E & WG FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- E & WG FOUNDATION (EIN 16-1065309)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-07
- IRS object ID
- 202202509349100910
- Schema version
- 2021v4.2
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-07T13:29:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161065309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E & W G FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | E&WG | BusinessNameControlTxt |
| Phone | 7162040204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL JANKOWSKI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7162040204 | PhoneNum |
| Signature | 2022-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHERYL | PersonFirstNm |
| Person Last | JANKOWSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON K PELLISH | PreparerPersonNm |
| PTIN | P00625801 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2022-08-30 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,261,533 | 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 | $267,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $267,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $427,573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,042,608 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $427,573 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $694,885 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $694,885 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,096 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,024 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,821 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,257 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,564 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,306 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,806 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $18,877 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,038 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,838 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,197 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,676 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $716,248 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $716,248 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $800,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,197 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $738,924 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$105,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $640,688 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,550 | CashBOYAmt |
| Cash EOY | $50,626 | CashEOYAmt |
| Cash EOYFMV | $50,626 | CashEOYFMVAmt |
| Corporate Stock BOY | $12,144,607 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,046,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,046,156 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $207,018 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $42,267 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $169,927 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $164,751 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $164,751 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $895 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,393,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,261,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,261,533 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $506 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $506 | 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 | $12,393,473 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,261,533 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,393,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,261,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,393,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,261,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,393,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$105,737 | ExcessRevenueOverExpensesAmt |
| Other Increases | $973,797 | OtherIncreasesAmt |
| Subtotal | $13,261,533 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,261,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY - NET GAIN/LOSS - SHORT TERM | P | 2021-12-31 | $495,390 | $499,365 | -$3,975 | -$3,975 |
| FIDELITY - NET GAIN/LOSS - LONG TERM | P | 2021-12-31 | $1,503,380 | $1,115,670 | $387,710 | $387,710 |
| CAPITAL GAINS DIVIDENDS | P | $43,838 | $43,838 | $43,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $427,573 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,906 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,906 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,906 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,027 | 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 | $10,027 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,121 | OverpaymentAmt |
