R C SMITH FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- R C SMITH FOUNDATION INC (EIN 20-1893940)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349108631
- Schema version
- 2023v5.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T21:15:45-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161490428 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CWYNAR FARROW & LOCKE CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 SOUTH BROAD STREET | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 138151787 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201893940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE R C SMITH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RCSM | BusinessNameControlTxt |
| Phone | 6073365850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST MAIN STREET PO BOX 552 | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM ACEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6073365850 | PhoneNum |
| Signature | 2024-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J FARROW | PreparerPersonNm |
| PTIN | P00850081 | PTIN |
| Phone | 6073343838 | PhoneNum |
| Preparation | 2024-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,036,252 | 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 |
| Dividends Rev And Expnss | $493,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $493,772 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$119,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,164,525 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,539 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $378,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $493,772 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $63,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $31,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,262 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,262 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $102,824 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,824 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,093 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,638 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,137 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,137 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $194,516 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,062 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,999 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $766,252 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $766,252 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $960,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,062 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $828,251 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$581,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,710 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $415,889 | CashBOYAmt |
| Cash EOY | $452,786 | CashEOYAmt |
| Cash EOYFMV | $452,786 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $196,864 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $211,305 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $211,305 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $164,655 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $162,482 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $162,482 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,374,872 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,256,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,256,202 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $116,660 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $65,872 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $65,872 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,780,753 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,887,605 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,887,605 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,049,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,036,252 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,036,252 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,049,693 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,036,252 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,049,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,036,252 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,049,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,036,252 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,049,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$581,953 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,568,512 | OtherIncreasesAmt |
