J M MCDONALD FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- J M MCDONALD FOUNDATION INC (EIN 47-1431059)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-27
- IRS object ID
- 202223009349100827
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-27T16:18:30-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471431059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM McDonald Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JMMC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | donald r mcjunkin | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | donald r | PersonFirstNm |
| Person Last | mcjunkin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,841,156 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $649 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $649 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $443,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $443,659 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,424,740 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,525,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,424,740 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $68 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $68 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,869,116 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,869,116 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $220,534 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $219,534 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80,239 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,959 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $54,180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $474 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $53,706 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $354,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $222,967 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,706 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,454,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,454,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,808,953 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $222,967 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,508,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,060,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,646,149 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,374,791 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,867,090 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,867,090 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $2,925 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $1,309,406 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,258,216 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,256,151 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,365,521 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,582,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,170,681 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,079,042 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,489,197 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,547,234 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $26,131,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,196,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,841,156 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $26,131,685 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,196,848 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,131,685 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,196,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,131,685 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,196,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,131,685 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,060,163 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $30,196,848 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,196,848 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $14,525,346 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,100,606 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,424,740 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,424,740 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,424,740 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,481 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $78,481 | SubtotalAmt |
| Tax Based On Investment Income | $78,481 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,910 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $23,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $80,210 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,729 | OverpaymentAmt |
