FRED L EMERSON FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRED L EMERSON FOUNDATION INC (EIN 15-6017650)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-03
- IRS object ID
- 202512469349100426
- Schema version
- 2024v5.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-03T13:30:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201317788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWERS & COMPANY CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WASHINGTON ST SUITE 500 | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 156017650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED L EMERSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 3152539621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5654 SOUTH STREET ROAD | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL J FESSENDEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3152539621 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD I FARLEY JR CPA | PreparerPersonNm |
| PTIN | P01083459 | PTIN |
| Phone | 3152341100 | PhoneNum |
| Preparation | 2025-08-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $112,744,829 | 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 | $43,194 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43,194 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,589,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,589,322 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,958,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,867,486 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,927,325 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,590,551 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,559,841 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $185,050 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,253 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $175,798 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $309,423 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,471 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $293,952 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $95,115 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,756 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $90,359 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $104,578 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,229 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $99,349 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $258,995 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $257,385 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,610 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,850 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $25,737 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $12,748 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $637 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,111 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,678 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,678 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,598 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,208 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61,390 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,093,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $297,939 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $758,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,496,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,496,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,590,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $297,939 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,254,907 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,000,119 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,261,902 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,523 | CashBOYAmt |
| Cash EOY | $235,661 | CashEOYAmt |
| Cash EOYFMV | $235,661 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $468,892 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,081,905 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,081,905 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $55,773,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,994,675 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $79,742,275 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $24,114,154 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,696,334 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,488,254 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,716,786 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,147,699 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,847,283 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $767,666 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $418,215 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $356,965 | LandBOYAmt |
| Land EOY | $349,451 | LandEOYAmt |
| Land EOYFMV | $349,451 | LandEOYFMVAmt |
| Total Assets BOY | $95,505,606 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,505,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $112,744,829 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $95,505,606 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $96,505,725 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,505,606 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,505,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,505,606 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,505,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,505,606 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,000,119 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $96,505,725 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,505,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $16,867,486 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,940,161 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,927,325 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,927,325 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,927,325 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59,240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $59,240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $59,240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $92,077 | 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 | $92,077 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,837 | OverpaymentAmt |
| Applied To ES Tax | $32,837 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | EMERSONFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | DANIEL J FESSENDEN EXECUTIVE DIRE | IndividualWithBooksNm |
| Phone | 3152539621 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5654 SOUTH STREET ROAD | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL J FESSENDEN | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | EXECUTIVE DIRECTOR | 40.00 | $251,823 | $44,645 | $994 |
| KRISTEN E RUBACKA | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $17,650 | $0 | $0 |
| W GARY EMERSON | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $16,500 | $0 | $0 |
| LORI E ROBINSON | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | PRESIDENT | 8.00 | $16,800 | $0 | $1,869 |
| HEATHER A EMERSON | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | TREASURER | 4.00 | $16,600 | $0 | $2,491 |
| SALLY E WAGNER | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | SECRETARY | 4.00 | $16,750 | $0 | $0 |
