BETA

W H GREENE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
W H GREENE FOUNDATION (EIN 33-1049504)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-12
IRS object ID
202641329349102494
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-12T13:20:43-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331756852PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHEN & CO ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1OFFICES LISTED ATAddressLine1Txt
CityWWWCOHENCOCOMCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331049504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WH GREENE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHGRBusinessNameControlTxt
Phone7168051090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 QUAKER ROADAddressLine1Txt
CityEAST AURORACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14052ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAITLIN GREENEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7168051090PhoneNum
Signature2026-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALANE BOFFAPreparerPersonNm
PTINP00012337PTIN
Phone8002291099PhoneNum
Preparation2026-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,617,425FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,504,252ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$111,934InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$111,934InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$336,704DividendsRevAndExpnssAmt
Dividends Net Invst Incm$336,704DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,076NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,085,473GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,076CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,962,966TotalRevAndExpnssAmt
Total Net Invst Incm$458,714TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$7,554TaxesRevAndExpnssAmt
Taxes Net Invst Incm$488TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$80,655OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$72,722OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,933OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$88,209TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$73,210TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,933TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$764,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$764,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$853,059TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$73,210TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$772,783TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,109,907ExcessRevenueOverExpensesAmt
Net Investment Income$385,504NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,388,595CashBOYAmt
Cash EOY$393,856CashEOYAmt
Cash EOYFMV$393,856CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,886,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,678,628SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,678,628SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$5,000AcctRcvblAmt
Acct Rcvbl BOY$5,000AcctRcvblBOYAmt
Acct Rcvbl EOY$5,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$5,000AcctRcvblEOYFMVAmt
Other Investments BOY$8,897,385OtherInvestmentsBOYAmt
Other Investments EOY$10,209,491OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,539,941OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,176,980TotalAssetsBOYAmt
Total Assets EOY$13,286,975TotalAssetsEOYAmt
Total Assets EOYFMV$15,617,425TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,398,175CapitalStockBOYAmt
Capital Stock EOY$1,398,175CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,778,805RetainedEarningBOYAmt
Retained Earning EOY$11,888,800RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,176,980TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,286,975TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,176,980TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,286,975TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,176,980TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,109,907ExcessRevenueOverExpensesAmt
Other Increases$88OtherIncreasesAmt
Subtotal$13,286,975SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,286,975TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITYP$1,574,119$1,575,709-$1,590-$1,590
PUBLICLY TRADED SECURITYP$500,000$499,688$312$312
CAPITAL GAINS DIVIDENDSP$11,354$11,354$11,354
FieldValueIRS element (for citing)
