POLISSENI FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- POLISSENI FOUNDATION INC (EIN 16-1611263)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2017-10-02
- IRS object ID
- 201742759349100714
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-02T13:42:24-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474526160 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EFPR GROUP CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 KENNETH DRIVE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161611263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE POLISSENI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POLI | BusinessNameControlTxt |
| Phone | 5856410151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 LINDEN OAKS NO 200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14625 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY POLISSENI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5856410151 | PhoneNum |
| Signature | 2017-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VINCENT J TOMEI III CPA | PreparerPersonNm |
| PTIN | P00936595 | PTIN |
| Phone | 5854278900 | PhoneNum |
| Preparation | 2017-09-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-21 | IPDt |
| IP Tm | 15:57:21 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B88C03DEA609E64CD5BED11AC777DB586D95A62D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 088A340D53FD35459ACB7C89DDA16DCBE26961F0 | 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 | $1,020,552 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,954 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $740,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $790,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $740,662 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,769,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $768,309 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,620 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,620 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $8,968 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8,968 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,989 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $995 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $994 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,858 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,556 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,302 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,639 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,796 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $499,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $499,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $541,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,639 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $514,271 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,227,353 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $740,670 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $1,022,207 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,973,119 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,020,552 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $24,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,261 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,022,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,973,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,020,552 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $460,215 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $183,774 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $460,215 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $183,774 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $561,992 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,789,345 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $561,992 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,789,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,022,207 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,973,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $561,992 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,227,353 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,789,345 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,789,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 600 SHS OF PAYCHEX INC | P | 2017-04-26 | $35,313 | $2,250 | $33,063 | $33,063 |
| 6,700 SHS OF PAYCHEX INC | P | 2017-03-21 | $411,773 | $25,125 | $386,648 | $386,648 |
| 750 SHS OF PAYCHEX INC | P | 2017-03-31 | $43,703 | $2,813 | $40,890 | $40,890 |
| 500 SHS OF PAYCHEX INC | P | 2017-02-08 | $28,381 | $1,875 | $26,506 | $26,506 |
| 1695 SHS OF PAYCHEX INC | P | 2017-01-31 | $101,101 | $6,357 | $94,744 | $94,744 |
| 1200 SHS OF PAYCHEX INC | P | 2016-11-03 | $64,379 | $4,500 | $59,879 | $59,879 |
| 1900 SHS OF PAYCHEX INC | P | 2016-10-21 | $106,057 | $7,125 | $98,932 | $98,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $740,662 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $520,048 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $520,296 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.999523 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $513,457 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $465,629 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.102717 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $739,310 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $651,435 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.134895 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $266,506 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $322,344 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.826775 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $416,065 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $582,625 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.714121 | DistributionYr5Rt |
| Total Distribution | 4.778031 | TotalDistributionRt |
| Average Distribution | 0.955606 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $404,532 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $386,573 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,407 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $393,980 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $514,271 | 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 | $7,407 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,407 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,586 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,586 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,821 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.POLISSENIFOUNDATION.COM/ | WebsiteAddressTxt |
| Individual With Books | GP ASSOCIATES | IndividualWithBooksNm |
| Phone | 5856410151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 LINDEN OAKS SUITE 200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14625 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| WANDA POLISSENI | ||||||||
| 16 BEAUCLAIRE LANE | FAIRPORT | NY | 14450 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| GARY POLISSENI | ||||||||
| 5 WHISPERWOOD DRIVE | VICTOR | NY | 14564 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GREGORY POLISSENI | ||||||||
| 17 MILES AVENUE | FAIRPORT | NY | 14450 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| VALERIE POLISSENI WILCOX | ||||||||
| 31 HYACINTH LANE | FAIRPORT | NY | 14450 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GLENN E PEZZOLO | ||||||||