| Applied To ES Tax | $1,729 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Dana Amundson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Pamela Criswell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Donald R McJunkin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Nancy J Palmer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Scott Michael Palmer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Janet E Stanton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hartline Investment Corp | |||||
| 211 West Wacker Dr Suite 1600 | Chicago | IL | 60606 | Investment Mgmt | $113,286 |
| Manning & Napier Advisors LLC | |||||
| 290 Woodcliff DR | FAIRPORT | NY | 14450 | Investment Mgmt | $106,248 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $51,264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,396,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,074,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,470,279 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,470,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $697,054 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,773,225 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,288,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,288,661 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,481 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78,481 | TotalTaxAmt |
| Distributable Before Adj | $2,210,180 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,215,180 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,215,180 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,508,706 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,508,706 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,215,180 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $40,849 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $100,561 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $141,410 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,508,706 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,508,706 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $141,410 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $141,410 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $565,064 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (170 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITIES MOVEMENT INC | |||||||
| 144 FAIRPORT VILLAGE LNDG | FAIRPORT | NY | 14450 | N/A | PC | Community Fitness Program | $5,000 |
| ADIRONDACK FOLK SCHOOL INCORPORATED | |||||||
| PO BOX 2 | LAKE LUZERNE | NY | 12846 | N/A | PC | 2021 Woodworking improvements fund | $5,000 |
| ADIRONDACK HAMLETS TO HUTS INC | |||||||
| 47 MAIN ST | SARANAC LAKE | NY | 12983 | N/A | PC | Adirondack Hamlets to Huts (AHH) Trails Center Expansion Project | $2,000 |
| ADIRONDACK HISTORICAL ASSOCIATION | |||||||
| PO BOX 99 | BLUE MOUNTAIN LAKE | NY | 12812 | N/A | PC | Adirondack Experience Live-Streaming Learning Lab | $10,000 |
| ADIRONDACK LAND TRUST INC | |||||||
| PO BOX 130 | KEENE | NY | 12942 | N/A | PC | Champlain Valley Farmland Protection | $10,000 |
| ADIRONDACK NORTH COUNTRY ASSOCIATION INC | |||||||
| 67 MAIN ST | SARANAC LAKE | NY | 12983 | N/A | PC | ADI Emerging Stewards Initiative- Bi-directional Exchange Program | $5,000 |
| ALBANY MEDICAL CENTER - SARATOGA CARE INC | |||||||
| 211 CHURCH ST | SARATOGA SPGS | NY | 12866 | N/A | SO II | Saratoga Hospital | $10,000 |
| ALBANY SYMPHONY ORCHESTRA INC | |||||||
| 19 CLINTON AVE | ALBANY | NY | 12207 | N/A | PC | In Good Company Senior Programming | $4,000 |
| ALLIANCE180 INC | |||||||
| 6 CHURCH ST | GREENWICH | NY | 12834 | N/A | PC | A180 Equine Experience program | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 786 DELAWARE AVE | BUFFALO | NY | 14209 | N/A | PC | Home Fire Relief fund | $5,000 |
| ASTRONAUT SCHOLARSHIP FOUNDATION INC | |||||||
| 651 DANVILLE DR STE 101 | ORLANDO | FL | 32825 | N/A | PC | Admiral Alan B. Shepard Jr. and the Mercury Partners Scholarship Fund | $10,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | Brothers@Ramapo Retreat fund | $5,000 |
| BARDAVON 1869 OPERA HOUSE INC | |||||||
| 11 CANNON ST | POUGHKEEPSIE | NY | 12601 | N/A | PC | FREE Virtual Arts-In-Education Initiative | $5,000 |
| BIG BROTHERS-BIG SISTERS OF ROCKLAND COUNTY INC | |||||||
| 65 N MAIN ST | NEW CITY | NY | 10956 | N/A | PC | Court Ordered Supervised Visitation program | $5,000 |
| BISHOP GRIMES JRSR HIGH SCHOOL | |||||||
| 6653 KIRKVILLE RD | EAST SYRACUSE | NY | 13057 | N/A | PC | Bishop Grimes Jr./Sr. High School | $7,000 |
| BLUEPATH SERVICE DOGS INC | |||||||
| 8 COUNTRY CLUB RD | HOPEWELL JCT | NY | 12533 | N/A | PC | Autism Service Dog Training and Placement Program | $5,000 |
| BLYTHEDALE CHILDREN'S HOSPITAL | |||||||
| 95 BRADHURST AVE | VALHALLA | NY | 10595 | N/A | PC | Developmental Play and Supportive Equipment fund | $10,000 |
| BOYS AND GIRLS CLUBS OF SCHENECTADY INC | |||||||
| PO BOX 466 | SCHENECTADY | NY | 12301 | N/A | PC | Teen Career Development Initiative | $10,000 |