| W ERIC EMERSON | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $16,050 | $0 | $0 |
| ALEX KINAL-WAGNER | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | VICE PRESIDENT | 6.00 | $16,950 | $0 | $1,912 |
| KATELYN M PERKINS | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $15,500 | $0 | $0 |
| MARY MCLEAN EVANS | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $16,950 | $0 | $2,847 |
| ANN M HUSTON | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $14,750 | $0 | $0 |
| DARLENE G MOTLEY | ||||||||
| 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | DIRECTOR | 2.00 | $14,500 | $0 | $1,692 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY A SBELGIO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5654 SOUTH STREET | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $57,600 | CompensationAmt |
| Employee Benefits | $27,303 | EmployeeBenefitsAmt |
| Expense Account | $25 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $109,128,959 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,192,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,321,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $110,321,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,654,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $108,666,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,433,333 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,433,333 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,240 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,963 | IncomeTaxAmt |
| Total Tax | $65,203 | TotalTaxAmt |
| Distributable Before Adj | $5,368,130 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,368,130 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,368,130 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,254,907 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $18,223 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,273,130 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,368,130 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,658,961 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,273,130 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,658,961 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $614,169 | 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 | $4,753,961 | 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 | DANIEL J FESSENDEN EXECUTIVE DIRECT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5654 SOUTH STREET ROAD | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3152539621 | RecipientPhoneNum |
| Form And Info And Materials | ALL ORGANIZATIONS SUBMITTING A PROPOSAL MUST COMPLETE THE EMERSON FOUNDATION GRANT APPLICATION FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSALS ARE ACCEPTED AND CONSIDERED ON AN ONGOING BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SCHWEINFURTH MEMORIAL ART CENTER | |||||||
| 205 GENESEE STREET | AUBURN | NY | 13021 | NONE | PC | TOWARD WEST END ARTS CAMPUS | $421,200 |
| SEWARD HOUSE MUSEUM | |||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | NONE | PC | TOWARD PERMANENT ENDOWMENT FUND | $224,868 |
| CAYUGA CO EMERSON PARK | |||||||
| 6914 EAST LAKE ROAD | AUBURN | NY | 13021 | NONE | PC | EMERSON PARK: CONCERT VENUE DESIGN DEVELOPMENT | $201,000 |
| BEREA COLLEGE | |||||||
| 101 CHESTNUT STREET | BEREA | KY | 40404 | NONE | PC | TOWARD THE CAMPAIGN FOR TWO NEW TECHNOLOGY AND DESIGN BUILDINGS | $150,000 |
| CAYUGA MUSEUM OF HISTORY AND ART | |||||||
| 203 GENESEE STREET | AUBURN | NY | 13021 | NONE | PC | TOWARD WEST END ARTS CAMPUS PROJECT | $128,800 |
| HAMILTON COLLEGE | |||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13323 | NONE | PC | TOWARD ALEX: ADVISE, LEARN, EXPERIENCE STUDENT-CENTERED ADVISING AT HAMILTON COLLEGE. | $100,000 |
