W H GREENE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- W H GREENE FOUNDATION (EIN 33-1049504)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202431359349101248
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T09:10:34-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCPACOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | 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 | 331049504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WH GREENE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHGR | BusinessNameControlTxt |
| Phone | 7168051090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUAKER ROAD | AddressLine1Txt |
| City | EAST AURORA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAITLIN GREENE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7168051090 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAITLIN | PersonFirstNm |
| Person Last | GREENE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA T SCAROZZA | PreparerPersonNm |
| PTIN | P01240837 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $12,265,556 | 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 | $2,148,709 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55,017 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55,017 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $229,799 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $499,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,350 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,437,875 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,166 | 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 |
| Taxes Rev And Expnss | $1,921 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $421 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,941 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53,079 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,862 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,862 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $529,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $529,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $596,212 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $541,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,841,663 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,666 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,676,804 | CashBOYAmt |
| Cash EOY | $58,078 | CashEOYAmt |
| Cash EOYFMV | $58,078 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $936,674 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,569,050 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,569,050 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $5,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,000 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $6,577,526 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,403,402 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,633,428 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,191,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,035,530 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,265,556 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,398,175 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,398,175 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,792,829 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,637,355 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,191,004 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,035,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,191,004 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,035,530 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,191,004 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,841,663 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,863 | OtherIncreasesAmt |
| Subtotal | $11,035,530 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,035,530 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $495,271 | $494,754 | $517 | $517 |
| CAPITAL GAINS DIVIDENDS | P | $3,833 | $3,833 | $3,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,350 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,276 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,276 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,276 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,656 | 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 | $1,656 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,620 | 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 | 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 | CAITLIN GREENE | IndividualWithBooksNm |
| Phone | 7168051090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUAKER ROAD | AddressLine1Txt |
| City | EAST AURORA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14052 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARY JANE GREENE | ||||||||
| 33 ORCHARD TERRACE | ORCHARD PARK | NY | 14127 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| TERRENCE G GREENE | ||||||||
