E & WG FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- E & WG FOUNDATION (EIN 16-1065309)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-11
- IRS object ID
- 202312849349101406
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-11T11:04:58-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161468002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIAMPOU TRAVIS BESAW & KERSHNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRYANT WOODS NORTH | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161065309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E&W G FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | E&WG | BusinessNameControlTxt |
| Phone | 7162040204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL JANKOWSKI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7162040204 | PhoneNum |
| Signature | 2023-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHERYL | PersonFirstNm |
| Person Last | JANKOWSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON K PELLISH | PreparerPersonNm |
| PTIN | P00625801 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2023-10-10 | 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 | $10,942,692 | 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 | $270,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,862 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,899,741 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,509 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $277,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $277,371 | 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 | $5,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,480 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,120 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,698 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,759 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,940 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,809 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,809 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $23,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,303 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,697 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,351 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,007 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $475,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $475,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $553,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,351 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $499,807 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$275,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $226,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,626 | CashBOYAmt |
| Cash EOY | $148,151 | CashEOYAmt |
| Cash EOYFMV | $148,151 | CashEOYFMVAmt |
| Corporate Stock BOY | $13,046,156 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,634,965 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,634,965 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $207,018 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $47,442 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $164,751 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $159,576 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $159,576 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,261,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,942,692 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,942,692 | 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 | $13,261,533 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,942,692 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,261,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,942,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,261,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,942,692 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,261,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$275,786 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,985,747 | SubtotalAmt |
| Other Decreases | $2,043,055 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,942,692 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY - NET GAIN/LOSS - SHORT TERM | P | 2022-12-31 | $656,228 | $695,414 | -$39,186 | -$39,186 |
| FIDELITY - NET GAIN/LOSS - LONG TERM | P | 2022-12-31 | $2,237,129 | $2,197,818 | $39,311 | $39,311 |
| CAPITAL GAINS DIVIDENDS | P | $6,384 | $6,384 | $6,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,509 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,142 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,142 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,142 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,121 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,522 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,643 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $2,500 | OverpaymentAmt |
| Applied To ES Tax | $2,500 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KEN DULIAN | IndividualWithBooksNm |
