Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE WILLIAM G POMEROY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3327   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SYRACUSE, NY132203327
A Employer identification number

20-6572301
B Telephone number (see instructions)

(315) 476-3000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$26,122,222J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,975,038
2 Check bullet
3 Interest on savings and temporary cash investments 34,714 34,714  
4 Dividends and interest from securities...... 254,380 254,380  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 249,663
b Gross sales price for all assets on line 6a 763,959
7 Capital gain net income (from Part IV, line 2)... 249,663
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -8,824 -8,824  
12 Total. Add lines 1 through 11........ 4,504,971 529,933  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,240 3,930   1,310
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 6,080 1,072   750
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,659 0   2,659
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,050 368   2,682
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,029 5,370   7,401
25 Contributions, gifts, grants paid........ 868,597 868,597
26 Total expenses and disbursements. Add lines 24 and 25 885,626 5,370   875,998
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,619,345
b Net investment income (if negative, enter -0-) 524,563
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 10,669,354 7,484,256 7,484,256
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,017,035 Click to see attachment837,935 837,935
b Investments—corporate stock (attach schedule)........ 8,494,241 Click to see attachment17,799,392 17,799,392
c Investments—corporate bonds (attach schedule)........ 454,996    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,299 Click to see attachment639 Click to see attachment639
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,637,925 26,122,222 26,122,222
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 20,637,925 26,122,222
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 20,637,925 26,122,222
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 20,637,925 26,122,222
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 20,637,925
2 Enter amount from Part I, line 27a..................... 2 3,619,345
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,864,959
4 Add lines 1, 2, and 3.......................... 4 26,122,229
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 7
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 26,122,222
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a FIDELITY INVESTMENTS - 2784      
b FIDELITY INVESTMENTS - 2784 (CAPITAL GAIN DISTRIBUTION)      
c ENTERPRISE PRODUCTS PARTNERS L.P. - K-1      
d UNITED STATE NATURAL GAS FUND LP      
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 515,169   513,881 1,288
b 248,739     248,739
c 51     51
d     415 -415
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       1,288
b       248,739
c       51
d       -415
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 249,663
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 736,066 17,619,126 0.041777
2011 605,136 14,785,912 0.040927
2010 458,786 12,225,097 0.037528
2009 346,224 9,326,026 0.037124
2008 221,553 6,851,364 0.032337
2 Total of line 1, column (d) ...................... 2 0.189693
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.037939
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 21,457,501
5 Multiply line 4 by line 3....................... 5 814,076
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,246
7 Add lines 5 and 6......................... 7 819,322
8 Enter qualifying distributions from Part XII, line 4.............. 8 875,998
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 5,246
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 5,246
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,246
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 4,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,246
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WGPFOUNDATION.ORG
    14
    The books are in care ofbulletPAULA MILLER Telephone no.bullet (315) 476-3000
    Located atbulletPO BOX 3327SYRACUSENY ZIP+4bullet132203327
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    WILLIAM G POMEROY TRUSTEE
