WILLIAM G POMEROY FOUNDATION: Form 990PF, tax year 2018
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- Organization
- WILLIAM G POMEROY FOUNDATION (EIN 20-6572301)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-13
- IRS object ID
- 201902569349100450
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-13T15:51:57-05:00 | 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 | 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 | 2019-09-04 | 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 | 2019-09-04 | 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 | 2019-09-04 | IPDt |
| IP Tm | 14:33:28 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,263,167 | 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 | $920,937 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $51,991 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,991 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,127,803 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,127,803 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,165,479 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,165,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,165,479 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$15,270 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$15,270 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,250,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,330,003 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $118,721 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $118,721 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $98,206 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $98,206 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $30,106 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $30,106 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,476 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,476 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,255 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,441 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,814 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,304 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,304 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,668 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,242 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20,320 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,251 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $27 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $27 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,785 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,785 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,249 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,249 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,785 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56,677 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $426,833 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,791 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $358,685 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,604,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,604,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,031,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,791 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,963,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $219,767 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,318,212 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,435,778 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,715,238 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,715,238 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,374,387 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,506,166 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,506,166 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $48,258,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,039,387 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,039,387 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,947 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,571 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,627 | LandBOYAmt |
| Land EOY | $2,376 | LandEOYAmt |
| Land EOYFMV | $2,376 | LandEOYFMVAmt |
| Total Assets BOY | $65,074,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,263,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,263,167 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $65,074,136 | UnrestrictedBOYAmt |
| Unrestricted EOY | $62,263,167 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,074,136 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,263,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,074,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,263,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,074,136 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $219,767 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $65,293,903 | SubtotalAmt |
