ALLYN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ALLYN FOUNDATION INC (EIN 15-6017723)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-15
- IRS object ID
- 201722279349100802
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-15T08:31:42-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141809700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUDDY & WARD LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 GENESEE ST STE 230 | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13021 | 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 | 156017723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLYN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLY | BusinessNameControlTxt |
| Phone | 3156855059 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 FENNELL STREET | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F ALLYN | PersonNm |
| Person Title | PREDIDENT | PersonTitleTxt |
| Phone | 3156855059 | PhoneNum |
| Signature | 2017-08-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY BETH LEESON CPA | PreparerPersonNm |
| PTIN | P00297315 | PTIN |
| Phone | 3152538424 | PhoneNum |
| Preparation | 2017-08-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | E519F258F8F92B9F668570DD0DCC17114ECD1E0E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 876992FF5ED2BB8D1B3C03844BE433234D4CE532 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $86,409,670 | 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 | $15,964,713 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,363,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,363,613 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,363,613 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$535,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,385,475 | GrossSalesPriceAmt |
| Total Rev And Expnss | $16,792,522 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,363,613 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,363,613 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $122,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,480 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $97,920 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $59,935 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,870 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $57,065 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,178 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,676 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $26,502 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,821 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,473 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,348 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $202,583 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $161,040 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,543 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,719 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,907 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $44,812 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,228 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,228 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $23,854 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,578 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,276 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,097 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,749 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,348 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $595,815 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $217,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $378,814 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,201,392 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,201,392 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,797,207 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $217,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,580,206 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,995,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,146,612 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,363,613 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,151 | CashBOYAmt |
| Cash EOY | $59,241 | CashEOYAmt |
| Cash EOYFMV | $59,241 | CashEOYFMVAmt |
| US Government Obligations BOY | $4,438,265 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $18,882,479 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $18,882,479 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $40,540,043 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,159,912 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,159,912 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,152,579 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,369,331 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,369,331 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $21,941,765 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,685,378 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,685,378 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,170,783 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,797 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,088,268 | LandBOYAmt |
| Land EOY | $1,119,986 | LandEOYAmt |
| Land EOYFMV | $1,119,986 | LandEOYFMVAmt |
| Other Assets BOY | $84,012 | OtherAssetsBOYAmt |
