POLISSENI FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- POLISSENI FOUNDATION INC (EIN 16-1611263)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2014-10-07
- IRS object ID
- 201422809349100507
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-07T13:31:25-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 KENNETH DRIVE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14623 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | 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 | BusinessNameLine1 |
| 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 | C/O GP ASSOCIATES 120 LINDEN OAKS | AddressLine1 |
| Address Line2 | NO 200 | AddressLine2 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14625 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY POLISSENI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5856410151 | PhoneNum |
| Signature | 2014-09-20 | 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 | 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 | $428,506 | 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 | $1,037,683 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,868 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,868 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $758,436 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,008,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $758,436 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,819,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $782,304 | 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 | $2,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,391 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,391 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,999 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,128 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,127 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $577 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $126 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,746 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,253 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $733,693 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $733,693 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $783,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,746 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $746,946 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,036,000 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $763,558 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $188,810 | CashEOYAmt |
| Cash EOYFMV | $188,810 | CashEOYFMVAmt |
| US Government Obligations BOY | $184,306 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,879,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $239,696 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $239,696 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $24,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,261 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,063,559 | TotalAssetsBOYAmt |
| Total Assets EOY | $428,506 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $428,506 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $59,592 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $59,592 | 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 | $2,003,967 | RetainedEarningBOYAmt |
| Retained Earning EOY | $428,506 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,003,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $428,506 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,063,559 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $428,506 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,003,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,036,000 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,039,967 | SubtotalAmt |
| Other Decreases | $2,611,461 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $428,506 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 20,000 SHS OF PAYCHEX INC | P | 2014-03-24 | $794,476 | $75,000 | $719,476 | $719,476 |
| 125,000 SHS OF ROYAL BK CDA GLOBAL | P | 2013-09-18 | $124,395 | $125,026 | -$631 | -$631 |
| PAYCHEX CALLS | P | 2014-03-24 | $36,597 | $36,597 | $36,597 | |
| 50,000 BANK OF AMERICA | P | 2013-12-17 | $53,053 | $50,059 | $2,994 | $2,994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $758,436 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $266,506 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $322,344 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.826775 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $416,065 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $582,625 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.714121 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $247,085 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $767,259 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.322036 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $365,132 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $932,799 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.391437 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,159,869 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $941,339 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.232148 | DistributionYr5Rt |
| Total Distribution | 3.486517 | TotalDistributionRt |
| Average Distribution | 0.697303 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $651,435 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $454,248 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,636 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $461,884 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $746,946 | 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 | $7,636 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,636 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,636 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,164 | OverpaymentAmt |
| Applied To ES Tax | $9,164 | 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 | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14625 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $661,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $661,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $661,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,920 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $651,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,572 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,572 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,636 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,636 | TotalTaxAmt |