| BUFFALO AND ERIE COUNTY BOTANICAL GARDENS SOCIETY | |||||||
| 2655 S PARK AVE | BUFFALO | NY | 14218 | N/A | PC | Botanical Gardens Virtual Education Program | $2,000 |
| CAFFE LENA INC | |||||||
| 47 PHILA ST | SARATOGA SPRINGS | NY | 12866 | N/A | PC | Q2 2021 LiveStream Show Sponsor fund | $10,000 |
| CAMP TLC TOGETHER LIVING A CHALLENGE CORPORATION | |||||||
| 2500 E PALM CANYON DR APT 26 | PALM SPRINGS | CA | 92264 | N/A | PC | Camp Moki | $5,000 |
| CATHOLIC CHARITIES OF TOMPKINS TIOGA | |||||||
| 324 WEST BUFFALO ST | ITHACA | NY | 14850 | N/A | PC | Catholic Charities of Tompkins/Tioga Pre-Employment program | $5,000 |
| CATSKILL ANIMAL SANCTUARY INC | |||||||
| 316 OLD STAGE RD | SAUGERTIES | NY | 12477 | N/A | PC | A Sustainable & Compassionate Future: Connecting students throughout New York with environmental & humane education curricula | $5,000 |
| CAYUGA MUSEUM | |||||||
| 203 GENESEE ST | AUBURN | NY | 13021 | N/A | PC | The West End Arts Campus | $2,000 |
| CENTER FOR DISABILITY SERVICES INC | |||||||
| 314 S MANNING BLVD | ALBANY | NY | 12208 | N/A | PC | Clover Patch Camp for Individuals with Disabilities | $5,000 |
| CENTER FOR THE ARTS OF HOMER INC | |||||||
| 72 S MAIN ST | HOMER | NY | 13077 | N/A | PC | HVAC Replacement and Upgrade fund | $25,000 |
| CENTRAL NEW YORK RONALD MCDONALD HOUSE CHARITIES I | |||||||
| 1100 E GENESEE ST | SYRACUSE | NY | 13210 | N/A | PC | CNY Ronald McDonald House Fund | $5,000 |
| CENTRAL NEW YORK SPAY NEUTER ASSISTANCE PROGRAM | |||||||
| 17 SALISBURY ST | CORTLAND | NY | 13045 | N/A | PC | Spay/Neuter and Vaccination Project - Dogs and Cats from Low-Income Households in the Cortland Community | $5,000 |
| CHARLES N GORDON WILDLIFE REHABILITATION CENTER IN | |||||||
| 6135 VOSBURG RD | EARLVILLE | NY | 13332 | N/A | PC | Charles N Gordon Wildlife Rehabilitation Center Inc. | $5,000 |
| CHILD DEVELOPMENT COUNCIL OF CENTRAL NEW YORK INC | |||||||
| 609 W CLINTON ST | ITHACA | NY | 14850 | N/A | PC | Basic Needs program | $3,000 |
| CLAXTON-HEPBURN MEDICAL CENTER FOUNDATION | |||||||
| 125 NEW YORK AVE | OGDENSBURG | NY | 13669 | N/A | PC | Child & Adolescent Inpatient Mental Health Unit's Education Program | $5,000 |
| CLEAR PATH FOR VETERANS INC | |||||||
| 1223 SALT SPRINGS RD | CHITTENANGO | NY | 13037 | N/A | PC | Clear Path for Veterans Carpet Improvement Project | $5,000 |
| CLIFTON SPRINGS SANITARIUM CO | |||||||
| 100 KINGS HWY S | ROCHESTER | NY | 14617 | N/A | PC | Comprehensive Psychiatric Emergency Program (CPEP) | $10,000 |
| COLORECTAL CANCER ALLIANCE INC | |||||||
| 1025 VERMONT AVE NW | WASHINGTON | DC | 20005 | N/A | PC | Charitable Event | $10,000 |
| COMFORT FOOD OF WASHINGTON COUNTY | |||||||
| PO BOX 86 | GREENWICH | NY | 12834 | N/A | PC | Realizing a Healthy Community through a Community Food Center-Phase 2 | $10,000 |
| COMMUNITY MEMORIAL HOSPITAL INC | |||||||
| 150 BROAD ST | HAMILTON | NY | 13346 | N/A | PC | Community Memorial Hospital (Foundation) | $10,000 |
| COMMUNITY PARTNERS FOR YOUTH INC | |||||||
| 37 S WASHINGTON ST | ROCHESTER | NY | 14608 | N/A | PC | Mentoring Program for At-Risk Youth | $5,000 |
| COOPERATIVE EXTENSION ASSOCIATION IN THE STATE OF | |||||||
| 615 WILLOW AVE | ITHACA | NY | 14850 | N/A | PC | Free 4-H Urban Outreach Summer Program | $5,000 |
| CORNELL UNIVERSITY JOHNSON MUSEUM OF ART | |||||||
| 1 CENTRAL AVE | ITHACA | NY | 14853 | N/A | PC | Hybrid Arts Instruction: New Approaches to Virtual and In-Person Outreach to Underserved Youth in Urban and Rural Schools at HFJ | $25,000 |
| CORNING COMFORT CARE INC | |||||||
| PO BOX 965 | CORNING | NY | 14830 | N/A | PC | Bampa's House 2021 program | $5,000 |
| CORNING COUNCIL FOR ASSISTANCE AND INFORMATION FOR | |||||||
| 271 E 1ST ST | CORNING | NY | 14830 | N/A | PC | AIM Supportive Housing Appliances and Furnishings program | $5,000 |
| CORTLAND COLLEGE FOUNDATION INC | |||||||
| SUNY CORTLAND BROCKWAY HALL NO 3 | CORTLAND | NY | 13045 | N/A | PC | Lynne Parks '68 SUNY Cortland Alumni House Porch Restoration project | $50,000 |
| CORTLAND REPERTORY THEATRE INC | |||||||
| PO BOX 783 | CORTLAND | NY | 13045 | N/A | PC | Assistance with Covid-Related Expenses for Theatre Reopening in Summer, 2021 | $50,000 |
| CORTLANDVILLE FIRE DEPARTMENT INCORPORATED | |||||||
| 999 NYS RTE 13 | CORTLAND | NY | 13045 | N/A | PC | Self-Contained Breathing Apparatus Maze | $20,000 |
| CRADLE BEACH INC | |||||||
| 8038 LAKE SHORE RD | ANGOLA | NY | 14006 | N/A | PC | Inclusive Socialization at Cradle Beach Camp | $5,000 |
| DELTA CARE HOPE FOUNDATION | |||||||
| 408 HWY 82 W | INDIANOLA | MS | 38751 | N/A | PC | DCH Summer Enrichment Reading Program | $4,000 |
| DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY | |||||||
| 500 S FRANKLIN ST | SYRACUSE | NY | 13202 | N/A | PC | Museum of Science & Technology Foundation | $5,000 |
