WILLIAM G POMEROY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G POMEROY FOUNDATION (EIN 20-6572301)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-20
- IRS object ID
- 202032949349100833
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-20T14:59:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330996661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANNIBLE & MCKEE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 SOUTH WARREN ST | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206572301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM G POMEROY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3159134060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 492 E BRIGHTON AVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM G POMEROY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3159134060 | PhoneNum |
| Signature | 2020-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J REILLY CPA | PreparerPersonNm |
| PTIN | P00435562 | PTIN |
| Phone | 3154729127 | PhoneNum |
| Preparation | 2020-10-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 45.47.202.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-05 | IPDt |
| IP Tm | 07:43:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C6F393AF45FD36FDFB93B4843F2F29CC9ED20AD3 | 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 | $74,118,043 | 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 | $1,211,167 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $39,944 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,944 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,153,193 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,153,193 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $673,214 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $677,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $673,214 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $1,370 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | -$29,405 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$29,405 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,048,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,836,946 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,370 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $151,179 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $151,179 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $160,220 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $160,220 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $36,284 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $36,284 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,055 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,791 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,264 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,752 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,752 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,044 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,267 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $28,777 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $950 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $313 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $313 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,309 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,309 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,906 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,906 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85,991 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85,883 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $536,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $486,887 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,794,848 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,794,848 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,330,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,281,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$282,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,826,780 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,370 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,715,238 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,141,310 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,141,310 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,506,166 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,417,895 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,417,895 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $48,039,387 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,557,412 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,557,412 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,947 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,521 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,376 | LandBOYAmt |
| Land EOY | $1,426 | LandEOYAmt |
| Land EOYFMV | $1,426 | LandEOYFMVAmt |
| Total Assets BOY | $62,263,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,118,043 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,118,043 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $62,263,167 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $74,118,043 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,263,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,118,043 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,263,167 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,118,043 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,263,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$282,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,137,686 | OtherIncreasesAmt |
| Subtotal | $74,118,115 | SubtotalAmt |
| Other Decreases | $72 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,118,043 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC - 2784 | P | $3,911 | -$3,911 | -$3,911 | |
| ENTERPRISE PRODUCTS PARTNERS LP | P | $201 | -$201 | -$201 | |
| CAPITAL GAINS DIVIDENDS | P | $677,326 | $677,326 | $677,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $673,214 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,963,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $66,707,188 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044418 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,767,767 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $59,629,805 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029646 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,505,820 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,210,853 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042766 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,279,183 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,389,607 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042093 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,086,019 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,296,104 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041300 | DistributionYr5Rt |
