WILLIAM G POMEROY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WILLIAM G POMEROY FOUNDATION (EIN 20-6572301)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202433189349101378
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T09:24:12-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330996661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DANNIBLE & MCKEE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1221 SOUTH WARREN STAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206572301EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILLIAM G POMEROY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone3159134060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1492 E BRIGHTON AVEAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM G POMEROYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3159134060PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHANNON T FORKIN CPAPreparerPersonNm
PTINP00973625PTIN
Phone3154729127PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$96,709,252FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$61,209InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$61,209InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,228,688DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,228,688DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$886,023NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,336,541GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$886,023CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11,373OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$11,373OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,187,293TotalRevAndExpnssAmt
Total Net Invst Incm$2,187,293TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$180,923CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$180,923CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$329,162OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$329,162OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$38,317PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$38,317PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,372LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$7,372LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$27,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,440AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$20,160AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,726OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,726OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$74,636TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,284TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$47,352TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$11,193OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$11,193OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$13,228TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$13,228TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$171,942OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$437OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$171,505OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$862,099TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,161TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$826,938TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,480,916ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,480,916ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,343,015TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,161TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,307,854TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,155,722ExcessRevenueOverExpensesAmt
Net Investment Income$2,173,132NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,638,623SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,043,064SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,043,064SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,352,795USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,370,251USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,370,251USGovtObligationsEOYFMVAmt
Corporate Stock BOY$72,183,447CorporateStockBOYAmt
Corporate Stock EOY$93,295,937CorporateStockEOYAmt
Corporate Stock EOYFMV$93,295,937CorporateStockEOYFMVAmt
Total Assets BOY$78,174,865TotalAssetsBOYAmt
Total Assets EOY$96,709,252TotalAssetsEOYAmt
Total Assets EOYFMV$96,709,252TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$78,174,865NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$96,709,252NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$78,174,865TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$96,709,252TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$78,174,865TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$96,709,252TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$78,174,865TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,155,722ExcessRevenueOverExpensesAmt
