BETA

UPMOBILITY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
UPMOBILITY FOUNDATION INC (EIN 47-1689125)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-17
IRS object ID
202321989349100922
Schema version
2022v5.0
Note
A later return for the same period supersedes this one.
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)
Return2023-07-17T16:22:26-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161226221PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FUSTCHARLES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 S WARREN STREETAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471689125EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UPMOBILITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUPMOBusinessNameControlTxt
Phone3158232200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128 WAVERLY PLAddressLine1Txt
CityLITTLE FALLSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13365ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL SCIOTTIPersonNm
Person TitleCFOPersonTitleTxt
Phone3158232200PhoneNum
Signature2023-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastSCIOTTIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY ELLEN LUKERPreparerPersonNm
PTINP00841958PTIN
Phone3154463600PhoneNum
Preparation2023-07-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,318,727FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,339,620ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$19,608InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19,608InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$19,608InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$157,468DividendsRevAndExpnssAmt
Dividends Net Invst Incm$157,468DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,061,801NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,938,009GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,061,801CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,492OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$7,284OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$7,284OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$9,585,989TotalRevAndExpnssAmt
Total Net Invst Incm$6,246,161TotalNetInvstIncmAmt
Total Adj Net Incm$26,892TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$50,400CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$50,400CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,595AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$190,750OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$56,533TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,396TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$48,512OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$24,653OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$350,790TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,049TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50,400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,160,154ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,160,154ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,510,944TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,049TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,210,554TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,075,045ExcessRevenueOverExpensesAmt
Net Investment Income$6,219,112NetInvestmentIncomeAmt
Adjusted Net Income$26,892AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$499,139SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,038,807SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,038,807SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,762,795CorporateStockBOYAmt
Corporate Stock EOY$7,958,552CorporateStockEOYAmt
Corporate Stock EOYFMV$14,279,920CorporateStockEOYFMVAmt
Total Assets BOY$5,261,934TotalAssetsBOYAmt
Total Assets EOY$8,997,359TotalAssetsEOYAmt
Total Assets EOYFMV$15,318,727TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,261,934RetainedEarningBOYAmt
