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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-15T13:02:57-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330996661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANNIBLE & MCKEE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 SOUTH WARREN ST | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204256553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 9415384013 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9726 53RD DR EAST | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342113760 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD J GREEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9415384013 | PhoneNum |
| Signature | 2021-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | GREEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON T FORKIN CPA | PreparerPersonNm |
| PTIN | P00973625 | PTIN |
| Phone | 3154729127 | PhoneNum |
| Preparation | 2021-09-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $20,649,429 | 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 | $50,026 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,448 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $233,874 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $286,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,766,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $292,455 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $570,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $566,673 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $162,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $81,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,977 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,523 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,656 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,656 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,241 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,121 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,120 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,099 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,518 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,581 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $257,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $162,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,224 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $806,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $806,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,063,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $162,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $901,514 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$492,909 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $404,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $490,315 | CashBOYAmt |
| Cash EOY | $425,404 | CashEOYAmt |
| Cash EOYFMV | $425,404 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,638,680 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,267,685 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,267,685 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,173,706 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,009,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,009,038 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $921,628 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $947,302 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $947,302 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $19,224,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,649,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,649,429 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,224,329 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,649,429 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,224,329 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,649,429 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,224,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,649,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,224,329 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$492,909 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,918,009 | OtherIncreasesAmt |
| Subtotal | $20,649,429 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,649,429 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MS 8961 | P | $520,885 | $591,951 | -$71,066 | -$71,066 |
| PUBLICLY TRADED SECURITIES - STATE STREET 0634 | P | $612,986 | $545,903 | $67,083 | $67,083 |
| PUBLICLY TRADED SECURITIES - MS 9932 | P | $3,470,381 | $3,334,397 | $135,984 | $135,984 |
| PUBLICLY TRADED SECURITIES - MS 5770 | P | $1,416 | $1,524 | -$108 | -$108 |
| CAPITAL GAINS DIVIDENDS | P | $160,562 | $160,562 | $160,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $292,455 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,621 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,621 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,722 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,722 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,101 | OverpaymentAmt |