Other Increases$20,690,181OtherIncreasesAmt
Subtotal$96,709,324SubtotalAmt
Other Decreases$72OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$96,709,252TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
ENTERPRISE PRODUCTS PARTNERS LPP$48-$48-$48
ENERGY TRANSFER LPP$1,995-$1,995-$1,995
FIDELITY BROKERAGE SERVICES - 2784P$437,834$87,242$87,242$525,076
FIDELITY BROKERAGE SERVICES - 2784P$5,323-$167-$167$5,156
UNITED STATE NATURAL GAS FUNDP$5,318-$5,318-$5,318
CAPITAL GAINS DIVIDENDSP$806,309$806,309$806,309
FieldValueIRS element (for citing)
Capital Gain Net Income$886,023CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30,207InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30,207SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$30,207TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$38,728EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$38,728TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$8,521OverpaymentAmt
Applied To ES Tax$8,521AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.WGPFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3159134060PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1492 E BRIGHTON AVEAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM G POMEROY
492 E BRIGHTON AVESYRACUSENY13210TRUSTEE10.00$0$0$0
PAULA MILLER
492 E BRIGHTON AVESYRACUSENY13210TRUSTEE5.00$0$0$0
DERYN POMEROY
492 E BRIGHTON AVESYRACUSENY13210DIRECTOR OF STRATEGIC UNIT40.00$75,962$6,797$0
LAURA POMEROY-GERBER
492 E BRIGHTON AVESYRACUSENY13210TRUSTEE5.00$0$0$0
CARRIE BERSE
492 E BRIGHTON AVESYRACUSENY13210EXECUTIVE DIRECTOR36.00$104,961$3,699$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonKATHLEEN COFFTAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1492 E BRIGHTON AVEAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13210ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTOR OF COMMUNICTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$93,256CompensationAmt
Employee Benefits$8,075EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$83,798,466AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,321,612AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$88,120,078TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$88,120,078AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,321,801CashDeemedCharitableAmt
Net Vl Noncharitable Assets$86,798,277NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,339,914MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,339,914MinimumInvestmentReturnAmt
Tax Based On Investment Income$30,207TaxBasedOnInvestmentIncomeAmt
Total Tax$30,207TotalTaxAmt
Distributable Before Adj$4,309,707DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,309,707DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,309,707DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,307,854ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,307,854QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,309,707DistributableAsAdjustedAmt
Undistributed Income PY$4,201,456UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,307,854QualifyingDistributionsAmt
Applied To Year1$4,201,456AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$106,398AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$4,203,309UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM G POMEROYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM G POMEROY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1492 E BRIGHTON AVEAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13210ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3159134060RecipientPhoneNum
Recipient Email AddressINFO@WGPFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATIONS MUST BE SUBMITTED ONLINE AT WWW.WGPFOUNDATION.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMISSION DEADLINES VARY, REFER TO THE GUIDELINES AT WWW.WGPFOUNDATION.ORGSubmissionDeadlinesTxt
Restrictions On AwardsRESTRICTIONS AND LIMITATIONS VARY, REFER TO WWW.WGPFOUNDATION.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (226 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
1814 COMMEMORATION INC
64 SUNNYSIDE ROADPLATTSBURGHNY129017301PCSPONSOR THE 25TH CONSECUTIVE COMMEMORATION OF THE SEPTEMBER 11, 1814 BATTLE OF PLATTSBURGH.$10,000
ALABAMA FOLKLIFE ASSOCIATION
PO BOX 4697MONGTOMERYAL36103PCLEGENDS & LORE PARTNER$600
ALLEGANY STATE PARK HISTORICAL SOCIETY
2372 ASP RTE 1SALAMANCANY14779PCNYS HISTORIC MARKER$1,550
ALZHEIMER'S ASSOCIATION CENTRAL NEW YORK CHAPTER
5015 CAMPUSWOOD DRIVEEAST SYRACUSENY13057PCSPONSOR THE PROMISE GARDEN - WALK TO END ALZHEIMER'S$25,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVECHICAGOIL60601PCSUPPORT OF THE MISSION OF THE ALZHEIMER'S ASSOCIATION.$100,000
AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY
21ST AVE S SUITE 320NASHVILLETN37212PCDONATION$100,000
AMERICAN HISORICAL ASSOCIATION
400 A STREET SEWASHINGTONDC20003PCINSTITUTIONAL MEMBERSHIP$211
AMITYVILLE HISTORICAL SOCIETY
170 BROADWAYAMITYVILLENY11701PCNYS HISTORIC MARKER$1,550
APALACHIN LIONS CLUB
PO BOX 317APALACHINNY13732PCHOMETOWN HERITAGE MARKER$1,550
ARLINGTON HIGH SCHOOL
1157 ROUTE 55LANGRANGEVILLENY12540PCNYS HISTORIC MARKER$1,550
ASSOCIATION FOR PUBLIC HISTORIANS OF NEW YORK STATE
PO BOX 2492SAG HARBORNY11963PCPRESENTING SPONSORSHIP OF THE 2023 APHNYS ANNUAL CONFERENCE.$1,000
AUGLAIZE COUNTY HISTORICAL SOCIETY
206 W MAIN STREETWAPAKONETAOH45895PC5 NATIONAL REGISTER MARKERS$6,534
AUSTERLITZ HISTORICAL SOCIETY
PO BOX 144 11550 STATE ROUTE 22AUSTERLITZNY12017PC2 NYS HISTORIC MARKERS$3,100
AVOYELLES COMMISSION OF TOURISM
8592 HIGHWAY 1MANSURALA71350PCLEGENDS & LORE MARKER$2,600
BABYLON TOWN HISTORICAL SOCIETY
600 ALBIN AVEWEST BABYLONNY11702PCNYS HISTORIC MARKER$1,550
BAYPORT BLUE-POINT HERITAGE ASSOCIATION
PO BOX 405BAYPORTNY11705PCHUNGRY FOR HISTORY MARKER$1,550
BE FOUNDATION
PO BOX 1330REDDINGCT06875PCNATIONAL REGISTER MARKER$1,550
BE THE MATCH FOUNDATION
500 NORTH 5TH STREETMINNEAPOLISMN554011206PC2023 GALA, GENERAL FUNDING$276,000
BEECH MOUNTAIN HISTORICAL SOCIETY
403 BEECH MOUNTAIN PARKWAYBEECH MOUNTAINNC28604PCLEGENDS & LORE MARKER$1,550
BENNINGTON MUSUEM
75 MAIN STREETBENNINGTONVT05201PCLEGENDS & LORE MARKER$1,550
BIKETOGA
PO BOX 670SARATOGA SPRINGSNY12866PC2 NYS HISTORIC MARKERS$3,100
BINGHAMTON CHAPTER ESSSAR
160 HILLSIDE TERRACEENDWELLNY13760PC3 PATRIOT BURIALS MARKER$4,650
BOTETOURT COUNTY HISTORICAL SOCIETY
PO BOX 468FINCATLEVA24090PCTECHNOLOGY AND SECURITY UPGRADES$5,000
CANAAN HISTORICAL SOCIETY
POB 111 13 WARNERS CROSSING ROADCANAANNY12029PCMEETING HOUSE RESTORATION$5,000
CARINGBRIDGE
PO BOX 6032ALBERT LEAMN560079854PCSUPPORT$1,000
CAROLINA HAINTS INC
506 S HOLDEN RDGREENSBORONC27407PCLEGENDS & LORE MARKER$1,550
CAYUGA MUSEUM OF HISTORY AND ART
203 GENESEE STREETAUBURNNY13021PCTO HELP UPGRADE THE HVAC SYSTEM AT THE WILLARD-CASE MANSION$13,975
CENTER FOR LOUISIANA STUDIES UNIVERISTY OF LOUISIANA AT LAFAYETTE
POB 43558LAFAYETTELA70504PCLEGENDS & LORE PARTNER$200
CENTRAL NEW YORK COMMUNITY FOUNDATION
431 EAST FAYETTE STREET SUITE 100SYRACUSENY13202PCDONATION$1,190,000
CENTRAL NY LIBRARY REOURCE COUNCIL
5710 COMMONS PARK DRIVEEAST SYRACUSENY13057PCFISCAL YEAR 2022-2022 CLRC MEMBERSHIP DUES - JULY 1, 2023 - JUNE 30, 2024$115
CHENANGO CHAPTER - NYS ARCHAEOLOGICAL ASSOCIATION
236 PHILLIP-ODELL ROADMT UPTONNY13809PC4 NYS CEMETERY MARKERS$7,089
CHESTERFIELD HISTORICAL SOCIETY
422 MAIN ROAD POB 229CHESTERFIELDMA01012PCNATIONAL REGISTER MARKER$403
CICERO HISTORICAL SOCIETY
6453 NY-31CICERONY13039PCNYS HISTORIC MARKER$1,550
CINCINNATUS AREA HERITAGE SOCIETY
PO BOX 264CINCINNATUSNY13040PCNYS HISTORIC MARKER$1,550
CITY OF ALACHUA
PO BOX 90ALACHUAFL32616PCNATIONAL REGISTER MARKER$1,550
CITY OF AUBURN
24 SOUTH STREETAUBURNNY13021PCNYS HISTORIC MARKER$1,550
CITY OF HAGERSTOWN
1 E FRANKLIN STHAGERSTOWNMD21740PCHISTORICAL TRANSPORTATION MARKER$2,478
CITY OF MAXEYS
369 SOUTH MAIN STMAXEYSGA30671PCNATIONAL REGISTER MARKER$1,550
CITY OF OSWEGO
13 WEST ONEIDA STREETOSWEGONY13126PCNYS HISTORIC MARKER$1,550
CITY OF WASHINGTON
120 E 2ND STWASHINGTONNC27889PCLEGENDS & LORE MARKER$1,550
CLARKSON UNIVERSITY
PO BOX 5800POTSDAMNY13699PCFELLOWSHIPS FOR SERVICE-LEARNING$10,000
COLCHESTER HISTORICAL SOCIETY
POB 112DOWNSVILLENY13755PCLEGENDS & LORE MARKER$1,550
COLUMBIA COUNTY HISTORICAL SOCIETY
PO BOX 311 5 ALBANY AVENUEKINDERHOOKNY12106PCNYS HISTORIC MARKER$1,550
COLUMBIA-MID HUDSON VALLEY SAR CHAPTER
57 BOULEVARD KNOLLSPOUGHKEEPSIENY126013743PC10 PATRIOT BURIALS MARKERS$15,500
COMMITTEE FOR CATSKILL RESORT MUSEUM
POB 45ELLENVILLENY12428PCNATIONAL REGISTER MARKER$1,550
CONESVILLE HISTORICAL SOCIETY
144 DAVID ROADGILBOANY12076PCNYS HISTORIC MARKER$1,550
CONNECTICUT LEAGUE OF HISTORY ORGANIZATIONS
1615 STANLEY STREETNEW BRITAINCT06050PCSPONSOR THE 2023 AWARDS OF MERIT AND ANNUAL CONFERENCE AND MEMBERSHIP RENEWAL$1,185
CONNER PRAIRIE MUSEUM INC
13400 ALLISONVILLE RDFISHERSIN46038PCPRAIRIETOWN ACTIVATION FOR A MERRY PRAIRIE HOLIDAY PROJECT.$2,500
CROUSE HEALTH FOUNDATION
736 IRVING AVENUESYRACUSENY13210PC3 POMEROY CAREPASSION AWARDS AND 2 BILL AND SANDRA POMERY HHH SCHOLARSHIP AWARDS. 2023 CROUSE GALA. 2023 LIGHTS OF LOVE CAMPAIGN.$20,000
DANISH WINDMILL
4038 MAIN STELK HORNIA51531PCFUND TECHNOLOGY UPGRADES FOR UNIQUE MUSEUM$6,094
DAVIS HIGH VENTURES CORPORATION
POB 95 3713 LAKE SHORE DRIVEENGELHARDNC27824PCNATIONAL REGISTER MARKER$1,550
DESMOND-FISH PUBLIC LIBRARY
472 ROUTE 403GARRISONNY10524PCNICHOLAS FISH: CHOOSING LIBRARY PROJECT$2,000
DKMS
40 FULTON STNEW YORKNY10038PCGIVE HOPE, SAVE LIVES PROJECT$200,000
