HERBERT S AND ELEANORE L HOWARD CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HERBERT S AND ELEANORE L HOWARD CHARITABLE FOUNDATION (EIN 01-6177361)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-03
- IRS object ID
- 201721239349100412
- Schema version
- 2016v3.0
- 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
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-03T09:42:47-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270015651 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND SCHOENECK & KING PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LINCOLN CENTER | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016177361 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERBERT S AND ELEANORE L HOWARD | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERB | BusinessNameControlTxt |
| Phone | 3152188133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOND SCHOENECK KING 1 LINCOLN CNTR | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES E MACKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3152188133 | PhoneNum |
| Signature | 2017-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN A SCHWAB | PreparerPersonNm |
| PTIN | P00023608 | PTIN |
| Phone | 3152188000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.225.55.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-02 | IPDt |
| IP Tm | 14:25:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B07782929ADF4C1E1202701CA76A3A9C5D11E3D0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B07782929ADF4C1E1202701CA76A3A9C5D11E3D0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,291,527 | 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 | $65,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,421 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,604 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,309 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,334 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,175 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,587 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,588 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,049 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,525 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,524 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $855 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $428 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $427 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,083 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,162 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,601 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,539 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,601 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,039 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$109,353 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,733 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $848,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $808,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $808,614 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,334,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,326,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,378,374 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $153,199 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $103,665 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $103,944 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $303 | OtherAssetsBOYAmt |
| Other Assets EOY | $595 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $595 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,336,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,239,194 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,291,527 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,032,685 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,032,685 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$695,861 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$793,491 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,336,824 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,239,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,336,824 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,239,194 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,336,824 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$109,353 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,723 | OtherIncreasesAmt |
| Subtotal | $2,239,194 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,239,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 16.055 shs Vanguard Prec Met & Min Inv | 2016-03-16 | 2016-11-17 | $153 | $153 | $0 | $0 | |
| 58.87 shs Vanguard Prec Met & Min Inv | 2016-11-17 | $561 | $561 | $0 | $0 | ||
| 55000 shs Gen Elec Cap Crp | 2008-11-17 | 2016-10-20 | $55,000 | $55,000 | $0 | $0 | |
| 775.215 shs Vanguard Prec Met & Min Inv | 2016-11-17 | $7,381 | $7,381 | $0 | $0 | ||
| Capital Gains Dividends | $3,604 | $3,604 | $3,604 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,604 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,255 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,255 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,360 | TotalPaymentsAndCreditsAmt |
| Overpayment | $105 | OverpaymentAmt |
| Applied To ES Tax | $105 | 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 | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES E MACKIN CO BSK PLLC | IndividualWithBooksNm |
| Phone | 3152188133 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LINCOLN CENTER | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAMES E MACKIN | |||||||||
