THE WESTERN NEW YORK FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE WESTERN NEW YORK FOUNDATION (EIN 16-0845962)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2023-06-27
- IRS object ID
- 202321789349100517
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-27T12:33:39-05:00 | ReturnTs |
| Tax Period End | 2023-03-31 | 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 | 2022-04-01 | 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 | 2023-06-26 | 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 | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE M WHITE | PreparerPersonNm |
| PTIN | P01599383 | PTIN |
| Phone | 7168472651 | PhoneNum |
| Preparation | 2023-06-26 | 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 | 2022 | 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 | $19,327,568 | 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 | $1,056,128 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $299 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $299 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $372,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $372,200 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,427,222 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $372,499 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $142,871 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,144 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $135,727 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $106,793 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,068 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $105,725 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $46,829 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,341 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $44,488 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,025 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,565 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,822 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,743 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,399 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $34,399 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,770 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,770 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,954 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,954 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,032 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $415,913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $371,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,331,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,331,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,747,608 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,703,558 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$320,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $328,449 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $252,936 | CashBOYAmt |
| Cash EOY | $53,844 | CashEOYAmt |
| Cash EOYFMV | $53,844 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $895,134 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $464,182 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $464,182 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,399,186 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,334,295 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,334,295 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $167,447 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $475,247 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $475,247 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,714,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,327,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,327,568 | 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 | $21,714,703 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,327,568 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,714,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,327,568 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,714,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,327,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,714,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$320,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,394,317 | SubtotalAmt |