ELK CO PRESERVATION SOCIETY INC
1533 KILLDEERHOWARDKS67439PCNATIONAL REGISTER MARKER$1,550
EMILY GEIGER CHAPTER NSDAR
POB 1187BLUFFTONSC29910PCNATIONAL REGISTER MARKER$1,550
ERIE CANAL MUSEUM
318 ERIE BOULEVARD EASTSYRACUSENY13202PCCANAL CONVERSATIONS: VIRTUAL ROUNDTABLES PROJECT$1,500
ERIE CANALWAY HERITAGE FUND INC
PO BOX 219WATERFORDNY12188PCSPONSOR THE WORLD CANALS CONFERENCE 2025, BUFFALO, NY, USA, SEPTEMBER 21-25 AT THE SILVER LEVEL.$2,500
ERWIN LIBRARY AND INSTITUTE
104 SCHUYLER STBOONVILLENY13309PCBOONVILLE HERALD NEWSPAPER DIGITIZE EDITION$5,000
FAIRFIELD RESTORATIONS ASSOCIATION INC
POB 44MIDDLEVILLENY13406PCNYS HISTORIC MARKER$1,550
FLY CREEK AREA HISTORICAL SOCIETY
PO BOX 87 CEMETERY ROADFLY CREEKNY13337PCNYS HISTORICAL MARKER$1,550
FREEPORT LANDMARKS PRESERVATION COMMISSION
46 N OCEAN AVENUEFREEPORTNY11520PC5 NYS HISTORIC MARKER$7,750
FRIENDS OF ALICE AUSTEN HOUSE INC
2 HYLAAN BLVDSTATEN ISLANDNY13850PCSUPPORT FOR PRESERVATION AND DIGITIZATION OF THE ALICE AUSTEN HOUSE ANN NOVOTNY RESEARCH ARCHIVE PROJECT$4,000
FRIENDS OF KILMER MANSION
2 HYLAAN BLVDSTATEN ISLANDNY10305PCNATIONAL REGISTER MARKER$1,550
FRIENDS OF MEXICO POINT STATE PARK
818 COUNTY ROUTE 16MEXICONY13114PCLEGENDS & LORE MARKER$1,550
FRIENDS OF PREBLE COUNTY PARK DISTRICT
9691 OH-503 NORTHLEWISBURGOH45338PCLEGENDS & LORE MARKER$1,550
FRIENDS OF ST MARKS WILDLIFE REFUGE
1255 LIGHTHOUSE RDST MARKSFL32355PCNATIONAL REGISTER MARKER$403
FRIENDS OF THE ST CLEMENT'S ISLAND AND PINEY POINT MUSEUMS
38370 POINT BREEZE ROADCOLTONS POINTMD20626PCHUNGRY FOR HISTORY MARKER$1,550
FRIENDS OF THE STEWARTSTOWN RAILROAD
POB 456STEWARTSTOWNPA17363PCHISTORICAL TRANSPORTATION MARKER$2,478
FULTON PUBLIC LIBRARY
160 SOUTH 1ST STREETFULTONNY13069PCNATIONAL REGISTER MARKER$1,550
GERMANTOWN HISTORY DEPARTMENT
52 MAPLE AVEGERMANTOWNNY12526PCFUND ONE NEW DESKTOP COMPUTER AND TWO NEW LAPTOPS FOR THE GERMANTOWN HISTORY DEPARTMENT.$3,000
GIFT OF LIFE MARROW REGISTRY
5091 BROKEN SOUND PARKWAY NW SUITEBOCA RATONFL33487PCINCREASING DIVERSITY TO SAVE LIVES GRANT$200,000600
GLOVERSVILLE THEATRE CORPORATION
42 NORTH MAIN STGLOVERSVILLENY12078PCNYS HISTORIC MARKER$1,550
GREAT BRIDGE BATTLEFIELD AND WATERWAYS HISTORY FOUNDATION
1775 HISTORIC WAYCHESAPEAKEVA23320PCHISTORIC TRANSPORTATION CANAL MARKER$1,550
GREATER HUDSON HERITAGE NETWORK
2199 SAW MILL RIVER ROADELMSFORDNY10523PC2023 CONFERENCE "TAKING CARE: WELLBEING AND THE MUSEUM WORKER" SPONSORSHIP$1,000
GUILDERLAND HISTORICAL SOCIETY
3135 LONE PINE RDSCHENECTADYNY12303PCNYS HISTORIC MARKER AND HISTORICAL TRANSPORTATION MARKER$4,028
HARMONY HISTORICAL SOCIETY
PO BOX 127ASHVILLENY14710PCLEGENDS & LORE MARKER$1,550
HARPERSFIELD HISTORICAL SOCIETY
POB 264HARPERSFIELDNY13786PCNATIONAL REGISTER MARKER$1,550
HEARD MEMORIAL CLUB HOUSE
POB 245SEDALIAMO65302PCNATIONAL REGISTER MARKER$403
HENDRICK HUDSON CHAPTER NSDAR INC
HISTORIC ROBERT JENKINS HOUSEHUDSONNY12534PCREPAIR AND CONSERVATION OF THE HISTORIC 1811 ROBERT JENKINS HOUSE, MUSEUM AND GENEALOGICAL LIBRARY$10,000
HISTORIC BLAKELEY FOUNDATION
34745 STATE HWY 225SPANISH FORTAL36527PCNATIONAL REGISTER MARKER$1,550
HISTORIC BROOKVILLE INC
19 CHERRY ALLEYBROOKVILLEPA15825PCNATIONAL REGISTER MARKER$1,550
HISTORIC SARANAC LAKE
89 CHURCH STREET SUITE 2SARANAC LAKENY12983PCEXPANDING CATALOGING CAPACITY PROJECT$1,658
HISTORIC SMITHFIELD
1000 SMITHFIELD PLANTATION RDBLACKSBURGVA24060PCHELP FUND HISTORIC SMITHFIELD'S CHANDLERY EDUCATION BUILDING CONSTRUCTION AND INTERPRETIVE MARKERS INITIATIVE$10,000
HISTORICAL SOCIETY OF E ROCKAWAY & LYNBROOK
PO BOX 351EAST ROCKAWAYNY11518PCLEGENDS & LORE MARKER$1,550
HISTORICAL SOCIETY OF WALDEN AND WALLKILL VALLEY
POB 48WALDENNY12586PCHISTORICAL TRANSPORTATION MARKER$2,478
HUDSON VALLEY RAILROAD SOCIETY
PO BOX 135HYDE PARKNY12538PCLEGENDS & LORE MARKER$1,550
HUDSON-ATHENS LIGHTHOUSE PRESERVATION SOCIETY
PO BOX 145ATHENSNY12015PCNATIONAL REGISTER$334
ILLINOIS STATE HISTORICAL SOCIETY
411 E MONROE ST POB 1800SPRINGFIELDIL62705PCNEW HISTORICAL SOCIETY MARKER INITIATIVE$13,334
INDIANA SOCIETY SONS OF THE AMERICAN REVOLUTION
11054 E US HWY 40TERRE HAUTEIN47803PC6 PATRIOT BURIAL MARKERS$9,300
JACOB LESLER INSTITUTE FOR THE STUDY OF EARLY NY HISTORY
46 GREEN STREETHUDSONNY12534PCPHASE II OF THE TRANSCRIPTION, TRANSLATION AND DIGITIZATION OF PRIMARY SOURCE DOCUMENTS RELATED TO THE CAPTURE OF THE SUSANNAH.$2,000
JEWISH HISTORICAL SOCIETY OF LONG ISLAND
4 VILLAGE LANEWOODBURYNY11797PC2 NYS HISTORIC MARKERS$3,100
JOHNSBURG HISTORICAL SOCIETY
PO BOX 144WEVERTOWNNY128860144PCNYS HISTORIC MARKER$1,550
LACKAWANNA HISTORICAL ASSOCIATION
2630 SOUTH PARK AVEBUFFALONY14218PCNYS HISTORIC MARKER$1,550
LAKE RONKONKOMA HERITAGE ASSOCIATION
328 HAWKINS AVENUELAKE RONKONKOMANY11779PCSUPPORT THE PRESERVATION OF THE RONKONKOMA REVIEW NEWSPAPER$5,000
LODI RAILROAD MUSEUM INC