| BOND SCHOENECK KING 1 LINCOLN | CENTER | SYRACUSE | NY | 13202 | TRUSTEE | 1.00 | $5,175 | $0 | $0 |
| TRUSTEE FEES ARE PAID TO | |||||||||
| BOND SCHOENECK KING PLLC | SYRACUSE | NY | 13202 | N/A | 0.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,407,558 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $864,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,271,881 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,271,881 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,078 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,222,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,140 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,255 | TotalTaxAmt |
| Distributable Before Adj | $159,885 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,885 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,885 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,039 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $161,039 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $161,039 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,885 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $154,899 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $161,039 | QualifyingDistributionsAmt |
| Applied To Year1 | $154,899 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,140 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $153,745 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES E MACKIN BOND SCHOENECK KING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LINCOLN CENTER | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3152188133 | RecipientPhoneNum |
| Recipient Email Address | JMACKIN@BSK.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS WHOSE CHARITABLE PURPOSES ARE DEVOTED TO EDUCATION, MEDICINE, SOCIAL WELFARE, ARTS, HISTORIC PRESERVATION, RELIGION, AND THE ENVIRONMENT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACR HEALTH | |||||||
| 627 WEST GENESEE STREET | SYRACUSE | NY | 13204 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $2,500 |
| ALS ASSOCIATION OF UPSTATE NY CHAPTER | |||||||
| 890 SEVENTH NORTH STREET SUITE 108 | LIVERPOOL | NY | 13088 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $100 |
| AMERICAN RED CROSS OF ONONDAGA-OSWEGO CHAPTER | |||||||
| 344 WEST GENESEE STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| ART PARK (STONE QUARRY HILL) | |||||||
| 3883 STONE QUARRY ROAD | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $100 |
| ASSUMPTION CHURCH | |||||||
| 812 NORTH SALINA STREET | SYRACUSE | NY | 13208 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $200 |
| BOYS & GIRLS CLUB OF SYRACUSE | |||||||
| 2100 EAST FAYETTE STREET | SYRACUSE | NY | 13224 | N/A | PUBLIC CHARITY | YOUTH PROGRAMS AND SERVICES | $5,000 |
| BUCKS COUNTY SPCA | |||||||
| PO BOX 277 | LAHASKA | PA | 18931 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| CAMP GOOD DAYS & SPECIAL TIMES | |||||||
| 356 NORTH MIDLER AVENUE | SYRACUSE | NY | 132062774 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| CAZCARES INC | |||||||
| 101 NELSON STREET | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | ASSISTANCE TO FAMILIES | $5,000 |
| CAZENOVIA AREA VOLUNTEER AMBULANCE CORPS | |||||||
| 106 NELSON STREET | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| CAZENOVIA COLLEGE | |||||||
| 22 SULLIVAN STREET | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| CAZENOVIA FIRE DEPARTMENT | |||||||
| 127 ALBANY STREET | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| CAZENOVIA LAKE ASSOCIATION | |||||||
| PO BOX 55 | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| CAZENOVIA PRESERVATION FOUNDATION | |||||||
| PO BOX 627 | CAZENOVIA | NY | 130350627 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| CHADWICK RESIDENCE | |||||||
| 335 VALLEY DRIVE | SYRACUSE | NY | 13207 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| CHAPIN FOOD BANK | |||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $100 |
| CLEAR PATH FOR VETERANS | |||||||
| 1223 SALT SPRINGS ROAD | CHITTENANGO | NY | 13037 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| CNY ALZHEIMER'S ASSOCIATION | |||||||
| 441 WEST KIRKPATRICK STREET | SYRACUSE | NY | 13204 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| CNY COMMUNITY FOUNDATION | |||||||
| 431 EAST FAYETTE STREET SUITE 100 | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $74,650 |
| CNY SPCA | |||||||
| 5878 EAST MOLLOY ROAD | SYRACUSE | NY | 13211 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| CR WOOD CANCER CENTER | |||||||
| 102 PARK STREET | GLENS FALLS | NY | 12801 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $100 |
| DOYLESTOWN HOSPITAL | |||||||
| 595 WEST STATE STREET | DOYLESTOWN | PA | 18901 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| ELMCREST CHILDREN'S CENTER | |||||||
| 960 SALT SPRINGS ROAD | SYRACUSE | NY | 13224 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| EVERSON MUSEUM OF ART | |||||||
| 401 HARRISON STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| FOOD BANK OF CENTRAL NEW YORK | |||||||
| 7066 INTERSTATE ISLAND ROAD | SYRACUSE | NY | 13209 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| FOX CHASE CANCER CENTER | |||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | N/A | PUBLIC CHARITY | CANCER RESEARCH | $1,000 |
| FRANCIS HOUSE | |||||||
| 108 MICHAELS AVENUE | SYRACUSE | NY | 13208 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| FRANK H HISCOCK LEGAL AID SOCIETY | |||||||
| 351 SOUTH WARREN STREET | SYRACUSE | NY | 132022057 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| FRIENDS OF LORENZO | |||||||
