Form990-PF

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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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$30,840,168J 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).............. 4,237,830
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 37,218 37,218  
4 Dividends and interest from securities...... 347,008 347,008  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 455,475
b Gross sales price for all assets on line 6a 460,796
7 Capital gain net income (from Part IV, line 2)... 455,475
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 -24,712 -24,712  
12 Total. Add lines 1 through 11........ 5,052,819 814,989  
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)......... Click to see attachment 550 0   550
b Accounting fees (attach schedule)....... Click to see attachment 5,365 4,024   1,341
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,726 1,530   750
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,727 0   9,727
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,565 467   7,098
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,933 6,021   19,466
25 Contributions, gifts, grants paid........ 1,074,643 1,074,643
26 Total expenses and disbursements. Add lines 24 and 25 1,108,576 6,021   1,094,109
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,944,243
b Net investment income (if negative, enter -0-) 808,968
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 7,484,256 7,523,459 7,523,459
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) 837,935 Click to see attachment1,418,615 1,418,615
b Investments—corporate stock (attach schedule)........ 17,799,392 Click to see attachment21,897,455 21,897,455
c Investments—corporate bonds (attach schedule)........      
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 attachment639 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) 26,122,222 30,840,168 30,840,168
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................... 26,122,222 30,840,168
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 instructions)...... 26,122,222 30,840,168
31 Total liabilities and net assets/fund balances (see instructions).. 26,122,222 30,840,168
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 26,122,222
2 Enter amount from Part I, line 27a..................... 2 3,944,243
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 773,713
4 Add lines 1, 2, and 3.......................... 4 30,840,178
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 10
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 30,840,168
Form 990-PF (2014)
Form 990-PF (2014)
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 - 2748      
b FIDELITY INVESTMENTS - 2748 (CAPITAL GAIN DISTRIBUTION)      
c ENTERPRISE PRODCUTS PARTNERS LP      
d UNITED STATES 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 11,123   4,665 6,458
b 448,560     448,560
c     656 -656
d 1,113     1,113
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       6,458
b       448,560
c       -656
d       1,113
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 2 455,475
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 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))
2013 870,752 21,457,501 0.040580
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
2 Total of line 1, column (d) ...................... 2 0.197936
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 0.039587
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 26,296,104
5 Multiply line 4 by line 3....................... 5 1,040,984
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 8,090
7 Add lines 5 and 6......................... 7 1,049,074
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,094,109
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 (2014)
Form 990-PF (2014)
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 8,090
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 8,090
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 8,090
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 7,200
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 7,200
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 9 890
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 2015 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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
     
