R C SMITH FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- R C SMITH FOUNDATION INC (EIN 20-1893940)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-20
- IRS object ID
- 201802019349100510
- Schema version
- 2017v2.2
- 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 | 2018-07-20T08:35:24-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | PO Box 190 5862 County Rd 32 | AddressLine1Txt |
| City | Norwich | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | Executive Director | PersonTitleTxt |
| Signature | 2018-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROY E FULLER CPA | PreparerPersonNm |
| PTIN | P00005268 | PTIN |
| Phone | 6073368908 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $18,403,444 | 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 | $514,388 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $514,388 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $401,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,172,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $401,005 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $965,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $915,393 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,440 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,720 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,720 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $89,453 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $89,453 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,144 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,144 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,871 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,871 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $149,408 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,091 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $927,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $927,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,077,241 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $963,924 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$111,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $802,076 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $351,882 | CashBOYAmt |
| Cash EOY | $589,420 | CashEOYAmt |
| Cash EOYFMV | $589,420 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $260,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $630,759 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $630,759 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,159,717 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $962,040 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $962,040 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,106,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,629,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,629,903 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $584,010 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $500,156 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $500,156 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,758,421 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,091,166 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,091,166 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,221,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,403,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,403,444 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $17,221,383 | UnrestrictedBOYAmt |
| Unrestricted EOY | $18,403,444 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,221,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,403,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,221,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,403,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,221,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$111,848 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,293,909 | OtherIncreasesAmt |
| Subtotal | $18,403,444 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,403,444 | 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 - NBT | P | 2000-01-01 | 2017-12-31 | $1,325,624 | $1,337,603 | -$11,979 | -$11,979 |
| PUBLICLY TRADED SECURITIES - LB | P | 2000-01-01 | 2017-12-31 | $2,577,864 | $2,413,743 | $164,121 | $164,121 |
| PUBLICALLY TRADED SECURITIES - WF | P | 2000-01-01 | 2017-12-31 | $1,168,177 | $1,019,730 | $148,447 | $148,447 |
