SCOTT BIELER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT BIELER FOUNDATION INC (EIN 81-2815534)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-09-08
- IRS object ID
- 202122519349100207
- Schema version
- 2020v4.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-08T06:01:00-07:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David J Fleischmann CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 Sweet Home Road Suite A | AddressLine1Txt |
| City | Amherst | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812815534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT BIELER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 7169267494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R BIELER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7169267494 | PhoneNum |
| Signature | 2021-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | BIELER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David J Fleischmann CPA | PreparerPersonNm |
| PTIN | P00940939 | PTIN |
| Phone | 7163892900 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $9,307,254 | 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 | $3,550,100 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,280 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,347,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,544 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $170,639 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,813,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,835 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $139,997 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,845 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $142,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,845 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $467,677 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $467,677 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $610,174 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,845 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $467,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,203,400 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,990 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,907 | CashBOYAmt |
| Cash EOY | $344,678 | CashEOYAmt |
| Cash EOYFMV | $344,678 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $89,428 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $655,577 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $655,577 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $3,596,322 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,796,963 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,849,176 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $846,177 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $831,377 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $857,550 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $1,429,634 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,600,273 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,600,273 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,025,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,228,868 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,307,254 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,025,468 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,228,868 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,025,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,228,868 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,025,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,228,868 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,025,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,203,400 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,228,868 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,228,868 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHED STATEMENT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-06-01 | AcquiredDt |
| Sold | 2021-04-27 | SoldDt |
| Gross Sales Price | $6,347,974 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $6,346,430 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,544 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $1,544 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,544 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,070 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,070 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,070 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,016 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,016 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,016 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,946 | OverpaymentAmt |
| Applied To ES Tax | $1,946 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STAN KICINSKI | IndividualWithBooksNm |
| Phone | 7169267052 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOTT R BIELER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| KATHRYN A LASHER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | VICE PRESDIENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| MATTHEW P LASHER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | SECRETARY/TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| STANLEY A KICINSKI | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | DIRECTOR | 1.00 | $0 | $0 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,572,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $559,634 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,472,294 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,604,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,604,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,069 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,490,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $374,525 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $374,525 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,070 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,070 | TotalTaxAmt |
| Distributable Before Adj | $373,455 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $373,455 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $373,455 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $467,677 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $467,677 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $467,677 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $373,455 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $197,101 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $209,492 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $406,593 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $467,677 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $373,455 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $94,222 | RemainingDistriFromCorpusAmt |
| Total Corpus | $500,815 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $500,815 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $197,101 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $209,492 | ExcessFromYear1Amt |
| Excess From Current Year | $94,222 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT BIELER | ContributingManagerNm |
| Shareholder Manager | SCOTT BIELER | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WNY LAND CONSERVATORY | ||||||
| PO BOX 471 | EAST AURORA | NY | 14052 | 501(C)(3) | CHARITY | $104,000 |
| MADONNA OF THE STREETS INC | ||||||
| PO BOX 448 | BUFFALO | NY | 14215 | 501(C)(3) | CHARITY | $24,477 |
| ASPIRE OF WNY | ||||||
| 4635 UNION ROAD | CHEEKTOWAGA | NY | 14222 | 501(C) (3) | CHARITY | $10,000 |
| HOSPICE FOUNDATION | ||||||
| PO BOX 590 | BUFFALO | NY | 142400590 | 501(C)(3) | CHARITY | $19,800 |
| MERCY HOSPITAL FOUNDATION | ||||||
| 565 ABBOTT ROAD | BUFFALO | NY | 14220 | 501(C)(3) | CHARITY | $114,400 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 1000 ELMWOOD AVENUE SUITE 900 | ROCHESTER | NY | 14620 | 501(c))(3) | CHARITY | $2,000 |
| ORCHARD PARK RAIL DEPOT | ||||||
| 100 LEE STREET | BUFFALO | NY | 14210 | 501(c)3 | BUILDING FUNDCHARITY | $75,000 |
| ROSWELL PARK ALLIANCE FOUNDATION | ||||||
| ELM AND CARLTON STREETS | BUFFALO | NY | 14263 | 501(C)3 | CHARITY | $110,000 |
| ST PAULS LUTHERAN CHURCH | ||||||
| 53 WEST FALLS ROAD | WEST FALLS | NY | 14170 | 501(C)3 | BUILDING FUNDSTEEPLE REPAIRCHARITY | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $467,677 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $91,280 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,544 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN CSV | Desc |
| Related Or Exempt Function Incm | $170,639 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $263,474 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $263,474 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ALL INCOME BEING GENERATED IS BEING USED TO IMPROVE THE |
| 3 | HEALTH & WELFARE OF INDIVIDUALS, TO ADVANCE BIOMEDICAL |
| 3 | RESEARCH, TO FURTHER EDUCATION & PROMOTE LAND CONSERVANCY. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 | SCOTT BIELER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,550,100 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SMOLEN BONGHI FLEISCHMANN LLP ACCOUNTING | CategoryTxt |
| Amt | $2,500 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SEE ATTACHED LISTING | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $6,347,974 | GrossSalesPriceAmt |
| Sales Expense | $6,346,430 | SalesExpenseAmt |
| Total Net | $1,544 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED AMERITRADE LISTING | BondNm |
| EOY Book Value | $831,377 | EOYBookValueAmt |
| EOYFMV | $857,550 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,796,963 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,849,176 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MASS MUTUAL WHOLE LIFE INS #9766740 | $1,414,242 | $1,574,875 | $1,574,875 |
| MASS MUTUAL POLICY 15691165 | $15,392 | $22,967 | $22,967 |
| MASS MUTUAL POLICY 15699447 | $0 | $2,431 | $2,431 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $250 | |
| INVESTMENT FEES | $15,845 | $15,845 |
| INSURANCE PREMIUMS | $123,880 | |
| BANK FEES | $22 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CSV INCREASE | Desc |
| Revenue And Expenses Per Books | $170,639 | RevenueAndExpensesPerBooksAmt |
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