WILLIAM G POMEROY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G POMEROY FOUNDATION (EIN 20-6572301)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201631379349101973
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T14:29:14-05:00 | 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 | 206572301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM G POMEROY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3154763000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3327 | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 132203327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM G POMEROY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3154763000 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J REILLY CPA | PreparerPersonNm |
| PTIN | P00435562 | PTIN |
| Phone | 3154729127 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,325,821 | 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 | $4,000,065 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,928 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,928 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $396,265 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $396,265 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $289,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $826,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $289,016 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$22,508 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$22,508 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,683,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $683,701 | 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 |
| Legal Fees Rev And Expnss | $4,587 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,587 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,530 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,148 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,382 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,248 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,608 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,667 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,154 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,154 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,928 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $411 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,517 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,167 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,390 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,270,568 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,270,568 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,304,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,167 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,285,958 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,379,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $677,534 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,523,459 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,669,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,669,155 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,418,615 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,231,647 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,231,647 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,897,455 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,416,686 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,416,686 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,667 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $8,333 | LandEOYAmt |
| Land EOYFMV | $8,333 | LandEOYFMVAmt |
| Other Assets BOY | $639 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,840,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,325,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,325,821 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $30,840,168 | UnrestrictedBOYAmt |
| Unrestricted EOY | $34,325,821 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,840,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,325,821 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,840,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,325,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,840,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,379,084 | ExcessRevenueOverExpensesAmt |
| Other Increases | $106,580 | OtherIncreasesAmt |
| Subtotal | $34,325,832 | SubtotalAmt |
| Other Decreases | $11 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,325,821 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS - 2748 (CASH IN LIEU) | 2015-07-27 | 2015-07-27 | $14 | $5 | $9 | $9 |
| FIDELITY INVESTMENTS - 2748 | 2012-01-31 | 2015-11-20 | $55,906 | $61,653 | -$5,747 | -$5,747 |
| FIDELITY INVESTMENTS - 2748 | 2009-03-16 | 2015-11-20 | $472,626 | $468,061 | $4,565 | $4,565 |
| FIDELITY INVESTMENTS - 2748 (CAPITAL GAIN DISTRIBUTION) | $298,443 | $298,443 | $298,443 | |||
| ENTERPRISE PRODUCTS PARTNERS LP | $970 | -$970 | -$970 | |||
| UNITED STATES NATURAL GAS FUND LP | $7,284 | -$7,284 | -$7,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $289,016 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,086,019 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,296,104 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041300 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $870,752 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,457,501 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040580 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $736,066 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,619,126 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041777 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $605,136 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,785,912 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040927 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $458,786 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,225,097 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037528 | DistributionYr5Rt |
| Total Distribution | 0.202112 | TotalDistributionRt |
| Average Distribution | 0.040422 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,389,607 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,228,409 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,775 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,235,184 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,285,958 | 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 | $6,775 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,775 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,775 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,225 | OverpaymentAmt |
| Applied To ES Tax | $3,225 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WGPFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PAULA MILLER | IndividualWithBooksNm |
| Phone | 3154763000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3327 | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 132203327 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM G POMEROY | ||||||||
| PO BOX 3327 | SYRACUSE | NY | 13220 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SANDRA POMEROY | ||||||||
| PO BOX 3327 | SYRACUSE | NY | 13220 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PAULA MILLER | ||||||||
| PO BOX 3327 | SYRACUSE | NY | 13220 | TRUSTEE | 25.00 | $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 | $23,889,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,963,035 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,852,393 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,852,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $462,786 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,389,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,519,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,519,480 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,775 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,775 | TotalTaxAmt |
