BETA

W H GREENE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
W H GREENE FOUNDATION (EIN 33-1049504)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-14
IRS object ID
202141349349100034
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T10:36:07-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161600045PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SZYMKOWIAK & ASSOCIATES CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16325 MAIN STREET SUITE 100AddressLine1Txt
CityWILLIAMSVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331049504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WH GREENE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHGRBusinessNameControlTxt
Phone7168051090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 QUAKER ROADAddressLine1Txt
CityEAST AURORACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14052ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM H GREENE IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7168051090PhoneNum
Signature2021-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastGREENE IIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIA T SCAROZZAPreparerPersonNm
PTINP01240837PTIN
Phone7166262626PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,084,014FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,947,342ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10,978InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,978InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$42,097DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,097DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,571NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$110,472GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,571CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,010,988TotalRevAndExpnssAmt
Total Net Invst Incm$63,646TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,125AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,125AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$312TaxesRevAndExpnssAmt
Taxes Net Invst Incm$312TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$19,245OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,995OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,807TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,432TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,375TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$371,097ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$371,097ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$392,904TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,432TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$372,472TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,618,084ExcessRevenueOverExpensesAmt
Net Investment Income$43,214NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$798,196CashBOYAmt
Cash EOY$428,354CashEOYAmt
Cash EOYFMV$428,354CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,150,865SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,105,425SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,105,425SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,569,926OtherInvestmentsBOYAmt
Other Investments EOY$2,606,736OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,550,235OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,518,987TotalAssetsBOYAmt
Total Assets EOY$7,140,515TotalAssetsEOYAmt
Total Assets EOYFMV$8,084,014TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,398,175CapitalStockBOYAmt
Capital Stock EOY$1,398,175CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,120,812RetainedEarningBOYAmt
Retained Earning EOY$5,742,340RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,518,987TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,140,515TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,518,987TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,140,515TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,518,987TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,618,084ExcessRevenueOverExpensesAmt
Other Increases$3,444OtherIncreasesAmt
Subtotal$7,140,515SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,140,515TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUTNAME ULT S/DUR INC Y2018-08-152020-02-24$100,000$99,901$99$99
CAPITAL GAINS DIVIDENDS$10,472$10,472$10,472P
FieldValueIRS element (for citing)
Capital Gain Net Income$10,571CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$601InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$601SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$601TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$614TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTERRENCE G GREENEIndividualWithBooksNm
