WILLIAM G POMEROY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G POMEROY FOUNDATION (EIN 20-6572301)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-23
- IRS object ID
- 201832049349100303
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-23T09:43:22-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-07-11 | 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 | 2018-07-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,074,136 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,361,546 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $42,744 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42,744 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $990,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $990,545 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $528,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $532,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $528,291 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$23,993 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$29,673 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,899,133 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,531,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $77,861 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $77,861 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,474 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,474 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $488 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $488 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,391 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,464 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,379 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,879 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,973 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,711 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,711 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $91,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $90,997 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $213,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,378 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $192,495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,575,272 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,575,272 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,789,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,378 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,767,767 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,110,015 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,524,529 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,709,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,435,778 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,435,778 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,306,548 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,374,387 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,374,387 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $39,378,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,258,344 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,258,344 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,947 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,320 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,600 | LandBOYAmt |
| Land EOY | $5,627 | LandEOYAmt |
| Land EOYFMV | $5,627 | LandEOYFMVAmt |
| Total Assets BOY | $56,406,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,074,136 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,074,136 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $56,406,683 | UnrestrictedBOYAmt |
| Unrestricted EOY | $65,074,136 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,406,683 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,074,136 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,406,683 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,074,136 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,406,683 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,110,015 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,557,450 | OtherIncreasesAmt |
| Subtotal | $65,074,148 | SubtotalAmt |
| Other Decreases | $12 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,074,136 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS LP | $509 | -$509 | -$509 | |||
