THE WESTERN NEW YORK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE WESTERN NEW YORK FOUNDATION (EIN 16-0845962)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-07-08
- IRS object ID
- 202501899349101210
- Schema version
- 2024v5.2
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-08T12:54:53-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | 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 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 | 2024-04-01 | 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 | SHARON MATHE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7168394225 | PhoneNum |
| Signature | 2025-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE M WHITE | PreparerPersonNm |
| PTIN | P01599383 | PTIN |
| Phone | 7168472651 | PhoneNum |
| Preparation | 2025-07-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,789,937 | 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 | $45,101 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,830 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,830 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $431,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $431,624 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $569,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $479,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $447,454 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,564 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,328 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $158,236 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $132,536 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,254 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $119,282 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,283 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,414 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $45,869 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,206 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,802 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,404 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,109 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,008 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,101 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,013 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,013 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $18,894 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,894 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,747 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,747 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,157 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,158 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $467,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,806 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $400,704 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,113,198 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,113,198 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,580,707 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,806 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,513,902 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,101,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $379,648 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,858 | CashBOYAmt |
| Cash EOY | $282,972 | CashEOYAmt |
| Cash EOYFMV | $282,972 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,734,306 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $471,027 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $471,027 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,946,667 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,228,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,228,750 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $286,811 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $807,188 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $807,188 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,070,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,789,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,789,937 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,526,016 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,363,343 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,544,626 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,426,594 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,070,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,789,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,070,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,789,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,070,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,101,401 | ExcessRevenueOverExpensesAmt |
| Other Increases | $820,696 | OtherIncreasesAmt |
| Subtotal | $22,789,937 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,789,937 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SPDR S&P 500 TRUST ETF | P | 2024-12-26 | 2024-12-26 | $45,136 | $45,021 | $115 | $115 |
| ISHARES TIP BOND ETF | P | 2011-07-05 | 2025-02-03 | $88,806 | $90,369 | -$1,563 | -$1,563 |
| ISHARES ETF U.S REAL ESTATE:IYR | P | 2011-07-05 | 2025-03-12 | $35,966 | $23,510 | $12,456 | $12,456 |
| ISHARES TIP BOND ETF | P | 2012-06-26 | 2025-03-12 | $43,647 | $47,652 | -$4,005 | -$4,005 |
| ISHARES TIP BOND ETF | P | 2011-10-27 | 2025-02-03 | $92,055 | $98,100 | -$6,045 | -$6,045 |
| ISHARES TIP BOND ETF | P | 2011-10-28 | 2025-02-03 | $17,328 | $18,426 | -$1,098 | -$1,098 |
| ISHARES TIP BOND ETF | P | 2012-06-26 | 2025-02-03 | $26,534 | $29,334 | -$2,800 | -$2,800 |
| ISHARES TIP BOND ETF | P | 2013-11-05 | 2025-03-12 | $81,701 | $83,312 | -$1,611 | -$1,611 |
| ISHARES TIP BOND ETF | P | 2017-10-27 | 2025-03-12 | $32,900 | $34,025 | -$1,125 | -$1,125 |
| ISHARES TIP BOND ETF | P | 2017-10-27 | 2025-03-12 | $32,900 | $34,020 | -$1,120 | -$1,120 |
| ISHARES TIP BOND ETF | P | 2017-10-27 | 2025-03-12 | $28,842 | $29,827 | -$985 | -$985 |
| ISHARES TIP BOND ETF | P | 2018-06-01 | 2025-03-12 | $15,902 | $16,256 | -$354 | -$354 |
| ISHARES TIP BOND ETF | P | 2021-11-30 | 2025-03-12 | $28,184 | $33,298 | -$5,114 | -$5,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,249 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,277 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,277 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,277 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,339 | 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 | $13,339 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,062 | OverpaymentAmt |
| Applied To ES Tax | $8,062 | 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.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 (12 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 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHARON J MATHE | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| ANDREW W DORN JR | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TREASURER | 1.00 | $0 | $0 | $0 |
| LIZ BUERGER | ||||||||
| 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 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JENNIFER JOHNSON | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TAMMY ALSACE | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIELYNN BELL | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BLAINE JOHNSON | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE ASSOCIATE | 1.00 | $0 | $0 | $0 |
| ANDREA SPAKO | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE ASSOCIATE | 1.00 | $0 | $0 | $0 |
