WILLIAM G POMEROY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G POMEROY FOUNDATION (EIN 20-6572301)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201541359349102169
- 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
- Investments Govt Obligations Sch
- 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 | 2015-05-15T14:24:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-15 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,840,168 | 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 | $4,237,830 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37,218 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,218 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $347,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $347,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $455,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $460,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $455,475 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$24,712 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$24,712 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,052,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $814,989 | 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 | $550 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $550 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,365 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,024 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,341 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,726 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,530 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,727 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,727 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,565 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $467 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,098 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,021 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,466 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,074,643 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,074,643 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,108,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,021 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,094,109 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,944,243 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $808,968 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,484,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,523,459 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,523,459 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $837,935 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,418,615 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,418,615 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,799,392 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,897,455 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,897,455 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $639 | OtherAssetsBOYAmt |
| Other Assets EOY | $639 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $639 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,122,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,840,168 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,840,168 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,122,222 | UnrestrictedBOYAmt |
| Unrestricted EOY | $30,840,168 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,122,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,840,168 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,122,222 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,840,168 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,122,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,944,243 | ExcessRevenueOverExpensesAmt |
| Other Increases | $773,713 | OtherIncreasesAmt |
| Subtotal | $30,840,178 | SubtotalAmt |
| Other Decreases | $10 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,840,168 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| FIDELITY INVESTMENTS - 2748 | $11,123 | $4,665 | $6,458 | $6,458 |
| FIDELITY INVESTMENTS - 2748 (CAPITAL GAIN DISTRIBUTION) | $448,560 | $448,560 | $448,560 | |
