R C SMITH FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- R C SMITH FOUNDATION INC (EIN 20-1893940)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349102393
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T14:04:49-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161152552 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIAKER & LYONS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 E MAIN ST STE 3 | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 138151523 | 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 | 201893940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE R C SMITH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RCSM | BusinessNameControlTxt |
| Phone | 6073365850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST MAIN STREET PO BOX 552 | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD M RUNYON | PersonNm |
| Person Title | ADMINISTRATOR | PersonTitleTxt |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON E GUNTHER CPA | PreparerPersonNm |
| PTIN | P01860596 | PTIN |
| Phone | 6073368908 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,196,401 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $521,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $521,510 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $374,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,543,638 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $374,114 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,027 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $913,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $895,624 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $46,690 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,345 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,345 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,166 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,166 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,453 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $803 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $16,755 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,821 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,934 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,179 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,009,768 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,009,768 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,172,732 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,051,947 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$259,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $784,489 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $857,621 | CashBOYAmt |
| Cash EOY | $685,885 | CashEOYAmt |
| Cash EOYFMV | $685,885 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $306,621 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $957,971 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $957,971 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $813,187 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $553,583 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $553,583 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,613,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,841,340 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,841,340 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $484,571 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $424,736 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $424,736 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,341,220 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,732,886 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,732,886 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,417,178 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,196,401 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,196,401 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,417,178 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,417,178 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,196,401 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,417,178 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,196,401 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,417,178 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$259,081 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,038,304 | OtherIncreasesAmt |
| Subtotal | $18,196,401 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,196,401 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LB | P | 2016-01-01 | 2019-12-31 | $1,516,782 | $1,496,382 | $20,400 | $20,400 |
| PUBLICLY TRADED SECURITIES - NBT | P | 2016-01-01 | 2019-12-31 | $1,276,555 | $1,201,838 | $74,717 | $74,717 |
| PUBLICALLY TRADED SECURITIES - WF | P | 2016-01-01 | 2019-12-31 | $1,662,742 | $1,471,304 | $191,438 | $191,438 |
| Capital Gain Dividends | $87,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $374,114 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $892,378 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,056,978 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05232 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $955,903 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,224,859 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05550 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,053,173 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,742,201 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06291 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $940,337 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,297,861 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05436 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $939,165 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,240,323 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05149 | DistributionYr5Rt |
