ALLYN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALLYN FOUNDATION INC (EIN 15-6017723)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-12-20
- IRS object ID
- 202133549349100608
- 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
- Schedule B
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-20T16:22:40-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161226221 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUST CHARLES CHAMBERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5784 WIDEWATERS PARKWAY | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13214 | 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 | 156017723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLYN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLY | BusinessNameControlTxt |
| Phone | 3156855059 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 FENNELL STREET | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F ALLYN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3156855059 | PhoneNum |
| Signature | 2021-12-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | ALLYN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA M FRANCO | PreparerPersonNm |
| PTIN | P00589741 | PTIN |
| Phone | 3154463600 | PhoneNum |
| Preparation | 2021-12-17 | 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 | 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 | $118,553,056 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,904,117 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $349,971 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $349,971 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,140,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,140,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,094,340 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,023,179 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,094,340 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $854,607 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $854,607 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,343,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,439,774 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $154,637 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,196 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $131,441 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $434,448 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $65,167 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $369,281 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $210,215 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $31,532 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $178,683 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $419,274 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $322,232 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $97,042 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $205,910 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $30,887 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $175,024 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,389 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $55,773 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,710 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,069 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $760 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $41,725 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,259 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,466 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,137 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,221 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,916 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $367 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $55 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $312 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $109,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,109 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93,974 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,684,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $552,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,105,849 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,482,795 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,482,795 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,167,048 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $552,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,588,644 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,176,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,887,583 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $142,784 | CashBOYAmt |
