RICHARD S SHINEMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD S SHINEMAN FOUNDATION (EIN 46-1998245)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-15
- IRS object ID
- 202542589349100614
- Schema version
- 2024v5.2
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-15T08:49:29-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201317788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWERS & COMPANY CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WASHINGTON ST SUITE 500 | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | 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 | 461998245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD S SHINEMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 3152166644 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 EAST 1ST STREET | AddressLine1Txt |
| City | OSWEGO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHENA TUCKER | PersonNm |
| Person Title | FOUNDATION DIRECTOR | PersonTitleTxt |
| Phone | 3152166644 | PhoneNum |
| Signature | 2025-09-14 | 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 | RICHARD I FARLEY JR CPA | PreparerPersonNm |
| PTIN | P01083459 | PTIN |
| Phone | 3152341100 | PhoneNum |
| Preparation | 2025-09-14 | 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 | $38,627,058 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $795,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $785,529 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,138,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,349,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,142,011 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,933,875 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,927,540 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,277 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,277 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,349 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,349 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $38,117 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $38,117 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,700 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,085 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,085 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $127,299 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,464 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $52,835 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,044 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $10,270 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $915 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $20,643 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,643 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,308 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,308 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,074 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,074 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85,179 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,734 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $478,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $338,392 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,387,543 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,387,543 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,866,533 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,725,935 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,853,076 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $192,101 | CashBOYAmt |
| Cash EOY | $75,199 | CashEOYAmt |