| FINGER LAKES SPCA OF CNY | |||||||
| 41 YORK STREET | AUBURN | NY | 13021 | NONE | PC | FINGER LAKES SPCA SHELTER RENOVATION PROJECT | $80,000 |
| AUBURN YMCA-WEIU | |||||||
| 27 WILLIAM STREET | AUBURN | NY | 13021 | NONE | PC | AUBURN YMCA-WEIU ALLYN-RIFORD POOL HVAC PROJECT | $50,000 |
| UNITED WAY OF CAYUGA COUNTY | |||||||
| 2 STATE STREET SUITE 2 | AUBURN | NY | 13021 | NONE | PC | SUPPORT OF THE 2024-25 UNITED WAY OF CAYUGA COUNTY FALL CAMPAIGN: THE NEXT 100 YEARS | $50,000 |
| E JOHN GAVRAS CENTER | |||||||
| 182 NORTH STREET | AUBURN | NY | 13021 | NONE | PC | PRESCHOOL CAPACITY BUILDING GRANT | $44,000 |
| AMERICAN RED CROSS GREATER ROCHESTER CHAPTER | |||||||
| 825 JOHN STREET SUITE 209 | WEST HENRIETTA | NY | 14586 | NONE | PC | PERINTON BLOOD DONATION CENTER | $25,000 |
| HOWLAND STONE STORE MUSEUM | |||||||
| 2956 STATE ROUTE 34B | AURORA | NY | 13026 | NONE | PC | OPENDORE PORCH RECONSTRUCTION | $25,000 |
| OSWEGO HEALTH FOUNDATION | |||||||
| 110 WEST SIXTH STREET | OSWEGO | NY | 13142 | NONE | PC | EMERGENCY DEPARTMENT RENOVATION TO CREATE SPACE FOR PEDIATRIC PSYCHIATRIC PATIENTS AWAITING TRANSFER | $25,000 |
| CHURCH OF SAINTS PETER AND JOHN | |||||||
| 169 GENESEE STREET | AUBURN | NY | 13021 | NONE | PC | REPAIR AND SHORING UP OF THE LOWER EAST TOWER WALL | $20,000 |
| CITY OF AUBURN | |||||||
| 24 SOUTH STREET | AUBURN | NY | 13021 | NONE | PC | CITY OF AUBURN SUMMER RECREATION PROGRAM FOR KIDS | $17,500 |
| COMMUNITY SCIENCE INSTITUTE | |||||||
| 95 BROWN ROAD | ITHACA | NY | 14850 | NONE | PC | BUILDING CAPACITY AT COMMUNITY SCIENCE INSTITUTE | $11,300 |
| HOPE FOR HEATHER | |||||||
| PO BOX 2208 | LIVERPOOL | NY | 13089 | NONE | PC | TOWARD OVARIAN CANCER RESEARCH AND AWARENESS | $10,000 |
| RESCUE MISSION ALLIANCE OF SYRACUSE | |||||||
| 155 GIFFORD STREET | SYRACUSE | NY | 13202 | NONE | PC | UNRESTRICTED | $7,500 |
| BOOKER T WASHINGTON COMMUNITY CENTER | |||||||
| 23 CHAPMAN AVENUE | AUBURN | NY | 13021 | NONE | PC | TOWARD JR./SR.AFTER SCHOOL PROGRAMS | $5,500 |
| AMERICAN RED CROSS GREATER ROCHESTER CHAPTER | |||||||
| 825 JOHN STREET SUITE 209 | WEST HENRIETTA | NY | 14586 | NONE | PC | HURRICANE HELENE AND MILTON RELIEF | $5,000 |
| E JOHN GAVRAS CENTER | |||||||
| 182 NORTH STREET | AUBURN | NY | 13021 | NONE | PC | TOWARD THE DOLLY PARTON IMAGINATION LIBRARY | $5,000 |
| KIDS IN CRISIS INC | |||||||
| ONE SALEM STREET | COS COB | CT | 06807 | NONE | PC | TOWARD TEEN TALK | $5,000 |
| ST JAMES PARISH FOUNDATION INC | |||||||
| 23 S 3RD STREET | WILMINGTON | NC | 28401 | NONE | PC | TOWARD GENERAL ENDOWMENT | $5,000 |
| TOOMEY RESIDENTIAL | |||||||
| 1654 WEST ONONDAGA STREET | SYRACUSE | NY | 13204 | NONE | PC | BATHROOM RENOVATION AT SUPERVISED INDEPENDENT LIVING PROGRAM | $4,450 |
| LITERACY VOLUNTEERS OF CAYUGA COUNTY INC | |||||||
| 125 GENESEE STREET | AUBURN | NY | 13021 | NONE | PC | UNRESTRICTED | $2,500 |
| THE REV THEATRE COMPANY | |||||||
| 282 NORTH STREET SUITE B | AUBURN | NY | 13021 | NONE | PC | 2024 SUPPORT | $150,000 |
| THE UPSTATE FOUNDATION | |||||||
| 750 EAST ADAMS STREET | SYRACUSE | NY | 13210 | NONE | PC | CAMPAIGN FOR CHILD AND ADOLESCENT MENTAL HEALTH | $125,000 |
| AUBURN PUBLIC THEATER | |||||||
| 8 EXCHANGE STREET | AUBURN | NY | 13021 | NONE | PC | AUBURN PUBLIC THEATER BUILDING REPAIRS | $50,000 |
| NICK'S RIDE 4 FRIENDS INC | |||||||
| 13 CHAPEL STREET | AUBURN | NY | 13021 | NONE | PC | EXPAND AND STRENGTHEN ORGANIZATIONAL CAPACITY FOR LONG TERM FINANCIAL SUSTAINABILITY | $50,000 |
| CAYUGA CO EMERSON PARK | |||||||
| 6914 EAST LAKE ROAD | AUBURN | NY | 13021 | NONE | PC | EMERSON PARK PROGRAMMING SUPPORT GRANT 2024-2026 | $45,000 |
