FRED L EMERSON FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FRED L EMERSON FOUNDATION INC (EIN 15-6017650)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-29
- IRS object ID
- 202402119349100705
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-29T13:33:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201317788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWERS & COMPANY CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WASHINGTON ST SUITE 500 | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 156017650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED L EMERSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 3152539621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5654 SOUTH STREET ROAD | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL J FESSENDEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3152539621 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD FARLEY JR CPA | PreparerPersonNm |
| PTIN | P01083459 | PTIN |
| Phone | 3152341100 | PhoneNum |
| Preparation | 2024-07-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $107,796,959 | 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 | $80,836 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $80,836 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,305,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,305,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,693,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,993,517 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,675,499 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $260,810 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,340,751 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,061,904 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $199,850 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,993 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $189,858 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $304,683 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,234 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $289,449 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $92,917 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,646 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $88,271 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $69,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,455 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $65,645 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $226,448 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $225,023 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,425 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $145,174 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $25,502 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $12,995 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $650 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,345 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,214 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,214 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,604 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,101 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,171,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $264,605 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $736,308 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,396,399 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,396,399 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,567,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $264,605 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,132,707 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $772,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,797,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,068 | CashBOYAmt |
| Cash EOY | $75,523 | CashEOYAmt |
| Cash EOYFMV | $75,523 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $565,456 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $468,892 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $468,892 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $62,170,059 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,715,621 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,786,325 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,751,055 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,171,819 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $22,409,444 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,785,014 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,716,786 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,699,810 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $749,443 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $392,478 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $376,190 | LandBOYAmt |
| Land EOY | $356,965 | LandEOYAmt |
| Land EOYFMV | $356,965 | LandEOYFMVAmt |
| Total Assets BOY | $94,732,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,505,606 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $107,796,959 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $94,732,842 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $95,505,606 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,732,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $95,505,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,732,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $95,505,606 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,732,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $772,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $95,505,606 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $95,505,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $12,993,517 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,318,018 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,675,499 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,675,499 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,675,499 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,782 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52,782 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52,782 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $145,174 | 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 | $145,174 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $92,392 | OverpaymentAmt |
| Applied To ES Tax | $92,392 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | EMERSONFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | DANIEL J FESSENDEN EXECUTIVE DIRE | IndividualWithBooksNm |
| Phone | 3152539621 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5654 SOUTH STREET ROAD | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
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 (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL J FESSENDEN | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | EXECUTIVE DIRECTOR | 40.00 | $249,033 | $42,807 | $610 |
| KRISTEN E RUBACKA | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | PRESIDENT | 8.00 | $23,400 | $0 | $0 |
| W GARY EMERSON | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | VICE PRESIDENT | 6.00 | $17,200 | $0 | $0 |
| LORI E ROBINSON | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | TREASURER | 4.00 | $16,500 | $0 | $1,462 |
| HEATHER A EMERSON | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | SECRETARY | 4.00 | $21,150 | $0 | $1,237 |
| SALLY E WAGNER | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $16,250 | $0 | $0 |
| W ERIC EMERSON | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $16,250 | $0 | $0 |
| ALEX KINAL-WAGNER | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $16,100 | $0 | $2,077 |
| KATELYN M PERKINS | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $15,750 | $0 | $0 |
| ELIZABETH A AUGUST | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $12,750 | $0 | $0 |
| MARY MCLEAN EVANS | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $15,500 | $0 | $2,841 |
| ANN M HUSTON | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $6,750 | $0 | $0 |
