Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
RICHARD S SHINEMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)317 W 1ST STREET SUITE 101
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OSWEGO, NY13126
A Employer identification number

46-1998245
B Telephone number (see instructions)

(315) 216-6644
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$31,931,003
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 809,148
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 603,962 603,906  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 216,997
b Gross sales price for all assets on line 6a 3,421,679
7 Capital gain net income (from Part IV, line 2)... 217,068
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 93,283 0 0
12 Total. Add lines 1 through 11........ 1,723,390 820,974 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 199,802 0 0 199,802
14 Other employee salaries and wages...... 71,000 0 0 71,000
15 Pension plans, employee benefits....... 36,011 0 0 36,011
16a Legal fees (attach schedule)......... 24,407 0 0 24,407
b Accounting fees (attach schedule)....... 13,650 0 0 13,650
c Other professional fees (attach schedule).... 135,213 78,918 0 56,295
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 21,247 52 0 21,195
19 Depreciation (attach schedule) and depletion... 1,269 0 0
20 Occupancy.............. 23,847 0 0 23,847
21 Travel, conferences, and meetings....... 3,847 0 0 3,847
22 Printing and publications.......... 931 0 0 931
23 Other expenses (attach schedule)....... 68,128 0 0 73,200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 599,352 78,970 0 524,185
25 Contributions, gifts, grants paid....... 1,542,825 1,542,825
26 Total expenses and disbursements. Add lines 24 and 25 2,142,177 78,970 0 2,067,010
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -418,787
b Net investment income (if negative, enter -0-) 742,004
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Page 2
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 350,716 370,504 370,504
2 Savings and temporary cash investments......... 309,157 54,046 54,046
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 148,921 Click to see attachment
List of Attached Documents:
// Content
135,002
135,002
b Investments—corporate stock (attach schedule)....... 37,967,680 Click to see attachment
List of Attached Documents:
// Content
30,017,869
30,017,869
c Investments—corporate bonds (attach schedule)....... 102,543 Click to see attachment
List of Attached Documents:
// Content
96,458
96,458
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 129,000 Click to see attachment
List of Attached Documents:
// Content
401,207
401,207
14 Land, buildings, and equipment: basis right arrow823,876
Less: accumulated depreciation (attach schedule) right arrow11,160 4,836 Click to see attachment
List of Attached Documents:
// Content
812,716
812,716
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
36,441
Click to see attachment
List of Attached Documents:
// Content
43,201
Click to see attachment
List of Attached Documents:
// Content
43,201
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 39,049,294 31,931,003 31,931,003
Liabilities 17 Accounts payable and accrued expenses.......... 10,577 12,161
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
130,100
Click to see attachment
List of Attached Documents:
// Content
38,000
23 Total liabilities (add lines 17 through 22)......... 140,677 50,161
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 38,908,617 31,880,842
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 38,908,617 31,880,842
30 Total liabilities and net assets/fund balances (see instructions). 39,049,294 31,931,003
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
38,908,617
2
Enter amount from Part I, line 27a .....................
2
-418,787
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
38,489,830
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,608,988
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
31,880,842
Form 990-PF (2022)
Page 3
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES S/T P    
b PUBLICLY TRADED SECURITIES L/T P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 462,537   467,244 -4,707
b 2,959,142   2,737,367 221,775
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -4,707
b       221,775
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 217,068
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 -4,707
Form 990-PF (2022)
Page 4
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 10,314
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,314
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,314
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 24,266
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,266
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 13,952
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow13,952 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Page 5
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.SHINEMANFOUNDATION.ORG
14
The books are in care ofright arrowEDWARD ALBERTS Telephone no.right arrow (315) 216-6644

