W H GREENE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- W H GREENE FOUNDATION (EIN 33-1049504)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202531349349101738
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T12:17:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331756852 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & CO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCOCOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | 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 | 331049504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WH GREENE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHGR | BusinessNameControlTxt |
| Phone | 7168051090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUAKER ROAD | AddressLine1Txt |
| City | EAST AURORA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAITLIN GREENE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7168051090 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | MARIA T SCAROZZA | PreparerPersonNm |
| PTIN | P01240837 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2025-05-08 | 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 | $13,833,372 | 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 | $1,506,965 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $125,281 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $125,281 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $318,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $318,658 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,994,766 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,155 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,968,059 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $461,094 | 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 |
| Taxes Rev And Expnss | $6,029 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $409 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,730 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $67,412 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,318 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $760,665 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $760,665 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $839,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $765,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,128,635 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $393,273 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,078 | CashBOYAmt |
| Cash EOY | $1,388,595 | CashEOYAmt |
| Cash EOYFMV | $1,388,595 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,569,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,886,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,886,000 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,000 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $8,403,402 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,897,385 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,553,777 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,035,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,176,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,833,372 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,398,175 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,398,175 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,637,355 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,778,805 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,035,530 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,176,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,035,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,176,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,035,530 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,128,635 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,815 | OtherIncreasesAmt |
| Subtotal | $12,176,980 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,176,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,490,141 | $1,488,968 | $1,173 | $1,173 |
| PUBLICLY TRADED SECURITIES | P | $488,643 | $488,643 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $15,982 | $15,982 | $15,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,155 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,466 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,466 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,466 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | 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 | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,466 | 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 | CAITLIN GREENE | IndividualWithBooksNm |
| Phone | 7168051090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUAKER ROAD | AddressLine1Txt |
| City | EAST AURORA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14052 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARY JANE GREENE | ||||||||
