THE WESTERN NEW YORK FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE WESTERN NEW YORK FOUNDATION (EIN 16-0845962)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-07-01
- IRS object ID
- 202601829349100020
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-01T19:12:06-05:00 | ReturnTs |
| Tax Period End | 2026-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 MAIN ST SUITE 800 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160845962 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Western New York Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BETH K GOSCH | InCareOfNm |
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 7168394225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2495 Main Street Suite 464 | AddressLine1Txt |
| City | Buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sharon Mathe | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7168394225 | PhoneNum |
| Signature | 2026-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole White | PreparerPersonNm |
| PTIN | P01599383 | PTIN |
| Phone | 7168472651 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,767,754 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $935,175 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $51,543 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,543 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $413,792 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $413,792 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $573,231 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,241,955 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $573,231 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,970 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,989,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,038,566 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $155,300 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,765 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $147,535 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $144,566 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,457 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $130,109 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,779 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,489 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $47,310 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,174 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,794 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,380 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,172 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,147 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,025 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $775 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $775 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,573 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $17,573 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,566 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,566 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,990 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $32,990 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $512,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $431,263 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,451,796 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,451,796 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,964,691 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,883,059 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,020 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $956,914 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $282,972 | CashBOYAmt |
| Cash EOY | $182,346 | CashEOYAmt |
