THE@FREDERICK B AND RAMONA E MIRABITO FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE@FREDERICK B AND RAMONA E MIRABITO FOUNDATION (EIN 16-1577124)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-06
- IRS object ID
- 202041279349100524
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T13:36:19-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161490428 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CWYNAR & COMPANY CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 S BROAD ST | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161577124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FREDERICK B AND RAMONA E MIRABI | BusinessNameLine1Txt |
| Business Name Line2 | TO FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 6073342444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 N BROAD ST | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD RUNYON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6073161650 | PhoneNum |
| Signature | 2020-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J FARROW CPA | PreparerPersonNm |
| PTIN | P00850081 | PTIN |
| Phone | 6073343838 | PhoneNum |
| Preparation | 2020-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $13,189,670 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,145,534 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $93,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,179 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $297,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,212,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $297,115 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,648 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $13,550,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $390,294 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $168 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $168 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,425 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $618 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $618 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $407,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,142,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $382,683 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $347 | CashBOYAmt |
| Cash EOY | $5,000 | CashEOYAmt |
| Cash EOYFMV | $5,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $6,430,135 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,430,135 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $14,974 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $14,974 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $14,974 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $19,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,717,432 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,737,475 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $2,086 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,086 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,169,627 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,189,670 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $6,731 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $6,731 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,031 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,162,896 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,162,896 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,031 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,169,627 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,142,865 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,162,896 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,162,896 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TRANSOCEAN LIMITED COM | D | 2019-08-08 | 2019-08-27 | $90,635 | $99,333 | -$8,698 | -$8,698 |
| IMMUNOGEN INC | D | 2019-08-08 | 2019-08-27 | $6,304 | $7,075 | -$771 | -$771 |
| QORVO INC | D | 2019-08-08 | 2019-09-03 | $87,668 | $88,894 | -$1,226 | -$1,226 |
| AMGEN INC | D | 2019-08-08 | 2019-09-24 | $392,337 | $368,470 | $23,867 | $23,867 |
| MYLAN NV | D | 2019-08-08 | 2019-08-27 | $130,684 | $131,747 | -$1,063 | -$1,063 |
| IONIS PHARMACEUTICALS | D | 2019-08-08 | 2019-08-27 | $231,351 | $239,015 | -$7,664 | -$7,664 |
| THERMO FISHER SCIENTIFIC | D | 2019-08-08 | 2019-09-03 | $1,412,521 | $1,395,113 | $17,408 | $17,408 |
| RUBICON TECHNOLOGY INC | D | 2019-08-08 | 2019-09-24 | $22,869 | $23,538 | -$669 | -$669 |
| ACHILLION PHARMACEUTICALS | D | 2019-08-08 | 2019-08-27 | $49,277 | $53,073 | -$3,796 | -$3,796 |
| M&T BANK CORP | D | 2019-08-08 | 2019-08-27 | $371,512 | $393,572 | -$22,060 | -$22,060 |
| VARIAN MED SYS INC | D | 2019-08-08 | 2019-09-03 | $104,733 | $113,725 | -$8,992 | -$8,992 |
| THERMO FISHER SCIENTIFIC | D | 2019-08-08 | 2019-09-24 | $713,824 | $697,556 | $16,268 | $16,268 |
| AMGEN INC | D | 2019-08-08 | 2019-08-27 | $617,442 | $552,705 | $64,737 | $64,737 |
| QORVO INC | D | 2019-08-08 | 2019-08-27 | $87,566 | $88,894 | -$1,328 | -$1,328 |
| AMGEN INC | D | 2019-08-08 | 2019-09-05 | $413,506 | $368,470 | $45,036 | $45,036 |
| BOEING CO | P | 2019-11-08 | 2019-12-16 | $163,988 | $181,919 | -$17,931 | -$17,931 |
