WILLIAM G POMEROY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G POMEROY FOUNDATION (EIN 20-6572301)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-25
- IRS object ID
- 201712069349100111
- Schema version
- 2016v3.0
- 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 | 2017-07-25T15:30:15-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-07-10 | 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 | 2017-06-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.171.181.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-10 | IPDt |
| IP Tm | 11:00:42 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8909F2975D16D9EB5B2F61F8084CD7845A8DA01C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C0EB57A774E8D7E5785F05EB58FF7F6CB6EC6D66 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,406,683 | 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 | $20,947,308 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37,200 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,200 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $500,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $500,893 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $230,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $258,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $230,580 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$26,572 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$26,572 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,689,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $742,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,960 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,960 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,538 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,538 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,880 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,880 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,999 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,666 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,104 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,579 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,680 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,762 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,762 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,910 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,874 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,428,745 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,428,745 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,529,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,513,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,160,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $735,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,669,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,709,963 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,709,963 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,231,647 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,306,548 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,306,548 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,416,686 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,378,572 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,378,572 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,947 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,347 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,333 | LandBOYAmt |
| Land EOY | $11,600 | LandEOYAmt |
| Land EOYFMV | $11,600 | LandEOYFMVAmt |
| Total Assets BOY | $34,325,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,406,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,406,683 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $34,325,821 | UnrestrictedBOYAmt |
| Unrestricted EOY | $56,406,683 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,325,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,406,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,325,821 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,406,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,325,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,160,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,920,698 | OtherIncreasesAmt |
