FLORENCE M MULLER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FLORENCE M MULLER FOUNDATION (EIN 13-4275798)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202621209349101032
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T14:51:26-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWELL TAX & CONSULTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Northwood Drive | AddressLine1Txt |
| City | Fairport | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134275798 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Florence M Muller Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EDWARD L SHORT | InCareOfNm |
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 5852135183 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 Penbrooke Drive Suite 5 | AddressLine1Txt |
| City | Penfield | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Thorne | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 5852135183 | PhoneNum |
| Signature | 2026-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia Jewell Owner | PreparerPersonNm |
| PTIN | P01234019 | PTIN |
| Phone | 5857502619 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,918,548 | 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 |
| Dividends Rev And Expnss | $949,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $949,050 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $929,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,096,694 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $929,555 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $70,983 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,438 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,949,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,880,043 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $164,011 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $164,011 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,985 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,985 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $85,582 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $85,582 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $32 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $32 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $41,862 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,515 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $27,320 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $27,320 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,323 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,323 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,570 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $472 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,098 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $379,635 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,601 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $251,687 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,169,899 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,169,899 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,549,534 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,601 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,421,586 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $400,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,781,442 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $124,835 | CashBOYAmt |
| Cash EOY | $290,535 | CashEOYAmt |
| Cash EOYFMV | $290,535 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $79,139 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $402,881 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $402,881 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $8,184,051 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,422,263 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,313,749 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,231,239 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,901,729 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,859,902 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $25,113 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,113 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $51,481 | OtherAssetsBOYAmt |
| Other Assets EOY | $51,481 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $51,481 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,670,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,068,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,918,548 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,670,745 | CapitalStockBOYAmt |
| Capital Stock EOY | $29,068,889 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,670,745 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,068,889 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,670,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,068,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,670,745 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $400,054 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,070,799 | SubtotalAmt |
| Other Decreases | $1,910 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,068,889 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BERNSTEIN #888-A7274 ST COVERED | P | $1,091,617 | $1,042,929 | $48,688 | $48,688 |
| BERNSTEIN #888-A7274 LT COVERED | P | $3,334,000 | $2,983,276 | $350,724 | $350,724 |
| RAYMOND JAMES #804UD506 ST COVERED | P | $277,608 | $254,179 | $23,429 | $23,429 |
| RAYMOND JAMES #804UD506 LT COVERED | P | $564,001 | $529,706 | $34,295 | $34,295 |
| RAYMOND JAMES #804UD506 LT NON-COVERED | $1,456,185 | $1,357,049 | $99,136 | $99,136 | |