| UNITED STATES NATURAL GAS FUND LP | $3,886 | -$3,886 | -$3,886 | |||
| DOWDUPONT INC (CASH IN LIEU) | $8 | $5 | $5 | 2016-01-01 | 2017-09-05 | $13 |
| BRIGHTHOUSE FINL INC (CASH IN LIEU) | $9 | $12 | $12 | 2016-01-01 | 2017-08-10 | $21 |
| SABRA HEALTH CARE REIT INC (CASH IN LIEU) | $5 | $5 | $5 | 2016-01-01 | 2017-08-22 | $10 |
| FIDELITY INVESTMENTS - 2784 (CAPITAL GAIN DISTRIBUTION) | $532,664 | $532,664 | $532,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $528,291 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,505,820 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,210,853 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042766 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,279,183 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,389,607 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042093 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,086,019 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,296,104 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041300 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $870,752 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,457,501 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040580 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $736,066 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,619,126 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041777 | DistributionYr5Rt |
| Total Distribution | 0.208516 | TotalDistributionRt |
| Average Distribution | 0.041703 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $59,629,805 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,486,742 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,245 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,501,987 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,767,767 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,645 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,645 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,846 | TaxDueAmt |
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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | $77,537 | $14,474 | $374 |
| 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 | $44,715,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,821,985 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,537,873 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,537,873 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $908,068 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,629,805 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,981,490 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,981,490 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,491 | TotalTaxAmt |
| Distributable Before Adj | $2,950,999 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,950,999 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,950,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,767,767 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,767,767 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,767,767 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,950,999 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,733,537 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,767,767 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,733,537 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,230 | 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 | $2,916,769 | 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 (131 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AASLH | ||||||||
| 2021 21ST AVE SOUTH SUITE 320 | NASHVILLE | TN | 37212 | N/A | PC | MEMBERSHIP | $118 | |
| AFTON HISTORICAL SOCIETY | ||||||||
| PO BOX 142 | AFTON | NY | 13730 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| ALEXANDRIA TOWNSHIP HISTORICAL SOCIETY | ||||||||
| PO BOX 695 36 MARKET STREET | ALEXANDRIA BAY | NY | 13607 | N/A | PC | NATIONAL REGISTER PROGRAM | $1,094 | |
| AMERICAN POMEROY HISTORIC GENEALOGICAL ASSOCIATION | ||||||||
| 492 E BRIGHTON AVENUE | SYRACUSE | NY | 13210 | N/A | POF | DONATION | $77,005 | |
| AMERICAN RED CROSS | ||||||||
| 344 WEST GENESEE STREET | SYRACUSE | NY | 13202 | N/A | PC | DONATION | $500 | |
| AMITYVILLE HISTORICAL SOCIETY | ||||||||
