BURROWS FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BURROWS FOUNDATION (EIN 22-3059155)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201201369349101765
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T12:15:34-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330996661 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANNIBLE & MCKEE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 SOUTH WARREN ST | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223059155 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURROWS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BURR | NameControl |
| Phone | 3158232300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 WEST MAIN STREET | AddressLine1 |
| City | LITTLE FALLS | City |
| State | NY | State |
| ZIP Code | 13365 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BILL BURROWS | Name |
| Title | TRUSTEE | Title |
| Phone | 3158232300 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD J MAXWELL CPA | Name |
| PTIN | P00544001 | PTIN |
| Phone | 3154729127 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3691668 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 150000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 622 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 622 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 35854 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 35814 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 111763 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 259067 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 111763 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 298239 | TotalRevenueAndExpenses |
| Total Net Investment Income | 148199 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2070 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1553 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 517 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5562 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5562 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 15803 | InterestRevAndExpnss |
| Interest Net Invst Incm | 15803 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4079 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 319 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 1250 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 111 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 111 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 189 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 189 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 27814 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 23237 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2067 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 148287 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 148287 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 176101 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 23237 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 150354 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 122138 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 124962 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 166644 | CashBOY |
| Cash EOY | 16370 | CashEOY |
| Cash EOYFMV | 16370 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 782404 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 689476 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 689476 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 482485 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 178295 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 178295 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 2108250 | InvestmentsOtherBOY |
| Investments Other EOY | 2807527 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2807527 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3539783 | TotalAssetsBOY |
| Total Assets EOY | 3691668 | TotalAssetsEOY |
| Total Assets EOYFMV | 3691668 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 406 | AccountsPayableBOY |
| Accounts Payable EOY | 2510 | AccountsPayableEOY |
| Total Liabilities BOY | 406 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2510 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3539377 | UnrestrictedBOY |