| Subtotal | $17,036,252 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,036,252 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (97 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| NKE : NIKE INC-CLASS B 54 SHARES @ $119.02 TRADE DATE : 03/02/2023 COST BASI | 2020-06-30 | 2023-03-06 | $6,427 | $7,951 | -$1,524 | -$1,524 | |
| VBK : VANGUARD SMALL-CAP GROWTH ETF 60 SHARES @ $219.44 TRADE DATE : 03/02/2 | 2020-06-30 | 2023-03-06 | $13,166 | $16,832 | -$3,666 | -$3,666 | |
| VBR : VANGUARD SMALL CAP VALUE ETF 40 SHARES @ $169.57 TRADE DATE : 03/02/20 | 2020-06-30 | 2023-03-06 | $6,783 | $6,823 | -$40 | -$40 | |
| VEA : VANGUARD FTSE DEVELOPED MARKETS INDEX ETF 294 SHARES @ $44.41 TRADE DA | 2020-06-30 | 2023-03-06 | $13,056 | $14,575 | -$1,519 | -$1,519 | |
| VOT : VANGUARD MID-CAP GROWTH INDEX FUND 45 SHARES @ $193.45 TRADE DATE : 03 | 2020-06-30 | 2023-03-06 | $8,705 | $10,482 | -$1,777 | -$1,777 | |
| VRP : INVESCO VARIABLE RATE PREFERRED ETF 750 SHARES @ $23.172307 TRADE DATE | 2020-06-30 | 2023-03-06 | $17,379 | $17,415 | -$36 | -$36 | |
| VWO : VANGUARD FTSE EMERGING MARKETS ETF 513 SHARES @ $40.37501 TRADE DATE : | 2020-06-30 | 2023-03-06 | $20,712 | $25,698 | -$4,986 | -$4,986 | |
| 38141E2F5 : GOLDMAN SACHS GP MTN 5.0000% 06/15/23 50000 PV @ $100.00 | 2020-06-30 | 2023-06-16 | $50,000 | $50,000 | $0 | $0 | |
| PFF : ISHARES S&P PREF STK ETF 350 SHARES @ $30.613 TRADE DATE : 06/14/2023 | 2020-06-30 | 2023-06-16 | $10,714 | $11,972 | -$1,258 | -$1,258 | |
| ABC : AMERISOURCEBERGEN CORP 311 SHARES @ $185.375016 TRADE DATE : 06/21/202 | 2020-06-30 | 2023-06-23 | $57,651 | $23,424 | $34,227 | $34,227 | |
| ACN : ACCENTURE PLC CL A 31 SHARES @ $315.678387 TRADE DATE : 06/21/2023 COS | 2020-06-30 | 2023-06-23 | $9,786 | $8,520 | $1,266 | $1,266 | |
| ADI : ANALOG DEVICES INC 37 SHARES @ $186.241892 TRADE DATE : 06/21/2023 COS | 2020-06-30 | 2023-06-23 | $6,891 | $5,457 | $1,434 | $1,434 | |
| ECL : ECOLAB INC 40 SHARES @ $180.477 TRADE DATE : 06/21/2023 COST BASIS REM | 2020-06-30 | 2023-06-23 | $7,219 | $8,473 | -$1,254 | -$1,254 | |
| GDX : VANECK VECTORS GOLD MINERS ETF 333 SHARES @ $30.105015 TRADE DATE : 06 | 2020-06-30 | 2023-06-23 | $10,025 | $11,733 | -$1,708 | -$1,708 | |
| HYLS : FIRST TRUST ETF IV TACTICAL HIGH YIELD ETF 1529 SHARES @ $39.601498 T | 2020-06-30 | 2023-06-23 | $60,550 | $73,133 | -$12,583 | -$12,583 | |
| IBM : INTL. BUSINESS MACHINES CORP 406 SHARES @ $133.855493 TRADE DATE : 06/ | 2020-06-30 | 2023-06-23 | $54,345 | $49,106 | $5,239 | $5,239 | |
| INTC : INTEL CORP 1821 SHARES @ $33.195003 TRADE DATE : 06/21/2023 COST BASI | 2020-06-30 | 2023-06-23 | $60,448 | $62,063 | -$1,615 | -$1,615 | |
| ITW : ILLINOIS TOOL WKS INC 33 SHARES @ $244.575152 TRADE DATE : 06/21/2023 | 2020-06-30 | 2023-06-23 | $8,071 | $7,280 | $791 | $791 | |
| NVS : NOVARTIS AG SPONS ADR 76 SHARES @ $101.23 TRADE DATE : 06/21/2023 COST | 2020-06-30 | 2023-06-23 | $7,693 | $6,513 | $1,180 | $1,180 | |
| PFF : ISHARES S&P PREF STK ETF 4948 SHARES @ $30.55598 TRADE DATE : 06/21/20 | 2020-06-30 | 2023-06-23 | $151,190 | $168,661 | -$17,471 | -$17,471 | |
| SPIB : SPDR PORTFOLIO INTERMEDIATE TERM CORP BD ETF 2851 SHARES @ $32.131999 | 2020-06-30 | 2023-06-23 | $91,608 | $105,156 | -$13,548 | -$13,548 | |
| VCIT : VANGUARD INTER TERM CORP BOND ETF 1230 SHARES @ $79.045 TRADE DATE : | 2020-06-30 | 2023-06-23 | $97,225 | $118,597 | -$21,372 | -$21,372 | |
| VEA : VANGUARD FTSE DEVELOPED MARKETS INDEX ETF 197 SHARES @ $46.290203 TRAD | 2020-06-30 | 2023-06-23 | $9,119 | $9,644 | -$525 | -$525 | |
| VRP : INVESCO VARIABLE RATE PREFERRED ETF 3585 SHARES @ $22.186201 TRADE DAT | 2020-06-30 | 2023-06-23 | $79,537 | $83,246 | -$3,709 | -$3,709 | |
| BR : BROADRIDGE FINL SOLUTIONS INC 62 SHARES @ $184.435 TRADE DATE : 09/21/2 | 2020-06-30 | 2023-09-25 | $11,435 | $9,863 | $1,572 | $1,572 | |
| BRO : BROWN & BROWN INC 188 SHARES @ $72.64 TRADE DATE : 09/21/2023 COST BAS | 2020-06-30 | 2023-09-25 | $13,656 | $8,537 | $5,119 | $5,119 | |
| CMCSA : COMCAST CORP-CL A 252 SHARES @ $45.743095 TRADE DATE : 09/21/2023 CO | 2020-06-30 | 2023-09-25 | $11,527 | $14,035 | -$2,508 | -$2,508 | |
