GREEN FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GREEN FAMILY FOUNDATION INC (EIN 20-4256553)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-15
IRS object ID
202132889349100533
Schema version
2020v4.1
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)
Return2021-10-15T13:02:57-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204256553EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREEN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone9415384013PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19726 53RD DR EASTAddressLine1Txt
CityBRADENTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP342113760ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD J GREENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9415384013PhoneNum
Signature2021-09-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDONALDPersonFirstNm
Person LastGREENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHANNON T FORKIN CPAPreparerPersonNm
PTINP00973625PTIN
Phone3154729127PhoneNum
Preparation2021-09-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,649,429FMVAssetsEOYAmt
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$50,026InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$44,448InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$233,874DividendsRevAndExpnssAmt
Dividends Net Invst Incm$229,770DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$286,977NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,766,230GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$292,455CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$570,877TotalRevAndExpnssAmt
Total Net Invst Incm$566,673TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$162,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$81,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$81,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$14,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$7,000LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$7,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,977AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,523AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$59,656OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$59,656OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,241TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,121TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$2,120TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,099OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,518OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,581OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$257,496TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$162,272TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$95,224TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$806,290ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$806,290ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,063,786TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$162,272TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$901,514TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$492,909ExcessRevenueOverExpensesAmt
Net Investment Income$404,401NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$490,315CashBOYAmt
Cash EOY$425,404CashEOYAmt
Cash EOYFMV$425,404CashEOYFMVAmt
US Government Obligations BOY$1,638,680USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,267,685USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,267,685USGovtObligationsEOYFMVAmt
Corporate Stock BOY$16,173,706CorporateStockBOYAmt
Corporate Stock EOY$18,009,038CorporateStockEOYAmt
Corporate Stock EOYFMV$18,009,038CorporateStockEOYFMVAmt
Corporate Bonds BOY$921,628CorporateBondsBOYAmt
Corporate Bonds EOY$947,302CorporateBondsEOYAmt
Corporate Bonds EOYFMV$947,302CorporateBondsEOYFMVAmt
Total Assets BOY$19,224,329TotalAssetsBOYAmt
Total Assets EOY$20,649,429TotalAssetsEOYAmt
