EAST HILL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EAST HILL FOUNDATION (EIN 16-1441497)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-31
- IRS object ID
- 202243049349100224
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-31T10:46:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161468002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIAMPOU TRAVIS BESAW & KERSHNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRYANT WOODS NORTH | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161441497 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST HILL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 7162040204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL JANKOWSKI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7162040204 | PhoneNum |
| Signature | 2022-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHERYL | PersonFirstNm |
| Person Last | JANKOWSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON K PELLISH | PreparerPersonNm |
| PTIN | P00625801 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2022-10-28 | 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 | $24,934,119 | 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 |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $415,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $415,330 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $938,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,189,823 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $938,654 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $322 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $322 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,354,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,354,334 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $284,843 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $44,687 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $240,156 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $79,604 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,921 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $63,683 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $44,685 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,431 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,254 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $770 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $770 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,756 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,939 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $180,544 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,995 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,550 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,776 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,376 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $23,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $39,555 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $39,555 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $48,763 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,191 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $36,572 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,549 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,549 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,143 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $214 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,929 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,053 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,436 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,616 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $765,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $316,562 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $426,018 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $549,202 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $549,202 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,315,182 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $316,562 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $975,220 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,037,772 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,980 | CashBOYAmt |
| Cash EOY | $238,787 | CashEOYAmt |
