FROELICH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FROELICH FAMILY FOUNDATION (EIN 47-1750161)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202031969349101008
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T10:30:03-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161148763 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRLEY MORAN FREER & EASSA CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 EAST JEFFERSON STREET SUITE 920 | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471750161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROELICH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FROE | BusinessNameControlTxt |
| Phone | 4055178831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WEST LAKE ST | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG FROELICH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4055178831 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S REID | PreparerPersonNm |
| PTIN | P00229126 | PTIN |
| Phone | 3154727045 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.217.216.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-14 | IPDt |
| IP Tm | 10:29:10 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Federal Original Submission Id | 1640602020196034ae88 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6E961689EB11826C261F153D13EC7CB05B6A008E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,826,995 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,930 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,930 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,386 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,599,251 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,595 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $269,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,911 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $288 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,634 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,634 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $101,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $148,847 | CashBOYAmt |
| Cash EOY | $88,338 | CashEOYAmt |
| Cash EOYFMV | $88,338 | CashEOYFMVAmt |
| Other Investments BOY | $2,495,245 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,656,160 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,738,657 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,644,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,744,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,826,995 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,644,092 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,744,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,644,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,744,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,644,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,744,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,644,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $101,382 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,745,474 | SubtotalAmt |
| Other Decreases | $976 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,744,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MS0639 - ST | $325,460 | $321,339 | $4,121 | $4,121 | |
| PUBLICLY TRADED SECURITIES - MS0639 - LT | $64,048 | $59,424 | $4,624 | $4,624 | |
| PUBLICLY TRADED SECURITIES - MS0644 - ST | $1,083,186 | $1,110,839 | -$27,653 | -$27,653 | |
| PUBLICLY TRADED SECURITIES - MS0644 - LT | $197,170 | $161,645 | $35,525 | $35,525 | |
| SEC. 1256 ST CLOSED CONTRACTS - MS0644 | -$8,540 | -$8,540 | |||
| SEC. 1256 LT CLOSED CONTRACTS - MS0644 | -$12,810 | -$12,810 | |||
| PUBLICLY TRADED SECURITIES - MS0648 - ST | $574,609 | $566,914 | $7,695 | $7,695 | |
| PUBLICLY TRADED SECURITIES - MS0648 - LT | $47,324 | $47,748 | -$424 | -$424 | |
| PUBLICLY TRADED SECURITIES - MS0464 - ST | $307,432 | $305,397 | $2,035 | $2,035 | |
| CAPITAL GAINS DIVIDENDS | $22 | $22 | $22 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,595 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $168,042 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,698,691 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062268 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $147,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,650,644 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055534 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $136,959 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,711,771 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050505 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $161,175 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,839,710 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056758 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $738,750 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.225065 | TotalDistributionRt |
| Average Distribution | 0.045013 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,744,763 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $123,550 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $363 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,913 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $136,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $363 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $363 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,242 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,242 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $879 | OverpaymentAmt |
| Applied To ES Tax | $879 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG FROELICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4055178831 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WEST LAKE ST | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CRAIG A FROELICH | ||||||||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| BARBARA S FROELICH | ||||||||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 | SECRETARY | 0.25 | $0 | $0 | $0 |
| JAKOB S FROELICH | ||||||||
| 135 GARFIELD PLACE APT 603 | CINCINNATI | OH | 45202 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MATTHEW C FROELICH | ||||||||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,400,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $385,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,786,561 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,786,561 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,744,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $363 | TotalTaxAmt |
