FROELICH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FROELICH FAMILY FOUNDATION (EIN 47-1750161)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202203069349101000
- Schema version
- 2021v4.2
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T08:43:37-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161148763 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRLEY MORAN FREER & EASSA CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 EAST JEFFERSON STREET SUITE 920 | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471750161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROELICH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FROE | BusinessNameControlTxt |
| Phone | 4055178831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WEST LAKE ST | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG FROELICH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4055178831 | PhoneNum |
| Signature | 2022-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CRAIG | PersonFirstNm |
| Person Last | FROELICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S REID | PreparerPersonNm |
| PTIN | P00229126 | PTIN |
| Phone | 3154727045 | PhoneNum |
| Preparation | 2022-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,002,749 | 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 | $1,034 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,034 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,737 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $277,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,099,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $281,936 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,047 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,047 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $335,518 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $338,754 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $385 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $385 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $730 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $730 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,509 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,509 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,874 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $147,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $174,374 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $161,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $147,504 | CashBOYAmt |
| Cash EOY | $182,270 | CashEOYAmt |
| Cash EOYFMV | $182,270 | CashEOYFMVAmt |
| Other Investments BOY | $2,303,275 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,359,934 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,820,479 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,450,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,542,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,002,749 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,450,779 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,542,204 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,450,779 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,542,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,450,779 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,542,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,450,779 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $161,144 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,611,923 | SubtotalAmt |
| Other Decreases | $69,719 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,542,204 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MS0495 - ST | $19,789 | $15,417 | $4,372 | $4,372 | |
| PUBLICLY TRADED SECURITIES - MS0495 - LT | $4,545 | $2,134 | $2,411 | $2,411 | |
| PUBLICLY TRADED SECURITIES - MS0498 - ST | $150,000 | $150,000 | $0 | $0 | |
| PUBLICLY TRADED SECURITIES - MS0498 - LT | $50,000 | $50,000 | $0 | $0 | |
| PUBLICLY TRADED SECURITIES - MS0639- ST | $41,413 | $44,643 | -$3,230 | -$3,230 | |
| PUBLICLY TRADED SECURITIES - MS0644- ST | $148,114 | $131,409 | $16,705 | $16,705 | |
| PUBLICLY TRADED SECURITIES - MS0644- LT | $25,097 | $16,104 | $8,993 | $8,993 | |
| SEC. 1256 ST CLOSED CONTRACTS - MS0644 | -$9,418 | -$9,418 | |||
| SEC. 1256 LT CLOSED CONTRACTS - MS0644 | -$14,128 | -$14,128 | |||
| PUBLICLY TRADED SECURITIES - MS7464- ST | $187,527 | $170,274 | $17,253 | $17,253 | |
| PUBLICLY TRADED SECURITIES - MS5584- ST | $193,656 | $188,794 | $4,862 | $4,862 | |
| PUBLICLY TRADED SECURITIES - MS5584- LT | $139,444 | $85,110 | $54,334 | $54,334 | |
| PUBLICLY TRADED SECURITIES - MS5615- LT | $49,534 | $36,986 | $12,548 | $12,548 | |