| Subtotal | $56,406,684 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,406,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS LP | $388 | -$388 | -$388 | |||
| UNITED STATES NATURAL GAS FUND LP | $2,257 | $2,257 | $2,257 | |||
| FIDELITY INVESTMENTS - 2784 (CASH IN LIEU) | $5 | $0 | $0 | $5 | 2016-09-22 | 2016-09-23 |
| FIDELITY INVESTMENTS - 2784 | $27,153 | $54,663 | $54,663 | $81,816 | 2015-01-15 | 2016-12-31 |
| FIDELITY INVESTMENTS - 2748 (CAPITAL GAIN DISTRIBUTION) | $174,048 | $174,048 | $174,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $230,580 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,279,183 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,389,607 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042093 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,086,019 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,296,104 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041300 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $870,752 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,457,501 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040580 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $736,066 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,619,126 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041777 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $605,136 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,785,912 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040927 | DistributionYr5Rt |
| Total Distribution | 0.206677 | TotalDistributionRt |
| Average Distribution | 0.041335 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,210,853 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,455,441 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,355 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,462,796 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,513,175 | 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 | $7,355 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,355 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,645 | OverpaymentAmt |
| Applied To ES Tax | $1,645 | 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 |
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 | 2.00 | $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 | TRUSTEE | 36.00 | $28,960 | $5,538 | $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 | $28,332,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,414,893 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,747,059 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,747,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $536,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,210,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,760,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,760,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,355 | TotalTaxAmt |
| Distributable Before Adj | $1,753,188 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,753,188 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,753,188 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,513,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,513,175 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,355 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,505,820 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,753,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,493,524 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,513,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,493,524 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,651 | 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 | $1,733,537 | 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 (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4 RIVER VALLEY HISTORICAL SOCIETY | ||||||||||||
| PO BOX 504 | CARTHAGE | NY | 13619 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| AASLH | ||||||||||||
| 2021 21ST AVE SOUTH SUITE 320 | NASHVILLE | TN | 37212 | N/A | PUBLIC | MEMBERSHIP | $115 | |||||
| ALLEGANY COUNTY HISTORICAL SOCIETY | ||||||||||||