| 33 ORCHARD TERRACE | ORCHARD PARK | NY | 14127 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| TERRENCE G GREENE | ||||||||
| 3443 S CREEK RD | HAMBURG | NY | 14075 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JENNIFER L GREENE | ||||||||
| 15 WINTERHALL DR | ORCHARD PARK | NY | 14127 | TREASURER & TRUSTEE | 1.00 | $0 | $0 | $0 |
| KRISTIE A GREENE | ||||||||
| 2311 W MORRISON AVENUE UNIT 15 | TAMPA | FL | 33629 | SECRETARY & TRUSTEE | 0.01 | $0 | $0 | $0 |
| CAITLIN E GREENE | ||||||||
| 145 CHAUNCEY LANE | ORCHARD PARK | NY | 14127 | PRESIDENT & TRUSTEE | 0.01 | $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 | $10,732,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,089,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,822,280 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,822,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $192,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,629,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $631,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $631,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,466 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,466 | TotalTaxAmt |
| Distributable Before Adj | $626,031 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $626,031 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $626,031 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $765,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $765,983 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $626,031 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $53,909 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $31,314 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,568 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,791 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $765,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $626,031 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $139,952 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $265,743 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $265,743 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,909 | ExcessFromYear4Amt |
| Excess From Year2 | $31,314 | ExcessFromYear2Amt |
| Excess From Year1 | $40,568 | ExcessFromYear1Amt |
| Excess From Current Year | $139,952 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAITLIN GREENE CO WH GREENE ASSOCIA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUAKER ROAD | AddressLine1Txt |
| City | EAST AURORA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168051090 | RecipientPhoneNum |
| Recipient Email Address | CGREENE@WHGREENE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPROVAL OF AWARDS REQUIRES MAJORITY VOTE OF THE TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 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 | |||||||
| PO BOX 1134 | BUFFALO | NY | 14205 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| BUFFALO CITY MISSION | |||||||
| 100 EAST TUPPER | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| CHOB FOUNDATION | |||||||
| 818 ELLIOTT STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | GENERAL | $141,000 |
| CHURCHES IN ACTION | |||||||
| 177 MAIN ST | HAMBURG | NY | 14075 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| DUNKIRK CONFERENCE CENTER | |||||||
| 3602 EAST LAKE ROAD | DUNKIRK | NY | 14048 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| FRIENDS OF THE NIGHT PEOPLE | |||||||
| 394 HUDSON ST | BUFFALO | NY | 14201 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| GIRLS EDUCATION COLLABORATIVE | |||||||
| 640 ELLICOTT ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | GENERAL | $60,225 |
| HAMBURG ALUMNI PROGRAM | |||||||
| PO BOX 174 | HAMBURG | NY | 14075 | NONE | PUBLIC CHARITY | GENERAL | $300 |
| HORIZON VILLAGE | |||||||
| 55 DODGE RD | GETZVILLE | NY | 14068 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| HOSPICE OF BUFFALO FOUNDATION | |||||||
| 225 COMO PARK BLVD | CHEEKTOWAGA | NY | 14227 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| MISERICORDIA HEART OF MERCY | |||||||
| 6300 NORTH RIDGE AVE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| NATIONAL CHILD SAFETY COUNCIL | |||||||
| PO BOX 16259 | ROCHESTER | NY | 16259 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| NATIVITY OF OUR LORD SCHOOL | |||||||
| 4414 SOUTH BUFFALO ST | ORCHARD PARK | NY | 14127 | NONE | PUBLIC CHARITY | GENERAL | $31,600 |
| NOTHERN CHAUTAUQUA COMMUNITY FOUNDATION | |||||||
| 212 LAKE SHORE DR W | DUNKIRK | NY | 14048 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| OLV CHARITIES | |||||||
| 780 RIDGE RD | LACKAWANNA | NY | 14218 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| OUR LITTLE ROSES FOREIGN MISSION SOCIETY | |||||||
| PO BOX 530947 | MIAMA SHORES | FL | 33153 | NONE | PUBLIC CHARITY | GENERAL | $6,240 |
| PUNT FOUNDATION | |||||||
| 640 ELLICOTT ST SUITE 461 | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | GENERAL | $100,000 |
| RESPONSE FOR LOVE CENTER | |||||||