| Applied To ES Tax | $11,101 | 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 | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONALD GREEN TREASURER | IndividualWithBooksNm |
| Phone | 9415384013 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9726 53RD DR E | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342113760 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD J GREEN | ||||||||
| 9726 53RD DR E | BRADENTON | FL | 342113760 | TREASURER | 15.00 | $49,500 | $0 | $0 |
| LOUISE ANN GREEN LALUMIA | ||||||||
| 17 DUTCHESS LANE | DAYTON | NJ | 08810 | PRESIDENT | 5.00 | $37,500 | $0 | $0 |
| JEFFREY B SCHEER | ||||||||
| ONE LINCOLN CENTER | SYRACUSE | NY | 132021355 | SECRETARY | 10.00 | $37,500 | $0 | $0 |
| DONNA GREEN BURGMAYER | ||||||||
| 6 COTTONWOOD COURT | LAFAYETTE HILL | PA | 19444 | VICE-PRESIDENT | 5.00 | $37,500 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,148,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $683,216 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,832,186 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,832,186 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $282,483 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,549,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $927,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $927,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,621 | TotalTaxAmt |
| Distributable Before Adj | $921,864 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $921,864 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $921,864 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $901,514 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $901,514 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $901,514 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $921,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $888,192 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $901,514 | QualifyingDistributionsAmt |
| Applied To Year1 | $888,192 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $908,542 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY B SCHEER ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LINCOLN CENTER | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 132021355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3152188286 | RecipientPhoneNum |
| Form And Info And Materials | FILLED 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 Deadlines | GRANT APPLICATION BY AUGUST 31ST, FOUNDATION'S DECISION BY DECEMBER 31ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT 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/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARC OF SENECA CAYUGA | ||||||||
| 1521 CLARK STREET ROAD | AUBURN | NY | 13021 | NONE | PC | SPOT LIGHT STUDIO PERFORMING ARTS SAFE RE-OPENING | $5,000 | |
| CAMP RAMAH IN NEW ENGLAND | ||||||||
| 1206 BOSTON-PROVIDENCE HIGHWAY | NORWOOD | MA | 02062 | NONE | PC | VOCATIONAL TRAINING FOR TEENS AND YOUNG ADULTS WITH DISABILITIES | $25,000 | SUITE 201 |
| CARON TREATMENT CENTERS | ||||||||
| PO BOX 150 | WERNERSVILLE | PA | 19565 | NONE | PC | MCGLINN HALL AIR HANDLER REPLACEMENTS | $25,000 | |
| CATHOLIC CHARITIES OF ONONDAGA COUNTY | ||||||||
| 1654 WEST ONONDAGA STREET | SYRACUSE | NY | 13204 | NONE | PC | CATHEDRAL EMERGENCY SERVICES WINDOWS | $9,450 | |
| CROUSE HEALTH FOUNDATION | ||||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | NONE | PC | PPE EQUIPMENT | $10,000 | |
| ELMCREST CHILDREN'S CENTER | ||||||||
| 960 SALT SPRINGS ROAD | SYRACUSE | NY | 13224 | NONE | PC | NORTHSIDE EDUCATION CENTER | $10,000 | |
| FAYETTEVILLE-MANLIUS A BETTER CHANCE | ||||||||
| 411 E SENECA STREET | MANLIUS | NY | 13104 | NONE | PC | ROOF REPLACEMENT | $20,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 1101 BEDFORD STREET | STAMFORD | CT | 06905 | NONE | PC | CREATIVE LEARNING @ FPC COMPUTER LAB | $10,500 | |
| GOOD GRIEF INC | ||||||||
| 38 ELM STREET | MORRISTOWN | NJ | 07960 | NONE | PC | PRINCETON CENTER RENOVATIONS | $25,000 | |
| HINKLETOWN MENNONITE SCHOOL | ||||||||
| 272 WANNER ROAD | EPHRATA | PA | 17522 | NONE | PC | SUPPORTING EXTRA EDUCATIONAL NEEDS IN PANDEMIC | $9,750 | |
| INTERIM HOUSE INC | ||||||||
| 333 W UPSAL STREET | PHILADELPHIA | PA | 19119 | NONE | PC | LIFE SKILLS AND WORK READINESS PROGRAM | $25,000 | |
| JEWISH HOME OF CENTRAL NEW YORK SENIOR APARTMENTS INC | ||||||||
| 4101 EAST GENESEE STREET | SYRACUSE | NY | 13214 | NONE | PC | ADDRESS NEEDS OF INDIVIDUALS WHO HAVE BEEN RESTRICTED TO THEIR HOMES THROUGH TELEHEALTH, TELEMEDICINE AND TECHNOLOGY | $10,000 | |
| LAUREL HOUSE | ||||||||
| 180 WEST GERMANTOWN PIKE | EAST NORRISTON | PA | 19404 | NONE | PC | FUNDS 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 DRIVE | EAST SYRACUSE | NY | 13057 | NONE | PC | ADOPT-A-WISH | $12,500 | |
| MENORAH PARK GROUP RESIDENCES INC | ||||||||
| 4101 E GENESEE STREET | SYRACUSE | NY | 13214 | NONE | PC | EDUCATE, ADVOCATE AND PROMOTE PHYSICAL AND MENTAL HEALTH | $7,500 | |
| MERCY WORKS INC | ||||||||
| 1221 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | NONE | PC | PROVIDE 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 STREET | SYRACUSE | NY | 13202 | NONE | PC | FUTURE INNOVATORS | $10,000 | |