| Phone | 7162040204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WARREN GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/VP | 8.00 | $0 | $0 | $0 |
| JOHN SIEGEL | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/SECRETARY | 5.00 | $0 | $0 | $0 |
| AMI GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/PRESIDENT | 8.00 | $0 | $0 | $0 |
| KENNETH DULIAN | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | EXEC. DIRECTOR | 6.00 | $0 | $0 | $0 |
| DAVID PIERCE MD | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHELE SCHMIDT | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | ADMINISTRATIVE DIRECTOR | 5.00 | $0 | $0 | $0 |
| CHERYL JANKOWSKI | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/TREASURER | 2.00 | $0 | $0 | $0 |
| JENNIFER GREATBATCH DANITZ | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR THROUGH 6/24/2022 | 1.00 | $0 | $0 | $0 |
| JAMES CHADBOURNE | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR STARTING 6/24/2022 | 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 | $11,381,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,433 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,617,769 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,617,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,267 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,443,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $572,175 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $572,175 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,142 | TotalTaxAmt |
| Distributable Before Adj | $569,033 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $569,033 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $569,033 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $499,807 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $499,807 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $569,033 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,239 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $499,807 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,239 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $478,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $90,465 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHELE SCHMIDT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7162040204 | RecipientPhoneNum |
| Form And Info And Materials | THE GRANT APPLICATION FORM IS ELECTRONIC AND ACCESSIBLE AT WWW.EASTHILLFDN.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE E & W G FOUNDATION IDENTIFIES AND FUNDS INNOVATIVE, CHARITABLE PROJECTS DESIGNED TO ENHANCE THE QUALITY OF LIFE OF RESIDENTS OF WESTERN NEW YORK, PRIMARILY ERIE AND NIAGARA COUNTIES. ADDITIONALLY, THIS FOUNDATION TEACHES STEWARDSHIP TO THE FOUNDERS' FAMILY MEMBERS BY SUPPORTING THEIR PROJECTS IRRESPECTIVE OF WHERE THEY LIVE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AQUARIUM OF NIAGARA | |||||||
| 701 WHIRLPOOL ST | NIAGARA FALLS | NY | 14301 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| AQUARIUM OF NIAGARA | |||||||
| 701 WHIRLPOOL ST | NIAGARA FALLS | NY | 14301 | NONE | PUBLIC CHARITY | SUPPORT THE CONSTRUCTION/RENOVATION OF AQUARIUM DISCOVERY CENTER - YEAR 2 OF 3 | $150,000 |
| BUFFALO CITY MISSION | |||||||
| 100 E TUPPER ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| BUFFALO MUSEUM OF SCIENCE | |||||||
| 1020 HUMBOLDT PKWY | BUFFALO | NY | 14211 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| FEED MORE WNY FOUNDATION | |||||||
| 100 JAMES E CASEY DR | BUFFALO | NY | 14206 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| BUFFALO NIAGARA WATERKEEPER | |||||||
| 721 MAIN STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | EDUCATION AND WATER MONITORING PROGRAMS AT SATELLITE OFFICE - YEAR 3 OF 3 | $70,000 |
| KENAN CENTER INC | |||||||
| 433 LOCUST STREET | LOCKPORT | NY | 14094 | NONE | PUBLIC CHARITY | NEW CAMPUS COMFORT SUITE AT NEW CIVIC CENTER/ARENA - YEAR 1 OF 3 | $117,000 |
| IMAGINE COMMUNITY GARDEN | |||||||
| 7071 TRANSIT RD | EAST AMHERST | NY | 14051 | NONE | PUBLIC CHARITY | PURCHASE GARDEN PLANTS AND SUPPLIES | $7,500 |
| HUMANE SOCIETY OF SARASOTA COUNTY INC | |||||||
| 2331 15TH ST | SARASOTA | FL | 34237 | NONE | PUBLIC CHARITY | HUMANE EDUCATION SUPPLIES AND FURNITURE | $15,000 |
| RAHAMA | |||||||
| 1272 DELAWARE AVE | BUFFALO | NY | 14209 | NONE | PUBLIC CHARITY | RENOVATIONS TO SHELTER FOR WOMEN AND CHILDREN | $7,500 |
| CITY OF TONAWANDA | |||||||
| 200 NIAGARA STREET | TONAWANDA | NY | 14150 | NONE | PUBLIC CHARITY | NEW ADIRONDACK CHAIRS FOR CITY PARKS | $15,000 |
| LADY VETERANS CONNECT INC | |||||||
| ANNAS HOUSE 11400 IRVINE RD | WINCHESTER | KY | 40391 | NONE | PUBLIC CHARITY | NEW WORKBOOKS, MATERIALS, SUPPLIES AND FOOD FOR GROUP THERAPY | $10,000 |
| REFUGE FOR WOMEN | |||||||
| 342 WALLER AVE 1D | LEXINGTON | KY | 40504 | NONE | PUBLIC CHARITY | NEW FLOORING, LAMINATE AND CARPET | $10,000 |
| NORTH TONAWANDA DEPT OF YOUTH PARKS AND RECREATION | |||||||
| 500 WHEATFIELD STREET SUITE 1 | N TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | SUPPLIES TO REPLACE PARK FISHING PIER | $8,000 |
| SLEEP IN HEAVENLY PEACE INC | |||||||