| Unrestricted EOY | 3689158 | UnrestrictedEOY |
| Total Net Assets BOY | 3539377 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3689158 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3539783 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3691668 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3539377 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 122138 | ExcessOfRevenueOverExpenses |
| Other Increases | 27643 | OtherIncreases |
| Subtotal | 3689158 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3689158 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 700 SHS ALEXCO RESOURCE CORP | P | 2007-05-22 | 2011-05-16 | 5242 | 3667 | 1575 | 1575 |
| 1600 SHS ALMADEN MINERALS | P | 2009-02-09 | 2011-05-17 | 5608 | 3896 | 1712 | 1712 |
| 2800 SHS COLUMBUS GOLD CORPORATION | P | 2007-05-22 | 2011-05-12 | 2148 | 3954 | -1806 | -1806 |
| 65000 SHS CRYSTAL ROCK HLDGS INC | P | 2009-02-10 | 2011-05-20 | 47426 | 44378 | 3048 | 3048 |
| 4600 SHS EAGLE PLAINS RESOURCES | P | 2007-05-22 | 2011-05-12 | 1311 | 3732 | -2421 | -2421 |
| 2000 SHS ELDORADO GOLD CORP | P | 2010-01-27 | 2011-06-16 | 27192 | 25399 | 1793 | 1793 |
| 1500 SHS FORTUNA SILVER MINESINC | P | 2007-05-22 | 2011-05-17 | 6888 | 3981 | 2907 | 2907 |
| 1225 SHS C FRONTEER GOLD INC | P | 2009-02-05 | 2011-04-13 | 18880 | 2111 | 16769 | 16769 |
| 2500 SHS IMPACT SILVER CORPORATION | P | 2007-05-22 | 2011-04-25 | 5487 | 4031 | 1456 | 1456 |
| PILOT GOLD INC - CASH IN LIEU | P | 2011-04-14 | 2011-04-14 | 1 | 1 | 1 | |
| 3695 SHS SILVER WHEATON CORPORATION | P | 2010-01-27 | 2011-05-02 | 138884 | 52726 | 86158 | 86158 |
| FROM K-1: TWIN LAKE TOTAL RETURN PARTNERS, L.P. | P | 2011-01-01 | 2011-05-02 | 343 | 343 | ||
| FROM K-1: TWIN LAKE TOTAL RETURN PARTNERS, L.P. | P | 2010-01-01 | 2011-05-02 | 228 | 228 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 111763 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 225636 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3392580 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.066509 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 180116 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2713782 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.066371 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 105807 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1011587 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.104595 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 92095 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 872618 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.105539 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 196501 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1388208 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.141550 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.484564 | TotalDistributionRatio |
| Average Distribution Ratio | 0.096913 | AverageDistributionRatio |
| Net Noncharitable Assets | 3246099 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 314589 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1250 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 315839 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 150354 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2499 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2499 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2499 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 11 | PenaltyForUnderpayment |
| Tax Due | 2510 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CAROLYN ZAKLUKIEWICZ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3158232300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 WEST MAIN STREET | AddressLine1 |
| City | LITTLE FALLS | City |
| State | NY | State |
| ZIP Code | 13365 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| R W BURROWS | ||||||||
| 501 WEST MAIN STREET | LITTLE FALLS | NY | 13365 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| MARGARET GOLDMAN | ||||||||
| 501 WEST MAIN STREET | LITTLE FALLS | NY | 13365 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| MARCIA BURROWS | ||||||||