    2.00     		0 0 0
    PO BOX 3327
    SYRACUSE,NY13220
    SANDRA POMEROY TRUSTEE
    2.00     		0 0 0
    PO BOX 3327
    SYRACUSE,NY13220
    PAULA MILLER TRUSTEE
    25.00     		0 0 0
    PO BOX 3327
    SYRACUSE,NY13220
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,072,875
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    5,246
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,246
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,067,629
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,067,629
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    1,067,629
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 1,067,629
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 862,540
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 875,998
    a Applied to 2012, but not more than line 2a 862,540
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 13,458
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		1,054,171
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    WILLIAM G POMEROY
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PAULA MILLER
    PO BOX 3327
    SYRACUSE,NY13220
    (315) 476-3000
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED IN WRITTEN FORM ALONG WITH A COPY OF THE EXEMPTION CERTIFICATE GRANTING 501(C)(3) STATUS RECEIVED FROM THE INTERNAL REVENUE SERVICE
    cAny submission deadlines:
    SUBMISSION DEADLINES VARY BY REGION - REFER TO THE HISTORIC MARKER PROGRAM REGIONAL GRANT SCHEDULE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SUBMISSIONS FOR THE HISTORIC MARKER PROGRAM SHOULD BE LIMITED TO NEW YORK STATE AND TO THE 1740-1914 TIME FRAME
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN RED CROSS
    344 WEST GENESEE STREET
    SYRACUSE,NY13202     		N/A PUBLIC DONATION 500
    APHNYS 2013
    PO BOX 366
    CHENANGO BRIDGE,NY13745     		N/A PUBLIC ANNUAL AWARD BANQUET 1,000
    BE THE MATCH FOUNDATION
    3001 BROADWAY STREET NE SUITE 601
    MINNEAPOLIS,MN55413     		N/A PUBLIC DONATION 37,000
    BMT INFONET
    2310 SKOKIE VALLEY ROAD SUITE 104
    HIGHLAND PARK,IL60035     		N/A PUBLIC SURVIVOR SYMPOSIUM 7,500
    BRAG HISTORICAL SOCIETY
    390 MAIN STREET
    BOLIVAR,NY14715     		N/A PUBLIC HISTORIC MARKER GRANT AND NATIONAL REGISTER HISTORICAL PLACES SIGN 3,080
    BRIGHAM AND WOMEN'S HOSPITAL
    PO BOX 414905
    BOSTON,MA022414905     		N/A PUBLIC DONATION 150
    CAIRO HISTORICAL SOCIETY
    PO BOX 803
    CAIRO,NY12413     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    CARINGBRIDGE
    PO BOX 414905
    BOSTON,MA022414905     		N/A PUBLIC DONATION 500
    CENTRAL NEW YORK GENEOLOGICAL SOCIETY
    PO BOX 104 COLVIN STATION
    SYRACUSE,NY13205     		N/A PUBLIC NYSFHC SPONSOR 550
    CHARLOTTE COMMUNITY DEVELOPMENT CORPORATION
    PO BOX 12664
    GREECE,NY14612     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    CHITTENANGO LANDING CANAL BOAT MUSEUM
    7010 LAKEPORT ROAD
    CHITTENANGO,NY13037     		N/A PUBLIC DONATION 100
    CITY OF BATAVIA
    1 BATAVIA CITY CENTER
    BATAVIA,NY14020     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    CNY COMMUNITY FOUNDATION
    431 EAST FAYETTE STREET SUITE 100
    SYRACUSE,NY13202     		N/A PUBLIC DONATION 585,000
    COHOCTON HISTORICAL SOCIETY
    62196 ST ROUTE 415
    COHOCTON,NY14826     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    CROUSE HEALTH FOUNDATION
    736 IRVING AVENUE
    SYRACUSE,NY13210     		N/A PUBLIC TOMOSYNTHESIS EQUIPMENT AND LIGHTS OF LOVE CAMPAIGN 6,500
    DANA FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE FL 6
    BROOKLINE,MA02445     		N/A PUBLIC FUND FOR ACUTE MYELOGENOUS LEUKEMIA AND FUND FOR STEM CELL TRANSPLANT RESEARCH 80,000
    DAUGHTERS OF UNION VETERANS OF THE CIVIL WAR
    11077 HOXIE ROAD
    WEST EDMESTON,NY13485     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    DODGE PRATT NORTHAM ART & COMMUNITY CENTER
    106 SCHUYLER STREET
    BOONVILLE,NY13309     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    ERIE CANAL MUSEUM
    318 ERIE BOULEVARD EAST
    SYRACUSE,NY13202     		N/A PUBLIC GREETINGS FROM SKANEATELES SPONSORSHIP 2,500
    FARMINGVILLE HISTORICAL SOCIETY
    PO BOX 311
    FARMINGVILLE,NY11738     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    FIRST PRESBYTERIAN CHURCH OF LOWVILLE
    7707 NORTH STATE STREET