| 155 N MAIN STREET | WELLSVILLE | NY | 14895 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| AMERICAN RED CROSS | ||||||||||||
| 344 WEST GENESEE STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | DONATION | $500 | |||||
| APHNYS | ||||||||||||
| PO BOX 366 | CHENANGO BRIDGE | NY | 13745 | N/A | PUBLIC | CONFERENCE SPONSORSHIP | $1,300 | |||||
| BE THE MATCH FOUNDATION | ||||||||||||
| 500 NORTH 5TH STREET | MINNEAPOLIS | MN | 554011206 | N/A | PUBLIC | DONATION | $32,000 | |||||
| BMT INFONET | ||||||||||||
| 1548 OLD SKOKIE ROAD UNIT 1 | HIGHLAND PARK | IL | 60035 | N/A | PUBLIC | SYMPOSIUM SPONSORSHIP | $10,000 | |||||
| BOVINA PUBLIC LIBRARY | ||||||||||||
| 33 MAPLE AVENUE | BOVINA CENTER | NY | 13740 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,060 | |||||
| CAIRO HISTORICAL SOCIETY | ||||||||||||
| PO BOX 803 | CAIRO | NY | 12413 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,060 | |||||
| CARINGBRIDGE | ||||||||||||
| PO BOX 6032 | ALBERT LEA | MN | 560076632 | N/A | PUBLIC | DONATION | $500 | |||||
| CENTRAL NEW YORK GENEALOGICAL SOCIETY | ||||||||||||
| BAR BUILDING 38 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PUBLIC | CONFERENCE SPONSORSHIP | $1,000 | |||||
| CHITTENANGO LANDING CANAL BOAT MUSEUM | ||||||||||||
| 7010 LAKEPORT ROAD | CHITTENANGO | NY | 13037 | N/A | PUBLIC | DONATION | $100 | |||||
| CHRIST CHURCH | ||||||||||||
| PO BOX 278 | GREENVILLE | NY | 12083 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $463 | |||||
| CLAREDON HISTORICAL SOCIETY | ||||||||||||
| PO BOX 124 | CLAREDON | NY | 14429 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| CNY COMMUNITY FOUNDATION | ||||||||||||
| 431 EAST FAYETTE STREET SUITE 100 | SYRACUSE | NY | 13202 | N/A | PUBLIC | DONATION | $100,000 | |||||
| COMMUNITY ARTS OF ELMIRA | ||||||||||||
| 413 LAKE STREET | ELMIRA | NY | 14901 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $440 | |||||
| CROUSE HEALTH FOUNDATION | ||||||||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | N/A | PUBLIC | LIGHTS OF LOVE CAMPAIGN, TRIBUTE EVENING, AND NAMING OF POMEROY EMERGENCY SERVICES DEPT. | $760,500 | |||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC | AML RESEARCH FUND | $333,334 | |||||
| DANSVILLE PUBLIC LIBRARY | ||||||||||||
| 200 MAIN STREET | DANSVILLE | NY | 14437 | N/A | PUBLIC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |||||
| DUANESBURG HISTORICAL SOCIETY | ||||||||||||
| PO BOX 421 | DUANESBURG | NY | 12056 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,060 | |||||
| DUNKIRK HISTORICAL LIGHTHOUSE AND VETERANS PARK MUSEUM | ||||||||||||
| 1 LIGHTHOUSE POINT DR | DUNKIRK | NY | 14048 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| EASTVILLE COMMUNITY HISTORICAL SOCIETY | ||||||||||||
| PO BOX 2036 | SAG HARBOR | NY | 11963 | N/A | PUBLIC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |||||
| ELMA HISTORICAL SOCIETY | ||||||||||||
| 3011 BOWEN ROAD | ELMA | NY | 14059 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| ERIE CANAL MUSEUM | ||||||||||||
| 318 ERIE BOULEVARD EAST | SYRACUSE | NY | 13202 | N/A | PUBLIC | MUSEUM FUNDRAISER | $1,750 | |||||
| ERIE CANALWAY HERITAGE FUND INC | ||||||||||||
| PO BOX 219 | WATERFORD | NY | 12188 | N/A | PUBLIC | WORLD CANAL CONFERENCE | $5,000 | |||||
| FREEPORT LANDMARKS PRESERVATION COMMISSION | ||||||||||||
| 46 N OCEAN AVENUE | FREEPORT | NY | 11520 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $6,300 | |||||
| FRIENDS OF LONGPOINT IN LIVINGSTON COUNTY INC | ||||||||||||
| 4677 LAKEVILLE GROVELAND RD | GENESEO | NY | 14454 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $1,000 | |||||
| FRIENDS OF TACONIC STATE PARK | ||||||||||||
| NY-344 | COPAKE FALLS | NY | 12517 | N/A | PUBLIC | DONATION | $1,160 | |||||
| FRONTENAC HISTORICAL SOCIETY AND MUSEUM | ||||||||||||
| PO BOX 338 | UNION SPRINGS | NY | 13160 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $3,000 | |||||
| GENESEE COUNTY HISTORY DEPARTMENT | ||||||||||||
| 3837 WEST MAIN STREET | BATAVIA | NY | 14020 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $2,000 | |||||
| GREENPORT HISTORICAL SOCIETY | ||||||||||||
| 600 TOWN HALL DRIVE | HUDSON | NY | 12534 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $1,000 | |||||
