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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE WILLIAM G POMEROY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)492 E BRIGHTON AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SYRACUSE, NY13210
A Employer identification number

20-6572301
B Telephone number (see instructions)

(315) 913-4060
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$88,641,771
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 225,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 32,120 32,120  
4 Dividends and interest from securities... 1,009,001 1,009,001  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,123,483
b Gross sales price for all assets on line 6a 1,149,131
7 Capital gain net income (from Part IV, line 2)... 1,123,483
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)....... -21,324 -21,324  
12 Total. Add lines 1 through 11........ 2,368,280 2,143,280  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 154,585 0   154,585
14 Other employee salaries and wages...... 174,764 0   174,764
15 Pension plans, employee benefits....... 37,888 0   37,888
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 28,409 6,682   21,727
c Other professional fees (attach schedule).... 5,749 0   5,749
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 35,106 4,508   30,598
19 Depreciation (attach schedule) and depletion... 761 0  
20 Occupancy.............. 1,451 0   1,451
21 Travel, conferences, and meetings....... 878 0   878
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 99,983 108   99,875
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 539,574 11,298   527,515
25 Contributions, gifts, grants paid....... 2,895,774 2,895,774
26 Total expenses and disbursements. Add lines 24 and 25 3,435,348 11,298   3,423,289
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,067,068
b Net investment income (if negative, enter -0-) 2,131,982
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 11,141,310 8,508,285 8,508,285
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) 1,417,895 Click to see attachment1,657,256 1,657,256
b Investments—corporate stock (attach schedule)....... 61,557,412 Click to see attachment78,475,565 78,475,565
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 bullet16,947
Less: accumulated depreciation (attach schedule) bullet16,282 1,426 Click to see attachment665 665
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 74,118,043 88,641,771 88,641,771
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 74,118,043 88,641,771
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 74,118,043 88,641,771
30 Total liabilities and net assets/fund balances (see instructions). 74,118,043 88,641,771
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
74,118,043
2
Enter amount from Part I, line 27a .....................
2
-1,067,068
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
15,590,843
4
Add lines 1, 2, and 3 ..........................
4
88,641,818
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
47
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
88,641,771
Form 990-PF (2020)
Form 990-PF (2020)
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 NATIONAL FINANCIAL SERVICES LLC - 2784 P    
b ENTERPRISE PRODUCTS PARTNERS LP P    
c CAPITAL GAINS DIVIDENDS P    
d
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 116,000   25,080 90,920
b     568 -568
c 1,033,131     1,033,131
d
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       90,920
b       -568
c       1,033,131
d
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 1,123,483
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 29,635
c All other domestic foundations enter 1.39% 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 29,635
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 29,635
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 28,429
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 37,429
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,794
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet7,794 RefundedBullet 11 0
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? See the 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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructionsClick to see attachment.................
    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) 913-4060

