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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-14T08:27:28-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330996661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DANNIBLE & MCKEE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1221 SOUTH WARREN STAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204256553EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREEN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone9415384013PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19726 53RD DR EASTAddressLine1Txt
CityBRADENTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP342113760ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD J GREENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9415384013PhoneNum
Signature2019-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHANNON T FORKIN CPAPreparerPersonNm
PTINP00973625PTIN
Phone3154729127PhoneNum
Preparation2019-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.39.164.194IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-13IPDt
IP Tm09:19:10IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdC6F393AF45FD36FDFB93B4843F2F29CC9ED20AD3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,875,887FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,974ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$51,469InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49,078InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$275,674DividendsRevAndExpnssAmt
Dividends Net Invst Incm$276,830DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$740,265NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,040,326GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$743,127CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,070,382TotalRevAndExpnssAmt
Total Net Invst Incm$1,069,035TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$150,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$75,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$75,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$12,692LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$6,346LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$6,346LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,598AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,402AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$64,797OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$65,741OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$36,400TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$15,928TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$7,964TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$7,964TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,842OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$907OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$935OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$295,659TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$166,556TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$93,647TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$826,339ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$826,339ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,121,998TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$166,556TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$919,986TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,616ExcessRevenueOverExpensesAmt
Net Investment Income$902,479NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$916,060CashBOYAmt
Cash EOY$435,078CashEOYAmt
Cash EOYFMV$435,078CashEOYFMVAmt
US Government Obligations BOY$1,436,447USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,565,328USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,565,328USGovtObligationsEOYFMVAmt
Corporate Stock BOY$16,115,364CorporateStockBOYAmt
Corporate Stock EOY$13,863,324CorporateStockEOYAmt
Corporate Stock EOYFMV$13,863,324CorporateStockEOYFMVAmt
Corporate Bonds BOY$502,595CorporateBondsBOYAmt
Corporate Bonds EOY$1,012,157CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,012,157CorporateBondsEOYFMVAmt
Total Assets BOY$18,970,466TotalAssetsBOYAmt
Total Assets EOY$16,875,887TotalAssetsEOYAmt
Total Assets EOYFMV$16,875,887TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$18,970,466UnrestrictedBOYAmt
Unrestricted EOY$16,875,887UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$18,970,466TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,875,887TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,970,466TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,875,887TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,970,466TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,616ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$18,918,850SubtotalAmt
Other Decreases$2,042,963OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,875,887TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - MS 5770P$33,913$34,976-$1,063-$1,063
PUBLICLY TRADED SECURITIES - MS 6785P$1,328,457$1,014,505$313,952$313,952
PUBLICLY TRADED SECURITIES - MS 6798P$775,026$775,967-$941-$941
PUBLICLY TRADED SECURITIES - MS 9932P$2,942,705$3,007,948-$65,243-$65,243
PUBLICLY TRADED SECURITIES - STATE STREET 0634P$618,145$463,803$154,342$154,342
CAPITAL GAINS DIVIDENDSP$342,080$342,080$342,080
FieldValueIRS element (for citing)
