THE HOROWITCH FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE HOROWITCH FAMILY FOUNDATION (EIN 23-7046081)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201501329349103000
- Schema version
- 2014v5.0
- 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
- Schedule B
- 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 | 2015-05-12T12:46:31-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2014-01-01 | 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 | 2015-05-12 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,119,784 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,300 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $65,379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,379 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,155,525 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $337,509 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $408,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $402,888 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,350 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,550 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,550 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $280 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $313,083 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $394,708 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,013 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $341,854 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,038,321 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $991,003 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,136,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $747,171 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $969,169 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $162,507 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $170,897 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $159,612 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,643,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,956,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,119,784 | 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 | $1,290,471 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,603,554 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,643,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,956,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,643,306 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,956,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,643,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $313,083 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,956,389 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,956,389 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 600.0000 CENOVUS | P | 2014-10-27 | $7,006 | $2,604 | $4,402 | $4,402 | |
| 500.0000 Phillips66 | P | 2014-10-27 | $37,255 | $4,656 | $32,599 | $32,599 | |
| 600.0000 ENCANA CORP | P | 2014-10-27 | $10,321 | $5,644 | $4,677 | $4,677 | |
| 400.0000 EOG RESOURCES | P | 2014-12-12 | $34,668 | $4,208 | $30,460 | $30,460 | |
| 200.0000 GENERAL ELEC CO | P | 2014-10-27 | $5,068 | $6,394 | -$1,326 | -$1,326 | |
| 300.0000 ISHARES DJ US UTIL SECTOR | P | 2014-01-24 | $28,472 | $16,645 | $11,827 | $11,827 | |
| 1000.0000 Marathon Petroleum corp | P | 2014-10-27 | $83,915 | $14,567 | $69,348 | $69,348 | |
| 300.0000 MEDTRONIC INC | P | 2014-12-12 | $21,597 | $359 | $21,238 | $21,238 | |
| 200.0000 PEPSICO INC | P | 2014-10-27 | $18,652 | $8,798 | $9,854 | $9,854 | |
| 1500.0000 UTILITIES SEL SECT SPDR FUND | P | 2014-01-24 | $56,859 | $35,140 | $21,719 | $21,719 | |
| 354.0000 Exxon from XTO ENERGY INC | P | 2014-10-27 | $32,529 | $15,948 | $16,581 | $16,581 | |
| 200.0000 DUPONT | P | 2014-12-12 | $13,883 | $9,982 | $3,901 | $3,901 | 2007-04-17 |
| 300.0000 General Electric | P | 2014-10-27 | $7,602 | $10,498 | -$2,896 | -$2,896 | 2008-01-18 |
| 1000.0000 CNINDEX INTL | P | 2014-07-11 | $23,253 | $13,317 | $9,936 | $9,936 | 2009-06-24 |
| 900.0000 Health Care Svc Group | P | 2014-12-12 | $26,277 | $13,198 | $13,079 | $13,079 | 2009-12-28 |
| 200.0000 johnson & johnson | P | 2014-12-12 | $20,676 | $11,606 | $9,070 | $9,070 | 2009-02-13 |
| 600.0000 Stericycle Inc | P | 2014-08-01 | $70,027 | $29,079 | $40,948 | $40,948 | 2009-02-13 |
| 300.0000 Caterpiller | P | 2014-10-27 | $26,816 | $21,976 | $4,840 | $4,840 | 2010-04-26 |
| 300.0000 dupont | P | 2014-12-12 | $20,825 | $11,376 | $9,449 | $9,449 | 2010-06-15 |
| 750.0000 Health Care Svc Group | P | 2014-12-12 | $21,898 | $11,449 | $10,449 | $10,449 | 2010-03-26 |
| 500.0000 Dupont | P | 2014-12-12 | $34,708 | $26,788 | $7,920 | $7,920 | 2011-05-02 |
| 500.0000 Dupont | P | 2014-12-12 | $34,708 | $28,288 | $6,420 | $6,420 | 2011-05-18 |
| 350.0000 Health Care Svc Group | P | 2014-12-12 | $10,219 | $5,663 | $4,556 | $4,556 | 2011-01-21 |
| 250.0000 Marathon Petroleum Corp | P | 2014-10-27 | $20,979 | $10,541 | $10,438 | $10,438 | 2011-04-25 |
| 500.0000 Blackstone Group | P | 2014-10-27 | $15,391 | $12,476 | $2,915 | $2,915 | 2013-09-18 |
| 4500.0000 General Electric | P | 2014-10-27 | $114,027 | $108,919 | $5,108 | $5,108 | 2013-08-13 |
| 1500.0000 Pfizer Inc | P | 2014-12-12 | $46,397 | $43,850 | $2,547 | $2,547 | 2013-04-08 |
| 500.0000 Sanofi ADR | P | 2014-12-12 | $22,270 | $25,518 | -$3,248 | -$3,248 | 2013-09-18 |
| 500.0000 Starwood Property Trust | P | 2014-08-19 | $14,228 | $12,430 | $1,798 | $1,798 | 2013-09-18 |
| 1000.0000 Windstream Hldgs Inc | P | 2014-10-27 | $10,063 | $8,710 | $1,353 | $1,353 | 2013-11-06 |
| 500 Amtrust Financial Srv Inc. | P | 2014-10-27 | $24,103 | $22,721 | $1,382 | $1,382 | 2014-08-13 |
| 1000 Appollo Coml Real Est Fin Inc. | P | 2014-10-27 | $16,040 | $16,899 | -$859 | -$859 | 2014-07-14 |
| 1000 Assoc Estate Realty | P | 2014-12-12 | $22,868 | $18,459 | $4,409 | $4,409 | 2014-07-07 |
| 1000 Freeport-McMoran, Inc. | P | 2014-10-27 | $25,650 | $38,607 | -$12,957 | -$12,957 | 2014-01-15 |
| 2000 Globus Medical Inc. A | P | 2014-12-12 | $46,665 | $50,307 | -$3,642 | -$3,642 | 2014-03-19 |
| 300 Greenbrier Cos Inc. | P | 2014-10-27 | $17,746 | $20,110 | -$2,364 | -$2,364 | 2014-07-22 |
| 500 H & E Equipment Svcs Inc. | P | 2014-10-27 | $17,661 | $20,696 | -$3,035 | -$3,035 | 2014-08-27 |
| 300 Monsanto Co/New | P | 2014-12-12 | $35,250 | $38,460 | -$3,210 | -$3,210 | 2014-06-25 |
