JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION (EIN 27-0951890)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-02
- IRS object ID
- 201531839349100723
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-02T14:34:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 270951890 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bonide Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % James J Wurz | InCareOfNm |
| Business Name Control | BONI | BusinessNameControlTxt |
| Phone | 3157368231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 Sutliff Road | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | Oriskany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | james j wurz | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 3157368231 | PhoneNum |
| Signature | 2015-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 3157368231 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,384,741 | 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 | $821,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $76 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $454,160 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,292 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $883,283 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,283 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $7,101 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,101 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $689 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,138 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,135 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,153 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,488 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,153 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $694,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,130 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $822,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $485,350 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $485,350 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $46,098 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $46,098 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $44,795 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $389,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,313,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,382,626 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $368,035 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $483,259 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $471,970 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,626,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,328,374 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,384,741 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $7,125 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $7,125 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,626,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,321,249 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,626,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,321,249 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,626,454 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,328,374 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,626,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $694,795 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,321,249 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,321,249 | 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 | PropertyDesc |
| Gross Sales Price | $454,160 | GrossSalesPriceAmt |
| Cost Or Other Basis | $423,868 | CostOrOtherBasisAmt |
| Gain Or Loss | $30,292 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $30,292 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,292 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $160,764 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $861,217 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.186671 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $134,037 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $813,349 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.164796 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $124,654 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $776,705 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.160491 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $174,113 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $653,455 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.26645 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $533,553 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.778408 | TotalDistributionRt |
| Average Distribution | 0.155682 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,722,052 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $268,092 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $551 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $268,643 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $180,695 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,103 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,103 | SubtotalAmt |
| Tax Based On Investment Income | $1,103 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $603 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,103 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James J Wurz | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3157368231 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 Sutliff Road | AddressLine1Txt |
| City | Oriskany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13424 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Donald Stevenson | ||||||
| 6301 Sutliff Road | Oriskany | NY | 13424 | Dir | 1.0 | $0 |
| Gregory P Wurz | ||||||
| 6301 Sutliff Road | Oriskany | NY | 13424 | Dir | 1.0 | $0 |
| James J Wurz | ||||||
| 6301 Sutliff Road | Oriskany | NY | 13424 | Pres / Dir | 1.0 | $0 |
| Michael J Wurz | ||||||
| 6301 Sutliff Road | Oriskany | NY | 13424 | Dir / Sec | 1.0 | $0 |
| Edward T Wurz Sr | ||||||
| 6301 Sutliff Road | Oriskany | NY | 13424 | Dir | 1.0 | $0 |
| James H Wurz Sr | ||||||
| 6301 Sutliff Road | Oriskany | NY | 13424 | Dir | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,508,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,345 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,748,276 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,748,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,722,052 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,103 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,103 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,103 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,103 | TotalTaxAmt |
| Distributable Before Adj | $85,000 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $85,000 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $85,000 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,695 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $180,695 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $180,695 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,000 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $133,825 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,671 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,776 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $118,583 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $431,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,695 | QualifyingDistributionsAmt |
| Applied To Current Year | $85,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,695 | RemainingDistriFromCorpusAmt |
