EASTERN STAR HALL & HOME FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EASTERN STAR HALL & HOME FOUNDATION INC (EIN 13-3458370)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-04
- IRS object ID
- 202341249349100604
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-04T07:06:18-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7936 SENECA TURNPIKE | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133458370 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTERN STAR HALL & HOME FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O POUNDER HALL BOX 106 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 3157686323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 UTICA STREET | AddressLine1Txt |
| City | ORISKANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BURNIECE HERENDEEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3157686323 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BURNIECE | PersonFirstNm |
| Person Last | HERENDEEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER LESSELS | PreparerPersonNm |
| PTIN | P00433206 | PTIN |
| Phone | 3157977781 | PhoneNum |
| Preparation | 2023-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,625,299 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,061 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $30,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $587,976 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,279,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $587,976 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $918,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $618,480 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,075 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,075 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,610 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,610 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $32,028 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $32,028 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $155 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $8,223 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,826 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,080,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,080,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,169,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,130,821 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$251,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $579,640 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,758 | CashBOYAmt |
| Cash EOY | $855,674 | CashEOYAmt |
| Cash EOYFMV | $855,674 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $129,633 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $471,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $471,480 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,428 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $2,478,593 | CorporateStockBOYAmt |
| Corporate Stock EOY | $114,538 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $114,538 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $645,147 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $154,950 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $163,950 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,657 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,657 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,657 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,357,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,616,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,625,299 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $7,657 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $1,669,165 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $6,106 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,271 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,675,271 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,928 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,406,396 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,358,894 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $275,549 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $238,477 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,681,945 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,597,371 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,357,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,616,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,681,945 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$251,120 | ExcessRevenueOverExpensesAmt |
| Other Increases | $795,000 | OtherIncreasesAmt |
| Subtotal | $2,225,825 | SubtotalAmt |
| Other Decreases | $628,454 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,597,371 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SECURITIES | PropertyDesc |
| Acquired | 2001-01-01 | AcquiredDt |
| Sold | 2022-06-30 | SoldDt |
| Gross Sales Price | $20,279,784 | GrossSalesPriceAmt |
| Cost Or Other Basis | $19,691,808 | CostOrOtherBasisAmt |
| Gain Or Loss | $587,976 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $587,976 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $587,976 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,057 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,057 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,057 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | 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 | $400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,657 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3157686323 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 UTICA STREET | AddressLine1Txt |
| City | ORISKANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13424 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| BURNIECE HERENDEEN | ||||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| PATRICIA IRWIN | ||||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | TREASURER | 1.00 | $0 | $0 | $0 |
| SHARON WILLIAMS | ||||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH BELLMYER | ||||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ANGELINE TERAN | ||||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CAROLYN CALL | ||||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA FLORES | ||||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAQUELINE HOWLETT | ||||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| IDRISE GRILL | ||||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH HINCHCLIFF | ||||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRENDA DEAN | ||||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDA BLODGETT | ||||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN MARSHALL-KING | ||||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | DIRECTOR | 1.00 | $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 | $2,366,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $272,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,639,020 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,639,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,599,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,057 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,057 | TotalTaxAmt |
| Distributable Before Adj | $121,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $121,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $121,915 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,130,821 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,130,821 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,651,571 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,593,665 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,071,355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $970,170 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $655,979 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,942,740 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,130,821 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $121,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,008,906 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,951,646 | 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 | $1,651,571 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,300,075 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,593,665 | ExcessFromYear4Amt |
| Excess From Year3 | $1,071,355 | ExcessFromYear3Amt |
| Excess From Year2 | $970,170 | ExcessFromYear2Amt |
| Excess From Year1 | $655,979 | ExcessFromYear1Amt |
| Excess From Current Year | $1,008,906 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| POUNDER HALL INC | |||||||
| 1400 UTICA ST | ORISKANY | NY | 13424 | AFFILIATE | 501C8 | HOUSING ASSISTANCE FOR THE ELDERLY | $150,000 |
| TRUSTEES OF THE EASTERN STAR HALL AND HOME OF THE STATE OF NEW YORK INC | |||||||
| 8290 STATE HWY 69 PO BOX 959 | ORISKANY | NY | 13424 | AFFILIATE | 501C3 | GENERAL OPERATIONS | $930,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,080,995 | 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 | $30,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $587,976 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $618,480 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $618,480 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 | Yes (1) | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (3 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| ORDER OF THE EASTERN STAR | ||
| 1c | $0 | THE FOUNDATION USES THE OFFICE SPACE OF THE ORDER OF THE EASTERN STAR FOR FREE. |
| ORDER OF THE EASTERN STAR | ||
| 1b(4) | $1,500 | ORDER OF THE EASTERN STAR STAFF PROVIDES BOOKKEEPING/ADMINISTRATIVE SERVICES FOR FOUNDATION. |
| POUNDER HALL INC | ||
| 1a(1) | $150,000 | TO SUPPORT OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CENTRAL NEW YORK 32ND DEGREE MASONIC CENTER CORP | ||||||
| 1 | PO BOX 638 | ORISKANY | NY | 13424 | $12,300 | Yes (X) |
| A SOMERS GARDNER TRUST | ||||||
| 2 | PO BOX 55868 | BOSTON | MA | 02205 | $8,327 | Yes (X) |
| EASTERN STAR DAY CARE CENTER | ||||||
| 3 | 8280 ROUTE 69 | ORISKANY | NY | 13424 | $28,000 | Yes (X) |
| SOUTH SENECA 200 | ||||||
| 4 | PO BOX 128 | INTERLAKEN | NY | 14847 | $9,187 | Yes (X) |
| VALLEY STARS | ||||||
| 5 | 4721 COUNTY ROUTE 22 | LACONA | NY | 13083 | $10,000 | Yes (X) |
| UTICA-HOLLY 178 | ||||||
| 6 | 1008 CLEVELAND AVE | UTICA | NY | 13502 | $10,000 | Yes (X) |
| FHHM- GRAND OFFICERS ASSOCIATION | ||||||
| 7 | 2 EMERSON RD | LONG LAKE | NY | 12847 | $5,000 | Yes (X) |
| QUEENS 211 | ||||||
| 8 | 8 ELWOOD AVENUE | HICKSVILLE | NY | 11801 | $5,304 | Yes (X) |
| WAGENER TRUST | ||||||
| 9 | PO BOX 128 | INTERLAKEN | NY | 14847 | $14,864 | Yes (X) |
| BELLEVILLE-EUDORA 136 | ||||||
| 10 | 4721 COUNTY ROUTE 22 | LACONA | NY | 13083 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,150 | Amt |
| Net Investment Income | $8,075 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,075 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $114,538 | EOYBookValueAmt |
| EOYFMV | $114,538 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $84,059 | $84,059 |
| US GOVERNMENT OBLIGATIONS | AT COST | $70,891 | $79,891 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM AFFILIATE | Desc |
| BOY Book Value | $19,657 | BOYBookValueAmt |
| EOY Book Value | $19,657 | EOYBookValueAmt |
| EOYFMV | $19,657 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $628,454 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON NOTE RECEIVABLE FROM AFFILIATE | Desc |
| Amt | $795,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| BOY Book Value | $6,106 | BOYBookValueAmt |
| EOY Book Value | $11,271 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $30,610 | Amt |
| Net Investment Income | $30,610 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE FILING FEE | $275 | $138 | $0 | $137 |
| FOREIGN TAXES | $17 | $17 | $0 | $0 |
| EXCISE TAXES | $8,086 | $0 | $0 | $8,086 |
Comments