HERBERT S AND ELEANORE L HOWARD CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HERBERT S AND ELEANORE L HOWARD CHARITABLE FOUNDATION (EIN 01-6177361)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-29
- IRS object ID
- 202111199349100016
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-29T09:35:55-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270015651 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND SCHOENECK & KING PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LINCOLN CENTER | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016177361 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERBERT S AND ELEANORE L HOWARD | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERB | BusinessNameControlTxt |
| Phone | 3152188133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOND SCHOENECK KING 1 LINCOLN CN | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES E MACKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3152188133 | PhoneNum |
| Signature | 2021-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | MACKIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN A SCHWAB | PreparerPersonNm |
| PTIN | P00023608 | PTIN |
| Phone | 3152188000 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,982,438 | 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 |
| Interest On Sav Rev And Expnss | $304 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $304 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,641 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $661,022 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,295,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $661,022 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $686,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $685,967 | 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 |
| Legal Fees Rev And Expnss | $2,265 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,132 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,133 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,658 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,404 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,404 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,327 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,537 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $501,460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $684,835 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,836 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,154,813 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,154,813 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,290,188 | CorporateStockBOYAmt |
| Corporate Stock EOY | $656,064 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $770,585 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,358 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,358 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $57,040 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $393 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,359,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,861,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,982,438 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,032,685 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,032,685 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$672,910 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$171,450 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,359,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,861,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,359,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,861,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,359,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $501,460 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,861,235 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,861,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| Capital Gains Dividends | P | $364 | $364 | $364 | |||
| Neuberger Berman Hi Inc Bd | $6,078 | -$1,439 | -$1,439 | 2020-03-19 | $7,517 | ||
| Cohen & Steers | $405,029 | -$121,584 | -$121,584 | 2020-03-19 | $526,613 | 2017-07-19 | |
| Neuberger Berman Hi Inc Bd | $41,418 | -$12,304 | -$12,304 | 2020-03-19 | $53,722 | ||
| Wabtec Corp | $226 | -$242 | -$242 | 2020-03-19 | $468 | 2019-02-25 | |
| Abbott Labs | $55,808 | $40,443 | $40,443 | $15,365 | |||
| Abbvie Inc | $47,407 | $30,745 | $30,745 | $16,662 | |||
| ADP | $104,360 | $51,234 | $51,234 | $53,126 | |||
| Bershire Hathaway | $16,869 | $12,081 | $12,081 | $4,788 | |||
| Chevron | $32,930 | $10,619 | $10,619 | $22,311 | |||
| Cisco | $51,371 | $25,717 | $25,717 | $25,654 | |||
| Coca Cola | $53,030 | $25,295 | $25,295 | $27,735 | |||
| Duke | $20,519 | $7,301 | $7,301 | $13,218 | |||
| Emerson Electric | $28,638 | $8,825 | $8,825 | $19,813 | |||
| General Electric | $7,728 | -$42,926 | -$42,926 | $50,654 | |||
| Home Depot | $124,622 | $94,638 | $94,638 | $29,984 | |||
| IBM | $36,637 | -$7,354 | -$7,354 | $43,991 | |||
| Merck | $65,384 | $13,529 | $13,529 | $51,855 | |||
| Microsoft | $99,751 | $91,982 | $91,982 | $7,769 | |||
| Neuberger Berman Hi Inc Bd | $77,853 | -$24,154 | -$24,154 | $102,007 | |||
| Nextera Energy | $83,801 | $71,449 | $71,449 | $12,352 | |||
| Pfizer | $25,959 | -$5,504 | -$5,504 | $31,463 | |||
| Procter & Gamble | $27,263 | $17,678 | $17,678 | $9,585 | |||
| Schwab S&P 500 Index | $394,765 | $193,958 | $193,958 | $200,807 | |||
| SPDR S&P 500 | $58,578 | $33,334 | $33,334 | $25,244 | |||
| Vanguard FTSE Emerging Mkts | $15,056 | -$6,572 | -$6,572 | $21,628 | |||
| Vanguard Mid-Cap | $177,088 | $65,686 | $65,686 | $111,402 | |||
| Vanguard Small Cap | $156,877 | $45,460 | $45,460 | $111,417 | |||
| Walmart Inc | $79,736 | $42,763 | $42,763 | $36,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $661,022 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,519 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,519 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,519 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,284 | 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 | $9,284 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $235 | 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 | FL | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES E MACKIN CO BSK PLLC | IndividualWithBooksNm |