| Other Decreases | $2,066,749 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,327,568 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FRAGRANCENET.COM INC ESC | P | 2022-12-01 | 2023-01-27 | $4,714 | $4,714 | $4,714 | |
| TONAWANDA SHARES | P | 2022-11-30 | 2023-01-20 | $50,000 | -$6,128 | -$6,128 | $56,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,414 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,565 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,565 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,400 | 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 | $24,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,835 | OverpaymentAmt |
| Applied To ES Tax | $19,835 | 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 | Yes (1) | 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 (10 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 |
| JAMES AW MCLEOD | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TREASURER | 1.00 | $0 | $0 | $0 |
| SHELLEY M KIMELBERG | ||||||||
| 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 |
| ANDREW W DORN JR | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AMEY D MOOT | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LIZ BUERGER | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | INTERIM TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETH K GOSCH | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | EXECUTIVE DIRECTOR | 40.00 | $142,871 | $24,318 | $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 | $18,547,606 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $950,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,498,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,498,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $292,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,205,836 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $960,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $960,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,565 | TotalTaxAmt |
| Distributable Before Adj | $955,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $955,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $955,727 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,703,558 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,703,558 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $955,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,792 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $104,370 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,022 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $692,621 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $790,650 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,674,455 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,703,558 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $955,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $747,831 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,422,286 | 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 | $7,792 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,414,494 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $104,370 | ExcessFromYear4Amt |
| Excess From Year3 | $79,022 | ExcessFromYear3Amt |
| Excess From Year2 | $692,621 | ExcessFromYear2Amt |
| Excess From Year1 | $790,650 | ExcessFromYear1Amt |
| Excess From Current Year | $747,831 | 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 (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 716 MINISTRIES | |||||||
| 301 14TH STREET | BUFFALO | NY | 14213 | PC | TRAINING AND CERTIFICATION SUPPORT | $65,000 | |