| EPI : WISDOMTREE INDIA EARNINGS FUND 307 SHARES @ $36.791042 TRADE DATE : 09 | 2020-06-30 | 2023-09-25 | $11,295 | $9,691 | $1,604 | $1,604 | |
| FTGC : FIRST TRUST GLOBAL TACT CMDTY STRAT ETF 304 SHARES @ $24.652993 TRADE | 2020-06-30 | 2023-09-25 | $7,494 | $7,183 | $311 | $311 | |
| HYLS : FIRST TRUST ETF IV TACTICAL HIGH YIELD ETF 250 SHARES @ $39.53 TRADE | 2020-06-30 | 2023-09-25 | $9,882 | $12,145 | -$2,263 | -$2,263 | |
| JPM : JP MORGAN CHASE & CO 45 SHARES @ $147.612 TRADE DATE : 09/21/2023 COST | 2020-06-30 | 2023-09-25 | $6,642 | $5,622 | $1,020 | $1,020 | |
| LMBS : FIRST TRUST LOW DURATION OPPORTUNITIES ETF 302 SHARES @ $47.445 TRADE | 2020-06-30 | 2023-09-25 | $14,328 | $14,953 | -$625 | -$625 | |
| PSX : PHILLIPS 66 138 SHARES @ $121.10 TRADE DATE : 09/21/2023 COST BASIS RE | 2020-06-30 | 2023-09-25 | $16,712 | $7,928 | $8,784 | $8,784 | |
| SPIB : SPDR PORTFOLIO INTERMEDIATE TERM CORP BD ETF 321 SHARES @ $31.525016 | 2020-06-30 | 2023-09-25 | $10,119 | $10,253 | -$134 | -$134 | |
| VOT : VANGUARD MID-CAP GROWTH INDEX FUND 34 SHARES @ $194.702353 TRADE DATE | 2020-06-30 | 2023-09-25 | $6,620 | $7,920 | -$1,300 | -$1,300 | |
| VRP : INVESCO VARIABLE RATE PREFERRED ETF 495 SHARES @ $22.452202 TRADE DATE | 2020-06-30 | 2023-09-25 | $11,114 | $12,898 | -$1,784 | -$1,784 | |
| 31396EP42 : FHLMC SER 3066 CMO 5.5000% 11/15/35 1000 PV @ $100.00 | 2020-06-30 | 2023-09-25 | $1,000 | $1,020 | -$20 | -$20 | |
| BLV : VANGUARD BD INDEX LONG TERM BOND ETF 88 SHARES @ $74.655 TRADE DATE : | 2020-06-30 | 2023-12-21 | $6,570 | $6,605 | -$35 | -$35 | |
| VBR : VANGUARD SMALL CAP VALUE ETF 114 SHARES @ $180.84 TRADE DATE : 12/19/2 | 2020-06-30 | 2023-12-21 | $20,616 | $18,992 | $1,624 | $1,624 | |
| AMT : AMERICAN TOWER CORP REIT 23 SHARES @ $211.149565 TRADE DATE : 12/19/20 | 2020-06-30 | 2023-12-21 | $4,856 | $5,879 | -$1,023 | -$1,023 | |
| VBK : VANGUARD SMALL-CAP GROWTH ETF 66 SHARES @ $241.325 TRADE DATE : 12/19/ | 2020-06-30 | 2023-12-21 | $15,927 | $18,516 | -$2,589 | -$2,589 | |
| MCHP : MICROCHIP TECHNOLOGY INC 55 SHARES @ $91.365091 TRADE DATE : 12/19/20 | 2020-06-30 | 2023-12-21 | $5,025 | $4,167 | $858 | $858 | |
| VO : VANGUARD INDEX FUND MID-CAP 26 SHARES @ $232.55 TRADE DATE : 12/19/2023 | 2020-06-30 | 2023-12-21 | $6,046 | $6,026 | $20 | $20 | |
| QCOM : QUALCOMM INC 103 SHARES @ $142.966019 TRADE DATE : 12/19/2023 COST BA | 2020-06-30 | 2023-12-21 | $14,725 | $13,988 | $737 | $737 | |
| GD : GENERAL DYNAMICS CORP 28 SHARES @ $253.150714 TRADE DATE : 12/19/2023 C | 2020-06-30 | 2023-12-21 | $7,088 | $3,421 | $3,667 | $3,667 | |
| VCLT : VANGUARD LONG-TERM CORPORATEBOND ETF 103 SHARES @ $80.205049 TRADE DA | 2020-06-30 | 2023-12-21 | $8,261 | $8,063 | $198 | $198 | |
| NKE : NIKE INC-CLASS B 109 SHARES @ $122.409541 TRADE DATE : 12/19/2023 COST | 2020-06-30 | 2023-12-21 | $13,343 | $14,490 | -$1,147 | -$1,147 | |
| MSFT : MICROSOFT CORP 17 SHARES @ $371.975294 TRADE DATE : 12/19/2023 COST B | 2020-06-30 | 2023-12-21 | $6,324 | $4,205 | $2,119 | $2,119 | |
| VOT : VANGUARD MID-CAP GROWTH INDEX FUND 55 SHARES @ $218.626909 TRADE DATE | 2020-06-30 | 2023-12-21 | $12,024 | $12,588 | -$564 | -$564 | |
| SDZNY : SANDOZ GROUP AG SPONSORED ADS 104 SHARES @ $31.299712 TRADE DATE : 1 | 2020-06-30 | 2023-12-26 | $3,255 | $3,255 | $3,255 | ||
| FXNAX : FIDELITY US BOND INDEX INSTL PREMIUM 197.394 SHARES @ $10.359991 TR | 2020-06-30 | 2023-03-29 | $2,045 | $2,426 | -$381 | -$381 | |
| LSBDX : LOOMIS SAYLES BOND FUND 5014.023 SHARES @ $11.41 TRADE DATE : 03/28/ | 2020-06-30 | 2023-03-29 | $57,210 | $79,071 | -$21,861 | -$21,861 | |
| DODIX : DODGE & COX INCOME FUND 3729.15 SHARES @ $12.349999 TRADE DATE : 03/ | 2020-06-30 | 2023-03-29 | $46,055 | $54,387 | -$8,332 | -$8,332 | |
| OIGYX : INVESCO OPPENHEIMER INTL GROWTH Y 119.82 SHARES @ $35.469871 TRADE D | 2020-06-30 | 2023-03-29 | $4,250 | $5,960 | -$1,710 | -$1,710 | |
| CDDYX : COLUMBIA DIVIDEND INCOME INST3 825.439 SHARES @ $28.499986 TRADE DAT | 2020-06-30 | 2023-03-29 | $23,525 | $22,551 | $974 | $974 | |
| DODFX : DODGE & COX INTL STOCK FUND 1187.008 SHARES @ $44.409979 TRADE DATE | 2020-06-30 | 2023-03-29 | $52,715 | $55,907 | -$3,192 | -$3,192 | |
| GLIFX : LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 460.416 SHARES @ $14.400021 | 2020-06-30 | 2023-03-29 | $6,630 | $7,367 | -$737 | -$737 | |
| FXAIX : FIDELITY 500 INDEX FUND 9.764 SHARES @ $138.263007 TRADE DATE : 03/2 | 2020-06-30 | 2023-03-29 | $1,350 | $1,333 | $17 | $17 | |
