WILLIAM G POMEROY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G POMEROY FOUNDATION (EIN 20-6572301)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401359349101675
- Schema version
- 2013v3.0
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2014-05-15T12:51:24-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 SOUTH WARREN ST | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 132203327 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM G POMEROY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3154763000 | PhoneNum |
| Signature | 2014-05-15 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,122,222 | 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 | $3,975,038 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,714 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,714 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $254,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $254,380 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $249,663 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $763,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $249,663 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$8,824 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,824 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,504,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $529,933 | 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 |
| Accounting Fees Rev And Expnss | $5,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,930 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,310 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,072 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,659 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,659 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $368 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,682 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,029 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,370 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,401 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $868,597 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $868,597 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $885,626 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,370 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $875,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,619,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $524,563 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,669,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,484,256 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,484,256 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,017,035 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $837,935 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $837,935 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,494,241 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,799,392 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,799,392 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $454,996 | CorporateBondsBOYAmt |
| Other Assets BOY | $2,299 | OtherAssetsBOYAmt |
| Other Assets EOY | $639 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $639 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,637,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,122,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,122,222 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $20,637,925 | UnrestrictedBOYAmt |
| Unrestricted EOY | $26,122,222 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,637,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,122,222 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,637,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,122,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,637,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,619,345 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,864,959 | OtherIncreasesAmt |
| Subtotal | $26,122,229 | SubtotalAmt |
| Other Decreases | $7 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,122,222 | 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 - 2784 | $515,169 | $513,881 | $1,288 | $1,288 |
