GREEN FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GREEN FAMILY FOUNDATION INC (EIN 20-4256553)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349101701
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T12:25:33-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204256553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 9415384013 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9726 53RD DR EAST | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342113760 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD J GREEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9415384013 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARL JACOB CPA | PreparerPersonNm |
| PTIN | P00435568 | PTIN |
| Phone | 3154729127 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,459,778 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $96,215 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64,417 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $197,934 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,893 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $401,255 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,434,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $378,134 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $53,182 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $695,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $693,626 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $78,393 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,393 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,821 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,411 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,410 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,030 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,097 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,525 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,986 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,175 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $963 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,565 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,283 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,282 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,773 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,768 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,766 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $279,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $178,127 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100,376 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $798,243 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $798,243 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,077,581 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $178,127 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $898,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$382,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $515,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $561,808 | CashBOYAmt |
| Cash EOY | $449,128 | CashEOYAmt |
| Cash EOYFMV | $449,128 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $100,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,325,429 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,274,579 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,274,579 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,343,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,120,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,120,856 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,978,004 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,615,215 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,615,215 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $18,308,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,459,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,459,778 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $39,893 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $27,285 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $39,893 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,285 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,268,600 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,432,493 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,268,600 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,432,493 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,308,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,459,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,268,600 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$382,177 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,886,423 | SubtotalAmt |