Total Assets EOYFMV$20,649,429TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$19,224,329NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$20,649,429NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$19,224,329TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,649,429TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,224,329TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,649,429TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,224,329TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$492,909ExcessRevenueOverExpensesAmt
Other Increases$1,918,009OtherIncreasesAmt
Subtotal$20,649,429SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,649,429TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - MS 8961P$520,885$591,951-$71,066-$71,066
PUBLICLY TRADED SECURITIES - STATE STREET 0634P$612,986$545,903$67,083$67,083
PUBLICLY TRADED SECURITIES - MS 9932P$3,470,381$3,334,397$135,984$135,984
PUBLICLY TRADED SECURITIES - MS 5770P$1,416$1,524-$108-$108
CAPITAL GAINS DIVIDENDSP$160,562$160,562$160,562
FieldValueIRS element (for citing)
Capital Gain Net Income$292,455CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,621InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,621SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,621TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,722EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,722TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$11,101OverpaymentAmt
Applied To ES Tax$11,101AppliedToESTaxAmt
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 StateNJOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksDONALD GREEN TREASURERIndividualWithBooksNm
Phone9415384013PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19726 53RD DR EAddressLine1Txt
CityBRADENTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP342113760ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD J GREEN
9726 53RD DR EBRADENTONFL342113760TREASURER15.00$49,500$0$0
LOUISE ANN GREEN LALUMIA
17 DUTCHESS LANEDAYTONNJ08810PRESIDENT5.00$37,500$0$0
JEFFREY B SCHEER
ONE LINCOLN CENTERSYRACUSENY132021355SECRETARY10.00$37,500$0$0
DONNA GREEN BURGMAYER
6 COTTONWOOD COURTLAFAYETTE HILLPA19444VICE-PRESIDENT5.00$37,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$18,148,970AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$683,216AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,832,186TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,832,186AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$282,483CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,549,703NetVlNoncharitableAssetsAmt
Minimum Investment Return$927,485MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$927,485MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,621TaxBasedOnInvestmentIncomeAmt
Total Tax$5,621TotalTaxAmt
Distributable Before Adj$921,864DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$921,864DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$921,864DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$901,514ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$901,514QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$901,514AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$921,864DistributableAsAdjustedAmt
Undistributed Income PY$888,192UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$901,514QualifyingDistributionsAmt
Applied To Year1$888,192AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,322AppliedToCurrentYearAmt
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$908,542UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFREY B SCHEER ESQRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ONE LINCOLN CENTERAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP132021355ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3152188286RecipientPhoneNum
Form And Info And MaterialsFILLED OUT GRANT APPLICATION, DETAILED PROJECT BUDGET INCLUDING CONTINGENCY PLAN IF THE FUNDS ARE NOT RECEIVED, CURRENT BUDGET INCLUDING IN-KIND SERVICES AND VOLUNTEER HOURS, A LIST OF THE CURRENT BOARD OF DIRECTORS INCLUDING BUSINESS ADDRESSES AND OCCUPATIONS, THE MOST RECENT AUDITED FINANCIAL REPORT, AND A COPY OF THE ORGANIZATION'S 501(C)(3) DETERMINATION LETTER.FormAndInfoAndMaterialsTxt