| Total Corpus | $527,550 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $527,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $133,825 | ExcessFromYear4Amt |
| Excess From Year3 | $85,671 | ExcessFromYear3Amt |
| Excess From Year2 | $93,776 | ExcessFromYear2Amt |
| Excess From Year1 | $118,583 | ExcessFromYear1Amt |
| Excess From Current Year | $95,695 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDS COMMUNITY RESOURCES | |||||||
| 401 COLUMBIA ST | UTICA | NY | 13502 | N/A | PC | General & Unrestricted | $1,000 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | N/A | PC | General & Unrestricted | $1,000 |
| ALS OF UTICA | |||||||
| 9169 STATE RTE 49 | MARCY | NY | 13403 | N/A | PC | General & Unrestricted | $1,000 |
| ALZHEIMERS RESOURCE CENTER INC | |||||||
| 1314 WESTGATE PKWY STE 2 | DOTHAN | AL | 36303 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN CENTER FOR LAW AND JUSTICE -DC | |||||||
| 7010 LITTLE RIVER TPKE 440 | ANNANDALE | VA | 22003 | N/A | PC | General & Unrestricted | $2,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL ST 22ND FL | NEW YORK | NY | 10005 | N/A | PC | Utica NY Division | $500 |
| AMERICAN LIFE LEAGUE | |||||||
| 1179 COURTHOUSE RD | STAFFORD | VA | 22554 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN YOUTH SOCCER ORGANIZATION - WHITESTOWN | |||||||
| 4 WHITE ST | WHITESBORO | NY | 13492 | N/A | PC | General & Unrestricted | $5,000 |
| ANGEL FLIGHT EAST | |||||||
| 1501 NARCISSA RD | BLUE BELL | PA | 19422 | N/A | PC | General & Unrestricted | $5,000 |
| BOYS & GIRLS CLUB OF UTICA INC | |||||||
| 755 LANSING ST | UTICA | NY | 13501 | N/A | PC | General & Unrestricted | $1,000 |
| BROADWAY THEATER LEAGUE OF UTICA | |||||||
| 258 GENESEE ST | UTICA | NY | 13502 | N/A | PC | General & Unrestricted | $500 |
| CATHOLIC CHARITIES OF ONEIDA | |||||||
| 1408 GENESEE ST | UTICA | NY | 13502 | N/A | PC | General & Unrestricted | $1,500 |
| CATHOLIC MEDICAL MISSION BOARD INC | |||||||
| 10 W 17TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,000 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | PC | General & Unrestricted | $500 |
| CENTER FOR FAMILY LIFE AND RECOVERY INC | |||||||
| 502 COURT ST STE 401 | UTICA | NY | 13502 | N/A | PC | General & Unrestricted | $500 |
| CENTRAL ASSOCIATION FOR THE BLIND INC | |||||||
| 507 KENT ST | UTICA | NY | 13501 | N/A | PC | General & Unrestricted | $500 |
| CENTRAL NEW YORK RONALD MCDONALD HOUSE CHARITIES | |||||||
| 1027 E GENESEE ST | SYRACUSE | NY | 13210 | N/A | PC | General & Unrestricted | $20,000 |
| CHRISTIAN APPALACHIAN PROJECT INC | |||||||
| 6550 S KY RTE 321 | HAGERHILL | KY | 41222 | N/A | PC | General & Unrestricted | $1,000 |
| CITY OF HOPE | |||||||
| 1055 WILSHIRE BLVD 12TH FLR | LOS ANGELES | CA | 90017 | N/A | PC | Charitable Event | $7,500 |
| CITY OF HOPE - SAN DIEGO | |||||||
| 5090 SHOREHAM PL 212 | SAN DIEGO | CA | 92122 | N/A | PC | Charitable Event | $1,250 |
| COMFORT HOUSE INC | |||||||
| 1203 KEMBLE ST | UTICA | NY | 13501 | N/A | PC | General & Unrestricted | $2,000 |
| COMPASSION COALITION | |||||||
| 509 LAFAYETTE ST | UTICA | NY | 13502 | N/A | PC | Food Pantry | $500 |
| CORNELL UNIVERSITY | |||||||
| PO BOX 752 | ITHACA | NY | 14851 | N/A | PC | General & Unrestricted | $300 |
| COVENANT HOUSING CORP OF CENTRAL NEW YORK | |||||||
| 1228 TEALL AVE 102 | SYRACUSE | NY | 13206 | N/A | PC | General & Unrestricted | $500 |
| CROSS CATHOLIC OUTREACH INC | |||||||
| 2700 N MILITARY TRL STE 240 | BOCA RATON | FL | 33431 | N/A | PC | General & Unrestricted | $1,000 |
| DISABLED VETERANS NATIONAL FOUNDATION | |||||||
| 1020 19TH ST NW STE 475 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,000 |
| FEED OUR VETERANS | |||||||
| 33 ROCKPORT RD | NEW HARTFORD | NY | 13413 | N/A | PC | General & Unrestricted | $1,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | N/A | PC | Charitable Event | $5,000 |