| Other Decreases | $453,930 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,432,493 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - STATE STREET 0634 | P | $817,667 | $666,530 | $151,137 | $151,137 |
| PUBLICLY TRADED SECURITIES - MS 9932 | P | $1,928,818 | $1,932,386 | -$3,568 | -$3,568 |
| PUBLICLY TRADED SECURITIES - MS 5770 | P | $458,279 | $457,167 | $1,112 | $1,112 |
| CAPITAL GAINS DIVIDENDS | P | $229,453 | $229,453 | $229,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $378,134 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $903,880 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,397,512 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049131 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $782,437 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,614,054 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044421 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $923,083 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,643,548 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055462 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $768,597 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,804,171 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045738 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $787,924 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,402,165 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048038 | DistributionYr5Rt |
| Total Distribution | 0.242790 | TotalDistributionRt |
| Average Distribution | 0.048558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,088,735 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $878,353 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,155 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $883,508 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $898,619 | 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 | $5,155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,246 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,246 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $16,091 | OverpaymentAmt |
| Applied To ES Tax | $16,091 | 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 | NJ | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONALD GREEN TREASURER | IndividualWithBooksNm |
| Phone | 9415384013 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9726 53RD DR E | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342113760 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DONALD J GREEN | ||||||||
| 9726 53RD DR E | BRADENTON | FL | 342113760 | TRUSTEE | 12.00 | $36,786 | $0 | $0 |
| LOUISE A LALUMIA | ||||||||
| 17 DUTCHESS LANE | DAYTON | NJ | 08810 | TRUSTEE | 8.00 | $30,000 | $0 | $0 |
| SCOTT GREEN | ||||||||
| 210 RIVERDALE COURT | GREENVILLE | NC | 27858 | TRUSTEE | 8.00 | $30,000 | $0 | $0 |
| JEFFREY SCHEER | ||||||||
| ONE LINCOLN CENTER | SYRACUSE | NY | 132021355 | TRUSTEE | 12.00 | $30,000 | $0 | $0 |
| DONNA GREEN BURGMAYER | ||||||||
| 6 COTTONWOOD COURT | LAFAYETTE HILL | PA | 19444 | TRUSTEE | 8.00 | $30,000 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,706,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $657,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,364,198 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,364,198 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,463 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,088,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $904,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $904,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,155 | TotalTaxAmt |
| Distributable Before Adj | $899,282 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $899,282 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $899,282 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $898,619 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $898,619 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,155 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $893,464 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $899,282 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $815,454 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $898,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $815,454 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,165 | 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 | $816,117 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY B SCHEER ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LINCOLN CENTER | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 132021355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3152188286 | RecipientPhoneNum |
