GREEN FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GREEN FAMILY FOUNDATION INC (EIN 20-4256553)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-09
IRS object ID
201833139349100448
Schema version
2017v2.3
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)
Return2018-11-09T14:56:58-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARL JACOB CPAPreparerPersonNm
PTINP00435568PTIN
Phone3154729127PhoneNum
Preparation2018-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.171.181.242IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-07IPDt
IP Tm16:46:23IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE825F3FA07D5BB3F5C2464AE69E43209E2548678AtSubmissionCreationDeviceId
At Submission Filing Device Id839B000525BA44D8868BD0D312EFB01D2AE98303AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,970,466FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$55,510InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$45,845InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$216,855DividendsRevAndExpnssAmt
Dividends Net Invst Incm$212,557DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$810,475NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,544,958GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$811,389CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$42,454OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,082,840TotalRevAndExpnssAmt
Total Net Invst Incm$1,112,245TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$150,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$78,548CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$78,547CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$11,806LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,903LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,903LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,778AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,460AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$64,070OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$68,724OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$110InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$13,149TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$6,575TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$6,574TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,447OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,258OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,284OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$254,082TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$174,786TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$98,768TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$709,651ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$709,651ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$963,733TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$174,786TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$808,419TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$119,107ExcessRevenueOverExpensesAmt
Net Investment Income$937,459NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$300,743CashBOYAmt
Cash EOY$916,060CashEOYAmt
Cash EOYFMV$916,060CashEOYFMVAmt
US Government Obligations BOY$1,225,688USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,436,447USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,436,447USGovtObligationsEOYFMVAmt
Corporate Stock BOY$15,071,960CorporateStockBOYAmt
Corporate Stock EOY$16,115,364CorporateStockEOYAmt
Corporate Stock EOYFMV$16,115,364CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,082,682CorporateBondsBOYAmt
Corporate Bonds EOY$502,595CorporateBondsEOYAmt
Corporate Bonds EOYFMV$502,595CorporateBondsEOYFMVAmt
Total Assets BOY$17,681,073TotalAssetsBOYAmt
Total Assets EOY$18,970,466TotalAssetsEOYAmt
Total Assets EOYFMV$18,970,466TotalAssetsEOYFMVAmt
Other Liabilities BOY$14,080OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$14,080TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$17,666,993UnrestrictedBOYAmt
Unrestricted EOY$18,970,466UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$17,666,993TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,970,466TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,681,073TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,970,466TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,666,993TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$119,107ExcessRevenueOverExpensesAmt
Other Increases$1,184,366OtherIncreasesAmt
Subtotal$18,970,466SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$18,970,466TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - STATE STREET 0634P$1,467,556$947,548$520,008$520,008
PUBLICLY TRADED SECURITIES - MS 9932P$2,388,809$2,380,180$8,629$8,629
PUBLICLY TRADED SECURITIES - MS 5770P$406,227$405,841$386$386
CAPITAL GAINS DIVIDENDSP$282,366$282,366$282,366
FieldValueIRS element (for citing)
Capital Gain Net Income$811,389CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$875,191AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$17,378,024NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050362DistributionYr1Rt
Adjusted Qlfy Distri Yr2$893,464AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$18,088,735NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049393DistributionYr2Rt
Adjusted Qlfy Distri Yr3$903,880AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$18,397,512NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049131DistributionYr3Rt
Adjusted Qlfy Distri Yr4$782,437AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$17,614,054NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044421DistributionYr4Rt
Adjusted Qlfy Distri Yr5$923,083AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$16,643,548NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055462DistributionYr5Rt
Total Distribution0.248769TotalDistributionRt
Average Distribution0.049754AverageDistributionRt
Net Vl Noncharitable Assets$18,361,838NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$913,575AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9,375NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$922,950AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$808,419QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,749InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,749SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,749TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,565EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$8,700ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$23,265TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,516OverpaymentAmt
Applied To ES Tax$4,516AppliedToESTaxAmt
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