| Cash EOY | $18,677 | CashEOYAmt |
| Cash EOYFMV | $18,677 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $18,103,152 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $5,557,143 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $18,103,152 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $18,103,152 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $22,531,129 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,913,609 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,913,609 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $52,240,540 | CorporateStockBOYAmt |
| Corporate Stock EOY | $64,251,931 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $64,251,931 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,455,859 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $485,811 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $485,811 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,089,393 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,029,586 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,029,586 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $825,407 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,117 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $705,488 | LandBOYAmt |
| Land EOY | $750,290 | LandEOYAmt |
| Land EOYFMV | $750,290 | LandEOYFMVAmt |
| Total Assets BOY | $97,722,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,553,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $118,553,056 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $5,450,000 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $17,950,000 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $5,450,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,950,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $92,272,336 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $100,603,056 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,272,336 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $100,603,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,722,336 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $118,553,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,272,336 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,176,843 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,394,469 | OtherIncreasesAmt |
| Subtotal | $100,843,648 | SubtotalAmt |
| Other Decreases | $240,592 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $100,603,056 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN - 7006 - ST COVERED | P | 2020-01-01 | 2020-12-31 | $3,414,638 | $3,329,855 | $84,783 | $84,783 |
| JP MORGAN - 7204 - ST COVERED | P | 2020-01-01 | 2020-12-31 | $1,289,672 | $1,290,118 | -$446 | -$446 |
| JP MORGAN - 7204 - ST NONCOVERED - ATTACHMENT 1 | P | 2020-01-01 | 2020-12-31 | $123,344 | $123,844 | -$500 | -$500 |
| JP MORGAN - 7006 - LT COVERED | P | 2019-01-01 | 2020-12-31 | $16,529,347 | $16,684,612 | -$155,265 | -$155,265 |
| JP MORGAN - 7204 - LT COVERED | P | 2019-01-01 | 2020-12-31 | $7,395,573 | $7,215,485 | $180,088 | $180,088 |
| JP MORGAN - 7006 - LT NONCOVERED - ATTACHMENT 3 | P | 2019-01-01 | 2020-12-31 | $1,891,527 | $789,563 | $1,101,964 | $1,101,964 |
| JP MORGAN - 7204 - LT NONCOVERED - ATTACHMENT 2 | P | 2019-01-01 | 2020-12-31 | $2,089,011 | $2,091,245 | -$2,234 | -$2,234 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2019-01-01 | 2020-12-31 | $553,860 | $553,860 | $553,860 | |
| LT CAPITAL GAIN PASSTHROUGH | P | 2019-01-01 | 2020-12-31 | $225,844 | $225,844 | $225,844 | |