| Other Assets EOY | $133,343 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $133,343 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $69,295,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,409,670 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,409,670 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $69,295,083 | UnrestrictedBOYAmt |
| Unrestricted EOY | $86,409,670 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,295,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,409,670 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,295,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,409,670 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,295,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,995,315 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,120,272 | OtherIncreasesAmt |
| Subtotal | $86,410,670 | SubtotalAmt |
| Other Decreases | $1,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $86,409,670 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (167 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| JP MORGAN A55272008 | P | $58,961 | $38,079 | $20,882 | $20,882 | ||
| JP MORGAN A81837006 | P | $515,204 | $500,000 | $15,204 | $15,204 | 2012-09-05 | 2016-01-27 |
| JP MORGAN A81837204 | P | $23,856 | $23,834 | $22 | $22 | 2016-03-19 | |
| JP MORGAN A81837204 | P | $23,587 | $23,620 | -$33 | -$33 | 2015-11-13 | |
| JP MORGAN A81837204 | P | $5,000 | $5,319 | -$319 | -$319 | 2016-04-27 | |
| JP MORGAN A81837204 | P | $5,431 | $5,930 | -$499 | -$499 | 2012-01-12 | |
| JP MORGAN A81837204 | P | $11,258 | $12,292 | -$1,034 | -$1,034 | 2011-04-13 | |
| JP MORGAN Q81631006 | P | $198,119 | $192,059 | $6,060 | $6,060 | 2015-12-18 | 2016-01-19 |
| JP MORGAN Q81631006 | P | $171,027 | $174,956 | -$3,929 | -$3,929 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $195,727 | $208,649 | -$12,922 | -$12,922 | 2015-12-18 | 2016-01-22 |
| JP MORGAN Q81631006 | P | $259,140 | $289,923 | -$30,783 | -$30,783 | 2015-12-18 | 2016-01-19 |
| JP MORGAN Q81631006 | P | $427,069 | $488,925 | -$61,856 | -$61,856 | 2015-12-18 | 2016-01-14 |
| JP MORGAN A55272008 | P | $43,567 | $23,797 | $19,770 | $19,770 | ||
| JP MORGAN A81837006 | P | $400 | $401 | -$1 | -$1 | 2016-01-25 | |
| JP MORGAN A81837204 | P | $10,000 | $9,981 | $19 | $19 | 2011-02-02 | 2016-02-08 |
| JP MORGAN A81837204 | P | $559 | $592 | -$33 | -$33 | 2010-01-26 | |
| JP MORGAN A81837204 | P | $10,007 | $10,348 | -$341 | -$341 | 2011-08-05 | 2016-02-02 |
| JP MORGAN A81837204 | P | $5,182 | $5,739 | -$557 | -$557 | 2015-09-01 | |
| JP MORGAN A81837204 | P | $12,004 | $13,185 | -$1,181 | -$1,181 | 2014-02-19 | 2016-11-04 |
| JP MORGAN Q81631006 | P | $14,068 | $10,000 | $4,068 | $4,068 | 2010-09-21 | 2016-01-13 |
| JP MORGAN Q81631006 | P | $133,401 | $138,495 | -$5,094 | -$5,094 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $297,581 | $314,309 | -$16,728 | -$16,728 | 2015-12-18 | 2016-01-21 |
| JP MORGAN Q81631006 | P | $136,122 | $167,475 | -$31,353 | -$31,353 | 2015-12-18 | 2016-01-22 |
| JPMORGAN Q81631006 | P | $87,859 | $92,205 | -$4,346 | -$4,346 | 2015-12-18 | 2016-01-14 |
| JP MORGAN A55272008 | P | $39,822 | $25,173 | $14,649 | $14,649 | ||
| JP MORGAN A81837006 | P | $104,791 | $105,000 | -$209 | -$209 | 2013-11-04 | 2016-01-25 |
| JP MORGAN A81837204 | P | $15,580 | $15,565 | $15 | $15 | 2015-03-19 | |
| JP MORGAN A81837204 | P | $2,845 | $2,913 | -$68 | -$68 | 2016-12-27 | |
| JP MORGAN A81837204 | P | $7,614 | $7,961 | -$347 | -$347 | 2013-02-04 | |
| JP MORGAN A81837204 | P | $6,725 | $7,292 | -$567 | -$567 | 2012-04-03 | |
| JP MORGAN A81837204 | P | $10,706 | $12,038 | -$1,332 | -$1,332 | 2014-10-28 | |
| JP MORGAN Q81631006 | P | $286,693 | $283,545 | $3,148 | $3,148 | 2015-12-18 | 2016-01-22 |
| JP MORGAN Q81631006 | P | $36,733 | $41,875 | -$5,142 | -$5,142 | 2015-12-18 | 2016-01-19 |
| JP MORGAN Q81631006 | P | $315,539 | $332,456 | -$16,917 | -$16,917 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $190,287 | $224,216 | -$33,929 | -$33,929 | 2015-12-18 | 2016-01-13 |
| JP MORGAN A55272008 | P | $23,202 | $12,336 | $10,866 | $10,866 | ||
| JP MORGAN A81837006 | P | $491,651 | $496,230 | -$4,579 | -$4,579 | 2016-01-25 | |
| JP MORGAN A81837204 | P | $5,330 | $5,318 | $12 | $12 | 2016-03-19 | |
| JP MORGAN A81837204 | P | $1,764 | $1,863 | -$99 | -$99 | 2009-09-24 | |
| JP MORGAN A81837204 | P | $4,618 | $4,967 | -$349 | -$349 | 2014-02-10 | |
| JP MORGAN A81837204 | P | $5,284 | $5,852 | -$568 | -$568 | 2012-08-22 | |
| JP MORGAN A81837204 | P | $15,338 | $16,680 | -$1,342 | -$1,342 | 2016-05-26 | |
| JP MORGAN Q81631006 | P | $178,052 | $175,320 | $2,732 | $2,732 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $136,283 | $141,476 | -$5,193 | -$5,193 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $123,481 | $141,880 | -$18,399 | -$18,399 | 2015-12-18 | 2016-01-19 |
| JP MORGAN Q81631006 | P | $560,559 | $598,250 | -$37,691 | -$37,691 | 2015-12-18 | 2016-01-13 |
| JP MORGAN A55272008 | P | $14,667 | $4,950 | $9,717 | $9,717 | ||
| JP MORGAN A81837006 | P | $919,728 | $945,118 | -$25,390 | -$25,390 | 2016-07-14 | |
| JP MORGAN A81837204 | P | $9,477 | $9,469 | $8 | $8 | 2015-09-28 | |
| JP MORGAN A81837204 | P | $3,809 | $3,958 | -$149 | -$149 | 2011-04-08 | |
| JP MORGAN A81837204 | P | $5,930 | $6,293 | -$363 | -$363 | 2016-03-15 | |
| JP MORGAN A81837204 | P | $5,799 | $6,379 | -$580 | -$580 | 2014-03-12 | |
| JP MORGAN A81837204 | P | $10,000 | $11,882 | -$1,882 | -$1,882 | 2011-08-19 | 2016-06-20 |
| JP MORGAN Q81631006 | P | $976,958 | $975,866 | $1,092 | $1,092 | 2015-12-18 | 2016-01-11 |
| JP MORGAN Q81631006 | P | $47,691 | $53,175 | -$5,484 | -$5,484 | 2015-12-24 | 2016-01-13 |