204 RAILROAD STLODIOH44254PCNATIONAL REGISTER MARKER$403
LOGAN COUNTY CHAMBER OF COMMERCE
POB 218LOGANWV25601PCLEGENDS & LORE MARKER$1,550
LOPEZ ISLAND GRANGE #1060
POB 836LOPEZ ISLANDWA98261PCNATIONAL REGISTER MARKER$403
LYONS FALLS ALIVE
POB 702LYONS FALLSNY13369PCLEGENDS & LORE MARKER$1,550
LYONS FALLS HISTORY ASSOCIATION
6805 MCALPINE STREETLYONS FALLSNY13368PCHISTORICAL TRANSPORTATION MARKER$2,478
MADE BY US AN ENTITY OF THE ATLANTA HISTORY CENTER
130 WEST PACES FERRY RDATLANTAGA30305PCTO SUPPORT THE ATLANTA HISTORY CENTER AND MADE BY US CIVIC SEASONS$5,000
MARCELLUS HISTORICAL SOCIETY
POB 165 18 NORTH STMARCELLUSNY13108PCNYS HISTORICAL MARKER$1,550
MARCUS HOOK PRESERVATION SOCIETY
POB 703MARCUS HOOKPA19061PCNATIONAL REGISTER MARKER$1,550
MARTINSBURG HISTORICAL SOCIETY
PO BOX 17MARTINSBURGNY13404PCNATIONAL REGISTER MARKER$403
MASSACHUSETTS HISTORY ALLIANCE
123 ASHMONT STDORCHESTERMA02124PCMASS HISTORY CONFERENCE SPONSORSHIP$600
MEREDITH HISTORICAL SOCIETY
PO BOX 26MERIDALENY13806PCNYS HISTORICAL MARKER$1,550
MESSIAH BAPTIST CHURCH
76 WARBURTON AVENUEYONKERSNY10701PCNATIONAL REGISTER MARKER$1,550
MEYERSDALE PUBLIC LIBRARY
210 CENTER STREETMEYERSDALEPA15552PCLEGENDS & LORE MARKER$1,550
MISSOURI FOLK ARTS PROGRAM
520 SOUTH 9TH STCOLUMBIAMO65211PCLEGENDS & LORE PARTNER$200
MONTGOMERY COUNTY DEPT OF HISTORY & ARCHIVES
PO BOX 1500 9 PARK STREETFONDANY12068PCNYS HISTORIC MARKER$1,550
MONTPELIER COMMUNITY FOUNDATION
830 WASHINGTON STMONTPELIERID83254PCLEGENDS & LORE MARKER$1,550
MUSEUM ASSOCIATION OF NEW YORK
265 RIVER STREETTROYNY12180PCSCHOLARSHIPS FOR NYS MUSEUM . VISIONARY SPONSORSHIP. "VOICE AND VOTES: DEMOCRACY IN AMERICA"$78,500
MUSEUM OF MARITIME NAVIGATION AND COMMUNICATION
1208 BAY STREETSTATEN ISLANDNY10305PCTRAVELING MUSEUM PROJECT.$5,000
NATIONAL COLLABORATIVE FOR WOMEN'S HISTORY SITES
PO BOX 1376MOUNT LAURELNJ08054PCNCWHS NATIONAL VOTES FOR WOMEN TRAIL MARKER$820
NATIONAL SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION
809 WEST MAIN STLOUISVILLEKY40202PCAMERICA250 EDUCATION & MUSEUM PROJECT$25,000
NATIONAL WARPLANE MUSEUM
PO BOX 185GENESEONY14454PCINDOOR AND OUTDOOR SIGNAGE FOR STATIONARY AND TOURING VINTAGE AIRPLANES & ARTIFACTS$6,000
NC AFRICAN AMERICAN HERITAGE COMMISSIONNC DEPT OF NATURAAL AND CULTURAL R
109 E JONES STRALEIGHNC27699PCWEB AND MAPPING PORTAL AND 11 MARKERS$21,012
NELSON METHODIST EPISCOPAL CHURCH
3333 US ROUTE 20CAZENOVIANY13035PCNATIONAL REGISTER MARKER$403
NEW SCOTLAND HISTORICAL ASSOCIATION
PO BOX 541VOORHEESVILLENY12186PCNYS HISTORIC MARKER AND NATIONAL REGISTER MARKER$3,100
NEW YORK FOLKLORE SOCIETY
129 JAY STREETSCHENECTADYNY12305PCLEGENDS & LORE PARTNER$3,200
NEW YORK GENEOLOGICAL & BIOGRAPHICAL SOCIETY
36 WEST 44TH STREET 7TH FLOORNEW YORKNY10036PCPHASE I AND PHASE II OF THE DIGITIZE NEW YORK$85,660
NEW YORK STATE ARCHIVES PARTNERSHIP TRUST
9C49 CULTURAL EDUCATION CENTERALBANYNY12230PCCONSIDER THE SOURCE LUNCHEON AND "MARKING HISTORY" QUARTERLY MAGAZINE.$6,125
NEWFIELD HISTORICAL SOCIETY
POB 114NEWFIELDNY14867PCNYS HISTORIC MARKER$1,550
NEWPORT HISTORICAL SOCIETY
82 TOURO STNEWPORTRI02840PCSELF GUIDED WALKING TOUR SIGNS IN HISTORIC DOWNTOWN NEWPORT, RI.$10,000
NIAGARA FRONTIER CHAPTER NRHS INC
111 OLIVER STREET PO BOX 1043NORTH TONAWANDANY14120PCHISTORICAL TRANSPORTATION MARKER$2,478
NJ SOCIETY SONS OF THE AMERICAN REVOLUTION
1198 BANDON ROADTOMS RIVERNJ08753PC9 PATRIOT BURIALS MARKER$13,950
NORTH CAROLINA FOLKLIFE INSTITUTE
PO BOX 61222DURHAMNC27715PCLEGENDS & LORE PARTNER$400
NORTH GUILDFORD CONGREGATIONAL CHURCH
159 LEDGE HILL ROADGUILFORDCT06437PCNATIONAL REGISTER MARKER$1,550
NORTH SHORE LAND ALLIANCE
POB 658OYSTER BAYNY11771PCNATIONAL REGISTER MARKER$1,550
NORTHWESTERN STATE UNIVERSITY OF LOUISIANA
140 CENTRAL AVENUENATCHITOCHESLA71497PCLEGENDS & LORE MARKER$1,550
NSDAR - TREASURER GENERAL
1776 D STREETNW WASHINGTONDC20006PC6 NDAR HISTORIC MARKERS$9,300
OHIO ARTS COUNCIL
30 E BROAD ST 33RD FLOORCOLUMBUSOH43215PCLEGENDS & LORE PARTNER$600
OHIO HISTORY CONNECTION
800 EAST 17TH AVENUECOLUMBUSOH43211PC6 OHIO HISTORICAL MARKERS$21,510
OLD DONATION EPISCOPAL CHURCH
4449 N WITCHDUCK ROADVIRGINIA BEACHVA23455PCNATIONAL REGISTER MARKER$1,550
ONEIDA COUNTY HISTORICAL SOCIETY
1608 GENESEE STREETUTICANY13502PCNYS ROADSIDE MARKER$750
ONONDAGA HISTORICAL ASSOCIATION
321 MONTGOMERY STREETSYRACUSENY13202PCSPONSOR 2023 NATIONAL HISTORY DAY REGIONAL COMPETITION. WILLIAM G. POMEROY PUBLIC HISTORY MEDIA SERIES$14,000
OPPORTUNITY 1888 FOUNDATION INC
POB 105245JEFFERSON CITYMO65110PCNATIONAL REGISTER MARKER$1,550
PENNSYLVANIA CENTER FOR FOLKLORE AMERICAN STUDIES PROGRAM
777 WEST HARRISBURG PIKEMIDDLETOWNPA17057PCLEGENDS & LORE PARTNER$600
PHILLIPSPORT COMMUNITY CENTER
POB 452 3 FAYER COURTSPRING GLENNY12483PCHISTORIC TRANSPORTATION CANAL MARKER$1,550
POWER HOUSE THEATRE WALLA WALLA
