HANLEY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HANLEY FOUNDATION (EIN 20-7184189)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202241369349100409
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T04:33:16-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161152552 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Piaker & Lyons PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1330 | AddressLine1Txt |
| City | Binghamton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13902 | 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 | 207184189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HANLEY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO SUE HANLEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 LEVERETT ROAD | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE HANLEY | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUE | PersonFirstNm |
| Person Last | HANLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas F Shanahan | PreparerPersonNm |
| PTIN | P01048651 | PTIN |
| Phone | 6077299373 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $1,590,346 | 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 | $19,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,100 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,100 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,247 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,317 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,417 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,100 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $545 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $545 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $155 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $545 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,583 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,417 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,100 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,906 | CashBOYAmt |
| Cash EOY | $13,288 | CashEOYAmt |
| Cash EOYFMV | $13,288 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,415 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $431,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $411,129 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,571,643 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $458,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $429,832 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,590,346 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $458,415 | CapitalStockBOYAmt |
| Capital Stock EOY | $429,832 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $458,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $429,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $458,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $429,832 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $458,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,583 | ExcessRevenueOverExpensesAmt |
| Subtotal | $429,832 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $429,832 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 140 spdr s&p 500 etf trust | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2007-01-25 | AcquiredDt |
| Sold | 2021-06-14 | SoldDt |
| Gross Sales Price | $59,247 | GrossSalesPriceAmt |
| Cost Or Other Basis | $19,930 | CostOrOtherBasisAmt |
| Gain Or Loss | $39,317 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39,317 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,317 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $812 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $812 | SubtotalAmt |
| Tax Based On Investment Income | $812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,179 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,179 | TotalPaymentsAndCreditsAmt |
| Overpayment | $367 | OverpaymentAmt |
| Applied To ES Tax | $367 | 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 | FL | 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 | Sue Hanley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4132560020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 LEVERETT ROAD | AddressLine1Txt |
| City | Amherst | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01002 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT W HANLEY | ||||||
| 500 kings place | NEWPORT BEACH | CA | 92663 | Trustee | 0.00 | $0 |
| THOMAS HANLEY | ||||||
| 1529 scotch ridge road | SCHENECTADY | NY | 12306 | Trustee | 0.00 | $0 |
| KATHY ILES | ||||||
| 1735 HOLMES RD | BOONEVILLE | NY | 13309 | Trustee | 0.00 | $0 |
| SUE HANLEY | ||||||
| 261 LEVERETT ROAD | AMHERST | MA | 01002 | Trustee | 0.00 | $0 |
| 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 | $1,421,730 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,446,812 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,446,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,425,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $812 | TotalTaxAmt |
| Distributable Before Adj | $70,444 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,444 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,444 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,845 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $86,845 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,444 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $8,572 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,616 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,323 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,511 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,845 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,444 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,401 | RemainingDistriFromCorpusAmt |
| Total Corpus | $33,912 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $33,912 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,572 | ExcessFromYear3Amt |
| Excess From Year2 | $4,616 | ExcessFromYear2Amt |
| Excess From Year1 | $4,323 | ExcessFromYear1Amt |
| Excess From Current Year | $16,401 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITARIAN UNIVERSALIST SOCIETY AMHE | |||||||
| 121 N PLEASANT ST | AMHEREST | MA | 01002 | NONE | PC | GEN CHARITABLE | $4,000 |
| PROCTORS THEATRE | |||||||
| 432 STATE ST | SCHENECTADY | NY | 12305 | NONE | PC | GEN CHARITABLE | $7,500 |
| RESCUE MISSION OF UTICA | |||||||
| 293 GENESEE ST | UTICA | NY | 13501 | NONE | PC | GEN CHARITABLE | $1,000 |
| REGIONAL FOOD BANK | |||||||
| 965 ALBANY SHAKER RD | LATHAM | NY | 12110 | NONE | PC | GEN CHARITABLE | $1,500 |
| TRUSTEE OF RESERVATION | |||||||
| 200 HIGH ST | BOSTON | MA | 02110 | NONE | PC | GEN CHARITABLE | $600 |
| USC NORRIS CANCER CENTER | |||||||
| 1441 EAST LAKE AVE | LOS ANGELES | CA | 90033 | NONE | PC | GEN CHARITABLE | $15,000 |
| FRIENDS OF JONES LIBRARY | |||||||
| 43 AMITY ST | AMHERST | MA | 01002 | NONE | PC | GEN CHARITABLE | $400 |
| THE CARTER CENTER | |||||||
| 453 JOHN LEWIS FREEDOM PKWY NE | ATLANTA | GA | 30307 | NONE | PC | GEN CHARITABLE | $400 |
| AMHERST COMMUNITY CONNECTION | |||||||
| 236 N PLEASANT ST | AMHERST | MA | 01002 | NONE | PC | GEN CHARITABLE | $400 |
| BISON CHILDRENS SCHOLARHIP FUND | |||||||
| 284 DELAWARE AVE | BUFFALO | NY | 14202 | NONE | PC | GEN CHARITABLE | $500 |
| DOCTORS WITHOUT BOARDER | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GEN CHARITABLE | $1,000 |
| SKANEATELES VOLUNTEER FIRE DEPT | |||||||
| 77 W GENESEE ST | SKANEATELES | NY | 13152 | NONE | PC | GEN CHARITABLE | $250 |
| SKANEATELES CHAMBER OF COMMERCE | |||||||
| 22 JORDAN ST | SKANEATELES | NY | 13152 | NONE | PC | GEN CHARITABLE | $500 |
| SKANEATELES LAKE ASSOCIATION | |||||||
| 96 E GENESEE ST | SKANEATELES | NY | 13152 | NONE | PC | GEN CHARITABLE | $1,000 |
| GLOBAL FOOTPRINT NETWORK | |||||||
| 1528 WEBSTER ST SUITE 11 | OAKLAND | CA | 94612 | NONE | PC | GEN CHARITABLE | $1,000 |
| WMHT | |||||||
| 4 GLOBAL VW STE 1 | TROY | NY | 12180 | NONE | PC | GEN CHARITABLE | $250 |
| MASS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | NONE | PC | GEN CHARITABLE | $400 |
| VOLUNTEER FIRE CO OF WESTERN INC | |||||||
| 9305 NY-46 | WESTERNVILLE | NY | 13486 | NONE | PC | GEN CHARITABLE | $1,000 |
| SKIDMORE COLLEGE | |||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PC | GEN CHARITABLE | $500 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PC | GEN CHARITABLE | $500 |
| RESCUE ME PUREBREAD | |||||||
| PO BOX 758 | ONEIDA | NY | 13421 | NONE | PC | GEN CHARITABLE | $1,000 |
| SITRIN HEALTH CARE | |||||||
| 2050 TIDEN AVE | NEW HARTFORD | NY | 13413 | NONE | PC | GEN CHARITABLE | $1,000 |
| SERRV INTERNATIONAL | |||||||
| 532 BALTIMORE BLVD SUITE 409 | WESTMINSTER | MD | 21157 | NONE | PC | GEN CHARITABLE | $250 |
| THE NAZARENE FUND | |||||||
| PO BOX 140489 | IRVING | TX | 75014 | NONE | PC | GEN CHARITABLE | $500 |
| THE CARE CENTER | |||||||
| 5451 MAIN DR | NEW HOPE | AL | 35760 | NONE | PC | GEN CHARITABLE | $400 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | GEN CHARITABLE | $500 |
| AMHERST A BETTER CHANCE | |||||||
| 74 N PROSPECT ST | AMHERST | MA | 01002 | NONE | PC | GEN CHARITABLE | $500 |
| CITY MISSION OF SCHENECTADY | |||||||
| 425 HAMILTON ST | SCHENECTADY | NY | 12305 | NONE | PC | GEN CHARITABLE | $500 |
| FERST READERS | |||||||
| PO BOX 1327 | MADISON | GA | 30650 | NONE | PC | GEN CHARITABLE | $300 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PC | GEN CHARITABLE | $400 |
| RACHEL'S TABLE | |||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | NONE | PC | GEN CHARITABLE | $350 |
| FOOD BANK OF WESTERN MASS | |||||||
| 97 N HATFIELD RD | HATFIELD | MA | 01038 | NONE | PC | GEN CHARITABLE | $400 |
| HABITAT FOR HUMANITY | |||||||
| 285 PEACHTREE CENTER AVE NE | ATLANTA | GA | 30303 | NONE | PC | GEN CHARITABLE | $1,500 |
| SPRING FARM CARES | |||||||
| 3364 STATE ROUTE 12 | CLINTON | NY | 13323 | NONE | PC | GEN CHARITABLE | $5,000 |
| ROAD SCHOLAR | |||||||
| 11 AVENUE DE LAFAYETTE | BOSTON | MA | 02111 | NONE | PC | GEN CHARITABLE | $750 |
| GRACE EPISCOPAL CHURCH | |||||||
| 14 BOLTWOOD AVE | AMHERST | MA | 01002 | NONE | PC | GEN CHARITABLE | $500 |
| SIEGENTHALER CENTER | |||||||
| 4277 MIDDLE SETTLEMENT RD | NEW HARTFORD | NY | 13413 | NONE | PC | GEN CHARITABLE | $1,000 |
| TAPESTRY | |||||||
| 7045 LYNDALE AVE S | RICHFIELD | MN | 55423 | NONE | PC | GEN CHARITABLE | $300 |
| LE MOYNE CAMPUS MINISTRY | |||||||
| 1419 SALT SPRINGS RD | SYRACUSE | NY | 13214 | NONE | PC | GEN CHARITABLE | $600 |
| PLOTTERKILL VOLUNTEER FIRE CO | |||||||
| 3985 PUTNAM RD | SCHENECTADY | NY | 12306 | NONE | PC | GEN CHARITABLE | $500 |
| FARM LINK PROJECT | |||||||
| 325 ARNO WAY | LOS ANGELES | CA | 90272 | NONE | PC | GEN CHARITABLE | $1,000 |
| AMHERST SURVIVAL CENTER | |||||||
| 138 SUNDERLAND RD | AMHERST | MA | 01002 | NONE | PC | GEN CHARITABLE | $1,000 |
| COOLEY DICKINSON HEALTH CARE | |||||||
| 30 LOCUST ST | NORTHAMPTON | MA | 01060 | NONE | PC | GEN CHARITABLE | $750 |
| ON POINT FOR COLLEGE | |||||||
| 488 W ONONDAGA ST STE 2 | SYRACUSE | NY | 13202 | NONE | PC | GEN CHARITABLE | $3,000 |
| EARTH JUSTICE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GEN CHARITABLE | $2,000 |
| FAMILY OUTREACH OF AMHERST | |||||||
| 401 MAIN ST STE 12 | AMHERST | MA | 01002 | NONE | PC | GEN CHARITABLE | $50 |
| IRVINE ANIMAL SHELTER | |||||||
| 6443 OAK CANYON | IRVINE | CA | 92618 | NONE | PC | GEN CHARITABLE | $500 |
| SPECIAL OLYMPICS MASS | |||||||
| 512 FOREST ST | MARLBOROUGH | MA | 01752 | NONE | PC | GEN CHARITABLE | $300 |
| HOSPICE PALLIATIVE CARE | |||||||
| 4277 MIDDLE SETTLEMENT RD | NEW HARTFORD | NY | 13413 | NONE | PC | GEN CHARITABLE | $1,000 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GEN CHARITABLE | $500 |
| RESCUE MISSION OF ROME | |||||||
| 413 E DOMINICK ST | ROME | NY | 13440 | NONE | PC | GEN CHARITABLE | $1,000 |
| COMMUNITY HOSPICE | |||||||
| 445 NEW KARNER RD | ALBANY | NY | 12205 | NONE | PC | GEN CHARITABLE | $1,000 |
| CLEAN WATER FUND | |||||||
| 1444 EYE ST NW STE 400 | WASHINGTON | DC | 20005 | NONE | PC | GEN CHARITABLE | $300 |
| NATIONAL ANTI-VIVISECTION SOCIETY | |||||||
| 444 N WELLS ST STE 406 | CHICAGO | IL | 60654 | NONE | PC | GEN CHARITABLE | $1,000 |
| FIREFIGHTERS SUPPORT ASSOC | |||||||
| 12410 MILESTONE CENTER DR SUITE 600 | GERMANTOWN | MD | 20876 | NONE | PC | GEN CHARITABLE | $250 |
| RONALD MCDONALD HOUSE | |||||||
| 2150 SOUTH 1300 EAST STE 200 | SALT LAKE CITY | UT | 84106 | NONE | PC | GEN CHARITABLE | $500 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 W 20TH ST STE 11 | NEW YORK | NY | 10011 | NONE | PC | GEN CHARITABLE | $2,000 |
| RAINFOREST TRUST | |||||||
| 7200 LINEWEAVER RD STE 100 | WARRENTON | VA | 20187 | NONE | PC | GEN CHARITABLE | $450 |
| AARP FOUNDATION | |||||||
| PO BOX 93207 | LONG BEACH | CA | 90809 | NONE | PC | GEN CHARITABLE | $500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 200 GATEWAY PARK DR | SYRACUSE | NY | 13212 | NONE | PC | GEN CHARITABLE | $250 |
| GARY SINESE FOUNDATION | |||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | NONE | PC | GEN CHARITABLE | $1,000 |
| SHELTER SUNDAY AMHERST | |||||||
| PO BOX 264 | AMHERST | MA | 01004 | NONE | PC | GEN CHARITABLE | $500 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH ST SUITE 701 | NEW YORK | NY | 10013 | NONE | PC | GEN CHARITABLE | $250 |
| SCHENECTADY COUNTY HISTORICAL SOCIE | |||||||
| 32 WASHINGTON ST | SCHENECTADY | NY | 12305 | NONE | PC | GEN CHARITABLE | $750 |
| SPECIAL OLYMPICS NEW JERSEY | |||||||
| 1 EUNICE KENNEDY SHRIVER WAY | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GEN CHARITABLE | $250 |
| ANGELS IN THE ALLEY | |||||||
| 5681 LONETREE BLVD | ROCKLIN | CA | 95765 | NONE | PC | GEN CHARITABLE | $1,000 |
| LEWIS CITY HUMANE SOCIETY | |||||||
| 6390 PINE GROVE RD | GLENFILED | NY | 13343 | NONE | PC | GEN CHARITABLE | $500 |
| AMHERST HISTORY MUSEUM | |||||||
| 67 AMITY ST | AMHERST | MA | 01002 | NONE | PC | GEN CHARITABLE | $400 |
| MIKE ROWE WORKS FOUNDATION | |||||||
| 1207 4TH ST | SANTA MONICA | CA | 90401 | NONE | PC | GEN CHARITABLE | $1,500 |
| COMMUNITY MUSIC WORKS | |||||||
| 1392 WESTMINSTER ST | PROVIDENCE | RI | 02909 | NONE | PC | GEN CHARITABLE | $400 |
| ADIRONDACK MOUNTAIN CLUB | |||||||
| 1002 ADIRONDACK LOJ RD | LAKE PLACID | NY | 12946 | NONE | PC | GEN CHARITABLE | $1,000 |
| VALLEY LIGHT OPERA | |||||||
| 6 UNIVERSITY DR | AMHERST | MA | 01002 | NONE | PC | GEN CHARITABLE | $250 |
| ALDERSGATE CAMP RETREAT | |||||||
| 125 ALDERSGATE CAMP RD | RAVENNA | KY | 40472 | NONE | PC | GEN CHARITABLE | $2,000 |
| ROSEN FAMILY FUND | |||||||
| 1200 ASHWOOD PKWY 155 | ATLANTA | GA | 30338 | NONE | PC | GEN CHARITABLE | $500 |
| BOONVILLE BLACK RIVER CANAL MUSEUM | |||||||
| 520 MAIN ST | BOONVILLE | NY | 13309 | NONE | PC | GEN CHARITABLE | $1,000 |
| 350ORG | |||||||
| PO BOX 843004 | BOSTON | MA | 02284 | NONE | PC | GEN CHARITABLE | $3,000 |
| CURE ALZHEIMER FUND | |||||||
| 34 WASHINGTON ST SUITE 310 | WELLESLEY HILLS | MA | 02481 | NONE | PC | GEN CHARITABLE | $400 |
| READER TO READER | |||||||
| 38 WOODSIDE AVE | AMHERST | MA | 01002 | NONE | PC | GEN CHARITABLE | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,317 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,417 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,417 | 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 | PIAKER & LYONS, P.C. | CategoryTxt |
| Amt | $545 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $545 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 3309 SH SPDR S&P 500 ETF TRUST | StockNm |
| EOY Book Value | $411,129 | EOYBookValueAmt |
| EOYFMV | $1,571,643 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UNITED STATES TREASURY | CategoryTxt |
| Amt | $155 | Amt |
Comments