BURROWS FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BURROWS FOUNDATION (EIN 22-3059155)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201101369349100525
- Schema version
- 2010v3.2
- 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
- Acty Not Previously Rpt Expln
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T09:44:22-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-04-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD J MAXWELL | Name |
| Phone | 3154729127 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3539783 | 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 | 119 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 119 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10016 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9955 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12051 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 257649 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12051 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 172186 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22125 | 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 |
| Legal Fees Rev And Expnss | 12 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 12 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2465 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1849 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 616 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 656 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 250 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 28 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 28 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3161 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1849 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 906 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 224730 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 224730 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 227891 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1849 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 225636 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -55705 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 20276 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 40094 | CashBOY |
| Cash EOY | 166644 | CashEOY |
| Cash EOYFMV | 166644 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1179699 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 782404 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 782404 | SavingsAndTempCashInvstEOYFMV |
| Pledges Receivable BOY | 12500 | PledgesReceivableBOY |
| Investments Corp Stock BOY | 53938 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 482485 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 482485 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1631250 | InvestmentsOtherBOY |
| Investments Other EOY | 2108250 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2108250 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2917481 | TotalAssetsBOY |
| Total Assets EOY | 3539783 | TotalAssetsEOY |
| Total Assets EOYFMV | 3539783 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 8466 | AccountsPayableBOY |
| Accounts Payable EOY | 406 | AccountsPayableEOY |
| Total Liabilities BOY | 8466 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 406 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2909015 | UnrestrictedBOY |
| Unrestricted EOY | 3539377 | UnrestrictedEOY |
| Total Net Assets BOY | 2909015 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3539377 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2917481 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3539783 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2909015 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -55705 | ExcessOfRevenueOverExpenses |
| Other Increases | 686067 | OtherIncreases |
| Subtotal | 3539377 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3539377 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 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 |
|---|---|---|---|---|---|---|---|
| 1000 SHS CH ENERGY GROUP INC | P | 2010-01-27 | 2010-07-30 | 41771 | 40326 | 1445 | 1445 |
| 2000 SHS DUKE ENERGY CORP | P | 2010-01-27 | 2010-07-30 | 34132 | 33302 | 830 | 830 |
| 2000 SHS PEPCO HLDGS INC | P | 2010-07-30 | 2010-07-30 | 33791 | 32824 | 967 | 967 |
| 2000 SHS PINNACLE WEST CAP | P | 2010-01-27 | 2010-07-30 | 76111 | 72985 | 3126 | 3126 |
| 2000 SHS SOUTHERN CO | P | 2010-07-30 | 2010-07-30 | 70591 | 66161 | 4430 | 4430 |
| FRONTEER GOLD INC - CASH IN LIEU | P | 2010-11-22 | 2010-11-22 | 4 | 4 | 4 | |