| FIDELITY INVESTMENTS - 2784 (CAPITAL GAIN DISTRIBUTION) | $248,739 | $248,739 | $248,739 | |
| ENTERPRISE PRODUCTS PARTNERS L.P. - K-1 | $51 | $51 | $51 | |
| UNITED STATE NATURAL GAS FUND LP | $415 | -$415 | -$415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $249,663 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $736,066 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,619,126 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041777 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $605,136 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,785,912 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040927 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $458,786 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,225,097 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037528 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $346,224 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,326,026 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037124 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $221,553 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,851,364 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032337 | DistributionYr5Rt |
| Total Distribution | 0.189693 | TotalDistributionRt |
| Average Distribution | 0.037939 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,457,501 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $814,076 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,246 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $819,322 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $875,998 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,246 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,246 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,246 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,246 | 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 | Yes (1) | 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 | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 132203327 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $12,905,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,878,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,784,265 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,784,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $326,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,457,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,072,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,072,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,246 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,246 | TotalTaxAmt |
| Distributable Before Adj | $1,067,629 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,067,629 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,067,629 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $875,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $875,998 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,246 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $870,752 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,067,629 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $862,540 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $875,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $862,540 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,458 | 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 | $1,054,171 | 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 | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13220 | ZIPCode |
| 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 1740-1914 TIME FRAME | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| 344 WEST GENESEE STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | DONATION | $500 | |
| APHNYS 2013 | ||||||||
| PO BOX 366 | CHENANGO BRIDGE | NY | 13745 | N/A | PUBLIC | ANNUAL AWARD BANQUET | $1,000 | |
| BE THE MATCH FOUNDATION | ||||||||
| 3001 BROADWAY STREET NE SUITE 601 | MINNEAPOLIS | MN | 55413 | N/A | PUBLIC | DONATION | $37,000 | |
| BMT INFONET | ||||||||
| 2310 SKOKIE VALLEY ROAD SUITE 104 | HIGHLAND PARK | IL | 60035 | N/A | PUBLIC | SURVIVOR SYMPOSIUM | $7,500 | |
| BRAG HISTORICAL SOCIETY | ||||||||