Retained Earning EOY$8,997,359RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,261,934TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,997,359TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,261,934TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,997,359TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,261,934TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,075,045ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,336,979SubtotalAmt
Other Decreases$3,339,620OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,997,359TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CHARLES SCHWAB- 5773D2022-03-082022-11-23$1,610,375$1,610,375$1,610,375
ROCKEFELLER CAPITAL MANAGEMENT -2605D2021-09-012022-12-29$78,682-$19,531-$19,531$98,213
CHARLES SCHWAB- 5773D2011-12-162022-08-18$3,303,331$3,303,331$3,303,331
GOLDMAN SACHS COVERED SECURITIES LTD2020-11-252022-03-07$126,354-$1,298-$1,298$127,652
ROCKEFELLER CAPITAL MANAGEMENT -2605D2021-01-292022-08-24$567,523-$52,457-$52,457$619,980
ROCKEFELLER CAPITAL MANAGEMENT -1228D2004-05-252022-07-14$165,114$134,751$134,751$30,363
TRINET GROUP, INCD2004-03-252022-03-23$1,005,130$1,005,130$1,005,130
ROCKEFELLER CAPITAL MANAGEMENT -2605 CAPITAL GAIN DISTRIBUTIOND2021-01-012022-12-22$81,500$81,500$81,500
FieldValueIRS element (for citing)
Capital Gain Net Income$6,061,801CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,610,375NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$86,446InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$86,446SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$86,446TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$52,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$78,100ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$130,900TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1,134EsPenaltyAmt
Overpayment$43,320OverpaymentAmt
Applied To ES Tax$43,320AppliedToESTaxAmt
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 Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTPS://WWW.UPMOBILITY.ORGWebsiteAddressTxt
Individual With BooksROCK CITY CENTRE HOLDINGS LLCIndividualWithBooksNm
Phone3158232200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1690 EAST MAIN STREETAddressLine1Txt
CityLITTLE FALLSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13365ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARTIN BABINEC
28 WAVERLY PLLITTLE FALLSNY13365DIRECTOR/PRESIDENT/TREASURER1.00$0$0$0
ANDREA BABINEC
28 WAVERLY PLLITTLE FALLSNY13365ADVISOR1.00$0$0$0
KEVIN LANGLEY
5949 GOODWOOD AVENUEBATON ROUGELA70806SECRETARY/ EXECUTIVE DIRECTOR1.00$78,125$0$0
MICHAEL SCIOTTI
7383 BURKE ROADJAMESVILLENY13078CHIEF FINANCIAL OFFICER1.00$14,375$0$0
PEGGY O'SHEA
194 DOVER ROADBARNEVELDNY13304DIRECTOR, CORPORATE SECRETARY1.00$50,400$0$0
KRISTA BABINEC
28 WAVERLY PLLITTLE FALLSNY13365ADVISOR1.00$0$0$0
DAVE READ
273 W MAIN STLITTLE FALLSNY13365DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROCK CITY CENTRE HOLDINGS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1690 EAST MAIN STREETAddressLine1Txt
CityLITTLE FALLSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13365ZIPCd
FieldValueIRS element (for citing)
Service TypeCONSULTING, ADMINISTRATIVE AND EXECUTIVE MANAGEMENT SERVICESServiceTypeTxt
Compensation$190,750CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).Description1Txt
Expenses1$0Expenses1Amt

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$14,096,658AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,092,020AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,188,678TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,188,678AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$242,830CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,945,848NetVlNoncharitableAssetsAmt
Minimum Investment Return$797,292MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$797,292MinimumInvestmentReturnAmt