| BETH K GOSCH | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | EXECUTIVE DIRECTOR | 40.00 | $166,564 | $13,153 | $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 | $22,670,004 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,091,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,761,229 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,761,229 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $356,418 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,404,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,170,241 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,170,241 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,277 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,277 | TotalTaxAmt |
| Distributable Before Adj | $1,164,964 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,164,964 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,164,964 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,513,902 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,513,902 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,164,964 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $79,022 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $692,621 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $790,650 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $747,831 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $129,105 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,439,229 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,513,902 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,164,964 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $348,938 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,788,167 | 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 | $79,022 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,709,145 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $692,621 | ExcessFromYear4Amt |
| Excess From Year3 | $790,650 | ExcessFromYear3Amt |
| Excess From Year2 | $747,831 | ExcessFromYear2Amt |
| Excess From Year1 | $129,105 | ExcessFromYear1Amt |
| Excess From Current Year | $348,938 | 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 (134 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS OF WNY | ||||||
| 609 RIDGE RD SUITE 210 | LACKAWANNA | NY | 14218 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| ORLEANS COUNTY CORNELL COOPERATIVE EXTENSION | ||||||
| 12690 NY-31 | ALBION | NY | 14411 | PC | ICAP STIPEND | $10,000 |
| ORLEANS COUNTY CORNELL COOPERATIVE EXTENSION | ||||||
| 12690 NY-31 | ALBION | NY | 14411 | PC | GENERAL OPERATIONS | $10,000 |
| OPEN BUFFALO | ||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | PRESIDENT DISCRETIONARY GRANT: MOVEMENT MORNING CHAMPION BREAKFAST | $2,500 |
| OPEN BUFFALO | ||||||
| 1327 JEFFERSON AVENUE UPPER | BUFFALO | NY | 14208 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| NY FUNDERS ALLIANCE | ||||||
| 431 E FAYETTE ST | SYRACUSE | NY | 13202 | PC | NONPROFIT SUPPORT GROUP ANNUAL OPERATIONS | $41,797 |
| NORTHEAST FARMERS OF COLOR LAND TRUST | ||||||
| PO BOX 301240 | BOSTON | NY | 02130 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| NORTH STAR FUND | ||||||
| 520 EIGHTH AVE SUITE 1800 | NEW YORK | NY | 10018 | PC | EXECUTIVE DIRECTOR DISCRETIONARY GRANT: COMMUNITY FOOD FUNDERS | $5,000 |
| NIAGARA PRIDE | ||||||
| 138 EAST AVE SUITE 798 | LOCKPORT | NY | 14095 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $2,500 |
| NATIONAL FEDERATION FOR JUST COMMUNITIES | ||||||
| 331 ALBERTA DR SUITE 202 | AMHERST | NY | 14226 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| NATIONAL FEDERATION FOR JUST COMMUNITIES | ||||||
| 331 ALBERTA DR SUITE 202 | AMHERST | NY | 14226 | PC | TRUSTEE DISCRETIONARY GRANT: PRINTER | $4,100 |
| NATIONAL FEDERATION FOR JUST COMMUNITIES | ||||||
| 331 ALBERTA DR SUITE 202 | AMHERST | NY | 14226 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $2,500 |
| MUSICALFARE THEATER | ||||||
| 4380 MAIN ST SUITE 123 | AMHERST | NY | 14226 | PC | PEER EXPERIENCED PRESENTER | $350 |
| MUJERES DIVINAS | ||||||
| 1187 CULVER RD | ROCHESTER | NY | 14609 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| MENTAL HEALTH ADVOCATES | ||||||
