THE HOROWITCH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE HOROWITCH FAMILY FOUNDATION (EIN 23-7046081)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202521339349101707
- Schema version
- 2024v5.1
- 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 | 2025-05-13T09:10:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 B-103 | 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 | 2024-01-01 | 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 | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $2,424,671 | 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 | $36 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,658 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $208,387 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,501 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,195 | 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 | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,448 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,448 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $361 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $361 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$58,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,189 | CashBOYAmt |
| Cash EOY | $2,380 | CashEOYAmt |
| Cash EOYFMV | $2,380 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $43,185 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,595 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,392,459 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,281,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,126,121 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $195,851 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $286,793 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $283,575 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,633,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,583,113 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,424,671 | 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 | $1,280,849 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,230,278 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,633,684 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,583,113 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,633,684 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,583,113 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,633,684 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$58,144 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,573 | OtherIncreasesAmt |
| Subtotal | $1,583,113 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,583,113 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST HIGH YLD | 2024-10-23 | 2024-12-11 | $10,011 | $10,021 | -$10 | -$10 | |
| NATIONAL GRID | 2024-07-03 | 2024-07-03 | $1,052 | $1,052 | $1,052 | ||
| AT&T INC. | 2024-07-25 | $29,283 | $37,848 | -$8,565 | -$8,565 | ||
| AT&T INC. | 2024-08-02 | $29,856 | $40,859 | -$11,003 | -$11,003 | ||
| AT&T INC. | 2024-09-03 | $16,097 | $26,502 | -$10,405 | -$10,405 | ||
| AT&T INC. | 2016-08-05 | 2024-09-06 | $10,357 | $16,564 | -$6,207 | -$6,207 | |
| AT&T INC. | 2024-07-12 | $37,182 | $35,120 | $2,062 | $2,062 | ||
| AT&T INC. | 2008-08-05 | 2024-07-25 | $9,761 | $11,972 | -$2,211 | -$2,211 | |
| CAPITAL GAINS DIVIDENDS | $64,788 | $64,788 | $64,788 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,501 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $555 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $555 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $555 | 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 | $31 | EsPenaltyAmt |
| Tax Due | $586 | 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 | $2,221,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,177 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,252,127 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,252,127 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,782 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,218,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $555 | TotalTaxAmt |
| Distributable Before Adj | $110,362 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,362 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,362 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,080 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,080 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,362 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $95,430 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $95,430 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,650 | 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 | $107,712 | 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 |
| JDRF NAPLES HOPE GALA | |||||||
| 3369 PINE RIDGE ROAD SUITE 202 | NAPLES | FL | 34109 | NONE | PC | HOPE GALA | $1,000 |
| 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 | $2,000 |
| 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 | $23,000 |
| 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 SINAI OF ROSLYN | |||||||
| 425 ROSLYN RD | ROSELYN HEIGHTS | NY | 11577 | NONE | PC | GENERAL | $180 |
| TEMPLE SOCIETY OF CONCORD | |||||||
| 910 MADISON STREET | SYRACUSE | NY | 13210 | NONE | PC | GENERAL/TREE OF LIFE | $3,200 |
| THE UPSTATE FOUNDATION | |||||||
| 750 E ADAMS ST | SYRACUSE | NY | 13210 | NONE | PC | GENERAL | $1,500 |
| 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 | $98,080 | 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 | $36 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,658 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,501 | 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 | $44,195 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,195 | 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 | $750 | $750 | $0 |
| BOOKKEEPING | $700 | $700 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALCON INC. | $6,828 | $16,978 |
| ALTRIA GROUP | $47,120 | $52,290 |
| AT&T | $168,653 | $125,235 |
| BERKSHIRE HATHAWAY | $18,414 | $45,328 |
| BLACKSTONE GROUP | $18,383 | $120,694 |
| BLACKSTONE MORTGAGE TRUST INC | $29,514 | $22,633 |
| BLACKSTONE MORTGAGE TRUST INC MGN | $17,122 | $9,314 |
| BP PLC | $23,192 | $18,918 |
| CAPITAL ONE FNL CORP 4.8 DP | $20,686 | $18,310 |
| CHEVRON CORP | $23,306 | $28,968 |
| CISCO SYS INC | $21,857 | $29,600 |
| COSTCO WHOLESALE | $79,759 | $458,135 |
| ELI LILLY CO. | $18,223 | $231,600 |
| ENERGY TRANSFER LP | $11,962 | $19,590 |
| ENTERPRISE PRODS PARTNERS L P | $24,232 | $31,360 |
| EXXON MOBIL CORP | $23,885 | $37,650 |
| GENERAL ELECTRIC | $60,018 | $85,826 |
| GENERAL MILLS | $20,121 | $33,798 |
| IMPERIAL BRANDS PLC | $23,795 | $32,050 |
| JPMORGAN CHASE & CO 4.625 DEP | $21,420 | $20,830 |
| KRAFT HEINZ CO | $10,088 | $12,284 |
| LOCKHEED MARTIN | $51,771 | $121,485 |
| MERCK & CO | $28,714 | $39,792 |
| METLIFE | $22,050 | $40,940 |
| MODERNA INC | $19,578 | $4,158 |
| MONDELEZ INTL | $13,872 | $17,919 |
| NATIONAL GRID | $15,233 | $17,826 |
| NOVARTIS | $46,497 | $97,310 |
| ORACLE | $11,195 | $33,328 |
| ORGANON & CO | $6,221 | $2,984 |
| PARAMOUNT GLOBAL CLASS B | $21,635 | $5,230 |
| PETMED EXPRESS INC. | $24,150 | $3,856 |
| PETMED EXPRESS INC. MGN | $7,732 | $2,410 |
| PFIZER | $64,024 | $53,060 |
| PNC FINANCIAL | $10,052 | $19,285 |
| SANDOZ GROUP AG SPONS | $2,565 | $8,100 |
| SCHWAB CHARLES CORP COM | $11,761 | $14,802 |
| SHELL PLC | $23,099 | $26,000 |
| STARWOOD PROPERTY | $16,801 | $16,392 |
| TEXAS INSTRUMENTS INC | $19,284 | $18,751 |
| VODAFONE GROUP | $24,890 | $16,980 |
| WARNER BROS DISCOVERY INC COM | $96,114 | $31,446 |
| WELLS FARGO | $15,228 | $35,120 |
| WHIRLPOOL CORP | $28,570 | $34,344 |
| SOLVENTUM CORP. | $11,731 | $13,212 |
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 | $20,216 |
| SCHWAB STRATETIC TR US | AT COST | $28,895 | $25,830 |
| VANECK ETF TRUST | AT COST | $211,139 | $203,619 |
| VANECK VECTORS GOLD MINERS | AT COST | $21,694 | $33,910 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $250 | $0 |
| INVESTMENT EXPENSES | $111 | $111 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONTAXABLE NONDIVIDEND DISTRIBUTIONS | $7,506 |
| NONTAXABLE DIVIDENDS | $67 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $1,030 | $1,030 | $0 |
| FOREIGN TAXES PAID | $1,418 | $1,418 | $0 |