SCOTT BIELER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT BIELER FOUNDATION INC (EIN 81-2815534)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2025-04-21
- IRS object ID
- 202501119349100170
- Schema version
- 2023v6.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-21T13:19:50-05:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161492835 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERSPIEL PFEIFER & KUBICKI CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 MAIN STREET | AddressLine1Txt |
| City | SNYDER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142264500 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812815534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT BIELER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 7169267494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R BIELER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7169267494 | PhoneNum |
| Signature | 2025-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN J FEDERSPIEL CPA | PreparerPersonNm |
| PTIN | P00504309 | PTIN |
| Phone | 7168396539 | PhoneNum |
| Preparation | 2025-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $11,855,253 | 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 | $4,464,568 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $390 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $390 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $240,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240,795 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$48,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,424,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $147,464 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,804,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $241,185 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,340 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $142,068 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,265 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,265 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,108,707 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,108,707 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,256,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,265 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,108,707 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $548,198 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $226,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,551,230 | CashBOYAmt |
| Cash EOY | $725,000 | CashEOYAmt |
| Cash EOYFMV | $725,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $265,122 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,553,039 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,553,038 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,506,613 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,850,036 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,530,771 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $500,003 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $500,003 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $585,631 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $681,079 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $643,180 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,755,786 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,903,251 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,903,261 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,664,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,212,408 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,855,253 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,664,382 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,212,408 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,664,382 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,212,408 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,664,382 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,212,408 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,664,382 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $548,198 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,212,580 | SubtotalAmt |
| Other Decreases | $172 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,212,408 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TREASURY | P | 2021-03-05 | 2023-06-05 | $299,479 | $337,862 | -$38,383 | -$38,383 |
| TRIMBLE INC | P | 2019-05-13 | 2023-06-15 | $35,000 | $35,000 | $0 | $0 |
| IHS MARKETS LTD | P | 2018-07-23 | 2023-08-01 | $24,000 | $23,986 | $14 | $14 |
| US TREASURY | P | 2023-05-02 | 2023-10-31 | $201,000 | $199,280 | $1,720 | $1,720 |
| WALGREENS | P | 2020-01-07 | 2023-11-29 | $27,283 | $29,317 | -$2,034 | -$2,034 |
| SEAGATE | P | 2021-12-10 | 2023-11-30 | $12,546 | $14,955 | -$2,409 | -$2,409 |
| US TREASURY | P | 2023-01-11 | 2023-12-28 | $2,000,000 | $2,000,000 | $0 | $0 |
| US TREASURY | P | 2024-01-02 | 2024-03-28 | $2,025,000 | $2,025,000 | $0 | $0 |