| Other Decreases | $3,030,736 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,263,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L.P. | P | $299 | -$299 | -$299 | |
| CAPITAL GAINS DIVIDENDS | P | $1,165,778 | $1,165,778 | $1,165,778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,165,479 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,767,767 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $59,629,805 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029646 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,505,820 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,210,853 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042766 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,279,183 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,389,607 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042093 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,086,019 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,296,104 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041300 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $870,752 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,457,501 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040580 | DistributionYr5Rt |
| Total Distribution | 0.196385 | TotalDistributionRt |
| Average Distribution | 0.039277 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $66,707,188 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,620,058 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,182 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,643,240 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,963,025 | 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 | $23,182 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,182 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,182 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $26,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $58,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $121 | EsPenaltyAmt |
| Overpayment | $34,697 | OverpaymentAmt |
| Applied To ES Tax | $34,697 | 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 | $79,371 | $15,114 | $0 |
| DERYN POMEROY | ||||||||
| 492 E BRIGHTON AVE | SYRACUSE | NY | 13210 | DIRECTOR OF STRATEGIC INITIATIVES | 40.00 | $39,350 | $3,008 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,846,045 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,876,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,723,033 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,723,033 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,015,845 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,707,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,335,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,335,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,182 | TotalTaxAmt |
| Distributable Before Adj | $3,312,177 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,312,177 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,312,177 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,963,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,963,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23,182 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,939,843 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,312,177 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,916,769 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,963,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,916,769 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,256 | 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 | $3,265,921 | 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 (173 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1816 FARMINGTON QUAKER MEETINGHOUSE MUSEUM | |||||||
| PO BOX 25053 | FARMINGTON | NY | 14425 | PC | 2018 PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| AFTON HISTORICAL SOCIETY | |||||||
| PO BOX 142 | AFTON | NY | 13730 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| ALASKA HISTORICAL SOCIETY | |||||||
| PO BOX 100299 | ANCHORAGE | AK | 99510 | PC | 2018 CANAL MARKER PROGRAM | $1,100 | |
| ALBANY FIREFIGHTERS MUSEUM | |||||||
| 532 CENTRAL AVE | ALBANY | NY | 12206 | PC | 2018 PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| ALLEGANY AREA HISTORICAL ASSOCIATION | |||||||
| 25 N SECOND ST PO BOX 162 | ALLEGANY | NY | 14706 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| AMAGANSETT LIFE-SAVING & COAST GUARD STATION SOCIETY | |||||||
| 160 ATLANTIC AVE PO BOX 51 | AMAGANSETT | NY | 11930 | PC | 2018 NATIONAL REGISTER PROGRAM, 2018 HISTORIC MARKER PROGRAM | $1,563 | |
| AMERICAN POMEROY HISTORIC GENEALOGICAL ASSOCIATION | |||||||
| 492 E BRIGHTON AVENUE | SYRACUSE | NY | 13210 | POF | DONATION | $40,000 | |
| AMERICAN RED CROSS | |||||||
| 344 WEST GENESEE STREET | SYRACUSE | NY | 13202 | PC | DONATION | $500 | |
| AMITYVILLE HISTORICAL SOCIETY | |||||||
| 170 BROADWAY | AMITYVILLE | NY | 11701 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| ANDERSON FALLS HERITAGE SOCIETY | |||||||