| FINGER LAKES SPCA OF CNY | |||||||
| 41 YORK STREET | AUBURN | NY | 13021 | NONE | PC | UNRESTRICTED | $35,000 |
| EAST HILL FAMILY MEDICAL INC DBA EAST HILL MEDICAL CENTER | |||||||
| 144 GENESEE STREET SUITE 500 | AUBURN | NY | 13021 | NONE | PC | FULTON STREET RENOVATION PROJECT | $27,500 |
| AUBURN UNITED METHODIST CHURCH | |||||||
| 99 SOUTH STREET | AUBURN | NY | 13021 | NONE | PC | ROOFING THE EDUCATION AND COMMUNITY BUILDING | $25,000 |
| INDIAN MOUND CEMETERY ASSOCIATION | |||||||
| 1885 E CAYUGA STREET | MORAVIA | NY | 13118 | NONE | PC | FOR COMBATTING COMMUNITY DETERIORATION, FOCUSING ON AREAS OPEN TO THE PUBLIC OR THE PUBLICS VIEW | $25,000 |
| SAINTS MARY & MARTHA PARISH | |||||||
| 299 CLARK STREET | AUBURN | NY | 13021 | NONE | PC | TOWARD ST. HYACINTH WINDOW PROJECT | $25,000 |
| CAYUGA COMMUNITY COLLEGE FOUNDATION | |||||||
| 197 FRANKILN STREET | AUBURN | NY | 13021 | NONE | PC | TOWARD PERMANENT RESTRICTED ENDOWMENT FOR THE BARTOLOTTA ENDOWED SCHOLARSHIP FUND | $20,000 |
| MUSICAL ASSOCIATES OF CNY (THE SYRACUSE ORCHESTRA) | |||||||
| 450 S SALINA STREET SUITE 100 | SYRACUSE | NY | 13202 | NONE | PC | JULY 3 PATRIOTIC CELEBRATION IN EMERSON PARK 2024 | $20,000 |
| UNITY HOUSE OF CAYUGA COUNTY INC | |||||||
| 217 GENESEE ST SUITE 14 | AUBURN | NY | 13021 | NONE | PC | ORGANIZATION-WIDE TELEPHONE SYSTEM | $20,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 300 EAST RIVER ROAD | ROCHESTER | NY | 14627 | NONE | PC | TOWARD THE UNIVERSITY OF ROCHESTER RIVER CAMPUS LIBRARIES EXCELLENCE FUND | $20,000 |
| MATTHEW HOUSE INC | |||||||
| 43 METCALF DRIVE | AUBURN | NY | 13021 | NONE | PC | UNRESTRICTED | $17,500 |
| THE CARING COALITION OF CENTRAL NEW YORK DBA HOSPICE OF CENTRAL NEW YORK AN | |||||||
| 990 7TH NORTH STREET | LIVERPOOL | NY | 13088 | NONE | PC | HOSPICE EDUCATION/TRAINING ROOM AUDIO-VISUAL UPGRADE PROJECT | $14,962 |
| CORNELL UNIVERSITY | |||||||
| 274 ROBERTS HALL | ITHACA | NY | 14853 | NONE | PC | TOWARD CALS ANNUAL FUND | $12,500 |
| THE SALVATION ARMY OF AUBURN | |||||||
| 200 TWIN OAKS DRIVE | SYRACUSE | NY | 13206 | NONE | PC | PURCHASE AND INSTALLATION OF A COMMERCIAL DISHWASHER FOR SOUP KITCHEN | $12,000 |
| THE REV THEATRE COMPANY | |||||||
| 282 NORTH STREET SUITE B | AUBURN | NY | 13021 | NONE | PC | TOWARD APARTMENT RENOVATIONS | $11,000 |
| ANN HARRIS INITIATIVE FOR EMERGENCY VETERINARY CARE INC | |||||||
| 201 WEST GENESEE STREET 103 | FAYETTEVILLE | NY | 13066 | NONE | PC | UNRESTRICTED | $10,000 |
| MOZAIC | |||||||
| 1083 WATERLOO GENEVA ROAD | WATERLOO | NY | 13165 | NONE | PC | START-UP COSTS FOR EXPANDING PROGRAMS FOR INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS | $10,000 |
| TRANSPORTATION PROJECT FOR CAYUGA COUNTY INC | |||||||
| 17 NELSON STREET | AUBURN | NY | 13021 | NONE | PC | PURCHASE NEW RADIOS, SOFTWARE AND BASE FOR ALL SEVEN VANS, ALSO A TWO YEAR CONTRACT | $9,000 |
| BOOKER T WASHINGTON COMMUNITY CENTER | |||||||
| 23 CHAPMAN AVENUE | AUBURN | NY | 13021 | NONE | PC | UNRESTRICTED | $7,500 |
| PRESBYTERIAN SENIORCARE | |||||||
| 1215 HULTON ROAD | OAKMONT | PA | 15139 | NONE | PC | UNRESTRICTED | $7,500 |
| SLEEP IN HEAVENLY PEACE INC | |||||||
| 1560 ELDRIDGE AVENUE | TWIN FALLS | ID | 83301 | NONE | PC | UNRESTRICTED | $7,500 |
| THE REV THEATRE COMPANY | |||||||
| 282 NORTH STREET SUITE B | AUBURN | NY | 13021 | NONE | PC | UNRESTRICTED | $6,500 |
| 1941 HISTORICAL AIRCRAFT GROUP INC DBA NATIONAL WARPLANE MUSEUM | |||||||
| PO BOX 185 | GENESEO | NY | 14454 | NONE | PC | UNRESTRICTED | $5,000 |
| ACR HEALTH | |||||||
| 627 WEST GENESEE STREET | SYRACUSE | NY | 13204 | NONE | PC | TOWARD THE Q CENTER, IN HONOR OF KRISTEN E. RUBACKA | $5,000 |