| HILL-ROM HOLDINGS INC | P | 2015-09-08 | 2020-11-20 | $2,503,365 | $2,404,117 | $99,248 | $99,248 |
| ST CAPITAL GAIN PASSTHROUGH | P | 2019-01-01 | 2020-12-31 | $6,998 | $6,998 | $6,998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,094,340 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54,037 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $54,037 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $54,037 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $83,915 | 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 | $83,915 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,878 | OverpaymentAmt |
| Applied To ES Tax | $29,878 | 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 | Yes (1) | 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 | WWW.ALLYNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARGARET O'CONNELL | IndividualWithBooksNm |
| Phone | 3156855059 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 FENNELL STREET | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM F ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LEW F ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ERIC R ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | TREASURER | 1.00 | $0 | $0 | $0 |
| DAWN N ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMY ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALLISON ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSH ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHLEEN ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JULIA ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRACE ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID MONROE ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NOAH ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TANYA ALLYN DILLON | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HANNA DILLON | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LUKE ALLYN FALCONE | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SONYA ALLYN FALCONE | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TASHA ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET M O'CONNELL | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | EXECUTIVE DIRECTOR | 40.00 | $122,400 | $32,237 | $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 | $80,531,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,120,602 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,759,024 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,759,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,241,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $81,517,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,075,882 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,075,882 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,037 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54,037 | TotalTaxAmt |
| Distributable Before Adj | $4,021,845 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,021,845 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,021,845 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,588,644 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,588,644 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,588,644 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,021,845 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,261,186 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $9,516,409 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $626,582 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,404,177 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,588,644 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $566,799 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,021,845 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,970,976 | 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 | $3,904,117 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,066,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,440,277 | ExcessFromYear3Amt |
| Excess From Year1 | $626,582 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARGARET O'CONNELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 FENNELL STREET | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3156855059 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED "GENERAL GUIDELINE FOR GRANTS" | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 100 BLACK MEN OF SYRACUSE INC | |||||