| Cash EOYFMV | $75,199 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $498,566 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $623,733 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $623,733 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,870,205 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,197,549 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,197,549 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,407,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,252,119 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,252,119 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,199,132 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,273,048 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,273,048 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $623,554 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,382,984 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,382,984 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $825,376 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,049 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $813,242 | LandBOYAmt |
| Land EOY | $812,327 | LandEOYAmt |
| Land EOYFMV | $811,985 | LandEOYFMVAmt |
| Other Assets BOY | $24,374 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,441 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,441 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,628,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,627,400 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,627,058 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,758 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,495 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $98,900 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $152,801 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $112,658 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $160,296 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $35,516,274 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $38,467,104 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,516,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,467,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,628,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,627,400 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,516,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,342 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,883,488 | OtherIncreasesAmt |
| Subtotal | $38,467,104 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,467,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES L/T | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,349,245 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,207,234 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,142,011 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,142,011 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,142,011 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,758 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,758 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,758 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,118 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $26,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,618 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $976 | EsPenaltyAmt |
| Overpayment | $5,884 | OverpaymentAmt |
| Applied To ES Tax | $5,884 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WWW.SHINEMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | EDWARD ALBERTS | IndividualWithBooksNm |
| Phone | 3152166644 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 EAST 1ST STREET | AddressLine1Txt |
| City | OSWEGO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13126 | 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 |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| PAMELA CARACCIOLI | ||||||||
| 76 WEST SENECA STREET | OSWEGO | NY | 13126 | TREASURER | 3.00 | $0 | $0 | $0 |
| MARGARET BARCLAY | ||||||||
| 4312 STATE ROUTE 13 | PULASKI | NY | 13142 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| KATHY A BARKER | ||||||||
| 8430 MARCO LANE | BALDWINSVILLE | NY | 13027 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| TARA FITZGIBBONS | ||||||||
| 85 EAST MOHAWK STREET | OSWEGO | NY | 13126 | CHAIR | 3.00 | $0 | $0 | $0 |
| FLORIS PALMER-NINO | ||||||||
| 701 FIRST STREET | LIVERPOOL | NY | 13088 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| ED ALBERTS | ||||||||