Phone7168051090PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1400 QUAKER ROADAddressLine1Txt
CityEAST AURORACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14052ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM H GREENE III
33 ORCHARD TERRACEORCHARD PARKNY14127PRESIDENT & TRUSTEE3.00$0$0$0
MARY JANE GREENE
33 ORCHARD TERRACEORCHARD PARKNY14127SECRETARY & TRUSTEE0.01$0$0$0
TERRENCE G GREENE
3443 S CREEK RDHAMBURGNY14075TREASURER & TRUSTEE2.00$0$0$0
JENNIFER L GREENE
15 WINTERHALL DRORCHARD PARKNY14127TRUSTEE1.00$0$0$0
KRISTIE A GREENE
2311 W MORRISON AVENUE UNIT 15TAMPAFL33629TRUSTEE0.01$0$0$0
CAITLIN E GREENE
145 CHAUNCEY LANEORCHARD PARKNY14127TRUSTEE0.01$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,415,821AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,949,098AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,364,919TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,364,919AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$95,474CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,269,445NetVlNoncharitableAssetsAmt
Minimum Investment Return$313,472MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$313,472MinimumInvestmentReturnAmt
Tax Based On Investment Income$601TaxBasedOnInvestmentIncomeAmt
Total Tax$601TotalTaxAmt
Distributable Before Adj$312,871DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$312,871DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$312,871DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$372,472ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$372,472QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$372,472AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$312,871DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$15,281ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$412ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$15,693TotalExcessDistributionCyovAmt
Qualifying Distributions$372,472QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$312,871AppliedToCurrentYearAmt
Remaining Distri From Corpus$59,601RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$75,294TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$75,294ExcessDistriCyovToNextYrAmt
Excess From Year3$15,281ExcessFromYear3Amt
Excess From Year2$412ExcessFromYear2Amt
Excess From Current Year$59,601ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM H GREENE III CO WH GREENE ARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1400 QUAKER ROADAddressLine1Txt
CityEAST AURORACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14052ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7168051090RecipientPhoneNum
Recipient Email AddressBGREENE@WHGREENE.COMRecipientEmailAddressTxt
Form And Info And MaterialsNO SPECIFIC FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAPPROVAL OF AWARDS REQUIRES MAJORITY VOTE OF THE TRUSTEESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN LUNG ASSOCIATION
2564 WALDEN AVEBUFFALONY14225NONEPUBLIC CHARITYGENERAL$1,000
BALLERS FOR JESUS
4716 WHISPERING WIND AVETAMPAFL33614NONEPUBLIC CHARITYGENERAL$2,000
BETTER PARKS BUFFALO INC
424 MAIN ST SUITE 1600BUFFALONY14202NONEPUBLIC CHARITYGENERAL$25,000
BISON CHILDREN'S SCHOLARSHIP FUND
PO BOX 1134BUFFALONY14205NONEPUBLIC CHARITYGENERAL$3,500
BUFFALO CITY MISSION
100 EAST TUPPERBUFFALONY14203NONEPUBLIC CHARITYGENERAL$10,000
CATHOLIC CHARITIES OF BUFFALO
525 WASHINGTON STBUFFALONY14203NONEPUBLIC CHARITYGENERAL$37,000
CHURCHES IN ACTION
177 MAIN STHAMBURGNY14075NONEPUBLIC CHARITYGENERAL$1,500
COMMUNITY HEALTH - LOYOLA
2611 W CHICAGO AVECHICAGOIL60662NONEPUBLIC CHARITYGENERAL$2,000
CONESUS FEST FOR CHARITY INC
PO BOX 400BUFFALONY14205NONEPUBLIC CHARITYGENERAL$1,000
DUNKIRK CONFERENCE CENTER
3602 EAST LAKE ROADDUNKIRKNY14048NONEPUBLIC CHARITYGENERAL$1,000
FRIENDS OF THE NIGHT PEOPLE
394 HUDSON STBUFFALONY14201NONEPUBLIC CHARITYGENERAL$35,000
GIRLS EDUCATION COLLABORATIVE
640 ELLICOTT STBUFFALONY14203NONEPUBLIC CHARITYGENERAL$2,500
HAMBURG ALUMNI PROGRAM
PO BOX 174HAMBURGNY14075NONEPUBLIC CHARITYGENERAL$300
HAND IN HAND FOR HAITI
100 UNITED NATIONS PLAZA SUITE 43DNEW YORKNY10017NONEPUBLIC CHARITYGENERAL$5,000
HARVEST HOUSE
1782 SENECA STBUFFALONY14210NONEPUBLIC CHARITYGENERAL$2,500
IRISH CLASSICAL THEATER
625 MAIN STBUFFALONY14203NONEPUBLIC CHARITYGENERAL$1,000
KATHLEEN MARY HOUSE
PO BOX 2142BLASDELLNY14219NONEPUBLIC CHARITYGENERAL$2,000
MADONNA OF THE STREETS INC DBA ST LUKE'S MISSION OF MERCY
