THE HOROWITCH FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE HOROWITCH FAMILY FOUNDATION (EIN 23-7046081)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-04
- IRS object ID
- 202101249349100235
- Schema version
- 2020v4.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-04T09:31:14-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | DArcangelo & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 Brittonfield Pkwy Bldg B - Ste | 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 | 2020-01-01 | 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 | C/O 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 | SHELDON J HOROWITCH MD | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHELDON J HOROWITCH | PersonFirstNm |
| Person Last | MD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael W Lesser | PreparerPersonNm |
| PTIN | P00219780 | PTIN |
| Phone | 3154757213 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,876,152 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $76,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,748 | GrossSalesPriceAmt |
| Total Rev And Expnss | $76,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,967 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,975 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $789 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $789 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $250 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,014 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,014 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,953 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $112 | CashBOYAmt |
| Cash EOY | $378 | CashEOYAmt |
| Cash EOYFMV | $378 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,430 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,430 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,437,350 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,415,573 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,530,695 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $254,744 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $262,551 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $264,629 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $46,909 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,694 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,020 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,769,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,744,626 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,876,152 | TotalAssetsEOYFMVAmt |
| 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 | $1,416,439 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,391,791 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,769,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,744,626 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,769,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,744,626 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,769,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,648 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,744,626 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,744,626 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2800 NBT Bancorp | P | 2013-10-09 | 2020-04-07 | $93,225 | $71,689 | $21,536 | $21,536 |
| 1250 Sabra Health | P | 2013-01-17 | 2020-04-07 | $13,763 | $23,929 | -$10,166 | -$10,166 |
| 400 Vanguard Whitehall | P | 2018-07-17 | 2020-03-31 | $18,085 | $25,215 | -$7,130 | -$7,130 |
| Viatrus Inc | P | 2015-11-24 | 2020-11-20 | $3 | $2 | $1 | $1 |
| Five Star cash in lieu | P | 2020-01-02 | 2020-01-06 | $3 | $3 | ||
| 200 IBM Corp | P | 2020-09-17 | 2020-04-07 | $23,663 | $28,611 | -$4,948 | -$4,948 |
| capital gain distributions | P | 2000-01-01 | 2020-12-31 | $6 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$701 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,948 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,028 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,028 | SubtotalAmt |
| Tax Based On Investment Income | $1,028 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,028 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID HOROWITCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JILL B GREISS ESQ | ||||||
| 372 E MADISON AVE | CRESSKILL | NJ | 07626 | Trustee | 0.00 | $0 |
| SAMUAL K LEVENE ESQ | ||||||
| PO BOX F-1706 | BINGHAMTON | NY | 13902 | Trustee | 0.00 | $0 |
| DAVID M HOROWITCH | ||||||
| 6932 KASSONTA DRIVE | JAMESVILLE | NY | 13078 | Trustee | 5.00 | $0 |
| SHEILA HOROWITCH | ||||||
| 6106 WATERFORD WOOD WAY | FAYETTEVILLE | NY | 13066 | Trustee | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,935,668 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,973,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,973,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,943,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,181 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,181 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,028 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,028 | TotalTaxAmt |