| DARLENE G MOTLEY | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $6,500 | $0 | $1,746 |
| MICHAEL F NOZZOLIO | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $7,750 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY A SBELGIO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5654 SOUTH STREET | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $55,650 | CompensationAmt |
| Employee Benefits | $25,059 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $98,045,543 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $835,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $98,880,550 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $98,880,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,483,208 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $97,397,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,869,867 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,869,867 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,782 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,453 | IncomeTaxAmt |
| Total Tax | $58,235 | TotalTaxAmt |
| Distributable Before Adj | $4,811,632 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,811,632 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,811,632 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,132,707 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,132,707 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,811,632 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $980,036 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,132,707 | QualifyingDistributionsAmt |
| Applied To Year1 | $980,036 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,152,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,658,961 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DANIEL J FESSENDEN EXECUTIVE DIRECT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5654 SOUTH STREET ROAD | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3152539621 | RecipientPhoneNum |
| Form And Info And Materials | ALL ORGANIZATIONS SUBMITTING A PROPOSAL MUST COMPLETE THE EMERSON FOUNDATION GRANT APPLICATION FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSALS ARE ACCEPTED AND CONSIDERED ON AN ONGOING BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | FRED L. EMERSON FOUNDATION, INC. DOES NOT MAKE GRANTS TO INDIVIDUALS OF FOR PROFIT ORGANIZATION AND DOES NOT SPONSOR FUNDRAISING OR POLITICAL ACTIVITIES. PROPOSALS SEEKING SUPPORT SOLELY FOR RECURRING OPERATING EXPENSES OF AN ORGANIZATION ARE STRONGLY DISCOURAGED. GRANT RECIPIENTS WILL BE EXPECTED TO PROVIDE THE FOUNDATION WITH AN EVALUATION REPORT UPON COMPLETION OF THE PROJECT FOR WHICH THE FUNDING WAS PROVIDED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILIS | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | NONE | EXEMPT | LIFE SERVICES | $3,000 |
| ALMANZO AND LAURA INGALLS WILDER ASSOCIATION | |||||||
| PO BOX 283 | MALONE | NY | 129530283 | NONE | EXEMPT | TOWARD BUILDING REPAIRS AND MAINTENANCE AT THE WILDER HOMESTEAD | $2,000 |
| AUBURN YMCA-WEIU | |||||||
| 27 WILLIAM STREET | AUBURN | NY | 13021 | NONE | EXEMPT | 2023 MEMBERSHIP & MARKETING PLAN | $75,000 |
| AUBURN BEAUTIFICATION COMMISSION | |||||||
| 360 GRANT AVENUE ROAD | AUBURN | NY | 13021 | NONE | EXEMPT | AUBURN CONSERVATION CORPS SUMMER TRAINING CAMP | $2,954 |
| AUBURN PUBLIC THEATER | |||||||
| 8 EXCHANGE STREET PO BOX 771 | AUBURN | NY | 13021 | NONE | EXEMPT | STRATEGIC OPERATING SUPPORT | $25,000 |
| AURORA FREE LIBRARY | |||||||
| 370 MAIN STREET PO BOX 85 | AURORA | NY | 13026 | NONE | EXEMPT | OPERATING SUPPORT | $1,000 |
| AURORA OF CNY INC | |||||||
| 1065 JAMES STREET | SYRACUSE | NY | 13203 | NONE | EXEMPT | FIRST LINE OF SIGHT SUPPORT GROUP FOR THE BLIND AND VISUALLY IMPAIRED | $38,400 |
| AURORA VOLUNTEER FIRE DEPARTMENT | |||||||
| 456 MAIN ST | AURORA | NY | 13026 | NONE | EXEMPT | AURORA VOLUNTEER FIRE DEPARTMENT STRETCHER REPLACEMENT | $50,000 |
| BALDWINSVILLE COMMUNITY SCHOLARSHIP FOUNDATION INC | |||||||
