FOREST LAWN HERITAGE FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FOREST LAWN HERITAGE FOUNDATION INC (EIN 16-1405484)
Tax period
2022-04-01 to 2023-03-31
Filed
2023-09-29
IRS object ID
202312729349300836
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-29T13:55:21-05:00ReturnTs
Tax Period End2023-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043728817PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRONCONI SEGARRA & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18321 MAIN STREETAddressLine1Txt
CityWILLIAMSVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN161405484EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOREST LAWN HERITAGE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOREBusinessNameControlTxt
Phone7168851600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11411 DELAWARE AVENUEAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMIE L LOTZPersonNm
Person TitleVICE PRESIDENT OF FINANCEPersonTitleTxt
Phone7168851600PhoneNum
Signature2023-09-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMIEPersonFirstNm
Person LastLOTZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANE M STRAKA CPAPreparerPersonNm
PTINP00165826PTIN
Phone7166331373PhoneNum
Preparation2023-09-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHARLES F KREINER JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11411 DELAWARE AVENUEAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14209ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$302,723GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO SOLICIT CONTRIBUTIONS TO SUPPORT ITS EFFORTS TO PERSERVE THE ARCHITECTURAL, HISTORICAL AND NATURAL RESOURCES OF THE BUFFALO CITY CEMETERY (COMMONLY KNOWN IN WESTERN NEW YORK AS "FOREST LAWN CEMETERY"ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$154,412PYContributionsGrantsAmt
CY Contributions Grants$292,356CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$11,263PYInvestmentIncomeAmt
CY Investment Income$8,965CYInvestmentIncomeAmt
PY Other Revenue-$15,439PYOtherRevenueAmt
CY Other Revenue$28CYOtherRevenueAmt
PY Total Revenue$150,236PYTotalRevenueAmt
CY Total Revenue$301,349CYTotalRevenueAmt
PY Grants And Similar Paid$7,344PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$172,098CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,107CYTotalFundraisingExpenseAmt
PY Other Expenses$49,645PYOtherExpensesAmt
CY Other Expenses$34,837CYOtherExpensesAmt
PY Total Expenses$56,989PYTotalExpensesAmt
CY Total Expenses$206,935CYTotalExpensesAmt
PY Revenues Less Expenses$93,247PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$94,414CYRevenuesLessExpensesAmt
Total Assets BOY$551,227TotalAssetsBOYAmt
Total Assets EOY$709,308TotalAssetsEOYAmt
Total Liabilities BOY$37,957TotalLiabilitiesBOYAmt
Total Liabilities EOY$112,856TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$513,270NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$596,452NetAssetsOrFundBalancesEOYAmt
MissionTO SOLICIT CONTRIBUTIONS TO SUPPORT ITS EFFORTS TO PERSERVE THE ARCHITECTURAL, HISTORICAL AND NATURAL RESOURCES OF THE BUFFALO CITY CEMETERY (COMMONLY KNOWN IN WESTERN NEW YORK AS "FOREST LAWN CEMETERY"MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$172,257ExpenseAmt
Grant$172,098GrantAmt
Revenue$28RevenueAmt
DescTHE FOUNDATION SOLICITS CONTRIBUTIONS TO SUPPORT ITS EFFORTS TO PRESERVE THE ARCHITECTURAL, HISTORICAL, AND NATURAL RESOURCES OF THE BUFFALO CITY CEMETERY (COMMONLY KNOWN IN WESTERN NEW YORK AS "FOREST LAWN CEMETERY"). THE BOARD OF DIRECTORS OF THE FOUNDATION MEET REGULARLY TO REVIEW PROPOSED CAPITAL PROJECTS ON THE GROUNDS OF FOREST LAWN CEMETERY WHICH COULD POSSIBLY RECEIVE FUNDING FROM THE FOUNDATION.Desc
Total Program Service Expenses$172,257TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMIE L LOTZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7168851606PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11411 DELAWARE AVENUEAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14209ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
CHARLES F KREINER JR
CHAIR4.001.00Yes (X)$0$10,800$0
RICHARD J DAY
TRUSTEE (FORMER)4.001.00Yes (X)$0$1,200$0
JOSEPH DISPENZA
PRESIDENT (FORMER)4.0040.00Yes (X)$0$246,243$41,249Yes (X)
MARY ANN KRESSE
DIRECTOR4.001.00Yes (X)$0$6,600$0
KURT L RICH
DIRECTOR4.001.00Yes (X)$0$6,600$0
ALEXANDRA KF SECOR
DIRECTOR4.00Yes (X)$0$0$0
JAMES WADSWORTH
DIRECTOR4.0020.00Yes (X)$0$55,000$0
JOETTE MOSEY ZACCAGNINO
DIRECTOR4.00Yes (X)$0$0$0
JOHN EDENS
DIRECTOR4.00Yes (X)$0$0$0
WILLIAM PEARCE JR
DIRECTOR4.00Yes (X)$0$0$0
HUGH RUSS
DIRECTOR4.001.00Yes (X)$0$9,600$0
ANNETTE WARGO
VPRES FINANCE/TREAS (FORMER)4.0040.00$0$102,558$1,767Yes (X)
CHRISTOPHER CONVERSE
VICE PRESIDENT - ASST. SECRETARY4.0040.00$0$110,133$23,668Yes (X)
ROBERT WALWORTH
VICE PRES. - CREMATORY SERVICES4.0040.00$0$66,895$11,867Yes (X)
CRAIG WOLCOTT
VICE PRESIDENT - OPERATIONS4.0040.00$0$150,073$29,300Yes (X)
JAMIE L LOTZ
VICE PRESIDENT OF FINANCE4.0040.00$0$26,217$3,167Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$791,919TotReportableCompRltdOrgAmt