| Applied To ES Tax | $1,121 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KEN DULIAN | IndividualWithBooksNm |
| Phone | 7162040204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WARREN GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/VP | 8.00 | $0 | $0 | $0 |
| JOHN SIEGEL | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/SECRETARY | 5.00 | $0 | $0 | $0 |
| AMI GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/PRESIDENT | 8.00 | $0 | $0 | $0 |
| KENNETH DULIAN | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | EXEC. DIRECTOR/ASST.TREAS. | 6.00 | $0 | $0 | $0 |
| DAVID PIERCE MD | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHELE SCHMIDT | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | ADMINISTRATIVE DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHAEL KELLY | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/TREASURER THROUGH 6/25/21 | 2.00 | $0 | $0 | $0 |
| JENNIFER GREATBATCH DANITZ | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/TREASURER AFTER 6/25/21 | 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 | $12,750,895 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,986,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,986,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $194,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,791,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $639,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $639,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,906 | TotalTaxAmt |
| Distributable Before Adj | $630,683 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $630,683 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $630,683 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $738,924 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $738,924 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $630,683 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $129,480 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $738,924 | QualifyingDistributionsAmt |
| Applied To Year1 | $129,480 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $609,444 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $21,239 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHELE SCHMIDT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7162040204 | RecipientPhoneNum |
| Form And Info And Materials | THE GRANT APPLICATION FORM IS ELECTRONIC AND ACCESSIBLE AT WWW.EASTHILLFDN.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE E & W G FOUNDATION IDENTIFIES AND FUNDS INNOVATIVE, CHARITABLE PROJECTS DESIGNED TO ENHANCE THE QUALITY OF LIFE OF RESIDENTS OF WESTERN NEW YORK, PRIMARILY ERIE AND NIAGARA COUNTIES. ADDITIONALLY, THIS FOUNDATION TEACHES STEWARDSHIP TO THE FOUNDERS' FAMILY MEMBERS BY SUPPORTING THEIR PROJECTS IRRESPECTIVE OF WHERE THEY LIVE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AQUARIUM OF NIAGARA | |||||||
| 701 WHIRLPOOL ST | NIAGARA FALLS | NY | 14301 | NONE | PUBLIC CHARITY | SUPPORT THE CONSTRUCTION/RENOVATION OF AQUARIUM DISCOVERY CENTER - YEAR 1 OF 3 | $250,000 |
| BUFFALO CITY MISSION | |||||||
| 100 E TUPPER ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | UPDATE AIR FILTRATION SYSTEM FOR CORNERSTONE MANOR - WOMEN AND CHILDREN'S SHELTER | $20,000 |
| BUFFALO NIAGARA WATERKEEPER | |||||||
| 721 MAIN STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | ADA ACCESSIBLE PATHWAY AT NORTH TONAWANDA BOTANICAL GARDEN | $16,000 |
| BUFFALO NIAGARA WATERKEEPER | |||||||
| 721 MAIN STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | EDUCATION AND WATER MONITORING PROGRAMS AT SATELLITE OFFICE - YEAR 2 OF 3 | $70,000 |
| BUFFALO ZOO | |||||||
| 300 PARKSIDE AVE | BUFFALO | NY | 14214 | NONE | PUBLIC CHARITY | EDUCATIONAL AND INTERPRETIVE GRAPHIC SIGNAGE FOR EXHIBITS | $10,000 |
| FEED MORE WNY FOUNDATION | |||||||
| 100 JAMES E CASEY DR | BUFFALO | NY | 14206 | NONE | PUBLIC CHARITY | FOOD FOR THE SCHOOL PANTRY PROGRAM | $10,000 |
| WELLSPRING MINISTRIES OF ALLEGANY COUNTY | |||||||
| 5993 CO RD 16 | BELFAST | NY | 14711 | NONE | PUBLIC CHARITY | NEW WINDOWS AND MATERIALS FOR BATHROOM RENOVATIONS | $15,000 |
| WESTERN NEW YORK LAND CONSERVANCY | |||||||
| PO BOX 471 | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARITY | GOATSCAPING - CLEAR LAND FOR NEW RIVERLINE NATURE AND MULTI USE TRAIL | $15,000 |
| MONADNOCK CENTER FOR VIOLENCE PREVENTION | |||||||
| 12 COURT ST 103 | KEENE | NH | 03431 | NONE | PUBLIC CHARITY | TO ASSIST DOMESTIC AND SEXUAL VIOLENCE SURVIVORS | $10,000 |
| FULTON THEATRE COMPANY | |||||||
| 12 N PRINCE ST | LANCASTER | PA | 17603 | NONE | PUBLIC CHARITY | TWO LARGE FORMAT PRINTERS | $10,000 |
| TEN LIVES CLUB | |||||||
| 3741 LAKE SHORE RD | BLASEDELL | NY | 14219 | NONE | PUBLIC CHARITY | STAINLESS STEEL FELINE SERENITY SUITE, STAINLESS STEEL EXAM/TREATMENT TABLE, AND AUTOCLAVE | $10,000 |
| PROJECT MONA'S HOUSE | |||||||