| ENTERPRISE PRODCUTS PARTNERS LP | $656 | -$656 | -$656 | |
| UNITED STATES NATURAL GAS FUND LP | $1,113 | $1,113 | $1,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $455,475 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $870,752 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,457,501 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040580 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $736,066 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,619,126 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041777 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $605,136 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,785,912 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040927 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $458,786 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,225,097 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037528 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $346,224 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,326,026 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037124 | DistributionYr5Rt |
| Total Distribution | 0.197936 | TotalDistributionRt |
| Average Distribution | 0.039587 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,296,104 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,040,984 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,090 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,049,074 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,094,109 | 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 | $8,090 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,090 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,090 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $890 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | $20,096,304 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,600,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,696,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,696,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $400,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,296,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,314,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,314,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,090 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,090 | TotalTaxAmt |
| Distributable Before Adj | $1,306,715 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,306,715 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,306,715 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,094,109 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,094,109 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,090 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,086,019 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,306,715 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,054,171 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,094,109 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,054,171 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,938 | 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 | $1,266,777 | 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 SHOULD BE SUBMITTED IN WRITTEN FORM ALONG WITH A COPY OF THE EXEMPTION CERTIFICATE GRANTING 501(C)(3) STATUS RECEIVED FROM THE INTERNAL REVENUE SERVICE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY BY REGION - REFER TO THE HISTORIC MARKER PROGRAM REGIONAL GRANT SCHEDULE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SUBMISSIONS FOR THE HISTORIC MARKER PROGRAM SHOULD BE LIMITED TO NEW YORK STATE AND TO THE 1740-1915 TIME FRAME | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADIRONDACK MENNONITE HERITAGE ASSOCIATION | |||||||
| 8778 ERIE CANAL ROAD | CROGHAN | NY | 13327 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| ALCOVE PRESERVATION ASSOCIATION | |||||||
| PO BOX 81 | ALCOVE | NY | 12007 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| AMERICAN RED CROSS | |||||||
| 344 WEST GENESEE STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | DONATION | $500 |
| APHNYS 2014 | |||||||
| PO BOX 366 | CHENANGO BRIDGE | NY | 13745 | N/A | PUBLIC | ANNUAL AWARD BANQUET | $1,000 |