| PO BOX 88 | BALDWINSVILLE | NY | 13027 | NONE | EXEMPT | ENDOWMENT TOWARDS THE "TERRY DILLON DOLLARS FOR SCHOLARS" SCHOLAR | $10,000 |
| BEREA COLLEGE | |||||||
| CPO 2216 101 CHESTNUT ST | BEREA | KY | 40404 | NONE | EXEMPT | BUILDING A TECHNOLOGY FUTURE LIKE NO OTHER: A CAMPAIGN FOR TWO NEW TECHNOLOGY AND DESIGN BUILDINGS | $150,000 |
| BROOKLYN PUBLIC LIBRARY | |||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | NONE | EXEMPT | UNRESTRICTED | $3,000 |
| CANAL SOCIETY OF NEW YORK STATE | |||||||
| C/O 31 OAKLEAF DRIVE | STUYVESANT | NY | 12173 | NONE | EXEMPT | CANAL SOCIETY LIBRARY - A NEW BEGINNING AT PORT BYRON | $50,000 |
| CANDID (FORMERLY FOUNDATION CENTER) | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | NONE | EXEMPT | GENERAL OPERATING SUPPORT 2023 | $4,000 |
| CASPAR GREGORY CAMP INC | |||||||
| 1803 LAKE ROAD PO BOX 322 | AURORA | NY | 13026 | NONE | EXEMPT | OPERATING SUPPORT | $1,000 |
| CAYUGA CO EMERSON PARK | |||||||
| 6914 EAST LAKE RD | AUBURN | NY | 13021 | NONE | EXEMPT | 2023 EMERSON PARK PROGRAMMING | $40,000 |
| CENTER FOR THE ARTS OF HOMER INC | |||||||
| 72 S MAIN STREET | HOMER | NY | 130771630 | NONE | EXEMPT | EAST BRICK WALL REBUILDING PROJECT | $15,000 |
| CHAPEL HOUSE INC | |||||||
| PO BOX 734 | AUBURN | NY | 13021 | NONE | EXEMPT | MEN'S EMERGENCY SHELTER CERTIFICATION PROJECT | $100,000 |
| CITY OF AUBURN | |||||||
| 24 SOUTH STREET | AUBURN | NY | 13021 | NONE | EXEMPT | CASEY PARK SKATE PARK | $150,000 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | EXEMPT | A GREENHOUSE FOR COLGATE UNIVERSITY'S COMMUNITY GARDEN | $25,000 |
| CONFIDENTIAL HELP FOR ALCOHOL & DRUGS INC | |||||||
| 75 GENESEE STREET SUITE 4 | AUBURN | NY | 13021 | NONE | EXEMPT | TOWARD TEEN INTERVENE IN HONOR OF JUSTIN ABRAMS | $1,000 |
| CORNELL UNIVERSITY | |||||||
| 274 ROBERTS HALL | ITHACA | NY | 14853 | NONE | EXEMPT | CALS ANNUAL FUND AND TO SUPPORT THE CREATION OF A SUMMER INTERNSHIP PROGRAM | $10,000 |
| DAVID'S REFUGE INC | |||||||
| 5800 HERITAGE LANDING DR SUITE B | EAST SYRACUSE | NY | 13057 | NONE | EXEMPT | SUPPORT TO ENHANCE COMMUNITY REACH THROUGH UPDATED MARKETING, WEBSITE, AND TRADEMARKING/COPYRIGHTING | $14,000 |
| E JOHN GAVRAS CENTER | |||||||
| 182 NORTH STREET | AUBURN | NY | 13021 | NONE | EXEMPT | DOLLY PARTON IMAGINATION LIBRARY | $5,000 |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | NONE | EXEMPT | 2023 MEMBERSHIP DUES | $815 |
| FAME FUND FOR ADVANCEMENT OF MINORITIES THROUGH EDUCATION | |||||||
| PO BOX 100073 | PITTSBURGH | PA | 15233 | NONE | EXEMPT | TOWARD PROGRAMS OFFERED | $7,500 |
| FINGER LAKES HEALTH FOUNDATION INC | |||||||
| 196 NORTH ST | GENEVA | NY | 14456 | NONE | EXEMPT | TO BENEFIT THE HEALTH AND SAFETY OF THE FL COMMUNITY | $5,000 |
| FINGER LAKES LAND TRUST | |||||||
| 202 EAST COURT ROAD | ITHACA | NY | 14850 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| FINGER LAKES SPCA OF CNY | |||||||
| 41 YORK ST | AUBURN | NY | 13148 | NONE | EXEMPT | CAPITAL CAMPAIGN | $4,000 |
| FIRST PRESBYTERIAN CHURCH OF KING FERRY | |||||||
| 8813 STATE RTE 90 | KING FERRY | NY | 13081 | NONE | EXEMPT | CHURCH STEEPLE REHABILITATION | $18,000 |
| FIRST TEE SYRACUSE | |||||||
| 5050 JAMESVILLE RD | JAMESVILLE | NY | 13078 | NONE | EXEMPT | MULI-USE UTILITY TRACTOR | $10,559 |
| FOOD BANK OF CENTRAL NEW YORK | |||||||
| 4585 WEST SENECA TURNPIKE | SYRACUSE | NY | 13215 | NONE | EXEMPT | GENERAL OPERATING SUPPORT | $15,000 |
| FORT HILL CEMETERY ASSOCIATION | |||||||
| 19 FORT STREET | AUBURN | NY | 13021 | NONE | EXEMPT | FOR COMBATTING COMMUNITY DETERIORATION, FOCUSING ON AREAS OPEN TO THE PUBLIC OR THE PUBLICS VIEW | $2,500 |
| GEORGE EASTMAN MUSEUM | |||||||
| 900 EAST AVENUE | ROCHESTER | NY | 146072298 | NONE | EXEMPT | UNRESTRICTED, IN HONOR OF DANIEL M. MEYERS | $1,000 |
| GOOD SHEPHERD MINISTRIES OF WILMINGTON INC | |||||||
| 811 MARTIN ST | WILMINGTON | NC | 28401 | NONE | EXEMPT | GENERAL OR CAPITAL PURPOSES | $5,000 |
| GREENWICH ALLIANCE FOR EDUCATIONFOUNDATION INC | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | EXEMPT | AVID SUCCESS | $4,000 |
