GREEN FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GREEN FAMILY FOUNDATION INC (EIN 20-4256553)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-07
IRS object ID
202012819349100336
Schema version
2019v5.1
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)
Return2020-10-07T15:33:12-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-08-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHANNON T FORKIN CPAPreparerPersonNm
PTINP00973625PTIN
Phone3154729127PhoneNum
Preparation2020-08-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address100.4.179.221IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-31IPDt
IP Tm11:57:51IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdC6F393AF45FD36FDFB93B4843F2F29CC9ED20AD3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,224,329FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$53,193InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50,678InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$313,858DividendsRevAndExpnssAmt
Dividends Net Invst Incm$308,841DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$441,221NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,910,618GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$458,977CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$721OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$721OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$809,243TotalRevAndExpnssAmt
Total Net Invst Incm$819,217TotalNetInvstIncmAmt
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$11,274LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,637LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,637LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,787AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,463AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$63,060OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$63,060OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$19,987TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$9,994TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$9,993TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,742OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,857OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,885OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$274,313TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$172,335TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$101,978TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$805,151ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$805,151ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,079,464TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$172,335TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$907,129TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$270,221ExcessRevenueOverExpensesAmt
Net Investment Income$646,882NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$435,078CashBOYAmt
Cash EOY$490,315CashEOYAmt
Cash EOYFMV$490,315CashEOYFMVAmt
US Government Obligations BOY$1,565,328USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,638,680USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,638,680USGovtObligationsEOYFMVAmt
Corporate Stock BOY$13,863,324CorporateStockBOYAmt
Corporate Stock EOY$16,173,706CorporateStockEOYAmt
Corporate Stock EOYFMV$16,173,706CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,012,157CorporateBondsBOYAmt
Corporate Bonds EOY$921,628CorporateBondsEOYAmt
Corporate Bonds EOYFMV$921,628CorporateBondsEOYFMVAmt
Total Assets BOY$16,875,887TotalAssetsBOYAmt
Total Assets EOY$19,224,329TotalAssetsEOYAmt
Total Assets EOYFMV$19,224,329TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$16,875,887NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$19,224,329NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$16,875,887TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,224,329TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,875,887TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,224,329TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,875,887TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$270,221ExcessRevenueOverExpensesAmt
Other Increases$2,618,663OtherIncreasesAmt
Subtotal$19,224,329SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,224,329TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - MS 6798P$775,000$775,000$0$0
PUBLICLY TRADED SECURITIES - MS 8961P$196,886$203,387-$6,501-$6,501
PUBLICLY TRADED SECURITIES - STATE STREET 0634P$708,480$533,452$175,028$175,028
PUBLICLY TRADED SECURITIES - MS 9932P$3,060,755$2,938,215$122,540$122,540
PUBLICLY TRADED SECURITIES - MS 5770P$1,828$1,587$241$241
CAPITAL GAINS DIVIDENDSP$167,669$167,669$167,669
FieldValueIRS element (for citing)
Capital Gain Net Income$458,977CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$910,961AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$18,563,114NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049074DistributionYr1Rt