| 96 CLINTON STREET | KEESEVILLE | NY | 12944 | PC | 2018 HISTORIC MARKER PROGRAM | $1,060 | |
| APHNY | |||||||
| PO BOX 55 | GROTON | NY | 13073 | PC | REGION 9 MEETING, 2018 CONFERENCE SCHOLARSHIP TO ANNUAL CONFERENCE | $510 | |
| AURORA HISTORICAL SOCIETY | |||||||
| PO BOX 427 OAKWOOD AVE | E AURORA | NY | 14052 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| AUSTERLITZ HISTORICAL SOCIETY | |||||||
| PO BOX 144 11550 STATE ROUTE 22 | AUSTERLITZ | NY | 12017 | PC | 2018 HISTORIC MARKER PROGRAM | $4,240 | |
| BARRETT ART CENTER | |||||||
| 55 NOXON ST | POUGHKEEPSIE | NY | 12601 | PC | 2018 NATIONAL REGISTER OF HISTORIC PLACES | $1,094 | |
| BE THE MATCH FOUNDATION | |||||||
| 500 NORTH 5TH STREET | MINNEAPOLIS | MN | 554011206 | PC | DONATION | $100,000 | |
| BMT INFONET | |||||||
| 1548 OLD SKOKIE ROAD UNIT 1 | HIGHLAND PARK | IL | 60035 | PC | SURVIVORSHIP SYMPOSIUM SPONSOR | $10,000 | |
| BOY SCOUTS OF AMERICA TROOP 56 | |||||||
| 250 ENDERS AVENUE | HOWES CAVE | NY | 12090 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| BUFFALO & ERIE COUNTY HISTORICAL SOCIETY | |||||||
| 25 NOTTINGHAM COURT | BUFFALO | NY | 14216 | PC | 2018 HISTORIC MARKER PROGRAM | $2,200 | |
| CAIRO HISTORICAL SOCIETY | |||||||
| PO BOX 803 | CAIRO | NY | 12413 | PC | 2018 HISTORIC MARKER PROGRAM | $1,060 | |
| CALDWELL PRESBYTERIAN CHURCH | |||||||
| 71 MONTCALM ST | LAKE GEORGE | NY | 12845 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| CAMP DEWOLFE | |||||||
| 408 N SIDE ROAD | WADING RIVER | NY | 11792 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| CARINGBRIDGE | |||||||
| 2750 BLUE WATER ROAD SUITE 275 | EAGAN | MN | 55121 | PC | DONATION | $500 | |
| CENTRAL NEW YORK COMMUNITY FOUNDATION | |||||||
| 431 EAST FAYETTE STREET SUITE 100 | SYRACUSE | NY | 13202 | PC | DONATION | $1,000,000 | |
| CHARLOTTE VALLEY PRESBYTERIAN CHURCH | |||||||
| PO BOX 184 | DAVENPORT | NY | 13750 | PC | 2018 NATIONAL REGISTER PROGRAM | $463 | |
| CHAUTAUQUA COUNTY HISTORIAN | |||||||
| 1 N ERIE ST | MAYVILLE | NY | 14757 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| CHITTENANGO LANDING CANAL BOAT MUSEUM | |||||||
| 717 LAKEPORT ROAD | CHITTENANGO | NY | 13037 | PC | DONATION | $100 | |
| CHRIST CHURCH | |||||||
| 407 E SENECA STREET | MANLIUS | NY | 13104 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| CINCINNATUS AREA HERITAGE SOCIETY | |||||||
| PO BOX 264 | CINCINNATUS | NY | 13040 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| CITIZENS ADVOCATING MEMORIAL PRESERVATION | |||||||
| PO BOX 303 | ALLEGANY | NY | 14706 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| CITY OF GLENS FALLS | |||||||
| 42 RIDGE STREET | GLENS FALLS | NY | 12801 | PC | 2018 NATIONAL REGISTER PROGRAM | $463 | |
| CITY OF HORNELL | |||||||
| 82 MAIN STREET PO BOX 627 | HORNELL | NY | 14843 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| CITY OF ROCHESTER | |||||||
| 30 CHURCH STREET | ROCHESTER | NY | 14614 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| CLARKSON HISTORICAL SOCIETY | |||||||
| PO BOX 600 | CLARKSON | NY | 14430 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| COLUMBIA COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 311 5 ALBANY AVENUE | KINDERHOOK | NY | 12106 | PC | 2018 NATIONAL REGISTER PROGRAM | $463 | |
| CONGREGATION AGUDAS ACHIM | |||||||
| 587 OLD RTE 17 PO BOX 714 | LIVINGSTON MANOR | NY | 12758 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| CORNWALL LIONS | |||||||
| PO BOX 274 | CORNWALL | NY | 12518 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| CORNWALL ON HUDSON VILLAGE HALL | |||||||
| 325 HUDSON STREET | CORNWALL ON HUDSON | NY | 12520 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| CRANDALL PUBLIC LIBRARY | |||||||
| 251 GLEN STREET | GLENS FALLS | NY | 12801 | PC | 2018 LEGENDS AND LORE PROGRAM | $1,100 | |
| CROUSE HEALTH FOUNDATION | |||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | PC | 3 NURSING AWARDS AND 2 SCHOLARSHIPS, TRIBUTE EVENING SPONSORSHIP, 4TH INSTALLMENT - CCC, ESD NAMING | $767,500 | |
| CROUSE HOSPITAL AUXILIARY | |||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | PC | LIGHTS OF LOVE SPONSOR | $1,000 | |
| CUNNEEN-HACKETT CULTURAL CENTER | |||||||
| 9 VASSAR STREET | POUGHKEEPSIE | NY | 12601 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| DANA FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE DIVISION OF | BROOKLINE | MA | 02445 | PC | AML RESEARCH FUND | $333,333 | DEVELOPMENT FLOOR 6 |
| DAUGHTERS OF THE AMERICAN REVOLUTION - IRONDEQUOIT CHAPTER | |||||||
| 138 TROUP ST | ROCHESTER | NY | 14608 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| DAUGHTERS OF THE AMERICAN REVOLUTION - MINISINK CHAPTER | |||||||
| 82 CARDINAL DRIVE | WASHINGTONVILLE | NY | 10992 | PC | 2018 LEGENDS & LORE PROGRAM | $1,060 | |
| DELAWARE COUNTY HISTORICAL ASSOCIATION | |||||||
| 46549 STATE HIGHWAY 10 | DELHI | NY | 13753 | PC | 2018 CENTENNIAL MARKER PROGRAM | $1,060 | |
| ELMA HISTORICAL SOCIETY | |||||||