| Cash EOYFMV | $182,346 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $471,027 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $245,746 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $245,746 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,228,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,996,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,996,163 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $807,188 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,343,499 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,343,499 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,789,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,767,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,767,754 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,363,343 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,709,216 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,426,594 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,058,538 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,789,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,767,754 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,789,937 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,767,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,789,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,020 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,952,797 | OtherIncreasesAmt |
| Subtotal | $25,767,754 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,767,754 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ISHARES ETF | 2011-10-27 | 2025-04-11 | $299,086 | $202,659 | $96,427 | $96,427 |
| FIDELITY FUNDS FIDELITY TREASURY PORT INSTITUTIONAL CLASS | 2024-07-01 | 2025-05-30 | $19,931 | $19,931 | ||
| FIDELITY FUNDS FIDELITY TREASURY PORT | 2024-02-01 | 2025-05-30 | $30,069 | $30,069 | ||
| ISHARES INC | 2015-11-18 | 2025-05-12 | $283,140 | $207,402 | $75,738 | $75,738 |
| ISHARES ETF | 2011-10-27 | 2025-05-28 | $300,239 | $191,850 | $108,389 | $108,389 |
| VANGUARD SMALL CAP ETF | 2012-06-26 | 2025-05-12 | $355,273 | $111,764 | $243,509 | $243,509 |
| FIDELITY FUNDS FIDELITY TREASURY PORT | 2025-08-26 | 2026-03-11 | $350,000 | $350,000 | ||
| ISHARES ETF | 2012-06-26 | 2026-03-23 | $156,717 | $107,534 | $49,183 | $49,183 |
| FIDELITY FUNDS FIDELITY TREASURY PORT | 2025-06-13 | 2025-09-05 | $100,000 | $100,008 | -$8 | -$8 |
| FIDELITY FUNDS FIDELITY TREASURY PORT | 2025-06-13 | 2026-03-27 | $274,500 | $274,507 | -$7 | -$7 |
| CHARLES SCHWAB BK SSB CD | 2024-05-07 | 2025-04-29 | $250,000 | $250,000 | ||
| BMO BANK NA CD | 2024-05-07 | 2025-05-09 | $250,000 | $250,000 | ||
| BANK OF AMERICA NA CD | 2025-04-30 | 2025-11-07 | $263,000 | $263,000 | ||
| GOLDMAN SACHS BK USA | 2025-05-28 | 2025-12-03 | $100,000 | $100,000 | ||
| CITY NATL BK OF FL | 2025-02-14 | 2026-02-18 | $210,000 | $210,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $573,231 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,301 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,301 | SubtotalAmt |
| Tax Based On Investment Income | $13,301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,062 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,062 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $174 | EsPenaltyAmt |
| Tax Due | $5,413 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WNYfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH K GOSCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7168394225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2495 MAIN STREET STE 464 | AddressLine1Txt |
| City | Buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Bernie A Tolbert | ||||||||
| 2495 MAIN STREET STE 464 | Buffalo | NY | 14214 | Trustee | 0 | $0 | $0 | $0 |
| Beth K Gosch | ||||||||
| 2495 MAIN STREET STE 464 | Buffalo | NY | 14214 | Executive Director | 0 | $155,300 | $4,715 | $12,984 |