| Distributable Before Adj | $1,512,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,512,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,512,705 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,285,958 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,285,958 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,775 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,279,183 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,512,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,266,777 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,285,958 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,266,777 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,181 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,493,524 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM G POMEROY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAULA MILLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3327 | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3154763000 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE SUBMITTED ONLINE AT WWW.WGPFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY, REFER TO THE GUIDELINES AT WWW.WGPFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS AND LIMITATIONS VARY, REFER TO WWW.WGPFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 RIVER VALLEY HISTORICAL SOCIETY | |||||||
| PO BOX 504 | CARTHAGE | NY | 13619 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| AFTON HISTORICAL SOCIETY | |||||||
| PO BOX 142 | AFTON | NY | 13730 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| AMERICAN RED CROSS | |||||||
| 344 WEST GENESEE STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | DONATION | $500 |
| ANDERSON FALLS HERITAGE SOCIETY | |||||||
| 96 CLINTON STREET | KEESEVILLE | NY | 12944 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| APHNYS | |||||||
| PO BOX 366 | CHENANGO BRIDGE | NY | 13745 | N/A | PUBLIC | ANNUAL AWARD BANQUET | $1,000 |
| BE THE MATCH FOUNDATION | |||||||
| 500 NORTH 5TH STREET | MINNEAPOLIS | MN | 554011206 | N/A | PUBLIC | DONATION | $37,000 |
| BERGEN HISTORICAL SOCIETY | |||||||
| 12 ROCHESTER STREET | BERGEN | NY | 14416 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM, HISTORIC MARKER PROGRAM | $2,000 |
| BMT INFONET | |||||||
| 1548 OLD SKOKIE ROAD UNIT 1 | HIGHLAND PARK | IL | 60035 | N/A | PUBLIC | SYMPOSIUM SPONSORSHIP | $7,500 |
| BOWNE HOUSE HISTORICAL SOCIETY | |||||||
| 37-01 BROWNE STREET | FLUSHING | NY | 11354 | N/A | PUBLIC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 |
| BRENTWOOD HISTORICAL SOCIETY | |||||||
| 34 2ND AVENUE | BRENTWOOD | NY | 11717 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $1,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | PUBLIC | DONATION | $150 |
| BUFFALO & ERIE COUNTY HISTORICAL SOCIETY | |||||||
| 25 NOTTINGHAM COURT | BUFFALO | NY | 14216 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $1,000 |
| CAIRO HISTORICAL SOCIETY | |||||||
| PO BOX 803 | CAIRO | NY | 12413 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,000 |
| CANANDAIGUA CEMETERY ASSOCIATION | |||||||
| 130 NORTH PEARL STREET | CANCANDAIGUA | NY | 14424 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| CARINGBRIDGE | |||||||
| PO BOX 6032 | ALBERT LEA | MN | 560076632 | N/A | PUBLIC | DONATION | $500 |
| CAROUSEL SOCIETY OF THE NIAGARA FRONTIER | |||||||
| 180 THOMPSON STREET | NORTH TONAWANDA | NY | 14120 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| CENTRAL BAPTIST CHURCH | |||||||
| 124 ALDEN STREET | SYRACUSE | NY | 13210 | N/A | PUBLIC | DONATION | $150 |
| CHITTENANGO LANDING CANAL BOAT MUSEUM | |||||||
| 7010 LAKEPORT ROAD | CHITTENANGO | NY | 13037 | N/A | PUBLIC | DONATION | $100 |
| CITY OF BEACON | |||||||
| ONE MUNICIPAL PLAZA | BEACON | NY | 12508 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| CROUSE HEALTH FOUNDATION | |||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | N/A | PUBLIC | LIGHTS OF LOVE CAMPAIGN, TRIBUTE EVENING, EMPLOYEE RECOGNITION FUND AND NAMING OF COLLEGE OF NURSING/POMEROY PATIO | $1,015,500 |
