BETA

WESTMINSTER FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WESTMINSTER FOUNDATION (EIN 20-1405438)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-13
IRS object ID
202421349349301527
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2024-05-13T09:47:15-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN160765486PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUMSDEN & MCCORMICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1369 FRANKLIN STREETAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201405438EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTMINSTER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone7168487531PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 3352AddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP142403352ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAMELA HOKANSONPersonNm
Person TitleCEOPersonTitleTxt
Phone7168487531PhoneNum
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAMELAPersonFirstNm
Person LastHOKANSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH M HOPKINSPreparerPersonNm
PTINP02010701PTIN
Phone7168563300PhoneNum
Preparation2024-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1BUFFALO PROMISE NEIGHBORHOODBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerPAMELA HOKANSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1465 MAIN STREET SUITE 510AddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$159,741GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressBUFFALOPROMISENEIGHBORHOOD.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionINTEGRATED TEAM OF ENGAGED PROFESSIONALS FOCUSED ON REVITALIZATION THROUGH EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers94TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,999,020PYContributionsGrantsAmt
CY Contributions Grants$155,633CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$497PYInvestmentIncomeAmt
CY Investment Income$4,108CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,999,517PYTotalRevenueAmt
CY Total Revenue$159,741CYTotalRevenueAmt
PY Grants And Similar Paid$197,463PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$153,039CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,919PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,788CYTotalFundraisingExpenseAmt
PY Other Expenses$2,095,267PYOtherExpensesAmt
CY Other Expenses$1,132,229CYOtherExpensesAmt
PY Total Expenses$2,295,649PYTotalExpensesAmt
CY Total Expenses$1,285,268CYTotalExpensesAmt
PY Revenues Less Expenses$703,868PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,125,527CYRevenuesLessExpensesAmt
Total Assets BOY$9,595,942TotalAssetsBOYAmt
Total Assets EOY$8,834,532TotalAssetsEOYAmt
Total Liabilities BOY$201,275TotalLiabilitiesBOYAmt
Total Liabilities EOY$285,551TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,394,667NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,548,981NetAssetsOrFundBalancesEOYAmt
MissionTHE BUFFALO PROMISE NEIGHBORHOOD (BPN) IS A UNIQUE COLLABORATION WORKING TO TRANSFORM A COMMUNITY THROUGH STRATEGIES ON ACADEMIC ACHIEVEMENT AND NEIGHBORHOOD REVITALIZATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$300,255ExpenseAmt
Grant$153,039GrantAmt
DescBPN MANAGES THE WESTMINSTER COMMUNITY CHARTER SCHOOL WITHIN THE BUFFALO PROMISE NEIGHBORHOOD FOCUSING ON IMPROVING ACADEMIC ACHIEVEMENT AND CREATING NEW OPPORTUNITIES FOR STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$63,966ExpenseAmt
DescBPN FOCUSES ON COMMUNITY ENGAGEMENT AND REVITALIZATION THROUGH COMMUNITY EDUCATION AND WELLNESS. PRINCIPAL ACTIVITIES INCLUDE HELPING TO STRENGTHEN FAMILIES, STUDENTS AND OUR SCHOOLS. THE TWO GENERATION PROGRAM OFFERS A WHOLE FAMILY APPROACH BY BUILDING ON FAMILY STRENGTHS WHILE SUPPORTING ACADEMIC ACHIEVEMENT, HEALTHY CHILD DEVELOPMENT, AND OVERALL FAMILY WELLNESS. FAMILY WELLNESS WRAP-AROUND SUPPORTS INCLUDE A FAMILY SPECIALIST, FINANCIAL COACHING, AND JOB PLACEMENT SERVICES. THERE ARE COMMUNITY PROGRAMS ALSO SUPPORTED SUCH AS WELLNESS EVENTS AND A NEIGHBORHOOD FARMER'S MARKET.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$785,648ExpenseAmt
DescBPN MANAGES TWO CHILDREN'S ACADEMIES TO HELP PREPARE CHILDREN FOR SUCCESSFUL TRANSITION TO KINDERGARTEN, ELEMENTARY SCHOOL, AND BEYOND. THE ACADEMIES ARE OPERATED BY THE COMMUNITY ACTION ORGANIZATION OF WNY AND EDUKIDS SERVING UP TO 113 CHILDREN FROM INFANCY TO AGE 5.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,149,869TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAURA FERRINOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7168487531PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1465 MAIN STREET SUITE 510AddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14203ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