| Cash EOYFMV | $238,787 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,711,020 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,983,552 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,983,552 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,077 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,077 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,077 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,101,429 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,810,133 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,789,244 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,789,244 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $703,710 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,323,861 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,323,861 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $951,571 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $479,694 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $511,432 | LandBOYAmt |
| Land EOY | $471,877 | LandEOYAmt |
| Land EOYFMV | $471,877 | LandEOYFMVAmt |
| Other Assets BOY | $128,455 | OtherAssetsBOYAmt |
| Other Assets EOY | $124,721 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $124,721 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,031,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,934,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,934,119 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $140 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $140 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $140 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $140 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,031,096 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,933,979 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,031,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,933,979 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,031,236 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,934,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,031,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,152 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,863,731 | OtherIncreasesAmt |
| Subtotal | $24,933,979 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,933,979 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH CAPITAL GAINS/LOSSES | P | 2021-12-31 | $1,467,412 | $1,150,779 | $316,633 | $316,633 |
| UBS SHORT TERM CAPITAL GAIN/LOSSES | 2021-12-31 | $556,606 | $476,843 | $79,763 | $79,763 | |
| UBS LONG TERM CAPITAL GAIN/LOSSES | 2021-12-31 | $1,160,433 | $623,547 | $536,886 | $536,886 | |
| CASH IN LIEU | 2021-12-31 | $138 | $138 | $138 | ||
| CAPITAL GAINS DIVIDENDS | P | $5,234 | $5,234 | $5,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $938,654 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $396,396 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,425 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,425 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,051 | 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 | $22,051 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,626 | OverpaymentAmt |
| Applied To ES Tax | $7,626 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.EASTHILLFDN.ORG | WebsiteAddressTxt |
| Individual With Books | KEN DULIAN | IndividualWithBooksNm |
| Phone | 7162040204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WARREN GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | VICE PRESIDENT | 16.00 | $0 | $4,985 | $0 |
| JOHN SIEGEL | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIR/SECRETARY | 10.00 | $0 | $0 | $0 |
| AMI GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| KENNETH DULIAN | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | EXECUTIVE DIRECTOR | 40.00 | $162,023 | $7,527 | $0 |
| DAVID PIERCE MD | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHELE SCHMIDT | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | ADMIN. DIRECTOR | 40.00 | $122,820 | $0 | $0 |
| MICHAEL KELLY | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/TREASURER THRU 6/25/21 | 8.00 | $0 | $0 | $0 |
| JENNIFER GREATBATCH DANITZ | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| CHERYL JANKOWSKI | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/TREASURER FROM 6/25/21 | 8.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD GROSSKOPF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FACILITIES MANAGER/B | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $79,604 | CompensationAmt |
