THE WESTERN NEW YORK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE WESTERN NEW YORK FOUNDATION (EIN 16-0845962)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-06-28
- IRS object ID
- 202431809349100203
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-28T06:23:28-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454051133 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREED MAXICK CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 MAIN STREET SUITE 800 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142023508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160845962 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTERN NEW YORK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 7168394225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2495 MAIN STREET 464 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNIE A TOLBERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7168394225 | PhoneNum |
| Signature | 2024-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BERNIE | PersonFirstNm |
| Person Last | TOLBERT | 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 | NICOLE M WHITE | PreparerPersonNm |
| PTIN | P01599383 | PTIN |
| Phone | 7168472651 | PhoneNum |
| Preparation | 2024-06-04 | 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 | $23,070,642 | 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 | $906,079 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,208 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,208 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $407,381 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $407,381 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $617,160 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $969,280 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $617,160 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,935,828 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,029,749 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $146,934 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,347 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $139,587 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $134,700 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,860 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $121,840 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $46,708 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,335 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $44,373 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,381 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,845 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,536 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,689 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,052 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,637 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,570 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,570 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,190 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,190 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,697 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,697 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $429,619 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,439 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $369,180 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $749,904 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $749,904 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,179,523 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,439 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,119,084 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $756,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $969,310 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,844 | CashBOYAmt |
| Cash EOY | $102,858 | CashEOYAmt |