TRACY S WOODROW
CHAIR1.00Yes (X)Yes (X)$0$0$0
AMY J MESI
SECRETARY1.00Yes (X)Yes (X)$0$0$0
ROBERT BENNETT
DIRECTOR1.00Yes (X)$0$0$0
ELIZABETH CZARNECKI
DIRECTOR1.00Yes (X)$0$0$0
RASHIDA DOWELL
DIRECTOR1.00Yes (X)$0$0$0
ERIC FELDSTEIN
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$50,659FederatedCampaignsAmt
All Other Contributions$104,974AllOtherContributionsAmt
Total Contributions$155,633TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,108TotalRevenueColumnAmt
Exclusion$4,108ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$159,741TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,108ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$153,039TotalAmt
Program Services$153,039ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$542,929TotalAmt
Program Services$454,458ProgramServicesAmt
Management And General$78,683ManagementAndGeneralAmt
Fundraising$9,788FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$21,304TotalAmt
Program Services$14,750ProgramServicesAmt
Management And General$6,554ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,027TotalAmt
Management And General$17,027ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$14,560TotalAmt
Program Services$3,600ProgramServicesAmt
Management And General$10,960ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$896TotalAmt
Program Services$46ProgramServicesAmt
Management And General$850ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,060TotalAmt
Program Services$16,429ProgramServicesAmt
Management And General$631ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,708TotalAmt
Program Services$18,708ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,367TotalAmt
Program Services$759ProgramServicesAmt
Management And General$1,608ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$606TotalAmt
Program Services$386ProgramServicesAmt
Management And General$220ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$273,766TotalAmt
Program Services$273,766ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,567TotalAmt
Program Services$20,257ProgramServicesAmt
Management And General$4,310ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
MAINTENANCE & REPAIRS$93,998$93,998
CONTRACTED SERVICES$82,023$82,023

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$22,418TotalAmt
Program Services$17,650ProgramServicesAmt
Management And General$4,768ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,285,268TotalAmt
Program Services$1,149,869ProgramServicesAmt
Management And General$125,611ManagementAndGeneralAmt
Fundraising$9,788FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$910,352BOYAmt
EOY$25,853EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,169,764BOYAmt
EOY$4,463,873EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$400,000BOYAmt
EOY$200,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,078BOYAmt
EOY$312,925EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,081BOYAmt
EOY$6,980EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,764,892LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,939,991LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,098,667BOYAmt
EOY$3,824,901EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,595,942BOYAmt
EOY$8,834,532EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$201,275BOYAmt
EOY$285,551EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$201,275BOYAmt
EOY$285,551EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,293,396BOYAmt
EOY$5,738,518EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,101,271BOYAmt
EOY$2,810,463EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,394,667BOYAmt
EOY$8,548,981EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,595,942BOYAmt
EOY$8,834,532EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,125,527ReconcilationRevenueExpnssAmt
Prior Period Adjustments$279,841PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,284,902CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,283,781CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,502,683CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,999,020CurrentTaxYearMinus1YearAmt
Current Tax Year$155,633CurrentTaxYearAmt
Total$16,226,019TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,284,902CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,283,781CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,502,683CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,999,020CurrentTaxYearMinus1YearAmt
Current Tax Year$155,633CurrentTaxYearAmt
Total$16,226,019TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$12,636,485SubstantialContributorsTotAmt