| 170 BROADWAY | AMITYVILLE | NY | 11701 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| ANDERSON FALLS HISTORICAL SOCIETY | ||||||||
| 96 CLINTON STREET | KEESEVILLE | NY | 12944 | N/A | PC | HISTORIC MARKER PROGRAM | $2,120 | |
| APHNY | ||||||||
| PO BOX 55 | GROTON | NY | 13073 | N/A | PC | APHNYS CONF PLATINUM SPONSOR | $1,000 | |
| ASSOCIATION FOR A BUFFALO PRESIDENTIAL CENTER | ||||||||
| PO BOX 524 | BUFFALO | NY | 14213 | N/A | PC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| AURORA MASONIC CENTER | ||||||||
| PO BOX 74 325 MAIN STREET | AURORA | NY | 13026 | N/A | PC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| AUSTERLITZ HISTORICAL SOCIETY | ||||||||
| PO BOX 144 11550 STATE ROUTE 22 | AUSTERLITZ | NY | 12017 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| BE THE MATCH FOUNDATION | ||||||||
| 500 NORTH 5TH STREET | MINNEAPOLIS | MN | 554011206 | N/A | PC | DONATION | $64,500 | |
| BETHEL WOODS CENTER FOR THE ARTS | ||||||||
| PO BOX 222 ONE CABLEVISION CENTER | LIBERTY | NY | 12754 | N/A | PC | NATIONAL REGISTER PROGRAM | $1,670 | |
| BMT INFONET | ||||||||
| 1548 OLD SKOKIE ROAD UNIT 1 | HIGHLAND PARK | IL | 60035 | N/A | PC | SYMPOSIUM SPONSORSHIP | $10,000 | |
| CARINGBRIDGE | ||||||||
| 2750 BLUE WATER ROAD SUITE 275 | EAGAN | MN | 55121 | N/A | PC | DONATION | $500 | |
| CENTRAL NEW YORK GENEALOGICAL SOCIETY | ||||||||
| PO BOX 104 | SYRACUSE | NY | 13205 | N/A | PC | CONTRIBUTION | $1,000 | |
| CHITTENANGO LANDING CANAL BOAT MUSEUM | ||||||||
| 7010 LAKEPORT ROAD | CHITTENANGO | NY | 13037 | N/A | PC | DONATION | $100 | |
| CHURCH OF ST MARY OF CHAMPLAIN | ||||||||
| PO BOX 368 86 CHURCH STREET | CHAMPLAIN | NY | 12919 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| CITY OF GLEN COVE | ||||||||
| 9 GLEN STREET | GLEN COVE | NY | 11542 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| CNY COMMUNITY FOUNDATION | ||||||||
| 431 EAST FAYETTE STREET SUITE 100 | SYRACUSE | NY | 13202 | N/A | PC | HISTORIC MARKER PROGRAM & DONATION | $11,060 | |
| COHOCTON HISTORICAL SOCIETY | ||||||||
| PO BOX 177 14 MAPLE AVENUE | COHOCTON | NY | 14826 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| COLUMBIA COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 311 5 ALBANY AVENUE | KINDERHOOK | NY | 12106 | N/A | PC | LEGEND AND LORE PROGRAM | $1,060 | |
| COLUMBIAN PRESBYTERIAN CHURCH | ||||||||
| PO BOX 270 5994 ROUTE 11 | LAFAYETTE | NY | 13084 | N/A | PC | MATCHING GRANT | $2,000 | |
| COMMUNITY ARTS OF ELMIRA | ||||||||
| 413 LAKE STREET | ELMIRA | NY | 14901 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| CROUSE HEALTH FOUNDATION | ||||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | N/A | PC | ENCORE PROM, TRIBUTE EVENING, 3RD INSTALLMENT - CCC, ESD NAMING | $761,000 | |
| CROUSE HOSPITAL AUXILIARY | ||||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | N/A | PC | LIGHTS OF LOVE SPONSOR | $1,000 | |
| CUMSEWOGUE HISTORICAL SOCIETY | ||||||||
| PO BOX 585 | PORT JEFFERSON STATION | NY | 11776 | N/A | PC | HISTORIC MARKER PROGRAM | $2,120 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE DIVISION OF | BROOKLINE | MA | 02445 | N/A | PC | AML RESEARCH FUND | $333,333 | DEVELOPMENT FLOOR 6 |
| DYCKMAN FARMHOUSE MUSEUM | ||||||||
| 4881 BROADWAY | NEW YORK | NY | 10034 | N/A | PC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| ELIZABETH CADY STANTON WOMEN'S CONSORTIUM | ||||||||
| PO BOX 251 | JOHNSTOWN | NY | 12095 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| ELMA HISTORICAL SOCIETY | ||||||||
| 3011 BOWEN ROAD | ELMA | NY | 14059 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| ERIE CANAL MUSEUM | ||||||||
| 318 ERIE BOULEVARD EAST | SYRACUSE | NY | 13202 | N/A | PC | 31ST ANNUAL GINGERBREAD SPONSOR | $1,500 | |
| ERIE CANALWAY HERITAGE FUND INC | ||||||||
| PO BOX 219 | WATERFORD | NY | 12188 | N/A | PC | 5 PLAQUES TO COMMEMORATE BARGE CANAL AS NATIONAL LANDMARK | $2,500 | |
| FIRST CONGREGATIONAL CHURCH AND SOCIETY OF ALBANY | ||||||||
| 405 QUAIL STREET | ALBANY | NY | 12208 | N/A | PC | NATIONAL REGISTER PROGRAM | $463 | |
| FLY CREEK AREA HISTORICAL SOCIETY | ||||||||
| PO BOX 87 210 CEMETERY ROAD | FLY CREEK | NY | 13337 | N/A | PC | LEGENDS AND LORE PROGRAM, HISTORIC MARKER PROGRAM | $5,300 | |
| FORT EDWARD HISTORICAL ASSOCIATION | ||||||||