| Total Distribution | 0.276567 | TotalDistributionRt |
| Average Distribution | 0.055313 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,217,849 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $952,371 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,845 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $960,216 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,051,947 | 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 | $7,845 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,845 | SubtotalAmt |
| Tax Based On Investment Income | $7,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,880 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $4,016 | OverpaymentAmt |
| Applied To ES Tax | $4,016 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | rcsmithfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD M RUNYON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6073365850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST MAIN STREET PO BOX 552 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN FRANCO | ||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | Treasurer | 3.00 | $0 |
| WILLIAM ACEE | ||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | President | 3.00 | $0 |
| BETSEY BAIO | ||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | Vice President | 3.00 | $0 |
| KURT T EDWARDS | ||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | Director | 3.00 | $0 |
| MARY W DAVIS | ||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | Director | 3.00 | $0 |
| THOMAS C EMERSON | ||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | Secretary | 3.00 | $0 |
| NANCY RITZEL | ||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | Director | 3.00 | $0 |
| RICHARD M RUNYON | ||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | ADMINISTRATOR | 12.00 | $46,690 |
| WILLIAM TROXELL | ||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | Director | 3.00 | $0 |
| PEGI S LOPRESTI | ||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | Director | 3.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,467,094 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,012,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,480,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,480,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,217,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $860,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $860,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,845 | TotalTaxAmt |
| Distributable Before Adj | $853,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $18,027 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $871,074 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $871,074 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,051,947 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,051,947 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,845 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,044,102 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $871,074 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $60,354 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,896 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $226,841 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,702 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,402 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $486,195 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,051,947 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $871,074 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $180,873 | RemainingDistriFromCorpusAmt |
| Total Corpus | $667,068 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $60,354 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $606,714 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,896 | ExcessFromYear4Amt |
| Excess From Year3 | $226,841 | ExcessFromYear3Amt |
| Excess From Year2 | $60,702 | ExcessFromYear2Amt |
| Excess From Year1 | $51,402 | ExcessFromYear1Amt |
| Excess From Current Year | $180,873 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD M RUNYON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST MAIN STREET PO BOX 552 | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6073365850 | RecipientPhoneNum |
| Recipient Email Address | rcsmithfoundation@frontiernet.net | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATION OR LETTER INCLUDING FINANCIALS, EXEMPTION DETERMINATION, AND PURPOSE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | QUARTERLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE AND RELIGIOUS PURPOSES BENEFITING THE PEOPLE OF CHENANGO COUNTY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST PAULS CATHOLIC CHURCH | |||||||
| 30 PLEASANT STREET | NORWICH | NY | 13815 | NONE | PC | CHURCH NEEDS AND PROGRAMS | $180,000 |
| HOLY FAMILY CATHOLIC CHURCH | |||||||
| 17 PROSPECT ST | NORWICH | NY | 13815 | NONE | PC | STUDENT SCHOLARSHIPS, RELIGIOUS EDUCATION INSTRUCTION AND FACILITY NEEDS | $180,000 |
| CATHOLIC CHARITIES OF CHENANGO COUN | |||||||
| 3 OHARA DRIVE | NORWICH | NY | 13815 | NONE | PC | PURCHASE BUILDING | $25,000 |
| EMMANUAL EPSICOPAL CHURCH | |||||||
| 37 W MAIN STREET | NORWICH | NY | 13815 | NONE | PC | HEATING ASSISTANCE PROGRAM | $20,000 |
| EMMANUAL EPISCOPAL CHURCH | |||||||
| 37 W MAIN STREET | NORWICH | NY | 13815 | NONE | PC | MILK VOUCHERS & FOOD PANTRY | $26,000 |
| CHENANGO COUNTY BLUES FEST | |||||||
| 54 BORDEN AVE B22 | NORWICH | NY | 13815 | NONE | PC | SUPPORT CONCERT SERIES | $15,000 |
| HOSPICE PALIATIVE CARE OF CC | |||||||
| 21 HAYES ST | NORWICH | NY | 13815 | NONE | PC | MEDICAL SUPPLIES | $7,500 |
| COMMON CENTS THRIFT SHOP | |||||||
| 64 NORTH CANAL STREET | NORWICH | NY | 13815 | NONE | PC | PURCHASE BUILDING | $50,000 |