| 3443 S CREEK RD | HAMBURG | NY | 14075 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JENNIFER L GREENE | ||||||||
| 15 WINTERHALL DR | ORCHARD PARK | NY | 14127 | TREASURER & TRUSTEE | 1.00 | $0 | $0 | $0 |
| KRISTIE A GREENE | ||||||||
| 2311 W MORRISON AVENUE UNIT 15 | TAMPA | FL | 33629 | SECRETARY & TRUSTEE | 0.01 | $0 | $0 | $0 |
| CAITLIN E GREENE | ||||||||
| 145 CHAUNCEY LANE | ORCHARD PARK | NY | 14127 | PRESIDENT & TRUSTEE | 0.01 | $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 | $8,346,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,885,801 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,231,870 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,231,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,078,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $503,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $503,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,276 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,276 | TotalTaxAmt |
| Distributable Before Adj | $500,644 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $500,644 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $500,644 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $541,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $541,212 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $500,644 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $53,909 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $31,314 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,223 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $541,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $500,644 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,568 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $125,791 | 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 | $125,791 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $53,909 | ExcessFromYear3Amt |
| Excess From Year1 | $31,314 | ExcessFromYear1Amt |
| Excess From Current Year | $40,568 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAITLIN GREENE CO WH GREENE ASSOCIA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUAKER ROAD | AddressLine1Txt |
| City | EAST AURORA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168051090 | RecipientPhoneNum |
| Recipient Email Address | CGREENE@WHGREENE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPROVAL OF AWARDS REQUIRES MAJORITY VOTE OF THE TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BISON CHILDREN'S SCHOLARSHIP FUND | |||||||
| PO BOX 1134 | BUFFALO | NY | 14205 | NONE | PUBLIC CHARITY | GENERAL | $3,000 |
| BOYS & GIRLS CLUBS | |||||||
| 1275 PEACHTREE STREET NE | ALANTA | GA | 30309 | NONE | PUBLIC CHARITY | GENERAL | $50 |
| CATHOLIC CHARITIES OF BUFFALO | |||||||
| 525 WASHINGTON ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| CHURCHES IN ACTION | |||||||
| 177 MAIN ST | HAMBURG | NY | 14075 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| DUNKIRK CONFERENCE CENTER | |||||||
| 3602 EAST LAKE ROAD | DUNKIRK | NY | 14048 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| FRIENDS OF THE NIGHT PEOPLE | |||||||
| 394 HUDSON ST | BUFFALO | NY | 14201 | NONE | PUBLIC CHARITY | GENERAL | $35,000 |
| GIRLS EDUCATION COLLABORATIVE | |||||||
| 640 ELLICOTT ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| HAMBURG ALUMNI PROGRAM | |||||||
| PO BOX 174 | HAMBURG | NY | 14075 | NONE | PUBLIC CHARITY | GENERAL | $300 |
| HARVEST HOUSE | |||||||
| 1782 SENECA ST | BUFFALO | NY | 14210 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| HOSPICE OF BUFFALO FOUNDATION | |||||||
| 225 COMO PARK BLVD | CHEEKTOWAGA | NY | 14227 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| MISERICORDIA HEART OF MERCY | |||||||
| 6300 NORTH RIDGE AVE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| NATIVITY OF OUR LORD SCHOOL | |||||||
| 4414 SOUTH BUFFALO ST | ORCHARD PARK | NY | 14127 | NONE | PUBLIC CHARITY | GENERAL | $8,000 |
| NOTHERN CHAUTAUQUA COMMUNITY FOUNDATION | |||||||
| 212 LAKE SHORE DR W | DUNKIRK | NY | 14048 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| OLV CHARITIES | |||||||
| 780 RIDGE RD | LACKAWANNA | NY | 14218 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| OUR LITTLE ROSES FOREIGN MISSION SOCIETY | |||||||
| PO BOX 530947 | MIAMA SHORES | FL | 33153 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| PUNT FOUNDATION | |||||||
| 640 ELLICOTT ST SUITE 461 | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | GENERAL | $26,000 |
| RESPONSE FOR LOVE CENTER | |||||||
| 130 KOSCIUSZKO ST | BUFFALO | NY | 14212 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| RETIREMENT FUND FOR RELIGIOUS | |||||||
| 795 MAIN ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| RIDE FOR ROSWELL | |||||||
| ELM CARLTON STREETS | BUFFALO | NY | 14263 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| ROSWELL PARK ALLIANCE FOUNDATION | |||||||
