GREEN FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GREEN FAMILY FOUNDATION INC (EIN 20-4256553)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349100230
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T08:27:28-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204256553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 9415384013 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9726 53RD DR EAST | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342113760 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD J GREEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9415384013 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON T FORKIN CPA | PreparerPersonNm |
| PTIN | P00973625 | PTIN |
| Phone | 3154729127 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.39.164.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 09:19:10 | IPTm |
| IP Timezone | ES | 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 | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,875,887 | 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 | $2,974 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $51,469 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,078 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $275,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $276,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $740,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,040,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $743,127 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,070,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,069,035 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,692 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,346 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,346 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,598 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,402 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,797 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,741 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,928 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,964 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,964 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,842 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $907 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $935 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $295,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $166,556 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,647 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $826,339 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $826,339 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,121,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $166,556 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $919,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,616 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $902,479 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $916,060 | CashBOYAmt |
| Cash EOY | $435,078 | CashEOYAmt |
| Cash EOYFMV | $435,078 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,436,447 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,565,328 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,565,328 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,115,364 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,863,324 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,863,324 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $502,595 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,012,157 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,012,157 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $18,970,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,875,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,875,887 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,970,466 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,875,887 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,970,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,875,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,970,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,875,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,970,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,616 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,918,850 | SubtotalAmt |
| Other Decreases | $2,042,963 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,875,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MS 5770 | P | $33,913 | $34,976 | -$1,063 | -$1,063 |
