THE HOROWITCH FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE HOROWITCH FAMILY FOUNDATION (EIN 23-7046081)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-26
- IRS object ID
- 201801469349100200
- Schema version
- 2017v2.2
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-26T12:37:31-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 329 North Salina St Suite 400 | AddressLine1Txt |
| City | Syracuse | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 132031770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael W Lesser | PreparerPersonNm |
| PTIN | P00219780 | PTIN |
| Phone | 3154757213 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,116,732 | 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 | $338 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $338 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $277,543 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,360 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $106,839 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,839 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,025 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,911 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,911 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $250 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,653 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $351 | CashEOYAmt |
| Cash EOYFMV | $351 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $696,199 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $682,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $682,570 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,026,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,057,239 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,284,547 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $203,320 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $184,201 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $149,264 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,925,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,924,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,116,732 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,572,748 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,571,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,925,583 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,924,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,925,583 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,924,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,925,583 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,222 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,924,361 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,924,361 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| capital gain distributions | P | 2000-01-01 | 2017-12-31 | $4,659 | $4,659 | $4,659 | |
| 300 at&T | P | 2017-08-16 | $11,431 | $1,864 | $1,864 | $9,567 | |
| 2000 at&t | P | 2015-05-12 | $64,777 | $7,350 | $7,350 | $57,427 | |
| 300 Blackstone Group | P | 2013-05-30 | 2017-07-17 | $10,260 | $3,585 | $3,585 | $6,675 |
| 100 Chemours Dupont Spin off | P | 1905-07-07 | 2017-07-17 | $4,434 | $3,191 | $3,191 | $1,243 |
| 200 Concordia | P | 2015-09-10 | 2017-07-17 | $305 | -$14,618 | -$14,618 | $14,923 |
| 100 Duke Energy | P | 2011-08-15 | 2017-07-17 | $8,314 | $2,848 | $2,848 | $5,466 |
| 200 dupont | P | 2011-05-26 | 2017-07-17 | $16,889 | $6,924 | $6,924 | $9,965 |
| 300 dupont | P | 2011-08-09 | 2017-07-17 | $25,333 | $12,097 | $12,097 | $13,236 |
| 300 Freeport Mcmoran | P | 2014-07-07 | 2017-07-17 | $3,880 | -$7,745 | -$7,745 | $11,625 |
| 300 Globus Med Inc. | P | 2014-03-19 | 2017-07-17 | $9,573 | $1,503 | $1,503 | $8,070 |
| 200 Healthcare Svcs Group | P | 2013-01-15 | 2017-07-17 | $10,398 | $5,495 | $5,495 | $4,903 |
| 300 Healthcare Svcs Group | P | 2015-05-22 | 2017-07-17 | $15,598 | $6,515 | $6,515 | $9,083 |
| 200 metlife | P | 2012-10-01 | 2017-07-17 | $10,973 | $3,913 | $3,913 | $7,060 |
| 7 Pit Partners blackstone spin off | P | 2013-05-30 | 2017-07-17 | $273 | $246 | $246 | $27 |
| 300 SYNGENTA AG SPON ADR | P | 2006-05-08 | $25,461 | $16,793 | $16,793 | $8,668 | |
| 500 Appollo Comm R/e | P | 2014-07-14 | 2017-07-17 | $9,061 | $671 | $671 | $8,390 |
| 200 Sabra Heath Care Reit | P | 2013-01-15 | 2017-07-17 | $4,635 | $17 | $17 | $4,618 |
| 200 Host Hotels and Resorts | P | 2016-12-12 | 2017-07-17 | $3,674 | -$174 | -$174 | $3,848 |
| 300 Pfizer | P | 2016-06-09 | 2017-07-17 | $9,915 | -$783 | -$783 | $10,698 |
| 500 Vanek Vectors Gold | P | 2016-04-08 | 2017-07-17 | $10,945 | $216 | $216 | $10,729 |
| 300 Pfizer | P | 2017-02-06 | 2017-07-17 | $9,915 | $160 | $160 | $9,755 |
| 200 Blackstone Group | P | 2016-09-13 | 2017-07-17 | $6,840 | $1,633 | $1,633 | $5,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,360 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,626 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,998 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,061,020 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04803 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,076,785 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04708 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $86,925 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,155,991 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04032 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $93,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,026,744 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04608 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $94,974 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,861,592 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05102 | DistributionYr5Rt |
| Total Distribution | 0.232533 | TotalDistributionRt |
| Average Distribution | 0.046507 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,094,023 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $97,387 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,007 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $98,394 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $101,875 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,007 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,007 | SubtotalAmt |