111 NORTH 6TH AVENUEWALLA WALLWA99362PCNATIONAL REGISTER MARKER$402
PREQUIMANS COUNTY
POB 45HARTFORDNC27944PCLEGENDS & LORE MARKER$1,550
RADNOR HERITAGE SOCIETY
4425 ST RT 203RADNOROH43066PCNATIONAL REGISTER MARKER$334
RAILS-TO-TRAILS CONSERVANCY
2445 M STREETWASHINGTONDC20037PC12 RAILS TO TRAILS MARKERS. RAILS TO TRAILS SPECIAL INTEREST GRANT$49,800
RALEIGH COUNTY HISTORICAL SOCIETY
PO BOX 2BECKLEYWV25802PCHOMETOWN HERITAGE MARKER$1,550
RED ROCK HISTORICAL SOCIETY
POB 52EAST CHATHAMNY12060PCHISTORIC MARKER NATIONAL REGISTER$1,550
ROBERSON MUSEUM AND SCIENCE CENTER
30 FRONT STREETBINGHAMTONNY13905PCNATIONAL REGISTER MARKER$1,550
ROCHESTER CHAPTER SONS OF THE AMERICAN REVOLUTION
6454 GRIMBLE ROADCANANDAIGUANY14424PC6 PATRIOT BURIALS MARKERS$9,300
ROKEBY MUSEUM
42334 US RTE 7FERRISBURGHVT05456PC"FREE & SAFE: THE UNDERGROUND RAILROAD IN VERMONT"$10,000
ROME CEMETERY ASSOCIATION INC
1500 JERVIS AVENUEROMENY13440PCNATIONAL REGISTER MARKER$1,550
ROUTE 20 ASSOCIATION OF NEW YORK STATE
PO BOX 20RICHFIELD SPRINGSNY13493PCNYS HISTORICAL MARKER$1,550
SAN LORENZO VALLEY HISTORICAL SOCIETY
POB 576BOULDER CREEKCA95006PCNATIONAL REGISTER MARKER$1,550
SARAH'S GUEST HOUSE
100 ROBERTS AVENUESYRACUSENY13207PC2023 "A GALA OF GIVING" CAREGIVERS & COMFORTERS SPONSORSHIP. NAMING RIGHTS TO THE "WARM WELCOME".$102,000
SARATOGA BATTLE CHAPTER SONS OF THE AMERICAN REVOLUTION
89 CALVIN COLE ROADSTEPHENTOWNNY12169PC4 PATRIOT BURIAL MARKER$6,200
SILVER LAKE INSTITUTE
46 WESLEY AVENUESILVER LAKENY14549PCLEGENDS AND LORE MARKER$1,550
SISTERS OF CHARITY OF NEW YORK
6301 RIVERDALE AVEBRONXNY10471PC4 NYS HISTORIC MARKERS$6,200
SMALL MUSEUM ASSOCIATION
6402 FAIRBANKS LANEFREDERICMD21701PCTO FUND 20 SCHOLARSHIPS TO THE 2024 SMALL MUSEUM ASSOCIATION CONFERENCE.$14,000
SNICKERSVILLE TURNPIKE ASSOCIATION
POB 452PHILIOMONTVA20131PCNATIONAL REGISTER MARKER$1,550
SOLVAY PUBLIC LIBRARY
615 WOODS RIADSOLVAYNY13209PCNYS HISTORIC MARKER$1,550
SONS OF THE AMERICAN REVOLUTION - EMPIRE STATE SOCIETY - CHAUTAUQUA CHAPTER
41 GRANDVIEW AVELAKEWOODNY14750PC2 PATRIOT BURIALS MARKERS$3,100
SONS OF THE AMERICAN REVOLUTION - FINGER LAKES CHAPTER
113 SOUTH PARKWAY STGROTONNY13073PC2 PATRIOT BURIAL MARKERS$3,100
SONS OF THE AMERICAN REVOLUTION - SYRACUSE CHAPTER
103 KLINE ROADPENNELLVILLENY13132PC5 PATRIOT BURIALS MARKERS$7,750
SONS OF THE AMERICAN REVOLUTION SCHOHARIE LEATHERSTOCKING CHAPTER
309 BERRY LANECOBLESKILLNY12043PC2 PATRIOT BURIALS MARKERS$3,100
SONS OF UNION VETERANS OF THE CIVIL WAR ABRAHAM LINCOLN CAMP 6 ROCHESTER NY
584 PECK ROADSPENCERPORTNY14559PCNYS HISTORIC MARKER$1,550
ST JAMES AME ZION CHURCH
116 CLEVELAND AVEITHACANY14850PCNYS HISTORIC MARKER$1,550
ST LAWRENCE COUNTY HISTORICAL ASSOCIATION
3 E MAIN STCANTONNY13617PCNYS HISTORIC MARKER$1,550
STANFORD HISTORICAL SOCIETY
PO BOX 552BANGALLNY12506PCHISTORIC MARKER$1,550
SUGAR LOAF HISTORICAL SOCIETY
POB 114SUGAR LOAFNY10981PCLEGENDS & LORE MARKER$3,100
TENNESSEE VALLEY CHAPTER - SONS OF THE AMERICAN REVOLUTION - ALABAMA
105 FINSBURY CIRCLEMADISONAL35758PC6 PATRIOT BURIALS MARKER$9,300
THE CHURCH STUDIO MUSIC FOUNDATION
304 S TRENTON AVENUETULSAOK74120PCHELP FUND THE CHURCH STUDIO DIGITAL AUDIO TAPE COLLECTION PRESERVATION FROM LEON RUSSELL'S ESTATE.$5,000
THE DUDLEY FARM MUSEUMDUDLEY FOUNDATION
2351 DURHAM ROADGUILFORDCT06437PCNATIONAL REGISTER MARKER$1,550
THE LAFAYETTE TRAIL INC
20 MIDLAND DR OFFICE OF THEEASTONPA18045PCMONTHLY MARKER SPECIAL INTEREST GRANT, 18 LAFAYETTE TRAIL MARKERS$66,775TREASURER
THE LANDMARKS SOCIETY OF GREATER UTICA INC
1124 STATE STREETUTICANY13502PCNATIONAL REGISTER MARKERS$3,100
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE STE 200RYE BROOKNY10573PCGREATEST NEED$200,000
THE MID-ATLANTIC ASSOCIATION OF MUSEUMS
POB 4COOPERSTOWNNY13326PCINSTITUTIONAL MEMBERSHIP - RENEWAL$150
THE NATIONAL JAZZ MUSEUM
58 WEST 129TH STREETNEW YORKNY10027PCHARLEM SPEAKS ORAL COLLECTION$5,000
THE OCTAGON HOUSE RESTORATION INC
POB 35ENGELHARDNC27824PCNATIONAL REGISTER MARKER$1,550
THE REFORMED CHURCH OF SCHODACK AT MUITZESKILL
902 SCHODACK LANDING RDSCHODACK LANDINGNY12156PCNATIONAL REGISTER MARKER$1,550
THE RESEARCH FOUNDATION FOR SUNY
108 RAVINE PARKWAYONEONTANY13820PCUNDERWRITE SOME OF THE EXPENSES ASSOCIATED WITH THIS YEAR'S NEW YORK STATE HISTORY DAY AND COORDINATOR POSITION$20,000
THE SALVATION ARMY
677 SOUTH SALINA STREETSYRACUSENY13202PCMOTHER'S DAY FLOWERS, 52ND ANNUAL CIVIC CELEBRATION, SENIOR CENTER PROJECT, SPEAKERS BUREAU$50,000
THE SAND LAKE HISTORICAL SOCIETY
PO BOX 492WEST SAND LAKENY12196PCNYS HISTORIC MARKER AND LEGENDS & LORE MARKER$3,100
TIGER VENTURES STUDENT GOVERNMENT
1201 UNION CENTERENDICOTTNY13760PCHUNGRY FOR HISTORY MARKER$1,550
TONAWANDAS' COUNCIL ON THE ARTS INC
240 GOUNDRY STNORTH TONAWANDANY14120PCNATIONAL REGISTER MARKER$1,550
TOWN OF BROOKHAVEN