| PO BOX 84 3011 BOWEN ROAD | ELMA | NY | 14059 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| ERIE CANAL MUSEUM | |||||||
| 318 ERIE BOULEVARD EAST | SYRACUSE | NY | 13202 | PC | REVEALING HIDDEN COLLECTIONS PROJECT | $80,000 | |
| EXPLORE & MORE CHILDREN'S MUSEUM | |||||||
| 300 GLEED AVENUE | EAST AURORA | NY | 14052 | PC | 2018 HISTORIC MARKER PROGRAM | $975 | |
| FLY CREEK AREA HISTORICAL SOCIETY | |||||||
| PO BOX 87 CEMETERY ROAD | FLY CREEK | NY | 13337 | PC | 2018 HISTORIC MARKER PROGRAM | $4,400 | |
| FRIENDS OF FORT ONTARIO | |||||||
| 1 E 4TH STREET | OSWEGO | NY | 13126 | PC | 2018 LEGENDS AND LORE PROGRAM | $1,100 | |
| FRIENDS OF TACONIC STATE PARK | |||||||
| PO BOX 222 | COPAKE FALLS | NY | 12517 | PC | DONATION, 2018 NATIONAL REGISTER PROGRAM | $1,194 | |
| FRIENDS OF WAVERLY CEMETARY PRESERVATION INC | |||||||
| 7 ELLIOTT STREET | WAVERLY | NY | 14892 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| FRONTENAC HISTORICAL SOCIETY AND MUSEUM | |||||||
| PO BOX 338 | UNION SPRINGS | NY | 13160 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| GENOA HISTORICAL ASSOCIATION | |||||||
| PO BOX 316 | KING FERRY | NY | 13081 | PC | 2018 HISTORIC MARKER PROGRAM | $2,160 | |
| GIG HARBOR PENINSULA HISTORICAL SOCIETY | |||||||
| 4121 HARBORVIEW DRIVE PO BOX 744 | GIG HAROBR | WA | 98332 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,149 | |
| GLEN HAVEN HISTORICAL SOCIETY | |||||||
| 7325 FAIR HAVEN ROAD PO BOX 293 | HOMER | NY | 13077 | PC | 2018 NATIONAL REGISTER PROGRAM | $463 | |
| GREECE HISTORICAL SOCIETY | |||||||
| 595 LONG POND ROAD PO BOX 16249 | ROCHESTER | NY | 14612 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| GUSTAV STICKLEY HOUSE FOUNDATION INC | |||||||
| 226 TEAL AVE 6017 | SYRACUSE | NY | 13217 | PC | 2018 NATIONAL REGISTER PROGRAM | $463 | |
| HISTORIC CHERRY HILL | |||||||
| 523 1/2 S PEARL ST | ALBANY | NY | 12202 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| HISTORIC NORTHAMPTON | |||||||
| 46 BRIDGE STREET | NORTHAMPTON | MA | 01060 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,100 | |
| HISTORICAL AMSTERDAM LEAGUE | |||||||
| PO BOX 132 | AMSTERDAM | NY | 12010 | PC | 2018 HISTORIC MARKER PROGRAM | $1,060 | |
| HISTORICAL SOCIETY OF DAUPHIN COUNTY | |||||||
| 219 S FRONT STREET | HARRISBURG | PA | 17104 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,104 | |
| HISTORY CENTER OF NIAGARA | |||||||
| 215 NIAGARA STREET | LOCKPORT | NY | 14094 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| HOOSICK AREA PARTNERSHIP FOR PARENTS AND YOUTH | |||||||
| 80 CHURCH STREET | HOOSICK FALLS | NY | 12090 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| HOOSICK TOWNSHIP HISTORICAL SOCIETY | |||||||
| PO BOX 536 166 MAIN ST | HOOSICK FALLS | NY | 12090 | PC | 2018 HISTORIC MARKER PROGRAM, 2018 PROFESSIONAL DEVELOPMENT GRANT | $2,060 | |
| HOPE FOR BEREAVED | |||||||
| 4500 ONONDAGA BLVD | SYRACUSE | NY | 13219 | PC | FULL PAGE AD FOR HOPE PROGRAM | $350 | |
| HUDSON RIVER MILL MUSEUM | |||||||
| 17 PINE STREET | CORINTH | NY | 12822 | PC | 2018 PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| HUGUENOT & NEW ROCHELLE HISTORICAL SOCIETY | |||||||
| 20 SICARD AVENUE | NEW ROCHELLE | NY | 10804 | PC | 2018 HISOTRIC MARKER PROGRAM | $1,100 | |
| JERVIS PUBLIC LIBRARY | |||||||
| 613 N WASHINGTON ST | ROME | NY | 13440 | PC | 2018 NATIONAL REGISTER OF HISTORIC PLACES | $1,094 | |
| KANESTIO VALLEY NSDAR | |||||||
| 7456 STATE ROUTE 54 | BATH | NY | 14810 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| LANDMARK THEATRE | |||||||
| 362 S SALINA STREET | SYRACUSE | NY | 13202 | PC | 2018 NATIONAL REGISTER PROGRAM | $276 | |
| LEWIS COUNTY HISTORICAL SOCIETY | |||||||
| 7552 S STATE STREET PO BOX 446 | LOWVILLE | NY | 13367 | PC | 2018 NATIONAL REGISTER PROGRAM | $926 | |
| LIVINGSTON COUNTY HISTORIAN | |||||||
| 5 MURRAY HILL DRIVE | MT MORRIS | NY | 14510 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| MAJORIE DIETER MASTIN HISTORICAL SOCIETY | |||||||
| PO BOX 93 | CANASERGA | NY | 14822 | PC | 2018 LEGENDS & LORE PROGRAM, 2018 PROFESSIONAL DEVELOPMENT GRANT | $2,060 | |
| MARROW NATION | |||||||
| 3433 CARMICHAEL STREET | PALM HARBOR | FL | 34684 | PC | BONE MARROW DRIVE | $6,288 | |
| MASTIC PENNINSULA HISTORICAL ASSOCIATION | |||||||
| PO BOX 333 | MASTIC | NY | 11950 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| MCMAHONRYAN CHILD ADVOCACY CENTER | |||||||
| 601 EAST GENESEE STREET | SYRACUSE | NY | 13202 | PC | 100 HOLES FOR KIDS | $500 | |
| MILLENS BAY UNION CHURCH | |||||||
| 6940 BURHAM ROAD | DEANSBORO | NY | 13328 | PC | 2018 NATIONAL REGISTER PROGRAM | $463 | |
| MOHAWK COUNTRY INC | |||||||
| 115 CHAPEL PLACE | AMSTERDAM | NY | 12010 | PC | DONATION | $10,000 | |
| MONTEZUMA HISTORICAL SOCIETY | |||||||
| PO BOX 476 | MONTEZUMA | NY | 13117 | PC | 2018 PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| MORRISVILLE PUBLIC LIBRARY | |||||||
| PO BOX 37 83 E MAIN STREET | MORRISVILLE | NY | 13408 | PC | 2018 NATIONAL REGISTER PROGRAM | $463 | |
| MUSEUM ASSOCIATION OF NY | |||||||