| JP MORGAN Q81631006 | P | $162,336 | $182,024 | -$19,688 | -$19,688 | 2015-12-24 | 2016-01-13 |
| JP MORGAN Q81631006 | P | $296,843 | $335,243 | -$38,400 | -$38,400 | 2015-12-18 | 2016-01-22 |
| JP MORGAN A55272008 | P | $20,853 | $11,399 | $9,454 | $9,454 | ||
| JP MORGAN A81837006 | P | $485,501 | $525,000 | -$39,499 | -$39,499 | 2016-01-25 | |
| JP MORGAN A81837204 | P | $9,675 | $9,667 | $8 | $8 | 2015-09-28 | |
| JP MORGAN A81837204 | P | $4,157 | $4,328 | -$171 | -$171 | 2016-12-12 | |
| JP MORGAN A81837204 | P | $6,650 | $7,016 | -$366 | -$366 | 2016-09-27 | |
| JP MORGAN A81837204 | P | $6,796 | $7,391 | -$595 | -$595 | 2012-11-19 | |
| JP MORGAN A81837204 | P | $16,872 | $18,812 | -$1,940 | -$1,940 | 2011-08-11 | |
| JP MORGAN Q81631006 | P | $185,667 | $184,976 | $691 | $691 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $60,898 | $68,100 | -$7,202 | -$7,202 | 2015-12-18 | 2016-01-19 |
| JP MORGAN Q81631006 | P | $253,220 | $273,400 | -$20,180 | -$20,180 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $482,099 | $522,650 | -$40,551 | -$40,551 | 2015-12-18 | 2016-01-21 |
| JP MORGAN A55272008 | P | $22,424 | $16,678 | $5,746 | $5,746 | ||
| JP MORGAN A81837204 | P | $16,890 | $16,117 | $773 | $773 | 2016-08-15 | |
| JP MORGAN A81837204 | P | $3,000 | $2,993 | $7 | $7 | 2011-06-27 | 2016-06-15 |
| JP MORGAN A81837204 | P | $1,182 | $1,364 | -$182 | -$182 | 2012-08-20 | 2016-10-13 |
| JP MORGAN A81837204 | P | $3,480 | $3,863 | -$383 | -$383 | 2014-07-11 | |
| JP MORGAN A81837204 | P | $50,101 | $50,742 | -$641 | -$641 | ||
| JP MORGAN A81837204 | P | $16,033 | $17,982 | -$1,949 | -$1,949 | 2012-02-06 | 2016-09-16 |
| JP MORGAN Q81631006 | P | $64,714 | $65,423 | -$709 | -$709 | 2015-12-24 | 2016-01-13 |
| JP MORGAN Q81631006 | P | $68,898 | $76,385 | -$7,487 | -$7,487 | 2015-12-24 | 2016-01-13 |
| JP MORGAN Q81631006 | P | $375,753 | $397,850 | -$22,097 | -$22,097 | 2015-12-18 | 2016-01-21 |
| JP MORGAN Q81631006 | P | $560,143 | $602,924 | -$42,781 | -$42,781 | 2015-12-18 | 2016-01-22 |
| JP MORGAN A55272008 | P | $10,710 | $5,534 | $5,176 | $5,176 | 2012-01-27 | |
| JP MORGAN A81837204 | P | $149,988 | $149,243 | $745 | $745 | 2013-10-23 | 2016-09-08 |
| JP MORGAN A81837204 | P | $1,879 | $1,875 | $4 | $4 | 2013-10-31 | |
| JP MORGAN A81837204 | P | $10,574 | $10,776 | -$202 | -$202 | 2016-04-06 | 2016-09-27 |
| JP MORGAN A81837204 | P | $5,503 | $5,905 | -$402 | -$402 | 2016-06-20 | |
| JP MORGAN A81837204 | P | $11,652 | $12,329 | -$677 | -$677 | 2016-03-17 | |
| JP MORGAN A81837204 | P | $11,994 | $14,007 | -$2,013 | -$2,013 | 2012-05-17 | 2016-12-19 |
| JP MORGAN Q81631006 | P | $115,013 | $116,585 | -$1,572 | -$1,572 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $150,673 | $159,073 | -$8,400 | -$8,400 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $282,821 | $305,235 | -$22,414 | -$22,414 | 2015-12-18 | 2016-01-21 |
| JP MORGAN Q81631006 | P | $363,250 | $412,106 | -$48,856 | -$48,856 | 2015-12-18 | 2016-01-22 |
| JP MORGAN A55272008 | P | $18,194 | $14,518 | $3,676 | $3,676 | ||
| JP MORGAN A81837204 | P | $10,244 | $10,020 | $224 | $224 | 2016-04-01 | 2016-06-15 |
| JP MORGAN A81837204 | P | $21,575 | $21,572 | $3 | $3 | 2015-11-19 | |
| JP MORGAN A81837204 | P | $4,189 | $4,438 | -$249 | -$249 | 2011-04-14 | |
| JP MORGAN A81837204 | P | $101,168 | $101,582 | -$414 | -$414 | 2016-03-14 | 2016-05-20 |
| JP MORGAN A81837204 | P | $7,447 | $8,173 | -$726 | -$726 | 2014-02-03 | |
| JP MORGAN A81837204 | P | $50,673 | $52,986 | -$2,313 | -$2,313 | 2012-10-12 | 2016-08-04 |
| JP MORGAN Q81631006 | P | $528,340 | $529,965 | -$1,625 | -$1,625 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $151,972 | $160,570 | -$8,598 | -$8,598 | 2015-12-18 | 2016-01-13 |
| JP MORGAN Q81631006 | P | $288,880 | $311,775 | -$22,895 | -$22,895 | 2015-12-18 | 2016-01-22 |
| JP MORGAN Q81631006 | P | $184,765 | $233,640 | -$48,875 | -$48,875 | 2015-12-18 | 2016-01-16 |
| JP MORGAN A55272008 | P | $41,514 | $38,176 | $3,338 | $3,338 | ||
| JP MORGAN A81837204 | P | $27,159 | $27,041 | $118 | $118 | 2016-01-20 | 2016-01-29 |
| JP MORGAN A81837204 | P | $2,045 | $2,043 | $2 | $2 | 2013-04-01 | |
| JP MORGAN A81837204 | P | $4,154 | $4,424 | -$270 | -$270 | 2011-07-21 | |
| JP MORGAN A81837204 | P | $10,574 | $10,992 | -$418 | -$418 | 2015-07-30 | 2016-09-27 |
| JP MORGAN A81837204 | P | $8,162 | $8,958 | -$796 | -$796 | 2015-02-03 | |
| JP MORGAN A81837204 | P | $15,000 | $17,493 | -$2,493 | -$2,493 | 2011-08-04 | 2016-09-30 |
| JP MORGAN Q81631006 | P | $108,989 | $110,752 | -$1,763 | -$1,763 | 2015-12-18 | 2016-01-21 |
| JP MORGAN Q81631006 | P | $85,661 | $94,919 | -$9,258 | -$9,258 | 2015-12-18 | 2016-01-13 |
| JP MORGAN Q81631006 | P | $239,904 | $264,128 | -$24,224 | -$24,224 | 2015-12-18 | 2016-01-22 |
| JP MORGAN Q81631006 | P | $784,331 | $833,700 | -$49,369 | -$49,369 | 2015-12-18 | 2016-01-21 |
| JP MORGAN A55272008 | P | $14,457 | $12,269 | $2,188 | $2,188 | ||
| JP MORGAN A81837204 | P | $5,082 | $4,993 | $89 | $89 | 2014-12-03 | 2016-02-10 |
| JP MORGAN A81837204 | P | $5,164 | $5,163 | $1 | $1 | 2015-11-19 | |
| JP MORGAN A81837204 | P | $12,078 | $12,350 | -$272 | -$272 | 2014-07-01 | |
| JP MORGAN A81837204 | P | $6,023 | $6,445 | -$422 | -$422 | 2013-01-15 | |
| JP MORGAN A81837204 | P | $20,665 | $21,494 | -$829 | -$829 | 2012-09-19 | 2016-03-04 |
| JP MORGAN Q81631006 | P | $803,090 | $460,706 | $342,384 | $342,384 | 2016-01-11 | |
| JP MORGAN Q81631006 | P | $127,989 | $129,913 | -$1,924 | -$1,924 | 2015-12-18 | 2016-01-22 |