| Form And Info And Materials | FILLED OUT GRANT APPLICATION, DETAILED PROJECT BUDGET INCLUDING CONTINGENCY PLAN IF THE FUNDS ARE NOT RECEIVED, CURRENT BUDGET INCLUDING IN-KIND SERVICES AND VOLUNTEER HOURS, A LIST OF THE CURRENT BOARD OF DIRECTORS INCLUDING BUSINESS ADDRESSES AND OCCUPATIONS, THE MOST RECENT AUDITED FINANCIAL REPORT, AND A COPY OF THE ORGANIZATION'S 501(C)(3) DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATION BY AUGUST 31ST, FOUNDATION'S DECISION BY DECEMBER 31ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT APPLICATIONS MUST BE CONSISTENT WITH THE FOUNDATION'S MISSION STATEMENT AND BE SUBMITTED FOR ONE OF THE FOLLOWING CATEGORIES: 1. CAPITAL FUNDING FOR A NEW OR REMODELED FACILITY; 2. CAPITAL OF SCHOLARSHIP FUNDING FOR COLLEGES AND UNIVERSITIES; 3. CAPITAL FUNDING FOR MEDICAL INSTITUTIONS; 4. CAPITAL OR START-UP FUNDING FOR EDUCATIONAL, CULTURAL, ARTISTIC AND OTHER SOCIAL SERVICE INITIATIVES; OR 5. CAPITAL, START-UP OR SCHOLARSHIP FUNDING FOR AFTER-SCHOOL, WEEKEND, OR SUMMER PROGRAMS FOR YOUTHS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION - CNY CHAPTER | |||||||
| 441 WEST KIRKPATRICK STREET | SYRACUSE | NY | 13204 | NONE | EXEMPT | UPGRADE INSULATION AT THE KIRKPATRICK STREET LOCATION | $12,000 |
| BERKS COMMUNITY TELEVISION | |||||||
| 1900 N 13TH STREET | READING | PA | 19604 | NONE | EXEMPT | REMOTE TELECAST CAPABILITY | $13,125 |
| BOYS AND GIRLS CLUB OF THE COASTAL PLAIN INC | |||||||
| 621 W FIRE TOWER ROAD | WINTERVILLE | NC | 28590 | NONE | EXEMPT | DYNAMIC TEEN CENTER AND PRO-ROOM | $25,000 |
| CAMP RAMAH IN NEW ENGLAND | |||||||
| 2 COMMERCE WAY | NORWOOD | MA | 02062 | NONE | EXEMPT | CONSTRUCTION OF NEW DINING HALL WITH VOCATIONAL TRAINING KITCHEN | $25,000 |
| CARON TREATMENT CENTERS | |||||||
| PO BOX 150 | WERNERSVILLE | PA | 19565 | NONE | EXEMPT | MEDICAL CENTER | $50,000 |
| CATHOLIC CHARITIES OF ONONDAGA COUNTY | |||||||
| 1654 WEST ONONDAGA STREET | SYRACUSE | NY | 13204 | NONE | EXEMPT | NEIGHBORHOOD CENTER RESTROOMS | $5,000 |
| EVERSON MUSEUM OF ART | |||||||
| 401 HARRISON STREET | SYRACUSE | NY | 13215 | NONE | EXEMPT | EVERSON SCHOOL-AGED EDUCATION PROGRAMS | $7,500 |
| FAYETTEVILLE-MANLIUS A BETTER CHANCE | |||||||
| PO BOX 355 | MANLIUS | NY | 13104 | NONE | EXEMPT | DRAINAGE FOR PROGRAM RESIDENCE | $13,000 |
| GOLDEN CORNER FOOD PANTRY | |||||||
| PO BOX 456 | SENECA | SC | 29679 | NONE | EXEMPT | VARIOUS PROJECTS: REPAINTING; NEW COMPUTERS/SCANNERS; STEEL SHELVING, DRY STORAGE BLDG.; RELOCATION OF WALK-IN COOLER/FREEZER COMPRESSORS; ROLLING STAIRS (1); VOLUNTEER SAFETY | $25,000 |
| GOOD GRIEF INC | |||||||
| 5 MAPLETON ROAD | PRINCETON | NJ | 08540 | NONE | EXEMPT | HOME FOR HOPE | $25,000 |
| GREENVILLE SYMPHONY ASSOCIATION | |||||||
| 200 SOUTH MAIN STREET | GREENVILLE | SC | 29601 | NONE | EXEMPT | ED REACH-MUSIC EDUCATION | $15,000 |
| JEWISH FAMILY SERVICE OF ROCHESTER | |||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | EXEMPT | KINDNESS CORPS VOLUNTEER PROGRAM | $20,000 |
| JEWISH HOME OF CENTRAL NEW YORK SENIOR APARTMENTS INC | |||||||
| 4101 EAST GENESEE STREET | SYRACUSE | NY | 13214 | NONE | EXEMPT | HEALTH CONNECTIONS | $20,000 |
| JOURNEY OF HOPE PROGRAM | |||||||
| 701 N BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | EXEMPT | PROVIDE LONG TERM AND SHORT TERM HOUSING NEEDS FOR FAMILIES AND INDIVIDUALS | $10,000 |
| KIDSTOWN INTERNATIONAL | |||||||
| 119 N COMMERCIAL ST 165 | BELLINGHAM | WA | 98225 | NONE | EXEMPT | SCHOOL REPAIRS | $5,000 |
| LA SALLE UNIVERSITY | |||||||
| 1900 WEST OLNEY AVENUE | PHILADELPHIA | PA | 19141 | NONE | EXEMPT | EQUIPMENT AND SUPPLIES FOR ADA COMPLIANT SIMULATION LABRATORY | $23,573 |
| MAKE-A-WISH FOUNDATION OF CENTRAL NEW YORK | |||||||
| 5005 CAMPUSWOOD DRIVE | EAST SYRACUSE | NY | 13057 | NONE | EXEMPT | GUEST EXPERIENCE ENHANCEMENT PROJECT | $16,317 |
| MENORAH PARK GROUP RESIDENCES INC | |||||||
| 12 JAMAR DRIVE | FAYETTEVILLE | NY | 13066 | NONE | EXEMPT | BEIT TIKVA HOME PROPERTY IMPROVEMENTS | $10,000 |
| MERCY WORKS | |||||||
| 1221 SOUTH SALINA STREET PO BOX 25 | SYRACUSE | NY | 13205 | NONE | EXEMPT | SITE IMPROVEMENT AND BEAUTIFICATION COMPLETION | $25,000 |
| OCEAN GROVE CAMP MEETING ASSOCIATION | |||||||
| 54 PITMAN AVENUE | OCEAN GROVE | NJ | 07756 | NONE | EXEMPT | GREAT AUDITORIUM FIRE PROTECTION SYSTEM | $60,000 |
| ON POINT FOR COLLEGE INC | |||||||
| 1654 WEST ONONDAGA ST | SYRACUSE | NY | 13204 | NONE | EXEMPT | TRANSPORTATION CAPACITY PROJECT FOR COLLEGE ACCESS AND SUCCESS | $26,247 |
| PEACEMAKERS OF ROCKY MOUNT INC | |||||||
| 1725 DAVIS STREET | ROCKY MOUNT | NC | 27803 | NONE | EXEMPT | REFOCUS PROGRAM | $20,184 |
| PUBLIC BROADCASTING COUNCIL OF CENTRAL NEW YORK INC | |||||||