| 265 RIVER STREET | TROY | NY | 12180 | PC | 2018 EXHIBITOR MANY CONFERENCE | $500 | |
| NATIONAL COLLABORATIVE FOR WOMEN'S HISTORY SITES | |||||||
| PO BOX 1376 | MOUNT LAUREL | NJ | 08054 | PC | 4 NATIONAL WOMEN'S SUFFRAGE MARKERS | $4,600 | |
| NEW SCOTLAND HISTORICAL ASSOCIATION | |||||||
| 7 OLD SALEM ROAD | VOORHEESVILLE | NY | 12186 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| NEW WOODSTOCK REGIONAL HISTORICAL SOCIETY | |||||||
| 2641 RAILROAD STREET PO BOX 45 | NEW WOODSTOCK | NY | 13122 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| NEW YORK CULTURAL HERITAGE TOURISM NETWORK | |||||||
| 43 CAROLINE ST | CLYDE | NY | 14433 | PC | EXHIBIT TABLE ANNUAL SPRING CONFERENCE | $50 | |
| NEW YORK FOLKLORE SOCIETY | |||||||
| 129 JAY STREET | SCHENECTADY | NY | 12305 | PC | LEGENDS AND LORE PROGRAM | $2,000 | |
| NEW YORK GENEOLOGICAL & BIOGRAPHICAL SOCIETY | |||||||
| 36 WEST 44TH STREET 7TH FLOOR | NEW YORK | NY | 10036 | PC | BOOTH EXHIBIT, FALL ANNUAL FUND CHALLENGE MATCH | $10,150 | |
| NEW YORK STATE ARCHIVES PARTNERSHIP TRUST | |||||||
| 9C49 CULTURAL EDUCATION CENTER | ALBANY | NY | 12230 | PC | NEW YORK ARCHIVES MAGAZINE | $2,000 | |
| NEWSTEAD HISTORICAL SOCIETY | |||||||
| PO BOX 222 | AKRON | NY | 14001 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| NEWTOWN HISTORICAL SOCIETY | |||||||
| 1883 STOCKHOLM STREET | RIDGEWOOD | NY | 11385 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| NIAGARA FRONTIER CHAPTER NRHS INC | |||||||
| 111 OLIVER STREET PO BOX 1043 | NORTH TONAWANDA | NY | 14120 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| NORTH EAST HISTORICAL SOCIETY INC | |||||||
| 75 MAIN STREET PO BOX 727 | MILLERTON | NY | 12546 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| NUNDA HISTORICAL SOCIETY | |||||||
| 24 PORTAGE STREET | NUNDA | NY | 14517 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| OHIO HISTORY CONNECTION | |||||||
| 800 EAST 17TH AVENUE | COLUMBUS | OH | 43211 | PC | OHIO HISTORICAL MARKERS (2), FLEMMOND & GREENWOOD, FOREST HILL PARK MARKER | $7,320 | |
| ONONDAGA HISTORICAL ASSOCIATION | |||||||
| 321 MONTGOMERY STREET | SYRACUSE | NY | 13202 | PC | 2 TIX MEDAL OF HONOR BREAKFAST, ELEVATOR REPAIR PROJECT, 2018 HISTORIC MARKER PROGRAM, SPONSORSHIP OF GLORIOUS WORKPLACES & AIRPORT GALA | $25,400 | |
| OSWEGO TOWN HISTORICAL SOCIETY | |||||||
| 2320 COUNTY ROUTE 7 | OSWEGO | NY | 13126 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| OWEGO HOSE TEAMS INC | |||||||
| 461 E MAIN STREET | OWEGO | NY | 13827 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| PINE GROVE CEMETARY ASSOCIATION | |||||||
| 43 COUNTY RD 53 | BALLSTON LAKE | NY | 12019 | PC | 2018 HISTORIC MARKER PROGRAM | $1,060 | |
| PRESERVATION ASSOCIATION OF THE SOUTHERN TIER | |||||||
| 21 NORTH DEPOT ST UNIT 1E | BINGHAMTON | NY | 13901 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| QUILCENE HISTORICAL MUSEUM | |||||||
| PO BOX 574 151 E COLUMBIA SY | QUILCENE | WA | 98376 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,149 | |
| REDWOOD HISTORICAL SOCIETY | |||||||
| PO BOX 663 | REDWOOD | NY | 13679 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| REFORMED CHURCH ON STATEN ISLAND | |||||||
| 54 PORT RICHMOND AVENUE | STATEN ISLAND | NY | 10302 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| 116 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| ROME HISTORICAL SOCIETY | |||||||
| 200 CHURCH STREET | ROME | NY | 13440 | PC | 2018 HISTORIC MARKER PROGRAM (2) WILLIAMS & CRAVEN | $2,120 | |
| SALEM CHRISTIAN FELLOWSHIP CHURCH | |||||||
| PO BOX 96 9586 BEAVER FALLS ROAD | BEAVER FALLS | NY | 13305 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| SARAH'S GUEST HOUSE | |||||||
| 100 ROBERTS AVENUE | SYRACUSE | NY | 13207 | PC | 25TH ANNIVERSARY QUILT | $1,000 | |
| SARATOGA COUNTY | |||||||
| 40 MCMASTER ST | BALLSTON SPA | NY | 12020 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| SCHUYLER COUNTY HISTORICAL SOCIETY | |||||||
| 108 NORTH CATHERINE STREET | MONTOUR FALLS | NY | 14865 | PC | 2018 PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| SKANEATELES HISTORICAL SOCIETY MUSEUM THE CREAMERY | |||||||
| 28 HANNUM ST | SKANEATELES | NY | 13152 | PC | 2018 PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| SONNENBERG GARDENS & MANSION STATE HISTORIC PARK | |||||||
| 151 CHARLOTTE STREET | CANANDAIGUA | NY | 14424 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| 58 3RD STREET | TROY | NY | 12180 | PC | 2018 NATIONAL REGISTER PROGRAM | $463 | |
| STANFORD HISTORICAL SOCIETY | |||||||
| PO BOX 552 | BANGALL | NY | 12506 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| STATE THEATRE OF ITHACA INC | |||||||
| 107 WEST STATE STREET | ITHACA | NY | 14850 | PC | 2018 NATIONAL REGISTER PROGRAM | $463 | |
| STEPHENTOWN HISTORICAL SOCIETY | |||||||
| 4 STAPLES ROAD PO BOX 11 | STEPHENTOWN | NY | 12168 | PC | 2018 HISTORIC MARKER PROGRAM | $1,060 | |
| STORYCORP | |||||||
| 80 HANSON PLACE 2ND FLOOR | BROOKLYN | NY | 11217 | PC | DONATION | $250 | |
