Black Horse Tavern Society Fund Inc
EIN 472063119 Private FoundationAbout
THE BLACK HORSE TAVERN SOCIETY FUND, INC. WAS VOLUNTARILY MERGED WITH ANOTHER PRIVATE FOUNDATION - THE LOWMAN-HOWELL FOUNDATION, INC. IN A PROCESS THAT BEGAN IN EARLY 2022 AND WAS COMPLETED IN LATE DECEMBER 2022. ALL SECURITIES HELD BY THE BLACK HORSE TAVERN SOCIETY FUND, INC. WERE TRANSFERRED TO THE LOWMAN-HOWELL FOUNDATION, INC. IN OCTOBER 2022; THEY ARE NOT TREATED AS A QUALIFYING DISTRIBUTION FROM 'BLACK HORSE' TO 'LOWMAN-HOWELL'. CASH WAS ALSO TRANSFERRED BEGINNING IN OCTOBER, WITH THE FINAL TRANSFER BEING MADE IN DECEMBER 2022. THE RECEIVING ORGANIZATION IS: THE LOWMAN-HOWELL FOUNDATION, INC. EIN 22-2537870 NYS CHARITIES BUREAU ONE WEST CHURCH STREET REGISTRATION 03-73-80 ELMIRA, NY 14901 THE TAX YEAR FOR BOTH ORGANIZATIONS ENDS ON MARCH 31. THE NATURE OF THE ASSETS TRANSFERRED AND THEIR COST BASIS / BOOK VALUE AND FAIR MARKET VALUES AT THE TIME OF THE TRANSFER ARE AS FOLLOWS: COST BASIS / BOOK VALUE FAIR MARKET VALUE U.S GOVERNMENT BONDS 71,584 71,584 CORPORATE BONDS 873,414 829,660 COMMON STOCK 498,108 486,764 EQUITY ETF FUNDS 14,093 13,166 FIXED ETF FUNDS 5,010 5,001 CASH MUTUAL FUNDS 880,893 880,893 CASH 351,979 351,979 TOTAL TRANSFERRED 2,695,081 2,639,047 IN ADDITION, FORM 990-PF FOR F/Y/E 3/31/2022 FOR 'BLACK HORSE' REPORTED 104,967 OF UNDISTRIBUTED INCOME AT THE END OF THAT FISCAL YEAR. AFTER APPLYING DISBURSEMENTS FOR CHARITABLE PURPOSES FROM THIS FINAL RETURN - 12/31/2022 - THE NET UNDISTRIBUTED INCOME THAT MUST BE DISTRIBUTED BY 3/31/2023 IS 104,717, WHICH BECOMES THE OBLIGATION OF THE LOWMAN-HOWELL FOUNDATION, INC. AS SUCCESSOR TO 'BLACK HORSE'. FURTHERMORE, THE CURRENT/FINAL RETURN - 12/31/2022 - FOR 'BLACK HORSE' CALCULATES 48,811 AS THE DISTRIBUTABLE AMOUNT FOR THE CURRENT YEAR, WHICH ALSO BECOMES THE OBLIGATION OF THE LOWMAN-HOWELL FOUNDATION, INC. AS A RESULT OF THE MERGER.
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $70K | $2.5M | $344K | 4 |
| 2018 | $112K | $2.4M | $99K | 6 |
| 2019 | $120K | $2.1M | $103K | 5 |
| 2021 | $93K | $1.8M | $74K | 3 |
| 2022 | N/A | $0 | $283K | N/A |
Grant Size Distribution
Based on 18 grants on record
Geographic Distribution
Officers & Directors
Grants Awarded (18 total)
| Purpose | ||||
|---|---|---|---|---|
| Elmira College | Elmira, NY | $53,000 | ANNUAL FUND | 2021 |
| Elmira College | Elmira, NY | $50,000 | ANNUAL FUND | 2019 |
| Elmira College | Elmira, NY | $50,000 | ANNUAL FUND | 2018 |
| Elmira College | Elmira, NY | $40,000 | ANNUAL FUND | 2017 |
| Arnot Health Foundation | Elmira, NY | $25,000 | GENERAL SUPPORT | 2018 |
| Arnot Art Museum | Elmira, NY | $20,000 | GENERAL SUPPORT | 2019 |
| Clemens Center | Elmira, NY | $20,000 | GENERAL SUPPORT | 2019 |
| Finger Lakes Land Trust | Ithaca, NY | $20,000 | LAND PURCHASE | 2019 |
| Clemens Center | Elmira, NY | $20,000 | GENERAL SUPPORT | 2021 |
| Finger Lakes Land Trust | Ithaca, NY | $20,000 | CAPITAL CAMAIGN | 2021 |
| Finger Lakes Land Trust | Ithaca, NY | $12,000 | LAND PURCHASE | 2018 |
| Chemung County Historical Society | Elmira, NY | $10,000 | GENERAL SUPPORT | 2019 |
| Arnot Art Museum | Elmira, NY | $10,000 | GENERAL SUPPORT | 2017 |
| Clemens Center | Elmira, NY | $10,000 | GENERAL SUPPORT | 2017 |
| Chemung County Historical Society | Elmira, NY | $10,000 | GENERAL SUPPORT | 2017 |
| Arnot Art Museum | Elmira, NY | $10,000 | GENERAL SUPPORT | 2018 |
| Clemens Center | Elmira, NY | $10,000 | GENERAL SUPPORT | 2018 |
| Chemung County Historical Society | Elmira, NY | $5,000 | GENERAL SUPPORT | 2018 |
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