| 1021 BROADWAY AVE 5TH FLOOR | BUFFALO | NY | 14212 | PC | ICAP IMPLEMENTATION: DEVELOPMENT, MARKETING, AND ADMIN. ASSOC. | $21,400 |
| MASSACHUSETTS AVENUE PROJECT | ||||||
| 387 MASSACHUSETTS AVE | BUFFALO | NY | 14213 | PC | ICAP ACCOUNTABILITY | $1,250 |
| MASSACHUSETTS AVENUE PROJECT | ||||||
| 387 MASSACHUSETTS AVE | BUFFALO | NY | 14213 | PC | ICAP IMPLEMENTATION: OPERATIONS DIRECTOR AND COMMUNICATIONS MANAGER | $51,100 |
| LOCUST STREET ART | ||||||
| 138 LOCUST ST | BUFFALO | NY | 14204 | PC | ELMWOOD AVE FESTIVAL OF THE ARTS GIFT | $11,000 |
| HEALTHY COMMUNITY ALLIANCE | ||||||
| 1 SCHOOL ST SUITE 100 | GOWANDA | NY | 14070 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $2,600 |
| HOME BENEATH OUR FEET | ||||||
| 345 BROADWAY ST SUITE 104 | BUFFALO | NY | 14204 | PC | WATER BEARER SPONSORSHIP | $2,500 |
| WNY PEACE CENTER | ||||||
| 1272 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ELMWOOD AVE FESTIVAL OF THE ARTS GIFT | $11,000 |
| ICAP PARTICIPANTS | ||||||
| 2495 MAIN ST STE 464 | BUFFALO | NY | 14214 | PC | CCNY FOLLOW UP INTERVIEWS | $1,000 |
| INFINITY VISUAL AND PERFORMING ARTS INC | ||||||
| 301 EAST SECOND ST SUITE 101 | JAMESTOWN | NY | 14701 | PC | ICAP IMPLEMENTATION: BUILDING STAFF CAPACITY | $30,000 |
| INVESTIGATIVE POST | ||||||
| 487 MAIN ST 300 | BUFFALO | NY | 14203 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| ORLEANS COUNTY CORNELL COOPERATIVE EXTENSION | ||||||
| 12690 NY-31 | ALBION | NY | 14411 | PC | ICAP CONSULTING FEES | $7,500 |
| JAMESTOWN FARMERS MARKET | ||||||
| 410 N MAIN ST | JAMESTOWN | NY | 14701 | PC | ICAP CONSULTING FEES | $8,000 |
| JAMESTOWN FARMERS MARKET | ||||||
| 410 N MAIN ST | JAMESTOWN | NY | 14701 | PC | ICAP STIPEND | $10,000 |
| JERICHO ROAD COMMUNITY HEALTH CENTER | ||||||
| 184 BARTON ST | BUFFALO | NY | 14213 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $3,750 |
| JERICHO ROAD COMMUNITY HEALTH CENTER | ||||||
| 184 BARTON ST | BUFFALO | NY | 14213 | PC | TRUSTEE DISCRETIONARY GRANT: RESETTLING NYC ASYLUM SEEKERS | $4,500 |
| JEWISH FAMILY SERVICES | ||||||
| 70 BARKER ST | BUFFALO | NY | 14209 | PC | REFUGEE PARTNERSHIP CRISIS RESPONSE FUND | $100,000 |
| JUSTICE FOR MIGRANT FAMILIES | ||||||
| 371 DELAWARE AVE | BUFFALO | NY | 14202 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| JUSTICE FOR MIGRANT FAMILIES | ||||||
| 371 DELAWARE AVE | BUFFALO | NY | 14202 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $7,500 |
| JAMESTOWN FARMERS MARKET | ||||||
| 410 N MAIN ST | JAMESTOWN | NY | 14701 | PC | GENERAL OPERATIONS | $10,000 |
| ORLEANS COUNTY CORNELL COOPERATIVE EXTENSION | ||||||
| 12690 NY-31 | ALBION | NY | 14411 | PC | SITE VISIT COORDINATION | $400 |
| PARTNERSHIP FOR THE PUBLIC GOOD | ||||||
| 617 MAIN ST | BUFFALO | NY | 14203 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| PATTERSON LIBRARY | ||||||
| 40 SOUTH PORTAGE ST | WESTFIELD | NY | 14787 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $5,000 |
| ST SUSAN CENTER | ||||||
| 31 WATER ST | JAMESTOWN | NY | 14701 | PC | NOMINATE A LEADER | $2,500 |
| STITCH BUFFALO | ||||||
| 284 PLYMOUTH AVE | BUFFALO | NY | 14213 | PC | ELMWOOD AVE FESTIVAL OF THE ARTS GIFT | $11,000 |
| THE SERVICE COLLABORATIVE OF WNY INC | ||||||
| 173 ELM ST | BUFFALO | NY | 14203 | PC | PRESIDENT DISCRETIONARY GRANT: STRATEGIC PLANNING | $5,000 |
| UB FOUNDATION | ||||||
| 319 JOHN LORD OBRIAN HALL | BUFFALO | NY | 14260 | PC | PLANNING FOR EQUITABLE URBAN AGRICULTURE SUMMIT | $3,158 |
| UB FOUNDATION | ||||||
| 319 JOHN LORD OBRIAN HALL | BUFFALO | NY | 14260 | PC | MOOT EVIDENCE AWARD | $1,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP FACILITATION | $1,000 |
| SQUEAKY WHEEL FILM & MEDIA CENTER | ||||||
| 2495 MAIN ST SUITE 301 | BUFFALO | NY | 14214 | PC | ELMWOOD AVE FESTIVAL OF THE ARTS GIFT | $11,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | TRUSTEE DISCRETIONARY DISCRETIONARY GRANT: FOOD SYSTEM RESILIENCE CIRCLE | $7,500 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP FINANCIAL SUPPORT | $5,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | COMMUNITY RESILIENCE FUND | $10,000 |