| Total Distribution | 0.200223 | TotalDistributionRt |
| Average Distribution | 0.040045 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $68,711,149 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,751,538 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,268 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,769,806 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,281,735 | 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 | $18,268 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,268 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,268 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,697 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $46,697 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,429 | OverpaymentAmt |
| Applied To ES Tax | $28,429 | 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 | NY | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WGPFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAULA MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3159134060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 492 E BRIGHTON AVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM G POMEROY | ||||||||
| 492 E BRIGHTON AVE | SYRACUSE | NY | 13210 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| SANDRA POMEROY | ||||||||
| 492 E BRIGHTON AVE | SYRACUSE | NY | 13210 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PAULA MILLER | ||||||||
| 492 E BRIGHTON AVE | SYRACUSE | NY | 13210 | EXECUTIVE DIRECTOR | 36.00 | $86,080 | $13,773 | $0 |
| DERYN POMEROY | ||||||||
| 492 E BRIGHTON AVE | SYRACUSE | NY | 13210 | DIRECTOR OF STRATEGIC INIT | 40.00 | $65,099 | $5,211 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE BODNAR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 492 E BRIGHTON AVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | COMMUNICATIONS MANAG | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $52,125 | CompensationAmt |
| Employee Benefits | $6,041 | EmployeeBenefitsAmt |
| Expense Account | $0 | 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 | $56,965,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,791,916 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,757,512 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,757,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,046,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,711,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,435,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,435,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,268 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,268 | TotalTaxAmt |
| Distributable Before Adj | $3,417,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,370 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,418,659 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,418,659 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,281,735 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,281,735 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,268 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,263,467 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,418,659 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,265,921 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,281,735 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,265,921 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,814 | 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 | $3,402,845 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM G POMEROY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAULA MILLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 492 E BRIGHTON AVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3159134060 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE SUBMITTED ONLINE AT WWW.WGPFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY, REFER TO THE GUIDELINES AT WWW.WGPFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS AND LIMITATIONS VARY, REFER TO WWW.WGPFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (243 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADIRONDACK WOMEN IN HISTORY INC | |||||||
| PO BOX 565 | WILLSBORO | NY | 129960565 | PC | 2019 HISTORIC MARKER PROGRAM | $2,200 | |
| ALABAMA FOLKLIFE ASSOCIATION | |||||||
| PO BOX 4697 | MONGTOMERY | AL | 36103 | PC | LEGENDS & LORE PROGRAM | $1,000 | |
| ALDERSON MAIN STREET INC | |||||||
| PO BOX 117 | ALDERSON | WV | 24910 | PC | 2019 LEGENDS & LORE PROGRAM | $2,200 | |
| AMERICAN RED CROSS | |||||||
| 344 WEST GENESEE STREET | SYRACUSE | NY | 13202 | PC | DONATION | $1,000 | |
| AMITYVILLE HISTORICAL SOCIETY | |||||||
| 170 BROADWAY | AMITYVILLE | NY | 11701 | PC | 2019 HISTORIC MARKER PROGRAM | $2,200 | |
| ANDERSON FALLS HERITAGE SOCIETY | |||||||
| 96 CLINTON STREET | KEESEVILLE | NY | 12944 | PC | 2019 HISTORIC MARKER PROGRAM & PROFESSIONAL DEVELOPMENT GRANT | $4,300 | |
| ANDOVER HISTORICAL SOCIETY | |||||||
| 3 HEBRON RD | ANDOVER | CT | 06232 | PC | DONATION | $1,100 | |
| APHNY | |||||||
| PO BOX 55 | GROTON | NY | 13073 | PC | SCHOLARSHIP | $500 | |
| APOLLO AREA HISTORICAL SOCIETY | |||||||
| PO BOX 434 317 N SECOND ST | APOLLO | PA | 15613 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| AURORA HISTORICAL SOCIETY | |||||||
| PO BOX 427 OAKWOOD AVE | E AURORA | NY | 14052 | PC | CHALLENGE GRANT - MILLARD ON MAIN | $16,000 | |
| AUSTERLITZ HISTORICAL SOCIETY | |||||||
| PO BOX 144 11550 STATE ROUTE 22 | AUSTERLITZ | NY | 12017 | PC | 2019 NATIONAL REGISTER PROGRAM | $2,200 | |
| AVON HISTORICAL SOCIETY | |||||||
| PO BOX 448 | AVON | CT | 06001 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| B F JONES MEMORIAL LIBRARY | |||||||
| 663 FRANKLIN AVE | ALIQUIPPA | PA | 15001 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| BRAG HISTORICAL SOCIETY | |||||||
| 390 MAIN STREET | BOLIVAR | NY | 14715 | PC | 2019 NATIONAL REGISTER PROGRAM | $276 | |
| BAKER'S RIDGE HISTORICAL ASSOCIATION | |||||||
| PO BOX 13 5971 HAMILTON HILL ROAD | ALFRED STATION | NY | 14803 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| BATTLE OF ORISKANY HISTORICAL SOCIETY | |||||||
| PO BOX 284 420 UTICA STREET | ORISKANY | NY | 13424 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| BAYSIDE CEMETERY ASSOCIATION | |||||||