| 2610 SOUTH SALINA STREET | SYRACUSE | NY | 13205 | OPERATIONAL SUPPORT | $5,000 |
| ABC CAYUGAINC | |||||
| PO BOX 1529 | AUBURN | NY | 13021 | TO SUPPORT PROGRAMS, OPERATIONS AND CAPITAL NEEDS | $85,000 |
| ABC CAYUGAINC | |||||
| PO BOX 1529 | AUBURN | NY | 13021 | TO SUPPORT PROGRAMS, OPERATIONS AND CAPITAL NEEDS | $75,000 |
| ABC CAYUGAINC | |||||
| PO BOX 1529 | AUBURN | NY | 13021 | ONE-TIME GRANT TO SUPPORT PURCHASE OF NEW HOME FOR PLAY SPACE AT 98-104 NORTH STREET IN AUBURN, NY | $250,000 |
| AMERICAN HEART ASSOCIATION THE ATRIUM BLDG | |||||
| 2 CLINTON SQUARE SUITE 305 | SYRACUSE | NY | 13202 | SYRACUSE CIRCLE OF RED | $1,000 |
| AUBURN COMMUNITY HOSPITAL | |||||
| 17 LANSING STREET | AUBURN | NY | 13021 | A TOAST TO TEN GALA | $5,000 |
| AUBURN PUBLIC THEATER | |||||
| 8 EXCHANGE STREET PO BOX 771 | AUBURN | NY | 13021 | GENERAL OPERATING EXPENSES - 1ST PMT OF 2 ($25K EACH) | $50,000 |
| BLUEPRINT 15 INC | |||||
| 819 S SALINA STREET | SYRACUSE | NY | 13202 | IN SUPPORT OF DEVELOPMENT OF MASTER TRANSFORMATION PLAN | $250,000 |
| BLUEPRINT 15 INC | |||||
| 819 S SALINA STREET SYRACUSE | SYRACUSE | NY | 13202 | OPERATIONAL SUPPORT | $150,000 |
| BOOKER T WASHINGTON COMMUNITY CENTER OF AUBURN NY | |||||
| 23 CHAPMAN AVENUE | AUBURN | NY | 13021 | EDUCARE PROGRAM SUPPORT THROUGH CHRISTMAS BREAK | $45,000 |
| BOOKER T WASHINGTON COMMUNITY CENTER OF AUBURN NY | |||||
| 23 CHAPMAN AVENUE | AUBURN | NY | 13021 | SCHOOL AGED CHILD CARE PROGRAM | $22,848 |
| BUILDING MEN PROGRAM INC | |||||
| 103 MANN DRIVE | SYRACUSE | NY | 13209 | IN SUPPORT OF THE 2020 ANNUAL BREAKFAST | $200 |
| CATHOLIC CHARITIES OF ONONDAGA COUNTY | |||||
| 1654 WEST ONONDAGA STREET | SYRACUSE | NY | 13204 | FULL-TIME GENERAL MANAGER AND JOB COACH POSITION FOR DIGNITY WORKS, LLC (CASS AND PROJECT JOSEPH SOCIAL VENTURES) TO MAXIMIZE BUSINESS DEVELOPMENT OPPORTUNITIES | $49,250 |
| CATHOLIC CHARITIES OF ONONDAGA COUNTY | |||||
| 1654 WEST ONONDAGA STREET | SYRACUSE | NY | 13204 | PROGRAM SUPPORT | $2,500 |
| CENTRAL NEW YORK COMMUNITY FOUNDATION INC | |||||
| 431 EAST FAYETTE STREET | SYRACUSE | NY | 13202 | COVID-19 COMMUNITY SUPPORT FUND (COMMITTEE MEMBER DONATION - KRISTIN TESSIER) | $1,500 |
| CHENANGO UNITED WAY INC | |||||
| 83 NORTH BROAD ST SUITE 1 | NORWICH | NY | 13815 | COMMITTEE MEMBER GRANT (JOHN WATT) | $2,000 |
| CNY ARTS JOHN MULROY CIVIC CENTER | |||||
| 421 MONTGOMERY ST 11TH FLOOR | SYRACUSE | NY | 13202 | TOWARD COVID-19 IMPACT FUND, EARMARKED FOR INDIVIDUAL ARTISTS IN ONONDAGA AND CAYUGA COUNTIES | $10,000 |
| DOWNTOWN COMMITTEE OF SYRACUSE | |||||
| 115 W FAYETTE STREET | SYRACUSE | NY | 13202 | GENERAL OPERATING SUPPORT | $1,450 |
| DUNBAR ASSOCIATION INC | |||||
| 1453 S STATE STREET | SYRACUSE | NY | 13205 | FOR CONSULTING SERVICES OF HEIDI HOLTZ (STILLWORK CONSULTING GROUP) | $9,180 |
| DUNBAR ASSOCIATION INC | |||||
| 1453 S STATE STREET | SYRACUSE | NY | 13205 | IN SUPPORT OF EXECUTIVE DIRECTOR POSITION (DUE TO COVID-19 AND INABILITY TO HOLD FUNDRAISER) | $30,000 |
| DUNBAR ASSOCIATION INC | |||||
| 1453 S STATE STREET | SYRACUSE | NY | 13205 | AS FISCAL SPONSOR FOR I VIEW EQUIPMENT AND INFRASTRUCTURE NEEDS ($14,600). (FISCAL AGENT FEE $730) | $15,330 |
| E JOHN GAVRAS CENTER | |||||
| 182 NORTH STREET | AUBURN | NY | 13021 | IN SUPPORT OF THE DOLLY PARTON IMAGINATION LIBRARY (COVID-19) | $25,000 |
| EVERSON MUSEUM OF ART | |||||
| 401 HARRISON STREET | SYRACUSE | NY | 13202 | OPERATIONAL SUPPORT (IN LIEU OF SUMMER PICNIC 2020 DUE TO COVID-19) | $1,500 |
| FRIENDS OF THE CENTRAL LIBRARY INC THE GALLERIES OF SYRACUSE | |||||
| 447 SOUTH SALINA ST 5TH FLOOR | SYRACUSE | NY | 13202 | SUPPORT FOR THE ROSAMOND GIFFORD AUTHOR SERIES | $3,500 |
| FUNDERS' NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES INC | |||||
| 6705 SW 57TH AVENUE SUITE 700 | CORAL GABLES | FL | 33143 | PROGRAM SUPPORT | $3,000 |
| GIRLS ON THE RUN OF THE FINGER LAKES INC | |||||
| 248 ROBINEAU ROAD | SYRACUSE | NY | 13207 | COMMITTEE MEMBER GRANT (EVAN DREYFUSS) | $3,000 |