| H LEE WHITE MARITIME MUSEUM AT OSWEGO | ||||||||||||
| 1 WEST FIRST STREET | OSWEGO | NY | 13126 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 | |||||
| HARMONY HISTORICAL SOCIETY | ||||||||||||
| PO BOX 127 | ASHVILLE | NY | 14710 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $2,000 | |||||
| HISTORICAL SOCIETY OF E ROCKAWAY & LYNBROOK | ||||||||||||
| PO BOX 351 | EAST ROCKAWAY | NY | 11518 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,094 | |||||
| HISTORICAL SOCIETY OF SHAWANGUNK & GARDINER | ||||||||||||
| PO BOX 570 | WALLKILL | NY | 12589 | N/A | PUBLIC | PROFESSIONAL DEVELOPMENT GRANT | $1,500 | |||||
| HOMEVILLE MUSEUM | ||||||||||||
| PO BOX 162 | HOMER | NY | 13077 | N/A | PUBLIC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |||||
| HOSPICE FOUNDATION OF CNY | ||||||||||||
| 990 SEVENTH NORTH STREET | LIVERPOOL | NY | 13088 | N/A | PUBLIC | DONATION | $500 | |||||
| INC VILLAGE OF VALLEY STREAM | ||||||||||||
| 123 SOUTH CENTRAL AVENUE | VALLEY STREAM | NY | 11580 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $440 | |||||
| JOSEPH AVENUE ARTS AND CULTURE ALLIANCE | ||||||||||||
| PO BOX 30147 | ROCHESTER | NY | 14603 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 | |||||
| JUNETEENTH | ||||||||||||
| PO BOX 973 | SYRACUSE | NY | 13201 | N/A | PUBLIC | JUNETEENTH SPONSORSHIP | $100 | |||||
| LAKE RONKONKOMA HERITAGE ASSOCIATION | ||||||||||||
| 4 CHERRY STREET | LAKE RONKONKOMA | NY | 11779 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $1,060 | |||||
| LE MOYNE COLLEGE | ||||||||||||
| 1419 SALT SPRINGS ROAD | SYRACUSE | NY | 13214 | N/A | PUBLIC | FOUNDER'S DAY SPONSORSHIP | $550 | |||||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||
| 4053 MAPLE ROAD SUITE 105 | AMHERST | NY | 14226 | N/A | PUBLIC | LIGHT THE NIGHT | $10,500 | |||||
| LEWIS COUNTY HISTORICAL SOCIETY PRESERVATINO COMMITTEE | ||||||||||||
| 7552 S STATE STREET | LOWVILLE | NY | 13367 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 | |||||
| LYONS FALLS HISTORY ASSOCIATION | ||||||||||||
| 6805 MCALPINE STREET | LYONS FALLS | NY | 13368 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,094 | |||||
| MARROW NATION | ||||||||||||
| 3433 CARMICHAEL STREET | PALM HARBOR | FL | 34684 | N/A | PUBLIC | BONE MARROW DRIVE | $12,975 | |||||
| MARTINSBURG HISTORICAL SOCIETY | ||||||||||||
| PO BOX 17 | MARTINSBURG | NY | 13404 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| MASTIC PENNINSULA HISTORICAL SOCIETY | ||||||||||||
| PO BOX 333 | MASTIC | NY | 11950 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,060 | |||||
| MCMAHONRYAN CHILD ADVOCACY CENTER | ||||||||||||
| 610 EAST GENESEE STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | 2014 SPONSORSHIP OF 100 HOLES FOR KIDS | $500 | |||||
| MEREDITH HISTORICAL SOCIETY | ||||||||||||
| PO BOX 26 | MERIDALE | NY | 13806 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,060 | |||||
| MINISINK VALLEY HISTORICAL SOCIETY | ||||||||||||
| 125-133 WEST MAIN STREET | PORT JERVIS | NY | 12771 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,060 | |||||
| MUSEUM ASSOCIATION OF NY | ||||||||||||
| 265 RIVER STREET | TROY | NY | 12180 | N/A | PUBLIC | CONFERENCE SPONSORSHIP | $500 | |||||
| NEW SCOTLAND HISTORICAL ASSOCIATION | ||||||||||||
| 7 OLD SALEM ROAD | VOORHEESVILLE | NY | 12186 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,000 | |||||
| NEW WOODSTOCK REGIONAL HISTORICAL SOCIETY | ||||||||||||
| 2641 RAILROAD STREET PO BOX 45 | NEW WOODSTOCK | NY | 13122 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,000 | |||||
| NEW YORK FOLKLORE SOCIETY | ||||||||||||
| 129 JAY STREET | SCHENECTADY | NY | 12305 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $3,000 | |||||
| NEW YORK GENEOLOGICAL & BIOGRAPHICAL SOCIETY | ||||||||||||
| BAR BUILDING 38 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PUBLIC | DONATION | $5,000 | |||||
| NEWARK - ARCADIA HISTORICAL SOCIETY | ||||||||||||
| 120 HIGH STREET | NEWARK | NY | 14513 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $4,000 | |||||
| NORTH SHORE HISTORICAL MUSEUM | ||||||||||||