| JP MORGAN Q81631006 | P | $243,053 | $252,627 | -$9,574 | -$9,574 | 2015-12-18 | 2016-01-13 |
| JP MORGAN Q81631006 | P | $251,425 | $276,001 | -$24,576 | -$24,576 | 2015-12-18 | 2016-01-13 |
| JP MORGAN Q81631006 | P | $399,187 | $449,419 | -$50,232 | -$50,232 | 2015-12-18 | 2016-01-21 |
| JP MORGAN A55272008 | P | $175 | $175 | $175 | |||
| JP MORGAN A81837204 | P | $12,062 | $11,978 | $84 | $84 | 2012-05-03 | 2016-03-07 |
| JP MORGAN A81837204 | P | $560 | $563 | -$3 | -$3 | 2015-10-26 | 2016-12-16 |
| JP MORGAN A81837204 | P | $4,716 | $4,994 | -$278 | -$278 | 2009-08-12 | |
| JP MORGAN A81837204 | P | $8,080 | $8,534 | -$454 | -$454 | 2013-09-10 | |
| JP MORGAN A81837204 | P | $27,567 | $28,411 | -$844 | -$844 | 2016-02-24 | |
| JP MORGAN Q81631006 | P | $382,722 | $218,276 | $164,446 | $164,446 | 2016-01-13 | |
| JP MORGAN Q81631006 | P | $74,572 | $76,537 | -$1,965 | -$1,965 | 2015-12-18 | 2016-01-22 |
| JP MORGAN Q81631006 | P | $158,584 | $168,472 | -$9,888 | -$9,888 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $501,729 | $527,189 | -$25,460 | -$25,460 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $676,802 | $733,128 | -$56,326 | -$56,326 | 2015-12-15 | 2016-01-14 |
| JP MORGAN A55272008 | P | $267 | $223 | $44 | $44 | 2016-11-09 | |
| JP MORGAN A81837204 | P | $58 | $58 | $58 | 2016-11-03 | ||
| JP MORGAN A81837204 | P | $3,884 | $3,889 | -$5 | -$5 | 2015-11-13 | 2016-12-08 |
| JP MORGAN A81837204 | P | $9,656 | $9,949 | -$293 | -$293 | 2016-07-12 | |
| JP MORGAN A81837204 | P | $4,101 | $4,576 | -$475 | -$475 | 2016-01-11 | |
| JP MORGAN A81837204 | P | $8,180 | $9,059 | -$879 | -$879 | 2015-09-01 | |
| JP MORGAN Q81631006 | P | $173,700 | $80,000 | $93,700 | $93,700 | 2008-12-31 | 2016-01-13 |
| JP MORGAN Q81631006 | P | $72,587 | $75,384 | -$2,797 | -$2,797 | 2015-12-23 | 2016-01-22 |
| JP MORGAN Q81631006 | P | $241,796 | $252,241 | -$10,445 | -$10,445 | 2015-12-18 | 2016-01-19 |
| JP MORGAN Q81631006 | P | $397,195 | $423,305 | -$26,110 | -$26,110 | 2015-12-18 | 2016-01-21 |
| JP MORGAN Q81631006 | P | $790,955 | $848,225 | -$57,270 | -$57,270 | 2015-12-18 | 2016-01-11 |
| JP MORGAN A55272008 | P | $70,138 | $72,907 | -$2,769 | -$2,769 | ||
| JP MORGAN A81837204 | P | $24,059 | $24,004 | $55 | $55 | 2015-03-19 | |
| JP MORGAN A81837204 | P | $101,457 | $101,469 | -$12 | -$12 | 2016-03-14 | 2016-08-04 |
| JP MORGAN A81837204 | P | $101,847 | $102,156 | -$309 | -$309 | 2016-03-14 | 2016-05-20 |
| JP MORGAN A81837204 | P | $6,120 | $6,596 | -$476 | -$476 | 2012-04-27 | |
| JP MORGAN A81837204 | P | $5,904 | $6,804 | -$900 | -$900 | 2013-03-22 | 2016-11-14 |
| JP MORGAN Q81631006 | P | $101,262 | $75,733 | $25,529 | $25,529 | 2012-12-21 | 2016-01-13 |
| JP MORGAN Q81631006 | P | $891,045 | $893,888 | -$2,843 | -$2,843 | 2015-12-18 | 2016-01-19 |
| JP MORGAN Q81631006 | P | $235,318 | $247,618 | -$12,300 | -$12,300 | 2015-12-18 | 2016-01-19 |
| JP MORGAN Q81631006 | P | $263,842 | $291,949 | -$28,107 | -$28,107 | 2015-12-18 | 2016-01-19 |
| JP MORGAN Q81631006 | P | $373,426 | $432,050 | -$58,624 | -$58,624 | 2013-01-31 | 2016-10-06 |
| JP MORGAN A81837006 | P | $504,429 | $488,149 | $16,280 | $16,280 | 2016-02-02 | 2016-09-19 |
| JP MORGAN A81837204 | P | $6,050 | $6,019 | $31 | $31 | 2016-03-31 | 2016-05-05 |
| JP MORGAN A81837204 | P | $237 | $264 | -$27 | -$27 | ||
| JP MORGAN A81837204 | P | $6,861 | $7,170 | -$309 | -$309 | 2016-03-15 | |
| JP MORGAN A81837204 | P | $6,278 | $6,755 | -$477 | -$477 | 2012-12-14 | |
| JP MORGAN A81837204 | P | $11,157 | $12,189 | -$1,032 | -$1,032 | 2014-07-25 | |
| JP MORGAN Q81631006 | P | $82,418 | $74,026 | $8,392 | $8,392 | 2012-12-21 | 2016-01-13 |
| JP MORGAN Q81631006 | P | $84,079 | $87,146 | -$3,067 | -$3,067 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $185,868 | $198,319 | -$12,451 | -$12,451 | 2015-12-18 | 2016-01-14 |
| JP MORGAN Q81631006 | P | $397,886 | $426,160 | -$28,274 | -$28,274 | 2015-12-18 | 2016-01-19 |
| JP MORGAN Q81631006 | P | $302,366 | $361,326 | -$58,960 | -$58,960 | 2015-12-18 | 2016-01-22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$535,804 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,160,635 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,239,696 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,711,590 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.105488 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,798,205 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,576,577 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060798 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,387,415 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,169,342 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051065 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,672,409 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,103,376 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061705 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,445,786 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,924,980 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051774 | DistributionYr5Rt |
| Total Distribution | 0.330830 | TotalDistributionRt |
| Average Distribution | 0.066166 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $67,971,219 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,497,384 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,466 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,508,850 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,580,206 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,932 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,932 | SubtotalAmt |