| UNIVERSAL PRIMARY CARE | ||||||
| 135 N UNION ST | OLEAN | NY | 14760 | PC | PEDIATRIC LEAD TESTING EQUIPMENT | $16,700 |
| UPWARD DESIGN FOR LIFE | ||||||
| PO BOX 327 | BUFFALO | NY | 14215 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| WEDI | ||||||
| 436 GRANT ST | BUFFALO | NY | 14213 | PC | DONOR DEVELOPMENT PLAN | $11,346 |
| WEST SIDE COMMUNITY SERVICES | ||||||
| 161 VERMONT ST | BUFFALO | NY | 14075 | PC | ICAP IMPLEMENTATION: LEADERSHIP AND DATA DEVELOPMENT | $7,125 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | ICAP CONVENING | $2,000 |
| GRASSROOTS GARDENS WNY | ||||||
| 389 BROADWAY AVE | BUFFALO | NY | 14204 | PC | WEBSITE & COMMUNICATIONS TOOLS | $17,035 |
| SENECA STREET CDC | ||||||
| 1218 SENECA ST | BUFFALO | NY | 14210 | PC | PRESIDENT DISCRETIONARY GRANT: OPERATIONS | $500 |
| SALVATION ARMY OF NIAGARA FALLS | ||||||
| 7018 BUFFALO AVE | NIAGARA FALLS | NY | 14304 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $2,500 |
| PROVIDENCE FARM COLLECTIVE | ||||||
| 5701 BURTON RD | ORCHARD PARK | NY | 14127 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| PROVIDENCE FARM COLLECTIVE | ||||||
| 5701 BURTON RD | ORCHARD PARK | NY | 14127 | PC | LAND ACCESS PROGRAM STRATEGIC PLANNING | $30,000 |
| PROVIDENCE FARM COLLECTIVE | ||||||
| 5701 BURTON RD | ORCHARD PARK | NY | 14127 | PC | ICAP IMPLEMENTATION: STAFFING AND MARKETING SUPPORT | $31,421 |
| PROVIDENCE FARM COLLECTIVE | ||||||
| 5701 BURTON RD | ORCHARD PARK | NY | 14127 | PC | GENERAL OPERATIONS | $10,000 |
| PROVIDENCE FARM COLLECTIVE | ||||||
| 5701 BURTON RD | ORCHARD PARK | NY | 14127 | PC | ELMWOOD AVE FESTIVAL OF THE ARTS GIFT | $8,000 |
| PUSH BUFFALO | ||||||
| 429 PLYMOUTH AVE SUITE 1 | BUFFALO | NY | 14213 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| SENECA STREET CDC | ||||||
| 1218 SENECA ST | BUFFALO | NY | 14210 | PC | ICAP IMPLEMENTATION: YOUTH PROGRAM SUPPORT | $20,500 |
| RCWJF GRANT | ||||||
| 3101 EAST GRAND BOULEVARD SUITE 200 | DETROIT | MI | 48202 | PC | CONVENING BREAKFAST: SPOT | $209 |
| RESOURCE COUNCIL OF WNY | ||||||
| 347 E FERRY ST | BUFFALO | NY | 14208 | PC | ICAP STIPEND | $10,000 |
| RESURRECTION OF LIFE FOOD PANTRY | ||||||
| 2145 OLD UNION RD | BUFFALO | NY | 14227 | PC | NOMINATE A LEADER | $2,500 |
| ROOTED IN LOVE | ||||||
| 670 RILEY ST | BUFFALO | NY | 14221 | PC | EXECUTIVE DIRECTOR DISCRETIONARY GRANT: SIGNAGE | $5,000 |
| ROOTED IN LOVE | ||||||
| 670 RILEY ST | BUFFALO | NY | 14221 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| ROOTED IN LOVE | ||||||
| 670 RILEY ST | BUFFALO | NY | 14221 | PC | MIGHTY COMMUNITY MARKETS BOOT CAMP | $1,000 |
| ROYCROFT CAMPUS CORPORATION | ||||||
| 31 SOUTH GROVE ST | EAST AURORA | NY | 14052 | PC | ICAP IMPLEMENTATION: E-COMMERCE COORDINATOR | $40,000 |
| RCWJF GRANT | ||||||
| 3101 EAST GRAND BOULEVARD SUITE 200 | DETROIT | MI | 48202 | PC | CONVENING REFRESHMENTS: TOPS | $48 |
| GRASSROOTS GARDENS WNY | ||||||
| 389 BROADWAY AVE | BUFFALO | NY | 14204 | PC | GENERAL OPERATIONS | $10,000 |
| ICAP PARTICIPANTS | ||||||
| 2495 MAIN ST STE 464 | BUFFALO | NY | 14214 | PC | CCNY FOLLOW UP INTERVIEWS | $500 |
| GOOD FOOD BUFFALO COALITION | ||||||
| 387 MASSACHUSETTS AVE | BUFFALO | NY | 14213 | PC | GOOD FOOD COMMUNITIES CONVENING | $17,335 |
| COMMUNITY MUSIC SCHOOL | ||||||
| 217 E DELEVAN AVE | BUFFALO | NY | 14208 | PC | ELMWOOD AVE FESTIVAL OF THE ARTS GIFT | $11,000 |
| GOOD FOOD BUFFALO COALITION | ||||||
| 387 MASSACHUSETTS AVE | BUFFALO | NY | 14213 | PC | GOOD FOOD COMMUNITIES CONVENING | $2,665 |
| COLORED MUSICIANS CLUB OF BUFFALO | ||||||
| 145 BROADWAY AVE | BUFFALO | NY | 14203 | PC | MANAGING DIRECTOR | $11,520 |
| CHAUTAUQUA COUNTY CHAMBER OF COMMERCE | ||||||
| 300 N MAIN ST | JAMESTOWN | NY | 14701 | PC | ICAP CONSULTING FEES | $7,500 |
| CEPA | ||||||
