Margaret Ford Leonard and Marion E Mckinney Charitable Foundation

990PF • Fiscal year 2020 • EIN 16-1573609

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 28, 2021

Organization Profile

6 Ford AveOneonta, NY 13820

(607) 432-6724

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.02x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

0.39x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

-60%

Higher net margin than 30% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

$15,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 23.4% of source-year revenue.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

-4.2%

Faster asset growth than 28% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

-3.1%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets94th percentile

Assets

Down

$1,203,116

Down $52,127 (-4.2%) from 2019

Net Assets

Down

$1,177,866

Down $38,377 (-3.2%) from 2019

Liabilities

Down

$25,250

Down $13,750 (-35%) from 2019

Revenue And Expenses

Liabilities / Revenue96th percentile Net Margin30th percentile

Revenue

Down

$64,072

Down $2,016 (-3.1%) from 2019

Expenses

Down

$102,449

Down $24,516 (-19%) from 2019

Net Income

-$38,377

Up $22,500 (+37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2020

Assets$1,203,116

Liabilities$25,250

Net Assets$1,177,866

Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$64,072

Expenses$102,449

Net Income-$38,377

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Sep 28, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay87th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SALLY DUNLEAVY	Trustee	PT	$15,000	-	$15,000
THOMAS E F WOLEK	Trustee	-	$5,000	-	$5,000
SUE ANNE DEBERGH	Trustee	-	$5,000	-	$5,000

Filing and Contact Details

Filer

Filer Name: Margaret Ford Leonard & Marion E
EIN: 16-1573609
Phone: 6074326724
Address: 6 FORD AVE, ONEONTA, NY 13820

Signing Officer

Name: Sally Dunleavy
Title: Trustee
Signed: 2021-09-28
Discuss with paid preparer: Yes

Preparer

Firm: Mostert Manzanero & Scott LLP
Address: 4 Associate Dr, Oneonta, NY 13820
Preparer: Deborah L Mostert
Phone: 6074328700

Raw XML Appendix329 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/Amt	0	1600
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	0
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	24184
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	36178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	1139433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	1550662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	65088
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-1230
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	90
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	CASH IN LIEU
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt	0	124
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	63948
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	25000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	54500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	65088
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	65088
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-38377
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	52084
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	90
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	90
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	90
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-1230
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	37043
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	124
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt	0	18
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt	0	18
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	73645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	73809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	28259
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	102449
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	65302
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	64072
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	19309
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	28259
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	47949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2019-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2014-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	20151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	29614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	3549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	8343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-19597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	10024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	8343
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	28494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	10017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	13573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	1000 CORTEVA INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	100 TRAVELERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2020-01-09
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	8343
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-38377
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1177866
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	1216243
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1177866
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	74807
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	74807
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	74807
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	75322
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	515
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	369
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	369
IRS990PF/FMVAssetsEOYAmt	0	1626340
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	1216243
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	1177866
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	24184
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	36178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	1173910
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1139433
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	1550662
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt	0	39000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt	0	25250
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt	0	750
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt	0	369
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt	0	369
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	56399
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	39131
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1255243
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1203116
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1626340
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	39000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	25250
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1255243
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	26597
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1502776
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	22941
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	75322
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1506432
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1529373
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	6.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	5000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	SALLY DUNLEAVY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	THOMAS E F WOLEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	SUE ANNE DEBERGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	6 FORD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	6 FORD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	6 FORD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	ONEONTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	ONEONTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	ONEONTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	NY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	13820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	13820
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	73809
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	73809
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	73809
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	6 FORD AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	ONEONTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	13820
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	FOUNDATION OFFICE
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6074326724
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	FOR SCHOLARSHIPS - SCHOLARSHIP APPLICATION WITH ONEONTA HIGH SCHOOL EVALUATIONFOR OTHER GRANTS - IN LETTER FORM FROM LOCAL CHARITIES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	SALLY DUNLEAVY MANAGING TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	6074326724
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	6 FORD AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	ONEONTA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	13820
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	PRIMARILY IN ONEONTA, NY AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	MAY 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	54500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	DETAIL LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	6 FORD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	ONEONTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	13820
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	54500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	68570
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	5239
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	74807
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	73809
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	6237
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	5239
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	COMPUTER TECH SUPPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	FOREIGN TAX WITHHELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	INTERNET & TELEPHONE MKT INF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	NYS DEPT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	7	NYS UNEMPLOYMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	8	OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	9	POSTMASTER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	10	PURCHASE EQUIP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	11	STATE INSURANCE FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	12	TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	453
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	978
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	18
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	996
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	1191
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	5	2054
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	6	250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	7	94
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	8	217
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	9	11
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	10	58
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	11	552
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	12	460
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	453
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	978
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	18
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	996
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	1191
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	2054
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	7	94
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	8	217
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	9	11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	10	58
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	11	552
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	12	460
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	124
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	CASH IN LIEU
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	124
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	124
TaxesSchedule/TaxesDetail/Amt	0	381
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SALLY DUNLEAVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MARGARET FORD LEONARD & MARION E
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	MCKINNEY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	MARG
ReturnHeader/Filer/EIN	0	161573609
ReturnHeader/Filer/PhoneNum	0	6074326724
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	6 FORD AVE
ReturnHeader/Filer/USAddress/CityNm	0	ONEONTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	13820
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	150625503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Mostert Manzanero & Scott LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	4 Associate Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Oneonta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	13820
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6074328700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DEBORAH L MOSTERT
ReturnHeader/ReturnTs	0	2021-09-28T10:58:49-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	SALLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	DUNLEAVY
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,203,116
Liabilities: $25,250
Net assets: $1,177,866
Revenue: $64,072
Expenses: $102,449
Net income: -$38,377

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Summary only. Only limited summary data is available for this year.	$1.20	$0.02		$0.05	$0.10	$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.25	$0.02	$1.23	$0.16	$0.11	$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.20	$0.02	$1.18	$0.17	$0.11	$0.06
2020Detailed filing. Detailed filing data is available for this year.	$1.20	$0.03	$1.18	$0.06	$0.10	$0.04
2019Detailed filing. Detailed filing data is available for this year.	$1.26	$0.04	$1.22	$0.07	$0.13	$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.31	$0.04	$1.28	$0.05	$0.11	$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.38	$0.04	$1.34	$0.06	$0.12	$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.44	$0.04	$1.41	$0.09	$0.13	$0.04
2015Detailed filing. Detailed filing data is available for this year.	$1.48	$0.04	$1.44	$0.06	$0.13	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$1.53	$0.03	$1.50	$0.07	$0.11	$0.04
2013Summary only. Only limited summary data is available for this year.	$1.57	$0.03		$0.11	$0.13	$0.02
2012Summary only. Only limited summary data is available for this year.	$1.58	$0.02		$0.07	$0.08	$0.01
2011Summary only. Only limited summary data is available for this year.	$1.58	$0.02		$0.07	$0.06	$0.01