| 36 WEST MAIN STREET | ROCHESTER | NY | 14614 | DIRECTOR | 0.00 | $0 | $0 | $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 | $410,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $410,692 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $410,692 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,160 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $404,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,227 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,227 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,407 | TotalTaxAmt |
| Distributable Before Adj | $12,820 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,820 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,820 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $514,271 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $514,271 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,407 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $506,864 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,820 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $402,751 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $266,506 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $722,010 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $497,312 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $494,053 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,382,632 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $514,271 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,820 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $501,451 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,884,083 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $402,751 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,481,332 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $266,506 | ExcessFromYear4Amt |
| Excess From Year3 | $722,010 | ExcessFromYear3Amt |
| Excess From Year2 | $497,312 | ExcessFromYear2Amt |
| Excess From Year1 | $494,053 | ExcessFromYear1Amt |
| Excess From Current Year | $501,451 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE POLISSENI FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GP ASSOCIATES 1080 PITTSFORD | AddressLine1Txt |
| Address Line2 | VICTOR ROAD STE 201 | AddressLine2Txt |
| City | PITTSFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5856410151 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION FORM, PROPOSAL, PROJECT BUDGET, ORGANIZATION OPERATING BUDGET, BOARD OF DIRECTORS LISTING, MOST RECENT FINANCIAL STATEMENT, COPY OF IRS 501(C)(3) DETERMINATION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 50 PRINCE STREET | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $72,500 |
| AUTISM UP | |||||||
| 180 LINDEN OAKS | ROCHESTER | NY | 14625 | NONE | PUBLIC CHARITY | CHARITY | $7,000 |
| CAMERON COMMUNITY MINISTRIES | |||||||
| 48 CAMERON ST | ROCHESTER | NY | 14606 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| CDS MONARCH | |||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| DAYSTAR FOR MEDICALLY FRAGILE CHILDREN | |||||||
| 700 LAC DEVILLE | ROCHESTER | NY | 14618 | NONE | PUBLIC CHARITY | CHARITY | $2,500 |
| GILDA'S CLUB | |||||||
| 225 ALEXANDER STREET | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| GREATER CANANDAIGUA FAMILY YMCA | |||||||
| 34 NORTH MAIN STREET | CANANDAIGUA | NY | 14424 | NONE | PUBLIC CHARITY | CHARITY | $50,000 |
| RIT | |||||||
| 1 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | NONE | PUBLIC CHARITY | CHARITYCHARITY | $166,700 |
| ROCHESTER MUSEUM & SCIENCE CENTER | |||||||
| 657 EAST AVE | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $2,500 |
| SPIRITUS CHRISTI MENTAL HEALTH CENTER | |||||||
| 121 N FITZHUGH STREET | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $1,500 |
| ST JOHN FISHER COLLEGE | |||||||
| 3690 EAST AVENUE | ROCHESTER | NY | 14618 | NONE | PUBLIC CHARITY | CHARITY | $150,000 |
| STARBRIDGE | |||||||
| 1650 SOUTH AVE | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITY | $1,500 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| BISHOP KEARNEY | |||||||
| 125 KINGS HIGHWAY | ROCHESTER | NY | 14617 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| 13THIRTY CANCER CONNECT | |||||||
| 1000 ELMWOOD AVENUE | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITY | $1,275 |
| WNY WRECKERS INC | |||||||
| 65 TOWPATH LANE | ROCHESTER | NY | 14618 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| RACFI | |||||||
| 500 EAST AVE SUITE | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $2,500 |
| OASIS ADAPTIVE SPORTS INC | |||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| EAST HOUSE | |||||||
| 1701 LAC DEVILLE | ROCHESTER | NY | 14618 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| ROCHESTER HEARING & SPEECH CENTER | |||||||
| 1000 ELMWOOD AVE STE 400 | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITY | $2,500 |
| BOYS & GIRLS CLUB OF ROCHESTER | |||||||
| 500 GENESEE ST | ROCHESTER | NY | 14611 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| ST PAUL'S EVANGELICAL CHURCH | |||||||
| 28 LINCOLN AVE | PITTSFORD | NY | 14534 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| HIS BRANCHES | |||||||
| 342 ARNETT BLVD | ROCHESTER | NY | 14619 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| ROCHESTER AREA CRIME STOPPERS | |||||||
| 475 NORRIS DR | ROCHESTER | NY | 14610 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| LIFETIME ASSISTANCE FOUNDATION | |||||||
| 425 PAUL RD | ROCHESTER | NY | 14624 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| GENESEE COUNTRY VILLAGE & MUSEUM | |||||||
| PO BOX 310 1410 FLINT RD | MUMFORD | NY | 14511 | NONE | PUBLIC CHARITY | CHARITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $499,475 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,647 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $740,662 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,647 | ExclusionAmt |
| Related Or Exempt Function Incm | $740,662 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $768,309 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | INCOME GENERATED FROM THE SALE OF SECURITIES IS USED TO CREATE |
| 8 | ADDITIONAL INCOME TO DISTRIBUTE TO CHARITIES |
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 | WANDA POLISSENI | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 BEAUCLAIRE LANE | AddressLine1Txt |
| City | FAIRPORT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,954 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 17,240 SHARES OF PAYCHEX STOCK | NoncashPropertyDesc |
| Fair Market Value | $1,000,954 | FairMarketValueAmt |
| Received | 2017-05-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,620 | Amt |
| Net Investment Income | $3,620 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $1,973,119 | EOYBookValueAmt |
| EOYFMV | $1,020,552 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $100 | $100 | $0 |
| PAYROLL PROCESSING FEES | $1,266 | $633 | $633 |
| INSURANCE | $1,254 | $627 | $627 |
| WEB HOSTING | $42 | $0 | $42 |
| BANK FEE | $196 | $196 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| BOY Book Value | $460,215 | BOYBookValueAmt |
| EOY Book Value | $183,774 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WANDA POLISSENI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 BEAUCLAIRE LANE | AddressLine1Txt |
| City | FAIRPORT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14450 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $1,989 | Amt |
| Net Investment Income | $995 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $994 | DisbursementsCharitablePrpsAmt |
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