| THE COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | PC | DONATION | $100 | |
| THE FIRST PRESBYTERIAN CHURCH | |||||||
| 25 CHURCH STREET | COOPERSTOWN | NY | 13326 | PC | 2018 HISTORIC MARKER PROGRAM | $2,160 | |
| THE HISTORICAL SOCIETY INC | |||||||
| 1 GROVE STREET | TARRYTOWN | NY | 10591 | PC | 2018 PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| THE LONGWOOD SOCIETY FOR HISTORIC PRESERVATION | |||||||
| PO BOX 550 | MIDDLE ISLAND | NY | 11953 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| THE RESEARCH FOUNDATION FOR SUNY | |||||||
| 223 HEWITT UNION SUNY OSWEGO | OSWEGO | NY | 13126 | PC | 2018 HISTORIC MARKER PROGRAM | $2,120 | |
| THE SALVATION ARMY | |||||||
| 677 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | PC | DOME DAY, CIVIC LUNCHEON | $5,750 | |
| THE STANLEY THEATER | |||||||
| 261 GENESEE STREET | UTICA | NY | 13501 | PC | 2018 NATIONAL REGISTER PROGRAM | $463 | |
| THE WOODSTOCK SCHOOL OF ART INC | |||||||
| 2470 ROUTE 212 | WOODSTOCK | NY | 12498 | PC | 2018 NATIONAL REGISTER OF HISTORIC PLACES | $1,094 | |
| TICONDEROGA HISTORICAL SOCIETY | |||||||
| 6 MOSES CIRCLE | TICONDEROGA | NY | 12883 | PC | 2018 HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN HISTORIAN OF HYDE PARK | |||||||
| 4383 ALBANY POST ROAD | HYDE PARK | NY | 12538 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| TOWN OF AMSTERDAM | |||||||
| 283 MANNYS CORNERS ROAD | AMSTERDAM | NY | 12010 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF BABYLON HISTORY MUSEUM | |||||||
| 47 WEST MAIN STREET SUITE 2 | BABYLON | NY | 11704 | PC | 2018 HISTORIC MARKER PROGRAM | $3,300 | |
| TOWN OF BROOKHAVEN | |||||||
| ONE INDEPENDENCE HILL | FARMINGVILLE | NY | 11738 | PC | 2018 NATIONAL REGISTER PROGRAM | $463 | |
| TOWN OF BURNS | |||||||
| 10 MAIN STREET PO BOX 222 | CANASERGA | NY | 14822 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| TOWN OF CROWN POINT | |||||||
| 17 MONITOR BAY ROAD | CROWN POINT | NY | 12928 | PC | 2018 HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF DEPEYSTER | |||||||
| BOX 17 4399 CR 10 | DEPEYSTER | NY | 13633 | PC | 2018 HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF EDEN | |||||||
| 2795 EAST CHURCH ST | EDEN | NY | 14057 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF EPHRATAH HISTORICAL SOCIETY | |||||||
| 3782 HWY 10 | ST JOHNSVILLE | NY | 13452 | PC | 2018 HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF ESSEX | |||||||
| PO BOX 355 2313 MAIN STREET | ESSEX | NY | 12936 | PC | 2018 NATIONAL REGISTER PROGRAM | $2,188 | |
| TOWN OF HEMPSTEAD | |||||||
| 1 WASHINGTON ST | HEMPSTEAD | NY | 11550 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| TOWN OF HIGHLAND | |||||||
| PO BOX 185 | BARRYVILLE | NY | 12719 | PC | 2018 HISTORIC MARKER PROGRAM, 2018 CANAL MARKER PROGRAM | $2,160 | |
| TOWN OF HOMER | |||||||
| 31 N MAIN STREET | HOMER | NY | 13077 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF JERUSALEM | |||||||
| 3817 ITALY HILL ROAD | BRANCHPORT | NY | 14418 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF MACEDON | |||||||
| 32 MAIN STREET | MACEDON | NY | 14502 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF MALTA | |||||||
| 1 BAYBERRY DRIVE | MALTA | NY | 12020 | PC | 2018 NATIONAL REGISTER PROGRAM | $2,188 | |
| TOWN OF MAMAKATING | |||||||
| 2948 ROUTE 209 | WURTSBORO | NY | 12790 | PC | 2018 HISTORIC MARKER PROGRAM | $2,200 | |
| TOWN OF MARTINSBURG | |||||||
| PO BOX 8 5405 CEMETERY ROAD | MARTINSBURG | NY | 13404 | PC | 2018 HISTORIC MARKER PROGRAM, 2018 LEGENDS AND LORE PROGRAM | $2,160 | |
| TOWN OF MASSENA | |||||||
| 79 MAIN ST | MASSENA | NY | 13662 | PC | 2018 PROFESSIONAL DEVELOPMENT GRANT - CELINE PHILBERT CULTURAL, 2018 HISTORIC MARKER PROGRAM | $2,100 | |
| TOWN OF MIDDLESEX | |||||||
| 1216 ROUTE 245 PO BOX 147 | MIDDLESEX | NY | 14507 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF MORRISTOWN | |||||||
| PO BOX 240 604 MAIN STREET | MORRISTOWN | NY | 13664 | PC | 2018 NATIONAL REGISTER PROGRAM | $3,282 | |
| TOWN OF NEW HAVEN | |||||||
| PO BOX 141 | NEW HAVEN | NY | 13121 | PC | 2018 HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF NORTH HEMPSTEAD | |||||||
| 220 PLANDOME ROAD | MANHASSET | NY | 11030 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF NORTHAMPTON | |||||||
| 412 SOUTH MAIN STREET | NORTHVILLE | NY | 12134 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF ONONDAGA HISTORICAL SOCIETY | |||||||
| 5020 BALL ROAD | SYRACUSE | NY | 13215 | PC | 2018 LEGENDS AND LORE PROGRAM, 2018 CHALLENGE GRANT FOR TECHNOLOGY EQUIPMENT | $6,405 | |
| TOWN OF OSSIAN | |||||||
| 4706 OSSIAN HILL ROAD | DANSVILLE | NY | 14437 | PC | 2018 HISTORIC MARKER PROGRAM | $2,200 | |
| TOWN OF PORTER HISTORICAL SOCIETY | |||||||
| 240 LOCKPORT ROAD PO BOX 168 | YOUNGSTOWN | NY | 14174 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF SANDY CREEK | |||||||
| 1992 HARWOOD DRIVE PO BOX 52 | SANDY CREEK | NY | 13145 | PC | 2018 HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF SARATOGA | |||||||
