THE FRANK G RAICHLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE FRANK G RAICHLE FOUNDATION (EIN 11-2654942)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202421279349102902
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T15:01:32-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043728817 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRONCONI SEGARRA & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8321 MAIN STREET | AddressLine1Txt |
| City | WILLIAMSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112654942 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANK G RAICHLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 7168772039 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 MIDDLESEX ROAD | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142163618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH L HALPERN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7168772039 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RALPH | PersonFirstNm |
| Person Last | HALPERN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM P OHAR CPA | PreparerPersonNm |
| PTIN | P00844640 | PTIN |
| Phone | 7166331373 | PhoneNum |
| Preparation | 2024-05-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,108,413 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,246 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,246 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,556 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,435 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,556 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $101,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,831 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,884 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $488 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $561 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $559 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,004 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,049 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $559 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,604 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,049 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,159 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,782 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,941 | CashBOYAmt |
| Cash EOY | $3,048 | CashEOYAmt |
| Cash EOYFMV | $3,048 | CashEOYFMVAmt |
| Corporate Stock BOY | $305,654 | CorporateStockBOYAmt |
| Corporate Stock EOY | $298,774 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,105,365 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $309,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $301,822 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,108,413 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $309,595 | CapitalStockBOYAmt |
| Capital Stock EOY | $301,822 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $309,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $301,822 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $309,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $301,822 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $309,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,773 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $301,822 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $301,822 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO: AXP | P | 1996-08-14 | 2023-12-05 | $6,705 | $515 | $6,190 | $6,190 |
| AMERIPRISE FINL: AMP | P | 1991-08-12 | 2023-12-05 | $6,652 | $92 | $6,560 | $6,560 |
| AON PLC: AON | P | 1994-02-22 | 2023-12-05 | $6,777 | $1,031 | $5,746 | $5,746 |
| MARSH & MC LENNAN CO: MMC | P | 1995-05-15 | 2023-12-05 | $6,668 | $447 | $6,221 | $6,221 |
| NORTHERN TRUST CORP: NTRS | P | 1995-03-13 | 2023-12-05 | $6,737 | $750 | $5,987 | $5,987 |
| SEMPRA: SRE | P | 1995-10-13 | 2023-12-05 | $6,705 | $1,116 | $5,589 | $5,589 |
| THE COCA-COLA CO: KO | P | 1995-08-02 | 2023-12-05 | $6,741 | $1,940 | $4,801 | $4,801 |
| UNION PACIFIC CORP: UNP | P | 1995-10-16 | 2023-12-05 | $6,729 | $324 | $6,405 | $6,405 |
| WELLS FARGO & CO: WFC | P | 1991-05-16 | 2023-12-05 | $6,721 | $664 | $6,057 | $6,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,556 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,350 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,350 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $51 | TaxDueAmt |
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 | 0 | 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 | RALPH L HALPERN | IndividualWithBooksNm |
| Phone | 7168772039 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 MIDDLESEX RD | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142163618 | 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 (5 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RALPH L HALPERN | |||||||||||||
| 88 MIDDLESEX RD | BUFFALO | NY | 142163618 | TRUSTEE, PRESIDENT & TREASURER | 0.60 | $0 | $0 | $0 | |||||
| FREDICK B COHEN | |||||||||||||
| 167 WINDSOR AVE | BUFFALO | NY | 142091032 | TRUSTEE, VICE PRESIDENT & SECRETARY | 0.20 | $0 | $0 | $0 | |||||
| LYDIA L HALPERN | |||||||||||||
| 166 SAINT MARKS AVE APT 1 | BROOKLYN | NY | 11238 | TRUSTEE & VICE PRESIDENT | 0.20 | $0 | $0 | $0 | |||||
| BRUCE J HALPERN | |||||||||||||
| 97 CRYSTAL SPRINGS LANE | EAST AMHERST | NY | 14051 | TRUSTEE & VICE PRESIDENT | 0.20 | $0 | $0 | $0 | |||||
| ERIC B HALPERN | |||||||||||||
| TRUSTEE & VICE PRESIDENT | 0.20 | $0 | $0 | $0 | 102 MACPERHSON AVE | TORONTO | ON | CA | M5R 1WB | ||||
| 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 | $1,908,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,932,404 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,932,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,903,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,171 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,171 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,401 | TotalTaxAmt |