| GREENWICH LIBRARY | |||||||
| 101 WEST PUTNAM AVE | GREENWICH | CT | 06807 | NONE | EXEMPT | CHILDREN'S PROGRAMS & OUTREACH | $3,000 |
| HAMILTON COLLEGE | |||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 133231218 | NONE | EXEMPT | TOWARD ALEX - STUDENT CENTERED ADVISING AT HAMILTON COLLEGE | $100,000 |
| HEALING H'ARTS | |||||||
| 1131 KINGS CORNER RD | UNION SPRINGS | NY | 13160 | NONE | EXEMPT | OPERATING SUPPORT | $1,000 |
| HOBART AND WILLIAM SMITH COLLEGES | |||||||
| 300 PULTENEY STREET | GENEVA | NY | 14456 | NONE | EXEMPT | TO SUPPORT THE EFFORTS OF THE FINGER LAKES INSTITUTE | $25,000 |
| HOPE FOR HEATHER | |||||||
| PO BOX 2208 | LIVERPOOL | NY | 13089 | NONE | EXEMPT | OVARIAN CANCER RESEARCH AND AWARENESS | $10,000 |
| HOPE HALL SCHOOL | |||||||
| 1612 BUFFALO ROAD | ROCHESTER | NY | 14624 | NONE | EXEMPT | HOPE FOR TOMORROW CAMPAIGN | $5,000 |
| HOWLAND STONE STORE MUSEUM | |||||||
| PO BOX 124 2956 STATE ROUTE 34B | AURORA | NY | 13026 | NONE | EXEMPT | OPENDORE BUILDING PROJECT | $1,000 |
| INDIAN MOUND CEMETERY ASSOCIATION | |||||||
| PO BOX 924 1885 E CAYUGA ST | MORAVIA | NY | 131180924 | NONE | EXEMPT | TOWARD COMBATING COMMUNITY DETERIORIATION, FOCUSING ON AREAS OPEN TO THE PUBLIC OR THE PUBLIC'S VIEW. | $26,000 |
| KIDS IN CRISIS INC | |||||||
| ONE SALEM STREET | COS COB | CT | 06807 | NONE | EXEMPT | SAFEHAVEN | $4,000 |
| KING FERRY FOOD PANTRY | |||||||
| PO BOX 242 | KING FERRY | NY | 13081 | NONE | EXEMPT | OPERATING SUPPORT | $1,000 |
| LITERACY VOLUNTEERS OF CAYUGA COUNTY INC | |||||||
| 125 GENESEE ST | AUBURN | NY | 130213617 | NONE | EXEMPT | TOWARD PROGRAMS OFFERED | $5,000 |
| LITTLE LEAGUE BASEBALL OF AUBURN | |||||||
| PO BOX 492 | AUBURN | NY | 13021 | NONE | EXEMPT | 2023 TEAM SPONSORSHIP - LIL GIANTS | $425 |
| LOUISE WELLS CAMERON ART MUSEUM | |||||||
| 3201 S 17TH ST | WILMINGTON | NC | 28412 | NONE | EXEMPT | GENERAL PURPOSES | $5,000 |
| MADISON COUNTY CHILDREN'S CAMP | |||||||
| PO BOX 753 | ONEIDA | NY | 13421 | NONE | EXEMPT | CAMPER'S NEW ATHLETIC PAVILION | $30,000 |
| MANLIUS PEBBLE HILL SCHOOL | |||||||
| 5300 JAMESVILLE RD | SYRACUSE | NY | 13214 | NONE | EXEMPT | ANNUAL FUND | $5,000 |
| MATTHEW HOUSE INC | |||||||
| 43 METCALF DRIVE | AUBURN | NY | 13021 | NONE | EXEMPT | UNRESTRICTED | $13,000 |
| MINISTRO MINISTRIES INC | |||||||
| PO BOX 1277 | AUBURN | NY | 13021 | NONE | EXEMPT | $2,500-MINISTRO MINISTRIES' SUICIDE PREVENTION AND ANTI BULLYING INITIATIVES, $2,500-LJ'S SAFE PLACE | $5,000 |
| MUSICAL ASSOCIATES OF CENTRAL NEW YORK | |||||||
| 450 S SALINA ST SUITE 100 | SYRACUSE | NY | 13202 | NONE | EXEMPT | JULY 3RD PATRIOTIC CELEBRATION IN EMERSON PARK | $20,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K ST NW SUITE 350 | WASHINGTON | DC | 20006 | NONE | EXEMPT | 2023 PROGRAMS AND SERVICES | $4,000 |
| NICK'S RIDE 4 FRIENDS INC | |||||||
| 13 CHAPEL STREET | AUBURN | NY | 13021 | NONE | EXEMPT | GENERAL OPERATING SUPPORT | $5,000 |
| NY FUNDERS ALLIANCE | |||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | NONE | EXEMPT | 2023 PROGRAMS AND SERVICES | $3,500 |
| OPERATION WARM | |||||||
| PO BOX 822431 | PHILADELPHIA | PA | 191822431 | NONE | EXEMPT | NEW COATS & SHOES FOR AUBURN CHILDREN IN NEED | $10,000 |
| OWASCO LAKE WATERSHED MANAGEMENT COUNCIL | |||||||
| 6073 W LAKE RD | AUBURN | NY | 13021 | NONE | EXEMPT | FILLMORE NATURE PRESERVE- CONSERVATION EDUCATION KIOSK, ACCESS LOT, AND TRAIL NETWORK | $9,117 |
| OWASCO WATERSHED LAKE ASSOCIATION | |||||||
| PO BOX 1 | AUBURN | NY | 13021 | NONE | EXEMPT | ROADSIDE DITCHES REMEDIATION COST SHARING PROGRAM | $25,000 |
| PFI HOUSING COMPANY OF AUBURN INC | |||||||
| 149 GENESEE STREET | AUBURN | NY | 13021 | NONE | EXEMPT | BOYLE CENTER SHELTER PROJECT | $45,000 |
| PITTSBURGH OPERA INC | |||||||
| 2425 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | EXEMPT | UNRESTRICTED, IN HONOR OF ANN M. DUGAN | $1,000 |
| POWERS LIBRARY ASSOCIATION | |||||||