| Employee Benefits | $23,385 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $21,430,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,287,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,717,798 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,717,798 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $355,767 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,362,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,168,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,168,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,425 | TotalTaxAmt |
| Distributable Before Adj | $1,153,677 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,153,677 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,153,677 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $975,220 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $975,220 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,153,677 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $31,508 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $111,141 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,290 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $160,939 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $975,220 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $975,220 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $160,939 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $160,939 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $17,518 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHELE R SCHMIDT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7162040204 | RecipientPhoneNum |
| Form And Info And Materials | THE GRANT APPLICATION FORM IS ELECTRONIC AND ACCESSIBLE AT WWW.EASTHILLFDN.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIES | SubmissionDeadlinesTxt |
| Restrictions On Awards | EAST HILL FOUNDATION IDENTIFIES AND FUNDS INNOVATIVE, CHARITABLE PROJECTS DESIGNED TO ENHANCE THE QUALITY OF LIFE OF RESIDENTS OF WESTERN NEW YORK, PRIMARILY ERIE AND NIAGARA COUNTIES. ADDITIONALLY, THIS FAMILY FOUNDATION TEACHES STEWARDSHIP TO THE FOUNDERS' FAMILY MEMBERS BY SUPPORTING THEIR PROJECTS IRRESPECTIVE OF WHERE THEY LIVE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARC OF GENESEE ORLEANS | |||||||
| 122 CAROLINE ST | ALBION | NY | 14411 | NONE | PUBLIC CHARITY | PURCHASE 2 ELECTRIC TWO-COMPARTMENT MEAL TRANSPORTERS TO DELIVER HOT MEALS | $2,100 |
| BUFFALO ARTS AND TECHNOLOGY CENTER INC | |||||||
| 1221 MAIN ST | BUFFALO | NY | 14209 | NONE | PUBLIC CHARITY | REFRIGERATOR AND 15 WEEKS OF MEALS FOR ADULT WORKFORCE STUDENTS | $20,910 |
| CLARENCE FIRE DISTRICT #1 | |||||||
| 10355 MAIN ST | CLARENCE | NY | 14031 | NONE | PUBLIC CHARITY | REPLACEMENT CARDIAC MONITOR/DEFIBRILLATOR | $22,394 |
| COMPASS HOUSE | |||||||
| 370 LINWOOD AVE | BUFFALO | NY | 14209 | NONE | PUBLIC CHARITY | FREEZER, MEAT AND FOOD FOR HOMELESS YOUTH | $13,000 |
| BUFFALO CITY MISSION | |||||||
| 100 E TUPPER ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | AIR FILTRATION SYSTEM AT CORNERSTONE MANOR - WOMEN AND CHILDREN'S SHELTER | $50,000 |
| CORNELL COOPERATIVE EXTENSION | |||||||
| 21 S GROVE ST | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARITY | PRODUCE AND SUPPLIES FOR VEGGIE VAN MOBILE MARKET | $20,000 |
| FEEDMORE WNY | |||||||
| 91 HOLT ST | BUFFALO | NY | 14206 | NONE | PUBLIC CHARITY | VACUUM, BAND SEALERS, BAGS TO REPACK FOOD, AND FORKLIFT CAGES | $30,000 |
| FAMILY PROMISE OF WESTERN NEW YORK | |||||||
| 75 HICKORY ST | BUFFALO | NY | 14204 | NONE | PUBLIC CHARITY | MEALS AND FOOD FOR HOMELESS FAMILY SHELTER | $17,000 |
| FRIENDS OF NIGHT PEOPLE | |||||||
| 394 HUDSON ST | BUFFALO | NY | 14201 | NONE | PUBLIC CHARITY | SUPPLIES TO PROVIDE TAKE OUT MEALS FOR THE NEEDY | $20,000 |
| FRIENDS OF LITTLE PORTION FRIARY | |||||||
| PO BOX 891 | BUFFALO | NY | 14209 | NONE | PUBLIC CHARITY | IMPROVE SECURITY BY REPLACING 6 DOORS - 2 INTERIOR AND 4 EXTERIOR | $18,260 |
| GATEWAY HOME - COMFORT CARE INC | |||||||
| 91 MAIN ST | ATTICA | NY | 14011 | NONE | PUBLIC CHARITY | FACILITY WEATHERPROOFING AND WALKWAY INSTALLATION AT END OF LIFE HOME | $27,512 |
| PEACEPRINTS OF WNY | |||||||
| 660 SMITH ST | BUFFALO | NY | 14210 | NONE | PUBLIC CHARITY | NEW FLOORING AND FURNITURE IN HOME FOR MEN FORMERLY INCARCERATED | $21,000 |
| ROTARY CLUB OF HAMBURG FOUNDATION INC | |||||||
| PO 340 | HAMBURG | NY | 14075 | NONE | PUBLIC CHARITY | WINTER JACKETS, BOOTS AND CLOTHING FOR CHILDREN IN NEED | $15,000 |