Tax Based On Investment Income$86,446TaxBasedOnInvestmentIncomeAmt
Total Tax$86,446TotalTaxAmt
Distributable Before Adj$710,846DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$710,846DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$710,846DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,210,554ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,210,554QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$710,846DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,003ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$91,788ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$167,828ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$814,043ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,646,337ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,728,999TotalExcessDistributionCyovAmt
Qualifying Distributions$2,210,554QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$710,846AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,499,708RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,228,707TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$9,003ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,219,704ExcessDistriCyovToNextYrAmt
Excess From Year4$91,788ExcessFromYear4Amt
Excess From Year3$167,828ExcessFromYear3Amt
Excess From Year2$814,043ExcessFromYear2Amt
Excess From Year1$1,646,337ExcessFromYear1Amt
Excess From Current Year$1,499,708ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARTIN BABINECContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
UNITE AMERICA
1580 LINCOLN ST 520DENVERCO80203NONEPCGENERAL CHARITABLE PURPOSES$150,000
BASSETT HOSPITAL
ONE ATWELL RDCOOPERSTOWNNY13326NONEPCGENERAL CHARITABLE PURPOSES$500,000
CATHOLIC FAMILY SERVICES
228 WEST LEXINGTON STBALTIMOREMD21201NONEPCGENERAL CHARITABLE PURPOSES$5,000
CITY OF LITTLE FALLS
659 E MAIN STLITTLE FALLSNY13365NONEPCGENERAL CHARITABLE PURPOSES$21,805
CIVICS UNPLUGGED
335 MADISON AVE 4TH FLNEW YORKNY10017NONEPCGENERAL CHARITABLE PURPOSES$15,000
COMMUNITY CHEST
15 JACKSON STREETLITTLE FALLSNY13365NONEPCGENERAL CHARITABLE PURPOSES$40,000
EDS CHOICE
111 MONUMENT CIRCLE SUITE 2650INDIANAPOLISIN46204NONEPCGENERAL CHARITABLE PURPOSES$1,000
EMPIRE CENTER
PO BOX 7113ALBANYNY12224NONEPCGENERAL CHARITABLE PURPOSES$100,000
ENDEAVOR WNY
28 LIBERTY STREET 53RD FLOORNEW YORKNY10005NONEPCGENERAL CHARITABLE PURPOSES$50,000
FOCUS ON THE FAMILY
8605 EXPLORER DRIVECOLORADO SPRINGSCO80920NONEPCGENERAL CHARITABLE PURPOSES$100,000
GOVERNMENT JUSTICE CENTER
PO BOX 7113ALBANYNY12224NONEPCGENERAL CHARITABLE PURPOSES$50,000
GUARDIANS OF FREEDOM MEMORIAL
829 BROCKWAY RDFRANKFORTNY13340NONEPCGENERAL CHARITABLE PURPOSES$7,000
HARTWICK COLLEGE
PO BOX 4020ONEONTANY13820NONEPCGENERAL CHARITABLE PURPOSES$2,000
I CAN
310 MAIN STREETUTICANY13501NONEPCGENERAL CHARITABLE PURPOSES$100,000
BOY SCOUTS OF AMERICA
1401 GENEDEE STREETUTICANY13501NONEPCGENERAL CHARITABLE PURPOSES$1,500
SCULPTURE SPACE
12 GATES STREETUTICANY13502NONEPCGENERAL CHARITABLE PURPOSES$20,000
LITTLE FALLS POP WARNER
128 MILLENIUM COURTLITTLE FALLSNY13365NONEPCGENERAL CHARITABLE PURPOSES$3,000
LITTLE FALLS YOUTH AND FAMILY CENTER
15 STREET JACKSON STREETLITTLE FALLSNY13365NONEPCGENERAL CHARITABLE PURPOSES$9,829
LITTLE FALLS CITY SCHOOL DISTRICT
15 PETRIE STREETLITTLE FALLSNY13365NONEPCGENERAL CHARITABLE PURPOSES$242,521
LITTLE FALLS LIBRARY
10 WAVERLY PLACELITTLE FALLSNY13365NONEPCGENERAL CHARITABLE PURPOSES$5,000
MUSIC HEALS
PO BOX 2593MILL VALLEYCA94942NONEPCGENERAL CHARITABLE PURPOSES$15,000
MOHAWK VALLEY CENTER FOR THE ARTS INC
401-403 CANAL PLACELITTLE FALLSNY13365NONEPCGENERAL CHARITABLE PURPOSES$10,000
ON POINT FOR COLLEGE
488 W ONONDAGA STSYRACUSENY13202NONEPCGENERAL CHARITABLE PURPOSES$4,186
UPSTATE VENTURE CONNECT
690 EAST MAIN STLITTLE FALLSNY13365NONEPCGENERAL CHARITABLE PURPOSES$100,000
REMSEN GRANT
MARGARET DAVIS DRREMSENNY13438NONEPCGENERAL CHARITABLE PURPOSES$20,000
RIGHT TO START
12908 CATALINA STLEAWOODKS66209NONEPCGENERAL CHARITABLE PURPOSES$100,000
