FROELICH FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FROELICH FAMILY FOUNDATION (EIN 47-1750161)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201821309349100407
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T07:55:54-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161148763 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRLEY MORAN FREER & EASSA CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 EAST JEFFERSON STREET SUITE 920 | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471750161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROELICH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FROE | BusinessNameControlTxt |
| Phone | 4055178831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WEST LAKE ST | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG FROELICH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4055178831 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMMY L REYES | PreparerPersonNm |
| PTIN | P00365032 | PTIN |
| Phone | 3154727045 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,778,654 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $40 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,169 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,652 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,901,998 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,652 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $267,854 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $263,861 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $100 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,611 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,487 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,916 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,285 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,622 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $147,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,577 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,622 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,277 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $217,239 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $323,333 | CashBOYAmt |
| Cash EOY | $126,999 | CashEOYAmt |
| Cash EOYFMV | $126,999 | CashEOYFMVAmt |
| Other Investments BOY | $2,340,766 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,609,377 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,651,655 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,664,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,736,376 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,778,654 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,664,099 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,736,376 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,664,099 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,736,376 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,664,099 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,736,376 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,664,099 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,277 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,736,376 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,736,376 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MS0639 | $377,260 | $366,543 | $10,717 | $10,717 | |
| PUBLICLY TRADED SECURITIES - MS0639 | $124,308 | $110,731 | $13,577 | $13,577 | |
| PUBLICLY TRADED SECURITIES - MS0644 | $481,896 | $465,802 | $16,094 | $16,094 | |
| PUBLICLY TRADED SECURITIES - MS0644 | $437,782 | $352,428 | $85,354 | $85,354 | |
| SEC. 1256 ST CLOSED CONTRACTS - MS0644 | -$8,849 | -$8,849 | |||
| SEC. 1256 LT CLOSED CONTRACTS - MS0644 | -$13,274 | -$13,274 | |||
| PUBLICLY TRADED SECURITIES - MS0648 | $1,302,328 | $1,221,841 | $80,487 | $80,487 | |
| PUBLICLY TRADED SECURITIES - MS0648 | $178,389 | $159,878 | $18,511 | $18,511 | |
| CAPITAL GAINS DIVIDENDS | $35 | $35 | $35 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,652 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $136,959 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,711,771 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050505 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $161,175 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,839,710 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056758 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $738,750 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.107263 | TotalDistributionRt |
| Average Distribution | 0.035754 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,650,644 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,771 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,172 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,943 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $147,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,172 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,172 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,172 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $2,177 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CRAIG FROELICH | IndividualWithBooksNm |
| Phone | 4055178831 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WEST LAKE ST | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| CRAIG A FROELICH | ||||||||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| BARBARA S FROELICH | ||||||||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 | SECRETARY | 0.25 | $0 | $0 | $0 |