Capital Gain Net Income$743,127CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$808,419AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$18,361,838NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044027DistributionYr1Rt
Adjusted Qlfy Distri Yr2$875,191AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$17,378,024NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050362DistributionYr2Rt
Adjusted Qlfy Distri Yr3$893,464AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$18,088,735NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049393DistributionYr3Rt
Adjusted Qlfy Distri Yr4$903,880AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$18,397,512NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049131DistributionYr4Rt
Adjusted Qlfy Distri Yr5$782,437AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$17,614,054NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044421DistributionYr5Rt
Total Distribution0.237334TotalDistributionRt
Average Distribution0.047467AverageDistributionRt
Net Vl Noncharitable Assets$18,563,114NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$881,135AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9,025NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$890,160AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$919,986QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$9,025InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,025SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,025TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$32,216EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$32,216TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$23,191OverpaymentAmt
Applied To ES Tax$23,191AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDONALD GREEN TREASURERIndividualWithBooksNm
Phone9415384013PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19726 53RD DR EAddressLine1Txt
CityBRADENTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP342113760ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD J GREEN
9726 53RD DR EBRADENTONFL342113760TREASURER15.00$30,000$0$0
LOUISE ANN GREEN LALUMIA
17 DUTCHESS LANEDAYTONNJ08810PRESIDENT5.00$30,000$0$0
SCOTT S GREEN
210 RIVERDALE COURTGREENVILLENC27858VICE-PRESIDENT5.00$30,000$0$0
JEFFREY B SCHEER
ONE LINCOLN CENTERSYRACUSENY132021355SECRETARY10.00$30,000$0$0
DONNA GREEN BURGMAYER
6 COTTONWOOD COURTLAFAYETTE HILLPA19444VICE-PRESIDENT5.00$30,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$18,168,670AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$677,131AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,845,801TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,845,801AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$282,687CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,563,114NetVlNoncharitableAssetsAmt
Minimum Investment Return$928,156MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$928,156MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,025TaxBasedOnInvestmentIncomeAmt
Total Tax$9,025TotalTaxAmt
Distributable Before Adj$919,131DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$919,131DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$919,131DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$919,986ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$919,986QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$9,025PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$910,961AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$919,131DistributableAsAdjustedAmt
Undistributed Income PY$891,899UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$919,986QualifyingDistributionsAmt
Applied To Year1$891,899AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,087AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$891,044UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFREY B SCHEER ESQRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ONE LINCOLN CENTERAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP132021355ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3152188286RecipientPhoneNum
Form And Info And MaterialsFILLED OUT GRANT APPLICATION, DETAILED PROJECT BUDGET INCLUDING CONTINGENCY PLAN IF THE FUNDS ARE NOT RECEIVED, CURRENT BUDGET INCLUDING IN-KIND SERVICES AND VOLUNTEER HOURS, A LIST OF THE CURRENT BOARD OF DIRECTORS INCLUDING BUSINESS ADDRESSES AND OCCUPATIONS, THE MOST RECENT AUDITED FINANCIAL REPORT, AND A COPY OF THE ORGANIZATION'S 501(C)(3) DETERMINATION LETTER.FormAndInfoAndMaterialsTxt
Submission DeadlinesGRANT APPLICATION BY AUGUST 31ST, FOUNDATION'S DECISION BY DECEMBER 31ST.SubmissionDeadlinesTxt
Restrictions On AwardsGRANT APPLICATIONS MUST BE CONSISTENT WITH THE FOUNDATION'S MISSION STATEMENT AND BE SUBMITTED FOR ONE OF THE FOLLOWING CATEGORIES: 1. CAPITAL OR START-UP FUNDING FOR EDUCATIONAL, CULTURAL, ARTISTIC, HEALTH AND WELLNESS AND OTHER SOCIAL SERVICE INITIATIVES; OR 2. CAPITAL OR START-UP FUNDING FOR AFTER-SCHOOL, WEEKEND, OR SUMMER PROGRAMS FOR YOUTHS AND FAMILIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ARC OF SENECA CAYUGA
1521 CLARK STREET ROADAUBURNNY13021NONEPCOUTDOOR RECREATION COURT UPGRADE$4,000
BOYS AND GIRLS CLUB OF THE COASTAL PLAIN INC
621 W FIRE TOWER ROADWINTERVILLENC28590NONEPCINNOVATION LAB, SOCIAL RECREATION/LEARNING SPACE AND PARENT RESOURCE CENTER$32,000
CAMP RAMAH IN NEW ENGLAND
