Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Flat$1,432,298
Flat from 2013
Net Assets
$1,261,198
No earlier filing loaded for comparison.
Liabilities
Flat$171,100
Flat from 2013
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$204,638
Flat from 2013
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2012 to Aug 31, 2013
- Signed
- Jan 10, 2014
- Return Version
- 2012v2.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LEE CUTLER | Chairperson/Trustee | - | $0 | - | - |
| TOM MURPHY | Trustee | - | $0 | - | - |
| KATHLEEN DONAHUE | Trustee | - | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | NEW YORK STATE UNITED TEACHERS | REIMBURSEMENT OF EMERGENCY ASSISTANCE AND GERENTOLOGY RELATED EXPENSES | LABOR ORGANIZATION | LATHAM, NY, US | $178,937 |
Filing and Contact Details
Filer
- EIN
- 14-6030191
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| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | 350 SHS XL GROUP PLC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 1 | 25 SHS AMAZON.COM INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 2 | 30 SHS APPLE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 3 | 200 SHS BANK OF NOVA SCOTIA |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 4 | 60 SHS CELGENE CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 5 | 125 SHS DIGITAL REALTY TRUST INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 6 | 175 SHS WALT DISNEY CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 7 | 150 SHS DIRECTV |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 8 | 15 SHS GOOGLE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 9 | 65 SHS INTERCONTINENTAL EXCHANGE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 10 | 215 SHS JP MORGAN CHASE & CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 11 | 190 SHS NEXTERA ENERGY INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 12 | 70 SHS OCCIDENTAL PETE CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 13 | 160 SHS ORACLE CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 14 | 85 SHS T ROWE PRICE GROUP INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 15 | 60 SHS HENRY SCHEIN INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 16 | 145 SHS TEVA PHARMACEUTICAL INDS LTD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 17 | 85 SHS THERMO FISHER SCIENTIFIC INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 18 | 200 SHS UNITED TECHNOLOGIES CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 19 | 115 SHS ACCENTURE PLC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 20 | 225 SHS AT&T INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 21 | 200 SHS AMERICAN WATER WORKS CO INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 22 | 400 SHS CMS ENERGY CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 23 | 175 SHS CHEVRON CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 24 | 130 SHS CINCINNATI FINANCIAL CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 25 | 260 SHS COCA COLA CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 26 | 90 SHS CONOCOPHILLIPS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 27 | 75 SHS COSTCO WHOLESALE CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 28 | 150 SHS EMC CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 29 | 100 SHS ENERGEN CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 30 | 100 SHS ENERGIZER HOLDINGS INC. |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 31 | 145 SHS FAMILY DLR STORES INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 32 | 150 SHS H J HEINZ CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 33 | 400 SHS INTEL CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 34 | 45 SHS IBM |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 35 | 125 SHS JOHNSON & JOHNSON |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 36 | 243 SHS KRAFT FOODS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 37 | 20 SHS MASTERCARD INC. |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 38 | 110 SHS MCCORMICK & CO INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 39 | 90 SHS MCDONALDS CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 40 | 75 SHS MCKESSON CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 41 | 200 SHS MERCK & CO INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 42 | 160 SHS METLIFE CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 43 | 270 SHS MICROSOFT CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 44 | 140 SHS NIKE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 45 | 100 SHS NORFOLK SOUTHERN CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 46 | 145 SHS NOVARTIS AG |
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| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 49 | 85 SHS PRAXAIR INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 50 | 10 SHS PRICELINE.COM INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 51 | 165 SHS PROCTOR & GAMBLE CO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 52 | 300 SHS PUBLIC SERVICE ENTERPRISE GROUP |
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| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 57 | 135 SHS VERIZON COMMUNICATIONS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 58 | 150 SHS DANAHER CORP. |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 59 | 140 SHS EATON CORP PLC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 60 | 165 SHS GILEAD SCIENCES INC. |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 61 | 250 SHS LENNAR CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 62 | 525 SHS MORGAN STANLEY |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 63 | 120 SHS NEWMONT MINING CORP. |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 64 | 235 SHS SUNTRUST BANKS INC. |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 65 | 260 SHS WELLS FARGO |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 66 | 275 SHS XL GROUP PLC |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 67 | 225 SHS ZION BANCORP |
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| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 4 | 1000 SHS ISHARES MSCI CANADA INDEX FUND |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 5 | 510 SHS ISHARES MSCI PAC EX-JPN INDEX FUND |
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| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 10 | 3947 SHS ASTON/FAIRPOINTE MIDCAP FUND |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 11 | 7633 SHS NEUBERGER BERMAN EMERG MKTS EQTY |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 12 | 4156 SHS ROYCE FD |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 13 | 6168 SHS PIMCO FUNDS - TOTAL RETURN FUND |
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| IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm | 0 | 82730 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps | 0 | 178937 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss | 0 | 178937 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm | 0 | 40735 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm | 0 | 40735 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss | 0 | 40735 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses | 0 | -72319 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice | 0 | 584244 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm | 0 | 8854 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm | 0 | 8854 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss | 0 | 8854 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss | 0 | 82730 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome | 0 | 111978 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm | 0 | 14981 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss | 0 | 14981 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome | 0 | 49589 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps | 0 | 178937 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm | 0 | 20341 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss | 0 | 204638 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome | 0 | 132319 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses | 0 | 132319 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm | 0 | 20341 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss | 0 | 25701 |
| IRS990PF/BalanceSheets/AccountsPayableBOY | 0 | 184071 |
| IRS990PF/BalanceSheets/AccountsPayableEOY | 0 | 171100 |
| IRS990PF/BalanceSheets/AccountsReceivable | 0 | 3381 |
| IRS990PF/BalanceSheets/AccountsReceivableBOY | 0 | 3929 |
| IRS990PF/BalanceSheets/AccountsReceivableEOY | 0 | 3381 |
| IRS990PF/BalanceSheets/AccountsReceivableEOYFMV | 0 | 3381 |
| IRS990PF/BalanceSheets/CashBOY | 0 | 9895 |
| IRS990PF/BalanceSheets/CashEOY | 0 | 35369 |
| IRS990PF/BalanceSheets/CashEOYFMV | 0 | 35369 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockBOY | 0 | 471596 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOY | 0 | 376757 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV | 0 | 502980 |
| IRS990PF/BalanceSheets/InvestmentsGovtObligBOY | 0 | 245370 |
| IRS990PF/BalanceSheets/InvestmentsGovtObligEOY | 0 | 146733 |
| IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV | 0 | 151151 |
| IRS990PF/BalanceSheets/InvestmentsOtherBOY | 0 | 788048 |
| IRS990PF/BalanceSheets/InvestmentsOtherEOY | 0 | 870058 |
| IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV | 0 | 911891 |
| IRS990PF/BalanceSheets/OrgThatFollowSFAS117 | 0 | X |
| IRS990PF/BalanceSheets/PermanentlyRestrictedBOY | 0 | 357094 |
| IRS990PF/BalanceSheets/PermanentlyRestrictedEOY | 0 | 357094 |
| IRS990PF/BalanceSheets/TotalAssetsBOY | 0 | 1518838 |
| IRS990PF/BalanceSheets/TotalAssetsEOY | 0 | 1432298 |
| IRS990PF/BalanceSheets/TotalAssetsEOYFMV | 0 | 1604772 |
| IRS990PF/BalanceSheets/TotalLiabilitiesBOY | 0 | 184071 |
| IRS990PF/BalanceSheets/TotalLiabilitiesEOY | 0 | 171100 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY | 0 | 1518838 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY | 0 | 1432298 |
| IRS990PF/BalanceSheets/TotalNetAssetsBOY | 0 | 1334767 |
| IRS990PF/BalanceSheets/TotalNetAssetsEOY | 0 | 1261198 |
| IRS990PF/BalanceSheets/UnrestrictedBOY | 0 | 977673 |
| IRS990PF/BalanceSheets/UnrestrictedEOY | 0 | 904104 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome | 0 | 82730 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 0 | 501514 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 0 | 2012-09-01 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 0 | 2013-08-31 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 0 | SEE STATEMENT AA |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 0 | 82730 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 0 | 82730 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 0 | 584244 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired | 0 | P |
| IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss | 0 | 82730 |
| IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses | 0 | -72319 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases | 0 | 1250 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases | 0 | 0 |
| IRS990PF/ChangesInNetAssetsFundBalances/Subtotal | 0 | 1262448 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY | 0 | 1334767 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY | 0 | 1261198 |
| IRS990PF/DistributableAmount/DeductionFrDistributableAmount | 0 | 0 |
| IRS990PF/DistributableAmount/DistributableAmountAsAdjusted | 0 | 81861 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeAdj | 0 | 81861 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeDed | 0 | 81861 |
| IRS990PF/DistributableAmount/MinimumInvestmentReturn | 0 | 82981 |
| IRS990PF/DistributableAmount/RecoveriesQlfyDistributions | 0 | 0 |
| IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome | 0 | 1120 |
| IRS990PF/DistributableAmount/TotalTax | 0 | 1120 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear | 0 | 631 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment | 0 | 1751 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax | 0 | 1120 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment | 0 | 631 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal | 0 | 1120 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome | 0 | 1120 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511 | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments | 0 | 1751 |
| IRS990PF/ExemptPF | 0 | X |
| IRS990PF/FMVAssetsEOY | 0 | 1604772 |
| IRS990PF/MethodOfAccountingAccrual | 0 | X |
| IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets | 0 | 1684903 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances | 0 | 35697 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities | 0 | 1649206 |
| IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable | 0 | 25274 |
| IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn | 0 | 82981 |
| IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets | 0 | 1659629 |
| IRS990PF/MinimumInvestmentReturn/ReductionClaimed | 0 | 0 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $1,432,298
- Liabilities
- $171,100
- Net assets
- $1,261,198
- Revenue
- -
- Expenses
- $204,638
- Net income
- -