E & WG FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- E & WG FOUNDATION (EIN 16-1065309)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-17
- IRS object ID
- 202401999349100605
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-17T08:33:28-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161468002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIAMPOU TRAVIS BESAW & KERSHNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRYANT WOODS NORTH | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14228 | 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 | 161065309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E&W G FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | E&WG | BusinessNameControlTxt |
| Phone | 7162040204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL JANKOWSKI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7162040204 | PhoneNum |
| Signature | 2024-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHERYL | PersonFirstNm |
| Person Last | JANKOWSKI | 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 | LISA LAROUSSI | PreparerPersonNm |
| PTIN | P01257512 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2024-07-16 | 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 | $11,799,374 | 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 |
| Dividends Rev And Expnss | $279,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $279,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,421,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,046 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $395,106 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $395,106 | 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 |
| Accounting Fees Rev And Expnss | $6,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,128 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,282 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,711 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,168 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,543 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,728 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $21,726 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,274 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,452 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,298 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,527 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $609,299 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $609,299 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $688,146 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,298 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $632,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$293,040 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $345,808 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $148,151 | CashBOYAmt |
| Cash EOY | $108,618 | CashEOYAmt |
| Cash EOYFMV | $108,618 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,634,965 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,536,355 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,536,355 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $207,018 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $52,617 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $159,576 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $154,401 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $154,401 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,942,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,799,374 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,799,374 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,942,692 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,799,374 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,942,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,799,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,942,692 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,799,374 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,942,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$293,040 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,149,722 | OtherIncreasesAmt |