    No
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    20,096,304
    b
    Average of monthly cash balances.......................
    1b
    6,600,248
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    26,696,552
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    26,696,552
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    400,448
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,296,104
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,314,805
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,314,805
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    8,090
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,090
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,306,715
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,306,715
    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
    1,306,715
    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
    1,094,109
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    1,094,109
    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
    8,090
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,086,019
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,306,715
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 1,054,171
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,094,109
    a Applied to 2013, but not more than line 2a 1,054,171
    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 2014 distributable amount..... 39,938
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		1,266,777
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 1740-1915 TIME FRAME
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    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
    ADIRONDACK MENNONITE HERITAGE ASSOCIATION
    8778 ERIE CANAL ROAD
    CROGHAN,NY13327     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    ALCOVE PRESERVATION ASSOCIATION
    PO BOX 81
    ALCOVE,NY12007     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    AMERICAN RED CROSS
    344 WEST GENESEE STREET
    SYRACUSE,NY13202     		N/A PUBLIC DONATION 500
    APHNYS 2014
    PO BOX 366
    CHENANGO BRIDGE,NY13745     		N/A PUBLIC ANNUAL AWARD BANQUET 1,000
    BATTLE OF PLATTSBURGH HISTORIC TRAIL
    94 BRADFORD ROAD
    PLATTSBURGH,NY12901     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    BE THE MATCH FOUNDATION
    3001 BROADWAY STREET NE SUITE 100
    MINNEAPOLIS,MN55413     		N/A PUBLIC DONATION 62,000
    BIG MOOSE COMMUNITY CHAPEL
    1544 BIG MOOSE ROAD
    EAGLE BAY,NY13331     		N/A PUBLIC NATIONAL REGISTER PROGRAM 980
    BLEEKER HISTORICAL SOCIETY
    575 COUNTY HIGHWAY 112
    GLOVERSVILLE,NY12078     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    BMT INFONET
    3001 BROADWAY STREET NE SUITE 100
    MINNEAPOLIS,MN55413     		N/A PUBLIC TRANSPLANT GUIDE 7,500
    BRIGHAM AND WOMEN'S HOSPITAL
    75 FRANCIS STREET
    BOSTON,MA02115     		N/A PUBLIC DONATION 150
    CAIRO HISTORICAL SOCIETY
    PO BOX 803
    CAIRO,NY12413     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    CARINGBRIDGE
    PO BOX 6032
    ALBERT LEA,MN560076632     		N/A PUBLIC DONATION 500
    CENTRAL NEW YORK GENEALOGICAL SOCIETY
    BAR BUILDING 38 WEST 44TH STREET
    NEW YORK,NY10036     		N/A PUBLIC NYSFHC SPONSOR 2,400
    CHENANGO COUNTY
    43 REXFORD STREET
    NORWICH,NY13815     		N/A PUBLIC HISTORIC MARKER GRANT 1,164
    CHITTENANGO LANDING CANAL BOAT MUSEUM
    7010 LAKEPORT ROAD
    CHITTENANGO,NY13037     		N/A PUBLIC DONATION 100