    Located atbullet492 E BRIGHTON AVESYRACUSENY ZIP+4bullet13210
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    10.00
    0 0 0
    492 E BRIGHTON AVE
    SYRACUSE,NY13210
    SANDRA POMEROY TRUSTEE
    2.00
    0 0 0
    492 E BRIGHTON AVE
    SYRACUSE,NY13210
    PAULA MILLER EXECUTIVE DIRECTOR
    36.00
    87,941 14,598 0
    492 E BRIGHTON AVE
    SYRACUSE,NY13210
    DERYN POMEROY DIRECTOR OF STRATEGIC INIT
    40.00
    66,644 6,259 0
    492 E BRIGHTON AVE
    SYRACUSE,NY13210
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    66,412,941
    b
    Average of monthly cash balances.......................
    1b
    10,333,361
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    76,746,302
    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
    76,746,302
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,151,195
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    75,595,107
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,779,755
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,779,755
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    29,635
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    29,635
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,750,120
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,750,120
    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
    3,750,120
    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
    3,423,289
    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
    3,423,289
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,423,289
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 3,750,120
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 3,402,845
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,423,289
    a Applied to 2019, but not more than line 2a 3,402,845
    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 2020 distributable amount..... 20,444
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    3,729,676
    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
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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:
    DERYN POMEROY
    492 E BRIGHTON AVE
    SYRACUSE,NY13210
    (315) 913-4060
    DERYN@WGPFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS MUST BE SUBMITTED ONLINE AT WWW.WGPFOUNDATION.ORG
    cAny submission deadlines:
    SUBMISSION DEADLINES VARY, REFER TO THE GUIDELINES AT WWW.WGPFOUNDATION.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTIONS AND LIMITATIONS VARY, REFER TO WWW.WGPFOUNDATION.ORG
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    1814 COMMEMORATION INC
    64 SUNNYSIDE ROAD
    PLATTSBURGH,NY129017301
      PC A VIRTUAL COMMEMORATION OF THE 1814 BATTLE OF PLATTSBURGH 3,160
    1901 BUILDING GROUP
    129 NORTH QUEEN STREET
    KINSTON,NC28501
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    A CAPELA DO SANTO ANTONIO INC AKA ST ANTHONY CHAPEL FOUNDATION
    35 HENRY STREET
    NEW LONDON,CT06320
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    AE CRANDALL HOOK AND LADDER CO INC
    4 SOUTH MAIN STREET
    ALFRED STATION,NY14802
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    ABC STREETS NEIGHBORHOOD ASSOCIATION
    51 CALUMET STREET
    ROCHESTER,NY14610
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    ADIRONDACK LAKES CENTER FOR THE ARTS
    PO BOX 205
    BLUE MOUNTAIN LAKE,NY12812
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    ALABAMA FOLKLIFE ASSOCIATION
    PO BOX 4697
    MONGTOMERY,AL36103
      PC 2020 LEGENDS & LORE PROGRAM 1,400
    ALL SAINTS' MEMORIAL CHURCH
    674 WESTMINSTER STREET
    PROVIDENCE,RI02903
      PC 2020 NATIONAL REGISTER PROGRAM 292
    ALLEGHENY CEMETERY HISTORICAL ASSOCIATION
    4734 BUTLER STREET
    PITTSBURGH,PA15201
      PC 2020 NATIONAL REGISTER PROGRAM 292
    AMERICAN LEGION POST 57
    158 SETTLES MT ROAD
    COBLESKILL,NY12043
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    AMERICAN RED CROSS
    344 WEST GENESEE STREET
    SYRACUSE,NY13202
      PC GENERAL SUPPORT 1,000
    ANDERSON FALLS HERITAGE SOCIETY
    96 CLINTON STREET
    KEESEVILLE,NY12944
      PC 2020 NYS HISTORIC MARKER PROGRAM 4,440
    ANN NORTON SCULPTURE GARDENS
    253 BARCELONA ROAD
    WEST PALM BEACH,FL33401
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    ASSOCIATION FOR PUBLIC HISTORIANS OF NEW YORK STATE
    PO BOX 668
    WAMPSVILLE,NY13163
      PC 2020 VIRTUAL CONFERENCE SPONSORSHIP 1,000
    ATHENS BRICK MEETINGHOUSE
    56 BROOKLINE ROAD
    ATHENS,VT05143
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    AUGLAIZE COUNTY HISTORICAL SOCIETY
    206 W MAIN STREET
    WAPAKONETA,OH45895
      PC 2020 NATIONAL REGISTER PROGRAM 2,280
    BE THE MATCH FOUNDATION
    500 NORTH 5TH STREET
    MINNEAPOLIS,MN554011206
      PC UNRESTRICTED GIFT FOR THE BE THE MATCH FOUNDATION, BE THE MATCH GALA, GENERAL FUNDING, CHALLENGE CRISIS GRANT 300,000
    BMT INFONET
    1548 OLD SKOKIE ROAD UNIT 1
    HIGHLAND PARK,IL60035
      PC 2021 CELEBRATING A SECOND CHANCE AT LIFE VIRTUAL SURVIVORSHIP SYMPOSIUM 20,000
    BRIDGEWATER HISTORICAL SOCIETY
    1 WARNERS ROAD
    BRIDGEWATER,CT06752
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    CAIRO HISTORICAL SOCIETY
    PO BOX 803
    CAIRO,NY12413
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    CALVERT VAUX PRESERVATION ALLIANCE
    PO BOX 213
    STAATSBURG,NY12580
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    CANAL SOCIETY OF NEW YORK STATE
    PO BOX 303
    PORT BRYSON,NY13410
      PC ERIE CANAL HERITAGE PARK WAYSIDE SIGNAGE 5,300
    CANASTOTA PUBLIC LIBRARY
    102 WEST CENTER STREET
    CANASTOTA,NY13032
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    CARINGBRIDGE
    PO BOX 6032
    ALBERT LEA,MN560079854
      PC GENERAL SUPPORT 10,000
    CARTERET COUNTY OPTIMIST CLUB
    209 ARENDELL STREET
    MOREHEAD CITY,NC28557
      PC 2020 HISTORIC CANAL MARKER PROGRAM 1,140
    CATHEDRAL BASILICA OF ST PETER IN CHAINS
    325 W 8TH STREET
    CINCINNATI,OH45202
      PC 2020 NATIONAL REGISTER PROGRAM 292
    CENTER FOR COLLECTIONS CARE
    700 COLLEGE STREET
    BELOIT,WI53511
      PC ACCESSIBLE PRESERVATION TRAINING FOR SMALL HISTORY MUSEUM PROFESSIONALS 5,200