| DOMINICAN COLLEGE OF BLAUVELT N Y | |||||||
| 470 WESTERN HWY | ORANGEBURG | NY | 10962 | N/A | PC | Dominican College | $10,000 |
| DOUBLE H - HOLE IN THE WOODS RANCH INC | |||||||
| 97 HIDDEN VALLEY RD | LAKE LUZERNE | NY | 12846 | N/A | PC | On-site Summer Camp | $5,000 |
| DUTCHESS COUNTY SPCA INC | |||||||
| 636 VIOLET AVE | HYDE PARK | NY | 12538 | N/A | PC | Human Animal Support Services (HASS) initiative | $5,000 |
| EPIC-EVERY PERSON INFLUENCES CHILDREN INC | |||||||
| 1021 BROADWAY ST | BUFFALO | NY | 14212 | N/A | PC | Ready, Set, Parent! | $10,000 |
| ERIE CANAL MUSEUM | |||||||
| 318 ERIE BLVD E | SYRACUSE | NY | 13202 | N/A | PC | 2021 Nathan Roberts Boat Repair and Program | $2,000 |
| EVERGREEN CHRISTIAN OUTREACH | |||||||
| PO BOX 1515 | EVERGREEN | CO | 80437 | N/A | PC | General & Unrestricted | $9,000 |
| EXPLORE & MORE A CHILDRENS MUSEUM | |||||||
| 130 MAIN ST | BUFFALO | NY | 14202 | N/A | PC | Au-Some Evenings | $6,000 |
| EXTENDED FAMILY SOLUTIONS INC LAURIE CAMERON | |||||||
| 352 RTE 202 | SOMERS | NY | 10589 | N/A | PC | Meaningful Engagement - Supporting Adults with Disabilities through Micro-business Opportunities | $2,000 |
| FAMILY & CHILDRENS SERVICE OF ITHACA INC | |||||||
| 127 WEST STATE ST | ITHACA | NY | 14850 | N/A | PC | KINECT program | $10,000 |
| FAMILY READING PARTNERSHIP | |||||||
| 54 GUNDERMAN RD | ITHACA | NY | 14850 | N/A | PC | Books to Grow On 18 Month-Old program | $2,000 |
| FINGER LAKES TOY LIBRARY INC | |||||||
| PO BOX 6769 | ITHACA | NY | 14851 | N/A | PC | funds to increase director of operation hours from 10 to 20 | $5,000 |
| FIRST PRESBYTERIAN SOCIETY OF NICHOLS | |||||||
| PO BOX 146 | NICHOLS | NY | 13812 | N/A | PC | First Presbyterian Society of Nichols fund | $2,000 |
| FOOD BANK OF CENTRAL NEW YORK | |||||||
| 7066 INTERSTATE ISLAND RD | SYRACUSE | NY | 13209 | N/A | PC | COVID-19 fund | $40,000 |
| FOOD JUSTICE OF GENEVA NY INC | |||||||
| 122 N GENESEE ST SUITE B101 | GENEVA | NY | 14456 | N/A | PC | Food Justice of Geneva Fruit and Vegetable Wash Station program | $5,000 |
| FRIENDS OF CLERMONT | |||||||
| 87 CLERMONT AVE | GERMANTOWN | NY | 12526 | N/A | PC | Harvesting History Food Project | $2,000 |
| FRIENDS OF THE CHEMUNG RIVER WATERSHED | |||||||
| 111 N MAIN ST | ELMIRA | NY | 14901 | N/A | PC | Chemung River Safety Campaign: Training & Support for Emergency Response Personnel | $5,000 |
| GENESEE COUNTRY MUSEUM | |||||||
| 1410 FLINT HILL RD | MUMFORD | NY | 14511 | N/A | PC | GCV&M Program | $10,000 |
| GLEN FALLS OPERETTA CLUB INC | |||||||
| PO BOX 687 | GLENS FALLS | NY | 12801 | N/A | PC | Children's Theatre at Crandall Park | $2,000 |
| GOLDEN OPPORTUNITY GO INC | |||||||
| PO BOX 370 | ITHACA | NY | 14851 | N/A | PC | GO Tutoring and Mentorship Program | $5,000 |
| GOODWILL OF THE FINGER LAKES INC | |||||||
| 422 CLINTON AVE S | ROCHESTER | NY | 14620 | N/A | SO II | Contact Center Expansion fund | $5,000 |
| GRACE AND HOLY SPIRIT CHURCH | |||||||
| 13 COURT ST | CORTLAND | NY | 13045 | N/A | PC | Grace Episcopal Church for The Arts at Grace | $10,000 |
| GRANVILLE RESCUE SQUAD INC | |||||||
| PO BOX 153 | GRANVILLE | NY | 12832 | N/A | PC | Training Manikins | $3,000 |
| GRASSROOTS GARDENS OF BUFFALO INC | |||||||
| 389 BROADWAY ST | BUFFALO | NY | 14204 | N/A | PC | Growing Tomatoes and Potatoes in Food Deserts: General Support of GGWNY | $5,000 |
| GREATER SYRACUSE PROPERTY DEVELOPMENT CORPORATION | |||||||
| 431 E FAYETTE ST STE 375 | SYRACUSE | NY | 13202 | N/A | PC | Conference Room Design and Construction for Community Use in Historic South Presbyterian Church | $10,000 |
| HARMONY PROJECT HUDSON INC | |||||||
| 1430 BROADWAY RM 1208 | NEW YORK | NY | 10018 | N/A | PC | Harmony Project Hudson | $5,000 |
| HELPING HANDS OF HUMPHREYS COUNTY INC | |||||||
| PO BOX 8094 | WAVERLY | TN | 37185 | N/A | PC | Feed our Community | $25,000 |
| HERITAGE CHRISTIAN SERVICES INC | |||||||
| 275 KENNETH DR STE 100 | ROCHESTER | NY | 14623 | N/A | PC | Homes with Heart - New Road Home | $10,000 |
| HIGH & MIGHTY THERAPEUTIC RIDING AND DRIVING CENTE | |||||||
| 71 COUNTY RTE 21C | GHENT | NY | 12075 | N/A | PC | Fall 2021 Program for teenage girls at risk (Perfect Ten in Hudson NY) | $2,000 |
| HIGH PEAKS HOSPICE AND PALLIATIVE CARE INC | |||||||
| PO BOX 840 | SARANAC LAKE | NY | 12983 | N/A | PC | Organization Awareness | $5,000 |
| HISTORIC ITHACA INC | |||||||
| 212 CENTER ST | ITHACA | NY | 14850 | N/A | PC | Rebranding Historic Ithaca | $3,000 |
| HISTORIC SARANAC LAKE INC | |||||||
| 89 CHURCH ST | SARANAC LAKE | NY | 12983 | N/A | PC | Trudeau Building Restoration fund | $10,000 |
| HOMELESS AND TRAVELERS AID SOCIETY | |||||||
| 138 CENTRAL AVE | ALBANY | NY | 12206 | N/A | PC | Capital Region Furniture Bank | $5,000 |
| HUDSON HEADWATERS HEALTH FOUNDATION INC | |||||||
