THE HOROWITCH FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE HOROWITCH FAMILY FOUNDATION (EIN 23-7046081)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-18
- IRS object ID
- 202631389349101158
- Schema version
- 2025v4.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-18T14:23:49-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | D'ARCANGELO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 BRITTONFIELD PARKWAY B-103 | AddressLine1Txt |
| City | EAST SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | CO 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 | DAVID HOROWITCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3154635505 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER N TAYLOR CPA | PreparerPersonNm |
| PTIN | P01623495 | PTIN |
| Phone | 3154757213 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,732,209 | 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 | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,215 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $207,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $508,449 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,197 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $227,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,431 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,104 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,104 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $488 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $488 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,117 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $112,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,314 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,380 | CashBOYAmt |
| Cash EOY | $1,110 | CashEOYAmt |
| Cash EOYFMV | $1,110 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,595 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,986 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,986 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,281,345 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,075,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,062,890 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $286,793 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $518,961 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $564,223 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,583,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,699,559 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,732,209 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,230,278 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,346,724 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,583,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,699,559 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,583,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,699,559 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,583,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $112,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,579 | OtherIncreasesAmt |
| Subtotal | $1,701,116 | SubtotalAmt |
| Other Decreases | $1,557 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,699,559 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AT&T COM | 2017-07-27 | 2025-09-05 | $147,853 | $168,653 | -$20,800 | -$20,800 | |
| GE HEALTHCARE TECHNOLOGIES | 2013-09-11 | 2025-07-11 | $7,781 | $13,392 | -$5,611 | -$5,611 | |
| GE VERNOVA INC | 2013-09-11 | 2025-12-10 | $56,195 | $9,517 | $46,678 | $46,678 | |
| IMPERIAL BRANDS PLC | 2019-10-16 | 2025-02-25 | $34,979 | $23,795 | $11,184 | $11,184 | |
| ISHARES TR PGD AND INCM | 2021-04-16 | 2025-11-07 | $19,780 | $25,065 | -$5,285 | -$5,285 | |
| KRAFT HEINZ CO | 2019-08-27 | 2025-07-11 | $10,429 | $10,088 | $341 | $341 | |
| SANDOZ GROUP AG | 2011-08-11 | 2025-07-11 | $8,916 | $2,042 | $6,874 | $6,874 | |
| SCHWAB STRATEGIC TR US | 2022-06-06 | 2025-07-11 | $26,420 | $28,895 | -$2,475 | -$2,475 | |