| 501 WEST MAIN STREET | LITTLE FALLS | NY | 13365 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| CAROLYN ZAKLUKIEWICZ | ||||||||
| 501 WEST MAIN STREET | LITTLE FALLS | NY | 13365 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 319468 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 679564 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2296500 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3295532 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3295532 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 49433 | CashDeemedCharitable |
| Net Noncharitable Assets | 3246099 | NetNoncharitableAssets |
| Minimum Investment Return | 162305 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 162305 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2499 | TaxBasedOnInvestmentIncome |
| Total Tax | 2499 | TotalTax |
| Distributable Amount Before Adj | 159806 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 159806 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 159806 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 150354 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 150354 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 150354 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 159806 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 195098 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 48483 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 55251 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 55466 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 56413 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 410711 | TotalExcessDistriCarryover |
| Qualifying Distributions | 150354 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 150354 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 9452 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 9452 | ExcessDistriCyovAppliedCY |
| Total Corpus | 401259 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 185646 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 215613 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 48483 | ExcessFromYear4 |
| Excess From Year3 | 55251 | ExcessFromYear3 |
| Excess From Year2 | 55466 | ExcessFromYear2 |
| Excess From Year1 | 56413 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CAROLYN ZAKLUKIEWICZ | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 WEST MAIN STREET | AddressLine1 |
| City | LITTLE FALLS | City |
| State | NY | State |
| ZIP Code | 13365 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3158232300 | RecipientPhoneNumber |
| Form And Info And Materials | REASONABLE MANNER & LEGIBLE | FormAndInfoAndMaterials |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (55 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | Address Line2RecipientForeignAddress/AddressLine2 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 HAWK YEARBOOK | |||||||||||
| 6486 STATE HGWY 29 ST | JOHNSVILLE | NY | 13452 | 501(C)(3) | 2011 DONATION | $90 | |||||
| AMERICAN CANCER SOCIETY | |||||||||||
| PO BOX 1480 | SYRACUSE | NY | 132011480 | 501(C)(3) | RELAY FOR LIFE | $250 | |||||
| AMERICAN HEART ASSOCIATION | |||||||||||
| PO BOX 417005 | BOSTON | MA | 022417005 | 501(C)(3) | MEMORIAL DONATION | $100 | |||||
| ANNUAL CHILDREN'S CHRISTMAS BENEFIT FUND | |||||||||||
| PO BOX 111 | NEW YORK MILLS | NY | 13417 | 501(C)(3) | 2011 DONATION | $250 | |||||
| BERKSHIRE SCHOOL | |||||||||||
| 245 NORTH UNDERMOUNTAIN ROAD | SHEFFIELD | MA | 01257 | 501(C)(3) | RALPH BURROWS SCHOLARSHIP FUND | $10,000 | |||||
| BIG BROTHER BIG SISTERS OF THE N COUNTRY | |||||||||||
| 167 POLK STREET SUITE 300 | SYRACUSE | NY | 13224 | 501(C)(3) | 2011 DONATION | $100 | |||||
| BOY SCOUTS OF AMERICA | |||||||||||
| 1401 GENESEE STREET | UTICA | NY | 13501 | 501(C)(3) | 2011 DONATION | $1,000 | |||||
| CINCINNATI ASSOC BLIND & VISUALLY IMPAIRED | |||||||||||
| 2045 GILBERT AVENUE | CINCINNATI | OH | 45202 | 501(C)(3) | 2011 DONATION | $500 | |||||
| CNY COMMUNITY ARTS COUNCIL | |||||||||||
| 261 GENESEE STREET | UTICA | NY | 13501 | 501(C)(3) | 2011 CONTRIBUTION | $500 | |||||
| COMMUNITY CHEST | |||||||||||
| 15 JACKSON ST | LITTLE FALLS | NY | 13365 | 501(C)(3) | 2011 CONTRIBUTION | $2,000 | |||||