| MOVE OVER BREAST CANCER INC | ||||||||
| 48 FLEMING WAY | PRINCETON | NJ | 08540 | NONE | PC | MOVE OVER BREAST CANCER MOBILE PROGRAM | $25,000 | |
| OCEAN GROVE CAMP MEETING ASSOCIATION | ||||||||
| 54 PITMAN AVENUE | OCEAN GROVE | NJ | 07756 | NONE | PC | NEW TRUMPET RANK FOR THE POSITIVE DIVISION | $15,000 | |
| ON POINT FOR COLLEGE INC | ||||||||
| 488 WEST ONONDAGA ST | SYRACUSE | NY | 13202 | NONE | PC | GAP SCHOLARSHIPS FOR ON POINT STUDENTS | $25,000 | |
| ONONDAGA EARTH CORPS | ||||||||
| SUNY EOC ROOM 239 100 NEW STREET | SYRACUSE | NY | 13202 | NONE | PC | ONONDAGA CREEKWALK PHASE 2 ECOLOGICAL ENHANCEMENTS YR2 | $13,900 | |
| PATHWAY FOR THE VISUALLY IMPAIRED | ||||||||
| 1170 MAIN STREET | BUFFALO | NY | 14209 | NONE | PC | CAPITAL REPAIRS TO 1160 AND 1170 MAIN STREET | $7,500 | |
| PRINCETON ALLIANCE CHURCH DBA HE CARES WE CARE | ||||||||
| 20 SCHALKS CROSSING ROAD | PLAINSBORO | NJ | 08536 | NONE | PC | THE PANTRY | $10,100 | |
| PRINCETON CHILDREN'S FUND | ||||||||
| 5 HASLET AVENUE | PRINCETON | NJ | 08540 | NONE | PC | ASSIST WITH HOUSING AND UTILITY COSTS | $10,000 | |
| PUBLIC BROADCASTING COUNCIL OF CENTRAL NEW YORK INC | ||||||||
| 415 WEST FAYETTE STREET | SYRACUSE | NY | 13204 | NONE | PC | VIRTUAL EDUCATION TO STUDENTS IN THE WCNY VIEWING AREA, GEEVS TV RECORD/PLAYBACK SYSTEM | $52,620 | |
| REGINA NURSING CENTER | ||||||||
| 550 EAST FORMANCE STREET | NORRISTOWN | PA | 19401 | NONE | PC | PERSONAL PROTECTIVE EQUIPMENT | $10,000 | |
| ROSAMOND GIFFORD ZOO | ||||||||
| ONE CONSERVATION PLACE | SYRACUSE | NY | 13204 | NONE | PC | ZOO GUIDES | $10,000 | |
| THE SALVATION ARMY - ATLANTIC CITY | ||||||||
| 22 S TEXAS AVENUE | ATLANTIC CITY | NJ | 08401 | NONE | PC | FREEZER, REFRIGERATOR, FOOD, FOOD PACKAGING, ATLANTIC CITY CORPS ROOF REPLACEMENT AND MASONRY | $90,000 | |
| THE SALVATION ARMY - ELMIRA NY | ||||||||
| 414 LAKE STREET | ELMIRA | NY | 14901 | NONE | PC | FOOD, DOMESTIC ABUSE SHELTER, PERSONAL ARTICLES FOR VICTIMS OF DOMESTIC ABUSE | $15,000 | |
| THE SALVATION ARMY - EMPIRE DIVISION | ||||||||
| 200 TWIN OAKS DRIVE PO BOX 148 | SYRACUSE | NY | 13206 | NONE | PC | VIRTUAL MUSIC LESSONS | $10,000 | |
| THE SALVATION ARMY - GREATER PHILADELPHIA | ||||||||
| 701 N BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | PC | FUNDS FOR FOOD ASSISTANCE | $10,000 | |
| THE SALVATION ARMY - MANATEE COUNTY FLORIDA | ||||||||
| 1204 14TH STREET WEST | BRADENTON | FL | 34205 | NONE | PC | KIDS 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 AVENUE | NEWARK | NJ | 07102 | NONE | PC | FOOD, SANITARY PRODUCTS FOR MEN AND WOMEN | $10,000 | |
| THE SALVATION ARMY - NORTHERN DAUPHIN SU | ||||||||
| 105 MAIN STREET | LYKENS | PA | 17048 | NONE | PC | THE VALLEY WORKFORCE INITIATIVE | $15,000 | |
| THE SALVATION ARMY - ORANGE COUNTY | ||||||||
| 10200 PIONEER ROAD | TUSTIN | CA | 92782 | NONE | PC | FINANCIAL ASSISTANCE FOR RENT AND UTILITIES | $35,000 | |
| THE SALVATION ARMY - PENDEL DIVISION | ||||||||
| 701 N BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | PC | STORAGE EQUIPMENT - FREEZERS, REFRIGERATORS, SHELVING, ETC. | $10,000 | |
| THE SALVATION ARMY - THOMAS LYLE WILLIAMS | ||||||||
| PO BOX 139 | RENOVO | PA | 17764 | NONE | PC | PROJECT HOPE AFTER-SCHOOL PROGRAM | $15,000 | |
| THE SALVATION ARMY - WEST NYACK | ||||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 10994 | NONE | PC | BUDD/STREHLE/ROYLE PROG. CHARI SCHOLARSHIP 2021, OPERATION RED SHIELD (ORS) VETS CAMP, SATELITE COMMUNICATIONS PACKAGE | $37,048 | |
| THE SALVATION ARMY | ||||||||
| 231 SUNRISE AVENUE | HONESALE | PA | 18431 | NONE | PC | JOURNEY OF HOPE - EMERGENCY RELIEF SERVICES | $15,000 | |
| VERA HOUSE | ||||||||
| 723 JAMES STREET | SYRACUSE | NY | 13203 | NONE | PC | TECHNOLOGY & DATABASE UPGRADE | $42,500 | |
| YWCA OF PRINCETON | ||||||||
| 59 PAUL ROBESON PLACE | PRINCETON | NJ | 08540 | NONE | PC | HEALING ARTS: INTEGRATIVE ARTS THERAPIES FOR BREAST CANCER | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $806,290 | 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 | $50,026 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,874 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $286,977 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $570,877 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $570,877 | 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 | DANNIBLE & MCKEE, LLP | CategoryTxt |
| Amt | $14,500 | Amt |
| Net Investment Income | $10,977 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,523 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,267,685 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,267,685 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOND SCHOENECK & KING, PLLC | CategoryTxt |
| Legal Fees | $14,000 | LegalFeesAmt |
| Net Investment Income | $7,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES HELD | Desc |
| Amt | $1,918,009 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $59,656 | Amt |
| Net Investment Income | $59,656 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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