| 617 MAIN ST SUITE 201 | BUFFALO | NY | 14203 | PC | ELMWOOD AVE FESTIVAL OF THE ARTS GIFT | $11,000 |
| CANTICLE FARM | ||||||
| 115 E MAIN ST | ALLEGANY | NY | 14706 | PC | ICAP CONSULTING FEES | $8,000 |
| CANTICLE FARM | ||||||
| 115 E MAIN ST | ALLEGANY | NY | 14706 | PC | ICAP STIPEND | $10,000 |
| BUFFALO TOY LIBRARY | ||||||
| 2929 MAIN ST | BUFFALO | NY | 14214 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| BUFFALO SUZUKI STRINGS | ||||||
| 4 WEBSTER ST | NORTH TONAWANDA | NY | 14120 | PC | ELMWOOD AVE FESTIVAL OF THE ARTS GIFT | $11,000 |
| BUFFALO SERVANT LEADERSHIP | ||||||
| 105 ALLEN HALL | BUFFALO | NY | 14214 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| BUFFALO REUSE | ||||||
| 980 NORTHAMPTON ST | BUFFALO | NY | 14208 | PC | EAST SIDE PARKWAYS COALITION | $2,300 |
| BUFFALO PREP | ||||||
| 105 ALLEN HALL | BUFFALO | NY | 14214 | PC | ICAP IMPLEMENTATION: LMSW, TRAINING & SUPPORT | $26,000 |
| BUFFALO PREP | ||||||
| 105 ALLEN HALL | BUFFALO | NY | 14214 | PC | PEER EXPERIENCED PRESENTER | $350 |
| BUFFALO GO GREEN | ||||||
| 45 PEMBROKE AVE | BUFFALO | NY | 14215 | PC | GENERAL OPERATIONS | $10,000 |
| CONNECTING COMMUNITIES IN ACTION | ||||||
| 25 JEFFERSON ST | SALAMANCA | NY | 14779 | PC | PRESIDENT DISCRETIONARY GRANT: OPERATIONS | $2,600 |
| BUFFALO GO GREEN | ||||||
| 45 PEMBROKE AVE | BUFFALO | NY | 14215 | PC | ICAP STIPEND | $10,000 |
| BUFFALO FATHERS GROUP | ||||||
| 351 LISBON AVE | BUFFALO | NY | 14215 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $2,500 |
| BUFFALO ARTS STUDIO | ||||||
| 2495 MAIN ST STE 500 | BUFFALO | NY | 14214 | PC | ELMWOOD AVE FESTIVAL OF THE ARTS GIFT | $11,000 |
| BUFFALO & ERIE COUNTY BOTANICAL GARDENS | ||||||
| 2655 SOUTH PARK AVENUE | BUFFALO | NY | 14218 | PC | TRUSTEE DISCRETIONARY GRANT: HEALTHY PRODUCE ACCESS INITIATIVE | $4,000 |
| BOARDSOURCE | ||||||
| 750 9TH ST | WASHINGTON | NY | 20001 | PC | BOARD SOURCE ASSESSMENTS | $5,490 |
| BLACK FARMER FUND | ||||||
| 228 PARK AVE SOUTH | NEW YORK | NY | 10003 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| BISON CHILDREN'S SCHOLARSHIP FUND | ||||||
| 284 DELAWARE AVE | BUFFALO | NY | 14202 | PC | TRUSTEE DISCRETIONARY GRANT: SCHOLARSHIP FUND | $3,750 |
| BIG BIG TABLE | ||||||
| 272 HUDSON ST | BUFFALO | NY | 14201 | PC | ICAP CONSULTING FEES | $7,500 |
| BIG BIG TABLE | ||||||
| 272 HUDSON ST | BUFFALO | NY | 14201 | PC | ICAP STIPEND | $10,000 |
| BEYOND SUPPORT NETWORK | ||||||
| 2495 MAIN ST SUITE 342 | BUFFALO | NY | 14214 | PC | ELMWOOD AVE FESTIVAL OF THE ARTS GIFT | $11,000 |
| ARTS FOR LEARNING WNY | ||||||
| 1 LAFAYETTE SQ | BUFFALO | NY | 14203 | PC | PEER EXPERIENCED PRESENTER | $350 |
| ARTPARK & COMPANY | ||||||
| 450 SOUTH 4TH ST | LEWISTON | NY | 14092 | PC | PRESIDENT DISCRETIONARY GRANT: STRATEGIC SESSION | $3,750 |
| AQUARIUM OF NIAGARA | ||||||
| 701 WHIRLPOOL ST | NIAGARA FALLS | NY | 14301 | PC | PRESIDENT DISCRETIONARY GRANT: GRANT INFORMATION SESSION ROOM RENTAL | $350 |
| AMY MACHAMER | ||||||
| 3803 HURD RD | HOLLEY | NY | 14470 | PC | PRESIDENT DISCRETIONARY GRANT: TRUSTEE EDUCATION SERIES | $500 |
| ALIANZA AGRICOLA | ||||||
| 23 MAIN ST | GENESEO | NY | 14454 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| BUFFALO GIRL CHOIR | ||||||
| 255 GREAT ARROW AVE SUITE 310/312 | BUFFALO | NY | 14207 | PC | ELMWOOD AVE FESTIVAL OF THE ARTS GIFT | $11,000 |
| CONNECTING COMMUNITIES IN ACTION | ||||||
| 25 JEFFERSON ST | SALAMANCA | NY | 14779 | PC | SDOH PLAN IMPLEMENTATION | $50,000 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | ||||||
| 726 EXCHANGE ST SUITE 525 | BUFFALO | NY | 14210 | PC | FUND FOR THE ARTS ANNUAL CONTRIBUTION | $5,000 |
| EXPLORE BUFFALO | ||||||
| 1 SYMPHONY CIR | BUFFALO | NY | 14201 | PC | ICAP ACCOUNTABILITY | $1,250 |
| FARE SHARE OF WNY | ||||||
| 22 MARINER ST | BUFFALO | NY | 14201 | PC | TRUSTEE DISCRETIONARY: OPERATIONS | $2,500 |
| FEEDMORE | ||||||
| 100 JAMES E CASEY DR | BUFFALO | NY | 14206 | PC | GENERAL OPERATIONS | $10,000 |