    CHURCH OF ST JOHN IN THE WILDERNESS
    261 NY-344
    COPAKE FALLS,NY12517     		N/A PUBLIC ROOF PROJECT CHALLENGE GRANT 10,000
    CLINTON COUNTY HISTORICAL ASSOCIATION
    98 OHIO AVENUE
    PLATTSBURGH,NY12903     		N/A PUBLIC HISTORIC MARKER GRANT 2,100
    CROUSE HEALTH FOUNDATION
    736 IRVING AVENUE
    SYRACUSE,NY13210     		N/A PUBLIC LIGHTS OF LOVE CAMPAIGN, TRIBUTE EVENING, EMPLOYEE RECOGNITION FUND AND NAMING OF COLLEGE OF NURSING/POMEROY PATIO 765,500
    DANA FARBER CANCER INSTITUTE
    450 BROOKLINE AVENUE
    BOSTON,MA02215     		N/A PUBLIC FUND FOR STEM CELL TRANSPLANT RESEARCH 10,000
    DODGE PRATT NORTHAM ART & COMMUNITY CENTER
    106 SCHUYLER STREET
    BOONVILLE,NY13309     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    EASTVILLE COMMUNITY HISTORIC SOCIETY
    PO BOX 2036
    SAG HARBOR,NY11963     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    EPHRATAH HISTORICAL SOCIETY
    3782 ST HWY 10
    ST JOHNSVILLE,NY13452     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    ERIE CANAL MUSEUM
    318 ERIE BOULEVARD EAST
    SYRACUSE,NY13202     		N/A PUBLIC AUTUMN GALA SPONSORSHIP 2,500
    FOCUS GREATER SYRACUSE
    201 E WASHINGTON STREET
    SYRACUSE,NY13202     		N/A PUBLIC ANNUAL WISDOM KEEPER SPONSOR 500
    FAIRFIELD RESTORATIONS ASSOCIATION
    PO BOX 44
    MIDDLEVILLE,NY13406     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    FEDERATION OF GENEALOGICAL SOCIETIES
    PO BOX 200940
    AUSTIN,TX787200940     		N/A PUBLIC PRESERVE PENSIONS WAR OF 1812 DIGITIZATION PROJECT 1,000
    FIRST BAPTIST CHURCH OF CAMILLUS
    23 GENESEE STREET
    CAMILLUS,NY13031     		N/A PUBLIC HISTORIC MARKER PLAQUE 440
    FIRST PRESBYTERIAN CHURCH
    75 NORTH MAIN STREET
    SPENCER,NY14883     		N/A PUBLIC NATIONAL REGISTER PROGRAM 980
    FIRST UNITARIAN CHURCH OF ROCHESTER
    220 WINTON ROAD SOUTH
    ROCHESTER,NY14610     		N/A PUBLIC NATIONAL REGISTER PLAQUE 440
    FISHKILL HISTORICAL SOCIETY
    VAN WYCK HOMESTED MUSEUM PO BOX 133
    FISHKILL,NY12524     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    FREEPORT LANDMARKS PRESERVATION COMMISSION
    46 NORTH OCEAN AVENUE
    FREEPORT,NY11520     		N/A PUBLIC HISTORIC MARKER GRANT 7,000
    FRIENDS OF LETCHWORTH STATE PARK
    1 LETCHWORTH STATE PARK
    CASTILE,NY14427     		N/A PUBLIC HISTORIC MARKER GRANT 2,100
    FRIENDS OF TACONIC STATE PARK
    NY-344
    COPAKE FALLS,NY12517     		N/A PUBLIC DONATION 100
    GENESEE COUNTY HISTORY DEPARTMENT
    3837 WEST MAIN STREET
    BATAVIA,NY14020     		N/A PUBLIC HISTORIC MARKER GRANT 2,100
    GREECE HISTORICAL SOCIETY
    595 LONG POND ROAD
    GREECE,NY14612     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    GREENPORT HISTORICAL SOCIETY
    600 TOWN HALL DRIVE
    HUDSON,NY12534     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    GUILFORD HISTORICAL SOCIETY
    PO BOX 201
    GUILFORD,NY13780     		N/A PUBLIC NATIONAL REGISTER PROGRAM 1,094
    HEBRON PRESERVATION SOCIETY
    PO BOX 328
    SALEM,NY12865     		N/A PUBLIC NATIONAL REGISTER PROGRAM 980
    HISTORIC NORTHAMPTON
    46 BRIDGE STREET
    NORTHAMPTON,MA01060     		N/A PUBLIC DONATION 100
    HISTORIC RED HOOK
    PO BOX 397
    RED HOOK,NY12571     		N/A PUBLIC HISTORIC MARKER GRANT 1,164
    HISTORIC SALEM COURTHOUSE PRESERVATION
    58 EAST BROADWAY PO BOX 140
    SALEM,NY12865     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    HOSPICE FOUNDATION OF CNY
    990 SEVENTH NORTH STREET