| 140 GLEN STREET | GLAN COVE | NY | 11542 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 | |||||
| OLD FORT NIAGRA | ||||||||||||
| PO BOX 169 | YOUNGSTOWN | NY | 14174 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| ONEIDA COUNTY HISTORICAL SOCIETY | ||||||||||||
| 1608 GENESEE STREET | UTICA | NY | 13502 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| ONONDAGA HISTORICAL ASSOCIATION | ||||||||||||
| 321 MONTGOMERY STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | OHA MEDAL BREAKFAST, SPONSOR GRAND OPENING OF PEACE CENTER | $10,100 | |||||
| ORANGE COUNTY GOVERNMENT | ||||||||||||
| 101 MAIN STREET | GOSHEN | NY | 10924 | PUBLIC | LEGENDS AND LORE PROGRAM | $1,060 | ||||||
| OSSINING HISTORIC CEMETARIES CONSERVANCY INC | ||||||||||||
| 10 N WATER STREET | OSSINING | NY | 10562 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $1,000 | |||||
| OSWEGO COUNTY HISTORICAL SOCIETY | ||||||||||||
| 135 EAST THIRD STREET | OSGO | NY | 13126 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| OTOWN OF NELSON | ||||||||||||
| 4085 NELSON ROAD | CAZENOVIA | NY | 13035 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| OTSELIC VALLEY FISHING AND HERITAGE SOCIETY | ||||||||||||
| PO BOX 113 | SOUTH OTSELIC | NY | 13155 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| PHILIP SHADDOCK | ||||||||||||
| N/A | I | GRANT FOR FAMILY TREE DNA KIT | $806 | 1008 LOND STREET | NEW WESTMINISTER | BRITISH COLUMBIA | CA | V3M3B8 | ||||
| PRATTSBURGH COMMUNITY HISTORICAL SOCIETY | ||||||||||||
| PO BOX 384 | PRATTSBURGH | NY | 14873 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| ROOSEVELT ISLAND HISTORICAL SOCIETY | ||||||||||||
| 531 MAIN STREET 1704 | NEW YORK | NY | 10044 | N/A | PUBLIC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |||||
| ROSCOE FREE LIBRARY | ||||||||||||
| 85 HIGHLAND AVENUE | ROSCOE | NY | 12776 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,060 | |||||
| SEWAH STUDIOS | ||||||||||||
| PO BOX 298 | MARIETTA | OH | 45750 | N/A | PUBLIC | SPOOK ROCK MARKER REPAIR | $300 | |||||
| SEWARD HOUSE MUSEUM | ||||||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | N/A | PUBLIC | PERIOD ACCURATE CARPET FOR MUSEUM'S LIBRARY | $2,625 | |||||
| STANFORD HISTORICAL SOCIETY | ||||||||||||
| PO BOX 552 | BANGALL | NY | 12506 | N/A | PUBLIC | NATIONAL REGISTER PLAQUE | $463 | |||||
| STANTON HILL CEMETARY | ||||||||||||
| 2 FRANKLIN STREET | CATSKILLS | NY | 12414 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,060 | |||||
| SUNY POLYTECHNIC FOUNDATION INC | ||||||||||||
| 100 SEYMOUR ROAD | UTICA | NY | 13502 | N/A | PUBLIC | TULLY'S FIRST STEM PROGRAM | $500 | |||||
| THE BONE MARROW FOUNDATION | ||||||||||||
| 515 MADISON AVENUE SUITE 1130 | NEW YORK | NY | 10022 | N/A | PUBLIC | ONE-TO-ONE FUNDS FOR SHAHONNA GROVE | $5,000 | |||||
| THE BOWNE HOUSE HISTORICAL SOCIETY | ||||||||||||
| 3701 BOWNE STREET | FLUSHING | NY | 11354 | N/A | PUBLIC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |||||
| THE SALVATION ARMY | ||||||||||||
| 677 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | KETTLE MATCH | $750 | |||||
| THE TOWN OF WARWICK HISTORICAL SOCIETY | ||||||||||||
| PO BOX 353 | WARWICK | NY | 10990 | N/A | PUBLIC | HOSTORIC MARKER PROGRAM | $1,060 | |||||
| TICONDEROGA HISTORICAL SOCIETY | ||||||||||||
| 6 MOSES CIRCLE | TICONDEROGA | NY | 12883 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,060 | |||||
| TIOGA COUNTY | ||||||||||||
| PO BOX 231 | OWEGO | NY | 13827 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| TOWN OF AMENIA | ||||||||||||
| 5103 ROUTE 22 | AMENIA | NY | 12501 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,060 | |||||
| TOWN OF BERNE | ||||||||||||
| 1656 HELDEBERG TRAIL | BERNE | NY | 12023 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,060 | |||||
| TOWN OF BROOKFIELD HISTORICAL SOCIETY | ||||||||||||
| PO BOX 214 | BROOKFIELD | NY | 13314 | N/A | PUBLIC | HISTORIC MARKER AND LEGENDS AND LORE PROGRAMS | $3,060 | |||||
| TOWN OF BROOKHAVEN | ||||||||||||
| ONE INDEPENDENCE HILL | FARMINGVILLE | NY | 11738 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 | |||||
| TOWN OF CHARLESTON HISTORY DEPARTMENT | ||||||||||||