    LOWVILLE,NY13367     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    FRIENDS OF TACONIC STATE PARK
    PO BOX 222
    COPAKE FALLS,NY12517     		N/A PUBLIC COPAKE IRON WORKS FURNACE PROJECT 5,000
    GENESEE COUNTY HISTORY DEPARTMENT
    3837 WEST MAIN STREET
    BATAVIA,NY14020     		N/A PUBLIC HISTORIC MARKER GRANT 2,100
    GEORGE & REBECCA BARNES FOUNDATION
    930 JAMES STREET
    SYRACUSE,NY13203     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 449
    HISTORIC NORTHAMPTON
    PO BOX 1776
    WILLIAMSBURG,VA231871776     		N/A PUBLIC DONATION 100
    HISTORICAL SOCIETY OF THE TONAWANDAS
    113 MAIN STREET
    TONAWANDA,NY14150     		N/A PUBLIC HISTORIC MARKER GRANT 2,100
    HISTORICAL SOCIETY OF WHITEHALL
    PO BOX 238
    WHITEHALL,NY12887     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    HOSPICE FOUNDATION OF CNY
    990 SEVENTH NORTH STREET
    LIVERPOOL,NY13088     		N/A PUBLIC DONATION 500
    KETCHAM INN FOUNDATION INC
    81 MAIN STREET PO BOX 626
    CENTER MORICHES,NY11934     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    LEUKEMIA & LYMPHOMA SOCIETY
    4053 MAPLE ROAD SUITE 105
    AMHERST,NY14226     		N/A PUBLIC LIGHT THE NIGHT 5,000
    MARCELLUS HISTORICAL SOCIETY
    PO BOX 165
    MARCELLUS,NY13108     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 424
    MARROW NATION
    3433 CARMICHAEL STREET
    PALM HARBOR,FL34684     		N/A PUBLIC BONE MARROW DRIVE 42,650
    MCMAHONRYAN CHILD ADVOCACY SITE
    601 EAST GENESEE STREET
    SYRACUSE,NY13202     		N/A PUBLIC 2013 SPONSORSHIP OF 100 HOLES FOR KIDS 1,000
    MIDDLETOWN HISTORICAL SOCIETY OF STEUBEN COUNTY
    41 MAIN STREET SUITE 101
    ADDISON,NY14801     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    NEW WOODSTOCK REGIONAL HISTORICAL SOCIETY
    2641 REAILROAD STREET PO BOX 45
    NEW WOODSTOCK,NY13122     		N/A PUBLIC HISTORIC MARKER GRANT 2,100
    NEW YORK GENEOLOGICAL & BIOGRAPHICAL SOCIETY
    36 WEST 44TH STREET 7TH FLOOR
    NEW YORK,NY100368105     		N/A PUBLIC DONATION 5,000
    NEW YORK STATE PARKS
    504 WEST MAIN STREET PO BOX 27
    SACKETS HARBOR,NY13685     		N/A PUBLIC HISTORIC MARKER GRANT 2,100
    NEWFIELD HISTORICAL SOCIETY
    198 MAIN STREET
    NEWFIELD,NY14867     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    NIAGARA COUNTY HISTORICANS OFFICE
    59 PARK AVENUE
    LOCKPORT,NY14094     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    NORTH COUNTRY UNDERGROUND RAILROAD HISTORICAL ASSOCIATION
    1131 MACE CHASM ROAD
    AUSABLE CHASM,NY12911     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    NSDAR SCHOHARIE CHAPTER
    268 MAIN STREET PO BOX 711
    SCHOHARIE,NY12157     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    OAK HILL PRESERVATION ASSOCIATION
    7892 ROUTE 81 PO BOX 22
    OAK HILL,NY12460     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    ONONDAGA HISTORICAL ASSOCIATION
    321 MONTGOMERY STREET
    SYRACUSE,NY13202     		N/A PUBLIC OHA MEDAL BREAKFAST, HISTORIC MARKER GRANT AND GLORIOUS WORKPLACES SPONSOR 3,650
    PALATINE SETTLEMENT SOCIETY
    PO BOX 183
    ST JOHNSVILLE,NY13452     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    PENFIELD HOMESTEAD MUSEUM
    703 CREEK ROAD
    CROWN POINT,NY12928     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    SARAH HOUSE
    100 ROBERTS AVENUE
    SYRACUSE,NY13207     		N/A PUBLIC DONATION TO FUND STAYS FOR LEUKEMIA PATIENTS/FAMILIES 7,500
    SCHOHARIE COLONIAL HERITAGE ASSOCIATION
    PO BOX 544
    SCHOHARIE,NY12157     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 1,960
    SCHUYLER COUNTY HISTORICAL SOCIETY
    108 NORTH CATHERINE STREET PO BOX
    651
    MONTOUR FALLS,NY14865     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    STORYCORP
    80 HANSON PLACE 2ND FLOOR
    BROOKLYN,NY11217     		N/A PUBLIC DONATION 100
    SUFFOLK COUNTY VANDERBILT MUSEUM
    180 LITTLE NECK ROAD
    CENTERPORT,NY11721     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    TAYLOR HISTORICAL SOCIETY
    4332 CHENINGO-SOLON POND ROAD
    CINCINNATUS,NY13040     		N/A PUBLIC HISTORIC MARKER GRANT AND NATIONAL REGISTER PROGRAM 4,048
    THE BROWNE HOUSE HISTORICAL SOCIETY
    37-01 BROWNE STREET
    FLUSHING,NY11354     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    THE COLONIAL WILLIAMSBURG FOUNDATION
    PO BOX 1776
    WILLIAMSBURG,VA231871776     		N/A PUBLIC DONATION 100
