KENNETH AND PHYLLIS CANARY FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND PHYLLIS CANARY FAMILY FOUNDATION (EIN 14-6199366)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202631279349102083
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T12:39:45-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141662664 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST & COMPANY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1219 | AddressLine1Txt |
| City | GLOVERSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 120780354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 146199366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND PHYLLIS CANARY FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 6073376193 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 432 | AddressLine1Txt |
| City | BROADALBIN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NBT BANK NA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5184374113 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRISHA ROGERS-BYRNS | PreparerPersonNm |
| PTIN | P00175220 | PTIN |
| Phone | 5187257127 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,874,527 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $529,468 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $80,591 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,591 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $346,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,095 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $629,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,686 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,083 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,041 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,042 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,701 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,242 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,483 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,483 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $469,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,342 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $2,061,873 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,487,370 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,754,185 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,137,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,607,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,874,527 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,137,975 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,607,712 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,137,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,607,712 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,137,975 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,607,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,137,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $469,737 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,607,712 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,607,712 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NBT STOCK SALES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2025-11-25 | SoldDt |
| Gross Sales Price | $285,594 | GrossSalesPriceAmt |
| Cost Or Other Basis | $327,746 | CostOrOtherBasisAmt |
| Gain Or Loss | -$42,152 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$42,152 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,095 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,177 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,177 | SubtotalAmt |
| Tax Based On Investment Income | $1,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Tax Due | $97 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NBT BANK NA | IndividualWithBooksNm |
| Phone | 6073376193 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 SOUTH BROAD STREET | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KEITH C CANARY | ||||||||
| 271 COUNTY HWY 155 | BROADALBIN | NY | 12025 | TRUSTEE | 0.50 | $4,311 | $0 | $0 |
| NBT BANK NA | ||||||||
| 52 SOUTH BROAD STREET | NORWICH | NY | 13815 | TRUSTEE | 1.00 | $23,772 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,618,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,643 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,703,053 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,703,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,662,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,125 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,125 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,177 | TotalTaxAmt |
| Distributable Before Adj | $131,948 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $131,948 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $131,948 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,725 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $142,725 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,948 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $72,376 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,029 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,417 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,966 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $289,788 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,725 | QualifyingDistributionsAmt |
| Applied To Current Year | $131,948 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,777 | RemainingDistriFromCorpusAmt |
| Total Corpus | $300,565 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $72,376 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $228,189 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,029 | ExcessFromYear4Amt |
