ELF FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELF FOUNDATION (EIN 16-6515844)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202531349349101493
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T07:56:03-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474215313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOKES VISCA HUCKO & BARONE CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 GOODWAY DR | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14623 | 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 | 166515844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELFF | BusinessNameControlTxt |
| Phone | 7162081099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 365 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14051 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS H FRAUENHOFER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL VISCA CPA | PreparerPersonNm |
| PTIN | P00021903 | PTIN |
| Phone | 5854270850 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $3,728,192 | 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 | $76,246 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45,308 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,308 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $45,308 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $87,620 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,620 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $87,620 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $271,709 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $657,197 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $271,709 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $480,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $404,637 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $132,928 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,724 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,362 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,362 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,606 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,606 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,732 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,366 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,366 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,416 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,208 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,208 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,942 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,942 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,942 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,042 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $265,899 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $375,695 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $132,928 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103,511 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $276,471 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,257 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $195,721 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $197,251 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,224,380 | CorporateStockBOYAmt |
| Corporate Stock EOY | $957,204 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,329,075 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $562,632 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,153,711 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,151,609 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,166,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,356,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,728,192 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,166,994 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,356,893 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,166,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,356,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,166,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,356,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,166,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $265,899 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,789 | OtherIncreasesAmt |
| Subtotal | $2,434,682 | SubtotalAmt |
| Other Decreases | $77,789 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,356,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS - 2676 | P | 2000-01-01 | 2024-12-31 | $2,442 | $2,442 | $2,442 | |
| JP MORGAN - LT COVERED | P | 2000-01-01 | 2024-12-31 | $172,558 | -$4,387 | -$4,387 | $176,945 |
| 1000 EXELON CORPORATION | P | 2011-02-02 | 2024-03-22 | $36,950 | -$5,880 | -$5,880 | $42,830 |
| 2000 PAYCHEX INC | P | 2006-12-14 | 2024-10-11 | $277,893 | $198,853 | $198,853 | $79,040 |
| 1831.75 PHILIP MORRIS INTL | P | 2000-01-01 | 2024-12-31 | $167,281 | $80,681 | $80,681 | $86,600 |
| GE VERNOVA LLC | P | 2000-01-01 | 2024-04-10 | $73 | $73 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $271,709 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,222 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,222 | SubtotalAmt |
| Tax Based On Investment Income | $5,222 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $187 | EsPenaltyAmt |
| Tax Due | $5,409 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN SECURITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8006904557 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 W VAN BUREN STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| THOMAS H FRAUENHOFER | |||||||
| 5714 CLARENDON DRIVE | NAPLES | FL | 34113 | Trustee | 2.00 | $0 | |
| ERIKA L MARITIME | |||||||