    THE SCHROEPPEL HISTORICAL SOCIETY
    486 MAIN STREET
    PHOENIX,NY13135     		N/A PUBLIC BUILDING REPAIRS 2,689
    THE VILLAGE IMPROVEMENT SOCIETY OF GILBERTSVILLE
    PO BOX 61
    GILBERTSVILLE,NY13776     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    TOWN OF ALABAMA HISTORY DEPARTMENT
    2218 JUDGE ROAD
    OAKFIELD,NY14125     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF BALLSTON
    323 CHARLTON ROAD
    BALLSTON SPA,NY12020     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF BEEKMANTOWN
    571 SPELLMAN ROAD
    WEST CHAZY,NY12992     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF BROOKHAVEN
    ONE INDEPENDENCE HILL
    FARMINGVILLE,NY11738     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    TOWN OF COVENTRY
    1839 STATE HIGHWAY 206
    GREENE,NY13778     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF DEERPARK
    420 ROUTE 209 PO BOX 621
    HUGUENOT,NY12746     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 449
    TOWN OF DURHAM
    7309 ROUTE 81
    EAST DURHAM,NY12423     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    TOWN OF ELLICOTTVILLE
    1 WEST WASHINGTON STREET PO BOX 600
    ELLICOTTVILLE,NY14731     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    TOWN OF FARMINGTON
    1000 COUNTY ROAD 8
    FARMINGTON,NY14425     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF GORHAM
    4736 SOUTH STREET
    GORHAM,NY14461     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF LYNDON
    852 LYNDON CENTER ROAD
    CUBA,NY14727     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF MARTINSBURG
    5404 CEMETERY ROAD PO BOX 8
    MARTINSBURG,NY13404     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 449
    TOWN OF MIDDLESEX
    1216 ROUTE 245 MAIN STREET PO BOX
    147
    MIDDLESEX,NY14507     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    TOWN OF OSSIAN
    4706 OSSIAN HILL ROAD
    DANSVILLE,NY14437     		N/A PUBLIC HISTORIC MARKER GRANT 2,100
    TOWN OF PITCHER
    156 PITCHER SPRINGS ROAD
    PITCHER,NY13136     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF PLATTSBURGH
    151 BANKER ROAD
    PLATTSBURGH,NY12901     		N/A PUBLIC HISTORIC MARKER GRANT 2,100
    TOWN OF POMPEY HISTORICAL SOCIETY
    8354 ROUTE 20
    MANLIUS,NY13104     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF TAYLOR
    3845 CHENINGO SOLON POND ROAD
    CINCINNATUS,NY13040     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    TOWN OF VESTAL
    605 VESTAL PARKWAY WEST
    VESTAL,NY13850     		N/A PUBLIC HISTORIC MARKER GRANT 4,200
    ULSTER COUNTY HISTORICAL SOCIETY
    PO BOX 279
    STONE RIDGE,NY12484     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    VICTOR HISTORICAL SOCIETY
    7370 VALENTOWN SQUARE PO BOX 472
    VICTOR,NY14564     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    VILLAGE OF BROCTON
    34 WEST MAIN STREET
    BROCTON,NY14716     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    VILLAGE OF HAGAMAN
    86 PAWLING STREET
    HAGAMAN,NY12086     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    VILLAGE OF SACKETS HARBOR
    112 NORTH BROAD STREET PO BOX 335
    SACKETS HARBOR,NY13685     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    WEST SENECA HISTORICAL SOCIETY
    919 WEST MILL ROAD
    WEST SENECA,NY14224     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 449
    WESTFIELD FLATS CEMETERY ASSOCIATION INC
    9 ROCKLAND ROAD
    ROSCO,NY12776     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    WHITEHALL SKENE MANOR PRESERVATION INC
    8 POTTER TERRACE
    WHITEHALL,NY12887     		N/A PUBLIC NATIONAL REGISTER HISTORICAL PLACES SIGN 980
    WVBE-FM
    3934 ELECTRIC ROAD SW
    ROANOKE,VA24018     		N/A PUBLIC BONE MARROW DRIVE 2,150
    Total .................................bullet 3a 868,597
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 34,714  
    4 Dividends and interest from securities....     14 254,380  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 249,663  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aENTERPRISE PRODUCTS PARTNERS L.P.     14 -6,612  
    bUNITED STATES NATURAL GAS FUND LP     14 -2,212  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 529,933 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13529,933
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