| PUBLICLY TRADED SECURITIES - MS 6785 | P | $1,328,457 | $1,014,505 | $313,952 | $313,952 |
| PUBLICLY TRADED SECURITIES - MS 6798 | P | $775,026 | $775,967 | -$941 | -$941 |
| PUBLICLY TRADED SECURITIES - MS 9932 | P | $2,942,705 | $3,007,948 | -$65,243 | -$65,243 |
| PUBLICLY TRADED SECURITIES - STATE STREET 0634 | P | $618,145 | $463,803 | $154,342 | $154,342 |
| CAPITAL GAINS DIVIDENDS | P | $342,080 | $342,080 | $342,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $743,127 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $808,419 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,361,838 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044027 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $875,191 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,378,024 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050362 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $893,464 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,088,735 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049393 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $903,880 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,397,512 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049131 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $782,437 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,614,054 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044421 | DistributionYr5Rt |
| Total Distribution | 0.237334 | TotalDistributionRt |
| Average Distribution | 0.047467 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,563,114 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $881,135 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,025 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $890,160 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $919,986 | 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 | $9,025 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,025 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,025 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,216 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,216 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,191 | OverpaymentAmt |
| Applied To ES Tax | $23,191 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONALD GREEN TREASURER | IndividualWithBooksNm |
| Phone | 9415384013 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9726 53RD DR E | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342113760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD J GREEN | ||||||||
| 9726 53RD DR E | BRADENTON | FL | 342113760 | TREASURER | 15.00 | $30,000 | $0 | $0 |
| LOUISE ANN GREEN LALUMIA | ||||||||
| 17 DUTCHESS LANE | DAYTON | NJ | 08810 | PRESIDENT | 5.00 | $30,000 | $0 | $0 |
| SCOTT S GREEN | ||||||||
| 210 RIVERDALE COURT | GREENVILLE | NC | 27858 | VICE-PRESIDENT | 5.00 | $30,000 | $0 | $0 |
| JEFFREY B SCHEER | ||||||||
| ONE LINCOLN CENTER | SYRACUSE | NY | 132021355 | SECRETARY | 10.00 | $30,000 | $0 | $0 |
| DONNA GREEN BURGMAYER | ||||||||
| 6 COTTONWOOD COURT | LAFAYETTE HILL | PA | 19444 | VICE-PRESIDENT | 5.00 | $30,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,168,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $677,131 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,845,801 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,845,801 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $282,687 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,563,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $928,156 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $928,156 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,025 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,025 | TotalTaxAmt |
| Distributable Before Adj | $919,131 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $919,131 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $919,131 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $919,986 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $919,986 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,025 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $910,961 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $919,131 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $891,899 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $919,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $891,899 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,087 | 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 | $891,044 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY B SCHEER ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LINCOLN CENTER | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 132021355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3152188286 | RecipientPhoneNum |