| 9 CAREY RD | QUEENSBURY | NY | 12804 | N/A | SO I | Hudson Headwaters Mobile Health Unit | $10,000 |
| HUGUENOT HISTORICAL SOCIETY NEW PALTZ N Y INC | |||||||
| 88 HUGUENOT ST | NEW PALTZ | NY | 12561 | N/A | PC | Restoration of the Bevier-Elting House | $10,000 |
| I M SULZBACHER CENTER FOR THE HOMELESS INC | |||||||
| 611 E ADAMS ST | JACKSONVILLE | FL | 32202 | N/A | PC | General & Unrestricted | $5,000 |
| IN OUR OWN VOICES INC | |||||||
| 245 LARK ST | ALBANY | NY | 12210 | N/A | PC | The LGB TGNC 50+ Supporting Our Seniors (S.O.S.) Program | $5,000 |
| ITHACA HEALTH ALLIANCE INC | |||||||
| PO BOX 362 | ITHACA | NY | 14851 | N/A | PC | Ithaca Health Alliance program | $5,000 |
| ITHACA WELCOMES REFUGEES INC | |||||||
| 315 N CAYUGA ST | ITHACA | NY | 14850 | N/A | PC | Partial Strategic Lead support program | $5,000 |
| JOSEPH AVENUE ARTS AND CULTURE ALLIANCE INC | |||||||
| PO BOX 30147 | ROCHESTER | NY | 14603 | N/A | PC | Rising Stars and ROCStarz program | $1,000 |
| JUNIOR ACHIEVEMENT OF CENTRAL UPSTATE NEW YORK INC | |||||||
| 1 S WASHINGTON ST STE 110 | ROCHESTER | NY | 14614 | N/A | PC | JA Technology for Tomorrow | $5,000 |
| KEENE VALLEY LIBRARY ASSOCIATION | |||||||
| PO BOX 86 | KEENE VALLEY | NY | 12943 | N/A | PC | OurStoryBridge: Connecting the Past and the Present | $5,000 |
| KEMP SANCTUARY AT NETTLE MEADOW FARM INC | |||||||
| 484 S JOHNSBURG RD | WARRENSBURG | NY | 12885 | N/A | PC | The Kemp Animal Sanctuary Extended Care Program | $5,000 |
| KEVIN GUEST HOUSE | |||||||
| 782 ELLICOTT ST | BUFFALO | NY | 14203 | N/A | PC | Garden Apartment Renovation to host Immunocompromised Guests | $5,000 |
| KINGSTON MIDTOWN ARTS DISTRICT | |||||||
| PO BOX 2892 | KINGSTON | NY | 12402 | N/A | PC | PUGG Workforce Development Coordinator fund | $5,000 |
| LAKE GEORGE MUSIC FESTIVAL | |||||||
| 7 STONE PINE LN | QUEENSBURY | NY | 12804 | N/A | PC | Lake George Music Festival 2021 | $2,000 |
| LEARNING DISABILITIES ASSOCIATION OF CENTRAL NEW Y | |||||||
| 313 E WILLOW ST STE 204 | SYRACUSE | NY | 13203 | N/A | PC | Launch SAIL program | $5,000 |
| LIME HOLLOW NATURE CENTER INC | |||||||
| 338 MCLEAN RD | CORTLAND | NY | 13045 | N/A | PC | Lime Hollow Nature Center and Onondaga-Cortland-Madison BOCES New Visions Environmental Science Classroom and Workshop | $50,000 |
| MARCELLA SEMBRICH MEMORIAL ASSOCIATION INC | |||||||
| PO BOX 417 | BOLTON LNDG | NY | 12814 | N/A | EOF | The Sembrich Studio Centennial Project | $10,000 |
| MARY CARIOLA CHILDRENS CENTER INC | |||||||
| 1000 ELMWOOD AVE | ROCHESTER | NY | 14620 | N/A | PC | The Cariola Collaborative program | $10,000 |
| MAY MEMORIAL UNITARIAN UNIVERSALIST SOCIETY | |||||||
| 3800 E GENESEE ST | SYRACUSE | NY | 13214 | N/A | PC | May Memorial Unitarian Universalist Society | $5,000 |
| MEALS ON WHEELS OF BOULDER INC | |||||||
| 3701 CANFIELD ST | BOULDER | CO | 80301 | N/A | PC | General & Unrestricted | $10,000 |
| MEDICAL MOTOR SERVICE OF ROCHESTER AND MONROE COUN | |||||||
| 608 CLINTON AVE S | ROCHESTER | NY | 14620 | N/A | PC | Wheelchair Accessible Vehicle Modifications | $5,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER The Societ | |||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | N/A | PC | research fund into cancer genetics | $50,000 |
| MOHAWK VALLEY HEALTH SYSTEM | |||||||
| PO BOX 4308 | UTICA | NY | 13504 | N/A | PC | Transforming Healthcare: The Campaign for the Mohawk Valley Health System | $20,000 |
| MOUNT EVANS HOSPICE INC | |||||||
| 3081 BERGEN PEAK DR | EVERGREEN | CO | 80439 | N/A | PC | General & Unrestricted | $8,000 |
| MOUNTAIN RESOURCE CENTER INC | |||||||
| PO BOX 425 | CONIFER | CO | 80433 | N/A | PC | General & Unrestricted | $8,000 |
| NATIONAL FOUNDATION FOR FACIAL RECONSTRUCTION | |||||||
| 333 EAST 30TH ST LOBBY UNIT | NEW YORK | NY | 10016 | N/A | PC | Transforming Lives Webinar Series | $20,000 |
| NATURAL HISTORY MUSEUM OF THE ADIRONDACKS | |||||||
| 45 MUSEUM DR | TUPPER LAKE | NY | 12986 | N/A | PC | More to Explore: Build Back Better | $25,000 |
| NEWMAN FOUNDATION OF CORTLANDT INC | |||||||
| 8 CALVERT ST | CORTLAND | NY | 13045 | N/A | PC | General & Unrestricted | $24,000 |
| NORTH COUNTRY CULTURAL CENTER FOR THE ARTS | |||||||
| 23 BRINKERHOFF ST | PLATTSBURGH | NY | 12901 | N/A | PC | Elevator Modernization at the Strand | $10,000 |
| NORTH COUNTRY PRENATAL-PERINATAL COUNCIL INC | |||||||
| 200 WASHINGTON ST STE 300 | WATERTOWN | NY | 13601 | N/A | PC | Rural Telehealth Centers | $10,000 |
| NORTH LONDON MILL PRESERVATION INC | |||||||
| PO BOX 380 | ALMA | CO | 80420 | N/A | PC | NoLo Office Interior and Mechanicals program | $25,000 |
| NORTHWOOD SCHOOL | |||||||
| 92 NORTHWOOD RD | LAKE PLACID | NY | 12946 | N/A | PC | Annual Fund | $5,000 |
| NYSARC INC | |||||||
| 265 SAW MILL RIVER RD | HAWTHORNE | NY | 10532 | N/A | PC | The Arc Westchester's Children's School for Early development | $5,000 |