| SAVING GRACE OUTREACH | |||||||
| 205 BAILEY AVE | BUFFALO | NY | 14211 | NONE | PUBLIC CHARITY | HEATING, ELECTRICAL, FLOORING, WINDOWS AND BATHROOMS AT COMMUNITY CARE CENTER | $40,000 |
| THE SALVATION ARMY (BUFFALO AREA SERVICE) | |||||||
| 960 MAIN ST | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | FOOD, SUPPLIES, EQUIPMENT FOR FOOD DISTRIBUTION | $20,000 |
| THE WESLEYAN CHURCH OF HAMBURG | |||||||
| 4999 MCKINLEY PKWY | HAMBURG | NY | 14075 | NONE | PUBLIC CHARITY | REMODEL TWO BATHROOMS AT TRADING POST COMMUNITY CARE CENTER | $23,000 |
| UNITED WAY OF NORTHERN CHAUTAUQUA COUNTY | |||||||
| 626 CENTRAL AVE | DUNKIRK | NY | 14048 | NONE | PUBLIC CHARITY | NEW COATS FOR CHILDREN IN NEED, LAUNDER DONATED USED COATS | $6,000 |
| KEN-TON MEALS ON WHEELS | |||||||
| 169 SHERIDAN PARKSIDE DR | TONAWANDA | NY | 14150 | NONE | PUBLIC CHARITY | NEW DELIVERY BAGS AND SUPPLIES FOR HOME MEAL DELIVERIES | $8,000 |
| NORTH TONAWANDA CITY SCHOOL DISTRICT | |||||||
| 176 WALCK RD | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | FINE ARTS CREST AND DISPLAY FOR NEW WALL OF FAME AT HIGH SCHOOL | $6,600 |
| NORTH TONAWANDA BOTANICAL GARDEN | |||||||
| 1825 SWEENEY ST | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | UTILITY VEHICLE | $9,745 |
| RESPONSE TO LOVE CENTER | |||||||
| 130 KOSCIUSZKO ST | BUFFALO | NY | 14212 | NONE | PUBLIC CHARITY | FOOD, FRESH DAIRY, PRODUCE, KITCHEN AND CLEANING SUPPLIES, PPE | $20,000 |
| YOUTH MENTORING SERVICES OF NIAGARA | |||||||
| 86 PARK AVE | LOCKPORT | NY | 14094 | NONE | PUBLIC CHARITY | FOOD, DIAPERS AND CLEANING SUPPLIES FOR FAMILIES IN NEED | $12,400 |
| NORTH TONAWANDA BENEVOLENT ASSOCIATION | |||||||
| 979 ERIE AVE | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | WARM JACKETS, SHOES, TOYS FOOD FOR NEEDY CHILDREN | $14,000 |
| NORTH TONAWANDA FIRE DEPARTMENT | |||||||
| 495 ZIMMERMAN ST | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | FOUR COMPLETE WATER RESCUE SUITS | $4,400 |
| NOR-TON RED JACKET CLUB INC | |||||||
| 1601 SWEENEY STREET | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | OUTDOOR PROGRAM EQUIPMENT REPLACEMENT | $2,717 |
| PINNACLE COMMUNITY SERVICES | |||||||
| 1522 MAIN ST | NIAGARA FALLS | NY | 14305 | NONE | PUBLIC CHARITY | NEW APPLIANCES FOR COLD STORAGE, FOOD AND CLEANING SUPPLIES | $14,800 |
| RURAL OUTREACH CENTER | |||||||
| 730 OLEAN RD | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARITY | WINTER JACKETS, BOOTS AND SNOW PANTS FOR CHILDREN IN NEED | $13,302 |
| RURAL OUTREACH CENTER | |||||||
| 730 OLEAN RD | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARITY | FOOD FOR RURAL CHILDREN AND FAMILIES IN NEED | $15,305 |
| TOWN OF CLARENCE | |||||||
| ONE TOWN PLACE | CLARENCE | NY | 14031 | NONE | PUBLIC CHARITY | MAINTENANCE FOR CLARENCE HISTORICAL SOCIETY BUILDING YEAR 1 OF 5 | $3,000 |
| TWIN CITIES MEALS ON WHEELS | |||||||
| 100 RIDGE STREET STE 2 | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | DAIRY AND MEAT PRODUCTS FOR SENIOR MEALS | $15,000 |
| YOUTH MENTORING SERVICES OF NIAGARA | |||||||
| 86 PARK AVE | LOCKPORT | NY | 14094 | NONE | PUBLIC CHARITY | PURCHASE 80 PAIRS OF BOOTS FOR CHILDREN IN NEED | $2,000 |
| YWCA OF THE NIAGARA FRONTIER INC | |||||||
| 32 COTTAGE ST | LOCKPORT | NY | 14094 | NONE | PUBLIC CHARITY | FURNITURE, EQUIPMENT FOR PERMANENT HOUSING FOR DOMESTIC VIOLENCE SURVIVORS | $10,000 |
| PINNACLE COMMUNITY SERVICES | |||||||
| 1522 MAIN ST | NIAGARA FALLS | NY | 14305 | NONE | PUBLIC CHARITY | NEW FLOORING FOR PASSAGE HOUSE SHELTER AND CASEY HOUSE SHELTER | $29,657 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | NONE | PUBLIC CHARITY | CONTRIBUTION TO 21ST CENTURY FUND | $2,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $549,202 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWN OF CLARENCE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TOWN PLACE | AddressLine1Txt |
| City | CLARENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | MAINTENANCE FOR CLARENCE HISTORICAL SOCIETY BUILDING YEAR 2 THROUGH 5 OF 5 | GrantOrContributionPurposeTxt |
| Amt | $12,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $12,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $415,330 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $938,654 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,354,334 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,354,334 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $9,695 | Amt |