| PO BOX 491 CLARKSON AVE | POTSDAM | NY | 13676 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| BE THE MATCH FOUNDATION | |||||||
| 500 NORTH 5TH STREET | MINNEAPOLIS | MN | 554011206 | PC | DONATION | $105,000 | |
| BEALLSVILLE BOROUGH | |||||||
| 82A SOUTH ST PO BOX 6 | BEALLSVILLE | PA | 15313 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| BEAVER AREA HERITAGE FOUNDATION | |||||||
| 1200 RIVER RD | BEAVER | PA | 15009 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| BEAVER COUNTY HISTORICAL RESEARCH & LANDMARKS FOUNDATION | |||||||
| 1235 3RD AVE | FREEDOM | PA | 15042 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| BEULAH PRESBYTERIAN CHURCH | |||||||
| 2500 MCCRADY ROAD | PITTSBURG | PA | 15235 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| BRINTON ASSOCIATION OF AMERICA | |||||||
| 21 OAKLAND ROAD | WEST CHESTER | PA | 19382 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| BRRALLIANCE INC | |||||||
| 1902 NIAGARA STREET | BUFFALO | NY | 14207 | PC | 2019 MANY PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| BUFFALO OLMSTED PARKS CONSERVANCY | |||||||
| 84 PARKSIDE AVE PARKSIDE LODGE | BUFFALO | NY | 14214 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| CAIRO HISTORICAL SOCIETY | |||||||
| PO BOX 803 | CAIRO | NY | 12413 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| CARBONDALE PA HISTORICAL SOCIETY AND MUSEUM INC | |||||||
| PO BOX 151 | CARBONDALE | PA | 18407 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| CARINGBRIDGE | |||||||
| 2750 BLUE WATER ROAD SUITE 275 | EAGAN | MN | 55121 | PC | DONATION | $1,000 | |
| CAYUGA MUSEUM OF HISTORY AND ART | |||||||
| 203 GENESEE STREET | AUBURN | NY | 13021 | PC | VISITORS COUNT AND MEMBERSHIP TO AASLH | $4,368 | |
| CAZENOVIA PUBLIC HISTORY | |||||||
| 100 ALBANY STREET | CAZENOVIA | NY | 13035 | PC | EXHIBIT - A TIMELINE OF CAZENOVIA HISTORY | $7,520 | |
| CENTER FOR CONGRESSIONAL AND PRESIDENTIAL STUDIES | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | PC | THE CORRESPONDENCE OF ZACHARY TAYLOR AND MILLARD FILLMORE PROJECT | $4,000 | |
| CENTRAL NEW YORK COMMUNITY FOUNDATION | |||||||
| 431 EAST FAYETTE STREET SUITE 100 | SYRACUSE | NY | 13202 | PC | DONATION | $1,325,000 | |
| CHADDS FORD HISTORICAL SOCIETY | |||||||
| 1736 CREEK ROAD | CHADDS FORD | PA | 19317 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| CHRIST CHURCH OF ROCHESTER | |||||||
| 141 EAST AVE | ROCHESTER | NY | 14604 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| CHURCH OF OUR LADY OF KAZAN | |||||||
| 1 WILLOW SHORE AVE | SEA CLIFF | NY | 11579 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| CICERO HISTORICAL SOCIETY | |||||||
| 6453 NY-31 | CICERO | NY | 13039 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| CINCINNATUS AREA HERITAGE SOCIETY | |||||||
| PO BOX 264 | CINCINNATUS | NY | 13040 | PC | 2019 HISTORIC MARKER PROGRAM AND LEGENDS & LORE PROGRAM | $3,300 | |
| CITY OF BINGHAMTON | |||||||
| 38 HAWLEY STREET | BINGHAMTON | NY | 13901 | PC | 2019 HISTORIC MARKER PROGRAM | $2,200 | |
| CITY OF HORNELL | |||||||
| 82 MAIN STREET PO BOX 627 | HORNELL | NY | 14843 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| CITY OF RONCERVERTE | |||||||
| PO BOX 417 182 MAIN ST W | RONCEVERTE | WV | 24970 | PC | 2019 LEGENDS & LORE | $1,100 | |
| CITY OF TITUSVILLE | |||||||
| 107 N FRANKLIN STREET | TITUSVILLE | PA | 16354 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| CLARKE COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 388 116 W COBB STREET | GROVE HILL | AL | 36451 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| COMMITTEE TO SAVE THE BIRD HOMESTEAD INC | |||||||
| PO BOX 346 624 MILTON RD | RYE | NY | 10580 | PC | 2019 NATIONAL REGISTER PROGRAM | $302 | |
| CONVENTION & VISITORS BUREAU OF MARION COUNTY | |||||||
| 1000 COLE STREET SUITE A | PLEASANT VALLEY | WV | 26554 | PC | 2019 LEGENDS & LORE PROGRAM | $2,200 | |
| CORTLAND COUNTY HISTORICAL SOCIETY | |||||||
| 25 HOMER AVE | CORTLAND | NY | 13045 | PC | 2019 LEGENDS & LORE PROGRAM | $2,200 | |
| CROUSE HEALTH FOUNDATION | |||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | PC | NURSING AWARDS, SCHOLARSHIPS, TRIBUTE EVENING AND CCC/ESD NAMING | $767,500 | |
| CROUSE HOSPITAL AUXILIARY | |||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | PC | LIGHTS OF LOVE | $500 | |
| DALTON HISTORICAL COMMISSION | |||||||
| 462 MAIN STREET | DALTON | MA | 01226 | PC | 2019 NATIONAL REGISTER PROGRAM | $5,500 | |
| DODGE PRATT NORTHAM ART & COMMUNITY CENTER | |||||||
| 106 SCHUYLER ST | BOONVILLE | NY | 13309 | PC | 2019 HISTORIC CANAL PROGRAM | $1,100 | |
| EASTVILLE COMMUNITY HISTORICAL SOCIETY | |||||||
| PO BOX 2036 | SAG HARBOR | NY | 11963 | PC | 2019 MANY PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| EBENSBURG MAIN STREET PARTNERSHIP | |||||||
| 300 WEST HIGH STREET | EBENSBURG | PA | 15931 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| EDITH B FORD MEMORIAL LIBRARY | |||||||
| PO BOX 410 7169 MAIN STREET | OVID | NY | 14521 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| ERIE CANAL MUSEUM | |||||||
| 318 ERIE BOULEVARD EAST | SYRACUSE | NY | 13202 | PC | REVEALING HIDDEN COLLECTIONS PROJECT | $11,432 | |
| ESSSAR THOUSAND ISLANDS CHAPTER | |||||||
| 48099 HIBBARD POINT EXT BOATHOUSE | REDWOOD | NY | 13679 | PC | 2019 HISTORIC MARKER PROGRAM | $9,900 | |
| FAIRHAVEN HISTORICAL COMMISSION | |||||||
| 40 CENTER STREET | FAIRHAVEN | MA | 02719 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| FAIRVIEW AREA HISTORICAL SOCIETY | |||||||
| 4302 AVONIA ROAD PO BOX 553 | FAIRVIEW | PA | 16415 | PC | 2019 NATIONAL REGISTER PROGRAM | $302 | |
| FINGER LAKES BOATING MUSEUM | |||||||
| PO BOX 8231 8231 PLEASANT VALLEY | HAMMONDSPORT | NY | 14840 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | ROAD |
| FLANDERS VILLAGE HISTORICAL SOCIETY | |||||||
| PO BOX 1968 | FLANDERS | NY | 11902 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| FLY CREEK AREA HISTORICAL SOCIETY | |||||||
| PO BOX 87 CEMETERY ROAD | FLY CREEK | NY | 13337 | PC | 2019 LEGENDS & LORE PROGRAM & MANY PROFESSIONAL DEVELOPMENT GRANT | $2,100 | |
| FORT HUNTER FREE LIBRARY | |||||||
| 167 FORT HUNTER ROAD | AMSTERDAM | NY | 12010 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| FRANKLIN HISTORICAL SOCIETY | |||||||
| PO BOX 73 | N FRANKLIN | CT | 06254 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| FRANKLIN TOWNSHIP | |||||||
| 218 GOUGLER AVE | KENT | OH | 44240 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| FRIENDS OF FREEDOM SOCIETY | |||||||
| 1006 LORNABERY LANE | COLUMBUS | OH | 43213 | PC | 2019 CANAL MARKER PROGRAM | $1,100 | |
