SCOTT BIELER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT BIELER FOUNDATION INC (EIN 81-2815534)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2023-11-22
- IRS object ID
- 202303269349100700
- 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 Bonds Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-22T09:05:03-06:00 | ReturnTs |
| Tax Period End | 2023-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161492835 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERSPIEL PFEIFER & KUBICKI CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 MAIN STREET | AddressLine1Txt |
| City | SNYDER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142264500 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812815534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT BIELER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 7169267494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R BIELER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7169267494 | PhoneNum |
| Signature | 2023-11-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | BIELER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | BRIAN J FEDERSPIEL CPA | PreparerPersonNm |
| PTIN | P00504309 | PTIN |
| Phone | 7168396539 | PhoneNum |
| Preparation | 2023-11-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $11,295,156 | 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 | $3,100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $289 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $289 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $98,293 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,293 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$27,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,228,177 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $80,540 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,251,827 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,582 | 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 | $3,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $137,613 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,728 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,638 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,728 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,940,986 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,940,986 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,081,624 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,728 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,940,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,170,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,854 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $520,126 | CashBOYAmt |
| Cash EOY | $1,551,230 | CashEOYAmt |
| Cash EOYFMV | $1,551,230 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $102,678 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $265,122 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $265,122 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,592,289 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,506,613 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,169,212 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $603,839 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $585,631 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $553,806 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,675,247 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,755,786 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,755,786 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,494,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,664,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,295,156 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,494,179 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,664,382 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,494,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,664,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,494,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,664,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,494,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,170,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,664,382 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,664,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TREASURY 4/6/23 | P | 2023-01-06 | 2023-04-06 | $80,000 | $79,134 | $866 | $866 |
| US TREASURY 0.125 3/31/23 | P | 2022-03-08 | 2022-08-23 | $1,473,095 | $1,483,838 | -$10,743 | -$10,743 |
| EXPEDIA INC | P | 2018-03-12 | 2022-06-13 | $20,557 | $20,110 | $447 | $447 |
| ELANCO ANIMAL HEALTH INC | P | 2020-12-03 | 2022-08-05 | $8,230 | $9,219 | -$989 | -$989 |
| US TREASURY 2% 4/30/24 | P | 2019-12-27 | 2022-08-23 | $489,404 | $502,978 | -$13,574 | -$13,574 |
| CITRIC SYSTEMS INC 4.5% 12/27 | P | 2020-10-28 | 2022-09-30 | $30,300 | $33,297 | -$2,997 | -$2,997 |
| POLYONE CORP 5.25% | P | 2017-06-19 | 2022-11-02 | $12,120 | $12,050 | $70 | $70 |