Adjusted Qlfy Distri Yr2$808,419AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$18,361,838NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044027DistributionYr2Rt
Adjusted Qlfy Distri Yr3$875,191AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$17,378,024NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050362DistributionYr3Rt
Adjusted Qlfy Distri Yr4$893,464AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$18,088,735NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049393DistributionYr4Rt
Adjusted Qlfy Distri Yr5$903,880AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$18,397,512NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049131DistributionYr5Rt
Total Distribution0.241987TotalDistributionRt
Average Distribution0.048397AverageDistributionRt
Net Vl Noncharitable Assets$18,214,915NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$881,547AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,469NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$888,016AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$907,129QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$6,469InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,469SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,469TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23,191EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$23,191TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$16,722OverpaymentAmt
Applied To ES Tax$16,722AppliedToESTaxAmt
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 (5 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$42,000$0$0
LOUISE ANN GREEN LALUMIA
17 DUTCHESS LANEDAYTONNJ08810PRESIDENT5.00$30,000$0$0
JEFFREY B SCHEER
ONE LINCOLN CENTERSYRACUSENY132021355SECRETARY10.00$30,000$0$0
DONNA GREEN BURGMAYER
6 COTTONWOOD COURTLAFAYETTE HILLPA19444VICE-PRESIDENT5.00$30,000$0$0
SCOTT S GREEN
210 RIVERDALE COURTGREENVILLENC27858PAST VICE-PRESIDENT5.00$30,000$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$18,128,948AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$363,351AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,492,299TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,492,299AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$277,384CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,214,915NetVlNoncharitableAssetsAmt
Minimum Investment Return$910,746MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$910,746MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,469TaxBasedOnInvestmentIncomeAmt
Total Tax$6,469TotalTaxAmt
Distributable Before Adj$904,277DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$904,277DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$904,277DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$907,129ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$907,129QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$6,469PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$900,660AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$904,277DistributableAsAdjustedAmt
Undistributed Income PY$891,044UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$907,129QualifyingDistributionsAmt
Applied To Year1$891,044AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,085AppliedToCurrentYearAmt
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$888,192UndistributedIncomeCYAmt
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 (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
100 BLACK MEN OF SYRACUSE INC
2610 SOUTH SALINA ST SUITE 27SYRACUSENY13205NONEPCDRONE/ROBOTICS PROGRAM (YOUTH EMPOWERMENT PROGRAM)$5,000
BOYS AND GIRLS CLUB OF THE COASTAL PLAIN INC
621 W FIRE TOWER ROADWINTERVILLENC28590NONEPCTHE SCOTT GREEN CENTER OF INNOVATION$47,618
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 150WERNERSVILLEPA19565NONEPCCATHERINE CARON CENTER RENOVATIONS$25,000
CATHOLIC CHARITIES OF ONONDAGA COUNTY
1654 WEST ONONDAGA STREETSYRACUSENY13204NONEPCCONFERENCE ROOM B/TRAINING CENTER$7,500
CENTER FOR FAMILY VIOLENCE CENTER
PO BOX 8429GREENVILLENC27858NONEPCORGANIZATION ENHANCEMENTS TO SERVICE CHILDREN & YOUTH$20,803
DAWN'S PLACE
PO BOX 48253PHILADELPHIAPA19144NONEPCSTAFF TRAINING IN TRAUMA-INFORMED CARE$14,100
GOLDEN CORNER FOOD PANTRY
PO BOX 456SENECASC29679NONEPCREFRIGERATED FOOD TRUCK$15,000
GOOD GRIEF INC
38 ELM STREETMORRISTOWNNJ07960NONEPCROUTES TO RESILIENCE (A GIFT TO INVEST IN CAPITAL AND DEVELOPMENT OF OUR SCHOOL-BASED SOCIAL-EMOTIONAL LEARNING PROGRAM)$25,000
HILLSIDE CHILDREN'S FOUNDATION
1183 MONROE AVENUEROCHESTERNY14620NONEPCHEATING UNIT REPLACEMENT PROJECT$25,045
HOPE OF GLORY MINISTRIES
103 E ARLINGTON BLVD SUITE 106GREENVILLENC27858NONEPC2 COMMERCIAL GRADE REFRIGERATORS $7,000 1 COMMERCIAL GRADE FREEZER $3,000 CHECKOUT SYSTEM/COUNTER $4,200FOOD SHELVLNG ORGANIZERS $ 600$14,800
HOSPICE FOUNDATION OF CENTRAL NEW YORK
990 SEVENTH NORTH STREETLIVERPOOLNY13088NONEPCSOLACE ROOM CARPET REPLACEMENT$2,846
