WILLIAM G POMEROY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G POMEROY FOUNDATION (EIN 20-6572301)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201121339349102507
- Schema version
- 2010v3.2
- 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
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T15:49:27-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J REILLY CPA | Name |
| Phone | 3154729127 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 14752326 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 83390 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 83390 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 136427 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 136427 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12734 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 587770 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12734 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -2759 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -2759 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 2229792 | TotalRevenueAndExpenses |
| Total Net Investment Income | 229792 | 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 | 4779 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3584 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1195 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3421 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 508 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 750 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 757 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 757 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 14720 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1573 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 13147 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 23677 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5665 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 15849 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 445178 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 445178 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 468855 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5665 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 461027 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1760937 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 224127 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4479009 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5122153 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5122153 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 213547 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 744676 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 744676 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 4997777 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6670108 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6670108 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2453448 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2200622 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2200622 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 3549 | OtherAssetsBOY |
| Other Assets EOY | 14767 | OtherAssetsEOY |
| Other Assets EOYFMV | 14767 | OtherAssetsEOYFMV |
| Total Assets BOY | 12147330 | TotalAssetsBOY |
| Total Assets EOY | 14752326 | TotalAssetsEOY |
| Total Assets EOYFMV | 14752326 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 12147330 | UnrestrictedBOY |
| Unrestricted EOY | 14752326 | UnrestrictedEOY |
| Total Net Assets BOY | 12147330 | TotalNetAssetsBOY |
| Total Net Assets EOY | 14752326 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 12147330 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14752326 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 12147330 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1760937 | ExcessOfRevenueOverExpenses |
| Other Increases | 844072 | OtherIncreases |
| Subtotal | 14752339 | Subtotal |
| Other Decreases | 13 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 14752326 | 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 - 1802 | P | 575000 | 575000 | 0 | 0 |
| FIDELITY INVESTMENTS - 1802 (CAPITAL GAIN DISTRIBUTION) | P | 12770 | 12770 | 12770 | |
| ENTERPRISE GP HOLDINGS L.P. - K-1 | P | 31 | -31 | -31 | |
| ENTERPRISE PRODUCTS PARTNERS L.P. - K-1 | P | 5 | -5 | -5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12734 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 346224 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9326026 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.037124 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 221553 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6851364 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.032337 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 40132 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4357252 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.009210 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 13363 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1080657 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.012366 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 70375 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.091037 | TotalDistributionRatio |
| Average Distribution Ratio | 0.018207 | AverageDistributionRatio |
| Net Noncharitable Assets | 12225097 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 222582 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2241 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 224823 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 461027 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2241 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2241 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2241 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 241 | 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 | 8524206 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3887060 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12411266 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12411266 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 186169 | CashDeemedCharitable |
| Net Noncharitable Assets | 12225097 | NetNoncharitableAssets |
| Minimum Investment Return | 611255 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 611255 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2241 | TaxBasedOnInvestmentIncome |
| Total Tax | 2241 | TotalTax |