| 480 CORBIN HILL ROAD | SPRAKERS | NY | 12166 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $1,000 | |||||
| TOWN OF CHEMUNG | ||||||||||||
| 48 ROTARY ROAD EXTENSION | CHEMUNG | NY | 14825 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 | |||||
| TOWN OF DOVER HISTORICAL SOCIETY | ||||||||||||
| 201 BUTTS HOLLOW ROAD | DOVER PLAINS | NY | 12522 | N/A | PUBLIC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |||||
| TOWN OF DUANE | ||||||||||||
| 192 COUNTY ROUTE 26 | MALONE | NY | 12953 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 | |||||
| TOWN OF GORHAM HISTORICAL SOCIETY | ||||||||||||
| PO BOX 90 | GORHAM | NY | 14461 | N/A | PUBLIC | PROFESSIONAL DEVLOPMENT GRANT | $1,000 | |||||
| TOWN OF KIRKLAND | ||||||||||||
| PO BOX 235 | CLINTON | NY | 13323 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $440 | |||||
| TOWN OF LAFAYETTE | ||||||||||||
| 2577 US ROUTE 11 | LAFAYETTE | NY | 13084 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| TOWN OF LEROY | ||||||||||||
| PO BOX 176 | LEROY | NY | 14482 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 | |||||
| TOWN OF LEWIS | ||||||||||||
| PO BOX 59 | LEWIS | NY | 12950 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,060 | |||||
| TOWN OF LINDLEY | ||||||||||||
| 637 COUNTY ROUTE 115 | LINDLEY | NY | 14858 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| TOWN OF LOWVILLE | ||||||||||||
| 5533 BOSTWICK STREET | LOWVILLE | NY | 13367 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 | |||||
| TOWN OF MACEDON HISTORIANS OFFICE | ||||||||||||
| 30 MAIN STREET | MACEDON | NY | 14502 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| TOWN OF MONROE | ||||||||||||
| 1465 ORANGE TURNPIKE | MONROE | NY | 10950 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| TOWN OF NEW HAVEN | ||||||||||||
| PO BOX 141 | NEW HAVEN | NY | 13121 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| TOWN OF NEWFANE | ||||||||||||
| 2737 MAIN STREET | NEWFANE | NY | 14108 | N/A | PUBLIC | HISTORIC MARKER PROGRAMS | $1,000 | |||||
| TOWN OF NEWFIELD | ||||||||||||
| 166 MAIN STREET | NEWFIELD | NY | 14867 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| TOWN OF ONONDAGA | ||||||||||||
| 5020 BALL ROAD | SYRACUSE | NY | 13215 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| TOWN OF OSSIAN | ||||||||||||
| 4706 OSSIAN HILL ROAD | DANSVILLE | NY | 14437 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| TOWN OF SARATOGA | ||||||||||||
| 12 SPRING STREET | SCHUYLERVILLE | NY | 12871 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $2,120 | |||||
| TOWN OF SCOTT | ||||||||||||
| 6689 NYS ROUTE 41 | HOMER | NY | 13077 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| TOWN OF SKANEATELES | ||||||||||||
| 24 JORDAN STREET | SKANEATELES | NY | 13152 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $1,060 | |||||
| TOWN OF THROOP | ||||||||||||
| 7471 ROBINSON ROAD | AUBURN | NY | 13021 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| TOWN OF VESTAL | ||||||||||||
| 605 VESTAL PARKWAY WEST | VESTAL | NY | 13850 | N/A | PUBLIC | HISTORIC MARKER GRANT | $3,000 | |||||
| TOWN OF WAYNE | ||||||||||||
| 9772 SILSBEE ROAD | WAYNE | NY | 14893 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 | |||||
| TOWN OF WESTERN HISTORICAL SOCIETY | ||||||||||||
| PO BOX 52 | WESTERNVILLE | NY | 13486 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| TRUMANSBURG CONSERVATORY OF FINE ARTS INC | ||||||||||||
| PO BOX 1053 | TRUMANSBURG | NY | 14886 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| TUSCARORA CHAPTER NSDAR | ||||||||||||
| 175 VILLAGE DRIVE | ENDICOTT | NY | 13760 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 | |||||
| UNADILLA HISTORICAL ASSOCIATION | ||||||||||||
| PO BOX 808 | UNADILLA | NY | 13849 | N/A | PUBLIC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 | |||||
| VILLAGE OF BABYLON HISTORICAL AND PRESERVATION SOCIETY | ||||||||||||
| 117 WEST MAIN STREET | BABYLON | NY | 11702 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $440 | |||||
| VILLAGE OF CANASTOTA | ||||||||||||
| 205 S PETERBORO STREET | CANASTOTA | NY | 13032 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| VILLAGE OF CLYDE | ||||||||||||