| BRIELYNN BELL | ||||||||
| 2495 MAIN STREET STE 464 | BUFFalo | NY | 14214 | Treasurer | 0 | $0 | $0 | $0 |
| Anthony Johnson | ||||||||
| 2495 MAIN STREET STE 464 | Buffalo | NY | 14214 | Trustee | 0 | $0 | $0 | $0 |
| LIZ BUERGER | ||||||||
| 2495 MAIN STREET STE 464 | Buffalo | NY | 14214 | Secretary | 0 | $0 | $0 | $0 |
| Paulette M Crooke | ||||||||
| 2495 MAIN STREET STE 464 | Buffalo | NY | 14214 | Vice President | 0 | $0 | $0 | $0 |
| SHARON J MATHE | ||||||||
| 2495 MAIN STREET STE 464 | Buffalo | NY | 14214 | President | 0 | $0 | $0 | $0 |
| Tammy Alsace | ||||||||
| 2495 MAIN STREET STE 464 | Buffalo | NY | 14214 | TRUSTEE | 0 | $0 | $0 | $0 |
| theodore v buerger | ||||||||
| 2495 MAIN STREET STE 464 | Buffalo | NY | 14214 | Chairperson | 0 | $0 | $0 | $0 |
| Kathy Granchelli | ||||||||
| 2495 Main Street | Buffalo | NY | 14214 | Trustee | 0 | $0 | $0 | $0 |
| Timothy Hogues | ||||||||
| 2495 Main Street | Buffalo | NY | 14214 | Trustee | 1.0 | $0 | $0 | $0 |
| John N Walsh III | ||||||||
| 2495 Main Street | Buffalo | NY | 14214 | Honorary Trustee | 0 | $0 | $0 | $0 |
| Judge James AW McLeod | ||||||||
| 2495 Main Street | Buffalo | NY | 14214 | Honorary Trustee | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,089,436 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $384,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,473,759 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,473,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $382,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,091,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,254,583 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,254,583 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,301 | TotalTaxAmt |
| Distributable Before Adj | $1,241,282 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,970 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,257,252 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,257,252 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,883,059 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,883,059 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,257,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $692,621 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $790,650 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $747,831 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $129,105 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $348,938 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,709,145 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,883,059 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,257,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $625,807 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,334,952 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $692,621 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,642,331 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $790,650 | ExcessFromYear4Amt |
| Excess From Year3 | $747,831 | ExcessFromYear3Amt |
| Excess From Year2 | $129,105 | ExcessFromYear2Amt |
| Excess From Year1 | $348,938 | ExcessFromYear1Amt |
| Excess From Current Year | $625,807 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Beth K Gosch | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2495 Main Street Ste 464 | AddressLine1Txt |
| City | Buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168394225 | RecipientPhoneNum |
| Form And Info And Materials | See Foundation's Website - Electronic Submission Required | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | June 30th and November 30th | SubmissionDeadlinesTxt |
| Restrictions On Awards | See Foundation's Website | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Alianza Agricola | ||||||||