| 22-29 BROADWAY | FORT EDWARD | NY | 12828 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| FORT PLAIN MUSEUM | ||||||||
| 389 CANAL STREET | FORT PLAIN | NY | 13339 | N/A | PC | CONTRIBUTION EARMARKED FOR MOHAWK COUNTRY INC | $10,000 | |
| FREEPORT LANDMARKS PRESERVATION COMMISSION | ||||||||
| 46 N OCEAN AVENUE | FREEPORT | NY | 11520 | N/A | PC | HISTORIC MARKER PROGRAM | $2,120 | |
| FRIENDS OF EAST GATE INC | ||||||||
| 408 COLLINS STREET | HILLSDALE | NY | 12546 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| FRIENDS OF TACONIC STATE PARK | ||||||||
| 244 NY-344 | COPAKE FALLS | NY | 12517 | N/A | PC | DONATION, NATIONAL REGISTER PROGRAM | $1,194 | |
| FRIENDS OF THE IRONDALE SCHOOLHOUSE | ||||||||
| PO BOX 876 | MILLERTON | NY | 12546 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| FRIENDS OF THE SARATOGA BATTLEFIELD | ||||||||
| 548 ROUTE 32 | STILLWATER | NY | 12170 | N/A | PC | COLONEL LEVEL DONOR - SARATOGA SURRENDER SITE PROJ. | $5,000 | |
| FRIENDS OF THE TRACY | ||||||||
| PO BOX 225 | CHATHAM | NY | 12037 | N/A | PC | NATIONAL REGISTER PROGRAM | $1,094 | |
| GENEVA HISTORICAL SOCIETY | ||||||||
| 543 SOUTH MAIN STREET | GENEVA | NY | 14456 | N/A | PC | CENTENNIAL HISTORIC MARKER PROGRAM | $1,060 | |
| GEORGE & REBECCA BARNES FOUNDATION INC | ||||||||
| 990 JAMES STREET | SYRACUSE | NY | 13203 | N/A | PC | DONATION | $1,000 | |
| GOLDENS BRIDGE HAMLET ORGANIZATION | ||||||||
| 14 GREEN HILL ROAD | GOLDENS BRIDGE | NY | 10526 | N/A | PC | NATIONAL REGISTER PROGRAM | $1,060 | |
| GUILFORD HISTORICAL SOCIETY | ||||||||
| PO BOX 201 | GUILFORD | NY | 13780 | N/A | PC | NATIONAL REGISTER PROGRAM | $1,094 | |
| H LEE WHITE MARITIME MUSEUM AT OSWEGO | ||||||||
| 1 WEST FIRST STREET | OSWEGO | NY | 13126 | N/A | PC | NATIONAL REGISTER PROGRAM | $463 | |
| HISTORIC NORTHAMPTON | ||||||||
| 46 BRIDGE STREET | NORTHAMPTON | MA | 01060 | N/A | PC | CONTRIBUTION TOWARD CHALLENGE GRANT | $10,000 | |
| HOSPICE FOUNDATION OF CNY | ||||||||
| 990 SEVENTH NORTH STREET | LIVERPOOL | NY | 13088 | N/A | PC | DONATION | $500 | |
| HUMANITIES OF NEW YORK | ||||||||
| 150 BROADWAY SUITE 1700 | NEW YORK | NY | 10038 | N/A | PC | SUFFRAGE SELFIES PROGRAM, CENTENNIAL MARKER PROGRAM | $4,560 | |
| JUNETEENTH | ||||||||
| PO BOX 973 | SYRACUSE | NY | 13201 | N/A | PC | JUNETEENTH 2017 EXHIBITOR | $100 | |
| LAKE GEORGE BATTLEFIELD PARK ALLIANCE | ||||||||
| PO BOX 26 | LAKE GEORGE | NY | 12845 | N/A | PC | SITE IMPROVEMENTS | $3,000 | |
| LAKE RONKONKOMA HERITAGE ASSOCIATION | ||||||||
| 4 CHERRY STREET | LAKE RONKONKOMA | NY | 11779 | N/A | PC | CENTENNIAL HISTORIC MARKER PROGRAM, HISTORIC MARKER PROGRAM | $5,300 | |
| LANSINGBURGH HISTORICAL SOCIETY | ||||||||
| PO BOX 219 | TROY | NY | 12182 | N/A | PC | CENTENNIAL HISTORIC MARKER PROGRAM | $1,060 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 4053 MAPLE ROAD SUITE 105 | AMHERST | NY | 14226 | N/A | PC | LIGHT THE NIGHT | $10,000 | |
| MACEDON HISTORICAL SOCIETY | ||||||||
| PO BOX 303 | MACEDON | NY | 14502 | N/A | PC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| MANLIUS HISTORICAL SOCIETY | ||||||||
| 109 PLEASANT STREET PO BOX 28 | MANLIUS | NY | 13104 | N/A | PC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| MARROW NATION | ||||||||
| 3433 CARMICHAEL STREET | PALM HARBOR | FL | 34684 | N/A | PC | BONE MARROW DRIVE | $19,000 | |
| MARTINSBURG HISTORICAL SOCIETY | ||||||||
| PO BOX 17 | MARTINSBURG | NY | 13404 | N/A | PC | NATIONAL REGISTER PROGRAM | $463 | |
| MASTIC PENNINSULA HISTORICAL SOCIETY | ||||||||
| PO BOX 333 | MASTIC | NY | 11950 | N/A | PC | HISTORIC MARKER GRANT | $1,060 | |
| MCMAHONRYAN CHILD ADVOCACY CENTER | ||||||||
| 601 EAST GENESEE STREET | SYRACUSE | NY | 13202 | N/A | PC | 100 HOLES FOR KIDS | $500 | |
| MEADOWMOUNT SCHOOL OF MUSIC | ||||||||
| 1424 COUNTY ROUTE 10 | WESTPORT | NY | 12993 | N/A | PC | CENTENNIAL HISTORIC MARKER PROGRAM | $1,060 | |
| MILITARY HISTORY SOCIETY OF ROCHESTER | ||||||||
| 250 NORTH GOODMAN STREET | ROCHESTER | NY | 14607 | N/A | PC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| MONTEZUMA HISTORICAL SOCIETY | ||||||||
| PO BOX 476 | MONTEZUMA | NY | 13117 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| MONTGOMERY COUNTY DEPT OF HISTORY & ARCHIVES | ||||||||
| PO BOX 1500 9 PARK STREET | FONDA | NY | 12068 | N/A | PC | NATIONAL REGISTER PROGRAM | $1,094 | |
