WILLIAM G POMEROY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G POMEROY FOUNDATION (EIN 20-6572301)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201211369349102261
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T15:50:07-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-14 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 17056828 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2800000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 60484 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 86554 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 145092 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 164695 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 78397 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 753397 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 59438 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -3763 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -3763 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 3080210 | TotalRevenueAndExpenses |
| Total Net Investment Income | 306924 | 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 | 4990 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3743 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1247 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3444 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 651 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 750 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 822 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 822 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 939 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3156 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 491 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10195 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7550 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3310 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 604820 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 604820 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 615015 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7550 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 608130 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2465195 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 299374 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5122153 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7898962 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7898962 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 744676 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 839008 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 839008 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 6670108 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6811067 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6811067 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2200622 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1500306 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1500306 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 14767 | OtherAssetsBOY |
| Other Assets EOY | 7485 | OtherAssetsEOY |
| Other Assets EOYFMV | 7485 | OtherAssetsEOYFMV |
| Total Assets BOY | 14752326 | TotalAssetsBOY |
| Total Assets EOY | 17056828 | TotalAssetsEOY |
| Total Assets EOYFMV | 17056828 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 14752326 | UnrestrictedBOY |
| Unrestricted EOY | 17056828 | UnrestrictedEOY |
| Total Net Assets BOY | 14752326 | TotalNetAssetsBOY |
| Total Net Assets EOY | 17056828 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14752326 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 17056828 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 14752326 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2465195 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 17217521 | Subtotal |
| Other Decreases | 160693 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 17056828 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS - 1802 | P | 385000 | 385000 | 0 | 0 |
| FIDELITY INVESTMENTS - 1802 (CAPITAL GAIN DISTRIBUTION) | P | 21546 | 21546 | 21546 | |
| FIDELITY INVESTMENTS - 2784 | P | 290000 | 290000 | 0 | 0 |
| FIDELITY INVESTMENTS - 2784 (CAPITAL GAIN DISTRIBUTION) | P | 56679 | 56679 | 56679 | |
| ENTERPRISE PRODUCTS PARTNERS L.P. - K-1 | P | 172 | 172 | 172 | |
| BOOK CAPTIAL GAIN DISTRIBUTIONS IN EXCESS OF TAX | P | 18959 | -18959 | -18959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 59438 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 458786 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12225097 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.037528 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 346224 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9326026 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.037124 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 221553 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6851364 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.032337 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 40132 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4357252 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.009210 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 13363 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1080657 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.012366 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.128565 | TotalDistributionRatio |