Public Support Total170$3,589,534PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,673CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,065CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,906CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$497CurrentTaxYearMinus1YearAmt
Current Tax Year$4,108CurrentTaxYearAmt
Total$12,249TotalAmt
FieldValueIRS element (for citing)
Total Support$16,238,268TotalSupportAmt
Public Support CY1700.22110PublicSupportCY170Pct
Public Support PY1700.25950PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestBPN MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, GOVERNMENTAL ENTITIES, PUBLIC CHARITIES AND PRIVATE FOUNDATIONS. BPN IS ACTIVELY ENGAGED IN SOLICITING SUPPORT FROM A VARIETY OF ORGANIZATIONS, INCLUDING BOTH EXISTING AND NEW FUNDING SOURCES, TO ENSURE IT CAN CONTINUE TO PROVIDE SUPPORT TO THE COMMUNITY. BPN HAS A GOVERNING BOARD THAT REPRESENT THE BROAD INTERESTS OF THE GENERAL PUBLIC IN THE BUFFALO AREA. BPN'S BOARD IS A DIVERSE GROUP WITH VARYING SKILL SETS. BPN GENERALLY PROVIDES FACILITIES OR SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON AN ONGOING BASIS TO TRANSFORM THE COMMUNITY THROUGH ACADEMIC ACHIEVEMENT AND NEIGHBORHOOD REVITALIZATION. BPN WORKS WITHIN THE 14215-ZIP CODE ON BUFFALO'S UPPER EAST SIDE, IN A UNIQUE PUBLIC/PRIVATE PARTNERSHIP BRINGING TOGETHER LOCAL BUSINESS, COMMUNITY AND PHILANTHROPIC LEADERS TO HELP BUILD AND SUSTAIN STRONGER COMMUNITIES WITHIN THE CITY OF BUFFALO.FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$65,000OtherCostOrOtherBasisAmt
Book Value$65,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,104,965OtherCostOrOtherBasisAmt
Depreciation$1,128,503DepreciationAmt
Book Value$1,976,462BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,361,117OtherCostOrOtherBasisAmt
Depreciation$601,094DepreciationAmt
Book Value$1,760,023BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$233,810OtherCostOrOtherBasisAmt
Depreciation$210,394DepreciationAmt
Book Value$23,416BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,824,901TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$658,005TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$498,264DonatedServicesAndUseFcltsAmt
Revenue Not Reported$498,264RevenueNotReportedAmt
Revenue Subtotal$159,741RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$159,741TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,783,532TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$498,264DonatedServicesUseFcltsAmt
Expenses Not Reported$498,264ExpensesNotReportedAmt
Expenses Subtotal$1,285,268ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,285,268TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient14RecipientCnt
Cash Grant$153,039CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceSCHOLARSHIPS PAID DIRECTLY TO EDUCATIONAL INSTITUTIONSNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAS PART OF BPN'S DEDICATION TO THE COMMUNITY IT SERVES, THEY OFFER A SCHOLARSHIP PROGRAM TO THE STUDENTS OF THE SCHOOLS THEY SERVE TO SUPPORT THOSE STUDENTS AS THEY MOVE ONTO THEIR NEXT LEVEL OF EDUCATION. THE CRITERIA OF THE SCHOLARSHIP PROGRAM IS CLEARLY DEFINED AND CLOSELY MONITORED BY MANAGEMENT. IF A STUDENT WAS TO LEAVE THE SCHOOL FOR WHICH A SCHOLARSHIP WAS PROVIDED, THE SCHOOL REIMBURSES BPN FOR ANY UNAPPLIED PORTION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2ERIC FELDSTEIN, RASHIDA DOWELL, AMY J. MESI, AND TRACY WOODROW ARE ALL EMPLOYEES OF M&T BANK. BPN IS MANAGED AD RUN BY EMPLOYEES WHO ARE FUNDED BY M&T BANK (THROUGH IN-KIND SERVICES).
FORM 990, PART VI, SECTION A, LINE 3BPN DELEGATES CONTROL OVER MANAGEMENT DUTIES TO M&T BANK WHO PROVIDES LOANED ADMINISTRATIVE AND MANAGEMENT SERVICES.
FORM 990, PART VI, SECTION B, LINE 11BBPN HAS ENGAGED ITS PUBLIC ACCOUNTING FIRM TO PREPARE THE FORM 990. MANAGEMENT THEN PERFORMS A DETAILED REVIEW OF THE DRAFT, AND UPON APPROVAL BY MANAGEMENT, IT IS SUBJECT TO FINAL APPROVAL BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO AND REVIEWED BY ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES ON AN ANNUAL BASIS. ANY ACTUAL OR POTENTIAL CONFLICTS ARE REQUIRED TO BE DISCLOSED AND IN A SITUATION WHERE SUCH A CONFLICT EXISTS, THAT PERSON WOULD BE PERMITTED PRESENT INFORMATION CONCERNING THE PROPOSED TRANSACTION, BUT THEY MAY NOT OTHERWISE BE PRESENT AT OR PARTICIPATE IN THE DELIBERATIONS OR VOTING OF THE BOARD OR COMMITTEE, AS APPLICABLE.
FORM 990, PART VI, SECTION C, LINE 19BPN MAKES ITS FORM 990 AS WELL AS OTHER DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH A PUBLIC NOTICE.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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