POLISSENI FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- POLISSENI FOUNDATION INC (EIN 16-1611263)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2015-11-10
- IRS object ID
- 201503149349100715
- Schema version
- 2014v5.0
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T09:59:21-06:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264298079 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EFP ROTENBERG LLP | 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 | 2014-09-01 | 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 | 2015-11-09 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $684,043 | 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 | $812,718 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,415 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $363,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $393,433 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $363,227 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,187,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $374,651 | 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 | $24,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $48 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $48 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,429 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,714 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,715 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,357 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $728 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $629 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,344 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $502,681 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $502,681 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $534,865 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $517,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $652,504 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $356,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $188,810 | CashBOYAmt |
| Cash EOY | $58,803 | CashEOYAmt |
| Cash EOYFMV | $58,803 | CashEOYFMVAmt |
| Corporate Stock BOY | $239,696 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,022,207 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $625,240 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $24,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,261 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $428,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,081,010 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $684,043 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $428,506 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,081,010 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $428,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,081,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $428,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,081,010 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $428,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $652,504 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,081,010 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,081,010 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 2700 PAYCHEX INC | P | 2015-03-06 | $131,286 | $10,125 | $121,161 | $121,161 |
| 2300 PAYCHEX INC | P | 2015-05-26 | $112,672 | $8,625 | $104,047 | $104,047 |
| 3055 PAYCHEX INC | P | 2015-05-26 | $149,475 | $11,456 | $138,019 | $138,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $363,227 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $739,310 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $651,435 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.134895 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $266,506 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $322,344 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.826775 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $416,065 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $582,625 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.714121 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $247,085 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $767,259 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.322036 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $365,132 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $932,799 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.391437 | DistributionYr5Rt |
| Total Distribution | 3.389264 | TotalDistributionRt |
| Average Distribution | 0.677853 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $465,629 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $315,628 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,568 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $319,196 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $517,025 | 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 | $3,568 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,568 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,568 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,164 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,164 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,596 | OverpaymentAmt |
| Applied To ES Tax | $5,596 | 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 | 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 | ||||||||
| 14 PERSIMMON DRIVE | PENFIELD | NY | 14526 | 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 | $377,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $472,720 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $472,720 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,091 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $465,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,568 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,568 | TotalTaxAmt |