| Cash EOYFMV | $102,858 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $464,182 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,734,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,734,306 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,334,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,946,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,946,667 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $475,247 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $286,811 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $286,811 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,327,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,070,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,070,642 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,992,936 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,526,016 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $334,632 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,544,626 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,327,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,070,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,327,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,070,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,327,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $756,305 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,986,769 | OtherIncreasesAmt |
| Subtotal | $23,070,642 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,070,642 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD SMALL CAP | P | 2006-11-17 | 2023-04-17 | $83,025 | $30,293 | $52,732 | $52,732 |
| VANGUARD SMALL CAP | P | 2006-11-17 | 2023-05-15 | $82,945 | $30,773 | $52,172 | $52,172 |
| VANGUARD SMALL CAP | P | 2006-11-17 | 2023-06-20 | $82,950 | $29,194 | $53,756 | $53,756 |
| VANGUARD SMALL CAP | P | 2006-11-17 | 2023-09-01 | $240,047 | $81,192 | $158,855 | $158,855 |
| VANGUARD SMALL CAP | P | 2006-11-17 | 2023-10-02 | $240,073 | $88,542 | $151,531 | $151,531 |
| VANGUARD SMALL CAP | P | 2007-11-09 | 2023-11-06 | $65,283 | $24,449 | $40,834 | $40,834 |
| VANGUARD SMALL CAP | P | 2006-11-17 | 2023-11-06 | $23,688 | $8,724 | $14,964 | $14,964 |
| VANGUARD SMALL CAP | P | 2010-12-16 | 2023-11-06 | $90,090 | $35,055 | $55,035 | $55,035 |
| VANGUARD SMALL CAP | P | 2010-12-16 | 2023-11-06 | $18,652 | $7,265 | $11,387 | $11,387 |
| VANGUARD SMALL CAP | P | 2012-06-26 | 2023-11-06 | $42,527 | $16,633 | $25,894 | $25,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $617,160 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,473 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,473 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,835 | 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 | $19,835 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,362 | OverpaymentAmt |
| Applied To ES Tax | $6,362 | 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 | WWW.WNYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BETH K GOSCH | IndividualWithBooksNm |
| Phone | 7168394225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2495 MAIN STREET STE 464 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14214 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| THEODORE V BUERGER | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| BERNIE A TOLBERT | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHARON J MATHE | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANDREW W DORN JR | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TREASURER | 1.00 | $0 | $0 | $0 |
| LIZ BUERGER | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PAULETTE M CROOKE | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES A W MCLEOD | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER JOHNSON | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MILES GRESHAM | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIELYNN BELL | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE ASSOCIATE | 1.00 | $0 | $0 | $0 |
| JOHN BEHM | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE ASSOCIATE | 1.00 | $0 | $0 | $0 |
| ALEXA JOAN WAJED | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE ASSOCIATE | 1.00 | $0 | $0 | $0 |
| BETH K GOSCH | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | EXECUTIVE DIRECTOR | 40.00 | $146,934 | $19,004 | $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 | $19,752,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $622,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,374,661 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,374,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $305,620 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,069,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,003,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,003,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,473 | TotalTaxAmt |
