WILLIAM G POMEROY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G POMEROY FOUNDATION (EIN 20-6572301)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201301359349101435
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- 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) |
|---|---|---|
| Timestamp | 2013-05-15T13:06:51-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330996661 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANNIBLE & MCKEE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206572301 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM G POMEROY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 3154763000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM G POMEROY | Name |
| Title | PRESIDENT | Title |
| Phone | 3154763000 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J REILLY CPA | Name |
| PTIN | P00435562 | PTIN |
| Phone | 3154729127 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 20637925 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 35923 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 57666 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 174039 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 198116 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 125323 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1355323 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 96925 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -2380 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -2380 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 3332905 | TotalRevenueAndExpenses |
| Total Net Investment Income | 350327 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5083 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3812 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1271 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4606 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 525 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 750 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 2423 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2423 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1153 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 834 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 706 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13265 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5171 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5150 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 734368 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 734368 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 747633 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5171 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 739518 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2585272 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 345156 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 7898962 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10669354 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10669354 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 839008 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1017035 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1017035 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 6811067 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8494241 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8494241 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1500306 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 454996 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 454996 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 7485 | OtherAssetsBOY |
| Other Assets EOY | 2299 | OtherAssetsEOY |
| Other Assets EOYFMV | 2299 | OtherAssetsEOYFMV |
| Total Assets BOY | 17056828 | TotalAssetsBOY |
| Total Assets EOY | 20637925 | TotalAssetsEOY |
| Total Assets EOYFMV | 20637925 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 17056828 | UnrestrictedBOY |
| Unrestricted EOY | 20637925 | UnrestrictedEOY |
| Total Net Assets BOY | 17056828 | TotalNetAssetsBOY |
| Total Net Assets EOY | 20637925 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 17056828 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 20637925 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 17056828 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2585272 | ExcessOfRevenueOverExpenses |
| Other Increases | 995829 | OtherIncreases |
| Subtotal | 20637929 | Subtotal |
| Other Decreases | 4 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 20637925 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS - 2784 | P | 1230000 | 1230000 | 0 | 0 |
| FIDELITY INVESTMENTS - 2784 (CAPITAL GAIN DISTRIBUTION) | P | 124706 | 124706 | 124706 | |
| ENTERPRISE PRODUCTS PARTNERS L.P. - K-1 | P | 617 | 617 | 617 | |