| DODLX : DODGE & COX GLOBAL BOND FUND 286.965 SHARES @ $10.279999 TRADE DATE | 2020-06-30 | 2023-03-29 | $2,950 | $3,467 | -$517 | -$517 | |
| FIHBX : FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 8083.333 SHARES @ $8.34 | 2020-06-30 | 2023-03-29 | $67,415 | $81,001 | -$13,586 | -$13,586 | |
| EFG : ISHARES MSCI EAFE GROWTH ETF 110 SHARES @ $90.701636 TRADE DATE : 03/2 | 2020-06-30 | 2023-03-30 | $9,973 | $11,629 | -$1,656 | -$1,656 | |
| GUNR : FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 1050 SHARES @ $41.3104 TRADE | 2020-06-30 | 2023-03-30 | $43,334 | $37,982 | $5,352 | $5,352 | |
| DODFX : DODGE & COX INTL STOCK FUND 453.573 SHARES @ $46.739996 TRADE DATE : | 2020-06-30 | 2023-06-26 | $21,200 | $20,701 | $499 | $499 | |
| GLIFX : LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 98.505 SHARES @ $14.720065 | 2020-06-30 | 2023-06-26 | $1,450 | $1,576 | -$126 | -$126 | |
| DFISX : DFA INTERNATIONAL SMALL COMPANY PORTFOLIO 71.272 SHARES @ $18.239982 | 2020-06-30 | 2023-06-26 | $1,300 | $1,532 | -$232 | -$232 | |
| FSSNX : FIDELITY SMALL CAP INDEX FUND 264.523 SHARES @ $22.550024 TRADE DATE | 2020-06-30 | 2023-06-26 | $5,965 | $6,734 | -$769 | -$769 | |
| FXAIX : FIDELITY 500 INDEX FUND 278.677 SHARES @ $151.429791 TRADE DATE : 06 | 2020-06-30 | 2023-06-26 | $42,200 | $37,992 | $4,208 | $4,208 | |
| CDDYX : COLUMBIA DIVIDEND INCOME INST3 459.899 SHARES @ $29.549966 TRADE DAT | 2020-06-30 | 2023-06-26 | $13,590 | $12,556 | $1,034 | $1,034 | |
| DHMIX : DIAMOND HILL SMALL-MID CAP FUND 123.683 SHARES @ $23.730019 TRADE DA | 2020-06-30 | 2023-06-26 | $2,935 | $3,189 | -$254 | -$254 | |
| DFEMX : DFA EMERGING MKTS PORTFOLIO 224.767 SHARES @ $26.850027 TRADE DATE : | 2020-06-30 | 2023-06-26 | $6,035 | $8,132 | -$2,097 | -$2,097 | |
| SEEGX : JPMORGAN LARGE CAP GROWTH I 912.638 SHARES @ $54.200022 TRADE DATE : | 2020-06-30 | 2023-06-26 | $49,465 | $59,233 | -$9,768 | -$9,768 | |
| OIGYX : INVESCO OPPENHEIMER INTL GROWTH Y 197.584 SHARES @ $37.24998 TRADE D | 2020-06-30 | 2023-06-26 | $7,360 | $9,798 | -$2,438 | -$2,438 | |
| FPADX : FIDELITY EMERGING MKTS INDEX FUND 420.892 SHARES @ $9.860012 TRADE D | 2020-06-30 | 2023-06-26 | $4,150 | $6,006 | -$1,856 | -$1,856 | |
| EFG : ISHARES MSCI EAFE GROWTH ETF 40 SHARES @ $93.42775 TRADE DATE : 06/23/ | 2020-06-30 | 2023-06-27 | $3,735 | $4,224 | -$489 | -$489 | |
| DFISX : DFA INTERNATIONAL SMALL COMPANY PORTFOLIO 39.978 SHARES @ $18.009905 | 2020-06-30 | 2023-09-25 | $720 | $720 | $0 | $0 | |
| DODFX : DODGE & COX INTL STOCK FUND 290.177 SHARES @ $47.53995 TRADE DATE : | 2020-06-30 | 2023-09-25 | $13,795 | $13,014 | $781 | $781 | |
| FXAIX : FIDELITY 500 INDEX FUND 73.019 SHARES @ $150.440296 TRADE DATE : 09/ | 2020-06-30 | 2023-09-25 | $10,985 | $9,922 | $1,063 | $1,063 | |
| CDDYX : COLUMBIA DIVIDEND INCOME INST3 685.433 SHARES @ $29.929986 TRADE DAT | 2020-06-30 | 2023-09-25 | $20,515 | $18,702 | $1,813 | $1,813 | |
| SEEGX : JPMORGAN LARGE CAP GROWTH I 40.083 SHARES @ $53.139735 TRADE DATE : | 2020-06-30 | 2023-09-25 | $2,130 | $2,586 | -$456 | -$456 | |
| DFGEX : DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO 40.717 SHARES @ $9.20991 | 2020-06-30 | 2023-09-25 | $375 | $382 | -$7 | -$7 | |
| FIPDX : FIDELITY INFLATION PROTECTED BOND INSTL PREM 405.973 SHARES @ $9.040 | 2020-06-30 | 2023-09-25 | $3,670 | $3,763 | -$93 | -$93 | |
| FIHBX : FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND 745.272 SHARES @ $8.459 | 2020-06-30 | 2023-09-25 | $6,305 | $7,438 | -$1,133 | -$1,133 | |
| GLIFX : LAZARD GLOBAL LISTED INFRASTRUCTURE FUND 97.232 SHARES @ $14.449975 | 2020-06-30 | 2023-09-25 | $1,405 | $1,556 | -$151 | -$151 | |
| DODLX : DODGE & COX GLOBAL BOND FUND 132.31 SHARES @ $10.430051 TRADE DATE : | 2020-06-30 | 2023-09-25 | $1,380 | $1,597 | -$217 | -$217 | |
| DODIX : DODGE & COX INCOME FUND 436.161 SHARES @ $12.140013 TRADE DATE : 09/ | 2020-06-30 | 2023-09-25 | $5,295 | $5,439 | -$144 | -$144 | |
| DHMIX : DIAMOND HILL SMALL-MID CAP FUND 18.359 SHARES @ $23.149409 TRADE DAT | 2020-06-30 | 2023-09-25 | $425 | $473 | -$48 | -$48 | |
| GUNR : FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX 310 SHARES @ $41.011194 TRAD | 2020-06-30 | 2023-09-26 | $12,701 | $11,213 | $1,488 | $1,488 | |
| DODIX : DODGE & COX INCOME FUND 12225.148 SHARES @ $11.770001 TRADE DATE : 1 | 2020-06-30 | 2023-10-05 | $143,890 | $174,544 | -$30,654 | -$30,654 | |