1206 BOSTON-PROVIDENCE HIGHWAYNORWOODMA02062NONEPCVOCATIONAL TRAINING FOR TEENS AND YOUNG ADULTS WITH DISABILITIES$25,000SUITE 201
CARON TREATMENT CENTERS
PO BOX 150WERNERSVILLEPA19565NONEEXEMPTAUDIO EQUIPMENT, SPIRITUALITY PROGRAM FOR SENIORS, DETOX PROGRAM, COLLEGE BOUND STUDY AND RESOURCE ROOM$75,000
CATHOLIC CHARITIES OF ONONDAGA COUNTY
1654 WEST ONONDAGA STREETSYRACUSENY13204NONEPCHOUSE OF PROVIDENCE ENTRYWAY GUTTERS$7,500
FAYETTEVILLE-MANLIUS A BETTER CHANCE
411 E SENECA STREETMANLIUSNY13104NONEPCCOMMERCIAL WASHER AND DRYER, CARPET INSTALLATION$6,592
GOOD GRIEF INC
38 ELM STREETMORRISTOWNNJ07960NONEPCIN COMMUNITY: NEWARK$25,000
HE CARES WE CARE
20 SCHALKS CROSSING ROADPLAINSBORONJ08536NONEPCTHE PANTRY: ON-SITE PERSONAL PANTRY PROVIDING CLIENTS TO CHOOSE HEALTHY FOODS APPROPRIATE FOR THEIR FAMILIES$30,000
HILLSIDE CHILDREN'S FOUNDATION
1183 MONROE AVENUEROCHESTERNY14620NONEPCA/C REPLACEMENT PROJECT$25,000
HINKLETOWN MENNONITE SCHOOL
272 WANNER ROADEPHRATAPA17522NONENCKITCHEN/HOSPITALITY UPGRADES AND MUSIC PROGRAM UPGRADE$12,400
HORIZONS AT THE OAKWOOD SCHOOL
4000 MACGREGOR DOWNS ROADGREENVILLENC27834NONEPCCOMPREHENSIVE HEALTH AND WELLNESS PROGRAM$24,500
INTERIM HOUSE INC
333 W UPSAL STREETPHILADELPHIAPA19119NONEPCLIFE SKILLS AND JOB READINESS PROGRAM$25,000
MAKE-A-WISH FOUNDATION OF CENTRAL NEW YORK
5005 CAMPUSWOOD DRIVEEAST SYRACUSENY13057NONEPCWISH UNDERWRITING$12,000
MENORAH PARK GROUP RESIDENCES INC
4101 E GENESEE STREETSYRACUSENY13214NONEPCENHANCING OUTDOOR SPACE/HOME IMPROVEMENT$16,520
MERCY WORKS INC
1221 SOUTH SALINA STREETSYRACUSENY13202NONEPCCOMPUTER LAB OUTFITTING$18,307
MERRY-GO-ROUND PLAYHOUSE
17 WILLIAM STREETAUBURNNY13021NONEPCMUSICAL THEATRE INTENSIVE$15,000
OCEAN GROVE CAMP MEETING ASSOCIATION
54 PITMAN AVENUEOCEAN GROVENJ07756NONEPCFRENCH HORN INSTALLATION, AUDITORIUM SLIDING DOOR REPLACEMENT$90,000
ON POINT FOR COLLEGE INC
488 WEST ONONDAGA STSYRACUSENY13202NONEPCGAP SCHOLARSHIPS FOR ON POINT STUDENTS$15,000
ONONDAGA EARTH CORPS
SUNY EOC ROOM 239 100 NEW STREETSYRACUSENY13202NONEPCENVIRONMENTAL JUSTICE GRANT$5,500
PUBLIC BROADCASTING COUNCIL OF CENTRAL NEW YORK INC
415 WEST FAYETTE STREETSYRACUSENY13204NONEPCLITERACY PARENT/FAMILY ENGAGEMENT: FAMILY WALK AND EQUIPMENT$18,000
ROSAMOND GIFFORD ZOO
ONE CONSERVATION PLACESYRACUSENY13204NONEPCZOO GUIDES$5,000
SYRACUSE HEBREW DAY SCHOOL
5655 THOMPSON ROADSYRACUSENY13214NONEPCENABLING INCLUSION AT SHDS$25,000
THE SALVATION ARMY - ATLANTIC CITY
22 S TEXAS AVENUEATLANTIC CITYNJ08401NONEPCAC CORPS ENERGY EFFICIENT PROGRAM AND VIDEO SECURITY CAMERAS$66,816
THE SALVATION ARMY - BUFFALO KENSINGTON CORP
PO BOX 125 21 WESTMINISTER AVENUEBUFFALONY14215NONEPCMUSIC AND ARTS PROGRAM$13,500
THE SALVATION ARMY - EMERGENCY DIASTER SERVICES
701 N BROAD STREETPHILADELPHIAPA19123NONEPCEQUIPMENT TO INCREASE FEEDING CAPACITY$23,241
THE SALVATION ARMY - GREATER PHILADELPHIA
4050 CONSHOHOCKEN AVENUEPHILADELPHIAPA19131NONEPCNEW DAY TO STOP TRAFFICKING PROGRAM (NDSTP)$4,140
THE SALVATION ARMY - HONESDALE
100 FOURTH STREETHONESDALEPA18431NONEPCJOURNEY OF HOPE/EMERGENCY RELIEF SERVICES$25,000
THE SALVATION ARMY - KROC CENTER
1865 HARRISON AVENUECAMDENNJ08105NONEPCPATHWAY OF HOPE, AFTER SCHOOL LEARNING PROGRAM, AND MUSIC PROGRAM (GUITAR, PIANO & BRASS)$23,200
THE SALVATION ARMY - PHILADELPHIA
701 N BROAD STREETPHILADELPHIAPA19123NONEPCCAMP LADORE CHALLENGE COURSE$30,000
THE SALVATION ARMY - STAR LAKE
440 WEST NYACK ROADWEST NYACKNY10994NONEPCBUDD/STREHLE ROYLE PROGRAM STAFF CHAIR SCHOLARSHIP - SLMC 2019$5,000
THE SALVATION ARMY - WEST NYACK
440 WEST NYACK ROADWEST NYACKNY10994NONEPCFUTURE ALL-STARS WEEKEND 2019 - NEW YORK STAFF BAND$25,000
THE SALVATION ARMY OF ELMIRA NY
414 LAKE STREETELMIRANY14901NONEPC2018 FORD TRANSIT VAN$38,123
VERA HOUSE
6181 THOMPSON ROAD SUITE 100SYRACUSENY13206NONEPCNEW ROOF FOR JAMES STREET OFFICE$30,000
YWCA OF PRINCETON
59 PAUL ROBESON PLACEPRINCETONNJ08540NONEPCBREAST CANCER RESOURCE CENTER - BUILDING BRIDGES$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$826,339TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,469ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$275,674ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$740,265ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,067,408ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,067,408TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDANNIBLE & MCKEE, LLPCategoryTxt
Amt$14,000Amt
Net Investment Income$10,598NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,402DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,565,328USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,565,328USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryBOND SCHOENECK & KING, PLLCCategoryTxt
Legal Fees$12,692LegalFeesAmt
Net Investment Income$6,346NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,346DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON SECURITIES HELDDesc
Amt$2,042,963Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements 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)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$64,797$64,797$0
ALTERNATIVE INVESTMENT PARTNERS SCHEDULE K-1$0$944$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAYMENTSCategoryTxt
Amt$36,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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