| FIELD & FORK | ||||||
| 2495 MAIN ST SUITE 311 | BUFFALO | NY | 14214 | PC | GENERAL OPERATIONS | $10,000 |
| FOOD FOR THE SPIRIT | ||||||
| PO BOX 956 | NAPLES | NY | 14512 | PC | GENERAL OPERATIONS | $10,000 |
| FOOD FOR THE SPIRIT | ||||||
| PO BOX 956 | NAPLES | NY | 14512 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| FRANK LLOYD WRIGHT'S MARTIN HOUSE | ||||||
| 143 JEWETT PARKWAY | BUFFALO | NY | 14214 | PC | PRESIDENT DISCRETIONARY GRANT: EAFA GATHERING | $500 |
| GARDENS BUFFALO NIAGARA | ||||||
| 371 DELAWARE AVE | BUFFALO | NY | 14202 | PC | 2025 MAIN SPONSORSHIP | $3,000 |
| CORNELL COOPERATIVE EXTENSION CHAUTUAQUA | ||||||
| 525 FALCONER ST | JAMESTOWN | NY | 14701 | PC | ICAP IMPLEMENTATION: STAFF EXPANSION | $52,500 |
| GENESEE ORLEANS REGIONAL ARTS COUNCIL | ||||||
| 201 EAST MAIN ST | BATAVIA | NY | 14020 | PC | PRESIDENT DISCRETIONARY GRANT: OPERATIONS | $200 |
| GERARD PLACE | ||||||
| 2515 BAILEY AVE | BUFFALO | NY | 14215 | PC | ICAP IMPLEMENTATION: 25TH ANNIVERSARY OUTREACH EXPANSION PROJECT | $20,000 |
| GERARD PLACE | ||||||
| 2515 BAILEY AVE | BUFFALO | NY | 14215 | PC | ICAP IMPLEMENTATION: COMMUNICATIONS CONSULTING | $10,000 |
| GLOW OUT | ||||||
| PO BOX 1615 | BATAVIA | NY | 14021 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $2,500 |
| GLYS OF WNY | ||||||
| 741 MAIN ST | BUFFALO | NY | 14203 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| GLYS OF WNY | ||||||
| 741 MAIN ST | BUFFALO | NY | 14203 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| GOOD FOOD BUFFALO COALITION | ||||||
| 387 MASSACHUSETTS AVE | BUFFALO | NY | 14213 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| GOOD FOOD BUFFALO COALITION | ||||||
| 387 MASSACHUSETTS AVE | BUFFALO | NY | 14213 | PC | GENERAL OPERATIONS | $10,000 |
| GERARD PLACE | ||||||
| 2515 BAILEY AVE | BUFFALO | NY | 14215 | PC | ICAP IMPLEMENTATION: 25TH ANNIVERSARY INITIATIVE | $2,500 |
| EVERY PERSON INFLUENCES CHILDREN (EPIC) | ||||||
| 1021 BROADWAY ST | BUFFALO | NY | 14212 | PC | ICAP CONSULTING FEES | $15,000 |
| YWCA OF JAMESTOWN | ||||||
| 401 N MAIN ST | JAMESTOWN | NY | 14701 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| EVERY PERSON INFLUENCES CHILDREN (EPIC) | ||||||
| 1021 BROADWAY ST | BUFFALO | NY | 14212 | PC | ICAP STIPEND | $10,000 |
| CORNELL COOPERATIVE EXTENSION CHAUTUAQUA | ||||||
| 525 FALCONER ST | JAMESTOWN | NY | 14701 | PC | SITE VISIT COORDINATION | $350 |
| ERIE COUNTY RESTORATIVE JUSTICE CENTER | ||||||
| 567 HERTEL AVE | BUFFALO | NY | 14207 | PC | EQUITY AND SOCIAL JUSTICE GRANT | $5,000 |
| DAEMEN UNIVERSITY | ||||||
| 4380 MAIN ST | AMHERST | NY | 14226 | PC | CCE REGIONAL COLLAB DATA STRATEGY DEVELOPMENT | $4,250 |
| CORNELL COOPERATIVE EXTENSION CHAUTUAQUA | ||||||
| 525 FALCONER ST | JAMESTOWN | NY | 14701 | PC | ICAP CONSULTING FEES | $5,000 |
| CORNELL COOPERATIVE EXTENSION OF NIAGARA | ||||||
| 4487 LAKE AVE | LOCKPORT | NY | 14094 | PC | GENERAL OPERATIONS | $10,000 |
| CREATE A HEALTHIER NIAGARA FALLS COLLABORATIVE | ||||||
| 1702 PINE AVE SUITE 104 | NIAGARA FALLS | NY | 14301 | PC | ICAP STIPEND | $10,000 |
| CORNELL COOPERATIVE EXTENSION OF NIAGARA | ||||||
| 4487 LAKE AVE | LOCKPORT | NY | 14094 | PC | CCE REGIONAL COLLAB GRANT CONSULTANT SUPPORT | $21,000 |
| CORNELL COOPERATIVE EXTENSION OF NIAGARA | ||||||
| 4487 LAKE AVE | LOCKPORT | NY | 14094 | PC | SITE VISIT COORDINATION | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,219,199 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EVERY PERSON INFLUENCES CHILDREN (EPIC) | ||||||
| 1021 BROADWAY ST | BUFFALO | NY | 14212 | PC | ICAP CONSULTING FEES | $3,000 |
| CORNELL COOPERATIVE EXTENSION CHAUTUAQUA | ||||||
| 525 FALCONER ST | JAMESTOWN | NY | 14701 | PC | ICAP IMPLEMENTATION: STAFF EXPANSION | $90,000 |
| PARTNERSHIP FOR THE PUBLIC GOOD | ||||||
| 617 MAIN ST | BUFFALO | NY | 14203 | PC | ICAP CONSUTLING FEES | $9,000 |
| PARTNERSHIP FOR THE PUBLIC GOOD | ||||||