| Distributable Before Adj | $93,770 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,770 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,770 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,159 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,159 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,770 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $106,545 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,159 | QualifyingDistributionsAmt |
| Applied To Year1 | $106,545 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $614 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $93,156 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 21ST CENTURY PARK ON THE OUTER HARBOR INC | ||||||
| 33 GATES CIRCLE NO 5E | BUFFALO | NY | 14209 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| BUFFALO OLMSTED PARKS CONSERVANCY INC | ||||||
| 84 PARKSIDE AVE | BUFFALO | NY | 14214 | 501(C)(3) | GENERAL PURPOSE | $3,300 |
| BUFFALO THERAPEUTIC RIDING CENTER INC | ||||||
| 950 AMHERST STREET | BUFFALO | NY | 14216 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| CAMP GOOD DAYS & SPECIAL TIMES INC | ||||||
| 1332 PITTSFORD-MENDON RD | MENDON | NY | 14506 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| CENTER FOR JEWISH LIFE INC | ||||||
| 757 HOPKINS RD | BUFFALO | NY | 14221 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| COMPASS HOUSE | ||||||
| 370 LINWOOD AVE | BUFFALO | NY | 14209 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| ERIE COUNTY BAR ASSOCIATION VOLUNTEER LAWYERS PROJECT INC | ||||||
| 438 MAIN STREET 7TH FLOOR | BUFFALO | NY | 14202 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| GAY & LESBIAN YOUTH SERVICES OF WESTERN NEW YORK INC | ||||||
| 741 MAIN STREET 1ST FLOOR | BUFFALO | NY | 14203 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| GERARD PLACE HOUSING DEVELOPMENT FUND COMPANY | ||||||
| 2515 BAILEY AVENUE | BUFFALO | NY | 14215 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| GIGIS PLAYHOUSE INC | ||||||
| 326 KENMORE AVEUE | BUFFALO | NY | 14223 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| GRASSROOTS GARDENS OF BUFFALO INC | ||||||
| 389 BROADWAY | BUFFALO | NY | 14204 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| GREATER BUFFALO ADAPTIVE SPORTS INC | ||||||
| 9 SAGEBUSH LANE | LANCASTER | NY | 14086 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| JOURNEYS END REFUGEE SERVICES INC | ||||||
| 2495 MAIN STREET SUITE 538 | BUFFALO | NY | 14214 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| KIDS ESCAPING DRUGS INC | ||||||
| 920 HARLEM ROAD | WEST SENECA | NY | 14224 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| MUSICALFARE THEATRE COMPANY INC | ||||||
| 4380 MAIN STREET SUITE 123 | BUFFALO | NY | 14226 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| PRESERVATION BUFFALO NIAGARA | ||||||
| 617 MAIN STREET 201 | BUFFALO | NY | 14202 | 501(C)(3) | GENERAL PURPOSE | $3,300 |
| RESOURCE COUNCIL OF WNY INC | ||||||
| 347 EAST FERRY STREET | BUFFALO | NY | 14208 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| RURAL OUTREACH CENTER INC | ||||||
| 730 OLEAN ROAD | EAST AURORA | NY | 14052 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| SAVE THE MICHAELS OF THE WORLD INC | ||||||
| 737 DELAWARE AVE SUITE 100 | BUFFALO | NY | 14209 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| UJIMA COMPANY INC | ||||||
| 429 PLYMOUTH AVE SUITE 2 | BUFFALO | NY | 14213 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| WESTERN NEW YORK LAW CENTER INC | ||||||
| 37 FRANKLIN ST 2ND FLOOR | BUFFALO | NY | 14202 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| WESTMINSTER ECONOMIC DEVELOPMENT INITIATIVE INC | ||||||
| 436 GRANT STREET | BUFFALO | NY | 14213 | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,600 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,246 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,556 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $101,831 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,831 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC - 1,000 SHARES | $17,030 | $16,780 |
| AMERICAN EXPRESS CO - 2,177 SHARES | $30,116 | $407,838 |
| AMERIPRISE FINL - 545 SHARES | $5,312 | $207,007 |
| AON PLC - 791 SHARES | $38,822 | $230,197 |
| AVANOS MEDICAL INC - 100 SHARES | $1,291 | $2,243 |
| CAMPBELL SOUP CO - 1,100 SHARES | $27,472 | $47,553 |
| CSX CORP - 1800 SHARS | $4,637 | $62,406 |
| JOHNSON & JONSON - 661 SHARES | $11,768 | $103,605 |
| KIMERLY CLARK CORP - 764 SHARES | $28,460 | $92,834 |
| MARSH & MC LENNAN CO - 530 SHARES | $6,964 | $100,419 |
| NORTHERN TRUST CORP - 1,434 SHARES | $12,808 | $121,001 |
| PFIZER INC - 2,699 SHARES | $9,924 | $77,704 |
| SEMPRA ENERGY - 1,512 SHARES | $17,946 | $112,992 |
| THE COCA-COLA CO - 1,791 SHARES | $31,617 | $105,544 |
| UNION PACIFIC CORP - 983 SHARES | $10,993 | $241,444 |
| VERIZON COMMUNICATION - 363 SHARES | $12,197 | $13,685 |
| VIATRIS INC - 378 SHARES | $614 | $4,094 |
| WARNER BROTHERS DISCOVER - 241 SHARES | $5,206 | $2,743 |
| WELLS FARGO & CO - 2,653 SHARES | $11,771 | $130,581 |
| ZIMMER BIOMET HLDGS - 200 SHARES | $13,507 | $24,340 |
| ZIMVIE INC -20 SHARES | $319 | $355 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PUBLICATION | $45 | $23 | $0 | $22 |
| NYS FILING FEE | $250 | $125 | $0 | $125 |
| ACCOUNTING | $825 | $413 | $0 | $412 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAX ON INVESTMENT INCOME | $1,396 | $0 | $0 | $0 |
| TAX ON FOREIGN INVESTMENT INCOME | $488 | $488 | $0 | $0 |
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