| SOLVENTUM CORP COM | 2024-07-25 | 2025-11-11 | $14,632 | $11,731 | $2,901 | $2,901 | |
| VANECK ETF TR | 2016-04-08 | 2025-12-11 | $24,448 | $6,508 | $17,940 | $17,940 | |
| ELI LILLY & CO | 2008-07-01 | 2025-11-24 | $101,641 | $1,043 | $100,598 | $100,598 | |
| SANDOZ GROUP AG | 2009-12-03 | 2025-07-11 | $2,229 | $523 | $1,706 | $1,706 | |
| CAPITAL GAINS DIVIDENDS | $53,146 | $53,146 | $53,146 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,197 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,104 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,104 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,104 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $3,132 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID HOROWITCH | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JILL B GREISS ESQ | ||||||||
| 372 E MADISON AVE | CRESSKILL | NJ | 07626 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID M HOROWITCH | ||||||||
| 4945 EAST LAKE ROAD | CAZENOVIA | NY | 13035 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,518,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,578,442 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,578,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,539,765 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,104 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,104 | TotalTaxAmt |
| Distributable Before Adj | $123,884 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $123,884 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $123,884 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,890 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,890 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,884 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $107,712 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,890 | QualifyingDistributionsAmt |
| Applied To Year1 | $107,712 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,178 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $120,706 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 6725 LYONS ST | SYRACUSE | NY | 13057 | NONE | PC | EASTERN DIV - ONON CO UNIT | $100 |
| AMERICAN HEART ASSOCIATION | |||||||
| 2 S CLINTON ST 305 | SYRACUSE | NY | 13202 | NONE | PC | GENERAL | $100 |
| CAZCARES INC | |||||||
| 101 NELSON ST | CAZENOVIA | NY | 13035 | NONE | PC | GENERAL | $1,500 |
| CAZENOVIA LAKE ASSOCIATION | |||||||
| PO BOX 55 | CAZENOVIA | NY | 13035 | NONE | PC | GENERAL | $1,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVENUE A90 | CLEVELAND | OH | 44106 | NONE | PC | GENERAL | $1,000 |
| CNY COMMUNITY FOUNDATION | |||||||
| 431 EAST FAYETTE STREET SUITE 100 | SYRACUSE | NY | 13202 | NONE | PC | GENERAL | $200 |
| CROUSE HEALTH FOUNDATION | |||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | NONE | PC | GENERAL | $1,500 |
| FOOD BANK OF CNY | |||||||
| 7066 INTERSTATE ISLAND ROAD | SYRACUSE | NY | 13209 | NONE | PC | GENERAL | $500 |
| I HAVE A DREAM FOUNDATION | |||||||
| 322 8TH AVE SUITE 201 | NEW YORK | NY | 10001 | NONE | PC | BRONZE SPONSORSHIP | $10,000 |
| JDRF NAPLES HOPE GALA | |||||||
| 3369 PINE RIDGE ROAD SUITE 202 | NAPLES | FL | 34109 | NONE | PC | HOPE GALA | $500 |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 5655 THOMPSON ROAD | SYRACUSE | NY | 13214 | NONE | PC | GENERAL | $7,000 |
| JEWISH FEDERATION OF NAPLES | |||||||
| 4720 PINE RIDGE ROAD | NAPLES | FL | 34119 | NONE | PC | GENERAL | $2,500 |
| MENORAH PARK FOUNDATION | |||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL | $1,000 |
| MISCELLANEOUS DONATIONS | |||||||
| 6709 BROOKLAWN PARKWAY | SYRACUSE | NY | 13211 | NONE | PC | GENERAL | $1,230 |
| RESCUE MISSION | |||||||
| 120 GIFFORD STREET | SYRACUSE | NY | 13202 | NONE | PC | GENERAL | $500 |
| ST JOSEPH'S HEALTH FOUNDATION | |||||||
| 301 PROSPECT AVENUE | SYRACUSE | NY | 13203 | NONE | PC | GENERAL | $1,500 |
| SYRACUSE JEWISH FEDERATION | |||||||