| Average Distribution Ratio | 0.025713 | AverageDistributionRatio |
| Net Noncharitable Assets | 14785912 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 380190 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2994 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 383184 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 608130 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2994 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2994 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2994 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2400 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 594 | 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 | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | 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 | 9596938 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5414140 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 15011078 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 15011078 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 225166 | CashDeemedCharitable |
| Net Noncharitable Assets | 14785912 | NetNoncharitableAssets |
| Minimum Investment Return | 739296 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 739296 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2994 | TaxBasedOnInvestmentIncome |
| Total Tax | 2994 | TotalTax |
| Distributable Amount Before Adj | 736302 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 736302 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 736302 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 608130 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 608130 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2994 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 605136 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 736302 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 596382 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 608130 | QualifyingDistributions |
| Applied To Year1 | 596382 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11748 | 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 | 724554 | 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 | NONE | SubmissionDeadlines |
| Restrictions On Awards | SUBMISSIONS SHOULD BE LIMITED TO THE CENTRAL NEW YORK GEOGRAPHICAL REGION | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BE THE MATCH FOUNDATION | |||||||
| 10100 MARTIN LUTHER KING JR ST N | ST PETERSBURG | FL | 33716 | N/A | PUBLIC | DONATION | $14,266 |
| BMT INFONET | |||||||
| 2310 SKOKIE VALLEY ROAD SUITE 104 | HIGHLAND PARK | IL | 60035 | N/A | PUBLIC | PRINT PATIENT HANDBOOK | $6,167 |
| CHITTENANGO LANDING CANAL BOAT MUSEUM | |||||||
| 7010 LAKEPORT ROAD | CHITTENANGO | NY | 13037 | N/A | PUBLIC | CULTURAL LANDSCAPE REPORT | $2,000 |
| CNY COMMUNITY FOUNDATION | |||||||
| 431 EAST FAYETTE STREET SUITE 100 | SYRACUSE | NY | 13202 | N/A | PUBLIC | DONATION | $491,759 |
| CROUSE HOSPITAL | |||||||
| 736 IRVING AVENUE | SYRACUSE | NY | 13210 | N/A | PUBLIC | LIGHTS OF LOVE CAMPAIGN | $500 |
| FABIUS HISTORICAL SOCIETY | |||||||
| 1776 JEROME ROAD | FABIUS | NY | 13063 | N/A | PUBLIC | GRANT FOR NEW ROOF FOR PIONEER MUSEUM | $6,474 |
| FRONTENAC HISTORICAL SOCIETY AND MUSEUM | |||||||
| 178 CAYUGA STREET PO BOX 338 | UNION SPRINGS | NY | 13061 | N/A | PUBLIC | HISTORIC MARKER GRANT | $3,192 |
| HERONS BEND | |||||||
| 1489 CULVER ROAD | ROCHESTER | NY | 14609 | N/A | PUBLIC | SIGNS OF CHANGE STUDY | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 4053 MAPLE ROAD SUITE 110 | AMHERST | NY | 14226 | N/A | PUBLIC | LIGHT THE NIGHT | $3,078 |
| MONTEZUMA HISTORICAL SOCIETY | |||||||
| PO BOX 476 | MONTEZUMA | NY | 13117 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,128 |
| NATIONAL BONE MARROW DONOR DRIVE | |||||||
| 3433 CARMICHAEL STREET | PALM HARBOR | FL | 34684 | N/A | PUBLIC | DONATION | $52,520 |
| ONONDAGA HISTORICAL ASSOCIATION | |||||||
| 321 MONTGOMERY STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,915 |
| TAYLOR HISTORICAL SOCIETY | |||||||
| 4613 UNION VALLEY ROAD | DERUYTER | NY | 13052 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| THE ZEN CENTER OF SYRACUSE | |||||||
| 266 WEST SENECA TURNPIKE | SYRACUSE | NY | 13207 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| TOWN OF CICERO | |||||||
| 8236 SOUTH MAIN STREET PO BOX 1517 | CICERO | NY | 130391517 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| TOWN OF MADISON HISTORICAL SOCIETY | |||||||
| PO BOX 54 | BOUCKVILLE | NY | 13310 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| TOWN OF ONONDAGA | |||||||
| 5020 BALL ROAD | SYRACUSE | NY | 13215 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,128 |
| TOWN OF POMPEY HISTORICAL SOCIETY | |||||||
| 8354 ROUTE 20 | MANLIUS | NY | 13104 | N/A | PUBLIC | HISTORIC MARKER GRANT | $925 |
| TOWN OF PREBLE | |||||||
