CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION (EIN 20-3116729)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-14
- IRS object ID
- 202211049349100106
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-14T09:40:52-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201536399 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP J TANTILLO CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 COURT ST STE 910 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | 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 | 203116729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEMENT AND KAREN ARRISON | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLEM | BusinessNameControlTxt |
| Phone | 7168810760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 LINCOLN PARKWAY | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN ARRISON | PersonNm |
| Person Title | PRESIDENT/TR | PersonTitleTxt |
| Phone | 7168810760 | PhoneNum |
| Signature | 2022-04-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | ARRISON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP J TANTILLO | PreparerPersonNm |
| PTIN | P01272891 | PTIN |
| Phone | 7168526981 | PhoneNum |
| Preparation | 2022-04-06 | PreparationDt |
| 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 | $4,307,266 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $20,159 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,159 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,189 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,225 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,065,570 | GrossSalesPriceAmt |
| Total Rev And Expnss | $189,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,348 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,200 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $31,539 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $999 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $38,738 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $219,128 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $219,128 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,866 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,128 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,348 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $584,641 | CashBOYAmt |
| Cash EOY | $215,228 | CashEOYAmt |
| Cash EOYFMV | $215,228 | CashEOYFMVAmt |
| US Government Obligations EOY | $133,713 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $134,582 | USGovtObligationsEOYFMVAmt |
| Mortgage Loans BOY | $1,089,776 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $195,839 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $203,846 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $2,633,982 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,695,326 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,753,610 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,308,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,240,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,307,266 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,308,399 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,240,106 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,308,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,240,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,308,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,240,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,308,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,293 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,240,106 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,240,106 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,159 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,159 | SubtotalAmt |
| Tax Based On Investment Income | $1,159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,770 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,770 | TotalPaymentsAndCreditsAmt |
| Overpayment | $611 | OverpaymentAmt |
| Applied To ES Tax | $611 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | KAREN ARRISON | IndividualWithBooksNm |
| Phone | 7168810760 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 LINCOLN PARKWAY | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14222 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN ARRISON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 LINCOLN PARKWAY | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/TR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,847,911 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $569,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,417,240 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,417,240 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,350,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,159 | TotalTaxAmt |
| Distributable Before Adj | $216,390 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $216,390 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $216,390 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,128 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $219,128 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,390 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $219,106 | UndistributedIncomePYAmt |
| Qualifying Distributions | $219,128 | QualifyingDistributionsAmt |
| Applied To Year1 | $219,106 | AppliedToYear1Amt |
| Applied To Current Year | $22 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $216,368 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN ARRISON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 LINCOLN PARKWAY | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168810760 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 2805 WEHRLE DRIVE | WILLIAMSVILLE | NY | 14221 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| AMERICAN HEART ASSN | |||||||