| 390 MAIN STREET | BOLIVAR | NY | 14715 | N/A | PUBLIC | HISTORIC MARKER GRANT AND NATIONAL REGISTER HISTORICAL PLACES SIGN | $3,080 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| PO BOX 414905 | BOSTON | MA | 022414905 | 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 414905 | BOSTON | MA | 022414905 | N/A | PUBLIC | DONATION | $500 | |
| CENTRAL NEW YORK GENEOLOGICAL SOCIETY | ||||||||
| PO BOX 104 COLVIN STATION | SYRACUSE | NY | 13205 | N/A | PUBLIC | NYSFHC SPONSOR | $550 | |
| CHARLOTTE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 12664 | GREECE | NY | 14612 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| CHITTENANGO LANDING CANAL BOAT MUSEUM | ||||||||
| 7010 LAKEPORT ROAD | CHITTENANGO | NY | 13037 | N/A | PUBLIC | DONATION | $100 | |
| CITY OF BATAVIA | ||||||||
| 1 BATAVIA CITY CENTER | BATAVIA | NY | 14020 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| CNY COMMUNITY FOUNDATION | ||||||||
| 431 EAST FAYETTE STREET SUITE 100 | SYRACUSE | NY | 13202 | N/A | PUBLIC | DONATION | $585,000 | |
| COHOCTON HISTORICAL SOCIETY | ||||||||
| 62196 ST ROUTE 415 | COHOCTON | NY | 14826 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| CROUSE HEALTH FOUNDATION | ||||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | N/A | PUBLIC | TOMOSYNTHESIS EQUIPMENT AND LIGHTS OF LOVE CAMPAIGN | $6,500 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE FL 6 | BROOKLINE | MA | 02445 | N/A | PUBLIC | FUND FOR ACUTE MYELOGENOUS LEUKEMIA AND FUND FOR STEM CELL TRANSPLANT RESEARCH | $80,000 | |
| DAUGHTERS OF UNION VETERANS OF THE CIVIL WAR | ||||||||
| 11077 HOXIE ROAD | WEST EDMESTON | NY | 13485 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| DODGE PRATT NORTHAM ART & COMMUNITY CENTER | ||||||||
| 106 SCHUYLER STREET | BOONVILLE | NY | 13309 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| ERIE CANAL MUSEUM | ||||||||
| 318 ERIE BOULEVARD EAST | SYRACUSE | NY | 13202 | N/A | PUBLIC | GREETINGS FROM SKANEATELES SPONSORSHIP | $2,500 | |
| FARMINGVILLE HISTORICAL SOCIETY | ||||||||
| PO BOX 311 | FARMINGVILLE | NY | 11738 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| FIRST PRESBYTERIAN CHURCH OF LOWVILLE | ||||||||
| 7707 NORTH STATE STREET | LOWVILLE | NY | 13367 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| FRIENDS OF TACONIC STATE PARK | ||||||||
| PO BOX 222 | COPAKE FALLS | NY | 12517 | N/A | PUBLIC | COPAKE IRON WORKS FURNACE PROJECT | $5,000 | |
| GENESEE COUNTY HISTORY DEPARTMENT | ||||||||
| 3837 WEST MAIN STREET | BATAVIA | NY | 14020 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,100 | |
| GEORGE & REBECCA BARNES FOUNDATION | ||||||||
| 930 JAMES STREET | SYRACUSE | NY | 13203 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $449 | |
| HISTORIC NORTHAMPTON | ||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 231871776 | N/A | PUBLIC | DONATION | $100 | |
| HISTORICAL SOCIETY OF THE TONAWANDAS | ||||||||
| 113 MAIN STREET | TONAWANDA | NY | 14150 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,100 | |
| HISTORICAL SOCIETY OF WHITEHALL | ||||||||
| PO BOX 238 | WHITEHALL | NY | 12887 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| HOSPICE FOUNDATION OF CNY | ||||||||
| 990 SEVENTH NORTH STREET | LIVERPOOL | NY | 13088 | N/A | PUBLIC | DONATION | $500 | |
| KETCHAM INN FOUNDATION INC | ||||||||
| 81 MAIN STREET PO BOX 626 | CENTER MORICHES | NY | 11934 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 4053 MAPLE ROAD SUITE 105 | AMHERST | NY | 14226 | N/A | PUBLIC | LIGHT THE NIGHT | $5,000 | |
| MARCELLUS HISTORICAL SOCIETY | ||||||||
| PO BOX 165 | MARCELLUS | NY | 13108 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $424 | |
| MARROW NATION | ||||||||
| 3433 CARMICHAEL STREET | PALM HARBOR | FL | 34684 | N/A | PUBLIC | BONE MARROW DRIVE | $42,650 | |
| MCMAHONRYAN CHILD ADVOCACY SITE | ||||||||
| 601 EAST GENESEE STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | 2013 SPONSORSHIP OF 100 HOLES FOR KIDS | $1,000 | |
| MIDDLETOWN HISTORICAL SOCIETY OF STEUBEN COUNTY | ||||||||
| 41 MAIN STREET SUITE 101 | ADDISON | NY | 14801 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| NEW WOODSTOCK REGIONAL HISTORICAL SOCIETY | ||||||||