| DFEMX : DFA EMERGING MKTS PORTFOLIO 1158.383 SHARES @ $25.349992 TRADE DATE | 2020-06-30 | 2023-10-05 | $29,365 | $36,706 | -$7,341 | -$7,341 | |
| FPADX : FIDELITY EMERGING MKTS INDEX FUND 3350.372 SHARES @ $9.390002 TRADE | 2020-06-30 | 2023-10-05 | $31,460 | $38,661 | -$7,201 | -$7,201 | |
| FXNAX : FIDELITY US BOND INDEX INSTL PREMIUM 9641.393 SHARES @ $9.76 TRADE | 2020-06-30 | 2023-10-05 | $94,100 | $112,134 | -$18,034 | -$18,034 | |
| LSBDX : LOOMIS SAYLES BOND FUND 5381.084 SHARES @ $10.889999 TRADE DATE : 10 | 2020-06-30 | 2023-10-05 | $58,600 | $83,857 | -$25,257 | -$25,257 | |
| ISHAES CORE S&P 500 ETF | 2020-06-30 | 2023-03-09 | $25,000 | $22,243 | $2,757 | $2,757 | |
| ISHAES CORE S&P 500 ETF | 2020-06-30 | 2023-06-22 | $25,000 | $21,031 | $3,969 | $3,969 | |
| ISHAES CORE S&P 500 ETF | 2020-06-30 | 2023-09-19 | $24,999 | $19,930 | $5,069 | $5,069 | |
| ISHAES CORE S&P 500 ETF | 2020-06-30 | 2023-12-11 | $24,999 | $21,614 | $3,385 | $3,385 | |
| CAPITAL GAINS DIVIDENDS | $36,390 | $36,390 | $36,390 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$119,496 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,042 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,042 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,042 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,000 | 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 | $7,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,958 | OverpaymentAmt |
| Applied To ES Tax | $1,958 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | RCSMITHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | RICHARD M RUNYON | IndividualWithBooksNm |
| Phone | 6073365850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST MAIN STREET PO BOX 552 | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | 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 |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM ACEE | ||||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| KURT T EDWARDS | ||||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| JOHN FRANCO | ||||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | TREASURER | 3.00 | $0 | $0 | $0 |
| THOMAS C EMERSON | ||||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | SECRETARY | 3.00 | $0 | $0 | $0 |
| RICHARD M RUNYON | ||||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | ADMINISTRATOR | 12.00 | $63,200 | $0 | $0 |
| MARY W DAVIS | ||||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| WILLIAM TROXELL | ||||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| TERRA CARNRIKE-GRANATA | ||||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| NANCY RITZEL | ||||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| ROY E FULLER | ||||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | DIRECTOR | 3.00 | $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 | $15,768,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $531,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,299,868 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,299,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $244,498 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,055,370 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $802,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $802,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,042 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,042 | TotalTaxAmt |
| Distributable Before Adj | $797,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $797,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $797,727 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $828,251 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $828,251 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $797,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $51,402 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $180,873 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $204,257 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,377 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,320 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $465,229 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $828,251 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $797,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,524 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $495,753 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $51,402 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $444,351 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $180,873 | ExcessFromYear4Amt |