| AQUARIUM OF NIAGARA | |||||||
| 701 WHIRLPOOL ST | NIAGARA FALLS | NY | 14301 | PC | OPERATIONAL GRANT | $1,500 | |
| ARTPARK & COMPANY | |||||||
| 450 SOUTH 4TH STREET | LEWISTON | NY | 14092 | PC | SAGE INTACCT IMPLEMENTATION | $19,000 | |
| ARTS SERVICES INC | |||||||
| 2495 MAIN STREET SUITE 422 | BUFFALO | NY | 14214 | PC | DEIA INITIATIVE | $20,000 | |
| BACK TO BASICS OUTREACH MINISTRIES | |||||||
| 1370 WILLIAM STREET | BUFFALO | NY | 14206 | PC | TECHNOLOGY AND TRAINING PROJECT | $28,000 | |
| BRRALLIANCE | |||||||
| 52 AMHERST ST | BUFFALO | NY | 14207 | PC | FUNDRAISING SUPPORT STAFF | $10,000 | |
| BUFFALO & ERIE COUNTY BOTANICAL GARDENS | |||||||
| 2655 SOUTH PARK AVENUE | BUFFALO | NY | 14218 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $500 | |
| BUFFALO & ERIE COUNTY HISTORICAL SOCIETY | |||||||
| 25 NOTTINGHAM COURT | BUFFALO | NY | 14216 | PC | MARKETING ASSOCIATE | $27,500 | |
| BUFFALO AND ERIE COUNTY BOTANICAL GARDENS | |||||||
| 2655 SOUTH PARK AVENUE | BUFFALO | NY | 14218 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $2,000 | |
| BUFFALO FEDERATION OF NEIGHBORHOOD CENTERS | |||||||
| 45 JEWETT AVENUE SUITE 250 | BUFFALO | NY | 14214 | PC | ON THE JOB TRAINING DEVELOPMENT SUPPORT | $15,000 | |
| BUFFALO MARITIME CENTER | |||||||
| 90 ARTHUR ST | BUFFALO | NY | 14207 | PC | TRUSTEE DISCRETIONARY GRANT: NAVIGATOR PROGRAM EXPANSION | $5,000 | |
| BUFFALO PREP | |||||||
| 3485 MAIN STREET ALLEN HALL SUITE | BUFFALO | NY | 14214 | PC | TRUSTEE DISCRETIONARY GRANT | $1,000 | 105 |
| BUFFALO PREP | |||||||
| 3485 MAIN STREET ALLEN HALL SUITE | BUFFALO | NY | 14214 | PC | ICAP IMPLEMENTATION GRANT: LMSW, TRAINING AND SUPPORT | $52,000 | 105 |
| BUFFALO STRING WORKS | |||||||
| PO BOX 195 465 GRANT STREET | BUFFALO | NY | 14213 | PC | FULL TIME OPERATIONS DIRECTOR | $20,000 | |
| BURCHFIELD-PENNEY ART CENTER | |||||||
| 1300 ELMWOOD AVE | BUFFALO | NY | 14222 | PC | MANUAL ART STORAGE SYSTEM | $28,500 | |
| CATTARAUGUS REGION COMMUNITY FOUNDATION | |||||||
| 301 N UNION ST 203 | OLEAN | NY | 14760 | PC | TRUSTEE DISCRETIONARY GRANT: MOVIE MUSEUM DEPOT FACILITY UPGRADE | $3,150 | |
| CAUSEWAVE COMMUNITY PARTNERS | |||||||
| 274 NORTH GOODMAN B269 | ROCHESTER | NY | 14607 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $3,024 | |
| 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 | $22,000 | |
| COLLABORATIVE CENTER FOR SOCIAL INNOVATION | |||||||
| 35 TRANQUILITY TRAIL | LANCASTER | NY | 14086 | PC | PRESIDENT DISCRETIONARY: OPERATIONS | $3,500 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | BUFFALO TOGETHER COMMUNITY RESPONSE FUND | $5,000 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | FUND FOR THE ARTS 2023-24 | $15,000 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | EAST SIDE AVENUES 2022-23 CONTRIBUTION | $20,000 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | FUND FOR THE ARTS 2022-23 | $20,000 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | MOVING FORWARD TOGETHER FUNDER COLLABORATION | $50,000 | |
| CORNELL COOPERATIVE EXTENSION OF NIAGARA | |||||||
| 4487 LAKE AVENUE | LOCKPORT | NY | 14094 | PC | ICAP IMPLEMENTATION GRANT: OPERATIONS MANAGER | $27,500 | |
| ENLIGHTENMENT BOOKSTORE AND LITERARY ARTS CENTER | |||||||
| 688 ABBOTT RD | BUFFALO | NY | 14220 | PC | PART TIME BOOKKEEPER | $10,483 | |
| EVERY BOTTOM COVERED | |||||||
| 877 EAST DELAVAN | BUFFALO | NY | 14215 | PC | PRESIDENT DISCRETIONARY:OPERATIONS | $1,500 | |
| EVERY PERSON INFLUENCES CHILDREN (EPIC) | |||||||
| 1021 BROADWAY ST | BUFFALO | NY | 14212 | PC | HUMAN RESOURCES SUPPORT STAFF | $52,390 | |
| EXPLORE AND MORE - THE RALPH C WILSON JR CHILDREN'S MUSEUM | |||||||
| 130 MAIN ST | BUFFALO | NY | 14202 | PC | DATABASE SYSTEM IMPLEMENTATION | $20,000 | |
| FIELD & FORK NETWORK | |||||||
| 487 MAIN STREET SUITE 200 | BUFFALO | NY | 14203 | PC | OPERATIONS | $1,000 | |
| FULL CIRCLE FAMILY SERVICES | |||||||