| FOOD BANK OF CENTRAL NEW YORK | |||||||
| 7066 INTERSTATE ISLAND RD | SYRACUSE | NY | 13209 | N/A | PC | General & Unrestricted | $2,000 |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS RD | COCONUT CREEK | FL | 33097 | N/A | PC | General & Unrestricted | $1,000 |
| FOR THE GOOD INC | |||||||
| 1113 LINWOOD PL | UTICA | NY | 13501 | N/A | PC | Urban Community Garden Utica NY | $500 |
| FUND A CURE FOR PANCREATIC CANCER | |||||||
| 12 KUHARS WAY | NEWTOWN | PA | 18940 | N/A | PC | General & Unrestricted | $1,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| OF SUFFOLK INC 643 MIDDLE COUNTRY R | MIDDLE ISLAND | NY | 11953 | N/A | PC | General & Unrestricted | $2,960 |
| HEART SHARE HUMAN SERVICES OF NEW YORK | |||||||
| 12 METROTECH CTR FL 29 | BROOKLYN | NY | 11201 | N/A | PC | Utica NY Division | $1,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $3,000 |
| HOLY CROSS ACADEMY | |||||||
| 4020 BARRINGTON RD | ONEIDA | NY | 13421 | N/A | PC | General & Unrestricted | $1,000 |
| HOUSE OF THE GOOD SHEPHERD | |||||||
| 1550 CHAMPLIN AVE | UTICA | NY | 13502 | N/A | PC | Utica NY Division | $500 |
| HUMAN TECHNOLOGIES CORPORATION | |||||||
| 2260 DWYER AVE | UTICA | NY | 13501 | N/A | PC | General & Unrestricted | $1,000 |
| JCTOD OUTREACH INC | |||||||
| PO BOX 160 | UTICA | NY | 13503 | N/A | PC | Food Pantry | $1,000 |
| JUDICIAL WATCH INC | |||||||
| 425 3RD ST SW STE 800 | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $1,000 |
| KIDS ONEIDA INC | |||||||
| 310 MAIN ST | UTICA | NY | 13501 | N/A | PC | Family Nurturing Center | $1,000 |
| KUYAHOORA VOLUNTEER AMBULANCE CORPS INC | |||||||
| PO BOX 282 | POLAND | NY | 13431 | N/A | PC | General & Unrestricted | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 1311 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | N/A | PC | Charitable Event | $500 |
| MOHAWK VALLEY COMMUNITY ACTION AGENCY INC | |||||||
| 9882 RIVER RD | UTICA | NY | 13502 | N/A | PC | Runaway & Homeless Youth Program | $500 |
| MONROE COMMUNITY COLLEGE ASSN INC | |||||||
| 1000 E HENRIETTA RD | ROCHESTER | NY | 14623 | N/A | PC | General & Unrestricted | $800 |
| NATIONAL FFA FOUNDATION INC | |||||||
| PO BOX 68960 | INDIANAPOLIS | IN | 46268 | N/A | PC | General & Unrestricted | $500 |
| NCMECNEW YORK - MOHAWK VALLEY | |||||||
| 934 YORK ST | UTICA | NY | 13502 | N/A | PC | General & Unrestricted | $1,000 |
| NEIGHBORHOOD CENTER INC | |||||||
| 293 GENESEE ST | UTICA | NY | 13501 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK MILLS VOLUNTEER FIRE COMPANY INC | |||||||
| 1 MAPLE ST | NEW YORK MLS | NY | 13417 | N/A | PC | General & Unrestricted | $1,000 |
| NY STATE RIGHT TO LIFE COMMITTEE EDUCATIONAL FUND | |||||||
| 41 STATE ST | ALBANY | NY | 12207 | N/A | PC | General & Unrestricted | $1,000 |
| NOTRE DAME JRSR HIGH SCHOOL | |||||||
| 2 NOTRE DAME LN | UTICA | NY | 13502 | N/A | PC | General & Unrestricted | $1,000 |
| OUR LADY OF THE ROSARY | |||||||
| 1736 BURRSTONE RD | NEW HARTFORD | NY | 13413 | N/A | PC | General & Unrestricted | $3,000 |
| PLAYERS OF UTICA INC | |||||||
| PO BOX 29 | NEW HARTFORD | NY | 13413 | N/A | PC | Building Fund | $1,000 |
| PRIESTS FOR LIFE | |||||||
| 20 EBBITTS ST | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $1,000 |
| REMSEN VOLUNTEER FIRE COMPANY INC | |||||||
| 9623 MAIN ST | REMSEN | NY | 13438 | N/A | PC | General & Unrestricted | $2,000 |
| RISING STARS SOCCER CLUB OF CENTRAL NY INC | |||||||
| PO BOX 423 | ROME | NY | 13442 | N/A | PC | General & Unrestricted | $12,000 |
| SCHOLARSHIP AMERICA INC | |||||||
| 7900 INTERNATIONAL DR STE 500 | MINNEAPOLIS | MN | 55425 | N/A | PC | Utica Dollars for Scholars Fund | $2,000 |
| SOUTH TRENTON COMMUNITY ASSOCIATION INC | |||||||
| 7010 TRENTON RD | BARNEVELD | NY | 13304 | N/A | PC | General & Unrestricted | $1,500 |