| FRIENDS OF GOSHEN PUBLIC LIBRARY AND HISTORICAL SOCIETY | |||||||
| 203 MAIN STREET | GOSHEN | NY | 10924 | PC | GRANT FOR HISTORICAL ARTIFACT DISPLAY CASE | $2,000 | |
| FRIENDS OF HISTORY IN FULTON NY INC | |||||||
| PO BOX 157 177 S FIRST STREET | FULTON | NY | 13069 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| FRIENDS OF THE HENN MANSION | |||||||
| 23131 LAKE SHORE ROAD | EUCLID | OH | 44123 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| FRIENDS OF THE SARATOGA BATTLEFIELD | |||||||
| 648 ROUTE 32 | STILWATER | NY | 12170 | PC | THE SARATOGA SURRENDER SITE | $5,000 | |
| FRONTENAC HISTORICAL SOCIETY AND MUSEUM | |||||||
| PO BOX 338 | UNION SPRINGS | NY | 13160 | PC | 2019 HISTORIC MARKER PROGRAM & RAISE THE ROOF CAMPAIGN | $1,600 | |
| GAINESVILLE MUSIC HISTORY FOUNDATION INC | |||||||
| 3797 SW 56TH ROAD | GAINSVILLE | FL | 32608 | PC | TOM PETTY MARKER | $500 | |
| GATES HISTORICAL SOCIETY | |||||||
| 634 HINCHEY ROAD | ROCHESTER | NY | 14624 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| GEORGE & REBECCA BARNES FOUNDATION INC | |||||||
| 990 JAMES STREET | SYRACUSE | NY | 13203 | PC | ROOF RESTORATION PROJECT | $10,000 | |
| GILL HISTORICAL COMMISSION | |||||||
| 325 MAIN ROAD | GILL | MA | 01354 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| GOGGLEWORKS CENTER FOR THE ARTS | |||||||
| 201 WASHINGTON STREET | READING | PA | 19601 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| GRAND ISLE HISTORICAL SOCIETY INC | |||||||
| PO BOX 23 228/230 US RT 2 | GRAND ISLE | VT | 05458 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| GREAT NECK HISTORICAL SOCIETY | |||||||
| PO BOX 234483 | GREAT NECK | NY | 11023 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| GREENBRIER HISTORICAL SOCIETY | |||||||
| 814 WASHINGTON STREET | LEWISBURG | WV | 24901 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| GREENE COUNTY HISTORICAL SOCIETY | |||||||
| 90 COUNTY ROUTE 42 | COXSACKIE | NY | 12051 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| GREENE TOWNSHIP | |||||||
| PO BOX 100 243 GARARDS FORT RD | GARARDS FORT | PA | 15334 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| GRIFFINS MILLS PRESBYTERIAN CHURCH | |||||||
| 1807 MILL ROAD | WEST FALLS | NY | 14170 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| GUILFORD HISTORICAL SOCIETY | |||||||
| PO BOX 201 | GUILFORD | NY | 13780 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| HANOVER HISTORICAL SOCIETY | |||||||
| 21 BALTIMORE STREET | HANOVER | PA | 17331 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| HEPBURN LIBRARY OF LISBON | |||||||
| 6899 COUNTY RT 10 | LISBON | NY | 13658 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| HERITAGE COMMISSION CORPORATION | |||||||
| PO BOX 457 | SOUTH CHARLESTON | OH | 45368 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| HERITAGE FOUNDATION OF OSWEGO COUNTY | |||||||
| PO BOX 405 | OSWEGO | NY | 13126 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| HIDDENITE ARTS & HERITAGE CENTER | |||||||
| 316 HIDDENITE CHURCH RD | HIDDENITE | NC | 28636 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| HIGHLANDS HISTORICAL SOCIETY | |||||||
| PO BOX 670 524 N 4TH ST | HIGHLANDS | NC | 28741 | PC | 2019 NATIONAL REGISTER PROGRAM & LEGENDS & LORE PROGRAM | $2,200 | |
| HILLSBOROUGH COUNTY BOCC | |||||||
| 601 E KENNEDY BLVD | TAMPA | FL | 33602 | PC | HISTORIC MARKER PROGRAM | $10,000 | |
| HISTORIC BLAKELEY FOUNDATION | |||||||
| PO BOX 7528 | SPANISH FORT | AL | 36577 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| HISTORIC B'NAI JACOB SYNAGOGUE | |||||||
| WATER AND NISSLEY STS | MIDDLETOWN | PA | 17057 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| HISTORIC CHERRY HILL | |||||||
| 523 1/2 S PEARL ST | ALBANY | NY | 12202 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| HISTORIC NORTHAMPTON | |||||||
| 46 BRIDGE STREET | NORTHAMPTON | MA | 01060 | PC | MAKING IT ON MAIN STREET EXHIBIT | $25,000 | |
| HISTORICAL SOCIETY OF BENSALEM TOWNSHIP | |||||||
| 3211 KNIGHTS RD PO BOX 1101 | BENSALEM | PA | 19020 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| HISTORICAL SOCIETY OF MOREAU AND SOUTH GLENS FALLS | |||||||
| 53 FERRY BLVD | SOUTH GLEN FALLS | NY | 12803 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| HOLLAND PURCHASE HISTORICAL SOCIETY | |||||||
| 131 W MAIN STREET | BATAVIA | NY | 14020 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,094 | |
| HOOSICK TOWNSHIP HISTORICAL SOCIETY | |||||||
| PO BOX 536 166 MAIN ST | HOOSICK FALLS | NY | 12090 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| HOPECAM INC | |||||||
| 12100 SUNSET HILL RD C10 | RESTON | VA | 20190 | PC | GIVE HOPE, GET CONNECTED | $10,000 | |
| HURLBUTT STREET SCHOOLHOUSE ASSOCIATION | |||||||
| 175 HURLBUTT STREET | WILTON | CT | 06897 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| JACOBSBURG HISTORICAL SOCIETY | |||||||
| PO BOX 345 402-403 HENRY ROAD | NAZARETH | PA | 18064 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| JACQUES MARCHAIS MUSEUM OF TIBETAN ART | |||||||
| 338 LIGHTHOUSE AVE | STATEN ISLAND | NY | 10306 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| JAVA HISTORICAL SOCIETY | |||||||
| 4441 ROUTE 78 PO BOX 44 | JAVA VILLAGE | NY | 14083 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| JERVIS PUBLIC LIBRARY | |||||||
| 613 N WASHINGTON ST | ROME | NY | 13440 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| KENTISH GUARD | |||||||
| 1774 ARMORY ST | EAST GREENWICH | RI | 02818 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| LACAWAC SANCTUARY FOUNDATION | |||||||
| 94 SANCTUARY RD | LAKE ARIEL | PA | 18436 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| LEWIS COUNTY HISTORICAL SOCIETY | |||||||
| 7552 S STATE STREET PO BOX 446 | LOWVILLE | NY | 13367 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,094 | |
| LIVINGSTON COUNTY HISTORIAN | |||||||
| 5 MURRAY HILL DRIVE | MT MORRIS | NY | 14510 | PC | 2019 HISTORIC MARKER PROGRAM | $2,200 | |
| LOCKPORT LOCKS HERITAGE DISTRICT CORPORATION | |||||||
| ONE LOCKS PLAZA | LOCKPORT | NY | 14094 | PC | RILEY'S WAY INTERPRETIVE SIGNAGE PROGRAM | $3,750 | |
| LOWER POTTSGROVE HISTORICAL SOCIETY | |||||||
| 2341 E HIGH STREET | SANATOGA | PA | 19464 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| MARLBORO HISTORICAL SOCIETY | |||||||
| PO BOX 242 | MARLBORO | VT | 05344 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| MARROW NATION | |||||||
| 3433 CARMICHAEL STREET | PALM HARBOR | FL | 34684 | PC | DONATION | $52,253 | |
| MASURY ESTATE BALLROOM | |||||||