| 29 CHURCH STREET PO BOX 71 | MORAVIA | NY | 13118 | NONE | EXEMPT | UNRESTRICTED | $2,000 |
| PRESBYTERIAN SENIORCARE | |||||||
| 1215 HULTON ROAD | OAKMONT | PA | 15139 | NONE | EXEMPT | TOWARD SERVICES OFFERED | $5,000 |
| ROCHESTER LESBIAN & GAY FILM & VIDEO FESTIVAL INC | |||||||
| 274 N GOODMAN ST STE A203 | ROCHESTER | NY | 14607 | NONE | EXEMPT | TOWARD ROCHESTER LGBTQ+ TOGETHER | $5,000 |
| SAGE-UPSTATE | |||||||
| 431 EAST FAYETTE STREET | SYRACUSE | NY | 13202 | NONE | EXEMPT | UNRESTRICTED | $5,000 |
| SAMARITAN COUNSELING CENTER OF THE SOUTHERN TIER | |||||||
| 3001 EAST MAIN STREET | ENDWELL | NY | 13760 | NONE | EXEMPT | THE COMMUNITY SCHOOLS AND FAMILY PROGRAM | $20,000 |
| SENECA FALLS LIBRARY | |||||||
| 47 CAYUGA ST | SENECA FALLS | NY | 13148 | NONE | EXEMPT | TO PROVIDE NEEDED FINANCIAL SUPPORT TO THE LIBRARY | $5,000 |
| SEWARD HOUSE MUSEUM | |||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | NONE | EXEMPT | TOWARD PERMANENT ENDOWMENT FUND | $205,614 |
| SLEEP IN HEAVENLY PEACE INC | |||||||
| 1560 ELDRIDGE AVENUE | TWIN FALLS | ID | 83301 | NONE | EXEMPT | UNRESTRICTED | $19,500 |
| SMITH CENTER FOR THE ARTS | |||||||
| 82 SENECA ST | GENEVA | NY | 144563504 | NONE | EXEMPT | ROOF REPLACEMENT PROJECT AT THE SMITH | $25,000 |
| SOUTHERN CAYUGA ANNE FRANK TREE PROJECT INCORPORATED | |||||||
| 2384 NY-34B | AURORA | NY | 13026 | NONE | EXEMPT | OPERATING SUPPORT | $1,000 |
| SOUTHERN CAYUGA INSTANT AID | |||||||
| PO BOX 7 | POPLAR RIDGE | NY | 13139 | NONE | EXEMPT | OPERATING SUPPORT | $1,000 |
| SPECIAL OLYMPICS CONNECTICUT INC | |||||||
| 2666 STATE STREET 1 | HAMDEN | CT | 065172232 | NONE | EXEMPT | GREENWICH CHAPTER | $2,500 |
| ST MARY'S CHURCH | |||||||
| 15 CLARK STREET | AUBURN | NY | 130213589 | NONE | EXEMPT | UNRESTRICTED, IN HONOR OF CARLO STEBBINGS AND JONATHAN ROBSON | $2,000 |
| SYRACUSE UNIVERSITY | |||||||
| 640 SKYTOP ROAD | SYRACUSE | NY | 132445040 | NONE | EXEMPT | SUSAN A. SOVIE '94 SCHOLARSHIP FUND | $5,000 |
| THE ANTIQUE BOAT MUSEUM | |||||||
| 750 MARY STREET | CLAYTON | NY | 13624 | NONE | EXEMPT | UNRESTRICTED | $10,000 |
| THE FREDERICK GUNN SCHOOL | |||||||
| 99 GREEN HILL ROAD | WASHINGTON | CT | 067939985 | NONE | EXEMPT | UNRESTRICTED | $13,000 |
| THE NATURE CONSERVANCY | |||||||
| 274 N GOODMAN STREET SUITE B261 | ROCHESTER | NY | 14607 | NONE | EXEMPT | WATERSHED AND PUBLIC DRINKING WATER SUPPLY PROTECTION | $100,000 |
| THE REV THEATRE COMPANY | |||||||
| 282 NORTH STREET SUITE B | AUBURN | NY | 13021 | NONE | EXEMPT | 2023 SUPPORT, GENERAL OPERATING SUPPORT, APARTMENT RENOVATIONS, HOUSING NEEDS | $197,500 |
| THE SATO PROJECT | |||||||
| 130 WATER STREET | BROOKLYN | NY | 11201 | NONE | EXEMPT | 2023 FREEDOM FLIGHT SUPPORT | $20,000 |
| THE UPSTATE FOUNDATION | |||||||
| 750 EAST ADAMS STREET | SYRACUSE | NY | 13210 | NONE | EXEMPT | CAMPAIGN FOR CHILD AND ADOLESCENT MENTAL HEALTH | $130,000 |
| TRANSPORTATION PROJECT FOR CAYUGA COUNTY INC | |||||||
| 17 NELSON STREET | AUBURN | NY | 13021 | NONE | EXEMPT | GENERAL OPERATING SUPPORT | $12,500 |
| UNION SPRINGS FIRE DEPARTMENT | |||||||
| 257 CAYUGA STREET PO BOX 72 | UNION SPRINGS | NY | 13160 | NONE | EXEMPT | 2024 UTILITY TASK VEHICLE | $15,000 |
| UNITED MINISTRY OF AURORA | |||||||
| 337 MAIN STREET | AURORA | NY | 13026 | NONE | EXEMPT | UMA BUILDING RESTORATION PROJECT | $35,000 |
| UNITED WAY OF CAYUGA COUNTY | |||||||
| 2 STATE STREET SUITE 2 | AUBURN | NY | 130213625 | NONE | EXEMPT | SUPPORT TOWARDS THE 2023-24 UNITED WAY OF CAYUGA COUNTY CAMPAIGN: THE NEXT 100 YEARS | $50,815 |
| UNITY HOUSE OF CAYUGA COUNTY INC | |||||||
| 217 GENESEE STREET SUITE 14 | AUBURN | NY | 13021 | NONE | EXEMPT | RENOVATE BATHROOM IN GROUP HOME TO MAKE IT HANDICAPPED-ACCESSIBLE FOR ALL RESIDENTS | $28,700 |
| UNIVERSITY OF ROCHESTER | |||||||
| 300 EAST RIVER ROAD | ROCHESTER | NY | 14627 | NONE | EXEMPT | CLASS OF 1995 MELIORA GEORGE EASTMAN CIRCLE SCHOLARSHIP & STUDENT INTERNSHIPS | $17,000 |
| UTICA UNIVERSITY | |||||||
| 1600 BURRSTONE RD | UTICA | NY | 13502 | NONE | EXEMPT | UTICA UNIVERSITYS CYBER RANGE & CRIME LABORATORY | $90,000 |