| CAPITAL GAIN DIVIDENDS | P | $373,283 | |||
| CAPITAL GAIN DIVIDENDS | P | $373,283 | |||
| CAPITAL GAIN DIVIDENDS | P | $373,283 | |||
| CAPITAL GAIN DIVIDENDS | P | $373,283 | |||
| CAPITAL GAIN DIVIDENDS | P | $373,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $929,555 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,762 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,762 | SubtotalAmt |
| Tax Based On Investment Income | $24,762 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $26,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,238 | OverpaymentAmt |
| Applied To ES Tax | $1,238 | 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 | NY | 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 |
| Website Address | www.fmmullerfdn.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD L SHORT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5852135183 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 PENBROOKE DRIVE SUITE 5 | AddressLine1Txt |
| City | PENFIELD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14526 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Jean Muller-Rohland | ||||||||
| 421 Penbrooke Drive Suite 5 | Penfield | NY | 14526 | President & Director, As Req. | 0 | $0 | $0 | $0 |
| Edward L Short | ||||||||
| 421 Penbrooke Drive Suite 5 | Penfield | NY | 14526 | Treasurer & Director, As Req. | 0 | $0 | $0 | $0 |
| John A Thorne | ||||||||
| 421 Penbrooke Drive Suite 5 | Penfield | NY | 14526 | VP/Director, As Req. | 0 | $0 | $0 | $0 |
| Joseph Casion | ||||||||
| 421 Penbrooke Drive Suite 5 | Penfield | NY | 14526 | Director, As Req. | 0 | $0 | $0 | $0 |
| A Dirk Hightower | ||||||||
| 421 Penbrooke Drive Suite 5 | Penfield | NY | 14526 | Secretary/Director, As Req. | 0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA LEO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 PENBROOKE DRIVE SUITE 5 | AddressLine1Txt |
| City | PENFIELD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $164,011 | CompensationAmt |
| Employee Benefits | $31,985 | EmployeeBenefitsAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,212,378 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $432,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $51,481 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,695,944 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,695,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $475,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,220,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,561,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,561,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,762 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,762 | TotalTaxAmt |
| Distributable Before Adj | $1,536,263 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,536,263 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,536,263 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,421,586 | 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 | $1,421,586 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,536,263 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $56,333 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,421,586 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,421,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $56,333 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $56,333 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $58,344 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Patricia K Leo Executive Director | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 Penbrooke Drive Suite 5 | AddressLine1Txt |
| City | Penfield | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5852135183 | RecipientPhoneNum |
| Form And Info And Materials | The grant application process begins with a preliminary inquiry. Inquiries may be submitted by calling the Foundation office at 585-213-5183, emailing info@fmmullerfdn.org, or completing the Letter of Inquiry form available on our website at www.fmmullerfdn.org/apply-for-a-grant. Organizations selected to move forward will be provided with the nexessary forms and invited to submit a full application. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Inquiries are welcome at any time. Applicants invited to submit a full proposal may do so on a rolli | SubmissionDeadlinesTxt |
| Restrictions On Awards | We provide funding to not-for-profit, charitable 501(c)(3) organizations whose work aligns directly with our charitable priorities - child well being, K-12 education, and health care. Eligible organizatons must be located in, and serving residents of, Livingston, Monroe, Ontario, Seneca, Wayne and Yates counties in New York State. For detailed definitions of our charitable interests and associated restrictions, please visit: www.fmmullerfdn.org/charitable interests. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Finger Lakes Community College Foundation | ||||||||
| 3325 Marvin Sands Drive | Canandaigua | NY | 14424 | NONE | PC | Muller Field Station Conservation Education and Bunkhouse Capital | $636,751 | |
| SUNY ESF Foundation | ||||||||
| PO Box 6486 | SYRACUSE | NY | 13217 | None | PC | Cranberry Pond Biological Station | $7,000 | |
| Greater Rochester Summer Learning Association | ||||||||
| 205 St Paul Street | Rochester | NY | 14604 | None | PC | SummerLEAP | $25,000 | |
| Hope Hall School | ||||||||
| 1612 Buffalo Road | Rochester | NY | 14624 | None | PC | General Operating | $35,000 | |
| Disability EmpowHer Network | ||||||||
| 110 Wembley Road | Rochester | NY | 14616 | None | PC | General Operating | $17,905 | |
| Puppy Mill Rescue Team | ||||||||