Located atright arrow317 W 1ST STREET SUITE 101OSWEGONY ZIP+4right arrow13126
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Page 6
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PAMELA CARACCIOLI SECRETARY
3.00
0 0 0
76 WEST SENECA STREET
OSWEGO,NY13126
MARGARET BARCLAY CHAIR
3.00
0 0 0
4312 STATE ROUTE 13
PULASKI,NY13142
KATHY A BARKER DIRECTOR
3.00
0 0 0
8430 MARCO LANE
BALDWINSVILLE,NY13027
TARA FITZGIBBONS TREASURER
3.00
0 0 0
85 EAST MOHAWK STREET
OSWEGO,NY13126
FLORIS PALMER-NINO DIRECTOR
3.00
0 0 0
701 FIRST STREET
LIVERPOOL,NY13088
ED ALBERTS VICE CHAIR
3.00
0 0 0
1428 RIVERBEND DRIVE
BALDWINSVILLE,NY13027
DR MICHAEL STEPHENS DIRECTOR
3.00
0 0 0
4 PRIMPROSE PATH
OSWEGO,NY13126
LINDA EAGAN DIRECTOR
3.00
0 0 0
1477 COUNTY ROUTE 9
FULTON,NY13069
NEELESH SHAH DIRECTOR
3.00
0 0 0
2992 STATE ROUTE 48
OSWEGO,NY13126
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
KAREN GOETZ REA EXECUTIVE DIRECTOR
40.00
180,763 6,950 0
429 N FRANKLIN ST UNIT 111
SYRACUSE,NY13204
PENNY HALSTEAD OFFICE ADMINISTRATOR
40.00
71,000 3,550 0
5 NORTH 3RD STREET
FULTON,NY13069
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Page 7
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Page 8
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
32,734,456
b
Average of monthly cash balances.......................
1b
464,002
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
33,198,458
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
33,198,458
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
497,977
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
32,700,481
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,635,024
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,635,024
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,314
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,314
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,624,710
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,624,710
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,624,710
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,067,010
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,067,010
Form 990-PF (2022)
Page 9
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,624,710
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018...... 904,798
c From 2019...... 532,412
d From 2020...... 698,766
e From 2021...... 529,374
f Total of lines 3a through e ........ 2,665,350
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,067,010
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2022 distributable amount..... 1,624,710
e Remaining amount distributed out of corpus 442,300
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,107,650
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
3,107,650
10 Analysis of line 9:
a Excess from 2018.... 904,798
b Excess from 2019.... 532,412
c Excess from 2020.... 698,766
d Excess from 2021.... 529,374
e Excess from 2022.... 442,300
Form 990-PF (2022)
Page 10
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CHENA TUCKER
317 W 1ST STREET SUITE 101
OSWEGO,NY13126
(315) 216-6644
INFO@SHINEMANFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
AVAILABLE @ WWW.SHINEMANFOUNDATION.ORG
cAny submission deadlines:
APPLICATIONS ARE ACCEPTED ON A ROLLING BASIS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CENTRAL NEW YORK PUBLIC CHARITIES WITH IMPACT ON OSWEGO COUNTY, NY
Form 990-PF (2022)
Page 11
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

A TINY HOME FOR GOOD INC

1222 SOUTH AVE
SYRACUSE,NY13207
  PC GENERAL OPERATING 200

BLESSINGS IN A BACKPACK-FULTON CHAPTER

C/O PRINCE OF PEACE LUTHERAN CHURCH
64 GILLESPIE RD
FULTON,NY13069
  PC GENERAL OPERATING 450

BLESSINGS IN A BACKPACK-OSWEGO CHAPTER

120 WEST FIFTH STREET
OSWEGO,NY13126
  PC GENERAL OPERATING 450

CENTRAL NEW YORK COMMUNITY FOUNDATION

431 EAST FAYETTE STREET SUITE 100
SYRACUSE,NY13202
  PC GENERAL OPERATING 500

CENTRAL SQUARE ESSENTIALS FOR SUCCESS INC

PO BOX 159
CENTRAL SQUARE,NY130360159
  PC GENERAL OPERATING 150

CHRIST OUR LIGHT CHURCH

23 NIAGARA STREET
PULASKI,NY13142
  PC GENERAL OPERATING 300

ERINS ANGELS OF CNY INC

PO BOX 443
PHOENIX,NY13135
  PC GENERAL OPERATING 225

FARNHAM FAMILY SERVICES

283 W 2ND STREET SUITE 200
OSWEGO,NY13126
  PC GENERAL OPERATING 1,500

FARNHAM FAMILY SERVICES

283 W 2ND STREET SUITE 200
OSWEGO,NY13126
  PC GENERAL OPERATING 500

GARRETT DUNSMOOR MEMORIAL FOUNDATION

4441 COUNTY ROUTE 4
OSWEGO,NY13126
  PC GENERAL OPERATING 2,500

H LEE WHITE MARITIME MUSEUM AT OSWEGO

PO BOX 101
OSWEGO,NY13126
  PC GENERAL OPERATING 300

HELPING HOUNDS DOG RESCUE INC

7268 CASWELL AVE
NORTH SYRACUSE,NY13212
  PC GENERAL OPERATING 200

JOURNEY OF FAITH UMC (HANNIBAL BACKPACK PROGRAM)