| GOOD LIFE FOUNDATION INC | |||||
| 2610 S SALINA ST 4 | SYRACUSE | NY | 13205 | GENERAL OPERATING SUPPORT | $40,000 |
| GOOD LIFE FOUNDATION INC | |||||
| 2610 S SALINA ST 4 | SYRACUSE | NY | 13205 | BEA GONZALEZ SUMMER FELLOWS PROGRAM | $7,936 |
| GREATER STRATHMORE NEIGHBORHOOD ASSOCIATION | |||||
| PMB 189 4736 ONONDAGA BLVD | SYRACUSE | NY | 13219 | FISCAL SPONSOR FOR BRIDGE PAINTING ON WEST ONONDAGA STREET (BALANCE) | $895 |
| HABITAT FOR HUMANITY (CAYUGA COUNTY) | |||||
| 169 GENESEE STREET | AUBURN | NY | 13021 | TO PURCHASE A NEW 22-FOOT WORK TRAILER | $10,000 |
| HOME HEADQUARTERS INC | |||||
| 538 ERIE BLVD WEST SUITE 100 | SYRACUSE | NY | 13204 | TO ASSIST WITH ACQUISITION, TAXES AND INSURANCE FOR BARBIERI PROPERTIES ($75,000) AND DEJULIO'S PROPERTY ($75,000) | $150,000 |
| HOPE 4 US HOUSING | |||||
| 2004 TEALL AVENUE | SYRACUSE | NY | 13206 | TO COVER PORTIONS OF ACQUISITION AND CARRYING COSTS ASSOCIATED WITH PURCHASE OF 310 SOUTH AVE. & 664 BURNETT AVE. | $100,000 |
| HUNTINGTON FAMILY CENTERS INC | |||||
| 405 GIFFORD STREET | SYRACUSE | NY | 13204 | SHARED MARKETING DIERCTOR AMONG COMMUNITY CENTERS | $81,000 |
| HUNTINGTON FAMILY CENTERS INC | |||||
| 405 GIFFORD STREET | SYRACUSE | NY | 13204 | BEA GONZALEZ SUMMER FELLOWS PROGRAM | $16,475 |
| IMAGE INITIATIVE INC | |||||
| 4465 E GENESEE ST 175 | SYRACUSE | NY | 13214 | WEBSITE UPGRADE | $11,500 |
| IMAGE INITIATIVE INC | |||||
| 4465 E GENESEE ST 175 | SYRACUSE | NY | 13214 | TO COVER UNRECOVERABLE EXPENSES FROM CANCELED CONFERENCE AND SUPPORT WOMEN'S NEEDS IN PROGRAM DUE TO COVID-19 CRISIS | $2,500 |
| IMPACT SYRACUSE COMMUNITY DEVELOPMENT CORP | |||||
| 219 MARTIN LUTHER KING WEST | SYRACUSE | NY | 13205 | BEA GONZALEZ SUMMER YOUTH FELLOWS PROGRAM AT ONCE UPON A STAR (IMPACT IS FISCAL SPONSOR) | $15,178 |
| INTERFAITH WORKS OF CENTRAL NEW YORK INC | |||||
| 1010 JAMES STREET | SYRACUSE | NY | 13203 | CNY BLESSING BOX FOOD DISTRIBUTION PROGRAM (FISCAL SPONSOR) | $1,000 |
| INTERFAITH WORKS OF CENTRAL NEW YORK INC | |||||
| 1010 JAMES STREET | SYRACUSE | NY | 13203 | COLUMBUS CIRCLE ACTION GROUP (MATCHED BY CNYCF & GIFFORD FND) | $5,000 |
| INTERFAITH WORKS OF CENTRAL NEW YORK INC | |||||
| 1010 JAMES STREET | SYRACUSE | NY | 13203 | INTERFAITH LEADERSHIP AWARD DINNER | $1,500 |
| JUBILEE HOMES OF SYRACUSE INC | |||||
| 119 SOUTH AVENUE | SYRACUSE | NY | 13204 | OPERATIONAL SUPPORT | $10,000 |
| JUBILEE HOMES OF SYRACUSE INC | |||||
| 119 SOUTH AVENUE | SYRACUSE | NY | 13204 | IN SUPPORT OF DIVERSIFY-NY (FISCAL SPONSOR) | $10,000 |
| JUBILEE HOMES OF SYRACUSE INC | |||||
| 119 SOUTH AVENUE | SYRACUSE | NY | 13204 | TO COVER NON-REIMBURSABLE EXPENSES DUE TO THE COVID-19 CRISIS | $10,521 |
| JUBILEE HOMES OF SYRACUSE INC | |||||
| 119 SOUTH AVENUE | SYRACUSE | NY | 13204 | IN SUPPORT OF SHOWCASE SUNDAY SUMMER EVENTS ON THE SOUTHWEST SIDE OF SYRACUSE | $5,000 |
| KISHMISH | |||||
| 1035 7TH NORTH STREET SUITE G | LIVERPOOL | NY | 13088 | COMPUTERS FOR SYRACUSE CITY SCHOOL DISTRICT STUDENTS (COVID-19 RELIEF) | $122,926 |
| LANDMARK THEATRE | |||||
| 362 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | COVID-19 SUPPORT | $30,000 |
| LITERACYCNY | |||||
| 100 NEW STREET | SYRACUSE | NY | 13202 | FUNDRAISER & FAREWELL TOAST HONORING MARSHA TAIT | $500 |
| MATTHEW HOUSE INC | |||||
| 43 METCALF DRIVE | AUBURN | NY | 13021 | ANNUAL OPERATIONS FUND | $5,000 |
| MATTHEW HOUSE INC | |||||
| 43 METCALF DRIVE | AUBURN | NY | 13021 | IN SUPPORT OF HIRING AN INDEPENDENT FACILITATOR, PEGGY OGDEN, TO LEAD STRATEGIC PLANNING PROCESS | $5,000 |
| MERCY WORKS INC | |||||
| 1221 S SALINA STREET | SYRACUSE | NY | 13202 | TO SUPPORT MOBILE POP-UP PANTRIES (COVID-19) | $28,000 |
| MERCY WORKS INC | |||||
| 1221 S SALINA STREET | SYRACUSE | NY | 13202 | TO SUPPORT MOBILE POP-UP PANTRIES (COVID-19) | $16,000 |
| MERRY-GO-ROUND PLAYHOUSE INC | |||||
| 17 WILLIAM STREET 2ND FLOOR | AUBURN | NY | 13021 | COVID-19 SUPPORT | $50,000 |
| MOST | |||||
| 500 SOUTH FRANKLIN STREET | SYRACUSE | NY | 13202 | COVID-19 SUPPORT | $40,000 |
| NEAR WEST SIDE INITIATIVE INC | |||||