| OPERATION WARM INC | |||||||
| PO BOX 822431 | PHILADELPHIA | PA | 19182 | N/A | PC | to purchase new Winter Coats and Shoes for Buffalo Children in need | $10,000 |
| PARK PLAYHOUSE INC | |||||||
| 58 REMSEN ST | COHOES | NY | 12047 | N/A | PC | Playhouse Stage Company's Education Programming | $5,000 |
| PATIENT AIRLIFT SERVICES | |||||||
| 7110 REPUBLIC AIRPORT STE 202 | FARMINGDALE | NY | 11735 | N/A | PC | Free Medical Flights for the Underserved in Upstate new york | $5,000 |
| PLAYWORKS EDUCATION ENERGIZED | |||||||
| 1423 BROADWAY PMB 161 | OAKLAND | CA | 94612 | N/A | PC | Improving the Health and Well-being of Rochester's Children Through Structured Play | $5,000 |
| PLUTA CANCER CENTER FOUNDATION INC | |||||||
| 125 RED CREEK DR | ROCHESTER | NY | 14623 | N/A | PC | Renovation/Remodel of Patient Waiting Area | $10,000 |
| PROJECT STORK INC | |||||||
| 20 WEBBER AVE | OAKFIELD | NY | 14125 | N/A | PC | Happy Moms, Healthy Babies program | $5,000 |
| PROSPERROCHESTER | |||||||
| 31 EDMONDS ST | ROCHESTER | NY | 14607 | N/A | PC | Teaching Entrepreneurship and Job Readiness through Creative Instruction | $5,000 |
| RANDOLPH SCHOOL INC | |||||||
| 2467 RTE 9D | WAPPINGERS FL | NY | 12590 | N/A | PC | Randolph School General Operations | $5,000 |
| REACH ADVOCACY INC | |||||||
| PO BOX 10845 | ROCHESTER | NY | 14610 | N/A | PC | REACH Tiny Home Village program | $12,000 |
| REACH CNY INC | |||||||
| 1010 JAMES ST | SYRACUSE | NY | 13203 | N/A | PC | Advancing Maternal and Infant Health and Health Equity Through Collaboration, Education and Advocacy | $5,000 |
| REGIONAL FOOD BANK OF N E NY INC | |||||||
| 965 ALBANY SHAKER RD | LATHAM | NY | 12110 | N/A | PC | Senior Food Delivery Program | $10,000 |
| RESCUE MISSION ALLIANCE OF SYRACUSE N Y | |||||||
| 155 GIFFORD ST | SYRACUSE | NY | 13202 | N/A | PC | Covid 19 fund | $15,000 |
| RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NE | |||||||
| PO BOX 9 | ALBANY | NY | 12201 | N/A | PC | Development of Enhanced Hammerhead Ribozymes (E-hhRzs) as Therapeutics for AMD and other Retinal Diseases | $15,000 |
| RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW | |||||||
| 230 WEST 41ST ST 7TH FL | NEW YORK | NY | 10036 | N/A | PC | Early Childhood Leadership Initiative Coaching, Capital Region | $15,000 |
| RESOLVE OF GREATER ROCHESTER INC | |||||||
| PO BOX 39601 | ROCHESTER | NY | 14604 | N/A | PC | Expanding Survivor Transition Program for Domestic Violence Survivors | $4,000 |
| ROBERSON MUSEUM AND SCIENCE CENTER | |||||||
| 30 FRONT ST | BINGHAMTON | NY | 13905 | N/A | PC | Updating and Upgrading Roberson's Planetarium | $3,000 |
| ROCHESTER FOLK ART GUILD INC | |||||||
| 1445 UPPER HILL RD | MIDDLESEX | NY | 14507 | N/A | PC | Capital Campaign | $2,000 |
| ROCHESTER PHILHARMONIC ORCHESTRA INC | |||||||
| 255 E AVE | ROCHESTER | NY | 14604 | N/A | PC | RPO Education Programs | $2,000 |
| ROSENDALE THEATRE COLLECTIVE | |||||||
| PO BOX 545 | ROSENDALE | NY | 12472 | N/A | PC | FILM MAKERS' SERIES program | $5,000 |
| RURAL & MIGRANT MINISTRIES | |||||||
| 125 DUNCAN AVE | CORNWALL HDSN | NY | 12520 | N/A | PC | Kids for College (K4C) | $3,000 |
| RUSSELL SAGE COLLEGE | |||||||
| 65 1ST ST | TROY | NY | 12180 | N/A | PC | Refugee Voice Project: Understanding college access and inclusion | $10,000 |
| S U THEATRE CORPORATION | |||||||
| 820 E GENESEE ST | SYRACUSE | NY | 13210 | N/A | PC | Syracuse Stage Student Matinees program | $2,000 |
| SAFE INC OF SCHENECTADY | |||||||
| 1344 ALBANY ST | SCHENECTADY | NY | 12304 | N/A | PC | Access to Technology for Homeless Youth | $5,000 |
| SAINT'S PLACE | |||||||
| 46 SOUTH MAIN ST | PITTSFORD | NY | 14534 | N/A | PC | Refugee Educational Initiative | $4,000 |
| SARANAC LAKE CIVIC CENTER INC | |||||||
| PO BOX 1040 | SARANAC LAKE | NY | 12983 | N/A | PC | SLCC Revitalization Project | $20,000 |
| SCHENECTADY COMMUNITY ACTION PROGRAM INC | |||||||
| 913 ALBANY ST | SCHENECTADY | NY | 12307 | N/A | GOV | Sojourn House Fund | $5,000 |
| SCHENECTADY COMMUNITY HOME INC | |||||||
| 22 GLENVIEW DR PO BOX 2122 | SCOTIA | NY | 12302 | N/A | PC | Schenectady Community Home, Inc. aka Joan Nicole Prince Home | $5,000 |
| SCIENCENTER DISCOVERY MUSEUM | |||||||
| 601 1ST ST | ITHACA | NY | 14850 | N/A | PC | Engineer.Design.Build. Museum Exhibition program | $15,000 |
| SEVEN VALLEYS HEALTH COALITION INC | |||||||
| 10 KENNEDY PKWY | CORTLAND | NY | 13045 | N/A | PC | Hunger Coalition Equity Project | $5,000 |
| SHELTERS OF SARATOGA INC | |||||||
| 14 WALWORTH ST | SARATOGA SPGS | NY | 12866 | N/A | PC | to purchase Shelter Furniture and Appliances | $5,000 |
| SIX NATIONS IROQUOIS CULTURAL CENTER INC | |||||||
| 1462 COUNTY RTE 60 | ONCHIOTA | NY | 12989 | N/A | PC | Six Nations Iroquois Cultural Center | $5,000 |