| Distributable Before Adj | $989,979 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $989,979 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $989,979 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,119,084 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,119,084 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $989,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $104,370 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $79,022 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $692,621 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $790,650 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $747,831 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,414,494 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,119,084 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $989,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,105 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,543,599 | 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 | $104,370 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,439,229 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $79,022 | ExcessFromYear4Amt |
| Excess From Year3 | $692,621 | ExcessFromYear3Amt |
| Excess From Year2 | $790,650 | ExcessFromYear2Amt |
| Excess From Year1 | $747,831 | ExcessFromYear1Amt |
| Excess From Current Year | $129,105 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BETH K GOSCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2495 MAIN STREET STE 464 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168394225 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOUNDATION'S WEBSITE - ELECTRONIC SUBMISSION REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30TH AND NOVEMBER 30TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOUNDATION'S WEBSITE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS OF WNY | ||||||
| 609 RIDGE RD SUITE 210 | LACKAWANNA | NY | 14218 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| AFRICAN AMERICAN CULTURAL CENTER | ||||||
| 350 MASTEN AVE | BUFFALO | NY | 14209 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| ALIANZA AGRICOLA | ||||||
| 23 MAIN STREET | GENESEO | NY | 14454 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $7,500 |
| BLACK FARMER FUND | ||||||
| 228 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| BUFFALO & ERIE COUNTY HISTORICAL SOCIETY | ||||||
| 25 NOTTINGHAM COURT | BUFFALO | NY | 14216 | PC | MARKETING ASSOCIATE | $14,163 |
| BUFFALO AND ERIE COUNTY BOTANICAL GARDENS | ||||||
| 2655 SOUTH PARK AVENUE | BUFFALO | NY | 14218 | PC | TRUSTEE DISCRETIONARY GRANT: HEALTHY PRODUCE ACCESS INITIATIVE | $5,000 |
| BUFFALO CENTER FOR HEALTH EQUITY | ||||||
| 257 W GENESEE ST SUITE 160 | BUFFALO | NY | 14202 | PC | IGNITING HOPE CONFERENCE | $4,000 |
| BUFFALO GO GREEN | ||||||
| 45 PEMBROKE AVE | BUFFALO | NY | 14215 | PC | PRESIDENT DISCRETIONARY GRANT: FARMING TOOLS FOR ZENNAR FARM | $2,500 |
| BUFFALO GO GREEN | ||||||
| 45 PEMBROKE AVE | BUFFALO | NY | 14215 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $7,500 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP CONSULTING FEES: GO GREEN | $7,375 |
| BUFFALO OLMSTED PARKS CONSERVANCY | ||||||
| 84 PARKSIDE AVE | BUFFALO | NY | 14214 | PC | PRESIDENT DISCRETIONARY GRANT: EXECUTIVE DIRECTOR SEARCH | $500 |
| BUFFALO OLMSTED PARKS CONSERVANCY | ||||||
| 84 PARKSIDE AVE | BUFFALO | NY | 14214 | PC | TRUSTEE DISCRETIONARY GRANT: EXECUTIVE DIRECTOR SEARCH | $500 |
| BUFFALO STRING WORKS | ||||||
| PO BOX 195 465 GRANT STREET | BUFFALO | NY | 14213 | PC | FULL TIME OPERATIONS DIRECTOR | $10,000 |
| BUILD PROMISE INC | ||||||
| PO BOX 448 | BUFFALO | NY | 14215 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $2,500 |
| CAUSEWAVE COMMUNITY PARTNERS | ||||||
| 274 NORTH GOODMAN B269 | ROCHESTER | NY | 14607 | PC | NEXTWAVE | $25,000 |
| CCNY INC | ||||||
| 217 EAST DELEVAN AVENUE | BUFFALO | NY | 14208 | PC | ICAP EVALUATION | $5,833 |
| CHAUTAUQUA STRIDERS INC | ||||||
| 301 EAST SECOND STREET SUITE 102 | JAMESTOWN | NY | 14701 | PC | ICAP IMPLEMENTATION GRANT: DIRECTOR OF COMMUNICATIONS | $12,000 |
| COALITION FOR ECONOMIC JUSTICE | ||||||
| 2495 MAIN ST SUITE 425 | BUFFALO | NY | 14214 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| COLLABORATIVE CENTER FOR SOCIAL INNOVATION | ||||||
| 35 TRANQUILITY TRAIL | LANCASTER | NY | 14086 | PC | PRESIDENT DISCRETIONARY: OPERATIONS | $3,000 |
| COLORED GIRLS BIKE TOO | ||||||