| Excess From Year3 | $76,417 | ExcessFromYear3Amt |
| Excess From Year2 | $67,966 | ExcessFromYear2Amt |
| Excess From Current Year | $10,777 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE SALVATION ARMY OF GLOVERSVILLE | |||||||
| 10 SPRING STREET | GLOVERSVILLE | NY | 12078 | NONE | PC | CHARITABLE | $5,000 |
| THE CHURCH AT NEWTOWN ROAD | |||||||
| 142 LOWER NEWTOWN RD | WATERFORD | NY | 12188 | NONE | PC | CHARITABLE | $6,000 |
| SACANDA BIBLE CONFERENCE | |||||||
| 191 LAKEVIEW ROAD | BROADALBIN | NY | 12025 | NONE | PC | CHARITABLE | $5,000 |
| HOUGHTON UNIVERSITY | |||||||
| 9771 WILLARD AVENUE | HOUGHTON | NY | 14744 | NONE | PC | EDUCATIONAL | $10,000 |
| SUNY ONEONTA | |||||||
| 108 RAVINE PKWY | ONEONTA | NY | 13820 | NONE | PC | EDUCATIONAL | $2,500 |
| DAVIS COLLEGE | |||||||
| 4230 GLENDALE ROAD | POTTERSVILLE | NY | 12860 | NONE | PC | EDUCATIONAL | $7,500 |
| SUNY MORRISVILLE | |||||||
| 80 EATON ST | MORRISVILLE | NY | 13408 | NONE | PC | EDUCATIONAL | $7,088 |
| BROADALBIN ECUMENICAL FOOD PANTRY | |||||||
| 65 N MAIN STREET | BROADALBIN | NY | 12025 | NONE | PC | CHARITABLE | $2,500 |
| BROADALBIN PERTH LIONS CLUB | |||||||
| PO BOX 331 | BROADALBIN | NY | 12025 | NONE | PC | EDUCATIONAL | $1,000 |
| FAITH BAPTIST MISSION | |||||||
| PO BOX 866 | EAGLE LAKE | FL | 33839 | NONE | PC | CHARITABLE | $35,000 |
| CHILDFUND INTERNATIONAL | |||||||
| 2821 EMERYWOOD PARKWAY | RICHMOND | VA | 23294 | NONE | PC | CHARITABLE | $395 |
| LABORERS TOGETHER | |||||||
| PO BOX 486 | KELLER | TX | 76244 | NONE | PC | CHARITABLE | $2,500 |
| CENTERAL MISSIONARY CLEARING HOUSE | |||||||
| 2855 GREENHOUSE RD | HOUSTON | TX | 77084 | NONE | PC | CHARITABLE | $28,000 |
| THE CHURCH AT NEWTOWN ROAD | |||||||
| 142 LOWER NEWTON RD | WATERFORD | NY | 12188 | NONE | PC | CHARITABLE | $4,000 |
| BROADALBIN KENNYETTO FIRE CO | |||||||
| 14 PINE ST | BROADALBIN | NY | 12025 | NONE | PC | CHARITABLE | $1,000 |
| LEXINGTON FOUNDATION | |||||||
| 465 N PERRY ST | JOHNSTOWN | NY | 12095 | NONE | PC | CHARITABLE | $5,000 |
| SIM USA | |||||||
| 14830 CHOATE CIR | CHARLOTTE | NC | 28273 | NONE | PC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,483 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,591 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,095 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $99,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,686 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH C CANARY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | REMAINDER UNITRUST | BusinessNameLine2Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 432 | AddressLine1Txt |
| City | BROADALBIN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $529,468 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (25 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ABBOTT LABS | $10,758 | 2025-05-05 |
| 1 | FIDELITY 500 INDEX FUND | $32,994 | 2025-05-05 |
| 1 | INTEL CORP | $5,279 | 2025-05-05 |
| 1 | MICROSOFT CORP | $26,552 | 2025-05-05 |
| 1 | SPDR PORTFOLIO | $27,034 | 2025-05-05 |
| 1 | CVS HEALTH CORP | $5,464 | 2025-05-05 |
| 1 | FIDELITY TOTAL BOND FUND | $52,634 | 2025-05-05 |
| 1 | ISHARES CORE | $14,306 | 2025-05-05 |
| 1 | NEXTRA ENERGY | $2,147 | 2025-05-05 |
| 1 | COLUMBIA | $13,600 | 2025-05-05 |
| 1 | FIDELITY INFLATION | $20,440 | 2025-05-05 |
| 1 | ISHARES RUSSELL | $14,435 | 2025-05-05 |
| 1 | NOVARTIS | $9,257 | 2025-05-05 |
| 1 | DODGE & COX GLOBAL BOND FUND | $6,328 | 2025-05-05 |
| 1 | FLEXSHARES | $18,569 | 2025-05-05 |
| 1 | JP MORGAN CHASE & CO | $18,433 | 2025-05-05 |
| 1 | PEPSICO | $5,350 | 2025-05-05 |
| 1 | DODGE & COX INCOME FUND | $67,967 | 2025-05-05 |
| 1 | HARDING LOEVNER | $29,241 | 2025-05-05 |
| 1 | JPMORGAN LARGE CAP GROWTH | $6,419 | 2025-05-05 |
| 1 | PIMCO | $20,333 | 2025-05-05 |
| 1 | FEDERATED INSTITUTIONAL HIGH | $25,877 | 2025-05-05 |
| 1 | HONEYWELL INTERNATIONAL | $15,417 | 2025-05-05 |
| 1 | LOWES CO | $9,088 | 2025-05-05 |
| 1 | PROCTOR AND GAMBLE | $8,347 | 2025-05-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WEST & COMPANY CPAS PC | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (26 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S&P MID CAP | $5,201 | $15,774 |
| ISHARES RUSSELL | $6,380 | $17,477 |
| DODGE & COX | $316,289 | $322,816 |
| FIDELITY US BOND IND INSTL PRE | $313,809 | $321,578 |
| HARDING LOEVNER INTL EQUITY | $21,833 | $28,536 |
| FEDERATED INST HIGH YIELD | $129,927 | $134,584 |
| FIDELITY 500 | $204,318 | $273,756 |
| SPDR PORTFOLIO DEVELOPED | $19,657 | $30,598 |
| FIDELITY SMALL CAP INDEX FUND | $54,848 | $66,090 |
| DFA INTERNATIONAL SM COM PORTF | $23,994 | $30,681 |
| INVECO OPPENHEIMER INTL GROWTH | $56,071 | $38,826 |
| DFA EMERGING MKTS PORTFOLIO | $61,709 | $77,299 |
| FLEXSHARES MSTAR GLBL UPSTRM | $72,573 | $85,602 |
| DFA GLOBAL REAL ESTATE | $51,818 | $52,253 |
| LAZARD GLOBAL LISTED INFRASTRUCT | $47,847 | $54,710 |
| DODGE & COX GLOBAL BOND FUND | $28,436 | $29,125 |
| COLUMBIA DIVIDEND INCOME | $206,246 | $226,143 |
| DODGE AND COX INTL STOCK FUND | $128,637 | $163,208 |
| FIDELITY INFLATION PROTECTED BD | $237,768 | $237,970 |
| PIMCO INCOME FD INSTL CLASS | $73,195 | $76,142 |
| JP MORGAN LARGE CAP GROWTH | $198,443 | $215,421 |
| FEDERATED HERMES MDT MID CAP | $33,781 | $38,691 |
| T ROWE PRICE MED-CAP VALUE FUND | $26,414 | $24,976 |
| ISHARES MSCI EAFE GROWTH ETF | $54,674 | $60,378 |
| FIDELITY EMERGING MKTS INDEX | $63,030 | $79,127 |
| TOTAL FIDELITY | $50,472 | $52,424 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE POLICY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| NY DEPT OF LAW | $250 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| ESTIMATED TAX PAYMENTS | $1,080 |
| PY TAX | $621 |