| PO BOX 4 | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $100 |
| FRIENDS OF THE CENTRAL LIBRARY | |||||||
| 447 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| FRIENDS OF THE ROSAMOND GIFFORD ZOO | |||||||
| ONE CONSERVATION PLACE | SYRACUSE | NY | 13204 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| HELPING HOUNDS DOG RESCUE INC | |||||||
| 6606 KINNE ROAD | DEWITT | NY | 13214 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $100 |
| HOPE FOR BEREAVED | |||||||
| 4500 ONONDAGA BOULEVARD | SYRACUSE | NY | 13219 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $250 |
| HOSPICE CNY | |||||||
| 990 SEVENTH NORTH STREET | LIVERPOOL | NY | 13088 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| HUMANE ASSOCIATION OF CNY | |||||||
| 4915 1/2 WEST TAFT ROAD | LIVERPOOL | NY | 13088 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $200 |
| IMMACULATE CONCEPTION | |||||||
| 400 SALT SPRINGS STREET | FAYETTEVILLE | NY | 13066 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $7,500 |
| JOSEPH'S HOUSE FOR WOMEN | |||||||
| 1101 BURNET AVENUE | SYRACUSE | NY | 13203 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $2,500 |
| LE MOYNE COLLEGE | |||||||
| 1419 SALT SPRINGS ROAD | SYRACUSE | NY | 13214 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| LIONS CLUB FOUNDATION | |||||||
| PO BOX 83 | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $100 |
| MAKE-A-WISH FOUNDATION OF CENTRAL NEW YORK INC | |||||||
| 5005 CAMPUSWOOD DRIVE | EAST SYRACUSE | NY | 13057 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| MEALS ON WHEELS OF SYRACUSE | |||||||
| 300 BURT STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| MERCY HOUSE | |||||||
| 212 NORTH MCKINLEY AVENUE | ENDICOTT | NY | 13760 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $250 |
| OAKFIELD-ALABAMA DOLLARS FOR SCHOLARS | |||||||
| PO BOX 102 | OAKFIELD | NY | 14125 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| ONEIDA COMMUNITY MANSION HOUSE | |||||||
| 170 KENWOOD AVENUE | ONEIDA | NY | 13421 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $100 |
| ONONDAGA COUNTY BAR FOUNDATION | |||||||
| 431 EAST FAYETTE STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $100 |
| ONONDAGA HISTORICAL ASSOCIATION | |||||||
| 321 MONTGOMERY STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $100 |
| ORDER OF ST THOMAS MORE (NOTRE DAME) | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $11,000 |
| RESCUE MISSION | |||||||
| PO BOX 11122 | SYRACUSE | NY | 13218 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| ROMAN CATHOLIC DIOCESE OF SYRACUSE | |||||||
| 240 EAST ONONDAGA STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| SAGE UPSTATE CENTER | |||||||
| 431 EAST FAYETTE STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $200 |
| SALVATION ARMY | |||||||
| 677 S SALINA STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| ST HELENA'S CHURCH | |||||||
| 210 PRIMO AVENUE | SHERRILL | NY | 13461 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $2,500 |
| ST JOSEPH HOSPITAL HEALTH CENTER | |||||||
| 973 JAMES STREET SUITE 250 | SYRACUSE | NY | 132039907 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| THE LIVING ROOM - LIBERTY RESOURCES | |||||||
| 1045 JAMES STREET | SYRACUSE | NY | 13203 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $250 |
| UNITED COMMUNITY CHEST OF CAZENOVIA | |||||||
| PO BOX 73 | CAZENOVIA | NY | 13035 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| UNITED WAY OF CENTRAL NEW YORK INC | |||||||
| 518 JAMES STREET PO BOX 2129 | SYRACUSE | NY | 13203 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| UPSTATE CANCER CENTER | |||||||
| 750 EAST ADAMS STREET RM 326 | SYRACUSE | NY | 13210 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| UPSTATE GOLISANO CHILDREN'S HOSPITAL | |||||||
| ONE CHILDRENS CIRCLE | SYRACUSE | NY | 13210 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| VERA HOUSE | |||||||
| 6181 THOMPSON ROAD | SYRACUSE | NY | 13206 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,309 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,309 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Distribution to a donor advised fund | IdentifierTxt |
| Form And Line Reference | Form 990-PF, Part VII-A, Line 12 | FormAndLineReferenceDesc |
| Medium Explanation | The contribution was made to a donor advised fund in the name of the Foundation held at the Community Foundation of Central New York. The donor advised fund will be used exclusively for organization operated exclusively for religous, charitable, scientific, literary or educational purposes. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $103,665 | EOYBookValueAmt |
| EOYFMV | $103,944 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $428,594 | $933,557 |
| MUTUAL FUNDS | $897,726 | $1,444,817 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOND, SCHOENECK & KING, PLLC - TRUSTEE FEES | $5,175 | $2,588 | $2,587 |
| BOND, SCHOENECK & KING, PLLC - LEGAL FEES | $1,874 | $937 | $937 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $303 | BOYBookValueAmt |
| EOY Book Value | $595 | EOYBookValueAmt |
| EOYFMV | $595 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT - RECOVERY OF PRIOR YEAR CONTRIBUTION | Desc |
| Amt | $11,723 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $855 | Amt |
| Net Investment Income | $428 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $427 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $61 | $61 | $0 |
| NET INVESTMENT INCOME EXCISE TAX - 2016 ESTIMATED PAYMENT | $1,022 | $0 | $0 |
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