| BATTLE OF PLATTSBURGH HISTORIC TRAIL | |||||||
| 94 BRADFORD ROAD | PLATTSBURGH | NY | 12901 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| BE THE MATCH FOUNDATION | |||||||
| 3001 BROADWAY STREET NE SUITE 100 | MINNEAPOLIS | MN | 55413 | N/A | PUBLIC | DONATION | $62,000 |
| BIG MOOSE COMMUNITY CHAPEL | |||||||
| 1544 BIG MOOSE ROAD | EAGLE BAY | NY | 13331 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $980 |
| BLEEKER HISTORICAL SOCIETY | |||||||
| 575 COUNTY HIGHWAY 112 | GLOVERSVILLE | NY | 12078 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| BMT INFONET | |||||||
| 3001 BROADWAY STREET NE SUITE 100 | MINNEAPOLIS | MN | 55413 | N/A | PUBLIC | TRANSPLANT GUIDE | $7,500 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | PUBLIC | DONATION | $150 |
| CAIRO HISTORICAL SOCIETY | |||||||
| PO BOX 803 | CAIRO | NY | 12413 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| CARINGBRIDGE | |||||||
| PO BOX 6032 | ALBERT LEA | MN | 560076632 | N/A | PUBLIC | DONATION | $500 |
| CENTRAL NEW YORK GENEALOGICAL SOCIETY | |||||||
| BAR BUILDING 38 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PUBLIC | NYSFHC SPONSOR | $2,400 |
| CHENANGO COUNTY | |||||||
| 43 REXFORD STREET | NORWICH | NY | 13815 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,164 |
| CHITTENANGO LANDING CANAL BOAT MUSEUM | |||||||
| 7010 LAKEPORT ROAD | CHITTENANGO | NY | 13037 | N/A | PUBLIC | DONATION | $100 |
| CHURCH OF ST JOHN IN THE WILDERNESS | |||||||
| 261 NY-344 | COPAKE FALLS | NY | 12517 | N/A | PUBLIC | ROOF PROJECT CHALLENGE GRANT | $10,000 |
| CLINTON COUNTY HISTORICAL ASSOCIATION | |||||||
| 98 OHIO AVENUE | PLATTSBURGH | NY | 12903 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,100 |
| 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 | $765,500 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC | FUND FOR STEM CELL TRANSPLANT RESEARCH | $10,000 |
| DODGE PRATT NORTHAM ART & COMMUNITY CENTER | |||||||
| 106 SCHUYLER STREET | BOONVILLE | NY | 13309 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| EASTVILLE COMMUNITY HISTORIC SOCIETY | |||||||
| PO BOX 2036 | SAG HARBOR | NY | 11963 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| EPHRATAH HISTORICAL SOCIETY | |||||||
| 3782 ST HWY 10 | ST JOHNSVILLE | NY | 13452 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| ERIE CANAL MUSEUM | |||||||
| 318 ERIE BOULEVARD EAST | SYRACUSE | NY | 13202 | N/A | PUBLIC | AUTUMN GALA SPONSORSHIP | $2,500 |
| FOCUS GREATER SYRACUSE | |||||||
| 201 E WASHINGTON STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | ANNUAL WISDOM KEEPER SPONSOR | $500 |
| FAIRFIELD RESTORATIONS ASSOCIATION | |||||||
| PO BOX 44 | MIDDLEVILLE | NY | 13406 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| FEDERATION OF GENEALOGICAL SOCIETIES | |||||||
| PO BOX 200940 | AUSTIN | TX | 787200940 | N/A | PUBLIC | PRESERVE PENSIONS WAR OF 1812 DIGITIZATION PROJECT | $1,000 |
| FIRST BAPTIST CHURCH OF CAMILLUS | |||||||
| 23 GENESEE STREET | CAMILLUS | NY | 13031 | N/A | PUBLIC | HISTORIC MARKER PLAQUE | $440 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 75 NORTH MAIN STREET | SPENCER | NY | 14883 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $980 |
| FIRST UNITARIAN CHURCH OF ROCHESTER | |||||||
| 220 WINTON ROAD SOUTH | ROCHESTER | NY | 14610 | N/A | PUBLIC | NATIONAL REGISTER PLAQUE | $440 |
| FISHKILL HISTORICAL SOCIETY | |||||||
| VAN WYCK HOMESTED MUSEUM PO BOX 133 | FISHKILL | NY | 12524 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| FREEPORT LANDMARKS PRESERVATION COMMISSION | |||||||
| 46 NORTH OCEAN AVENUE | FREEPORT | NY | 11520 | N/A | PUBLIC | HISTORIC MARKER GRANT | $7,000 |
| FRIENDS OF LETCHWORTH STATE PARK | |||||||
| 1 LETCHWORTH STATE PARK | CASTILE | NY | 14427 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,100 |
| FRIENDS OF TACONIC STATE PARK | |||||||
| NY-344 | COPAKE FALLS | NY | 12517 | N/A | PUBLIC | DONATION | $100 |
| GENESEE COUNTY HISTORY DEPARTMENT | |||||||
| 3837 WEST MAIN STREET | BATAVIA | NY | 14020 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,100 |
| GREECE HISTORICAL SOCIETY | |||||||