| 60 BRYANT WOODS | SOUTH AMHERST | NY | 14228 | NONE | PUBLIC CHARITY | PROVIDE FURNISHED BEDS FOR UNDERSERVED CHILDREN | $10,000 |
| SPCA SERVING ERIE COUNTY | |||||||
| 300 HARLEM ROAD | WEST SENECA | NY | 14224 | NONE | PUBLIC CHARITY | LARGE PET INCUBATORS AND PET RETENTION VETERINARY CARE | $10,000 |
| THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION | |||||||
| 641 DELAWARE AVE | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | REPLACE DINING ROOM CARPET AT HISTORIC MUSEUM | $5,300 |
| WNY WOMEN'S FOUNDATION | |||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | NONE | PUBLIC CHARITY | TRAUMA MITIGATION TO ENHANCE WORKFORCE CERTIFICATION, JOB SUSTAINABILITY | $15,000 |
| RANDOLPH ACADEMY UNION FREE SCHOOL DISCTRICT | |||||||
| 336 MAIN STREET | RANDOLPH | NY | 14772 | NONE | PUBLIC CHARITY | NEW FLOORING FOR CULINARY ARTS KITCHEN | $15,000 |
| WOODFORD COUNTY MIDDLE SCHOOL THEATRE | |||||||
| 100 SCHOOL HOUSE ROAD | VERSAILLES | KY | 40383 | NONE | PUBLIC CHARITY | AUDIO MIXER, MICROPHONE, AND CABLING EQUIPMENT | $10,000 |
| BUFFALO MUSEUM OF SCIENCE | |||||||
| 1020 HUMBOLDT PKWY | BUFFALO | NY | 14211 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $475,800 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AQUARIUM OF NIAGARA | |||||||
| 701 WHIRLPOOL ST | NIAGARA FALLS | NY | 14301 | NONE | PUBLIC CHARITY | SUPPORT THE CONSTRUCTION/RENOVATION OF AQUARIUM DISCOVERY CENTER - YEAR 3 OF 3 | $250,000 |
| KENAN CENTER INC | |||||||
| 433 LOCUST STREET | LOCKPORT | NY | 14094 | NONE | PUBLIC CHARITY | NEW CAMPUS COMFORT SUITE AT NEW CIVIC CENTER/ARENA - YEAR 2 AND 3 OF 3 | $233,000 |
| BUFFALO NIAGARA WATERKEEPER | |||||||
| 721 MAIN STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | ENVIRONMENTAL EDUCATION AND OUTREACH PROGRAMS OVER THREE YEARS, BEGINNING IN 2023. | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $733,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270,862 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,509 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $277,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $277,371 | 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 | $5,600 | Amt |
| Net Investment Income | $4,480 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,120 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| CITY OF TONAWANDA | ||||||||||
| 200 NIAGARA STREET | TONAWANDA | NY | 14150 | 2022-03-29 | $15,000 | NEW ADIRONDACK CHAIRS FOR CITY PARKS. | $15,000 | 3/31/23 | 2023-03-31 | FOUNDATION STAFF VERIFIED THE CHAIRS WERE AT NIAWANDA PARK, TONAWANDA, NY ON FEB. 22, 2023. THE ADIRONDACK CHAIRS ARE MADE OF ALL-WEATHER, MARINE-GRADE RECYCLED HDPE POLYMER. THE COST PER CHAIR WAS $370.50 AND EACH CHAIR WEIGHS 55 POUNDS. WITH ADDITIONAL FUNDING, 54 MULTI-COLORED CHAIRS WERE PURCHASED AND PLACED IN THE CITY PARKS (BOLTED-ON CONCRETE PADS). RECEIPTS AND PHOTOS WERE SUBMITTED WITH THE GRANT REPORT. |
| NORTH TONAWANDA DEPT OF YOUTH PARKS AND RECREATION | ||||||||||
| 500 WHEATFIELD STREET SUITE 1 | NORTH TONAWANDA | NY | 14120 | 2022-07-18 | $8,000 | SUPPLIES TO REPLACE PARK FISHING PIER | $8,000 | 11/2/2022 | 2023-03-24 | THE PROJECT WAS COMPLETED 8/31/2022 AND PROVIDES BETTER ACCESS TO THE WATERFRONT AND IS A STOPPING POINT ON SWEENEY CANAL BIKE PATH. THE FISHING DOCK WAS PREVIOUSLY CLOSED DUE TO UNSAFE CONDITIONS. RECEIPTS AND BEFORE AND AFTER PHOTOS WERE INCLUDED IN THE REPORT. FOUNDATION STAFF VISITED NOVEMBER 2, 2022. |
| RANDOLPH ACADEMY UNION FREE SCHOOL DISTRICT | ||||||||||
| 336 MAIN STREET | RANDOLPH | NY | 14772 | 2022-08-08 | $15,000 | MODERNIZE THE CULINARY ARTS KITCHEN AT RANDOLPH ACADEMY - PURCHASE AND INSTALL NEW FLOORING AND KITCHEN EQUIPMENT. | $15,000 | 6/14/23 | 2023-06-14 | THE PROJECT WAS COMPLETED 6/7/23. THE NEW INSTALLATION ALLOWS FOR GREATER ACCESSIBILITY THROUGH THE KITCHEN FOR STUDENTS WITH PERMANENT OR TEMPORARY DISABILITIES. RECEIPTS AND PHOTOS WERE SUBMITTED WITH THE GRANT REPORT. |
| WOODFORD COUNTY MIDDLE SCHOOL THEATRE | ||||||||||
| 100 SCHOOL HOUSE ROAD | VERSAILLES | KY | 40383 | 2022-08-30 | $10,000 | AUDIO EQUIPMENT FOR SCHOOL THEATRE | $10,000 | 5/22/23 | 2023-06-02 | THE PROJECT IS COMPLETE. THE AUDIO EQUIPMENT WAS PURCHASED AND IN USE AT THE SCHOOL. RECEIPTS AND FINAL ACCOUNTING FOR THE EQUIPMENT WERE SUBMITTED WITH THE GRANT REPORT AS WELL AS RECEIPTS AND PHOTOS OF THE EQUIPMENT. THE EQUIPMENT WAS IN USE FOR THEIR END-OF-YEAR PRODUCTION. A FOUNDATION REPRESENTATIVE ATTENDED ON MAY 19, 2023. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - STOCKS & MUTUAL FUNDS | StockNm |
| EOY Book Value | $10,634,965 | EOYBookValueAmt |
| EOYFMV | $10,634,965 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $2,043,055 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $750 | $0 | $750 |
| ISF PROPERTY LICENSE | $500 | $0 | $500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $39,698 | $31,759 | $7,940 |
| COMPUTER SERVICES | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $2,000 | $0 | $0 |
| FOREIGN TAXES | $5,809 | $5,809 | $0 |
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