| 115 OTISCO STREET | SYRACUSE | NY | 13204 | IN SUPPORT OF 2021 NO EXCUSES COMMUNITY ENGAGEMENT (URBANTSYR) | $500 |
| NICK'S RIDE 4 FRIENDS | |||||
| 12 SOUTH STREET | AUBURN | NY | 13021 | RENOVATION AND REHABILITATION FOR NEW SPACE AT 13 CHAPEL ST. IN AUBURN (1ST PMT OF $225,000 PLEDGE OVER 2 YRS) | $225,000 |
| NORTH SIDE LEARNING CENTER OF SYRACUSE INC | |||||
| 501 PARK STREET | SYRACUSE | NY | 13203 | IN SUPPORT OF VIRTUAL FUNDRAISING EVENT | $2,000 |
| NORTH SIDE LEARNING CENTER OF SYRACUSE INC | |||||
| 501 PARK STREET | SYRACUSE | NY | 13203 | TO PARTIALLY FUND AN ASSOCIATE DIRECTOR POSITION (WITH REVIEW FOR SAME FUNDING IN 2021) | $26,750 |
| NY FUNDERS ALLIANCE CNY PHILANTHROPY CENTER | |||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | MEMBERSHIP RENEWAL | $3,500 |
| ON POINT FOR COLLEGE INC | |||||
| 488 W ONONDAGA STREET | SYRACUSE | NY | 13202 | COMMITTEE MEMBER GRANT (JOHN WATT) | $1,000 |
| ON POINT FOR COLLEGE INC | |||||
| 488 W ONONDAGA STREET | SYRACUSE | NY | 13202 | TO CONTINUE TO SUPPORT COLLEGE ENROLLMENT, SUCCESS, AND COMPLETION BY LOW-INCOME, FIRST-GENERATION STUDENTS FROM SYRACUSE, NY | $30,000 |
| ON POINT FOR COLLEGE INC | |||||
| 488 W ONONDAGA STREET | SYRACUSE | NY | 13202 | CELEBRATION DINNER | $2,500 |
| ONONDAGA EARTH CORPS INC SUNY-EOC | |||||
| 100 NEW ST RM 239 | SYRACUSE | NY | 13202 | BEA GONZALEZ SUMMER YOUTH FELLOWS PROGRAM | $2,061 |
| OPHELIA'S PLACE | |||||
| PO BOX 621 | LIVERPOOL | NY | 13088 | GENERAL OPERATING EXPENSES (COVID-19 AID) | $10,000 |
| PEOPLE'S AME ZION CHURCH | |||||
| 2306 S SALINA STREET | SYRACUSE | NY | 13205 | BEA GONZALEZ SUMMER FELLOWS PROGRAM | $4,480 |
| PGR FOUNDATION INC | |||||
| 121 TILDEN DRIVE | EAST SYRACUSE | NY | 13057 | EMPOWERING YOUNG WOMEN LUNCHEON | $2,500 |
| PUBLIC GOOD PROJECTS | |||||
| 2404 BROADWAY 2ND FLOOR | SAN DIEGO | CA | 92102 | YEAR 2 PMT FOR PREVENTION OF UNINTENDED PREGNANCIES CAMPAIGN COLLABORATIVE (FINAL PAYMENT) | $35,000 |
| PUBLIC GOOD PROJECTS | |||||
| 2404 BROADWAY 2ND FLOOR | SAN DIEGO | CA | 92102 | YEAR 2 PMT FOR PREVENTION OF UNINTENDED PREGNANCIES CAMPAIGN COLLABORATIVE | $35,000 |
| PUBLIC GOOD PROJECTS | |||||
| 2404 BROADWAY 2ND FLOOR | SAN DIEGO | CA | 92102 | YEAR 2 PMT FOR PREVENTION OF UNINTENDED PREGNANCIES CAMPAIGN COLLABORATIVE | $35,000 |
| PUBLIC GOOD PROJECTS | |||||
| 2404 BROADWAY 2ND FLOOR | SAN DIEGO | CA | 92102 | YEAR 2 PAYMENT FOR UNINTENDED PREGNANCY PREVENTION CAMPAIGN | $35,000 |
| REACH CNY INC | |||||
| 1010 JAMES STREET | SYRACUSE | NY | 13203 | PROGRAM SUPPORT | $1,000 |
| REDHOUSE ARTS CENTER INC | |||||
| 201 SOUTH WEST STREET | SYRACUSE | NY | 13202 | COVID-19 SUPPORT | $50,000 |
| REFUGEE & IMMIGRANT SELF- EMPOWERMENT INC | |||||
| 302 BURT STREET | SYRACUSE | NY | 13202 | A NIGHT OF NATIONS EVENT | $2,500 |
| RESCUE MISSION ALLIANCE OF SYRACUSE NY | |||||
| 155 GIFFORD STREET | SYRACUSE | NY | 13202 | ANNUAL OPERATIONS FUND | $5,000 |
| SALT CITY HARVEST FARM | |||||
| 449 FYLER ROAD | KIRKVILLE | NY | 13082 | TO SUPPORT GENERAL MANAGER AND FARM MANAGER POSITIONS | $12,000 |
| SALVATION ARMY OF THE SYRACUSE AREA | |||||
| 677 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | RENOVATIONS AT THE TRANSITIONAL APARTMENTS AND PARENTING CENTER | $15,000 |
| SCHWEINFURTH MEMORIAL ART CENTER | |||||
| 205 GENESEE STREET | AUBURN | NY | 13021 | COVID-19 SUPPORT | $30,000 |
| SKANEATELES CENTRAL SCHOOL WG ALLYN HOCKEY AWARD | |||||
| 49 EAST ELIZABETH STREET | SKANEATELES | NY | 13152 | W.G. ALLYN HOCKEY AWARD FOR BOYS AND GIRLS VARSITY HOCKEY | $2,000 |
| SKANEATELES EARLY CHILDHOOD CENTER INC | |||||
| 1574 CHERRY VALLEY TURNPIKE | SKANEATELES | NY | 13152 | IN SUPPORT OF ANNUAL APPEAL (CHALLENGE GRANT) | $3,000 |
| SKANEATELES LAKE ASSOCIATION INC | |||||
| PO BOX 862 | SKANEATELES | NY | 13152 | COMMITTEE MEMBER GRANT (KEEFE GORMAN) - MILFOIL ERADICATION | $3,000 |
| STRATEGIC RESOURCES MANAGEMENT CORP | |||||
| 201 W GENESEE ST 180 | FAYETTEVILLE | NY | 130661313 | FINANCIAL EMPOWERMENT SUMMIT | $1,500 |
| STREET ADDICTION INSTITUTE INC | |||||
| PO BOX 15434 | SYRACUSE | NY | 13215 | IN SUPPORT OF THE BEA GONZALEZ SUMMER FELLOWS PROGRAM | $25,208 |
| SYMPHORIA | |||||