| CAYUGASENECA COMMUNITY ACTION AGENCY DBA COMMUNITY ACTION PROGRAMS CAYUGAS | |||||||
| 89 YORK STREET SUITE 1 | AUBURN | NY | 13021 | NONE | PC | CHRISTMAS ELF | $5,000 |
| DAVID'S REFUGE INC | |||||||
| 5800 HERITAGE LANDING DRIVE SUITE B | EAST SYRACUSE | NY | 13057 | NONE | PC | UNRESTRICTED | $5,000 |
| GREENWICH ALLIANCE FOR EDUCATION FOUNDATION | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PC | TOWARD THEATER ARTS PROGRAMS | $5,000 |
| HAMILTON COLLEGE | |||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13323 | NONE | PC | UNRESTRICTED | $5,000 |
| LOUISE WELLS CAMERON ART MUSEUM | |||||||
| 3201 S 17TH STREET | WILMINGTON | NC | 28412 | NONE | PC | UNRESTRICTED | $5,000 |
| MORAVIA HOPE PANTRY INC | |||||||
| PO BOX 462 | MORAVIA | NY | 13118 | NONE | PC | TOWARD BACKPACK PROGRAM | $5,000 |
| THE PUBLIC BROADCASTING COUNCIL OF CENTRAL NEW YORK INC (DBA WCNY) | |||||||
| 415 W FAYETTE STREET | SYRACUSE | NY | 13204 | NONE | PC | UNRESTRICTED | $5,000 |
| TOWN OF HANOVER NH | |||||||
| 41 S MAIN STREET | HANOVER | NH | 03755 | NONE | PC | USE RESTRICTED TO THE ETNA LIBRARY, IN MEMORY OF RICHARD PAUL RUBACKA | $5,000 |
| ABILIS | |||||||
| 50 GLENVILLE STREET | GREENWICH | CT | 06831 | NONE | PC | TOWARD EMPLOYMENT SERVICES/CAFE TRAINING PROGRAM | $4,000 |
| CANDID | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT 2024 | $4,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NW SUITE 350 | WASHINGTON | DC | 20006 | NONE | PC | 2024 PROGRAMS AND SERVICES | $4,000 |
| GREENWICH LIBRARY | |||||||
| 101 WEST PUTNAM AVENUE | GREENWICH | CT | 06807 | NONE | PC | TOWARD CHILDREN'S PROGRAMS & OUTREACH | $3,500 |
| NY FUNDERS ALLIANCE | |||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | NONE | PC | 2024 PROGRAMS AND SERVICES | $3,500 |
| TRANSPORTATION PROJECT FOR CAYUGA COUNTY INC | |||||||
| 17 NELSON STREET | AUBURN | NY | 13021 | NONE | PC | UNRESTRICTED | $3,500 |
| AURORA FREE LIBRARY | |||||||
| 370 MAIN STREET | AURORA | NY | 13026 | NONE | PC | OPERATING SUPPORT | $2,500 |
| BRUCE MUSEUM INC | |||||||
| 1 MUSEUM DRIVE | GREENWICH | CT | 06830 | NONE | PC | TOWARD SEASIDE CENTER | $2,500 |
| CARMEL OF JESUS MARY JOSEPH FAIRFIELD INC | |||||||
| 327 WATER STREET | FAIRFIELD | PA | 17320 | NONE | PC | UNRESTRICTED | $2,500 |
| DISCALCED HERMITS OF OUR LADY OF MOUNT CARMEL | |||||||
| PO BOX 485 | FAIRFIELD | PA | 17320 | NONE | PC | UNRESTRICTED | $2,500 |
| FOOD BANK OF CENTRAL NEW YORK | |||||||
| 4585 WEST SENECA TURNPIKE | SYRACUSE | NY | 13215 | NONE | PC | UNRESTRICTED | $2,500 |
| FRONTENAC HISTORICAL SOCIETY AND MUSEUM | |||||||
| 178 CAYUGA STREET | UNION SPRINGS | NY | 13160 | NONE | PC | OPERATING SUPPORT | $2,500 |
| HARRIET TUBMAN HOME | |||||||
| 180 SOUTH STREET ROAD | AUBURN | NY | 13021 | NONE | PC | UNRESTRICTED | $2,500 |
| RESCUE MISSION ALLIANCE OF SYRACUSE | |||||||
| 155 GIFFORD STREET | SYRACUSE | NY | 13202 | NONE | PC | TOWARD THE RUNAWAY & HOMELESS YOUTH SHELTER | $2,500 |
| CATHOLIC CHARITIES OF ONONDAGA COUNTY | |||||||
| 1654 WEST ONONDAGA STREET | SYRACUSE | NY | 13204 | NONE | PC | TOWARD SUMMER PROGRAMMING, PRE-K SESSION, FOR THE CHILDREN OF VINCENT HOUSE | $2,000 |
| POWERS LIBRARY ASSOCIATION | |||||||
| 29 CHURCH STREET | MORAVIA | NY | 13118 | NONE | PC | GENERAL PROGRAMMING SUPPORT | $2,000 |
| POWERS LIBRARY ASSOCIATION | |||||||
| 29 CHURCH STREET | MORAVIA | NY | 13118 | NONE | PC | UNRESTRICTED | $2,000 |
| RIVERSIDE CEMETERY ASSOCIATION | |||||||
| PO BOX 455 | WELLESLEY ISLAND | NY | 13640 | NONE | PC | FOR COMBATTING COMMUNITY DETERIORATION, FOCUSING ON AREAS OPEN TO THE PUBLIC OR THE PUBLICS VIEW | $2,000 |
| SCIPIO VOLUNTEER FIRE DEPARTMENT | |||||||
| 3550 ROUTE 34 | SCIPIO CENTER | NY | 13147 | NONE | PC | UNRESTRICTED | $2,000 |