| 99 DAIGLER COURT | E AMHERST | NY | 14051 | Trustee | 4.00 | $38,724 | $7,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,461,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $198,959 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,660,405 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,660,405 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,605,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $180,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $180,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,222 | TotalTaxAmt |
| Distributable Before Adj | $175,053 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $175,053 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $175,053 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,042 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $186,042 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $175,053 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,138 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,159 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,812 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,812 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,691 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $97,612 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $186,042 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $175,053 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,989 | RemainingDistriFromCorpusAmt |
| Total Corpus | $108,601 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,138 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $83,463 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,159 | ExcessFromYear4Amt |
| Excess From Year3 | $37,812 | ExcessFromYear3Amt |
| Excess From Year2 | $7,812 | ExcessFromYear2Amt |
| Excess From Year1 | $14,691 | ExcessFromYear1Amt |
| Excess From Current Year | $10,989 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS H FRAUENHOFER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELF FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 365 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5857213353 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOSPICE FOUNDATION BUFFALO | |||||||
| 225 Como Park Blvd | BUFFALO | NY | 14227 | NONE | EOF | CAPITAL CAMPAIGN | $50,000 |
| ERIE COUNTY SPCA | |||||||
| 300 HARLEM ROAD | WEST SENECA | NY | 14224 | NONE | PC | GENERAL SUPPORT | $500 |
| ST JUDES CHILDRENS RESEARCH HOSP | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $2,000 |
| WOUNDED WARRIORS PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | GENERAL SUPPORT | $1,000 |
| IAC KIDS | |||||||
| PO BOX 16201 | ROCHESTER | NY | 14616 | NONE | PC | GENERAL SUPPORT | $600 |
| VA MEDICAL CENTER | |||||||
| 113 HOLLAND AVENUE | ALBANY | NY | 12208 | NONE | PC | FOR ADAPTIVE SPORTS PROGRAM | $2,000 |
| SISTERS HOSPITAL FOUNDATION | |||||||
| 2157 MAIN STREET | BUFFALO | NY | 14214 | NONE | PC | GENERAL SUPPORT | $100,000 |
| FOREST LAWN HERITAGE FOUNDATION | |||||||
| 1990 MAIN STREET | BUFFALO | NY | 14208 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 6 | ExclusionCd |
| Exclusion | $45,308 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 6 | ExclusionCd |
| Exclusion | $87,620 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $271,709 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $132,928 | ExclusionAmt |
| Related Or Exempt Function Incm | $271,709 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $404,637 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | THOMAS H FRAUENHOFER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5714 CLARENDON DRIVE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $76,246 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 334 SHARES CONSTELLATION ENERGY | NoncashPropertyDesc |
| Fair Market Value | $76,246 | FairMarketValueAmt |
| Received | 2024-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP INC 6% 9/29/2025 | $100,000 | $98,206 |
| GOLDMAN SACHS GROUP 6.15% DUE 9/26/2025 | $100,000 | $99,270 |
| GOLDMAN SACHS GROUP 6% DUE 9/25/2025 | $100,000 | $100,422 |
| JPM PREMIUM DEPOSIT 4.4% | $853,711 | $853,711 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCK & CO. COMMON STOCK | $70,443 | $198,960 |
| PAYCHEX | $118,560 | $420,660 |
| HOME DEPOT COMMON STOCK | $39,010 | $388,990 |
| KRAFT HEINZ | ||
| GABELLI EQUITY TRUST INC | $33,298 | $43,040 |
| EXCELON CORPORATION | ||
| ALTRIA GROUP INC | $36,378 | $104,580 |
| MONDELEZ INTERNATIONAL INC | $15,076 | $29,865 |
| M & T BANK CORP. | $136,323 | $263,214 |
| PHILIP MORRIS INTERNATIONAL INC | ||
| GENERAL ELECTRIC | ||
| EXXON MOBIL CORP | $128,494 | $215,140 |
| AT&T INC | $51,478 | $68,310 |
| ENBRIDGE INC | $225,919 | $254,580 |
| ORGANON & CO | $61,083 | $47,744 |
| ATT 5% PREFERRED | ||
| CONSTELLATION ENERGY | $8,667 | $223,710 |
| JP MORGAN CHASE 4.2% PFD | $19,050 | $18,890 |
| WARNER BROS DISCOVERY INC | ||
| GE HEALTHCARE TECHNOLOGIES | $4,450 | $9,694 |
| GE AEROSPACE | $8,975 | $41,698 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $195,721 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $197,251 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAXES | $3,474 |
| FMV TO COST BASIS ADJUSTMENT | $74,315 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,666 | $1,833 | $1,833 |
| HEALTH AND DENTAL BENEFITS | $7,448 | $3,724 | $3,724 |
| PAYROLL SERVICE | $1,302 | $651 | $651 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAXABLE DISTRIBUTIONS | Desc |
| Amt | $1,789 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS CHARITIS BUREAU | $250 | $125 | $125 |
| PAYROLL TAXES | $2,962 | $1,481 | $1,481 |
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