977 COUNTY ROUTE 20
OSWEGO,NY13126
  PC GENERAL OPERATING 300

JOWONIO SCHOOL

3049 EAST GENESEE ST
SYRACUSE,NY13224
  PC GENERAL OPERATING 200

KRISTINA'S HOUSE OF HOPE

192 WEST 6TH STREET
OSWEGO,NY13126
  PC GENERAL OPERATING 2,500

LIVERPOOL PUBLIC LIBRARY

310 TULIP STREET
LIVERPOOL,NY13088
  PC GENERAL OPERATING 300

MEXICO CITY SCHOOL DISTRICT

16 FRAVOR ROAD
MEXICO,NY13114
  GOV GENERAL OPERATING 500

MEXICO FOOD PANTRY

5863 SCENIC AVE
MEXICO,NY13114
  PC GENERAL OPERATING 500

NEW YORK STATE OLD TYME FIDDLERS ASSOCIATION INC

PO BOX 24
REDFIELD,NY134370024
  PC GENERAL OPERATING 500

NORTH SHORE FOOD PANTRY INC

PO BOX 165
CLEVELAND,NY130420165
  PC GENERAL OPERATING 500

OSWEGO COMMUNITY YOUTH ORCHESTRA

PO BOX 295
OSWEGO,NY13126
  PC GENERAL OPERATING 500

OSWEGO COMMUNITY YOUTH ORCHESTRA

PO BOX 295
OSWEGO,NY13126
  PC GENERAL OPERATING 500

OSWEGO COUNTY HISTORICAL SOCIETY

135 EAST THIRD STREET
OSWEGO,NY13126
  PC GENERAL OPERATING 500

OSWEGO COUNTY HUMANE SOCIETY INC

110 WEST SECOND ST
OSWEGO,NY13126
  PC GENERAL OPERATING 500

OSWEGO COUNTY OPPORTUNITIES INC

239 ONEIDA ST
FULTON,NY13069
  PC GENERAL OPERATING 2,500

OSWEGO COUNTY OPPORTUNITIES INC

239 ONEIDA ST
FULTON,NY13069
  PC GENERAL OPERATING 500

OSWEGO HEALTH FOUNDATION

110 WEST SIXTH STREET
OSWEGO,NY13126
  PC GENERAL OPERATING 1,500

OSWEGO HEALTH FOUNDATION

110 WEST SIXTH STREET
OSWEGO,NY13126
  PC GENERAL OPERATING 2,000

OSWEGO INDUSTRIES

7 MORRILL PLACE
FULTON,NY13069
  PC GENERAL OPERATING 500

OSWEGO OPERA THEATER INC

PO BOX 3039
OSWEGO,NY13126
  PC GENERAL OPERATING 1,500

OSWEGO OPERA THEATER INC

PO BOX 3039
OSWEGO,NY13126
  PC GENERAL OPERATING 500

PAWS OF CNY INC

PO BOX 2222
SYRACUSE,NY13220
  PC GENERAL OPERATING 300

PEACEFUL REMEDIES

41 LAKE STREET
OSWEGO,NY13126
  PC GENERAL OPERATING 1,000

PULASKI HISTORICAL SOCIETY

3428 MAPLE AVE
PULASKI,NY13142
  PC GENERAL OPERATING 500

RIVERSIDE UNITED METHODIST CHURCH

639 COUNTY ROUTE 22
PARISH,NY13131
  PC GENERAL OPERATING 450

SALMON RIVER FINE ARTS CENTER

4848 N JEFFERSON ST
PULASKI,NY13142
  PC GENERAL OPERATING 500

SANDY CREEK UNITED METHODIST CHURCH

PO BOX 158
SANDY CREEK,NY13145
  PC GENERAL OPERATING 300

THE DESENS HOUSE

264 WEST 2ND STREET
OSWEGO,NY13126
  PC GENERAL OPERATING 500

THE RESEARCH FOUNDATION FOR SUNY

SUNY OSWEGO ORSP 210 SHELDON HALL
OSWEGO,NY13126
  PC GENERAL OPERATING 1,000

THE UPSTATE FOUNDATION INC

750 E ADAMS ST CAB326
SYRACUSE,NY13210
  PC GENERAL OPERATING 500

TOY LIBRARY OF THE NORTH SHORE

1339 STATE ROUTE 49
CONSTANTIA,NY13044
  PC GENERAL OPERATING 1,000

TOY LIBRARY OF THE NORTH SHORE

1339 STATE ROUTE 49
CONSTANTIA,NY13044
  PC GENERAL OPERATING 500

TRUSTEES OF BOSTON UNIVERSITY

595 COMMONWEATLH AVENUE SUITE 700
BOSTON,MA02215
  PC GENERAL OPERATING 500

UNITED BAPTIST CHURCH OF SCRIBA

5111 STATE ROUTE 104E MEXICO
OSWEGO,NY13126
  PC GENERAL OPERATING 225

UNITED WAY OF GREATER OSWEGO COUNTY

1 SOUTH FIRST STREET
FULTON,NY13069
  PC GENERAL OPERATING 3,000

