THE RME FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE RME FOUNDATION INC (EIN 22-2989388)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2024-12-02
- IRS object ID
- 202443379349100404
- 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
- Applied To Prior Year Election
- Distribution From Corpus Election
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-02T09:56:12-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 160765486 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMSDEN & MCCORMICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222989388 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RME FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RMEF | BusinessNameControlTxt |
| Phone | 7168815074 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 CLEVELAND AVENUE | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEO N HOPKINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7168815074 | PhoneNum |
| Signature | 2024-12-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | CHERYL A JANKOWSKI CPA | PreparerPersonNm |
| PTIN | P00540410 | PTIN |
| Phone | 7168563300 | PhoneNum |
| Preparation | 2024-12-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $788,776 | 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 | $21,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,827 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,563 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $397,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,563 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,390 | 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 | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,088 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,088 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,704 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,388 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,954 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,388 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,401 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,698 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $770,552 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $775,078 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $775,078 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $780,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $788,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $788,776 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $620,604 | CapitalStockBOYAmt |
| Capital Stock EOY | $620,604 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $160,349 | RetainedEarningBOYAmt |
| Retained Earning EOY | $168,172 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $780,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $788,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $780,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $788,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $780,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,564 | ExcessRevenueOverExpensesAmt |
| Other Increases | $101,387 | OtherIncreasesAmt |
| Subtotal | $788,776 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $788,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $397,390 | GrossSalesPriceAmt |
| Cost Or Other Basis | $355,827 | CostOrOtherBasisAmt |
| Gain Or Loss | $41,563 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $41,563 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,563 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $792 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $792 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $792 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $804 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANN ADAM HOPKINS | IndividualWithBooksNm |
| Phone | 7168815074 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 CLEVELAND AVENUE | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14222 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ANN ADAM HOPKINS | ||||||||
| 49 CLEVELAND AVENUE | BUFFALO | NY | 14222 | PRESIDENT, TREASURER | 2.00 | $0 | $0 | $0 |
| LAWRENCE V WHISTLER | ||||||||
| 82 PENHURST PARK | BUFFALO | NY | 14222 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARGARET HOPKINS WHISTLER | ||||||||
| 82 PENHURST PARK | BUFFALO | NY | 14222 | 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 | $748,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $764,339 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $764,339 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,465 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $752,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,644 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,644 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $792 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $792 | TotalTaxAmt |