| SLATE VALLEY MUSEUM FOUNDATION | |||||||
| 17 WATER ST | GRANVILLE | NY | 12832 | N/A | SO III FI | Slate Valley Museum fund | $5,000 |
| SOARING CAPITAL SOCCER CLUB INC | |||||||
| PO BOX 390 | ELMIRA | NY | 14902 | N/A | PC | Retain Heat fund | $2,000 |
| SOCIAL ENTERPRISE AND TRAINING CENTER | |||||||
| 131 STATE ST | SCHENECTADY | NY | 12305 | N/A | PC | Work Wellness for Young People | $5,000 |
| SOUTHSIDE COMMUNITY CENTER INC | |||||||
| 305 S PLAIN ST | ITHACA | NY | 14850 | N/A | PC | Black Hands Universal program | $5,000 |
| SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN | |||||||
| 410 EAST 92ND ST | NEW YORK | NY | 10128 | N/A | PC | Special Needs Adoption Program | $10,000 |
| ST LAWRENCE VALLEY EDUCATIONAL TELEVISION COUNCIL | |||||||
| 1056 ARSENAL ST | WATERTOWN | NY | 13601 | N/A | PC | Painting with Wilson Bickford (season 800) | $5,000 |
| STARLING PRODUCTIONS INC | |||||||
| 65 STJAMES ST | KINGSTON | NY | 12401 | N/A | PC | TMI Project - General Operating Support | $3,000 |
| STILLWATER PUBLIC LIBRARY | |||||||
| PO BOX 485 | STILLWATER | NY | 12170 | N/A | PC | Stillwater Public Library Building for the Future | $5,000 |
| SUNNYVIEW HOSPITAL AND REHABILITATION CENTER FOUND | |||||||
| 1270 BELMONT AVE | SCHENECTADY | NY | 12308 | N/A | SO I | Connected to a Better Tomorrow: Virtual Programs to Improve Social and Emotional Health | $5,000 |
| SYRACUSE CITY BALLET INC | |||||||
| 932 SPENCER ST | SYRACUSE | NY | 13204 | N/A | PC | General & Unrestricted | $5,000 |
| SYRACUSE YOUTH GOLF INC | |||||||
| 5050 JAMESVILLE RD | JAMESVILLE | NY | 13078 | N/A | PC | First Tee/Say Yes Program | $10,000 |
| TEACHERS DESK INC | |||||||
| 22 NORTHAMPTON ST | BUFFALO | NY | 14209 | N/A | PC | School Supplies For Low Income Youth | $5,000 |
| THE CHURCH AT FREETOWN | |||||||
| 3567 MCGRAW MARATHON RD | MCGRAW | NY | 13101 | N/A | PC | General & Unrestricted | $10,000 |
| THE DEPOT THEATRE INC | |||||||
| PO BOX 414 | WESTPORT | NY | 12993 | N/A | PC | Depot Theatre: Historic Property Exterior Painting project | $5,000 |
| THINGS OF MY VERY OWN INC | |||||||
| 243-249 GREEN ST | SCHENECTADY | NY | 12305 | N/A | PC | Transitional Aid for Children in Crisis | $5,000 |
| TRI-CITIES OPERA COMPANY INC | |||||||
| 315 CLINTON ST | BINGHAMTON | NY | 13905 | N/A | PC | Opera-Go-Round program | $10,000 |
| UNADILLA COMMUNITY FARM EDUCATION CENTER INC | |||||||
| PO BOX 59 | WEST EDMESTON | NY | 13485 | N/A | PC | Beginning Farmer Training Program | $4,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 300 E RIVER RD PO BOX 270032 | ROCHESTER | NY | 14627 | N/A | PC | University of Rochester School of Nursing (URSON) | $20,000 |
| UPSTATE HOME FOR CHILDREN | |||||||
| 105 CAMPUS DR | ONEONTA | NY | 13820 | N/A | PC | Springbrook Nature Trail | $4,000 |
| UPWARD DESIGN FOR LIFE CORPORATION | |||||||
| PO BOX 327 | BUFFALO | NY | 14215 | N/A | PC | General & Unrestricted | $5,000 |
| VERTUS CHARTER SCHOOL | |||||||
| 21 HUMBOLDT ST | ROCHESTER | NY | 14609 | N/A | PC | Career Development and Workforce Readiness Program | $5,000 |
| VFW POST 1 FOUNDATION | |||||||
| 315 FOX ST | DENVER | CO | 80223 | N/A | PC | Veteran Community Center | $25,000 |
| VOLUNTEERS OF AMERICA INC | |||||||
| 2660 LARIMER ST | DENVER | CO | 80205 | N/A | PC | General & Unrestricted | $10,000 |
| WESLEY HEALTH CARE CENTER INC | |||||||
| 131 LAWRENCE ST | SARATOGA SPRINGS | NY | 12866 | N/A | PC | The Campaign for Springs at Wesley Health | $5,000 |
| WILD EARTH WILDERNESS SCHOOL | |||||||
| 2307 LUCAS TPKE | HIGH FALLS | NY | 12440 | N/A | PC | Trauma-Impacted Youth in the Hudson Valley Through Mentored Nature-Connection | $4,000 |
| YATES CULTURAL & RECREATIONAL RESOURCES INC | |||||||
| 467 N MAIN ST | PENN YAN | NY | 14527 | N/A | PC | Capital Project/Turf | $8,000 |
| YOUTH ADVOCATE PROGRAMS INC | |||||||
| 2007 N 3RD ST | HARRISBURG | PA | 17102 | N/A | PC | St. Lawrence County Youth Advocate Program | $10,000 |
| YOUTH CRISIS CENTER INC | |||||||
| 3015 PARENTAL HOME RD | JACKSONVILLE | FL | 32216 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,454,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $649 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $443,659 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,424,740 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $68 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,869,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,869,116 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APACHE FINANCE CANADA CORP - 7 | $128,143 | $127,835 |
| AT&T INC - 7.300% - 08/15/2026 | $245,936 | $234,348 |
| CITIGROUP FDG INC MED SER - 1. | $297,749 | $321,539 |
| CITIGROUP FDG INC MED TRM SR - | $97,500 | $101,588 |
| CITIGROUP GLOBAL MKTS - 0.000% | $131,040 | $143,471 |
| CITIGROUP INC - 0.000% - 12/11 | $100,000 | $104,511 |