| Form And Info And Materials | FILLED OUT GRANT APPLICATION, DETAILED PROJECT BUDGET INCLUDING CONTINGENCY PLAN IF THE FUNDS ARE NOT RECEIVED, CURRENT BUDGET INCLUDING IN-KIND SERVICES AND VOLUNTEER HOURS, A LIST OF THE CURRENT BOARD OF DIRECTORS INCLUDING BUSINESS ADDRESSES AND OCCUPATIONS, THE MOST RECENT AUDITED FINANCIAL REPORT, AND A COPY OF THE ORGANIZATION'S 501(C)(3) DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATION BY AUGUST 31ST, FOUNDATION'S DECISION BY DECEMBER 31ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT APPLICATIONS MUST BE CONSISTENT WITH THE FOUNDATION'S MISSION STATEMENT AND BE SUBMITTED FOR ONE OF THE FOLLOWING CATEGORIES: 1. CAPITAL OR START-UP FUNDING FOR EDUCATIONAL, CULTURAL, ARTISTIC, HEALTH AND WELLNESS AND OTHER SOCIAL SERVICE INITIATIVES; OR 2. CAPITAL OR START-UP FUNDING FOR AFTER-SCHOOL, WEEKEND, OR SUMMER PROGRAMS FOR YOUTHS AND FAMILIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARC OF SENECA CAYUGA | ||||||||
| 1521 CLARK STREET ROAD | AUBURN | NY | 13021 | NONE | PC | OUTDOOR RECREATION COURT UPGRADE | $4,000 | |
| BOYS AND GIRLS CLUB OF THE COASTAL PLAIN INC | ||||||||
| 621 W FIRE TOWER ROAD | WINTERVILLE | NC | 28590 | NONE | PC | INNOVATION LAB, SOCIAL RECREATION/LEARNING SPACE AND PARENT RESOURCE CENTER | $32,000 | |
| CAMP RAMAH IN NEW ENGLAND | ||||||||
| 1206 BOSTON-PROVIDENCE HIGHWAY | NORWOOD | MA | 02062 | NONE | PC | VOCATIONAL TRAINING FOR TEENS AND YOUNG ADULTS WITH DISABILITIES | $25,000 | SUITE 201 |
| CARON TREATMENT CENTERS | ||||||||
| PO BOX 150 | WERNERSVILLE | PA | 19565 | NONE | EXEMPT | AUDIO EQUIPMENT, SPIRITUALITY PROGRAM FOR SENIORS, DETOX PROGRAM, COLLEGE BOUND STUDY AND RESOURCE ROOM | $75,000 | |
| CATHOLIC CHARITIES OF ONONDAGA COUNTY | ||||||||
| 1654 WEST ONONDAGA STREET | SYRACUSE | NY | 13204 | NONE | PC | HOUSE OF PROVIDENCE ENTRYWAY GUTTERS | $7,500 | |
| FAYETTEVILLE-MANLIUS A BETTER CHANCE | ||||||||
| 411 E SENECA STREET | MANLIUS | NY | 13104 | NONE | PC | COMMERCIAL WASHER AND DRYER, CARPET INSTALLATION | $6,592 | |
| GOOD GRIEF INC | ||||||||
| 38 ELM STREET | MORRISTOWN | NJ | 07960 | NONE | PC | IN COMMUNITY: NEWARK | $25,000 | |
| HE CARES WE CARE | ||||||||
| 20 SCHALKS CROSSING ROAD | PLAINSBORO | NJ | 08536 | NONE | PC | THE PANTRY: ON-SITE PERSONAL PANTRY PROVIDING CLIENTS TO CHOOSE HEALTHY FOODS APPROPRIATE FOR THEIR FAMILIES | $30,000 | |
| HILLSIDE CHILDREN'S FOUNDATION | ||||||||
| 1183 MONROE AVENUE | ROCHESTER | NY | 14620 | NONE | PC | A/C REPLACEMENT PROJECT | $25,000 | |
| HINKLETOWN MENNONITE SCHOOL | ||||||||
| 272 WANNER ROAD | EPHRATA | PA | 17522 | NONE | NC | KITCHEN/HOSPITALITY UPGRADES AND MUSIC PROGRAM UPGRADE | $12,400 | |
| HORIZONS AT THE OAKWOOD SCHOOL | ||||||||
| 4000 MACGREGOR DOWNS ROAD | GREENVILLE | NC | 27834 | NONE | PC | COMPREHENSIVE HEALTH AND WELLNESS PROGRAM | $24,500 | |
| INTERIM HOUSE INC | ||||||||
| 333 W UPSAL STREET | PHILADELPHIA | PA | 19119 | NONE | PC | LIFE SKILLS AND JOB READINESS PROGRAM | $25,000 | |
| MAKE-A-WISH FOUNDATION OF CENTRAL NEW YORK | ||||||||
| 5005 CAMPUSWOOD DRIVE | EAST SYRACUSE | NY | 13057 | NONE | PC | WISH UNDERWRITING | $12,000 | |
| MENORAH PARK GROUP RESIDENCES INC | ||||||||
| 4101 E GENESEE STREET | SYRACUSE | NY | 13214 | NONE | PC | ENHANCING OUTDOOR SPACE/HOME IMPROVEMENT | $16,520 | |
| MERCY WORKS INC | ||||||||
| 1221 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | NONE | PC | COMPUTER LAB OUTFITTING | $18,307 | |
| MERRY-GO-ROUND PLAYHOUSE | ||||||||
| 17 WILLIAM STREET | AUBURN | NY | 13021 | NONE | PC | MUSICAL THEATRE INTENSIVE | $15,000 | |
| OCEAN GROVE CAMP MEETING ASSOCIATION | ||||||||
| 54 PITMAN AVENUE | OCEAN GROVE | NJ | 07756 | NONE | PC | FRENCH HORN INSTALLATION, AUDITORIUM SLIDING DOOR REPLACEMENT | $90,000 | |
| ON POINT FOR COLLEGE INC | ||||||||
| 488 WEST ONONDAGA ST | SYRACUSE | NY | 13202 | NONE | PC | GAP SCHOLARSHIPS FOR ON POINT STUDENTS | $15,000 | |
| ONONDAGA EARTH CORPS | ||||||||
| SUNY EOC ROOM 239 100 NEW STREET | SYRACUSE | NY | 13202 | NONE | PC | ENVIRONMENTAL JUSTICE GRANT | $5,500 | |
| PUBLIC BROADCASTING COUNCIL OF CENTRAL NEW YORK INC | ||||||||
| 415 WEST FAYETTE STREET | SYRACUSE | NY | 13204 | NONE | PC | LITERACY PARENT/FAMILY ENGAGEMENT: FAMILY WALK AND EQUIPMENT | $18,000 | |
| ROSAMOND GIFFORD ZOO | ||||||||