| AMERICAN LEGION POST 348 | |||||||
| PO BOX 488 | NEW BERLIN | NY | 13411 | NONE | NC | HANDICAP BATHROOM | $5,000 |
| NORWICH CITY SCHOOLS | |||||||
| 89 MIDLAND DRIVE | NORWICH | NY | 13815 | NONE | GOV | HOLIDAY CLOTHING PROGRAM | $3,000 |
| UHS CHENANGO MEMORIAL HOSPITAL INC | |||||||
| 179 NORTH BROAD STREET | NORWICH | NY | 13815 | NONE | PC | HOSPITAL EXPANSION | $200,000 |
| CHENANGO ARTS COUNCIL | |||||||
| 27 W MAIN STREET 8 | NORWICH | NY | 11381 | NONE | PC | PERFORMANCE/WORKSHOP | $5,000 |
| CHENANGO COUNTY HISTORICAL SOCIETY | |||||||
| 77 SILVER STREET | NORWICH | NY | 13815 | NONE | PC | CARPETING & PAINTING | $14,993 |
| CHENANGO SPCA | |||||||
| 6160 COUNTY RD 32 | NORWICH | NY | 13815 | NONE | PC | COMPUTER & SOFTWARE | $3,000 |
| FIRST BAPTIST CHURCH | |||||||
| 10 W PARK PLACE | NORWICH | NY | 13815 | NONE | PC | RESTORE STAINED GLASS | $5,000 |
| HOLY FAMILY SCHOOL | |||||||
| 17 PROSPECT STEET | NORWICH | NY | 13815 | NONE | PC | REPAIR HEATING | $7,856 |
| ST THERESA'S CATHOLIC CHURCH | |||||||
| 24 N MAIN STEET | NEW BERLIN | NY | 13411 | NONE | PC | HELP NEEDY | $5,850 |
| ST PAUL'S EPISCOPAL CHURCH OXFORD | |||||||
| 32 E MAIN STREET | OXFORD | NY | 13830 | NONE | PC | MEAL PROGRAM | $3,850 |
| THE IMPACT PROJECT | |||||||
| 4 CLINTON STREET | GREENE | NY | 13778 | NONE | PC | MATERIALS FOR HOME REPAIRS FOR LOW INCOME HOUSING HOMEOWNERS | $75,000 |
| VILLAGE OF NEW BERLIN | |||||||
| PO BOX 280 | NEW BERLIN | NY | 13411 | NONE | GOV | PLAYGROUND EQUIPMENT | $6,446 |
| CHENANGO FOUNDATION INC | |||||||
| 15 SOUTH BROAD STREET | NORWICH | NY | 13815 | NONE | PC | SCHOLARSHIPS | $3,200 |
| MID YORK CONCERT BAND | |||||||
| 19 SUMMIT STREET | NORWICH | NY | 13815 | NONE | PC | SUPPORT CONCERTS | $1,000 |
| NORWICH CITY YOUTH BUREAU | |||||||
| ONE CITY PLAZA | NORWICH | NY | 13815 | NONE | GOV | YOUTH PROGRAMS | $4,315 |
| RURAL HEALTH NETWORK OF SCNY | |||||||
| PO BOX 416 | WHITNEY POINT | NY | 13862 | NONE | PC | PURCHASE BUILDING | $20,000 |
| UNITED CHURCH OF CHRIST NORWICH | |||||||
| 11 WEST MAIN STREET | NORWICH | NY | 13815 | NONE | PC | SAFE SLEEEP PROGRAM | $7,971 |
| CHENANGO UNITED WAY | |||||||
| 83 NORTH BROADWAY | NORWICH | NY | 13815 | NONE | PC | INNOVATIVE READINESS TRAINING | $6,647 |
| 6 ON THE SQUARE | |||||||
| 6 LAFAYETTE PARK | OXFORD | NY | 13830 | NONE | PC | FREE CONCERTS | $6,879 |
| THE PLACE | |||||||
| PO BOX 509 22 EAST MAIN STREET | NORWICH | NY | 13815 | NONE | PC | Youth Philantropy Council | $15,000 |
| AFTON COMMUNITY THEATER | |||||||
| PO BOX 355 | AFTON | NY | 13730 | NONE | PC | RENT THEATRE EQUIPMENT | $2,250 |
| CHURCH OF IMMACULATE CONCEPTION | |||||||
| 1180 STATE HIGHWAY 206 | GREENE | NY | 13778 | NONE | PC | RETREAT CENTER | $6,000 |
| MONDAY EVENING MUSIC CLUB | |||||||
| 124 CASSIE DRIVE | NORWICH | NY | 13815 | NONE | NC | CONCERT | $750 |
| BANDERA FAMILY COMMUNITY ALLIANCE | |||||||
| 3015 HOWLETT HILL RD | CAMILLUS | NY | 13031 | NONE | PC | CHRISTMAS DINNER | $5,000 |
| COLORSCAPE | |||||||
| PO BOX 624 | NORWICH | NY | 13815 | NONE | PC | FESTIVAL | $7,000 |
| EARLVILLE OPERA HOUSE | |||||||
| 18 EAST MAIN STREET/PO BOX 111 | EARLVILLE | NY | 13332 | NONE | PC | PERFORMING ARTS SERIES | $7,000 |
| OXFORD ACADEMY AND CENTRAL SCHOOL | |||||||
| PO BOX 192 | OXFORD | NY | 13830 | NONE | GOV | READINESS BOX PROGRAM | $6,250 |
| ST BARTHOLOMEW'S CHURCH | |||||||
| 30 PLEASANT STREET | NORWICH | NY | 13815 | NONE | PC | RESTORE PEWS | $14,635 |
| CHENANGO HOUSING IMPROVEMENT PROGRA | |||||||
| 27 W MAIN STREET 1 | NORWICH | NY | 13815 | NONE | PC | CARPETING | $3,734 |
| TOWN OF COVENTRY | |||||||
| 1839 STATE HIGHWAY 235 | GREENE | NY | 13778 | NONE | GOV | FLOORING | $6,061 |
| FAMILY SUPPORT PROGRAM | |||||||
| 74 N BROAD STREET | NORWICH | NY | 13815 | NONE | PC | CHILDREN ACTIVITY | $4,500 |
| FIRST PRESBYTERIAN | |||||||
| 5279 NY HIGHWAY PO BO 173 | SMITHVILLE FLATS | NY | 13841 | NONE | PC | SIGNAGE | $2,000 |
| HOSPICE PALLIATIVE CARE | |||||||
| 21 HAYES ST | NORWICH | NY | 13815 | NONE | PC | HVAC | $15,000 |
| MORRISVILLE COLLEGE FOUNDATION | |||||||
| 20 CONKEY AVENUE | NOWICH | NY | 13815 | NONE | PC | WORK SKILLS PROGRAM | $3,000 |
| NORWICH CITY BAND | |||||||
| ONE CITY PLAZA | NORWICH | NY | 13815 | NONE | GOV | CONCERTS | $2,051 |
| SYRNA UM CHURCH | |||||||
| 3 EAST MAIN STREET PO BOX 20 | SMYRNA | NY | 13464 | NONE | PC | ROOF | $11,030 |
| WOLF MOUNTAIN | |||||||
| 562 HOPKINS CRANDALL ROAD | SMYRNA | NY | 13464 | NONE | PC | FENCING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,009,768 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $521,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $374,114 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF QUAL DISTRIB | Desc |
| Related Or Exempt Function Incm | $18,027 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $895,624 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,027 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $913,651 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & TAX PREP FEES | CategoryTxt |
| Amt | $6,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,900 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GIFTS | $207 | $207 | |
| INSURANCE | $1,200 | $1,200 | |
| MEMBERSHIPS | $1,704 | $1,704 | |
| NYS FEE | $750 | $750 | |
| POSTAGE AND OFFICE EXPENSE | $12,465 | $7,644 | $4,821 |
| WEBSITE | $429 | $429 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF QUAL DISTRIB | Desc |
| Revenue And Expenses Per Books | $18,027 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $82,166 | Amt |
| Net Investment Income | $82,166 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $9,650 | |
| FOREIGN TAXES | $803 | $803 |
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