| 1428 RIVERBEND DRIVE | BALDWINSVILLE | NY | 13027 | VICE CHAIR | 3.00 | $0 | $0 | $0 |
| DR MICHEAL STEPHENS | ||||||||
| 4 PRIMPROSE PATH | OSWEGO | NY | 13126 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| LINDA EAGAN | ||||||||
| 1477 COUNTY ROUTE 9 | FULTON | NY | 13069 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| NEELESH SHAH | ||||||||
| 2992 STATE ROUTE 48 | OSWEGO | NY | 13126 | SECRETARY | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHENA TUCKER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 EAST 9TH STREET | AddressLine1Txt |
| City | OSWEGO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $81,019 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $34,803,270 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $666,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,469,512 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,469,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $532,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,937,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,746,873 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,746,873 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,758 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,758 | TotalTaxAmt |
| Distributable Before Adj | $1,721,115 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,721,115 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,721,115 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,725,935 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,725,935 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,721,115 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $532,412 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $698,766 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $529,374 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $442,300 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $163,481 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,366,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,725,935 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,721,115 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,820 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,371,153 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $532,412 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,838,741 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $698,766 | ExcessFromYear4Amt |
| Excess From Year3 | $529,374 | ExcessFromYear3Amt |
| Excess From Year2 | $442,300 | ExcessFromYear2Amt |
| Excess From Year1 | $163,481 | ExcessFromYear1Amt |
| Excess From Current Year | $4,820 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHENA TUCKER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 EAST 1ST STREET | AddressLine1Txt |
| City | OSWEGO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3152166644 | RecipientPhoneNum |
| Recipient Email Address | INFO@SHINEMANFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | AVAILABLE @ WWW.SHINEMANFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED ON A ROLLING BASIS | SubmissionDeadlinesTxt |
| Restrictions On Awards | CENTRAL NEW YORK PUBLIC CHARITIES WITH IMPACT ON OSWEGO COUNTY, NY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CNY TICK AND LYME DISEASE ALLIANCE (PREVENTION AND EDUCATION) | ||||||
| 131 W SENECA ST 9 | MANLIUS | NY | 13104 | PC | GENERAL OPERATING | $20,000 |
| CAC (NEW COMMUNITY ACTION TEAM COORDINATOR) | ||||||
| 163 S 1ST STREET | FULTON | NY | 13069 | PC | GENERAL OPERATING | $32,013 |
| CCEOFBB (FULTON LIVING HISTORY TOUR) | ||||||
| 115 W FAYETTE ST | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $14,300 |
| FULTON WRESTLING (SAFETY ROOFS) | ||||||
| 3107 STATE ROUTE 48 | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $10,000 |
| KHOH (BASEMENT REMEDIATION) | ||||||
| 192 WEST SIXTH STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $10,000 |
| JOHN AND DORIS HASTO PLAYGROUND (VILLAGE OF CENTRAL SQUARE) | ||||||