| 23 Main Street | Geneseo | NE | 14454 | NONE | PC | Equity and Social Justice | $5,000 | |
| Ardent Solutions | ||||||||
| 85 North Main Street | Wellsville | NY | 14895 | PC | iCAP Stipend | $10,000 | ||
| Arts Council for Wyoming County | ||||||||
| 31 Main St S | Perry | NY | 14530 | PC | Stipend | $10,000 | ||
| Big Big Table | ||||||||
| 272 Hudson Street | Buffalo | NY | 14201 | PC | Big Bash Bronze Sponsor | $500 | ||
| Black Farmer Fund | ||||||||
| 228 Park Ave South | New York | NY | 10003 | PC | Social Justice and Equity | $5,000 | ||
| BoardSource | ||||||||
| 750 9th St | Washington | NY | 20001 | PC | Board Source Assessment | $5,490 | ||
| Buffalo and Erie County Botanical Gardens | ||||||||
| 2655 S Park Ave | Buffalo | NY | 14218 | PF | Trustee Discretionary | $5,000 | ||
| Buffalo Bills Foundation | ||||||||
| One Bills Drive | Orchard Park | NY | 14127 | PC | To reimburse Bills Foundation for Wilson Grant Stipend paid by Bills for CCE Chautauqua Stipend | $5,000 | ||
| Buffalo Go Green | ||||||||
| 45 Pembroke Ave | Buffalo | NY | 14215 | PC | Give 716 Match | $1,376 | ||
| Buffalo Prep | ||||||||
| 105 Allen Hall | Buffalo | NY | 14214 | PC | Equity Alliance of WNY Social Justice and Equity Grant | $5,000 | ||
| Buffalo Vineyard Church | ||||||||
| 175 Potomac Ave | Buffalo | NY | 14213 | PC | 5 Loaves Farm Give 716 Match | $500 | ||
| Canticle Farm | ||||||||
| 115 E Main Street | Allegany | NY | 14706 | PC | Organizational Development Plan Implementation, Phase II | $13,979 | ||
| Canticle Farm | ||||||||
| 115 E Main Street | Allegany | NY | 14706 | PC | Small Grant Program | $2,500 | ||
| Cattaraugus Region Community Foundation | ||||||||
| 301 N Union Street 203 | Olean | NY | 14760 | PC | Trustee Discretionary: Trading Post Food Support | $2,100 | ||
| CEPA | ||||||||
| 617 Main Street | Buffalo | NY | 14203 | PC | Operations | $2,500 | Suite 201 | |
| Chautauqua County Community Cultural Educational a | ||||||||
| 300 N Main Street | Jamestown | NY | 14701 | PC | CHQ County Chamber of Commerce Stipend | $500 | ||
| Chautauqua Safety Village | ||||||||
| 2695 NY-394 | Ashville | NY | 14710 | PC | Stipend | $500 | ||
| Collaborative Center for Social Innovation | ||||||||
| 35 Tranquility Trail | Lancaster | NY | 14086 | PC | Operations/Trustee Discretionary | $1,500 | ||
| Community Foundation for Greater Buffalo1 | ||||||||
| 726 Exchange Street 525 | Buffalo | NY | 14210 | PC | Fund for the Arts | $5,000 | ||
| Community Foundation for Greater Buffalo1 | ||||||||
| 726 Exchange Street 525 | Buffalo | NY | 14210 | PC | WNY Forward Fund | $500,000 | ||
| Community Missions of Niagara Frontier | ||||||||
| 1570 Buffalo Ave | Niagara Falls | NY | 14303 | PC | Give 716 Match | $500 | ||
| Community Missions of Niagara Frontier | ||||||||
| 1570 Buffalo Ave | Niagara Falls | NY | 14303 | PC | Trustee Discretionary | $2,500 | ||
| CoNECT | ||||||||
| 1250 Niagara Street | Buffalo | NY | 14213 | PC | Social Justice and Equity | $5,000 | Suite 220 | |
| Connecting Communities in Action | ||||||||
| 25 Jefferson Street | Salamanca | NY | 14779 | PC | Operations | $3,000 | ||
| Cornell Cooperative Extension Chautuaqua | ||||||||
| 525 Falconer St | Jamestown | NY | 14701 | PC | Event Sponsorship | $5,000 | ||
| Cornell Cooperative Extension Chautuaqua | ||||||||
| 525 Falconer St | Jamestown | NY | 14701 | PC | Operations / President Discretionary | $2,000 | ||
| Cornell Cooperative Extension of Allegany | ||||||||
| 5435 County Road 48 | Belmont | NY | 14813 | PC | Operations/President Discretionary | $2,000 | ||
| Cornell Cooperative Extension of Cattaraugus Count | ||||||||
| 28 Parkside Dr | Ellicottville | NY | 14731 | PF | Operations | $2,000 | ||
| Cornell Cooperative Extension of Erie County | ||||||||
| 21 South Grove Street | East Aurora | NY | 14052 | PC | Give 716 Match | $600 | ||