| 130 KOSCIUSZKO ST | BUFFALO | NY | 14212 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| RETIREMENT FUND FOR RELIGIOUS | |||||||
| 795 MAIN ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| RIDE FOR ROSWELL | |||||||
| ELM CARLTON STREETS | BUFFALO | NY | 14263 | NONE | PUBLIC CHARITY | GENERAL | $3,640 |
| ROSWELL PARK ALLIANCE FOUNDATION | |||||||
| ELM AND CARLTON STS | BUFFALO | NY | 14263 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| SOUTHTOWNS CATHOLIC SCHOOL | |||||||
| 2052 LAKEVIEWS RD | LAKEVIEW | NY | 14085 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| ST BONAVENTURE UNIVERSITY | |||||||
| 3261 W STATE RD | ST BONAVENTURE | NY | 14778 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| ST FRANCIS HIGH SCHOOL | |||||||
| 4129 LAKE SHORE ROAD | ATHOL SPRINGS | NY | 14010 | NONE | PUBLIC CHARITY | GENERAL | $54,660 |
| ST LUKE'S MISSION OF MERCY | |||||||
| 325 WALDEN AVE | BUFFALO | NY | 14211 | NONE | PUBLIC CHARITY | GENERAL | $70,000 |
| STOREHOUSE MISSION | |||||||
| 53 HILLSBORO DR | ORCHARD PARK | NY | 14127 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| VARIETY CLUB TELETHON | |||||||
| 193 DELEWARE AVE | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | GENERAL | $4,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $760,665 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,281 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $318,658 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,155 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $461,094 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $461,094 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WH GREENE & ASSOCIATES INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUAKER ROAD | AddressLine1Txt |
| City | EAST AURORA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1290 DIVERSIFIED BOND CL I | AT COST | $277,280 | $216,576 |
| ARK GENOMIC REVOLUTION ETF | AT COST | $107,842 | $35,318 |
| ARK INNOVATION ETF | AT COST | $140,497 | $116,379 |
| CBOE VEST US LARGE CAP 10% BUFFER INSLT CL | AT COST | $250,000 | $350,327 |
| CIGNA STOCK | AT COST | $525,659 | $1,021,718 |
| AMPLIFY TR DIGITAL PAYMENTS ETF | AT COST | $88,680 | $115,960 |
| GOLDMAN SACHS ACTIVEBETA US LARGE CAP EQUITY ETF | AT COST | $53,277 | $115,180 |
| GOLDMAN SACHS FINL SQUARE PRIME OBLIGATIONS FIRST CL | AT COST | $1,839,012 | $1,839,012 |
| INVESCO GLOBAL SHORT TERM HIGH YIELD BOND ETF | AT COST | $44,743 | $35,763 |
| INVESCO QQQ ETF | AT COST | $242,014 | $585,358 |
| INVESCO S&P 500 GARP ETF | AT COST | $102,445 | $115,368 |
| ISHARES CORE US AGGREGATE BOND ETF | AT COST | $97,322 | $87,210 |
| ISHARES EXPANDED TECH SOFTWARE SECTOR ETF | AT COST | $105,144 | $120,144 |
| ISHARES MSCI EAFE ETF | AT COST | $73,887 | $91,942 |
| ISHARES MSCI EMERGING MARKETS ETF | AT COST | $57,999 | $60,430 |
| ISHARES RUSSELL 2000 ETF | AT COST | $256,937 | $313,321 |
| ISHARES S&P SMALL CAP 600 VALUE ETF | AT COST | $24,204 | $36,927 |
| JP MORGAN ULTRA SHORT INCOME ETF | AT COST | $505,900 | $503,700 |
| PIMCO BROAD US TIPS INDEX ETF | AT COST | $196,676 | $159,606 |
| PIMCO INCOME CL I2 | AT COST | $137,471 | $125,114 |
| PIMCO LOW DURATION INCOME CL I2 | AT COST | $584,610 | $548,394 |
| PROSHARES TRUST S&P 500 DIV ARISTOCRATS ARISTOCRATS ETF | AT COST | $156,473 | $216,521 |
| PUTNAM ULTRA SHORT DURATION INCOME CL Y R | AT COST | $304,184 | $306,283 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF | AT COST | $174,809 | $270,193 |
| SPDR S&P 500 ETF | AT COST | $205,089 | $445,421 |
| T ROWE PRICE CAP APPREC INVESTOR CL | AT COST | $241,883 | $261,469 |
| VANGUARD HIGH DIVIDEND YIELD ETF | AT COST | $100,998 | $114,831 |
| VANGUARD LONG TERM | AT COST | $40,572 | $33,651 |
| VANGUARD S&P 500 INDEX ETF | AT COST | $405,838 | $759,722 |
| VANGUARD TOTAL INTL BOND INDEX ETF | AT COST | $54,214 | $49,050 |
| GOLDMAN SACHS BANK USA NEW YORK NY | AT COST | $249,875 | $250,000 |
| ISHARES 0-3 MOUNT TREASURY BOND ETF | AT COST | $502,250 | $501,600 |
| BANK OF AMERICA NA CHARLOTTE NC | AT COST | $249,875 | $250,000 |
| CROSS RIVER BANK TEANECK NJ | AT COST | $249,813 | $251,289 |
| FIRST STATE BOISE CITY OK | AT COST | $249,913 | $250,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $67,412 | $67,412 | $0 |
| NEW YORK STATE FILING FEE | $750 | $0 | $750 |
| PROFESSIONAL SERVICES | $3,100 | $0 | $3,100 |
| MISCELLANEOUS EXPENSE | $1,468 | $0 | $1,468 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $1,141 |
| ADJUSTMENT FOR MARKET DISCOUNT ON CAPITAL GAINS | $11,674 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WH GREENE ASSOCIATES INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 QUAKER ROAD | AddressLine1Txt |
| City | EAST AURORA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14052 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $409 | $409 | $0 |
| FEDERAL TAXES | $5,620 | $0 | $0 |
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