| NAMI CAYUGA COUNTY | ||||||||
| 17 LANSING STREET | AUBURN | NY | 13021 | N/A | PC | CLINTON'S DITCH PLAY | $250 | |
| NANTICOKE VALLEY HISTORICAL SOCIETY | ||||||||
| 13 NATICOKE ROAD PO BOX 75 | MAIN | NY | 13802 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| NARROW BAY HISTORICAL SOCIETY | ||||||||
| PO BOX 317 | MASTIC BEACH | NY | 11951 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| NEW YORK FOLKLORE SOCIETY | ||||||||
| 129 JAY STREET | SCHENECTADY | NY | 12305 | N/A | PC | LEGENDS AND LORE PROGRAM | $2,000 | |
| NEW YORK GENEOLOGICAL & BIOGRAPHICAL SOCIETY | ||||||||
| 36 WEST 44TH STREET 7TH FLOOR | NEW YORK | NY | 10036 | N/A | PC | CONTRIBUTION, PREMIER SPONSOR OF NYS ARCHIVES AUTHORIZED GUIDE | $30,000 | |
| NYCHTN | ||||||||
| 474 SNELL ROAD | GENEVA | NY | 14456 | N/A | PC | WOMEN'S SUFFRAGE CONFERENCE EXHIBIT | $50 | |
| OHIO HISTORY CONNECTION | ||||||||
| 800 EAST 17TH AVENUE | COLUMBUS | OH | 43211 | N/A | PC | OHIO HISTORICAL MARKERS (4), OHIO CORP LIMIT MARKER (1) | $11,800 | |
| OLD SOUTH HAVEN PRESBYTERIAN CHURCH | ||||||||
| PO BOX 203 | BROOKHAVEN | NY | 11719 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| OLEAN DAR | ||||||||
| PO BOX 516 | PORTVILLE | NY | 14770 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| ONONDAGA HISTORICAL ASSOCIATION | ||||||||
| 321 MONTGOMERY STREET | SYRACUSE | NY | 13202 | N/A | PC | SUPPORTING SPONSOR - GALA | $2,650 | |
| OTSELIC VALLEY FISHING AND HERITAGE SOCIETY | ||||||||
| PO BOX 113 | SOUTH OTSELIC | NY | 13155 | N/A | PC | HISTORIC MARKER PROGRAM | $3,180 | |
| RAPP ROAD HISTORICAL ASSOCIATION | ||||||||
| 14 RAPP ROAD | ALBANY | NY | 12203 | N/A | PC | NATIONAL REGISTER PROGRAM | $1,094 | |
| SAG HARBOR WHALING & HISTORICAL MUSEUM | ||||||||
| 200 MAIN STREET | SAG HARBOR | NY | 11963 | N/A | PC | CENTENNIAL HISTORIC MARKER PROGRAM | $1,060 | |
| SARAH'S GUEST HOUSE | ||||||||
| 100 ROBERTS AVENUE | SYRACUSE | NY | 13207 | N/A | PC | 2018 LEUKEMIA PATIENTS AND FAMILIES | $5,000 | |
| SOUTH BAY VFW POST 8300 INC | ||||||||
| 65 BELLHAVEN ROAD | BROOKHAVEN | NY | 11719 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| STANFORD HISTORICAL SOCIETY | ||||||||
| PO BOX 552 | BANGALL | NY | 12506 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TAYLOR HISTORICAL SOCIETY | ||||||||
| 4332 CHENINGO-SOLON POND ROAD | CINCINNATUS | NY | 13040 | N/A | PC | HISTORIC MARKER GRANT | $1,060 | |
| THE BOWNE HOUSE HISTORICAL SOCIETY | ||||||||
| 3701 BOWNE STREET | FLUSHING | NY | 11354 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| THE COLONIAL WILLIAMSBURG FOUNDATION | ||||||||
| 310 SOUTH ENGLAND STREET | WILLIAMSBURG | VA | 23185 | N/A | PC | DONATION | $100 | |
| THE ESPERANCE HISTORICAL SOCIETY AND MUSEUM | ||||||||
| 123 CHURCH STREET | ESPERANCE | NY | 12066 | N/A | PC | LEGEND AND LORE PROGRAM | $1,060 | |
| THE LONG ISLAND WOMAN SUFFRAGE ASSOCIATION INC | ||||||||
| 18 NORTHFIELD ROAD | GLEN COVE | NY | 11542 | N/A | PC | CENTENNIAL HISTORIC MARKER PROGRAM, HISTORIC MARKER PROGRAM | $2,120 | |
| THE SALVATION ARMY | ||||||||
| 677 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | N/A | PC | DOME DAY, CIVIC LUNCHEON | $5,750 | |
| THE WHALING MUSEUM & EDUCATION CENTER | ||||||||
| 279 MAIN STREET | COLD SPRING HARBOR | NY | 11724 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TIOGA COUNTY | ||||||||
| PO BOX 231 | OWEGO | NY | 13827 | N/A | PC | CENTENNIAL HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF BABYLON | ||||||||
| 47 WEST MAIN STREET SUITE 2 | BABYLON | NY | 11704 | N/A | PC | CENTENNIAL HISTORIC MARKER PROGRAM, HISTORIC MARKER PROGRAM | $12,720 | |
| TOWN OF BALLSTON | ||||||||
| 323 CHARLTON ROAD | BALLSTON SPA | NY | 12020 | N/A | PC | NATIONAL REGISTER PROGRAM | $463 | |
| TOWN OF CORINTH | ||||||||
| 600 PALMER AVENUE | CORINTH | NY | 12822 | N/A | PC | NATIONAL REGISTER PROGRAM | $1,094 | |
| TOWN OF DEERPARK | ||||||||
| 420 ROUTE 209 PO BOX 621 | HUGUENOT | NY | 12746 | N/A | PC | HISTORIC MARKER PROGRAM, LEGENDS AND LORE PROGRAM | $2,120 | |
| TOWN OF DEKALB HISTORICAL ASSOCIATION | ||||||||
| PO BOX 111 696 E DEKALB STREET | DEKALB JUNCTION | NY | 13630 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF DIANA HISTORICAL MUSEUM | ||||||||
