2023-10-18T15:01:10-05:00 2022-12-31 161131146 BONADIO & CO LLP 432 NORTH FRANKLIN STREET SYRACUSE NY 13204 990PF 2022-01-01 156017650 FRED L EMERSON FOUNDATION INC FRED 3152539621 5654 SOUTH STREET ROAD AUBURN NY 13021 DANIEL J FESSENDEN EXECUTIVE DIRECTOR 3152539621 2023-09-13 1 DANIEL FESSENDEN XXX-XX-XXXX 0 MICHELLE MUNDY P01982856 3154227109 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 94868170 X X 98281 98281 2074722 2074722 199342 23994774 199342 2372345 2372345 199600 9980 189620 293284 14664 278620 76169 3808 72361 21950 1098 20852 432775 394521 38254 365336 0 0 26768 0 15397 770 14627 7946 0 7946 67125 4782 62343 1506350 429623 684623 2835815 2835815 4342165 429623 3520438 -1969820 1942722 135292 85068 85068 1406847 565456 565456 60777923 62170059 67637848 22151776 20751055 18332364 11833306 10785014 7871244 748300 372110 397518 376190 376190 96702662 94732842 94868170 0 0 X 96702662 94732842 96702662 94732842 96702662 94732842 96702662 -1969820 0 94732842 0 94732842 PUBLICLY TRADED SECURITIES P 23994774 23795432 199342 199342 199342 27004 0 27004 0 27004 290349 0 0 0 290349 X 0 263345 0 263345 0 0 0 0 0 0 0 0 0 0 1 1 NY DE 1 0 0 0 0 1 EMERSONFOUNDATION.COM DANIEL J FESSENDEN EXECUTIVE DIRE 3152539621 5654 SOUTH STREET ROAD AUBURN NY 13021 1 CJ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KRISTEN E RUBACKA 5654 SOUTH STREET ROAD AUBURN NY 13021 PRESIDENT 8.00 19150 0 35 W GARY EMERSON 5654 SOUTH STREET ROAD AUBURN NY 13021 VICE PRESIDENT 6.00 15800 0 0 DANIEL J FESSENDEN 5654 SOUTH STREET ROAD AUBURN NY 13021 EXECUTIVE DIRECTOR 40.00 241778 36505 1313 PETER J EMERSON 5654 SOUTH STREET ROAD AUBURN NY 13021 DIRECTOR 2.00 9500 0 0 LORI E ROBINSON 5654 SOUTH STREET ROAD AUBURN NY 13021 TREASURER 4.00 17000 0 316 HEATHER A EMERSON 5654 SOUTH STREET ROAD AUBURN NY 13021 SECRETARY 4.00 20100 0 671 SALLY E WAGNER 5654 SOUTH STREET ROAD AUBURN NY 13021 DIRECTOR 2.00 16250 0 0 JOAN H STEWART 5654 SOUTH STREET ROAD AUBURN NY 13021 DIRECTOR 2.00 7750 0 0 ELIZABETH A AUGUST 5654 SOUTH STREET ROAD AUBURN NY 13021 DIRECTOR 2.00 18750 0 0 W ERIC EMERSON 5654 SOUTH STREET ROAD AUBURN NY 13021 DIRECTOR 2.00 16750 0 0 ALEX KINAL-WAGNER 5654 SOUTH STREET ROAD AUBURN NY 13021 DIRECTOR 2.00 15300 0 536 MICHAEL F NOZZOLIO 5654 SOUTH STREET ROAD AUBURN NY 13021 DIRECTOR 2.00 15000 0 0 KATELYN M PERKINS 5654 SOUTH STREET ROAD AUBURN NY 13021 DIRECTOR 2.00 14750 0 0 MARY MCLEAN EVANS 5654 SOUTH STREET ROAD AUBURN NY 13021 DIRECTOR 2.00 6750 0 0 KIMBERLY SBELGIO 5654 SOUTH STREET ROAD AUBURN NY 13021 OFFICE ADMINISTRATOR 40.00 54500 23601 42 0 NONE 0 0 99784024 1356002 0 101140026 0 0 101140026 1517100 99622926 4981146 4981146 27004 27004 4954142 0 4954142 0 4954142 3520438 0 3520438 4954142 0 0 453668 453668 3520438 0 0 0 3520438 0 453668 453668 0 0 0 0 0 980036 0 0 0 DANIEL J FESSENDEN EXECUTIVE DIRECT 5654 SOUTH STREET ROAD AUBURN NY 13021 3152539621 ALL ORGANIZATIONS SUBMITTING A PROPOSAL MUST COMPLETE THE EMERSON FOUNDATION GRANT APPLICATION FORM. PROPOSALS ARE ACCEPTED AND CONSIDERED ON AN ONGOING BASIS. 