    LIVERPOOL,NY13088     		N/A PUBLIC DONATION 500
    JOHNSBURG HISTORICAL SOCIETY
    PO BOX 144
    WEVERTOWN,NY12886     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    LEON HISTORICAL SOCIETY
    PO BOX 173
    E RANDOLPH,NY14730     		N/A PUBLIC NATIONAL REGISTER PROGRAM 980
    LEUKEMIA & LYMPHOMA SOCIETY
    4053 MAPLE ROAD SUITE 105
    AMHERST,NY14226     		N/A PUBLIC LIGHT THE NIGHT 10,000
    LONG ISLAND REPUBLIC AIRPORT HISTORICAL SOCIETY
    7150 REPUBLIC AIRPORT ROOM 216
    E FARMINGDALE,NY11735     		N/A PUBLIC HISTORIC MARKER GRANT 1,164
    LYONS HERITAGE SOCIETY
    95 WATER STREET
    LYONS,NY14489     		N/A PUBLIC HISTORIC MARKER GRANT 1,164
    MANLIUS TOWN HALL
    301 BROOKLEA DRIVE
    FAYETTEVILLE,NY13066     		N/A PUBLIC HISTORIC MARKER GRANT 1,000
    MARROW NATION
    3433 CARMICHAEL STREET
    PALM HARBOR,FL34684     		N/A PUBLIC BONE MARROW DRIVE 42,970
    MARSHALL HISTORICAL SOCIETY
    PO BOX 277
    DEANSBORO,NY13328     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    MARTINSBURG HISTORICAL SOCIETY
    PO BOX 17
    MARTINSBURG,NY13404     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    MARY NELSON YOUTH DAY FOUNDATION
    2849 S SALINA STREET
    SYRACUSE,NY13205     		N/A PUBLIC DONATION 100
    MASTIC PENNINSULA HISTORICAL SOCIETY
    PO BOX 333
    MASTIC,NY11950     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    MCMAHONRYAN CHILD ADVOCACY CENTER
    610 EAST GENESEE STREET
    SYRACUSE,NY13202     		N/A PUBLIC 2014 SPONSORSHIP OF 100 HOLES FOR KIDS 1,000
    MINISINK VALLEY HISORICAL SOCIETY
    125-133 WEST MAIN STREET
    PORT JERVIS,NY12771     		N/A PUBLIC HISTORIC MARKER GRANT 2,214
    MONTEZUMA HISTORICAL SOCIETY
    PO BOX 476
    MONTEZUMA,NY13117     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    MOUNT KISCO HISTORICAL SOCIETY
    140 E MAIN ST
    MOUNT KISCO,NY10549     		N/A PUBLIC HISTORIC MARKER GRANT 1,164
    NEW WOODSTOCK REGIONAL HISTORICAL SOCIETY
    2641 RAILROAD STREET PO BOX 45
    NEW WOODSTOCK,NY13122     		N/A PUBLIC HISTORIC MARKER GRANT 2,100
    NEW YORK GENEOLOGICAL & BIOGRAPHICAL SOCIETY
    BAR BUILDING 38 WEST 44TH STREET
    NEW YORK,NY10036     		N/A PUBLIC DONATION 5,000
    NIAGARA COUNTY HISTORICANS OFFICE
    139 NIAGRA STREET
    LOCKPORT,NY14094     		N/A PUBLIC HISTORIC MARKER GRANT AND NATIONAL REGISTER PROGRAM 2,144
    NORTH EASTERN NEW YORK RAILROAD PRESERVATION
    SCOTT LAKE ROAD
    SALEM,NY12865     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    NUNDA HISTORICAL SOCIETY
    24 PORTAGE STREET
    NUNDA,NY14517     		N/A PUBLIC HISTORIC MARKER GRANT 2,100
    OLD BRUTUS HISTORICAL SOCIETY
    8943 NORTH SENECA STREET
    WEEDSPORT,NY13166     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    OLYMPIC REGIONAL DEVELOPMENT AUTHORITY
    2634 MAIN STREET
    LAKE PLACID,NY12946     		N/A PUBLIC NATIONAL REGISTER PROGRAM 980
    ONONDAGA HISTORICAL ASSOCIATION
    321 MONTGOMERY STREET
    SYRACUSE,NY13202     		N/A PUBLIC OHA MEDAL BREAKFAST 150
    ONTARIO PATHWAY INC
    PO BOX 996
    CANADAIGUA,NY14424     		N/A PUBLIC HISTORIC ROADSIDE MARKER PROGRAM 1,050
    OSWEGO TOWN HISTORICAL SOCIETY
    2320 COUNTY ROUTE 7
    OSWEGO,NY13126     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    PINE GROVE COMMUNITY CHURCH PRESERVATION SOCIETY INC
    6853 AUSTIN ROAD
    GLENFIELD,NY13343     		N/A PUBLIC NATIONAL REGISTER SIGN 980
    PINE PLAINS CEMETERY ASSOCIATION
    8686 HENRY CLAY BLVD