| 595 LONG POND ROAD | GREECE | NY | 14612 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| GREENPORT HISTORICAL SOCIETY | |||||||
| 600 TOWN HALL DRIVE | HUDSON | NY | 12534 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| GUILFORD HISTORICAL SOCIETY | |||||||
| PO BOX 201 | GUILFORD | NY | 13780 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| HEBRON PRESERVATION SOCIETY | |||||||
| PO BOX 328 | SALEM | NY | 12865 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $980 |
| HISTORIC NORTHAMPTON | |||||||
| 46 BRIDGE STREET | NORTHAMPTON | MA | 01060 | N/A | PUBLIC | DONATION | $100 |
| HISTORIC RED HOOK | |||||||
| PO BOX 397 | RED HOOK | NY | 12571 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,164 |
| HISTORIC SALEM COURTHOUSE PRESERVATION | |||||||
| 58 EAST BROADWAY PO BOX 140 | SALEM | NY | 12865 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| HOSPICE FOUNDATION OF CNY | |||||||
| 990 SEVENTH NORTH STREET | LIVERPOOL | NY | 13088 | N/A | PUBLIC | DONATION | $500 |
| JOHNSBURG HISTORICAL SOCIETY | |||||||
| PO BOX 144 | WEVERTOWN | NY | 12886 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| LEON HISTORICAL SOCIETY | |||||||
| PO BOX 173 | E RANDOLPH | NY | 14730 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $980 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 4053 MAPLE ROAD SUITE 105 | AMHERST | NY | 14226 | N/A | PUBLIC | LIGHT THE NIGHT | $10,000 |
| LONG ISLAND REPUBLIC AIRPORT HISTORICAL SOCIETY | |||||||
| 7150 REPUBLIC AIRPORT ROOM 216 | E FARMINGDALE | NY | 11735 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,164 |
| LYONS HERITAGE SOCIETY | |||||||
| 95 WATER STREET | LYONS | NY | 14489 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,164 |
| MANLIUS TOWN HALL | |||||||
| 301 BROOKLEA DRIVE | FAYETTEVILLE | NY | 13066 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,000 |
| MARROW NATION | |||||||
| 3433 CARMICHAEL STREET | PALM HARBOR | FL | 34684 | N/A | PUBLIC | BONE MARROW DRIVE | $42,970 |
| MARSHALL HISTORICAL SOCIETY | |||||||
| PO BOX 277 | DEANSBORO | NY | 13328 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| MARTINSBURG HISTORICAL SOCIETY | |||||||
| PO BOX 17 | MARTINSBURG | NY | 13404 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| MARY NELSON YOUTH DAY FOUNDATION | |||||||
| 2849 S SALINA STREET | SYRACUSE | NY | 13205 | N/A | PUBLIC | DONATION | $100 |
| MASTIC PENNINSULA HISTORICAL SOCIETY | |||||||
| PO BOX 333 | MASTIC | NY | 11950 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| MCMAHONRYAN CHILD ADVOCACY CENTER | |||||||
| 610 EAST GENESEE STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | 2014 SPONSORSHIP OF 100 HOLES FOR KIDS | $1,000 |
| MINISINK VALLEY HISORICAL SOCIETY | |||||||
| 125-133 WEST MAIN STREET | PORT JERVIS | NY | 12771 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,214 |
| MONTEZUMA HISTORICAL SOCIETY | |||||||
| PO BOX 476 | MONTEZUMA | NY | 13117 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| MOUNT KISCO HISTORICAL SOCIETY | |||||||
| 140 E MAIN ST | MOUNT KISCO | NY | 10549 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,164 |
| NEW WOODSTOCK REGIONAL HISTORICAL SOCIETY | |||||||
| 2641 RAILROAD STREET PO BOX 45 | NEW WOODSTOCK | NY | 13122 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,100 |
| NEW YORK GENEOLOGICAL & BIOGRAPHICAL SOCIETY | |||||||
| BAR BUILDING 38 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PUBLIC | DONATION | $5,000 |
| NIAGARA COUNTY HISTORICANS OFFICE | |||||||
| 139 NIAGRA STREET | LOCKPORT | NY | 14094 | N/A | PUBLIC | HISTORIC MARKER GRANT AND NATIONAL REGISTER PROGRAM | $2,144 |
| NORTH EASTERN NEW YORK RAILROAD PRESERVATION | |||||||
| SCOTT LAKE ROAD | SALEM | NY | 12865 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| NUNDA HISTORICAL SOCIETY | |||||||
| 24 PORTAGE STREET | NUNDA | NY | 14517 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,100 |
| OLD BRUTUS HISTORICAL SOCIETY | |||||||
| 8943 NORTH SENECA STREET | WEEDSPORT | NY | 13166 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| OLYMPIC REGIONAL DEVELOPMENT AUTHORITY | |||||||
| 2634 MAIN STREET | LAKE PLACID | NY | 12946 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $980 |
| ONONDAGA HISTORICAL ASSOCIATION | |||||||