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. 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FRANK LIOI'S 55 YEARS OF PRIESTHOOD 2500 STANFORD UNIVERSITY 301 ENCINA HALL STANFORD CA 94305 NONE EXEMPT THE STANFORD FUND - CLASS OF 1962 5000 SYRACUSE UNIVERSITY 640 SKYTOP ROAD SYRACUSE NY 132445040 NONE EXEMPT TOWARD THE SUSAN ANNE SOVIE L'94 MEMORIAL SCHOLARSHIP FUND 5000 THE NATURE CONSERVANCY 274 N GOODMAN STREET SUITE B261 ROCHESTER NY 14607 NONE EXEMPT COMMUNITY-BASED ACTION FOR HEALTHY FINGER LAKES 100000 THE PUBLIC BROADCASTING COUNCIL OF CENTRAL NEW YORK INC (DBA WCNY) 415 W FAYETTE ST SYRACUSE NY 13204 NONE EXEMPT INVESTMENT IN CRITICAL EQUIPMENT NEEDED FOR ALL OF WCNY'S EDUCATIONAL COMMUNITY PROGRAMMING 25000 THE REV THEATRE COMPANY 17 WILLIAM STREET 2ND FLOOR AUBURN NY 13021 NONE EXEMPT UNRESTRICTED 25000 THE SATO PROJECT 130 WATER STREET BROOKLYN NY 11201 NONE EXEMPT UNRESTRICTED, IN MEMORY OF CHARLIE, THE SATO 20000 THE UPSTATE FOUNDATION 750 EAST ADAMS STREET 326 CAB SYRACUSE NY 13210 NONE EXEMPT TOWARD CHILD AND ADOLESCENT MENTAL HEALTH FUND 10000 TRANSPORTATION PROJECT FOR CAYUGA COUNTY INC 17 NELSON ST AUBURN NY 13021 NONE EXEMPT PURCHASE TWO NEW VANS TO REPLACE TWO OLDEST, UNRESTRICTED, TO SUPPORT THE MISSION OF THE SCAT VAN 18500 UNION COLLEGE 807 UNION STREET SCHENECTADY NY 12308 NONE EXEMPT SCHULER ACCESS INITIATIVE 250000 UNION SPRINGS FIRE DEPARTMENT 257 CAYUGA STREET PO BOX 72 UNION SPRINGS NY 13160 NONE EXEMPT 2023 MEDICAL RESCUE REPLACEMENT VEHICLE 10000 UNITED WAY OF CAYUGA COUNTY INC 2 STATE STREET SUITE 2 AUBURN NY 13021 NONE EXEMPT TOWARDS THE 2022-23 CAMPAIGN 50000 UNIVERSITY OF MINNESOTA FOUNDATION 200 OAK STREET SE SUITE 500 MINNEAPOLIS MN 55455 NONE EXEMPT TOWARD WASHBURN MEMORIAL FUND IN MEMORY OF LAURA THOMAS MCLEAN 5000 UNIVERSITY OF NORTH CAROLINA AT GREENSBORO PO BOX 26170 GREENSBORO NC 274026170 NONE EXEMPT TO SUPPORT STUDENTS MAJORING OR MINORING IN LLC 10000 UNIVERSITY OF ROCHESTER 300 E RIVER RD BOX 278701 ROCHESTER NY 14627 NONE EXEMPT STUDIO X, IZONE INTERNSHIPS, CLASS OF 1995 MELIORA GEORGE EASTMAN SCHOLARSHIP 217000 UNIVERSITY OF THE PEOPLE 225 S LAKE AVE SUITE 300 PASADENA CA 91101 NONE EXEMPT TO SUPPORT THE EDUCATION OF STUDENTS FROM UKRAINE 2000 VIBRANT EMOTIONAL HEALTH 50 BROADWAY 19TH FLOOR NEW YORK NY 10004 NONE EXEMPT TOWARD THE NATIONAL SUICIDE PREVENTION LIFELINE 5000 WELLS COLLEGE 170 MAIN ST AURORA NY 13026 NONE EXEMPT LAUNCHING A HOSPITALITY MANAGEMENT PROGRAM AT WELLS COLLEGE, WELLS ANNUAL FUND 305000 YMCA-WEIU OF AUBURN NY 27 WILLIAM ST AUBURN NY 13021 NONE EXEMPT IN MEMORY OF RONALD D. 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AT COST 93161 35389 CAYUGA VENTURE FUND III, LP AT COST 139771 94630 CAYUGA VENTURE FUND IV, LP AT COST 222042 110971 CAYUGA VENTURE FUND V AT COST 219569 122980 CCMP III PRIVATE INVESTORS OFFSHORE, L.P. - CLASS A AT COST 161409 147263 CLAYTON, DUBILIER & RICE (CD&R) FUND 8, LP (OFFSHORE INVESTORS) AT COST 88982 50116 GIF IV PRIVATE INVESTORS OFFSHORE LP CLASS A AT COST 180217 19886 GSO PRIVATE INVESTORS OFFSHORE II, LP