| 1000 Roche Holdings Adr | P | 2014-12-12 | $36,738 | $37,979 | -$1,241 | -$1,241 | 2014-09-24 |
| 1000 Brookfield Ppty Partners LP | P | 2014-12-12 | $22,215 | $23,151 | -$936 | -$936 | 2014-12-05 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $337,509 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $202,077 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $93,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,026,744 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04608 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $94,974 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,861,592 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05102 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $101,880 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,881,854 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05414 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,881,758 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04719 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $96,448 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,712,469 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05632 | DistributionYr5Rt |
| Total Distribution | 0.25475 | TotalDistributionRt |
| Average Distribution | 0.05095 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,155,991 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,848 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,947 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,795 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,925 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,894 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,894 | SubtotalAmt |
| Tax Based On Investment Income | $7,894 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,608 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,608 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,286 | 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 |
| 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 | $1,497,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $691,094 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,188,823 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,188,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,155,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,894 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,894 | TotalTaxAmt |
| Distributable Before Adj | $99,906 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $99,906 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $99,906 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,925 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $86,925 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $86,925 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,906 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,931 | UndistributedIncomePYAmt |
| Qualifying Distributions | $86,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,931 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,994 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $94,912 | 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 (21 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 | $300 |
| 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 | $750 |
| 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 | $500 |
| 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 | $1,500 |
| Memorial Sloan-Kettering | |||||||
| 1275 York Avenue | New York | NY | 10065 | NONE | PC | General | $250 |
| St Joseph's Hospital | |||||||
| 301 Prospect Avenue | Syracuse | NY | 13203 | NONE | PC | General | $250 |
| Syracuse University | |||||||
| 820 Comstock Avenue | Syracuse | NY | 13244 | NONE | PC | General | $10,000 |
| Syracuse Jewish Federation | |||||||
| 5655 Thompson Road | DeWitt | NY | 13214 | NONE | PC | General | $27,000 |
| Syracuse Stage | |||||||
| 820 E Genesee Street | Syracuse | NY | 13210 | NONE | PC | General | $250 |
| Temple Society of Concord | |||||||
| 910 Madison Street | Syracuse | NY | 13210 | NONE | PC | General | $400 |
| 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 | $750 |
| 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 | $38,500 |
| Phoenix Symphony | |||||||
| One North First Street Suite 200 | Phoenix | AZ | 85004 | NONE | PC | General | $750 |
| Various | |||||||
| Madison Street | Syracuse | NY | 13210 | NONE | PC | General | $2,175 |
| Syracuse Jewish Community Center | |||||||
| 5655 Thompson Road | DeWitt | NY | 13214 | NONE | PC | General | -$4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,925 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,379 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $337,509 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,379 | ExclusionAmt |
| Related Or Exempt Function Incm | $337,509 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $402,888 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DR SHELDON J HOROWITCH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6709 BROOKLAWN PKWY | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,300 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bookeeping | $1,250 | $1,250 | $0 | $0 |
| Darcangelo & Co | $2,100 | $2,100 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK SEE SCHEDULE | $357,767 | $525,013 |
| SYNGENTA AG SPON ADR | $8,668 | $19,272 |
| AT&T | $9,567 | $10,077 |
| JP MORGAN CHASE CAP XXIX GTD CAP SERIES | $100,131 | $101,600 |
| dupont | $24,444 | $36,970 |
| Duke Energy | $5,466 | $8,354 |
| Tri Continental Corp | $20 | $20 |
| Met Life | $7,060 | $10,818 |
| Freeport Mcmoran Copper & Gold | $30,890 | $18,688 |
| HealthCare Svcs Group | $71,457 | $92,790 |
| NBT Bank | $6,780 | $7,881 |
| Blackstone Group | $6,704 | $10,149 |
| Sabra Health Care Reit | $4,618 | $6,074 |
| General Electric | $60,114 | $63,175 |
| Sabra Health Care Reit | $28,888 | $37,963 |
| HealthCare Svcs Group | $4,903 | $6,186 |
| Freeport Mcmoran | $11,625 | $7,008 |
| Globus Med Inc. | $8,069 | $7,131 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Petroleum & Res Corp | AT COST | $162,507 | $151,432 |
| apollo Comercial R/e | AT COST | $8,390 | $8,180 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Fees | $30 | $30 |
| NYS Department of Law | $250 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EFTPS ( Federal Taxes) | $2,608 | $2,608 |
| FOREIGN TAXES | $111 | $111 |
| US Treasury 990 PF | $1,831 | $1,831 |