| POLYONE CORP 5.25% | P | 2018-02-01 | 2022-11-02 | $13,130 | $13,050 | $80 | $80 |
| SERVICE MASTER CO | P | 2021-04-08 | 2022-11-07 | $7,876 | $7,983 | -$107 | -$107 |
| SCOTTS MIRACLE GRO 4.5 | P | 2021-11-10 | 2022-11-15 | $2,465 | $3,137 | -$672 | -$672 |
| US TREAS 1.625 12/15/22 | P | 2022-10-05 | 2022-12-15 | $50,000 | $49,886 | $114 | $114 |
| ARROW ELECTRONICS INC | P | 2019-03-13 | 2023-03-01 | $21,000 | $21,000 | $0 | $0 |
| DELTA AIRLINES INC 3.8% | P | 2023-01-06 | 2023-04-06 | $20,000 | $19,790 | $210 | $210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$27,295 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,193 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,193 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,193 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,024 | 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 | $1,024 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $169 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | STANLEY A KICINSKI | IndividualWithBooksNm |
| Phone | 7169267052 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT R BIELER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | PRESIDENT/DIRECTOR | 5.00 | $0 | $0 | $0 |
| KATHRYN BIELER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| MATTHEW A LASHER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | SECRETARY/TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| STANLEY A KICINSKI | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | DIRECTOR | 1.00 | $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 | $7,266,890 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,604,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,755,786 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,627,026 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,627,026 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,467,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $523,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $523,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,193 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,193 | TotalTaxAmt |
| Distributable Before Adj | $522,188 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $522,188 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $522,188 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,940,986 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,940,986 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $522,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $197,101 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $209,492 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $94,222 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,081,333 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,582,148 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,940,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $522,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,418,798 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,000,946 | 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 | $197,101 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,803,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $209,492 | ExcessFromYear3Amt |
| Excess From Year2 | $94,222 | ExcessFromYear2Amt |
| Excess From Year1 | $2,081,333 | ExcessFromYear1Amt |
| Excess From Current Year | $1,418,798 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT R BIELER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BUFFALO COMMUNITY BOATHOUSE INC | ||||||
| 3621 STONY POINT RD | GRAND ISLAND | NY | 14072 | PC | FOR PURCHASE OF EQUIPMENT AND SUPPLIES AND TO SPONSOR YOUTH IN THE PROGRAM. | $10,000 |
| KITTEN AROUND CAT RESCUE | ||||||
| 502 JEWETT HOLMWOOD ROAD | EAST AURORA | NY | 14052 | PC | FOR THE PURCHASE OF SUPPLIES AND EXPENSES THE ENTITY INCURS. | $10,000 |
| UB FOUNDATION | ||||||
| P O BOX 900 | BUFFALO | NY | 14226 | PC | FOR THE UB MEDICAL SCHOOL ALUMNI ASSOCIATION SCHOLARSHIP FUND | $20,000 |
| SUNEEL'S LIGHT FOUNDATION | ||||||
| 275 NORTHPOINTE PARKWAY SUITE 50 | AMHERST | NY | 14228 | PC | TO SUPPORT TREATMENTS AND FIND A CURE FOR DUCHENNE MUSCULAR DYSTROPHY | $20,000 |
| MICHAEL J FOX FOUNDATION | ||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PC | TO SUPPORT RESEARCH IN THE BUFFALO CHAPTER TO FIND A CURE FOR PARKINSONS DISEASE | $50,000 |
| HUNTERS HOPE FOUNDATION | ||||||
| 21 PRINCETON PLACE | ORCHARD PARK | NY | 14127 | PC | TO SUPPORT FAMILES OF CHILDREN WITH LEUKODYSTROPHIES AND FURTHER RESEARCH EFFORTS FOR TREATEMENTS, THERAPIES AND A CURE. | $25,000 |
| MOTION PROJECT FOUNDATION | ||||||
| 4820 GENESEE ST | CHEEKTOWAGA | NY | 14225 | PC | FOR PURCHASE OF EQUIPMENT TO SUPPORT THOSE WITH SPINAL CORD INJURIES | $101,000 |
| LYME WNY | ||||||
| PO BOX 8 | SPRINGBROOK | NY | 14140 | PC | TO PROVIDE EDUCATION AND SUPPORT FOR THOSE WITH LYME DISEASE | $50,000 |
| JERICHO ROAD MINISTRIES | ||||||