| 67 OLD NECK ROAD SOUTH PO BOX 299 | CENTER MORICHES | NY | 11934 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| MEADOWCROFT ROCKSHELTER AND HISTORIC VILLAGE | |||||||
| 401 MEADOWCROFT ROAD | AVELLA | PA | 15312 | PC | 2019 NATIONAL REGISTER PROGRAM | $584 | |
| MERRYVILLE HISTORICAL SOCIETY AND MUSEUM | |||||||
| 628 N RAILROAD AVE PO BOX 637 | MERRYVILLE | LA | 70653 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| MILL CREEK MEMORIAL PARK ASSOCIATION | |||||||
| 5400 MARKET STREET | BOARDMAN | OH | 44512 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,094 | |
| MILLERSBURG FERRY BOAT ASSOCIATION | |||||||
| PO BOX 93 | MILLERSBURG | PA | 17061 | PC | CONTRIBUTION TOWARD TRACTOR PURCHASE | $1,000 | |
| MOHAWK COUNTRY INC | |||||||
| 115 CHAPEL PLACE | AMSTERDAM | NY | 12010 | PC | DONATION & RESTORATION OF 13 STAR 19TH CENTURY AMERICAN FLAG | $7,500 | |
| MOUNT VIEW CEMETERY | |||||||
| PO BOX 1044 | OLEAN | NY | 14760 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| MURFREESBORO HISTORICAL ASSOCIATION INC | |||||||
| 116 E MAIN STREET | MURFREESBORO | NC | 27855 | PC | 2019 LEGENDS & LORE PROGRAM | $3,300 | |
| MUSEUM ASSOCIATION OF NEW YORK | |||||||
| 265 RIVER STREET | TROY | NY | 12180 | PC | WATERWAYS GRANT | $5,000 | |
| NANTICOKE VALLEY HISTORICAL SOCIETY | |||||||
| 13 NATICOKE ROAD PO BOX 75 | MAIN | NY | 13802 | PC | 2019 MANY PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| NATIONAL COAL HERITAGE AREA AUTHORITY | |||||||
| PO BOX 15 | OAK HILL | WV | 25901 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| NATIONAL COLLABORATIVE FOR WOMEN'S HISTORY SITES | |||||||
| PO BOX 1376 | MOUNT LAUREL | NJ | 08054 | PC | WOMEN'S TRAIL MARKER PROGRAM | $19,000 | |
| NATIONAL SOCIETY DAR - HOLLAND PATENT CHAPTER | |||||||
| PO BOX | BARNEVELD | NY | 13304 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| NATURAL RESOURCES TRUST OF MANSFIELD | |||||||
| 255 FRUITE STREET | MASNFIELD | MA | 02048 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| NEW YORK GENEOLOGICAL & BIOGRAPHICAL SOCIETY | |||||||
| 36 WEST 44TH STREET 7TH FLOOR | NEW YORK | NY | 10036 | PC | 150TH ANNIVERSARY CELEBRATION | $5,000 | |
| NEW YORK STATE ARCHIVES PARTNERSHIP TRUST | |||||||
| 9C49 CULTURAL EDUCATION CENTER | ALBANY | NY | 12230 | PC | NEW YORK ARCHIVES MAGAZINE | $2,000 | |
| NEWPORT REVITALIZATION AND PRESERVATION SOCIETY | |||||||
| 129 N SECOND ST PO BOX 13 | NEWPORT | PA | 17074 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| NIAGARA FRONTIER CHAPTER NRHS INC | |||||||
| 111 OLIVER STREET PO BOX 1043 | NORTH TONAWANDA | NY | 14120 | PC | 2019 HISTORIC MARKER PROGRAM | $2,200 | |
| NORTH CAROLINA FOLKLIFE | |||||||
| PO BOX 61222 | DURHAM | NC | 27715 | PC | 2019 LEGENDS & LORE PROGRAM | $1,000 | |
| NORTH EAST HISTORICAL SOCIETY INC | |||||||
| 75 MAIN STREET PO BOX 727 | MILLERTON | NY | 12546 | PC | 2019 NATIONA REGISTER PROGRAM | $1,100 | |
| NORTH RANDOLPH HISTORICAL SOCIETY | |||||||
| PO BOX 1341 | RANDLEMAN | NC | 27317 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| NORTHBOROUGH HISTORICAL SOCIETY | |||||||
| 52 MAIN STREET | NORTHBOROUGH | MA | 01532 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| OHIO GENEALOGICAL SOCIETY | |||||||
| 611 STATE RTE 97 W | BELLVILLE | OH | 44813 | PC | DONATION | $12,000 | |
| OHIO HISTORY CONNECTION | |||||||
| 800 EAST 17TH AVENUE | COLUMBUS | OH | 43211 | PC | OHIO HISTORICAL MARKERS PROGRAM | $29,030 | |
| OLIVE BRANCH SCHOOL PRESERVATION SOCIETY | |||||||
| 9760 W NATIONAL RD | NEW CARLISLE | OH | 45344 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| ONONDAGA HISTORICAL ASSOCIATION | |||||||
| 321 MONTGOMERY STREET | SYRACUSE | NY | 13202 | PC | MEDAL BREAKFAST, VISITORS COUNT!, OUR GLORIOUS WORKPLACES SPONSOR | $6,400 | |
| PACNY | |||||||
| 930 JAMES STREET | SYRACUSE | NY | 13203 | PC | SPONSORSHIP OF THE PACNY AWARDS BANQUET | $500 | |
| PEAK HOUSE HERITAGE CENTER | |||||||
| 52 SOUTH ST | MEDFIELD | MA | 02052 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| PERCY GRAINGER SOCIETY | |||||||
| 7 CROMWELL PL | WHITE PLAINS | NY | 10601 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| PERINTON HISTROICAL SOCIETY | |||||||
| 18 PERRIN ST | FAIRPORT | NY | 14450 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,094 | |
| POLLOCK-KRASNER HOUSE AND STUDY CENTER | |||||||
| 830 SPRINGS FIREPLACE RD | EAST HAMPTON | NY | 11937 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,094 | |
| PORTVILLE HISTORICAL AND PRESERVATION SOCIETY | |||||||
| PO BOX 59 | PORTVILLE | NY | 14770 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| PRESTON COUNTY ECONOMIC DEVELOPMENT AUTHORITY | |||||||
| 330 E MAIN SUITE 100 | KINGWOOD | WV | 26537 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| PUBLIC LIBRARY OF NEW LONDON | |||||||
| 63 HUNTINGON ST | NEW LONDON | CT | 06320 | PC | 2019 NATIONAL REGISTER PROGRAM | $302 | |
| RANDOLPH HERITAGE CONSERVANCY INC | |||||||
| 724 W MAIN ST | FRANKLINVILLE | NC | 27246 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| RENFREW COMMITTEE INCRENFREW MUSEUM AND PARK | |||||||
| 1010 E MAIN STREET | WAYNESBORO | PA | 17628 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| RENSSELAER COUNTY HISTORICAL | |||||||
| 57 2ND ST | TROY | NY | 12180 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| RESOURCE A NONPROFIT COMMUNITY ENTERPRISE | |||||||
| 329 HARVEST LANE SUITE 200 | WILLSTON | VT | 05495 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| RIVERSIDE CEMETERY OF OSWEGO NY INC | |||||||
| 4024 COUNTY RTE 57 | OSWEGO | NY | 13126 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| ROCHESTER CHAPTER SONS OF THE AMERICAN REVOLUTION | |||||||
| 534 HILLS POND ROAD | WEBSTER | NY | 14580 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| ROCHESTER PUBLIC LIBRARY | |||||||
| 115 SOUTH AVE | ROCHESTER | NY | 14604 | PC | 2019 HISTORIC MARKER PROGRAM | $2,200 | |
| ROCHESTER SCHOOL FOR THE DEAF | |||||||
| 1545 ST PAUL STREET | ROCHESTER | NY | 14621 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| ROCKY HILL HISTORICAL SOCIETY | |||||||
| PO BOX 185 785 OLD MAIN STREET | ROCKY HILL | CT | 06067 | PC | 2019 NATIONAL REGISTER PROGRAM | $3,300 | |
| ROELIFF JANSEN HISTORICAL SOCIETY | |||||||
| PO BOX 172 8 MILES RD | COPAKE FALLS | NY | 12517 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| ROUTE 20 ASSOCIATION OF NEW YORK STATE | |||||||
| PO BOX 20 | RICHFIELD SPRINGS | NY | 13493 | PC | 2019 LEGENDS & LORE PROGRAM AND HISTORIC MARKER PROGRAM | $3,300 | |
| RUSSIAN AMERICAN CULTURAL HERITAGE CENTER INC | |||||||
| 34 HILLSIDE AVE 4C | NEW YORK | NY | 10040 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| RUTLAND JEWISH CENTER | |||||||