| Tax Based On Investment Income | $22,932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $14,132 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ALLYNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARGARET OCONNELL | IndividualWithBooksNm |
| Phone | 3156855059 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 FENNELL STREET | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 F ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | PREDIDENT | 1.00 | $0 | $0 | $0 |
| LEW F ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| ERIC ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | TREASURER | 1.00 | $0 | $0 | $0 |
| DAWN ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | CO-SECRETARY | 1.00 | $0 | $0 | $0 |
| JANET ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | CO-SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMY ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSH ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MEAGHAN ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KALEEN ALLYN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TANYA DILLON | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TASHA GIVEN | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SONYA FALCONE | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LUKE FALCONE | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET OCONNELL | ||||||||
| 11 FENNELL STREET | SKANEATELES | NY | 13152 | EXECUTIVE DI | 40.00 | $122,400 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $68,834,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,006,314 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $69,006,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,035,095 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,971,219 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,398,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,398,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,932 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,932 | TotalTaxAmt |
| Distributable Before Adj | $3,375,629 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,375,629 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,375,629 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,580,206 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,580,206 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,580,206 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,375,629 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $69,539 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $325,296 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,863 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $347,910 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,721,236 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,508,844 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,580,206 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,580,206 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $795,423 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $795,423 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,713,421 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,713,421 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,713,421 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MEG O'CONNELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 FENNELL STREET | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3156855059 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED "GENERAL GUIDELINES FOR GRANTS" | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABC CAYUGA INC | |||||||
| PO BOX 1529 | AUBURN | NY | 13021 | CAPITAL COSTS FOR PLAY SPACE | $125,000 | ||
| ABC CAYUGA INC | |||||||
| PO BOX 1529 | AUBURN | NY | 13021 | OPERATING EXPENSES | $75,000 | ||
| ABC CAYUGA INC | |||||||
| PO BOX 1529 | AUBURN | NY | 13021 | CAPITAL COSTS FOR PLAY SPACE | $17,000 | ||
| ALIVE FOUNDATION INC | |||||||
| 3382 COUNTY LINE ROAD | SKANEATELES | NY | 13152 | EXECUTIVE COACHING SERVICES | $850 | ||
| AMERICAN HEART ASSOCIATION | |||||||
| 2 CLINTON SQUARE STE 305 | SYRACUSE | NY | 13202 | GO RED FOR WOMEN CAMPAIGN | $10,000 | ||
| AMERICAN HEART ASSOCIATION | |||||||
| 2 CLINTON SQUARE STE 305 | SYRCUSE | NY | 13202 | CIRCLE OF RED | $1,000 | ||
| AMERICAN RED CROSSONONDAGA | |||||||
| 344 W GENESEE STREET | SYRACUSE | NY | 13202 | FIRE PREVENTION PROGRAM | $5,000 | ||
| ARC OF ONONDAGA | |||||||
| 600 SOUTH WILBUR AVENUE | SYRACUSE | NY | 13204 | SPREAD THE WORD CAMPAIGN EXPENSES | $1,000 | ||
| ARISE | |||||||
| 635 JAMES STREET | SYRACUSE | NY | 13203 | CONSULTING SERVICES | $10,000 | ||
| AUBURN PUBLIC THEATER | |||||||
| 8 EXCHANGE STREET | AUBURN | NY | 13021 | ANNE LAMOTT EVENT | $3,000 | ||
| AUBURN SPORTS BOOSTER INC | |||||||
| PO BOX 123 | AUBURN | NY | 13021 | 3RD & FINAL SOFTBALL FIELD | $20,000 | ||
| BOOKER T WASHINGTON COMMUNITY | |||||||
| 23 CHAPMAN AVENUE | AUBURN | NY | 13021 | MOMS MORNING OUT PROGRAM | $4,790 | CENTER OF AUBURN NY | |
| BOOKER T WASHINGTON COMMUNITY | |||||||
| 23 CHAPMAN AVENUE | AUBURN | NY | 13021 | SUPPORT FAMILIES OF THE CENTER | $2,500 | CENTER OF AUBURN NY | |
| CALVARY FOOD PANTRY CNY | |||||||
| 90 FRANKLIN STREET | AUBURN | NY | 13021 | ALLIEVIATE HUNGER EMPERGENCY SUPPORT | $5,000 | ||
| CATHOLIC CHARITIES OF ONONDAGA | |||||||
| 1654 WEST ONONDAGA STREET | SYRACUSE | NY | 13204 | PROGRAM SALARY/CONSULTANT SUPPORT | $85,000 | COUNTY | |
| CAYUGA CENTERS | |||||||
| 101 HAMILTON AVENUE | AUBURN | NY | 13021 | CONSULTANT - BUILDING CAPACITY | $10,000 | ||