| 184 BARTON STREET | BUFFALO | NY | 14213 | PC | TO ASSIST WITH BUILDING SIGNAGE AND LANDSCAPING NEEDS FOR THE COMMUNITY CENTERS | $5,000 |
| ROSWELL PARK ALLIANCE | ||||||
| ELM AND CARLTON STREETS | BUFFALO | NY | 14263 | PC | TO PROVIDE FUNDS FOR CANCER RESEARCH TREATMENT AND PREVENTION PROGRAMS, TO ALSO SUPPORT FUNDRAISING EVENTS TO RAISE ADDITIONAL FUNDS FOR THAT PURPOSE. | $604,974 |
| WNY LAND CONSERVANCY | ||||||
| PO BOX 471 | EAST AURORA | NY | 14052 | PC | TO PROVIDE RESOURCES TO THE PROVIDENCE FARM PROJECT THAT PROVIDES FRESH PRODUCE TO LOCAL COMMUNITIES | $210,000 |
| ERIE COMMUNITY COLLEGE FOUNDATION | ||||||
| 6205 MAIN STREET | WILLIAMSVILLE | NY | 14221 | PC | FOR THE PURPOSE OF PURCHASING EQUIPMENT FOR THE DENTAL LAB. | $61,065 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 100 COLLEGE PKWY STE 280 | WILLIAMSVILLE | NY | 14221 | PC | TO PROVIDE RESOURCES FOR THE TREATMENT AND CURE OF CYSTIC FIBROSIS | $106,500 |
| BOYS AND GIRLS CLUB OF EAST AURORA | ||||||
| 24 PAINE ST | EAST AURORA | NY | 14052 | PC | FOR SUPPORT OF THE PROGRAMMING FOR YOUNG PEOPLE IN EAST AURORA | $70,368 |
| D'YOUVILLE UNIVERSITY | ||||||
| 320 PORTER AVE | BUFFALO | NY | 14201 | PC | SPONSORSHIP TO PROMOTE AWARENESS OF ADDICTION AND RECOVERY | $100,000 |
| RURAL OUTREACH CENTER | ||||||
| 730 OLEAN ROAD | EAST AURORA | NY | 14052 | PC | TO SUPPORT THE CENTERS EFFORTS TO REDUCE POVERTY THROUGH HELP AND EDUCATION MEANS. | $5,000 |
| O'SHEI CHILDREN'S HOSPITAL | ||||||
| 818 ELLICOTT ST | BUFFALO | NY | 14203 | PC | TO SUPPORT THE RESEARCH OF CHILDHOOD CANCER | $5,000 |
| FOX RUN | ||||||
| ONE FOX RUN LANE | ORCHARD PARK | NY | 14127 | PC | THE OAK ROOM PROJECT | $250,000 |
| ST PAULS LUTHERAN CHURCH | ||||||
| 53 W FALLS ROAD | WEST FALLS | NY | 14170 | PC | FOR MINISTRY SUPPORT | $10,000 |
| BOYS AND GIRLS CLUB OF DEPEWLANCASTER | ||||||
| 60 PRESTON ST | DEPEW | NY | 14043 | PC | TO SUPPORT THE PROGRAMING OF THE CLUB FOR THE BENEFIT OF YOUNG PEOPLE IN THE AREA | $5,000 |
| BUFFALO SCHOLASTIC ROWING ASSOCIATION | ||||||
| 405 OHIO ST | BUFFALO | NY | 14204 | PC | TO SUPPORT THE EDUCATION AND SUPPLY NEEDS | $25,000 |
| CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION | ||||||
| 818 ELLICOTT ST | BUFFALO | NY | 14203 | PC | SPONSORHIP | $10,000 |
| GREATER BUFFALO ADAPTIVE SPORTS | ||||||
| 9 SAGEBRUSH LANE | LANCASTER | NY | 14086 | PC | PURCHASE OF 10 CHAIRS | $45,210 |
| HOSPICE WNY | ||||||
| PO BOX 590 | BUFFALO | NY | 14240 | PC | PEDIATRIC ESSENTIAL CARE | $21,869 |
| MERCY HOSPITAL FOUNDATION | ||||||
| 565 ABBOTT RD | BUFFALO | NY | 14220 | PC | TO SPONSOR THE EMS WEEKEND | $10,000 |
| ORCHARD PARK BOYS AND GIRLS CLUB | ||||||
| 25 S LINCOLN AVE | ORCHARD PARK | NY | 14127 | PC | TO PROVIDE PROGRAM SUPPORT TO BENEFIT YOUNG PEOPLE IN THE AREA | $50,000 |
| WINGS FLIGHT OF HOPE | ||||||
| 3964 CALIFORNIA ROAD | ORCHARD PARK | NY | 14127 | PC | TO PROVIDE SUPPORT FOR PEOPLE IN NEED OF AIR TRANSPORTATION FOR EMDICAL AND HUMANITARIAN PURPOSES | $40,000 |
| YMCA BUFFALONIAGARA | ||||||
| 1620 SOUTHWESTERN BLVD | WEST SENECA | NY | 14224 | PC | CAPITAL CAMPAIGN CONTRIBUTION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,940,986 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $289 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $98,293 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $80,540 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$27,295 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $151,827 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,827 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 2 | ALL INCOME BEING GENERATED IS BEING USED TO IMPROVE THE HEALTH AND |
| 3 | WELFARE OF INDIVIDUALS, TO ADVANCE BIOMEDICAL RESEARCH |
| 7 | TO FURTHER EDUCATION & PROMOTE LAND CONSERVANCY |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SCOTT BIELER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,025 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $585,631 | EOYBookValueAmt |
| EOYFMV | $553,806 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,506,613 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,169,212 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MASS MUTUAL WHOLE LIFE INSURANCE POLICY 9776740 CSV | $1,615,226 | $1,731,793 | $1,731,793 |
| MASS MUTUAL POLICY 15691165 CSV | $31,390 | $23,993 | $23,993 |
| MASS MUTUAL POLICY 15699447 CSV | $28,631 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING AND PROMOTION | $731 | $0 | $0 |
| FILING F3EE | $250 | $0 | $0 |
| INVESTMENT FEES | $12,728 | $12,728 | $0 |
| INSURANCE PREMIUMS | $123,880 | $0 | $0 |
| BANK FEES | $24 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CSV INCREASE | Desc |
| Revenue And Expenses Per Books | $80,540 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $80,540 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R BIELER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
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