NORATHCO FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NORATHCO FOUNDATION (EIN 16-1731980)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202341289349103004
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T13:27:45-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161731980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORATHCO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORA | BusinessNameControlTxt |
| Phone | 6072669470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OAK HILL RD | AddressLine1Txt |
| City | ITHACA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK COWETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6072669470 | PhoneNum |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FREDERICK | PersonFirstNm |
| Person Last | COWETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT BRANT | PreparerPersonNm |
| PTIN | P00830055 | PTIN |
| Phone | 2128127000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $2,807,258 | 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 | $42,216 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,216 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $216,716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $558,889 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $216,716 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $258,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $258,932 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,419 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,419 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,148 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $422 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $976 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,823 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,101 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $144,101 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,109 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $221,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $108,713 | CashBOYAmt |
| Cash EOY | $101,891 | CashEOYAmt |
| Cash EOYFMV | $101,891 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $176,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $280,247 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $280,247 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,253,432 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,109,841 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,581,217 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $794,638 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $917,912 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $843,903 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,333,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,409,891 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,807,258 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,333,782 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,409,891 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,333,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,409,891 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,333,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,409,891 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,333,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,109 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,409,891 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,409,891 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $558,889 | GrossSalesPriceAmt |
| Cost Or Other Basis | $342,173 | CostOrOtherBasisAmt |
| Gain Or Loss | $216,716 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $216,716 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $216,716 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,085 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,085 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,085 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,360 | 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 | $5,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,275 | OverpaymentAmt |
| Applied To ES Tax | $2,275 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FREDERICK D COWETT | IndividualWithBooksNm |
| Phone | 6072669470 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OAK HILL ROAD | AddressLine1Txt |
| City | ITHACA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14850 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK D COWETT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OAK HILL ROAD | AddressLine1Txt |
| City | ITHACA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 14850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SOLE DIRECTOR,PRES.,TREAS. | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,819,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $310,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,129,923 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,129,923 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,949 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,082,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $154,149 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $154,149 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,085 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,085 | TotalTaxAmt |
| Distributable Before Adj | $151,064 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $151,064 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $151,064 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $144,101 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $144,101 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,064 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,303 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $144,101 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,303 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $133,798 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $17,266 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 7TH ART CORPORATIONCINEMAPOLIS | ||||||||
| 120 E GREEN ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 WEST 44TH ST SUITE 609 | NEW YORK | NY | 10036 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | |
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION | ||||||||
| 575 MADISON AVE 1006 | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| BROWN ANNUAL FUND | ||||||||
| 350 EDDY STREET SIXTH FL | PROVIDENCE | RI | 02903 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | |
| CANCER RESOURCE CENTER OF THE FINGER LAKES | ||||||||
| 612 W STATE ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| CAYUGA MEDICAL CENTER FOUNDATION | ||||||||
