HEALTH FORWARD FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH FORWARD FOUNDATION INC (EIN 15-6018016)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201721299349100112
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T06:17:24-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITZGERALD DEPIETRO & WOJNAS CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 GENESEE STREET | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13501 | 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 | 156018016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLOCUM-DICKSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SLOC | BusinessNameControlTxt |
| Phone | 3157242145 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1729 BURRSTONE ROAD | AddressLine1Txt |
| City | NEW HARTFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13413 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD COMPSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David Wojnas | PreparerPersonNm |
| PTIN | P00954033 | PTIN |
| Phone | 3157242145 | PhoneNum |
| 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 | $1,168,327 | 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 | $20,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,506 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,506 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,949 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,580 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $52,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,086 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,506 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,755 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,755 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,755 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $8,407 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,407 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,407 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,140 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,255 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,255 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $5,255 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $16,417 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,291 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,291 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $16,417 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,291 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,762 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,669 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,089 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl | $1,256 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,756 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,256 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,256 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,001,899 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,006,637 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,167,071 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $25,000 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $1,032,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,007,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,168,327 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,031,155 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,006,393 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,031,155 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,006,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,032,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,007,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,031,155 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,762 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,006,393 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,006,393 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 364.199 T. Rowe Price | P | 2013-10-24 | 2016-07-15 | $15,000 | $16,017 | -$1,017 | -$1,017 |
| 58. DODGE & COX STOCK FUND | P | 2008-08-11 | 2016-10-31 | $9,964 | $6,687 | $3,277 | $3,277 |
| 25000 GE Elec Cap | P | 2009-08-10 | 2016-01-08 | $25,000 | $25,000 | ||
| 421.864 Harbor Capital Appre | P | 2011-11-07 | 2016-10-31 | $24,927 | $16,405 | $8,522 | $8,522 |
| 101.755 VANGUARD 500 INDEX | P | 2011-11-07 | 2016-10-31 | $19,964 | $11,842 | $8,122 | $8,122 |
| 862.069 Vanguard Intermediate | P | 2011-11-08 | 2016-06-07 | $9,964 | $10,418 | -$454 | -$454 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2013-12-01 | 2016-12-31 | $13,130 | $13,130 | $13,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,580 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,211,004 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05425 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,145 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,246,975 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05946 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,775 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,197,778 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03905 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,580 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,108,026 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03753 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,482 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,126,541 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06345 | DistributionYr5Rt |
| Total Distribution | 0.253743 | TotalDistributionRt |
| Average Distribution | 0.050749 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,136,658 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,684 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $357 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,041 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,291 | 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 | $357 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $357 | SubtotalAmt |
| Tax Based On Investment Income | $357 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $357 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITZGERALD DEPIETRO & WOJNAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3157242145 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 GENESEE ST | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13501 | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TONY SPIRIDIGLOZZI | ||||||