| PO BOX 216 | HARRISVILLE | NY | 13648 | N/A | PC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| TOWN OF FARMINGTON | ||||||||
| 1000 COUNTY ROAD 8 | FARMINGTON | NY | 14425 | N/A | PC | LEGEND AND LORE PROGRAM | $1,060 | |
| TOWN OF HARTWICK HISTORICAL SOCIETY | ||||||||
| PO BOX 1 | HARTWICK | NY | 13348 | N/A | PC | NATIONAL REGISTER PROGRAM | $1,094 | |
| TOWN OF JERUSALEM | ||||||||
| 3817 ITALY HILL ROAD | BRANCHPORT | NY | 14418 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF KIRKLAND | ||||||||
| PO BOX 235 | CLINTON | NY | 13323 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF LYSANDER | ||||||||
| 8220 LOOP ROAD | BALDWINSVILLE | NY | 13027 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF MACEDON | ||||||||
| 32 MAIN STREET | MACEDON | NY | 14502 | N/A | PC | CENTENNIAL HISTORIC MARKER PROGRAM | $2,120 | |
| TOWN OF MIDDLESEX | ||||||||
| 1216 ROUTE 245 PO BOX 147 | MIDDLESEX | NY | 14507 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF MONROE | ||||||||
| 1465 ORANGE TURNPIKE | MONROE | NY | 10950 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF NEW HAVEN | ||||||||
| PO BOX 141 | NEW HAVEN | NY | 13121 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF NORTH HEMPSTEAD | ||||||||
| 220 PLANDOME ROAD | MANHASSET | NY | 11030 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF NORTHAMPTON | ||||||||
| 412 SOUTH MAIN STREET | NORTHVILLE | NY | 12134 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF POMPEY HISTORICAL SOCIETY | ||||||||
| 8354 ROUTE 20 POMPEY TOWN HALL | MANLIUS | NY | 13104 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF RUSH | ||||||||
| 5977 E HENRIETTA ROAD | RUSH | NY | 14543 | N/A | PC | HISTORIC MARKER PROGRAM | $3,160 | |
| TOWN OF SARANAC | ||||||||
| 3662 ROUTE 3 | SARANAC | NY | 12981 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TOWN OF SARATOGA | ||||||||
| 12 SPRING STREET | SCHUYLERVILLE | NY | 12871 | N/A | PC | LEGENDS AND LORE PROGRAM | $1,060 | |
| TOWN OF VESTAL | ||||||||
| 605 VESTAL PARKWAY WEST | VESTAL | NY | 13850 | N/A | PC | HISTORIC MARKER GRANT | $3,180 | |
| TOWN OF WILSON | ||||||||
| 375 LAKE STREET PO BOX 537 | WILSON | NY | 14172 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TRAIL WORKS INC | ||||||||
| PO BOX 43 | WILLIAMSON | NY | 14589 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| TRUMANSBURG CONSERVATORY OF FINE ARTS INC | ||||||||
| PO BOX 1053 | TRUMANSBURG | NY | 14886 | N/A | PC | NATIONAL REGISTER PROGRAM | $463 | |
| UNDERGROUND RAILROAD CONSORTIUM OF NEW YORK STATE | ||||||||
| 194 LIVINGSTON AVENUE | ALBANY | NY | 12210 | N/A | PC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| URBAN SOLUTION NETWORK | ||||||||
| 401 SOUTH AVENUE | SYRACUSE | NY | 13204 | N/A | PC | BONE MARROW DRIVE - BLACK EXPO - BLACK NURSES ROCK | $50 | |
| VILLAGE OF EAST HAMPTON | ||||||||
| 86 MAIN STREET | EAST HAMPTON | NY | 11937 | N/A | PC | CENTENNIAL HISTORIC MARKER PROGRAM | $1,060 | |
| VILLAGE OF FORT PLAIN | ||||||||
| 168 CANAL STREET | FORT PLAIN | NY | 13339 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| VILLAGE OF JORDAN | ||||||||
| 7 MECHANIC STREET PO BOX 561 | JORDAN | NY | 13080 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| VILLAGE OF SKANEATELES | ||||||||
| 26 FENNELL STREET | SKANEATELES | NY | 13152 | N/A | PC | NATIONAL REGISTER PROGRAM | $1,094 | |
| VILLAGE OF WALDEN | ||||||||
| 1 MUNICIPAL SQUARE | WALDON | NY | 12586 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| WAMC NORTHEAST PUBLIC RADIO | ||||||||
| 318 CENTRAL AVENUE | ALBANY | NY | 12206 | N/A | PC | 3 PODCASTS - EMPIRE STATE PERSPECTIVES (WORKING TITLE) | $5,000 | |
| WANTAGH PRESERVATION SOCIETY | ||||||||
| PO BOX 132 | WANTAGH | NY | 11793 | N/A | PC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| WARREN COUNTY HISTORICAL SOCIETY | ||||||||
| 195 SUNNYSIDE ROAD | QUEENSBURY | NY | 12804 | N/A | PC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |
| WATERFORD HISTORICAL MUSEUM AND CULTURAL CENTER | ||||||||
| 2 MUSEUM LANE | WATERFORD | NY | 12188 | N/A | PC | PROFESSIONAL DEVELOPMENT GRANT | $550 | |
| WCNY | ||||||||
| 415 W FAYETTE STREET | SYRACUSE | NY | 13204 | N/A | PC | UNDERWRITE ERIE: THE CANAL THAT BUILT AMERICA & HISTORIC MARKER VIGNETTES | $55,150 | |
| WEST SENECA HISTORICAL SOCIETY | ||||||||