| CUBA CEMETARY ASSOCIATION | |||||||
| MEDBURY AVENUE | CUBA | NY | 14727 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| CUTCHOGUE - NEW SUFFOLK HISTORICAL COUNCIL | |||||||
| PO BOX 714 | CUTCHOGUE | NY | 11935 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $1,000 |
| DAUGHTERS OF AMERICAN REVOLUTION - SARATOGA CHAPTER | |||||||
| 27 PINEWOODS AVENUE | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| ELMA HISTORICAL SOCIETY | |||||||
| 3011 BOWEN ROAD | ELMA | NY | 14059 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| ERIE CANAL MUSEUM | |||||||
| 318 ERIE BOULEVARD EAST | SYRACUSE | NY | 13202 | N/A | PUBLIC | MUSEUM FUNDRAISER | $2,750 |
| FEDERATION OF GENEALOGICAL SOCIETIES | |||||||
| PO BOX 200940 | AUSTIN | TX | 787200940 | N/A | PUBLIC | PRESERVE PENSIONS WAR OF 1812 DIGITIZATION PROJECT | $1,000 |
| FORT EDWARD HISTORICAL ASSOCIATION | |||||||
| 22-29 BROADWAY | FORT EDWARD | NY | 12828 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| FRIENDS OF LETCHWORTH STATE PARK | |||||||
| 1 LETCHWORTH STATE PARK | CASTILE | NY | 14427 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,000 |
| FRIENDS OF TACONIC STATE PARK | |||||||
| NY-344 | COPAKE FALLS | NY | 12517 | N/A | PUBLIC | DONATION | $100 |
| GENEVA HISTORICAL SOCIETY | |||||||
| 543 SOUTH MAIN STREET | GENEVA | NY | 14456 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| GENOA HISTORICAL ASSOCIATION | |||||||
| 920 ROUTE 34B | KING FERRY | NY | 13081 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $3,000 |
| GEORGE & REBECCA BARNES FOUNDATION | |||||||
| 930 JAMES STREET | SYRACUSE | NY | 13203 | N/A | PUBLIC | ROOF PROJECT | $2,500 |
| GUILFORD HISTORICAL SOCIETY | |||||||
| PO BOX 201 | GUILFORD | NY | 13780 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| HISTORIC NORTHAMPTON | |||||||
| 46 BRIDGE STREET | NORTHAMPTON | MA | 01060 | N/A | PUBLIC | DONATION | $20,000 |
| HISTORICAL SOCIETY OF E ROCKAWAY & LYNBROOK | |||||||
| PO BOX 351 | EAST ROCKAWAY | NY | 11518 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| HISTORICAL SOCIETY OF SHAWANGUNK & GARDINER | |||||||
| PO BOX 570 | WALLKILL | NY | 12589 | N/A | PUBLIC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 |
| HOSPICE FOUNDATION OF CNY | |||||||
| 990 SEVENTH NORTH STREET | LIVERPOOL | NY | 13088 | N/A | PUBLIC | DONATION | $500 |
| IHEARTMEDIA | |||||||
| 214 WEST WATER STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | JUNETEENTH SPONSORSHIP | $1,250 |
| INCORPORATED VILLAGE OF BELLEROSE | |||||||
| 50 SUPERIOR ROAD | BELLEROSE VILLAGE | NY | 11001 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $463 |
| JUNETEENTH | |||||||
| PO BOX 973 | SYRACUSE | NY | 13201 | N/A | PUBLIC | JUNETEENTH SPONSORSHIP | $1,250 |
| KLYNE ESOPUS MUSEUM | |||||||
| PO BOX 751 | PORT EWEN | NY | 12466 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| LAKES TO LOCKS PASSAGE INC | |||||||
| PO BOX 65 | CROWN POINT | NY | 12928 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $2,000 |
| LEON HISTORICAL SOCIETY | |||||||
| PO BOX 173 | E RANDOLPH | NY | 14730 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 4053 MAPLE ROAD SUITE 105 | AMHERST | NY | 14226 | N/A | PUBLIC | LIGHT THE NIGHT | $10,000 |
| LYONS FALLS HISTORY ASSOCIATION | |||||||
| 6805 MCALPINE STREET | LYONS FALLS | NY | 13368 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,000 |
| MANY | |||||||
| 265 RIVER STREET | TROY | NY | 12180 | N/A | PUBLIC | NETWORKING RECEPTION SPONSOR | $1,500 |
| MARROW NATION | |||||||
| 3433 CARMICHAEL STREET | PALM HARBOR | FL | 34684 | N/A | PUBLIC | BONE MARROW DRIVE | $33,025 |
| MASTIC PENNINSULA HISTORICAL SOCIETY | |||||||
| PO BOX 333 | MASTIC | NY | 11950 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,000 |
| MCMAHONRYAN CHILD ADVOCACY CENTER | |||||||
| 610 EAST GENESEE STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | 2014 SPONSORSHIP OF 100 HOLES FOR KIDS | $1,000 |
| MONTEZUMA HISTORICAL SOCIETY | |||||||
| PO BOX 476 | MONTEZUMA | NY | 13117 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM AND PROFESSIONAL DEVELOPMENT GRANT | $2,094 |