| SOUTHERN CAYUGA INSTANT AID INC | |||||||
| PO BOX 7 | POPLAR RIDGE | NY | 13139 | NONE | PC | UNRESTRICTED | $1,500 |
| SYRACUSE SHAKESPEARE IN THE PARK | |||||||
| 350 W FAYETTE STREET | SYRACUSE | NY | 13202 | NONE | PC | OTHELLO | $1,500 |
| AUBURN YMCA-WEIU | |||||||
| 27 WILLIAM STREET | AUBURN | NY | 13021 | NONE | PC | UNRESTRICTED | $1,000 |
| HEALING HARTS EQUESTRIAN CENTER INC | |||||||
| 1131 KINGS CORNER ROAD | UNION SPRINGS | NY | 13160 | NONE | PC | OPERATING SUPPORT | $1,000 |
| NICK'S RIDE 4 FRIENDS INC | |||||||
| 13 CHAPEL STREET | AUBURN | NY | 13021 | NONE | PC | UNRESTRICTED | $1,000 |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | 2024 MEMBERSHIP DUES | $830 |
| UNITED WAY OF CAYUGA COUNTY | |||||||
| 2 STATE STREET SUITE 2 | AUBURN | NY | 13021 | NONE | PC | TOWARD SPONSORSHIP OF 2023 NON-PROFIT SUMMIT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,496,660 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAYUGA CO EMERSON PARK | |||||||
| 160 GENESEE STREET | AUBURN | NY | 13021 | NONE | PC | EMERSON PARK PROGRAMMING SUPPORT GRANT 2024-2026 | $105,000 |
| E JOHN GAVRAS CENTER | |||||||
| 182 NORTH STREET | AUBURN | NY | 13021 | NONE | PC | PRESCHOOL CAPACITY BUILDING GRANT | $44,000 |
| FOOD BANK OF CENTRAL NEW YORK | |||||||
| 4585 WEST SENECA TURNPIKE | SYRACUSE | NY | 13215 | NONE | PC | CAPACITY EXPANSION PROJECT | $50,000 |
| SEWARD HOUSE MUSEUM | |||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | NONE | PC | CONSERVATION TREATMENT FOR THE SEWARD CARRIAGE | $100,000 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PC | MCCAFFERY-WAGMAN TENNIS AND WELLNESS CENTER | $450,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $749,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,194 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,589,322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,958,035 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,590,551 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,590,551 | 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 AND PROFESSIONAL FEES | CategoryTxt |
| Amt | $104,578 | Amt |
| Net Investment Income | $5,229 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $99,349 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX ADM | $1,232,499 | $1,065,205 |
| ARTISAN HIGH INCOME INSTITUTIONAL | $1,522,526 | $1,618,708 |
| BAIRD AGGREGATE BOND INST | $11,703,968 | $10,828,704 |
| BLACKROCK STRATEGIC INCOME OPPS INSTL | $4,421,866 | $4,243,663 |
| BRANDYWINEGLOBAL GLOBAL OPP BOND IS | $1,518,510 | $1,409,746 |
| HARBOR CORE BOND RETIREM | $5,261,148 | $5,303,061 |
| SCHWAB TREASURY INFL PROTECTED SECS IDX | $1,035,817 | $1,019,167 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRIDGEWAY ULTRA-SMALL COMPANY MARKET | $89,548 | $82,219 |
| DFA EMERGING MARKETS VALUE I | $84,308 | $82,742 |
| DFA INTERNATIONAL SMALL COMPANY I | $96,531 | $88,391 |
| AVANTIS US LARGE CAP ETF | $105,210 | $126,529 |
| AVANTIS US SMALL CAP ETF | $80,995 | $93,634 |
| DIMENSIONAL US HIGH ETF | $103,760 | $125,530 |
| ISHARES CORE MSCI ETF | $213,760 | $189,820 |
| ISHARES CORE MSCI EAFE ETF | $439,830 | $417,121 |
| ISHARES CORE S&P ETF | $293,656 | $344,263 |
| ISHARES CORE S&P MID-CAP ETF | $151,620 | $169,373 |
| ISHARES CORE S&P 500 ETF | $996,933 | $1,309,813 |
| ISHARES MSCI EAFE VALUE ETF | $80,199 | $86,313 |
| ISHARES US TREASURY BOND ETF | $130,251 | $129,148 |
| SCHWAB US TIPS ETF | $251,006 | $212,813 |
| VANGUARD SHRT INF PROT ETF | $123,468 | $116,160 |
| VANGUARD TOTAL BOND ETF | $55,923 | $55,371 |
| BARON EMERGING MARKETS INSTITUTIONAL | $3,449,421 | $3,524,390 |
| COHEN & STEERS GLOBAL REALTY I | $3,698,977 | $3,541,999 |