| 321 MONTGOMERY STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | OHA MEDAL BREAKFAST | $150 |
| ONTARIO PATHWAY INC | |||||||
| PO BOX 996 | CANADAIGUA | NY | 14424 | N/A | PUBLIC | HISTORIC ROADSIDE MARKER PROGRAM | $1,050 |
| OSWEGO TOWN HISTORICAL SOCIETY | |||||||
| 2320 COUNTY ROUTE 7 | OSWEGO | NY | 13126 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| PINE GROVE COMMUNITY CHURCH PRESERVATION SOCIETY INC | |||||||
| 6853 AUSTIN ROAD | GLENFIELD | NY | 13343 | N/A | PUBLIC | NATIONAL REGISTER SIGN | $980 |
| PINE PLAINS CEMETERY ASSOCIATION | |||||||
| 8686 HENRY CLAY BLVD | CLAY | NY | 13041 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| PLEASANT VALLEY CEMETERY ASSOCIATION | |||||||
| PO BOX 244 RESEVOIR HILL ROAD | HAMMONDSPORT | NY | 14840 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| ROOSEVELT ISLAND HISTORICAL SOCIETY | |||||||
| 531 MAIN STREET 1704 | NEW YORK | NY | 10044 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $4,900 |
| SARAH'S GUEST HOUSE | |||||||
| 100 ROBERTS AVENUE | SYRACUSE | NY | 13207 | N/A | PUBLIC | DONATION TO FUND STAYS FOR LEUKEMIA PATIENTS/FAMILIES | $10,000 |
| ST JAMES EPISCOPAL CHURCH | |||||||
| 172 OTTAWA STREET | LAKE GEORGE | NY | 12845 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $980 |
| ST LAWRENCE COUNTY HISTORICAL ASSOCIATION | |||||||
| 3 EAST MAIN STREET | CANTON | NY | 13617 | N/A | PUBLIC | HISTORIC MARKER GRANT | $3,150 |
| ST THOMAS EPISCOPAL CHURCH | |||||||
| 122 LIBERTY ST | BATH | NY | 14810 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| STANFORD HISTORICAL SOCIETY | |||||||
| PO BOX 552 | BANGALL | NY | 12506 | N/A | PUBLIC | NATIONAL REGISTER PLAQUE | $440 |
| STORYCORP | |||||||
| 80 HANSON PLACE 2ND FLOOR | BROOKLYN | NY | 11217 | N/A | PUBLIC | DONATION | $100 |
| SUNY IT COLLEGE FOUNDATION | |||||||
| 100 SEYMOUR ROAD | UTICA | NY | 13502 | N/A | PUBLIC | TULLY NEXT GENERATION SPONSOR | $750 |
| TAYLOR HISTORICAL SOCIETY | |||||||
| 4332 CHENINGO-SOLON POND ROAD | CINCINNATUS | NY | 13040 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,100 |
| THE BUFFALO LIGHTHOUSE ASSOCIATION | |||||||
| PO BOX 206 | BUFFALO | NY | 14240 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $449 |
| THE CHURCH AT FREETOWN | |||||||
| 2405 CHURCH LANE | FREETOWN | NY | 13803 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| THE COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| 310 SOUTH ENGLAND STREET | WILLIAMSBURG | VA | 23185 | N/A | PUBLIC | DONATION | $100 |
| THE REFORMED DUTCH CHURCH OF HYDE PARK | |||||||
| 4408 ALBANY POST ROAD | HYDE PARK | NY | 12538 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,164 |
| 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 AMENIA | |||||||
| 5103 ROUTE 22 | AMENIA | NY | 12501 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,164 |
| TOWN OF BROOKFIELD HISTORICAL SOCIETY | |||||||
| 10556 MAIN STREET | BROOKFIELD | NY | 13314 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| TOWN OF BROOKHAVEN | |||||||
| ONE INDEPENDENCE HILL | FARMINGVILLE | NY | 11738 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| TOWN OF CLARENDON | |||||||
| PO BOX 145 | CLARENDON | NY | 14429 | N/A | PUBLIC | NATIONAL REGISTER SIGN | $980 |
| TOWN OF DEERPARK | |||||||
| 420 ROUTE 209 PO BOX 621 | HUGUENOT | NY | 12746 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM AND HISTORIC MARKER GRANT | $2,663 |
| TOWN OF DEWITT | |||||||
| 5400 BUTTERNUT DRIVE | E SYRACUSE | NY | 13057 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,000 |
| TOWN OF DIANA HISTORICAL MUSEUM | |||||||
| PO BOX 216 | HARRISVILLE | NY | 13648 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,100 |
| TOWN OF FABIUS | |||||||
| PO BOX 115 | FABIUS | NY | 13063 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,164 |
| TOWN OF FISHKILL | |||||||
| 807 ROUTE 52 | FISHKILL | NY | 12524 | N/A | PUBLIC | NATIONAL REGISTER PLAQUE | $440 |
| TOWN OF FORT ANN | |||||||
| 80 GEORGE STREET | FORT ANN | NY | 12827 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $980 |
| TOWN OF FRANKLINVILLE | |||||||
| 11 PARK SQUARE | FRANKLINVILLE | NY | 14737 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| TOWN OF HYDE PARK HISTORICAL SOCIETY | |||||||