| HSBC BK - 1.210% - 03/07/2028 | $97,331 | $109,540 |
| IKON OFFICE SOLUTIONS INC BOND | $50,750 | $51,917 |
| MORGAN STANLEY - 1.461% - 08/2 | $99,000 | $104,943 |
| MORGAN STANLEY - 3.463% - 07/1 | $76,554 | $78,977 |
| MORGAN STANLEY - 8.000% - 05/1 | $67,194 | $65,520 |
| NOMURA AMER FIN LLC MTN - 2.84 | $98,000 | $103,045 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTIVISION BLIZZARD INC | $86,641 | $96,469 |
| ADVANCED MICRO DEVICES INC | $542,618 | $2,302,400 |
| AGNICO EAGLE MINES LTD | $67,691 | $52,396 |
| ALCON INC | $117,395 | $171,278 |
| ALPHABET INC CL A | $577,383 | $2,224,927 |
| AMAZON COM | $648,786 | $1,827,218 |
| AMERICAN TOWER REIT INC | $54,117 | $109,688 |
| ANAPLAN INC | $62,623 | $65,382 |
| B RILEY FINANCIAL INC - 0.000% | $112,569 | $131,250 |
| BARRICK GOLD CORPORATION | $68,406 | $56,031 |
| BERKLEY W R CP | $70,476 | $94,584 |
| BIOMARIN PHARMACEUTICAL INC | $125,507 | $143,304 |
| BLOOM ENERGY CORP | $283,165 | $701,760 |
| BP PLC SPONSORED ADR | $19,381 | $25,432 |
| CANADIAN NATL RAILWAY CO | $106,782 | $116,226 |
| CHARTER COMMUNICATIONS, INC | $90,783 | $111,487 |
| CONOCOPHILLIPS | $22,249 | $33,058 |
| COPART INC | $39,658 | $84,149 |
| DOLLAR GENERAL CORP | $70,762 | $86,785 |
| DOLLAR TREE INC | $44,767 | $69,698 |
| ELECTRONIC ARTS | $41,230 | $66,610 |
| ENPHASE ENERGY ORD SHS | $395,611 | $1,280,580 |
| EQUINIX, INC | $33,701 | $69,359 |
| EXXON MOBIL CORP | $20,450 | $31,880 |
| F M C CP | $143,550 | $172,417 |
| FEDEX CORPORATION | $63,068 | $66,729 |
| GRAPHIC PACKAGING CORP COM STK | $98,638 | $140,088 |
| HANNON ARMSTRONG SUST INFRAST | $1,202,675 | $1,274,880 |
| HEINEKEN N V S ADR | $63,089 | $79,170 |
| HYATT HOTELS CORP | $69,323 | $81,611 |
| IDEXX CORP | $50,046 | $73,748 |
| INSPERITY INC | $37,188 | $69,567 |
| INTERCONTINENTAL EXCHANGE, INC | $99,266 | $148,532 |
| JOHNSON & JOHNSON | $149,161 | $217,259 |
| L'AIR LIQUIDE ADR OTC | $102,414 | $103,982 |
| MANNING & NAPIER CORE BOND SER | $1,199,407 | $1,147,577 |
| MANNING & NAPIER DISCIPLINED V | $219,155 | $252,183 |
| MANNING & NAPIER OVERSEAS SERI | $385,357 | $545,595 |
| MANNING & NAPIER REAL ESTATE S | $399,416 | $539,863 |
| MANNING & NAPIER UNCONSTRAINED | $1,746,748 | $1,783,826 |
| MARRIOTT INTERNATIONAL INC. CL | $839,077 | $1,165,768 |
| MARVELL TECHNOLOGY, INC | $796,108 | $2,362,229 |
| MASTERCARD INC | $105,745 | $217,389 |
| MEDTRONIC PLC | $47,966 | $65,691 |
| META PLATFORMS INC | $235,445 | $356,195 |
| MICROSOFT CORP | $625,879 | $1,918,706 |
| MONDELEZ INTERNATIONAL INC | $107,400 | $166,438 |
| MOODYS CORP | $85,963 | $142,562 |
| MP MATERIALS CORP | $1,568,065 | $2,180,160 |
| NEWMONT GOLDCORP CORPORATION | $69,039 | $68,904 |
| NORFOLK SOUTHERN CORP | $66,014 | $86,336 |
| NOVARTIS AG ADR | $104,510 | $129,368 |
| NOVOCURE LTD | $253,712 | $1,276,360 |
| NVIDIA CORP | $458,090 | $2,205,825 |
| PAYPAL HOLDINGS, INC | $479,240 | $899,149 |
| RENEWABLE ENERGY GROUP INC | $495,797 | $339,520 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $18,569 | $15,086 |
| RYANAIR HOLDINGS PLC-ADR COM | $27,923 | $60,886 |
| S&P GLOBAL INC COM | $23,057 | $61,351 |
| SALESFORCE.COM | $133,866 | $136,976 |
| SBA COMMUNICATIONS CORP | $126,359 | $203,068 |
| SEA LTD | $105,093 | $111,631 |
| SEAGEN INC | $136,012 | $136,512 |
| SERVICE NOW | $1,013,492 | $1,054,804 |
| SNOWFLAKE INC | $1,066,299 | $1,185,625 |
| SOLAREDGE TECHNOLOGIES INC | $478,790 | $701,425 |
| SONY GROUP CORP | $127,679 | $156,230 |
| THE COCA-COLA CO | $105,039 | $131,150 |
| THERMO FISHER SCIENTIFIC INC | $37,689 | $93,414 |
| TOTALENERGIES SE | $21,443 | $31,654 |
| UBISOFT ENTERTAIN UNSP ADR EAC | $70,550 | $48,320 |
| UNILEVER PLC AMER | $138,905 | $191,761 |
| UNITED PARCEL SERVICE | $64,181 | $67,088 |
| VEEVA SYSTEMS INC | $620,957 | $1,021,920 |
| VERTEX PHARMCTLS INC | $175,824 | $181,390 |
| VISA INC | $118,165 | $215,626 |
| ZILLOW GROUP, INC (CL A) | $368,363 | $622,200 |
| ZOETIS INC | $534,788 | $1,512,986 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,258,216 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,256,151 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $51,264 | $51,264 | |
| Bank Charges | $474 | $474 | |
| Foundation Dues & Memberships | $1,560 | $1,560 | |
| Postage/Delivery Service | $254 | $254 | |
| Registered Agent Fee | $339 | $339 | |
| State or Local Filing Fees | $33 | $33 | |
| Website Hosting/Support | $256 | $256 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $68 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $68 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $5,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $219,534 | $219,534 | |
| Website Development | $1,000 | $1,000 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $56,900 | |
| 990-PF Extension for 2020 | $20,380 | |
| Foreign Tax Paid | $2,959 | $2,959 |