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    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    THE WILLIAM G POMEROY FOUNDATION
     
    Employer identification number

    20-6572301
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    THE WILLIAM G POMEROY FOUNDATION
          		Employer identification number

    20-6572301
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    WILLIAM G POMEROY  
    PO BOX 3327
     
    SYRACUSE, NY13220

    		$3,975,038


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    THE WILLIAM G POMEROY FOUNDATION
          		Employer identification number

    20-6572301
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 SECURITIES $2,675,038 2013-12-24
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    THE WILLIAM G POMEROY FOUNDATION
          		Employer identification number

    20-6572301
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,240 3,930   1,310

    TY 2013 GeneralExplanationAttachment
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    Identifier Return Reference Explanation
    DONOR ADVISED FUNDS 990-PF, PART VII-A, NUMBER 12 DISTRIBUTIONS TO A DONOR ADVISED FUND ARE TREATED AS QUALIFYING DISTRIBUTIONS BY THE FOUNDATION. DISTRIBUTIONS FROM THE DONOR ADVISED FUND WILL BE USED TO PROVIDE FINANCIAL SUPPORT TO AN ORGANIZATION ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, OR EDUCATIONAL PURPOSES.

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AVNET INC 172,691 172,691
    E M C CORP MASS 35,210 35,210
    GENERAL ELECTRIC CO 184,998 184,998
    INTL BUSINESS MACH 225,084 225,084
    MICROSOFT CORP 310,503 310,503
    NETWORK APPLIANCE CORP 69,938 69,938
    PC CONNECTION INC 18,637 18,637
    POWERSHARES QQQ 976,356 976,356
    SPDR S&P 500 ETF TRUST UNIT SER 1 S&P 904,981 904,981
    SECTOR SPDR TR SHS BEN INT FINANCIAL 153,020 153,020
    SYMANTEC CORP 5,282 5,282
    VERIZON COMMUNICATIONS 98,280 98,280
    WALMART STORES 165,249 165,249
    FIDELITY INT'L DISCOVERY 492,697 492,697
    FIDELITY LATIN AMERICA 172,821 172,821
    FIDELITY SMALL CAP STOCK 169,025 169,025
    FIDELITY BLUE CHIP 528,691 528,691
    FIDELITY SMALL CAP VALUE 720,231 720,231
    FIDELITY SELECT TECHNOLOGY 327,448 327,448
    FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT 57,323 57,323
    FIDELITY SELECT TELECOMM 27,276 27,276
    FIDELITY PURITAN 237,662 237,662
    FIDELITY SELECT SOFTWARE & COMPUTER 578,710 578,710
    FIDELITY EXPORT 871,820 871,820
    FIDELITY VALUE 746,105 746,105
    VENTAS INC 263,488 263,488
    ALLSCRIPTS HEATHCARE SOLUTIONS, INC. 29,374 29,374
    AMAZON.COM, INC. 598,185 598,185
    EBAY, INC. 400,514 400,514