| 96 GROVE ST | RUTLAND | VT | 05701 | PC | 2019 NATIONAL REGISTER PROGRAM | $302 | |
| SAILORS' SNUG HARBOR IN THE CITY OF NEW YORK | |||||||
| 17 BATTERY PL SUITE 929 | NEW YORK | NY | 10004 | PC | HISTORIC MARKER | $975 | |
| SCHUYLER COUNTY HISTORICAL SOCIETY | |||||||
| 108 NORTH CATHERINE STREET | MONTOUR FALLS | NY | 14865 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| SENECA HISTORICAL GUILD | |||||||
| PO BOX 800 431 N MAIN | SENECA | IL | 61360 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| SISTERS OF ST DOMINIC OF AMITYVILLE | |||||||
| 555 ALBANY AVE | AMITYVILLE | NY | 11701 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| SLEEPY HOLLOW CEMETERY HISTORIC FUND INC | |||||||
| 540 NORTH BROADWAY | SLEEP HOLLOW | NY | 10591 | PC | 2019 NATIONAL REGISTER PROGRAM AND LEGENDS & LORE PROGRAM | $2,194 | |
| SOUTH DAKOTA HISTORICAL SOCIETY FOUNDATION | |||||||
| 900 GOVERNORS DR | PIERRE | SD | 57501 | PC | SUPPORT TO PUBLISH CHILDREN'S BOOK, THE VOICE OF LIBERTY | $9,000 | |
| SOUTH MOUNTAIN THEATERWORKS INC | |||||||
| 225 WYOMING AVENUE | MAPLEWOOD | NJ | 07040 | PC | DRIVE BY HISTORY PROGRAM | $10,000 | |
| SPRINGFIELD HISTORICAL SOCIETY | |||||||
| PO BOX 57 | SPRINGFIELD CENTER | NY | 13468 | PC | 2019 MANY PROFESSIONAL DEVELOPMENT GRANT & HISTORIC MARKER PROGRAM | $3,200 | |
| SPRINGPORT FREE LIBRARY | |||||||
| 171 CAYUGA ST PO BOX 501 | UNION SPRINGS | NY | 13160 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| PO BOX 602 68 BEDFORD RD | KATONAH | NY | 10306 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| ST PAUL'S UNITED METHODIST CHURCH | |||||||
| 402 NORTH AURORA STREET | UTICA | NY | 14850 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| STATEN ISLAND HISTORICAL SOCIETY | |||||||
| 441 CLARKE AVE | STATEN ISLAND | NY | 10306 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| SUMMERS COUNTY COMMISSION | |||||||
| 120 BALLENGEE ST SUITE 203 | HINTON | WV | 25951 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| SUSQUEHANNA VALLEY RAILWAY HISTORICAL SOCIETY | |||||||
| PO BOX 2415 | BINGHAMTON | NY | 139022415 | PC | NEW & UPGRADED ARCHIVAL & EXHIBIT FACILITIES | $2,000 | |
| TAYLOR HISTORICAL SOCIETY | |||||||
| 4332 CHENINGO-SOLON POND ROAD | CINCINNATUS | NY | 13040 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| THE AVON CONGREGATIONAL CHURCH | |||||||
| 6 W MAIN ST | AVON | CT | 06001 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| THE CHILDREN'S MUSEUM OF OSWEGO | |||||||
| 7 W BRIDGE ST | OSWEGO | NY | 13126 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| THE DELAWARE COMPANY OF NY INC | |||||||
| PO BOX 88 | BARRYVILLE | NY | 12719 | PC | 2019 MANY PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| THE INDIAN AND COLONIAL RESEARCH CENTER INC | |||||||
| PO BOX 525 39 MAIN ST | OLD MYSTIC | CT | 06372 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| THE MIDDLEWAY CONSERVANCY ASSOCIATION | |||||||
| 154 EAST ST | MIDDLEWAY | WV | 25430 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| THE RESEARCH FOUNDATION FOR SUNY | |||||||
| 223 HEWITT UNION SUNY OSWEGO | OSWEGO | NY | 13126 | PC | 2019 HISTORIC MARKER PROGRAM | $5,500 | |
| THE SALVATION ARMY | |||||||
| 677 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | PC | BOOTH HOUSE EXPANSION, BARNABAS SHELTER RENOVATIONS PROJECTS, DOME DAY, CIVIC LUNCHEON | $45,750 | |
| THE VESTAL MUSEUM | |||||||
| 605 VESTAL PARKWAY W | VESTAL | NY | 13850 | PC | 2019 MANY PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| THIRD STREET ALLIANCE FOR WOMEN & CHILDREN | |||||||
| 41 NORTH 3RD ST | EASTON | PA | 18042 | PC | 2019 NATIONAL REGISTER PROGRAM | $302 | |
| TOWN OF AMHERST | |||||||
| 5583 MAIN STREET | WILLIAMSVILLE | NY | 14221 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF CLAVERACK | |||||||
| PO BOX V | MELLENVILLE | NY | 12544 | 2019 HISTORIC MARKER PROGRAM | $1,100 | ||
| TOWN OF CONESUS | |||||||
| 6210 SOUTH LIVONIA RD | CONESUS | NY | 14435 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| TOWN OF CONSTABLE | |||||||
| 15897 NY 30 | CONSTABLE | NY | 12926 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF DEKALB HISTORICAL ASSOCIATION | |||||||
| PO BOX 111 696 E DEKALB STREET | DEKALB JUNCTION | NY | 13630 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| TOWN OF DURHAM | |||||||
| 7309 ROUTE 81 | EAST DURHAM | NY | 12423 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| TOWN OF EDINBERG | |||||||
| 45 MILITARY RD | NORTHVILLE | NY | 12134 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| TOWN OF FAYETTE HISTORICAL SOCIETY | |||||||
| PO BOX 109 | FAYETTE | NY | 13065 | PC | 2019 MANY PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| TOWN OF FLEMING | |||||||
| 5680 SILVER STREET RD | AUBURN | NY | 13021 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF GREECE | |||||||
| 1 VINCE TOFANY BOULEVARD | GREECE | NY | 14612 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF GROTON | |||||||
| 27 SPICER AVE | GROTON | CT | 06340 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| TOWN OF HARTWICK HISTORICAL SOCIETY | |||||||
| PO BOX 1 | HARTWICK | NY | 13348 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| TOWN OF HOMER | |||||||
| 31 N MAIN STREET | HOMER | NY | 13077 | PC | 2019 HISTORIC MARKER PROGRAM & NATIONAL REGISTER PROGRAM | $2,200 | |
| TOWN OF HUNTER | |||||||
| 5748 ROUTE 23A PO BOX 70 | TANNERSVILLE | NY | 12485 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| TOWN OF HURON | |||||||
| 10880 LUMMISVILLE RD | WOLCOTT | NY | 14590 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF LISBON | |||||||
| PO BOX 215 | LISBON | NY | 13658 | PC | 2019 LEGENDS & LORE PROGRAM | $1,976 | |
| TOWN OF LYONS | |||||||
| 70 WILLIAMS ST | LYONS | NY | 14489 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| TOWN OF MARTINSBURG | |||||||
| PO BOX 8 5405 CEMETERY ROAD | MARTINSBURG | NY | 13404 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF MONROE | |||||||
| 1465 ORANGE TURNPIKE | MONROE | NY | 10950 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| TOWN OF MOUNT MORRIS | |||||||
| 1 ERIE ST 103 MAIN ST | MOUNT MORRIS | NY | 14510 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF OTISCO | |||||||
| 4079 FINLON ROAD | TULLY | NY | 13159 | PC | 2019 HISTORIC MARKER PROGRAM | $2,200 | |
| TOWN OF PLATTSBURGH | |||||||
| 151 BANKER RD | PLATTSBURGH | NY | 129017301 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| TOWN OF ROSE | |||||||
| PO BOX 310 5074 N MAIN ST | NORTH ROSE | NY | 14516 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| TOWN OF SMITHFIELD | |||||||