| 1900 SHS AUEX VENTURES INC | P | 2007-08-01 | 2010-11-10 | 1249 | 1249 | 1249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12051 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 180116 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2713782 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.066371 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 105807 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1011587 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.104595 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 92095 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 872618 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.105539 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 196501 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1388208 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.141550 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 178544 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1341774 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.133066 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.551121 | TotalDistributionRatio |
| Average Distribution Ratio | 0.110224 | AverageDistributionRatio |
| Net Noncharitable Assets | 3392580 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 373944 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 203 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 374147 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 225636 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 406 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 406 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 406 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 406 | 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 | 1 | 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 | 457497 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 878497 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2108250 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3444244 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3444244 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 51664 | CashDeemedCharitable |
| Net Noncharitable Assets | 3392580 | NetNoncharitableAssets |
| Minimum Investment Return | 169629 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 169629 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 406 | TaxBasedOnInvestmentIncome |
| Total Tax | 406 | TotalTax |
| Distributable Amount Before Adj | 169223 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 169223 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 169223 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 225636 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 225636 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 225636 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 169223 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 111588 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 195098 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 48483 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 55251 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 55466 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 465886 | TotalExcessDistriCarryover |
| Qualifying Distributions | 225636 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 169223 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 56413 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 522299 | 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 | 111588 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 410711 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 195098 | ExcessFromYear4 |
| Excess From Year3 | 48483 | ExcessFromYear3 |
| Excess From Year2 | 55251 | ExcessFromYear2 |
| Excess From Year1 | 55466 | ExcessFromYear1 |
| Excess From Current Year | 56413 | ExcessFromCurrentYear |
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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||
| 110 LOMOND COURT | UTICA | NY | 13502 | NONE | 501(C)(3) | MEMORIAL DONATION | $100 |
| AMERICAN HEART ASSOCIATION | |||||||
| 120 LOMOND COURT | UTICA | NY | 13502 | NONE | 501(C)(3) | MEMORIAL DONATION | $100 |
| ANNUAL CHILDREN'S CHRISTMAS BENEFIT FUND | |||||||
| PO BOX 11 | NEW YORK MILLS | NY | 13417 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $250 |
| AYSO REGION 1395 | |||||||
| 19 PARK AVENUE | DOLEGEVILLE | NY | 13329 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $100 |
| BERKSHIRE SCHOOL | |||||||
| 245 NORTH UNDER MOUNTAIN ROAD | SHEFFIELD | MA | 01257 | NONE | 501(C)(3) | SCHOLARSHIP FUND | $10,000 |
| BOYS SCOUTS OF AMERICA | |||||||
| 1401 GENESEE STREET | UTICA | NY | 13502 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $1,000 |