| 101 DATES DR | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| CENTER FOR TRANSFORMATIVE ACTION | ||||||||
| PO BOX 760 | ITHACA | NY | 14851 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,500 | |
| CHALLENGE WORKFORCE SOLUTIONS | ||||||||
| 950 DANBY RD 179 | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| CHARITY NAVIGATOR | ||||||||
| PO BOX 6002 | BELLMAWR | NJ | 08099 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| CHERRY ARTS | ||||||||
| 102 CHERRY ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| COLLEGIATE SCHOOL | ||||||||
| 301 FREEDOM PL S | NEW YORK | NY | 10069 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| COMMUNITY ARTS PARTNERSHIP | ||||||||
| 110 N TIOGA ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| COMMUNITY SCHOOL OF MUSIC AND ARTS | ||||||||
| 330 E MARTIN LUTHER KING JR/STATE | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | ST |
| CORNELL CINEMA | ||||||||
| 104 WILLARD STRAIGHT HALL | ITHACA | NY | 14853 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| DOWNTOWN ITHACA CHILDRENS CENTER | ||||||||
| 506 1ST ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| FAMILY & CHILDREN'S SERVICE OF ITHACA | ||||||||
| 127 W STATE ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| FAMILY READING PARTNERSHIP | ||||||||
| 54 GUNDERMAN RD | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| FINGER LAKES LAND TRUST | ||||||||
| 202 E COURT ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| FINGER LAKES TOY LIBRARY | ||||||||
| 609 W CLINTON ST 106 | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| FOOD BANK OF THE SOUTHERN TIER | ||||||||
| 388 UPPER OAKWOOD AVE | ELMIRA | NY | 14903 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 | |
| FOODNET MEALS ON WHEELS | ||||||||
| 2422 N TRIPHAMMER RD | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 | |
| FRIENDS OF ROBINSON GARDENS | ||||||||
| 1008 ELDEN WAY | BEVERLY HILLS | CA | 90210 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| FRISBETRAFALGAR | ||||||||
| 117 E LOUISA STREET 533 | SEATTLE | WA | 98102 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| GOLDEN OPPORTUNITY | ||||||||
| PO BOX 370 | ITHACA | NY | 14851 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| HANGAR THEATRE | ||||||||
| 801 TAUGHANNOCK BLVD | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| HARVARD COLLEGE FUND | ||||||||
| PO BOX 419209 | BOSTON | MA | 02241 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| HISTORIC ITHACA | ||||||||
| 210 CENTER ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 | |
| HISTORY CENTER IN TOMPKINS COUNTY | ||||||||
| 110 N TIOGA ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| HOSPICARE | ||||||||
| 172 E KING RD | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| ITHACA NEIGHBORHOOD HOUSING SERVICES | ||||||||
| 115 W CLINTON ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| ITHACA PUBLIC EDUCATION INITIATIVE | ||||||||
| 1013 W STATE ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| KCRW | ||||||||
| PO BOX 7010 | ARTESIA | CA | 90702 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | |
| KITCHEN THEATRE | ||||||||
| 417 W STATE ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| MOUNT SINAI HOSPITAL DUBIN BREAST CENTER | ||||||||
| 1176 5TH AVE | NEW YORK | NY | 10029 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | |
| MUSEUM OF THE EARTHPRI | ||||||||
| 1259 TRUMANSBURG RD | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| NARAL FOUNDATION | ||||||||
| 1725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| NORTHEASTERN UNIVERSITY | ||||||||
| 716 COLUMBUS AVENUE 212 CP | BOSTON | MA | 02120 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| RACKER | ||||||||
| 3226 WILKINS RD | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| SALTONSTALL FOUNDATION FOR THE ARTS | ||||||||
| 435 ELLIS HOLLOW CREEK RD | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| SCIENCENTER | ||||||||
| 601 1ST ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| STATE THEATRE OF ITHACA INC | ||||||||
| 107 W STATE ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| SUICIDE PREVENTION & CRISIS SERVICE | ||||||||
| 124 E COURT ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| TOMPKINS COUNTY LIBRARY FOUNDATION | ||||||||
| PO BOX 6727 | ITHACA | NY | 14851 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| URBAN RESOURCES INITIATIVE | ||||||||
| 301 PROSPECT ST 1 | NEW HAVEN | CT | 06511 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| VILLAGE OF CAYUGA HEIGHTS | ||||||||
| 836 HANSHAW ROAD | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| WCNY | ||||||||
| 415 W FAYETTE ST | SYRACUSE | NY | 13204 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| WHARTON STUDIO MUSEUM | ||||||||
| PO BOX 3975 | ITHACA | NY | 14852 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| WILD CENTER | ||||||||
| 45 MUSEUM DR | TUPPER LAKE | NY | 12986 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 | |
| WOMENS OPPORTUNITY CENTER | ||||||||
| 315 N TIOGA ST | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| WRVO | ||||||||
| 7060 STATE ROUTE 104 | OSWEGO | NY | 13126 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| WSKG | ||||||||
| 601 GATES ROAD | VESTAL | NY | 13850 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 | |
| YALE ALUMNI FUND | ||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 | |
| NYPIRG | ||||||||
| 9 MURRAY STREET | NEW YORK | NY | 10007 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,000 | 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 | $42,216 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $216,716 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $258,932 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $258,932 | 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 | MAZARS USA LLP | CategoryTxt |
| Amt | $10,250 | Amt |
| Net Investment Income | $5,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - EQUITIES | StockNm |
| EOY Book Value | $1,109,841 | EOYBookValueAmt |
| EOYFMV | $1,581,217 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB - OTHER ASSETS | AT COST | $70,585 | $75,741 |
| CHARLES SCHWAB - EXCHANGE TRADED FUNDS | AT COST | $847,327 | $768,162 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $110 | $0 | $110 |
| DE FILING FEES | $586 | $0 | $586 |
| NYS FILING FEES | $250 | $0 | $250 |
| POSTAGE | $60 | $30 | $30 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSELING | CategoryTxt |
| Amt | $31,419 | Amt |
| Net Investment Income | $31,419 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $422 | $422 | $0 |
| EXCISE TAX | $1,726 | $0 | $0 |
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