| 5255 PLEASANT VALLEY ROAD | PETERBORO | NY | 13035 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF SMITHTOWN | |||||||
| 99 WEST MAIN ST | SMITHTOWN | NY | 11787 | PC | 2019 LEGENDS & LORE PROGRAM` | $2,200 | |
| TOWN OF STOCKHOLM | |||||||
| 540 STATE HIGHWAY 11C | WINTHROP | NY | 13697 | PC | 2019 LEGENDS & LORE PROGRAM` | $1,100 | |
| TOWN OF SWEDEN | |||||||
| 18 STATE ST | BROCKPORT | NY | 14420 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| TOWN OF THERESA | |||||||
| 215 RIVERSIDE AVE | THERESA | NY | 13691 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| TOWN OF THOMPSON | |||||||
| 4052 STATE ROUTE 42 | MONTICELLO | NY | 12701 | PC | 2019 HISTORIC MARKER PROGRAM | $8,800 | |
| TOWN OF TOPKINS | |||||||
| 148 BRIDGE ST PO BOX 137 | TROUT CREEK | NY | 13847 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,094 | |
| TOWN OF VESTAL | |||||||
| 605 VESTAL PARKWAY WEST | VESTAL | NY | 13850 | PC | 2019 CANAL MARKER PROGRAM | $2,200 | |
| TOWN OF WEBB HISTORICAL ASSOCIATION | |||||||
| 2993 STATE ROUTE 28 | OLD FORGE | NY | 13420 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| TOWN OF WESTPORT | |||||||
| 22 CHAMPLAIN AVE PO BOX 465 | WESTPORT | NY | 12993 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| TOWN OF WHEELOCK | |||||||
| PO BOX 1328 | LYNDONVILLE | VT | 05851 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| TOWN OF WILSON | |||||||
| 375 LAKE STREET PO BOX 537 | WILSON | NY | 14172 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| TRINITY ON MAIN LTD | |||||||
| 69 MAIN ST | NEW BRITAIN | CT | 06051 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| UNDERHILL HISTORICAL SOCIETY | |||||||
| PO BOX 153 | UNDERHILL CENTER | VT | 05490 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| UNION HISTORICAL SOCIETY | |||||||
| 1099 BUCKLEY HIGHWAY | UNION | CT | 06076 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| UNITED WAY OF THE DUTCHESS-ORANGE REGION | |||||||
| 75 MARKET ST | POUGHKEEPSIE | NY | 12601 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| VERNON HISTORIANS INC | |||||||
| 567 GOVERNOR HUNT ROAD | VERNON | VT | 05354 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| VILLAGE OF BABYLON HISTORICAL AND PRESERVATION SOCIETY | |||||||
| 117 WEST MAIN STREET | BABYLON | NY | 11702 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| VILLAGE OF COXSACKIE | |||||||
| 119 MANSION ST | COXSACKIE | NY | 12051 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| VILLAGE OF FALCONER | |||||||
| 1010 WEST MAIN ST | FALCONER | NY | 14733 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| VILLAGE OF GOSHEN | |||||||
| 276 MAIN ST | GOSHEN | NY | 10924 | PC | 2019 HISTORIC MARKER PROGRAM | $2,200 | |
| VILLAGE OF JORDAN | |||||||
| 7 MECHANIC STREET PO BOX 561 | JORDAN | NY | 13080 | PC | 2019 HISTORIC MARKER PROGRAM | $2,200 | |
| VILLAGE OF LITTLE VALLEY | |||||||
| 103 ROCK CITY ST | LITTLE VALLEY | NY | 14755 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| VILLAGE OF MAYVILLE | |||||||
| PO BOX 188 1 SOUTH ERIE ST | MAYVILLE | NY | 14757 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| VILLAGE OF MORRISVILLEMORRISVILLE HISTORIC PRESERVATION COMMITTEE | |||||||
| PO BOX 955 | MORRISVILLE | NY | 13408 | PC | 2019 LEGENDS & LORE PROGRAM | $1,100 | |
| VILLAGE OF TRUMANSBURG | |||||||
| 56 EAST MAIN ST | TRUMANSBURG | NY | 14886 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| VILLAGE OF WESTFIELD | |||||||
| 23 ELM ST EASON HALL | WESTFIELD | NY | 14787 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| WALKWAY OVER THE HUDSON | |||||||
| 80 WASHINGTON ST | POUGHKEEPSIE | NY | 12601 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| WALLENPAUPACK HISTORICAL SOCIETY | |||||||
| 103 MANOR WOODS CT | PAUPACK | PA | 18451 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| WALT WHITMAN BIRTHPLACE ASSOCIATION | |||||||
| 246 OLD WALT WITMAN RD | HUNTINGTON STATION | NY | 11746 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| WAMC NORTHEAST PUBLIC RADIO | |||||||
| 318 CENTRAL AVENUE | ALBANY | NY | 12206 | PC | 6 EPISODES - A NY MINUTE | $5,000 | |
| WATERFORD HISTORICAL MUSEUM AND CULTURAL CENTER | |||||||
| 2 MUSEUM LANE | WATERFORD | NY | 12188 | PC | 2019 MANY PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| WCNY | |||||||
| PO BOX 2400 | SYRACUSE | NY | 13204 | PC | HISTORIC MARKER VIGNETTES | $9,150 | |
| WESTMONT BOROUGH | |||||||
| 1000 LUZERNE ST | JOHNSTOWN | PA | 15905 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| WILLIAMSON-PULTNEYVILLE HISTORICAL SOCIETY | |||||||
| PO BOX 92 4130 MILL ST | WILLIAMSON | NY | 14589 | PC | 2019 MANY PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| WING FAMILY OF AMERICA INC | |||||||
| 63 SPRING HILL RD | EAST SANDWICH | MA | 02537 | PC | 2019 NATIONAL REGISTER PROGRAM | $1,100 | |
| WYOMING COUNTY | |||||||
| 26 LINWOOD AVE | WARSAW | NY | 14569 | PC | 2019 HISTORIC MARKER PROGRAM | $2,200 | |
| YAPHANK HISTORICAL SOCIETY | |||||||
| PO BOX 111 | YAPHANK | NY | 11380 | PC | 2019 NATIONAL REGISTER PROGRAM | $292 | |
| YMCA CAMP CORY | |||||||
| 140 ROUTE 54 E LAKE RD | PENN YAN | NY | 14527 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| YOUNGS MEMORIAL CEMETERY CORPORATION | |||||||
| 134 COVE RD | OYSTER BAY | NY | 11771 | PC | 2019 HISTORIC MARKER PROGRAM | $1,100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,794,848 | 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 | $39,944 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,153,193 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $673,214 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L.P. | 14 | -$25,772 |
| ENERGY TRANSFER LP | 14 | -$1,156 |
| UNITED STATES NATURAL GAS FUND | 14 | -$2,477 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,836,946 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,836,946 | 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 | WILLIAM G POMEROY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3355 SENTINEL HEIGHTS ROAD | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,211,167 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $661,167 | FairMarketValueAmt |
| Received | 2019-12-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,055 | Amt |
| Net Investment Income | $6,791 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,264 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| SOFTWARE | 2015-07-10 | $10,000 | $10,000 | SL | 3.000000000000 | $0 | $0 |
| XEROX COPIER/PRINTER/FAX MACHINE | 2016-12-14 | $6,947 | $4,571 | 200DB | 5.000000000000 | $950 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (102 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC | $275,080 | $275,080 |