Submission DeadlinesGRANT APPLICATION BY AUGUST 31ST, FOUNDATION'S DECISION BY DECEMBER 31ST.SubmissionDeadlinesTxt
Restrictions On AwardsGRANT APPLICATIONS MUST BE CONSISTENT WITH THE FOUNDATION'S MISSION STATEMENT AND BE SUBMITTED FOR ONE OF THE FOLLOWING CATEGORIES: 1. CAPITAL OR START-UP FUNDING FOR EDUCATIONAL, CULTURAL, ARTISTIC, HEALTH AND WELLNESS AND OTHER SOCIAL SERVICE INITIATIVES; OR 2. CAPITAL OR START-UP FUNDING FOR AFTER-SCHOOL, WEEKEND, OR SUMMER PROGRAMS FOR YOUTHS AND FAMILIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ARC OF SENECA CAYUGA
1521 CLARK STREET ROADAUBURNNY13021NONEPCSPOT LIGHT STUDIO PERFORMING ARTS SAFE RE-OPENING$5,000
CAMP RAMAH IN NEW ENGLAND
1206 BOSTON-PROVIDENCE HIGHWAYNORWOODMA02062NONEPCVOCATIONAL TRAINING FOR TEENS AND YOUNG ADULTS WITH DISABILITIES$25,000SUITE 201
CARON TREATMENT CENTERS
PO BOX 150WERNERSVILLEPA19565NONEPCMCGLINN HALL AIR HANDLER REPLACEMENTS$25,000
CATHOLIC CHARITIES OF ONONDAGA COUNTY
1654 WEST ONONDAGA STREETSYRACUSENY13204NONEPCCATHEDRAL EMERGENCY SERVICES WINDOWS$9,450
CROUSE HEALTH FOUNDATION
736 IRVING AVENUESYRACUSENY13210NONEPCPPE EQUIPMENT$10,000
ELMCREST CHILDREN'S CENTER
960 SALT SPRINGS ROADSYRACUSENY13224NONEPCNORTHSIDE EDUCATION CENTER$10,000
FAYETTEVILLE-MANLIUS A BETTER CHANCE
411 E SENECA STREETMANLIUSNY13104NONEPCROOF REPLACEMENT$20,000
FIRST PRESBYTERIAN CHURCH
1101 BEDFORD STREETSTAMFORDCT06905NONEPCCREATIVE LEARNING @ FPC COMPUTER LAB$10,500
GOOD GRIEF INC
38 ELM STREETMORRISTOWNNJ07960NONEPCPRINCETON CENTER RENOVATIONS$25,000
HINKLETOWN MENNONITE SCHOOL
272 WANNER ROADEPHRATAPA17522NONEPCSUPPORTING EXTRA EDUCATIONAL NEEDS IN PANDEMIC$9,750
INTERIM HOUSE INC
333 W UPSAL STREETPHILADELPHIAPA19119NONEPCLIFE SKILLS AND WORK READINESS PROGRAM$25,000
JEWISH HOME OF CENTRAL NEW YORK SENIOR APARTMENTS INC
4101 EAST GENESEE STREETSYRACUSENY13214NONEPCADDRESS NEEDS OF INDIVIDUALS WHO HAVE BEEN RESTRICTED TO THEIR HOMES THROUGH TELEHEALTH, TELEMEDICINE AND TECHNOLOGY$10,000
LAUREL HOUSE
180 WEST GERMANTOWN PIKEEAST NORRISTONPA19404NONEPCFUNDS TO CONTINUE PROVIDING SUPPORT FOR VICTIMS OF DOMESTIC VIOLENCE, PREVENTING HOMELESSNESS THROUGH TRANSITIONAL HOUSING$25,000
MAKE-A-WISH FOUNDATION OF CENTRAL NEW YORK
5005 CAMPUSWOOD DRIVEEAST SYRACUSENY13057NONEPCADOPT-A-WISH$12,500
MENORAH PARK GROUP RESIDENCES INC
4101 E GENESEE STREETSYRACUSENY13214NONEPCEDUCATE, ADVOCATE AND PROMOTE PHYSICAL AND MENTAL HEALTH$7,500
MERCY WORKS INC
1221 SOUTH SALINA STREETSYRACUSENY13202NONEPCPROVIDE FOOD INCLUDING FRESH PRODUCE TO FAMILIES IMPACTED BY THE COVID-19 VIRUS, SYNERGY INTERNSHIP PROGRAM$35,000
MILTON J RUBENSTEIN MUSEUM OF SCIENCE AND TECHNOLOGY
500 S FRANKLIN STREETSYRACUSENY13202NONEPCFUTURE INNOVATORS$10,000
MOVE OVER BREAST CANCER INC
48 FLEMING WAYPRINCETONNJ08540NONEPCMOVE OVER BREAST CANCER MOBILE PROGRAM$25,000
OCEAN GROVE CAMP MEETING ASSOCIATION
54 PITMAN AVENUEOCEAN GROVENJ07756NONEPCNEW TRUMPET RANK FOR THE POSITIVE DIVISION$15,000
ON POINT FOR COLLEGE INC
488 WEST ONONDAGA STSYRACUSENY13202NONEPCGAP SCHOLARSHIPS FOR ON POINT STUDENTS$25,000
ONONDAGA EARTH CORPS
SUNY EOC ROOM 239 100 NEW STREETSYRACUSENY13202NONEPCONONDAGA CREEKWALK PHASE 2 ECOLOGICAL ENHANCEMENTS YR2$13,900
PATHWAY FOR THE VISUALLY IMPAIRED
1170 MAIN STREETBUFFALONY14209NONEPCCAPITAL REPAIRS TO 1160 AND 1170 MAIN STREET$7,500
PRINCETON ALLIANCE CHURCH DBA HE CARES WE CARE
20 SCHALKS CROSSING ROADPLAINSBORONJ08536NONEPCTHE PANTRY$10,100
PRINCETON CHILDREN'S FUND
5 HASLET AVENUEPRINCETONNJ08540NONEPCASSIST WITH HOUSING AND UTILITY COSTS$10,000
PUBLIC BROADCASTING COUNCIL OF CENTRAL NEW YORK INC
415 WEST FAYETTE STREETSYRACUSENY13204NONEPCVIRTUAL EDUCATION TO STUDENTS IN THE WCNY VIEWING AREA, GEEVS TV RECORD/PLAYBACK SYSTEM$52,620
REGINA NURSING CENTER
550 EAST FORMANCE STREETNORRISTOWNPA19401NONEPCPERSONAL PROTECTIVE EQUIPMENT$10,000