| 415 WEST FAYETTE STREET | SYRACUSE | NY | 13204 | NONE | EXEMPT | WCNY RADIO UPGRADE FOR IMPROVED SERVICE AND OPPORTUNITY | $25,000 |
| ROSAMOND GIFFORD ZOO | |||||||
| ONE CONSERVATION PLACE | SYRACUSE | NY | 13204 | NONE | EXEMPT | ZOO GUIDES | $7,500 |
| SYRACUSE HEBREW DAY SCHOOL | |||||||
| 5655 THOMPSON ROAD | SYRACUSE | NY | 13214 | NONE | EXEMPT | NEW PROGRAM - CREATING TOMORROW'S LEADERS TODAY | $25,000 |
| THE CROSSNORE SCHOOL | |||||||
| PO BOX 249 | CROSSNORE | NC | 28616 | NONE | EXEMPT | COTTAGE VANS FOR THE YOUNG CHILDREN'S VILLAGE | $38,000 |
| THE OAKWOOD SCHOOL | |||||||
| 4000 MACGREGOR DOWNS ROAD | GREENVILLE | NC | 27834 | NONE | EXEMPT | TO HIRE A PART-TIME EXECUTIVE DIRECTOR AND DEVELOPMENT DIRECTOR TO START PLANNING AND RAISING FUNDS TO LAUNCH THE PROGRAM WHERE THE SCHOOL'S FACILITIES RENT- FREE TO HOST ITS FIRST SUMMER PROGRAM IN 2016 | $25,000 |
| THE SALVATION ARMY - ATLANTIC CITY CORPS | |||||||
| 22 S TEXAS AVENUE | ATLANTIC CITY | NJ | 08401 | NONE | EXEMPT | KITCHEN RENOVATION | $50,000 |
| THE SALVATION ARMY - NEWARK AREA | |||||||
| 699 SPRINGFIELD AVENUE | NEWARK | NJ | 071031022 | NONE | EXEMPT | GRAND FAMILY SUCCESS CENTER KITCHEN RENOVATIONS | $40,000 |
| THE SALVATION ARMY - PHILADELPHIA | |||||||
| 701 N BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | EXEMPT | RAPID DEPLOYMENT TRAILER | $7,637 |
| THE SALVATION ARMY - WEST NYACK | |||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 10994 | NONE | EXEMPT | MUSIC CAMP 2015 AND STAR LAKE MUSIC CAMP | $40,000 |
| UPSTATE MEDICAL UNIVERSITY FOUNDATION | |||||||
| 750 EAST ADAMS STREET | SYRACUSE | NY | 13210 | NONE | EXEMPT | MULTI-SENSORY ROOM FOR CHILDREN WITH AUSTISM SPECTRUM DISORDERS | $24,000 |
| VERA HOUSE | |||||||
| 6181 THOMPSON ROAD SUITE 100 | SYRACUSE | NY | 13206 | NONE | EXEMPT | TELEVISIONS FOR SHELTER | $13,160 |
| VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA | |||||||
| 3300 HENRY AVENUE | PHILADELPHIA | PA | 39129 | NONE | EXEMPT | HOSPICE IN PATIENT UNIT RENOVATION | $25,000 |
| YWCA OF PRINCETON | |||||||
| 59 PAUL ROBESON PLACE | PRINCETON | NJ | 08540 | NONE | EXEMPT | BCRC'S GREEN KITCH AT D&R GREENWAY | $26,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $798,243 | 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 | $96,215 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,934 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $401,255 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $695,404 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $695,404 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DANNIBLE & MCKEE, LLP | CategoryTxt |
| Amt | $18,030 | Amt |
| Net Investment Income | $14,097 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,525 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY (#9932) | $498,810 | $498,810 |
| MORGAN STANLEY (#1187) | $12,119 | $12,119 |
| MORGAN STANLEY (#1188) | $12,119 | $12,119 |
| MORGAN STANLEY (#5770) | $1,092,167 | $1,092,167 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STATE STREET BANK AND TRUST (#0634) | $2,549,997 | $2,549,997 |
| FIDELITY DIVERSIFIED INTERNATIONAL (#5667) | $1,838,265 | $1,838,265 |
| MORGAN STANLEY (#6785) | $1,558,219 | $1,558,219 |
| SPARTAN 500 INDEX FUND ADV CL (#5667) | $3,143,550 | $3,143,550 |
| BLACK ROCK GLOBAL ALLOCATION | $948,083 | $948,083 |
| BLACK ROCK CAPITAL APPRECIATION FUND | $980,242 | $980,242 |
| VANGUARD DIVIDEND GROWTH (#7218) | $533,630 | $533,630 |
| VANGUARD ST INVESTMENT GRADE FUND (#7218) | $2,029,330 | $2,029,330 |
| VANGUARD ST INF PRO | $539,540 | $539,540 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,274,579 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,274,579 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOND SCHOENECK & KING, PLLC | CategoryTxt |
| Legal Fees | $8,821 | LegalFeesAmt |
| Net Investment Income | $4,411 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,410 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES HELD | Desc |
| Amt | $453,930 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $1,213 | $607 | $606 |
| INSURANCE EXPENSE | $757 | $379 | $378 |
| POSTAGE & SHIPPING | $124 | $62 | $62 |
| DUES & SUBSCRIPTIONS | $750 | $375 | $375 |
| FILING FEES | $25 | $0 | $0 |
| DEFERRED COMPENSATION | $0 | $3,393 | $3,393 |
| WEB EXPENSE | $1,904 | $952 | $952 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| BOY Book Value | $39,893 | BOYBookValueAmt |
| EOY Book Value | $27,285 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $64,986 | Amt |
| Net Investment Income | $68,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX BASED ON INVESTMENT INCOME | CategoryTxt |
| Amt | $17,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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