STUDENTS FOR LIBERTY
1750 TYSONS BOULEVARD SUITE 1500MCLEANVA22102NONEPCGENERAL CHARITABLE PURPOSES$5,000
UNIVERSITY OF AUSTIN TEXAS
912 S CAPITAL OF TEXAS HWY SUITEAUSTINTX78746NONEPCGENERAL CHARITABLE PURPOSES$10,000180
UKRAINE CRISIS RELIEF FUND
1 THOMAS CIRCLENW SUITE 800WASHINGTONDC20005NONEPCGENERAL CHARITABLE PURPOSES$3,000
WATER MISSION
1150 MOLLY GREENE WAY BLDG 1605NORTH CHARLESTONSC29405NONEPCGENERAL CHARITABLE PURPOSES$103,000
YWCA MOHAWK VALLEY
7 RUTGER PARKUTICANY13501NONEPCGENERAL CHARITABLE PURPOSES$30,824
HERKIMER FOUNDATION
100 RESERVOIR RDHERKIMERNY13350NONEPCGENERAL CHARITABLE PURPOSES$10,000
YOUNG SCHOLARS
1600 BURRSTONE RDUTICANY13502NONEPCGENERAL CHARITABLE PURPOSES$9,000
SHIPPENSBURG UNIVERSITY FOUNDATION
500 NEWBURG RDSHIPPENSBURGPA17257NONEPCGENERAL CHARITABLE PURPOSES$15,000
SHOWER POWER INC
PO BOX 1891NEW YORKNY10163NONEPCGENERAL CHARITABLE PURPOSES$3,000
SPECIAL OPERATIONS WARRIOR FOUNDATION
PO BOX 89367TAMPAFL33689NONEPCGENERAL CHARITABLE PURPOSES$20,000
OHUB FOUNDATION INC
1175 PEACHTREE ROAD NE SUITE 1000ATLANTAGA30361NONEPCGENERAL CHARITABLE PURPOSES$5,000
CHRONIC DISEASE FUND DBA GOOD DAYS
2611 INTERNET BOULEVARD STE 105FRISCOTX75034NONEPCGENERAL CHARITABLE PURPOSES$2,000
BUILDING FUTURES
1840 FAIRWAY DRSAN LEANDROCA94577NONEPCGENERAL CHARITABLE PURPOSES$2,500
THE CREATIVE OUTPOST
690 E MAIN STLITTLE FALLSNY13365NONEPCGENERAL CHARITABLE PURPOSES$60,656
MAIN STREET FIRST
690 E MAIN STLITTLE FALLSNY13365NONEPCGENERAL CHARITABLE PURPOSES$3,333
KEENAN CENTER GOOD JOBS FUND
1419 SALT SPRINGS ROADSYRACUSENY13214NONEPCGENERAL CHARITABLE PURPOSES$85,000
CATHOLIC CHARITIES OF HERKIMER COUNTY
61 WEST STREETILIONNY13357NONEPCGENERAL CHARITABLE PURPOSES$10,000
DEFY VENTURES
5 PENN PLAZA 19TH FLOORNEW YORKNY10001NONEPCGENERAL CHARITABLE PURPOSES$10,000
ARC HERKIMER
350 S WASHINGTON STHERKIMERNY13350NONEPCGENERAL CHARITABLE PURPOSES$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,160,154TotalGrantOrContriPdDurYrAmt
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$19,608ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$157,468ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,284ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,061,801ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion14ExclusionCd
Exclusion$208ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,246,369ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,246,369TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BABINEC FAMILY TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line128 WAVERLY PLACEAddressLine1Txt
CityLITTLE FALLSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13365ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,339,620TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property68,520 SHS TRINET GROUP INC.NoncashPropertyDesc
Fair Market Value$3,339,620FairMarketValueAmt
Received2022-11-23ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,595Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB$423,736$1,410,240
ROCKEFELLER CAPITAL MGMT -2605$6,545,201$6,417,687
ROCKEFELLER CAPITAL MGMT -3849$489,615$493,125
ROCKEFELLER CAPITAL MGMT -1227$0$5,461,968
ROCKEFELLER CAPITAL MGMT -1228$500,000$496,900

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescAPPRECIATION OVER DONOR'S COST BASISDesc
Amt$3,339,620Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$24,614$24,614$0$0
LEGAL AND PROFESSIONAL FEES$1,740$0$0$0
ACCOUNTING SOFTWARE$682$0$0$0
MEMBERSHIP DUES$3,720$0$0$0
BANK CHARGES & FEES$39$39$0$0
INSURANCE EXPENSE$1,492$0$0$0
POSTAGE & MAILING$5$0$0$0
GRANTS MANAGEMENT SOFTWARE$16,220$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INVESTMENT INCOME$7,284$7,284$7,284
OTHER INCOME$208$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$190,750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$56,533$0$0$0
FOREIGN INVESTMENT TAXES$0$2,396$0$0

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