Capital Gain Net Income$10,076CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,359InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,359SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,359TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$241OverpaymentAmt
Applied To ES Tax$241AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAITLIN GREENEIndividualWithBooksNm
Phone7168051090PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1400 QUAKER ROADAddressLine1Txt
CityEAST AURORACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14052ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY JANE GREENE
33 ORCHARD TERRACEORCHARD PARKNY14127TRUSTEE0.01$0$0$0
TERRENCE G GREENE
3443 S CREEK RDHAMBURGNY14075TRUSTEE2.00$0$0$0
JENNIFER L GREENE
15 WINTERHALL DRORCHARD PARKNY14127TREASURER & TRUSTEE1.00$0$0$0
KRISTIE A GREENE
2311 W MORRISON AVENUE UNIT 15TAMPAFL33629SECRETARY & TRUSTEE0.01$0$0$0
CAITLIN E GREENE
145 CHAUNCEY LANEORCHARD PARKNY14127PRESIDENT & TRUSTEE0.01$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,931,356AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,368,380AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,299,736TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,299,736AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$214,496CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,085,240NetVlNoncharitableAssetsAmt
Minimum Investment Return$704,262MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$704,262MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,359TaxBasedOnInvestmentIncomeAmt
Total Tax$5,359TotalTaxAmt
Distributable Before Adj$698,903DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$698,903DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$698,903DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$772,783ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$772,783QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$698,903DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$53,909ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$31,314ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$40,568ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$139,952ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$265,743TotalExcessDistributionCyovAmt
Qualifying Distributions$772,783QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$698,903AppliedToCurrentYearAmt
Remaining Distri From Corpus$73,880RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$339,623TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$53,909ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$285,714ExcessDistriCyovToNextYrAmt
Excess From Year3$31,314ExcessFromYear3Amt
Excess From Year2$40,568ExcessFromYear2Amt
Excess From Year1$139,952ExcessFromYear1Amt
Excess From Current Year$73,880ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCAITLIN GREENE CO WH GREENE ASSOCIARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1400 QUAKER ROADAddressLine1Txt
CityEAST AURORACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14052ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7168051090RecipientPhoneNum
Recipient Email AddressCGREENE@WHGREENE.COMRecipientEmailAddressTxt
Form And Info And MaterialsNO SPECIFIC FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAPPROVAL OF AWARDS REQUIRES MAJORITY VOTE OF THE TRUSTEESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AURORA ICE ASSOCIATION
41 RILEY STREETEAST AURORANY14052NONENCGENERAL$1,000
BISON CHILDREN'S SCHOLARSHIP FUND
PO BOX 1134BUFFALONY14205NONENCGENERAL$5,000
BUILD PROMISE INC
PO BOX 448BUFFALONY14215NONENCGENERAL$50,000
CATHOLIC CHARITIES OF BUFFALO
525 WASHINGTON STBUFFALONY14203NONENCGENERAL$15,000
CHOB FOUNDATION
818 ELLIOTT STREETBUFFALONY14203NONENCGENERAL$158,000
CHRIST THE KING CATHOLIC SCHOOL
2 LAMARCK DRIVEBUFFALONY14226NONENCGENERAL$5,000
CHURCHES IN ACTION
177 MAIN STHAMBURGNY14075NONENCGENERAL$7,500
DUNKIRK CONFERENCE CENTER
3602 EAST LAKE ROADDUNKIRKNY14048NONENCGENERAL$5,000
FRIENDS OF THE NIGHT PEOPLE
394 HUDSON STBUFFALONY14201NONENCGENERAL$50,000
GIRLS EDUCATION COLLABORATIVE
640 ELLICOTT STBUFFALONY14203NONENCGENERAL$60,000
HAMBURG ALUMNI PROGRAM
PO BOX 174HAMBURGNY14075NONENCGENERAL$300
HOSPICE OF BUFFALO FOUNDATION
225 COMO PARK BLVDCHEEKTOWAGANY14227NONENCGENERAL$15,000
MISERICORDIA HEART OF MERCY
6300 NORTH RIDGE AVECHICAGOIL60660NONENCGENERAL$15,000
NATIONAL CHILD SAFETY COUNCIL
PO BOX 16259ROCHESTERNY16259NONENCGENERAL$250
NATIVITY OF OUR LORD SCHOOL
4414 SOUTH BUFFALO STORCHARD PARKNY14127NONENCGENERAL$16,000