| MORRIS HISTORICAL SOCIETY | |||||||
| 35 PARK PLACE | PORT HENRY | NY | 12974 | N/A | PUBLIC | NATIONAL REGITER PROGRAM | $1,094 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1000 ELMWOOD AVENUE SUITE 900 | ROCHESTER | NY | 14620 | N/A | PUBLIC | DONATION | $100 |
| NATIONAL SOCIETY DAR MINISINK CHAPTER | |||||||
| 82 CARDINAL DRIVE | WASHINGTON | NY | 10992 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| NEW SCOTLAND HISTORICAL ASSOCIATION | |||||||
| 7 OLD SALEM ROAD | VOORHEESVILLE | NY | 12186 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,000 |
| NEW WOODSTOCK REGIONAL HISTORICAL SOCIETY | |||||||
| 2641 RAILROAD STREET PO BOX 45 | NEW WOODSTOCK | NY | 13122 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,000 |
| NEW YORK FOLKLORE SOCIETY | |||||||
| 133 JAY STREET | SCHENECTADY | NY | 12305 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $1,000 |
| NEW YORK GENEOLOGICAL & BIOGRAPHICAL SOCIETY | |||||||
| BAR BUILDING 38 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PUBLIC | DONATION | $5,000 |
| NEWARK VALLEY HISTORICAL SOCIETY | |||||||
| PO BOX 222 | NEWARK VALLEY | NY | 13811 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| NIAGARA HERITAGE OF HOPE AND SERVICE INC | |||||||
| 1419 FALLS STREET | NIAGRA FALLS | NY | 14303 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| NUNDA HISTORICAL SOCIETY | |||||||
| 24 PORTAGE STREET | NUNDA | NY | 14517 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,000 |
| OAKWOOD CEMETARY ASSOCIATION | |||||||
| 763 PORTAGE ROAD | NIAGRA FALLS | NY | 14301 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| OGDENSBURG PARKS & RECREATION DEPARTMENT | |||||||
| 100 RIVERSIDE AVENUE | OGDENSBURG | NY | 13669 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,094 |
| OHIO HISTORY CONNECTION | |||||||
| 800 EAST 17TH AVENUE | COLUMBUS | OH | 43211 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $7,320 |
| ONONDAGA HISTORICAL ASSOCIATION | |||||||
| 321 MONTGOMERY STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | OHA MEDAL BREAKFAST, SPONSOR GRAND OPENING OF PEACE CENTER | $725 |
| PHELPS MANSION MUSEUM | |||||||
| 191 COURT STREET | BINGHAMTON | NY | 13901 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| SAUGERTIES LIGHTHOUSE CONSERVANCY | |||||||
| PO BOX 654 | SAUGERTIES | NY | 12477 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| SCHUYLER COUNTY HISTORICAL SOCIETY | |||||||
| 108 NORTH CATHERINE STREET | MONTOUR FALLS | NY | 14865 | N/A | PUBLIC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 |
| SPARTA FIRST PRESBYTERIAN CHURCH | |||||||
| 4687 SCOTTSBURG ROAD | GROVELAND | NY | 14462 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| ST MARK'S EPISCOPAL CHURCH | |||||||
| 19 WHITE STREET | CLARK MILLS | NY | 13321 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| STEUBEN COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 349 | BATH | NY | 14810 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| STONE QUARRY HILL ART PARK | |||||||
| 3883 STONE QUARRY ROAD | CAZENOVIA | NY | 13035 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| SUNY IT COLLEGE FOUNDATION | |||||||
| 100 SEYMOUR ROAD | UTICA | NY | 13502 | N/A | PUBLIC | TULLY NEXT GENERATION SPONSOR | $500 |
| TAYLOR HISTORICAL SOCIETY | |||||||
| 4332 CHENINGO-SOLON POND ROAD | CINCINNATUS | NY | 13040 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,000 |
| THE BUNDY MUSEUM OF HISTORY AND ART | |||||||
| 129 MAIN STREET | BINGHAMTON | NY | 13905 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| THE COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| 310 SOUTH ENGLAND STREET | WILLIAMSBURG | VA | 23185 | N/A | PUBLIC | DONATION | $100 |
| THE SALVATION ARMY | |||||||
| 677 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | KETTLE MATCH | $494 |
| THE UNIVERSITY CLUB OF ALBANY FOUNDATION INC | |||||||
| 141 WASHINGTON AVE | ALBANY | NY | 12210 | N/A | PUBLIC | CELEBRATION OF NYS HISTORY MONTH | $1,000 |
