THE HOROWITCH FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE HOROWITCH FAMILY FOUNDATION (EIN 23-7046081)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202421369349104237
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T14:51:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132550103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BRITTONFIELD PARKWAY | AddressLine1Txt |
| City | EAST SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237046081 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOROWITCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORO | BusinessNameControlTxt |
| Phone | 3154635505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO DAVID HOROWITCH 6709 BROOKLAWN | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HOROWITCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3154635505 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | HOROWITCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER N TAYLOR CPA | PreparerPersonNm |
| PTIN | P01623495 | PTIN |
| Phone | 3154757213 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,079,578 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,206 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,206 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,186 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,813 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,801 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,193 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,247 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $338 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $338 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,435 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,435 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,442 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,758 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $529 | CashBOYAmt |
| Cash EOY | $2,189 | CashEOYAmt |
| Cash EOYFMV | $2,189 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,055 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,185 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,185 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $71,840 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,402,921 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,392,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,843,565 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $145,682 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $195,851 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $190,639 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,662,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,633,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,079,578 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,187 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,187 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $332,648 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $332,648 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,309,192 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,280,849 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,662,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,633,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,662,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,633,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,662,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,442 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,099 | OtherIncreasesAmt |
| Subtotal | $1,633,684 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,633,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ALERISLIFE INC COM | 2020-01-02 | 2023-03-23 | $43 | $122 | -$79 | -$79 | |
| FREEPOR-MCMORAN INC COM | 2012-09-07 | 2023-06-13 | $31,838 | $30,890 | $948 | $948 | |
| CAPITAL GAINS DIVIDENDS | $54,932 | $54,932 | $54,932 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,801 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $942 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $942 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $942 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $52 | EsPenaltyAmt |
| Tax Due | $994 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID HOROWITCH | IndividualWithBooksNm |
| Phone | 3154635505 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6709 BROOKLAWN PARKWAY | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JILL B GREISS ESQ | ||||||||
| 372 E MADISON AVE | CRESSKILL | NJ | 07626 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID M HOROWITCH | ||||||||
| 4945 EAST LAKE ROAD | CAZENOVIA | NY | 13035 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,010,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,054,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,054,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,815 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,023,526 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $942 | TotalTaxAmt |
| Distributable Before Adj | $100,234 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,234 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,234 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $97,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,234 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $92,396 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $92,396 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $95,430 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 6725 LYONS ST | SYRACUSE | NY | 13057 | NONE | PC | EASTERN DIV - ONON CO UNIT | $100 |