| CHRISTMAS FOR CHILDREN PROGRAM | |||||||
| 41 NORTH MAIN STREET | DOLEGEVILLE | NY | 13329 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $250 |
| CNY COMMUNITY ARTS COUNCIL | |||||||
| 261 GENESEE STREET | UTICA | NY | 13501 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $1,000 |
| COMMUNITY CHEST | |||||||
| 15 JACKSON STREET | LITTLE FALLS | NY | 13365 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $2,000 |
| CURVES BREAST CANCER WALK | |||||||
| 599 EAST MAIN STREET | LITTLE FALLS | NY | 13365 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $370 |
| ESF COLLEGE FOUNDATION | |||||||
| 1 FORESTRY DRIVE | SYRACUSE | NY | 13210 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $1,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 16 JACKSON STREET | LITTLE FALLS | NY | 13365 | NONE | 501(C)(3) | MEMORIAL DONATION | $1,000 |
| FOLT'S FOUNDATION | |||||||
| 104 NORTH WASHINGTON STREET | HERKIMER | NY | 13350 | NONE | 501(C)(3) | ANNUAL ANGEL APPEAL | $250 |
| FOOTHILLS GIRL SCOUT COUNCIL | |||||||
| 5 ELINWOOD COURT | NEW HARTFORD | NY | 13413 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $1,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $1,000 |
| HERITAGE COLLEGE | |||||||
| 3240 FORD ROAD | TOPPENISH | WA | 98948 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $500 |
| HERKIMER BOCES DOLLARS FOR SCHOLARS | |||||||
| 352 GROSS BOULEVARD | HERKIMER | NY | 13350 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $250 |
| HERKIMER COUNTY HISTORICAL SOCIETY | |||||||
| 400 NORTH MAIN STREET | HERKIMER | NY | 13350 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $100 |
| HERKIMER COUNTY HUMANE SOCIETY | |||||||
| PO BOX 73 | MOHAWK | NY | 13407 | NONE | 501(C)(3) | MEMORIAL DONATION | $100 |
| ILION BASKETBALL BOOSTERS | |||||||
| 34 N 4TH AVENUE | ILION | NY | 13357 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $100 |
| ILION DRAMA CLUB | |||||||
| ONE GOLDEN BOMBER DRIVE | ILION | NY | 13357 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $100 |
| BASSETT HEALTHCARE | |||||||
| 1 ATWELL ROAD | COOPERSTOWN | NY | 13326 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $5,000 |
| G LANCE BRADEN FAMILY | |||||||
| 601 WEST WALNUT STREET | YATIMA | WA | 98902 | NONE | 501(C)(3) | MEMORIAL DONATION | $500 |
| CINCINNATI ASSOC BLIND & VISUALLY IMPAIRED | |||||||
| 2045 GILBERT AVENUE | CINCINNATI | OH | 45202 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $500 |
| ILION FOOTBALL PARENT'S CLUB | |||||||
| 1738 BARRINGER ROAD | ILION | NY | 13357 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $100 |
| J S KOSTER HOSE CO INC | |||||||
| PO BOX 652 | PORT LEYDEN | NY | 13433 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $250 |
| LEWIS COUNTY HISTORICAL SOCIETY | |||||||
| 7552 S STATE STREET PO BOX 446 | LOWVILLE | NY | 13367 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $100 |
| LITTLE FALLS BEAUTIFICATION COMMITTEE | |||||||
| 46 SHERMAN DRIVE | LITTLE FALLS | NY | 13365 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $100 |
| LITTLE FALLS CANAL CELEBRATION | |||||||
| 15 JACKSON STREET | LITTLE FALLS | NY | 13365 | NONE | 501(C)(3) | CANAL DAYS | $200 |
| LITTLE FALLS CIVIC CLUB | |||||||
| ADIRONDACK BANK 500 E MAIN ST | LITTLE FALLS | NY | 13365 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $100 |
| LITTLE FALLS COMMUNITY OUTREACH INC | |||||||
| 16 JACKSON STREET | LITTLE FALLS | NY | 13365 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $15,000 |
| LITTLE FALLS HIGH SCHOOL YEARBOOK | |||||||
| 15 PETRIE STREET | LITTLE FALLS | NY | 13365 | NONE | 501(C)(3) | SCHOOL YEAR 2010 - 2011 | $135 |
| LITTLE FALLS HOSPITAL | |||||||
| 140 BURWELL STREET | LITTLE FALLS | NY | 13365 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $10,000 |
| LITTLE FALLS LITTLE LEAGUE | |||||||
| 63 WOODSIDE AVENUE | LITTLE FALLS | NY | 13365 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $200 |
| LYONS FALLS ALIVE | |||||||
| PO BOX 702 | LYONS FALLS | NY | 13368 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $100 |
| LYONS FALLS FIRE DEPARTMENT | |||||||
| PO BOX 702 | LYONS FALLS | NY | 13368 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $250 |
| MANLIUS PEBBLE HILL SCHOOL | |||||||
| 5300 JAMESVILLE ROAD | DEWITT | NY | 13214 | NONE | 501(C)(3) | SCHOLARSHIP FUND | $18,557 |
| MANLIUS PEBBLE HILL SCHOOL | |||||||
| 5300 JAMESVILLE ROAD | DEWITT | NY | 13214 | NONE | 501(C)(3) | RENOVATIONS | $119,576 |
| MARSHFIELD CLINIC DEVELOPMENT | |||||||
| 1000 N OAK AVENUE | MARSHFIELD | WI | 54449 | NONE | 501(C)(3) | MEMORIAL DONATION | $100 |
| MOHAWK VALLEY CENTER OF THE ARTS | |||||||
| 401 S ANN STREET | LITTLE FALLS | NY | 13365 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $500 |