ROSAMOND GIFFORD ZOO
ONE CONSERVATION PLACESYRACUSENY13204NONEPCZOO GUIDES$10,000
THE SALVATION ARMY - ATLANTIC CITY
22 S TEXAS AVENUEATLANTIC CITYNJ08401NONEPCFREEZER, REFRIGERATOR, FOOD, FOOD PACKAGING, ATLANTIC CITY CORPS ROOF REPLACEMENT AND MASONRY$90,000
THE SALVATION ARMY - ELMIRA NY
414 LAKE STREETELMIRANY14901NONEPCFOOD, DOMESTIC ABUSE SHELTER, PERSONAL ARTICLES FOR VICTIMS OF DOMESTIC ABUSE$15,000
THE SALVATION ARMY - EMPIRE DIVISION
200 TWIN OAKS DRIVE PO BOX 148SYRACUSENY13206NONEPCVIRTUAL MUSIC LESSONS$10,000
THE SALVATION ARMY - GREATER PHILADELPHIA
701 N BROAD STREETPHILADELPHIAPA19123NONEPCFUNDS FOR FOOD ASSISTANCE$10,000
THE SALVATION ARMY - MANATEE COUNTY FLORIDA
1204 14TH STREET WESTBRADENTONFL34205NONEPCKIDS 2 KAMP - A PROGRAM OF FUN AND ENHANCEMENT OF READING SKILLS, MUSIC PROGRAM FOR SUMMER DAY CAMP$17,922
THE SALVATION ARMY - NEW JERSEY DIVISION
45 CENTRAL AVENUENEWARKNJ07102NONEPCFOOD, SANITARY PRODUCTS FOR MEN AND WOMEN$10,000
THE SALVATION ARMY - NORTHERN DAUPHIN SU
105 MAIN STREETLYKENSPA17048NONEPCTHE VALLEY WORKFORCE INITIATIVE$15,000
THE SALVATION ARMY - ORANGE COUNTY
10200 PIONEER ROADTUSTINCA92782NONEPCFINANCIAL ASSISTANCE FOR RENT AND UTILITIES$35,000
THE SALVATION ARMY - PENDEL DIVISION
701 N BROAD STREETPHILADELPHIAPA19123NONEPCSTORAGE EQUIPMENT - FREEZERS, REFRIGERATORS, SHELVING, ETC.$10,000
THE SALVATION ARMY - THOMAS LYLE WILLIAMS
PO BOX 139RENOVOPA17764NONEPCPROJECT HOPE AFTER-SCHOOL PROGRAM$15,000
THE SALVATION ARMY - WEST NYACK
440 WEST NYACK ROADWEST NYACKNY10994NONEPCBUDD/STREHLE/ROYLE PROG. CHARI SCHOLARSHIP 2021, OPERATION RED SHIELD (ORS) VETS CAMP, SATELITE COMMUNICATIONS PACKAGE$37,048
THE SALVATION ARMY
231 SUNRISE AVENUEHONESALEPA18431NONEPCJOURNEY OF HOPE - EMERGENCY RELIEF SERVICES$15,000
VERA HOUSE
723 JAMES STREETSYRACUSENY13203NONEPCTECHNOLOGY & DATABASE UPGRADE$42,500
YWCA OF PRINCETON
59 PAUL ROBESON PLACEPRINCETONNJ08540NONEPCHEALING ARTS: INTEGRATIVE ARTS THERAPIES FOR BREAST CANCER$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$806,290TotalGrantOrContriPdDurYrAmt
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$50,026ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$233,874ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$286,977ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$570,877ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$570,877TotalIncomeProducingActyAmt

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)
CategoryDANNIBLE & MCKEE, LLPCategoryTxt
Amt$14,500Amt
Net Investment Income$10,977NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,523DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY (#9932)$936,700$936,700
MORGAN STANLEY (#5770)$4,794$4,794
MORGAN STANLEY (#8961)$5,808$5,808

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STATE STREET BANK AND TRUST (#0634)$2,674,946$2,674,946
FIDELITY DIVERSIFIED INTERNATIONAL (#5667)$2,605,285$2,605,285
SPARTAN 500 INDEX FUND ADV CL (#5667)$5,412,402$5,412,402
BLACK ROCK GLOBAL ALLOCATION$855,054$855,054
BLACK ROCK CAPITAL APPRECIATION FUND$1,361,150$1,361,150
VANGUARD DIVIDEND GROWTH (#7218)$1,006,192$1,006,192
VANGUARD ST INVESTMENT GRADE FUND (#7218)$2,989,602$2,989,602
VANGUARD ST INF PRO$1,104,407$1,104,407

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,267,685USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,267,685USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryBOND SCHOENECK & KING, PLLCCategoryTxt
Legal Fees$14,000LegalFeesAmt
Net Investment Income$7,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,000DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$525$263$262
INSURANCE EXPENSE$913$457$456
POSTAGE & SHIPPING$170$85$85
FILING FEES$66$0$66
WEB EXPENSE$1,425$713$712

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIES HELDDesc
Amt$1,918,009Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$59,656Amt
Net Investment Income$59,656NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.