| PO BOX 182 | HYDE PARK | NY | 12538 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,164 |
| TOWN OF JERUSALEM | |||||||
| 3816 ITALY HILL ROAD | BRANCHPORT | NY | 14418 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| TOWN OF LAKE GEORGE | |||||||
| PO BOX 392 | LAKE GEORGE | NY | 12845 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| TOWN OF MACEDON HISTORIANS OFFICE | |||||||
| 30 MAIN STREET | MACEDON | NY | 14502 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| TOWN OF MIDDLESEX | |||||||
| 1216 ROUTE 245 PO BOX 147 | MIDDLESEX | NY | 14507 | N/A | PUBLIC | NATIONAL REGISTER PLAQUE | $449 |
| TOWN OF MORIAH HISTORICAL SOCIETY | |||||||
| 34 PARK PLACE | PORT HENRY | NY | 12974 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| TOWN OF PERRY | |||||||
| 22 SOUTH MAIN STREET | PERRY | NY | 14530 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| TOWN OF PITCHER | |||||||
| 156 PITCHER SPRINGS ROAD | PITCHER | NY | 13136 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,960 |
| TOWN OF VESTAL | |||||||
| 605 VESTAL PARKWAY WEST | VESTAL | NY | 13850 | N/A | PUBLIC | HISTORIC MARKER GRANT AND NATIONAL REGISTER PROGRAM | $3,308 |
| TOWN OF WESTMORELAND | |||||||
| STATION ROAD | WESTMORELAND | NY | 13490 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| TOWN OF WOODSTOCK | |||||||
| 45 CORNEAU DRIVE | WOODSTOCK | NY | 12498 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $1,094 |
| TRI-STATES RAILWAY PRESERVATION SOCIETY | |||||||
| PO BOX 4611 | PORT JERVIS | NY | 12771 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| VILLAGE OF CLINTON | |||||||
| PO BOX 242 | CLINTON | NY | 13323 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $980 |
| VILLAGE OF FORT PLAIN | |||||||
| 168 CANAL STREET | FORT PLAIN | NY | 13339 | N/A | PUBLIC | HISTORIC MARKER GRANT | $3,150 |
| VILLAGE OF ST JOHNSVILLE | |||||||
| 16 WASHINGTON STREET | ST JOHNSVILLE | NY | 13452 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| VILLAGE OF TRUMANSBURG | |||||||
| 56 E MAIN STREET | TRUMANSBURG | NY | 14886 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| VILLAGE OF WALDEN | |||||||
| 1 MUNICIPAL SQUARE | WALDEN | NY | 12586 | N/A | PUBLIC | HISTORIC MARKER GRANT | $4,428 |
| WCNY | |||||||
| 415 W FAYETTE STREET | SYRACUSE | NY | 13204 | N/A | PUBLIC | ERIE CANAL VIDEO AND UNDERWRITE THE EMPEROR OF ALL MALADIES | $14,275 |
| WEEDSPORT FIRST BAPTIST CHURCH | |||||||
| 2707 LIBERTY STREET | WEEDSPORT | NY | 13166 | N/A | PUBLIC | NATIONAL REGISTER PROGRAM | $980 |
| WEST SENECA HISTORICAL SOCIETY | |||||||
| 919 WEST MILL ROAD | WEST SENECA | NY | 14224 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| WESTCHESTER COUNTY HISTORICAL SOCIETY | |||||||
| 2199 SAW MILL RIVER ROAD | ELMSFORD | NY | 10523 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| WESTERN NEW YORK RAILWAY HISTORICAL SOCIETY | |||||||
| PO BOX 416 | BUFFALO | NY | 14231 | N/A | PUBLIC | NATIONAL REGISTER SIGN AND PLAQUE | $1,429 |
| WILLSBORO HERITAGE SOCIETY | |||||||
| 6 GILLILAND LANE | WILLSBORO | NY | 12996 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| WVBE-FM | |||||||
| 5009 SOUTH HULEN | LYNCHBURG | VA | 76132 | N/A | PUBLIC | BONE MARROW DRIVE | $2,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,074,643 | 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 | $37,218 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $347,008 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $455,475 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L.P. | 14 | -$17,287 |
| UNITED STATES NATURAL GAS FUND LP | 14 | -$7,425 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $814,989 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $814,989 | 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 | $4,237,830 | 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 | $1,837,830 | FairMarketValueAmt |
| Received | 2014-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,365 | Amt |
| Net Investment Income | $4,024 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,341 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVNET INC | $168,423 | $168,423 |
| E M C CORP MASS | $101,116 | $101,116 |