CLASS A AT COST 326409 77921 HPS MEZZANINE PRIVATE INVESTORS OFFSHORE II L.P CLASS A AT COST 178640 27357 J.C. FLOWERS III PRIVATE INVESTORS OFFSHORE LP AT COST 243535 38344 KKR AMERICAS XII PRIVATE INVESTORS OFFSHORE, L.P. AT COST 687944 949526 KKR ASIAN FUND II PRIVATE INVESTORS OFFSHORE, LP - CLASS A AT COST 733947 461101 L CAPITAL ASIA 2 PRIVATE INVESTORS OFFSHORE, L.P. - CLASS A AT COST 504784 233525 PEG DIGITAL GROWTH FUND OFFSHORE LP AT COST 524053 12625 PEG DIGITAL GROWTH FUND OFFSHORE SPECIAL II LP AT COST 270080 87521 PEG SECONDARY PRIVATE EQUITY INVESTORS OFFSHORE SPECIAL, L.P AT COST 62161 58704 QUANTUM PARALLEL PARTNERS V, LP AT COST 235410 244054 RIVERSTONE GLOBAL ENERGY AND POWER PRIVATE INVESTORS V, LP (OFFSHORE) CLASS AT COST 1294322 604365 RS GLOBAL ENERGY AND POWER PRIVATE INVESTORS OFFSHORE VI, L.P. AT COST 417465 326283 SCHWAB GOVERNMENT MONEY AT COST 436431 436431 SILVER LAKE PARTNERS IV (SLP IV) PRIVATE INVESTORS, L.P. (OFFSHORE INVESTORS AT COST 660569 1536292 STARWOOD SOF IX PRIVATE INVESTORS OFFSHORE L.P. CLASS A - NON-SELF DEALING F AT COST 96414 53500 STARWOOD SOF VIII PRIVATE INVESTORS TE LLC (ONSHORE) AT COST 71707 33958 HARBOURVEST 2022 GLOBAL FEEDER FUND L.P AT COST 75000 105600 BULDING - 5654 SOUTH ST RD 95000 70642 24358 RENOVATIONS TO 5654 SOUTH ST RD 102482 76206 26276 RENOVATIONS TO 5654 SOUTH ST RD 11796 8465 3331 NEW SOFIT LIGHTING AND RENOVATIONS 1750 1060 690 ELECTRIC HEATING UNITS 1232 1232 0 HEAVY DUTY DOOR LOCK 649 649 0 NEW SIDING ON BUILDING 5912 2314 3598 FILING CABINETS 3042 3042 0 COMPUTER SOFTWARE (MICRO INFO SYSTEMS) 3500 3500 0 PAPER SHREDDER 1151 1151 0 ESSENTIAL GIFTS FOR WINDOWS SOFTWARE & ADDITIONAL USERS ADDED 8961 8961 0 DESK 1000 1000 0 DESK 995 995 0 BOOKCASES 21000 21000 0 SINAGE 552 552 0 COFFEE TABLE 425 425 0 2 FILE CABINETS 491 491 0 CONF TABLE AND CHAIRS 1740 1740 0 DESK 2985 2985 0 CREDENZA 2037 2037 0 OFFICE CHAIR 1040 1040 0 REFRIGERATOR 480 480 0 LAND 10000 0 10000 CARPET 14024 14024 0 TELEPHONE 6714 6714 0 NEW HEAT SYSTEM 36887 13321 23566 TABLES & CABINETS 6000 6000 0 COUNTERTOP 5790 5790 0 WINDOW BLINDS 3000 3000 0 DELL OPTIPLEX 780 1355 1355 0 KONICA COPIER BIZHUB C284 5134 5134 0 POWEREDGE T320 6075 6075 0 COMPUTER 2108 2108 0 DRIVEWAY/PARKING PAVING 13970 7836 6134 STAND UP COMPUTER DESK 1447 1447 0 STAND UP COMPUTER DESK 1902 1902 0 DELL OPTIPLEX 1967 1967 0 LENOVA THINKPAD 2241 2241 0 CONFERENCE ROOM ADDITIONS 290166 35334 254832 CONFERENCE ROOM EQUIPMENT 13976 13276 700 CHAIRS, CABINETS 44268 30042 14226 CONFERENCE TAB 2841 2178 663 SECURITY SYSTEM 2083 607 1476 LAPTOP 2692 972 1720 ENERGY EFFICIENT LIGHT UPGRADE 5440 820 4620 NEW YORK STATE FILING FEE 1500 1500 0 MISCELLANEOUS 1715 86 1629 REPAIRS AND MAINTENANCE 37009 1850 35159 OFFICE SUPPLIES 1392 70 1322 INSURANCE 20099 1005 19094 DUES & SUBSCRIPTIONS 5410 271 5139 INVESTMENT AND CUSTODIAL FEES 392508 392508 0 401(K) ADMINISTRATION 2050 103 1947 PAYROLL SERVICES 867 43 824 ACCOUNTING CONSULTANT 21000 1050 19950 PROFESSIONAL CONSULTING FEES 16350 817 15533 FEDERAL EXCISE TAX 365336 0 0