    CENTER FOR LOUISIANA STUDIES AT UNIVERSITY OF LOUISIANA
    104 E UNIVERSITY AVE
    LAFAYETTE,LA70504
      PC 2020 LEGENDS & LORE PROGRAM 1,000
    CENTER STREET CEMETERY ASSOCIATION INC
    1 CENTER STREET
    WALLINGFORD,CT06492
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    CENTRAL BRIDGE CIVIC ASSOCIATION
    PO BOX 173
    CENTRAL BRIDGE,NY12035
      PC 2020 NYS HISTORIC MARKER PROGRAM 2,200
    CENTRAL NEW YORK COMMUNITY FOUNDATION
    431 EAST FAYETTE STREET SUITE 100
    SYRACUSE,NY13202
      PC CONTRIBUTION, COVID-19 COMMUNITY SUPPORT FUND 1,645,000
    CENTRAL SCHOOL PRESERVATION
    211 SOUTH CENTER STREET
    LAKE CITY,IA51449
      PC 2020 NATIONAL REGISTER PROGRAM 292
    CHADDS FORD HISTORICAL SOCIETY
    1736 CREEK ROAD
    CHADDS FORD,PA19317
      PC 2020 NATIONAL REGISTER PROGRAM 292
    CHENANGO COUNTY HISTORICAL SOCIETY
    45 REXFORD STREET
    NORWICH,NY13815
      PC GIVING TUESDAY MATCHING GRANT 2,500
    CHESTER HISTORICAL SOCIETY
    47 MAIN STREET
    CHESTER,NY10918
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    CITY OF EUNICE
    114 SOUTH SECOND STREET
    EUNICE,LA70535
      PC 2020 NATIONAL REGISTER PROGRAM, 2020 LEGENDS & LORE PROGRAM 2,872
    CITY OF HAWTHORNE
    6875 SE 221ST STREET
    HAWTHORNE,FL14760
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    CITY OF OLEAN
    101 E STATE STREET
    OLEAN,NY14760
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    CITY OF OSWEGO
    13 WEST ONEIDA STREET
    OSWEGO,NY13126
      PC 2020 NATIONAL REGISTER PROGRAM 292
    CITY OF PHILIPPI
    13 MUSEUM STREET
    PHILIPPI,WV26416
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    CITY OF PITTSFIELD
    70 ALLEN STREET
    PITTSFIELD,MA01201
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    CITY OF RENSSELAER
    62 WASHINGTON STREET
    RENSSELAER,NY12144
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    CITY OF SHELBY
    43 W MAIN STREET
    SHELBY,OH44875
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    CLIFTON SPRINGS HISTORICAL SOCIETY
    PO BOX 112 9 EAST MAIN STREET
    CLIFTON SPRINGS,NY14432
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    CLINTON COUNTY HISTORICAL ASSOCIATION
    98 OHIO AVENUE
    PLATTSBURGH,NY12903
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    COLUMBIA COUNTY AGRICULTURAL SOCIETY
    PO BOX 257 32 CHURCH STREET
    CHATHAM,NY12037
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    COLUMBIA-MID HUDSON VALLEY SAR CHAPTER
    57 BOULEVARD KNOLLS
    POUGHKEEPSIE,NY126013743
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    COMMUNITY IMPROVEMENT ASSOCIATION OF SEMINOLE COUNTY INC
    1101 PINE AVENUE
    SANFORD,FL32771
      PC 2020 NATIONAL REGISTER PROGRAM 292
    COMMUNITY PARTNERSHIPS RC&D
    23 NORTH MAIN STREET
    LEWISTOWN,PA17044
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    CONCORDIA FOUNDATION INC
    PO BOX 744
    BUFFALO,NY142170744
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    CONGREGATION B'NAI ISRAEL OF FLEISCHMANNS
    347 WAGNER AVE
    FLEISCHMANNS,NY12430
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    CONNECTICUT HISTORICAL SOCIETY
    1 ELIZABETH ST
    HARTFORD,CT06105
      PC 2020 LEGENDS & LORE PROGRAM 100
    CONNECTICUT LEAGUE OF HISTORY ORGANIZATIONS
    1615 STANLEY STREET
    NEW BRITAIN,CT06050
      PC MATCHING GRANT FOR GIVE LOCAL 2020 FUNDRAISER 1,000
    CONNECTICUT RADIO INFORMATION SYSTEM
    315 WINDSOR AVE
    WINDSOR,CT06095
      PC VOICES OF WOMEN'S SUFFRAGE PROJECT 10,000
    CONTOOCOOK RIVERWAY ASSOCIATION
    896 MAIN ST PO BOX 789
    CONTOOCOOK,NH03229
      PC 2020 NATIONAL REGISTER PROGRAM 292
    CORNWALL HISTORICAL SOCIETY
    183 MAIN STREET
    CORNWALL,NY12518
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    CROUSE HEALTH FOUNDATION
    736 IRVING AVENUE
    SYRACUSE,NY13210
      PC FIVE SCHOLARSHIPS FOR MAY 2020 POMEROY COLLEGE OF NURSING GRADUATES, CROUSE HEALTH TRIBUTE EVENING, COVID-19 EMERGENCY RELIEF FUND 21,000
    CROUSE HOSPITAL AUXILIARY
    736 IRVING AVENUE
    SYRACUSE,NY13210
      PC LIGHTS OF LOVE 1,000
    DANSVILLE PUBLIC LIBRARY
    200 MAIN STREET
    DANSVILLE,NY14437
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    DESTINATION CARLISLE INC
    56 W HIGH STREET
    CARLISLE,PA17013
      PC 2020 LEGENDS & LORE PROGRAM 2,280
    DODGE PRATT NORTHAM ART & COMMUNITY CENTER
    106 SCHUYLER ST
    BOONVILLE,NY13309
      PC 2020 HISTORIC CANAL MARKER PROGRAM 1,140
    EAST BLOOMFIELD HISTORICAL SOCIETY
    PO BOX 212 8 SOUTH AVENUE
    EAST BLOOMFIELD,NY14443
      PC 2020 NYS HISTORIC MARKER PROGRAM 2,280
    EAST END SEAPORT MUSEUM AND MARINE FOUNDATION
    103 3RD STREET PO BOX 624
    GREENPORT,NY11944
      PC PROFESSIONAL DEVELOPMENT GRANT 1,000
    ESSSAR BINGHAMTON CHAPER
    160 HILLSIDE TERRACE
    ENDWELL,NY13760
      PC 2020 NYS HISTORIC MARKER PROGRAM 3,300
    ESSSAR THOUSAND ISLANDS CHAPTER
    48099 HIBBARD POINT EXT BOATHOUSE
    REDWOOD,NY13679
      PC 2020 NYS HISTORIC MARKER PROGRAM 5,500
    FAYETTEVILLE-OWAHGENA CHAPTER OF THE NSDAR
    749 STINARD AVE
    SYRACUSE,NY13207
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    FIRELANDS HISTORICAL SOCIETY
    4 CASE AVE
    NORWALK,OH44857
      PC BUSINESS LIFE MEMBERSHIP 1,000
    FLAGLER COUNTY HISTORICAL SOCIETY INC
    PO BOX 87 204 E MOODY BLVD
    BUNNELL,FL32110
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    FLY CREEK AREA HISTORICAL SOCIETY
    PO BOX 87 CEMETERY ROAD
    FLY CREEK,NY13337
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    FORT PLAIN MUSEUM
    389 CANAL STREET
    FORT PLAIN,NY13339
      PC ACQUISITION OF JOHN JASOWITZ COLLECTION 4,000
    FRIENDS OF POMHAM ROCKS LIGHTHOUSE
    PO BOX 15121
    RIVERSIDE,RI02812
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    FRIENDS OF SALT POINT LIMITED
    535 LANSING STATION ROAD
    LANSING,NY14882
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    FRIENDS OF TACONIC STATE PARK
    PO BOX 222
    COPAKE FALLS,NY12517
      PC PROFESSIONAL DEVELOPMENT GRANT 1,000
    FRIENDS OF THE OLDE STONE HOUSE VILLAGE
    PO BOX 138
    GRENLOCH TERRACE,NJ08032