| Cornell Cooperative Extension of Erie County | ||||||||
| 21 South Grove Street | East Aurora | NY | 14052 | PC | iCAP Stipend | $10,000 | ||
| Cornell Cooperative Extension of Genesee County | ||||||||
| 420 E Main Street | Batavia | NY | 14020 | PC | Operations | $2,000 | ||
| Cornell Cooperative Extension of Genesee County | ||||||||
| 420 E Main Street | Batavia | NY | 14020 | PC | Stipend | $10,000 | ||
| Cornell Cooperative Extension of Niagara | ||||||||
| 4487 Lake Ave | Lockport | NY | 14094 | PC | Agribusiness Outreach Forum | $2,500 | ||
| Cornell Cooperative Extension of Niagara | ||||||||
| 4487 Lake Ave | Lockport | NY | 14094 | PC | Regional Project Grant Writing Support | $21,000 | ||
| Cornell Cooperative Extension of Wyoming County | ||||||||
| 36 Center Street | Warsaw | NY | 14569 | PC | Operations | $2,000 | ||
| Cornell Cooperative Extension of Wyoming County | ||||||||
| 36 Center Street | Warsaw | NY | 14569 | PC | Seed of Sustainability / Capacity Building: Wyoming County Food System and Market Capacity Report | $25,000 | ||
| Erie County Bar Association Volunteer Lawyers Proj | ||||||||
| 438 Main Street | Buffalo | NY | 14202 | PC | Social Justice and Equity | $5,000 | 7th Floor Suite 700 | |
| Erie County Restorative Justice Coalition | ||||||||
| 567 Hertel Ave | Buffalo | NY | 14207 | PC | Social Justice and Equity | $5,000 | ||
| Every Person Influences Children (EPIC) | ||||||||
| 1021 Broadway | Buffalo | NY | 14212 | PC | Operations | $1,500 | ||
| Explore Buffalo | ||||||||
| 1 Symphony Cir | Buffalo | NY | 14201 | PC | Urban Farm Day Bus Tour | $500 | ||
| Exponent Philanthropy | ||||||||
| 1720 N St NW | Washington | DC | 20036 | PC | Exponent Philanthropy | $870 | ||
| Field & Fork | ||||||||
| 2495 Main Street | Buffalo | NY | 14214 | PC | Give 716 Match | $50 | Suite 311 | |
| Food for the Spirit | ||||||||
| 1327 Jefferson Ave Uppr | Buffalo | NY | 14208 | PC | Buffalo Bypass Network | $11,850 | ||
| Food for the Spirit | ||||||||
| 1327 Jefferson Ave Uppr | Buffalo | NY | 14208 | PC | Social Justice and Equity | $5,000 | ||
| Gardens Buffalo Niagara | ||||||||
| 371 Delaware Ave | Buffalo | NY | 14202 | PC | GBN Urban Farm Day Sponsorship | $3,000 | ||
| GLOW OUT | ||||||||
| PO Box 1615 | Batavia | NY | 14021 | PC | Social Justice and Equity | $4,500 | ||
| GLYS of WNY | ||||||||
| 741 Main St | Buffalo | NY | 14203 | PC | Social Justice and Equity | $5,000 | ||
| Grassroots Gardens WNY | ||||||||
| 389 Broadway St | Buffalo | NY | 14204 | PC | Gala and Pie Raffle Sponsor - Silver | $1,750 | ||
| Grassroots Gardens WNY | ||||||||
| 389 Broadway St | Buffalo | NY | 14204 | PC | Give 716 Match | $2,700 | ||
| Hallwalls Inc | ||||||||
| 341 Delaware Ave | Buffalo | NY | 14202 | PC | iCAP Stipend Phase II | $10,000 | ||
| Heart Love and Soul | ||||||||
| 939 Ontario Ave | Niagara Falls | NY | 14305 | PC | Give 716 Match | $422 | ||
| Heart Love and Soul | ||||||||
| 939 Ontario Ave | Niagara Falls | NY | 14305 | PC | Trustee Discretionary | $2,500 | ||
| Hispanic Heritage Council of WNY | ||||||||
| PO Box 361 | Buffalo | NE | 14201 | PC | Hispanic Heritage Cultural Institue Programming | $5,000 | ||
| Hispanic Heritage Council of WNY | ||||||||
| PO Box 361 | Buffalo | NY | 14201 | PC | Operations | $500 | ||
| Home Beneath our Feet | ||||||||
| 11593 Broadway St | Buffalo | NY | 14004 | PC | Give 716 Match | $500 | ||
| Home Beneath our Feet | ||||||||
| 11593 Broadway St | Buffalo | NY | 14004 | PC | Small Grant Program | $1,500 | ||
| Investigative Post | ||||||||
| 487 Main St 300 | Buffalo | NY | 14203 | PC | Social Justice and Equity Grant | $5,000 | ||
| Journey's End Refugee Services | ||||||||
| 2495 Main Street Suite 530 | Buffalo | NY | 14214 | PC | Operations/Trustee Discretionary | $2,000 | ||