| ANALOG DEVICES INC | D | 2019-08-08 | 2019-08-27 | $267,172 | $277,325 | -$10,153 | -$10,153 |
| THERMO FISHER SCIENTIFIC | D | 2019-08-08 | 2019-08-27 | $2,038,671 | $2,092,669 | -$53,998 | -$53,998 |
| BOEING | D | 2019-08-08 | 2019-09-05 | $361,494 | $334,700 | $26,794 | $26,794 |
| BOEING | D | 2019-08-08 | 2019-08-27 | $356,488 | $334,700 | $21,788 | $21,788 |
| VAREX IMAGING CORP | D | 2019-08-08 | 2019-08-27 | $129,161 | $130,288 | -$1,127 | -$1,127 |
| CISCO SYS | D | 2019-08-08 | 2019-09-05 | $48,474 | $52,975 | -$4,501 | -$4,501 |
| BRISTOL-MYERS SQUIBB | D | 2019-08-08 | 2019-08-27 | $91,488 | $80,564 | $10,924 | $10,924 |
| VARIAN MED SYS INC | D | 2019-08-08 | 2019-08-27 | $211,284 | $227,450 | -$16,166 | -$16,166 |
| GILEAD SCIENCES | D | 2019-08-08 | 2019-09-05 | $160,493 | $160,638 | -$145 | -$145 |
| CISCO SYS | D | 2019-08-08 | 2019-08-27 | $93,901 | $105,950 | -$12,049 | -$12,049 |
| WELLS FARGO CO NEW | D | 2019-08-08 | 2019-08-27 | $111,259 | $116,513 | -$5,254 | -$5,254 |
| THERMO FISHER SCIENTIFIC | D | 2019-08-08 | 2019-09-05 | $730,405 | $697,556 | $32,849 | $32,849 |
| CLOUDERA INC | D | 2019-08-08 | 2019-08-27 | $6,728 | $6,915 | -$187 | -$187 |
| WEYERHAEUSER CO | D | 2019-08-08 | 2019-08-27 | $80,708 | $79,331 | $1,377 | $1,377 |
| VARIAN MED SYS INC | D | 2019-08-08 | 2019-09-05 | $161,836 | $170,588 | -$8,752 | -$8,752 |
| CONATUS PHARMACEUTICALS | D | 2019-08-08 | 2019-08-27 | $1,481 | $1,490 | -$9 | -$9 |
| XEROX HOLDINGS CORP | D | 2019-08-08 | 2019-08-27 | $34,332 | $36,894 | -$2,562 | -$2,562 |
| WELLS FARGO CO NEW | D | 2019-08-08 | 2019-09-05 | $115,526 | $116,513 | -$987 | -$987 |
| CORNING INC | D | 2019-08-08 | 2019-08-27 | $67,692 | $72,419 | -$4,727 | -$4,727 |
| AMGEN INC | D | 2019-08-08 | 2019-09-03 | $617,474 | $552,705 | $64,769 | $64,769 |
| AMGEN INC | D | 2019-08-08 | 2019-09-18 | $388,087 | $368,470 | $19,617 | $19,617 |
| DELL TECHNOLOGIES | D | 2019-08-08 | 2019-08-27 | $82,261 | $92,702 | -$10,441 | -$10,441 |
| BRISTOL-MYERS SQUIBB | D | 2019-08-08 | 2019-09-03 | $47,989 | $46,815 | $1,174 | $1,174 |
| BOEING | D | 2019-08-08 | 2019-09-18 | $383,482 | $334,700 | $48,782 | $48,782 |
| GILEAD SCIENCES | D | 2019-08-08 | 2019-08-27 | $189,664 | $192,765 | -$3,101 | -$3,101 |
| CISCO SYS | D | 2019-08-08 | 2019-09-03 | $46,369 | $52,975 | -$6,606 | -$6,606 |
| CISCO SYS | D | 2019-08-08 | 2019-09-18 | $48,918 | $52,975 | -$4,057 | -$4,057 |
| HARTFORD FINANCIAL SERVICES | D | 2019-08-08 | 2019-08-27 | $204,251 | $204,890 | -$639 | -$639 |
| CORNING INC | D | 2019-08-08 | 2019-09-03 | $67,681 | $72,419 | -$4,738 | -$4,738 |
| GILEAD SCIENCES | D | 2019-08-08 | 2019-09-18 | $130,632 | $128,510 | $2,122 | $2,122 |
| HIMAX TECHNOLOGIES | D | 2019-08-08 | 2019-08-27 | $9,162 | $14,100 | -$4,938 | -$4,938 |
| HARTFORD FINANCIAL SERVICES | D | 2019-08-08 | 2019-09-03 | $205,165 | $204,890 | $275 | $275 |
| THERMO FISHER SCIENTIFIC | D | 2019-08-08 | 2019-09-18 | $732,133 | $697,556 | $34,577 | $34,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $297,115 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$17,931 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,294 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,328 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060671 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,242 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053782 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,775 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060136 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,204 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055139 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,706 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058352 | DistributionYr5Rt |
| Total Distribution | 0.288080 | TotalDistributionRt |
| Average Distribution | 0.057616 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,495,015 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $316,601 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,827 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $320,428 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $400,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,827 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,827 | SubtotalAmt |
| Tax Based On Investment Income | $3,827 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,823 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD RUNYON | IndividualWithBooksNm |
| Phone | 6073342444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 NORTH BROAD ST | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD RUNYON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 NORTH BROAD ST | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,400 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,712,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,865,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $174 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,578,695 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,578,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,495,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $274,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $274,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,827 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,827 | TotalTaxAmt |