| CAYUGA COUNTY HEALTH AND | |||||||
| 8 DILL STREET | AUBURN | NY | 13021 | REIMBURSEMENT OF PROGRAM EXPENSES | $42 | HUMAN SERVICES DEPARTMENT | |
| CAYUGA SENECA COMMUNITY | |||||||
| 89 YORK STREET | AUBURN | NY | 13021 | KINSHIP CAREGIVER PROGRAM | $12,000 | ACTION AGENCY | SUITE 1 |
| CENTER FOR COURT INNOVATION | |||||||
| 601 TULLY STREET | SYRACUSE | NY | 13204 | FOOD FOR COMMUNITY EVENTS & PROGRAMS | $4,800 | ||
| CENTER OF HOPE INTERNATIONAL | |||||||
| 5013 S SALINA STREET | SYRACUSE | NY | 13205 | PROGRAM & EVENT SUPPORT | $2,000 | ||
| CENTERSTATE CEO FOUNDATION INC | |||||||
| 115 WEST FAYETTE STREET | SYRACUSE | NY | 13202 | EXECUTIVE DIRECTOR POSITION SUPPORT | $25,000 | ||
| CENTERSTATE CEO FOUNDATION INC | |||||||
| 115 WEST FAYETTE STREET | SYRACUSE | NY | 13202 | CONSULTANT COST | $50,000 | ||
| CHILD CARE SOLUTIONS | |||||||
| 6724 THOMPSON ROAD | SYRACUSE | NY | 13211 | SUPPORT FOR EARLY CHILD. CONFERENCE | $3,000 | ||
| CLEAR PATH FOR VETERANS INC | |||||||
| 1223 SALT SPRINGS ROAD | CHITTENANGO | NY | 13037 | KATHY AWARD | $2,000 | ||
| COMMUNITY FOUNDATION OF COLLIER | |||||||
| 1110 PINERIDGE ROAD | NAPLES | FL | 34108 | DONATION IN HONOR OF DENNIS BROWN | $1,000 | COUNTY | SUITE 200 |
| DAVID'S REFUGE INC | |||||||
| 8195 CAZENOVIA ROAD | MANLIUS | NY | 131049672 | CONSULTANT - BLDG CAPACITY | $8,000 | SUITE 33 | |
| E JOHN GAVRAS CENTER | |||||||
| 182 NORTH STREET | AUBURN | NY | 13021 | DIRECTOR OF EARLY CHILDHOOD SALARY | $27,500 | ||
| EVERSON MUSEUM OF ART | |||||||
| 401 HARRISON STREET | SYRACUSE | NY | 13202 | SUMMER FILM UNDER THE STARS | $15,000 | ||
| EVERSON MUSEUM OF ART | |||||||
| 401 HARRISON STREET | SYRACUSE | NY | 13202 | SUMMER PICNIC 2016 | $3,500 | ||
| EXODUS 3 MINISTRIES | |||||||
| 305 NORTH GEDDES STREET | SYRACUSE | NY | 13204 | OPERATIONAL SUPPORT | $5,250 | ||
| EXPONENT PHILANTHROPY | |||||||
| PO BOX 65607 | WASHINGTON | DC | 200355607 | MEMBERSHIP RENEWAL | $750 | ||
| FINGER LAKES LAND TRUST | |||||||
| 202 EAST COURT STREET | ITHACA | NY | 14850 | 146 ACRE LAND ACQUISITION | $100,000 | ||
| FRIENDS OF THE CENTRAL LIBRARY | |||||||
| THE GALLERIES OF SYRACUSE | SYRACUSE | NY | 13202 | ROSAMOND GIFFORD AUTHOR LECTURE SERI | $3,000 | 447 SOUTH SALINA ST 5TH | |
| FRIENDS OF THE CENTRAL LIBRARY INC | |||||||
| THE GALLERIES OF SYRACUSE | SYRACUSE | NY | 13202 | STRATEGIC PLANNING CONSULTANT - BLDG | $7,000 | 447 SOUTH SALINA ST 5TH | |
| GIRL SCOUTS OF NY PENN PATHWAYS | |||||||
| 810 THOMPSON ROAD | CICERO | NY | 13039 | "CONFIDENT ME" PROGRAM SUPPORT | $5,000 | ||
| GOOD LIFE FOUNDATION | |||||||
| 2610 S SALINA STREET 4 | SYRACUSE | NY | 13205 | EVENT SUPPORT FOR GOOD LIFE STUDENTS | $1,000 | ||
| HABITAT FOR HUMANITY | |||||||
| 169 GENESEE STREET | AUBURN | NY | 13021 | TO BUILD ORGANIZATIONAL CAPACITY | $21,700 | CAYUGA COUNTY | PO BOX 1903 |
| HABITAT FOR HUMANITY | |||||||
| 169 GENESEE STREET | AUBURN | NY | 13021 | PROFESSIONAL DEVELOPMENT | $496 | CAYUGA COUNTY | PO BOX 1903 |
| HILLSIDE WORK SCHOLARSHIP CONNECTIO | |||||||
| 215 WYOMING STREET | SYRACUSE | NY | 13204 | ACADEMIC & CAREER SUPPORT 1ST PYMT | $20,000 | SECOND FLOOR | |
| HOME HEADQUARTERS INC | |||||||
| 538 ERIE BLVD WEST | SYRACUSE | NY | 13204 | PROGRAM EQUIP & SUPPORT | $2,362 | SUITE 100 | |
| HOPE FOR BEREAVED INC | |||||||
| 4500 ONONDAGA BLVD | SYRACUSE | NY | 13219 | BUILDING REPAIRS | $20,000 | ||
| HOSPICE OF THE FINGERLAKES | |||||||
| 1130 CORPORATE DRIVE | AUBURN | NY | 13021 | RICH NEWMAN'S SERVICE | $5,000 | ||
| HUMAN SERVICES COALITION OF CAYUGA | |||||||
| 17 EAST GENESEE STREET | AUBURN | NY | 13021 | MEMBERSHIP FOR ABC CAYUGA | $50 | COUNTY | |
| HUNTINGTON FAMILY CENTERS | |||||||
| 405 GIFFORD STREET | SYRACUSE | NY | 13204 | VEHICLE FOR CLIENT TRANSPORTATION | $35,000 | ||
| IMAGE INITIATIVE | |||||||
| 4465 E GENESEE ST 175 | SYRACUSE | NY | 13214 | SISTERS EMPOWERING SISTERS CONFERENC | $2,500 | ||
| INTERFAITH WORKS OF CENTRAL | |||||||
| 1010 JAMES STREET | SYRACUSE | NY | 13203 | PROGRAM & EVENT SUPPORT | $7,500 | NEW YORK | |
| JUBILEE HOMES OF SYRACUSE INC | |||||||
| 119 SOUTH AVENUE | SYRACUSE | NY | 13204 | OFFICE RENOVATIONS | $29,000 | ||
| LAKER TRANSPORTATION PROJECT INC | |||||||
| PO BOX 644 | SKANEATELES | NY | 13152 | COMMITTEE MEMBER DONATION | $1,000 | ||
| LEADERSHIP CAYUGA | |||||||
| 2 STATE STREET | AUBURN | NY | 13021 | PARTIAL SCHOLARSHIPS OF PARTICIPANTS | $2,200 | ||
| LANDMARK THEATRE | |||||||
| 362 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | HIRE 2 CONSULTANTS | $4,250 | ||
| L'ARCHE SYRACUSE INC | |||||||
| 920 SPENCER STREET | SYRACUSE | NY | 13204 | SOFTWARE & TABLET PURCHASES | $10,000 | ||
| LEMOYNE COLLEGE | |||||||
| 1419 SALT SPRINGS ROAD | SYRACUSE | NY | 13214 | SCHOLARSHIPS FOR HEALTH PROFESSIONS | $30,000 | ||
| LEMOYNE COLLEGE | |||||||
| 1419 SALT SPRINGS ROAD | SYRACUSE | NY | 13214 | FOUNDER'S DAY GALA | $3,700 | ||
| LEMOYNE COLLEGE | |||||||
| 1419 SALT SPRINGS ROAD | SYRACUSE | NY | 13214 | PROGRAM EQUIPMENT PURCHASES | $15,000 | ||
| LITERACY CNY | |||||||
| 100 NEW STREET | SYRACUSE | NY | 13202 | FUNDING FOR SMALL GROUP CLASSES | $7,392 | ||
| MARY NELSON YOUTH | |||||||
| 2849 SOUTH SALINA STREET | SYRACUSE | NY | 13205 | SCHOOL SUPPLIES | $2,000 | COMMUNITY CENTER | |
| MATTHEW HOUSE INC | |||||||
| 43 METCALF DRIVE | AUBURN | NY | 13021 | ANNUAL OPERATINGS FUND | $5,000 | ||
| MOST | |||||||
| 500 SOUTH FRANKLIN STREET | SYRACUSE | NY | 13202 | CAPITAL EXPENSES POWERING OUR FUTURE | $50,000 | ||
| MOVE ALONG INC | |||||||