| 5988 SHERIDAN DRIVE SUIT | WILLIAMSVILLE | NY | 14221 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| ASHA SANCTUARY | |||||||
| 2969 COOMER ROAD | NEWFANE | NY | 14108 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| BROOME ANIMAL SANCTUARY | |||||||
| 1946 NY-12 | BINGHAMTON | NY | 13901 | NONE | PUBLIC CHARI | CHARITABLE | $500 |
| BUFFALO NIAGARA WATERKEEPER | |||||||
| 721 MAIN STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| BUFFALO PHILHARMONIC | |||||||
| 499 FRANKLIN STREET | BUFFALO | NY | 14202 | NONE | PUBLIC CHARI | CHARITABLE | $30,000 |
| BUFFALO SUZUKI STRINGS | |||||||
| 4 WEBSTER STREET | N TONAWANDA | NY | 14120 | NONE | PUBLIC CHARI | CHARITABLE | $10,000 |
| CHAUTAUGUA INSTITUTION | |||||||
| ONE AMES AVENUE | CHAUTAUQUA | NY | 14722 | NONE | PUBLIC CHAR | CHARITABLE | $5,000 |
| CHILLD & FAMILY SERVICES | |||||||
| 330 DELAWARE AVENUE | BUFFALO | NY | 14202 | NONE | PUBLIC CHARI | CHARITABLE | $2,000 |
| CHIMP HAVEN | |||||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | NONE | PUBLIC CHARI | CHARITABLE | $2,000 |
| CORNELL UNIVERSITY | |||||||
| COLLEGE OF VETERINARY MED | ITHACA | NY | 14853 | NONE | PUBLIC CHARI | CHARITABLE | $56,128 |
| DAILY BREAD TRUCK | |||||||
| 4007 MAIN STREET | EGGERTSVILLE | NY | 14226 | NONE | PUBLIC CHARI | CHARITABLE | $750 |
| DRAFT GRATITUDE | |||||||
| 148 ASHUELOT STREET | WINCHESTER | NH | 03470 | NONE | PUBLIC CHARI | CHARITABLE | $3,000 |
| GENTLE GIANTS DRAFT HORSE RESCUE | |||||||
| 17250 OLD FREDERICK ROAD | MOUNT AIRY | MD | 21771 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| GLEN HIGHLAND FARMS | |||||||
| 217 PEGG ROAD | MORRIS | NY | 13808 | NONE | PUBLIC CHARI | CHARITABLE | $10,000 |
| HAWK CREEK WILDLIFE CEMTER | |||||||
| 1963 MILL ROAD | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARI | CHARITABLE | $2,000 |
| HOSPICE FOUNDATION OF WNY | |||||||
| 225 COMO PARK BLVD | BUFFALO | NY | 14227 | NONE | PUBLIC CHARI | CHARITABLE | $1,250 |
| INVESTIGATIVE POST | |||||||
| 487 MAIN STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARI | CHARITABLE | $500 |
| KLIENHANS MUSIC HALL | |||||||
| SYMPHONY CIRCLE | BUFFALO | NY | 14201 | NONE | PUBLIC CHARI | CHARITABLE | $10,000 |
| LANDMARK SOCIETY OF WNY | |||||||
| 133 S FITZHUGH STREET | ROCHESTER | NY | 14608 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| LAST CHANCE CORRAL | |||||||
| 5350 US 33 SOUTH | ATHENS | OH | 45701 | NONE | PUBLIC CHARI | CHARITABLE | $3,000 |
| LOTHIORIEN THERAPUTIC RIDING CENTER | |||||||
| 15 REITER ROAD | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| MOVING MIRCLES | |||||||
| 954 UNION ROAD | WEST SENECA | NY | 14224 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| PRESERVATION BUFFALO NIAGARA | |||||||
| 617 MAIN STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARI | CHARITIABLE | $1,000 |
| PRESERVATION LEAGUE OF NYS | |||||||
| 44 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | PUBLIC CHARI | CHARITABLE | $11,000 |
| ROSEMARY FARM | |||||||
| 1646 ROSES BROOK ROAD | SOUTH KORTRIGHT | NY | 13842 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| ROSWELL PARK ALLIANCE | |||||||
| ELM CARLETON STREETS | BUFFALO | NY | 14263 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| SALVATION ARMY | |||||||
| 960 MAIN STREET | BUFFALO | NY | 14202 | NONE | PUBLIC CHARI | CHARITABLE | $3,000 |
| SPCA | |||||||
| 205 ENSMINGER ROAD | TONAWANDA | NY | 14150 | NONE | PUBLIC CHARI | CHARITABLE | $3,000 |
| ST JUDE RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| THE BOTANICAL GARDENS | |||||||
| 2655 SOUTHPARK AVENUE | BUFFALO | NY | 14218 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| WINGS FLIGHTS OF HOPE | |||||||
| 3964 CALIFORNIA ROAD | ORCHARD PARK | NY | 14127 | NONE | PUBLIC CHARI | CHARITABLE | $2,000 |
| WINGS OF RESCUE | |||||||
| PO BOX 6045 | LA QUINTA | CA | 92248 | NONE | PUBLIC CHARI | CHARITABLE | $2,000 |
| WNED FM | |||||||
| PO BOX 1263 | BUFFALO | NY | 14240 | NONE | PUBLIC CHARI | CHARITABLE | $35,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| YMCA | |||||||
| 585 WILLIAM STREET | BUFFALO | NY | 14206 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $219,128 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,159 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,189 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $96,225 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $83,348 | ExclusionAmt |
| Related Or Exempt Function Incm | $96,225 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,573 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL | CategoryTxt |
| Amt | $6,200 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SAMI 2545-7479 SEE ATTACHED | 2021-01 | PURCHASE | 2021-12 | $100,343 | $94,354 | $5,989 |
| SAMI 2545-7479 SEE ATTACHED | 2021-01 | PURCHASE | 2021-12 | $47,818 | $47,818 | |
| SAMI 2545-7479 SEE ATTACHED | 2020-01 | PURCHASE | 2021-12 | $1,036,008 | $982,102 | $53,906 |
| SAMI 2545-7479 SEE ATTACHED | 2020-01 | PURCHASE | 2021-12 | $11,313 | $11,313 | |
| SAMI 5985-2508 SEE ATTACHED | 2020-01 | PURCHASE | 2021-12 | $340,785 | $332,005 | $8,780 |
| SAMI 5985-2508 SEE ATTACHED | 2020-01 | PURCHASE | 2021-12 | $529,303 | $501,753 | $27,550 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $133,713 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $134,582 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SAMI 2545-7479 MUTUAL FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,695,326 | BookValueAmt |
| EOYFMV | $3,753,610 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $31,539 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| STATE FILING FEE | $275 |
| FEDERAL EXCISE TAX | $724 |
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