| Excess From Year3 | $204,257 | ExcessFromYear3Amt |
| Excess From Year2 | $25,377 | ExcessFromYear2Amt |
| Excess From Year1 | $3,320 | ExcessFromYear1Amt |
| Excess From Current Year | $30,524 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD M RUNYON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST MAIN STREET PO BOX 552 | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6073365850 | RecipientPhoneNum |
| Recipient Email Address | RCSMITHFOUNDATION@FRONTIERNET.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATION OR LETTER INCLUDING FINANCIALS, EXEMPTION DETERMINATION, AND PURPOSE OF FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | QUARTERLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE AND RELIGIOUS PURPOSES BENEFITING THE PEOPLE OF CHENANGO COUNTY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 6 ON THE SQUARE | |||||||
| PO BOX 1106 | OXFORD | NY | 13830 | NONE | PC | FREE CONCERTS | $8,000 |
| ACHIEVE | |||||||
| 4733 VESTAL PARKAWY EAST | VESTAL | NY | 13850 | NONE | PC | FIRE SUPPRESSION SYSTEM | $25,000 |
| AMERICAN LEGION POST 189 | |||||||
| 29 SHELDON STREET | NORWICH | NY | 13815 | NONE | PC | FACILITY REPAIRS | $16,567 |
| BEAVER MEADOW CHRISTIAN CHURCH | |||||||
| 112 CHURCH STREET | PLYMOUTH | NY | 13832 | NONE | PC | WINDOWS | $12,500 |
| CHENANGO ARTS FESTIVAL | |||||||
| PO BOX 624 | NORWICH | NY | 13815 | NONE | PC | COLORSCAPE | $7,600 |
| CHENANGO COUNTY | |||||||
| 5 COURT STREET | NORWICH | NY | 13815 | NONE | GOV | AIRPORT COMMUNITY DAY | $7,000 |
| CHENANGO COUNTY ARTS COUNCIL | |||||||
| 27 WEST MAIN STREET | NORWICH | NY | 13815 | NONE | PC | SUPPORT SHOWS | $5,000 |
| CHENANGO COUNTY BLUES SOCIETY | |||||||
| 5 SOUTH BROAD STREET | NORWICH | NY | 13815 | NONE | PC | BLUES FESTIVAL | $17,500 |
| CHENANGO COUNTY HELPING FAMILIES INC | |||||||
| 38 NORTH MAIN STREET | NEW BERLIN | NY | 13411 | NONE | PC | FAMILY SUPPORT | $7,200 |
| CHENANGO COUNTY HISTORICAL SOCIETY | |||||||
| 45 REXFORD STREET | NORWICH | NY | 13815 | NONE | PC | REPOINTING BUILDING | $5,000 |
| CHENANGO SPCA | |||||||
| 6160 COUNTY ROAD 32 | NORWICH | NY | 13815 | NONE | PC | MICROCHIPS | $5,800 |
| CHENANGO VALLEY AMATEUR RADIO ASSOCIATION INC | |||||||
| PO BOX 1324 | NORWICH | NY | 13815 | NONE | PC | PORTABLE VIDEO KITS | $5,000 |
| CHRISTIAN NEIGHBORHOOD CENTER OF NORWICH INC | |||||||
| 22 EAST MAIN STREET | NORWICH | NY | 13815 | NONE | PC | YOUTH ADVISORY COUNCIL | $10,000 |
| EARLVILLE OPERA HOUSE | |||||||
| 18 EAST MAIN STREET | EARLVILLE | NY | 13332 | NONE | PC | BUILDING AND WINDOW RESTORATION | $25,525 |
| EMMANUEL EPISCOPAL CHURCH | |||||||
| 37 WEST MAIN STREET | NORWICH | NY | 13815 | NONE | PC | MILK VOUCHER PROGRAM | $6,000 |
| EMMANUEL EPISCOPAL CHURCH | |||||||
| 37 WEST MAIN STREET | NORWICH | NY | 13815 | NONE | PC | HEATING ASSISTANCE PROGRAM | $20,000 |
| FIRST BAPTIST CHURCH OF NEW BERLIN | |||||||
| 11 CUSHMAN STREET PO BOX 689 | NEW BERLIN | NY | 13411 | NONE | PC | PARKING LOT PAVING | $6,000 |
| FIRST UNITED METHODIST CHURCH OF NEW BERLIN | |||||||
| 51 SOUTH MAIN STREET | NEW BERLIN | NY | 13411 | NONE | PC | PARKING LOT PAVING | $14,360 |
| FORT HILL AMERICAN LEGION POST 376 | |||||||
| 3712 STATE HIGHWAY 220 | OXFORD | NY | 13830 | NONE | PC | NEW PAVILLION | $24,075 |
| FRIENDS OF ROGERS | |||||||
| PO BOX 932 | SHERBURNE | NY | 13460 | NONE | PC | SUMMER CAMP | $7,500 |
| HOLY FAMILY CATHOLIC CHURCH | |||||||
| 17 PROSPECT STREET | NORWICH | NY | 13815 | NONE | PC | QUARTERLY DISTRIBUTION | $45,000 |
| HOLY FAMILY CATHOLIC CHURCH | |||||||
| 17 PROSPECT STREET | NORWICH | NY | 13815 | NONE | PC | QUARTERLY DISTRIBUTION | $45,000 |
| HOLY FAMILY CATHOLIC CHURCH | |||||||
| 17 PROSPECT STREET | NORWICH | NY | 13815 | NONE | PC | QUARTERLY DISTRIBUTION | $45,000 |
| HOLY FAMILY CATHOLIC CHURCH | |||||||
| 17 PROSPECT STREET | NORWICH | NY | 13815 | NONE | PC | QUARTERLY DISTRIBUTION | $45,000 |
| MID-YORK CONCERT BAND | |||||||
| 112 CARTER LANE | NORWICH | NY | 13815 | NONE | PC | HOLIDAY CONCERT | $3,000 |
| NORWICH CITY BAND | |||||||
| 57 HENRY STREET | NORWICH | NY | 13815 | NONE | PC | SUMMER CONCERS | $3,350 |
| NORWICH CITY SCHOOL DISTRICT | |||||||
| 89 MIDLAND DRIVE | NORWICH | NY | 13815 | NONE | GOV | HOLIDAY CLOTHING PROGRAM | $3,000 |
| NORWICH FAMILY YMCA | |||||||