| SOUTH TRENTON PRESBYTERIAN CHURCH | |||||||
| 7010 TRENTON RD | BARNEVELD | NY | 13304 | N/A | PC | General & Unrestricted | $1,500 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $1,000 |
| ST JOHN CATHOLIC CHURCH | |||||||
| 240 BLEECKER ST | UTICA | NY | 13501 | N/A | PC | General & Unrestricted | $1,000 |
| ST MARY OF MT CARMELBLESSED SACRAMENT PARISH | |||||||
| 648 JAY ST | UTICA | NY | 13501 | N/A | PC | General & Unrestricted | $1,000 |
| ST PATRICK'S SCHOOL | |||||||
| 354 ELIZABETH ST | ONEIDA | NY | 13421 | N/A | PC | General & Unrestricted | $1,000 |
| ST PATRICK'S SCHOOL | |||||||
| 354 ELIZABETH ST | ONEIDA | NY | 13421 | N/A | PC | Raise the Roof Project | $20,000 |
| ST PAULS CHURCH | |||||||
| 16 PARK AVE | WHITESBORO | NY | 13492 | N/A | PC | General & Unrestricted | $2,000 |
| ST PETER PARISH | |||||||
| 422 COVENTRY AVE | UTICA | NY | 13502 | N/A | PC | General & Unrestricted | $2,000 |
| STITTVILLE FIRE DEPARTMENT | |||||||
| 9069 MAIN ST | STITTVILLE | NY | 13469 | N/A | PC | General & Unrestricted | $2,000 |
| TEA PARTY PATRIOTS FOUNDATION INC | |||||||
| 1025 ROSE CREEK DR STE 322 | WOODSTOCK | GA | 30189 | N/A | PC | General & Unrestricted | $1,500 |
| THDF II INC | |||||||
| 2455 PACES FERRY RD NO C-17 | ATLANTA | GA | 30339 | N/A | PC | 2014 Home Depot Community Building Invitational | $5,500 |
| THE SALVATION ARMY | |||||||
| 440 W NYACK RD | WEST NYACK | NY | 10994 | N/A | PC | General & Unrestricted | $1,000 |
| THEA BOWMAN HOUSE INC | |||||||
| 731 LAFAYETTE ST | UTICA | NY | 13502 | N/A | PC | General & Unrestricted | $1,000 |
| TRADITIONAL VALUES COALITION EDUCATION AND LEGAL | |||||||
| PO BOX 940 | ANAHEIM | CA | 92815 | N/A | PC | General & Unrestricted | $1,500 |
| TRUE VALUE FOUNDATION | |||||||
| 8600 BRYN MAWR AVE | CHICAGO | IL | 60631 | N/A | PC | 2014 Charity classic | $7,500 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | General & Unrestricted | $500 |
| UNITED STATES FUND FOR UNICEF IN KIND ASSISTANCE | |||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | N/A | SO I | General & Unrestricted | $1,000 |
| UNITED STATES FUND FOR UNICEF IN KIND ASSISTANCE | |||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | N/A | SO I | Fight against Ebola | $500 |
| UTICA PUBLIC LIBRARY | |||||||
| 303 GENESEE ST | UTICA | NY | 13501 | N/A | PC | General & Unrestricted | $250 |
| UTICA RESCUE MISSION | |||||||
| 212 RUTGER ST | UTICA | NY | 13501 | N/A | PC | General & Unrestricted | $2,500 |
| UTICA ZOOLOGICAL SOCIETY | |||||||
| 99 STEELE HILL RD | UTICA | NY | 13501 | N/A | PC | General & Unrestricted | $500 |
| WWP INC | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $500 |
| Y W C A OF THE MOHAWK VALLEY | |||||||
| 1000 CORNELIA ST | UTICA | NY | 13502 | N/A | PC | Crisis Services | $1,000 |
| YOUNG MENS CHRISTIAN ASSOC & WOMENS COMMUNITY CTR | |||||||
| 301 W BLOOMFIELD ST | ROME | NY | 13440 | N/A | PC | General & Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,560 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,292 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,283 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,283 | TotalIncomeProducingActyAmt |
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 | Bonide Products Inc | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Finance Dept 6301 Sutliff Road | AddressLine1Txt |
| City | Oriskany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $821,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APACHE CORP - 2.625% - 01/15/2 | $14,864 | $13,738 |
| ATT - 1.400% - 12/01/2017 | $10,019 | $9,900 |
| BIOMED RLTY LP - 4.250% - 07/1 | $21,539 | $20,730 |
| CLOROX - 3.050% -09/15/2022 | $20,465 | $19,832 |
| COMCAST CORP BOND - 2.85% - 01 | $25,599 | $24,910 |
| DIGITAL RLTY TR - 3.625% - 10/ | $20,457 | $19,695 |
| ENERGIZER - 4.700% - 05/24/202 | $31,013 | $31,071 |