| 115 ELMWOOD AVENUE | BUFFALO | NY | 14201 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| COLORED MUSICIANS CLUB OF BUFFALO | ||||||
| 145 BROADWAY AVE | BUFFALO | NY | 14203 | PC | MANAGING DIRECTOR | $23,040 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | ||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | EAST SIDE AVENUES INITIATIVE | $20,000 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | ||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | FUND FOR THE ARTS 2023-24 | $15,000 |
| COMMUNITY MUSIC SCHOOL | ||||||
| 217 EAST DELEVAN AVENUE | BUFFALO | NY | 14208 | PC | FAMILY MEALS FOR STUDENTS | $3,000 |
| CORNELL COOPERATIVE EXTENSION OF CHAUTUAQUA | ||||||
| 525 FALCONER ST | JAMESTOWN | NY | 14701 | PC | ICAP STIPEND | $5,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP CONSULTING FEES: CCE CHAUTAUQUA | $7,375 |
| CORNELL COOPERATIVE EXTENSION OF ERIE COUNTY | ||||||
| 21 S GROVE ST | EAST AURORA | NY | 14052 | PC | PERMACULTURE DESIGN | $700 |
| CREATE A HEALTHIER NIAGARA FALLS COLLABORATIVE | ||||||
| 9860 NIAGARA FALLS BLVD PO BOX 193 | NIAGARA FALLS | NY | 14304 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $7,500 |
| ERIE COUNTY RESTORATIVE JUSTICE CENTER | ||||||
| 567 HERTEL AVENUE | BUFFALO | NY | 14207 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| EXPLORE BUFFALO | ||||||
| 1 SYMPHONY CIRCLE | BUFFALO | NY | 14201 | PC | ICAP STIPEND | $10,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP CONSULTING FEES: EXPLORE BUFFALO | $11,000 |
| FARE SHARE OF WNY | ||||||
| 22 MARINER ST | BUFFALO | NY | 14201 | PC | NOMINATE A LEADER | $5,000 |
| FOOD FOR THE SPIRIT | ||||||
| PO BOX 956 | NAPLES | NY | 14512 | PC | PRESIDENT DISCRETIONARY GRANT: BFEN TRUSTEE EDUCATION SERIES SPEAKER | $500 |
| GARDENS BUFFALO NIAGARA | ||||||
| 371 DELAWARE AVE | BUFFALO | NY | 14202 | PC | FOOD SYSTEM EVENT SPONSORSHIP: URBAN FARM DAY | $3,000 |
| GENESEE ORLEANS REGIONAL ARTS COUNCIL | ||||||
| 201 EAST MAIN STREET | BATAVIA | NY | 14020 | PC | MARKETING AND COMMUNICATIONS COORDINATOR | $19,325 |
| GLYS OF WNY | ||||||
| 741 MAIN ST | BUFFALO | NY | 14203 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| HISPANOS UNIDOS DE BUFFALO INC | ||||||
| 254 VIRGINIA ST | BUFFALO | NY | 14201 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| LIFESOURCE SYSTEMS INC | ||||||
| 163 RICHMOND AVE | BUFFALO | NY | 14222 | PC | PRESIDENT DISCRETIONARY GRANT: FOOD IN COMMUNITY FESTIVAL | $500 |
| MADONNA OF THE STREETS INC | ||||||
| PO BOX 448 | BUFFALO | NY | 14215 | PC | CAPACITY BUILDING (FOOD); BOX TRUCK | $46,906 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP ACCOUNTABILITY | $2,092 |
| MASSACHUSETTS AVENUE PROJECT | ||||||
| 387 MASSACHUSETTS AVE | BUFFALO | NY | 14213 | PC | PRESIDENT DISCRETIONARY GRANT: GOOD FOOD BUFFALO COALITION TRUSTEE EDUCATION SERIES SPEAKER | $500 |
| MASSACHUSETTS AVENUE PROJECT | ||||||
| 387 MASSACHUSETTS AVE | BUFFALO | NY | 14213 | PC | ICAP IMPLEMENTATIONICAP IMPLEMENTATION: OPERATIONS AND DIRECTOR AND COMMUNICATIONS MANAGER | $51,100 |
| MASSACHUSETTS AVENUE PROJECT | ||||||
| 387 MASSACHUSETTS AVE | BUFFALO | NY | 14213 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $7,500 |
| MEALS ON WHEELS JAMESTOWN | ||||||
| PO BOX 56 | JAMESTOWN | NY | 14702 | PC | NOMINATE A LEADER | $5,000 |
| MENTAL HEALTH ADVOCATES | ||||||
| 1021 BROADWAY AVENUE 5TH FLOOR | BUFFALO | NY | 14212 | PC | ICAP IMPLEMENTATION: STAFFING CAPACITY | $43,400 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP CONSULTING FEES: MHA OF WNY | $1,250 |
| MICHIGAN STREET AA HERITAGE CORRIDOR | ||||||
| 136 BROADWAY ST SUITE 101 | BUFFALO | NY | 14203 | PC | TRUSTEE DISCRETIONARY GRANT: SOULFUL CHRISTMAS EVENT SUPPORT | $1,000 |
| MUSICALFARE THEATER | ||||||
| 4380 MAIN STREET SUITE 123 | AMHERST | NY | 14226 | PC | ICAP IMPLEMENTATION GRANT: PERCEPTION SURVEY MARKETING IMPLEMENTATION | $10,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP CONSULTING FEES: NFJC | $9,300 |
| NATIONAL FEDERATION FOR JUST COMMUNITIES OF WNY | ||||||
| 360 DELAWARE AVENUE SUITE 200 | BUFFALO | NY | 14202 | PC | TRUSTEE DISCRETIONARY GRANT: HEROES AWARD PROGRAM | $2,000 |
| NATIONAL FEDERATION FOR JUST COMMUNITIES OF WNY | ||||||
| 360 DELAWARE AVENUE SUITE 200 | BUFFALO | NY | 14202 | PC | TRUSTEE DISCRETIONARY GRANT: HARVARD BUS SCHOOL NFP PROGRAM & OPERATIONS | $1,000 |
| NONE LIKE YOU EDUCATIONAL & COMMUNITY OUTREACH | ||||||