| TOWN OF BABYLON | |||||||
| 47 WEST MAIN STREET SUITE 2 | BABYLON | NY | 11704 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM, HISTORIC MARKER PROGRAM AND LEGEND AND LORE PROGRAM | $3,463 |
| TOWN OF BOVINA | |||||||
| 2319 COUNTY HIGHWAY 6 | BOVINA CENTER | NY | 13740 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $2,000 |
| TOWN OF CLAVERACK | |||||||
| PO BOX V | MELLENVILLE | NY | 12544 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF DEERFIELD | |||||||
| 6329 WALKER ROAD | DEERFIELD | NY | 13502 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF DEERPARK | |||||||
| 420 ROUTE 209 PO BOX 621 | HUGUENOT | NY | 12746 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $2,000 |
| TOWN OF DIANA HISTORICAL MUSEUM | |||||||
| PO BOX 216 | HARRISVILLE | NY | 13648 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,000 |
| TOWN OF FARMINGTON | |||||||
| 1000 COUNTY ROAD 8 | FARMINGTON | NY | 14425 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| TOWN OF FISHKILL | |||||||
| 807 ROUTE 52 | FISHKILL | NY | 12524 | N/A | PUBLIC | HISTORIC MARKER PLAQUE AND PROGRAM | $1,023 |
| TOWN OF GORHMAN HISTORICAL SOCIETY | |||||||
| 4736 SOUTH STREET | GORHAM | NY | 14461 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF GREAT VALLEY | |||||||
| 4598 WALEN ROAD | GREAT VALLEY | NY | 14741 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF GREECE | |||||||
| 1 VINCE TOFANY BOULEVARD | GREECE | NY | 14612 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF INDEPENDENCE | |||||||
| 887 MARIETTA AVENUE | WHITESVILLE | NY | 14897 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $1,000 |
| TOWN OF JERUSALEM | |||||||
| 3817 ITALY HILL ROAD | BRANCHPORT | NY | 14418 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| TOWN OF KNOX | |||||||
| PO BOX 116 | KNOX | NY | 12107 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $2,000 |
| TOWN OF LEICESTER | |||||||
| 132 MAIN STREET | LEICESTER | NY | 14481 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| TOWN OF LEROY | |||||||
| 9306 SUMMIT STREET ROAD | LEROY | NY | 14482 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| TOWN OF LYSANDER | |||||||
| 8220 LOOP ROAD | BALDWINSVILLE | NY | 13027 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF MIDDLESEX | |||||||
| 1216 ROUTE 245 PO BOX 147 | MIDDLESEX | NY | 14507 | N/A | PUBLIC | NATIONAL REGISTER PLAQUE | $463 |
| TOWN OF MONROE | |||||||
| 11 STAGE ROAD | MONROE | NY | 10950 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF MORIAH HISTORICAL SOCIETY | |||||||
| 34 PARK PLACE | PORT HENRY | NY | 12974 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,000 |
| TOWN OF NORTHAMPTON | |||||||
| 412 SOUTH MAIN STREET | NORTHVILLE | NY | 12134 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF PINCKNEY | |||||||
| PO BOX 138 | MARTINSBURG | NY | 13404 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| TOWN OF POMPEY HISTORICAL SOCIETY | |||||||
| 8354 ROUTE 20 POMPEY TOWN HALL | MANLIUS | NY | 13104 | N/A | PUBLIC | HISTORIC MARKER PROGRAM AND DONATION FOR NEW COMPUTER EQUIPMENT | $3,750 |
| TOWN OF SARANAC | |||||||
| 3662 ROUTE 3 | SARANAC | NY | 12981 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF SARATOGA | |||||||
| 12 SPRING STREET | SCHUYLERVILLE | NY | 12871 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF SCHUYLER FALLS | |||||||
| 997 MASON STREET | MORRISONVILLE | NY | 12962 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $2,000 |
| TOWN OF SHELBY | |||||||
| 4062 SALT WORKS ROAD | MEDINA | NY | 14103 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF SOUTHAMPTON | |||||||
| 116 HAMPTON ROAD | SOUTHAMPTON | NY | 11968 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $440 |
| TOWN OF ST JOHNSVILLE COMPLEX | |||||||
| 7431 NYS HIGHWAY 5 | ST JOHNSVILLE | NY | 13452 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF STEPHENTOWN | |||||||
| 26 GRANGE HALL ROAD | STEPHENTOWN | NY | 12168 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF SUMMERHILL | |||||||