| 250 HARRISON STREET | SYRACUSE | NY | 13202 | COVID-19 SUPPORT | $25,000 |
| SYRACUSE CENTER FOR PEACE AND SOCIAL JUSTICE INC | |||||
| 2013 E GENESEE ST | SYRACUSE | NY | 13210 | CNY SOLIDARITY COALITION WORKSHOP IN SYRACUSE ON WHITE PRIVILEGE. | $500 |
| SYRACUSE CITY SCHOOL DISTRICT EDUCATIONAL FOUNDATION | |||||
| 9827 CAROUSEL CENTER DR | SYRACUSE | NY | 13290 | RECOGNITION BREAKFAST | $1,000 |
| SYRACUSE COOPERATIVE FEDERAL CREDIT UNION | |||||
| 800 NORTH SALINA STREET | SYRACUSE | NY | 13208 | IN SUPPORT OF THE 2020-2021 AMERICORPS VISTA PROJECT | $5,000 |
| SYRACUSE MODEL NEIGHBORHOOD CORP | |||||
| 1721 S SALINA STREET | SYRACUSE | NY | 13205 | EMERGENCY RENT RELIEF FUND (COVID) | $25,000 |
| SYRACUSE STAGE | |||||
| 820 EAST GENESEE STREET | SYRACUSE | NY | 13210 | ANNUAL GALA (HONORING BEA GONZALEZ) | $3,500 |
| SYRACUSE UNIVERSITY | |||||
| 820 COMSTOCK AVENUE | SYRACUSE | NY | 132445040 | IN SUPPORT OF THE ONLINE TEACHER LEARNING INITIATIVE AT UNIVERSITY COLLEGE FOR SYRACUSE CITY SCHOOL DISTRICT TEACHERS (WITH BLACKBOARD) | $5,000 |
| SYRACUSE URBAN PARTNERSHIP INC | |||||
| 11 FENNELL STREET SUITE 1 | SKANEATELES | NY | 13152 | FURNITURE EXPENSES FOR FIRST FLOOR MARKET. TO BE EXPENDED IN 2020 | $150,000 |
| SYRACUSE URBAN PARTNERSHIP INC | |||||
| 11 FENNELL STREET SUITE 1 | SKANEATELES | NY | 13152 | OPERATING EXPENSES (2ND AND FINAL PMT OF $400,000 PLEDGE) | $200,000 |
| SYRACUSE URBAN PARTNERSHIP INC | |||||
| 11 FENNELL STREET SUITE 1 | SKANEATELES | NY | 13152 | SUPPORT FOR JUBILEE HOMES FUNDRAISER (MEALS PREPARED BY 3 SALT CITY MARKET ENTREPRENEURS) | $4,000 |
| SYRACUSE URBAN PARTNERSHIP INC | |||||
| 11 FENNELL STREET SUITE 1 | SKANEATELES | NY | 13152 | COSTS ASSOCIATED WITH DESSERT BOXES FOR SYRACUSE CITY SCHOOL DISTRICT SENIORS (PREPARED BY 4 SALT CITY MARKET ENTREPRENEURS) | $15,680 |
| SYRACUSE URBAN PARTNERSHIP INC | |||||
| 11 FENNELL STREET SUITE 1 | SKANEATELES | NY | 13152 | COVID 19 RELIEF FUND (COMMITTEE MEMBER GRANT - KRISTIN TESSIER) | $1,500 |
| SYRACUSE URBAN PARTNERSHIP INC | |||||
| 11 FENNELL STREET SUITE 1 | SKANEATELES | NY | 13152 | OPERATING EXPENSES (1ST PMT OF $400,000 PLEDGE) | $200,000 |
| UNITED WAY OF CENTRAL NEW YORK INC | |||||
| PO BOX 2129 | SYRACUSE | NY | 13220 | IN SUPPORT OF THE EARLY CHILDHOOD ALLIANCE | $50,000 |
| UNITED WAY OF CENTRAL NEW YORK INC | |||||
| PO BOX 2129 | SYRACUSE | NY | 13220 | TO HIRE A COORDINATOR FOR YOUTH COMMUNITY PLANNING AND DEVELOPMENT | $60,352 |
| UNITED WAY OF CENTRAL NEW YORK INC | |||||
| PO BOX 2129 | SYRACUSE | NY | 13220 | IN SUPPORT OF THE WORK TRAIN COLLABORATIVE FOR 2020 | $75,000 |
| UNITED WAY OF CENTRAL NEW YORK INC | |||||
| PO BOX 2129 | SYRACUSE | NY | 13220 | IN SUPPORT OF THE EARLY CHILDHOOD ALLIANCE | $50,000 |
| VERA HOUSE INC | |||||
| 723 JAMES STREET | SYRACUSE | NY | 13203 | OPERATING SUPPORT | $5,000 |
| VICTORY TEMPLE FELLOWSHIP CHURCH | |||||
| 817 E WILLOW ST | SYRACUSE | NY | 13203 | ONE-TIME GRANT FOR FOOD AND SUPPLIES OUTREACH DUE TO COVID | $5,000 |
| VOLUNTEER LAWYERS PROJECT OF ONONDAGA COUNTY | |||||
| 221 S WARREN ST SUITE 320 | SYRACUSE | NY | 13202 | IN SUPPORT OF THE CASINO NIGHT FUNDRAISER | $1,000 |
| WCNY-TV & CLASSIC FM | |||||
| 415 W FAYETTE STREET | SYRACUSE | NY | 13204 | TO PARTNER WITH SCSD TO PROVIDE EDUCATIONAL PROGRAMING FOR STUDENTS DURING COVID-19 CRISIS. | $15,000 |
| WESTCOTT COMMUNITY CENTER INC | |||||
| 826 EUCLID AVENUE | SYRACUSE | NY | 13210 | DIRECTOR OF OPERATIONS POSITION | $84,200 |
| WHOLE ME INC | |||||
| 1015 STATE FAIR BLVD | SYRACUSE | NY | 13209 | TO CONTINUE WORK WITH SCOTT EMERY AND M.S. HALL ASSOC. TO DEVELOP A BUSINESS MODEL & VALUE-BASED PAYMENT STRATEGY | $5,000 |
| WHOLE ME INC | |||||
| 1015 STATE FAIR BLVD | SYRACUSE | NY | 13209 | IN SUPPORT OF HIRING MIKE MELARA, OF MFM LEADS, LLC, TO ASSIST IN SUCCESSION PLANNING AND NEXT STEPS FORWARD FOR WHOLE ME | $3,375 |
| WHOLE ME INC | |||||
| 1015 STATE FAIR BLVD | SYRACUSE | NY | 13209 | TO WORK WITH SCOTT EMERY AND M.S. HALL ASSOC. TO DEVELOP A BUSINESS MODEL & VALUE-BASED PAYMENT STRATEGY | $10,000 |
| YMCA OF GREATER SYRACUSE | |||||
