THE HOROWITCH FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE HOROWITCH FAMILY FOUNDATION (EIN 23-7046081)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-12
- IRS object ID
- 201132249349100108
- Schema version
- 2010v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-12T08:10:59-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kruth Stein Squadrito Liberman & Silverman | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N Salina St PO Box 6545 | AddressLine1 |
| City | Syracuse | City |
| State | NY | State |
| ZIP Code | 132176545 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237046081 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOROWITCH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HORO | NameControl |
| Phone | 3154635505 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SJ HOROWITCH 6709 BROOKLAWN | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13211 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHELDON J HOROWITCH MD | Name |
| Title | Trustee | Title |
| Date Signed | 2011-08-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sheldon Kruth | Name |
| Phone | 3154757213 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1968815 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 46000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2023 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2023 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 35654 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 35654 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12684 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 108633 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12684 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 20 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 96381 | TotalRevenueAndExpenses |
| Total Net Investment Income | 50361 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2200 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 69 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 69 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 300 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 300 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 2569 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2569 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 88800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 88800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 91369 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2569 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 88800 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5012 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 47792 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13129 | CashBOY |
| Cash EOY | 3360 | CashEOY |
| Cash EOYFMV | 3360 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 360956 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 88094 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 88094 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1238769 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1533058 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1877361 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 6646 | InvestmentsOtherBOY |
| Total Assets BOY | 1619500 | TotalAssetsBOY |
| Total Assets EOY | 1624512 | TotalAssetsEOY |
| Total Assets EOYFMV | 1968815 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 20187 | CapitalStockBOY |
| Capital Stock EOY | 20187 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 332648 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 332648 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1266665 | RetainedEarningsBOY |
| Retained Earnings EOY | 1271677 | RetainedEarningsEOY |
| Total Net Assets BOY | 1619500 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1624512 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1619500 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1624512 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1619500 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5012 | ExcessOfRevenueOverExpenses |
| Subtotal | 1624512 | Subtotal |
| Total Net Assets Fund Balances EOY | 1624512 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 200 morgan stanley emerging mks | P | 2007-01-01 | 2010-11-17 | 3343 | 3655 | -312 | -312 |
| 500 dws enhanced commodity | P | 2007-01-01 | 2010-05-04 | 4254 | 2991 | 1263 | 1263 |
| 2000 china communication construction group | P | 2007-01-01 | 2010-08-09 | 1754 | 2427 | -673 | -673 |
| Capital Gain Distributions | P | 2000-01-01 | 2010-12-31 | 8447 | 8447 | 8447 | |
| 1000 CHINA ADVANCED CONSTR MATLS GP | P | 2010-02-17 | 2010-12-28 | 3770 | 5020 | -1250 | -1250 |
| 48 FRONTIER COMMUNICATIONS | P | 2000-01-01 | 2010-12-13 | 390 | 390 | 390 | |
| 300 HELIX ENERGY SOLUTIONS | P | 2007-11-09 | 2010-12-13 | 3892 | 9947 | -6055 | -6055 |
| 1000 ELEMENT ROGERS | P | 2009-04-02 | 2010-12-13 | 8617 | 6221 | 2396 | 2396 |
| 500 NASDAQ OMX GROUP INC | P | 2009-09-09 | 2010-12-13 | 11166 | 10889 | 277 | 277 |
| 500 OSI SYSTEMS INC | P | 2010-01-14 | 2010-12-07 | 16254 | 16244 | 10 | 10 |
| 400 QUANT SERVICES | P | 2009-02-13 | 2010-08-13 | 7577 | 9670 | -2093 | -2093 |
| CASH IN LIEU PAYMENTS | P | 2000-01-01 | 2010-06-28 | 52 | 52 | 52 | |
| 600 QUALITY SYST | P | 2009-02-13 | 2010-03-08 | 33754 | 24096 | 9658 | 9658 |
| 500 TITANIUM METALS CORP | P | 2009-09-09 | 2010-02-09 | 5363 | 4789 | 574 | 574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12684 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -666 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 96448 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1712469 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05632 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 103286 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1949247 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05299 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 91800 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2207399 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04159 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 88218 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1976111 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04464 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 87502 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1839690 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04756 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.24310 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04862 | AverageDistributionRatio |