| BOOK CAPITAL GAIN DISTRIBUTIONS IN EXCESS OF TAX | P | 28398 | -28398 | -28398 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 96925 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 605136 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 14785912 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040927 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 458786 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 12225097 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.037528 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 346224 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9326026 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.037124 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 221553 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6851364 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.032337 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 40132 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4357252 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.009210 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.157126 | TotalDistributionRatio |
| Average Distribution Ratio | 0.031425 | AverageDistributionRatio |
| Net Noncharitable Assets | 17619126 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 553681 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3452 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 557133 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 739518 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3452 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3452 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3452 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3200 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 6 | PenaltyForUnderpayment |
| Tax Due | 258 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 1 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.WGPFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | PAULA MILLER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3154763000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 10.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9399557 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8487881 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 17887438 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 17887438 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 268312 | CashDeemedCharitable |
| Net Noncharitable Assets | 17619126 | NetNoncharitableAssets |
| Minimum Investment Return | 880956 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 880956 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3452 | TaxBasedOnInvestmentIncome |
| Total Tax | 3452 | TotalTax |
| Distributable Amount Before Adj | 877504 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 877504 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 877504 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 739518 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 739518 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3452 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 736066 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 877504 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 724554 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 739518 | QualifyingDistributions |
| Applied To Year1 | 724554 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 14964 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 862540 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM G POMEROY | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | PAULA MILLER | RecipientName |
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 Number | 3154763000 | RecipientPhoneNumber |
| 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 | FormAndInfoAndMaterials |
| Submission Deadlines | SUBMISSION DEADLINES VARY BY REGION - REFER TO THE HISTORIC MARKER PROGRAM REGIONAL GRANT SCHEDULE | SubmissionDeadlines |
| Restrictions On Awards | SUBMISSIONS FOR THE HISTORIC MARKER PROGRAM SHOULD BE LIMITED TO NEW YORK STATE AND TO THE 1790-1850 TIME FRAME | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| APHNYS 2012 | |||||||
| PO BOX 366 | CHENANGO BRIDGE | NY | 13745 | N/A | PUBLIC | ANNUAL AWARD BANQUET | $1,035 |
| BE THE MATCH FOUNDATION | |||||||
| 3001 BROADWAY STREET NE SUITE 601 | MINNEAPOLIS | MN | 55413 | N/A | PUBLIC | DONATION | $13,000 |
| BMT INFONET | |||||||
| 2310 SKOKIE VALLEY ROAD SUITE 104 | HIGHLAND PARK | IL | 60035 | N/A | PUBLIC | SURVIVOR SYMPOSIUM AND DATABASE CONVERSION | $36,000 |
| BOSTON HISTORICAL SOCIETY INC | |||||||
| PO BOX 332 | NORTH BOSTON | NY | 141100332 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| BUFFALO AND ERIE COUNTY HISTORICAL SOCIETY | |||||||
| 11 PLYMOUTH AVENUE | BUFFALO | NY | 14201 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| CHEEKTOWAGA HISTORICAL ASSOCIATION | |||||||