| 2641 REAILROAD STREET PO BOX 45 | NEW WOODSTOCK | NY | 13122 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,100 | |
| NEW YORK GENEOLOGICAL & BIOGRAPHICAL SOCIETY | ||||||||
| 36 WEST 44TH STREET 7TH FLOOR | NEW YORK | NY | 100368105 | N/A | PUBLIC | DONATION | $5,000 | |
| NEW YORK STATE PARKS | ||||||||
| 504 WEST MAIN STREET PO BOX 27 | SACKETS HARBOR | NY | 13685 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,100 | |
| NEWFIELD HISTORICAL SOCIETY | ||||||||
| 198 MAIN STREET | NEWFIELD | NY | 14867 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| NIAGARA COUNTY HISTORICANS OFFICE | ||||||||
| 59 PARK AVENUE | LOCKPORT | NY | 14094 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| NORTH COUNTRY UNDERGROUND RAILROAD HISTORICAL ASSOCIATION | ||||||||
| 1131 MACE CHASM ROAD | AUSABLE CHASM | NY | 12911 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| NSDAR SCHOHARIE CHAPTER | ||||||||
| 268 MAIN STREET PO BOX 711 | SCHOHARIE | NY | 12157 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| OAK HILL PRESERVATION ASSOCIATION | ||||||||
| 7892 ROUTE 81 PO BOX 22 | OAK HILL | NY | 12460 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| ONONDAGA HISTORICAL ASSOCIATION | ||||||||
| 321 MONTGOMERY STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | OHA MEDAL BREAKFAST, HISTORIC MARKER GRANT AND GLORIOUS WORKPLACES SPONSOR | $3,650 | |
| PALATINE SETTLEMENT SOCIETY | ||||||||
| PO BOX 183 | ST JOHNSVILLE | NY | 13452 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| PENFIELD HOMESTEAD MUSEUM | ||||||||
| 703 CREEK ROAD | CROWN POINT | NY | 12928 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| SARAH HOUSE | ||||||||
| 100 ROBERTS AVENUE | SYRACUSE | NY | 13207 | N/A | PUBLIC | DONATION TO FUND STAYS FOR LEUKEMIA PATIENTS/FAMILIES | $7,500 | |
| SCHOHARIE COLONIAL HERITAGE ASSOCIATION | ||||||||
| PO BOX 544 | SCHOHARIE | NY | 12157 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $1,960 | |
| SCHUYLER COUNTY HISTORICAL SOCIETY | ||||||||
| 108 NORTH CATHERINE STREET PO BOX | MONTOUR FALLS | NY | 14865 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | 651 |
| STORYCORP | ||||||||
| 80 HANSON PLACE 2ND FLOOR | BROOKLYN | NY | 11217 | N/A | PUBLIC | DONATION | $100 | |
| SUFFOLK COUNTY VANDERBILT MUSEUM | ||||||||
| 180 LITTLE NECK ROAD | CENTERPORT | NY | 11721 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| TAYLOR HISTORICAL SOCIETY | ||||||||
| 4332 CHENINGO-SOLON POND ROAD | CINCINNATUS | NY | 13040 | N/A | PUBLIC | HISTORIC MARKER GRANT AND NATIONAL REGISTER PROGRAM | $4,048 | |
| THE BROWNE HOUSE HISTORICAL SOCIETY | ||||||||
| 37-01 BROWNE STREET | FLUSHING | NY | 11354 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| THE COLONIAL WILLIAMSBURG FOUNDATION | ||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 231871776 | N/A | PUBLIC | DONATION | $100 | |
| THE SCHROEPPEL HISTORICAL SOCIETY | ||||||||
| 486 MAIN STREET | PHOENIX | NY | 13135 | N/A | PUBLIC | BUILDING REPAIRS | $2,689 | |
| THE VILLAGE IMPROVEMENT SOCIETY OF GILBERTSVILLE | ||||||||
| PO BOX 61 | GILBERTSVILLE | NY | 13776 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| TOWN OF ALABAMA HISTORY DEPARTMENT | ||||||||
| 2218 JUDGE ROAD | OAKFIELD | NY | 14125 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| TOWN OF BALLSTON | ||||||||
| 323 CHARLTON ROAD | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| TOWN OF BEEKMANTOWN | ||||||||
| 571 SPELLMAN ROAD | WEST CHAZY | NY | 12992 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| TOWN OF BROOKHAVEN | ||||||||
| ONE INDEPENDENCE HILL | FARMINGVILLE | NY | 11738 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| TOWN OF COVENTRY | ||||||||
| 1839 STATE HIGHWAY 206 | GREENE | NY | 13778 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| TOWN OF DEERPARK | ||||||||
| 420 ROUTE 209 PO BOX 621 | HUGUENOT | NY | 12746 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $449 | |
| TOWN OF DURHAM | ||||||||
| 7309 ROUTE 81 | EAST DURHAM | NY | 12423 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| TOWN OF ELLICOTTVILLE | ||||||||
| 1 WEST WASHINGTON STREET PO BOX 600 | ELLICOTTVILLE | NY | 14731 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| TOWN OF FARMINGTON | ||||||||