| 68-70 NORTH BROAD STREET | NORWICH | NY | 13815 | NONE | PC | BOCCE COURTS | $6,250 |
| NORWICH FAMILY YMCA | |||||||
| 68-70 NORTH BROAD STREET | NORWICH | NY | 13815 | NONE | PC | GUS MACKER BASKETBALL TOURNAMENT | $12,000 |
| NORWICH YOUTH BUREAU | |||||||
| ONE CITY PLAZA | NORWICH | NY | 13815 | NONE | GOV | SUMMER YOUTH EVENTS | $5,184 |
| OXFORD HISTORICAL SOCIETY | |||||||
| PO BOX 57 | OXFORD | NY | 13830 | NONE | PC | ELECTRIC AND LIGHTING | $5,000 |
| OXFORD MEMORIAL LIBRARY | |||||||
| 8 FORT HILL PO BOX 552 | OXFORD | NY | 13830 | NONE | GOV | FUNDING WEBSITE | $13,526 |
| SHERBURNE METHODIST CHURCH | |||||||
| 11 CHAPEL STREET | SHERBURNE | NY | 13460 | NONE | PC | PAINT CHURCH | $3,000 |
| SHERBURNE YOUTH FOOTBALL | |||||||
| PO BOX 35 | SHERBURNE | NY | 13460 | NONE | PC | EQUIPMENT | $3,000 |
| SOUTH NEW BERLIN FREE LIBRARY | |||||||
| 203 WIGHTMAN ROAD | NORWICH | NY | 13815 | NONE | PC | BUILD COMMUNITY ROOM | $35,000 |
| ST ANDREW'S EPISCOPAL CHURCH | |||||||
| 40 SOUTH MAIN STREET | NEW BERLIN | NY | 13411 | NONE | PC | UNADILLA VALLEY FOOD PANTRY | $1,500 |
| ST BARTHOLOMEW CHURCH | |||||||
| 105 CANASAWACTA STREET | NORWICH | NY | 13815 | NONE | PC | FIRE ALARM SYSTEM | $25,000 |
| ST JOSEPH'S RC CHURCH | |||||||
| 4 PLEASANT STREET | NORWICH | NY | 13815 | NONE | PC | NEW ROOF | $16,000 |
| ST MALACHY'S CHURCH | |||||||
| 240 ONONDAGA STREET | SYRACUSE | NY | 13202 | NONE | PC | HEARING LOOP INSTALLATION | $6,815 |
| ST PAUL'S CATHOLIC CHURCH | |||||||
| 30 PLEASANT STREET | NORWICH | NY | 13815 | NONE | PC | QUARTERLY DISTRIBUTION | $45,000 |
| ST PAUL'S CATHOLIC CHURCH | |||||||
| 30 PLEASANT STREET | NORWICH | NY | 13815 | NONE | PC | QUARTERLY DISTRIBUTION | $45,000 |
| ST PAUL'S CATHOLIC CHURCH | |||||||
| 30 PLEASANT STREET | NORWICH | NY | 13815 | NONE | PC | QUARTERLY DISTRIBUTION | $45,000 |
| ST PAUL'S CATHOLIC CHURCH | |||||||
| 30 PLEASANT STREET | NORWICH | NY | 13815 | NONE | PC | QUARTERLY DISTRIBUTION | $45,000 |
| ST PAUL'S EPISCOPAL CHURCH SOUP AND SANDWICH | |||||||
| PO BOX 72 | OXFORD | NY | 13830 | NONE | PC | SOUP KITCHEN | $15,000 |
| THE CHILDREN'S HOME OF THE WYOMING CONFERENCE | |||||||
| 74 NORTH BROAD STREET | NORWICH | NY | 13815 | NONE | PC | FAMILY SUPPORT | $7,000 |
| THE MONDAY EVENING MUSICAL CLUB | |||||||
| 124 CASSIE DRIVE | NORWICH | NY | 13815 | NONE | PC | CONCERTS | $1,000 |
| THE SAM & ADELE GOLDEN FOUNDATION FOR THE ARTS INC | |||||||
| 237 BELL ROAD | NEW BERLIN | NY | 13411 | NONE | PC | ARTIST PROGRAM | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $766,252 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $493,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$119,496 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,539 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $378,815 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,815 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND ACCOUNTING | CategoryTxt |
| Amt | $16,262 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,262 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FHLMC SER 3066 CMO 5.5000% 11/15/35 | $36,360 | $36,360 |
| FORD MOTOR CRED 3.6640% 09/08/24 | $29,512 | $29,512 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO VARIABLE RATE PREFERRED ETF | $248,687 | $248,687 |
| ABBOTT LABS | $51,513 | $51,513 |
| ANALOG DEVICES INC | $55,994 | $55,994 |
| APPLE INC | $76,819 | $76,819 |
| BROADRIDGE FINL SOLUTIONS INC | $56,787 | $56,787 |
| BROWN & BROWN INC | $54,115 | $54,115 |
| CHEVRON CORPORATION | $50,565 | $50,565 |
| CISCO SYSTEMS INC | $72,900 | $72,900 |
| COCA COLA CO | $49,796 | $49,796 |
| COMCAST CORP-CL A | $48,805 | $48,805 |
| CVS HEALTH CORP | $60,168 | $60,168 |
| DISNEY WALT CO NEW | $53,632 | $53,632 |
| ECOLAB INC | $57,720 | $57,720 |
| EMERSON ELEC CO | $53,921 | $53,921 |
| GENERAL DYNAMICS CORP | $55,569 | $55,569 |
| ILLINOIS TOOL WKS INC | $56,317 | $56,317 |
| JOHNSON & JOHNSON | $54,232 | $54,232 |
| JP MORGAN CHASE & CO | $58,514 | $58,514 |
| LOWES COS INC | $55,638 | $55,638 |
| MICROCHIP TECHNOLOGY INC | $74,579 | $74,579 |
| MICROSOFT CORP | $76,336 | $76,336 |
| MONDELEZ INTERNATIONAL INC | $57,075 | $57,075 |
| NEXTERA ENERGY INC | $53,755 | $53,755 |
| NIKE INC-CLASS B | $47,879 | $47,879 |
| PHILLIPS 66 | $56,052 | $56,052 |
| QUALCOMM INC | $76,509 | $76,509 |
| SYSCO CORP | $53,092 | $53,092 |
| TARGET CORP | $56,113 | $56,113 |
| TEXAS INSTRUMENTS INC | $56,422 | $56,422 |