| 2495 MAIN ST SUITE 345 | BUFFALO | NY | 14214 | PC | PRESIDENT DISCRETIONARY: OPERATIONS | $1,000 | |
| GENESEE ORLEANS REGIONAL ARTS COUNCIL | |||||||
| 201 EAST MAIN STREET | BATAVIA | NY | 14020 | PC | MARKETING COORDINATOR | $38,500 | |
| GRASSROOTS GARDENS WNY | |||||||
| 389 BROADWAY AVENUE | BUFFALO | NY | 14204 | PC | DEVELOPMENT DIRECTOR SUPPORT | $25,000 | |
| HAMBURG NATURAL HISTORY SOCIETY | |||||||
| 3556 LAKESHORE RD STE 239 | BLASDELL | NY | 14219 | PC | TRUSTEE DISCRETIONARY GRANT: CAPITAL CAMPAIGN TRAINING | $5,000 | |
| HEARTS AND HANDS | |||||||
| 518 BEWLEY BUILDING | LOCKPORT | NY | 14094 | PC | ICAP STIPEND | $10,000 | |
| INFINITY VISUAL AND PERFORMING ARTS INC | |||||||
| 301 EAST SECOND STREET SUITE 101 | JAMESTOWN | NY | 14701 | PC | ICAP STIPEND | $10,000 | |
| JOURNEY'S END REFUGEE SERVICES | |||||||
| 2495 MAIN STREET SUITE 317 | BUFFALO | NY | 14214 | PC | CLIENT CASE MANAGEMENT SYSTEM | $79,800 | |
| KING URBAN LIFE CENTER | |||||||
| 938 GENESEE STREET | BUFFALO | NY | 14211 | PC | PRESIDENT DISCRETIONARY GRANT: AMERICORPS POSITION | $4,000 | |
| MARTIN HOUSE RESTORATION CORPORATION | |||||||
| 143 JEWETT PARKWAY | BUFFALO | NY | 14214 | PC | OPERATIONAL SUPPORT | $1,250 | |
| MENTAL HEALTH ADVOCATES | |||||||
| 1021 BROADWAY AVENUE 5TH FLOOR | BUFFALO | NY | 14212 | PC | ICAP STIPEND | $10,000 | |
| MICHIGAN STREET AA HERITAGE CORRIDOR | |||||||
| 111 GENESEE STREET SUITE 401 | BUFFALO | NY | 14203 | PC | TRUSTEE DISCRETIONARY GRANT: SOULFUL CHRISTMAS EVENT SUPPORT | $1,500 | |
| MUSICALFARE THEATER | |||||||
| 4380 MAIN STREET SUITE 123 | AMHERST | NY | 14226 | PC | ICAP IMPLEMENTATION GRANT: INTERNSHIP PROGRAM | $5,000 | |
| NATIONAL COMPASSION FUND | |||||||
| 1450 DUKE STREET | ALEXANDRIA | VA | 22314 | PC | BUFFALO 5/14 SURVIVORS FUND | $10,000 | |
| NATIONAL FEDERATION FOR JUST COMMUNITIES | |||||||
| 360 DELAWARE AVENUE SUITE 200 | BUFFALO | NY | 14202 | PC | PRESIDENT DISCRETIONARY: OPERATIONS | $500 | |
| NATIONAL FEDERATION FOR JUST COMMUNITIES | |||||||
| 360 DELAWARE AVENUE SUITE 200 | BUFFALO | NY | 14202 | PC | ICAP STIPEND | $10,000 | |
| NATIVE AMERICAN COMMUNITY SERVICES | |||||||
| 1005 GRANT STREET A | BUFFALO | NY | 14207 | PC | ELECTRONIC HEALTH RECORDS | $41,620 | |
| NY FUNDERS ALLIANCE | |||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | NONPROFIT SUPPORT GROUP | $16,008 | |
| OPEN BUFFALO | |||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | PRESIDENT DISCRETIONARYOPERATIONS | $1,500 | |
| OPEN BUFFALO | |||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | ICAP CONTRACT, RACIAL EQUITY CAPACITY BUILDING INITIATIVE | $14,200 | |
| OPEN BUFFALO | |||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | WNY FOOD STORIES PROJECT / BUFFALO FOOD EQUITY NETWORK | $20,000 | |
| PEACE OF THE CITY | |||||||
| PO BOX 750 | BUFFALO | NY | 14213 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $1,000 | |
| PROVIDENCE FARM COLLECTIVE | |||||||
| 5701 BURTON ROAD | ORCHARD PARK | NY | 14127 | PC | OPERATIONS | $1,500 | |
| PUSH BUFFALO | |||||||
| 429 PLYMOUTH AVE SUITE 1 | BUFFALO | NY | 14213 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $1,000 | |
| RURAL OUTREACH CENTER | |||||||
| PO BOX 447 | EAST AURORA | NY | 14052 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $1,000 | |
| SENECA STREET CDC | |||||||
| 1218 SENECA STREET | BUFFALO | NY | 14210 | PC | ICAP IMPLEMENTATION GRANT: YOUTH PROGRAM SUPPORT | $50,000 | |
| ST LUKE'S MISSIONS OF MERCY | |||||||
| PO BOX 448 | BUFFALO | NY | 14215 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $2,000 | |
| STITCH BUFFALO | |||||||
| 1215 NIAGARA ST | BUFFALO | NY | 14213 | PC | TRANSLATION, LEGAL, AND FUNDRAISING CONSULTANCIES | $13,000 | |
| THE NIAGARA FALLS CHAPTER THE LINKS INC | |||||||
| P O BOX 4062 | NIAGARA FALLS | NY | 14301 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $1,500 | |
| THE SERVICE COLLABORATIVE OF WNY INC | |||||||