| 1505 EMERY ROAD EAST | EAST AURORA | NY | 14052 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| CHITTENANGO LANDING CANAL BOAT MUSEUM | |||||||
| 7010 LAKEPORT ROAD | CHITTENANGO | NY | 13037 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,128 |
| CITY OF BATAVIA | |||||||
| 55 RIVER STREET | BATAVIA | NY | 14020 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| CNY COMMUNITY FOUNDATION | |||||||
| 431 EAST FAYETTE STREET SUITE 100 | SYRACUSE | NY | 13202 | N/A | PUBLIC | DONATION | $274,000 |
| CORNERSTONE MASONIC HISTORICAL SOCIETY | |||||||
| 13 RIDGEWAY DRIVE | WARWICK | NY | 10990 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| CROUSE HEALTH FOUNDATION | |||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | N/A | PUBLIC | LIGHTS OF LOVE CAMPAIGN | $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 | $270,000 |
| DAUGHTERS OF UNION VETERANS OF THE CIVIL WAR | |||||||
| 11077 HOXIE ROAD | WEST EDMESTON | NY | 13485 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| ELMA HISTORICAL SOCIETY | |||||||
| 3011 BOWEN ROAD PO BOX 84 | ELMA | NY | 14059 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| ERIE CANAL MUSEUM | |||||||
| 318 ERIE BOULEVARD EAST | SYRACUSE | NY | 13202 | N/A | PUBLIC | SILVER SPONSORSHIP | $2,500 |
| FOOD BANK OF CENTRAL NEW YORK | |||||||
| 7066 INTERSTATE ISLAND ROAD | SYRACUSE | NY | 13209 | N/A | PUBLIC | CAPITAL CAMPAIGN TO NAME THE VESTIBULE | $10,000 |
| FOREST LAWN HERITAGE FOUNDATION INC | |||||||
| 1411 DELAWARE AVENUE | BUFFALO | NY | 14209 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| GENOA HISTORICAL ASSOCIATION | |||||||
| 8953 ROUTE 90 | KING FERRY | NY | 13081 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| HULL HOUSE FOUNDATION | |||||||
| 1132 ALLEGHANY ROAD | ATTICA | NY | 14011 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| LEROY HISTORICAL SOCIETY | |||||||
| 23 EAST MAIN STREET PO BOX 176 | LEROY | NY | 14482 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 4053 MAPLE ROAD SUITE 105 | AMHERST | NY | 14226 | N/A | PUBLIC | LIGHT THE NIGHT | $5,000 |
| MADISON HALL ASSOCIATION INC | |||||||
| PO BOX 115 | MORRISVILLE | NY | 13408 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| MARROW NATION | |||||||
| 3433 CARMICHAEL STREET | PALM HARBOR | FL | 34684 | N/A | PUBLIC | DONATION | $42,080 |
| MEXICO HISTORICAL SOCIETY | |||||||
| PO BOX 63 | MEXICO | NY | 13114 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,128 |
| MONTEZUMA HISTORICAL SOCIETY | |||||||
| 8621 DENMAN ROAD | PORT BYRON | NY | 13140 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| ONONDAGA COMMUNITY COLLEGE | |||||||
| 4585 WEST SENECA TURNPIKE | SYRACUSE | NY | 132154585 | N/A | PUBLIC | GRANT TO RESTORE FENCE FOR GENERAL ELLIS CEMETERY | $5,000 |
| ONONDAGA HISTORICAL ASSOCIATION | |||||||
| 321 MONTGOMERY STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | GLORIOUS WORKPLACES SPONSORSHIP AND HISTORIC MARKER GRANT | $3,614 |
| ROCKY POINT HISTORICAL SOCIETY | |||||||
| PO BOX 1720 | ROCKY POINT | NY | 11778 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| RONALD MCDONALD HOUSE CHARITIES OF CENTRAL NEW YORK | |||||||
| 1100 EAST GENESEE STREET | SYRACUSE | NY | 13210 | N/A | PUBLIC | CAPITAL CAMPAIGN - PANTRY SPONSOR | $30,000 |
| SOLVAY PUBLIC LIBRARY | |||||||
| 615 WOODS ROAD | SOLVAY | NY | 13209 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,128 |
| TAYLOR HISTORICAL SOCIETY | |||||||
| 4332 CHENINGO-SOLON POND ROAD | CINCINNATUS | NY | 13040 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| TOWN OF ALABAMA | |||||||
| 1976 LEWISTON ROAD | BASOM | NY | 14013 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| TOWN OF AMENIA | |||||||
| 5103 ROUTE 22 | AMENIA | NY | 12501 | 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 EDEN | |||||||
| 2795 E CHURCH STREET | EDEN | NY | 14057 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| TOWN OF NORTH HEMPSTEAD | |||||||
| 33 WREN DRIVE | EAST HILLS | NY | 11576 | N/A | PUBLIC | HISTORIC ROADSIDE MARKER PROGRAM | $1,050 |
| TOWN OF OSSINING | |||||||
| 104 HAVELL STREET | OSSINING | NY | 10562 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| TOWN OF OWASCO | |||||||
| 2 BRISTOL AVENUE | AUBURN | NY | 13021 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| TOWN OF POMPEY HISTORICAL SOCIETY | |||||||
| 8354 ROUTE 20 | MANLIUS | NY | 13104 | N/A | PUBLIC | HISTORIC MARKER GRANT AND DONATION | $4,464 |
| TOWN OF SOUTHAMPTON | |||||||
| 116 HAMPTON ROAD | SOUTHAMPTON | NY | 11968 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,050 |
| VILLAGE OF BALDWINSVILLE | |||||||
| 78 OSWEGO STREET | BALDWINSVILLE | NY | 13027 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| VILLAGE OF HOMER | |||||||
| 53 SOUTH MAIN STREET | HOMER | NY | 13077 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| WEST SENECA HISTORICAL SOCIETY | |||||||