| 3125 EAST AVENUE PO BOX 509 | CENTRAL SQUARE | NY | 13036 | PC | GENERAL OPERATING | $5,000 |
| ON-POINT FOR COLLEGE (CAREER PATHWAYS IN OSWEGO COUNTY) | ||||||
| 488 W ONONDAGA ST | SYRACUSE | NY | 13205 | PC | GENERAL OPERATING | $75,000 |
| OCECA (DIAPER BANK PILOT) ICP | ||||||
| 517 WEST FIRST ST SUITE 111 | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $15,000 |
| RESTORE CNY (FALL SEMESTER) | ||||||
| 569 LADD ROAD | BREWERTON | NY | 13029 | PC | GENERAL OPERATING | $10,000 |
| RESEARCH FOUNDATION SUNY - RICE CREEK FIELD STATION | ||||||
| SUNY OSWEGO ORSP 210 SHELDON HALL | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $10,000 |
| THE MOST (GROW EXHIBIT) | ||||||
| 500 SOUTH FRANKLIN STREET | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $25,000 |
| CONNEXTCARE (SCHOOL BASED HEALTHCARE) | ||||||
| 61 DELANO STREET | PULASKI | NY | 13142 | PC | GENERAL OPERATING | $73,000 |
| FRIENDS OF RECOVERY (GROWTH OPERATING FUNDS) | ||||||
| 41 LAKE STREET 23 | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $14,000 |
| TUG HILL TOMORROW LAND TRUST (ENVIRONMENTAL ED FUND DEV) | ||||||
| PO BOX 6063 1 THOMPSON PARK | WATERTOWN | NY | 13601 | PC | GENERAL OPERATING | $25,000 |
| OSWEGO HEALTH FOUNDATION (ED RENOVATION PEDS PYSCH ROOMS) | ||||||
| 110 WEST 6TH STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $150,000 |
| HUMAN CONCERNS (RELOCATION) | ||||||
| 75 EAST 2ND STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $100,000 |
| DAVID'S REFUGE (2025 RESPITE COMMUNITY & WELLNESS SUPPORT) | ||||||
| 8195 CAZENOVIA RD | MANLIUS | NY | 13104 | PC | GENERAL OPERATING | $18,000 |
| SUNY OSWEGO ENDOWMENT (2014-20231 PAYMENT TO 2024) | ||||||
| 210 SHELDON HALL | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $100,000 |
| SYMPHORIA (YEAR 2 OF 3) | ||||||
| 250 HARRISON ST SUITE 301 | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $17,868 |
| FOOD BANK OF CNY (2-YEAR PLEDGEAPRIL 2024DECEMBER 2025) | ||||||
| 7066 INTERSTATE ISLAND ROAD | SYRACUSE | NY | 13209 | PC | GENERAL OPERATING | $200,000 |
| ST MARY OF THE ASSUMPTION (11 MATCHING) | ||||||
| 103 WEST SEVENTH STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $9,150 |
| CENTERSTATE CEO FULTON BLOCK BUILDERS (YEAR 4 OF 5 ) | ||||||
| 115 WEST FAYETTE STREET | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $100,000 |
| CENTERSTATE CEO OSWEGO RENAISSANCE ASSOCIATION (YEAR 4 OF 5) | ||||||
| 115 WEST FAYETTE STREET | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $100,000 |
| OSWEGO CO HISTORICAL SOCIETY (FURNISHINGS) | ||||||
| 135 EAST THIRD STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $4,500 |
| OSWEGO CO FAIRGROUNDS (STAGE) | ||||||
| 291 ELLISBURG STREET | SANDY CREEK | NY | 13145 | PC | GENERAL OPERATING | $7,374 |
| SALMON RIVER FINE ARTS (YAE ART CLUB) | ||||||
| 4848 NORTH JEFFERSON STREET | PULASKI | NY | 13142 | PC | GENERAL OPERATING | $5,000 |
| PAWS ACROSS OSWEGO COUNTY (CAPACITY EXPANSION) | ||||||
| 10 KLOCKS CORNERS RD | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $5,500 |
| NYS OLD TYME FIDDLERS (RAISE THE ROOF) | ||||||
| PO BOX 24 | REDFIELD | NY | 13437 | PC | GENERAL OPERATING | $7,500 |
| RF SUNY OSWEGO-ARTSOSWEGO (SQUONK OPERA) | ||||||
| SUNY OSWEGO ORSP 210 SHELDON HALL | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $5,000 |
| PAIGE'S BUTTERFLY RUN (SUPPORT CHILDHOOD CANCERLOCAL FAMILIES) | ||||||
| 50 PRESIDENTIAL PL STE LL3 | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $3,500 |
| WESTON T HYDE EDUCATIONAL FOUNDATION (FUELING FUTURES) | ||||||
| 179 COUNTY ROUTE 64 | MEXICO | NY | 13104 | PC | GENERAL OPERATING | $3,500 |
| CITI BOCES (ENGINEER DESIGN LAB) | ||||||
| 179 COUNTY ROUTE 64 | MEXICO | NY | 13104 | PC | GENERAL OPERATING | $5,000 |
| HUMAN CONCERNS (THANKSGIVING MEAL DISTRIBUTION) | ||||||
| 75 EAST 2ND STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $3,500 |
| FULTON MIDDLE SCHOOL (COMMUNITY SERVICE PROJECT) | ||||||
| 167 SOUTH FOURTH STREET | FULTON | NY | 13069 | PC | GENERAL OPERATING | $750 |