VILLAGE OF PHOENIX POLICE DEPARTMENT

455 MAIN STREET
PHOENIX,NY13135
  GOV GENERAL OPERATING 2,500

WESTON T HYDE EDUCATIONAL FOUNDATION

PO BOX 3124
OSWEGO,NY13126
  PC GENERAL OPERATING 150

ZONTA INTERNATIONAL

PO BOX 5524
OSWEGO,NY131265524
  PC GENERAL OPERATING 500

CATHOLIC CHARITIES OF OSWEGO COUNTY

808 WEST BROADWAY
FULTON,NY13069
  PC GENERAL OPERATING 5,000

GARRETT DUNSMOOR MEMORIAL FOUNDATION

4441 COUNTY ROUTE 4
OSWEGO,NY13126
  PC GENERAL OPERATING 5,000

H LEE WHITE MARITIME MUSEUM

1 W 1ST ST
OSWEGO,NY13126
  PC GENERAL OPERATING 1,500

INTEGRATED COMMUNITY PLANNING OF OSWEGO COUNTY INC

317 WEST 1ST STREET SUITE 111
OSWEGO,NY13126
  PC GENERAL OPERATING 1,500

PAWS OF CNY INC

PO BOX 2222
SYRACUSE,NY13220
  PC GENERAL OPERATING 5,000

UNITED WAY OF GREATER OSWEGO COUNTY

PO BOX 2222
SYRACUSE,NY13220
  PC GENERAL OPERATING 1,500

BLESSINGS IN A BACKPACK-FULTON CHAPTER

C/O PRINCE OF PEACE LUTHERAN CHURCH
64 GILLESPIE RD
FULTON,NY13069
  PC GENERAL OPERATING 5,000

KEYS

308 SHERRILL ROAD
SHERRILL,NY13461
  PC GENERAL OPERATING 4,800

NEW HAVEN ELEMENTARY SCHOOL

4320 NY-104
NEW HAVEN,NY13121
  GOV GENERAL OPERATING 5,000

SALMON RIVER FINE ARTS CENTER

4848 N JEFFERSON ST
PULASKI,NY13142
  PC GENERAL OPERATING 5,000

TOY LIBRARY OF THE NORTH SHORE

1339 STATE ROUTE 49
CONSTANTIA,NY13044
  PC GENERAL OPERATING 2,549

ART ASSOCIATION OF OSWEGO INC

PO BOX 271 FORT ONTARIO COMPLEX
OSWEGO,NY13126
  PC GENERAL OPERATING 14,720

CHILDREN'S MUSEUM OF OSWEGO

PO BOX 3172
OSWEGO,NY13126
  PC GENERAL OPERATING 45,150

CITI BOCES

179 COUNTY ROUTE 64
MEXICO,NY13114
  GOV GENERAL OPERATING 50,400

CLEAR PATH FOR VETERANS INC

1223 SALT SPRINGS ROAD
CHITTENANGO,NY13037
  PC GENERAL OPERATING 35,000

MINETTO HSA INC

PO BOX 189
MINETTO,NY13115
  PC GENERAL OPERATING 45,450

MUSEUM OF SCIENCE & TECHNOLOGY

500 S FRANKLIN ST
SYRACUSE,NY13202
  PC GENERAL OPERATING 36,530

OSWEGO COUNTY OPPORTUNITIES INC

239 ONEIDA ST
FULTON,NY13069
  PC GENERAL OPERATING 50,400

OSWEGO LACROSSE FOUNDATION INC

PO BOX 5315
OSWEGO,NY13126
  PC GENERAL OPERATING 25,000

OSWEGO PUBLIC LIBRARY

120 EAST SECOND ST
OSWEGO,NY13126
  GOV GENERAL OPERATING 13,900

RESTORE CNY

5869 LADD RD
BREWERTON,NY13029
  PC GENERAL OPERATING 51,080

SCHROEPPEL HISTORICAL SOCIETY

68 LOCK STREET 3D
PHOENIX,NY13135
  PC GENERAL OPERATING 37,056

ST LUKE HEALTH SERVICES

299 EAST RIVER ROAD
OSWEGO,NY13126
  PC GENERAL OPERATING 10,000

SYMPHORIA

250 HARRISON STREET SUITE 301
SYRACUSE,NY13202
  PC GENERAL OPERATING 10,000

THE DESENS HOUSE

264 WEST 2ND STREET
OSWEGO,NY13126
  PC GENERAL OPERATING 25,000

UNITED WAY OF GREATER OSWEGO COUNTY

1 SOUTH FIRST STREET
FULTON,NY13069
  PC GENERAL OPERATING 63,290

WESTON T HYDE EDUCATIONAL FOUNDATION

PO BOX 3124
OSWEGO,NY13126
  PC GENERAL OPERATING 10,000

OSWEGO ROTARY FOUNDATION INC

PO BOX 3124
OSWEGO,NY13126
  PC GENERAL OPERATING 3,500

CENTERSTATE CEO FOUNDATION

115 W FAYETTE ST
SYRACUSE,NY13202
  PC GENERAL OPERATING 75,000