PO BOX 448BUFFALONY14215NONEPUBLIC CHARITYGENERAL$20,000
MISERICORDIA HEART OF MERCY
6300 NORTH RIDGE AVECHICAGOIL60660NONEPUBLIC CHARITYGENERAL$15,000
NATIONAL CHILD SAFETY COUNCIL
PO BOX 16259ROCHESTERNY16259NONEPUBLIC CHARITYGENERAL$500
NATIVITY OF OUR LORD SCHOOL
4414 SOUTH BUFFALO STORCHARD PARKNY14127NONEPUBLIC CHARITYGENERAL$3,000
OLV CHARITIES
780 RIDGE RDLACKAWANNANY14218NONEPUBLIC CHARITYGENERAL$25,000
ORCHARD PARK POLICE FOUNDATION
PO BOX 484ORCHARD PARKNY14127NONEPUBLIC CHARITYGENERAL$5,000
OUR LITTLE ROSES FOREIGN MISSION SOCIETY
PO BOX 530947MIAMA SHORESFL33153NONEPUBLIC CHARITYGENERAL$5,000
PUNT FOUNDATION
640 ELLICOTT ST SUITE 461BUFFALONY14203NONEPUBLIC CHARITYGENERAL$2,500
RESPONSE FOR LOVE CENTER
130 KOSCIUSZKO STBUFFALONY14212NONEPUBLIC CHARITYGENERAL$10,000
RETIREMENT FUND FOR RELIGIOUS
795 MAIN STBUFFALONY14203NONEPUBLIC CHARITYGENERAL$5,000
ROSWELL PARK ALLIANCE FOUNDATION
ELM AND CARLTON STSBUFFALONY14263NONEPUBLIC CHARITYGENERAL$25,000
SMART
28 S SHORE BLVDLACKAWANNANY14218NONEPUBLIC CHARITYGENERAL$2,000
ST BONAVENTURE UNIVERSITY
3261 W STATE RDST BONAVENTURENY14778NONEPUBLIC CHARITYGENERAL$17,500
ST FRANCIS HIGH SCHOOL
4129 LAKE SHORE ROADATHOL SPRINGSNY14010NONEPUBLIC CHARITYGENERAL$53,500
ST VINCENT DE PAUL SOCIETY
4737 LAKE SHORE RDHAMBURGNY14075NONEPUBLIC CHARITYGENERAL$2,500
ST JOHN PAUL II-MATTHEO 25 - SAINT JOHN PAUL II PARISH
2052 LAKEVIEW RDBUFFALONY14085NONEPUBLIC CHARITYGENERAL$1,000
STOREHOUSE MISSION
53 HILLSBORO DRORCHARD PARKNY14127NONEPUBLIC CHARITYGENERAL$1,500
THE HOSPICE FOUNDATION
225 COMO PARK BLVDCHEEKTOWAGANY14227NONEPUBLIC CHARITYGENERAL$3,025
THE SUMMIT CENTER
150 STAHL RDGETZVILLENY14068NONEPUBLIC CHARITYGENERAL$1,000
VARIETY CLUB TELETHON
193 DELEWARE AVEBUFFALONY14202NONEPUBLIC CHARITYGENERAL$5,772
WNY UNITED AGAINST DRUG & ALCOHOL ABUSE
1067 HARLEM ROADCHEEKTOWAGANY14227NONEPUBLIC CHARITYGENERAL$10,000
WOMEN'S AND CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION
1028 MAIN ST FL 4BUFFALONY14202NONEPUBLIC CHARITYGENERAL$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$371,097TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,978ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,097ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,571ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$63,646ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,646TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
WH GREENE & ASSOCIATES INC
1400 QUAKER ROADEAST AURORANY14052$950,000Yes (X)
WILLIAM H GREENE III
233 ORCHARD TERRACEORCHARD PARKNY14127$993,600Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,250Amt
Net Investment Income$1,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,125DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (22 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CIGNA STOCKAT COST$525,659$770,266
INVESTMENT CASH ACCOUNTAT COST$65,927$65,927
ARK INNOVATION ETFAT COST$79,239$192,960
ETF MANAGERS ETFMG PRIME MOBILE PAYMENTS ETFAT COST$88,680$133,040
GOLDMAN SACHS ACTIVEBETA US LARGE CAP EQUITY ETFAT COST$53,277$75,690
INVESCO GLOBAL SHORT TERM HIGH YIELD BOND ETFAT COST$44,753$40,411
INVESCO QQQ ETFAT COST$139,829$288,641
ISHARES CORE US AGGREGATE BOND ETFAT COST$97,322$106,371
ISHARES MSCI EAFE ETFAT COST$63,876$78,432
ISHARES MSCI EMERGING MARKETS ETFAT COST$57,992$74,663
ISHARES RUSSELL 2000 ETFAT COST$88,439$121,557
ISHARES S&P SMALL CAP 600 VALUE ETFAT COST$24,204$27,645
PIMCO INCOME CL I2AT COST$114,699$115,457
PIMCO BROAD US TIPS INDEX ETFAT COST$45,006$51,051
PROSHARES TRUST S&P 500 DIV ARISTOCRATS ARISTOCRATS ETFAT COST$104,247$129,805
PUTNAM ULTRA SHORT DURATION INCOME CL Y RAT COST$270,044$271,133
SPDR DOW JONES INDUSTRIAL AVERAGE ETFAT COST$74,189$114,671
SPDR S&P 500 ETFAT COST$205,089$284,149
T ROWE PRICE CAP APPREC INVESTOR CLAT COST$172,511$187,076
VANGUARD LONG TERMCORP BOND ETFAT COST$40,572$49,982
VANGUARD S&P 500 INDEX ETFAT COST$196,968$312,758
VANGUARD TOTAL INTL BOND INDEX ETFAT COST$54,214$58,550

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$18,860$18,860$0
NEW YORK STATE FILING FEE$250$0$250
BANK FEES$135$135$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCEDesc
Amt$3,444Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
WH GREENE ASSOCIATES INC
400 QUAKER ROADEAST AURORANY14052
WILLIAM H GREENE III
33 ORCHARD TERRACEORCHARD PARKNY14127

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$312Amt
Net Investment Income$312NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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