| Capital Gain Dividends | $100,416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $401,005 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,053,173 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,742,201 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06291 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $940,337 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,297,861 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05436 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $939,165 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,240,323 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05149 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $849,982 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,600,869 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04829 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $892,588 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,795,286 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05315 | DistributionYr5Rt |
| Total Distribution | 0.270191 | TotalDistributionRt |
| Average Distribution | 0.054038 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,224,859 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $930,797 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,021 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $938,818 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $963,924 | 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 | $8,021 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,021 | SubtotalAmt |
| Tax Based On Investment Income | $8,021 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,125 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,125 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $14,104 | OverpaymentAmt |
| Applied To ES Tax | $14,104 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | Director | 3.00 | $0 |
| WILLIAM ACEE | ||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | Treasurer | 3.00 | $0 |
| BETSY BAIO | ||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | Vice President | 3.00 | $0 |
| GARY BROOKINS | ||||||
| 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 | $45,440 |
| WILLIAM TROXELL | ||||||
| 35 WEST MAIN STREET PO BOX 552 | NORWICH | NY | 13815 | President | 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 | $16,794,059 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $693,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,487,167 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,487,167 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,224,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $861,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $861,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,021 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,021 | TotalTaxAmt |
| Distributable Before Adj | $853,222 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $50,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $903,222 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $903,222 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $963,924 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $963,924 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,021 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $955,903 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $903,222 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $68,253 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $60,354 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $86,896 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $226,841 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $442,344 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $963,924 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $903,222 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,702 | RemainingDistriFromCorpusAmt |
| Total Corpus | $503,046 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $68,253 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $434,793 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $60,354 | ExcessFromYear3Amt |
| Excess From Year2 | $86,896 | ExcessFromYear2Amt |
| Excess From Year1 | $226,841 | ExcessFromYear1Amt |
| Excess From Current Year | $60,702 | 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 |
| 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 (39 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 |
| EMMANUAL EPSICOPAL CHURCH | |||||||
| 37 W MAIN STREET | NORWICH | NY | 13815 | NONE | PC | FOOD PANTRY, MILK VOUCHERS | $46,000 |
| EMMANUAL EPISCOPAL CHURCH | |||||||
| 37 W MAIN STREET | NORWICH | NY | 13815 | NONE | PC | HEATING ASSISTANCE PROGRAM | $15,000 |
| CHENANGO ARTS FESTIVAL COLORSCAPE | |||||||
| PO BOX 624 | NORWICH | NY | 13815 | NONE | PC | SUPPORT ARTS FESTIVAL | $7,000 |
| NORWICH BUSINESS IMPROVEMENT DISTRI | |||||||
| 1 CITY PLAZA | NORWICH | NY | 13815 | NONE | PC | PUMPKIN FESTIVAL AND FREE MOVIES IN THE PARK | $6,000 |
| CHENANGO COUNTY BLUES FEST | |||||||
| 54 BORDEN AVE B22 | NORWICH | NY | 13815 | NONE | PC | SUPPORT CONCERT SERIES | $12,500 |
| CITY OF NORWICH | |||||||