CENTERSTATE CEO FOUNDATION

115 W FAYETTE ST
SYRACUSE,NY13202
  PC GENERAL OPERATING 50,000

THE RESEARCH FOUNDATION FOR SUNY

SUNY OSWEGO ORSP 210 SHELDON HALL
OSWEGO,NY13126
  PC GENERAL OPERATING 75,000

THE RESEARCH FOUNDATION FOR SUNY

SUNY OSWEGO ORSP 210 SHELDON HALL
OSWEGO,NY13126
  PC GENERAL OPERATING 50,000

FULTON COMMUNITY BASKETBALL

57 S POLLARD DRIVE
FULTON,NY13069
  PC GENERAL OPERATING 25,000

THE DESENS HOUSE

PO BOX 3124
OSWEGO,NY13126
  PC GENERAL OPERATING 50,000

OSWEGO COLLEGE FOUNDATION

215 SHELDON HALL SUNY OSWEGO
OSWEGO,NY13126
  PC GENERAL OPERATING 100,000

OSWEGO COLLEGE FOUNDATION

215 SHELDON HALL SUNY OSWEGO
OSWEGO,NY13126
  PC GENERAL OPERATING 100,000

OSWEGO COLLEGE FOUNDATION

215 SHELDON HALL SUNY OSWEGO
OSWEGO,NY13126
  PC GENERAL OPERATING 100,000

OSWEGO COLLEGE FOUNDATION

215 SHELDON HALL SUNY OSWEGO
OSWEGO,NY13126
  PC GENERAL OPERATING 100,000

CAC FOUNDATION INC

163 SOUTH FIRST STREET
FULTON,NY13069
  PC GENERAL OPERATING 30,000

CATHOLIC CHARITIES OF OSWEGO COUNTY

808 WEST BROADWAY
FULTON,NY13069
  PC GENERAL OPERATING 30,000

CENTRAL NEW YORK LYM & DISEASE ALLIANCE

131 WEST SENECA STREET BOX 9
MANLIUS,NY13104
  PC GENERAL OPERATING 20,000

OSWEGO COUNTY HABITAT FOR HUMANITY

PO BOX 5255
OSWEGO,NY13126
  PC GENERAL OPERATING 32,500

OSWEGO HEALTH FOUNDATION

110 WEST SIXTH STREET
OSWEGO,NY13126
  PC GENERAL OPERATING 100,000
Total .................................right arrow 3a 1,542,825
bApproved for future payment

CENTERSTATE CEO - FULTON BLOCK BUILDERS
115 W FAYETTE ST
SYRACUSE,NY13202
  PC GENERAL OPERATING 325,000

OSWEGO HEALTH FOUNDATION
110 WEST SIXTH STREET
OSWEGO,NY13069
  PC GENERAL OPERATING 100,000

SUNY OSWEGO COLLEGE FOUNDATION
219 SHELDON AVE
OSWEGO,NY13126
  PC GENERAL OPERATING 500,000

THE RESEARCH FOUNDATION FOR SUNY - OSWEGO RENAISSANCE ASSOCIATION
221 HEWITT UNION
OSWEGO,NY13126
  PC GENERAL OPERATING 325,000
Total ................................. right arrow 3b 1,250,000
Form 990-PF (2022)
Page 12
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 603,962  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 216,997  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGRANT FUNDS RETURNED
    01 11,090  
bDEFERRED FEDERAL EXCISE TAX     01 81,732  
cLEGACY BOOK SALES     01 461  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 914,242 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
914,242
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Page 13
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow 2023-08-02 right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name RICHARD FARLEY JR CPA Preparer's Signature   Date2023-08-02 Check if self-
employed right arrow
PTIN P01083459
Firm's name SmallBulletBOWERS & COMPANY CPAS PLLC
 
Firm's EIN SmallBullet20-1317788  
Firm's address SmallBullet120 MADISON ST - 1700 AXA TOWER II
 
SYRACUSE, NY13202
Phone no. (315) 234-1100
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description