| 617 MAIN ST | BUFFALO | NY | 14203 | PC | ICAP STIPEND | $10,000 |
| INFINITY VISUAL AND PERFORMING ARTS INC | ||||||
| 301 EAST SECOND ST SUITE 101 | JAMESTOWN | NY | 14701 | PC | ICAP IMPLEMENTATION: BUILDING STAFF CAPACITY | $22,500 |
| BIG BIG TABLE | ||||||
| 272 HUDSON ST | BUFFALO | NY | 14201 | PC | ICAP CONSULTING FEES | $1,500 |
| JAMESTOWN FARMERS MARKET | ||||||
| 410 N MAIN ST | JAMESTOWN | NY | 14701 | PC | ICAP CONSULTING FEES | $2,000 |
| ROOTED IN LOVE | ||||||
| 670 RILEY ST | BUFFALO | NY | 14221 | PC | ICAP STIPEND | $10,000 |
| CHAUTAUQUA COUNTY CHAMBER OF COMMERCE | ||||||
| 300 N MAIN ST | JAMESTOWN | NY | 14701 | PC | ICAP CONSULTING FEES | $1,500 |
| CHAUTAUQUA COUNTY CHAMBER OF COMMERCE | ||||||
| 300 N MAIN ST | JAMESTOWN | NY | 14701 | PC | ICAP STIPEND | $10,000 |
| CATTARAUGUS-ALLEGANY-ERIE-WYOMING BOCES | ||||||
| 1825 WINDFALL ROAD | OLEAN | NY | 14760 | PC | SPROUTING KNOWLEDGE FARM | $50,000 |
| CANTICLE FARM | ||||||
| 115 E MAIN ST | ALLEGANY | NY | 14706 | PC | ICAP CONSULTING FEES | $2,000 |
| CREATE A HEALTHIER NIAGARA FALLS COLLABORATIVE | ||||||
| 1702 PINE AVE SUITE 104 | NIAGARA FALLS | NY | 14301 | PC | ICAP CONSULTING FEES / OPERATIONAL SUPPORT | $20,000 |
| ROOTED IN LOVE | ||||||
| 670 RILEY ST | BUFFALO | NY | 14221 | PC | ICAP CONSULTING FEES | $20,000 |
| RESOURCE COUNCIL OF WNY | ||||||
| 347 E FERRY ST | BUFFALO | NY | 14208 | PC | ICAP CONSULTING FEES | $10,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVE | BUFFALO | NY | 14209 | PC | EXECUTIVE DIRECTOR DISCRETIONARY GRANT: SOCIAL JUSTICE & EQUITY RESILIENCE CIRCLES | $7,500 |
| ORLEANS COUNTY CORNELL COOPERATIVE EXTENSION | ||||||
| 12690 NY-31 | ALBION | NY | 14411 | PC | ICAP CONSULTING FEES | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $270,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,830 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $431,624 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,249 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $434,205 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $434,205 | 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 | $45,101 | 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 | $11,206 | Amt |
| Net Investment Income | $2,802 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,404 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6279 SHS - ISHARES CORE S&P MID ETF | $1,564,655 | $1,564,655 |
| 28178 SHS - ISHARES CORE MSCI ETF EAFE ETF | $2,131,666 | $2,131,666 |
| 21821 SHS - ISHARES RUSSELL ETF MIDCAP | $1,607,823 | $1,607,823 |
| 9951 SHS - ISHARES ETF US REAL ESTATE | $916,328 | $916,328 |
| 7929 SHS - VANGUARD SMALL CAP ETF | $339,721 | $339,721 |
| 46788 SHS - VANGUARD TOTAL STOCK MARKET ETF | $12,729,490 | $12,729,490 |
| 23959 SHS - ISHARES CORE MSCI ETF EMERGING MARKETS ETC IEMG | $1,308,826 | $1,308,826 |
| 12517 SHS - VANGUARD FTSE ETF DEVELOPED MARKETS ETF | $630,241 | $630,241 |
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 | $710,485 | $710,485 |
| LAUNCHNY LP FUND | AT COST | $96,703 | $96,703 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,420 | $0 | $4,420 |
| WEBSITE | $505 | $0 | $505 |
| PAYROLL SERVICE FEE & BANK FEES | $7,687 | $0 | $7,687 |
| DUES & SUBSCRIPTIONS | $289 | $0 | $289 |
| SUPPLIES | $544 | $0 | $544 |
| POSTAGE | $181 | $0 | $181 |
| PROFESSIONAL DEVELOPMENT | $1,550 | $0 | $1,550 |
| TELEPHONE | $1,544 | $0 | $1,544 |
| COMPUTER EXPENSE | $1,007 | $0 | $1,007 |
| MISCELLANEOUS | $724 | $0 | $725 |
| EMPLOYEE BENEFITS OPT OUT | $7,200 | $0 | $7,200 |
| MEMBER IMMERSION | $1,506 | $0 | $1,506 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $820,696 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $39,974 | $39,974 | $0 |
| P&A RETIREMENT FEES | $4,135 | $1,034 | $3,101 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $775 | $0 | $775 |
| ESTIMATED TAXES | $7,238 | $0 | $7,238 |
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