| Distributable Before Adj | $19,713 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,713 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,713 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $517,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $517,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,568 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $513,457 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,713 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $326,586 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $210,272 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $402,751 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $266,506 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $722,010 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,928,125 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $517,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,713 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $497,312 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,425,437 | 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 | $326,586 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,098,851 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $210,272 | ExcessFromYear4Amt |
| Excess From Year3 | $402,751 | ExcessFromYear3Amt |
| Excess From Year2 | $266,506 | ExcessFromYear2Amt |
| Excess From Year1 | $722,010 | ExcessFromYear1Amt |
| Excess From Current Year | $497,312 | 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 (32 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;LISTTOTAL 10000 | $10,000 |
| CURE | |||||||
| 200 WESTFALL ROAD | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| DAYSTAR FOR MEDICALLY FRAGILE CHILDREN | |||||||
| 700 LAC DE VILLE BLVD | ROCHESTER | NY | 14618 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| GILDA'S CLUB | |||||||
| 225 ALEXANDER STREET | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| 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 | CHARITY;LISTTOTAL 166700 | $166,700 |
| 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 |
| THE CENTER FOR YOUTH | |||||||
| 905 MONROE AVE | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| ROCHESTER REHABILITATION CENTER | |||||||
| 422 SOUTH CLINTON AVE | ROCHESTER | NY | 14618 | NONE | PUBLIC CHARITY | CHARITY | $1,000 |
| THE CHILDRENS AGENDA | |||||||
| 500 EAST AVE SUITE 201 | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $2,500 |
| CDS MONARCH | |||||||
| 800 HARD ROAD | WEBSTER | NY | 14580 | NONE | PUBLIC CHARITY | CHARITY | $10,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 232 S PLYMOUTH AVE | ROCHESTER | NY | 14608 | NONE | PUBLIC CHARITY | CHARITY | $1,000 |
| FRIENDS OF GARDEN AERIAL | |||||||
| 81 BROWNS RACE | ROCHESTER | NY | 14614 | NONE | PUBLIC CHARITY | CHARITY | $1,000 |
| CANCER ACTION | |||||||
| 255 ALEXANDER ST | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $1,000 |
| AFPGV | |||||||
| PO BOX 425 | SPENCERPORT | NY | 14559 | NONE | PUBLIC CHARITY | CHARITY | $750 |
| CHILDREN AWAITING PARENTS | |||||||
| 595 BLOSSOM RD SUITE 306 | ROCHESTER | NY | 14610 | NONE | PUBLIC CHARITY | CHARITY | $2,500 |
| ALTERNATIVES FOR BATTERED WOMEN | |||||||
| PO BOX 39601 | ROCHESTER | NY | 14604 | NONE | PUBLIC CHARITY | CHARITYLIST: 10000 | $10,000 |
| ROCHESTER GENERAL HOSPITAL FOUNDATION | |||||||
| 1425 PORTLAND AVE | ROCHESTER | NY | 14621 | NONE | PUBLIC CHARITY | CHARITYLIST: 20000 | $20,000 |
| SENECA CAYUGA ARC | |||||||
| 1083 WATERLOO-GENEVA ROAD | WATERLOO | NY | 13165 | NONE | PUBLIC CHARITY | CHARITY | $2,500 |
| ROCHESTER MUSEUM & SCIENCE CENTER | |||||||
| 657 EAST AVE | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $2,500 |
| COMPEER ROCHESTER | |||||||
| 259 MONROE AVE | ROCHETER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| GEVA THEATRE CENTER | |||||||
| 75 WOODBURY BLVD | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $1,500 |
| VETERANS OUTREACH | |||||||
| 459 SOUTH AVE | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITY | $10,000 |
| CAMP GOOD DAYS | |||||||
| 1332 PITTSFORD MENDON ROAD | MENDON | NY | 14506 | NONE | PUBLIC CHARITY | CHARITY | $13,731 |
| CAMERON COMMUNITY MINISTRIES | |||||||
| 48 CAMERON ST | ROCHESTER | NY | 14606 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| CASA OF ROCHESTER | |||||||
| HALL OF JUSTICE ROOM 332 | ROCHESTER | NY | 14614 | NONE | PUBLIC CHARITY | CHARITY | $1,500 |
| JUDICIAL PROCESS COMMISSION | |||||||
| 285 ORMOND ST | ROCHESTER | NY | 14605 | NONE | PUBLIC CHARITY | CHARITY | $1,000 |
| ROCHESTER PRESBYTERIAN HOME | |||||||
| 256 THURSTON ST | ROCHESTER | NY | 14619 | NONE | PUBLIC CHARITY | CHARITY | $1,000 |
| ROCHESTER CHILDFIRST NETWORK | |||||||
| 941 SOUTH AVE | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| ROBERTS WESLEYAN COLLEGE | |||||||
| 2301 WESTSIDE DRIVE | ROCHESTER | NY | 14624 | NONE | PUBLIC CHARITY | CHARITY | $10,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $502,681 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $9 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,415 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $363,227 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,415 | ExclusionAmt |
| Related Or Exempt Function Incm | $363,236 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $374,651 | 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 Person | WANDA POLISSENI | ContributorPersonNm |
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 | $812,718 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 13,600 SHARES OF PAYCHEX STOCK | NoncashPropertyDesc |
| Fair Market Value | $812,718 | FairMarketValueAmt |
| Received | 2015-05-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,350 | Amt |
| Net Investment Income | $3,350 | 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 | $1,022,207 | EOYBookValueAmt |
| EOYFMV | $625,240 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $100 | $100 | $0 |
| PAYROLL PROCESSING FEES | $1,257 | $628 | $629 |
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 | $3,429 | Amt |
| Net Investment Income | $1,714 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,715 | DisbursementsCharitablePrpsAmt |
Comments