| PO BOX 813 | BUFFALO | NY | 14205 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| NY FUNDERS ALLIANCE | ||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | NONPROFIT SUPPORT GROUP | $25,181 |
| OPEN BUFFALO | ||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | PRESIDENT DISCRETIONARY OPERATIONS | $1,000 |
| OPEN BUFFALO | ||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | BUFFALO FOOD EQUITY NETWORK: EQUITY AND SOCIAL JUSTICE GRANT: OPERATIONS | $7,500 |
| OPEN BUFFALO | ||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| OPEN BUFFALO | ||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | PLANNING FOR EQUITABLE URBAN AGRICULTURE BOOK | $6,000 |
| PARTNERSHIP FOR THE PUBLIC GOOD | ||||||
| 617 MAIN STREET 300 | BUFFALO | NY | 14203 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| PROJECT MONA'S HOUSE | ||||||
| 852 KENSINGTON AVE | BUFFALO | NY | 14215 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $2,000 |
| PROVIDENCE FARM COLLECTIVE | ||||||
| 5701 BURTON ROAD | ORCHARD PARK | NY | 14127 | PC | ICAP IMPLEMENTATION: STAFFING AND MARKETING SUPPORT | $25,359 |
| PROVIDENCE FARM COLLECTIVE | ||||||
| 5701 BURTON ROAD | ORCHARD PARK | NY | 14127 | PC | PRESIDENT DISCRETIONARY GRANT: TRUSTEE EDUCATION SERIES SPEAKER | $250 |
| PUSH BUFFALO | ||||||
| 429 PLYMOUTH AVENUE SUITE 1 | BUFFALO | NY | 14213 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| ROBERT H JACKSON CENTER | ||||||
| 305 EAST FOURTH STREET | JAMESTOWN | NY | 14701 | PC | ICAP IMPLEMENTATION: DIRECTOR OF EDUCATION AND DIRECTOR OF MARKETING | $50,000 |
| ROOTED IN LOVE | ||||||
| 670 RILEY ST | BUFFALO | NY | 14221 | PC | IT ASSESSMENT | $500 |
| ROYCROFT CAMPUS CORPORATION | ||||||
| 31 SOUTH GROVE STREET | EAST AURORA | NY | 14052 | PC | PRESIDENT DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| RURAL OUTREACH CENTER | ||||||
| PO BOX 447 | EAST AURORA | NY | 14052 | PC | ICAP IMPLEMENTATION: STRATEGIC PLANNING | $20,350 |
| SENECA STREET CDC | ||||||
| 1218 SENECA STREET | BUFFALO | NY | 14210 | PC | ICAP IMPLEMENTATION GRANT: YOUTH PROGRAM SUPPORT | $9,500 |
| UB FOUNDATION | ||||||
| 319 JOHN LORD OBRIAN HALL | BUFFFALO | NY | 14260 | PC | 2023 MOOT EVIDENCE AWARD | $1,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP CONSULTING FEES: : HEARTS AND HANDS | $1,250 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP CONVENING | $500 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | FOOD FUTURE WNY: STORYTELLING | $3,600 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | AFRICAN HERITAGE FOOD CO-OP CONSULTING PROJECT | $20,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP FINANCIAL SUPPORT | $5,000 |
| UPWARD DESIGN FOR LIFE | ||||||
| PO BOX 327 | BUFFALO | NY | 14215 | PC | PRESIDENT DISCRETIONARY: OPERATIONS | $4,000 |
| WEDI | ||||||
| 436 GRANT STREET | BUFFALO | NY | 14213 | PC | ICAP IMPLEMENTATION: STRATEGIC FUNDRAISING PLAN AND RETAINER | $4,805 |
| WEDI | ||||||
| 436 GRANT STREET | BUFFALO | NY | 14213 | PC | ICAP IMPLEMENTATION: FINANCIAL ASSESSMENT | $20,000 |
| WESTERN NEW YORK HERITAGE INC | ||||||
| 495 PINE RIDGE HERITAGE BLVD | BUFFALO | NY | 14225 | PC | TRUSTEE DISCRETIONARY GRANT: LEGENDS OF LAKE ERIE GRAPE BELT BOOK | $2,500 |
| WESTFIELD MEMORIAL HOSPITAL FOUNDATION | ||||||
| 189 EAST MAIN ST | WESTFIELD | NY | 14787 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $5,000 |
| WNY LAND CONSERVANCY | ||||||
| PO BOX 471 | EAST AURORA | NY | 14052 | PC | PRESIDENT DISCRETIONARY GRANT: TRUSTEE EDUCATION SERIES SPEAKER | $250 |
| WNY LAND CONSERVANCY | ||||||
| PO BOX 471 | EAST AURORA | NY | 14052 | PC | TRUSTEE DISCRETIONARY GRANT: BUY PROTECT SELL PROGRAM DEVELPMENT | $5,000 |
| WNY WOMEN'S FOUNDATION | ||||||
| 741 MAIN ST | BUFFALO | NY | 14203 | PC | ICAP IMPLEMENTATION: SPECIAL PROJECTS MGR AND KNOWLEDGE MGT POSITIONS | $50,000 |
| WNY WOMEN'S FOUNDATION | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | WOMEN'S LEADERSHIP SUMMIT TRAILBLAZER SPONSOR | $1,000 |
| YMCA OF THE TWIN TIERS | ||||||
| 1101 WAYNE ST | OLEAN | NY | 14760 | PC | TRUSTEE DISCRETIONARY GRANT: KINSHIP CAREGIVER SERVICES | $5,000 |
| YWCA OF JAMESTOWN | ||||||
| 401 N MAIN STREET | JAMESTOWN | NY | 14701 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $749,904 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BUFFALO GO GREEN | ||||||
| 45 PEMBROKE AVE | BUFFALO | NY | 14215 | PC | ICAP CONSULTING FEES | $20,026 |
| CAUSEWAVE COMMUNITY PARTNERS | ||||||