| PUBLICLY TRADED SECURITIES - MS5615- ST | $13,823 | $12,798 | $1,025 | $1,025 | |
| PUBLICLY TRADED SECURITIES - MS5616- ST | $5,792 | $7,404 | -$1,612 | -$1,612 | |
| PUBLICLY TRADED SECURITIES - MS5617- ST | $103,332 | $100,000 | $3,332 | $3,332 | |
| PUBLICLY TRADED SECURITIES - MS5618- ST | $42,548 | $43,254 | -$706 | -$706 | |
| PUBLICLY TRADED SECURITIES - UBS58809- ST | $291,880 | $235,413 | $56,467 | $56,467 | |
| PUBLICLY TRADED SECURITIES - UBS58810- ST | $207,946 | $226,567 | -$18,621 | -$18,621 | |
| PUBLICLY TRADED SECURITIES - UBS58810- LT | $252,181 | $152,798 | $99,383 | $99,383 | |
| PUBLICLY TRADED SECURITIES - UBS58812- ST | $34,396 | $37,272 | -$2,876 | -$2,876 | |
| PUBLICLY TRADED SECURITIES - UBS58812- LT | $39,925 | $37,542 | $2,383 | $2,383 | |
| PUBLICLY TRADED SECURITIES - UBS58813- ST | $795,983 | $779,147 | $16,836 | $16,836 | |
| PUBLICLY TRADED SECURITIES - UBS58813- LT | $237,046 | $224,018 | $13,028 | $13,028 | |
| SEC. 1256 ST CLOSED CONTRACTS - UBS58810 | -$589 | -$589 | |||
| SEC. 1256 LT CLOSED CONTRACTS - UBS58810 | -$883 | -$883 | |||
| ENTERPRISE PRODUCTS PARTNERS - ST | $1,102 | $852 | $250 | $250 | |
| ENTERPRISE PRODUCTS PARTNERS - ST | $64,351 | $44,645 | $19,706 | $19,706 | |
| CAPITAL GAINS DIVIDENDS | $111 | $111 | $111 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $281,936 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,335 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,335 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,335 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $489 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,900 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,389 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,054 | OverpaymentAmt |
| Applied To ES Tax | $1,054 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG FROELICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4055178831 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WEST LAKE ST | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CRAIG A FROELICH | ||||||||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| BARBARA S FROELICH | ||||||||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 | SECRETARY | 0.25 | $0 | $0 | $0 |
| JAKOB S FROELICH | ||||||||
| 710 12TH ST S APT 1422 | ARLINGTON | VA | 22202 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MATTHEW C FROELICH | ||||||||
| 1816 KALORAMA RD NW APT 403 | WASHINGTON | DC | 200098119 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $2,647,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $289,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,936,299 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,936,299 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,892,255 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,335 | TotalTaxAmt |
| Distributable Before Adj | $140,278 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $140,278 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $140,278 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $147,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $140,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,652 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,840 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,023 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $24,732 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,247 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $140,278 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,222 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $85,469 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,652 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $83,817 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,840 | ExcessFromYear4Amt |
| Excess From Year3 | $35,023 | ExcessFromYear3Amt |
| Excess From Year1 | $24,732 | ExcessFromYear1Amt |
| Excess From Current Year | $7,222 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CRAIG A FROELICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WEST LAKE ST | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4055178831 | RecipientPhoneNum |
| Recipient Email Address | CFROELICH75@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT REQUESTS (IN DUPLICATE) CAN BE MAILED TO THE FROELICH FAMILY FOUNDATION, 101 WEST LAKE STREET, SKANEATELES, NY 13152. PLEASE CONTACT CRAIG FROELICH FOR THE GRANT REQUEST FORM AT CFROELICH@ENVIRO-OK.COM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT PROPOSALS CAN BE MADE AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION PROVIDES GRANTS FOR NONPROFIT ORGANIZATIONS QUALIFIED AS PUBLIC CHARITIES WITH PRIORITY GIVEN TO ORGANIZATIONS SERVING OKLAHOMA. PRIMARY FIELDS INCLUDE EDUCATION, SOCIAL WELFARE, COMMUNITY ARTS AND CULTURAL ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN BRAIN TUMOR ASSOCIATION | ||||||