| PO BOX 83 | BALDWINSVILLE | NY | 13027 | CONSULTANT TO ASSIST BOARD | $5,400 | ||
| NATIONAL CENTER FOR FAMILY PHILANTH | |||||||
| 1101 CONNECTICUT AVENUE N | WASHINGTON | DC | 20036 | FRIENDS OF THE FAMILY RENEWAL | $1,500 | SUITE 220 | |
| NEIGHBORHOOD HOUSE OF AUBURN | |||||||
| 81 WALL STREET | AUBURN | NY | 13021 | FOR PREPARATION OF ANNUAL TAX FILING | $8,000 | NY INC | |
| NORTH SIDE LEARNING CENTER OF | |||||||
| 501 PARK STREET | SYRACUSE | NY | 13203 | TO HIRE FULL TIME DIRECTOR | $36,000 | SYRACUSE ICN | |
| NY FUNDERS ALLIANCE | |||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | MEMBERSHIP RENEWAL | $2,500 | CNY PHILANTHROPY CENTER | |
| ON POINT FOR COLLEGE | |||||||
| 1654 W ONONDAGA STREET | SYRACUSE | NY | 13204 | ADVANCING EDUPLOYMENT | $100,000 | ||
| ON POINT FOR COLLEGE | |||||||
| 1654 W ONONDAGA STREET | SYRACUSE | NY | 13204 | COMMITTEE MEMBER DONATION | $3,000 | ||
| ON POINT FOR COLLEGE | |||||||
| 1654 W ONONDAGA STREET | SYRACUSE | NY | 13204 | COMMITTEE MEMBER DONATION | $1,000 | ||
| ONONDAGA EARTH CORPS INC | |||||||
| 100 NEW STREET ROOM 239 | SYRACUSE | NY | 13202 | YOUTH PROGRAM SUPPORT | $25,000 | SUNY - EOC | |
| ONONDAGA EARTH CORPS INC | |||||||
| 100 NEW STREET ROOM 239 | SYRACUSE | NY | 13202 | CASH BUFFERING - YOUTH PROGRAMMING | $10,000 | SUNY - EOC | |
| ONONDAGA HISTORICAL ASSOCIATION | |||||||
| 321 MONTGOMERY STREET | SYRACUSE | NY | 13202 | WHEELCHAIR LIFT FOR MUSEUM | $25,000 | ||
| ONONDAGA HISTORICAL ASSOCIATION | |||||||
| 321 MONGOMERY STREET | SYRACUSE | NY | 13202 | PROGRAM SUPPORT FOR PRESENTATION | $150 | ||
| PARTNERSHIP FOR RESULTS INC | |||||||
| 23 CHAPMAN AVENUE | AUBURN | NY | 13021 | TRIPLE P SUMMER PROGRAM | $2,700 | ||
| REFUGEE & IMMIGRANT SELF- | |||||||
| 302 BURT STREET | SYRACUSE | NY | 13202 | WOMEN'S EMPOWERMENT PROGRAM | $16,210 | EMPOWERMENT INC | |
| RESCUE MISSION ALLIANCE OF SYRACUSE | |||||||
| 155 GIFFORD STREET | SYRACUSE | NY | 13202 | TOM WOODS SERVICE FOUNDATION | $5,000 | ||
| RESCUE MISSION ALLIANCE OF SYRACUSE | |||||||
| 155 GIFFORD STREET | SYRACUSE | NY | 13202 | CAPITAL CAMPAIGN 1ST INSTALL OF 3 | $100,000 | ||
| RESCUE MISSION ALLIANCE OF SYRACUSE | |||||||
| 155 GIFFORD STREET | SYRACUSE | NY | 13202 | 3RD & FINAL 3YR/150,000 PLEDGE | $50,000 | ||
| RESPONSIVE TO OUR COMMUNITY INC | |||||||
| 7253 KENDALL DR E | EAST SYRACUSE | NY | 13057 | PROGRAM SUPPORT | $29,000 | ||
| SKANEATELES CENTRAL SCHOOL | |||||||
| 49 EAST ELIZABETH STREET | SKANEATELES | NY | 13152 | WG ALLYN HOCKEY AWARD - BOYS & GIRLS | $2,200 | WG ALLYN HOCKEY AWARD | |
| SKANEATELES EARLY CHILDHOOD CENTER | |||||||
| 1574 CHERRY VALLEY TURNPI | SKANEATELES | NY | 13152 | SECC CELEBRATION HONORING S REDDING | $2,500 | ||
| SKANEATELES ECUMENICAL FOOD PANTRY | |||||||
| 819 W GENESEE STREET ROAD | SKANEATELES | NY | 13152 | COMMITTEE MEMBER DONATION | $1,000 | PO BOX 901 | |
| SKANEATELES FESTIVAL | |||||||
| 97 GENESEE STREET | SKANEATELES | NY | 13152 | SUPPORT FOR CAPITAL CAMPAIGN | $35,000 | ||
| SKANEATELES LAKE ASSOCIATION | |||||||
| PO BOX 862 | SKANEATELES | NY | 13152 | COMMITTEE MEMBER DONATION | $3,000 | ||
| SKANEATELES LIBRARY ASSOCIATION | |||||||
| 49 EAST GENESEE STREET | SKANEATELES | NY | 13152 | BOOKENDS PROJECT | $400,100 | ||
| SKANEATELES NURSERY SCHOOL INC | |||||||
| 1 EAST AUSTIN STREET | SKANEATELES | NY | 13152 | EQUIPMENT AND PROGRAM MATERIALS | $6,000 | ||
| SOUTHSIDE INTERFAITH COMMUNITY | |||||||
| 500 W NEWELL STREET | SYRACUSE | NY | 13205 | FARM FRESH MOBILE MARKET FOR 2016 | $5,000 | DEVELOPMENT CORPORATION | PO BOX 216 |
| SPAFFORD AREA HISTORICAL SOCIETY | |||||||
| PO BOX 250 | MARIETTA | NY | 13110 | RENOVATIONS AT GRANGE HALL | $20,000 | ||
| STAND AGAINST SUICIDE | |||||||
| 5361 LYNCH ROAD | ELBRIDGE | NY | 13060 | OPERATING SUPPORT | $1,000 | ||
| SYMPHORIA | |||||||
| 250 HARRISON STREET | SYRACUSE | NY | 13202 | SPARK SERIES | $25,000 | ||
| SYRACUSE 20-20 | |||||||
| 120 MADISON STREET | SYRACUSE | NY | 13202 | ANNUAL CONTRIBUTION | $2,000 | 15TH FLOOR | |
| SYRACUSE ACADEMY OF SCIENCE CHARTER | |||||||
| 4837 S SALINA STREET | SYRACUSE | NY | 13205 | CREATION OF LENDING LIBRARY | $10,000 | ||
| SYRACUSE CITY SCHOOL DISTRICT | |||||||
| 9827 CAROUSEL CENTER DR | SYRACUSE | NY | 13290 | RECOGNITION BREAKFAST | $1,000 | EDUCATION FOUNDATION | |
| SYRACUSE MODEL NEIGHBORHOOD | |||||||
| 401 SOUTH AVE | SYRACUSE | NY | 13204 | COSTS FOR DIR OF PROGRAM DEVELOPMENT | $2,500 | FACILITY INC - FAMILY PLANNING SVS | |
| SYRACUSE MODEL NEIGHBORHOOD | |||||||
| 401 SOUTH AVE | SYRACUSE | NY | 13204 | DIR OF PROGRAM DEVELOPMENT COST 1ST | $35,000 | FACILITY INC - FAMILY PLANNING SVS | |
| SYRACUSE NORTHEAST COMMUNITY CENTER | |||||||
| 716 HAWLEY AVE | SYRACUSE | NY | 13203 | 2ND PYMT - VOLUNTEER COORDINATOR | $30,000 | ||
| SYRACUSE STAGE | |||||||
| 820 EAST GENESEE STREET | SYRACUSE | NY | 13210 | STUDENT MATINEE PERFORMANCES | $15,000 | ||
| UNITED WAY OF CENTRAL NEW YORK | |||||||
| PO BOX 2129 | SYRACUSE | NY | 13220 | WORK TRAIN COLLABORATIVE | $75,000 | ||
| VERA HOUSE | |||||||
| 6181 THOMPSON ROAD | SYRACUSE | NY | 13206 | 1ST PYMT OFFICE RENOVATIONS | $50,000 | SUITE 100 | |
| WHOLE ME INC | |||||||
| 1015 STATE FAIR BLVD | SYRACUSE | NY | 13209 | CONSUTLANT TO INCREASE CAPACITY | $7,500 | ||
| WHOLE ME INC | |||||||
| 1015 STATE FAIR BLVD | SYRACUSE | NY | 13209 | OFFICE RENOVATIONS | $15,000 | ||
| WHOLE ME INC | |||||||
| 1015 STATE FAIR BLVD | SYRACUSE | NY | 13209 | CONSULTANT TO INCREASE CAPACITY | $10,000 | ||
| WILDERNESS SEARCH AND RESCUE TEAM | |||||||