| 274 NORTH GOODMAN B269 | ROCHESTER | NY | 14607 | PC | NEXTWAVE | $25,000 |
| CCNY INC | ||||||
| 217 EAST DELEVAN AVENUE | BUFFALO | NY | 14208 | PC | ICAP EVALUATION | $5,833 |
| COLORED MUSICIANS CLUB OF BUFFALO | ||||||
| 145 BROADWAY AVE | BUFFALO | NY | 14203 | PC | MANAGING DIRECTOR | $11,520 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | ||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | FUND FOR THE ARTS | $25,000 |
| CORNELL COOPERATIVE EXTENSION | ||||||
| 525 FALCONER ST | JAMESTOWN | NY | 14701 | PC | REGIONAL COLLABORATION | $225,000 |
| CORNELL COOPERATIVE EXTENSION OF CHAUTUAQUA | ||||||
| 525 FALCONER ST | JAMESTOWN | NY | 14701 | PC | ICAP CONSULTING FEES | $14,776 |
| JERICHO ROAD | ||||||
| 184 BARTON STREET | BUFFALO | NY | 14213 | PC | TRUSTEE DISCRETIONARY GRANT | $4,500 |
| MASSACHUSETTS AVENUE PROJECT | ||||||
| 387 MASSACHUSETTS AVE | BUFFALO | NY | 14213 | PC | ICAP IMPLEMENTATION: OPERATIONS AND DIRECTOR AND COMMUNICATIONS MANAGER | $123,564 |
| MENTAL HEALTH ADVOCATES | ||||||
| 1021 BROADWAY AVENUE 5TH FLOOR | BUFFALO | NY | 14212 | PC | ICAP IMPLEMENTATION: STAFFING CAPACITY | $31,600 |
| NY FUNDERS ALLIANCE | ||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | SUPPORT GROUP OPERATIONS | $92,206 |
| PROVIDENCE FARM COLLECTIVE | ||||||
| 5701 BURTON ROAD | ORCHARD PARK | NY | 14127 | PC | ICAP IMPLEMENTATION: STAFFING AND MARKETING SUPPORT | $40,939 |
| SENECA STREET CDC | ||||||
| 1218 SENECA STREET | BUFFALO | NY | 14210 | PC | ICAP IMPLEMENTATION: YOUTH PROGRAM SUPPORT | $40,500 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP CONVENING | $1,500 |
| WEDI | ||||||
| 436 GRANT STREET | BUFFALO | NY | 14213 | PC | ICAP IMPLEMENTATION: STRATEGIC FUNDRAISING PLAN AND RETAINER | $16,395 |
| WNY WOMEN'S FOUNDATION | ||||||
| 741 MAIN ST | BUFFALO | NY | 14203 | PC | ICAP IMPLEMENTATION: SPECIAL PROJECTS MGR AND KNOWLEDGE MGT POSITIONS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $703,359 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,208 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407,381 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $617,160 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,029,749 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,029,749 | 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 |
|---|---|---|---|---|---|---|
| RALPH C WILSON JR FOUNDATION | ||||||
| 1 | 3101 E GRAND BLVD SUITE 200 | DETROIT | MI | 48202 | $845,175 | Yes (X) |
| ANNE MOOT | ||||||
| 2 | 168 LEICESTER ROAD | KENMORE | NY | 14217 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,381 | Amt |
| Net Investment Income | $2,845 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,536 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4226 SHS - ISHARES TIP BOND | $481,519 | $481,519 |
| 6279 SHS - ISHARES CORE S&P MID ETF | $1,628,743 | $1,628,743 |
| 28178 SHS - ISHARES CORE MSCI ETF EAFE ETF | $2,091,371 | $2,091,371 |
| 21821 SHS - ISHARES RUSSELL ETF MIDCAP | $1,589,301 | $1,589,301 |
| 9951 SHS - ISHARES ETF US REAL ESTATE | $894,595 | $894,595 |
| 7929 SHS - VANGUARD SMALL CAP ETF | $350,200 | $350,200 |
| 46788 SHS - VANGUARD TOTAL STOCK MARKET ETF | $12,037,528 | $12,037,528 |
| 23959 SHS - ISHARES CORE MSCI ETF EMERGING MARKETS ETC IEMG | $1,251,352 | $1,251,352 |
| 12517 SHS - VANGUARD FTSE ETF DEVELOPED MARKETS ETF | $622,058 | $622,058 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TRUBEE COLLINS & CO INC. - CERTIFICATES OF DEPOSIT | AT COST | $200,000 | $200,000 |
| LAUNCHNY LP FUND | AT COST | $86,811 | $86,811 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $372 | $0 | $372 |
| WEBSITE | $296 | $0 | $296 |
| PAYROLL SERVICE FEE & BANK FEES | $3,395 | $0 | $3,395 |
| DUES & SUBSCRIPTIONS | $2,012 | $0 | $2,012 |
| SUPPLIES | $1,504 | $0 | $1,504 |
| GRANTS MGT SYSTEM | $5,400 | $0 | $5,400 |
| POSTAGE | $72 | $0 | $72 |
| PROFESSIONAL DEVELOPMENT | $6,814 | $0 | $6,814 |
| TELEPHONE | $1,593 | $0 | $1,593 |
| COMPUTER EXPENSE | $902 | $0 | $902 |
| MISCELLANEOUS | $337 | $0 | $337 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $2,986,769 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $34,173 | $34,173 | $0 |
| P&A RETIREMENT FEES | $3,516 | $879 | $2,637 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS FILING FEE | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
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