| GMMS FESTBASSWOOD FOLK ARTS (LOCAL MUSIC FESTIVAL) | ||||||
| 1 MURRAY STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $1,000 |
| STATE STREET METHODIST (HELPING HANDS) | ||||||
| 357 STATE STREET | FULTON | NY | 13069 | PC | GENERAL OPERATING | $2,000 |
| FULTON COMMUNITY BASKETBALL (INCLUSIVE ACTIVITIES FOR YOUTH) | ||||||
| 57 SOUTH POLLARD DRIVE | FULTON | NY | 13069 | PC | GENERAL OPERATING | $2,500 |
| HISCOCK LEGAL (75TH YEAR EVENT) | ||||||
| 351 SOUTH WARREN ST | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $500 |
| OSWEGO HEALTH KIDS 5K EVENT (T-SHIRT SPONSOR) | ||||||
| 110 WEST 6TH STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $3,000 |
| ROAD 2 RECOVERY (GOLF EVENT) | ||||||
| 131 WEST SENECA STREET SUITE B 2 | MANLIUS | NY | 13104 | PC | GENERAL OPERATING | $1,000 |
| OSWEGO INDUSTRIES EVENT (POKER NIGHT FUNDRAISER) | ||||||
| 7 MORRILL PLACE | FULTON | NY | 13069 | PC | GENERAL OPERATING | $750 |
| ST LUKE- JOHN FOSTER BURDEN | ||||||
| 299 EAST RIVER ROAD | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $500 |
| UNITED WAY OF OSWEGO COUNTY (GALENTINES BRUNCH) | ||||||
| 1 SOUTH FIRST ST | FULTON | NY | 13069 | PC | GENERAL OPERATING | $1,000 |
| UNITED WAY OF OSWEGO COUNTY (GOLF EVENT) | ||||||
| 1 SOUTH FIRST ST | FULTON | NY | 13069 | PC | GENERAL OPERATING | $750 |
| RSVP LUNCHEON | ||||||
| 34 EAST BRIDGE STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $500 |
| OCO GIVING THANKS EVENT | ||||||
| 239 ONEIDA STREET | FULTON | NY | 13126 | PC | GENERAL OPERATING | $1,000 |
| ANTHONY HOUSE GALA | ||||||
| PO BOX 862 185 E SENECA ST | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $1,000 |
| SAFE HAVEN 80TH YEAR EVENT (AD SPONSORMEMORY FOR BARBARA) | ||||||
| 2 EAST 7TH STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $350 |
| OSWEGO HARBOR FESTIVALS- 2024 PLEDGE | ||||||
| 41 LAKE STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $5,000 |
| OSWEGO ROTARY FOUNDATION - 2024 SCHOLARSHIPS | ||||||
| PO BOX 3133 | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $3,500 |
| PATRICIA WEISSE SALT OF CENTRAL NEW YORK LLC | ||||||
| 3805 JORDAN ROAD | SKANEATELES | NY | 13152 | PC | GENERAL OPERATING | $2,500 |
| QUILCO INC | ||||||
| 8526 WHISPER RIDGE CIRCLE | BALDWINSVILLE | NY | 13027 | PC | GENERAL OPERATING | $2,392 |
| BETH LYNN HOEY | ||||||
| 2915 SEVIER RD | MARIETTA | NY | 13110 | PC | GENERAL OPERATING | $300 |
| GINNY BIESIADA LLC | ||||||
| 5315 BUNKER HILL WAY | SYRACUSE | NY | 13207 | PC | GENERAL OPERATING | $350 |
| NATALIE SCAVONE | ||||||
| 110 SIXTH STREET | LIVERPOOL | NY | 13088 | PC | GENERAL OPERATING | $350 |
| BLACK CUB PRODUCTIONS LLC | ||||||
| 472 S SALINA ST 608 | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $263 |
| SHEILA DION (ERIN'S ANGELS) | ||||||
| 43 BRIDGE STREET | PHOENIX | NY | 13135 | PC | GENERAL OPERATING | $125 |
| GINNY BIESIADA LLC | ||||||
| 5315 BUNKER HILL WAY | SYRACUSE | NY | 13207 | PC | GENERAL OPERATING | $175 |
| QUILCO INC | ||||||
| 8526 WHISPER RIDGE CIRCLE | BALDWINSVILLE | NY | 13027 | PC | GENERAL OPERATING | $2,000 |
| ERIN'S ANGELS OF CNY INC | ||||||
| 43 BRIDGE STREET | PHOENIX | NY | 13135 | PC | GENERAL OPERATING | $125 |
| OSWEGO PLAYERS | ||||||
| PO BOX 183 | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $125 |
| INTEGRATED COMMUNITY PLANNING | ||||||
| 317 WEST FIRST STREET SUITE 111 | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $125 |
| MAXIMILLIAN EYLE | ||||||
| 121 EAST 1ST STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $500 |
| RIVER VISTA CENTER | ||||||
| 121 EAST 1ST STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $1,000 |
| NATALIE SCAVONE | ||||||
| 110 SIXTH STREET | LIVERPOOL | NY | 13088 | PC | GENERAL OPERATING | $750 |
| PATHFINDER VISA | ||||||
| 121 EAST 1ST STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $613 |
| LEGENDARY SOUL STUDIO | ||||||
| 121 EAST 1ST STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $500 |
| DESENS HOUSECOMMUNITY MEALS | ||||||