| ELM AND CARLTON STS | BUFFALO | NY | 14263 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| ST BONAVENTURE UNIVERSITY | |||||||
| 3261 W STATE RD | ST BONAVENTURE | NY | 14778 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| ST FRANCIS HIGH SCHOOL | |||||||
| 4129 LAKE SHORE ROAD | ATHOL SPRINGS | NY | 14010 | NONE | PUBLIC CHARITY | GENERAL | $54,000 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 4737 LAKE SHORE RD | HAMBURG | NY | 14075 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| ST LUKE'S MISSION OF MERCY | |||||||
| 325 WALDEN AVE | BUFFALO | NY | 14211 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| STOREHOUSE MISSION | |||||||
| 53 HILLSBORO DR | ORCHARD PARK | NY | 14127 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| VARIETY CLUB TELETHON | |||||||
| 193 DELEWARE AVE | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| WNY UNITED AGAINST DRUG & ALCOHOL ABUSE | |||||||
| 1067 HARLEM ROAD | CHEEKTOWAGA | NY | 14227 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| WOMEN'S AND CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION | |||||||
| 1028 MAIN ST FL 4 | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | GENERAL | $90,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $529,350 | 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 | $55,017 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229,799 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,350 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $289,166 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $289,166 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WH GREENE & ASSOCIATES INC | ||||||
| 1 | 400 QUAKER ROAD | EAST AURORA | NY | 14052 | $1,000,000 | Yes (X) |
| MARY JANE GREENE | ||||||
| 2 | 33 ORCHARD TERRACE | ORCHARD PARK | NY | 14127 | $1,146,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1290 DIVERSIFIED BOND CL I | AT COST | $266,729 | $224,944 |
| ARK GENOMIC REVOLUTION ETF | AT COST | $107,842 | $49,215 |
| ARK INNOVATION ETF | AT COST | $140,497 | $107,359 |
| CBOE VEST US LARGE CAP 10% BUFFER INSLT CL | AT COST | $250,000 | $303,198 |
| CIGNA STOCK | AT COST | $525,659 | $1,107,965 |
| ETF MANAGERS ETFMG PRIME MOBILE PAYMENTS ETF | AT COST | $88,680 | $92,820 |
| GOLDMAN SACHS ACTIVEBETA US LARGE CAP EQUITY ETF | AT COST | $53,277 | $93,810 |
| GOLDMAN SACHS FINL SQUARE PRIME OBLIGATIONS FIRST CL | AT COST | $1,749,389 | $1,749,290 |
| INVESCO GLOBAL SHORT TERM HIGH YIELD BOND ETF | AT COST | $44,768 | $35,545 |
| INVESCO QQQ ETF | AT COST | $139,829 | $376,758 |
| INVESCO S&P 500 GARP ETF | AT COST | $102,445 | $107,844 |
| ISHARES CORE US AGGREGATE BOND ETF | AT COST | $97,322 | $89,325 |
| ISHARES EXPANDED TECH SOFTWARE SECTOR ETF | AT COST | $105,144 | $97,354 |
| ISHARES MSCI EAFE ETF | AT COST | $73,887 | $91,626 |
| ISHARES MSCI EMERGING MARKETS ETF | AT COST | $57,999 | $58,103 |
| ISHARES RUSSELL 2000 ETF | AT COST | $156,992 | $186,259 |
| ISHARES S&P SMALL CAP 600 VALUE ETF | AT COST | $24,204 | $35,044 |
| JP MORGAN ULTRA SHORT INCOME ETF | AT COST | $505,900 | $502,300 |
| PIMCO BROAD US TIPS INDEX ETF | AT COST | $196,676 | $164,238 |
| PIMCO INCOME CL I2 | AT COST | $129,998 | $118,809 |
| PIMCO LOW DURATION INCOME CL I2 | AT COST | $554,028 | $512,688 |
| PROSHARES TRUST S&P 500 DIV ARISTOCRATS ARISTOCRATS ETF | AT COST | $156,473 | $207,060 |
| PUTNAM ULTRA SHORT DURATION INCOME CL Y R | AT COST | $288,504 | $289,717 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF | AT COST | $74,189 | $141,326 |
| SPDR S&P 500 ETF | AT COST | $205,089 | $361,235 |
| T ROWE PRICE CAP APPREC INVESTOR CL | AT COST | $217,303 | $232,031 |
| VANGUARD HIGH DIVIDEND YIELD ETF | AT COST | $100,998 | $100,467 |
| VANGUARD LONG TERM | AT COST | $40,572 | $36,068 |
| VANGUARD S&P 500 INDEX ETF | AT COST | $405,838 | $615,888 |
| VANGUARD TOTAL INTL BOND INDEX ETF | AT COST | $54,214 | $49,365 |
| ISHARES IBONDS DEC 2024 TERM TREASURY ETF | AT COST | $500,590 | $501,060 |
| US TREASURY NOTE CPN 2.500% DUE 04/30/24 | AT COST | $146,859 | $148,594 |
| US TREASURY NOTE CPN 2.250% DUE 04/30/24 | AT COST | $341,783 | $346,500 |
| CUMBERLAND FEDL BANK FEB CUMBERLAND | AT COST | $249,750 | $249,623 |
| GOLDMAN SACHS BANK USA NEW YORK NY | AT COST | $249,975 | $250,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $53,079 | $53,079 | $0 |
| NEW YORK STATE FILING FEE | $250 | $0 | $250 |
| PROFESSIONAL SERVICES | $2,800 | $0 | $2,800 |
| MISCELLANEOUS EXPENSE | $8,812 | $0 | $8,812 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $2,863 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| WH GREENE ASSOCIATES INC | |||
| 400 QUAKER ROAD | EAST AURORA | NY | 14052 |
| MARY JANE GREENE | |||
| 33 ORCHARD TERRACE | ORCHARD PARK | NY | 14127 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $421 | $421 | $0 |
| FEDERAL TAXES | $1,500 | $0 | $0 |
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