WYCKOFF FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WYCKOFF FAMILY FOUNDATION INC (EIN 10-0001401)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349104163
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T15:13:05-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 SULLYS TRAIL | AddressLine1Txt |
| City | PITTSFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14534 | 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 | 100001401 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WYCKOFF FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WYCK | BusinessNameControlTxt |
| Phone | 3155730449 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 82 | AddressLine1Txt |
| City | GENEVA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14456 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET R WYCKOFF | PersonNm |
| Person Title | CO-TREASURER | PersonTitleTxt |
| Phone | 3157896030 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REGINA ROBERTS | PreparerPersonNm |
| PTIN | P01258854 | PTIN |
| Phone | 5853811000 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| 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 | $1,360,505 | 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 | $3,074 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,074 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $562,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $562,073 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $562,073 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $395,508 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $395,508 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,076,657 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,076,657 | 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 | $3,300 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,300 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $78 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $78 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $94,617 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $92,358 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,259 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,637 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,090,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,090,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,198,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,095,962 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,122,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $984,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,618 | CashBOYAmt |
| Cash EOY | $78,205 | CashEOYAmt |
| Cash EOYFMV | $78,205 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,449,645 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,449,645 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,282,300 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,277,489 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,760,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,527,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,360,505 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,760,752 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,527,850 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,760,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,527,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,760,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,527,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,760,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,122,163 | ExcessRevenueOverExpensesAmt |
| Other Increases | $889,261 | OtherIncreasesAmt |
| Subtotal | $1,527,850 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,527,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PASSTHROUGH FROM CFI MULTI-STRATEGY EQUITY FUND LLC K-1 | P | 2025-06-30 | $93,898 | $93,898 | $93,898 |
| PASSTHROUGH FROM CFI MULTI-STRATEGY EQUITY FUND LLC K-1 | P | 2025-06-30 | $468,175 | $468,175 | $468,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $562,073 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,682 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,682 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,682 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,599 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,599 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,083 | 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | JANET R WYCKOFF | IndividualWithBooksNm |
| Phone | 3157896030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 LARCHMONT STREET | AddressLine1Txt |
| City | GENEVA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14456 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN G WYCKOFF | ||||||||
| PO BOX 82 | GENEVA | NY | 14456 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JANET R WYCKOFF | ||||||||
| PO BOX 82 | GENEVA | NY | 14456 | CO-TREASURER | 0.00 | $0 | $0 | $0 |
| MACKENZIE WYCKOFF | ||||||||
| PO BOX 82 | GENEVA | NY | 14456 | CO-TREASURER | 0.00 | $0 | $0 | $0 |
| ELIZA HEATON | ||||||||
| PO BOX 82 | GENEVA | NY | 14456 | SECRETARY | 0.00 | $0 | $0 | $0 |
| EMILY WYCKOFF | ||||||||
| PO BOX 82 | GENEVA | NY | 14456 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KATIE FLOWERS | ||||||||
| PO BOX 82 | GENEVA | NY | 14456 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ROBERT MCFADDEN | ||||||||
| PO BOX 82 | GENEVA | NY | 14456 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ERICA COLLINS | ||||||||
| PO BOX 82 | GENEVA | NY | 14456 | VICE PRESIDENT | 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 | $6,602,114 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,246 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,709,360 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,709,360 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,608,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $330,436 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $330,436 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,682 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,682 | TotalTaxAmt |
