BETA

HERBERT S AND ELEANORE L HOWARD CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HERBERT S AND ELEANORE L HOWARD CHARITABLE FOUNDATION (EIN 01-6177361)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202301359349100810
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T06:50:54-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270015651PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOND SCHOENECK & KING PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE LINCOLN CENTERAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN016177361EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HERBERT S AND ELEANORE L HOWARDBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHERBBusinessNameControlTxt
Phone3152188133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BOND SCHOENECK KING 1 LINCOLN CNAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES E MACKINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3152188133PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastMACKINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTIN A SCHWABPreparerPersonNm
PTINP00023608PTIN
Phone3152188000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$864,346FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$808InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$808InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,034DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,034DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,842TotalRevAndExpnssAmt
Total Net Invst Incm$11,842TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,265LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,132LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,133LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$102TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,367TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,132TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,133TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,417TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,132TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,183TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,575ExcessRevenueOverExpensesAmt
Net Investment Income$10,710NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$725,270SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$112,414SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$112,364SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$105,364CorporateStockBOYAmt
Corporate Stock EOY$106,645CorporateStockEOYAmt
Corporate Stock EOYFMV$98,762CorporateStockEOYFMVAmt
Corporate Bonds BOY$50,361CorporateBondsBOYAmt
Corporate Bonds EOY$50,365CorporateBondsEOYAmt
Corporate Bonds EOYFMV$48,960CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$600,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$604,260OtherInvestmentsEOYFMVAmt
Total Assets BOY$880,995TotalAssetsBOYAmt
Total Assets EOY$869,424TotalAssetsEOYAmt
Total Assets EOYFMV$864,346TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,032,685CapitalStockBOYAmt
Capital Stock EOY$3,032,685CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$2,151,690RetainedEarningBOYAmt
Retained Earning EOY-$2,163,261RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$880,995TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$869,424TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$880,995TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$869,424TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$880,995TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,575ExcessRevenueOverExpensesAmt
Other Increases$4OtherIncreasesAmt
Subtotal$869,424SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$869,424TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$149InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$149SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$149TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$149TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES E MACKIN CO BSK PLLCIndividualWithBooksNm
Phone3152188133PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE LINCOLN CENTERAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13202ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES E MACKIN
BOND SCHOENECK KING 1 LINCOLNCENTERSYRACUSENY13202TRUSTEE5.00$0$0$0
TRUSTEE FEES ARE PAID TO
BOND SCHOENECK KING PLLCSYRACUSENY13202N/A0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$235,207AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$648,534AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$883,741TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$883,741AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,256CashDeemedCharitableAmt