ONE INDEPENDENCE HILLFARMINGVILLENY11738PCNYS HISTORIC MARKER$1,550
TOWN OF CICERO
POB 1517 8236 S MAIN STCICERONY13039PCNYS HISTORIC MARKER$1,550
TOWN OF CLAVERACK
PO BOX VMELLENVILLENY12544PCNYS HISTORIC MARKER$1,550
TOWN OF CLIFTON PARK
ONE TOWN HALL PLAZACLIFTON PARKNY12065PC2 NATIONAL REGISTER MARKERS$3,100
TOWN OF DEKALB
PO BOX 111 696 EAST DEKALB RDDE KALB JUNCTIONNY13630PCNYS HISTORICAL MARKER$1,550
TOWN OF GHENT
PO BOX 98 2306 ROUTE 66GHENTNY12075PCLEGENDS & LORE MARKER$1,550
TOWN OF GREECE
1 VINCE TOFANY BOULEVARDGREECENY14612PCNYS HISTORIC MARKER$1,550
TOWN OF HALFMOON
2 HALFMOON TOWN PLAZAHALFMOONNY12065PC2 HISTORIC TRANSPORTATION CANAL MARKERS$3,100
TOWN OF HECTOR
5588 MARK TABER RDTRUMANSBURGNY14886PCNATIONAL REGISTER MARKER$1,550
TOWN OF HOMER
31 N MAIN STREETHOMERNY13077PC2 NYS HISTORICAL MARKERS$3,100
TOWN OF LEROY
48 MAIN STLEROYNY14482PCNATIONAL REGISTER MARKER$1,550
TOWN OF LISBON
PO BOX 215LISBONNY13658PCNATIONAL REGISTER MARKER$403
TOWN OF LODI
POB 215LODINY14860PC3 NYS HISTORIC MARKERS$4,650
TOWN OF LUMBERLAND
1054 PROCTOR ROADGLEN SPEYNY12737PCNYS HISTORIC MARKER$1,550
TOWN OF LYONS
43 PHELPS STLYONSNY14489PCNYS HISTORIC MARKER$1,550
TOWN OF OTISCO
1924 BARKER STREETTULLYNY13159PCNYS HISTORIC MARKER$1,550
TOWN OF PERINTON
1350 TURK HILL ROADFAIRPORTNY14450PCGRANT FOR A REPLACEMENT MARKER$775
TOWN OF SHELDON
1380 CENTERLINE ROADSTRKERSVILLENY14145PCNYS HISTORIC MARKER$1,550
TOWN OF SPAFFORD
686 BACON HILL ROADHOMERNY13077PC3 NYS HISTORIC MARKERS$4,650
TOWN OF STEPHENTOWN
89 CALVIN COLE ROADSTEPHENTOWNNY12168PCNYS HISTORIC MARKER$1,550
TOWN OF VESTAL
605 VESTAL PARKWAY WESTVESTALNY13850PCNYS HISTORIC MARKER$1,550
TOWN OF WARSAW
83 CENTER STREETWARSAWNY14569PC3 NYS HISTORIC MARKERS$4,650
TOWN OF WESTERLY
45 BROAD STREETWESTERLYRI02981PCHUNGRY FOR HISTORY MARKER$1,550
TOWN OF WHITEHALL
57 SKENESBOROUGH DRIVE SUITE 1WHITEHALLNY12887PCLEGENDS & LORE MARKER$1,550
VILLAGE OF BABYLON HISTORICAL AND PRESERVATION SOCIETY
POB 484BABYLONNY11702PCNYS HISTORIC MARKER$1,550
VILLAGE OF CANASTOTA
205 S PETERBORO STREETCANASTOTANY13032PCNYS HISTORIC MARKER$1,550
VILLAGE OF FREEVILLE
5 FACTORY STFREEVILLENY13068PCNYS HISTORIC MARKER$1,550
VILLAGE OF HOLLAND PATENT
POB 302HOLLAND PATENTNY13354PCNATIONAL REGISTER MARKER$1,550
VILLAGE OF MARCELLUS
6 SLOCOMBE AVENUEMARCELLUSNY13108PCNYS HISTORIC MARKER$1,550
VIRGINIA SOCIETY SONS OF THE AMERICAN REVOLUTION
21 PAULA MARIA DRIVENEWPORT NEWSVA23314PCPATRIOT BURIALS MARKER$1,550
WAMC NORTHEAST PUBLIC RADIO
318 CENTRAL AVENUEALBANYNY12206PCSPONSOR THE SIX PODCASTS PLANNED FOR THE FALL 2023 AND WINTER 2024 EDITION OF YOUR "A NEW YORK MINUTE IN HISTORY"$15,000
WAPPINGERS HISTORICAL SOCIETY
POB 174WAPPINGERS FALLSNY12590PCLEGENDS & LORE MARKER$1,550
WARNER HOUSE ASSOCIATION
POB 174WAPPINGER FALLSNY12590PCHELP FUND THE WARNER HOUSE ELECTRONIC MIGRATION PROJECT.$3,000
WARSAW HISTORICAL SOCIETY AND THE GATES HOUSE MUSEUM
15 PERRY AVEWARSAWNY14569PC4 NYS HISTORIC MARKERS$6,200
WARWICK HISTORICAL SOCIETY
25 ROGERS WILLIAMS CIRCLEWARWICKRI02888PCNATIONAL REGISTER MARKER$1,550
WASHINGTON COUNTY HISTORICAL SOCIETY
167 BROADWAYFORT EDWARDNY12828PC2 NYS HISTORIC MARKERS$1,550
WAYNE COUNTY COMMISSION
700 HENDRICKS STWAYNEWV25570PCNATIONAL REGISTER OF HISTORIC PLACES MARKER$1,550
WAYNESVILLE AREA HERITAGE AND CULTURAL CENTER INC
POB 248WAYNEWV25570PCLEGENDS & LORE MARKER$1,550
WCNY
PO BOX 2400SYRACUSENY13204PCWCNY GRANTS. CELEBRATE BLACK HISTORY MONTH, CAPITOL PRESSROOM, WOMEN'S HISTORY MONTH, 2024 CALENDAR, TASTE OF FAME 2024, HONOR FLIGHT #18, POMEROY VIGNETTES$50,000
WEST VIRGINIA HUMANITIES COUNCIL
1310 KANAWHA BLVD ECHARLESTONWV25311PCLEGENDS & LORE PARTNER$400
WESTERN MUSEUMS ASSOCIATION
POB 4738TULSAOK74159PCMEMBERSHIP RENEWAL - INSTITUTIONAL LEVEL 3$300
WILLAMETTE COMMUNITY AND GRANGE HALL HISTORIC BUILDING FOUNDATION
POB 1923CORVALLISOR97339PCNATIONAL REGISTER MARKER$402
WILTON HISTORICAL SOCIETY
224 DANBURY ROADWILTONCT06897PCHELP FUND A RANGE OF TECHNOLOGY UPGRADES FOR THE WILTON HISTORICAL SOCIETY.$5,000
WISCONSIN HISTORICAL FOUNDATION
816 STATE STREETMADISONWI53706PCWISCONSIN HISTORICAL MARKER$11,680
WORCESTER VERMONT HISTORICAL SOCIETY
17 CALAIS ROADWORCESTERVT05382PCNATIONAL REGISTER MARKER$1,550
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,480,916TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,209ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,228,688ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion19ExclusionCd
Exclusion$886,023ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
ENTERPRISE PRODUCTS PARTNERS L.P.14$1,113
ENERGY TRANSFER LP14$13,290
UNITED STATES NATURAL GAS FUND14-$3,030

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,187,293ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,187,293TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$27,600Amt