| US TREASURY | P | 2022-04-06 | 2024-04-01 | $300,000 | $298,741 | $1,259 | $1,259 |
| US TREASURY | P | 2022-03-08 | 2024-04-30 | $1,500,000 | $1,508,569 | -$8,569 | -$8,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$48,402 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,154 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,154 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,154 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $72 | EsPenaltyAmt |
| Overpayment | $3,274 | OverpaymentAmt |
| Applied To ES Tax | $3,274 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STANLEY A KICINSKI | IndividualWithBooksNm |
| Phone | 7169267052 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT R BIELER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | PRESIDENT/DIRECTOR | 5.00 | $0 | $0 | $0 |
| KATHRYN BIELER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| MATTHEW A LASHER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | SECRETARY/TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| STANLEY A KICINSKI | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,209,304 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,628,093 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,903,261 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,740,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,740,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,564,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $578,227 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $578,227 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,154 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,154 | TotalTaxAmt |
| Distributable Before Adj | $575,073 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $575,073 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $575,073 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,108,707 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,108,707 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $575,073 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $209,492 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,222 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,081,333 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,418,798 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,803,845 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,108,707 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $575,073 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,533,634 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,337,479 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,337,479 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $209,492 | ExcessFromYear4Amt |
| Excess From Year3 | $94,222 | ExcessFromYear3Amt |
| Excess From Year2 | $2,081,333 | ExcessFromYear2Amt |
| Excess From Year1 | $1,418,798 | ExcessFromYear1Amt |
| Excess From Current Year | $3,533,634 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT R BIELER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMHERST POLICE FOUNDATION | ||||||
| 1955 WEHRLE DRIVE | WILLIAMSVILLE | NY | 14221 | PC | GENERAL DONATION | $12,500 |
| AURORA COLDEN FIRE DIST #6 WEST FALL FIRE COMPANY | ||||||
| 1864 DAVID RD | WEST FALLS | NY | 14170 | PC | BUILDING FUND | $500,000 |
| AURORA WALDORF SCHOOL | ||||||
| 525 W FALLS RD | WEST FALLS | NY | 14170 | PC | GENERAL DONATION | $10,000 |
| BEST SELF BEHAVIORAL HEALTH | ||||||
| 3350 MAIN STREET | BUFFALO | NY | 14214 | PC | BUILDING FUND FOR THE CHILD ADVOCACY CENTER | $400,000 |
| BISON CHILDREN'S SCHOLARSHIP FUND | ||||||
| 284 DELAWARE AVENUE | BUFFALO | NY | 14202 | PC | DONATION | $10,000 |
| BOYS AND GIRLS CLUB OF DEPEWLANCASTER | ||||||
| 60 PRESTON ST | DEPEW | NY | 14043 | PC | TO SUPPORT THE PROGRAMING OF THE CLUB FOR THE BENEFIT OF YOUNG PEOPLE IN THE AREA | $16,000 |
| BUFFALO HEARING & SPEECH CENTER | ||||||
| 50 E NORTH STREET | BUFFALO | NY | 14203 | PC | GENERAL DONATION MATCH FOR GALA | $12,500 |
| BUFFALO PHILHARMONIC ORCHESTRA | ||||||
| 3 SYMPHONY CIRCLE | BUFFALO | NY | 14201 | PC | MEMORIAL DONATION | $50,000 |
| BUFFALO RENAISSANCE FOUNDATION | ||||||
| PO BOX 322 | BUFFALO | NY | 14205 | PC | BOOKS FOR THE ANNUAL VETERANS LUNCHEION | $9,329 |
| CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION | ||||||
| 818 ELLICOTT ST | BUFFALO | NY | 14203 | PC | PATRICIA ALLEN FUND | $100,017 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 100 COLLEGE PKWY STE 280 | WILLIAMSVILLE | NY | 14221 | PC | TO PROVIDE RESOURCES FOR THE TREATMENT AND CURE OF CYSTIC FIBROSIS | $10,000 |
| DAEMEN UNIVERSITY | ||||||
| 4380 MAIN STREET | AMHERST | NY | 14226 | PC | SCHOLARSHIP FUND FOR MEDICAL AND HEALTHCARE EFFORTS | $200,000 |
| HISPANIC HERITAGE COUNCIL OF WNY | ||||||
| PO BOX 361 | BUFFALO | NY | 14201 | PC | NEW CULTURAL CENTER BUILDING | $113,529 |
| HOSPICE WNY | ||||||
| PO BOX 590 | BUFFALO | NY | 14240 | PC | PEDIATRIC ESSENTIAL CARE | $22,680 |