Net Vl Noncharitable Assets$870,485NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,524MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,524MinimumInvestmentReturnAmt
Tax Based On Investment Income$149TaxBasedOnInvestmentIncomeAmt
Total Tax$149TotalTaxAmt
Distributable Before Adj$43,375DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$43,375DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$43,375DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,183ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,183QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,375DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$1,834,122ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,834,122TotalExcessDistributionCyovAmt
Qualifying Distributions$22,183QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,183AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$21,192ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$21,192ExcessDistributionCyovAppCYAmt
Total Corpus$1,812,930TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,812,930ExcessDistriCyovToNextYrAmt
Excess From Year1$1,812,930ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES E MACKIN BOND SCHOENECK KINGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ONE LINCOLN CENTERAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13202ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3152188133RecipientPhoneNum
Recipient Email AddressJMACKIN@BSK.COMRecipientEmailAddressTxt
Form And Info And MaterialsLETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsCHARITABLE ORGANIZATIONS WHOSE CHARITABLE PURPOSES ARE DEVOTED TO EDUCATION, MEDICINE, SOCIAL WELFARE, ARTS, HISTORIC PRESERVATION, RELIGION, AND THE ENVIRONMENT.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAZCARES INC
101 NELSON STREETCAZENOVIANY13035N/APUBLIC CHARITYASSISTANCE TO FAMILIES$2,600
CAZENOVIA AREA VOLUNTEER AMBULANCE CORPS
106 NELSON STREETCAZENOVIANY13035N/APUBLIC CHARITYGENERAL PURPOSES$250
CAZENOVIA COLLEGE
22 SULLIVAN STREETCAZENOVIANY13035N/APUBLIC CHARITYGENERAL PURPOSES$1,000
CAZENOVIA PRESERVATION FOUNDATION
PO BOX 627CAZENOVIANY130350627N/APUBLIC CHARITYGENERAL PURPOSES$300
CHRISTIAN BROTHERS ACADEMY
6245 RANDALL ROADSYRACUSENY13214N/APUBLIC CHARITYGENERAL PURPOSES$100
FRANCIS HOUSE
108 MICHAELS AVENUESYRACUSENY13208N/APUBLIC CHARITYGENERAL PURPOSES$700
FRANK H HISCOCK LEGAL AID SOCIETY
351 SOUTH WARREN STREETSYRACUSENY132022057N/APUBLIC CHARITYGENERAL PURPOSES$250
HOLY ROSARY CHURCH
111 ROBERTS AVENUESYRACUSENY13207N/APUBLIC CHARITYGENERAL PURPOSES$250
HOPE FOR BEREAVED
4500 ONONDAGA BOULEVARDSYRACUSENY13219N/APUBLIC CHARITYGENERAL PURPOSES$250
IMMACULATE CONCEPTION
400 SALT SPRINGS STREETFAYETTEVILLENY13066N/APUBLIC CHARITYGENERAL PURPOSES$5,100
INTERFAITH WORKS
1010 JAMES STREETSYRACUSENY13203N/APUBLIC CHARITYGENERAL PURPOSES$500
LE MOYNE COLLEGE
1419 SALT SPRINGS ROADSYRACUSENY13214N/APUBLIC CHARITYGENERAL PURPOSES$1,000
LORETTO FOUNDATION
700 EAST BRIGHTON AVENUESYRACUSENY13205N/APUBLIC CHARITYGENERAL PURPOSES$500
ONEIDA COMMUNITY MANSION HOUSE
170 KENWOOD AVENUEONEIDANY13421N/APUBLIC CHARITYGENERAL PURPOSES$500
ORDER OF ST THOMAS MORE (NOTRE DAME)
1100 GRACE HALLNOTRE DAMEIN46556N/APUBLIC CHARITYGENERAL PURPOSES$5,200
TUNNEL TO TOWERS
2361 HYLAN BLVDSTATON ISLANDNY10306N/APUBLIC CHARITYGENERAL PURPOSES$250
UNITED WAY OF CENTRAL NEW YORK INC
518 JAMES STREET PO BOX 2129SYRACUSENY13203N/APUBLIC CHARITYGENERAL PURPOSES$1,500
VOLUNTEERS LAWYERS PROJECT
221 SOUTH WARREN STREET SUITE 320SYRACUSENY13202N/APUBLIC CHARITYGENERAL PURPOSES$200
WANDERERS REST
7138 SUTHERLAND DRIVECANASTOTANY13032N/APUBLIC CHARITYGENERAL PURPOSES$100
YOUNG LIFE
113 AMBERGATE ROADDEWITTNY13214N/APUBLIC CHARITYGENERAL PURPOSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,050TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$808ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,034ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,842ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,842TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$50,365EOYBookValueAmt
EOYFMV$48,960EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$106,645EOYBookValueAmt
EOYFMV$98,762EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCERTIFICATES OF DEPOSITCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$600,000BookValueAmt
EOYFMV$604,260EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryBOND, SCHOENECK & KING, PLLC - LEGAL FEESCategoryTxt
Legal Fees$2,265LegalFeesAmt
Net Investment Income$1,132NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,133DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$4Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2021 BALANCE DUE ON RETURNCategoryTxt
Amt$102Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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