| 12 SPRING STREET | SCHUYLERVILLE | NY | 12871 | PC | 2018 HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF SOUTHAMPTON | |||||||
| 116 HAMPTON ROAD | SOUTHAMPTON | NY | 11968 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF THOMPSON | |||||||
| 4052 STATE ROUTE 42 | MONTICELLO | NY | 12701 | PC | 2018 HISTORIC MARKER PROGRAM | $7,420 | |
| TOWN OF VAN BUREN | |||||||
| 7575 VAN BUREN ROAD | BALDWINSVILLE | NY | 13027 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| TOWN OF WESTMORELAND | |||||||
| STATION ROAD | WESTMORELAND | NY | 13490 | PC | 2018 HISTORIC MARKER GRANT | $1,100 | |
| TRAIL WORKS INC | |||||||
| PO BOX 43 | WILLIAMSON | NY | 14589 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| TRINITY MEMORIAL EPISCOPAL CHURCH | |||||||
| 44 MAIN STREET | BINGHAMTON | NY | 13905 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| ULSTER COUNTY CLERKS OFFICE | |||||||
| 244 FAIR STREET PO BOX 1800 | KINGSTON | NY | 12402 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| UNADILLA HISTORICAL ASSOCIATION | |||||||
| PO BOX 808 | UNADILLA | NY | 13849 | PC | 2018 PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| VILLAGE OF BERGEN | |||||||
| 11 N LAKE AVE | BERGEN | NY | 14416 | PC | 2018 NATIONAL REGISTER OF HISTORIC PLACES | $1,094 | |
| VILLAGE OF BROCKPORT | |||||||
| 127 MAIN STREET | BROCKPORT | NY | 14420 | PC | 2018 NATIONAL REGISTER PROGRAM | $2,188 | |
| VILLAGE OF CLYDE | |||||||
| 6 SOUTH PARK STREET | CLYDE | NY | 14433 | PC | 2018 HISTORIC MARKER PROGRAM | $5,500 | |
| VILLAGE OF CORINTH | |||||||
| 244 MAIN STREET | CORINTH | NY | 12822 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| VILLAGE OF GOSHEN | |||||||
| 27 MAIN STREET | GOSHEN | NY | 10924 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,094 | |
| VILLAGE OF LIVERPOOL | |||||||
| 310 SYCAMORE STREET | LIVERPOOL | NY | 13088 | PC | 2018 NATIONAL REGISTER PROGRAM | $2,188 | |
| WALLKILL CEMETERY | |||||||
| 155-160 MIDWAY ROAD | MIDDLETOWN | NY | 10940 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| WAYNE ACTION FOR RACIAL EQUALITY | |||||||
| 6923 ROTTERDAM ROAD | SODUS | NY | 14551 | PC | 2018 HISTORIC MARKER PROGRAM | $1,100 | |
| WCNY | |||||||
| PO BOX 2400 | SYRACUSE | NY | 13204 | PC | SPONSORSHIP OF ERIE CANAL PAINT PASH | $1,500 | |
| WESTCHESTER COUNTY HISTORICAL SOCIETY | |||||||
| 2199 SAW MILL RIVER ROAD | ELMSFORD | NY | 10523 | PC | 2018 HISTORIC MARKER PROGRAM | $1,060 | |
| YAKIMA VALLEY TRANSPORTATION COMPANY | |||||||
| PO BOX 796 | YAKIMA | WA | 98907 | PC | 2018 NATIONAL REGISTER PROGRAM | $1,149 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,604,340 | 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 | $51,991 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,127,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $1,165,479 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNERS L.P. | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$15,270 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,330,003 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,330,003 | 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 | $920,937 | 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 | $720,937 | FairMarketValueAmt |
| Received | 2018-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,255 | Amt |
| Net Investment Income | $8,441 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,814 | 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 | $8,333 | SL | 3.000000000000 | $1,667 | $0 |
| XEROX COPIER/PRINTER/FAX MACHINE | 2016-12-14 | $6,947 | $2,987 | 200DB | 5.000000000000 | $1,584 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (98 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC | $236,912 | $236,912 |
| ALLSCRIPTS HEALTHCARE SOLUTIONS | $18,316 | $18,316 |
| ALPHABET INC CAP STK CL A (GOOGL) | $167,194 | $167,194 |
| ALPHABET INC CAP STK CL C (GOOG) | $165,698 | $165,698 |
| ALTABA INC | $23,176 | $23,176 |
| AMAZON.COM, INC. | $2,553,349 | $2,553,349 |
| AMERICAN EXPRESS CO | $19,064 | $19,064 |
| ARCHER DANIELS MIDLAND | $81,940 | $81,940 |
| AT&T | $37,787 | $37,787 |
| AVNET INC | $141,331 | $141,331 |
| BRIGHTHOUSE FINL INC | $10,241 | $10,241 |
| CARNIVAL CORP PAIRED | $59,160 | $59,160 |
| CHEMOURS CO COM | $183,994 | $183,994 |
| CISCO SYS INC COM | $324,975 | $324,975 |
| COMMUNITY BK SYS INC | $64,130 | $64,130 |
| CORNING INC. | $45,315 | $45,315 |
| COSTCO WHOLESALE CORP | $1,263,002 | $1,263,002 |
| CVS HEALTH CORP COM | $275,184 | $275,184 |
| DELL TECHNOLOGIES | $30,240 | $30,240 |
| DISNEY WALT CO | $54,825 | $54,825 |
| DOWDUPONT INC COM | $383,933 | $383,933 |
| EBAY, INC. | $606,312 | $606,312 |
| ENTERPRISE GP HOLDINGS LP | $362,544 | $362,544 |
| EXELON CORP | $90,065 | $90,065 |
| EXXON MOBIL CORP. | $525,063 | $525,063 |
| FIDELITY BLUE CHIP | $1,669,784 | $1,669,784 |
| FIDELITY CONSERVATIVE INCOME BOND | $3,017,275 | $3,017,275 |
| FIDELITY EQUITY INCOME | $50,585 | $50,585 |
| FIDELITY EXPORT & MULTINATIONAL | $1,187,531 | $1,187,531 |