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    FULTON COUNTY HISTORICAL SOCIETY
    237 KINGSBORO AVE
    GLOVERSVILLE,NY12078
      PC PROFESSIONAL DEVELOPMENT GRANT 1,000
    GENESEE COUNTY HISTORY DEPARTMENT
    3837 WEST MAIN STREET
    BATAVIA,NY14020
      PC 2020 LEGENDS & LORE PROGRAM 975
    GEOGRAPHICAL CENTER HISTORICAL SOCIETY
    102 HWY 2 SE SUITE A
    RUGBY,ND58368
      PC VISITOR EXPERIENCE IMPROVEMENT PROJECT 3,000
    GIRL SCOUTS OF PENN PATHWAYS INC
    8170 THOMPSON ROAD
    CICERO,NY13030
      PC CONTRIBUTION 6,000
    GLENSIDE CEMETERY INC
    6059 AUBURN ST MILL ST
    WOLCOTT,NY14590
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    GLENWOOD CEMETERY
    325 GLENWOOD AVE
    LOCKPORT,NY14094
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    GREEN GABLES AT HISTORIC RIVERVIEW VILLAGE INC
    PO BOX 1086
    MELBOURNE,FL32901
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    GREENLAWN-CENTERPORT HISTORICAL ASSOCIATION
    PO BOX 354
    GREENLAWN,NY11740
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    GUSTAV STICKLEY HOUSE FOUNDATION INC
    226 TEAL AVE 6017
    SYRACUSE,NY13217
      PC PHASE II RESTORATION SUPPORT, 2020 NATIONAL REGISTER PROGRAM, CAPITAL CAMPAIGN KICK OFF SPONSORSHIP 50,709
    HALF-SHIRE HISTORICAL SOCIETY
    85 LAKE STREET
    PULASKI,NY13142
      PC GENEALOGY RESEARCH ROOM MATCHING GRANT 5,000
    HAVERSTRAW AFRICAN AMERICAN CONNECTION
    PO BOX 756 39 CLINTON ST
    HAVERSTRAW,NY10927
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    HISTORIC BROOKVILLE INC
    19 CHERRY ALLEY
    BROOKVILLE,PA15825
      PC 2020 NATIONAL REGISTER PROGRAM 2,200
    HISTORIC MOBILE PRESERVATION SOCIETY
    300 OAKLEIGH PLACE
    MOBILE,AL36604
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    HISTORIC NORTHAMPTON
    46 BRIDGE STREET
    NORTHAMPTON,MA01060
      PC HISTORIC NORTHAMPTON WEBSITE RE-DESIGN & LAUNCH AND REPAIR OF THE SHEPHERD HOUSE (1796) PORCH 21,250
    HISTORIC PALMYRA
    132 MARKET STREET
    PALMYRA,NY14522
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    HISTORIC SARANAC LAKE
    89 CHURCH STREET SUITE 2
    SARANAC LAKE,NY12983
      PC DIGITIZING DIFFICULT OBJECTS 1,846
    HISTORICAL SOCIETY OF ELBA
    PO BOX 24 MAPLE AVE EXTENSION
    ELBA,NY14058
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    HISTORICAL SOCIETY OF HILLTOWN TOWNSHIP (PA)
    PO BOX 79
    HILLTOWN,PA189270079
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    HOOPER-PATTERSON CEMETERY RESTORATION INC
    1104 PARK MANOR BLVD
    ENDWELL,NY13760
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    HOOSICK TOWNSHIP HISTORICAL SOCIETY
    PO BOX 536 166 MAIN ST
    HOOSICK FALLS,NY12090
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    HOWLAND STONE STORE MUSEUM
    PO BOX 124
    AURORA,NY13026
      PC PROFESSIONAL DEVELOPMENT GRANT 1,000
    HUBBARD HALL CENTER FOR THE ARTS AND EDUCATION
    25 EAST MAIN ST
    CAMBRIDGE,NY12816
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    IDAHO COMMISSION ON THE ARTS
    2410 OLD PENITENTIARY RD
    BOISE,ID83712
      PC 2020 LEGENDS & LORE PROGRAM 200
    IRISH AMERICAN HERITAGE MUSEUM
    21 QUACKENBUSH SQUARE
    ALBANY,NY12207
      PC PROFESSIONAL DEVELOPMENT GRANT 1,000
    ISCHUA VALLEY HISTORICAL SOCIETY
    PO BOX 153
    FRANKLINVILLE,NY14737
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    JAMESTOWN HISTORICAL SOCIETY
    PO BOX 156
    JAMESTOWN,RI02835
      PC 2020 NATIONAL REGISTER PROGRAM 292
    JEFFERSON HISTORICAL SOCIETY
    PO BOX 143 163 MAIN STREET
    JEFFERSON,NY12093
      PC PROFESSIONAL DEVELOPMENT GRANT 1,000
    JOHN BROWN LIVES
    PO BOX 357 7176 ROUTE 9N
    WESTPORT,NY12993
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    JOHN GREEN PRESERVATION COILITION
    PO BOX 378
    NYACK,NY10960
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    JOHNSBURG HISTORICAL SOCIETY
    PO BOX 144
    WEVERTOWN,NY128860144
      PC 2020 NYS HISTORIC MARKER PROGRAM 3,420
    KING COUNTY HISTORIC PRESERVATION PROGRAM
    201 S JACKSON 700
    SEATTLE,WA98104
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    KINGSBURY CEMETERY CO LOIS SULLIVAN
    16 OLD CRONIN ROAD
    QUEENSBURY,NY12804
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    LANCASTER NY HISTORICAL SOCIETY
    40 CLARK STREET
    LANCASTER,NY14086
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    LAWNSIDE HISTORICAL SOCIETY
    PO BOX 608
    LAWNSIDE,NJ08045
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    LAWRENCE COUNTY HISTORY AND PRESERVATION SOCIETY
    PO BOX 343
    MOULTON,AL35650
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    LE VIEUX PRESBYTERE
    205 RUE IRY LEJEUNE
    CHURCH POINT,LA70525
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    LEESPORT LOCK HOUSE FOUNDATION
    27 EAST WALL ST PO BOX 231
    LEESPORT,PA19533
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    LEUKEMIA & LYMPHOMA SOCIETY
    4053 MAPLE ROAD SUITE 105
    AMHERST,NY14226
      PC LIGHT THE NIGHT 7,500
    LEWIS COUNTY HISTORICAL SOCIETY
    7552 S STATE STREET PO BOX 446
    LOWVILLE,NY13367
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    LITTLE NINE PARTNERS HISTORICAL SOCIETY
    PO BOX 243
    PINE PLAINS,NY12567
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    LIVINGSTON COUNTY HISTORIAN
    5 MURRAY HILL DRIVE
    MT MORRIS,NY14510
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    LOCKPORT AREA GENEALOGICAL AND HISTORICAL SOCIETY
    8204 W EVERGREEN DRIVE
    FRANKFORT,IL60423
      PC 2020 HISTORIC CANAL MARKER PROGRAM 1,100
    LOMBARD PARK DISTRICT
    227 W PARKSIDE AVE
    LOMBARD,IL60148
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    LONGHOUSE COUNCIL BOY SCOUTS OF AMERICA
    2803 BREWERTON ROAD
    SYRACUSE,NY13211
      PC TECHNOLOGY UPDATES FOR WILLIAM HILLCOURT SCOUT MUSEUM & CARSON BUCK MEMORIAL LIBRARY 4,365
    MAKE-A-WISH CENTRAL NEW YORK
    5005 CAMPUSWOOD DRIVE
    EAST SYRACUSE,NY13057
      PC WISH SPONSOR 10,000
    MANCHESTER HISTORICAL SOCIETY
    PO BOX 363
    MANCHESTER,VT05254
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    MARION HISTORIC ASSOCIATION
    PO BOX 330 3794 SOUTH MAIN ST