Total Other Compensation$111,018TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$292,356AllOtherContributionsAmt
Total Contributions$292,356TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,965TotalRevenueColumnAmt
Exclusion$8,965ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,402GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,374CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$28TotalRevenueColumnAmt
Related Or Exempt Func Income$28RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$301,349TotalRevenueColumnAmt
Related Or Exempt Func Income$28RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$8,965ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$172,098TotalAmt
Program Services$172,098ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,404TotalAmt
Management And General$19,404ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,107TotalAmt
Fundraising$3,107FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$875TotalAmt
Management And General$875ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,786TotalAmt
Management And General$1,786ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,560TotalAmt
Program Services$159ProgramServicesAmt
Management And General$1,401ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
BANK FEES$7,678$7,678
MISCELLANEOUS$427$427

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$206,935TotalAmt
Program Services$172,257ProgramServicesAmt
Management And General$31,571ManagementAndGeneralAmt
Fundraising$3,107FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$32,620BOYAmt
EOY$32,370EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,263BOYAmt
EOY$2,252EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$62,550EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$240EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$77,515BOYAmt
EOY$77,787EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$78,036BOYAmt
EOY$176,943EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$239,347LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$50,253LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$190,654BOYAmt
EOY$189,094EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$70,974BOYAmt
EOY$68,907EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$99,165BOYAmt
EOY$99,165EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$551,227BOYAmt
EOY$709,308EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,641BOYAmt
EOY$14,185EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$19,968BOYAmt
EOY$98,671EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,348BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,957BOYAmt
EOY$112,856EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$416,686BOYAmt
EOY$456,385EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$96,584BOYAmt
EOY$140,067EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$513,270BOYAmt
EOY$596,452EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$551,227BOYAmt
EOY$709,308EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$94,414ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$11,232NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$198,212CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$237,192CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$113,299CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$154,412CurrentTaxYearMinus1YearAmt
Current Tax Year$292,356CurrentTaxYearAmt
Total$995,471TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,293CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$647CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,478CurrentTaxYearMinus1YearAmt
Current Tax Year$1,402CurrentTaxYearAmt
Total$25,963TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$210,355CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$246,485CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$113,946CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$156,890CurrentTaxYearMinus1YearAmt
Current Tax Year$293,758CurrentTaxYearAmt
Total$1,021,434TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,175CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,850CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,500CurrentTaxYearMinus1YearAmt
Current Tax Year$13,000CurrentTaxYearAmt
Total$156,025TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,175CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$71,850CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,500CurrentTaxYearMinus1YearAmt
Current Tax Year$13,000CurrentTaxYearAmt
Total$156,025TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$865,409PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$772CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,174CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$782CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,263CurrentTaxYearMinus1YearAmt
Current Tax Year$8,965CurrentTaxYearAmt
Total$22,956TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$772CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,174CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$782CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,263CurrentTaxYearMinus1YearAmt