| CURVES BREAST CANCER WALK | |||||||||||
| 599 EAST MAIN STREET | LITTLE FALLS | NY | 13365 | 501(C)(3) | CURVES BREAST CANCER WALK | $250 | |||||
| ESF COLLEGE FOUNDATION | |||||||||||
| 1 FORESTRY | SYRACUSE | NY | 132102778 | 501(C)(3) | 2011 CONTRIBUTION | $1,000 | |||||
| FCCANYS INC | |||||||||||
| PO BOX 5486 | ALBANY | NY | 12205 | 501(C)(3) | 2011 CONTRIBUTION | $100 | |||||
| FOOTHILLS GIRL SCOUT COUNCIL | |||||||||||
| 5 ELLINWOOD COURT | NEW HARTFORD | NY | 13413 | 501(C)(3) | 2011 CONTRIBUTION | $1,000 | |||||
| FRIENDS OF BASSETT | |||||||||||
| 1 ATWELL ROAD | COOPERSTOWN | NY | 133269980 | 501(C)(3) | 2011 DONATION | $5,000 | |||||
| FRIENDS OF LEWIS COUNTY HOSPICE | |||||||||||
| PO BOX 266 | LOWVILLE | NY | 13367 | 501(C)(3) | 2011 DONATION | $100 | |||||
| FRIENDS OF NORRIS COTTON CANCER CENTER | |||||||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | 501(C)(3) | 2011 SPONSORSHIP | $10,000 | |||||
| GUO XIAQHUI | |||||||||||
| 501(C)(3) | GAB SCHOLARSHIP | $36,913 | 4F 07D 26C CLIFFORD VILLAGE PANYU | GUANGZHOU | GUANGDONG | CH | 511495 | ||||
| HEIFER PROJECT INTERNATIONAL | |||||||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | 501(C)(3) | 2011 CONTRIBUTION | $1,000 | |||||
| HERITAGE COLLEGE | |||||||||||
| 3240 FORT ROAD | TOPPENISH | WA | 98948 | 501(C)(3) | 2011 DONATION | $500 | |||||
| HERKIMER BOCES DOLLARS FOR SCHOLARS | |||||||||||
| 352 GROS BOULEVARD | HERKIMER | NY | 13350 | 501(C)(3) | 2011 CONTRIBUTION | $250 | |||||
| HERKIMER COUNTY DAY AT THE FARM | |||||||||||
| PO BOX 122 795 SNELLS BUSH ROAD | LITTLE FALLS | NY | 13365 | 501(C)(3) | 2011 DONATION | $500 | |||||
| HERKIMER COUNTY HISTORICAL SOCIETY | |||||||||||
| 400 NORTH MAIN STREET | HERKIMER | NY | 13350 | 501(C)(3) | 2011 CONTRIBUTION | $300 | |||||
| ILION BASKETBALL BOOSTERS | |||||||||||
| 36 N 5TH | ILION | NY | 13357 | 501(C)(3) | 2011 DONATION | $100 | |||||
| ILION DRAMA CLUB | |||||||||||
| 1 GOLDEN BOMBER DR | ILION | NY | 13357 | 501(C)(3) | 2011 PRODUCTION | $100 | |||||
| J S KOSTER HOSE CO INC | |||||||||||
| PO BOX 652 | PORT LEYDEN | NY | 13433 | 501(C)(3) | 2011 CONTRIBUTION | $250 | |||||
| LEWIS COUNTY HISTORICAL SOCIETY | |||||||||||
| 7552 S STATE STREET PO BOX 446 | LOWVILLE | NY | 13367 | 501(C)(3) | 2011 CONTRIBUTION | $100 | |||||
| LF HIGH SCHOOL - YEARBOOK | |||||||||||
| ONE HIGH SCHOOL ROAD | LITTLE FALLS | NY | 13365 | 501(C)(3) | 2011 DONATION | $100 | |||||
| LITTLE FALLS BEAUTIFICATION COMMITTEE | |||||||||||
| 18 NORTH ANN STREET | LITTLE FALLS | NY | 13365 | 501(C)(3) | 2011 CONTRIBUTION | $100 | |||||
| LITTLE FALLS CANAL CELEBRATION | |||||||||||
| 15 JACKSON STREET | LITTLE FALLS | NY | 13365 | 501(C)(3) | CANAL DAYS | $200 | |||||
| LITTLE FALLS CIVIC CLUB | |||||||||||
| ADIRONDACK BANK 500 E MAIN ST | LITTLE FALLS | NY | 13365 | 501(C)(3) | 2011 CONTRIBUTION | $100 | |||||
| LITTLE FALLS COMMUNITY OUTREACH INC | |||||||||||
| 16 JACKSON STREET | LITTLE FALLS | NY | 13365 | 501(C)(3) | 2011 CONTRIBUTION | $16,000 | |||||
| LITTLE FALLS FBLA | |||||||||||
| 1 HIGH SCHOOL ROAD | LITTLE FALLS | NY | 13365 | 501(C)(3) | 2011 SPONSORSHIP | $250 | |||||
| LITTLE FALLS HISTORICAL SOCIETY | |||||||||||
| 319 S ANN STREET | LITTLE FALLS | NY | 13365 | 501(C)(3) | MEMORIAL DONATION | $500 | |||||
| LITTLE FALLS HOSPITAL | |||||||||||
| 140 BURWELL STREET | LITTLE FALLS | NY | 13365 | 501(C)(3) | 2011 CONTRIBUTION | $10,000 | |||||
| LITTLE FALLS LITTLE LEAGUE | |||||||||||
| 501 EAST MAIN STREET | LITTLE FALLS | NY | 13365 | 501(C)(3) | 2011 DONATION | $200 | |||||
| LITTLE FALLS ROTARY CLUB | |||||||||||
| ELKS CLUB | LITTLE FALLS | NY | 13365 | 501(C)(3) | SCHOLARSHIP FUND | $100 | |||||
| LYONS FALLS ALIVE | |||||||||||
| PO BOX 702 | LYONS FALLS | NY | 13368 | 501(C)(3) | 2011 LYONS FALLS FESTIVAL | $100 | |||||
| LYONS FALLS FIRE DEPARTMENT | |||||||||||
| PO BOX 520 | LYONS FALLS | NY | 11368 | 501(C)(3) | 2011 DONATION | $250 | |||||
| MANLIUS PEBBLE HLL SCHOOL | |||||||||||
| 5300 JAMESVILLE ROAD | DEWITT | NY | 132142499 | 501(C)(3) | 2011-2012 TUITION | $19,434 | |||||
| MOHAWK VALLEY CENTER FOR ARTS | |||||||||||
| 401 S ANN STREET | LITTLE FALLS | NY | 13365 | 501(C)(3) | 2011 CONTRIBUTION | $500 | |||||