| FIDELITY GROWTH COMPANY | $1,459,659 | $1,459,659 |
| FIDELITY GROWTH STRATEGIES FUND | $349,924 | $349,924 |
| FIDELITY HIGH INCOME | $699,485 | $699,485 |
| FIDELITY INT'L DISCOVERY | $599,880 | $599,880 |
| FIDELITY LATIN AMERICA | $141,966 | $141,966 |
| FIDELITY PURITAN | $320,161 | $320,161 |
| FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT | $82,373 | $82,373 |
| FIDELITY SELECT HEALTHCARE | $150,005 | $150,005 |
| FIDELITY SELECT MEDICAL EQUIP& SYSTEM | $810,079 | $810,079 |
| FIDELITY SELECT SOFTWARE & COMPUTER | $2,212,796 | $2,212,796 |
| FIDELITY SELECT TECHNOLOGY | $595,458 | $595,458 |
| FIDELITY SELECT TELECOMM | $33,210 | $33,210 |
| FIDELITY SMALL CAP STOCK | $210,949 | $210,949 |
| FIDELITY SMALL CAP VALUE | $1,114,826 | $1,114,826 |
| FIDELITY STOCK SELECTOR | $283,166 | $283,166 |
| FIDELITY STRATEGIC REAL RETURN | $33,160 | $33,160 |
| FIDELITY VALUE | $1,081,373 | $1,081,373 |
| FORD MTR CO DEL COM | $114,191 | $114,191 |
| GARMIN LTD COM | $63,320 | $63,320 |
| GENERAL ELECTRIC CO | $59,046 | $59,046 |
| INTEL CORP | $657,020 | $657,020 |
| INTL BUSINESS MACH | $466,047 | $466,047 |
| ISHARES CORE S&P SMALLCAP ETF | $970,480 | $970,480 |
| ISHARES RUSSELL 2000 ETF | $26,780 | $26,780 |
| ISHARES TR GLB INFRASTR | $19,690 | $19,690 |
| ISHARES TRANSPORTATION AVERAGE ETF | $528,032 | $528,032 |
| JETBLUE AWYS CORP | $277,838 | $277,838 |
| JOHNSON & JOHNSON | $245,195 | $245,195 |
| JPMORGAN CHASE & CO | $97,620 | $97,620 |
| JUNIPER NETWORKS INC | $26,910 | $26,910 |
| LOEWS CORP | $50,072 | $50,072 |
| MCDONALDS CORP. | $195,327 | $195,327 |
| METLIFE INC COM | $151,922 | $151,922 |
| MICROSOFT CORP | $1,686,062 | $1,686,062 |
| NBT BANCORP INC | $120,512 | $120,512 |
| NETAPP INC | $161,109 | $161,109 |
| NORTHERN TR CORP | $234,052 | $234,052 |
| PAYPAL HOLDINGS | $1,984,524 | $1,984,524 |
| PC CONNECTION INC | $22,297 | $22,297 |
| POWERSHARES QQQ | $3,270,312 | $3,270,312 |
| PROCTER & GAMBLE CO | $18,384 | $18,384 |
| QUANTA SERVICES | $111,370 | $111,370 |
| RESMED INC | $478,254 | $478,254 |
| RINGCENTRAL INC-CLASS A | $32,976 | $32,976 |
| RITCHIE BROS AUCTIONEERS | $32,720 | $32,720 |
| ROYAL CARIBBEAN CRUISES COM | $723,646 | $723,646 |
| SABRA HEALTH CARE REIT INC | $21,276 | $21,276 |
| SCHUMBERGER LIMITED COM | $72,160 | $72,160 |
| SECTOR SPDR TR SHS BEN INT ENERGY | $779,960 | $779,960 |
| SECTOR SPDR TR SHS BEN INT FINANCIAL | $359,682 | $359,682 |
| SECTOR SPDR TR SHS BEN INT TECHNOLOGY | $650,790 | $650,790 |
| SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS | $441,201 | $441,201 |
| SELECT SECTOR SPDR TR RL EST SEL SEC | $65,503 | $65,503 |
| SELECT SECTOR SPDR TR SHS BEN INT | $343,536 | $343,536 |
| SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | $2,729,158 | $2,729,158 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | $2,824,096 | $2,824,096 |
| SPRINT NEXTEL CORP FON SHS | $3,044 | $3,044 |
| STURM RUGER & CO INC | $58,542 | $58,542 |
| SYMANTEC CORP | $4,232 | $4,232 |
| TARGET CORP COM | $112,353 | $112,353 |
| TECH DATA CORP COM | $65,448 | $65,448 |
| TJX COMPANIES INC | $814,268 | $814,268 |
| TOYOTA MOTOR CORP ADR-EACH REP 2 ORD | $313,416 | $313,416 |
| TRANSOCEAN LIMITED COM | $6,940 | $6,940 |
| UNITED STATES NATURAL GAS FUND LP UNIT | $9,266 | $9,266 |
| UNITEDHEALTH GROUP | $772,272 | $772,272 |
| VENTAS INC | $269,514 | $269,514 |
| VERIZON COMMUNICATIONS | $455,382 | $455,382 |
| WALMART STORES | $214,245 | $214,245 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,506,166 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,506,166 | 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 | $4,571 | $2,376 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,476 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,476 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON SECURITIES HELD | $3,030,728 |
| NONDEDUCTIBLE EXPENSES | $8 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS EXPENSE | $1,311 | $0 | $1,311 |
| DUES & SUBSCRIPTIONS | $1,142 | $0 | $1,142 |
| OFFICE EXPENSE | $4,167 | $0 | $4,167 |
| OUTSIDE SERVICES | $13,225 | $0 | $13,225 |
| INVESTMENT FEES | $108 | $108 | $0 |
| INSURANCE EXPENSE | $4,375 | $0 | $4,375 |
| WEBSITE | $11,828 | $0 | $11,828 |
| POSTAGE & SHIPPING | $2,797 | $0 | $2,797 |
| MEALS | $2,303 | $0 | $2,303 |
| ADVERTISING | $9,572 | $0 | $9,572 |
| CONTINUING EDUCATION | $4,207 | $0 | $4,207 |
| MEMBERSHIP FEES | $1,750 | $0 | $1,750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNERS L.P. | Desc |
| Revenue And Expenses Per Books | -$15,270 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$15,270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$15,270 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL ADMINISTRATIVE FEES | CategoryTxt |
| Amt | $3,304 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,304 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $53,106 | $0 | $0 |
| FOREIGN TAX PAID | $3,242 | $3,242 | $0 |
| PAYROLL TAXES | $18,820 | $0 | $18,820 |
| NYS FILING FEE | $1,500 | $0 | $1,500 |
Comments