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$37,095$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$17,753,374AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$888,086AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,641,460TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,641,460AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$279,622CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,361,838NetVlNoncharitableAssetsAmt
Minimum Investment Return$918,092MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$918,092MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,749TaxBasedOnInvestmentIncomeAmt
Total Tax$18,749TotalTaxAmt
Distributable Before Adj$899,343DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$899,343DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$899,343DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$808,419ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$808,419QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$808,419AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$899,343DistributableAsAdjustedAmt
Undistributed Income PY$800,975UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$808,419QualifyingDistributionsAmt
Applied To Year1$800,975AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,444AppliedToCurrentYearAmt
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$891,899UndistributedIncomeCYAmt
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 FUNDING FOR A NEW OR REMODELED FACILITY; 2. CAPITAL OF SCHOLARSHIP FUNDING FOR COLLEGES AND UNIVERSITIES; 3. CAPITAL FUNDING FOR MEDICAL INSTITUTIONS; 4. CAPITAL OR START-UP FUNDING FOR EDUCATIONAL, CULTURAL, ARTISTIC AND OTHER SOCIAL SERVICE INITIATIVES; OR 5. CAPITAL, START-UP OR SCHOLARSHIP FUNDING FOR AFTER-SCHOOL, WEEKEND, OR SUMMER PROGRAMS FOR YOUTHS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION - CNY CHAPTER
441 WEST KIRKPATRICK STREETSYRACUSENY13204NONEPCEXTERIOR INSULTATION FINISHING SYSTEM$21,500
ARC OF SENECA CAYUGA
1521 CLARK STREET ROADAUBURNNY13021NONEPCCOMPUTER ASSISTED ART LABS AN PUBLIC EXHIBITION$5,000
BOYS AND GIRLS CLUB OF THE COASTAL PLAIN INC
621 W FIRE TOWER ROADWINTERVILLENC28590NONEPCPROVIDING TRANSPORTATION FOR THOSE IN NEED IN EASTER, NC$40,000
CAMP RAMAH IN NEW ENGLAND
2 COMMERCE WAYNORWOODMA02062NONEPCVOCATIONAL TRAINING FOR TEENS AND YOUNG ADULTS WITH DISABILITIES$25,000
CATHOLIC CHARITIES OF ONONDAGA COUNTY
1654 WEST ONONDAGA STREETSYRACUSENY13204NONEPCCULINARY ARTS EXPANSION$7,000
CENTER FOR FAMILY VIOLENCE CENTER
PO BOX 8429GREENVILLENC27858NONEPCTHE FAMILY CENTER: TO UPGRADE THE CHILDREN'S SERVICES$14,370
COLONIAL NEIGHBORHOOD COUNCIL
107 EAST 4TH AVENUECONSHOHOCKENPA19428NONEPCDONATION BINS$3,849
GOOD GRIEF INC
38 ELM STREETMORRISTOWNNJ07960NONEPCIN COMMUNITY: FUNDING FOR PEER SUPPORT PROGRAM, EASY ACCESSIBLE AND REPLICABLE INNNER-CITY DIRECT SUPPORT PROGRAM$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$10,000
HILLSIDE CHILDREN'S FOUNDATION
1183 MONROE AVENUEROCHESTERNY14620NONEPCHILLSIDE WORK-SCHOLARSHIP CONNECTION PHEONIX CENTER LED PROJECT$23,000
HORIZONS AT THE OAKWOOD SCHOOL
4000 MACGREGOR DOWNS ROADGREENVILLENC27834NONEPCS.T.E.A.M. PROGRAM: WILL SERVE 45 STUDENTS IN GRADES K THRU 12 DURING SUMMER 2018$20,000
INTERIM HOUSE INC
333 W UPSAL STREETPHILADELPHIAPA19119NONEPCLIFE SKILLS AND JOB READINESS PROGRAM$25,000
JEWISH HOME OF CENTRAL NEW YORK SENIOR APARTMENTS INC
4101 EAST GENESEE STREETSYRACUSENY13214NONEPCRENOVATE/UGRADE ENTRANCEWAY, BATHROOMS, PATIO, ETC.$25,000
MENORAH PARK GROUP RESIDENCES INC
4101 E GENESEE STREETSYRACUSENY13214NONEPCTO PROVIDE A GATEWAY FOR PEOPLE WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES, ESPECIALLY THOSE WITH POVERTY LEVEL INCOME$17,500
MERCY WORKS INC
1221 SOUTH SALINA STREETSYRACUSENY13202NONEPCSYNERGY INTERNSHIP PROGRAM$20,000
OCEAN GROVE CAMP MEETING ASSOCIATION
54 PITMAN AVENUEOCEAN GROVENJ07756NONEPCREPLACING BRASS ORGAN STOPS, GREAT AUDITORIUM SLIDING DOOR, AND MOVABLE DOORS$90,000
ON POINT FOR COLLEGE INC
1654 WEST ONONDAGA STSYRACUSENY13204NONEPCGAP SCHOLARSHIPS FOR ON POINT STUDENTS$25,000
ONONDAGA EARTH CORPS
SUNY EOC ROOM 239 100 NEW STREETSYRACUSENY13202NONEPCURBAN AGRICULTURE STEWARDSHIP PILOT (TO SUPPORT AN AMERICORPS SERVICE MEMBER, YOUTH STIPENDS, AND STARTUP EQUIPMENT FOR AN URBAN AGRICULTURE STEWARDSHIP PROGRAM)$7,250
PUBLIC BROADCASTING COUNCIL OF CENTRAL NEW YORK INC
415 WEST FAYETTE STREETSYRACUSENY13204NONEPCWICKNEY KIDS MASCOT WITH MATERIALS FOR EDUCATION OUTREACH$26,350
ROSAMOND GIFFORD ZOO
ONE CONSERVATION PLACESYRACUSENY13204NONEPCZOO GUIDES: PAID INTERNSHIP PROGRAM$5,000
STOKES ELEMENTARY SCHOOL PTA
2683 NC 903 NSTOKESNC27884NONEPCSOUND SYSTEM UPDATE$10,000
SYRACUSE HEBREW DAY SCHOOL
5655 THOMPSON ROADSYRACUSENY13214NONEPCHEALTHY MINDS, HEALTHY BODIES$25,000
SYRACUSE STAGE
820 EAST GENESEE STREETSYRACUSENY13210NONEPCBORN RAISED AND TRAINED (B.R.A.T.): WILL SERVE CHILDREN OF VETERANS AND ACTIVE DUTY MILITARY PERSONNEL BY ESTABLISHING LONG TERM CONNECTIONS WITH HIGH SCHOOLS SURROUNDING FORT DRUM, ETC.$15,000
THE SALVATION ARMY - ATLANTIC CITY
22 S TEXAS AVENUEATLANTIC CITYNJ08401NONEPCMULTI-PURPOSE/COMMUNITY ROOM IMPROVEMENTS$26,000
THE SALVATION ARMY - CHILDREN'S SERVICES
426 MAIN STREETHARLEYSVILLEPA19438NONEPCCARES PROGRAM - FOR (4) FAMILIES, 10-WEEK INTENSIVE OUTPATIENT INTERVENTION$10,000
THE SALVATION ARMY - GREATER PHILADELPHIA
4050 CONHOHOCKEN AVENUEPHILADELPHIAPA19131NONEPC(2) NEW DAY DROP-IN CENTER - CASE MANAGERS TRAINING, PATHWAY OF HOPE (2) CASE MANAGERS TRAINING$8,000
THE SALVATION ARMY - GREENVILLE
2337 W DICKINSON AVENUEGREENVILLENC27834NONEPCTO OFFSET THE COST TO PUT A WALK-IN COOLER & FREEZER IN REMODELED BUILDING AS PART OF THEIR 3-BUILDING PROJECT$32,150
THE SALVATION ARMY - HONESDALE
100 FOURTH STREETHONESDALEPA18431NONEPCJOURNEY OF HOPE/EMERGENCY SERVICES$25,000
THE SALVATION ARMY - RHODE ISLAND
34 COMMERCIAL STREETCRANSTONRI02905NONEPCPROJECT BREAK THROUGH: BRINGING PEOPLE TO A HIGHER GROUND - A MENTORING & EDUCATIONAL COMPONENT FOR THE WHOLE FAMILY$10,182
THE SALVATION ARMY - STAR LAKE
440 WEST NYACK ROADWEST NYACKNY10994NONEPCTRAVEL/INCIDENTAL & RECRUITMENT EXPENSES FOR BUDD/STREHLE/ROYLE PROGRAM$5,000
THE SALVATION ARMY - WEST NYACK
440 WEST NYACK ROADWEST NYACKNY10994NONEPCFUTURE ALL-STARS WEEKEND 2018 - NEW YORK STAFF BAND$25,000
THE UPSTATE FOUNDATION INC
750 EAST ADAMS STREETSYRACUSENY13210NONEPCADAPTIVE DESIGN: CARDBOARD SOLUTIONS FOR CHILDREN WITH SPINA BIFIDA$17,500
VERA HOUSE
6181 THOMPSON ROAD SUITE 100SYRACUSENY13206NONEPCSHELTER BASEMENT RENOVATION$40,000
YWCA OF PRINCETON
59 PAUL ROBESON PLACEPRINCETONNJ08540NONEPCBUILDING BRIDGES THROUGH MIND, BODY & SPIRIT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$709,651TotalGrantOrContriPdDurYrAmt
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$55,510ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$216,855ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$810,475ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,082,840ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,082,840TotalIncomeProducingActyAmt