| HCP INC NOTE - 02.625% - 02/01 | $20,352 | $19,792 |
| INTL GAME TECHNOLOGY - 5.00% - | $31,292 | $31,102 |
| KENNAMETAL INC - 2.650% - 11/0 | $25,358 | $24,736 |
| LG&E & KU ENERGY - 3.750% - 11 | $21,597 | $20,859 |
| MATTEL -3.150% - 03/15/2023 | $15,404 | $14,761 |
| NEWELL RUBBERMAID - 2.875% - 1 | $30,017 | $30,011 |
| ONEOK PARTNERS - 2.000% - 10/0 | $25,503 | $24,860 |
| RAYTHEON - 3.125% - 10/15/2020 | $21,465 | $20,656 |
| ROPER INDUS - 1.850% -11/15/20 | $15,403 | $15,018 |
| THERMO FISHER SCIENTIFIC BOND | $25,353 | $24,803 |
| TRANSOCEAN INC NOTE - 06.37500 | $22,900 | $23,061 |
| TUPPERWARE BRANDS CORP - 4.750 | $27,150 | $26,792 |
| VENTAS REALTY LP - 2.000% - 02 | $30,307 | $30,026 |
| YUM BRANDS -3.750% -11/01/2021 | $27,202 | $25,617 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $20,705 | $21,610 |
| ABBVIE INC. | $13,124 | $14,397 |
| ACCENTURE PLC | $4,992 | $5,805 |
| AIR PRODS & CHEM INC. | $3,829 | $6,490 |
| AMERICAN EXPRESS CO | $19,232 | $20,934 |
| AMERIPRISE FINANCIAL INC | $13,814 | $14,548 |
| ANADARKO PETROLEUM CORP | $19,800 | $16,500 |
| APPLE INC. | $17,852 | $20,420 |
| AUTOMATIC DATA PROCESSING INC. | $24,234 | $26,262 |
| BAXTER INTERNATIONAL INC. | $23,971 | $24,186 |
| BECTON DICKINSON & CO | $4,854 | $6,958 |
| BOEING CO | $23,077 | $25,996 |
| CABELA'S INC | $15,747 | $15,813 |
| CALIFORNIA RESOURCES CORPORATI | $158 | $121 |
| CDK GLOBAL INC | $732 | $1,223 |
| CHEVRON CORP | $7,735 | $7,292 |
| COLGATE-PALMOLIVE COMPANY | $4,155 | $4,843 |
| COMCAST CORP CL A | $20,211 | $22,624 |
| CONOCOPHILLIPS | $16,122 | $17,265 |
| EATON CORP PLC | $20,407 | $21,068 |
| FIDELITY EMERGING MARKETS DISC | $30,926 | $28,889 |
| FRANKLIN RES INC | $20,495 | $20,210 |
| GENERAL ELECTRIC CO | $4,340 | $4,549 |
| ILLINOIS TOOL WORKS | $3,362 | $5,209 |
| INTEL CORP | $23,901 | $27,218 |
| ISHARES MSCI EAFE SMALL CAP IN | $43,749 | $39,936 |
| ISHARES TRUST RUSSELL 1000 GRO | $176,005 | $196,478 |
| JP MORGAN CHASE & CO | $17,997 | $18,774 |
| LAS VEGAS SANDS CORP | $11,580 | $11,632 |
| LOOMIS SAYLES GLOBAL BOND FUND | $26,783 | $24,578 |
| MARRIOTT INTERNATIONAL INC. CL | $22,164 | $25,750 |
| MONDELEZ INTERNATIONAL INC | $20,816 | $20,890 |
| MONSANTO CO | $17,802 | $17,921 |
| NORFOLK SOUTHERN CORP | $24,929 | $28,499 |
| OCCIDENTAL PETROLEUM CORP | $4,260 | $4,434 |
| OPPENHEIMER SNR FLOATING RAT | $10,325 | $9,947 |
| PNC FINANCIAL GROUP INC. | $17,364 | $19,158 |
| POWERSHARES QQQ NASDAQ 100 | $40,860 | $42,332 |
| QUALCOMM INC | $18,580 | $19,326 |
| SCRIPPS NETWORKS INT | $19,222 | $19,194 |
| SELECT SECTOR SPDR-HEALTH CARE | $22,312 | $24,617 |
| STRYKER CORPORATION | $14,805 | $16,508 |
| STURM RUGER AND CO | $17,360 | $13,852 |
| UNILEVER PLC AMER | $15,416 | $14,775 |
| UNITED PARCEL SERVICE | $20,596 | $22,234 |
| UNITEDHEALTH GROUP INC. | $19,839 | $21,229 |
| US BANCORP | $3,321 | $4,270 |
| VANGUARD DIVIDEND APPRECIATION | $196,996 | $215,073 |
| VANGUARD FTSE EMERGING MARKETS | $59,214 | $60,029 |
| VANGUARD INFL-PROTECTED SECS | $45,187 | $41,168 |
| VANGUARD INTERMEDIATE TERM INV | $27,095 | $26,511 |
| VERIZON COMMUNICATIONS | $15,069 | $14,736 |
| WALGREEN BOOTS ALLIANCE INC | $6,390 | $7,239 |
| WELLS FARGO & CO. | $19,856 | $21,106 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $46,098 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $44,795 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $10,885 | $10,885 | |
| Bank Charges | $3 | $3 | |
| State or Local Filing Fees | $250 | $250 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| EOY Book Value | $7,125 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $7,101 | Amt |
| Net Investment Income | $7,101 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2014 | $500 | |
| 990-PF Extension for 2013 | $140 | |
| Foreign Tax Paid | $49 | $49 |