| ONE CITY PLAZA | NORWICH | NY | 13815 | NONE | GOV | NORWICH CITY BAND | $1,725 |
| COMMON CENTS THRIFT SHOP | |||||||
| 64 NORTH CANAL STREET | NORWICH | NY | 13815 | NONE | PC | FOOD PANTRY | $10,000 |
| NORTHEAST CLASSIC CAR MUSEUM INC | |||||||
| 24 REXFORD STREET | NORWICH | NY | 13815 | NONE | PC | GREAT RACE EVENT | $5,500 |
| CHRISTIAN NEIGHBORHOOD CENTER OF NO | |||||||
| PO BOX 509 | NORWICH | NY | 13815 | NONE | PC | YOUTH PHILANTHROPY GROUP | $2,500 |
| 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 | UPGRADE DENTAL EQUIPMENT | $50,000 |
| CHENANGO COUNTY AGRICULTURAL SOCIET | |||||||
| 168 EAST MAIN STREET | NORWICH | NY | 13815 | NONE | PC | REMODELING OF GRANDSTAND | $25,000 |
| CHENANGO SPCA | |||||||
| 6160 COUNTY RD 32 | NORWICH | NY | 13815 | NONE | PC | EQUIPMENT | $9,162 |
| ST BARTHOLOMEW'S CHURCH | |||||||
| 30 PLEASANT STREET | NORWICH | NY | 13815 | NONE | PC | ROOF REPAIR | $75,000 |
| ST THERESA'S CATHOLIC CHURCH | |||||||
| 24 N MAIN STEET | NEW BERLIN | NY | 13411 | NONE | PC | HELP NEEDY | $3,000 |
| ST PAUL'S EPISCOPAL CHURCH OXFORD | |||||||
| 32 E MAIN STREET | OXFORD | NY | 13830 | NONE | PC | MEAL PROGRAM | $2,000 |
| THE IMPACT PROJECT | |||||||
| 4 CLINTON STREET | GREENE | NY | 13778 | NONE | PC | HOME REPAIRS FOR LOW INCOME HOUSING HOMEOWNERS | $45,000 |
| UNITED PRESBYTERIAN CHURCH OF E GUI | |||||||
| PO BOX 147 | SIDNEY | NY | 13838 | NONE | PC | KITCHEN RENOVATIONS | $10,000 |
| YMCA OF NORWICH | |||||||
| 68 N BROAD STREET | NORWICH | NY | 13815 | NONE | PC | YOUTH TRAINING | $8,250 |
| CHENANGO FOUNDATION INC | |||||||
| 15 SOUTH BROAD STREET | NORWICH | NY | 13815 | NONE | PC | SCHOLARSHIPS | $3,200 |
| NORWICH CITY YOUTH BUREAU | |||||||
| ONE CITY PLAZA | NORWICH | NY | 13815 | NONE | GOV | YOUTH PROGRAMS | $3,981 |
| OXFORD ACADEMY CENTRAL SCHOOLS | |||||||
| PO BOX 192 | OXFORD | NY | 13830 | NONE | GOV | YOUTH EMPLOYMENT PROGRAM | $108,449 |
| 6 ON THE SQUARE | |||||||
| 6 LAFAYETTE PARK | OXFORD | NY | 13830 | NONE | PC | FREE CONCERTS | $2,312 |
| CATHOLIC CHARITIES OF CHENANGO COUN | |||||||
| 3 OHARA DRIVE | NORWICH | NY | 13815 | NONE | PC | SUPPORT HEALTH DAY | $500 |
| ST MALACHY'S CHURCH | |||||||
| PO BOX 722 | SHERBURNE | NY | 13460 | NONE | PC | PRINTER, COPIER, AND FAX MACHINE | $2,500 |
| AFTON COMMUNITY THEATER | |||||||
| PO BOX 355 | AFTON | NY | 13730 | NONE | PC | PERFORMING ARTS | $1,500 |
| AFTON PRESBYTERIAN CHURCH | |||||||
| PO BOX 377 | AFTON | NY | 13730 | NONE | PC | NEW ROOF | $28,000 |
| AMERICAN LEGION POST 189 | |||||||
| 29 SHELDON STREET | NORWICH | NY | 13815 | NONE | NC | IMPROVEMENTS | $5,000 |
| CHENANGO COUNTY CHILD ADVOCACY CENT | |||||||
| 8 SILVER STREET | NORWICH | NY | 13815 | NONE | PC | RECORDING SYSTEM | $6,000 |
| CHENANGO COUNTY HABITAT FOR HUMANIT | |||||||
| 272 STATE HIGHWAY 320 | NORWICH | NY | 13815 | NONE | PC | EQUIPMENT | $1,995 |
| CHENANGO RIVER THEATER | |||||||
| PO BOX 584 | GREENE | NY | 13778 | NONE | PC | PERFORMING ARTS | $5,000 |
| CHURCH OF IMMACULATE CONCEPTION | |||||||
| 1180 STATE HIGHWAY 206 | GREENE | NY | 13778 | NONE | PC | IMPROVEMENTS | $4,423 |
| CHRIST EVANGELICAL LUTHERAN CHURCH | |||||||
| 94 N BROAD STREET | NORWICH | NY | 13815 | NONE | PC | ROOF REPAIRS | $28,836 |
| MONDAY EVENING MUSIC CLUB | |||||||
| 124 CASSIE DRIVE | NORWICH | NY | 13815 | NONE | NC | CONCERT | $800 |
| OXFORD MEMORIAL LIBRARY | |||||||
| 8 FORT HILL PO BOX 552 | OXFORD | NY | 13830 | NONE | PC | BOOKS FROM BIRTH PROGRAM | $21,200 |
| OXFORD METHODIST CHURCH | |||||||
| PO BOX 506 | OXFORD | NY | 13830 | NONE | PC | WEEKEND MEALS PROGRAM | $3,000 |
| SHERBURNE COOPERATIVE NURSERY SCHOO | |||||||
| PO BOX 72 | SHERBURNE | NY | 13460 | NONE | GOV | REPAIRS AND SUPPLIES | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $927,833 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $514,388 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $401,005 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF QUAL DISTRB | Desc |
| Related Or Exempt Function Incm | $50,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $915,393 | ExclusionAmt |
| Related Or Exempt Function Incm | $50,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $965,393 | 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 | $6,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| 00 | $750 | $750 |
| INSURANCE | $1,200 | $1,200 |
| MEMBERSHIPS | $935 | $935 |
| POSTAGE AND OFFICE EXPENSE | $3,986 | $3,986 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF QUAL DISTRB | Desc |
| Revenue And Expenses Per Books | $50,000 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $89,453 | Amt |
| Net Investment Income | $89,453 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,144 | Amt |
| Net Investment Income | $1,144 | NetInvestmentIncomeAmt |
Comments