| GENERAL ELECTRIC CO | $166,782 | $166,782 |
| INTL BUSINESS MACH | $352,968 | $352,968 |
| MICROSOFT CORP | $385,535 | $385,535 |
| NETWORK APPLIANCE CORP | $70,465 | $70,465 |
| PC CONNECTION INC | $18,413 | $18,413 |
| POWERSHARES QQQ | $1,228,675 | $1,228,675 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | $1,048,254 | $1,048,254 |
| SECTOR SPDR TR SHS BEN INT FINANCIAL | $197,840 | $197,840 |
| SYMANTEC CORP | $5,747 | $5,747 |
| VERIZON COMMUNICATIONS | $93,560 | $93,560 |
| WALMART STORES | $180,348 | $180,348 |
| FIDELITY INT'L DISCOVERY | $465,197 | $465,197 |
| FIDELITY LATIN AMERICA | $144,725 | $144,725 |
| FIDELITY SMALL CAP STOCK | $181,170 | $181,170 |
| FIDELITY BLUE CHIP | $713,398 | $713,398 |
| FIDELITY SMALL CAP VALUE | $871,764 | $871,764 |
| FIDELITY SELECT TECHNOLOGY | $362,332 | $362,332 |
| FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT | $65,906 | $65,906 |
| FIDELITY SELECT TELECOMM | $28,261 | $28,261 |
| FIDELITY PURITAN | $263,199 | $263,199 |
| FIDELITY SELECT SOFTWARE & COMPUTER | $648,223 | $648,223 |
| FIDELITY EXPORT | $955,188 | $955,188 |
| FIDELITY VALUE | $833,522 | $833,522 |
| VENTAS INC | $329,820 | $329,820 |
| ALLSCRIPTS HEALTHCARE SOLUTIONS | $24,263 | $24,263 |
| AMAZON.COM, INC. | $465,525 | $465,525 |
| EBAY, INC. | $420,900 | $420,900 |
| ENTERPRISE GP HOLDINGS LP | $351,938 | $351,938 |
| EXXON MOBIL CORP. | $295,840 | $295,840 |
| MCDONALDS CORP. | $46,850 | $46,850 |
| FIDELITY HIGH INCOME | $1,194,990 | $1,194,990 |
| EXELON CORP | $74,049 | $74,049 |
| ISHARES TRUST S&P SMALLCAP 600 INDEX FD | $513,270 | $513,270 |
| SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | $1,156,768 | $1,156,768 |
| TOYOTA MOTOR CORP ADR-EACH REP 2 ORD | $112,932 | $112,932 |
| DU PONT E I DE NEMOURS & CO | $147,880 | $147,880 |
| FORD MTR CO DEL COM | $169,368 | $169,368 |
| INTEL CORP | $217,740 | $217,740 |
| SPRINT NEXTEL CORP FON SHS | $2,170 | $2,170 |
| STURM RUGER & CO INC | $38,093 | $38,093 |
| CVS CAREMARK CORP | $385,240 | $385,240 |
| COMMUNITY BK SYS INC | $41,943 | $41,943 |
| COSTCO WHOLESALE CORP | $184,275 | $184,275 |
| DISNEY WALT CO | $47,095 | $47,095 |
| DIRECTV COM | $60,690 | $60,690 |
| ISHARES TRANSPORTATION AVERAGE ETF | $278,919 | $278,919 |
| JPMORGAN CHASE & CO | $62,580 | $62,580 |
| LOEWS CORP | $46,222 | $46,222 |
| METLIFE INC COM | $200,133 | $200,133 |
| NBT BANCORP INC | $91,525 | $91,525 |
| PROCTER & GAMBLE CO | $18,218 | $18,218 |
| RESMED INC | $235,452 | $235,452 |
| ROYAL CARIBBEAN CRUISES COM | $609,982 | $609,982 |
| SECTOR SPDR TR SHS BEN INT ENERGY | $197,900 | $197,900 |
| SELECT SECTOR SPDR TR HEALTH CARE FOREMERLY CONSUMER SVCS | $211,978 | $211,978 |
| TJX COMPANIES INC | $452,628 | $452,628 |
| UNITED STATES NATURAL GAS FUND LP UNIT | $22,155 | $22,155 |
| UNITEDHEALTH GROUP | $252,725 | $252,725 |
| YAHOO INC | $20,204 | $20,204 |
| FIDELITY CONSERVATIVE INCOME BOND | $3,018,392 | $3,018,392 |
| AMERICAN EXPRESS CO | $18,608 | $18,608 |
| CARNIVAL CORP PAIRED | $31,731 | $31,731 |
| ISHARES GLOBAL INFRASTRUCTURE | $21,075 | $21,075 |
| JETBLUE AWYS CORP | $274,378 | $274,378 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,418,615 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,418,615 | 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 | LEGAL FEES | CategoryTxt |
| Legal Fees | $550 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $550 | 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 | $639 | EOYBookValueAmt |
| EOYFMV | $639 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $10 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $934 | $467 | $467 |
| MISCELLANEOUS EXPENSES | $2,131 | $0 | $2,131 |
| OUTSIDE SERVICES | $4,500 | $0 | $4,500 |
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. | -$17,287 | -$17,287 | -$17,287 |
| UNITED STATES NATURAL GAS FUND LP | -$7,425 | -$7,425 | -$7,425 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES HELD | Desc |
| Amt | $773,713 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $8,446 | $0 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
| FOREIGN TAX PAID | $1,530 | $1,530 | $0 |
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