HERBERT S AND ELEANORE L HOWARD CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HERBERT S AND ELEANORE L HOWARD CHARITABLE FOUNDATION (EIN 01-6177361)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-05
IRS object ID
202531259349100613
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-05T07:07:33-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTIN A SCHWABPreparerPersonNm
PTINP00023608PTIN
Phone3152188000PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$870,549FMVAssetsEOYAmt
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$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$39,177DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,177DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$350,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$39,206TotalRevAndExpnssAmt
Total Net Invst Incm$39,206TotalNetInvstIncmAmt
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$2,393LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,197LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,196LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$513TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,906TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,197TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,196TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,456TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,197TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,746TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,750ExcessRevenueOverExpensesAmt
Net Investment Income$38,009NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$364,861SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$374,611SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$376,300SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$106,645CorporateStockBOYAmt
Corporate Stock EOY$106,645CorporateStockEOYAmt
Corporate Stock EOYFMV$96,082CorporateStockEOYFMVAmt
Corporate Bonds BOY$50,361CorporateBondsBOYAmt
Corporate Bonds EOY$50,361CorporateBondsEOYAmt
Corporate Bonds EOYFMV$46,460CorporateBondsEOYFMVAmt
Other Investments BOY$350,000OtherInvestmentsBOYAmt
Other Investments EOY$350,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$351,707OtherInvestmentsEOYFMVAmt
Total Assets BOY$871,867TotalAssetsBOYAmt
Total Assets EOY$881,617TotalAssetsEOYAmt
Total Assets EOYFMV$870,549TotalAssetsEOYFMVAmt
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-$2,160,818RetainedEarningBOYAmt
Retained Earning EOY-$2,151,068RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$871,867TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$881,617TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$871,867TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$881,617TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$871,867TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,750ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$881,617SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$881,617TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyAlly Bk CDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2022-11-11AcquiredDt
Sold2024-11-18SoldDt
Gross Sales Price$350,000GrossSalesPriceAmt
Cost Or Other Basis$350,000CostOrOtherBasisAmt
Gain Or Loss$0GainOrLossAmt
Gains Minus Excess Or Losses$0GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$528InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$528SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$528TaxBasedOnInvestmentIncomeAmt
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$29EsPenaltyAmt
Tax Due$557TaxDueAmt

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$501,740AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$375,264AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$877,004TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$877,004AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,155CashDeemedCharitableAmt
Net Vl Noncharitable Assets$863,849NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,192MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,192MinimumInvestmentReturnAmt
Tax Based On Investment Income$528TaxBasedOnInvestmentIncomeAmt
Total Tax$528TotalTaxAmt
Distributable Before Adj$42,664DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$42,664DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$42,664DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,746ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$27,746QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,664DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,804,219ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$1,804,219TotalExcessDistributionCyovAmt
Qualifying Distributions$27,746QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,746AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$14,918ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$14,918ExcessDistributionCyovAppCYAmt
Total Corpus$1,789,301TotalCorpusAmt
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$1,789,301ExcessDistriCyovToNextYrAmt
Excess From Year3$1,789,301ExcessFromYear3Amt

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 (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAZCARES INC
101 NELSON STREETCAZENOVIANY13035N/APUBLIC CHARITYASSISTANCE TO FAMILIES$2,500
CAZENOVIA AREA VOLUNTEER AMBULANCE CORPS
106 NELSON STREETCAZENOVIANY13035N/APUBLIC CHARITYGENERAL PURPOSES$500
CAZENOVIA FIRE DEPARTMENT
127 ALBANY STREETCAZENOVIANY13035N/APUBLIC CHARITYGENERAL PURPOSES$500
CAZENOVIA PRESERVATION FOUNDATION
PO BOX 627CAZENOVIANY130350627N/APUBLIC CHARITYGENERAL PURPOSES$500
CAZENOVIA PUBLIC LIBRARY
100 ALBANY STREETCAZENOVIANY13035N/APUBLIC CHARITYGENERAL PURPOSES$500
FRANCIS HOUSE
108 MICHAELS AVENUESYRACUSENY13208N/APUBLIC CHARITYGENERAL PURPOSES$2,500
FRANK H HISCOCK LEGAL AID SOCIETY
351 SOUTH WARREN STREETSYRACUSENY132022057N/APUBLIC CHARITYGENERAL PURPOSES$250
HOPE APPEAL
240 EAST ONONDAGA STREETSYRACUSENY13202N/APUBLIC CHARITYGENERAL PURPOSES$300
HOPE FOR BEREAVED
4500 ONONDAGA BOULEVARDSYRACUSENY13219N/APUBLIC CHARITYGENERAL PURPOSES$500
IMMACULATE CONCEPTION
400 SALT SPRINGS STREETFAYETTEVILLENY13066N/APUBLIC CHARITYGENERAL PURPOSES$5,000
INTERFAITH WORKS
1010 JAMES STREETSYRACUSENY13203N/APUBLIC CHARITYGENERAL PURPOSES$500
LE MOYNE COLLEGE
1419 SALT SPRINGS ROADSYRACUSENY13214N/APUBLIC CHARITYGENERAL PURPOSES$1,000
MEALS ON WHEELS OF SYRACUSE
300 BURT STREETSYRACUSENY13202N/APUBLIC CHARITYGENERAL PURPOSES$500
MELANOMA RESEARCH FOUNDATION
1420 K STREET NW 7TH FLOORWASHINGTONDC20005N/APUBLIC CHARITYGENERAL PURPOSES$250
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$5,400
ST AGATHA FOUNDATION
165 TOWNSHIP LINE ROADJENKINTOWNPA19046N/APUBLIC CHARITYGENERAL PURPOSES$3,000
UNITED WAY OF CENTRAL NEW YORK INC
518 JAMES STREET PO BOX 2129SYRACUSENY13203N/APUBLIC CHARITYGENERAL PURPOSES$1,500
VNA HOSPICE FOUNDATION OF VERO BEACH
920 37TH PLACE 101VERO BEACHFL32960N/APUBLIC CHARITYGENERAL PURPOSES$100
VOLUNTEERS LAWYERS PROJECT
221 SOUTH WARREN STREET SUITE 320SYRACUSENY13202N/APUBLIC CHARITYGENERAL PURPOSES$250
YOUNG LIFE
113 AMBERGATE ROADDEWITTNY13214N/APUBLIC CHARITYGENERAL PURPOSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,550TotalGrantOrContriPdDurYrAmt
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$29ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,177ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$39,206ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,206TotalIncomeProducingActyAmt

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$50,361EOYBookValueAmt
EOYFMV$46,460EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$106,645EOYBookValueAmt
EOYFMV$96,082EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCERTIFICATES OF DEPOSITCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$350,000BookValueAmt
EOYFMV$351,707EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryBOND, SCHOENECK & KING, PLLC - LEGAL FEESCategoryTxt
Legal Fees$2,393LegalFeesAmt
Net Investment Income$1,197NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,196DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2023 BALANCE DUE ON RETURNCategoryTxt
Amt$513Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.