| 173 ELM ST | BUFFALO | NY | 14203 | PC | FINANCIAL STAFF TRANSITION SUPPORT | $16,000 | |
| TWIN CITIES MEALS ON WHEELS | |||||||
| 100 RIDGE RD | NORTH TONAWANDA | NY | 14120 | PC | TRUSTEE DISCRETIONARY GRANT: MEALS SERVICES OUTREACH | $3,000 | |
| UB FOUNDATION | |||||||
| 319 JOHN LORD OBRIAN HALL | BUFFFALO | NY | 14260 | PC | 2022 MOOT EVIDENCE AWARD | $1,000 | |
| UKRAINIAN AMERICAN FREEDOM FOUNDATION | |||||||
| 562 GENESEE ST | BUFFALO | NY | 14204 | PC | TRUSTEE DISCRETIONARY GRANT: DNIPRO UKRANIAN CULTURAL CENTER/ORGANIZATIONAL ASSESSMENT CONSULTANT | $10,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14029 | PC | OPERATIONS | $3,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | COMMUNITY RESILIENCE FUND | $10,000 | |
| UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY | |||||||
| 208 PINE STREET | JAMESTOWN | NY | 14701 | PC | IDEA COALITION AND FRAMEWORK IMPLEMENTATION | $18,500 | |
| UPWARD DESIGN FOR LIFE | |||||||
| PO BOX 327 | BUFFALO | NY | 14215 | PC | PRESIDENT DISCRETIONARY: OPERATIONS | $3,000 | |
| WEDI | |||||||
| 436 GRANT STREET | BUFFALO | NY | 14213 | PC | TRUSTEE DISCRETIONARY GRANT:OPERATIONS | $1,000 | |
| WESTERN NEW YORK LAW CENTER | |||||||
| 37 FRANKLIN STREET SUITE 210 | BUFFALO | NY | 14202 | PC | STRATEGIC ALLIANCE PROJECT, PHASE 2 PLANNING | $8,750 | |
| WNY LAND CONSERVANCY | |||||||
| PO BOX 471 | EAST AURORA | NY | 14052 | PC | TRUSTEE DISCRETIONARY GRANT: IN HONOR OF NANCY SMITH / LAND ACQUISITION FOR PFC | $5,000 | |
| WNY RURAL AREA HEALTH EDUCATION CENTER | |||||||
| 20 DUNCAN STREET PO BOX 152 | WARSAW | NY | 14569 | PC | ICAP IMPLEMENTATION: RURAL BROADBAND HEALTHCARE NETWORK STAFFING SUPPORT | $66,096 | |
| WNY WOMEN'S FOUNDATION | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP IMPLEMENTATION: SPECIAL PROJECTS MGR AND KNOWLEDGE MGT POSITIONS | $75,000 | |
| YMCA CAMP ONYAHSA | |||||||
| 101 EAST FOURTH ST | JAMESTOWN | NY | 14701 | PC | HEALTH AND WELLNESS UPGRADE | $15,000 | |
| ACCESS OF WNY | |||||||
| 609 RIDGE RD SUITE 210 | LACKAWANNA | NY | 14218 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| AFRICAN AMERICAN CENTER FOR CULTURAL DEV | |||||||
| 108 SOUTH 8TH ST | OLEAN | NY | 14760 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| AFRICAN HERITAGE ECONOMIC INITIATIVE | |||||||
| 2616 HIGHLAND AVENUE | NIAGARA FALLS | NY | 14305 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| BACK TO BASICS OUTREACH MINISTRIES | |||||||
| 1370 WILLIAM STREET | BUFFALO | NY | 14206 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| BLACK FARMER FUND | |||||||
| 228 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| BUFFALO GO GREEN | |||||||
| 45 PEMBROKE AVE | BUFFALO | NY | 14215 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| COALITION FOR ECONOMIC JUSTICE | |||||||
| 2495 MAIN ST SUITE 425 | BUFFALO | NY | 14214 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| COLORED GIRLS BIKE TOO | |||||||
| 115 ELMWOOD AVENUE | BUFFALO | NY | 14201 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| ERIE COUNTY RESTORATIVE JUSTICE CENTER | |||||||
| 567 HERTEL AVENUE | BUFFALO | NY | 14207 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| GLYS OF WNY | |||||||
| 750 WEHRLE DR | BUFFALO | NY | 14225 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| NATIONAL FEDERATION FOR JUST COMMUNITIES | |||||||
| 360 DELAWARE AVENUE SUITE 200 | BUFFALO | NY | 14202 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| NATIVE AMERICAN COMMUNITY SERVICES | |||||||
| 1005 GRANT STREET A | BUFFALO | NY | 14207 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| NIAGARA ORGANIZING ALLIANCE FOR HOPE | |||||||
| 1625 BUFFALO AVE STE 2H | NIAGARA FALLS | NY | 14303 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| OPEN BUFFALO | |||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| PUSH | |||||||
| 429 PLYMOUTH AVENUE SUITE 1 | BUFFALO | NY | 14213 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| PARTNERSHIP FOR THE PUBLIC GOOD | |||||||