| Net Investment Income | $7,756 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,939 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTH TONAWANDA POLICE BENEVOLENT ASSOCIATION | ||||||||||
| 216 PAYNE AVENUE | NORTH TONAWANDA | NY | 14120 | 2021-07-06 | $14,000 | WARM JACKETS, SHOES, TOYS FOOD FOR NEEDY CHILDREN | $14,000 | 2/1/22 | 2022-02-18 | THE SHOP WITH COP EVENT WAS HELD ON 11/24/2021 AND 59 FAMILIES AND 161 CHILDREN WERE SERVED. A BOARD MEMBER AND A STAFF MEMBER ATTENDED THE EVENT. CHILDREN RECEIVED NEW COAT, HAT, GLOVES, CLOTHING, BOOTS/SHOES, TOYS AND FOOD. RECEIPTS WERE SUBMITTED WITH THE REPORT. DUE TO SIZE SOME CLOTHING HAD TO BE ORDERED AFTER THE EVENT. A PHOTO OF A FAMILY (WHO SIGNED A PHOTO RELEASE FORM) WAS INCLUDED IN THE REPORT. POLICE OFFICERS AND FIREMEN ASSISTED THE FAMILIES WITH THE SHOPPING AT WALMART, NORTH TONAWANDA, NY. |
| TOWN OF CLARENCE | ||||||||||
| ONE TOWN PLACE | CLARENCE | NY | 14031 | 2021-11-16 | $3,000 | MAINTENANCE FOR CLARENCE HISTORICAL SOCIETY BUILDING YEAR 1 OF 5 | $3,000 | 9/6/22 | 2022-09-23 | THIS IS YEAR #1 OF A 5 YEAR GRANT FOR $3,000 ANNUALLY. STAFF VISITED ON 9/23/2022 AND VERIFIED THE FUNDS WERE SPENT FOR ROUTINE MAINTENANCE AT THE CLARENCE HISTORICAL MUSEUM. A REPORT WAS SUBMITTED FOR YEAR #1 WHICH INCLUDED A FINAL ACCOUNTING OF ALL MAINTENANCE EXPENSES. |
| NORTH TONAWANDA FIRE DEPARTMENT | ||||||||||
| 495 ZIMMERMAN STREET | NORTH TONAWANDA | NY | 14120 | 2021-07-13 | $4,400 | FOUR COMPLETE WATER RESCUE SUITS | $4,400 | 12/8/21 | 2022-02-23 | PURCHASED 4 COMPLETE WATER RESCUE SUITS. REPORT INCLUDED RECEIPTS AND PHOTOS. FOUNDATION STAFF VISITED SWEENEY HOSE IN NORTH TONAWANDA ON 02/23/2022 AND CONFIRMED THE 4 NEW WATER RESCUE SUITS ARE READY FOR EMERGENCY USE. |
| CLARENCE FIRE DISTRICT #1 | ||||||||||
| 10355 MAIN STREET | CLARENCE | NY | 14031 | 2021-11-16 | $22,394 | PURCHASE LIFEPACK 15 FOR AMBULANCE - A CARDIAC MONITOR/AED | $22,394 | 9/1/22 | 2022-09-09 | FUNDS WERE ISSUED 11/16/2021 AND THE REPORT IS DUE 9/12/2022. FOUNDATION STAFF WILL VISIT WHEN EQUIPMENT IS PURCHASED AND DELIVERED. |
| NORTH TONAWANDA CITY SCHOOL DISTRICT | ||||||||||
| 176 WALCK ROAD | NORTH TONAWANDA | NY | 14120 | 2021-07-13 | $6,600 | NEW WALL OF FAME PROJECT FOR FINE ARTS WALL OF FAME AT NORTH TONAWANDA HIGH SCHOOL. | $6,600 | 9/14/21 | 2022-02-23 | THE WALL WAS INSTALLED IN SEPTEMBER 2021 AT THE NORTH TONAWANDA HIGH SCHOOL. IT IS 10' WIDE BY 18' TALL WOODEN WALL WITH THE SCHOOL'S FINE ARTS LOGO (4' X 6") AND BACKLIT WITH LED LIGHTS. REPORT INCLUDED, RECEIPTS AND PHOTOS, AND SCHOOL NEWSLETTER. FOUNDATION STAFF VISITED ON 2/23/2022. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH | BondNm |
| EOY Book Value | $1,323,861 | EOYBookValueAmt |
| EOYFMV | $1,323,861 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH, MORGAN STANLEY & UBS | StockNm |
| EOY Book Value | $20,789,244 | EOYBookValueAmt |
| EOYFMV | $20,789,244 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $770 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $770 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MS CAPITAL PARTNERS V - CAYMAN (T/E FEEDER) LP | $91,159 | $89,081 | $89,081 |
| MS REAL ESTATE FUND VII OFFSHORE INVESTORS | $35,270 | $34,129 | $34,129 |
| MS AIP GSOF | -$330 | -$339 | -$339 |
| UTILITY SECURITY DEPOSIT | $1,850 | $1,850 | $1,850 |
| LOAN PAYABLE - EW&G | $506 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PORTFOLIO DEDUCTIONS FROM K-1 | $2,161 | $2,161 | $0 | $0 |
| LEASED EQUIPMENT | $1,853 | $185 | $0 | $1,667 |
| MEMBERSHIPS | $2,490 | $0 | $0 | $2,490 |
| SUPPLIES & OFFICE EXPENSE | $1,400 | $350 | $0 | $1,050 |
| INSURANCE | $3,551 | $591 | $0 | $2,961 |
| MISC EXP | $598 | $149 | $0 | $448 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INV INCOME - REAL ESTATE | $220 | $220 | $0 |
| MISCELLANEOUS | $102 | $102 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN / LOSS ON INVESTMENTS | Desc |
| Amt | $1,863,731 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT & BANK FEES | $169,327 | $169,327 | $0 | $0 |
| COMPUTER CONSULTING | $5,399 | $2,700 | $0 | $2,700 |
| PAYROLL PROCESSING FEE | $2,692 | $448 | $0 | $2,244 |
| HR FEES | $3,126 | $520 | $0 | $2,606 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $23,400 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $7,938 | $7,938 | $0 | $0 |
| PAYROLL TAXES | $26,688 | $4,438 | $0 | $22,250 |
| NYS FILING FEE | $750 | $0 | $0 | $750 |
Comments