| Juneteenth Festival of Buffalo | ||||||||
| 1517 Genesee St | Buffalo | NY | 14211 | PC | 2026 Juneteenth Festival/Trustee Discretionary | $5,000 | ||
| Just Buffalo Literary Center | ||||||||
| 468 Washington St 2 | Buffalo | NY | 14203 | PC | iCAP Stipend | $10,000 | ||
| Justice for Migrant Families | ||||||||
| 371 Delaware Ave | Buffalo | NY | 14210 | PC | Operations | $3,700 | ||
| Justice for Migrant Families | ||||||||
| 371 Delaware Ave | Buffalo | NY | 14210 | PC | Social Justice and Equity | $5,000 | ||
| Massachusetts Avenue Project | ||||||||
| 387 Massachusetts Ave | Buffalo | NY | 14213 | PC | GFBC Strategic Planning Process | $900 | ||
| Massachusetts Avenue Project | ||||||||
| 387 Massachusetts Ave | Buffalo | NY | 14213 | PC | Give 716 Match | $2,000 | ||
| Massachusetts Avenue Project | ||||||||
| 387 Massachusetts Ave | Buffalo | NY | 14213 | PC | Good Food Buffalo Coalition Social Justice and Equity | $5,000 | ||
| Massachusetts Avenue Project | ||||||||
| 387 Massachusetts Ave | Buffalo | NY | 14213 | PC | Operations | $1,500 | ||
| Massachusetts Avenue Project | ||||||||
| 387 Massachusetts Ave | Buffalo | NY | 14213 | PC | Raising the Roots Sponsorship | $5,000 | ||
| Nate Howe Adventure Fund | ||||||||
| 175 Woodward Ave | Buffalo | NY | 14214 | PC | Operations | $500 | ||
| National Federation for Just Communities | ||||||||
| 360 Delaware Ave 106 | Buffalo | NY | 14202 | PC | Social Justice and Equity | $5,000 | ||
| National Federation for Just Communities | ||||||||
| 360 Delaware Ave 106 | Buffalo | NY | 14202 | PC | Trustee Discretionary | $3,500 | ||
| Niagara Pride | ||||||||
| 138 East Ave | Lockport | NY | 14095 | PC | Social Justice and Equity | $4,500 | Suite 798 | |
| North Star Fund | ||||||||
| 520 Eighth Ave | New York | NY | 10018 | PC | Community Food Funders/Trustee Discretionary | $5,000 | Suite 1800 | |
| North Star Fund | ||||||||
| 520 Eighth Ave | New York | NY | 10018 | PC | Seeding Powers Fellows | $12,500 | Suite 1800 | |
| Olean Public Library | ||||||||
| 134 N 2nd St | Olean | NY | 14760 | PC | League of Women Voters of Cattaraugus and Allegany Counties | $2,000 | Suite 1800 | |
| Olean Public Library | ||||||||
| 134 N 2nd St | Olean | NY | 14760 | PC | Love in Action Catt County Social Justice and Equity | $2,000 | Suite 1800 | |
| Olean Public Library | ||||||||
| 134 N 2nd St | Olean | NY | 14760 | PC | Race Unite Circle Social Justice and Equity | $1,000 | Suite 1800 | |
| Open Buffalo | ||||||||
| 1327 Jefferson Ave | Buffalo | NY | 14208 | PC | Equity and Social Justice | $5,000 | ||
| Orleans County Cornell Cooperative Extension | ||||||||
| 12690 NY-31 | Albion | NY | 14411 | PC | Communications Coordinator: Phase II | $23,500 | ||
| Our City Buffalo | ||||||||
| PO Box 1306 | Buffalo | NY | 14213 | PC | Social Justice and Equity | $5,000 | ||
| Partnership for the Public Good | ||||||||
| 1464 Main Street | Buffalo | NY | 14209 | PC | Equity and Social Justice: Advocacy in Action Summit Sponsor - Believer | $1,000 | ||
| Partnership for the Public Good | ||||||||
| 1464 Main Street | Buffalo | NY | 14209 | PC | Executive Director Discretionary | $1,000 | ||
| Partnership for the Public Good | ||||||||
| 1464 Main Street | Buffalo | NY | 14209 | PC | Social Justice and Equity | $5,000 | ||
| Providence Farm Collective | ||||||||
| 5701 Burton Road | Orchard Park | NY | 14127 | PC | Give 716 Match | $1,200 | ||
| Providence Farm Collective | ||||||||
| 5701 Burton Road | Orchard Park | NY | 14127 | PC | Mediation Support | $800 | ||
| Providence Farm Collective | ||||||||
| 5701 Burton Road | Orchard Park | NY | 14127 | PC | Operations | $1,675 | ||
| Providence Farm Collective | ||||||||
| 5701 Burton Road | Orchard Park | NY | 14127 | PC | Small Grant Program | $2,500 | ||
| Resurrection of Life Food Pantry | ||||||||