| 1000 COUNTY ROAD 8 | FARMINGTON | NY | 14425 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| TOWN OF GORHAM | ||||||||
| 4736 SOUTH STREET | GORHAM | NY | 14461 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| TOWN OF LYNDON | ||||||||
| 852 LYNDON CENTER ROAD | CUBA | NY | 14727 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| TOWN OF MARTINSBURG | ||||||||
| 5404 CEMETERY ROAD PO BOX 8 | MARTINSBURG | NY | 13404 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $449 | |
| TOWN OF MIDDLESEX | ||||||||
| 1216 ROUTE 245 MAIN STREET PO BOX | MIDDLESEX | NY | 14507 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | 147 |
| TOWN OF OSSIAN | ||||||||
| 4706 OSSIAN HILL ROAD | DANSVILLE | NY | 14437 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,100 | |
| TOWN OF PITCHER | ||||||||
| 156 PITCHER SPRINGS ROAD | PITCHER | NY | 13136 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| TOWN OF PLATTSBURGH | ||||||||
| 151 BANKER ROAD | PLATTSBURGH | NY | 12901 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,100 | |
| TOWN OF POMPEY HISTORICAL SOCIETY | ||||||||
| 8354 ROUTE 20 | MANLIUS | NY | 13104 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| TOWN OF TAYLOR | ||||||||
| 3845 CHENINGO SOLON POND ROAD | CINCINNATUS | NY | 13040 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| TOWN OF VESTAL | ||||||||
| 605 VESTAL PARKWAY WEST | VESTAL | NY | 13850 | N/A | PUBLIC | HISTORIC MARKER GRANT | $4,200 | |
| ULSTER COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 279 | STONE RIDGE | NY | 12484 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| VICTOR HISTORICAL SOCIETY | ||||||||
| 7370 VALENTOWN SQUARE PO BOX 472 | VICTOR | NY | 14564 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| VILLAGE OF BROCTON | ||||||||
| 34 WEST MAIN STREET | BROCTON | NY | 14716 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| VILLAGE OF HAGAMAN | ||||||||
| 86 PAWLING STREET | HAGAMAN | NY | 12086 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| VILLAGE OF SACKETS HARBOR | ||||||||
| 112 NORTH BROAD STREET PO BOX 335 | SACKETS HARBOR | NY | 13685 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 | |
| WEST SENECA HISTORICAL SOCIETY | ||||||||
| 919 WEST MILL ROAD | WEST SENECA | NY | 14224 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $449 | |
| WESTFIELD FLATS CEMETERY ASSOCIATION INC | ||||||||
| 9 ROCKLAND ROAD | ROSCO | NY | 12776 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| WHITEHALL SKENE MANOR PRESERVATION INC | ||||||||
| 8 POTTER TERRACE | WHITEHALL | NY | 12887 | N/A | PUBLIC | NATIONAL REGISTER HISTORICAL PLACES SIGN | $980 | |
| WVBE-FM | ||||||||
| 3934 ELECTRIC ROAD SW | ROANOKE | VA | 24018 | N/A | PUBLIC | BONE MARROW DRIVE | $2,150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $868,597 | 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 | $34,714 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $254,380 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $249,663 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L.P. | 14 | -$6,612 |
| UNITED STATES NATURAL GAS FUND LP | 14 | -$2,212 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $529,933 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $529,933 | 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 | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,975,038 | 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 | $2,675,038 | FairMarketValueAmt |
| Received | 2013-12-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,240 | Amt |
| Net Investment Income | $3,930 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,310 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DONOR ADVISED FUNDS | IdentifierTxt |
| Form And Line Reference | 990-PF, PART VII-A, NUMBER 12 | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS TO A DONOR ADVISED FUND ARE TREATED AS QUALIFYING DISTRIBUTIONS BY THE FOUNDATION. DISTRIBUTIONS FROM THE DONOR ADVISED FUND WILL BE USED TO PROVIDE FINANCIAL SUPPORT TO AN ORGANIZATION ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, OR EDUCATIONAL PURPOSES. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVNET INC | $172,691 | $172,691 |
