THE FRANK G RAICHLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE FRANK G RAICHLE FOUNDATION (EIN 11-2654942)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-02-23
- IRS object ID
- 202140549349100604
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-23T12:54:01-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043728817 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRONCONI SEGARRA & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8321 MAIN STREET | AddressLine1Txt |
| City | WILLIAMSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112654942 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANK G RAICHLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 7168772039 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 MIDDLESEX ROAD | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142163618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH L HALPERN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7168772039 | PhoneNum |
| Signature | 2021-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RALPH | PersonFirstNm |
| Person Last | HALPERN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM P OHAR CPA | PreparerPersonNm |
| PTIN | P00844640 | PTIN |
| Phone | 7166331373 | PhoneNum |
| Preparation | 2021-02-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $1,849,933 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,320 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,090 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $78,870 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,870 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,592 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $148 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $148 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $148 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,187 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,448 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,317 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,722 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,104 | CashBOYAmt |
| Cash EOY | $6,010 | CashEOYAmt |
| Cash EOYFMV | $6,010 | CashEOYFMVAmt |
| Corporate Stock BOY | $428,315 | CorporateStockBOYAmt |
| Corporate Stock EOY | $421,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,843,923 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $438,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $427,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,849,933 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $438,419 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $427,094 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $438,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $427,094 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $438,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $427,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $438,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,317 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $427,102 | SubtotalAmt |
| Other Decreases | $8 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $427,094 | 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 |
|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | P | 1996-08-14 | 2020-12-01 | $5,052 | $554 | $4,498 | $4,498 |
| AON PLC | P | 1994-02-22 | 2020-12-01 | $4,979 | $1,178 | $3,801 | $3,801 |
| JOHNSON & JOHNSON | P | 2020-08-02 | 2020-12-01 | $5,262 | $641 | $4,621 | $4,621 |
| KIMBERLY CLARK CORP | P | 1996-08-14 | 2020-12-01 | $5,013 | $1,341 | $3,672 | $3,672 |
| MR COOPER GROUP INC | P | 1994-06-02 | 2020-12-01 | $99 | $99 | $99 | |
| MR COOPER GROUP INC | P | 1994-06-02 | 2020-12-01 | $104 | $104 | $104 | |
| MR COOPER GROUP INC | P | 1994-06-02 | 2020-12-01 | $230 | $230 | $230 | |
| NORTHERN TRUST CORP | P | 1995-03-13 | 2020-12-01 | $5,002 | $482 | $4,520 | $4,520 |
| OCCIDENTAL PETROL CO | P | 1995-03-13 | 2020-12-01 | $461 | $1,343 | -$882 | -$882 |
| PFIZER INC | P | 1994-02-22 | 2020-12-01 | $5,151 | $482 | $4,669 | $4,669 |
| SEMPRA ENERGY | P | 1995-10-13 | 2020-12-01 | $5,014 | $926 | $4,088 | $4,088 |
| UNION PACIFIC CORP | P | 1995-10-16 | 2020-12-01 | $4,937 | $268 | $4,669 | $4,669 |
| OCCIDENTAL PETROL 27 | P | 2020-08-03 | 2020-12-01 | $16 | $15 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,090 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,094 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,094 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,094 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,094 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | RALPH L HALPERN | IndividualWithBooksNm |
| Phone | 7168772039 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 MIDDLESEX RD | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142163618 | 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 (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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RALPH L HALPERN | |||||||||||||
| 88 MIDDLESEX RD | BUFFALO | NY | 142163618 | PRESIDENT/TREASURER | 0.60 | $0 | $0 | $0 | |||||
| ERIC B HSALPERN | |||||||||||||
| VICE PRESIDENT | 0.20 | $0 | $0 | $0 | 102 MACPHERSON AVE | TORONTO | ON | CA | M5R 1WB | ||||
| FREDICK B COHEN | |||||||||||||
| 167 WINDSOR AVE | BUFFALO | NY | 142091032 | VICE PRESIDENT | 0.20 | $0 | $0 | $0 | |||||
| BEVERLEY S BRAUN | |||||||||||||
| 63 JORDAN RD | WILLIAMSVILLE | NY | 142214409 | SECRETARY | 0.20 | $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 |