| 2145 Old Union Rd | Buffalo | NY | 14227 | PC | Give 716 Match | $1,000 | ||
| Robert H Jackson Center | ||||||||
| 305 East 4th St | Jamestown | NY | 14701 | PC | Stipend | $500 | ||
| Roger Tory Peterson Institute | ||||||||
| 311 Curtis St | Jamestown | NY | 14701 | PC | Immersion Day Event | $1,000 | ||
| St Luke's Episcopal Church | ||||||||
| 410 N Main Street | Jamestown | NY | 14701 | PC | Greenhouse Grant Support | $3,181 | ||
| St Luke's Episcopal Church | ||||||||
| 410 N Main Street | Jamestown | NY | 14701 | PC | Jamestown Farmers Market | $2,675 | ||
| UB Foundation | ||||||||
| 503 Capen Hall | Buffalo | NY | 14260 | PC | Moot Evidence Award | $1,000 | ||
| United Way of Buffalo & Erie County | ||||||||
| 742 Delaware Ave | Buffalo | NY | 14209 | PC | iCAP Consulting | $108,500 | ||
| United Way of Buffalo & Erie County | ||||||||
| 742 Delaware Ave | Buffalo | NY | 14209 | PC | Consulting | $48,930 | ||
| United Way of Buffalo & Erie County | ||||||||
| 742 Delaware Ave | Buffalo | NY | 14209 | PC | Carolyn Human Communications w/ EPIC | $6,300 | ||
| United Way of Buffalo & Erie County | ||||||||
| 742 Delaware Ave | Buffalo | NY | 14209 | PC | Community Resilience Fund/Trustee Discretionary | $1,000 | ||
| United Way of Buffalo & Erie County | ||||||||
| 742 Delaware Ave | Buffalo | NY | 14209 | PC | GFBC Coaching | $2,500 | ||
| United Way of Buffalo & Erie County | ||||||||
| 742 Delaware Ave | Buffalo | NY | 14209 | PC | Operations | $5,000 | ||
| Upward Design for Life | ||||||||
| 44 Huntley Road | Buffalo | NY | 14215 | PC | Operations | $500 | ||
| WEDI | ||||||||
| 1432 Niagara St | Buffalo | NY | 14213 | PC | General Operations | $10,000 | ||
| WEDI | ||||||||
| 1432 Niagara St | Buffalo | NY | 14213 | PC | West Side Bazaar Repairs/Trustee Discretionary | $5,000 | ||
| West Side Community Services | ||||||||
| 161 Vermont St | Buffalo | NE | 14213 | PC | Give 716 Match | $2,500 | ||
| West Side Community Services | ||||||||
| 161 Vermont St | Buffalo | NY | 14213 | PC | Marketing and Rebranding | $41,000 | ||
| West Side Community Services | ||||||||
| 161 Vermont St | Buffalo | NY | 14213 | PC | West Side Chops | $1,000 | ||
| West Side Rowing Club | ||||||||
| 1 Rotary Row | Buffalo | NY | 14201 | PC | Operations | $1,650 | ||
| WNY Land Conservancy | ||||||||
| 21 South Grove St | East Aurora | NY | 14052 | PC | Conservation Celebration Bluebird Sponsorship | $750 | Suite 120 | |
| WNY Land Conservancy | ||||||||
| 21 South Grove St | East Aurora | NY | 14052 | PC | Operations | $1,675 | Suite 120 | |
| YWCA of Genesee County | ||||||||
| 301 North Street | Batavia | NY | 14020 | PC | iCAP Stipend | $10,000 | ||
| YWCA of Jamestown | ||||||||
| 401 N Main Street | Jamestown | NY | 14701 | PC | Equity and Social Justice | $5,000 | ||
| YWCA of Niagara Inc | ||||||||
| 32 Cottage Street | Lockport | NY | 14094 | PC | Tremont Street Proj Roof/Trustee Discretionary | $2,000 | ||
| Grantmakers For Effective Organizations | ||||||||
| 1310 L Street NW | Washington | DC | 20005 | PC | Memberships | $1,200 | Suite 650 | |
| SAFSF | ||||||||
| 133 E De La Guerra St 306 | Santa Barbara | CA | 93101 | PC | Memberships | $2,500 | ||
| Infinity Visual and Performing Arts Inc | ||||||||
| 301 E 2nd St 101 | Jamestown | NY | 14701 | PC | iCAP implemntation 2/3; Bldg Staff Capacity Phase 1 | $15,000 | ||
| Mental Health Advocates | ||||||||
| 1021 Broadway St | Buffalo | NY | 14212 | PC | iCAP Implementation: Development and Marketing Associate | $10,200 | Fifth Floor | |
| NY Funders Alliance | ||||||||
| 431 E Fayette Street | Syracuse | NY | 13202 | PC | NonProfit Support Group Annual Operations | $50,409 | ||
| Preservation Buffalo Niagara | ||||||||
| 617 Main Street | Buffalo | NY | 14203 | PC | Staffing Support | $15,000 | Ste 201 | |
