EASTERN STAR HALL & HOME FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EASTERN STAR HALL & HOME FOUNDATION INC (EIN 13-3458370)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-13
- IRS object ID
- 201223489349100002
- 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
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-13T06:51:53-08:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRUVER ZWEIFEL & SCOTT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7936 SENECA TURNPIKE | AddressLine1 |
| City | CLINTON | City |
| State | NY | State |
| ZIP Code | 13323 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133458370 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTERN STAR HALL & HOME FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | co POUNDER HALL BOX 106 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EAST | NameControl |
| Phone | 3157686323 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 UTICA STREET | AddressLine1 |
| City | ORISKANY | City |
| State | NY | State |
| ZIP Code | 13424 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN MARSHALL-KING | Name |
| Title | President | Title |
| Date Signed | 2012-12-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD F ZWEIFEL | Name |
| Phone | 3157977781 | 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 | 9386295 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 97815 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 223064 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 223064 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 331924 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3676526 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 331924 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 9500 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 662303 | TotalRevenueAndExpenses |
| Total Net Investment Income | 554988 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 1019 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 779 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 18725 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 9500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 9225 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 92405 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 92405 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 12601 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3461 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 137 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 649 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 129 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 520 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 125399 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 105495 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10661 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 928262 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 928262 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1053661 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 105495 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 938923 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -391358 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 449493 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 31239 | CashBOY |
| Cash EOY | 24514 | CashEOY |
| Cash EOYFMV | 24514 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 513068 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 597702 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 597702 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1503913 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1057837 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1057837 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 7064125 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7085469 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7085469 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 394772 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 407769 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 407769 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 240644 | InvestmentsOtherBOY |
| Investments Other EOY | 186802 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 186802 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 209668 | OtherAssetsBOY |
| Other Assets EOY | 26202 | OtherAssetsEOY |
| Other Assets EOYFMV | 26202 | OtherAssetsEOYFMV |
| Total Assets BOY | 9957429 | TotalAssetsBOY |
| Total Assets EOY | 9386295 | TotalAssetsEOY |
| Total Assets EOYFMV | 9386295 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 240 | AccountsPayableEOY |
| Other Liabilities EOY | 4203 | OtherLiabilitiesEOY |
| Total Liabilities EOY | 4443 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 6120052 | UnrestrictedBOY |
| Unrestricted EOY | 9229012 | UnrestrictedEOY |
| Temporarily Restricted BOY | 637807 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 24615 | TemporarilyRestrictedEOY |
| Permanently Restricted BOY | 3199570 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 128225 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 9957429 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9381852 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9957429 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9386295 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9957429 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -391358 | ExcessOfRevenueOverExpenses |
| Subtotal | 9566071 | Subtotal |
| Other Decreases | 184219 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9381852 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 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 |
|---|---|---|---|---|---|---|---|
| GOVT & CORP BONDS & MUTUAL FUNDS | P | 2001-01-01 | 2012-01-01 | 1573282 | 1540983 | 32299 | 32299 |
| COMMON STOCK | P | 2001-01-01 | 2012-01-01 | 240223 | 114759 | 125464 | 125464 |
| COMMON STOCK | P | 2001-01-01 | 2012-01-01 | 184042 | 218400 | -34358 | -34358 |
| COMMON STOCK | P | 2001-01-01 | 2012-01-01 | 168948 | 131157 | 37791 | 37791 |
| COMMON STOCK | P | 2001-01-01 | 2012-01-01 | 1165074 | 1033619 | 131455 | 131455 |
| COMMON STOCK | P | 2001-01-01 | 2012-01-01 | 344957 | 305684 | 39273 | 39273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 331924 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2006681 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10022269 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.20022 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1383078 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9904660 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.13964 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1666441 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 10300412 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.16178 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1613844 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 14479900 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.11145 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1976284 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 15906692 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.12424 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.73734 | TotalDistributionRatio |
| Average Distribution Ratio | 0.14747 | AverageDistributionRatio |
| Net Noncharitable Assets | 9415368 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1388465 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4495 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1392960 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 938923 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 8990 | InvestmentIncomeExciseTax |
| Subtotal | 8990 | Subtotal |
| Tax Based On Investment Income | 8990 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6400 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2603 | TaxPaidWithExtension |
| Total Credits And Payments | 9003 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 13 | PenaltyForUnderpayment |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN MARSHALL-KING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3157686323 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 UTICA STREET | AddressLine1 |
| City | ORISKANY | City |
| State | NY | State |
| ZIP Code | 13424 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| KAREN MARSHALL-KING | ||||||
| 1400 UTICA ST BOX 106 | ORISKANY | NY | 13424 | President | 5.00 | 0 |
| JANET JOHNSON | ||||||
| 1400 UTICA ST BOX 106 | ORISKANY | NY | 13424 | Director | 1.00 | 0 |
| RUTH HOWE | ||||||
| 1400 UTICA ST BOX 106 | ORISKANY | NY | 13424 | Director | 1.00 | 0 |
| BURNIECE HERENDEEN | ||||||
| 1400 UTICA ST BOX 106 | ORISKANY | NY | 13424 | RECORDER | 1.00 | 0 |
| LOIS CARLSEN | ||||||
| 1400 UTICA ST BOX 106 | ORISKANY | NY | 13424 | Director | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE FL 29W | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | BROKERAGE FIRM | TypeOfService |
| Compensation | 92405 | Compensation |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8972537 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 560010 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 26202 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9558749 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 9558749 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 143381 | CashDeemedCharitable |
| Net Noncharitable Assets | 9415368 | NetNoncharitableAssets |
| Minimum Investment Return | 470768 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 470768 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8990 | TaxBasedOnInvestmentIncome |
| Total Tax | 8990 | TotalTax |
| Distributable Amount Before Adj | 461778 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 461778 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 461778 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 938923 | ExpensesAndContributions |
| Qualifying Distributions | 938923 | QualifyingDistributions |
| Adj Qualifying Distributions | 938923 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 461778 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 1189181 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 903564 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1156664 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 891189 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1518004 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5658602 | TotalExcessDistriCarryover |
| Qualifying Distributions | 938923 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 461778 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 477145 | RemainingDistriFromCorpus |
| Total Corpus | 6135747 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1189181 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 4946566 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 903564 | ExcessFromYear4 |
| Excess From Year3 | 1156664 | ExcessFromYear3 |
| Excess From Year2 | 891189 | ExcessFromYear2 |
| Excess From Year1 | 1518004 | ExcessFromYear1 |
| Excess From Current Year | 477145 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ORDER OF THE EASTERN STAR | |||||||
| 1400 UTICA ST | ORISKANY | NY | 13424 | AFFILIATE | 501C8 | SOCIAL SERVICE FUND | $26,825 |
| TTE EASTERN STAR HALL HOME | |||||||
| 8290 STATE HWY 69 PO BOX 959 | ORISKANY | NY | 13424 | AFFILIATE | 501c3 | GENERAL OPERATIONS | $850,000 |
| POUNDER HALL INC | |||||||
| 1400 UTICA STREET | ORISKANY | NY | 13424 | AFFILIATE | 501c8 | HOUSING ASSISTANCE FOR THE ELDERLY | $51,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 928262 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $223,064 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $9,500 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $331,924 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $564,488 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 564488 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | true | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | true | SharingOfFacilitiesEtc |
Transfer Schedule TransferSchedule (2 entries)
| Line NumberLineNumber | Amount InvolvedAmountInvolved | Description Of Transfers EtcDescriptionOfTransfersEtc |
|---|---|---|
| POUNDER HALL INC | ||
| 1a(1) | 51437 | TO SUPPORT OPERATIONS. |
| ORDER OF THE EASTERN STAR | ||
| 1c | 0 | ORDER OF THE EASTERN STAR STAFF PROVIDES BOOKKEEPING SERVICES FOR FOUNDATION AND USES THE SAME OFFICE SPACE FOR FREE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Noncharitable E Os | true | RelationshipsNoncharitableEOs |
Relationship Schedule RelationshipSchedule (2 entries)
| Type Of OrganizationTypeOfOrganization | Description Of RelationshipDescriptionOfRelationship |
|---|---|
| POUNDER HALL INC | |
| 501(c)(8) | THE FOUNDATION OCCASSIONALLY TRANSFERS FUNDS TO POUNDER HALL TO SUPPORT THEIR OPERATIONS. |
| ORDER OF THE EASTERN STAR | |
| 501(C)8 | COMMON BOARD AND SHARE OFFICE SPACE |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 4 | FREDERICK WAGENER ESTATE | 6111 BROKEN SOUND PKWY NW | BOCA RATON | FL | 33487 | 33386 | X |
| 3 | CHARLES VICTORY ESTATE | 636 OLD LIVERPOOL ROAD | LIVERPOOL | NY | 13088 | 12401 | X |
| 2 | BEVERLY LIPPERT ESTATE | 222 CRESTWOOD DRIVE | CAMILLUS | NY | 13031 | 10922 | X |
| 1 | A SOMMERS GARDNER TRUST | BANK OF NEW YORK PO BOX 11214 | NEW YORK | NY | 102861214 | 27404 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $18,725 | Amount |
| Net Investment Income | 9500 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 9225 | DisbursementsCharitablePrps |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation
Contractor Name Business ContractorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS | BusinessNameLine1 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORP BONDS | NameOfBond |
| EOY Book Value | 407769 | EOYBookValue |
| EOYFMV | 407769 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORP STOCK | NameOfStock |
| EOY Book Value | 7085469 | EOYBookValue |
| EOYFMV | 7085469 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1057837 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1057837 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 186802 | BookValue |
| EOYFMV | 186802 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $1,019 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 779 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CONTRIBUTION RECEIVABLE | 185223 | 11572 | 11572 |
| ACCRUED INTEREST | 20957 | 14630 | 14630 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS | Description |
| Amount | $184,219 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| OFFICE EXPENSE | 520 | 520 | |
| INVESTMENT EXPENSE | 129 | 129 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rental Income - Noninvestment Property | Description |
| Revenue And Expenses Per Books | 9500 | RevenueAndExpensesPerBooks |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX PAYABLE | Description |
| EOY Book Value | 4203 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | Category |
| Amount | $92,405 | Amount |
| Net Investment Income | 92405 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE FILING FEE | $275 | 138 | 137 |
| FOREIGN TAXES PAID | $3,323 | 3323 | |
| EXCISE TAXES | $9,003 |
Comments