| CONESTOGA SMALL CAP INSTITUTIONAL | $2,118,952 | $2,749,896 |
| DODGE & COX INTERNATIONAL STOCK I | $5,841,542 | $6,947,567 |
| FIDELITY INTERNATIONAL I INDEX | $3,474,901 | $4,262,172 |
| FIDELITY 500 INDEX | $13,850,752 | $25,267,349 |
| HOTCHKIS & WILEY SM CP D | $2,554,217 | $2,679,687 |
| MFS INTERNATIONAL EQUITY R6 | $5,604,332 | $6,847,435 |
| PIMCO RAE EMERGING MARKETS INSTL | $3,567,529 | $3,449,340 |
| PRINCIPAL DIVERSIFIED REAL ASSET INSTL | $4,208,863 | $3,827,189 |
| SCHWAB US MID-CAP INDEX | $4,485,562 | $5,792,298 |
| SPDR S&P 500 ETF IV | $1,842,629 | $7,223,713 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AP VIII (APAX) PRIVATE INVESTORS OFFSHORE LP - CLASS A | AT COST | $544,513 | $90,849 |
| ASIAN INFRASTRUCTURE & RELATED RESOURCES OPPORTUNITY FUND US, LLC (US TAX-EX | AT COST | $272,300 | $214,107 |
| BCP VI PRIVATE INVESTORS OFFSHORE, LP | AT COST | $321,898 | $117,786 |
| BLACKSTONE REAL ESTATE VII PRIVATE INVESTORS, LP (BREP OFFSHORE) CLASS A | AT COST | $243,997 | $184,941 |
| BREP ASIA PRIVATE INVESTORS OFFSHORE, L.P. | AT COST | $175,002 | $121,573 |
| BSREP II (BROOKFIELD) PRIVATE INVESTORS OFFSHORE, L.P. | AT COST | $1,250,000 | $401,049 |
| CCMP III PRIVATE INVESTORS OFFSHORE, L.P. - CLASS A | AT COST | $254,570 | $3,635 |
| CLAYTON, DUBILIER & RICE (CD&R) FUND 8, LP | AT COST | $88,982 | $2,426 |
| GIF IV PRIVATE INVESTORS OFFSHORE LP CLASS A | AT COST | $180,217 | $21,469 |
| GSO PRIVATE INVESTORS OFFSHORE II, LP CLASS A | AT COST | $326,409 | $68,205 |
| HPS MEZZANINE PRIVATE INVESTORS OFFSHORE II L.P CLASS A | AT COST | $178,640 | $13,275 |
| J.C. FLOWERS III PRIVATE INVESTORS OFFSHORE LP | AT COST | $243,535 | $28,390 |
| KKR AMERICAS XII PRIVATE INVESTORS OFFSHORE LP | AT COST | $979,279 | $848,950 |
| KKR ASIAN FUND II PRIVATE INVESTORS OFFSHORE, LP - CLASS A | AT COST | $423,339 | $423,339 |
| L CAPITAL ASIA 2 PRIVATE INVESTORS OFFSHORE, L.P. - CLASS A | AT COST | $1,262,807 | $109,279 |
| PEG DIFITAL GROWTH FUND OFFSHORE SPECIAL II LP | AT COST | $55,593 | $24,915 |
| PEG SECONDARY PRIVATE EQUITY INVESTORS OFFSHORE SPECIAL, L.P | AT COST | $32,591 | $32,591 |
| QUANTUM PARALLEL PARTNERS V, LP | AT COST | $30,598 | $30,598 |
| RIVERSTONE GLOBAL ENERGY AND POWER PRIVATE INVESTORS V, LP (OFFSHORE) | AT COST | $124,965 | $43,704 |
| RS GLOBAL ENERGY AND POWER PRIVATE INVESTORS OFFSHORE VI, L.P. | AT COST | $199,953 | $199,953 |
| SILVER LAKE PARTNERS IV (SLP IV) PRIVATE INVESTORS, L.P. (OFFSHORE INVESTORS | AT COST | $1,488,476 | $1,419,375 |
| STARWOOD SOF IX PRIVATE INVESTORS OFFSHORE L.P. CLASS A - NON-SELF DEALING F | AT COST | $56,222 | $43,261 |
| STARWOOD SOF VIII PRIVATE INVESTORS TE LLC (ONSHORE) | AT COST | $26,502 | $16,302 |
| ARMORY SQUARE VENTURES III, LP | AT COST | $35,063 | $35,063 |
| AUBURN COMMUNITY HOTEL, LP | AT COST | $54,899 | $54,899 |
| ARMORY SQUARE VENTURES, LP | AT COST | $59,153 | $59,153 |
| 500 PLUM STREET ASSOCIATES, LP | AT COST | $18,393 | $18,393 |
| CAYUGA VENTURE FUND V, LP | AT COST | $77,303 | $77,303 |
| HABORVEST PARTNERS, LLC | AT COST | $1,142,500 | $1,142,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REPAIRS AND MAINTENANCE | $33,137 | $1,657 | $31,480 |
| INSURANCE | $22,675 | $1,134 | $21,541 |
| OFFICE SUPPLIES | $2,325 | $116 | $2,209 |
| DUES AND SUBSCRIPTIONS | $4,156 | $208 | $3,948 |
| MISCELLANEOUS | $2,328 | $116 | $2,212 |
| FILING FEES | $1,977 | $1,977 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 401(K) ADMINISTRATION | $1,695 | $85 | $1,610 |
| INVESTMENT MANAGEMENT FEES | $257,300 | $257,300 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $11,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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