| 6 SOUTH PARK STREET | CLYDE | NY | 14433 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $1,060 | |||||
| VILLAGE OF DANSVILLE | ||||||||||||
| 14 CLARA BARTON STREET | DANSVILLE | NY | 14437 | N/A | PUBLIC | HISTORIC MARKER PROGAM | $1,000 | |||||
| VILLAGE OF KINDERHOOK | ||||||||||||
| PO BOX 325 | KINDERHOOK | NY | 12106 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,060 | |||||
| VILLAGE OF LANCASTER | ||||||||||||
| 5423 BROADWAY | LANCASTER | NY | 14086 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $2,188 | |||||
| VILLAGE OF SKANEATELES | ||||||||||||
| 26 FENNELL STREET | SKANEATELES | NY | 13152 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| VILLAGE OF WALDEN | ||||||||||||
| 1 MUNICIPAL SQUARE | WALDON | NY | 12586 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $2,120 | |||||
| WARRENSBURG HISTORICAL SOCIETY | ||||||||||||
| 3754 MAIN STREET | WARRENBURG | NY | 12885 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 | |||||
| WCNY | ||||||||||||
| 415 W FAYETTE STREET | SYRACUSE | NY | 13204 | N/A | PUBLIC | UNDERWRITE THE CYCLE OF HEALTH 4TH SEASON | $9,150 | |||||
| WDBJ7 | ||||||||||||
| 2807 HERSHBERGER ROAD | ROANOKE | VA | 24017 | N/A | NC | DONATION | $3,140 | |||||
| WEBUTUCK COUNTY SCHOOLHOUSE ASSOCIATION | ||||||||||||
| 25 MYGATT ROAD | AMENIA | NY | 12501 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 | |||||
| WIAWAKA CENTER FOR WOMEN | ||||||||||||
| 3778 ROUTE 9L | LAKE GEORGE | NY | 12845 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $2,120 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,428,745 | 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 | $37,200 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $500,893 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $230,580 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L.P. | 14 | -$26,486 |
| UNITED STATES NATURAL GAS FUND LP | 14 | -$86 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $742,101 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $742,101 | 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 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 | $20,947,308 | 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 | $10,946,080 | FairMarketValueAmt |
| Received | 2016-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,665 | Amt |
| Net Investment Income | $4,999 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,666 | 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 | $1,667 | SL | 3.000000000000 | $3,333 | $0 |
| XEROX COPIER/PRINTER/FAX MACHINE | 2016-12-14 | $6,947 | 200DB | 5.000000000000 | $347 | $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 (93 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVNET INC | $186,393 | $186,393 |
| GENERAL ELECTRIC CO | $246,480 | $246,480 |
| INTL BUSINESS MACH | $680,559 | $680,559 |
| MICROSOFT CORP | $1,031,523 | $1,031,523 |
| PC CONNECTION INC | $21,067 | $21,067 |
| POWERSHARES QQQ | $2,452,536 | $2,452,536 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | $2,302,359 | $2,302,359 |
| SECTOR SPDR TR SHS BEN INT FINANCIAL | $327,825 | $327,825 |
| SYMANTEC CORP | $5,351 | $5,351 |
| VERIZON COMMUNICATIONS | $432,378 | $432,378 |
| WALMART STORES | $145,152 | $145,152 |
| FIDELITY INT'L DISCOVERY | $549,670 | $549,670 |
| FIDELITY LATIN AMERICA | $121,398 | $121,398 |
| FIDELITY SMALL CAP STOCK | $209,528 | $209,528 |
| FIDELITY BLUE CHIP | $1,214,177 | $1,214,177 |
| FIDELITY SMALL CAP VALUE | $1,168,877 | $1,168,877 |
| FIDELITY SELECT TECHNOLOGY | $435,622 | $435,622 |
| FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT | $70,967 | $70,967 |
| FIDELITY SELECT TELECOMM | $35,506 | $35,506 |
| FIDELITY PURITAN | $281,335 | $281,335 |
| FIDELITY SELECT SOFTWARE & COMPUTER | $1,533,207 | $1,533,207 |
| FIDELITY EXPORT & MULTINATIONAL | $1,059,036 | $1,059,036 |
| FIDELITY VALUE | $1,131,055 | $1,131,055 |
| VENTAS INC | $287,592 | $287,592 |
| ALLSCRIPTS HEALTHCARE SOLUTIONS | $19,399 | $19,399 |
| AMAZON.COM, INC. | $1,274,779 | $1,274,779 |
| EBAY, INC. | $641,304 | $641,304 |
| ENTERPRISE GP HOLDINGS LP | $344,586 | $344,586 |
| EXXON MOBIL CORP. | $604,742 | $604,742 |
| MCDONALDS CORP. | $133,892 | $133,892 |