| JAKOB S FROELICH | ||||||||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MATTHEW C FROELICH | ||||||||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,413,601 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $277,408 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,691,009 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,691,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,365 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,650,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,532 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,532 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,172 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,172 | TotalTaxAmt |
| Distributable Before Adj | $130,360 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,360 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,360 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $147,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,172 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $145,028 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,360 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $6,909 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,652 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,561 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,360 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,840 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,401 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $6,909 | ExcessFromYear2Amt |
| Excess From Year1 | $1,652 | ExcessFromYear1Amt |
| Excess From Current Year | $16,840 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CRAIG A FROELICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WEST LAKE ST | AddressLine1Txt |
| City | SKANEATELES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4055178831 | RecipientPhoneNum |
| Recipient Email Address | CFROELICH75@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT REQUESTS (IN DUPLICATE) CAN BE MAILED TO THE FROELICH FAMILY FOUNDATION, 101 WEST LAKE ST., SKANEATELES, NY 13152. PLEASE CONTACT CRAIG FROELICH FOR THE GRANT REQUEST FORM AT CFROELICH75@GMAIL.COM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT PROPOSALS CAN BE MADE AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION PROVIDES GRANTS FOR NONPROFIT ORGANIZATIONS QUALIFIED AS PUBLIC CHARITIES WITH PRIORITY GIVEN TO ORGANIZATIONS SERVING OKLAHOMA OR NYS. PRIMARY FIELDS INCLUDE EDUCATION, SOCIAL WELFARE, COMMUNITY ARTS AND CULTURAL ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | PC | NATIONAL AND INTERNATIONAL HURRICANE RELIEF SERVICES | $20,000 | ||||
| FRANCIS HOUSE | ||||||||||
| 108 MICHAELS AVE | SYRACUSE | NY | 13208 | PC | HOSPICE | $2,500 | ||||
| FINGLE LAKES SPCA OF CNY | ||||||||||
| 72 CAMERON ST | BATH | NY | 14810 | PC | ANIMAL SHELTER | $2,500 | ||||
| HOSPICE OF FINGER LAKES | ||||||||||
| 1130 CORPORATE DR | AUBURN | NY | 13021 | PC | HOSPICE | $100 | ||||
| STAY FOCUSED | ||||||||||
| 245 E 44TH ST | NEW YORK | NY | 10017 | PC | DISABILITY SUPPORT | $2,500 | ||||
| COMMUNITIES FOUNDATION OF OKLAHOMA INC | ||||||||||
| 101 N BROADWAY AVE STE 920 | OKLAHOMA CITY | OK | 731028404 | PC | SEMINOLE COMMUNITY DEVELOPMENT | $3,500 | ||||
| INNER FAITH SOCIAL MINISTRIES INC | ||||||||||
| PO BOX 62 | SEMINOLE | OK | 74818 | PC | SEMINOLE FOOD BANK | $2,000 | ||||
| JASMINE MORAN CHILDRENS MUSEUM FOUNDATION INC | ||||||||||
| PO BOX 1828 | SEMINOLE | OK | 74818 | PC | MUSEUM | $10,000 | ||||
| JOHN D BARROW ART MUSEUM | ||||||||||
| 49 E GENESEE ST | SKANEATELES | NY | 13152 | PC | MUSEUM | $2,500 | ||||
| MARCH OF DIMES | ||||||||||
| 1275 MAMERONECK | WHITE PLAINS | NY | 10605 | PC | CHILDREN'S HEALTH | $2,500 | ||||
| LIFESONG FOR ORPHANS INC | ||||||||||
| 202 FORD STREET | GRIDLEY | IL | 617443902 | PC | ORPHANAGE | $60,000 | ||||
| ONE ACRE FUND | ||||||||||
| 2147 SHERIDAN RD | EVANSTON | IL | 60201 | PC | FOOD SUPPORT | $2,500 | ||||
| SEMINOLE HUNAE SOCIETY INC | ||||||||||
| PO BOX 1543 | SEMINOLE | OK | 74818 | PC | ANIMAL SHELTER | $5,000 | ||||
| HOUSTON FOOD BANK | ||||||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | PC | FOOD SUPPORT | $5,000 | ||||
| SKANEATELES LAKE ASSOCIATION | ||||||||||
| PO BOX 182 | SKANEATELES | NY | 13152 | PC | WATERWAY MANAGEMENT AND PRESERVATION | $1,100 | ||||
| FOOD BANK OF CENTRAL NY | ||||||||||
| 7066 INTERSTATE ISLAND RD | SYRACUSE | NY | 13209 | PC | FOOD SUPPORT | $5,000 | ||||
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | CHILDREN'S HEALTH | $2,500 | ||||
| SAMARITAN CENTER | ||||||||||
| 310 MONTGOMERY STREET | SYRACUSE | NY | 13202 | PC | FOOD SUPPORT | $2,500 | ||||
| DOCTORS WITHOUT BORDERS | ||||||||||
| PC | MEDICAL SUPPORT | $2,500 | 78 RUE DE LAUSANNE | GENEVA | SWITZERLAND | SZ | ||||
| ENVIRONMENTAL DEFENSE FUND | ||||||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | PC | ENVIRONMENTAL DEFENSE | $10,000 | ||||
| BOOKS FOR AFRICA | ||||||||||
| 635 PRIOR AVE N | ST PAUL | MN | 55104 | PC | AFRICAN DEVELOPMENT | $1,000 | ||||
| LITTLE KIDS ROCK | ||||||||||
| 271 GROVE AVE | VERONA | NJ | 07044 | PC | CHILDREN ART SUPPORT | $2,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,652 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $267,854 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,854 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $4,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO STATE FILING REQUIRED. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,609,377 | BookValueAmt |
| EOYFMV | $2,651,655 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $100 | LegalFeesAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $41,916 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40,285 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CRAIG A FROELICH | |||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 |
| BARBARA S FROELICH | |||
| 101 WEST LAKE ST | SKANEATELES | NY | 13152 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAID | $124 | $0 | $0 |
| FOREIGN TAX PAID | $1,487 | $1,487 | $0 |