LAKERIDGE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAKERIDGE FOUNDATION (EIN 20-0940862)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202521349349104362
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T14:58:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200940862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKERIDGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 7166492850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 DELAWARE AVENUE 1509 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY S MEYER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7166492850 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA LAROUSSI | PreparerPersonNm |
| PTIN | P01257512 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,564,661 | 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 | $124,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,691,174 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,356 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $134 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $134 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $243,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,526 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,726 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,726 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,859 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $670 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $380 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,843 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,641,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,641,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,666,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,642,130 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,423,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,271 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,320,131 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $883,457 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $883,457 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $3,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,594,178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $670,027 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $670,027 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $87,228 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,177 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,177 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,004,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,564,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,564,661 | 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 | $4,004,537 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,564,661 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,004,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,564,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,004,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,564,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,004,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,423,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,581,470 | SubtotalAmt |
| Other Decreases | $16,809 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,564,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PNC INVESTMENTS #4660 | $398,096 | $348,555 | $49,541 | $49,541 | |
| PNC INVESTMENTS #1389 | $2,284,129 | $2,223,263 | $60,866 | $60,866 | |
| CAPITAL GAINS DIVIDENDS | $8,949 | $8,949 | $8,949 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,356 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,103 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,103 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,103 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,120 | 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 | $2,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $983 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAM COSTA | IndividualWithBooksNm |
| Phone | 7166492850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4002 LEGION DRIVE | AddressLine1Txt |
| City | HAMBURG | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14075 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY S MEYER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 DELAWARE AVENUE STE 1509 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,350,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $819,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,170,048 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,170,048 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,551 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,122,497 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $156,125 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $156,125 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,103 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,103 | TotalTaxAmt |
| Distributable Before Adj | $153,022 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,022 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $153,022 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,642,130 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,642,130 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,022 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,395,846 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $144,713 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,865,107 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,764,531 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,170,197 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,642,130 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $153,022 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,489,108 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,659,305 | 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 | $1,395,846 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,263,459 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $144,713 | ExcessFromYear4Amt |
| Excess From Year2 | $4,865,107 | ExcessFromYear2Amt |
| Excess From Year1 | $4,764,531 | ExcessFromYear1Amt |
| Excess From Current Year | $2,489,108 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BISON CHILDREN'S SCHOLARSHIP FUND | |||||||
| 284 DELAWARE AVE | BUFFALO | NY | 14202 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $10,000 |
| BUFFALO AKG ART MUSEUM | |||||||
| 1285 ELMWOOD AVE | BUFFALO | NY | 14222 | NONE | PC | TO SUPPORT THEIR MISSON | $25,000 |
| BUFFALO CITY MISSION | |||||||
| 100 E TUPPER ST | BUFFALO | NY | 14203 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $170,000 |
| BUFFALO PREP | |||||||