| FIDELITY HIGH INCOME | $737,592 | $737,592 |
| EXELON CORP | $70,874 | $70,874 |
| ISHARES CORE S&P SMALLCAP ETF | $962,640 | $962,640 |
| SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | $2,212,720 | $2,212,720 |
| TOYOTA MOTOR CORP ADR-EACH REP 2 ORD | $316,440 | $316,440 |
| DU PONT E I DE NEMOURS & CO | $411,040 | $411,040 |
| FORD MTR CO DEL COM | $156,805 | $156,805 |
| INTEL CORP | $507,780 | $507,780 |
| SPRINT NEXTEL CORP FON SHS | $4,404 | $4,404 |
| STURM RUGER & CO INC | $57,970 | $57,970 |
| CVS HEALTH CORP COM | $331,422 | $331,422 |
| COMMUNITY BK SYS INC | $67,969 | $67,969 |
| COSTCO WHOLESALE CORP | $752,517 | $752,517 |
| DISNEY WALT CO | $52,110 | $52,110 |
| ISHARES TRANSPORTATION AVERAGE ETF | $521,088 | $521,088 |
| JPMORGAN CHASE & CO | $86,290 | $86,290 |
| LOEWS CORP | $51,513 | $51,513 |
| METLIFE INC COM | $199,393 | $199,393 |
| NBT BANCORP INC | $145,910 | $145,910 |
| PROCTER & GAMBLE CO | $16,816 | $16,816 |
| RESMED INC | $260,610 | $260,610 |
| ROYAL CARIBBEAN CRUISES COM | $607,096 | $607,096 |
| SECTOR SPDR TR SHS BEN INT ENERGY | $1,024,352 | $1,024,352 |
| SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS | $351,594 | $351,594 |
| TJX COMPANIES INC | $683,683 | $683,683 |
| UNITED STATES NATURAL GAS FUND LP UNIT | $14,010 | $14,010 |
| UNITEDHEALTH GROUP | $400,100 | $400,100 |
| YAHOO INC | $15,468 | $15,468 |
| FIDELITY CONSERVATIVE INCOME BOND | $3,026,327 | $3,026,327 |
| AMERICAN EXPRESS CO | $14,816 | $14,816 |
| CARNIVAL CORP PAIRED | $62,472 | $62,472 |
| JETBLUE AWYS CORP | $387,866 | $387,866 |
| ALPHABET INC CAP STK CL C (GOOG) | $123,491 | $123,491 |
| ALPHABET INC CAP STK CL A (GOOGL) | $126,792 | $126,792 |
| AT&T | $56,310 | $56,310 |
| CARE CAP | $28,750 | $28,750 |
| CHEMOURS CO COM | $144,027 | $144,027 |
| PAYPAL HOLDINGS | $651,255 | $651,255 |
| SECTOR SPDR TR SHS BEN INT TECHNOLOGY | $507,780 | $507,780 |
| TRANSOCEAN LIMITED COM | $14,740 | $14,740 |
| FIDELITY STOCK SELECTOR | $276,969 | $276,969 |
| CISCO SYS INC COM | $166,210 | $166,210 |
| DELL TECHNOLOGIES | $20,779 | $20,779 |
| JOHNSON & JOHNSON | $218,899 | $218,899 |
| JUNIPER NETWORKS INC | $28,260 | $28,260 |
| NETAPP INC | $59,959 | $59,959 |
| NORTHERN TR CORP | $249,340 | $249,340 |
| QUANTA SERVICES | $128,945 | $128,945 |
| RITCHIE BROS AUCTIONEERS | $34,000 | $34,000 |
| SCHUMBERGER LIMITED COM | $167,900 | $167,900 |
| TARGET CORP COM | $122,791 | $122,791 |
| TECH DATA CORP COM | $67,744 | $67,744 |
| AFLAC INC | $132,240 | $132,240 |
| FIDELITY STRATEGIC REAL RETURN | $33,190 | $33,190 |
| FIDELITY EQUITY INCOME | $48,722 | $48,722 |
| FIDELITY GROWTH COMPANY | $1,117,919 | $1,117,919 |
| FIDELITY GROWTH STRATEGIES FUND | $309,543 | $309,543 |
| FIDELITY SELECT HEALTHCARE | $112,582 | $112,582 |
| FIDELITY SELECT MEDICAL EQUIP& SYSTEM | $550,778 | $550,778 |
| ISHARES RUSSELL 2000 ETF | $26,970 | $26,970 |
| ISHARES TR GLB INFRASTR | $19,520 | $19,520 |
| SELECT SECTOR SPDR TR SHS BEN INT | $337,960 | $337,960 |
| SELECT SECTOR SPDR TR RL EST SEL SEC | $34,225 | $34,225 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,306,548 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,306,548 | 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 | $5,000 | $5,000 |
| XEROX COPIER/PRINTER/FAX MACHINE | $6,947 | $347 | $6,600 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,880 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,880 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $750 | $0 | $750 |
| OFFICE EXPENSE | $2,244 | $0 | $2,244 |
| OUTSIDE SERVICES | $3,500 | $0 | $3,500 |
| INVESTMENT FEES | $36 | $36 | $0 |
| INSURANCE EXPENSE | $2,017 | $0 | $2,017 |
| PRINTING EXPENSE | $1,285 | $0 | $1,285 |
| LEASED EMPLOYEES | $19,078 | $0 | $19,078 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L.P. | -$26,486 | -$26,486 | -$26,486 |
| UNITED STATES NATURAL GAS FUND LP | -$86 | -$86 | -$86 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES HELD | Desc |
| Amt | $1,920,698 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $5,775 | $0 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
| FOREIGN TAX PAID | $1,579 | $1,579 | $0 |
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