| 310 GENESEE ST | UTICA | NY | 13502 | Treasurer | 0.00 | $0 |
| KELLY PARSONS | ||||||
| 520 SENECA STREET | UTICA | NY | 13502 | Director | 0.00 | $0 |
| PHYLLIS SPINNER | ||||||
| 53 ELM STREET | DOLGEVILLE | NY | 13329 | Director | 0.00 | $0 |
| SARAH PAPARELLA MPH LNHA | ||||||
| 950 FLOYD AVE | ROME | NY | 13440 | Director | 0.00 | $0 |
| DOMINIC PASSALACQUA | ||||||
| 1600 BURRSTONE ROAD | UTICA | NY | 13502 | Director | 0.00 | $0 |
| RICHARD COMPSON | ||||||
| 2621 GENESEE ST | UTICA | NY | 13501 | President | 0.00 | $0 |
| JAMES CEASER MD | ||||||
| 32 MORGAN LANE | NEW HARTFORD | NY | 13413 | Director | 0.00 | $0 |
| STEPHEN EADLINE MD | ||||||
| 1729 BURRSTONE RD | NEW HARTFORD | NY | 13413 | Director | 0.00 | $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 | $1,153,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,153,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,153,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,136,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,833 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,833 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $357 | TotalTaxAmt |
| Distributable Before Adj | $56,476 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $56,476 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $56,476 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,291 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $59,291 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $357 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,934 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,476 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $15,572 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,127 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $13,316 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,998 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $116,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,291 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,476 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,815 | RemainingDistriFromCorpusAmt |
| Total Corpus | $118,828 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,572 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $103,256 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,127 | ExcessFromYear4Amt |
| Excess From Year2 | $13,316 | ExcessFromYear2Amt |
| Excess From Year1 | $5,998 | ExcessFromYear1Amt |
| Excess From Current Year | $2,815 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Slocum Dickson Foundation INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1729 Burrstone Road | AddressLine1Txt |
| City | New Hartford | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3157242145 | RecipientPhoneNum |
| Form And Info And Materials | DETAILED LETTER REQUEST WITH SUPPORTING DOCUMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 AND SEPTEMBER 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | CENTRAL NEW YORK, MEDICAL EDUCATION RELATED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UTICA COLLEGE | |||||||
| BURRSTONE ROAD | UTICA | NY | 13502 | NA | 501C3 | GENERAl FUND | $14,780 |
| VALLEY HEALTH SERVICES INC | |||||||
| 690 W GERMAN STREET | HERKIMER | NY | 13350 | NA | 501C3 | GENERAl fund | $811 |
| MASONIC MEDICAL RESEARCH LAB | |||||||
| 2150 BLEEKER STREET | UTICA | NY | 13501 | NA | 501C3 | general fund | $6,600 |
| HERKIMER COUNTY COMM COLL | |||||||
| 100 RESERVOIR ROAD | HERKIMER | NY | 13350 | NA | 501C3 | general fund | $2,000 |
| BOCES NEW VISION HEALTH | |||||||
| 4747 MIDDLESETTLEMENT ROAD | NEW HARTFORD | NY | 13413 | NA | 501C3 | general fund | $5,732 |
| SLOCUM DICKSON EDUCATIONAL INSTITUT | |||||||
| 1729 Burrstone Road | NEW HARTFORD | NY | 13413 | NA | 501C3 | GENERAL FUND | $20,000 |
| CENTER FOR FAMILY LIFE AND RECOVERY | |||||||
| 502 Court Street | UTICA | NY | 13502 | NA | 501C3 | GENERAL FUND | $3,000 |
| HOSPICE CARE Palliative Care | |||||||
| 4277 MIDDLESETTLEMENT RD | NEW HARTFORD | NY | 13413 | NA | 501C3 | GENERAL FUND | $1,242 |
| RESOURCE CENTER FOR INDEPENDENT LIV | |||||||
| 409 COLUMBIA ST | UTICA | NY | 13502 | NA | 501C3 | GENERAL FUND | $300 |
| COMMUNITY ELDER WELLNESS COUNCIL | |||||||
| 800 PARK AVE | UTICA | NY | 13501 | NA | 501C3 | GENERAL FUND | $2,000 |
| TR PROCTOR HIGH SCHOOL | |||||||
| 1203 HILTON AVE | UTICA | NY | 13501 | NA | 501C3 | GENERAL FUND | $626 |
| MOHAWK VALLEY INSTITUTE FOR LEARNIN | |||||||
| 100 SEYMOUR RD | UTICA | NY | 13502 | NA | 501C3 | GENERAL FUND | $2,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,291 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,580 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,086 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,086 | 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 | ACCOUNTING/LEGAL FEES | CategoryTxt |
| Amt | $2,755 | Amt |
| Net Investment Income | $2,755 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,755 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| General Explanation Supplemental Information for Form 990-PF | PART VIII, LINE 1STATEMENT 8 ADDENDUMPRESIDENT AND TREASURER DEVOTE 15 HOURS ANNUALLY TO THEIR POSITIONALL DIRECTORS DEVOTE 5 HOURS ANNUALLY TO THEIR POSITION |
| General Explanation Supplemental Information for Form 990-PF | SCHEDULE 1 - PART II, LINE 10a NAME BOOK MARKET Dodge & Cox Stock Fund 73,618 96,152Europacific Growth Fund Class F-1 61,768 78,682 Harbor International Fund 79,779 77,851Harbor Capital Appreciation Fund 71,538 80,770Metropolitan West Total Return Bond 132,726 128,783Pimco Total Return Class A 140,442 129,135T Rowe Price Small Cap Stock 49,853 50,912Templeton Global Fund Class A 51,828 51,470Vanguard Intermediate Term 52,564 49,164Vanguard Inflation Protected 65,239 63,314Vanguard 500 Index Fund Investor Shares 123,784 188,832Vanguard Mid- Cap Stock Index Fund 61,234 129,742Sunamerica Money Market 42,264 42,264 --------- --------- TOTAL 1,006,637 1,167,071 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,006,637 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,167,071 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Domain Registration | $196 | $196 | $196 |
| INSURANCE | $1,909 | $1,909 | $1,909 |
| Miscellaneous | $3,150 | $3,150 | $3,150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $8,407 | Amt |
| Net Investment Income | $8,407 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,407 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $1,140 | Amt |
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