| 617 MAIN STREET FLOOR 3R | BUFFALO | NY | 14203 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| VOICE BUFFALO | |||||||
| 2495 MAIN ST SUITE 547 | BUFFALO | NY | 14214 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| WESTERN NEW YORK LAW CENTER | |||||||
| 37 FRANKLIN STREET SUITE 210 | BUFFALO | NY | 14202 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| CLEAN AIR COALITION | |||||||
| 371 DELAWARE AVE | BUFFALO | NY | 14202 | PC | EQUITY AND SOCIAL JUSTICE GRANT / BLACK LOVE RESISTS IN THE RUST | $5,000 | |
| OPEN BUFFALO | |||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | EQUITY AND SOCIAL JUSTICE GRANT / FOOD FOR THE SPIRIT | $5,000 | |
| VOICE BUFFALO | |||||||
| 2495 MAIN ST SUITE 547 | BUFFALO | NY | 14214 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 | |
| FAITHBASED FELLOWSHIP | |||||||
| 722 WILLIAM STREET | BUFFALO | NY | 14206 | PC | STATE COMPLIANT FACILITY UPGRADES | $2,000 | |
| BUFFALO GO GREEN | |||||||
| 45 PEMBROKE AVE | BUFFALO | NY | 14215 | PC | PREPARED MEALS FOR EMERGENCY DISTRIBUTION | $2,000 | |
| P2 COLLABORATIVE OF WNY INC | |||||||
| 371 DELAWARE AVENUE | BUFFALO | NY | 14202 | PC | IGNITING HOPE CONFERENCE | $2,500 | |
| HEART OF THE CITY NEIGHBORHOODS INC | |||||||
| 191 NORTH STREET SUITE 1 | BUFFALO | NY | 14201 | PC | GROCERIES FOR SENIORS / JOURNEY CHURCH | $2,000 | |
| WEST SIDE COMMUNITY SERVICES | |||||||
| 161 VERMONT STREET | BUFFALO | NY | 14075 | PC | CONSULTING SUPPORT | $2,305 | |
| MUSICALFARE THEATER | |||||||
| 4380 MAIN STREET SUITE 123 | AMHERST | NY | 14226 | PC | ICAP ACCOUNTABILITY | $3,750 | |
| PROVIDENCE FARM COLLECTIVE | |||||||
| 5701 BURTON ROAD | ORCHARD PARK | NY | 14127 | PC | ICAP ACCOUNTABILITY | $2,000 | |
| HEART OF THE CITY NEIGHBORHOODS INC | |||||||
| 191 NORTH STREET SUITE 1 | BUFFALO | NY | 14201 | PC | FORESIGHT ASSESSMENTS | $432 | |
| BUFFALO PREP | |||||||
| 3485 MAIN STREET ALLEN HALL SUITE | BUFFALO | NY | 14214 | PC | CONSULTING SUPPORT | $250 | 105 |
| NATIONAL FEDERATION FOR JUST COMMUNITIES | |||||||
| 360 DELAWARE AVENUE SUITE 200 | BUFFALO | NY | 14202 | PC | TURNAROUND PLAN | $14,400 | |
| INFINITY VISUAL AND PERFORMING ARTS INC | |||||||
| 301 EAST SECOND STREET SUITE 101 | JAMESTOWN | NY | 14701 | PC | ICAP | $11,000 | |
| ROYCROFT CAMPUS CORPORATION | |||||||
| 31 SOUTH GROVE STREET EAST AURORA | EAST AURORA | NY | 14052 | PC | CUSTOMER EXPERIENCE CONSULTING | $9,273 | NY 14052 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP | $1,590 | |
| ROYCROFT CAMPUS CORPORATION | |||||||
| 31 SOUTH GROVE STREET EAST AURORA | EAST AURORA | NY | 14052 | PC | CUSTOMER EXPERIENCE | $9,273 | NY 14052 |
| CONSULTANTS TRAINING | |||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | RPP TRAINING | $2,389 | |
| ROBERT H JACKSON CENTER | |||||||
| 305 EAST FOURTH STREET JAMESTOWN NY | JAMESTOWN | NY | 14701 | PC | ICAP ACCOUNTABILITY | $1,925 | 14701 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP | $1,413 | |
| SAFSF | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | BUFFALO TOGETHER | $4,500 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | REFUND OF GRANT | -$3,600 | |
| CONSUMER CREDIT COUNSELING SERVICE | |||||||
| 40 GARDENVILLE PKWY SUITE 300 | WEST SENECA | NY | 14224 | PC | REFUND OF GRANT | -$9,309 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,331,695 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BUFFALO & ERIE COUNTY HISTORICAL SOCIETY | |||||||
| 25 NOTTINGHAM COURT | BUFFALO | NY | 14216 | PC | MARKETING ASSOCIATE | $14,163 | |
| BUFFALO PREP | |||||||
| 3485 MAIN STREET ALLEN HALL SUITE | BUFFALO | NY | 14214 | PC | ICAP IMPLEMENTATION GRANT: LMSW, TRAINING AND SUPPORT | $19,500 | 105 |
| BUFFALO PREP | |||||||
| 3485 MAIN STREET ALLEN HALL SUITE | BUFFALO | NY | 14214 | PC | ICAP IMPLEMENTATION GRANT: LMSW, TRAINING AND SUPPORT | $19,500 | 105 |
| BUFFALO STRING WORKS | |||||||
| PO BOX 195 465 GRANT STREET | BUFFALO | NY | 14213 | PC | FULL TIME OPERATIONS DIRECTOR | $10,000 | |