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$13,500Amt
Net Investment Income$10,778NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,460DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY (#9932)$432,499$432,499
MORGAN STANLEY (#5770)$44,121$44,121
MORGAN STANLEY (#6798)$25,975$25,975

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STATE STREET BANK AND TRUST (#0634)$2,707,308$2,707,308
FIDELITY DIVERSIFIED INTERNATIONAL (#5667)$2,241,442$2,241,442
MORGAN STANLEY (#6785)$1,348,008$1,348,008
SPARTAN 500 INDEX FUND ADV CL (#5667)$4,284,989$4,284,989
BLACK ROCK GLOBAL ALLOCATION$887,734$887,734
BLACK ROCK CAPITAL APPRECIATION FUND$1,119,819$1,119,819
VANGUARD DIVIDEND GROWTH (#7218)$684,459$684,459
VANGUARD ST INVESTMENT GRADE FUND (#7218)$2,282,833$2,282,833
VANGUARD ST INF PRO$558,772$558,772

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,436,447USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,436,447USGovtObligationsEOYFMVAmt
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$11,806LegalFeesAmt
Net Investment Income$5,903NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,903DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$182$91$91
INSURANCE EXPENSE$882$441$441
POSTAGE & SHIPPING$355$178$177
FILING FEES$28$0$28
DEFERRED COMPENSATION$0$3,548$3,547

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENT PARTNERS SCHEDULE K-1Desc
Net Investment Income$42,454NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIES HELDDesc
Amt$1,184,366Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED COMPENSATIONDesc
BOY Book Value$14,080BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$64,070Amt
Net Investment Income$68,724NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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