    CLAY,NY13041     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    PLEASANT VALLEY CEMETERY ASSOCIATION
    PO BOX 244 RESEVOIR HILL ROAD
    HAMMONDSPORT,NY14840     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    ROOSEVELT ISLAND HISTORICAL SOCIETY
    531 MAIN STREET 1704
    NEW YORK,NY10044     		N/A PUBLIC NATIONAL REGISTER PROGRAM 4,900
    SARAH'S GUEST HOUSE
    100 ROBERTS AVENUE
    SYRACUSE,NY13207     		N/A PUBLIC DONATION TO FUND STAYS FOR LEUKEMIA PATIENTS/FAMILIES 10,000
    ST JAMES EPISCOPAL CHURCH
    172 OTTAWA STREET
    LAKE GEORGE,NY12845     		N/A PUBLIC NATIONAL REGISTER PROGRAM 980
    ST LAWRENCE COUNTY HISTORICAL ASSOCIATION
    3 EAST MAIN STREET
    CANTON,NY13617     		N/A PUBLIC HISTORIC MARKER GRANT 3,150
    ST THOMAS EPISCOPAL CHURCH
    122 LIBERTY ST
    BATH,NY14810     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    STANFORD HISTORICAL SOCIETY
    PO BOX 552
    BANGALL,NY12506     		N/A PUBLIC NATIONAL REGISTER PLAQUE 440
    STORYCORP
    80 HANSON PLACE 2ND FLOOR
    BROOKLYN,NY11217     		N/A PUBLIC DONATION 100
    SUNY IT COLLEGE FOUNDATION
    100 SEYMOUR ROAD
    UTICA,NY13502     		N/A PUBLIC TULLY NEXT GENERATION SPONSOR 750
    TAYLOR HISTORICAL SOCIETY
    4332 CHENINGO-SOLON POND ROAD
    CINCINNATUS,NY13040     		N/A PUBLIC HISTORIC MARKER GRANT 2,100
    THE BUFFALO LIGHTHOUSE ASSOCIATION
    PO BOX 206
    BUFFALO,NY14240     		N/A PUBLIC NATIONAL REGISTER PROGRAM 449
    THE CHURCH AT FREETOWN
    2405 CHURCH LANE
    FREETOWN,NY13803     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    THE COLONIAL WILLIAMSBURG FOUNDATION
    310 SOUTH ENGLAND STREET
    WILLIAMSBURG,VA23185     		N/A PUBLIC DONATION 100
    THE REFORMED DUTCH CHURCH OF HYDE PARK
    4408 ALBANY POST ROAD
    HYDE PARK,NY12538     		N/A PUBLIC HISTORIC MARKER GRANT 1,164
    THE UNIVERSITY CLUB OF ALBANY FOUNDATION INC
    141 WASHINGTON AVE
    ALBANY,NY12210     		N/A PUBLIC CELEBRATION OF NYS HISTORY MONTH 1,000
    TOWN OF AMENIA
    5103 ROUTE 22
    AMENIA,NY12501     		N/A PUBLIC HISTORIC MARKER GRANT 1,164
    TOWN OF BROOKFIELD HISTORICAL SOCIETY
    10556 MAIN STREET
    BROOKFIELD,NY13314     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF BROOKHAVEN
    ONE INDEPENDENCE HILL
    FARMINGVILLE,NY11738     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF CLARENDON
    PO BOX 145
    CLARENDON,NY14429     		N/A PUBLIC NATIONAL REGISTER SIGN 980
    TOWN OF DEERPARK
    420 ROUTE 209 PO BOX 621
    HUGUENOT,NY12746     		N/A PUBLIC NATIONAL REGISTER PROGRAM AND HISTORIC MARKER GRANT 2,663
    TOWN OF DEWITT
    5400 BUTTERNUT DRIVE
    E SYRACUSE,NY13057     		N/A PUBLIC HISTORIC MARKER GRANT 1,000
    TOWN OF DIANA HISTORICAL MUSEUM
    PO BOX 216
    HARRISVILLE,NY13648     		N/A PUBLIC HISTORIC MARKER GRANT 2,100
    TOWN OF FABIUS
    PO BOX 115
    FABIUS,NY13063     		N/A PUBLIC HISTORIC MARKER GRANT 1,164
    TOWN OF FISHKILL
    807 ROUTE 52
    FISHKILL,NY12524     		N/A PUBLIC NATIONAL REGISTER PLAQUE 440
    TOWN OF FORT ANN
    80 GEORGE STREET
    FORT ANN,NY12827     		N/A PUBLIC NATIONAL REGISTER PROGRAM 980
    TOWN OF FRANKLINVILLE
    11 PARK SQUARE
    FRANKLINVILLE,NY14737     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF HYDE PARK HISTORICAL SOCIETY
    PO BOX 182
    HYDE PARK,NY12538     		N/A PUBLIC HISTORIC MARKER GRANT 1,164
    TOWN OF JERUSALEM
    3816 ITALY HILL ROAD
    BRANCHPORT,NY14418     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF LAKE GEORGE