| UNITED PARCEL SERVICE CL B | $52,358 | $52,358 |
| UNITEDHEALTH GROUP INC | $52,647 | $52,647 |
| VERIZON COMMUNICATIONS | $51,649 | $51,649 |
| ACCENTURE PLC CL A | $58,251 | $58,251 |
| CHUBB LTD | $54,918 | $54,918 |
| MEDTRONIC PLC | $54,371 | $54,371 |
| NOVARTIS AG SPONS ADR | $52,504 | $52,504 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $162,482 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $162,482 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (49 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIRST TRUST ETF IV TACTICAL HIGH YIELD ETF | FMV | $319,299 | $319,299 |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | FMV | $638,935 | $638,935 |
| SPDR PORTFOLIO INTERMEDIATE TERM CORP BD ETF | FMV | $713,363 | $713,363 |
| VANGUARD BD INDEX LONG TERM BOND ETF | FMV | $283,404 | $283,404 |
| VANGUARD INTER TERM CORP BOND ETF | FMV | $711,932 | $711,932 |
| VANGUARD LONG-TERM CORPORATEBOND ETF | FMV | $283,571 | $283,571 |
| AMERICAN TOWER CORP REIT | FMV | $55,049 | $55,049 |
| REALTY INCOME CORP REIT | FMV | $55,238 | $55,238 |
| FIRST TRUST FINANCIAL ALPHADEX FUND | FMV | $43,593 | $43,593 |
| VANGUARD INDEX FUND MID-CAP | FMV | $86,542 | $86,542 |
| VANGUARD MID-CAP GROWTH INDEX FUND | FMV | $216,935 | $216,935 |
| VANGUARD MID-CAP VALUE INDEX FUND | FMV | $217,225 | $217,225 |
| VANGUARD SMALL CAP VALUE ETF | FMV | $258,077 | $258,077 |
| VANGUARD SMALL-CAP GROWTH ETF | FMV | $259,419 | $259,419 |
| VANGUARD FTSE DEVELOPED MARKETS INDEX ETF | FMV | $293,962 | $293,962 |
| VANGUARD FTSE EMERGING MARKETS ETF | FMV | $471,664 | $471,664 |
| WISDOMTREE INDIA EARNINGS FUND | FMV | $90,692 | $90,692 |
| FIRST TRUST GLOBAL TACT CMDTY STRAT ETF | FMV | $138,118 | $138,118 |
| VANECK VECTORS GOLD MINERS ETF | FMV | $119,112 | $119,112 |
| FIDELITY INFLATION PROTECTED BOND INSTL PREM | FMV | $554,754 | $554,754 |
| DODGE & COX INCOME FUND | FMV | $750,860 | $750,860 |
| FIDELITY US BOND INDEX INSTL PREMIUM | FMV | $942,265 | $942,265 |
| LOOMIS SAYLES BOND FUND | FMV | $194,375 | $194,375 |
| DODGE & COX GLOBAL BOND FUND | FMV | $65,611 | $65,611 |
| FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND | FMV | $259,402 | $259,402 |
| COLUMBIA DIVIDEND INCOME INST3 | FMV | $546,976 | $546,976 |
| FIDELITY 500 INDEX FUND | FMV | $576,509 | $576,509 |
| JPMORGAN LARGE CAP GROWTH I | FMV | $415,713 | $415,713 |
| DIAMOND HILL SMALL-MID CAP FUND | FMV | $171,589 | $171,589 |
| FIDELITY SMALL CAP INDEX FUND | FMV | $176,008 | $176,008 |
| DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | FMV | $136,656 | $136,656 |
| DODGE & COX INTL STOCK FUND | FMV | $356,012 | $356,012 |
| INVESCO OPPENHEIMER INTL GROWTH Y | FMV | $173,676 | $173,676 |
| ISHARES MSCI EAFE GROWTH ETF | FMV | $190,795 | $190,795 |
| DFA EMERGING MKTS PORTFOLIO | FMV | $163,283 | $163,283 |
| FIDELITY EMERGING MKTS INDEX FUND | FMV | $161,189 | $161,189 |
| FLEXSHARES MSTAR GLBL UPSTRM NAT RES IDX | FMV | $257,371 | $257,371 |
| DFA GLOBAL REAL ESTATE SECURITIES PORTFOLIO | FMV | $141,570 | $141,570 |
| LAZARD GLOBAL LISTED INFRASTRUCTURE FUND | FMV | $134,408 | $134,408 |
| ISHARES S&P 500 | FMV | $772,546 | $772,546 |
| ISHARES S&P 500 GROWTH ETF | FMV | $187,839 | $187,839 |
| ISHARES S&P 500 VALUE ETF | FMV | $218,518 | $218,518 |
| ISHARES MSCI EAFE ETF | FMV | $169,977 | $169,977 |
| ISHARES CORE S&P MIDCAP ETF | FMV | $303,874 | $303,874 |
| ISHARES S&P MIDCAP 400 GROWTH ETF | FMV | $71,580 | $71,580 |
| ISHARES TRUST S&P MID CAPITAL | FMV | $94,166 | $94,166 |
| ISHARES CORE S&P SMALL CAP E | FMV | $291,569 | $291,569 |
| ISHARES S&P SMALLCAP 600 VALUE INDEX FUND | FMV | $82,922 | $82,922 |
| ISHARES TR S&P SMALL CAP 600 GROWTH ETF | FMV | $69,462 | $69,462 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $4,099 | $0 | $4,099 |
| WEBSITE | $269 | $0 | $269 |
| INSURANCE | $1,250 | $0 | $1,250 |
| MEMBERSHIPS AND ASSOCIATIONS | $1,019 | $0 | $1,019 |
| STATE FILING FEES | $1,500 | $0 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $4,539 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $4,539 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $1,568,512 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $90,824 | $90,824 | $0 |
| ADMINISTRATIVE FEES | $12,000 | $6,000 | $6,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $1,455 | $0 | $0 |
| FOREIGN TAXES | $2,638 | $2,638 | $0 |
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