| AMERICAN HEART ASSOCIATION | |||||||
| 2 S CLINTON ST 305 | SYRACUSE | NY | 13202 | NONE | PC | GENERAL | $100 |
| CAZCARES INC | |||||||
| 101 NELSON ST | CAZENOVIA | NY | 13035 | NONE | PC | GENERAL | $1,500 |
| CAZENOVIA LAKE ASSOCIATION | |||||||
| PO BOX 55 | CAZENOVIA | NY | 13035 | NONE | PC | GENERAL | $1,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVENUE A90 | CLEVELAND | OH | 44106 | NONE | PC | GENERAL | $1,000 |
| CNY COMMUNITY FOUNDATION | |||||||
| 431 EAST FAYETTE STREET SUITE 100 | SYRACUSE | NY | 13202 | NONE | PC | DELISA KERWIN MEMORIAL | $200 |
| CROUSE HEALTH FOUNDATION | |||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | NONE | PC | GENERAL | $1,500 |
| FOOD BANK OF CNY | |||||||
| 7066 INTERSTATE ISLAND RD | SYRACUSE | NY | 13209 | NONE | PC | GENERAL | $500 |
| ISRAEL EMERGENCY RELIEF FUND | |||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | GENERAL | $1,000 |
| JDRF NAPLES HOPE GALA | |||||||
| 3369 PINE RIDGE ROAD SUITE 202 | NAPLES | FL | 34109 | NONE | PC | HOPE GALA | $500 |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 5655 THOMPSON ROAD | SYRACUSE | NY | 13214 | NONE | PC | GENERAL | $7,000 |
| JEWISH FEDERATION OF NAPLES | |||||||
| 4720 PINE RIDGE ROAD | NAPLES | FL | 34119 | NONE | PC | GENERAL | $1,000 |
| MENORAH PARK FOUNDATION | |||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL | $1,000 |
| RESCUE MISSION | |||||||
| 120 GIFFORD STREET | SYRACUSE | NY | 13202 | NONE | PC | GENERAL | $500 |
| ST JOSEPH'S HEALTH FOUNDATION | |||||||
| 301 PROSPECT AVENUE | SYRACUSE | NY | 13203 | NONE | PC | GENERAL | $1,500 |
| SYRACUSE JEWISH FEDERATION | |||||||
| 5655 THOMPSON ROAD | DEWITT | NY | 13214 | NONE | PC | GENERAL | $24,000 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVENUE | SYRACUSE | NY | 13244 | NONE | PC | GENERAL | $1,000 |
| TEMPLE ADATH YESHURUN | |||||||
| 450 KIMBER ROAD | SYRACUSE | NY | 13224 | NONE | PC | GENERAL | $200 |
| TEMPLE SOCIETY OF CONCORD | |||||||
| 910 MADISON STREET | SYRACUSE | NY | 13210 | NONE | PC | GENERAL/TREE OF LIFE | $3,000 |
| THE UPSTATE FOUNDATION | |||||||
| 750 E ADAMS ST | SYRACUSE | NY | 13210 | NONE | PC | GENERAL | $500 |
| TRUSTEES OF HAMILTON COLLEGE | |||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13323 | NONE | PC | GENERAL | $50,000 |
| UNITED WAY OF CNY INC | |||||||
| 518 JAMES STREET 200 | SYRACUSE | NY | 13203 | NONE | PC | GENERAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,206 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,186 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $55,801 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $72,193 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,193 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDES ADDITIONAL CASH FOR CHARITABLE PURPOSES |
| 4 | PROVIDES ADDITIONAL CASH FOR CHARITABLE PURPOSES |
| 8 | PROVIDES ADDITIONAL CASH FOR CHARITABLE PURPOSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $1,250 | $1,250 | $0 |
| BOOKKEEPING | $600 | $600 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALCON INC. | $6,828 | $15,624 |
| ALTRIA GROUP | $47,120 | $40,340 |
| AT&T | $337,518 | $206,394 |
| BERKSHIRE HATHAWAY | $18,414 | $35,666 |
| BLACKSTONE GROUP | $19,483 | $91,644 |
| BLACKSTONE MORTGAGE TRUST INC | $9,384 | $6,381 |
| BLACKSTONE MORTGAGE TRUST INC MGN | $17,122 | $11,379 |
| BP PLC | $23,192 | $22,656 |
| CAPITAL ONE FNL CORP 4.8 DP | $20,686 | $17,640 |
| CHEVRON CORP | $23,306 | $29,832 |
| CISCO SYS INC | $21,857 | $25,260 |
| COSTCO WHOLESALE | $79,759 | $330,040 |
| ELI LILLY CO. | $18,223 | $174,876 |
| ENERGY TRANSFER LP | $11,962 | $13,800 |
| ENTERPRISE PRODS PARTNERS L P | $24,232 | $26,350 |
| EXXON MOBIL CORP | $23,885 | $34,993 |
| GENERAL ELECTRIC | $60,018 | $47,862 |
| GENERAL MILLS | $20,121 | $34,524 |
| IMPERIAL BRANDS PLC | $23,795 | $23,310 |
| JPMORGAN CHASE & CO 4.625 DEP | $21,420 | $20,880 |
| KRAFT HEINZ CO | $10,088 | $14,792 |
| LOCKHEED MARTIN | $51,771 | $113,310 |
| MERCK & CO | $28,714 | $43,608 |
| METLIFE | $22,050 | $33,065 |
| MODERNA INC | $19,578 | $9,945 |
| MONDELEZ INTL | $13,872 | $21,729 |
| NATIONAL GRID | $15,233 | $20,397 |
| NOVARTIS | $46,497 | $100,970 |
| ORACLE | $11,195 | $21,086 |
| ORGANON & CO | $6,221 | $2,884 |
| PARAMOUNT GLOBAL CLASS B | $21,635 | $7,395 |
| PETMED EXPRESS INC. | $24,150 | $6,048 |
| PETMED EXPRESS INC. MGN | $7,732 | $3,780 |
| PFIZER | $64,024 | $57,580 |
| PNC FINANCIAL | $10,052 | $15,485 |
| SHELL PLC | $23,099 | $27,307 |
| STARWOOD PROPERTY | $16,801 | $18,182 |
| TEXAS INSTRUMENTS INC | $19,284 | $17,046 |
| VODAFONE GROUP | $16,205 | $8,700 |
| WARNER BROS DISCOVERY INC COM | $96,114 | $33,856 |
| WELLS FARGO | $15,228 | $24,610 |
| WHIRLPOOL CORP | $10,265 | $12,177 |
| SANDOZ GROUP AG SPONS | $2,565 | $6,402 |
| SCHWAB CHARLES CORP COM | $11,761 | $13,760 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES TR PFD AND INCM SEC | AT COST | $25,065 | $20,055 |
| SCHWAB STRATETIC TR US | AT COST | $28,895 | $26,100 |
| VANECK ETF TRUST | AT COST | $120,197 | $113,474 |
| VANECK VECTORS GOLD MINERS | AT COST | $21,694 | $31,010 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $250 | $0 |
| INVESTMENT EXPENSES | $87 | $87 | $0 |
| BANK CHARGES | $1 | $1 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $1,099 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $953 | $953 | $0 |
| FOREIGN TAXES PAID | $1,294 | $1,294 | $0 |