| 264 WEST SECOND STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $1,200 |
| CITI BOCESLOC | ||||||
| 179 COUNTY ROUTE 64 | MEXICO | NY | 13114 | PC | GENERAL OPERATING | $500 |
| OHS POST PROM PARTYSADD EVENT | ||||||
| 2 BUCCANEER BLVD | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $500 |
| DSS CASEWORKER CLOSETCATHOLIC CHARITIES | ||||||
| 808 WEST BROADWAY | FULTON | NY | 13069 | PC | GENERAL OPERATING | $600 |
| OMS TEACHER APPRECIATION WEEK SUPPLIES | ||||||
| 2 BUCCANEER BLVD | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $140 |
| FARMERS MARKET SIGNS (MOBILITY MANAGEMENT) | ||||||
| 200 NORTH SECOND STREET | FULTON | NY | 13069 | PC | GENERAL OPERATING | $1,700 |
| OCCF ANNUAL DONATION - CNYCF | ||||||
| 431 EAST FAYETTE STREET SUITE 100 | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $2,500 |
| OOC ANNUAL DONATION | ||||||
| 46 WEST BRIDGE STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $1,000 |
| CNY BEAR TEAM | ||||||
| 5163 US ROUTE 11 | PULASKI | NY | 13142 | PC | GENERAL OPERATING | $1,800 |
| HELP ME GROW LAUNCH (ICP) | ||||||
| 317 WEST FIRST STREET SUITE 111 | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $1,500 |
| LIFT TRANSPORATION FORUM (OCO) | ||||||
| 239 ONEIDA STREET | FULTON | NY | 13069 | PC | GENERAL OPERATING | $978 |
| OCCF UNCHARITABLE MOVIE VIEWING | ||||||
| 431 EAST FAYETTE STREET SUITE 100 | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $1,500 |
| LIFT STRATEGY SESSION LUNCHEON (OCO) | ||||||
| 239 ONEIDA STREET | FULTON | NY | 13069 | PC | GENERAL OPERATING | $250 |
| OCWNY WORK KEYS DESIGINATION | ||||||
| 200 NORTH SECOND STREET | FULTON | NY | 13069 | PC | GENERAL OPERATING | $1,500 |
| UNITED WAY OF GREATER OSWEGO COUNTY | ||||||
| 1 SOUTH FIRST STREET | FULTON | NY | 13069 | PC | GENERAL OPERATING | $1,000 |
| OSWEGO INDUSTRIES | ||||||
| 7 MORRILL PLACE | FULTON | NY | 13069 | PC | GENERAL OPERATING | $750 |
| THE ST LUKE-JOHN FOSTER BURDEN FUND | ||||||
| 299 EAST RIVER ROAD | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $500 |
| HISCOCK LEGAL AID SOCIETY | ||||||
| 351 SOUTH WARREN STREET | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $500 |
| ROAD2RECOVERY CNY | ||||||
| 131 WEST SENECA STREET SUITE B 2 | MANLIUS | NY | 13104 | PC | GENERAL OPERATING | $1,000 |
| SAFE HAVEN INC | ||||||
| 2 EAST SEVENTH STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $350 |
| OSWEGO HEALTH FOUNDATION | ||||||
| 110 WEST SIXTH STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $3,000 |
| ANTHONY HOUSE | ||||||
| PO BOX 862 185 E SENECA ST | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $1,000 |
| RSVP VOLUNTEER LUNCHEON (RESEARCH FOUNDATION SUNY OSWEGO) | ||||||
| 34 E BRIDGE STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $500 |
| OCO- GIVING THANKS | ||||||
| 239 ONEIDA STREET | FULTON | NY | 13069 | PC | GENERAL OPERATING | $1,000 |
| DUCKS UNLIMITED (GARDENIER PRESERVE) | ||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | PC | GENERAL OPERATING | $15,000 |
| STILLWORK CONSULTING GROUP | ||||||
| 32 FOWLER LANE | MIDDLEFIELD | CT | 06455 | PC | GENERAL OPERATING | $400 |
| STILLWORK CONSULTING GROUP | ||||||
| 32 FOWLER LANE | MIDDLEFIELD | CT | 06455 | PC | GENERAL OPERATING | $2,000 |
| VICTORY TRANSFORMATION INC | ||||||
| 24 EAST ONEIDA STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $52,000 |
| THE FARNHAM FOUNDATION | ||||||
| 283 WEST 2ND ST SUITE 200 | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $64,069 |
| UNITED WAY OF GREATER OSWEGO COUNTY | ||||||
| 1 SOUTH FIRST ST | FULTON | NY | 13069 | PC | GENERAL OPERATING | $3,750 |
| OSWEGO ROTARY FOUNDATION - 2025 SCHOLARSHIPS | ||||||
| PO BOX 3133 | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $4,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,387,543 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ERIE CANAL MUSEUM | ||||||
| 318 ERIE BLVD E | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $7,500 |
| CITI BOCES | ||||||
| 179 COUNTY ROUTE 64 | MEXICO | NY | 13104 | PC | GENERAL OPERATING | $75,000 |