| Net Noncharitable Assets | 1881758 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 91491 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 478 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 91969 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 88800 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 956 | InvestmentIncomeExciseTax |
| Subtotal | 956 | Subtotal |
| Tax Based On Investment Income | 956 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 448 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 400 | TaxPaidWithExtension |
| Total Credits And Payments | 848 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Tax Due | 109 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELDON J HOROWITCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3154635505 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6709 BROOKLAWN PARKWAY | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| SHEILA HOROWITCH | ||||||
| 6106 WATERFORD WOOD WAY | FAYETTEVILLE | NY | 13066 | Trustee | 0.00 | 0 |
| DAVID M HOROWITCH | ||||||
| 6932 KASSONTA DRIVE | JAMESVILLE | NY | 13078 | Trustee | 5.00 | 0 |
| SAMUAL K LEVENE ESQ | ||||||
| PO BOX F-1706 | BINGHAMTON | NY | 13902 | Trustee | 0.00 | 0 |
| JILL B GREISS ESQ | ||||||
| 372 E MADISON AVE | CRESSKILL | NJ | 07626 | Trustee | 0.00 | 0 |
| SHELDON J HOROWITCH MD | ||||||
| 6709 BROOKLAWN PKY | SYRACUSE | NY | 13211 | Trustee | 5.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 232770 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1677644 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1910414 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1910414 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28656 | CashDeemedCharitable |
| Net Noncharitable Assets | 1881758 | NetNoncharitableAssets |
| Minimum Investment Return | 94088 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 94088 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 956 | TaxBasedOnInvestmentIncome |
| Total Tax | 956 | TotalTax |
| Distributable Amount Before Adj | 93132 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 93132 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 93132 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 88800 | ExpensesAndContributions |
| Qualifying Distributions | 88800 | QualifyingDistributions |
| Adj Qualifying Distributions | 88800 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 93132 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 84762 | UndistributedIncomePriorYear |
| Qualifying Distributions | 88800 | QualifyingDistributions |
| Applied To Year1 | 84762 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4038 | AppliedToCurrentYear |
| Undistributed Income CY | 89094 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHELDON J HOROWITCH MD | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SHELDON J HOROWITCH | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6709 BROOKLAWYN PARKWAY | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3154635505 | RecipientPhoneNumber |
| Form And Info And Materials | N/A | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | VARIOUS SEE ATTACHED SCHEDULE | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Thompson Rd | AddressLine1 |
| City | Syracuse | City |
| State | NY | State |
| ZIP Code | 13214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationship |
| Recipient Foundation Status | VAR. | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL | PurposeOfGrantOrContribution |
| Amount | $88,800 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 88800 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2023 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 35654 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 12684 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NUSTAR | Description |
| Related Or Exempt Function Income | 20 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 50381 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 50381 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 348 | LineNumber |
| Relationship Statement | PROVIDES ADDITIONAL CASH FOR CHARITABLE PURPOSES. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 2 | SHELMAR CO INC | 6709 BROOKLAWN PKWY | SYRACUSE | NY | 13211 | 10000 | X |
| 1 | DR SHELDON J HOROWITCH | 6709 BROOKLAWN PKWY | SYRACUSE | NY | 13211 | 35000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KRUTH STEIN SQUADRITO | Category |
| Amount | $2,200 | Amount |
| Net Investment Income | 2200 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (12 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MARKET VECTORS ETF RARE EARTH | 4353 | 4800 |
| JP MORGAN CHASE CAP XXIX GTD CAP SERIES | 100131 | 102160 |
| WALGREEN | 5731 | 7792 |
| MANULIFE FINANCIAL CORP | 6057 | 5154 |
| ADVANCED BATTERY TECHNOLIGIES | 4050 | 3850 |
| AT&T | 9567 | 8814 |
| CHINA COMMUNICATIONS | ||
| SYNGENTA AG SPON ADR | 8645 | 17634 |
| ING GROUP ADR | 9565 | 2937 |
| GENERAL ELECTRIC | 9075 | 5487 |
| MEDICAL PROPERTIES TR | 10401 | 5415 |
| CORPORATE STOCK SEE SCHEDULE | 1365483 | 1713318 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| NYS FILING FEE | 250 | 250 |
| Bank Fees | 50 | 50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NUSTAR | Description |
| Revenue And Expenses Per Books | 20 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $69 | Amount |
| Net Investment Income | 69 | NetInvestmentIncome |