    MARION,NY14505
      PC 2020 NYS HISTORIC MARKER PROGRAM, PROFESSIONAL DEVELOPMENT GRANT 5,560
    MASTIC PENNINSULA HISTORICAL ASSOCIATION
    PO BOX 333
    MASTIC,NY11950
      PC 2020 NYS HISTORIC MARKER PROGRAM 2,240
    MCCLURE ARCHIVES AND UNIVERSITY MUSEUM UCM
    KIRKPATRICK LIBRARY 1470 UNIVERSITY
    OF CENTRAL MISSOURI
    WARRENSBURG,MO64093
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    MEREDITH HISTORICAL SOCIETY
    PO BOX 26
    MERIDALE,NY13806
      PC 2020 NYS HISTORIC MARKER PROGRAM 2,240
    MID ISLAND Y JCC
    45 MANETTO HILL ROAD
    PLAINVIEW,NY11803
      PC 2020 HISTORIC MARKER PROGRAM 1,100
    MINERVA HISTORICAL SOCIETY
    1384 COUNTY ROUTE 29
    OLMSTEDVILLE,NY12857
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    MISSOURI FOLK ARTS PROGRAM
    115 BUS LOOP 70W
    COLUMBIA,MO65211
      PC 2020 LEGENDS & LORE PROGRAM 200
    MT LAUREL HISTORICAL SOCIETY
    18 EVERGREEN RD
    MT LAUREL,NJ08054
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    MT PEACE CEMETERY ASSOCIATION INC
    207 JOHN F KENNEDY BLVD
    LAWNSIDE,NJ08045
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    MUSEUM ASSOCIATION OF NEW YORK
    265 RIVER STREET
    TROY,NY12180
      PC POMEROY FUND FOR NYS HISTORY 177,800
    NATIONAL COAL HERITAGE AREA AUTHORITY
    PO BOX 15
    OAK HILL,WV25901
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    NATIONAL COLLABORATIVE FOR WOMEN'S HISTORY SITES
    PO BOX 1376
    MOUNT LAUREL,NJ08054
      PC 2020 WOMEN'S SUFFRAGE HISTORIC MARKER PROGRAM 59,475
    NATURAL RESOURCES TRUST OF MANSFIELD
    255 FRUITE STREET
    MASNFIELD,MA02048
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    NEW YORK FOLKLORE SOCIETY
    129 JAY STREET
    SCHENECTADY,NY12305
      PC COVID-19 RELIEF FOR FOLK AND TRADITIONAL ARTISTS, 2020 LEGENDS & LORE PROGRAM 5,700
    NEW YORK GENEOLOGICAL & BIOGRAPHICAL SOCIETY
    36 WEST 44TH STREET 7TH FLOOR
    NEW YORK,NY10036
      PC UPSTATE INITIATIVE 25,000
    NEW YORK STATE ARCHIVES PARTNERSHIP TRUST
    9C49 CULTURAL EDUCATION CENTER
    ALBANY,NY12230
      PC NEW YORK ARCHIVES MAGAZINE 2,000
    NIAGARA FRONTIER CHAPTER NRHS INC
    111 OLIVER STREET PO BOX 1043
    NORTH TONAWANDA,NY14120
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    NORTH CAROLINA FOLKLIFE INSTITUTE
    PO BOX 61222
    DURHAM,NC27715
      PC 2020 LEGENDS & LORE PROGRAM 400
    NORTH SHORE JEWISH CENTER
    385 OLD TOWN ROAD
    PORT JEFFERSON STATION,NY11776
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    NSDAR COL BIGELOW LAWRENCE CHAPTER
    628 CROW HILL ROAD
    SKANEATELES,NY13152
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    OGDENSBURG PUBLIC LIBRARY
    312 WASHINGTON ST
    OGDENSBURG,NY13669
      PC 2020 LEGENDS & LORE PROGRAM 1,100
    OHIO HISTORY CONNECTION
    800 EAST 17TH AVENUE
    COLUMBUS,OH43211
      PC 2020 OHIO HISTORICAL MARKERS PROGRAM 29,320
    ONONDAGA HISTORICAL ASSOCIATION
    321 MONTGOMERY STREET
    SYRACUSE,NY13202
      PC COVID-19 FUND, NOTORIOUS" GLORIOUS SPONSORSHIP 3,575
    PACNY
    930 JAMES STREET
    SYRACUSE,NY13203
      PC GENERAL SUPPORT 300
    PICKENS COUNTY ALABAMA COMMISSION
    PO BOX 271
    CARROLLTON,AL35447
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    PLATTEKILL HISTORICAL PRESERVATION SOCIETY
    25 PRITCHARD CT
    FISHKILL,NY12524
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    PORTER-PHELPS-HUNTINGTON FOUNDATION INC
    130 RIVER DRIVE
    HADLEY,MA01035
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    POTLATCH HISTORICAL SOCIETY
    PO BOX 5
    POTLATCH,ID83855
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    POTSDAM PUBLIC MUSEUM
    2 PARK STREET PO BOX 5168
    POTSDAM,NY13676
      PC 2020 NYS HISTORIC MARKER PROGRAM 2,240
    PRESTON HISTORICAL SOCIETY
    123 PARKS RD
    PRESTON,CT06365
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    RALEIGH COUNTY HISTORICAL SOCIETY
    PO BOX 2
    BECKLEY,WV25802
      PC 2020 LEGENDS & LORE PROGRAM 1,100
    ROCHESTER CHAPTER SONS OF THE AMERICAN REVOLUTION
    534 HILLS POND ROAD
    WEBSTER,NY14580
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    ROCHESTER PUBLIC LIBRARY
    115 SOUTH AVE
    ROCHESTER,NY14604
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    ROOSEVELT ISLAND HISTORICAL SOCIETY
    531 MAIN STREET 1704
    NEW YORK,NY10044
      PC PROFESSIONAL DEVELOPMENT GRANT 1,000
    ROOSEVELT MEMORIAL BAPTIST CHURCH
    101 FITCH AVENUE
    AUBURN,NY13021
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    ROOT DISTRICT GAME CLUB
    PO BOX 42 987 UNION VILLAGE RD
    NORWICH,VT05055
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    ROUTE 20 ASSOCIATION OF NEW YORK STATE
    PO BOX 20
    RICHFIELD SPRINGS,NY13493
      PC 2020 LEGENDS & LORE PROGRAM, 2020 NYS HISTORIC MARKER PROGRAM, PROFESSIONAL DEVELOPMENT GRANT 4,340
    SALISBURY HISTORICAL SOCIETY
    PO BOX 412
    SALISBURY CENTER,NY13454
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    SANTIAM HERITAGE FOUNDATION
    425 N FIRST AVE PO BOX 161
    STAYTON,OR97383
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    SARAH'S GUEST HOUSE
    100 ROBERTS AVENUE
    SYRACUSE,NY13207
      PC LODGING GRANT FOR LEUKEMIA PATIENTS /FAMILIES 12,000
    SARATOGA BATTLE CHAPTER SONS OF THE AMERICAN REVOLUTION
    319 KINGS ROAD
    SCHENECTADY,NY12304
      PC 2020 NYS HISTORIC MARKER PROGRAM 6,600
    SARATOGA COUNTY
    40 MCMASTER ST
    BALLSTON SPA,NY12020
      PC 2020 NYS HISTORIC MARKER PROGRAM 2,240
    SCHOHARIE LEATHERSTOCKING CHAPTER SAR
    309 BERRY LANE
    COBLESKILL,NY12043
      PC 2020 NYS HISTORIC MARKER PROGRAM 5,500
    SCHUYLER COUNTY HISTORICAL SOCIETY
    108 NORTH CATHERINE STREET
    MONTOUR FALLS,NY14865
      PC 2020 HISTORIC CANAL MARKER PROGRAM 1,100
    SOUTHWEST NEIGHBORHOOD ASSOCIATION OF SARATOGA SPRINGS
    PO BOX 4783
    SARATOGA SPRINGS,NY12866
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    SOUTHWICK HISTORICAL SOCIETY INC
    PO BOX 323
    SOUTHWICK,MA01077
      PC 2020 HISTORIC CANAL MARKER PROGRAM 1,140
    SPENCER HISTORICAL SOCIETY
    20 CENTER STREET PO BOX 71
    SPENCER,NY14883