| JERICHO ROAD MINISTRIES | ||||||
| 184 BARTON STREET | BUFFALO | NY | 14213 | PC | CAPITAL CAMPAIGN FOR THE COMMUNITY HEALTH CENTERS | $100,000 |
| JOCOTOCO CONSERVATION FOUNDATION USA | ||||||
| PO BOX 38274 | BALTIMORE | MD | 21231 | PC | MEMORIAL DONATION | $1,000 |
| KENMORE MERCY FOUNDATION | ||||||
| 2950 ELMWOOD AVE | KENMORE | NY | 14127 | PC | EMERGENCY ROOM ENOVATION PROJECT | $200,000 |
| LYME WNY | ||||||
| PO BOX 8 | SPRINGBROOK | NY | 14140 | PC | TO PROVIDE EDUCATION AND SUPPORT FOR THOSE WITH LYME DISEASE | $50,000 |
| MADONNA OF THE STREETS | ||||||
| PO BOX 448 | BUFFALO | NY | 14215 | PC | CONSTRUCTION OF THE MOTHER HOUSE AND REPAIR OF SIENNA CENTER | $303,686 |
| NEW ERA CAP FOUNDATION | ||||||
| 160 DELAWARE AVENUE | BUFFALO | NY | 14202 | PC | GENERAL DONATION | $80,000 |
| NICHOLS SCHOOL | ||||||
| 1250 AMHERST ST | BUFFALO | NY | 14216 | PC | BE THE SUN INCENTIVE | $10,000 |
| OLV CHARITIES | ||||||
| 780 RIDGE ROAD | BUFFALO | NY | 14218 | PC | CAPITAL CAMPAIGN CONTRIBUTION | $100,000 |
| ORCHARD PARK BOYS AND GIRLS CLUB | ||||||
| 25 S LINCOLN AVE | ORCHARD PARK | NY | 14127 | PC | TO PROVIDE PROGRAM SUPPORT TO BENEFIT YOUNG PEOPLE IN THE AREA | $119,182 |
| POLICE EMERALD SOCIETY OF BALTIMORE | ||||||
| PO BOX 33 | BALDWIN | MD | 21013 | PC | DONATION | $1,000 |
| PUNT PEDIATRIC CANCER COLLABORATIVE INC | ||||||
| 712 MAIN STREET | BUFFALO | NY | 14202 | PC | TO PROVIDE FINANCIAL SUPPORT FOR FAMILIES FACING A PEDIATRIC CAN CER DIAGNOSIS | $30,000 |
| ROSWELL PARK ALLIANCE | ||||||
| ELM AND CARLTON STREETS | BUFFALO | NY | 14263 | PC | TO PROVIDE FUNDS FOR CANCER RESEARCH TREATMENT AND PREVENTION PROGRAMS, TO ALSO SUPPORT FUNDRAISING EVENTS TO RAISE ADDITIONAL FUNDS FOR THAT PURPOSE. | $605,000 |
| RURAL OUTREACH CENTER | ||||||
| 730 OLEAN ROAD | EAST AURORA | NY | 14052 | PC | TO SUPPORT THE CENTERS EFFORTS TO REDUCE POVERTY THROUGH HELP AND EDUCATION MEANS. | $505,000 |
| SPECIAL OLYMPICS | ||||||
| 2821 WEHRLE DRIVE | WILLIAMSVILLE | NY | 14221 | PC | DONATION TO BENEFIT NY UNITED | $13,500 |
| ST PAULS LUTHERAN CHURCH | ||||||
| 53 W FALLS ROAD | WEST FALLS | NY | 14170 | PC | FOR MINISTRY SUPPORT | $21,000 |
| UB FOUNDATION | ||||||
| P O BOX 900 | BUFFALO | NY | 14226 | PC | FOR THE UB MEDICAL SCHOOL ALUMNI ASSOCIATION SCHOLARSHIP FUND | $20,000 |
| UNIVERSITY AT BUFFALO | ||||||
| 103 CENTER FOR TOMORROW | BUFFALO | NY | 14260 | PC | UB PEDIATRIC CF CENTER | $50,000 |
| VILLA MARIA COLLEGE | ||||||
| 240 PINE RODGE RD | BUFFALO | NY | 14225 | DONATION FOR THE NEW LIBRARY | $300,000 | |
| WEST FALLS CENTER FOR THE ARTS | ||||||
| 1863 DAVIS ROAD | WEST FALLS | NY | 14170 | PC | DONATION | $10,000 |
| WNY LAND CONSERVANCY | ||||||
| PO BOX 471 | EAST AURORA | NY | 14052 | PC | TO PROVIDE RESOURCES TO THE PROVIDENCE FARM PROJECT THAT PROVIDES FRESH PRODUCE TO LOCAL COMMUNITIES | $122,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,108,707 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $390 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $240,795 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $147,464 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$48,402 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $340,247 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $340,247 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 2 | ALL INCOME BEING GENERATED IS BEING USED TO IMPROVE THE HEALTH AND |
| 3 | WELFARE OF INDIVIDUALS, TO ADVANCE BIOMEDICAL RESEARCH |
| 7 | TO FURTHER EDUCATION & PROMOTE LAND CONSERVANCY |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | SCOTT BIELER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,464,568 | 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 | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $681,079 | EOYBookValueAmt |
| EOYFMV | $643,180 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $500,003 | EOYBookValueAmt |
| EOYFMV | $500,003 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,850,036 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,530,771 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,340 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MASS MUTUAL WHOLE LIFE INSURANCE POLICY 9776740 CSV | $1,731,793 | $1,871,363 | $1,871,373 |
| MASS MUTUAL POLICY 15691165 CSV | $23,993 | $31,888 | $31,888 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAX | $169 |
| FEDERAL PENALTY | $3 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING AND PROMOTION | $3,100 | $0 | $0 |
| FILING FEE | $750 | $0 | $0 |
| INVESTMENT FEES | $14,265 | $14,265 | $0 |
| INSURANCE PREMIUMS | $123,880 | $0 | $0 |
| BANK FEES | $73 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CSV INCREASE | Desc |
| Revenue And Expenses Per Books | $147,464 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $147,464 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R BIELER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
Comments