NORTHERN CHAUTAUQUA COMMUNITY FOUNDATION
212 LAKE SHORE DR WDUNKIRKNY14048NONENCGENERAL$5,000
OLV CHARITIES
780 RIDGE RDLACKAWANNANY14218NONENCGENERAL$60,000
OUR LITTLE ROSES FOREIGN MISSION SOCIETY
PO BOX 530947MIAMA SHORESFL33153NONENCGENERAL$6,500
PUNT FOUNDATION
640 ELLICOTT ST SUITE 461BUFFALONY14203NONENCGENERAL$75,000
RESPONSE FOR LOVE CENTER
130 KOSCIUSZKO STBUFFALONY14212NONENCGENERAL$25,000
RETIREMENT FUND FOR RELIGIOUS
795 MAIN STBUFFALONY14203NONENCGENERAL$5,000
RIDE FOR ROSWELL
ELM CARLTON STREETSBUFFALONY14263NONENCGENERAL$9,800
ROSWELL PARK ALLIANCE FOUNDATION
ELM AND CARLTON STSBUFFALONY14263NONENCGENERAL$50,000
ST BONAVENTURE UNIVERSITY
3261 W STATE RDST BONAVENTURENY14778NONENCGENERAL$20,000
ST FRANCIS HIGH SCHOOL
4129 LAKE SHORE ROADATHOL SPRINGSNY14010NONENCGENERAL$53,200
ST LUKE'S MISSION OF MERCY
325 WALDEN AVEBUFFALONY14211NONENCGENERAL$25,000
STOREHOUSE MISSION
53 HILLSBORO DRORCHARD PARKNY14127NONENCGENERAL$7,500
THE HOSPICE FOUNDATION
225 COMO PARK BLVDCHEEKTOWAGANY14227NONENCGENERAL$10,000
VARIETY CLUB TELETHON
193 DELEWARE AVEBUFFALONY14202NONENCGENERAL$4,800
WNY UNITED AGAINST DRUG & ALCOHOL ABUSE
1067 HARLEM ROADCHEEKTOWAGANY14227NONENCGENERAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$764,850TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$111,934ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$336,704ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,076ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$458,714ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$458,714TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1WH GREENE & ASSOCIATES INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1400 QUAKER ROADAddressLine1Txt
CityEAST AURORACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14052ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (35 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
1290 DIVERSIFIED BOND CL IAT COST$293,863$239,577
ARK GENOMIC REVOLUTION ETFAT COST$107,842$43,455
ARK INNOVATION ETFAT COST$140,497$157,686
CBOE VEST US LARGE CAP 10% BUFFER INSLT CLAT COST$250,000$390,648
CIGNA STOCKAT COST$525,659$1,018,351
AMPLIFY TR DIGITAL PAYMENTS ETFAT COST$88,680$104,075
GOLDMAN SACHS ACTIVEBETA US LARGE CAP EQUITY ETFAT COST$316,016$397,110
GOLDMAN SACHS FINL SQUARE PRIME OBLIGATIONS FIRST CLAT COST$1,916,424$1,916,424
INVESCO GLOBAL SHORT TERM HIGH YIELD BOND ETFAT COST$44,743$36,209
INVESCO QQQ ETFAT COST$343,531$826,247
INVESCO S&P 500 GARP ETFAT COST$102,445$125,246
ISHARES CORE US AGGREGATE BOND ETFAT COST$97,322$89,892
ISHARES EXPANDED TECH SOFTWARE SECTOR ETFAT COST$105,144$126,828
ISHARES MSCI EAFE ETFAT COST$73,889$116,772
ISHARES MSCI EMERGING MARKETS ETFAT COST$58,018$79,056
ISHARES RUSSELL 2000 ETFAT COST$256,937$349,055
ISHARES S&P SMALL CAP 600 VALUE ETFAT COST$24,204$38,665
JP MORGAN ULTRA SHORT INCOME ETFAT COST$505,900$505,900
PIMCO BROAD US TIPS INDEX ETFAT COST$196,676$161,300
PIMCO INCOME CL I2AT COST$395,412$389,048
PIMCO LOW DURATION INCOME CL I2AT COST$616,501$601,678
PROSHARES TRUST S&P 500 DIV ARISTOCRATS ARISTOCRATS ETFAT COST$156,473$226,352
PUTNAM ULTRA SHORT DURATION INCOME CL Y RAT COST$318,845$321,563
SPDR DOW JONES INDUSTRIAL AVERAGE ETFAT COST$174,809$305,162
SPDR S&P 500 ETFAT COST$324,191$654,643
T ROWE PRICE CAP APPREC INVESTOR CLAT COST$265,682$294,139
VANGUARD HIGH DIVIDEND YIELD ETFAT COST$100,998$129,168
VANGUARD LONG TERMAT COST$40,572$34,133
VANGUARD S&P 500 INDEX ETFAT COST$511,728$1,009,679
VANGUARD TOTAL INTL BOND INDEX ETFAT COST$54,214$48,320
ISHARES 0-3 MOUNT TREASURY BOND ETFAT COST$502,250$501,900
BANK OF AMERICA NA CHARLOTTE NCAT COST$249,938$250,245
ISHARES IBONDS DECEMBER 2026 CORPORATE ETFAT COST$350,103$350,729
ISHARES IBONDS 2026 HIGH YIELD & INCOME ETFAT COST$350,014$350,470
ISHARES IBONDS DECEMBER 2026 TREASURY ETFAT COST$349,971$350,216

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$72,722$72,722$0
NEW YORK STATE FILING FEE$750$0$750
PROFESSIONAL SERVICES$3,200$0$3,200
MISCELLANEOUS EXPENSE$1,279$0$1,279
BANK FEES$2,704$0$2,704

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR MARKET DISCOUNT ON CAPITAL GAINSDesc
Amt$88Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonWH GREENE ASSOCIATES INCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 QUAKER ROADAddressLine1Txt
CityEAST AURORACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14052ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$488$488$0
FEDERAL TAXES$7,066$0$0

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