| ONE CONSERVATION PLACE | SYRACUSE | NY | 13204 | NONE | PC | ZOO GUIDES | $5,000 | |
| SYRACUSE HEBREW DAY SCHOOL | ||||||||
| 5655 THOMPSON ROAD | SYRACUSE | NY | 13214 | NONE | PC | ENABLING INCLUSION AT SHDS | $25,000 | |
| THE SALVATION ARMY - ATLANTIC CITY | ||||||||
| 22 S TEXAS AVENUE | ATLANTIC CITY | NJ | 08401 | NONE | PC | AC CORPS ENERGY EFFICIENT PROGRAM AND VIDEO SECURITY CAMERAS | $66,816 | |
| THE SALVATION ARMY - BUFFALO KENSINGTON CORP | ||||||||
| PO BOX 125 21 WESTMINISTER AVENUE | BUFFALO | NY | 14215 | NONE | PC | MUSIC AND ARTS PROGRAM | $13,500 | |
| THE SALVATION ARMY - EMERGENCY DIASTER SERVICES | ||||||||
| 701 N BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | PC | EQUIPMENT TO INCREASE FEEDING CAPACITY | $23,241 | |
| THE SALVATION ARMY - GREATER PHILADELPHIA | ||||||||
| 4050 CONSHOHOCKEN AVENUE | PHILADELPHIA | PA | 19131 | NONE | PC | NEW DAY TO STOP TRAFFICKING PROGRAM (NDSTP) | $4,140 | |
| THE SALVATION ARMY - HONESDALE | ||||||||
| 100 FOURTH STREET | HONESDALE | PA | 18431 | NONE | PC | JOURNEY OF HOPE/EMERGENCY RELIEF SERVICES | $25,000 | |
| THE SALVATION ARMY - KROC CENTER | ||||||||
| 1865 HARRISON AVENUE | CAMDEN | NJ | 08105 | NONE | PC | PATHWAY OF HOPE, AFTER SCHOOL LEARNING PROGRAM, AND MUSIC PROGRAM (GUITAR, PIANO & BRASS) | $23,200 | |
| THE SALVATION ARMY - PHILADELPHIA | ||||||||
| 701 N BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | PC | CAMP LADORE CHALLENGE COURSE | $30,000 | |
| THE SALVATION ARMY - STAR LAKE | ||||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 10994 | NONE | PC | BUDD/STREHLE ROYLE PROGRAM STAFF CHAIR SCHOLARSHIP - SLMC 2019 | $5,000 | |
| THE SALVATION ARMY - WEST NYACK | ||||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 10994 | NONE | PC | FUTURE ALL-STARS WEEKEND 2019 - NEW YORK STAFF BAND | $25,000 | |
| THE SALVATION ARMY OF ELMIRA NY | ||||||||
| 414 LAKE STREET | ELMIRA | NY | 14901 | NONE | PC | 2018 FORD TRANSIT VAN | $38,123 | |
| VERA HOUSE | ||||||||
| 6181 THOMPSON ROAD SUITE 100 | SYRACUSE | NY | 13206 | NONE | PC | NEW ROOF FOR JAMES STREET OFFICE | $30,000 | |
| YWCA OF PRINCETON | ||||||||
| 59 PAUL ROBESON PLACE | PRINCETON | NJ | 08540 | NONE | PC | BREAST CANCER RESOURCE CENTER - BUILDING BRIDGES | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $826,339 | 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 | $51,469 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275,674 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $740,265 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,067,408 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,067,408 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DANNIBLE & MCKEE, LLP | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $10,598 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,402 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY (#9932) | $280,781 | $280,781 |
| MORGAN STANLEY (#5770) | $7,781 | $7,781 |
| MORGAN STANLEY (#8961) | $723,595 | $723,595 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STATE STREET BANK AND TRUST (#0634) | $2,241,425 | $2,241,425 |
| FIDELITY DIVERSIFIED INTERNATIONAL (#5667) | $1,899,751 | $1,899,751 |
| MORGAN STANLEY (#6785) | $27,111 | $27,111 |
| SPARTAN 500 INDEX FUND ADV CL (#5667) | $4,095,901 | $4,095,901 |
| BLACK ROCK GLOBAL ALLOCATION | $779,736 | $779,736 |
| BLACK ROCK CAPITAL APPRECIATION FUND | $1,016,636 | $1,016,636 |
| VANGUARD DIVIDEND GROWTH (#7218) | $685,693 | $685,693 |
| VANGUARD ST INVESTMENT GRADE FUND (#7218) | $2,304,857 | $2,304,857 |
| VANGUARD ST INF PRO | $812,214 | $812,214 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,565,328 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,565,328 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOND SCHOENECK & KING, PLLC | CategoryTxt |
| Legal Fees | $12,692 | LegalFeesAmt |
| Net Investment Income | $6,346 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,346 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES HELD | Desc |
| Amt | $2,042,963 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $558 | $279 | $279 |
| INSURANCE EXPENSE | $882 | $441 | $441 |
| POSTAGE & SHIPPING | $86 | $43 | $43 |
| FILING FEES | $28 | $0 | $28 |
| WEB EXPENSE | $288 | $144 | $144 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $64,797 | $64,797 | $0 |
| ALTERNATIVE INVESTMENT PARTNERS SCHEDULE K-1 | $0 | $944 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $36,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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