| WELLS COLLEGE | |||||||
| 170 MAIN STREET | AURORA | NY | 13026 | NONE | EXEMPT | $5,000 TOWARD WELLS ANNUAL FUND; $3,000 TOWARD ONGOING MAINTENANCE OF TENNIS COURTS AND THE LAUNCH OF A HOSPITALITY MANAGEMENT PROGRAM | $108,000 |
| WEST LAKE ART CONSERVATION CENTER | |||||||
| 420 RAILROAD ST PO BOX 45 | SKANEATELES | NY | 13152 | NONE | EXEMPT | CRITICAL SYSTEMS CAPACITY RAMP UP FOR NEW FACILITY | $50,000 |
| YWCA OF GREENWICH CT | |||||||
| 259 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | EXEMPT | DOMESTIC ABUSE SERVICES | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,396,399 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEREA COLLEGE | |||||||
| CPO 2216 101 CHESTNUT ST | BEREA | KY | 40404 | NONE | EXEMPT | BUILDING A TECHNOLOGY FUTURE LIKE NO OTHER: A CAMPAIGN FOR TWO NEW TECHNOLOGY AND DESIGN BUILDINGS | $150,000 |
| CAYUGA CO EMERSON PARK | |||||||
| 160 GENESEE STREET | AUBURN | NY | 13021 | NONE | EXEMPT | EMERSON PARK: CONCERT VENUE DESIGN DEVELOPMENT | $201,000 |
| CAYUGA MUSEUM OF HISTORY AND ART | |||||||
| 205 GENESEE STREET | AUBURN | NY | 13021 | NONE | EXEMPT | WEST END ARTS CAMPUS | $129,000 |
| FINGER LAKES SPCA OF CNY | |||||||
| 41 YORK ST | AUBURN | NY | 13021 | NONE | EXEMPT | FINGER LAKES SPCA SHELTER RENOVATION PROJECT | $80,000 |
| HAMILTON COLLEGE | |||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 133231218 | NONE | EXEMPT | ALEX--ADVISE, LEARN, EXPERIENCE--STUDENT-CENTERED ADVISING AT HAMILTON COLLEGE | $100,000 |
| SCHWEINFURTH MEMORIAL ART CENTER | |||||||
| 205 GENESEE STREET | AUBURN | NY | 13021 | NONE | EXEMPT | WEST END ARTS CAMPUS | $421,000 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | EXEMPT | MCCAFFERY-WAGMAN TENNIS AND WELLNESS CENTER | $450,000 |
| THE UPSTATE FOUNDATION | |||||||
| 750 EAST ADAMS STREET | SYRACUSE | NY | 13210 | NONE | EXEMPT | CAMPAIGN FOR CHILD AND ADOLESCENT MENTAL HEALTH | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,656,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,836 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,305,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,693,536 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $260,810 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,340,751 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,340,751 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND PROFESSIONAL FEES | CategoryTxt |
| Amt | $69,100 | Amt |
| Net Investment Income | $3,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $65,645 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN HIGH INCOME INSTITUTIONAL | $1,407,822 | $1,491,469 |
| BAIRD AGGREGATE BOND INST | $8,741,493 | $8,070,947 |
| BLACKROCK STRATEGIC INCOME OPPS INSTL | $3,926,956 | $3,729,166 |
| BRANDYWINEGLOBAL GLOBAL OPP BOND IS | $1,301,208 | $1,383,748 |
| METROPOLITAN WEST TOTAL RETURN BD PLAN | $6,201,625 | $5,282,190 |
| SCHWAB TREASURY INFL PROTECTED SECS IDX | $1,340,897 | $1,341,267 |
| VANGUARD TOTAL BOND MARKET INDEX ADM | $1,194,153 | $1,052,185 |
| VANGUARD TOTAL BOND ETF | $57,665 | $58,472 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARON EMERGING MARKETS INSTITUTIONAL | $3,248,314 | $3,076,962 |
| COHEN & STEERS GLOBAL REALTY I | $2,102,323 | $1,953,811 |
| CONESTOGA SMALL CAP INSTITUTIONAL | $1,868,952 | $2,267,261 |
| DODGE & COX INTERNATIONAL STOCK I | $5,862,671 | $6,873,359 |
| FIDELITY INTERNATIONAL I INDEX | $4,945,247 | $5,879,419 |
| FIDELITY 500 INDEX | $13,538,564 | $20,213,973 |
| HOTCHKIS & WILE SM CP DIVERS VAL I | $2,020,228 | $2,181,371 |
| MFS INTERNATIONAL EQUITY R6 | $5,981,470 | $7,131,730 |
| PIMCO RAE EMERGING MARKETS INSTL | $331,103 | $3,184,960 |
| PRINCIPAL DIVERSIFIED REAL ASSET INSTL | $4,117,387 | $3,712,807 |
| SCHWAB US MID-CAP INDEX | $5,900,150 | $6,835,710 |
| SPDR S&P 500 ETF | $2,444,713 | $8,126,935 |
| BRIDGEWAY ULTRA-SMALL COMPANY MARKET | $107,581 | $84,037 |
| DFA EMERGING MARKETS VALUE I | $95,322 | $92,032 |