| SYMPHORIA | ||||||
| 250 HARRISON ST SUITE 301 | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $20,134 |
| FOOD BANK OF CNY | ||||||
| 7066 INTERSTATE ISLAND ROAD | SYRACUSE | NY | 13209 | PC | GENERAL OPERATING | $100,000 |
| OSWEGO RENNAISSANCE ASSOCIATION | ||||||
| 115 W FAYETTE STREET | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $100,000 |
| OSWEGO HEALTH | ||||||
| 110 W 6TH STREET | OSWEGO | NY | 13126 | PC | GENERAL OPERATING | $150,000 |
| CENTERSTATE CEO - FULTON BLOCK BUILDERS | ||||||
| 115 W FAYETTE STREET | SYRACUSE | NY | 13202 | PC | GENERAL OPERATING | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $552,634 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $795,226 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,138,149 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,933,875 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,933,875 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING / BOOKKEEPING | CategoryTxt |
| Amt | $15,085 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,085 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES IBOXX $ | $972,778 | $972,778 |
| JP MORGAN EXCHANGE ETF | $1,259 | $1,259 |
| VANGUARD SHORT TERM BOND | $1,168,322 | $1,168,322 |
| VANGUARD MORTGAGE-BACKED | $1,130,689 | $1,130,689 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GLOBAL X FUNDS GLOBAL X | $142,337 | $142,337 |
| INVESCO QQQ TR SER 1 | $160,015 | $160,015 |
| ISHARES CYBERSECURITY | $122,902 | $122,902 |
| ISHARES US AEROSPACE ETF | $132,414 | $132,414 |
| ISHARES CORE S&P 500 ETF | $5,339,328 | $5,339,328 |
| SECTOR SPDR ENERGY | $110,159 | $110,159 |
| SPDR S P BIOTECH | $97,265 | $97,265 |
| TECHNOLOGY SELECT | $159,276 | $159,276 |
| VANGUARD SMALL CAP VALUE | $1,894,997 | $1,894,997 |
| VANGUARD SMALL CAP | $1,481,517 | $1,481,517 |
| VANGUARD VALUE ETF | $5,121,833 | $5,121,833 |
| VANGUARD GROWTH ETF | $5,459,673 | $5,459,673 |
| VANGUARD FTSE EMERGING | $1,392,413 | $1,392,413 |
| VANGUARD INDEX FDS | $663,556 | $663,556 |
| VANGUARD MID-CAP VAL IDX | $448,103 | $448,103 |
| VANGUARD FTSE DEVELOPED | $3,437,923 | $3,437,923 |
| GLOBAL X FUNDS GLOBAL X ETF | $88,408 | $88,408 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,197,549 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,197,549 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BX STRATEGIC PARTNERS SECONDARIES IX FUND | FMV | $555,263 | $555,263 |
| KKR NORTH AMERICA BUYOUT ACCESS FUND XIII | FMV | $559,594 | $559,594 |
| CARLYLE ALPINVEST | FMV | $1,000,000 | $1,000,000 |
| SLP VII TECHNOLOGY | FMV | $268,127 | $268,127 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE FURNITURE | $5,612 | $4,072 | $1,540 | $1,540 |
| SOFTWARE | $7,428 | $7,428 | $0 | |
| HP LAPTOP | $1,688 | $1,491 | $197 | $197 |
| LAND | $809,148 | $0 | $809,148 | $809,148 |
| MICROSOFT SURFACE | $1,500 | $400 | $1,100 | $1,100 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,700 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,700 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAIDS | $23,501 | $10,441 | $10,441 |
| FEDERAL EXCISE TAX RECEIVABLE | $873 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $1,118 | $0 | $0 | $1,118 |
| MISCELLANEOUS | $20,754 | $0 | $0 | $20,754 |
| OFFICE EXPENSE | $21,034 | $0 | $0 | $15,589 |
| INSURANCE EXPENSE | $1,282 | $0 | $0 | $1,282 |
| DUES & SUBSCRIPTIONS | $5,945 | $0 | $0 | $5,945 |
| PROFESSIONAL DEVELOPMENT | $19,108 | $0 | $0 | $19,108 |
| MEETINGS | $588 | $0 | $0 | $588 |
| SPONSORSHIPS | $15,350 | $0 | $0 | $15,350 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,883,488 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX PAYABLE | $98,900 | $139,100 |
| FEDERAL EXCISE TAXES PAYABLE | $0 | $13,701 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $124,107 | $74,464 | $0 | $49,643 |
| CONSULTING | $3,192 | $0 | $0 | $3,192 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $10,270 | $0 | $0 | $10,270 |
| EXCISE TAX | $59,774 | $0 | $0 | $0 |