| 13606 STATE ROUTE 90 | LOCKE | NY | 13092 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $2,000 |
| TOWN OF TYRONE | |||||||
| 457 COUNTY ROUTE 23 | DUNDEE | NY | 14837 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $440 |
| TOWN OF VAN BUREN | |||||||
| 7575 VAN BUREN ROAD | BALDWINSVILLE | NY | 13027 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| TOWN OF VESTAL | |||||||
| 605 VESTAL PARKWAY WEST | VESTAL | NY | 13850 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,000 |
| TOWN OF WESTMORELAND | |||||||
| STATION ROAD | WESTMORELAND | NY | 13490 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,000 |
| UNADILLA HISTORICAL ASSOCIATION | |||||||
| PO BOX 808 | UNADILLA | NY | 13849 | N/A | PUBLIC | PROFESSIONAL DEVELOPMENT GRANT | $1,000 |
| UNIVERSITY PRESBYTERIAN CHURCH | |||||||
| 3330 MAIN STREET | BUFFALO | NY | 14214 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $463 |
| VILLAGE OF DEFERIET | |||||||
| 68 RIVERSIDE DRIVE | DEFERIET | NY | 13628 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| VILLAGE OF HOMER | |||||||
| 6413 STEGER ROAD | PREBLE | NY | 13141 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| VILLAGE OF SODUS POINT | |||||||
| 8356 BAY STREET | SODUS POINT | NY | 14555 | N/A | PUBLIC | LEGENDS AND LORE PROGRAM | $1,000 |
| WALLKILL VALLEY CEMETERY ASSOCIATION | |||||||
| PO BOX 24 | WALDEN | NY | 12586 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| WARRENSBURG HISTORICAL SOCIETY | |||||||
| 3754 MAIN STREET | WARRENBURG | NY | 12885 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $1,000 |
| WAYNE BAPTIST CHURCH | |||||||
| 69 STATE ROUTE 230 | WAYNE | NY | 14893 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| WCNY | |||||||
| 415 W FAYETTE STREET | SYRACUSE | NY | 13204 | N/A | PUBLIC | UNDERWRITE THE CYCLE OF HEALTH 4TH SEASON | $9,830 |
| WELLS MEMORIAL LIBRARY | |||||||
| 12230 NYS ROUTE 9N | UPPER JAY | NY | 12987 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| YAPHANK HISTORICAL SOCIETY | |||||||
| PO BOX 111 | YAPHANK | NY | 11380 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,270,568 | 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 | $20,928 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $396,265 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $289,016 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L.P. | 14 | -$22,345 |
| UNITED STATES NATURAL GAS FUND LP | 14 | -$163 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $683,701 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $683,701 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM G POMEROY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3327 | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,000,065 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,800,065 | FairMarketValueAmt |
| Received | 2015-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,530 | Amt |
| Net Investment Income | $4,148 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,382 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SOFTWARE | PropertyDesc |
| Acquired | 2015-07-10 | AcquiredDt |
| Cost Or Other Basis | $10,000 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 3.000000000000 | LifeRt |
| Current Year Expense | $1,667 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVNET INC | $167,719 | $167,719 |
| E M C CORP MASS | $87,312 | $87,312 |
| GENERAL ELECTRIC CO | $205,590 | $205,590 |
| INTL BUSINESS MACH | $371,574 | $371,574 |
| MICROSOFT CORP | $754,528 | $754,528 |
| NETWORK APPLIANCE CORP | $45,101 | $45,101 |
| PC CONNECTION INC | $16,980 | $16,980 |
| POWERSHARES QQQ | $2,102,968 | $2,102,968 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | $1,039,737 | $1,039,737 |
| SECTOR SPDR TR SHS BEN INT FINANCIAL | $190,640 | $190,640 |
| SYMANTEC CORP | $4,704 | $4,704 |
| VERIZON COMMUNICATIONS | $92,440 | $92,440 |
| WALMART STORES | $128,730 | $128,730 |
| FIDELITY INT'L DISCOVERY | $583,250 | $583,250 |
| FIDELITY LATIN AMERICA | $101,503 | $101,503 |
| FIDELITY SMALL CAP STOCK | $185,525 | $185,525 |