HOUSING VISIONS
1201 E FAYETTE ST SUITE 26SYRACUSENY13210NONEPCETHEL T. CHAMBERLAIN HOUSE$25,000
INTERIM HOUSE INC
333 W UPSAL STREETPHILADELPHIAPA19119NONEPCLIFE SKILLS AND JOB READINESS PROGRAM$25,000
JEWISH COMMUNITY CENTER OF SYRACUSE
5855 THOMPSON ROADDEWITTNY13214NONEPCSENIOR OUTREACH PROGRAM$20,000
JEWISH HOME OF CENTRAL NEW YORK SENIOR APARTMENTS INC
4101 EAST GENESEE STREETSYRACUSENY13214NONEPCROOFTOP HEATING/AIR CONDITIONING UNIT$27,000
LAUREL HOUSE
180 WEST GERMANTOWN PIKEEAST NORRISTONPA19404NONEPCROOF REPAIR FOR TRANSITIONAL HOUSING$23,530
MAKE-A-WISH FOUNDATION OF CENTRAL NEW YORK
5005 CAMPUSWOOD DRIVEEAST SYRACUSENY13057NONEPCROOF REPAIRS$20,000
MENORAH PARK GROUP RESIDENCES INC
4101 E GENESEE STREETSYRACUSENY13214NONEPCENHANCING COMFORT, SECURITY AND HEALTHY WELL-BEING$12,700
MERCY WORKS INC
1221 SOUTH SALINA STREETSYRACUSENY13202NONEPCSYNERGY INTERNSHIP PROGRAM$25,000
OCEAN GROVE CAMP MEETING ASSOCIATION
54 PITMAN AVENUEOCEAN GROVENJ07756NONEPCMAINTAIN AND ENHANCE GREAT AUDITORIUM ORGAN AND RESTORATION OF GREAT AUDITORIUM TOWER$90,000
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$12,014
PRINCETON ALLIANCE CHURCH
20 SCHALKS CROSSING ROADPLAINSBORONJ08536NONEPCTHE PANTRY: IMPROVEMENTS TO THE PANTRY AREA$5,000
PUBLIC BROADCASTING COUNCIL OF CENTRAL NEW YORK INC
415 WEST FAYETTE STREETSYRACUSENY13204NONEPCCREATION OF THE CNY RADIO STATION$50,000
RESCUE MISSION ALLIANCE
155 GIFFORD STREETSYRACUSENY13202NONEPCCULINARY TRAINING EMPLOYMENT PROGRAM$15,000
ROSAMOND GIFFORD ZOO
ONE CONSERVATION PLACESYRACUSENY13204NONEPCZOO GUIDES$10,000
THE SALVATION ARMY - EMERGENCY DIASTER SERVICES
701 N BROAD STREETPHILADELPHIAPA19123NONEPCREFRIGERATOR TRAILER PROJECT$20,266
THE SALVATION ARMY - ORANGE COUNTY
10200 PIONEER ROADTUSTINCA92782NONEPCEMERGENCY & SOCIAL SERVICES - HOUSING, EDUCATIONAL AND VOCATIONAL$15,000
THE SALVATION ARMY - STAR LAKE
440 WEST NYACK ROADWEST NYACKNY10994NONEPCBUDD/STREHLE/ROYLE PROGRAM, STAFF CHAIR SCHOLARSHIP$5,000
THE SALVATION ARMY - WEST NYACK
440 WEST NYACK ROADWEST NYACKNY10994NONEPCFUTURE ALL-STARS WEEKEND 2020 - NEW YORK STAFF BAND AND OPERATION RED SHIELD (ORS) - VETS CAMP$36,429
THE SALVATION ARMY
200 TWIN OAKS DRIVESYRACUSENY13206NONEPCREFURBISHING THE TRANSITIONAL APARTMENTS AND PARENTING CENTER, AND CAPITAL EQUIPMENT AND SCHOLARSHIPS ASSOCIATED WITH DIVISIONAL YOUTH MUSIC AND ARTS ACADEMY$37,500
THE SALVATION ARMY
231 SUNRISE AVENUEHONESALEPA18431NONEPCJOURNEY OF HOPE - EMERGENCY RELIEF SERVICES$25,000
THE UPSTATE FOUNDATION INC
750 EAST ADAMS STREETSYRACUSENY13210NONEPCSUMMER INTENSIVE HEALTH PROFESSIONS PREP (SIHPP) PROGRAM$23,000
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$805,151TotalGrantOrContriPdDurYrAmt
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$53,193ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$313,858ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$441,221ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSS 0634 - CLASS ACTION PROCEEDSDesc
Exclusion19ExclusionCd
Exclusion$721ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$808,993ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$808,993TotalIncomeProducingActyAmt

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$14,250Amt
Net Investment Income$10,787NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,463DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY (#9932)$344,303$344,303
MORGAN STANLEY (#5770)$6,453$6,453
MORGAN STANLEY (#8961)$570,872$570,872

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STATE STREET BANK AND TRUST (#0634)$2,513,590$2,513,590
FIDELITY DIVERSIFIED INTERNATIONAL (#5667)$2,212,963$2,212,963
SPARTAN 500 INDEX FUND ADV CL (#5667)$4,878,333$4,878,333
BLACK ROCK GLOBAL ALLOCATION$762,019$762,019
BLACK ROCK CAPITAL APPRECIATION FUND$1,016,294$1,016,294
VANGUARD DIVIDEND GROWTH (#7218)$897,882$897,882
VANGUARD ST INVESTMENT GRADE FUND (#7218)$2,840,486$2,840,486
VANGUARD ST INF PRO$1,052,139$1,052,139

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,638,680USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,638,680USGovtObligationsEOYFMVAmt
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$11,274LegalFeesAmt
Net Investment Income$5,637NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,637DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$2,428$1,214$1,214
INSURANCE EXPENSE$912$456$456
POSTAGE & SHIPPING$374$187$187
FILING FEES$28$0$28

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSS 0634 - CLASS ACTION PROCEEDSDesc
Revenue And Expenses Per Books$721RevenueAndExpensesPerBooksAmt
Net Investment Income$721NetInvestmentIncomeAmt
Adjusted Net Income$721AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIES HELDDesc
Amt$2,618,663Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$63,060Amt
Net Investment Income$63,060NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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