| 919 MILL ROAD | WEST SENECA | NY | 14224 | N/A | PC | LEGENDS AND LORE PROGRAM | $1,060 | |
| WILSON HISTORICAL SOCIETY | ||||||||
| PO BOX 830 645 LAKE STREET | WILSON | NY | 14172 | N/A | PC | HISTORIC MARKER PROGRAM | $1,060 | |
| WOODINVILLE HERITAGE SOCIETY | ||||||||
| 14121 NE 171ST STREET | WOODINVILLE | WA | 98072 | N/A | PC | WA NATIONAL REGISTER PROGRAM | $475 | |
| YAPHANK HISTORICAL SOCIETY | ||||||||
| PO BOX 111 | YAPHANK | NY | 11380 | N/A | PC | CENTENNIAL HISTORIC MARKER PROGRAM | $1,060 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,575,272 | 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 | $42,744 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $990,545 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $528,291 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L.P. | 14 | -$29,583 | |
| UNITED STATES NATURAL GAS FUND LP | 14 | -$90 | |
| RECOVERY OF PRIOR YEAR GRANTS | $5,680 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,531,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,680 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,537,587 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11C | LineNumberTxt |
| Relationship Statement | AMOUNT REPRESENTS REFUNDS OF UNUSED GRANT FUNDS TREATED AS QUALIFYING DISTRIBUTIONS IN PRIOR YEARS. | RelationshipStatementTxt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM G POMEROY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3355 SENTINEL HEIGHTS ROAD | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,361,546 | 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 | $621,546 | FairMarketValueAmt |
| Received | 2017-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,855 | Amt |
| Net Investment Income | $4,391 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,464 | 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 | $5,000 | SL | 3.000000000000 | $3,333 | $0 |
| XEROX COPIER/PRINTER/FAX MACHINE | 2016-12-14 | $6,947 | $347 | 200DB | 5.000000000000 | $2,640 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DONOR ADVISED FUNDS | IdentifierTxt |
| Form And Line Reference | 990-PF, PART VII-A, NUMBER 12 | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS TO A DONOR ADVISED FUND ARE TREATED AS QUALIFYING DISTRIBUTIONS BY THE FOUNDATION. DISTRIBUTIONS FROM THE DONOR ADVISED FUND WILL BE USED TO PROVIDE FINANCIAL SUPPORT TO AN ORGANIZATION ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, OR EDUCATIONAL PURPOSES. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (94 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVNET INC | $155,112 | $155,112 |
| ALTABA INC | $27,940 | $27,940 |
| BRIGHTHOUSE FINL INC | $19,703 | $19,703 |
| GENERAL ELECTRIC CO | $136,110 | $136,110 |
| INTL BUSINESS MACH | $629,022 | $629,022 |
| MICROSOFT CORP | $1,419,964 | $1,419,964 |
| PC CONNECTION INC | $19,658 | $19,658 |
| POWERSHARES QQQ | $3,224,232 | $3,224,232 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | $2,748,658 | $2,748,658 |
| SECTOR SPDR TR SHS BEN INT FINANCIAL | $393,531 | $393,531 |
| SYMANTEC CORP | $6,285 | $6,285 |
| VERIZON COMMUNICATIONS | $428,733 | $428,733 |
| WALMART STORES | $207,375 | $207,375 |
| FIDELITY INT'L DISCOVERY | $723,939 | $723,939 |
| FIDELITY LATIN AMERICA | $158,398 | $158,398 |
| FIDELITY SMALL CAP STOCK | $238,529 | $238,529 |
| FIDELITY BLUE CHIP | $1,652,057 | $1,652,057 |
| FIDELITY SMALL CAP VALUE | $1,312,152 | $1,312,152 |
| FIDELITY SELECT TECHNOLOGY | $652,825 | $652,825 |
| FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT | $79,241 | $79,241 |
| FIDELITY SELECT TELECOMM | $36,107 | $36,107 |
| FIDELITY PURITAN | $334,068 | $334,068 |
| FIDELITY SELECT SOFTWARE & COMPUTER | $2,123,880 | $2,123,880 |
| FIDELITY EXPORT & MULTINATIONAL | $1,280,635 | $1,280,635 |
| FIDELITY VALUE | $1,308,289 | $1,308,289 |
| VENTAS INC | $276,046 | $276,046 |
| ALLSCRIPTS HEALTHCARE SOLUTIONS | $27,645 | $27,645 |
| AMAZON.COM, INC. | $1,988,099 | $1,988,099 |
| EBAY, INC. | $815,184 | $815,184 |
| ENTERPRISE GP HOLDINGS LP | $364,342 | $364,342 |
| EXXON MOBIL CORP. | $560,388 | $560,388 |
| MCDONALDS CORP. | $189,332 | $189,332 |
| FIDELITY HIGH INCOME | $758,763 | $758,763 |
| EXELON CORP | $78,702 | $78,702 |
| ISHARES CORE S&P SMALLCAP ETF | $1,075,340 | $1,075,340 |
| SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | $2,771,418 | $2,771,418 |