| MOHAWK VALLEY CHORAL SOCIETY | |||||||||||
| PO BOX 46 | LITTLE FALLS | NY | 13365 | 501(C)(3) | 2011 CONTRIBUTION | $1,000 | |||||
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||||||
| 1 LAMPLIGHTER WAY MOUNT | HERMON | MA | 01354 | 501(C)(3) | 2011 CONTRIBUTION | $1,000 | |||||
| NYS 4-H FOUNDATION | |||||||||||
| 248 GRANT AVE SUITE II-A | AUBURN | NY | 13021 | 501(C)(3) | 2011 DONATION | $500 | |||||
| ON POINT FOR COLLEGE INC | |||||||||||
| 1654 WEST ONONDAGA STREET | SYRACUSE | NY | 13204 | 501(C)(3) | 2011 DONATION | $250 | |||||
| PINHEAD INSTITUTE | |||||||||||
| PO BOX 2905 | TELLURIDE | CO | 81435 | 501(C)(3) | 2011 DONATION | $750 | |||||
| ROCK CITY SENIORS | |||||||||||
| 113 DICKIE AVENUE | HERKIMER | NY | 13350 | 501(C)(3) | 2011 CONTRIBUTION | $500 | |||||
| SAINT FRANCIS HOME FOR LAKOTA CHILDREN | |||||||||||
| PO BOX 122 | MANDERSON | SD | 57756 | 501(C)(3) | 2011 DONATION | $6,000 | |||||
| SEMC FOUNDATION | |||||||||||
| 2209 GENESEE STREET | UTICA | NY | 13501 | 501(C)(3) | 2011 DONATION | $1,000 | |||||
| SYRACUSE PULP & PAPER FOUNDATION | |||||||||||
| SUNY COLLEGE OF ESF 1 FORESTRY | SYRACUSE | NY | 132102778 | 501(C)(3) | 2011 MEMBERSHIP | $1,000 | |||||
| VIOLET FESTIVAL COMMITTEE | |||||||||||
| PO BOX 83 | DOLGEVILLE | NY | 13329 | 501(C)(3) | 2011 SCHOLARSHIP | $200 | |||||
| WARREN COUNTY FOP 103 | |||||||||||
| 1343 WEST STREET ROUTE 122 | LEBANON | OH | 45036 | 501(C)(3) | CHRISTMAS WITH AN OFFICER PROGRAM | $300 | |||||
| WEST CANDA VALLEY PTO | |||||||||||
| 5447 STATE ROUTE 28 PO BOX 360 | NEWPORT | NY | 134160360 | 501(C)(3) | WCV FLOOD VICTIMS | $200 | |||||
| YAARAB SHRINE TEMPLE | |||||||||||
| 400 E PONCE DE LEON | NE ATLANTA | GA | 30308 | 501(C)(3) | MEMORIAL DONATION | $500 | |||||
| YMCA | |||||||||||
| 15 JACKSON STREET | LITTLE FALLS | NY | 13365 | 501(C)(3) | 2011 DONATION | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 148287 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $622 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $35,854 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $111,763 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $148,239 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 148239 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURROWS PAPER CORPORATION | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 WEST MAIN STREET | AddressLine1 |
| City | LITTLE FALLS | City |
| State | NY | State |
| ZIP Code | 13365 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 150000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,070 | Amount |
| Net Investment Income | 1553 | NetInvestmentIncome |
| Disbursements Charitable Prps | 517 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (21 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ATNA RES LTD COM | 2227 | 2227 |
| CAPSTONE MNG CORP | 2992 | 2992 |
| FORTRESS MINERALS CORP | 536 | 536 |
| FULL METAL MINERALS | 115 | 115 |
| FULL METAL ZINC LTD | 71 | 71 |
| MINCO SILVER CORP COM | 3518 | 3518 |
| VIRGINIA MINES INC COM | 5843 | 5843 |
| CENTRAL FD CDA | 58830 | 58830 |
| MARKET VECTORS ETF TR GOLD | 102860 | 102860 |
| RENAISSANCE GOLD INC | 915 | 915 |
| PILOT GOLD INC | 388 | 388 |
| ALEXCO RESOURCE CORP | 0 | 0 |
| ALMADEN MINERALS LTD | 0 | 0 |
| COLUMBUS GOLD CORP | 0 | 0 |
| CRYSTAL ROCK HOLDINGS INC | 0 | 0 |
| EAGLE PLAINS RES LTD | 0 | 0 |
| ELDORADO GOLD CORP | 0 | 0 |
| FORTUNA MINES INC | 0 | 0 |
| FRONTIER GOLD INC | 0 | 0 |
| IMPACT SILVER CORP | 0 | 0 |
| SILVER WHEATON CORP | 0 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| GOLD EAGLE COINS | FMV | 2296500 | 2296500 |
| TWIN LAKE TOTAL RETURN PARTNERS, L.P. | FMV | 511027 | 511027 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 173 | 0 | 173 |
| MISCELLANEOUS | 16 | 0 | 16 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $27,643 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | Category |
| Amount | $5,562 | Amount |
| Net Investment Income | 5562 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES & TAXES | Category |
| Amount | $4,079 | Amount |
| Net Investment Income | 319 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1250 | DisbursementsCharitablePrps |
Comments