| Distributable Before Adj | $24,936 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,936 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,936 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $746,946 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $746,946 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,636 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $739,310 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,936 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,127,816 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $326,586 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $210,272 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $402,751 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $266,506 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,333,931 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $746,946 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,936 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $722,010 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,055,941 | 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 | $1,127,816 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,928,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $326,586 | ExcessFromYear4Amt |
| Excess From Year3 | $210,272 | ExcessFromYear3Amt |
| Excess From Year2 | $402,751 | ExcessFromYear2Amt |
| Excess From Year1 | $266,506 | ExcessFromYear1Amt |
| Excess From Current Year | $722,010 | 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 | AddressLine1 |
| Address Line2 | VICTOR ROAD STE 201 | AddressLine2 |
| City | PITTSFORD | City |
| State | NY | State |
| ZIP Code | 14534 | ZIPCode |
| 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABVI | |||||||
| 422 SOUTH CLINTON AVE | ROCHESTER | NY | 14618 | NONE | PUBLIC CHARITY | CHARITY | $2,500 |
| ANGELS OF MERCY | |||||||
| 692 WINTON ROAD NORTH | ROCHESTER | NY | 14609 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| LEARNING DISABILITIES ASSOC | |||||||
| 1650 SOUTH CLINTON AVE | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITY | $1,500 |
| 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 | $1,000 |
| HOSPICE OF ORLEANS INC | |||||||
| 14080 ROUTE 31 WEST | ALBION | NY | 14411 | NONE | PUBLIC CHARITY | CHARITY | $3,250 |
| THE NATIONAL MS SOCIETY | |||||||
| 1650 SOUTH AVE | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITY | $3,000 |
| WOMEN'S FOUNDATION OF GENESEE VALLEY | |||||||
| 277 ALEXANDER STREET | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $1,000 |
| OFFSPRING CHARITIES INC | |||||||
| 11 CHARISSA RUN | ROCHESTER | NY | 14623 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| ROCHESTER CHILDREN'S THEATRE | |||||||
| 4245 EAST AVENUE | ROCHESTER | NY | 14618 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| MERCY FLIGHT CENTRAL | |||||||
| 2420 BRICKYARD RD | ROCHESTER | NY | 14424 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| CURE | |||||||
| 200 WESTFALL ROAD | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| THE COMMUNITY PLACE | |||||||
| 145 PARSELLS AVE | ROCHESTER | NY | 14609 | NONE | PUBLIC CHARITY | CHARITY | $2,500 |
| SAFE JOURNEY | |||||||
| PO BOX 21 | FAIRPORT | NY | 14450 | NONE | PUBLIC CHARITY | CHARITY | $2,500 |
| ST JOHN FISHER COLLEGE | |||||||
| 3690 EAST AVENUE | ROCHESTER | NY | 14618 | NONE | PUBLIC CHARITY | CHARITY | $150,000 |
| SPIRITUS CHRISTI PRISON OUTREACH | |||||||
| 934 CULVER RD | ROCHESTER | NY | 14609 | NONE | PUBLIC CHARITY | CHARITY | $3,543 |
| PERINTON VOLUNTEER AMBULANCE CORPS | |||||||
| 1400 TURK HILL ROAD | FAIRPORT | NY | 14450 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| WILSON COMMENCEMENT PARK | |||||||
| 251 JOSEPH AVE | ROCHESTER | NY | 14605 | NONE | PUBLIC CHARITY | CHARITY | $2,500 |
| RIT | |||||||
| 1 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | NONE | PUBLIC CHARITY | CHARITY | $333,400 |
| ROCHESTER EDUCATION FOUNDATION | |||||||
| 250 MILL STREET SUITE 400 | ROCHESTER | NY | 14614 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| SPIRITUS CHRISTI MENTAL HEALTH CENTER | |||||||
| 121 N FITZHUGH STREET | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $1,000 |
| BABY SAFE SLEEP COALITION | |||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| RONALD MCDONALD HOUSE | |||||||
| 333 WESTMORELAND DRIVE | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITY | $2,000 |
| THE CENTER FOR YOUTH | |||||||
| 905 MONROE AVE | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITY | $3,000 |
| AMERICAN RED CROSS | |||||||
| 50 PRINCE STREET | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITY | $125,000 |
| GREATER CANANDAIGUA FAMILY YMCA | |||||||
| 34 NORTH MAIN STREET | CANANDAIGUA | NY | 14424 | NONE | PUBLIC CHARITY | CHARITY | $50,000 |
| FOODLINK | |||||||
| 1999 MT READBLVD | ROCHESTER | NY | 14615 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| GENESEE VALLEY CHAPTER | |||||||
| 312 W COMMERCIAL ST | EAST ROCHESTER | NY | 14445 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $733,693 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,868 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $758,436 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,868 | ExclusionAmt |
| Related Or Exempt Function Incm | $758,436 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $782,304 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,650 | Amt |
| Net Investment Income | $2,650 | 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 | $239,696 | EOYBookValueAmt |
| EOYFMV | $239,696 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN (LOSS) | Description |
| Amount | $2,611,461 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEB HOSTING | $126 | $0 | $126 |
| NYS FILING FEES | $25 | $25 | $0 |
| PAYROLL PROCESSING FEES | $1,103 | $552 | $0 |
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 | AddressLine1 |
| City | FAIRPORT | City |
| State | NY | State |
| ZIP Code | 14450 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,255 | $1,128 | $1,127 |
| FEDERAL TAXES | $17,744 | $0 | $0 |
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