| FIDELITY BLUE CHIP | $758,209 | $758,209 |
| FIDELITY SMALL CAP VALUE | $857,793 | $857,793 |
| FIDELITY SELECT TECHNOLOGY | $389,143 | $389,143 |
| FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT | $59,196 | $59,196 |
| FIDELITY SELECT TELECOMM | $28,912 | $28,912 |
| FIDELITY PURITAN | $267,863 | $267,863 |
| FIDELITY SELECT SOFTWARE & COMPUTER | $716,103 | $716,103 |
| FIDELITY EXPORT & MULTINATIONAL | $963,009 | $963,009 |
| FIDELITY VALUE | $779,272 | $779,272 |
| VENTAS INC | $259,578 | $259,578 |
| ALLSCRIPTS HEALTHCARE SOLUTIONS | $29,222 | $29,222 |
| AMAZON.COM, INC. | $1,149,013 | $1,149,013 |
| EBAY, INC. | $461,664 | $461,664 |
| ENTERPRISE GP HOLDINGS LP | $325,980 | $325,980 |
| EXXON MOBIL CORP. | $249,440 | $249,440 |
| MCDONALDS CORP. | $59,070 | $59,070 |
| FIDELITY HIGH INCOME | $673,233 | $673,233 |
| EXELON CORP | $55,457 | $55,457 |
| ISHARES CORE S&P SMALLCAP ETF | $517,517 | $517,517 |
| SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | $1,514,249 | $1,514,249 |
| TOYOTA MOTOR CORP ADR-EACH REP 2 ORD | $110,736 | $110,736 |
| DU PONT E I DE NEMOURS & CO | $146,520 | $146,520 |
| FORD MTR CO DEL COM | $153,961 | $153,961 |
| INTEL CORP | $206,700 | $206,700 |
| SPRINT NEXTEL CORP FON SHS | $1,893 | $1,893 |
| STURM RUGER & CO INC | $65,571 | $65,571 |
| CVS HEALTH CORP COM | $391,080 | $391,080 |
| COMMUNITY BK SYS INC | $43,934 | $43,934 |
| COSTCO WHOLESALE CORP | $597,550 | $597,550 |
| DISNEY WALT CO | $52,540 | $52,540 |
| ISHARES TRANSPORTATION AVERAGE ETF | $229,041 | $229,041 |
| JPMORGAN CHASE & CO | $66,030 | $66,030 |
| LOEWS CORP | $42,240 | $42,240 |
| METLIFE INC COM | $178,377 | $178,377 |
| NBT BANCORP INC | $97,134 | $97,134 |
| PROCTER & GAMBLE CO | $15,882 | $15,882 |
| RESMED INC | $225,498 | $225,498 |
| ROYAL CARIBBEAN CRUISES COM | $748,954 | $748,954 |
| SECTOR SPDR TR SHS BEN INT ENERGY | $392,080 | $392,080 |
| SELECT SECTOR SPDR TR HEALTH CARE FOREMERLY CONSUMER SVCS | $223,293 | $223,293 |
| TJX COMPANIES INC | $468,006 | $468,006 |
| UNITED STATES NATURAL GAS FUND LP UNIT | $13,005 | $13,005 |
| UNITEDHEALTH GROUP | $294,100 | $294,100 |
| YAHOO INC | $13,304 | $13,304 |
| FIDELITY CONSERVATIVE INCOME BOND | $3,023,310 | $3,023,310 |
| AMERICAN EXPRESS CO | $13,910 | $13,910 |
| CARNIVAL CORP PAIRED | $49,032 | $49,032 |
| ISHARES GLOBAL INFRASTRUCTURE | $17,968 | $17,968 |
| JETBLUE AWYS CORP | $391,845 | $391,845 |
| ALPHABET INC CAP STK CL C (GOOG)ALPHABET INC CAP STK CL C (GOOG) | $121,421 | $121,421 |
| ALPHABET INC CAP STK CL A (GOOGL) | $124,482 | $124,482 |
| AT&T | $45,559 | $45,559 |
| CARE CAP | $35,156 | $35,156 |
| CHEMOURS CO COM | $4,824 | $4,824 |
| PAYPAL HOLDINGS | $271,500 | $271,500 |
| SECTOR SPDR TR SHS BEN INT TECHNOLOGY | $299,810 | $299,810 |
| TRANSOCEAN LIMITED COM | $12,380 | $12,380 |
| FIDELITY STOCK SELECTOR | $35,836 | $35,836 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,231,647 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,231,647 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SOFTWARE | CategoryOrItemTxt |
| Cost Or Other Basis | $10,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,667 | AccumulatedDepreciationAmt |
| Book Value | $8,333 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,587 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,587 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $639 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $11 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $750 | $375 | $375 |
| MISCELLANEOUS EXPENSES | $2,142 | $0 | $2,142 |
| OUTSIDE SERVICES | $3,000 | $0 | $3,000 |
| INVESTMENT FEES | $36 | $36 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L.P. | -$22,345 | -$22,345 | -$22,345 |
| UNITED STATES NATURAL GAS FUND LP | -$163 | -$163 | -$163 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES HELD | Desc |
| Amt | $106,580 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $10,890 | $0 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
| FOREIGN TAX PAID | $1,608 | $1,608 | $0 |
Comments