| 8550 W BRYN MAWR AVE | CHICAGO | IL | 606313225 | PC | SUPPORT FOR BRAIN TUMORS | $2,500 |
| AMERICAN RED CROSS | ||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | PC | SUPPORT OF DISASTER RELIEF AUSTRIALIAN WILD FIRES | $25,000 |
| CAPITAL AREA FOOD BANK | ||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | PC | SUPPORT OF CAPITAL AREA FOOD BANK FOR THOSE IN NEED | $5,000 |
| CATHOLIC CHARITIES USA | ||||||
| 2050 BALLENGER AVE SUITE 400 | ALEXANDRIA | VA | 22314 | PC | SUPPORT OF CATHOLIC CHARITIES FOR THOSE IN NEED | $7,500 |
| CROUSE HEALTH FOUNDATION | ||||||
| 736 IRVING AVE | SYRACUSE | NY | 13210 | PC | SUPPORT OF HEALTH SERVICES FOR | $5,000 |
| FOOD BANK FOR NYC | ||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | PC | SUPPORT OF FOOD BANK FOR THOSE IN NEED | $2,500 |
| FOOD BANK OF CENTRAL NY | ||||||
| 7066 INTERSTATE ISLAND ROAD | SYRACUSE | NY | 13209 | PC | SUPPORT OF FOOD BANK FOR THOSE IN NEED | $5,000 |
| IN MY FATHER'S KITCHEN | ||||||
| 501 HAWLEY AVE | SYRACUSE | NY | 13203 | PC | FOOD FOR NEEDY | $5,000 |
| INTERFAITH SOCIAL MINISTRIES | ||||||
| PO BOX 1602 | SEMINOLE | OK | 74818 | PC | SUPPORT FOR FOOD BANK FOR NEEDY | $2,500 |
| JASMINE MORAN CHILDREN'S MUSEUM | ||||||
| PO BOX 1828 | SEMINOLE | OK | 74818 | PC | SUPPORT FOR MUSEUM FOR CHILDREN | $2,500 |
| JOSEPH HOUSE FOR WOMEN | ||||||
| 802 COURT STREET | SYRACUSE | NY | 13028 | PC | SUPPORT FOR PREGNANT YOUNG WOMEN | $25,000 |
| LIFESONG FOR ORPHANS INC | ||||||
| 202 FORD STREET | GRIDLEY | IL | 61744 | PC | SUPPORT OF ORPHANAGE HOUSING IN HATIE | $5,000 |
| MARCH OF DIMES | ||||||
| PO BOX 18819 | ATLANTA | GA | 31126 | PC | SUPPORT FOR INFANT HEALTH AND POLIO ERRADICATION | $5,000 |
| MCMAHONRYAN CHILD ADVOCACY CENTER | ||||||
| 601 E GENESSE STREET | SYRACUSE | NY | 13202 | PC | SUPPORT FOR ABUSED CHILDREN | $7,500 |
| MEALS ON WHEELS OF SYRACUSE | ||||||
| 300 BURT ST | SYRACUSE | NY | 13202 | PC | FOOD FOR NEEDY | $5,000 |
| NEIGHBOR BUILDING NEIGHBORHOODS | ||||||
| 207 N SECOND STREET | MUSKOGEE | OK | 74401 | PC | SUPPORT FOR SEMINOLE OK COMMUNITY FOUNDATION | $2,500 |
| SALVATION ARMY | ||||||
| PO BOX 148 | SYRACUSE | NY | 13206 | PC | SUPPORT OF DISASTER RELIEF | $7,500 |
| SEMINOLE HUMANE SOCIETY | ||||||
| PO BOX 1543 | SEMINOLE | OK | 74818 | PC | SUPPORT FOR ANIMAL CARE | $5,000 |
| ST JUDES CHILDRENS' HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | CHILDHOOD CANCER SUPPORT | $5,000 |
| THE FORTUNE SOCIETY | ||||||
| 29-76 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | PC | SUPPORT FOR SUCCESSFUL RENTRY FROM PRISON | $2,500 |
| DIABETES ACTION | ||||||
| PO BOX 34635 | BETHESDA | MD | 20827 | PC | SUPPORT FOR DIABETES | $5,000 |
| BE THE MATCH | ||||||
| NW 5948 PO BOX 1450 | MINNEAPOLIS | MN | 55485 | PC | SUPPORT FOR BLOOD CANCER | $2,500 |
| LITTLE WARRIOR FOUNDATION | ||||||
| PO BOX 2124 | BROOKFIELD | WI | 530082124 | PC | SUPPORT FOR CHILDHOOD CANCER | $5,000 |
| PRELITERACY | ||||||
| 101 W WYOMING ST | SYRACUSE | NY | 13204 | PC | SUPPORT FOR PRELITERACY | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,034 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,664 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,047 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $277,773 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $335,518 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $335,518 | 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 FEES | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $5,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,359,934 | BookValueAmt |
| EOYFMV | $2,820,479 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $385 | LegalFeesAmt |
| Net Investment Income | $385 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST INVESTMENT TO COST | Desc |
| Amt | $69,719 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE & FEES | Desc |
| Revenue And Expenses Per Books | $20,509 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,509 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MORGAN STANLEY 0498 | $4,797 | $4,797 | $4,797 |
| MORGAN STANLEY 5617 | $1,250 | $1,250 | $1,250 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CRAIG A FROELICH | |||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 |
| BARBARA S FROELICH | |||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $480 | $480 | $0 |
| OTHER TAXES | $250 | $250 | $0 |
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