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 | $1,708,554 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,298 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,736,852 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,736,852 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,710,799 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,540 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,540 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,094 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,094 | TotalTaxAmt |
| Distributable Before Adj | $84,446 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,446 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,446 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,448 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,448 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $88,448 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $88,300 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,448 | QualifyingDistributionsAmt |
| Applied To Year1 | $88,300 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $148 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $84,298 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF BUFFALO INC | |||||||
| 282 BABCOCK STREET | BUFFALO | NY | 14210 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| BUFFALO PREP INC | |||||||
| UNIVERSITY OF BUFFALO SOUTH CAMPUS | BUFFALO | NY | 14214 | 501(C)(3) | GENERAL PURPOSE | $5,000 | 18 ACHESON ANNEX |
| CHILD AND FAMILY SERVICES FOUNDATION | |||||||
| 330 DELAWARE AVENUE | BUFFALO | NY | 14202 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| DURHAM MEMORIAL AME ZION CHURCH | |||||||
| 174 EAST EAGLE STREET | BUFFALO | NY | 14204 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| JERICHO ROAD MINISTRIES INC | |||||||
| 184 BARTON STREET | BUFFALO | NY | 14213 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| JEWISH FAMILY SERVICE OF BUFFALO AND ERIE COUNTY | |||||||
| 70 BARKER STREET | BUFFALO | NY | 14209 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| KING URBAN LIFE CENTER INC | |||||||
| 938 GENESEE STREET | BUFFALO | NY | 14211 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| THE MINORITY BAR ASSOCIATION OF WESTERN NEW YORK | |||||||
| PO BOX 211 | BUFFALO | NY | 14201 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| NEIGHBORHOOD LEGAL SERVICES INC | |||||||
| 237 MAIN STREET SUITE 400 | BUFFALO | NY | 14203 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| PARTNERSHIP FOR THE PUBLIC GOOD INC | |||||||
| 617 MAIN STREET SUITE 300 | BUFFALO | NY | 14203 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| PEOPLE UNITED FOR SUSTAINABLE HOUSING INC | |||||||
| 429 PLYMOUTH AVENUE SUITE 1 | BUFFALO | NY | 14213 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| SAY YES BUFFALO SCHOLARSHIP INC | |||||||
| 712 MAIN STREET | BUFFALO | NY | 14202 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| SEEDS OF LIVING EDUCATION INC | |||||||
| 48 CENTRAL AVENUE | HAMBURG | NY | 14075 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| TEMPLE BETH ZION | |||||||
| 700 SWEET HOME ROAD | BUFFALO | NY | 14226 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| VENTERANS ONE-STOP CENTER OF WNY INC | |||||||
| 1280 MAIN STREET SUITE 204 | BUFFALO | NY | 14209 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| WEST END COMMUNITY SERVICES INC | |||||||
| 161 VERMONT STREET | BUFFALO | NY | 14213 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| WESTMINSTER ECONOMIC DEVELOPMENT INITIATIVE INC | |||||||
| 438 GRANT STREET | BUFFALO | NY | 14213 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| ZOOLOGICAL SOCIETY OF BUFFALO FOUNDATION INC | |||||||
| 300 PARKSIDE AVENUE | BUFFALO | NY | 14214 | 501(C)(3) | GENERAL PURPOSE | $3,300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,090 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,870 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,870 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC - 1,000 SHARES | $22,256 | $28,760 |
| AMERICAN EXPRESS CO - 2,298 SHARES | $31,582 | $276,642 |
| AMERIPRISE FINL - 600 SHARES | $5,579 | $116,598 |
| AON PLC - 849 SHARES | $41,669 | $179,368 |
| AVANOS MEDICAL INC - 100 SHARES | $1,291 | $4,588 |
| CAMPBELL SOUP CO - 1,100 SHARES | $27,472 | $53,185 |
| CSX CORP - 600 SHARS | $4,637 | $54,450 |
| JOHNSON & JONSON - 728 SHARES | $12,961 | $114,573 |
| KIMERLY CLARK CORP - 764 SHARES | $28,460 | $103,010 |
| MARSH & MC LENNAN CO - 600 SHARES | $7,884 | $70,200 |
| NORTHERN TRUST CORP - 1,627 SHARES | $14,532 | $151,539 |
| PFIZER INC - 2,918 SHARES | $10,729 | $107,412 |
| SEMPRA ENERGY - SHARES882 | $20,938 | $112,376 |
| THE COCA-COLA CO - 2,000 SHARES | $35,142 | $109,680 |
| UNION PACIFIC CORP - 1,012 SHARES | $11,317 | $210,719 |
| VERISON COMMUNICATN - 363 SHARES | $12,197 | $21,326 |
| VIATRIS INC - 378 SHARES | $614 | $7,083 |
| WELLS FARGO & CO - 3,035 SHARES | $13,451 | $91,596 |
| ZIMMER BIOMET HLDGS | $13,826 | $30,818 |
| DIFFERENCE IN COST BASIS AND FMV AT TIME OF DONATION | $104,547 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS COST BASIS ADJUSTMENTS | Desc |
| Amt | $8 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PUBLICATION | $45 | $23 | $0 | $23 |
| NYS FILING FEE | $250 | $125 | $0 | $125 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2019 TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $1,592 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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