| Distributable Before Adj | $270,924 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $270,924 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $270,924 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $400,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,827 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $396,173 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $270,924 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $228 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $163 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $265 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $240 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $995 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $400,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $270,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,076 | RemainingDistriFromCorpusAmt |
| Total Corpus | $130,071 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $228 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $129,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $163 | ExcessFromYear4Amt |
| Excess From Year3 | $265 | ExcessFromYear3Amt |
| Excess From Year2 | $99 | ExcessFromYear2Amt |
| Excess From Year1 | $240 | ExcessFromYear1Amt |
| Excess From Current Year | $129,076 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHENANGO MEMORIAL HOSPITAL FOUNDATI | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 NORTH BROAD STREET | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CAPITAL IMPROVEMENTS | GrantOrContributionPurposeTxt |
| Amt | $400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,179 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $297,115 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE PROCEEDS | Desc |
| Exclusion | 34 | ExclusionCd |
| Exclusion | $14,648 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $404,942 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $404,942 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF FREDERICK B MIRABITO | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 NORTH BROAD STREET | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,145,534 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $12,713,442 | FairMarketValueAmt |
| Received | 2019-08-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,425 | Amt |
| Net Investment Income | $1,425 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRISTOL MYERS SQUIBB | ||
| AMAZON | $195,222 | $203,262 |
| AT&T | $180,082 | $179,573 |
| GMAC CAPITAL TR I GTD TR PFD SECS SE | $234,680 | $232,703 |
| WALT DISNEY | $178,332 | $188,019 |
| CITIGROUP | $216,277 | $223,692 |
| DELTA AIR LINES INC | $39,770 | $40,936 |
| KAYNE ANDERSON MLP INVT CO | $18,697 | $20,895 |
| AB INCOME ADVISOR CL | $501,270 | $503,789 |
| CALVERT GREEN BOND CL I | $502,332 | $500,425 |
| DFA GLOBAL REAL ESTATE SECURITIES IN | $127,913 | $121,634 |
| EATON VANCE ATLANTA CAP SMID CAP CL | $567,320 | $554,115 |
| EATON VANCE 1 TO 10 YR LADDERED CORP | $500,971 | $503,918 |
| FIDELITY ADVISOR INTL CAP APPREC CL | $301,704 | $315,536 |
| FIDELITY ADVISOR REAL ESTATE INCOME | $122,721 | $121,586 |
| FIDELITY ADVISOR CONSUMER STAPLES CL | $185,061 | $186,776 |
| JPMORGAN CORE BOND CL I | $262,813 | $259,538 |
| JPMORGAN EQUITY INCOME CL I | $416,006 | $428,370 |
| JPMORGAN LARGE CAP GROWTH CL I | $471,997 | $457,774 |
| PERFORMANCE TRUST STRATEGIC BOND | $403,131 | $401,019 |
| WESTERN ASSET CORE PLUS BOND CL I | $508,696 | $504,563 |
| ALPS ETF TRUST RIVERFRONT DYNAMIC US | $47,609 | $49,568 |
| ALPS ETF TRUST RIVERFRONT DYNAMIC US | $44,354 | $46,172 |
| FIRST TR EXCHANGE-TRADED FD III ASIA | $9,509 | $9,558 |
| FIRST TR EXCHANGE-TRADED FD III DEV | $20,512 | $21,124 |
| FIRST TR EXCHANFE-TRADED FD III EURO | $8,377 | $8,759 |
| FIRST TRUST RIVERFRONT DYNAMIC | $15,962 | $16,985 |
| SPDR DOW JONES INDL AVERAGE ETF TR U | $84,724 | $85,530 |
| JPMORGAN INCOME BUILDER FUND CLASS I | $50,233 | $50,508 |
| METABANK SIOUX FALLS SD CD 1.65% | $100,003 | $99,980 |
| CITIBANK NA CD 2.05% | $100,047 | $100,345 |
| JPMORGAN CHASE BANK NA COLUMBUS CD 2 | $100,003 | $100,612 |
| ALPS ETF TR RIVERFRONT DYM | $33,705 | $33,671 |
| ALPS ETF TR RIVERFRONT UNC | $3,793 | $3,823 |
| ALPS ETF TRUST RIVERFRONT STRATEGIC | $11,985 | $11,973 |
| AB INCOME FUND ADVISOR | $50,003 | $50,125 |
| EATON VANCE SHT DUR STRATEGIC INC FD | $51,447 | $50,345 |
| FIDELITY ADVISOR FL RATE HIGH INC CL | $50,171 | $50,274 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $168 | LegalFeesAmt |
| Net Investment Income | $168 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EARNINGS | Desc |
| EOY Book Value | $2,086 | EOYBookValueAmt |
| EOYFMV | $2,086 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| FILING FEES | $25 | $25 |
| POSTAGE AND MAILING | $156 | $156 |
| OFFICE EXPENSES | $411 | $411 |
| MISCELLANEOUS | $26 | $26 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE PROCEEDS | Desc |
| Revenue And Expenses Per Books | $14,648 | RevenueAndExpensesPerBooksAmt |
Comments