| 6558 4th Section Road 105 | Brockport | NY | 14420 | None | PC | General Operating | $3,500 | |
| CP Rochester | ||||||||
| 3399 Winton Road South | Rchester | NY | 14623 | None | PC | Dental Clinic Program | $45,000 | |
| Children's Institute | ||||||||
| 205 St Paul Street | Rochester | NY | 14604 | None | PC | Get Ready to GROW Program | $49,400 | |
| Cleveland Clinic Foundation | ||||||||
| PO Box 931517 | Cleveland | OH | 44913 | None | PC | General Operations | $7,000 | |
| Dephi Rise | ||||||||
| 72 Hinchey Road | Rochester | NY | 14624 | None | PC | A Night to Rise Sponsorship | $750 | |
| Finger Lakes Community Action Program | ||||||||
| 31 Broad Street | Lyons | NY | 14489 | None | PC | Get Ready to GROW Wayne County | $50,000 | |
| Junior Achievement | ||||||||
| 200 West Ridge Road | Rochester | NY | 14615 | none | PC | Discovery Center | $25,000 | Kodak Center |
| Laurel House | ||||||||
| 224 Fair Street | Newark | NY | 14513 | none | PC | Per Diem Nursing Project | $15,000 | |
| Rochester Hearing & Speech | ||||||||
| 941 South Aveneue | Rochester | NY | 14620 | none | PC | Early Intervention | $34,893 | |
| Rochester Prep | ||||||||
| 630 Brooks Avenue | Rochester | NY | 14619 | none | PC | Suzuki Strings | $10,000 | |
| Trillium Health | ||||||||
| 259 Monroe Avenue | Rochester | NY | 14607 | none | PC | Adopt-A-Shelf Food Pantry | $2,000 | |
| Vertus High School | ||||||||
| 21 Humboldt Street | Rochester | NY | 14609 | none | PC | Support for Students | $10,000 | |
| Veterans Outreach Center | ||||||||
| 447 South Avenue | Rochester | NY | 14620 | none | PC | Behavioral Health Services | $25,000 | |
| YWCA of Greater Rochester | ||||||||
| 175 N Clinton Avenue | Rochester | NY | 14604 | none | PC | Empowering Women Sponsorship & GROW Technology | $7,200 | |
| Cancer Support Community at Gilda's Club | ||||||||
| 255 Alexander Street | Rochester | NY | 14607 | NONE | PC | Mental Health Supports | $30,000 | |
| Compeer Rochester | ||||||||
| 259 Monroe Avenue | Rochester | NY | 14607 | None | PC | Volunteer Recruitment | $12,500 | |
| Exponent Philanthropy | ||||||||
| PO Box 65607 | Washington | DC | 20035 | None | PC | Sponsorship | $500 | |
| Foodlink | ||||||||
| 2011 Mount Read Blvd | Rochester | NY | 14615 | None | PC | Urban Farm | $3,500 | |
| GiGi's Playhouse | ||||||||
| 372 N Goodman Street | Rochester | NY | 14607 | None | PC | Early Intervention | $25,000 | |
| Health Connect One | ||||||||
| 227 West Monroe Street | Chicago | IL | 60606 | None | PC | Greater Rochester Doulas | $5,000 | 21st Floor |
| Holy Childhood | ||||||||
| 100 Groton Parkway | Rochester | NY | 14623 | None | PC | Nurses' Clinic Renovation | $50,000 | |
| Mercy Flight Central | ||||||||
| 2420 Brickyard Road | Canandaigua | NY | 14424 | None | PC | Whole Blood Program | $20,000 | |
| Pivital Rural Health Partnership | ||||||||
| PO Box 390 | Canandaigua | NY | 14424 | None | PC | Maternal & Child Health Summit Sponsorship | $10,000 | |
| St John Fisher University | ||||||||
| 3690 East Avenue | Rochester | NY | 14618 | None | PC | Research Support | $7,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,169,899 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $949,050 | 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 | $929,555 | 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 (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| MSA CONTRACT | $69,545 | ||
| LEGAL SETTLEMENT - EXETER | 14 | $1,438 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,880,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $69,545 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,949,588 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX FEES | CategoryTxt |
| Amt | $4,950 | Amt |
| Disbursements Charitable Prps | $4,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt |
|---|---|---|---|---|
| FURNITURE | 2018-11-01 | $20,212 | $20,212 | M5 |
| TELEPHONE EQUIP. | 2018-11-01 | $1,846 | $1,846 | M5 |
| FURNITURE | 2019-07-01 | $3,055 | $3,055 | M5 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES #UD506 | $0 | $0 |
| BERNSTEIN #72039 | $0 | $0 |
| BERNSTEIN #72047 | $950,337 | $950,337 |
| BERNSTEIN #A7274 - EQUITIES | $14,334,088 | $17,985,618 |
| BERNSTEIN #A7274 - MUTUAL FUND | $1,923,894 | $1,970,787 |
| BERNSTEIN #A7274 - MULTI-ASSET | $1,615,454 | $1,875,204 |
| BERNSTEIN #07018 - COMRCL RE | $77,956 | $77,956 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $9,422,263 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $9,313,749 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| FURNITURE | $20,212 | $20,212 |
| TELEPHONE EQUIP. | $1,846 | $1,846 |
| FURNITURE | $3,055 | $3,055 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $1,850 | $1,850 | $1,850 |
| ALTERNATIVE INVESTMENTS | $49,631 | $49,631 | $49,631 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $1,910 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INTERNET SERVICE | $2,100 | $2,100 | |
| NYS FILING FEE | $750 | $750 | |
| COMPUTER REPAIRS & MAINTENANCE | $1,547 | $1,547 | |
| 401(K) PLAN/PAYROLL ADMIN FEES | $3,930 | $3,930 | |
| DUES & SUBSCRIPTIONS | $6,646 | $6,646 | |
| WEB HOSTING | $594 | $594 | |
| INSURANCE - PROPERTY/DIRECTORS | $1,522 | $1,522 | |
| OFFICE SUPPLIES & MISC EXPENSE | $1,009 | $1,009 | |
| PORTFOLIO DEDUCTIONS | $472 | $472 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MSA Income | $69,545 | |
| Miscellaneous Income | $1,438 | $1,438 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $85,582 | Amt |
| Net Investment Income | $85,582 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $12,515 | $12,515 |
| FEDERAL EXCISE TAX | $29,347 |