| Distributable Before Adj | $96,153 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $96,153 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $96,153 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $97,900 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $97,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,153 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $89,935 | UndistributedIncomePYAmt |
| Qualifying Distributions | $97,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $89,935 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,965 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $88,188 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID HOROWITCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6709 BROOKLAWYN PARKWAY | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3154635505 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cleveland Clinic Foundation | |||||||
| 9500 Euclid Avenue A90 | Cleveland | OH | 44106 | NONE | PC | General | $1,000 |
| Crouse Health Foundation | |||||||
| 736 Irving Avenue | Syracuse | NY | 13210 | NONE | PC | General | $1,300 |
| LeMoyne College | |||||||
| 1419 Salt Springs Road | Syracuse | NY | 13214 | NONE | PC | General | $1,000 |
| OCC Foundation Inc | |||||||
| 4585 West Seneca Turnpike | Syracuse | NY | 13215 | NONE | PC | General | $1,000 |
| Rescue Mission | |||||||
| 120 Gifford Street | Syracuse | NY | 13202 | NONE | PC | General | $1,000 |
| Syracuse University | |||||||
| 820 Comstock Avenue | Syracuse | NY | 13244 | NONE | PC | General | $1,000 |
| Syracuse Jewish Federation | |||||||
| 5655 Thompson Road | DeWitt | NY | 13214 | NONE | PC | General | $25,000 |
| Temple Society of Concord | |||||||
| 910 Madison Street | Syracuse | NY | 13210 | NONE | PC | General | $1,000 |
| Trustees of Hamilton College | |||||||
| 198 College Hill Road | Clinton | NY | 13323 | NONE | PC | General | $50,000 |
| Various | |||||||
| Madison Street | Syracuse | NY | 13210 | NONE | PC | General | $1,900 |
| UPSTATE MEDICAL UNIVERSITY | |||||||
| 750 E Adams St | Syracuse | NY | 13210 | None | PC | General | $500 |
| Mayo Foundation | |||||||
| 200 First St SW | Rochester | MN | 55905 | None | PC | General | $1,000 |
| Syracuse Jewish Community Foundatio | |||||||
| 5655 Thompson Road | DeWitt | NY | 13214 | NONE | PC | General | $6,000 |
| Vera House | |||||||
| 723 James St | Syracuse | NY | 13203 | None | PC | General | $5,000 |
| Caz Cares | |||||||
| 101 Nelson St | Cazenovia | NY | 13035 | PC | General | $1,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $76,957 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$701 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $76,266 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,266 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 348 | LineNumberTxt |
| Relationship Statement | PROVIDES ADDITIONAL CASH FOR CHARITABLE PURPOSES. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bookkeeping | $500 | $500 | $0 | $0 |
| Darcangelo & Co. | $1,475 | $1,475 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO Low Duration Income Fd | BondNm |
| EOY Book Value | $262,551 | EOYBookValueAmt |
| EOYFMV | $264,629 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Tri Continental Corp | $48 | $295 |
| Freeport Mcmoran Copper & Gold | $30,890 | $20,816 |
| HealthCare Svcs Group | $89,272 | $98,350 |
| Blackstone Group | $22,061 | $45,367 |
| General Electric | $60,114 | $27,000 |
| AT&T | $433,651 | $353,748 |
| Costco Wholesale | $79,759 | $188,390 |
| Eli Lilly Co. | $19,298 | $67,536 |
| Lockeed Martin | $51,771 | $88,745 |
| Met Life | $22,050 | $23,475 |
| Novartis | $49,061 | $94,430 |
| Pfizer | $64,024 | $73,620 |
| Mondelez Intl | $13,872 | $17,541 |
| General Mills | $20,121 | $31,164 |
| Blackstone Group | $17,122 | $14,729 |
| Starwood Property | $17,072 | $16,695 |
| Alcon Inc. | $6,828 | $13,196 |
| BP PLC | $23,192 | $13,133 |
| Chevron Corp | $23,306 | $16,890 |
| Cisco Sys Inc | $21,857 | $22,375 |
| Energy Transfer LP | $11,962 | $6,180 |
| Enterprise Prods Partners L P | $12,745 | $9,795 |
| Exxon Mobil Corp | $23,885 | $14,427 |
| Imperial Brands PLC | $23,795 | $20,989 |
| Kraft Heinz Co | $10,088 | $13,864 |
| National Grid | $15,233 | $17,709 |
| Petmed Express Inc. | $7,731 | $16,030 |
| Royal Dutch Shell PLC | $23,099 | $13,948 |
| Simon PPTY Grp Inc | $44,218 | $25,584 |
| Summit Hotel | $5,460 | $4,505 |
| Altria Group | $39,205 | $34,030 |
| Tanger Factory Outlet | $14,781 | $9,960 |
| Berkshire Hathaway | $18,414 | $23,187 |
| Diversified Health Care | $10,308 | $2,060 |
| Five Star Senior Living | $122 | $228 |
| Merck & Co | $15,121 | $16,360 |
| Oracle | $11,195 | $12,938 |
| Park Hotel Resorts | $24,063 | $17,150 |
| Petmed Express Inc. | $9,900 | $9,618 |
| PNC Financial | $10,052 | $14,900 |
| Viatris Inc. | $3,599 | $4,648 |
| Wells Fargo | $15,228 | $15,090 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Vaneck Vectors Gold Miners | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $21,694 | BookValueAmt |
| EOYFMV | $36,020 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS Department of Law | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes | $680 | $680 |
| IRS | $109 | $109 |