| Subtotal | $11,799,374 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,799,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY SHORT-TERM | P | 2023-01-01 | 2023-12-31 | $611,118 | $597,588 | $13,530 | $13,530 |
| FIDELITY LONG-TERM | P | 2022-01-01 | 2023-12-31 | $810,770 | $708,254 | $102,516 | $102,516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,046 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,807 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,807 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,807 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | 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 | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,193 | OverpaymentAmt |
| Applied To ES Tax | $1,193 | 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 | 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 | KEN DULIAN | IndividualWithBooksNm |
| Phone | 7162040204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| WARREN GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/VP | 8.00 | $0 | $0 | $0 |
| JOHN SIEGEL | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/SECRETARY | 5.00 | $0 | $0 | $0 |
| AMI GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/PRESIDENT | 8.00 | $0 | $0 | $0 |
| KENNETH DULIAN | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | EXEC. DIRECTOR | 6.00 | $0 | $0 | $0 |
| DAVID PIERCE MD | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHELE SCHMIDT | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | ADMINISTRATIVE DIRECTOR | 5.00 | $0 | $0 | $0 |
| CHERYL JANKOWSKI | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/TREASURER | 2.00 | $0 | $0 | $0 |
| JAMES CHADBOURNE | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR | 2.00 | $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 | $10,973,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,907 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,163,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,163,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,996,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $549,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $549,802 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,807 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,807 | TotalTaxAmt |
| Distributable Before Adj | $544,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $544,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $544,995 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $632,826 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $632,826 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $544,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $90,465 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $632,826 | QualifyingDistributionsAmt |
| Applied To Year1 | $90,465 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $542,361 | 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 | $2,634 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHELE SCHMIDT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7162040204 | RecipientPhoneNum |
| Form And Info And Materials | THE GRANT APPLICATION FORM IS ELECTRONIC AND ACCESSIBLE AT WWW.EASTHILLFDN.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE E & W G FOUNDATION IDENTIFIES AND FUNDS INNOVATIVE, CHARITABLE PROJECTS DESIGNED TO ENHANCE THE QUALITY OF LIFE OF RESIDENTS OF WESTERN NEW YORK, PRIMARILY ERIE AND NIAGARA COUNTIES. ADDITIONALLY, THIS FOUNDATION TEACHES STEWARDSHIP TO THE FOUNDERS' FAMILY MEMBERS BY SUPPORTING THEIR PROJECTS IRRESPECTIVE OF WHERE THEY LIVE. | 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 |
|---|---|---|---|---|---|---|---|
| AQUARIUM OF NIAGARA | |||||||
| 701 WHIRLPOOL ST | NIAGARA FALLS | NY | 14301 | NONE | PUBLIC CHARITY | SUPPORT THE CONSTRUCTION/RENOVATION OF AQUARIUM DISCOVERY CENTER - YEAR 3 OF 3 | $100,000 |
| BUFFALO NIAGARA WATERKEEPER | |||||||