| PO BOX 5543 | SYRACUSE | NY | 13220 | COMMITTEE MEMBER DONATION | $3,000 | ||
| YMCA OF GREATER SYRACUSE | |||||||
| 340 MONTGOMERY STREET | SYRACUSE | NY | 13202 | DOWNTOWN WRITERS CENTER ROOM | $10,000 | ||
| YMCA-WEIU | |||||||
| 27 WILLIAM STREET | AUBURN | NY | 13021 | WEDNESDAY MORNING ROUND TABLE | $1,000 | ||
| YWCA OF SYRACUSE & ONONDAGA COUNTY | |||||||
| 401 DOUGLAS STREET | SYRACUSE | NY | 13203 | HIRING DIR OF DEVELOPMENT & COMMUNIC | $20,000 | ||
| SYRACUSE RBI | |||||||
| 4736 ONONDAGA BLVD | SYRACUSE | NY | 13219 | BASEBALL & SOFTBALL FOR INTER CITY | $5,000 | PBM 415 | |
| TILLIE'S TOUCH INC | |||||||
| 111 PATTON AVE | EAST SYRACUSE | NY | 13057 | SOCCAR PROGRAM FOR UNDERSERVED CHILD | $3,000 | ||
| UNITED WAY OF CENTRAL NEW YORK INC | |||||||
| PO BOX 2129 | SYRACUSE | NY | 13220 | SUPPORT OF EARLY CHILDHOOD ALLIANCE | $40,000 | ||
| WELLS COLLEGE | |||||||
| 170 MAIN STREET | AURORA | NY | 13026 | FOUR 5,000 SCHOLORSHIPS | $20,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,201,392 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,363,613 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$535,804 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,363,613 | ExclusionAmt |
| Related Or Exempt Function Incm | -$535,804 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $827,809 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| WILLIAM JANET ALLYN | |||||||
| 1 | 11 FENNELL STREET | SKANEATELES | NY | 13152 | $1,232,133 | Yes (X) | |
| ERIC ALLYN AND MARGARET O'CONNELL | |||||||
| 7 | 11 FENNELL STREET | SKANEATELES | NY | 13152 | $1,700,000 | Yes (X) | |
| LEW DAWN ALLYN | |||||||
| 2 | 11 FENNELL STREET | SKANEATELES | NY | 13152 | $2,382,580 | Yes (X) | Yes (X) |
| DAVID AMY ALLYN | |||||||
| 8 | 11 FENNELL STREET | SKANEATELES | NY | 13152 | $1,500,000 | Yes (X) | |
| JOSHUA ALLYN | |||||||
| 3 | 11 FENNELL STREET | SKANEATELES | NY | 13152 | $1,300,000 | Yes (X) | |
| BLAKE TANYA DILLON | |||||||
| 4 | 11 FENNELL STREET | SKANEATELES | NY | 13152 | $4,000,000 | Yes (X) | |
| MATT TASHA GIVEN | |||||||
| 5 | 11 FENNELL STREET | SKANEATELES | NY | 13152 | $2,500,000 | Yes (X) | |
| MARK ALLISON ALLYN | |||||||
| 6 | 11 FENNELL STREET | SKANEATELES | NY | 13152 | $1,350,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | INVESTMENTS | $1,232,133 |
| 2 | INVESTMENTS | $1,582,580 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEE | $821 | $123 | $698 |
| ACCOUNTING FEES | $29,000 | $4,350 | $24,650 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| GRANT MANAGEMENT COMPUTER SOFTWARE | 2007-06-30 | $9,023 | $9,023 | S/L | 3.0000 | ||
| OFFICE FURNITURE | 2007-06-30 | $7,249 | $7,249 | S/L | 7.0000 | ||
| COMPUTER EQUIPMENT | 2007-06-30 | $20,542 | $20,542 | S/L | 5.0000 | ||
| OFFICE FURNITURE | 2007-06-30 | $1,453 | $1,453 | S/L | 7.0000 | ||
| OFFICE FURNITURE | 2007-06-30 | $1,834 | $1,834 | S/L | 7.0000 | ||
| BUILD OUT COSTS | 2010-12-01 | $6,000 | $6,000 | S/L | 3.0000 | ||
| ACCESSORIES | 2012-04-03 | $1,837 | $1,469 | S/L | 5.0000 | $368 | $368 |
| LAND - TOWN OF NILES | 2015-06-30 | $1,087,900 | |||||
| REFRIGERATOR | 2016-03-30 | $1,498 | S/L | 7.0000 | $161 | $161 | |
| CONFERENCE TABLE | 2016-07-19 | $7,000 | S/L | 7.0000 | $417 | $417 | |
| SIDE TABLE | 2016-07-19 | $2,000 | S/L | 7.0000 | $119 | $119 | |
| CONFERENCE ROOM CHAIRS | 2016-07-30 | $12,656 | S/L | 7.0000 | $753 | $753 | |
| COMPUTER EQUIPMENT | 2016-08-05 | $2,153 | S/L | 5.0000 | $179 | $179 | |
| COMPUTER EQUIPMENT | 2016-11-03 | $2,993 | S/L | 5.0000 | $100 | $100 | |
| 11 FENNELL ST CONSTRUCTION EXTRAS | 2016-03-01 | $4,072 | S/L | 3.0000 | $1,131 | $1,131 | |
| OFFICE FURNITURE - TO BE COMPLETED | 2016-11-22 | $2,574 | 7.0000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SHORT TERM INVESTMENTS | $232,734 | $232,734 |
| CORPORATE BONDS | $1,136,597 | $1,136,597 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN | StockNm |
| EOY Book Value | $39,159,912 | EOYBookValueAmt |
| EOYFMV | $39,159,912 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $18,882,479 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $18,882,479 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS-SEE ATTACHED | FMV | $10,475,952 | $10,475,952 |
| CASH EQUIVALENTS - SEE ATTACHED | FMV | $14,624,924 | $14,624,924 |
| INVESTMENT IN PARTNERSHIPS | FMV | $584,502 | $584,502 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| $82,883 | $50,797 | $32,086 | $32,086 |
| $1,087,900 | $1,087,900 | $1,087,900 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENTS AND INTEREST RECEIVABLE | Desc |
| BOY Book Value | $84,012 | BOYBookValueAmt |
| EOY Book Value | $133,343 | EOYBookValueAmt |
| EOYFMV | $133,343 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH ADJUSTMENT | Desc |
| Amt | $1,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSE | $24,646 | $3,697 | $20,949 |
| TELEPHONE | $3,739 | $561 | $3,178 |
| INSURANCE | $1,827 | $274 | $1,553 |
| TRAINING | $2,602 | $390 | $2,212 |
| CLEANING | $2,550 | $382 | $2,168 |
| MEETINGS AND CONFERENCES | $11,143 | $1,671 | $9,472 |
| DIRECT PROGRAM EXPENSE | $15,762 | $15,762 | |
| TRAVEL | $11,828 | $1,774 | $10,054 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN (LOSS) | Desc |
| Amt | $3,120,272 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $153,709 | $153,709 | |
| OTHER PROFESSIONAL FEES | $48,874 | $7,331 | $41,543 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $42,576 | $42,576 | |
| FEDERAL EXCISE TAX | $4,473 | $2,236 | $2,237 |
| FOREIGN TAX | $1,670 | $1,670 |
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