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    ST MARK'S EPISCOPAL CHURCH
    102 N 9TH STREET
    HAINES CITY,FL33844
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    ST PETER'S EPISCOPAL CHURCH
    36 W CAMPBELL ST
    BLAIRSVILLE,PA15717
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    STANFORD HISTORICAL SOCIETY
    PO BOX 552
    BANGALL,NY12506
      PC 2020 NATIONAL REGISTER PROGRAM 4,520
    STERLING HISTORICAL SOCIETY
    1294 STATE ROUTE 104A
    STERLING,NY131564152
      PC 1901 RAIL ROAD SIGNAL TOWER ROOF REPLACEMENT, 2020 NATIONAL REGISTER PROGRAM 2,140
    STONY KILL FOUNDATION INC
    79 FARMSTEAD LANE
    WAPPINGERS FALLS,NY12590
      PC 2020 HISTORIC MARKER PROGRAM 1,100
    SUFFOLK COUNTY VANDERBILT MUSEUM
    180 LITTLE NECK ROAD
    CENTERPORT,NY11721
      PC HISTORY HILL SIGNAGE EXHIBIT 8,392
    TAPPANTOWN HISTORICAL SOCIETY
    PO BOX 71
    TAPPAN,NY10983
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    TAYLOR HISTORICAL SOCIETY
    4332 CHENINGO-SOLON POND ROAD
    CINCINNATUS,NY13040
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    THE CENTRE FOR WOMEN
    305 S HYDE PARK AVE
    TAMPA,FL33606
      PC 2020 NATIONAL REGISTER PROGRAM 292
    THE FIRST CONGREGATIONAL CHURCH OF EAST LONGMEADOW UCC
    7 SOMERS ROAD
    EAST LONGMEADOW,MA010282993
      PC 2020 NATIONAL REGISTER PROGRAM 1,392
    THE FRIENDS OF THE FARM AT HILLTOP INC
    PO BOX 372 1616 MAPLETON AVE
    SUFFIELD,CT06078
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    THE GROWING STAGE - THE CHILDREN'S THEATRE OF NEW JERSEY
    7 LEDGEWOOD AVE ROUTE 183 PO BOX 36
    NETCONG,NJ07857
      PC 2020 NATIONAL REGISTER PROGRAM 292
    THE LAFAYETTE TRAIL INC
    20 MIDLAND DR OFFICE OF THE
    TREASURER
    EASTON,PA18045
      PC 2020 LAFAYETTE TRAIL HISTORIC MARKER PROGRAM 30,525
    THE PEEKSKILL MUSEUM
    124 UNION AVE
    PEEKSKILL,NY10566
      PC PROFESSIONAL DEVELOPMENT GRANT 1,000
    THE SALVATION ARMY
    677 SOUTH SALINA STREET
    SYRACUSE,NY13202
      PC COVID-19 RELIEF FUND, CIVIC 2020, CHRISTMAS BUREAU 50,750
    THE SAND LAKE HISTORICAL SOCIETY
    PO BOX 492
    WEST SAND LAKE,NY12196
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    THE TOWN OF MIDDLEFIELD HISTORICAL ASSOCIATION
    PO BOX 348
    COOPERSTOWN,NY13326
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    THE WASHINGTONVILLE CEMETERY
    30 GOSHEN AVE
    WASHINGTONVILLE,NY10992
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    THE WATERFRONT CENTER
    1 WEST END AVE
    OYSTER BAY,NY11771
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    THE WOMAN'S CLUB OF UPPER MONTCLAIR
    200 COOPER AVE
    MONTCLAIR,NJ070431813
      PC 2020 NATIONAL REGISTER PROGRAM 292
    TOWN OF ANCRAM
    1416 COUNTY ROUTE 7
    ANCRAM,NY12502
      PC 2020 NATIONAL REGISTER PROGRAM, 2020 NYS HISTORIC MARKER PROGRAM 3,300
    TOWN OF AQUINNAH
    953 STATE ROAD
    AQUINNAH,MA02535
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    TOWN OF BROOKFIELD HISTORICAL SOCIETY
    PO BOX 214
    BROOKFIELD,NY13314
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    TOWN OF CEREDO
    PO BOX 691 700 B STREET
    CEREDO,WV25507
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    TOWN OF CLINTON HISTORICAL SOCIETY
    2433 SALT POINT TURNPIKE
    CLINTON CORNERS,NY12514
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    TOWN OF COHOCTON
    19 MAIN STREET PO BOX 200
    ATLANTA,NY14808
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    TOWN OF COVINGTON HISTORICAL SOCIETY
    584 PERRY ROAD
    PAVILLION,NY14525
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    TOWN OF CROGHAN
    9882 STATE RT 126 SUITE A
    CASTORLAND,NY13620
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    TOWN OF DEKALB
    PO BOX 111 696 EAST DEKALB RD
    DE KALB JUNCTION,NY13630
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    TOWN OF FARMINGTON
    1000 COUNTY ROAD 8
    FARMINGTON,NY14425
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    TOWN OF GHENT
    PO BOX 98 2306 ROUTE 66
    GHENT,NY12075
      PC 2020 NYS HISTORIC MARKER PROGRAM 5,500
    TOWN OF GREECE
    2 VINCE TOFANY BOULEVARD
    GREECE,NY14612
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    TOWN OF HERMON
    109 CHURCH ST
    HERMON,NY13652
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    TOWN OF HURON
    10880 LUMMISVILLE RD
    WOLCOTT,NY14590
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    TOWN OF KENT
    25 SYBILS CROSSING
    KENT LAKES,NY105124744
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    TOWN OF LANSING
    29 AUBURN RD
    LANSING,NY14882
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    TOWN OF LEROY
    PO BOX 176
    LEROY,NY14482
      PC 2020 NATIONAL REGISTER PROGRAM 2,200
    TOWN OF LEWIS
    PO BOX 59
    LEWIS,NY12950
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    TOWN OF LISBON
    PO BOX 215
    LISBON,NY13658
      PC 2020 NYS HISTORIC MARKER PROGRAM 2,200
    TOWN OF LOCKPORT HISTORIAN
    6560 DYSINGER RD
    LOCKPORT,NY14094
      PC 2020 NYS HISTORIC MARKER PROGRAM 2,280
    TOWN OF LONG LAKE
    PO BOX 496 1130 DEERLAND RD
    LONG LAKE,NY12847
      PC 2020 NYS HISTORIC MARKER PROGRAM 6,800
    TOWN OF MARTINSBURG
    PO BOX 8 5405 CEMETERY ROAD
    MARTINSBURG,NY13404
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    TOWN OF MINETTO
    6 COMMUNITY DRIVE PO BOX 220
    MINETTO,NY13115
      PC 2020 HISTORIC CANAL MARKER PROGRAM 1,140
    TOWN OF MONTGOMERY
    110 BRACKEN ROAD
    MONTGOMERY,NY12549
      PC 2020 NYS HISTORIC MARKER PROGRAM, 2020 HISTORIC CANAL MARKER PROGRAM 5,540
    TOWN OF MORIAH HISTORICAL SOCIETY
    34 PARK PLACE
    PORT HENRY,NY12974
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    TOWN OF NELSON
    4085 NELSON ROAD
    CAZENOVIA,NY13035
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    TOWN OF NEW LEBANON
    14755 STATE ROUTE 22 PO BOX 328
    NEW LEBANON,NY12125
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    TOWN OF NEWCOMB
    5631 RT 28N
    NEWCOMB,NY12852
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    TOWN OF NISKAYUNA
    ONE NISKAYUNA CIRCLE
    NISKAYUNA,NY12309