| 340 MONTGOMERY STREET | SYRACUSE | NY | 13202 | IN SUPPORT OF THE POWER SCHOLARS ACADEMY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,482,795 | 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 | $349,971 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,140,856 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $854,607 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,094,340 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,439,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,439,774 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (8 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME EARNED IS USED TO DISTRIBUTE GRANTS AND CONTRIBUTIONS |
| 3 | THROUGHOUT THE YEAR AND TO PAY ADMINISTRATIVE EXPENSES. |
| 4 | DIVIDEND INCOME EARNED IS USED TO DISTRIBUTE GRANTS AND CONTRIBUTIONS |
| 4 | THROUGHOUT THE YEAR AND TO PAY ADMINISTRATIVE EXPENSES. |
| 7 | OTHER INVESTMENT INCOME EARNED IS USED TO DISTRIBUTE GRANTS AND |
| 7 | CONTRIBUTIONS THROUGHOUT THE YEAR AND TO PAY ADMINISTRATIVE EXPENSES. |
| 8 | GAINS (LOSSES) FROM SALES OF ASSETS IS USED TO DISTRIBUTE GRANTS AND |
| 8 | CONTRIBUTIONS THROUGHOUT THE YEAR AND TO PAY ADMINISTRATIVE EXPENSES. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| WILLIAM PENNY ALLYN | |||||||
| 1 | 11 FENNELL STREET | SKANEATELES | NY | 13152 | $1,500,000 | Yes (X) | |
| LEW DAWN ALLYN | |||||||
| 2 | 11 FENNELL STREET | SKANEATELES | NY | 13152 | $860,563 | Yes (X) | |
| ERIC ALLYN MARGARET O'CONNELL | |||||||
| 3 | 11 FENNELL STREET | SKANEATELES | NY | 13152 | $500,297 | Yes (X) | |
| DAVID AMY ALLYN | |||||||
| 4 | 11 FENNELL STREET | SKANEATELES | NY | 13152 | $482,853 | Yes (X) | |
| MARK ALLISON ALLYN | |||||||
| 5 | 11 FENNELL STREET | SKANEATELES | NY | 13152 | $560,404 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | HILL-ROM HOLDINGS INC ASSET TRANSFERHILL-ROM HOLDINGS INC ASSET TRANSFER | $860,563 | 2020-10-27 |
| 3 | HILL-ROM HOLDINGS INC ASSET TRANSFER | $500,297 | 2020-10-27 |
| 4 | HILL-ROM HOLDINGS INC ASSET TRANSFER | $482,853 | 2020-10-30 |
| 5 | HILL-ROM HOLDINGS INC ASSET TRANSFER | $560,404 | 2020-10-27 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SEE ATTACHED ELECTION STATEMENT | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $485,811 | EOYBookValueAmt |
| EOYFMV | $485,811 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN | StockNm |
| EOY Book Value | $64,251,931 | EOYBookValueAmt |
| EOYFMV | $64,251,931 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $23,913,609 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $23,913,609 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | FMV | $8,088,926 | $8,088,926 |
| CASH EQUIVALENTS | FMV | $1,687,685 | $1,687,685 |
| INVESTMENT IN PARTNERSHIPS | FMV | $1,252,975 | $1,252,975 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH | Desc |
| Amt | $240,592 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $14,529 | $2,179 | $12,350 |
| INSURANCE | $4,766 | $715 | $4,051 |
| TELEPHONE | $4,828 | $724 | $4,104 |
| SPONSORSHIP | $135 | $20 | $115 |
| OTHER | $77,844 | $10,424 | $67,421 |
| PAYROLL FEES | $961 | $144 | $817 |
| ONE-TIME CAPITAL EXPENSE | $6,019 | $903 | $5,116 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $854,607 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $854,607 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $854,607 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN (LOSS) | Desc |
| Amt | $5,394,469 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL SERVICES | $108,824 | $16,324 | $92,500 |
| PROFESSIONAL DEVELOPMENT | $5,343 | $801 | $4,542 |
| INVESTMENT FEES | $180,110 | $180,110 | $0 |
| MANAGEMENT FEES EXPENSE | $37,903 | $37,903 | $0 |
| PROFESSIONAL FEES - PASSTHROUGHS | $11,714 | $11,714 | $0 |
| MANAGEMENT FEES - PASSTHROUGHS | $66,256 | $66,256 | $0 |
| OTHER EXPENSE - PASSTHROUGHS | $9,124 | $9,124 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $21,906 | $0 | $0 |
| NEW YORK STATE TAX | $1,500 | $1,500 | $0 |
| FOREIGN TAXES | $41,960 | $41,960 | $0 |
| FOREIGN INVESTMENT TAXES | $12,313 | $12,313 | $0 |
| REAL ESTATE TAX | $17,710 | $0 | $17,710 |
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