| 721 MAIN STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | EDUCATION AND WATER MONITORING PROGRAMS AT SATELLITE OFFICE - YEAR 1 OF 3 | $80,000 |
| FEED MORE WNY FOUNDATION | |||||||
| 100 JAMES E CASEY DR | BUFFALO | NY | 14206 | NONE | PUBLIC CHARITY | PURCHASE FOOD - FRESH PRODUCE FOR MOBILE FOOD MARKET | $1,000 |
| SPCA SERVING ERIE COUNTY | |||||||
| 300 HARLEM ROAD | WEST SENECA | NY | 14224 | NONE | PUBLIC CHARITY | PROGRAM SUPPLIES, PET FOOD STORAGE AND TRANSPORT | $25,000 |
| FEED MORE WNY FOUNDATION | |||||||
| 100 JAMES E CASEY DR | BUFFALO | NY | 14206 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| WEST SIDE ROWING CLUB | |||||||
| 1 ROTARY ROW | BUFFALO | NY | 14201 | NONE | PUBLIC CHARITY | PURCHASE 4WD TOW TRUCK | $25,000 |
| OTTER LAKE FIRE COMPANY INC | |||||||
| 13853 NY-28 | FORESTPORT | NY | 13338 | NONE | PUBLIC CHARITY | MASONRY REPAIRS, MATERIALS TO RESET STONE VENEER ON FIREHOUSE | $20,000 |
| SOUTHWESTERN COMMUNITY SERVICES INC | |||||||
| 63 COMMUNITY WAY | KEENE | NH | 03431 | NONE | PUBLIC CHARITY | PROVIDE WEATHERIZATION, HEATING ASSISTANCE TO LOW INCOME HOUSEHOLDS | $10,000 |
| AMERICAN RED CROSS | |||||||
| 2005 LAKEWOOD DRIVE | BOONE | IA | 50036 | NONE | PUBLIC CHARITY | DISASTER RELIEF AND COMMUNITY HANDS-ONLY CPR CLASSES IN WNY | $20,000 |
| WESTMINSTER ECO DEVELOPMENT | |||||||
| 436 GRANT STREET | BUFFAL | NY | 14213 | NONE | PUBLIC CHARITY | RESTORATION OF HISTORIC GLASS BLOCK WINDOWS AT NEW WEST SIDE BAZAAR | $25,000 |
| TATES CREEK MIDDLE SCHOOL BAND | |||||||
| 1105 CENTRE PKWY | LEXINGTON | KY | 40517 | NONE | PUBLIC CHARITY | PURCHASE LARGE BAND INSTRUMENTS | $20,000 |
| CENTRAL ADIRONDACK PARTNERSHIP | |||||||
| 108 CODLING STREET | OLD FORGE | NY | 13420 | NONE | PUBLIC CHARITY | EQUIPMENT FOR DOG PARK | $10,000 |
| CAMDEN AREA FOOD PANTRY INC | |||||||
| 84 MAIN STREET | CAMDEN | NY | 13316 | NONE | PUBLIC CHARITY | PERSONAL CARE ITEMS TO DISTRIBUTE AT FOOD PANTRY | $10,000 |
| CALVARY CHRISTIAN CHURCH | |||||||
| 15 REDWING DRIVE | WINCHESTER | KY | 40391 | NONE | PUBLIC CHARITY | FOOD FOR MEALS FOR CELEBRATE RECOVERY | $10,000 |
| CLARK COUNTY COMMUNITY SERVICES INC | |||||||
| 30 TAYLOR AVENUE | WINCHESTER | KY | 40391 | NONE | PUBLIC CHARITY | SHELVING, CLOTHING RACKS, DISPLAY CASES, DESKS, CART | $8,198 |
| ELLEN LAMBERT MURPHY MEMORIAL CENTER | |||||||
| 21 DURKEE ST | WINCHESTER | NH | 03470 | NONE | PUBLIC CHARITY | SUPPLIES TO CREATE MOUNTAIN BIKING TRAIL/PARK AT COMMUNITY CENTER | $15,000 |
| GATEWAY LONGVIEW INC | |||||||
| 6350 MAIN STREET | WILLIAMSVILLE | NY | 14221 | NONE | PUBLIC CHARITY | FURNITURE AND EQUIPMENT FOR NEW READING AREA | $20,000 |
| NEW ENGLAND EQUINE RESCUE NORTH INC | |||||||
| 52 ASH ST | WEST NEWBURY | MA | 01985 | NONE | PUBLIC CHARITY | PURCHASE NEW GRAIN SHED AND FENCING | $19,669 |
| NEW ENGLAND EQUINE RESCUE NORTH INC | |||||||
| 52 ASH ST | WEST NEWBURY | MA | 01985 | NONE | PUBLIC CHARITY | PURCHASE HEAVY DUTY GRAIN BINS | $760 |
| NEW ENGLAND KURN HATTIN HOMES FOR CHILDREN | |||||||
| 708 KURN HATTIN RD | WESTMINSTER | VT | 05158 | NONE | PUBLIC CHARITY | MUSICAL INSTRUMENTS, CHILDREN'S CLOTHING, REPAIRS TO GREENHOUSE SUGAR HOUSE, BARN ROOF | $19,472 |
| PARIS ANIMAL WELFARE SOCIETY | |||||||
| 6 LEGION RD | PARIS | KY | 40361 | NONE | PUBLIC CHARITY | REPAIR SIDING, GUTTERS, PURCHASE CAT AND DOG KENNELS | $20,000 |
| THE SUMMIT CENTER | |||||||
| 150 STAHL ROAD | GETZVILLE | NY | 14068 | NONE | PUBLIC CHARITY | REPLACE DECKING AND RAILINGS ON GAZEBO | $20,000 |
| TOWN OF TROY | |||||||
| 433 RIVER ST STE 5001 | TROY | NY | 12180 | NONE | PUBLIC CHARITY | TRANSPORT HISTORICAL TRAIN CAR TO TROY DEPOT | $20,000 |
| TWIN CITIES COMMUNITY OUTREACH INC | |||||||
| 100 RIDGE RD | N TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | NEW ROOFTOP HEATING UNIT, REWORK DUCT WORK | $20,000 |
| WELLSPRING MINISTRIES OF ALLEGANY COUNTY | |||||||
| 5993 CO RD 16 | BELFAST | NY | 14711 | NONE | PUBLIC CHARITY | INSTALL BACK UP GENERATOR AND PURCHASE FOOD | $25,000 |
| NEW ENGLAND ELECTRIC RAILWAY HISTORICAL SOCIETY | |||||||