| 4985 SENECA STREET | WEST SENECA | NY | 14224 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| WVBE-FM | |||||||
| 3934 ELECTRIC ROAD SW | ROANOKE | VA | 24018 | N/A | PUBLIC | BONE MARROW DRIVE | $3,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 734368 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $35,923 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $174,039 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $125,323 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENTERPRISE PRODUCTS PARTNERS L.P. | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$2,380 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $332,905 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 332905 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | WILLIAM G POMEROY | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 3000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $5,083 | Amount |
| Net Investment Income | 3812 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1271 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DONOR ADVISED FUNDS | Identifier |
| Return Reference | 990-PF, PART VII-A, NUMBER 12 | ReturnReference |
| 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. | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (10 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN EXPRESS CENTURIAN BANK 2.75% | 203288 | 203288 |
| BMW BANK NORTH AMERICA UTAH 2.35% | 0 | 0 |
| BANK NORTH CAROLINA NC 2.75% | 0 | 0 |
| CAPMARK BANK MIDVALUE UTAH 3.0% | 0 | 0 |
| CAPMARK BANK MIDVALUE UTAH 3.050% | 0 | 0 |
| CELTIC BANK SALT LAKE CITY UTAH 2.4% | 0 | 0 |
| CITI BANK SALT LAKE CITY UTAH 3.15% | 0 | 0 |
| DISCOVER BK GREENWOOD DEL 2.15% | 0 | 0 |
| GE MONEY BK SALT 2.35% | 0 | 0 |
| ALLY BANK MIDVALUE UTAH 1.8% | 251708 | 251708 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (44 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AVNET INC | 119838 | 119838 |
| E M C CORP MASS | 35420 | 35420 |
| GENERAL ELECTRIC CO | 86059 | 86059 |
| INTL BUSINESS MACH | 229860 | 229860 |
| MICROSOFT CORP | 114853 | 114853 |
| NETWORK APPLIANCE CORP | 23485 | 23485 |
| PC CONNECTION INC | 8625 | 8625 |
| POWERSHARES QQQ | 488475 | 488475 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | 669327 | 669327 |
| SECTOR SPDR TR SHS | 88506 | 88506 |
| SYMANTEC CORP | 4216 | 4216 |
| VERIZON COMMUNICATIONS | 64905 | 64905 |
| WALMART STORES | 143283 | 143283 |
| FIDELITY INT'L DISCOVERY | 394350 | 394350 |
| FIDELITY LATIN AMERICA | 208809 | 208809 |
| FIDELITY SMALL CAP STOCK | 130228 | 130228 |
| FIDELITY BLUE CHIP | 299548 | 299548 |
| FIDELITY SMALL CAP VALUE | 525419 | 525419 |
| FIDELITY SELECT TECHNOLOGY | 137589 | 137589 |
| FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT | 44728 | 44728 |
| FIDELITY SELECT TELECOMM | 22446 | 22446 |
| FIDELITY PURITAN | 197499 | 197499 |
| FIDELITY SELECT SOFTWARE & COMPUTER | 382946 | 382946 |
| FIDELITY EXPORT | 691491 | 691491 |
| FIDELITY VALUE | 544315 | 544315 |
| VENTAS INC | 116496 | 116496 |
| ALLSCRIPTS HEATHCARE SOLUTIONS, INC. | 17898 | 17898 |
| AMAZON.COM, INC. | 376305 | 376305 |
| EBAY, INC. | 101996 | 101996 |
| ENTERPRISE GP HOLDINGS LP | 98497 | 98497 |
| EXXON MOBIL CORP. | 173100 | 173100 |
| MCDONALDS CORP. | 17642 | 17642 |
| FIDELITY HIGH INCOME | 1265424 | 1265424 |
| EXELON CORP | 50469 | 50469 |
| FRONTIER COMMUNICATIONS CORP COM | 1027 | 1027 |
| ISHARES TRUST S&P SMALLCAP 600 INDEX FD | 31240 | 31240 |
| SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | 405200 | 405200 |
| TOYOTA MOTOR CORP ADR-EACH REP 2 ORD | 55950 | 55950 |
| SUPERVALU INC | 4940 | 4940 |
| DU PONT E I DE NEMOURS & CO | 26987 | 26987 |
| FORD MTR CO DEL COM | 12950 | 12950 |
| INTEL CORP | 20620 | 20620 |
| SPRINT NEXTEL CORP FON SHS | 11340 | 11340 |
| STURM RUGER & CO INC | 49940 | 49940 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1017035 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1017035 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST | Description |
| BOY Book Value | 7485 | BOYBookValue |
| EOY Book Value | 2299 | EOYBookValue |
| EOYFMV | 2299 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDEDUCTIBLE EXPENSES | Description |
| Amount | $4 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | 695 | 348 | 347 |
| AMORTIZATION OF PREMIUMS | 0 | 481 | 0 |
| INVESTMENT FEES | 99 | 5 | 0 |
| MISCELLANEOUS EXPENSES | 359 | 0 | 359 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENTERPRISE PRODUCTS PARTNERS L.P. | Description |
| Revenue And Expenses Per Books | -2380 | RevenueAndExpensesPerBooks |
| Net Investment Income | -2380 | NetInvestmentIncome |
| Adjusted Net Income | -2380 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON SECURITIES HELD | Description |
| Amount | $995,829 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,794 | 0 | 0 |
| NYS FILING FEE | $750 | 0 | 750 |
| FOREIGN TAX PAID | $62 | 525 | 0 |
Comments