| 5655 THOMPSON ROAD | DEWITT | NY | 13214 | NONE | PC | GENERAL | $23,000 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVENUE | SYRACUSE | NY | 13244 | NONE | PC | GENERAL | $1,000 |
| TEMPLE ADATH YESHURUN | |||||||
| 450 KIMBER ROAD | SYRACUSE | NY | 13224 | NONE | PC | GENERAL | $300 |
| TEMPLE SOCIETY OF CONCORD | |||||||
| 910 MADISON STREET | SYRACUSE | NY | 13210 | NONE | PC | GENERAL/TREE OF LIFE | $3,460 |
| THE UPSTATE FOUNDATION | |||||||
| 750 E ADAMS ST | SYRACUSE | NY | 13210 | NONE | PC | GENERAL | $2,900 |
| TRUSTEES OF HAMILTON COLLEGE | |||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13323 | NONE | PC | GENERAL | $50,000 |
| UNITED WAY OF CNY INC | |||||||
| 518 JAMES STREET 200 | SYRACUSE | NY | 13203 | NONE | PC | GENERAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,890 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,215 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $207,197 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $227,431 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $227,431 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDES ADDITIONAL CASH FOR CHARITABLE PURPOSES |
| 4 | PROVIDES ADDITIONAL CASH FOR CHARITABLE PURPOSES |
| 8 | PROVIDES ADDITIONAL CASH FOR CHARITABLE PURPOSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $825 | $825 | $0 |
| BOOKKEEPING | $700 | $700 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALCON INC. | $6,828 | $15,762 |
| ALTRIA GROUP | $47,120 | $57,660 |
| BERKSHIRE HATHAWAY | $18,414 | $50,265 |
| BLACKSTONE GROUP | $17,084 | $107,898 |
| BLACKSTONE MORTGAGE TRUST INC | $27,173 | $24,869 |
| BLACKSTONE MORTGAGE TRUST INC MGN | $15,999 | $10,235 |
| BP PLC | $23,192 | $22,227 |
| CAPITAL ONE FNL CORP 4.8 DP | $20,686 | $18,090 |
| CHEVRON CORP | $23,306 | $30,482 |
| CISCO SYS INC | $21,857 | $38,515 |
| COSTCO WHOLESALE | $79,759 | $431,170 |
| ELI LILLY CO. | $17,181 | $218,160 |
| ENERGY TRANSFER LP | $11,962 | $16,490 |
| ENTERPRISE PRODS PARTNERS L P | $24,232 | $32,060 |
| EXXON MOBIL CORP | $23,885 | $42,119 |
| GE AEROSPACE COM | $37,109 | $96,105 |
| GENERAL MILLS | $20,121 | $24,645 |
| JPMORGAN CHASE & CO 4.625 DEP | $21,420 | $19,640 |
| LOCKHEED MARTIN | $51,771 | $120,918 |
| MERCK & CO | $28,714 | $42,104 |
| METLIFE | $22,050 | $39,470 |
| MODERNA INC | $19,578 | $2,949 |
| MONDELEZ INTL | $13,872 | $16,149 |
| NATIONAL GRID | $15,233 | $23,205 |
| NOVARTIS | $46,497 | $137,870 |
| ORACLE | $11,195 | $38,982 |
| ORGANON & CO | $6,221 | $1,434 |
| PARAMOUNT GLOBAL CLASS B | $21,635 | $6,700 |
| PETMED EXPRESS INC. | $24,150 | $2,560 |
| PETMED EXPRESS INC. MGN | $7,732 | $1,600 |
| PFIZER | $64,024 | $49,800 |
| PNC FINANCIAL GROUP | $10,052 | $20,873 |
| SCHWAB CHARLES CORP COM | $11,761 | $19,982 |
| SHELL PLC | $23,099 | $30,494 |
| STARWOOD PROPERTY | $31,520 | $30,149 |
| TEXAS INSTRUMENTS INC | $19,284 | $17,349 |
| VODAFONE GROUP | $24,890 | $26,420 |
| WARNER BROS DISCOVERY INC COM | $96,114 | $85,740 |
| WELLS FARGO | $15,228 | $46,600 |
| WHIRLPOOL CORP | $28,570 | $21,642 |
| UNITED PARCEL SERVICE | $24,984 | $23,508 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANECK ETF TRUST | AT COST | $261,330 | $261,474 |
| VANECK VECTORS GOLD MINERS | AT COST | $15,186 | $60,039 |
| BLACKROCK STRATEGIC INC OPP | AT COST | $71,015 | $71,024 |
| PIMCO LOW DURATION INCOME FUND | AT COST | $26,043 | $26,579 |
| GOLDMAN SACHS ETF TRUST | AT COST | $25,146 | $25,378 |
| SELECT SPDR TRUST STATE STREET | AT COST | $50,101 | $49,691 |
| ETFIS SER TR I | AT COST | $70,140 | $70,038 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE PTP DISTRIBUTIONS | Desc |
| Amt | $1,557 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $250 | $0 |
| INVESTMENT EXPENSES | $119 | $119 | $0 |
| BANK FEES | $119 | $119 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $5,579 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $586 | $586 | $0 |
| FOREIGN TAXES PAID | $1,518 | $1,518 | $0 |