| HISTORICAL SOCIETY | KENNEBUNKPORT | ME | 04046 | NONE | PUBLIC CHARITY | MATERIALS, SUPPLIES TO RESTORE NAGASAKI TRAM NO. 134 FOR MUSEUM | $25,000 |
| CATCHING DREAMS CHARTERS INC | |||||||
| 7155 PENDALE CIR | N TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | FISHING THERAPY AND EQUIPMENT FOR PEDIATRIC ONCOLOGY PATIENTS | $20,000 |
| FAMILY PROMISE OF WESTERN NEW YORK | |||||||
| 75 HICKORY ST | BUFFALO | NY | 14204 | NONE | PUBLIC CHARITY | CRITICAL SHELTER UPGRADES, BEDS AND MATTRESSES | $20,000 |
| NIAGARA FALLS BOYS & GIRLS CLUB | |||||||
| 725 17TH ST | NIAGARA FALLS | NY | 14301 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $609,299 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KENAN CENTER INC | |||||||
| 433 LOCUST STREET | LOCKPORT | NY | 14094 | NONE | PUBLIC CHARITY | NEW CAMPUS COMFORT SUITE AT NEW CIVIC CENTER/ARENA - YEAR 2 AND 3 OF 3 | $233,000 |
| BUFFALO NIAGARA WATERKEEPER | |||||||
| 721 MAIN STREET | BUFFAL | NY | 14203 | NONE | PUBLIC CHARITY | EDUCATION AND WATER MONITORING PROGRAMS AT SATELLITE OFFICE - YEARS 2 AND 3 OF 3 | $170,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $403,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $279,060 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $116,046 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $395,106 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $395,106 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,410 | Amt |
| Net Investment Income | $5,128 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,282 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| OTTER LAKE FIRE COMPANY INC | ||||||||||
| 13853 STATE ROUTE 28 | FORESTPORT | NY | 13338 | 2023-03-22 | $20,000 | TO REPAIR THE FOUNDATION OF THE OTTER LAKE FIREHOUSE. THIS WAS A HIGH PRIORITY IN ORDER TO MAINTAIN THE INTEGRITY OF THE CONCRETE WALL AND THE EXTERIOR APPEARANCE OF THE STONE VENEER OF THE BUILDING. | $20,000 | 8/29/23 | 2024-01-10 | RECEIPTS AND PHOTOGRAPHS WERE SUBMITTED WITH THE GRANT REPORT. THE OTTER LAKE FIRE COMPANY ISSUED A PRESS RELEASE ABOUT THE GRANT AWARD ON APRIL 6, 2023, INCLUDING A PROJECT DESCRIPTION AND CHECK PRESENTATION PHOTO WITH FOUNDATION REPRESENTATIVES AND FIRE DEPARTMENT DIRECTORS. |
| TATES CREEK MIDDLE SCHOOL BAND | ||||||||||
| 1105 CENTRE PARKWAY | LEXINGTON | KY | 40517 | 2023-04-05 | $20,000 | TO PURCHASE 7 LARGE BAND INSTRUMENTS: BASSOON, OBOES, TROMBONES, SAXOPHONE, AND MARIMBA, AND A SET OF CLASSROOM INSTRUMENT TUNERS AND METRONOME. MANY STUDENTS HAVE FREE AND REDUCED LUNCH AND ARE UNABLE TO AFFORD NEW OR USED INSTRUMENTS. | $20,000 | 4/17/24 | 2024-06-05 | THE PROJECT WAS COMPLETED 12/8/2023. RECEIPTS WERE SUBMITTED WITH THE REPORT. PHOTOS OF THE NEW INSTRUMENTS WERE RECEIVED. THE NEW INSTRUMENTS ARE OWNED BY THE SCHOOL FOR STUDENT USE AND THE SCHOOL WILL MAINTAIN THE INSTRUMENTS. |
| TOWN OF TROY | ||||||||||
| 16 CENTRAL SQUARE PO BOX 249 | TROY | NH | 03465 | 2023-07-25 | $20,000 | TO TRANSPORT THE HISTORIC BUDD RAIL DIESEL CAR NUMBER RDC-1 6154 BY VT RAIL FROM NORTH WALPOLE, NH AND INSTALL AT THE EXISTING CHESHIRE RAILROAD DEPOT SITE TO TROY NH. | $20,000 | 1/10/24 | 2024-01-10 | THE TRANSPORT OF THE HISTORIC BUDD RAIL DIESEL CAR WAS COMPLETED ON 11/30/2023. IT IS 85 FEET LONG AND 118 POUNDS. RECEIPTS AND PHOTOGRAPHS WERE PROVIDED WITH THE GRANT REPORT ALONG WITH A NEWS ARTICLE FROM THE FRONT PAGE OF THE KEENE SENTINEL. THEY PLAN TO RESTORE, REFURBISH AND OFFER PUBLIC TOURS AND COMMUNITY EVENTS. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - STOCKS & MUTUAL FUNDS | StockNm |
| EOY Book Value | $11,536,355 | EOYBookValueAmt |
| EOYFMV | $11,536,355 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $750 | $0 | $750 |
| ISF PROPERTY LICENSE | $500 | $0 | $500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $1,149,722 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $37,711 | Amt |
| Net Investment Income | $30,168 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,543 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $6,022 | $0 | $0 |
| FOREIGN TAXES | $5,728 | $5,728 | $0 |
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