| E M C CORP MASS | $35,210 | $35,210 |
| GENERAL ELECTRIC CO | $184,998 | $184,998 |
| INTL BUSINESS MACH | $225,084 | $225,084 |
| MICROSOFT CORP | $310,503 | $310,503 |
| NETWORK APPLIANCE CORP | $69,938 | $69,938 |
| PC CONNECTION INC | $18,637 | $18,637 |
| POWERSHARES QQQ | $976,356 | $976,356 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | $904,981 | $904,981 |
| SECTOR SPDR TR SHS BEN INT FINANCIAL | $153,020 | $153,020 |
| SYMANTEC CORP | $5,282 | $5,282 |
| VERIZON COMMUNICATIONS | $98,280 | $98,280 |
| WALMART STORES | $165,249 | $165,249 |
| FIDELITY INT'L DISCOVERY | $492,697 | $492,697 |
| FIDELITY LATIN AMERICA | $172,821 | $172,821 |
| FIDELITY SMALL CAP STOCK | $169,025 | $169,025 |
| FIDELITY BLUE CHIP | $528,691 | $528,691 |
| FIDELITY SMALL CAP VALUE | $720,231 | $720,231 |
| FIDELITY SELECT TECHNOLOGY | $327,448 | $327,448 |
| FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT | $57,323 | $57,323 |
| FIDELITY SELECT TELECOMM | $27,276 | $27,276 |
| FIDELITY PURITAN | $237,662 | $237,662 |
| FIDELITY SELECT SOFTWARE & COMPUTER | $578,710 | $578,710 |
| FIDELITY EXPORT | $871,820 | $871,820 |
| FIDELITY VALUE | $746,105 | $746,105 |
| VENTAS INC | $263,488 | $263,488 |
| ALLSCRIPTS HEATHCARE SOLUTIONS, INC. | $29,374 | $29,374 |
| AMAZON.COM, INC. | $598,185 | $598,185 |
| EBAY, INC. | $400,514 | $400,514 |
| ENTERPRISE GP HOLDINGS LP | $163,548 | $163,548 |
| EXXON MOBIL CORP. | $323,840 | $323,840 |
| MCDONALDS CORP. | $48,515 | $48,515 |
| FIDELITY HIGH INCOME | $1,258,097 | $1,258,097 |
| EXELON CORP | $54,698 | $54,698 |
| FRONTIER COMMUNICATIONS CORP COM | $1,116 | $1,116 |
| ISHARES TRUST S&P SMALLCAP 600 INDEX FD | $218,260 | $218,260 |
| SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | $579,655 | $579,655 |
| TOYOTA MOTOR CORP ADR-EACH REP 2 ORD | $73,152 | $73,152 |
| DU PONT E I DE NEMOURS & CO | $58,473 | $58,473 |
| FORD MTR CO DEL COM | $122,314 | $122,314 |
| INTEL CORP | $155,730 | $155,730 |
| SPRINT NEXTEL CORP FON SHS | $5,622 | $5,622 |
| STURM RUGER & CO INC | $80,399 | $80,399 |
| CVS CAREMARK CORP | $135,983 | $135,983 |
| COMMUNITY BK SYS INC | $43,648 | $43,648 |
| COSTCO WHOLESALE CORP | $107,118 | $107,118 |
| DISNEY WALT CO | $38,200 | $38,200 |
| DIRECTV COM | $48,342 | $48,342 |
| ISHARES TRANSPORTATION AVERAGE ETF | $131,900 | $131,900 |
| JPMORGAN CHASE & CO | $58,480 | $58,480 |
| LOEWS CORP | $53,064 | $53,064 |
| METLIFE INC COM | $199,504 | $199,504 |
| MOBILE MINI INC | $8,236 | $8,236 |
| NBT BANCORP INC | $90,236 | $90,236 |
| PROCTER & GAMBLE CO | $16,282 | $16,282 |
| RESMED INC | $160,072 | $160,072 |
| ROYAL CARIBBEAN CRUISES COM | $256,068 | $256,068 |
| SECTOR SPDR TR SHS BEN INT ENERGY | $106,212 | $106,212 |
| SELECT SECTOR SPDR TR HEALTH CARE FOREMERLY CONSUMER SVCS | $27,720 | $27,720 |
| TJX COMPANIES INC | $388,753 | $388,753 |
| UNITED STATES NATURAL GAS FUND LP UNIT | $31,035 | $31,035 |
| UNITEDHEALTH GROUP | $188,250 | $188,250 |
| YAHOO INC | $16,176 | $16,176 |
| FIDELITY CONSERVATIV INCOME BOND | $3,009,095 | $3,009,095 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $837,935 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $837,935 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $2,299 | BOYBookValueAmt |
| EOY Book Value | $639 | EOYBookValueAmt |
| EOYFMV | $639 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDEDUCTIBLE EXPENSES | Description |
| Amount | $7 | Amount |
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 | $725 | $363 | $362 |
| INVESTMENT FEES | $5 | $5 | $0 |
| MISCELLANEOUS EXPENSES | $1,570 | $0 | $1,570 |
| OUTSIDE SERVICES | $750 | $0 | $750 |
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. | -$6,612 | -$6,612 | -$6,612 |
| UNITED STATES NATURAL GAS FUND LP | -$2,212 | -$2,212 | -$2,212 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON SECURITIES HELD | Description |
| Amount | $1,864,959 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $4,258 | $0 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
| FOREIGN TAX PAID | $1,072 | $1,072 | $0 |
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