| TOYOTA MOTOR CORP ADR-EACH REP 2 ORD | $343,359 | $343,359 |
| DOWDUPONT INC COM | $511,288 | $511,288 |
| FORD MTR CO DEL COM | $186,438 | $186,438 |
| INTEL CORP | $646,240 | $646,240 |
| SPRINT NEXTEL CORP FON SHS | $3,081 | $3,081 |
| STURM RUGER & CO INC | $61,435 | $61,435 |
| CVS HEALTH CORP COM | $304,500 | $304,500 |
| COMMUNITY BK SYS INC | $59,125 | $59,125 |
| COSTCO WHOLESALE CORP | $874,764 | $874,764 |
| DISNEY WALT CO | $53,755 | $53,755 |
| ISHARES TRANSPORTATION AVERAGE ETF | $613,216 | $613,216 |
| JPMORGAN CHASE & CO | $106,940 | $106,940 |
| LOEWS CORP | $55,033 | $55,033 |
| METLIFE INC COM | $187,072 | $187,072 |
| NBT BANCORP INC | $128,211 | $128,211 |
| PROCTER & GAMBLE CO | $18,376 | $18,376 |
| RESMED INC | $355,698 | $355,698 |
| ROYAL CARIBBEAN CRUISES COM | $882,672 | $882,672 |
| SECTOR SPDR TR SHS BEN INT ENERGY | $982,736 | $982,736 |
| SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS | $421,668 | $421,668 |
| TJX COMPANIES INC | $695,786 | $695,786 |
| UNITED STATES NATURAL GAS FUND LP UNIT | $8,745 | $8,745 |
| UNITEDHEALTH GROUP | $683,426 | $683,426 |
| FIDELITY CONSERVATIVE INCOME BOND | $3,029,344 | $3,029,344 |
| AMERICAN EXPRESS CO | $19,862 | $19,862 |
| CARNIVAL CORP PAIRED | $79,644 | $79,644 |
| JETBLUE AWYS CORP | $386,482 | $386,482 |
| ALPHABET INC CAP STK CL C (GOOG) | $167,424 | $167,424 |
| ALPHABET INC CAP STK CL A (GOOGL) | $168,544 | $168,544 |
| AT&T | $51,477 | $51,477 |
| SABRA HEALTH CARE REIT INC | $24,232 | $24,232 |
| CHEMOURS CO COM | $326,391 | $326,391 |
| PAYPAL HOLDINGS | $1,700,622 | $1,700,622 |
| SECTOR SPDR TR SHS BEN INT TECHNOLOGY | $671,475 | $671,475 |
| TRANSOCEAN LIMITED COM | $10,680 | $10,680 |
| FIDELITY STOCK SELECTOR | $309,462 | $309,462 |
| CISCO SYS INC COM | $210,650 | $210,650 |
| DELL TECHNOLOGIES | $30,724 | $30,724 |
| JOHNSON & JOHNSON | $265,468 | $265,468 |
| JUNIPER NETWORKS INC | $28,500 | $28,500 |
| NETAPP INC | $94,044 | $94,044 |
| NORTHERN TR CORP | $279,692 | $279,692 |
| QUANTA SERVICES | $144,707 | $144,707 |
| RITCHIE BROS AUCTIONEERS | $29,930 | $29,930 |
| SCHUMBERGER LIMITED COM | $134,780 | $134,780 |
| TARGET CORP COM | $110,925 | $110,925 |
| TECH DATA CORP COM | $78,376 | $78,376 |
| AFLAC INC | $166,782 | $166,782 |
| FIDELITY STRATEGIC REAL RETURN | $34,544 | $34,544 |
| FIDELITY EQUITY INCOME | $55,230 | $55,230 |
| FIDELITY GROWTH COMPANY | $1,528,873 | $1,528,873 |
| FIDELITY GROWTH STRATEGIES FUND | $376,087 | $376,087 |
| FIDELITY SELECT HEALTHCARE | $139,620 | $139,620 |
| FIDELITY SELECT MEDICAL EQUIP& SYSTEM | $697,139 | $697,139 |
| ISHARES RUSSELL 2000 ETF | $30,492 | $30,492 |
| ISHARES TR GLB INFRASTR | $22,610 | $22,610 |
| SELECT SECTOR SPDR TR SHS BEN INT | $411,604 | $411,604 |
| SELECT SECTOR SPDR TR RL EST SEL SEC | $36,662 | $36,662 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,374,387 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,374,387 | 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 | $8,333 | $1,667 |
| XEROX COPIER/PRINTER/FAX MACHINE | $6,947 | $2,987 | $3,960 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $488 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $488 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $12 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUBSCRIPTIONS | $8,487 | $0 | $8,487 |
| OFFICE EXPENSE | $1,893 | $0 | $1,893 |
| OUTSIDE SERVICES | $5,750 | $0 | $5,750 |
| INVESTMENT FEES | $108 | $108 | $0 |
| INSURANCE EXPENSE | $3,630 | $0 | $3,630 |
| PRINTING EXPENSE | $1,861 | $0 | $1,861 |
| LEASED EMPLOYEES | $65,001 | $0 | $65,001 |
| POSTAGE & SHIPPING | $907 | $0 | $907 |
| MEALS & ENTERTAINMENT | $1,550 | $0 | $1,550 |
| ADVERTISING | $332 | $0 | $332 |
| CONTINUING EDUCATION | $686 | $0 | $686 |
| MEMBERSHIP FEES | $900 | $0 | $900 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L.P. | -$29,583 | -$29,583 | -$29,583 |
| UNITED STATES NATURAL GAS FUND LP | -$90 | -$90 | -$90 |
| RECOVERY OF PRIOR YEAR GRANTS | $5,680 | $5,680 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES HELD | Desc |
| Amt | $7,557,450 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $8,000 | $0 | $0 |
| NYS FILING FEE | $1,500 | $0 | $1,500 |
| FOREIGN TAX PAID | $2,879 | $2,879 | $0 |
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