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    TOWN OF OTISCO
    4079 FINLON ROAD
    TULLY,NY13159
      PC 2020 NYS HISTORIC MARKER PROGRAM 2,240
    TOWN OF PLEASANT VALLEY
    1554 MAIN STREET
    PLEASANT VALLEY,NY12569
      PC 2020 HISTORIC MARKER PROGRAM 1,100
    TOWN OF RANDOLPH
    72 MAIN STREET
    RANDOLPH,NY14772
      PC 2020 NYS HISTORIC MARKER PROGRAM 5,620
    TOWN OF RHINEBECK
    80 EAST MARKET ST
    RHINEBECK,NY12572
      PC 2020 HISTORIC MARKER PROGRAM 1,100
    TOWN OF ROSE
    PO BOX 310 5074 N MAIN ST
    NORTH ROSE,NY14516
      PC 2020 LEGENDS & LORE PROGRAM, 2020 NYS HISTORIC MARKER PROGRAM 3,300
    TOWN OF ROTTERDAM
    1100 SUNRISE BLVD
    SCHENECTADY,NY12306
      PC 2020 HISTORIC CANAL MARKER PROGRAM 1,100
    TOWN OF SARATOGA
    12 SPRING STREET
    SCHUYLERVILLE,NY12871
      PC 2020 NYS HISTORIC MARKER PROGRAM 2,240
    TOWN OF SHELBURNE
    51 BRIDGE ST
    SHELBURNE,MA01370
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    TOWN OF SMITHTOWN
    99 WEST MAIN ST
    SMITHTOWN,NY11787
      PC 2020 NYS HISTORIC MARKER PROGRAM 5,500
    TOWN OF THERESA
    215 RIVERSIDE AVE
    THERESA,NY13691
      PC 2020 LEGENDS & LORE PROGRAM, 2020 NYS HISTORIC MARKER PROGRAM 4,400
    TOWN OF VESTAL
    605 VESTAL PARKWAY WEST
    VESTAL,NY13850
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    TOWN OF VOLNEY
    1445 COUNTY ROUTE 6
    FULTON,NY13069
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    TOWN OF WILSON
    375 LAKE STREET PO BOX 537
    WILSON,NY14172
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    TRAIL WORKS INC
    PO BOX 43
    WILLIAMSON,NY14589
      PC 2020 HISTORIC CANAL MARKER PROGRAM 1,140
    TRAILING OF THE SHEEP CULTURAL HERITAGE CENTER INC
    PO BOX 3692
    HAILEY,ID83333
      PC 2020 LEGENDS & LORE PROGRAM 1,140
    TRINITY EPISCOPAL CHURCH
    503 ASBURY AVE
    ASBURY PARK,NJ07712
      PC 2020 NATIONAL REGISTER PROGRAM 292
    TROMPTOWN HISTORICAL SOCIETY
    712 UTICA ST
    DERUYTER,NY13052
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    TULLY AREA HISTORICAL SOCIETY
    PO BOX 22
    TULLY,NY13159
      PC ROOF REPAIRS 2,000
    TUSTEN HISTORICAL SOCIETY
    198 BRIDGE ST PO BOX 18
    NARROWSBURG,NY12764
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    VERMONT FOLKLIFE CENTER
    88 MAIN ST
    MIDDLEBURY,VT05753
      PC 2020 LEGENDS & LORE PROGRAM 1,100
    VERMONT GRANITE MUSEUM
    7 JONES BROTHERS WAY PO BOX 282
    BARRE,VT05641
      PC 2020 NATIONAL REGISTER PROGRAM 292
    VICTOR HISTORICAL SOCIETY
    PO BOX 472
    VICTOR,NY14564
      PC PROFESSIONAL DEVELOPMENT GRANT 1,000
    VILLAGE OF BABYLON HISTORICAL AND PRESERVATION SOCIETY
    117 WEST MAIN STREET
    BABYLON,NY11702
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,140
    VILLAGE OF CLYDE
    6 SOUTH PARK STREET
    CLYDE,NY14433
      PC 2020 NATIONAL REGISTER PROGRAM 2,240
    VILLAGE OF COXSACKIE
    119 MANSION ST
    COXSACKIE,NY12051
      PC 2020 NYS HISTORIC MARKER PROGRAM 2,240
    VILLAGE OF EVANS MILLS
    8706 NOBLE ST PO BOX 176
    EVANS MILLS,NY13637
      PC 2020 LEGENDS & LORE PROGRAM 1,100
    VILLAGE OF FAIRPORT
    31 SOUTH MAIN ST
    FAIRPORT,NY14450
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    VILLAGE OF GOSHEN
    276 MAIN ST
    GOSHEN,NY10924
      PC 2020 NYS HISTORIC MARKER PROGRAM 2,240
    VILLAGE OF HAMMONDSPORT
    PO BOX 425 18 WATER ST
    HAMMONDSPORT,NY14840
      PC 2020 NATIONAL REGISTER PROGRAM 3,380
    VILLAGE OF LITTLE VALLEY
    103 ROCK CITY ST
    LITTLE VALLEY,NY14755
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    VILLAGE OF NORTH SYRACUSE
    600 SOUTH BAY ROAD
    NORTH SYRACUSE,NY13212
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    VILLAGE OF PINECREST
    12645 PINECREST PARKWAY
    PINECREST,FL33156
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    VILLAGE OF PORT BYRON HISTORIAN
    2 PARKER STREET
    AUBURN,NY13021
      PC 2020 NYS HISTORIC MARKER PROGRAM 2,200
    WALLINGFORD HISTORIC PRESERVATION TRUST
    153 SOUTH MAIN ST
    WALLINGFORD,CT06492
      PC 2020 NATIONAL REGISTER PROGRAM 2,200
    WANAKENA HISTORICAL ASSOCIATION
    PO BOX 73
    WANAKENA,NY13695
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    WARREN COUNTY HISTORICAL SOCIETY
    50 GURNEY LANE
    QUEENSBURY,NY12804
      PC 2020 NYS HISTORIC MARKER PROGRAM 1,100
    WARSAW HISTORICAL SOCIETY AND THE GATES HOUSE MUSEUM
    15 PERRY AVE
    WARSAW,NY14569
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    WATERBURY CENTER COMMUNITY CHURCH
    PO BOX 216
    WATERBURY CENTER,VT05677
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    WCNY
    PO BOX 2400
    SYRACUSE,NY13204
      PC ELEVATOR NAMING GRANT 25,000
    WEST VIRGINIA HUMANITIES COUNCIL
    1310 KANAWHA BLVD E
    CHARLESTON,WV25311
      PC 2020 LEGENDS & LORE PROGRAM 2,500
    WESTERLY ARMORY RESTORATION INC
    PO BOX 614
    WESTERLY,RI02891
      PC 2020 NATIONAL REGISTER PROGRAM 1,100
    WESTERN RI CIVIC & HISTORIC SOCIETY AKA PAINE HOUSE MUSEUM
    PO BOX 2
    COVENTRY,RI02816
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    WESTVILLE HISTORICAL ORGANIZATION
    3510 STATE ROUTE 37
    CONSTABLE,NY12926
      PC ARCHIVAL STORAGE MATERIALS 500
    WRIGHT SETTLEMENT CEMETERY
    10063 BEARTOWN ROAD NORTH
    AVA,NY13303
      PC 2020 NATIONAL REGISTER PROGRAM 1,140
    ZADOCK PRATT MUSEUM
    14540 MAIN ST PO BOX 333
    PRATTSVILLE,NY12468
      PC PROFESSIONAL DEVELOPMENT GRANT 1,000
    Total .................................bullet 3a 2,895,774
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 32,120  
    4 Dividends and interest from securities....     14 1,009,001  
    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 ............
        19 1,123,483  
    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 -15,856  
    bENERGY TRANSFER LP     14 -2,692  
    cUNITED STATES NATURAL GAS FUND     14 -2,776  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,143,280 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,143,280
    (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 (2020)
    Form 990-PF (2020)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE WILLIAM G POMEROY FOUNDATION
     