    PO BOX 392
    LAKE GEORGE,NY12845     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF MACEDON HISTORIANS OFFICE
    30 MAIN STREET
    MACEDON,NY14502     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF MIDDLESEX
    1216 ROUTE 245 PO BOX 147
    MIDDLESEX,NY14507     		N/A PUBLIC NATIONAL REGISTER PLAQUE 449
    TOWN OF MORIAH HISTORICAL SOCIETY
    34 PARK PLACE
    PORT HENRY,NY12974     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF PERRY
    22 SOUTH MAIN STREET
    PERRY,NY14530     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF PITCHER
    156 PITCHER SPRINGS ROAD
    PITCHER,NY13136     		N/A PUBLIC NATIONAL REGISTER PROGRAM 1,960
    TOWN OF VESTAL
    605 VESTAL PARKWAY WEST
    VESTAL,NY13850     		N/A PUBLIC HISTORIC MARKER GRANT AND NATIONAL REGISTER PROGRAM 3,308
    TOWN OF WESTMORELAND
    STATION ROAD
    WESTMORELAND,NY13490     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    TOWN OF WOODSTOCK
    45 CORNEAU DRIVE
    WOODSTOCK,NY12498     		N/A PUBLIC NATIONAL REGISTER PROGRAM 1,094
    TRI-STATES RAILWAY PRESERVATION SOCIETY
    PO BOX 4611
    PORT JERVIS,NY12771     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    VILLAGE OF CLINTON
    PO BOX 242
    CLINTON,NY13323     		N/A PUBLIC NATIONAL REGISTER PROGRAM 980
    VILLAGE OF FORT PLAIN
    168 CANAL STREET
    FORT PLAIN,NY13339     		N/A PUBLIC HISTORIC MARKER GRANT 3,150
    VILLAGE OF ST JOHNSVILLE
    16 WASHINGTON STREET
    ST JOHNSVILLE,NY13452     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    VILLAGE OF TRUMANSBURG
    56 E MAIN STREET
    TRUMANSBURG,NY14886     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    VILLAGE OF WALDEN
    1 MUNICIPAL SQUARE
    WALDEN,NY12586     		N/A PUBLIC HISTORIC MARKER GRANT 4,428
    WCNY
    415 W FAYETTE STREET
    SYRACUSE,NY13204     		N/A PUBLIC ERIE CANAL VIDEO AND UNDERWRITE THE EMPEROR OF ALL MALADIES 14,275
    WEEDSPORT FIRST BAPTIST CHURCH
    2707 LIBERTY STREET
    WEEDSPORT,NY13166     		N/A PUBLIC NATIONAL REGISTER PROGRAM 980
    WEST SENECA HISTORICAL SOCIETY
    919 WEST MILL ROAD
    WEST SENECA,NY14224     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    WESTCHESTER COUNTY HISTORICAL SOCIETY
    2199 SAW MILL RIVER ROAD
    ELMSFORD,NY10523     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    WESTERN NEW YORK RAILWAY HISTORICAL SOCIETY
    PO BOX 416
    BUFFALO,NY14231     		N/A PUBLIC NATIONAL REGISTER SIGN AND PLAQUE 1,429
    WILLSBORO HERITAGE SOCIETY
    6 GILLILAND LANE
    WILLSBORO,NY12996     		N/A PUBLIC HISTORIC MARKER GRANT 1,050
    WVBE-FM
    5009 SOUTH HULEN
    LYNCHBURG,VA76132     		N/A PUBLIC BONE MARROW DRIVE 2,650
    Total .................................bullet 3a 1,074,643
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 37,218  
    4 Dividends and interest from securities....     14 347,008  
    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 .............     		    18 455,475  
    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 -17,287  
    bUNITED STATES NATURAL GAS FUND LP     14 -7,425  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 814,989 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13814,989
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    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
    2014
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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