| DFA INTERNATIONAL SMALL COMPANY I | $93,596 | $85,184 |
| AVANTIS US LARGE CAP ETF | $112,706 | $117,253 |
| AVANTIS US SMALL CAP ETF | $84,335 | $90,698 |
| DIMENSIONAL US HIGH ETF | $112,977 | $115,727 |
| ISHARES CORE MSCI ETF | $219,771 | $188,916 |
| ISHARES CORE MSCI EAFE ETF | $419,288 | $414,713 |
| ISHARES CORE S&P ETF | $158,755 | $166,164 |
| ISHARES CORE S&P MID-CAP ETF | $311,119 | $324,266 |
| ISHARES CORE S&P 500 ETF | $1,087,341 | $1,158,253 |
| ISHARES MSCI EAFE VALUE ETF | $80,199 | $85,705 |
| ISHARES US TREASURY BOND ETF | $119,422 | $118,656 |
| SCHWAB US TIPS ETF | $234,840 | $198,621 |
| VANGUARD SHRT INF PROT ETF | $117,247 | $107,802 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AP VIII (APAX) PRIVATE INVESTORS OFFSHORE LP - CLASS A | AT COST | $544,513 | $544,513 |
| ASIAN INFRASTRUCTURE & RELATED RESOURCES OPPORTUNITY FUND US, LLC (US TAX-EX | AT COST | $354,923 | $354,923 |
| BCP VI PRIVATE INVESTORS OFFSHORE, LP | AT COST | $321,898 | $321,898 |
| BLACKSTONE REAL ESTATE VII PRIVATE INVESTORS, LP (BREP OFFSHORE) CLASS A | AT COST | $243,997 | $243,997 |
| BREP ASIA PRIVATE INVESTORS OFFSHORE, L.P. | AT COST | $175,002 | $175,002 |
| BSREP II (BROOKFIELD) PRIVATE INVESTORS OFFSHORE, L.P. | AT COST | $1,250,000 | $578,440 |
| CARLYLE ASIA PARTNERS III PRIVATE INVESTORS OFFSHORE, L.P. | AT COST | $93,161 | $93,161 |
| CCMP III PRIVATE INVESTORS OFFSHORE, L.P. - CLASS A | AT COST | $161,409 | $161,409 |
| CLAYTON, DUBILIER & RICE (CD&R) FUND 8, LP | AT COST | $88,982 | $88,982 |
| GIF IV PRIVATE INVESTORS OFFSHORE LP CLASS A | AT COST | $180,217 | $180,217 |
| GSO PRIVATE INVESTORS OFFSHORE II, LP CLASS A | AT COST | $326,409 | $326,409 |
| HPS MEZZANINE PRIVATE INVESTORS OFFSHORE II L.P CLASS A | AT COST | $178,640 | $178,640 |
| J.C. FLOWERS III PRIVATE INVESTORS OFFSHORE LP | AT COST | $243,535 | $243,535 |
| KKR AMERICAS XII PRIVATE INVESTORS OFFSHORE LP | AT COST | $1,250,000 | $987,944 |
| KKR ASIAN FUND II PRIVATE INVESTORS OFFSHORE, LP - CLASS A | AT COST | $733,947 | $733,947 |
| L CAPITAL ASIA 2 PRIVATE INVESTORS OFFSHORE, L.P. - CLASS A | AT COST | $3,998,713 | $504,784 |
| PEG DIFITAL GROWTH FUND OFFSHORE SPECIAL II LP | AT COST | $270,080 | $270,080 |
| PEG SECONDARY PRIVATE EQUITY INVESTORS OFFSHORE SPECIAL, L.P | AT COST | $62,161 | $62,161 |
| QUANTUM PARALLEL PARTNERS V, LP | AT COST | $235,410 | $235,410 |
| RIVERSTONE GLOBAL ENERGY AND POWER PRIVATE INVESTORS V, LP (OFFSHORE) | AT COST | $1,294,322 | $1,294,322 |
| RS GLOBAL ENERGY AND POWER PRIVATE INVESTORS OFFSHORE VI, L.P. | AT COST | $417,465 | $417,465 |
| SILVER LAKE PARTNERS IV (SLP IV) PRIVATE INVESTORS, L.P. (OFFSHORE INVESTORS | AT COST | $436,431 | $436,431 |
| STARWOOD SOF IX PRIVATE INVESTORS OFFSHORE L.P. CLASS A - NON-SELF DEALING F | AT COST | $1,250,000 | $660,569 |
| STARWOOD SOF VIII PRIVATE INVESTORS TE LLC (ONSHORE) | AT COST | $96,414 | $96,414 |
| ARMORY SQUARE VENTURES III, LP | AT COST | $12,881 | $12,881 |
| AUBURN COMMUNITY HOTEL, LP | AT COST | $70,032 | $70,032 |
| ARMORY SQUARE VENTURES, LP | AT COST | $70,269 | $70,269 |
| 500 PLUM STREET ASSOCIATES, LP | AT COST | $25,447 | $25,447 |
| CAYUGA VENTURE FUND III, L.P. | AT COST | $94,811 | $94,811 |
| CAYUGA VENTURE FUND IV, L.P. | AT COST | $110,697 | $110,697 |
| CAYUGA VENTURE FUND V, LP | AT COST | $125,020 | $125,020 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REPAIRS AND MAINTENANCE | $41,934 | $2,097 | $39,837 |
| INSURANCE | $21,966 | $1,098 | $20,868 |
| OFFICE SUPPLIES | $1,923 | $96 | $1,827 |
| DUES AND SUBSCRIPTIONS | $4,620 | $231 | $4,389 |
| MISCELLANEOUS | $2,295 | $115 | $2,180 |
| FILING FEES | $1,967 | $1,967 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $260,810 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 401(K) ADMINISTRATION | $1,500 | $75 | $1,425 |
| INVESTMENT MANAGEMENT FEES | $224,948 | $224,948 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $145,174 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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