    Employer identification number
    20-6572301
    Part I
    Contributors
    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
    3355 SENTINEL HEIGHTS ROAD
     
    LAFAYETTE, NY13084

    $ 225,000


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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
     
    $    
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 28,409 6,682   21,727

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    SOFTWARE 2015-07-10 10,000 10,000 SL 3.000000000000 0 0    
    XEROX COPIER/PRINTER/FAX MACHINE 2016-12-14 6,947 5,521 200DB 5.000000000000 761 0    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AFLAC INC 231,244 231,244
    ALLSCRIPTS HEALTHCARE SOLUTIONS 27,436 27,436
    ALPHABET INC CAP STK CL A (GOOGL) 280,422 280,422
    ALPHABET INC CAP STK CL C (GOOG) 280,301 280,301
    AMAZON.COM, INC. 5,536,781 5,536,781
    AMERICAN EXPRESS CO 24,182 24,182
    ARCHER DANIELS MIDLAND 100,820 100,820
    AT&T 38,078 38,078
    AVNET INC 137,456 137,456
    BOEING CO COM 21,406 21,406
    BRIGHTHOUSE FINL INC 12,165 12,165
    CARNIVAL CORP PAIRED 32,490 32,490
    CHEMOURS CO COM 161,632 161,632
    CISCO SYS INC COM 335,625 335,625
    COMMUNITY BK SYS INC 68,541 68,541
    CORNING INC. 72,000 72,000
    CORTEVA INC COM 92,657 92,657
    COSTCO WHOLESALE CORP 2,562,104 2,562,104
    CVS HEALTH CORP COM 286,860 286,860
    DELL TECHNOLOGIES 49,984 49,984
    DISNEY WALT CO 108,708 108,708
    DOW INC COM 132,811 132,811
    DUPONT DE NEMOURS INC 170,166 170,166
    EBAY, INC. 1,085,400 1,085,400
    ENERGY TRANSFER LP 12,360 12,360
    ENTERPRISE GP HOLDINGS LP 288,826 288,826
    EXELON CORP 84,313 84,313
    EXXON MOBIL CORP. 358,614 358,614
    FIDELITY BLUE CHIP 3,614,564 3,614,564
    FIDELITY CONSERVATIVE INCOME BOND 3,035,379 3,035,379
    FIDELITY EQUITY INCOME 69,086 69,086
    FIDELITY EXPORT & MULTINATIONAL 1,391,372 1,391,372
    FIDELITY GROWTH COMPANY 3,384,446 3,384,446
    FIDELITY GROWTH STRATEGIES FUND 618,553 618,553
    FIDELITY HIGH INCOME 740,133 740,133
    FIDELITY INT'L DISCOVERY 928,545 928,545
    FIDELITY LATIN AMERICA 158,496 158,496
    FIDELITY PURITAN 468,020 468,020
    FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT 94,694 94,694
    FIDELITY SELECT HEALTHCARE 294,344 294,344
    FIDELITY SELECT MEDICAL EQUIP& SYSTEM 1,364,868 1,364,868
    FIDELITY SELECT SOFTWARE & COMPUTER 4,467,243 4,467,243
    FIDELITY SELECT TECHNOLOGY 1,472,646 1,472,646
    FIDELITY SELECT TELECOMM 48,226 48,226
    FIDELITY SMALL CAP STOCK 310,773 310,773
    FIDELITY SMALL CAP VALUE 1,497,928 1,497,928
    FIDELITY STOCK SELECTOR 449,436 449,436
    FIDELITY STRATEGIC REAL RETURN 38,005 38,005
    FIDELITY VALUE 1,555,770 1,555,770
    FORD MTR CO DEL COM 148,788 148,788
    GARMIN LTD COM 119,660 119,660
    GENERAL ELECTRIC CO 84,240 84,240
    INTEL CORP 697,480 697,480
    INTL BUSINESS MACH 516,108 516,108
    ISHARES CORE S&P SMALLCAP ETF 1,286,600 1,286,600
    ISHARES RUSSELL 2000 ETF 39,212 39,212
    ISHARES TR GLB INFRASTR 21,855 21,855
    ISHARES TRANSPORTATION AVERAGE ETF 705,728 705,728
    JETBLUE AWYS CORP 251,542 251,542
    JOHNSON & JOHNSON 299,022 299,022
    JPMORGAN CHASE & CO 127,070 127,070
    JUNIPER NETWORKS INC 22,510 22,510
    LOEWS CORP 49,522 49,522
    MCDONALDS CORP. 236,038 236,038
    METLIFE INC COM 173,715 173,715
    MICROSOFT CORP 3,692,172 3,692,172
    NBT BANCORP INC 111,836 111,836
    NETAPP INC 178,848 178,848
    NORTHERN TR CORP 260,792 260,792
    PAYPAL HOLDINGS 5,527,120 5,527,120
    PC CONNECTION INC 35,468 35,468
    POWERSHARES QQQ 7,435,638 7,435,638
    PROCTER & GAMBLE CO 27,828 27,828
    QUANTA SERVICES 266,474 266,474
    RESMED INC 892,752 892,752
    RINGCENTRAL INC-CLASS A 151,588 151,588
    RITCHIE BROS AUCTIONEERS 69,550 69,550
    ROYAL CARIBBEAN CRUISES COM 567,644 567,644
    SABRA HEALTH CARE REIT INC 22,425 22,425
    SCHUMBERGER LIMITED COM 43,660 43,660
    SECTOR SPDR TR SHS BEN INT ENERGY 553,340 553,340
    SECTOR SPDR TR SHS BEN INT FINANCIAL 445,148 445,148
    SECTOR SPDR TR SHS BEN INT TECHNOLOGY 1,365,210 1,365,210
    SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS 578,544 578,544
    SELECT SECTOR SPDR TR RL EST SEL SEC 77,251 77,251
    SELECT SECTOR SPDR TR SHS BEN INT 492,252 492,252
    SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 3,762,159 3,762,159
    SPDR S&P 500 ETF TRUST UNIT SER 1 S&P 4,374,396 4,374,396
    STURM RUGER & CO INC 84,591 84,591
    TARGET CORP COM 300,101 300,101
    TJX COMPANIES INC 1,242,878 1,242,878
    TOYOTA MOTOR CORP ADR-EACH REP 2 ORD 417,339 417,339
    UNITED STATES NATURAL GAS FUND LP UNIT 3,450 3,450
    UNITEDHEALTH GROUP 1,087,108 1,087,108
    VENTAS INC 225,584 225,584
    VERIZON COMMUNICATIONS 475,875 475,875
    WALMART STORES 331,545 331,545

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    US Government Securities - End of Year Book Value:

    1,657,256
    US Government Securities - End of Year Fair Market Value:

    1,657,256
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 LandEtcSchedule2
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    SOFTWARE 10,000 10,000 0  
    XEROX COPIER/PRINTER/FAX MACHINE 6,947 6,282 665  


    TY 2020 OtherDecreasesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Description Amount
    NONDEDUCTIBLE EXPENSES 47


    TY 2020 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
    ADVERTISING 33,562 0   33,562
    COMMUNICATIONS EXPENSE 1,306 0   1,306
    COMPUTER EXPENSE 6,630 0   6,630
    CONTINUING EDUCATION 80 0   80
    DUES & SUBSCRIPTIONS 1,365 0   1,365
    INSURANCE EXPENSE 5,465 0   5,465
    INVESTMENT FEES 108 108   0
    MEALS 1,770 0   1,770
    OFFICE EXPENSE 2,073 0   2,073
    OUTSIDE SERVICES 45,886 0   45,886
    POSTAGE & SHIPPING 1,082 0   1,082
    WEBSITE 656 0   656


    TY 2020 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. -15,856 -15,856 -15,856
    ENERGY TRANSFER LP -2,692 -2,692 -2,692
    UNITED STATES NATURAL GAS FUND -2,776 -2,776 -2,776


    TY 2020 OtherIncreasesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Description Amount
    UNREALIZED GAIN ON SECURITIES HELD 15,590,843


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL ADMINISTRATIVE FEES 5,749 0   5,749


    TY 2020 TaxesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 4,508 4,508   0
    PAYROLL TAXES 29,098 0   29,098
    NYS FILING FEE 1,500 0   1,500