| Distributable Before Adj | $136,875 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $136,875 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $136,875 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $136,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $363 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $135,637 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,875 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,909 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,652 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,840 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,023 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $60,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $136,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $136,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $875 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $875 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $59,549 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,549 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,034 | ExcessFromYear4Amt |
| Excess From Year3 | $1,652 | ExcessFromYear3Amt |
| Excess From Year2 | $16,840 | ExcessFromYear2Amt |
| Excess From Year1 | $35,023 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CRAIG A FROELICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WEST LAKE ST | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4055178831 | RecipientPhoneNum |
| Recipient Email Address | CFROELICH75@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT REQUESTS (IN DUPLICATE) CAN BE MAILED TO THE FROELICH FAMILY FOUNDATION, 1111 REID STREET, SEMINOLE, OK 74868. PLEASE CONTACT CRAIG FROELICH FOR THE GRANT REQUEST FORM AT CFROELICH@ENVIRO-OK.COM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT PROPOSALS CAN BE MADE AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION PROVIDES GRANTS FOR NONPROFIT ORGANIZATIONS QUALIFIED AS PUBLIC CHARITIES WITH PRIORITY GIVEN TO ORGANIZATIONS SERVING OKLAHOMA. PRIMARY FIELDS INCLUDE EDUCATION, SOCIAL WELFARE, COMMUNITY ARTS AND CULTURAL ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ILLINOIS STATE UNIVERSITY | ||||||
| 101 ALUMNI CENTER BOX 8000 | NORMAL | IL | 61790 | PC | SCHOLARSHIPS FOR NURSING STUDENTS | $2,500 |
| LIFESONG FOR ORPHANS INC | ||||||
| 202 FORD STREET | GRIDLEY | IL | 61744 | PC | SUPPORT OF ORPHANAGE HOUSING IN HATIE | $30,000 |
| INTERFAITH SOCIAL MINISTRIES | ||||||
| PO BOX 1602 | SEMINOLE | OK | 74818 | PC | SUPPORT FOR FOOD BANK FOR NEEDY | $2,750 |
| SEMINOLE HUMANE SOCIETY | ||||||
| PO BOX 1543 | SEMINOLE | OK | 74818 | PC | SUPPORT FOR ANIMAL CARE | $3,500 |
| JASMINE MORAN CHILDREN'S MUSEUM | ||||||
| PO BOX 1828 | SEMINOLE | OK | 74818 | PC | SUPPORT FOR MUSEUM FOR CHILDREN | $2,500 |
| MARCH OF DIMES | ||||||
| 1275 MAMARONECK | WHITE PLAINS | NY | 10605 | PC | SUPPORT FOR INFANT HEALTH AND POLIO ERRADICATION | $5,000 |
| ST JUDES CHILDRENS' HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | CHILDHOOD CANCER SUPPORT | $5,000 |
| FOOD BANK OF CENTRAL NY | ||||||
| 7066 INTERSTATE ISLAND ROAD | SYRACUSE | NY | 13209 | PC | SUPPORT OF FOOD BANK FOR THOSE IN NEED | $2,500 |
| WE RISE ABOVE THE STREET | ||||||
| 616 SPRING CREEK LANE | ATLANTA | GA | 30350 | PC | SUPPORT FOR HOMELESS PEOPLE | $1,000 |
| MCMAHONRYAN CHILD ADVOCACY CENTER | ||||||
| 601 E GENESSE STREET | SYRACUSE | NY | 13202 | PC | SUPPORT FOR ABUSED CHILDREN | $12,500 |
| BUGLES ACROSS AMERICA | ||||||
| 1824 S CNYLER | BERWIN | IL | 60402 | PC | SUPPORT FOR MILITARY TAPS FOR DECEASED VETERANS | $500 |
| JOSEPH HOUSE FOR WOMEN | ||||||
| 1101 BURNET AVE | SYRACUSE | NY | 13203 | PC | SUPPORT FOR PREGNANT YOUNG WOMEN | $25,000 |
| STAY FOCUSED | ||||||
| 245 E 44TH STREET | NEW YORK | NY | 10017 | PC | SUPPORT FOR HANDICAP YOUNG PEOPLE | $5,000 |
| AUXILLARY OF FRANCIS HOUSE | ||||||
| 108 MICHAELS AVE | SYRACUSE | NY | 13208 | PC | SUPPORT FOR HOSPICE ACTIVITIES | $2,500 |
| NEIGHBOR BUILDING NEIGHBORHOODS | ||||||
| 207 N SECOND STREET | MUSKOGEE | OK | 74401 | PC | SUPPORT FOR SEMINOLE OK COMMUNITY FOUNDATION | $2,500 |
| FRIENDS OF HOSPICE | ||||||
| 1130 CORPORATE DRIVE | AUBURN | NY | 13021 | PC | SUPPORT FOR HOSPICE ACTIVITIES | $500 |
| SKANEATELSE HISTORICAL SOCIETY | ||||||
| 26 HANNUM STREET | SKANEATELES | NY | 13152 | PC | SUPPORT FOR SKANEATELES HISTORICAL MUSEUM | $250 |
| AMERICAN RED CROSS | ||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | PC | SUPPORT OF DISASTER RELIEF AUSTRIALIAN WILD FIRES | $5,000 |
| SALVATION ARMY | ||||||
| PO BOX 148 | SYRACUSE | NY | 13206 | PC | SUPPORT OF DISASTER RELIEF | $5,000 |
| JOHN D BARROW ART MUSEUM | ||||||
| 49 E GENESEE STREET | SKANEATELES | NY | 13152 | PC | SUPPORT OF SKANEATELES ART MUSEUM | $500 |
| VERA HOUSE | ||||||
| 723 JAMES STREET | SYRACUSE | NY | 13202 | PC | SUPPORT FOR VICTIMS OF DOMESTIC ABUSE | $1,000 |
| SAMARITAN CENTER | ||||||
| 215 NORTH STATE STREET | SYRACUSE | NY | 13203 | PC | FOOD FOR NEEDY | $1,000 |
| SKANEATELES LAKE ASSOCIATION | ||||||
| PO BOX 182 | SKANEATELES | NY | 13152 | PC | ENVIRONMENTAL PRESERVATION | $10,000 |
| FINGER LAKES LAND TRUST | ||||||
| 202 E COURT STREET | ITHACA | NY | 14850 | PC | LAND/ENVIRONMENTAL PRESERVATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,000 | 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 | $10,930 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,491 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69,016 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,016 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CRAIG AND BARBARA FROELICH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WEST LAKE STREET | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,150 | Amt |
| Net Investment Income | $4,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO STATE FILING REQUIRED. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,656,160 | BookValueAmt |
| EOYFMV | $2,738,657 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST INVESTMENT TO COST | Desc |
| Amt | $976 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE & FEES | Desc |
| Revenue And Expenses Per Books | $27,196 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27,196 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CRAIG A FROELICH | |||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 |
| BARBARA S FROELICH | |||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $288 | Amt |
| Net Investment Income | $288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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