| 852 KENSINGTON AVE | BUFFALO | NY | 14215 | NONE | PUBLIC CHARITY | HOME FURNISHINGS FOR VICTIMS OF HUMAN TRAFFICKING | $15,000 |
| LEEK HUNTING AND MOUNTAIN PRESERVE INC | |||||||
| 497 PA-233 | OSWAYO | PA | 16915 | NONE | PUBLIC CHARITY | EQUIPMENT IMPROVEMENTS | $10,000 |
| ANOTHER CHANCE ANIMAL RESCUE | |||||||
| 37 MARKET ST | NORTH BERWICK | ME | 03906 | NONE | PUBLIC CHARITY | FLOORING FOR ANIMAL SHELTER | $4,200 |
| BRATTLEBORO-KEENE NEMBA | |||||||
| PO BOX 2221 | ACTON | MA | 01720 | NONE | PUBLIC CHARITY | LANDSCAPING, PLANTINGS, MATERIALS FOR KEENE BIKE PARK | $8,000 |
| MIRACLE LEAGUE OF WESTERN NEW YORK | |||||||
| 1715 BEDELL ROAD | GRAND ISLAND | NY | 14072 | NONE | PUBLIC CHARITY | EXTEND HEIGHT OF FENCE FOR SPECIAL NEEDS SPORTS FIELD | $15,000 |
| HARVEST HOUSE OF SOUTH BUFFALO INC | |||||||
| 175 JEFFERSON AVE | BUFFALO | NY | 14210 | NONE | PUBLIC CHARITY | TECHNOLOGY UPGRADE TO ADVANCE ACCESS TO HEALTHCARE AND EDUCATION | $15,000 |
| COMMUNITY MISSIONS OF NIAGARA FRONTIER | |||||||
| 1570 BUFFALO AVE | NIAGARA FALLS | NY | 14303 | NONE | PUBLIC CHARITY | NEW VEHICLE FOR TRANSPORTATION PROGRAM | $29,642 |
| FAMILY PROMISE OF WESTERN NEW YORK | |||||||
| 75 HICKORY ST | BUFFALO | NY | 14204 | NONE | PUBLIC CHARITY | PURCHASE USED UTILITY VEHICLE TO MOVE DONATED FURNITURE, APPLIANCES FOR FAMILIES IN NEED. | $11,070 |
| FRIENDS OF NIGHT PEOPLE | |||||||
| 394 HUDSON ST | BUFFALO | NY | 14201 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENTS TO BUILDING EXTERIOR AND CARPET REPLACEMENT | $20,000 |
| GERARD PLACE | |||||||
| 2515 BAILEY AVE | BUFFALO | NY | 14215 | NONE | PUBLIC CHARITY | NEW VAN FOR FOOD SERVICES PROGRAM | $27,100 |
| KEVIN GUEST HOUSE | |||||||
| 782 ELLICOTT ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | APARTMENT RENOVATION TO HOST IMMUNOCOMPROMISED GUESTS | $27,800 |
| MERCY FLIGHT WNY | |||||||
| 100 AMHERST VILLA RD | BUFFALO | NY | 14225 | NONE | PUBLIC CHARITY | HAMILTON-T1 VENTILATOR TO ADMINISTER LIFESAVING CARE | $23,636 |
| RMHC OF WNY INC | |||||||
| 780 W FERRY ST | BUFFALO | NY | 14222 | NONE | PUBLIC CHARITY | FURNITURE FOR GUEST IN-TAKE AREA AND LIVING ROOM - RONALD MCDONALD HOUSE BUFFALO | $23,100 |
| VALLEY COMMUNITY ASSOCIATION INC | |||||||
| 93 LEDDY ST | BUFFALO | NY | 14210 | NONE | PUBLIC CHARITY | CLASSROOM RENOVATIONS - REPLACE ROOF, FLOOR TILES, WINDOW AND STEEL DOORS | $30,000 |
| YMCA BUFFALO NIAGARA | |||||||
| 301 CAYUGA RD 100 | BUFFALO | NY | 14225 | NONE | PUBLIC CHARITY | FOOD FOR WEEKLY TAKE HOME MEAL PACKAGES FOR PARTICIPATING FAMILIES | $20,000 |
| NIAGARA COUNTY SPCA | |||||||
| 2100 LOCKPORT RD | NIAGARA FALLS | NY | 14304 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| BUFFALO ZOO | |||||||
| 300 PARKSIDE AVE | BUFFALO | NY | 14214 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| NIAGARA COUNTY SPCA | |||||||
| 2100 LOCKPORT RD | NIAGARA FALLS | NY | 14304 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| BUFFALO CITY MISSION | |||||||
| 100 E TUPPER ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| BUFFALO ZOO | |||||||
| 300 PARKSIDE AVE | BUFFALO | NY | 14214 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| BUFFALO MUSEUM OF SCIENCE | |||||||
| 1020 HUMBOLDT PKWY | BUFFALO | NY | 14211 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| AQUARIUM OF NIAGARA | |||||||
| 701 WHIRLPOOL ST | NIAGARA FALLS | NY | 14301 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $716,248 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUFFALO NIAGARA WATERKEEPER | |||||||
| 721 MAIN STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | EDUCATION AND WATER MONITORING PROGRAMS AT SATELLITE OFFICE - YEAR 3 OF 3 | $70,000 |
| AQUARIUM OF NIAGARA | |||||||
| 701 WHIRLPOOL ST | NIAGARA FALLS | NY | 14301 | NONE | PUBLIC CHARITY | SUPPORT THE CONSTRUCTION/RENOVATION OF AQUARIUM DISCOVERY CENTER - YEAR 2 AND 3 OF 3 | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $570,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $267,312 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $427,573 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $694,885 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $694,885 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,120 | Amt |
| Net Investment Income | $4,096 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,024 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - STOCKS & MUTUAL FUNDS | StockNm |
| EOY Book Value | $13,046,156 | EOYBookValueAmt |
| EOYFMV | $13,046,156 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $750 | $0 | $750 |
| ISF PROPERTY LICENSE | $500 | $0 | $500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $973,797 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $42,821 | $34,257 | $8,564 |
| COMPUTER SERVICES | $5,000 | $4,000 | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $7,500 | $0 | $0 |
| FOREIGN TAXES | $3,806 | $3,806 | $0 |
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