| Distributable Before Adj | $316,754 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $316,754 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $316,754 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,095,962 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,095,962 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $316,754 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $487,807 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,095,962 | QualifyingDistributionsAmt |
| Applied To Year1 | $487,807 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $316,754 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,291,401 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,291,401 | 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 | $9,291,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $9,291,401 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGRI-BUSINESS CHILD DEVELOPMENT AT GENEVA | |||||||
| 5 GOODMAN STREET | GENEVA | NY | 14456 | NONE | PC | EATING FRESH PROGRAM AND IMPRO | $11,289 |
| BLUEPRINT GENEVA (SNAP FOOD ASST) | |||||||
| 143 WADSWORTH STREET SUITE 3 | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BLUEPRINT GENEVA FOOD SUPPORT | |||||||
| 143 WADSWORTH ST SUITE 3 | GENEVA | NY | 14456 | NONE | PC | SNAP FOOD ASSISTANCE | $20,000 |
| BLUEPRINT GENEVA YOUTH ENVIRON | |||||||
| 143 WADSWORTH ST | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $6,000 |
| CATHOLIC CHAIRTIES OF THE FINGER LAKES | |||||||
| 94 EXCHANGE STREET | GENEVA | NY | 14456 | NONE | PC | COMMUNITY LUNCH PROGRAM; KITCH | $20,000 |
| CHILD ADVOCACY CENTER OF FINGER LAKES | |||||||
| 482 N MAIN ST | CANANDAIGUA | NY | 14424 | NONE | PC | GENERAL SUPPORT | $15,000 |
| CORNELL COOPERATIVE EXTENSION OF ONTARIO COUNTY | |||||||
| 480 NORTH MAIN STREET | CANANDAIGUA | NY | 14424 | NONE | PC | 4-H PROGRAMMING AT NORTH STREE | $20,000 |
| DOVE BLOCK | |||||||
| 465 S EXCHANGE ST | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $20,000 |
| FAMILY COUNSELING | |||||||
| 671 S EXCHANGE STREET | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FAMILY PROMISE OF ONTARIO COUNTY | |||||||
| 755 SOUTH MAIN STREET | GENEVA | NY | 14456 | NONE | PC | HOMELESS HOUSING PROGRAM | $20,000 |
| FLI CLIMATE SUMMIT | |||||||
| 601 S MAIN ST | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FLI TROUT | |||||||
| 3008 ERIE BLVD E | SYRACUSE | NY | 13224 | NONE | PC | GENERAL SUPPORT | $10,450 |
| GENEVA 2030 | |||||||
| HOBART AND WILLIAM SMITH COLLEGES | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $23,000 |
| GENEVA 2030 | |||||||
| HOBART AND WILLIAM SMITH COLLEGES | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $9,000 |
| GENEVA BOYS AND GIRLS CLUB | |||||||
| 1 GOODMAN STREET PO BOX 166 | GENEVA | NY | 14456 | NONE | PC | FIRST 1000 DAYS PROGRAM | $20,000 |
| GENEVA CENTER OF CONCERN | |||||||
| 58 AVENUE D | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $20,000 |
| GENEVA CONCERTS | |||||||
| PO BOX 709 | GENEVA | NY | 14456 | NONE | PC | IN-SCHOOL PROGRAMMING AND COMM | $10,375 |
| GENEVA MUSIC FESTIVAL | |||||||
| 124 NORTH MAIN STREET | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $12,000 |
| GENEVA PUBLIC LIBRARY | |||||||
| 244 MAIN STREET | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $4,000 |
| GENEVA PUBLIC LIBRARY | |||||||
| 244 MAIN STREET | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $2,120 |
| GENEVA READS | |||||||
| 25 N MORRELL AVENUE | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $60,000 |
| GENEVA THEATER GUILD | |||||||
| PO BOX 424 | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $8,000 |
| HISTORIC GENEVA | |||||||
| 543 SOUTH MAIN STREET | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $8,591 |
| LITERACY VOLUNTEERS | |||||||
| 244 N MAIN ST 2ND FLOOR | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $3,400 |
| NAACP- PLACE | |||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $5,000 |
| OUR LADY OF PEACE PARISHST FRANCIS DESALES CHURCH | |||||||
| 130 EXCHANGE STREET | GENEVA | NY | 14456 | NONE | PC | EMERGENCY RESOURCES | $20,000 |
| SAFE HARBORS OF THE FINGER LAKES | |||||||
| 1 FRANKLIN SQUARE | GENEVA | NY | 14456 | NONE | PC | ASSISTANCE FOR VICTIMS OF DOME | $10,000 |
| THE SALVATION ARMY | |||||||
| 41 NORTH STREET | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ST PETERS ACADEMY SCHOOL | |||||||
| 8401 23RD AVENUE | BROOKLYN | NY | 11214 | NONE | PC | GENERAL SUPPORT | $30,000 |
| ST PETERS COOKING MATTERS | |||||||
| 681 BROWN ST | ROCHESTER | NY | 14611 | NONE | PC | ADDITIONAL SNAP FUNDING | $5,500 |
| ST PETERS COOKING MATTERS | |||||||
| 681 BROWN ST | ROCHESTER | NY | 14611 | NONE | PC | GENERAL SUPPORT | $3,000 |
| THE SMITH | |||||||
| 1900 BROADWAY AT 63RD ST | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $13,000 |
| YMCA GATORS | |||||||
| 399 WILLIAM ST | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT | $45,600 |
| THE WYCKOFF FAMILY FUND | |||||||
| PO BOX 82 | GENEVA | NY | 14456 | NONE | PC | GENERAL SUPPORT/FUNDING OF DAF | $9,600,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,090,325 | 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 | $3,074 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,002 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $562,073 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME - K-1'S | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $395,508 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,076,657 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,076,657 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FII SERIES B-1 8.48% CUMULATIVE PREFERRED STOCK - 12,823 SHARES | StockNm |
| EOY Book Value | $1,449,645 | EOYBookValueAmt |
| EOYFMV | $1,282,300 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,300 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHAR 500 NY FILING FEE | $750 | $0 | $750 |
| OFFICE EXPENSES | $609 | $0 | $609 |
| PUBLICATION OF LEGAL NOTICE | $20 | $0 | $20 |
| D&O INSURANCE | $880 | $0 | $880 |
| PORTFOLIO DEDUCTIONS - K-1'S | $92,358 | $92,358 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME - K-1'S | Desc |
| Revenue And Expenses Per Books | $395,508 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $395,508 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $395,508 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHARES REDEMPTION ADJUSTMENT | Desc |
| Amt | $889,261 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |