FROELICH FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FROELICH FAMILY FOUNDATION (EIN 47-1750161)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201721319349102012
- Schema version
- 2016v3.0
- 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
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T13:27:24-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 5010 CAMPUSWOOD DR | AddressLine1Txt |
| City | E SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-05-10 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.217.220.86 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-10 | IPDt |
| IP Tm | 14:13:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6E961689EB11826C261F153D13EC7CB05B6A008E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6E961689EB11826C261F153D13EC7CB05B6A008E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,779,175 | 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 | $95 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,286 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,961 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,617,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,961 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $68,471 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,342 | 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 |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,161 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,959 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,305 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,264 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,264 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$115,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,078 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $737,724 | CashBOYAmt |
| Cash EOY | $323,333 | CashEOYAmt |
| Cash EOYFMV | $323,333 | CashEOYFMVAmt |
| Other Investments BOY | $2,042,320 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,340,766 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,455,842 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,780,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,664,099 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,779,175 | 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 | $2,780,044 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,664,099 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,780,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,664,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,780,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,664,099 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,780,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$115,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,664,099 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,664,099 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MS0639 | $1,349,747 | $1,306,589 | $43,158 | $43,158 |
| PUBLICLY TRADED SECURITIES - MS0644 | $1,565,270 | $1,572,915 | -$7,645 | -$7,645 |
| PUBLICLY TRADED SECURITIES - MS0648 | $546,343 | $563,786 | -$17,443 | -$17,443 |
| PUBLICLY TRADED SECURITIES - MS0648 | $156,072 | $170,181 | -$14,109 | -$14,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,961 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $161,175 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,839,710 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056758 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $738,750 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.056758 | TotalDistributionRt |
| Average Distribution | 0.028379 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,711,771 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $76,957 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $141 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,098 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,100 | 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 | $141 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $141 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17 | TotalPaymentsAndCreditsAmt |
| Tax Due | $124 | 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 | $2,231,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $521,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,753,067 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,753,067 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,296 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,711,771 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $141 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $141 | TotalTaxAmt |
| Distributable Before Adj | $135,448 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,448 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,448 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $141 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $136,959 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $6,909 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,909 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,652 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,561 | 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 | $8,561 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $6,909 | ExcessFromYear1Amt |
| Excess From Current Year | $1,652 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 430 17TH ST NW | WASHINGTON | DC | 20006 | PC | NATIONAL AND INTERNATIONAL RELIEF SERVICES | $7,500 | |
| COMMUNITIES FOUNDATION OF OKLAHOMA INC | |||||||
| 101 N BROADWAY AVE STE 920 | OKLAHOMA CITY | OK | 731028404 | PC | COMMUNITY SUPPORT | $3,500 | |
| INTERFAITH SOCIAL MINISTRIES INC | |||||||
| 813 N MAIN ST | SEMINOLE | OK | 74868 | PC | SEMINOLE FOOD BANK | $9,000 | |
| JASMINE MORAN CHILDRENS MUSEUM FOUNDATION INC | |||||||
| 1714 OK-9 | SEMINOLE | OK | 74868 | PC | CHILDREN LITERARY AND ARTISTIC SUPPORT | $2,500 | |
| LAURA HART BURDICK FOUNDATION INC | |||||||
| 15029 N THOMPSON PEAK PKWY B-111 | SCOTTSDALE | AZ | 85260 | PC | CANCER MARATHON | $1,000 | |
| LIFESONG FOR ORPHANS INC | |||||||
| 202 N FORD ST | GRIDLEY | IL | 617443902 | PC | GREENHOUSE FOR ZAMBIA | $30,000 | |
| ONE ACRE FUND | |||||||
| 1954 FIRST ST 183 | HIGHLAND PARK | IL | 60035 | PC | COMMUNITY SUPPORT | $5,000 | |
| SEMINOLE HUMANE SOCIETY INC | |||||||
| 1200 MONTGOMERY RD | SEMINOLE | OK | 74868 | PC | NEW BUILDING | $5,000 | |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET STE 1250 | OAKLAND | CA | 94612 | PC | COMMUNITY SUPPORT | $10,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | COMMUNITY SUPPORT | $5,000 | |
| SKANEATELES LAKE ASSOCIATION | |||||||
| PO BOX 862 | SKANEATELES | NY | 13152 | PC | WATERWAY MANAGEMENT AND PRESERVATION | $1,100 | |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE PO BOX 269 | ALEXANDRIA | VA | 22312 | PC | HUNGER, HOMELESSNESS, DISASTER RELIEF | $5,000 | |
| CAYUGA COUNTY HABITAT FOR HUMANITY | |||||||
| PO BOX 1903 | AUBURN | NY | 13021 | PC | LOW INCOME HOUSING BUILDS IN POVERTY STRICKEN AREAS | $5,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 212013443 | PC | NATIONAL AND INTERNATIONAL RELIEF SERVICES | $5,000 | |
| SPAULDING REHAB HOSPITALNETWORK | |||||||
| 1575 CAMBRIDGE ST | CAMBRIDGE | MA | 02138 | PC | MEDICAL REHABILITATION PROGRAM(S) | $25,000 | |
| CATHOLIC DIOCESES OF SYRACUSE | |||||||
| 240 EAST ONONDAGA ST | SYRACUSE | NY | 132022608 | PC | ROMAN CATHOLIC PHILANTHROPY AND STEWARDSHIP PROGRAMS TO SUPPORT LOCAL CHURCHS | $15,000 | |
| BOULDER CREST RETREAT FOUNDATION | |||||||
| 18370 BLUEMONT VILLAGE LN PO BOX | BLUEMONT | VA | 20135 | PC | COMBAT VETERANS/FAMILIES WELLNESS CENTER | $2,500 | 117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,100 | 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 | $95 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,415 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,961 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $68,471 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,471 | 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 | $4,000 | Amt |
| Net Investment Income | $4,000 | 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 | $2,340,766 | BookValueAmt |
| EOYFMV | $2,455,842 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $41,155 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37,305 | 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 | $202 | $0 | $0 |
| FOREIGN TAX PAID | $1,959 | $1,959 | $0 |