| 3485 MAIN STREET 105 ALLEN HALL | BUFFALO | NY | 14214 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $2,500 |
| CABRINI GREEN LEGAL AID | |||||||
| 6 S CLARK ST | CHICAGO | IL | 60603 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $20,000 |
| CHRISTIAN UNION | |||||||
| 19 VANDEVENTER AVENUE | PRINCETON | NJ | 08542 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $10,000 |
| CROSS TRAINING ATHLETICS | |||||||
| 5477 BROADWAY | LANCASTER | NY | 14086 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $29,000 |
| CURE INTERNATIONAL | |||||||
| 70 IONIA AVE SW SUITE 200 | GRAND RAPIDS | MI | 49503 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $20,000 |
| EPIC | |||||||
| 115 5TH AVE | NEW YORK | NY | 10003 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $15,000 |
| EQUIP HEALTH | |||||||
| 2659 STATE ST SUITE 100 | CARLSBAD | CA | 92008 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $125,000 |
| FEEDMORE WNY | |||||||
| 100 JAMES E CASEY DR | BUFFALO | NY | 14206 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $10,000 |
| FIRST TEE - WESTERN NEW YORK | |||||||
| PO BOX 273 | BOWMANSVILLE | NY | 14026 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $2,000 |
| GENEROUS GIVINGS | |||||||
| 820 BROAD STREET SUITE 300 | CHATTANOOGA | TN | 37402 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $145,000 |
| HOWARD HANNA CHILDREN'S FREE CARE FUND | |||||||
| 119 GAMMA DRIVE | PITTSBURG | PA | 15238 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $10,000 |
| JERICHO ROAD COMMUNITY HEALTH CENTER | |||||||
| 184 BARTON ST | BUFFALO | NY | 14213 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $107,500 |
| MOPS INTERNATIONAL | |||||||
| 2370 S TRENTON WAY | DENVER | CO | 80231 | NONE | PC | TO SUPPORT THEIR MISSON | $20,000 |
| NATIVITY MIGUEL | |||||||
| 24 HASTINGS AVE | BUFFAO | NY | 14215 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $5,000 |
| NEW HORIZONS FOUNDATION | |||||||
| 5550 TECH CENTER DR | COLORADO SPRINGS | CO | 80919 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $50,000 |
| NICHOLS SCHOOL | |||||||
| 1250 AMHERST ST | BUFFALO | NY | 14216 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $30,000 |
| OASIS INTERNATIONAL | |||||||
| 2045 W GRAND AVE STE B | CHICAGO | IL | 60612 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $15,000 |
| OPERATION GOOD NEIGHBOR FOOD PANTRY | |||||||
| 2030 S CREEK RD | NORTH EVANS | NY | 14112 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $5,000 |
| OPPORTUNITY INTERNATIONAL | |||||||
| PO BOX 2826 | CAROL STREAM | IL | 60132 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $150,000 |
| PATH INC | |||||||
| 5165 BROADWAY | DEPEW | NY | 14043 | NONE | PC | TO SUPPORT THEIR MISSON | $10,000 |
| PRISON FELLOWSHIP | |||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $15,000 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | TO SUPPORT THEIR MISSON | $8,000 |
| SOWER MINISTRY | |||||||
| 1615 N HAMPTON | DESOTO | TX | 75115 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $75,000 |
| THE CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION | |||||||
| 818 ELLICOTT ST | BUFFALO | NY | 14203 | NONE | PC | FESTIVAL OF TREES, OISHEI CHILDREN'S HOSPITAL, MISSION SUPPORT | $42,500 |
| THE FIELD SCHOOL | |||||||
| 2301 FOXHALL RD NW | WASHINGTON DC | DC | 20007 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $105,000 |
| THE VERITAS FORUM | |||||||
| PO BOX 380807 | CAMBRIDGE | MA | 02238 | NONE | PC | TO SUPPORT THEIR MISSON | $40,000 |
| UNIVERSITY AT BUFFALO FOUNDATION | |||||||
| 503 CAPEN HALL | BUFFALO | NY | 14260 | NONE | PC | TO SUPPORT THEIR MISSON | $6,250 |
| WESLEYAN CHURCH | |||||||
| 13300 OLIO RD SUITE 100 | FISHES | IN | 46037 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $250,000 |
| WHEATON COLLEGE | |||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $500,000 |
| WNY CHRISTIAN BASKETBALL | |||||||
| 4999 MCKINLEY PKWY | HAMBURG | NY | 14075 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $2,000 |
| WORLD HOPE INTERNATIONAL | |||||||
| 1330 BRADDOCK PL | ALEXANDRIA | VA | 22314 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $275,000 |
| WORLD RELIEF | |||||||
| 420 WINTON RD N | ROCHESTER | NY | 14610 | NONE | PC | TO SUPPORT THEIR MISSON | $80,000 |
| YOUNG LIFE | |||||||
| 1112 HOPE MILLS RD | FAYETTEVILLE | NC | 28304 | NONE | TAX EXEMPT | TO SUPPORT THEIR MISSON | $54,000 |
| VILLAGE OF HAMBURG COMMUNITY FOUNDATION | |||||||
| 100 MAIN STREET | HAMBURG | NY | 14075 | NONE | PC | SESQUICENTENNIAL SPONSORSHIP | $15,000 |
| BUILD PROMISE INC | |||||||
| 325 WALDEN AVE | BUFFALO | NY | 14211 | NONE | PC | ST LUKES BUILDING COMMITMENT | $100,000 |
| ROSEWELL PARK ALLIANCE FOUNDATION | |||||||
| ELM CARLTON STREETS | BUFFALO | NY | 14263 | NONE | PC | RIDE FOR ROSEWELL | $25,000 |
| EDUNATIONS INC | |||||||
| 8800 PEEBLES ROAD | ALLISON PARK | PA | 15101 | NONE | PC | DINNER SPONSORSHIP | $5,000 |
| AURORA ADULT DAY SERVICES | |||||||
| 101 KING STREET | EAST AURORA | NY | 14052 | NONE | PC | TO SUPPORT THEIR MISSION | $1,000 |
| YOUTH MENTORING ACTION NETWORK | |||||||
| PO BOX 1633 | CLAREMONT | CA | 91711 | NONE | PC | JMCC - LANDON WILLIAMS | $2,000 |
| HEART'S CRY CHILDRENS MINISTRY | |||||||
| PO BOX 17507 | RALEIGH | NC | 27619 | NONE | PC | TO SUPPORT THEIR MISSION | $50,000 |
| JILL'S HOUSE | |||||||
| 9011 LEESBURG PIKE | VIENNA | VA | 22182 | NONE | PC | TO SUPPORT THEIR MISSION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,641,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,036 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,356 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $243,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $243,526 | 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 | CategoryTxt |
| Amt | $2,726 | Amt |
| Net Investment Income | $2,726 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $670,027 | EOYBookValueAmt |
| EOYFMV | $670,027 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CASH AND CASH EQUIVALENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $11,177 | BookValueAmt |
| EOYFMV | $11,177 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $16,809 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SERVICE CHARGES | $670 | $670 | $0 |
| OFFICE SUPPLIES | $130 | $0 | $130 |
| NYS FILING FEE | $250 | $0 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $134 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $134 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $134 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $16,859 | Amt |
| Net Investment Income | $16,859 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $4,208 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments