THE WESTERN NEW YORK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE WESTERN NEW YORK FOUNDATION (EIN 16-0845962)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-08-09
- IRS object ID
- 202242219349100614
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-09T12:29:48-05:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454051133 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREED MAXICK CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 MAIN STREET SUITE 800 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142023508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160845962 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTERN NEW YORK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 7168394225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2495 MAIN STREET 464 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNIE A TOLBERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7168394225 | PhoneNum |
| Signature | 2022-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BERNIE | PersonFirstNm |
| Person Last | TOLBERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE M WHITE | PreparerPersonNm |
| PTIN | P01599383 | PTIN |
| Phone | 7168472651 | PhoneNum |
| Preparation | 2022-06-22 | 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 | $21,714,703 | 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 | $40,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $376,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $376,062 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,419,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,101,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,419,462 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,836,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,795,524 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $134,826 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,741 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $128,085 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $71,085 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $711 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $70,374 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $42,378 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,119 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $40,259 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,688 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,062 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,280 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,758 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,522 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,912 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,907 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,907 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,019 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,019 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,708 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $363,867 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,017 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $287,936 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,608,973 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,608,973 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,972,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,017 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,896,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$136,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,744,507 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $162,023 | CashBOYAmt |
| Cash EOY | $252,936 | CashEOYAmt |
| Cash EOYFMV | $252,936 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $237,293 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $895,134 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $895,134 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,175,160 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,399,186 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,399,186 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $700,738 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $167,447 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $167,447 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,275,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,714,703 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,714,703 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $22,275,214 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,714,703 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,275,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,714,703 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,275,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,714,703 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,275,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$136,316 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,138,898 | SubtotalAmt |
| Other Decreases | $424,195 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,714,703 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1380 SHARES ISHARES MSCI (IEMG) | P | 2021-05-30 | $89,901 | $57,243 | $32,658 | $32,658 |
| 916 SHARES ISHARES S&P MID (IJH) | P | 2021-05-30 | $249,576 | $73,785 | $175,791 | $175,791 |
| 2921 SHARES ISHARES RUSSELL MID (IWR) | P | 2021-05-30 | $226,327 | $72,624 | $153,703 | $153,703 |
| 1040 SHARES ISHARES SMALLCAP (IJR) | P | 2021-05-30 | $115,957 | $34,357 | $81,600 | $81,600 |
| 1024 SHARES VANGUARD TOTAL STOCK (VTI) | P | 2021-05-30 | $221,787 | $71,051 | $150,736 | $150,736 |
| 300 SHARES VANGUARD TOTAL STOCK (VTI) | P | 2021-05-30 | $64,974 | $20,815 | $44,159 | $44,159 |
| 1324 SHARES VANGUARD SMALL CAP (VB) | P | 2021-05-30 | $293,683 | $90,946 | $202,737 | $202,737 |
| 118 SHARES VANGUARD DEVELOPED (VEA) | P | 2021-05-30 | $6,029 | $5,253 | $776 | $776 |
| 6605 SHARES ISHARES SMALLCAP (IJR) | P | 2021-11-30 | $733,549 | $31,686 | $701,863 | $701,863 |
| 900 SHARES ISHARES SMALLCAP (IJR) | P | 2021-11-30 | $99,948 | $224,509 | -$124,561 | -$124,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,419,462 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,249 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,249 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | 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 | $15,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,249 | 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 | Yes (1) | 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 | WWW.WNYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BETH K GOSCH | IndividualWithBooksNm |
| Phone | 7168394225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2495 MAIN STREET STE 464 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14214 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| THEODORE V BUERGER | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| BERNIE A TOLBERT | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHARON J MATHE | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES AW MCLEOD | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TREASURER | 1.00 | $0 | $0 | $0 |
| SHELLEY M KIMELBERG | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PAULETTE M CROOKE | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREW W DORN JR | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AMEY D MOOT | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LIZ BUERGER | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | INTERIM TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETH K GOSCH | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | EXECUTIVE DIRECTOR | 40.00 | $134,826 | $23,970 | $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 | $21,599,501 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,354,976 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,954,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,954,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $344,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,610,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,130,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,130,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,249 | TotalTaxAmt |
| Distributable Before Adj | $1,106,259 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,106,259 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,106,259 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,896,909 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,896,909 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,106,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $7,792 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $104,370 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $79,022 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $692,621 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $883,805 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,896,909 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,106,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $790,650 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,674,455 | 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 | $1,674,455 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,792 | ExcessFromYear4Amt |
| Excess From Year3 | $104,370 | ExcessFromYear3Amt |
| Excess From Year2 | $79,022 | ExcessFromYear2Amt |
| Excess From Year1 | $692,621 | ExcessFromYear1Amt |
| Excess From Current Year | $790,650 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BETH K GOSCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2495 MAIN STREET STE 464 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168394225 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOUNDATION'S WEBSITE - ELECTRONIC SUBMISSION REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30TH AND NOVEMBER 30TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOUNDATION'S WEBSITE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACASA | |||||||
| 3084 TRAPPING BROOK ROAD | WELLSVILLE | NY | 14895 | PC | BILLING SPECIALIST CONSULTANT | $5,000 | |
| AFRICAN AMERICAN CENTER FOR CULTURAL DEV | |||||||
| 108 SOUTH 8TH ST | OLEAN | NY | 14760 | PC | EQUITY & SOCIAL JUSTICE GRANT | $5,000 | |
| ARTPARK & COMPANY | |||||||
| 450 SOUTH 4TH STREET | LEWISTON | NY | 14092 | PC | TRUSTEE DISCRETIONARY GRANT: ART INSTALLATION RELOCATION | $4,200 | |
| ARTS SERVICES INC | |||||||
| 2495 MAIN STREET SUITE 422 | BUFFALO | NY | 14214 | PC | TECHNOLOGY UPGRADE & TRAINING | $10,000 | |
| ASSOCIATION OF SMALL FOUNDATIONS | |||||||
| PO BOX 6818 | CAROL STREAM | IL | 60197 | PC | MEMBERSHIP | $795 | |
| BACK TO BASICS OUTREACH MINISTRIES | |||||||
| 1370 WILLIAM STREET | BUFFALO | NY | 14206 | PC | COVID MICROGRANT | $2,000 | |
| BACK TO BASICS OUTREACH MINISTRIES | |||||||
| 1370 WILLIAM STREET | BUFFALO | NY | 14206 | PC | PRESIDENT'S DISCRETIONARY GRANT | $1,500 | |
| BACK TO BASICS OUTREACH MINISTRIES | |||||||
| 1370 WILLIAM STREET | BUFFALO | NY | 14206 | PC | PRESIDENT'S DISCRETIONARY GRANT: BUFFALO PEACEMAKERS | $2,000 | |
| BELMONT HOUSING RESOURCES FOR WNY INC | |||||||
| 1195 MAIN STREET | BUFFALO | NY | 14029 | PC | LISC AWARD RECIPIENT SPONSORSHIP: AFFORDABLE HOUSING DEVELOPMENT PROJECT OF 2020 | $5,000 | |
| BROTHERS KEEPER OUTREACH | |||||||
| 185 LOCUST STREET | LOCKPORT | NY | 14094 | PC | FREEZER PURCHASE FOR FOOD PANTRY | $1,000 | |
| BUFFALO GO GREEN | |||||||
| 45 PEMBROKE AVE | BUFFALO | NY | 14215 | PC | FENCING & AGROPONICS TRAINING | $28,133 | |
| BUFFALO INNER CITY BALLET | |||||||
| 307 LEROY AVENUE REAR | BUFFALO | NY | 14214 | PC | TRUSTEE DISCRETIONARY GRANT | $1,500 | |
| BUFFALO PRENATAL PERINATAL NETWORK | |||||||
| 625 DELAWARE AVENUE SUITE 410 | BUFFALO | NY | 14202 | PC | COVID RECOVERY GRANT: DONOR MANAGEMENT SOFTWARE AND TECHNOLOGY UPGRADES | $25,000 | |
| BUFFALO PREP | |||||||
| 3485 MAIN STREET 105 ALLEN HALL | BUFFALO | NY | 14214 | PC | TRUSTEE DISCRETIONARY GRANT | $1,000 | SUITE 105 UNIVERSITY AT BUFFALO |
| BUFFALO PREP | |||||||
| 3485 MAIN STREET 105 ALLEN HALL | BUFFALO | NY | 14214 | PC | ICAP STIPEND | $10,000 | SUITE 105 UNIVERSITY AT BUFFALO |
| BUFFALO STRING WORKS | |||||||
| PO BOX 195 465 GRANT STREET | BUFFALO | NY | 14213 | PC | COVID RECOVERY GRANT: STAFF & TECHNOLOGY SUPPORT | $25,000 | |
| BUFFALO UNITED FRONT | |||||||
| PO BOX 1306 | BUFFALO | NY | 14215 | PC | PRESIDENT'S DISCRETIONARY GRANT | $1,500 | |
| BUFFALO URBAN LEAGUE | |||||||
| 15 GENESEE ST | BUFFALO | NY | 14203 | PC | TRUSTEE DISCRETIONARY GRANT: URBAN LEAGUE GALA DONATION | $1,000 | |
| BURCHFIELD-PENNEY ART CENTER | |||||||
| 1300 ELMWOOD AVE | BUFFALO | NY | 14222 | PC | TRUSTEE DISCRETIONARY GRANT | $1,000 | |
| CATHOLIC CHARITIES OF BUFFALO | |||||||
| 741 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | AFGHAN EVACUEE EFFORT | $10,000 | |
| CCNY INC | |||||||
| 567 EXCHANGE STREET | BUFFALO | NY | 14210 | PC | ICAP EVALUATION | $5,833 | |
| CEPA | |||||||
| 617 MAIN STREET 201 | BUFFALO | NY | 14203 | PC | OUTREACH EDUCATION EXPANSION | $30,000 | |
| CHAUTAUQUA STRIDERS INC | |||||||
| 301 EAST SECOND STREET SUITE 102 | JAMESTOWN | NY | 14701 | PC | ICAP IMPLEMENTATION GRANT | $12,050 | |
| CHAUTAUQUA STRIDERS INC | |||||||
| 301 EAST SECOND STREET SUITE 102 | JAMESTOWN | NY | 14701 | PC | ICAP IMPLEMENTATION GRANT: DIRECTOR OF COMMUNICATIONS AND TECHNOLOGY UPGRADE | $57,000 | |
| CHILD CARE RESOURCE NETWORK | |||||||
| 1000 HERTEL AVENUE | BUFFALO | NY | 14216 | PC | CURRICULUM TRAINING | $9,170 | |
| COLORED MUSICIANS CLUB OF BUFFALO | |||||||
| 145 BROADWAY | BUFFALO | NY | 14203 | PC | MANAGING DIRECTOR (PAYMENT 1 OF 3) | $46,080 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | EAST SIDE AVENUES | $20,000 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | MOVING FORWARD TOGETHER 2022 CONTRIBUTION | $75,000 | |
| COMMUNITY MISSIONS | |||||||
| 1570 BUFFALO AVE | NIAGARA FALLS | NY | 14303 | PC | TECHNOLOGY ENHANCEMENTS | $37,075 | |
| COMPASS HOUSE | |||||||
| 1451 MAIN STREET | BUFFALO | NY | 14209 | PC | COVID RECOVERY GRANT: TECHNOLOGY UPGRADE | $20,980 | |
| COMPEER OF GREATER BUFFALO INC | |||||||
| 1179 KENMORE AVENUE | BUFFALO | NY | 14217 | PC | COVID RECOVERY GRANT: TECHNOLOGY UPGRADE | $15,000 | |
| CONNECTING COMMUNITIES IN ACTION | |||||||
| 25 JEFFERSON STREET | SALAMANCA | NY | 14779 | PC | COVID RECOVERY GENERAL OPERATING GRANT | $10,000 | |
| CORNELL COOPERATIVE EXTENSION OF NIAGARA | |||||||
| 4487 LAKE AVENUE | LOCKPORT | NY | 14094 | PC | ICAP IMPLEMENTATION GRANT: OPERATIONS MANAGER | $36,300 | |
| COUNCIL ON ADDICTION RECOVERY SERVICES | |||||||
| PO BOX 567 201 SOUTH UNION STREET | OLEAN | NY | 14760 | PC | AFFILIATION CONSULTATION SERVICES | $9,000 | |
| COUNCIL ON FOUNDATIONS | |||||||
| PO BOX 75661 | BALTIMORE | MD | 21275 | PC | MEMBERSHIP | $4,000 | |
| CRADLE BEACH CAMP | |||||||
| 8038 OLD LAKESHORE ROAD | ANGOLA | NY | 14006 | PC | COMMUNITY ENGAGEMENT PROJECT | $50,000 | |
| ERIE COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 121 ELLICOTT STREET | BUFFALO | NY | 14203 | PC | STRATEGIC REALIGNMENT OF SUNY ERIE ACADEMIS PROGRAMMING AND FACILITY UTILIZATION | $5,000 | |
| EXPLORE & MORE CHILDREN'S MUSEUM | |||||||
| 130 MAIN ST | BUFFALO | NY | 14202 | PC | ICAP IMPLEMENTATION GRANT: MUSEUM DATABASE COORDINATOR | $64,375 | |
| F BITES | |||||||
| 1 SYMPHONY CIRCLE | BUFFALO | NY | 14213 | PC | STRATEGIC PLANNING, EVALUATION AND COACHING | $15,000 | |
| FIELD & FORK NETWORK | |||||||
| 487 MAIN STREET SUITE 200 | BUFFALO | NY | 14203 | PC | ICAP IMPLEMENTATION GRANT: BOARD DEVELOPMENT AND STRATEGIC PLANNING | $23,750 | |
| GERARD PLACE | |||||||
| 2515 BAILEY AVENUE | BUFFALO | NY | 14215 | PC | ICAP IMPLEMENTATION GRANT: COMMUNICATION PLAN IMPLEMENTATION | $10,360 | |
| GRAYCLIFF CONSERVANCY INC | |||||||
| 6472 OLD LAKE SHORE ROAD PO BOX 823 | DERBY | NY | 14047 | PC | COVID RECOVERY GRANT: FUNDRAISING AND ADMINISTRATIVE SUPPORT | $12,500 | |
| HEART OF THE CITY NEIGHBORHOODS INC | |||||||
| 191 NORTH STREET SUITE 1 | BUFFALO | NY | 14201 | PC | ICAP STIPEND | $10,000 | |
| HEART OF THE CITY NEIGHBORHOODS INC | |||||||
| 191 NORTH STREET SUITE 1 | BUFFALO | NY | 14201 | PC | LISC AWARD RECIPIENT SPONSORSHIP: QUALITY OF LIFE PROJECT OR PROGRAM OF 2020: GROCERIES TO SENIOR... | $5,000 | |
| INFINITY VISUAL AND PERFORMING ARTS INC | |||||||
| 301 EAST SECOND STREET SUITE 101 | JAMESTOWN | NY | 14701 | PC | SOFTWARE SUBSCRIPTION EXTENSION | $4,365 | |
| INFINITY VISUAL AND PERFORMING ARTS INC | |||||||
| 301 EAST SECOND STREET SUITE 101 | JAMESTOWN | NY | 14701 | PC | COVID RECOVERY GRANT: REBRANDING AND MARKETING INITIATIVE | $25,000 | |
| INTERNATIONAL INSTITUTE OF BUFFALO | |||||||
| 864 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | AFGHAN EVACUEE EFFORT | $20,000 | |
| JERICHO ROAD COMMUNITY HEALTH CENTER | |||||||
| 184 BARTON STREET | BUFFALO | NY | 14213 | PC | LISC AWARD RECIPIENT SPONSORSHIP: NONPROFIT COMMUNITY DEVELOPMENT ORGANIZATION OF 2020 | $5,000 | |
| JERICHO ROAD COMMUNITY HEALTH CENTER | |||||||
| 184 BARTON STREET | BUFFALO | NY | 14213 | PC | AFGHAN EVACUEE EFFORT | $20,000 | |
| JEWISH FAMILY SERVICES | |||||||
| 70 BARKER STREET | BUFFALO | NY | 14209 | PC | AFGHAN EVACUEE EFFORT | $20,000 | |
| JEWISH FAMILY SERVICES | |||||||
| 70 BARKER STREET | BUFFALO | NY | 14209 | PC | OUTCOME DATA COORDINATOR | $50,000 | |
| JOURNEY'S END REFUGEE SERVICES | |||||||
| 2495 MAIN STREET SUITE 317 | BUFFALO | NY | 14214 | PC | ICAP STIPEND | $10,000 | |
| JOURNEY'S END REFUGEE SERVICES | |||||||
| 2495 MAIN STREET SUITE 317 | BUFFALO | NY | 14214 | PC | AFGHAN EVACUEE EFFORT | $20,000 | |
| KENAN CENTER | |||||||
| 433 LOCUST ST | LOCKPORT | NY | 14094 | PC | SMART SPACES ON CAMPUS | $10,000 | |
| KING URBAN LIFE CENTER | |||||||
| 938 GENESEE STREET | BUFFALO | NY | 14211 | PC | TRUSTEE DISCRETIONARY GRANT: EXECUTIVE COACHING AND BOARD DEVELOPMENT | $3,060 | |
| LAUNCH NY INC | |||||||
| 77 GOODELL STREET SUITE 201 | BUFFALO | NY | 14203 | PC | LISC AWARD RECIPIENT SPONSORSHIP: THE 2020 BUILDING INCLUSIVE ECONOMIES AWARD | $5,000 | |
| LEAGUE OF WOMEN VOTERS | |||||||
| 10 SANDPIPER CT | ORCHARD PARK | NY | 14217 | PC | TRUSTEE DISCRETIONARY GRANT: SUFFRAGE PROGRAM | $500 | |
| LITTLE PORTION FRIARY | |||||||
| 1305 MAIN ST | BUFFALO | NY | 14209 | PC | LOCKERS AND VOLUNTEER TRAININGS | $9,123 | |
| LOCUST STREET NEIGHBORHOOD ART CLASSES | |||||||
| 138 LOCUST STREET | BUFFALO | NY | 14204 | PC | ICAP STIPEND | $10,000 | |
| MASSACHUSETTS AVENUE PROJECT | |||||||
| 387 MASSACHUSETTS AVE BUFFALO NY | BUFFALO | NY | 14213 | PC | ICAP STIPEND | $10,000 | 14213 |
| MATT URBAN HUMAN SERVICES CENTER OF WNY | |||||||
| 1081 BROADWAY | BUFFALO | NY | 14212 | PC | COVID RECOVERY GENERAL OPERATING GRANT | $10,000 | |
| MEDAILLE COLLEGE | |||||||
| 18 AGASSIZ CIRCLE | BUFFALO | NY | 14214 | PC | TRUSTEE DISCRETIONARY GRANT: BOOK STORE VOUCHERS | $3,000 | |
| MENTAL HEALTH ADVOCATES | |||||||
| 1021 BROADWAY 5TH FLOOR | BUFFALO | NY | 14212 | PC | TRUSTEE DISCRETIONARY GRANT: 60TH ANNIVERSARY RECOGNITION | $2,000 | |
| MICHIGAN STREET AFRICAN AMERICAN HERITAGE CORRIDOR | |||||||
| 111 GENESEE STREET SUITE 401 | BUFFALO | NY | 14203 | PC | TRUSTEE DISCRETIONARY GRANT: SOULFUL CHRISTMAS | $3,000 | |
| NATIONAL FEDERATION FOR JUST COMMUNITIES | |||||||
| 360 DELAWARE AVENUE SUITE 106 | BUFFALO | NY | 14202 | PC | TRUSTEE DISCRETIONARY GRANT: CITATION AWARDS DINNER | $5,000 | |
| NATIVE AMERICAN COMMUNITY SERVICES | |||||||
| 1005 GRANT ST A | BUFFALO | NY | 14207 | PC | PRESIDENT'S DISCRETIONARY GRANT | $2,000 | |
| NIAGARA ARTS AND CULTURAL CENTER | |||||||
| 1201 PINE AVE | NIAGARA FALLS | NY | 14301 | PC | ART GALLERY UPGRADE AND RENOVATION | $29,200 | |
| NONE LIKE YOU EDUCATIONAL & COMMUNITY OUT | |||||||
| PO BOX 813 | BUFFALO | NY | 14205 | PC | TRUSTEE DISCRETIONARY GRANT | $5,000 | |
| NUSANTARA ARTS | |||||||
| 345 FERRY ST | BUFFALO | NY | 14213 | PC | PRESIDENT'S DISCRETIONARY GRANT: STRATEGIC PLAN | $1,500 | |
| NY FUNDERS ALLIANCE | |||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | NY FUNDERS ALLIANCE MEMBERSHIP DUES | $2,000 | |
| NY FUNDERS ALLIANCE | |||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | WNYNSG INITIATIVE: CATCHAFIRE YEAR 2 | $9,450 | |
| NY FUNDERS ALLIANCE | |||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | 2022 OPERATIONS SUPPORT WNYNSG | $7,000 | |
| OLEAN-BRADFORD AREA YMCA (YMCA OF THE TWIN TIERS) | |||||||
| 1020 REED ST | OLEAN | NY | 14760 | PC | TRUSTEE DISCRETIONARY GRANT | $3,000 | |
| OPEN BUFFALO | |||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | PRESIDENT DISCRETIONARY: FOOD SOVEREIGNTY WEEK | $5,000 | |
| OPEN BUFFALO | |||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | BFEN DIRECTOR | $20,000 | |
| PUSH | |||||||
| 429 PLYMOUTH AVENUE SUITE 1 | BUFFALO | NY | 14213 | PC | TRUSTEE DISCRETIONARY GRANT | $1,000 | |
| PUSH | |||||||
| 429 PLYMOUTH AVENUE SUITE 1 | BUFFALO | NY | 14213 | PC | EQUITY & SOCIAL JUSTICE GRANT | $5,000 | |
| PEACE OF THE CITY | |||||||
| PO BOX 750 | BUFFALO | NY | 14213 | PC | HUMAN RESOURCES CAPACITY | $10,000 | |
| PEACE OF THE CITY | |||||||
| PO BOX 750 | BUFFALO | NY | 14213 | PC | COVID RECOVERY GRANT: EVALUATION CAPACITY | $20,000 | |
| PEACEPRINTS OF WNY | |||||||
| 660 SMITH STREET | BUFFALO | NY | 14210 | PC | COVID RECOVERY GRANT: VOLUNTEER PROGRAM SUPPORTS | $20,000 | |
| PINNACLE COMMUNITY SERVICES | |||||||
| 1522 MAIN STREET | NIAGARA FALLS | NY | 14305 | PC | COVID RECOVERY GENERAL OPERATING GRANT | $10,000 | |
| PRESERVATION BUFFALO NIAGARA | |||||||
| 617 MAIN STREET | BUFFALO | NY | 14203 | PC | COVID RECOVERY GENERAL OPERATING GRANT | $10,000 | |
| PRESERVATION BUFFALO NIAGARA | |||||||
| 617 MAIN STREET | BUFFALO | NY | 14203 | PC | STAFFING SUPPORT | $15,000 | |
| PROJECT STORK | |||||||
| 20 WEBBER AVENUE | OAKFIELD | NY | 14125 | PC | COVID MICROGRANT | $2,000 | |
| PROVIDENCE FARM COLLECTIVE | |||||||
| 5701 BURTON ROAD | ORCHARD PARK | NY | 14127 | PC | ICAP STIPEND | $10,000 | |
| PROVIDENCE FARM COLLECTIVE | |||||||
| 5701 BURTON ROAD | ORCHARD PARK | NY | 14127 | PC | STAFFING AND CONSULTANT SUPPORT | $67,674 | |
| PROVIDENCE FARM COLLECTIVE | |||||||
| 5701 BURTON ROAD | ORCHARD PARK | NY | 14127 | PC | TRUSTEE DISCRETIONARY GRANT: NATALIE BASZILE PRESENTATION | $3,000 | |
| RAMP GLOBAL MISSIONS | |||||||
| 852 KENSINGTON AVE | BUFFALO | NY | 14215 | PC | PRESIDENT'S DISCRETIONARY GRANT: PROJECT MONAS HOUSE | $1,500 | |
| RECOVERY OPTIONS MADE EASY | |||||||
| 75 JAMESTOWN STREET | GOWANDA | NY | 14070 | PC | DIGITAL MARKETING | $20,000 | |
| ROAD LESS TRAVELED PRODUCTION | |||||||
| PO BOX 542 | BUFFALO | NY | 14205 | PC | COVID RECOVERY GENERAL OPERATING GRANT | $10,000 | |
| ROAD LESS TRAVELED PRODUCTION LTD | |||||||
| PO BOX 542 | BUFFALO | NY | 14205 | PC | LOBBY AND WORKSHOP EXPANSION PROJECT | $15,000 | |
| ROBERT H JACKSON CENTER | |||||||
| 305 EAST FOURTH STREET JAMESTOWN NY | JAMESTOWN | NY | 14701 | PC | ICAP STIPEND | $10,000 | 14701 |
| ROYCROFT CAMPUS CORPORATION | |||||||
| 31 SOUTH GROVE STREET EAST AURORA | EAST AURORA | NY | 14052 | PC | ICAP STIPEND | $10,000 | NY 14052 |
| SAFSF | |||||||
| 133 E DE LA GUERRA ST 306 | SANTA BARBARA | CA | 93101 | PC | MEMBERSHIP | $1,500 | |
| SPRINGVILLE CENTER FOR THE ARTS INC | |||||||
| PO BOX 62 | SPRINGVILLE | NY | 14141 | PC | COVID RECOVERY GRANT: OUTDOOR TOURING EQUIPMENT | $10,000 | |
| SQUEAKY WHEEL FILM & MEDIA CENTER | |||||||
| 712 MAIN STREET | BUFFALO | NY | 14202 | PC | COVID RECOVERY GENERAL OPERATING GRANT | $10,000 | |
| SQUEAKY WHEEL FILM & MEDIA CENTER | |||||||
| 712 MAIN STREET | BUFFALO | NY | 14202 | PC | BOARD DEVELOPMENT AND EXECUTIVE DIRECTOR TRANSITION SUPPORT | $22,100 | |
| THE FOUNDRY | |||||||
| 298 NORTHAMPTON ST | BUFFALO | NY | 14208 | PC | ICAP IMPLEMENTATION GRANT: FOUNDRYMADE PROGRAM DEVELOPMENT CONSULTANT | $15,000 | |
| TORN SPACE THEATER | |||||||
| 612 FILLMORE AVE | BUFFALO | NY | 14212 | PC | DEVELOPMENT CONSULTANT | $20,000 | |
| UB FOUNDATION | |||||||
| 319 JOHN LORD OBRIAN HALL | BUFFALO | NY | 14260 | PC | 2021 MOOT EVIDENCE AWARD | $1,000 | |
| UJIMA THEATRE COMPANY INC | |||||||
| 429 PLYMOUTH AVENUE SUITE 2 | BUFFALO | NY | 14213 | PC | MANAGING DIRECTOR POSITION | $15,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: LOCUST STREET | $11,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: HEART OF THE CITY | $11,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: JOURNEY'S END | $11,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: WNY RURAL HEALTH EDUCATION CENTER | $11,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: ROYCROFT | $11,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: ROBERT H. JACKSON | $11,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: MASSACHUESETTS AVENUE PROJECT (MAP) | $11,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: MENTAL HEALTH ASSOCIATES | $11,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: BUFFALO PREP | $11,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: HEARTS AND HANDS | $11,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: NFJC OF WNY, INC. | $11,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | GENERAL OPERATIONS | $3,000 | |
| UPWARD DESIGN FOR LIFE | |||||||
| PO BOX 327 | BUFFALO | NY | 14215 | PC | LINDA RAY'S BOOT CAMP TUITION | $3,000 | |
| UPWARD DESIGN FOR LIFE | |||||||
| PO BOX 327 | BUFFALO | NY | 14215 | PC | TRUSTEE DISCRETIONARY GRANT | $2,000 | |
| VICTORY SPORTS GLOBAL OUTREACH | |||||||
| 4545 TRANSIT ROAD STORE 454 | WILLIAMSVILLE | NY | 14221 | PC | TRUSTEE DISCRETIONARY GRANT: GENERAL OPERATING | $1,000 | |
| WEDI | |||||||
| 724 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP IMPLEMENTATION GRANT: DONOR DEVELOPMENT CONSULTING | $10,000 | |
| WEST SIDE COMMUNITY SERVICES | |||||||
| 161 VERMONT STREET | BUFFALO | NY | 14075 | PC | ICAP STIPEND | $10,000 | |
| WEST SIDE COMMUNITY SERVICES | |||||||
| 161 VERMONT STREET | BUFFALO | NY | 14075 | PC | COVID RECOVERY GENERAL OPERATING GRANT | $10,000 | |
| WNY RURAL AREA HEALTH EDUCATION CENTER | |||||||
| 20 DUNCAN STREET PO BOX 152 | WARSAW | NY | 14569 | PC | ICAP STIPEND | $10,000 | |
| WYOMING COUNTY COMMUNITY ACTION INC | |||||||
| 6470 ROUTE 20A SUITE 1 | PERRY | NY | 14530 | PC | MARKETING AND OUTREACH PLAN DEVELOPMENT | $12,500 | |
| YOUNG AUDIENCES OF WNY | |||||||
| 1 LAFAYETTE SQUARE | BUFFALO | NY | 14203 | PC | ICAP IMPLEMENTATION: BRAND REFRESH | $38,400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,608,973 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CENTRAL TERMINAL RESTORATION CORP | |||||||
| PO BOX 51 495 PADEREWSKI DR | BUFFALO | NY | 14212 | PC | REAL ESTATE DEVELOPMENT CONSULTANT | $30,000 | |
| CHAUTAUQUA STRIDERS INC | |||||||
| 302 EAST SECOND STREET SUITE 102 | JAMESTOWN | NY | 14701 | PC | ICAP IMPLEMENTATION GRANT: DIRECTOR OF COMMUNICATIONS AND TECHNOLOGY UPGRADE | $34,000 | |
| COLORED MUSICIANS CLUB OF BUFFALO | |||||||
| 145 BROADWAY | BUFFALO | NY | 14203 | PC | MANAGING DIRECTOR (PAYMENT 2 OF 3) | $17,280 | |
| COLORED MUSICIANS CLUB OF BUFFALO | |||||||
| 145 BROADWAY | BUFFALO | NY | 14203 | PC | MANAGING DIRECTOR (PAYMENT 3 OF 3) | $17,280 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | FUND FOR THE ARTS | $30,000 | |
| CORNELL COOPERATIVE EXTENSION OF NIAGARA | |||||||
| 4487 LAKE AVENUE | LOCKPORT | NY | 14094 | PC | ICAP IMPLEMENTATION GRANT: OPERATIONS MANAGER | $27,500 | |
| HEARTS AND HANDS FAITH IN ACTION | |||||||
| 518 BEWLEY BUILDING | LOCKPORT | NY | 14094 | PC | ICAP STIPEND | $10,000 | |
| MENTAL HEALTH ADVOCATES | |||||||
| 1021 BROADWAY 5TH FLOOR | BUFFALO | NY | 14212 | PC | ICAP STIPEND | $10,000 | |
| NATIONAL FEDERATION FOR JUST COMMUNITIES | |||||||
| 360 DELAWARE AVENUE SUITE 106 | BUFFALO | NY | 14202 | PC | ICAP STIPEND | $10,000 | |
| PRESERVATION BUFFALO NIAGARA | |||||||
| 617 MAIN STREET | BUFFALO | NY | 14203 | PC | STAFFING SUPPORT | $15,000 | |
| PRESERVATION BUFFALO NIAGARA | |||||||
| 617 MAIN STREET | BUFFALO | NY | 14203 | PC | STAFFING SUPPORT | $15,000 | |
| PROVIDENCE FARM COLLECTIVE | |||||||
| 5701 BURTON ROAD | ORCHARD PARK | NY | 14127 | PC | STAFFING AND CONSULTANT SUPPORT | $66,298 | |
| SERVICE COLLABORATIVE | |||||||
| 173 ELM ST | BUFFALO | NY | 14203 | PC | CFO TRANSITION | $20,000 | |
| STITCH BUFFALO | |||||||
| 1215 NIAGARA ST | BUFFALO | NY | 14213 | PC | TRANSLATION SERVICES & FINANCIAL CONSULTING | $13,000 | |
| SAY YES BUFFALO | |||||||
| 712 MAIN ST | BUFFALO | NY | 14202 | PC | BUFFALO PUBLIC SCHOOLS FOOD SERVICE | $58,600 | |
| SOUTHERN TIER WEST | |||||||
| 4039 US-219 | SALAMANCA | NY | 14779 | PC | STIPENDS FOR FOOD FUTURE WNY | $5,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | STORYTELLING CONSULTATION | $30,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: LOCUST STREET | $7,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: HEART OF THE CITY | $7,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: JOURNEY'S END | $7,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: WNY RURAL HEALTH EDUCATION CENTER | $7,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: ROYCROFT | $10,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: ROBERT H. JACKSON | $7,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: MASSACHUESETTS AVENUE PROJECT (MAP) | $7,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: MENTAL HEALTH ASSOCIATES | $7,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: BUFFALO PREP | $7,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: HEARTS AND HANDS | $7,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: NFJC OF WNY, INC. | $7,000 | |
| WEDI | |||||||
| 724 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP IMPLEMENTATION GRANT: DONOR DEVELOPMENT CONSULTING | $21,200 | |
| SAY YES BUFFALO | |||||||
| 712 MAIN ST | BUFFALO | NY | 14202 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| SOUTHERN TIER WEST DEVELOPMENT | |||||||
| CENTER FOR REGIONAL EXCELLENCE 4039 | SALAMANCA | NY | 14779 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | RTE 219 SUITE 200 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| YET TO BE IDENTIFIED | |||||||
| 2495 MAIN ST STE 464 | BUFFALO | NY | 14214 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| YET TO BE IDENTIFIED | |||||||
| 2495 MAIN ST STE 464 | BUFFALO | NY | 14214 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| ACCESS OF WNY | |||||||
| 609 RIDGE RD SUITE 210 | LACKAWANNA | NY | 14218 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| NIAGARA ORGANIZING ALLIANCE FOR HOPE | |||||||
| 625 TRONOLONE PL | NIAGARA FALLS | NY | 14301 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| AFRICAN AMERICAN CENTER FOR CULTURAL DEVELOPMENT | |||||||
| 108 SOUTH 8TH ST | OLEAN | NY | 14760 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| OPEN BUFFALO | |||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| BUFFALO FOOD EQUITY NETWORK (FISCAL SPONSOR OPEN BUFFALO) | |||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| COLORED GIRLS BIKE TOO | |||||||
| 115 ELMWOOD AVE | BUFFALO | NY | 14201 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| COALITION FOR ECONOMIC JUSTICE | |||||||
| 2495 MAIN ST SUITE 425 | BUFFALO | NY | 14214 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| NFJC OF WNY | |||||||
| 360 DELAWARE AVENUE SUITE 106 | BUFFALO | NY | 14202 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| VOICE BUFFALO | |||||||
| 2495 MAIN ST SUITE 547 | BUFFALO | NY | 14214 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| PUSH BUFFALO | |||||||
| 429 PLYMOUTH AVENUE SUITE 1 | BUFFALO | NY | 14213 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| PARTNERSHIP FOR THE PUBLIC GOOD | |||||||
| 617 MAIN STREET FLOOR 3R | BUFFALO | NY | 14203 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| NATIVE AMERICAN COMMUNITY SERVICES | |||||||
| 1005 GRANT STREET | BUFFALO | NY | 14207 | PC | EQUITY & SOCIAL JUSTICE | $5,000 | |
| BACK TO BASICS OUTREACH MINISTRIES | |||||||
| 1370 WILLIAM STREET | BUFFALO | NY | 14206 | PC | EQUITY & SOCIAL JUSTICE | $2,500 | |
| ERIE COUNTY RESTORATIVE JUSTICE CENTER | |||||||
| 567 HERTEL AVENUE | BUFFALO | NY | 14207 | PC | EQUITY & SOCIAL JUSTICE | $2,500 | |
| BLACK LOVE RESISTS IN THE RUST | |||||||
| 345 W FERRY ST | BUFFALO | NY | 14213 | PC | EQUITY & SOCIAL JUSTICE | $2,500 | |
| BUFFALO GO GREEN | |||||||
| 45 PEMBROKE AVE | BUFFALO | NY | 14215 | PC | EQUITY & SOCIAL JUSTICE | $2,500 | |
| AFRICAN HERITAGE COOP | |||||||
| 2616 HIGHLAND AVE | NIAGARA FALLS | NY | 14305 | PC | EQUITY & SOCIAL JUSTICE | $2,500 | |
| BLACK FARMER FUND | |||||||
| 228 PARK AVENUE SOUTH | NY | NY | 10003 | PC | EQUITY & SOCIAL JUSTICE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $610,158 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $376,062 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,419,462 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,796,524 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,796,524 | 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 Person | ANNE MOOT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 168 LEICESTER ROAD | AddressLine1Txt |
| City | KENMORE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,750 | Amt |
| Net Investment Income | $2,688 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,062 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4226 SHS - ISHARES TIP BOND | $558,447 | $558,447 |
| 6279 SHS - ISHARES CORE S&P MID ETF | $1,439,107 | $1,439,107 |
| 28178 SHS - ISHARES CORE MSCI ETF EAFE ETF | $1,958,653 | $1,958,653 |
| 21821 SHS - ISHARES RUSSELL ETF MIDCAP | $1,474,956 | $1,474,956 |
| 9951 SHS - ISHARES ETF US REAL ESTATE | $1,076,897 | $1,076,897 |
| 7929 SHS - VANGUARD SMALL CAP ETF | $1,403,695 | $1,403,695 |
| 46788 SHS - VANGUARD TOTAL STOCK MARKET ETF | $10,544,764 | $10,544,764 |
| 23959 SHS - ISHARES CORE MSCI ETF EMERGING MARKETS ETC IEMG | $1,347,143 | $1,347,143 |
| 12517 SHS - VANGUARD FTSE ETF DEVELOPED MARKETS ETF | $595,524 | $595,524 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TRUBEE COLLINS & CO INC. - CERTIFICATES OF DEPOSIT | AT COST | $99,947 | $99,947 |
| LAUNCHNY LP FUND | AT COST | $67,500 | $67,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $424,195 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER EXPENSES | $2,089 | $0 | $2,089 |
| DUES & SUBSCRIPTIONS | $303 | $0 | $303 |
| INSURANCE | $2,795 | $0 | $2,795 |
| MISCELLANEOUS | $844 | $0 | $844 |
| PAYROLL SERVICE FEE & BANK FEES | $2,346 | $0 | $2,346 |
| POSTAGE | $229 | $0 | $229 |
| SUPPLIES | $1,264 | $0 | $1,262 |
| TELEPHONE | $1,877 | $0 | $1,877 |
| WEBSITE | $236 | $0 | $236 |
| OTHER FEES | $377 | $0 | $377 |
| GRANTS MANAGEMENT SOFTWARE | $5,000 | $0 | $5,000 |
| PROFESSIONAL DEVELOPMENT | $2,350 | $0 | $2,350 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $38,251 | $38,251 | $0 |
| P&A RETIREMENT FEES | $2,029 | $507 | $1,522 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $24,162 | $0 | $0 |
| NYS FILING FEE | $750 | $0 | $0 |
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