| Phone | 3152188133 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LINCOLN CENTER | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAMES E MACKIN | |||||||||
| BOND SCHOENECK KING 1 LINCOLN | CENTER | SYRACUSE | NY | 13202 | TRUSTEE | 25.00 | $0 | $0 | $0 |
| TRUSTEE FEES ARE PAID TO | |||||||||
| BOND SCHOENECK KING PLLC | SYRACUSE | NY | 13202 | N/A | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,446,282 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,821,405 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,267,687 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,267,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,218,672 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,519 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,519 | TotalTaxAmt |
| Distributable Before Adj | $151,415 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $151,415 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $151,415 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,537 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $167,537 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $167,537 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,415 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $165,303 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,537 | QualifyingDistributionsAmt |
| Applied To Year1 | $165,303 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,234 | 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 | $149,181 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES E MACKIN BOND SCHOENECK KING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LINCOLN CENTER | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3152188133 | RecipientPhoneNum |
| Recipient Email Address | JMACKIN@BSK.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION OF UPSTATE NY CHAPTER | |||||||
| 890 SEVENTH NORTH STREET SUITE 108 | LIVERPOOL | NY | 13088 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $100 |
| BALTIMORE WOODS NATURE CENTER | |||||||
| 4007 BISHOP HILL ROAD | MARCELLUS | NY | 13108 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $16,667 |
| CAZCARES INC | |||||||
| 101 NELSON STREET | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | ASSISTANCE TO FAMILIES | $2,500 |
| CAZENOVIA AREA VOLUNTEER AMBULANCE CORPS | |||||||
| 106 NELSON STREET | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| CAZENOVIA COLLEGE | |||||||
| 22 SULLIVAN STREET | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| CAZENOVIA LAKE ASSOCIATION | |||||||
| PO BOX 55 | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| CAZENOVIA PRESERVATION FOUNDATION | |||||||
| PO BOX 627 | CAZENOVIA | NY | 130350627 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $100 |
| CAZENOVIA PUBLIC LIBRARY | |||||||
| 100 ALBANY STREET | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $250 |
| CENTRAL BUCKS EMS | |||||||
| 455 EAST STREET | DOYLESTOWN | PA | 18901 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| CNY COMMUNITY FOUNDATION | |||||||
| 431 EAST FAYETTE STREET SUITE 100 | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $102,487 |
| CNY COMMUNITY FOUNDATION | |||||||
| 431 EAST FAYETTE STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $15,000 |
| DOYLESTOWN HOSPITAL | |||||||
| 595 WEST STATE STREET | DOYLESTOWN | PA | 18901 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| FOX CHASE CANCER CENTER | |||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | N/A | PUBLIC CHARITY | CANCER RESEARCH | $1,000 |
| FRANCIS HOUSE | |||||||
| 108 MICHAELS AVENUE | SYRACUSE | NY | 13208 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| FRANK H HISCOCK LEGAL AID SOCIETY | |||||||
| 351 SOUTH WARREN STREET | SYRACUSE | NY | 132022057 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| FRIENDS OF THE ROSAMOND GIFFORD ZOO | |||||||
| ONE CONSERVATION PLACE | SYRACUSE | NY | 13204 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| IMMACULATE CONCEPTION | |||||||
| 400 SALT SPRINGS STREET | FAYETTEVILLE | NY | 13066 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| LE MOYNE COLLEGE | |||||||
| 1419 SALT SPRINGS ROAD | SYRACUSE | NY | 13214 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| ONEIDA COMMUNITY MANSION HOUSE | |||||||
| 170 KENWOOD AVENUE | ONEIDA | NY | 13421 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $450 |
| ORDER OF ST THOMAS MORE (NOTRE DAME) | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| SALT CITY MARKET | |||||||
| 484 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| UNITED WAY OF CENTRAL NEW YORK INC | |||||||
| 518 JAMES STREET PO BOX 2129 | SYRACUSE | NY | 13203 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| VOLUNTEERS LAWYERS PROJECT | |||||||
| 221 SOUTH WARREN STREET SUITE 320 | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $250 |
| YOUNG LIFE | |||||||
| 113 AMBERGATE ROAD | DEWITT | NY | 13214 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,404 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $304 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $661,022 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $686,787 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $686,787 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $50,358 | EOYBookValueAmt |
| EOYFMV | $57,040 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $656,064 | EOYBookValueAmt |
| EOYFMV | $770,585 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOND, SCHOENECK & KING, PLLC - LEGAL FEES | CategoryTxt |
| Legal Fees | $2,265 | LegalFeesAmt |
| Net Investment Income | $1,132 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,133 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $393 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NET INVESTMENT INCOME EXCISE TAX - 2020 ESTIMATED PAYMENT | $9,280 | $0 | $0 |
| 2019 BALANCE DUE ON RETURN | $7,378 | $0 | $0 |
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