HERBERT S AND ELEANORE L HOWARD CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HERBERT S AND ELEANORE L HOWARD CHARITABLE FOUNDATION (EIN 01-6177361)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-27
- IRS object ID
- 202631179349100128
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T09:39:18-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270015651 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND SCHOENECK & KING PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LINCOLN CENTER | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016177361 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERBERT S AND ELEANORE L HOWARD | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERB | BusinessNameControlTxt |
| Phone | 3152188133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOND SCHOENECK KING 1 LINCOLN CN | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES E MACKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3152188133 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN A SCHWAB | PreparerPersonNm |
| PTIN | P00023608 | PTIN |
| Phone | 3152188000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $868,593 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,561 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,561 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,563 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,251 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,125 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,126 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,117 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,368 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,126 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,526 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,438 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $374,611 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $721,407 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $722,945 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $106,645 | CorporateStockBOYAmt |
| Corporate Stock EOY | $106,645 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $98,008 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,361 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,361 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $47,640 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $350,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $881,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $878,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $868,593 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,032,685 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,032,685 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,151,068 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,154,272 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $881,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $878,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $881,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $878,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $881,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,205 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $878,413 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $878,413 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $506 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $506 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $506 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $54 | OverpaymentAmt |
| Applied To ES Tax | $54 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES E MACKIN CO BSK PLLC | IndividualWithBooksNm |
| Phone | 3152188133 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LINCOLN CENTER | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAMES E MACKIN | |||||||||
| BOND SCHOENECK KING 1 LINCOLN | CENTER | SYRACUSE | NY | 13202 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| TRUSTEE FEES ARE PAID TO | |||||||||
| BOND SCHOENECK KING PLLC | SYRACUSE | NY | 13202 | N/A | 0.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $460,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $421,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $881,785 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $881,785 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $868,558 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $506 | TotalTaxAmt |
| Distributable Before Adj | $42,922 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,922 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,922 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,526 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $38,526 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,789,301 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $1,789,301 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,526 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,526 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,396 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,396 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,784,905 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,784,905 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,784,905 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES E MACKIN BOND SCHOENECK KING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LINCOLN CENTER | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3152188133 | RecipientPhoneNum |
| Recipient Email Address | JMACKIN@BSK.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS WHOSE CHARITABLE PURPOSES ARE DEVOTED TO EDUCATION, MEDICINE, SOCIAL WELFARE, ARTS, HISTORIC PRESERVATION, RELIGION, AND THE ENVIRONMENT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 4 ATRIUM DRIVE 100 | ALBANY | NY | 12205 | N/A | PC | GENERAL PURPOSES | $250 |
| CAZCARES INC | |||||||
| 101 NELSON STREET | CAZENOVIA | NY | 13035 | N/A | PC | ASSISTANCE TO FAMILIES | $2,500 |
| CAZENOVIA FIRE DEPARTMENT | |||||||
| 127 ALBANY STREET | CAZENOVIA | NY | 13035 | N/A | PC | GENERAL PURPOSES | $500 |
| CAZENOVIA LIONS CLUB | |||||||
| 4714 SYRACUSE ROAD | CAZENOVIA | NY | 13035 | N/A | PC | GENERAL PURPOSES | $100 |
| CAZENOVIA PRESERVATION FOUNDATION | |||||||
| PO BOX 627 | CAZENOVIA | NY | 130350627 | N/A | PC | GENERAL PURPOSES | $1,000 |
| CAZENOVIA PUBLIC LIBRARY | |||||||
| 100 ALBANY STREET | CAZENOVIA | NY | 13035 | N/A | PC | GENERAL PURPOSES | $700 |
| COMMUNITY HOSPICE FOUNDATION | |||||||
| 4266 SUNBEAM ROAD | JACKSONVILLE | FL | 32257 | N/A | PC | GENERAL PURPOSES | $250 |
| FRANCIS HOUSE | |||||||
| 108 MICHAELS AVENUE | SYRACUSE | NY | 13208 | N/A | PC | GENERAL PURPOSES | $2,500 |
| FRANK H HISCOCK LEGAL AID SOCIETY | |||||||
| 351 SOUTH WARREN STREET | SYRACUSE | NY | 132022057 | N/A | PC | GENERAL PURPOSES | $250 |
| FRIENDS OF THE ROSAMOND GIFFORD ZOO | |||||||
| ONE CONSERVATION PLACE | SYRACUSE | NY | 13204 | N/A | PC | GENERAL PURPOSES | $500 |
| GIVING TREE | |||||||
| 37 DIVISION STREET | AMSTERDAM | NY | 12010 | N/A | PC | GENERAL PURPOSES | $500 |
| HOPE APPEAL | |||||||
| 240 EAST ONONDAGA STREET | SYRACUSE | NY | 13202 | N/A | PC | GENERAL PURPOSES | $500 |
| HOPE FOR BEREAVED | |||||||
| 4500 ONONDAGA BOULEVARD | SYRACUSE | NY | 13219 | N/A | PC | GENERAL PURPOSES | $200 |
| HOSPICE CNY | |||||||
| 990 SEVENTH NORTH STREET | LIVERPOOL | NY | 13088 | N/A | PC | GENERAL PURPOSES | $250 |
| IMMACULATE CONCEPTION | |||||||
| 400 SALT SPRINGS STREET | FAYETTEVILLE | NY | 13066 | N/A | PC | GENERAL PURPOSES | $5,000 |
| ONEIDA COMMUNITY MANSION HOUSE | |||||||
| 170 KENWOOD AVENUE | ONEIDA | NY | 13421 | N/A | PC | GENERAL PURPOSES | $500 |
| ORDER OF ST THOMAS MORE (NOTRE DAME) | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PC | GENERAL PURPOSES | $5,400 |
| ST LUCY CATHOLIC CHURCH | |||||||
| 432 GIFFORD STREET | SYRACUSE | NY | 13204 | N/A | PC | GENERAL PURPOSES | $2,500 |
| SYRACUSE JEWISH FAMILY SERVICE | |||||||
| 4101 EAST GENESEE STREET | SYRACUSE | NY | 13214 | N/A | PC | GENERAL PURPOSES | $2,500 |
| THE KEYS PROGRAM | |||||||
| 181 KENWOOD AVENUE | ONEIDA | NY | 13421 | N/A | PC | GENERAL PURPOSES | $10,000 |
| UNITED WAY OF CENTRAL NEW YORK INC | |||||||
| 518 JAMES STREET PO BOX 2129 | SYRACUSE | NY | 13203 | N/A | PC | GENERAL PURPOSES | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,561 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,563 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,563 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $50,361 | EOYBookValueAmt |
| EOYFMV | $47,640 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $106,645 | EOYBookValueAmt |
| EOYFMV | $98,008 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOND, SCHOENECK & KING, PLLC - LEGAL FEES | CategoryTxt |
| Legal Fees | $2,251 | LegalFeesAmt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,126 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2024 BALANCE DUE ON RETURN | $557 | $0 | $0 |
| 2025 ESTIMATED TAX | $560 | $0 | $0 |
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