| Distributable Before Adj | $36,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,852 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $55,173 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,687 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,899 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $200,759 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,852 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,498 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $314,257 | 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 | $314,257 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $55,173 | ExcessFromYear3Amt |
| Excess From Year2 | $37,687 | ExcessFromYear2Amt |
| Excess From Year1 | $107,899 | ExcessFromYear1Amt |
| Excess From Current Year | $113,498 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 716 SQUASH | ||||||||
| PO BOX 372 | BUFFALO | NY | 14207 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| ALBANY MEDICAL COLLEGE | ||||||||
| 47 NEW SCOTLAND AVENUE MC-116 | ALBANY | NY | 12208 | NONE | PUBLIC | CHARITABLE | $27,000 | |
| BUFFALO PHILHARMONIC CHORUS INC | ||||||||
| 341 DELAWARE AVENUE | BUFFALO | NY | 14202 | NONE | PUBLIC | CHARITABLE | $1,500 | |
| BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC | ||||||||
| 786 DELAWARE AVENUE | BUFFALO | NY | 14209 | NONE | PUBLIC | CHARITABLE | $37,000 | |
| BUFFALO SEMINARY | ||||||||
| 205 BIDWELL PARKWAY | BUFFALO | NY | 14222 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES | ||||||||
| 1616 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | CHARITABLE | $5,000 | |
| FEEDMORE WESTERN NEW YORK INC | ||||||||
| 100 JAMES E CASEY DRIVE | BUFFALO | NY | 14206 | NONE | PUBLIC | CHARITABLE | $500 | |
| GRAND TETON MUSIC FESTIVAL | ||||||||
| PO BOX 9117 | JACKSON | WY | 83002 | NONE | PUBLIC | CHARITABLE | $13,000 | |
| HOSPICE FOUNDATION OF WNY INC | ||||||||
| 225 COMO PARK BLVD | CHEEKTOWAGA | NY | 14227 | NONE | PUBLIC | CHARITABLE | $2,500 | |
| INDIAN RIVER HOSPITAL FOUNDATION INC | ||||||||
| 1000 36TH ST | VERO BEACH | FL | 32960 | NONE | PUBLIC | CHARITABLE | $5,000 | |
| KALEIDA HEALTH FOUNDATION | ||||||||
| 726 EXCHANGE STREET | BUFFALO | NY | 14210 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| NICHOLS SCHOOL | ||||||||
| 1250 AMHERST STREET | BUFFALO | NY | 14216 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET 360 | SANTA MONICA | CA | 90401 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| RICHARDSON CENTER CORPORATION | ||||||||
| 444 FOREST AVENUE | BUFFALO | NY | 14213 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| RMHC OF WESTERN NEW YORK | ||||||||
| 780 WEST FERRY STREET | BUFFALO | NY | 14222 | NONE | PUBLIC | CHARITABLE | $500 | |
| ROSWELL PARK ALLIANCE FOUNDATION | ||||||||
| ELM AND CARLTON STREETS | BUFFALO | NY | 14263 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| TETON COUNTY SEARCH & RESCUE FOUNDATION | ||||||||
| PO BOX 1063 | JACKSON | WY | 83001 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| TETON YOUTH AND FAMILY SERVICES | ||||||||
| PO BOX 2631 | JACKSON | WY | 83001 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| THE ALBRIGHT KNOX ART GALLERY | ||||||||
| 1285 ELMWOOD AVE | BUFFALO | NY | 14222 | NONE | PUBLIC | CHARITABLE | $30,000 | |
| THE CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION | ||||||||
| CO KALEIDA HEALTH 726 EXCHANGE | BUFFALO | NY | 14210 | NONE | PUBLIC | CHARITABLE | $1,000 | STREET |
| THE MARTIN HOUSE | ||||||||
| 143 JEWETT PARKWAY | BUFFALO | NY | 14214 | NONE | PUBLIC | CHARITABLE | $2,500 | |
| THE SALVATION ARMY | ||||||||
| 960 MAIN STREET | BUFFALO | NY | 142021197 | NONE | PUBLIC | CHARITABLE | $10,000 | |
| WESTMINSTER FOUNDATION DBA BUFFALO PROMISE NEIGHBORHOOD | ||||||||
| PO BOX 3352 | BUFFALO | NY | 142403352 | NONE | PUBLIC | CHARITABLE | $3,500 | |
| WNED WBFO | ||||||||
| PO BOX 1263 | BUFFALO | NY | 142401263 | NONE | PUBLIC | CHARITABLE | $150 | |
| ZOOLOGICAL SOCIETY OF BUFFALO | ||||||||
| 300 PARKSIDE AVENUE | BUFFALO | NY | 14214 | NONE | PUBLIC | CHARITABLE | $100 | |
| TETON VILLAGE SPECIAL FIRE DISTRICT | ||||||||
| PO BOX 3138 | JACKSON | WY | 83001 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| THE GORDON SCHOOL | ||||||||
| 45 MAXFIELD AVENUE | EAST PROVIDENCE | RI | 02914 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,563 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,390 | 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 | $2,300 | Amt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CLOSED END MUTUAL - DETAIL PROVIDED UPON REQUEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $775,078 | BookValueAmt |
| EOYFMV | $775,078 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $101,387 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $4,088 | Amt |
| Net Investment Income | $4,088 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $100 | $0 | $100 |
| FEDERAL INCOME TAX | $216 | $0 | $0 |
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