| Distributable Amount Before Adj | 609014 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 609014 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 609014 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 461027 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 461027 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2241 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 458786 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 609014 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 448395 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 461027 | QualifyingDistributions |
| Applied To Year1 | 448395 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 12632 | 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 | 596382 | 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 (8 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 | |||||||
| 3001 BROADWAY STREET NE SUITE 100 | MINNEAPOLIS | MN | 55413 | N/A | PUBLIC | DONATION | $10,000 |
| BMT INFONET | |||||||
| 2310 SKOKIE VALLEY ROAD | HIGHLAND PARK | IL | 60035 | N/A | PUBLIC | SYMPOSIUM SPONSOR | $5,000 |
| CENTRAL NEW YORK COMMUNITY FOUNDATION INC | |||||||
| 500 S SALINA STREET STE 428 | SYRACUSE | NY | 13202 | N/A | PUBLIC | DONATION | $405,000 |
| CROUSE HOSPITAL AUXILIARY | |||||||
| 736 IRVING AVE | SYRACUSE | NY | 13210 | N/A | PUBLIC | LIGHTS OF LOVE | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 401 N SALINA STREET STE 304 | SYRACUSE | NY | 13203 | N/A | PUBLIC | DONATION | $1,000 |
| MARCELLUS HISTORICAL SOCIETY | |||||||
| 18 NORTH STREET | MARCELLUS | NY | 13108 | N/A | PUBLIC | HISTORIC MARKER PROGRAM | $2,128 |
| NATIONAL BONE MARROW DONOR DRIVE | |||||||
| 3433 CARMICHAEL STREET | PALM HARBOR | FL | 34684 | N/A | PUBLIC | DONATION | $19,700 |
| TOWN OF FABIUS | |||||||
| PO BOX 59 | FABIUS | NY | 13063 | N/A | PUBLIC | HISTORIC MARKER GRANT | $1,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 445178 | 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 | $83,390 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $136,427 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,734 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| ENTERPRISE GP HOLDING L.P. | 14 | -$2,569 |
| ENTERPRISE PRODUCTS PARTNERS L.P. | 14 | -$190 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $229,792 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 229792 | 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 | 2000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,779 | Amount |
| Net Investment Income | 3584 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1195 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (24 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN EXPRESS CENTURIAN BANK 2.75% | 206124 | 206124 |
| BMW BANK NORTH AMERICA UTAH 2.35% | 204276 | 204276 |
| BANK NORTH CAROLINA NC 2.75% | 97161 | 97161 |
| BARCLAYS BANK DELEWARE 1.75% | 136069 | 136069 |
| CAPMARK BANK MIDVALUE UTAH 3.0% | 100672 | 100672 |
| CAPMARK BANK MIDVALUE UTAH 3.050% | 89506 | 89506 |
| CELTIC BANK SALT LAKE CITY UTAH 2.4% | 204382 | 204382 |
| CITI BANK SALT LAKE CITY UTAH 3.15% | 102962 | 102962 |
| CITI BANK SALT LAKE CITY UTAH 5.0% | 103809 | 103809 |
| COMPASS BANK BIRMINGHAM ALABAMA 2.15% | 100796 | 100796 |
| DISCOVER BK GREENWOOD DEL 2.15% | 152607 | 152607 |
| PRIVATE BANK OF BUCKHEAD 2.35% | 100270 | 100270 |
| GE MONEY BK SALT 2.35% | 102152 | 102152 |
| GOLDMAN SACHS BK USA 4.55% | 98175 | 98175 |
| DISCOVER BK GREENWOOD DEL 4.5% | 98196 | 98196 |
| CITI BANK SALT LAKE CITY UTAH 2.3% | 50262 | 50262 |
| ALLY BANK MIDVALUE UTAH 1.8% | 253203 | 253203 |
| ADVANTA BANK CORP DRAPER UTAH 2.2125% | 0 | 0 |
| STATE BK INDIA NEW YORK 4.50% | 0 | 0 |
| CAPITAL ONE BK USA 3.90 | 0 | 0 |
| GMAC BK MIDVALUE UTAH 3.95% | 0 | 0 |
| FIRST REGL BK CALI 3.75% | 0 | 0 |
| MACATAWA BK SEELAND 4.55% | 0 | 0 |
| SALLIE MAE BK 4.20% | 0 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (39 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AVNET INC | 129312 | 129312 |
| E M C CORP MASS | 32060 | 32060 |
| GENERAL ELECTRIC CO | 74989 | 74989 |
| INTL BUSINESS MACH | 176112 | 176112 |
| MICROSOFT CORP | 92103 | 92103 |
| NETWORK APPLIANCE CORP | 38472 | 38472 |
| PC CONNECTION INC | 6645 | 6645 |
| POWERSHARES QQQ | 408450 | 408450 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | 578450 | 578450 |
| SECTOR SPDR TR SHS | 66990 | 66990 |
| SYMANTEC CORP | 3750 | 3750 |
| VERIZON COMMUNICATIONS | 35780 | 35780 |
| WALMART STORES | 102467 | 102467 |
| FIDELITY INT'L DISCOVERY | 381538 | 381538 |
| FIDELITY LATIN AMERICA | 65299 | 65299 |
| FIDELITY SMALL CAP STOCK | 136555 | 136555 |
| FIDELITY BLUE CHIP | 218243 | 218243 |
| FIDELITY SMALL CAP VALUE | 364065 | 364065 |
| FIDELITY SELECT TECHNOLOGY | 129848 | 129848 |
| FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT | 50660 | 50660 |
| FIDELITY SELECT TELECOMM | 19755 | 19755 |
| FIDELITY PURITAN | 172413 | 172413 |
| FIDELITY SELECT SOFTWARE & COMPUTER | 317460 | 317460 |
| FIDELITY EXPORT | 618585 | 618585 |
| FIDELITY VALUE | 478647 | 478647 |
| VENTAS INC | 94464 | 94464 |
| ALLSCRIPTS HEATHCARE SOLUTIONS, INC. | 36613 | 36613 |
| AMAZON.COM, INC. | 216000 | 216000 |
| EBAY, INC. | 41745 | 41745 |
| ENTERPRISE GP HOLDINGS LP | 43691 | 43691 |
| EXXON MOBIL CORP. | 102368 | 102368 |
| MCDONALDS CORP. | 15352 | 15352 |
| FIDELITY HIGH INCOME | 964124 | 964124 |
| EXELON CORP | 33312 | 33312 |
| FRONTIER COMMUNICATIONS CORP COM | 2335 | 2335 |
| ISHARES TRUST S&P SMALLCAP 600 INDEX FD | 27388 | 27388 |
| SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | 346890 | 346890 |
| TOYOTA MOTOR CORP ADR-EACH REP 2 ORD | 47178 | 47178 |
| DIAMONDS TRUST SER | 0 | 0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 744676 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 744676 | 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 | 3549 | BOYBookValue |
| EOY Book Value | 14767 | EOYBookValue |
| EOYFMV | 14767 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDEDUCTIBLE EXPENSES | Description |
| Amount | $13 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | 545 | 273 | 272 |
| ACCRUED INTEREST PAID | 460 | 460 | 0 |
| ADVERTISING | 12084 | 0 | 12084 |
| AMORTIZATION OF PREMIUMS | 607 | 607 | 0 |
| INVESTMENT FEES | 233 | 233 | 0 |
| POSTAGE AND SHIPPING | 663 | 0 | 663 |
| MISCELLANEOUS EXPENSES | 128 | 0 | 128 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ENTERPRISE GP HOLDING L.P. | -2569 | -2569 | -2569 |
| ENTERPRISE PRODUCTS PARTNERS L.P. | -190 | -190 | -190 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON SECURITIES HELD | $844,009 |
| NONDIVIDEND DISTRIBUTION | $63 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,163 | 0 | 0 |
| NYS FILING FEE | $750 | 0 | 750 |
| FOREIGN TAX PAID | $508 | 508 | 0 |
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