| ALLSCRIPTS HEALTHCARE SOLUTIONS | $18,649 | $18,649 |
| ALPHABET INC CAP STK CL A (GOOGL) | $214,302 | $214,302 |
| ALPHABET INC CAP STK CL C (GOOG) | $213,923 | $213,923 |
| AMAZON.COM, INC. | $3,141,328 | $3,141,328 |
| AMERICAN EXPRESS CO | $24,898 | $24,898 |
| ARCHER DANIELS MIDLAND | $92,700 | $92,700 |
| AT&T | $51,742 | $51,742 |
| AVNET INC | $166,153 | $166,153 |
| BOEING CO COM | $32,576 | $32,576 |
| BRIGHTHOUSE FINL INC | $13,181 | $13,181 |
| CARNIVAL CORP PAIRED | $76,245 | $76,245 |
| CHEMOURS CO COM | $117,947 | $117,947 |
| CISCO SYS INC COM | $359,700 | $359,700 |
| COMMUNITY BK SYS INC | $78,034 | $78,034 |
| CORNING INC. | $58,220 | $58,220 |
| CORTEVA INC COM | $70,737 | $70,737 |
| COSTCO WHOLESALE CORP | $1,998,656 | $1,998,656 |
| CVS HEALTH CORP COM | $312,018 | $312,018 |
| DELL TECHNOLOGIES | $35,048 | $35,048 |
| DISNEY WALT CO | $72,315 | $72,315 |
| DOW INC COM | $130,969 | $130,969 |
| DUPONT DE NEMOURS INC | $153,631 | $153,631 |
| EBAY, INC. | $779,976 | $779,976 |
| ENERGY TRANSFER LP | $25,660 | $25,660 |
| ENTERPRISE GP HOLDINGS LP | $415,179 | $415,179 |
| EXELON CORP | $91,043 | $91,043 |
| EXXON MOBIL CORP. | $537,306 | $537,306 |
| FIDELITY BLUE CHIP | $2,228,104 | $2,228,104 |
| FIDELITY CONSERVATIVE INCOME BOND | $3,032,361 | $3,032,361 |
| FIDELITY EQUITY INCOME | $64,698 | $64,698 |
| FIDELITY EXPORT & MULTINATIONAL | $1,519,687 | $1,519,687 |
| FIDELITY GROWTH COMPANY | $2,020,495 | $2,020,495 |
| FIDELITY GROWTH STRATEGIES FUND | $477,970 | $477,970 |
| FIDELITY HIGH INCOME | $758,763 | $758,763 |
| FIDELITY INT'L DISCOVERY | $764,923 | $764,923 |
| FIDELITY LATIN AMERICA | $199,554 | $199,554 |
| FIDELITY PURITAN | $388,199 | $388,199 |
| FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT | $87,393 | $87,393 |
| FIDELITY SELECT HEALTHCARE | $236,545 | $236,545 |
| FIDELITY SELECT MEDICAL EQUIP& SYSTEM | $1,049,574 | $1,049,574 |
| FIDELITY SELECT SOFTWARE & COMPUTER | $3,073,002 | $3,073,002 |
| FIDELITY SELECT TECHNOLOGY | $899,531 | $899,531 |
| FIDELITY SELECT TELECOMM | $39,985 | $39,985 |
| FIDELITY SMALL CAP STOCK | $273,094 | $273,094 |
| FIDELITY SMALL CAP VALUE | $1,347,306 | $1,347,306 |
| FIDELITY STOCK SELECTOR | $369,232 | $369,232 |
| FIDELITY STRATEGIC REAL RETURN | $36,636 | $36,636 |
| FIDELITY VALUE | $1,423,312 | $1,423,312 |
| FORD MTR CO DEL COM | $157,421 | $157,421 |
| GARMIN LTD COM | $97,560 | $97,560 |
| GENERAL ELECTRIC CO | $87,048 | $87,048 |
| INTEL CORP | $837,900 | $837,900 |
| INTL BUSINESS MACH | $549,564 | $549,564 |
| ISHARES CORE S&P SMALLCAP ETF | $1,173,900 | $1,173,900 |
| ISHARES RUSSELL 2000 ETF | $33,134 | $33,134 |
| ISHARES TR GLB INFRASTR | $23,955 | $23,955 |
| ISHARES TRANSPORTATION AVERAGE ETF | $625,792 | $625,792 |
| JETBLUE AWYS CORP | $323,856 | $323,856 |
| JOHNSON & JOHNSON | $277,153 | $277,153 |
| JPMORGAN CHASE & CO | $139,400 | $139,400 |
| JUNIPER NETWORKS INC | $24,630 | $24,630 |
| LOEWS CORP | $57,739 | $57,739 |
| MCDONALDS CORP. | $217,371 | $217,371 |
| METLIFE INC COM | $188,589 | $188,589 |
| MICROSOFT CORP | $2,617,820 | $2,617,820 |
| NBT BANCORP INC | $141,311 | $141,311 |
| NETAPP INC | $168,075 | $168,075 |
| NORTHERN TR CORP | $297,472 | $297,472 |
| NORTONLIFELOCK INC | $5,716 | $5,716 |
| PAYPAL HOLDINGS | $2,552,812 | $2,552,812 |
| PC CONNECTION INC | $37,245 | $37,245 |
| POWERSHARES QQQ | $4,953,813 | $4,953,813 |
| PROCTER & GAMBLE CO | $24,980 | $24,980 |
| QUANTA SERVICES | $150,627 | $150,627 |
| RESMED INC | $650,874 | $650,874 |
| RINGCENTRAL INC-CLASS A | $67,468 | $67,468 |
| RITCHIE BROS AUCTIONEERS | $42,950 | $42,950 |
| ROYAL CARIBBEAN CRUISES COM | $987,974 | $987,974 |
| SABRA HEALTH CARE REIT INC | $27,550 | $27,550 |
| SCHUMBERGER LIMITED COM | $80,400 | $80,400 |
| SECTOR SPDR TR SHS BEN INT ENERGY | $816,544 | $816,544 |
| SECTOR SPDR TR SHS BEN INT FINANCIAL | $464,778 | $464,778 |
| SECTOR SPDR TR SHS BEN INT TECHNOLOGY | $962,535 | $962,535 |
| SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS | $519,486 | $519,486 |
| SELECT SECTOR SPDR TR RL EST SEL SEC | $81,710 | $81,710 |
| SELECT SECTOR SPDR TR SHS BEN INT | $417,656 | $417,656 |
| SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | $3,336,548 | $3,336,548 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | $3,637,018 | $3,637,018 |
| SPRINT NEXTEL CORP FON SHS | $2,725 | $2,725 |
| STURM RUGER & CO INC | $61,139 | $61,139 |
| TARGET CORP COM | $217,957 | $217,957 |
| TECH DATA CORP COM | $114,880 | $114,880 |
| TJX COMPANIES INC | $1,111,292 | $1,111,292 |
| TOYOTA MOTOR CORP ADR-EACH REP 2 ORD | $379,458 | $379,458 |
| TRANSOCEAN LIMITED COM | $6,880 | $6,880 |
| UNITED STATES NATURAL GAS FUND LP UNIT | $6,323 | $6,323 |
| UNITEDHEALTH GROUP | $911,338 | $911,338 |
| VENTAS INC | $265,604 | $265,604 |
| VERIZON COMMUNICATIONS | $497,340 | $497,340 |
| WABTEC CORP | $3,190 | $3,190 |
| WALMART STORES | $273,332 | $273,332 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,417,895 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,417,895 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| SOFTWARE | $10,000 | $10,000 | $0 |
| XEROX COPIER/PRINTER/FAX MACHINE | $6,947 | $5,521 | $1,426 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $72 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS EXPENSE | $1,295 | $0 | $1,295 |
| DUES & SUBSCRIPTIONS | $3,025 | $0 | $3,025 |
| OFFICE EXPENSE | $7,932 | $0 | $7,932 |
| OUTSIDE SERVICES | $25,432 | $0 | $25,432 |
| INVESTMENT FEES | $108 | $108 | $0 |
| INSURANCE EXPENSE | $4,731 | $0 | $4,731 |
| WEBSITE | $1,250 | $0 | $1,250 |
| POSTAGE & SHIPPING | $2,189 | $0 | $2,189 |
| MEALS | $3,671 | $0 | $3,671 |
| ADVERTISING | $21,753 | $0 | $21,753 |
| CONTINUING EDUCATION | $487 | $0 | $487 |
| COMPUTER EXPENSE | $14,118 | $0 | $14,118 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L.P. | -$25,772 | -$25,772 | -$25,772 |
| ENERGY TRANSFER LP | -$1,156 | -$1,156 | -$1,156 |
| UNITED STATES NATURAL GAS FUND | -$2,477 | -$2,477 | -$2,477 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON SECURITIES HELD | $12,136,316 |
| RECOVERY OF PRIOR YEAR GRANTS | $1,370 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL ADMINISTRATIVE FEES | CategoryTxt |
| Amt | $4,752 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,752 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $38,000 | $0 | $0 |
| FOREIGN TAX PAID | $3,267 | $3,267 | $0 |
| PAYROLL TAXES | $27,277 | $0 | $27,277 |
| NYS FILING FEE | $1,500 | $0 | $1,500 |
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