| EXPLORE BUFFALO | |||||||
| 1 SYMPHONY CIRCLE | BUFFALO | NY | 14201 | PC | ICAP CONSULTING & STIPEND | $28,000 | |
| GENESEE ORLEANS REGIONAL ARTS COUNCIL | |||||||
| 201 EAST MAIN STREET | BATAVIA | NY | 14020 | PC | MARKETING COORDINATOR | $19,325 | |
| SENECA STREET CDC | |||||||
| 1218 SENECA STREET | BUFFALO | NY | 14210 | PC | ICAP IMPLEMENTATION GRANT: YOUTH PROGRAM SUPPORT | $25,000 | |
| SENECA STREET CDC | |||||||
| 1218 SENECA STREET | BUFFALO | NY | 14210 | PC | ICAP IMPLEMENTATION GRANT: YOUTH PROGRAM SUPPORT | $25,000 | |
| WEDI | |||||||
| 436 GRANT STREET | BUFFALO | NY | 14213 | PC | FINANCIAL CONSUTANCY: FREEDMAXICK | $20,000 | |
| WNY WOMEN'S FOUNDATION | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP IMPLEMENTATION: SPECIAL PROJECTS MGR AND KNOWLEDGE MGT POSITIONS | $37,500 | |
| WNY WOMEN'S FOUNDATION | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP IMPLEMENTATION: SPECIAL PROJECTS MGR AND KNOWLEDGE MGT POSITIONS | $37,500 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | EQUITY AND SOCIAL JUSTICE GRANTS | $95,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | FLEXIBLE FUNDING IN RESPONSE TO 5/14 | $11,500 | |
| INFINITY VISUAL AND PERFORMING ARTS INC | |||||||
| 301 EAST SECOND STREET SUITE 101 | JAMESTOWN | NY | 14701 | PC | ICAP | $7,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $368,988 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $299 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $372,200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,414 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $371,094 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $371,094 | 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 | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ANNE MOOT | |||||||
| 1 | 168 LEICESTER ROAD | KENMORE | NY | 14217 | $56,128 | Yes (X) | |
| RALPH C WILSON JR FOUNDATION | |||||||
| 2 | 3101 E GRAND BLVD SUITE 200 | DETROIT | MI | 48202 | $1,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 100 SHARES OF TONAWANDA SHARE CORPS. SHARE VALUE: $500/SHARE | NoncashPropertyDesc |
| Fair Market Value | $56,128 | FairMarketValueAmt |
| Received | 2022-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,025 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4226 SHS - ISHARES TIP BOND | $494,251 | $494,251 |
| 6279 SHS - ISHARES CORE S&P MID ETF | $1,341,608 | $1,341,608 |
| 28178 SHS - ISHARES CORE MSCI ETF EAFE ETF | $1,883,699 | $1,883,699 |
| 21821 SHS - ISHARES RUSSELL ETF MIDCAP | $1,321,488 | $1,321,488 |
| 9951 SHS - ISHARES ETF US REAL ESTATE | $844,840 | $844,840 |
| 7929 SHS - VANGUARD SMALL CAP ETF | $1,252,044 | $1,252,044 |
| 46788 SHS - VANGUARD TOTAL STOCK MARKET ETF | $9,453,096 | $9,453,096 |
| 23959 SHS - ISHARES CORE MSCI ETF EMERGING MARKETS ETC IEMG | $1,183,206 | $1,183,206 |
| 12517 SHS - VANGUARD FTSE ETF DEVELOPED MARKETS ETF | $560,063 | $560,063 |
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 | $398,090 | $398,090 |
| LAUNCHNY LP FUND | AT COST | $77,157 | $77,157 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $2,066,749 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,698 | $0 | $2,698 |
| WEBSITE | $408 | $0 | $408 |
| PAYROLL SERVICE FEE & BANK FEES | $3,071 | $0 | $3,071 |
| DUES & SUBSCRIPTIONS | $932 | $0 | $932 |
| SUPPLIES | $847 | $0 | $847 |
| COMPUTER EXPENSES | $2,010 | $0 | $2,010 |
| POSTAGE | $70 | $0 | $70 |
| PROFESSIONAL DEVELOPMENT | $650 | $0 | $650 |
| TELEPHONE | $1,934 | $0 | $1,934 |
| MISCELLANEOUS | $412 | $0 | $412 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $9 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $9 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $31,908 | $31,908 | $0 |
| P&A RETIREMENT FEES | $3,657 | $914 | $2,743 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $33,649 | $0 | $33,649 |
| $750 | $0 | $750 |
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