    		$4,237,830


    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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 $ 1,837,830 2014-12-30
    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    THE WILLIAM G POMEROY FOUNDATION
          		Employer identification number

    20-6572301
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. 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) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,365 4,024   1,341

    TY 2014 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 168,423 168,423
    E M C CORP MASS 101,116 101,116
    GENERAL ELECTRIC CO 166,782 166,782
    INTL BUSINESS MACH 352,968 352,968
    MICROSOFT CORP 385,535 385,535
    NETWORK APPLIANCE CORP 70,465 70,465
    PC CONNECTION INC 18,413 18,413
    POWERSHARES QQQ 1,228,675 1,228,675
    SPDR S&P 500 ETF TRUST UNIT SER 1 S&P 1,048,254 1,048,254
    SECTOR SPDR TR SHS BEN INT FINANCIAL 197,840 197,840
    SYMANTEC CORP 5,747 5,747
    VERIZON COMMUNICATIONS 93,560 93,560
    WALMART STORES 180,348 180,348
    FIDELITY INT'L DISCOVERY 465,197 465,197
    FIDELITY LATIN AMERICA 144,725 144,725
    FIDELITY SMALL CAP STOCK 181,170 181,170
    FIDELITY BLUE CHIP 713,398 713,398
    FIDELITY SMALL CAP VALUE 871,764 871,764
    FIDELITY SELECT TECHNOLOGY 362,332 362,332
    FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT 65,906 65,906
    FIDELITY SELECT TELECOMM 28,261 28,261
    FIDELITY PURITAN 263,199 263,199
    FIDELITY SELECT SOFTWARE & COMPUTER 648,223 648,223
    FIDELITY EXPORT 955,188 955,188
    FIDELITY VALUE 833,522 833,522
    VENTAS INC 329,820 329,820
    ALLSCRIPTS HEALTHCARE SOLUTIONS 24,263 24,263
    AMAZON.COM, INC. 465,525 465,525
    EBAY, INC. 420,900 420,900
    ENTERPRISE GP HOLDINGS LP 351,938 351,938
    EXXON MOBIL CORP. 295,840 295,840
    MCDONALDS CORP. 46,850 46,850
    FIDELITY HIGH INCOME 1,194,990 1,194,990
    EXELON CORP 74,049 74,049
    ISHARES TRUST S&P SMALLCAP 600 INDEX FD 513,270 513,270
    SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 1,156,768 1,156,768
    TOYOTA MOTOR CORP ADR-EACH REP 2 ORD 112,932 112,932
    DU PONT E I DE NEMOURS & CO 147,880 147,880
    FORD MTR CO DEL COM 169,368 169,368
    INTEL CORP 217,740 217,740
    SPRINT NEXTEL CORP FON SHS 2,170 2,170
    STURM RUGER & CO INC 38,093 38,093
    CVS CAREMARK CORP 385,240 385,240
    COMMUNITY BK SYS INC 41,943 41,943
    COSTCO WHOLESALE CORP 184,275 184,275
    DISNEY WALT CO 47,095 47,095
    DIRECTV COM 60,690 60,690
    ISHARES TRANSPORTATION AVERAGE ETF 278,919 278,919
    JPMORGAN CHASE & CO 62,580 62,580
    LOEWS CORP 46,222 46,222
    METLIFE INC COM 200,133 200,133
    NBT BANCORP INC 91,525 91,525
    PROCTER & GAMBLE CO 18,218 18,218
    RESMED INC 235,452 235,452
    ROYAL CARIBBEAN CRUISES COM 609,982 609,982
    SECTOR SPDR TR SHS BEN INT ENERGY 197,900 197,900
    SELECT SECTOR SPDR TR HEALTH CARE FOREMERLY CONSUMER SVCS 211,978 211,978
    TJX COMPANIES INC 452,628 452,628
    UNITED STATES NATURAL GAS FUND LP UNIT 22,155 22,155
    UNITEDHEALTH GROUP 252,725 252,725
    YAHOO INC 20,204 20,204
    FIDELITY CONSERVATIVE INCOME BOND 3,018,392 3,018,392
    AMERICAN EXPRESS CO 18,608 18,608
    CARNIVAL CORP PAIRED 31,731 31,731
    ISHARES GLOBAL INFRASTRUCTURE 21,075 21,075
    JETBLUE AWYS CORP 274,378 274,378

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    US Government Securities - End of Year Book Value:

    1,418,615
    US Government Securities - End of Year Fair Market Value:

    1,418,615
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2014 LegalFeesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 550 0   550


    TY 2014 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 639 639 639


    TY 2014 OtherDecreasesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    Description Amount
       


    TY 2014 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 934 467   467
    MISCELLANEOUS EXPENSES 2,131 0   2,131
    OUTSIDE SERVICES 4,500 0   4,500


    TY 2014 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. -17,287 -17,287 -17,287
    UNITED STATES NATURAL GAS FUND LP -7,425 -7,425 -7,425


    TY 2014 OtherIncreasesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN: 20-6572301
    Description Amount
       


    TY 2014 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 8,446 0   0
    NYS FILING FEE 750 0   750
    FOREIGN TAX PAID 1,530 1,530   0