| MOHAWK VALLEY CHORAL SOCIETY | |||||||
| PO BOX 46 | LITTLE FALLS | NY | 13366 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $1,000 |
| NORTHFIELD MT HERMON SCHOOL | |||||||
| 206 MAIN STREET | NORTHFIELD | MA | 01360 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $1,000 |
| NYS 4-H FOUNDATION | |||||||
| 220 HERALD PLACE | SYRACUSE | NY | 13202 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $500 |
| ON POINT FOR COLLEGE INC | |||||||
| 1654 WEST ONONDAGA STREET | SYRACUSE | NY | 13204 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $250 |
| RONALD THOMPSON | |||||||
| 347 E JIMMIE LEEDS ROAD | GALLOWAY | NJ | 08205 | NONE | 501(C)(3) | BRUCE THOMPSON BENEFIT | $100 |
| SAINT FRANCIS HOME FOR LAKOTA CHILDREN | |||||||
| PO BOX 122 | MANDERSON | SD | 57756 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $6,000 |
| SEMC FOUNDATION | |||||||
| 2209 GENESEE STREET | UTICA | NY | 13501 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $1,000 |
| SKANEATELES LIBRARY ASSOCIATION | |||||||
| 49 EAST GENESEE STREET | SKANEATELES | NY | 13152 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $250 |
| SKANEATELES MILFOIL FIGHTERS | |||||||
| PO BOX 862 | SKANEATELES | NY | 13152 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $1,000 |
| STELLA MARIS RETREAT & RENEWAL CENTER | |||||||
| 130 EAST GENESEE STREET | SKANEATELES | NY | 13152 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $500 |
| ST JOHNSVILLE AMERICAN LEGION POST 168 | |||||||
| 38 W MAIN STREET | ST JOHNSVILLE | NY | 13452 | NONE | 501(C)(3) | MEMORIAL DONATION | $100 |
| SUNY UPSTATE MEDICAL CENTER | |||||||
| 155 ELIZABETH STREET ROOM 200 CAB | SYRACUSE | NY | 13210 | NONE | 501(C)(3) | SPRING TUITION | $4,442 |
| SYRACUSE PULP & PAPER FOUNDATION SUNY COLLEGE OF ESF | |||||||
| 1 FORESTRY DRIVE | SYRACUSE | NY | 13210 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $1,000 |
| VALLEY HEALTH SERVICES | |||||||
| 690 WEST GERMAN STREET | HERKIMER | NY | 13350 | NONE | 501(C)(3) | ADULT DAY CARE | $250 |
| VIOLET FESTIVAL COMMITTEE | |||||||
| PO BOX 83 | DOLEGEVILLE | NY | 13329 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $200 |
| WARREN COUNTY FOP 103 | |||||||
| 1343 WEST STREET ROUTE 122 | LEBANON | OH | 45036 | NONE | 501(C)(3) | CHRISTMAS WITH AN OFFICER | $300 |
| YMCA | |||||||
| 15 JACKSON STREET | LITTLE FALLS | NY | 13365 | NONE | 501(C)(3) | 2010 CONTRIBUTION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 224730 | 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 | $119 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,016 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,051 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $22,186 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 22186 | 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 | $2,465 | Amount |
| Net Investment Income | 1849 | NetInvestmentIncome |
| Disbursements Charitable Prps | 616 | DisbursementsCharitablePrps |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DISTRIBUTED CONTRIBUTIONS FOR TUITION EXPENSES TO VARIOUS STUDENTS | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (21 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALEXCO RESOURCE CORP | 5733 | 5733 |
| ALMADEN MINERALS LTD | 7568 | 7568 |
| ATNA RES LTD COM | 1712 | 1712 |
| AUEX VENTURES INC | 0 | 0 |
| CAPSTONE MNG CORP | 4952 | 4952 |
| COLUMBUS GOLD CORP COM | 2339 | 2339 |
| EAGLE PLAINS RES LTD COM | 2963 | 2963 |
| FORTRESS MINERALS CORP | 635 | 635 |
| FORTUNA MINES INC | 7216 | 7216 |
| FULL METAL MINERALS | 650 | 650 |
| IMPACT SILVER CORP | 4378 | 4378 |
| MINCO SILVER CORP COM | 11503 | 11503 |
| VERMONT PURE HOLDING S LTD | 0 | 0 |
| VIRGINIA MINES INC COM | 6023 | 6023 |
| CENTRAL FD CDA | 62190 | 62190 |
| CRYSTAL ROCK HLDGS INC | 44200 | 44200 |
| ELDORADO GOLD CORP | 37140 | 37140 |
| FRONTEER GOLD INC | 14369 | 14369 |
| MARKET VECTORS ETF TR GOLD | 122940 | 122940 |
| RENAISSANCE GOLD INC | 1721 | 1721 |
| SILVER WHEATON CORPORATION | 144253 | 144253 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLD EAGLE COINS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 2108250 | BookValue |
| EOYFMV | 2108250 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $12 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 12 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 28 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 28 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $686,067 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES & TAXES | Category |
| Amount | $656 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 250 | DisbursementsCharitablePrps |
Comments