Current Tax Year$8,965CurrentTaxYearAmt
Total$22,956TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$211,127CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$247,659CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$114,728CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$168,153CurrentTaxYearMinus1YearAmt
Current Tax Year$302,723CurrentTaxYearAmt
Total$1,044,390TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.82860PublicSupportCY509Pct
Public Support PY5090.94180PublicSupportPY509Pct
Investment Income CY0.02200InvestmentIncomeCYPct
Investment Income PY0.00520InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$70,974BeginningYearBalanceAmt
Investment Earnings Or Losses-$2,067InvestmentEarningsOrLossesAmt
End Year Balance$68,907EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,932BeginningYearBalanceAmt
Investment Earnings Or Losses$10,042InvestmentEarningsOrLossesAmt
End Year Balance$70,974EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$46,058BeginningYearBalanceAmt
Investment Earnings Or Losses$14,874InvestmentEarningsOrLossesAmt
End Year Balance$60,932EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$56,540BeginningYearBalanceAmt
Investment Earnings Or Losses-$10,482InvestmentEarningsOrLossesAmt
End Year Balance$46,058EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$55,412BeginningYearBalanceAmt
Investment Earnings Or Losses$1,128InvestmentEarningsOrLossesAmt
End Year Balance$56,540EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$199,938OtherCostOrOtherBasisAmt
Book Value$199,938BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$39,409OtherCostOrOtherBasisAmt
Depreciation$50,253DepreciationAmt
Book Value-$10,844BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$189,094TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescTREE FUND INVESTMENTSDesc
Book Value$68,907BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$68,907TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescSCULPTURESDesc
Book Value$99,165BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$99,165TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$327,665TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$11,232NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$36,174DonatedServicesAndUseFcltsAmt
Other Revenue$1,374OtherRevenueAmt
Revenue Not Reported$26,316RevenueNotReportedAmt
Revenue Subtotal$301,349RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$301,349TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$244,483TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$36,174DonatedServicesUseFcltsAmt
Other Expenses Included$1,374OtherExpensesIncludedAmt
Expenses Not Reported$37,548ExpensesNotReportedAmt
Expenses Subtotal$206,935ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$206,935TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:SCULPTURES ARE PROVIDED TO FOREST LAWN CEMETERY TO DISPLAY THROUGHOUT THE CEMETERY FOR EXHIBITION TO CEMETERY VISITORS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 1,374.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 1,374.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BUFFALO CITY CEMETERYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11411 DELAWARE AVENUEAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14209ZIPCd
FieldValueIRS element (for citing)
Recipient EIN160365720RecipientEIN
Cash Grant$172,098CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantTO FUND CAPITAL PROJECTS TO PRESERVE CEMETERYPurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART 1, LINE 2FormAndLineReferenceDesc
ExplanationBOARD OF TRUSTEES MEETS REGULARLY TO REVIEW CAPITAL PROJECTS ON THE GROUNDS OF THE CEMETERY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSEPH DISPENZA
PRESIDENT (FORMER)$0$246,243$0$0$0$0$0$24,741$0$16,508$0$287,492$0$0
CRAIG WOLCOTT
VICE PRESIDENT - OPERATIONS$0$150,073$0$0$0$0$0$14,133$0$15,167$0$179,373$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4AFormAndLineReferenceDesc
ExplanationSEVERANCE PAYMENTS TO JOSEPH DISPENZA AMOUNT TO $121,063.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S BOARD OF DIRECTORS APPROVES THE 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CPOLICY IS DISCUSSED AT BOARD OF DIRECTOR MEETINGS AND IS REGULATED BY BOARD CHAIRMAN.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST AND ARE PROCESSED AS REQUESTED.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BUFFALO CITY CEMETERYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11411 DELAWARE AVENUEAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14209ZIPCd
FieldValueIRS element (for citing)
EIN160365720EIN
Primary ActivitiesTO CARE AND PRESERVE THE CEMETERY & PROVIDE BURIAL SERVICESPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(13)ExemptCodeSectionTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BUFFALO CITY CEMETERYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeOTransactionTypeTxt
Involved$36,174InvolvedAmt
Method Of Amount DeterminationACTUALMethodOfAmountDeterminationTxt

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