Net Investment Income$7,440NetInvestmentIncomeAmt
Disbursements Charitable Prps$20,160DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (83 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AFLAC INC$429,000$429,000
ALPHABET INC CAP STK CL A (GOOGL)$447,008$447,008
ALPHABET INC CAP STK CL C (GOOG)$450,976$450,976
AMAZON.COM, INC.$5,165,960$5,165,960
ARCHER DANIELS MIDLAND$144,440$144,440
AVNET INC$197,316$197,316
CARNIVAL CORP PAIRED$27,810$27,810
CHEMOURS CO COM$205,641$205,641
CISCO SYS INC COM$378,900$378,900
COMMUNITY BK SYS INC$57,321$57,321
CONTELLATION ENERGY CORP COM$77,732$77,732
CORNING INC.$60,900$60,900
CORTEVA INC COM$114,673$114,673
COSTCO WHOLESALE CORP$5,874,712$5,874,712
CVS HEALTH CORP COM$331,632$331,632
DISNEY WALT CO$54,174$54,174
DOW INC COM$131,232$131,232
DUPONT DE NEMOURS INC$184,093$184,093
EBAY, INC.$942,192$942,192
ENTERPRISE GP HOLDINGS LP$388,493$388,493
EXELON CORP$71,692$71,692
EXXON MOBIL CORP.$869,826$869,826
FIDELITY BLUE CHIP$4,247,457$4,247,457
FIDELITY CONSERVATIVE INCOME BOND$2,329,969$2,329,969
FIDELITY EQUITY INCOME$90,213$90,213
FIDELITY FUND$1,795,745$1,795,745
FIDELITY GROWTH COMPANY$4,250,383$4,250,383
FIDELITY GROWTH STRATEGIES FUND$667,634$667,634
FIDELITY HIGH INCOME$646,981$646,981
FIDELITY INT'L DISCOVERY$885,902$885,902
FIDELITY LATIN AMERICA$168,080$168,080
FIDELITY MSCI ENERGY INDEC ETF$23,040$23,040
FIDELITY PURITAN$553,847$553,847
FIDELITY SELECT HEALTHCARE$297,951$297,951
FIDELITY SELECT MEDICAL EQUIP& SYSTEM$1,285,118$1,285,118
FIDELITY SELECT SOFTWARE & COMPUTER$5,672,443$5,672,443
FIDELITY SELECT TECH HARDWARE PORT$126,138$126,138
FIDELITY SELECT TECHNOLOGY$1,812,224$1,812,224
FIDELITY SMALL CAP STOCK$346,442$346,442
FIDELITY SMALL CAP VALUE$2,115,697$2,115,697
FIDELITY STOCK SELECTOR$548,685$548,685
FIDELITY VALUE$2,290,762$2,290,762
FORD MTR CO DEL COM$206,340$206,340
GARMIN LTD COM$128,540$128,540
INTEL CORP$703,500$703,500
INTL BUSINESS MACH$670,555$670,555
ISHARES CORE S&P SMALLCAP ETF$1,515,500$1,515,500
ISHARES RUSSELL 2000 ETF$40,142$40,142
ISHARES TRANSPORTATION AVERAGE ETF$839,776$839,776
JOHNSON & JOHNSON$297,806$297,806
JPMORGAN CHASE & CO$170,100$170,100
LOEWS CORP$76,549$76,549
MCDONALDS CORP.$326,161$326,161
METLIFE INC COM$244,681$244,681
MICROSOFT CORP$6,242,264$6,242,264
NBT BANCORP INC$146,014$146,014
NETAPP INC$238,032$238,032
NORTHERN TR CORP$236,264$236,264
PAYPAL HOLDINGS$1,449,276$1,449,276
PC CONNECTION INC$23,524$23,524
INVESCO QQQ$9,705,624$9,705,624
QUANTA SERVICES$906,360$906,360
RESMED INC$722,484$722,484
ROYAL CARIBBEAN CRUISES COM$984,124$984,124
SCHUMBERGER LIMITED COM$104,080$104,080
SECTOR SPDR TR SHS BEN INT ENERGY$1,265,984$1,265,984
SECTOR SPDR TR SHS BEN INT FINANCIAL$567,760$567,760
SECTOR SPDR TR SHS BEN INT TECHNOLOGY$2,021,040$2,021,040
HEALTH CARE SELECT SECTOR SPDR$695,538$695,538
SELECT SECTOR SPDR TR RL EST SEL SEC$84,647$84,647
MATERIALS SELECT SECTOR SPDR$581,672$581,672
SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1$4,636,662$4,636,662
SPDR S&P 500 ETF TRUST UNIT SER 1 S&P$5,561,127$5,561,127
STURM RUGER & CO INC$59,085$59,085
TARGET CORP COM$242,114$242,114
TJX COMPANIES INC$1,707,342$1,707,342
TOYOTA MOTOR CORP ADR-EACH REP 2 ORD$495,126$495,126
UNITEDHEALTH GROUP$1,632,057$1,632,057
VENTAS INC$229,264$229,264
VERIZON COMMUNICATIONS$305,370$305,370
WALMART STORES$362,595$362,595
BROADCOM$43,534$43,534
RB GLOBAL INC$66,890$66,890

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,370,251USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,370,251USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$7,372LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,372DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE EXPENSESDesc
Amt$72Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING$32,091$0$32,091
COMMUNICATIONS EXPENSE$2,829$0$2,829
COMPUTER EXPENSE$19,609$0$19,609
CONTINUING EDUCATION$2,714$0$2,714
DUES & SUBSCRIPTIONS$11,395$0$11,395
INSURANCE EXPENSE$6,401$0$6,401
INVESTMENT FEES$437$437$0
MEALS$1,504$0$1,504
OFFICE EXPENSE$5,980$0$5,980
OUTSIDE SERVICES$83,616$0$83,616
POSTAGE AND SHIPPING$3,753$0$3,753
WEBSITE$1,494$0$1,494
BANK FEES$119$0$119

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ENTERPRISE PRODUCTS PARTNERS L.P.$1,113$1,113$1,113
ENERGY TRANSFER LP$13,290$13,290$13,290
UNITED STATES NATURAL GAS FUND-$3,030-$3,030-$3,030

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIES HELDDesc
Amt$20,690,181Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL ADMINISTRATIVE FEESCategoryTxt
Amt$7,726Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,726DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$6,284$6,284$0
PAYROLL TAXES$45,852$0$45,852
NYS FILING FEE$1,500$0$1,500
FEDERAL EXCISE TAX$21,000$0$0

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