| Providence Farm Collective | ||||||||
| 5701 Burton Road | Orchard Park | NY | 14127 | PC | Phase I: Staffing and Consulting Support | $9,518 | ||
| Seneca Street CDC | ||||||||
| 1218 Seneca St | Buffalo | NY | 14210 | PC | Youth Program Support | $20,000 | ||
| WNY Women's Foundation | ||||||||
| 741 Main St | Buffalo | NY | 14203 | PC | Phase I; Special Proj Mgr and Knowledge Mgmt/Applied Res Mgr | $25,000 | ||
| Buffalo Prep | ||||||||
| 3485 Main St | Buffalo | NY | 14214 | PC | Phase I: LMSW, Training and Support | $13,000 | ||
| Cattaraugus Region Community Foundation | ||||||||
| 301 N Union St 203 | Olean | NY | 14760 | PC | CA BOCES Sprouting Knowledge Farm | $50,000 | ||
| Massachusetts Avenue Project | ||||||||
| 387 Massachusetts Ave | Buffalo | NE | 14213 | PC | Operations Director & Communications Manager | $72,464 | ||
| WEDI | ||||||||
| 1160 Pierson Drive | Batavia | IL | 60510 | PF | Donor Development: Phase I | $5,049 | ||
| Buffalo Go Green | ||||||||
| 45 Pembroke Ave | Buffalo | NY | 14215 | PF | Small Grant Program | $2,500 | ||
| CCNY Inc | ||||||||
| 217 E Delavan Ave | Buffalo | NY | 14208 | PC | ICAP Evaluation | $5,833 | ||
| Chautauqua County Community Cultural Educational a | ||||||||
| 300 N Main Street | Jamestown | NY | 14701 | PC | iCAP Stipend | $10,000 | ||
| Partnership for the Public Good | ||||||||
| 1464 Main St | Buffalo | NY | 14209 | PC | iCAP Stipend: Phase II | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,451,796 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,543 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $413,792 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $573,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,038,566 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,038,566 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Anne Moot | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 168 Leicester Road | AddressLine1Txt |
| City | Kenmore | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,174 | Amt |
| Net Investment Income | $2,794 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,380 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 26815 SHS- ISHARES CORE S&P MI | $1,810,817 | $1,810,817 |
| 28178 SHS - ISHARES CORE MSCI | $2,550,954 | $2,550,954 |
| 18900 SHS - ISHARES RUSSELL ET | $1,837,647 | $1,837,647 |
| 1253 SHS - ISHARES ETF US REAL | $118,484 | $118,484 |
| 7929 SHS - VANGUARD SMALL CAP | $0 | $0 |
| 46316 SHS - VANGUARD TOTAL STO | $14,858,636 | $14,858,636 |
| 19251 SHS - ISHARES CORE MSCI | $1,342,757 | $1,342,757 |
| 12399 SHS - VANGUARD FTSE ETF | $794,528 | $794,528 |
| 2376 SHS - VANGUARD MID CAP | $682,340 | $682,340 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TRUBEE COLLINS & CO INC. - CER | AT COST | $1,243,499 | $1,243,499 |
| LAUNCHNY LP FUND | AT COST | $100,000 | $100,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $3,054 | $3,054 |
| WEBSITE | $397 | $397 |
| PAYROLL SERVICE FEE & BANK FEE | $7,722 | $7,722 |
| DUES & SUBSCRIPTIONS | $339 | $339 |
| SUPPLIES | $774 | $774 |
| POSTAGE | $179 | $179 |
| PROFESSIONAL DEVELOPMENT | $6,065 | $6,065 |
| TELEPHONE | $1,653 | $1,653 |
| COMPUTER EXPENSE | $2,975 | $2,975 |
| MISCELLANEOUS | $1,432 | $1,432 |
| GRANT MANAGEMENT SYSTEM | $8,400 | $8,400 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recovery of Distribution | Desc |
| Revenue And Expenses Per Books | $15,970 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $2,952,797 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $42,804 | $42,804 | |
| P&A RETIREMENT FEES | $4,702 | $1,176 | $3,526 |
| MARKETING | $22,840 | $5,710 | $17,130 |
| PLANNING | $17,826 | $4,457 | $13,369 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| NYS FILING FEE | $775 | $775 |
| ESTIMATED TAXES |
Comments