| Tax Based On Investment Income | $1,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,327 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,327 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $314 | OverpaymentAmt |
| Applied To ES Tax | $314 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | SHELDON J 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SHELDON J HOROWITCH MD | ||||||
| 6709 BROOKLAWN PKY | SYRACUSE | NY | 13211 | Trustee | 5.00 | $0 |
| 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 | $1,436,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $689,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,125,912 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,125,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,094,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,007 | TotalTaxAmt |
| Distributable Before Adj | $103,694 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,694 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,694 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,875 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $101,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,007 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,868 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,694 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $101,733 | UndistributedIncomePYAmt |
| Qualifying Distributions | $101,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $101,733 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $142 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $103,552 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHELDON J HOROWITCH MD | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHELDON J 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Catholic Charities of Onondaga Coun | |||||||
| 1654 West Onondaga Street | Syracuse | NY | 13204 | NONE | PC | General | $200 |
| 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 | $1,000 |
| LeMoyne College | |||||||
| 1419 Salt Springs Road | Syracuse | NY | 13214 | NONE | PC | General | $250 |
| Menorah Park Foundation | |||||||
| 27100 Cedar Road | Beachwood | OH | 44122 | NONE | PC | General | $1,000 |
| OCC Foundation Inc | |||||||
| 4585 West Seneca Turnpike | Syracuse | NY | 13215 | NONE | PC | General | $250 |
| Phoenix Art Museum | |||||||
| 1625 N Central Avenue | Phoenix | AZ | 85004 | NONE | PC | General | $750 |
| Rescue Mission | |||||||
| 120 Gifford Street | Syracuse | NY | 13202 | NONE | PC | General | $1,000 |
| St Joseph's Hospital | |||||||
| 301 Prospect Avenue | Syracuse | NY | 13203 | NONE | PC | General | $500 |
| Syracuse University | |||||||
| 820 Comstock Avenue | Syracuse | NY | 13244 | NONE | PC | General | $5,000 |
| Syracuse Jewish Federation | |||||||
| 5655 Thompson Road | DeWitt | NY | 13214 | NONE | PC | General | $27,800 |
| Temple Society of Concord | |||||||
| 910 Madison Street | Syracuse | NY | 13210 | NONE | PC | General | $1,000 |
| Temple Adath Yeshurun | |||||||
| 450 Kimber Road | Syracuse | NY | 13224 | NONE | PC | General | $300 |
| United Way of CNY Inc | |||||||
| 518 James Street 200 | Syracuse | NY | 13203 | NONE | PC | General | $800 |
| Vera House Inc | |||||||
| 6181 Thompson Road 100 | Syracuse | NY | 13206 | NONE | PC | General | $5,000 |
| Trustees of Hamilton College | |||||||
| 198 College Hill Road | Clinton | NY | 13323 | NONE | PC | General | $50,000 |
| Phoenix Symphony | |||||||
| One North First Street Suite 200 | Phoenix | AZ | 85004 | NONE | PC | General | $750 |
| Various | |||||||
| Madison Street | Syracuse | NY | 13210 | NONE | PC | General | $475 |
| UPSTATE MEDICAL UNIVERSITY | |||||||
| 750 E Adams St | Syracuse | NY | 13210 | PC | General | $1,500 | |
| Mayo Foundation | |||||||
| 200 First St SW | Rochester | MN | 55905 | PC | General | $2,000 | |
| Syracuse Jewish Community Foundatio | |||||||
| 5655 Thompson Road | DeWitt | NY | 13214 | NONE | PC | General | $500 |
| American Cancer Society | |||||||
| 6725 Lyons St | Syracuse | NY | 13057 | NONE | PC | General | $200 |
| American Heart Association | |||||||
| 2 S Clinton St 305 | Syracuse | NY | 13202 | NONE | PC | General | $200 |
| Food Bank of CNY | |||||||
| 7066 Interstate Island Rd | Syracuse | NY | 13209 | NONE | PC | General | $200 |
| Jewish Braille Institute | |||||||
| 110 E 30th St | New York | NY | 10016 | NONE | PC | General | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,875 | 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 | $338 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,141 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $56,360 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $106,839 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,839 | 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 |
|---|---|---|---|---|
| Bookeeping | $1,400 | $1,400 | $0 | $0 |
| Darcangelo & Co | $1,625 | $1,625 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T | $10,134 | $11,664 |
| Tri Continental Corp | $31 | $253 |
| Freeport Mcmoran Copper & Gold | $30,890 | $15,168 |
| HealthCare Svcs Group | $71,457 | $158,160 |
| NBT Bank | $6,780 | $11,040 |
| Blackstone Group | $22,432 | $22,414 |
| General Electric | $60,114 | $43,625 |
| Sabra Health Care Reit | $25,751 | $23,463 |
| AT&T | $155,288 | $155,520 |
| AT&T | $268,227 | $311,040 |
| Costco Wholesale | $79,759 | $93,060 |
| Eli Lilly Co. | $19,299 | $33,784 |
| Lockeed Martin | $51,771 | $80,263 |
| Met Life | $22,050 | $25,280 |
| NBT Bank | $64,909 | $92,000 |
| Novartis | $55,889 | $83,960 |
| Pfizer | $67,626 | $72,440 |
| Senior Housing Property | $10,620 | $9,575 |
| HealthCare Svcs Group | $17,816 | $26,360 |
| Brighthouse Financial | $2,524 | $2,638 |
| Mondelez Intl | $13,872 | $12,840 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Adams Natural Resources | AT COST | $162,507 | $126,024 |
| Vaneck Vectors Gold Miners | AT COST | $21,694 | $23,240 |
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 | $966 | $966 |
| US Treasury 990 PF | $1,945 | $1,945 |