    ENTERPRISE GP HOLDINGS LP 163,548 163,548
    EXXON MOBIL CORP. 323,840 323,840
    MCDONALDS CORP. 48,515 48,515
    FIDELITY HIGH INCOME 1,258,097 1,258,097
    EXELON CORP 54,698 54,698
    FRONTIER COMMUNICATIONS CORP COM 1,116 1,116
    ISHARES TRUST S&P SMALLCAP 600 INDEX FD 218,260 218,260
    SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 579,655 579,655
    TOYOTA MOTOR CORP ADR-EACH REP 2 ORD 73,152 73,152
    DU PONT E I DE NEMOURS & CO 58,473 58,473
    FORD MTR CO DEL COM 122,314 122,314
    INTEL CORP 155,730 155,730
    SPRINT NEXTEL CORP FON SHS 5,622 5,622
    STURM RUGER & CO INC 80,399 80,399
    CVS CAREMARK CORP 135,983 135,983
    COMMUNITY BK SYS INC 43,648 43,648
    COSTCO WHOLESALE CORP 107,118 107,118
    DISNEY WALT CO 38,200 38,200
    DIRECTV COM 48,342 48,342
    ISHARES TRANSPORTATION AVERAGE ETF 131,900 131,900
    JPMORGAN CHASE & CO 58,480 58,480
    LOEWS CORP 53,064 53,064
    METLIFE INC COM 199,504 199,504
    MOBILE MINI INC 8,236 8,236
    NBT BANCORP INC 90,236 90,236
    PROCTER & GAMBLE CO 16,282 16,282
    RESMED INC 160,072 160,072
    ROYAL CARIBBEAN CRUISES COM 256,068 256,068
    SECTOR SPDR TR SHS BEN INT ENERGY 106,212 106,212
    SELECT SECTOR SPDR TR HEALTH CARE FOREMERLY CONSUMER SVCS 27,720 27,720
    TJX COMPANIES INC 388,753 388,753
    UNITED STATES NATURAL GAS FUND LP UNIT 31,035 31,035
    UNITEDHEALTH GROUP 188,250 188,250
    YAHOO INC 16,176 16,176
    FIDELITY CONSERVATIV INCOME BOND 3,009,095 3,009,095

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    US Government Securities - End of Year Book Value:

    837,935
    US Government Securities - End of Year Fair Market Value:

    837,935
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 OtherAssetsSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST 2,299 639 639


    TY 2013 OtherDecreasesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    Description Amount
    NONDEDUCTIBLE EXPENSES 7


    TY 2013 OtherExpensesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 725 363   362
    INVESTMENT FEES 5 5   0
    MISCELLANEOUS EXPENSES 1,570 0   1,570
    OUTSIDE SERVICES 750 0   750


    TY 2013 OtherIncomeSchedule2
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ENTERPRISE PRODUCTS PARTNERS L.P. -6,612 -6,612 -6,612
    UNITED STATES NATURAL GAS FUND LP -2,212 -2,212 -2,212


    TY 2013 OtherIncreasesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    Description Amount
    UNREALIZED GAIN ON SECURITIES HELD 1,864,959


    TY 2013 TaxesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 4,258 0   0
    NYS FILING FEE 750 0   750
    FOREIGN TAX PAID 1,072 1,072   0