| PO BOX 234 | PREBLE | NY | 13141 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| TOWN OF SENNETT | |||||||
| 6931 CHERRY STREET ROAD | AUBURN | NY | 13021 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| TOWN OF THROOP | |||||||
| 7033 STATE STREET ROAD | AUBURN | NY | 13021 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| TOWN OF VOLNEY | |||||||
| 1445 COUNTY ROUTE 6 | FULTON | NY | 13069 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| VILLAGE OF AURORA | |||||||
| 456 MAIN STREET | AURORA | NY | 13026 | N/A | PUBLIC | HISTORIC MARKER GRANT | $2,128 |
| VILLAGE OF HOMER | |||||||
| 31 NORTH MAIN STREET | HOMER | NY | 13077 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| VILLAGE OF MCGRAW | |||||||
| PO BOX 676 | MCGRAW | NY | 13101 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 604820 | 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 | $60,484 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $145,092 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $78,397 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENTERPRISE PRODUCTS PARTNERS L.P. | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$3,763 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $280,210 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 280210 | 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 | 2800000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,990 | Amount |
| Net Investment Income | 3743 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1247 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (17 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN EXPRESS CENTURIAN BANK 2.75% | 205728 | 205728 |
| BMW BANK NORTH AMERICA UTAH 2.35% | 202634 | 202634 |
| BANK NORTH CAROLINA NC 2.75% | 95370 | 95370 |
| BARCLAYS BANK DELEWARE 1.75% | 0 | 0 |
| CAPMARK BANK MIDVALUE UTAH 3.0% | 98689 | 98689 |
| CAPMARK BANK MIDVALUE UTAH 3.050% | 87749 | 87749 |
| CELTIC BANK SALT LAKE CITY UTAH 2.4% | 202382 | 202382 |
| CITI BANK SALT LAKE CITY UTAH 3.15% | 101126 | 101126 |
| CITI BANK SALT LAKE CITY UTAH 5.0% | 0 | 0 |
| COMPASS BANK BIRMINGHAM ALABAMA 2.15% | 0 | 0 |
| DISCOVER BK GREENWOOD DEL 2.15% | 151068 | 151068 |
| PRIVATE BANK OF BUCKHEAD 2.35% | 0 | 0 |
| GE MONEY BK SALT 2.35% | 101538 | 101538 |
| GOLDMAN SACHS BK USA 4.55% | 0 | 0 |
| DISCOVER BK GREENWOOD DEL 4.5% | 0 | 0 |
| CITI BANK SALT LAKE CITY UTAH 2.3% | 0 | 0 |
| ALLY BANK MIDVALUE UTAH 1.8% | 254022 | 254022 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (39 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AVNET INC | 121717 | 121717 |
| E M C CORP MASS | 30156 | 30156 |
| GENERAL ELECTRIC CO | 73431 | 73431 |
| INTL BUSINESS MACH | 220656 | 220656 |
| MICROSOFT CORP | 85668 | 85668 |
| NETWORK APPLIANCE CORP | 25389 | 25389 |
| PC CONNECTION INC | 8318 | 8318 |
| POWERSHARES QQQ | 418725 | 418725 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | 589850 | 589850 |
| SECTOR SPDR TR SHS | 70200 | 70200 |
| SYMANTEC CORP | 3506 | 3506 |
| VERIZON COMMUNICATIONS | 40120 | 40120 |
| WALMART STORES | 125496 | 125496 |
| FIDELITY INT'L DISCOVERY | 323425 | 323425 |
| FIDELITY LATIN AMERICA | 54990 | 54990 |
| FIDELITY SMALL CAP STOCK | 115254 | 115254 |
| FIDELITY BLUE CHIP | 212309 | 212309 |
| FIDELITY SMALL CAP VALUE | 350815 | 350815 |
| FIDELITY SELECT TECHNOLOGY | 117435 | 117435 |
| FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT | 42209 | 42209 |
| FIDELITY SELECT TELECOMM | 18919 | 18919 |
| FIDELITY PURITAN | 173571 | 173571 |
| FIDELITY SELECT SOFTWARE & COMPUTER | 324373 | 324373 |
| FIDELITY EXPORT | 595911 | 595911 |
| FIDELITY VALUE | 446514 | 446514 |
| VENTAS INC | 99234 | 99234 |
| ALLSCRIPTS HEATHCARE SOLUTIONS, INC. | 35986 | 35986 |
| AMAZON.COM, INC. | 207720 | 207720 |
| EBAY, INC. | 60660 | 60660 |
| ENTERPRISE GP HOLDINGS LP | 68029 | 68029 |
| EXXON MOBIL CORP. | 118664 | 118664 |
| MCDONALDS CORP. | 20066 | 20066 |
| FIDELITY HIGH INCOME | 1101460 | 1101460 |
| EXELON CORP | 47707 | 47707 |
| FRONTIER COMMUNICATIONS CORP COM | 1236 | 1236 |
| ISHARES TRUST S&P SMALLCAP 600 INDEX FD | 27320 | 27320 |
| SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | 378110 | 378110 |
| TOYOTA MOTOR CORP ADR-EACH REP 2 ORD | 39678 | 39678 |
| SUPERVALU INC | 16240 | 16240 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 839008 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 839008 | 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 | 14767 | BOYBookValue |
| EOY Book Value | 7485 | EOYBookValue |
| EOYFMV | 7485 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON SECURITIES HELD | $160,686 |
| NONDEDUCTIBLE EXPENSES | $7 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | 695 | 348 | 347 |
| ADVERTISING | 45 | 0 | 45 |
| AMORTIZATION OF PREMIUMS | 0 | 2804 | 0 |
| INVESTMENT FEES | 100 | 4 | 0 |
| MISCELLANEOUS EXPENSES | 99 | 0 | 99 |
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 | -3763 | RevenueAndExpensesPerBooks |
| Net Investment Income | -3763 | NetInvestmentIncome |
| Adjusted Net Income | -3763 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,641 | 0 | 0 |
| NYS FILING FEE | $750 | 0 | 750 |
| FOREIGN TAX PAID | $53 | 651 | 0 |
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