THE WESTERN NEW YORK FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE WESTERN NEW YORK FOUNDATION (EIN 16-0845962)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-08-12
- IRS object ID
- 202042259349100119
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-12T15:15:25-05:00 | ReturnTs |
| Tax Period End | 2020-03-31 | 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 CPAS 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 | 2019-04-01 | 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 NO 464 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW W DORN JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7168394225 | PhoneNum |
| Signature | 2020-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS DALTON | PreparerPersonNm |
| PTIN | P00645802 | PTIN |
| Phone | 7168472651 | PhoneNum |
| Preparation | 2020-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,338,443 | 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 | $1,055,685 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $391,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $391,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $227,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $423,578 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $227,266 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,432 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,687,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $618,529 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $122,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $115,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $48,576 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $486 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $48,090 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,270 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,864 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $35,406 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $60 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $45 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,592 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,898 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,694 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,232 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,556 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $676 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,470 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,185 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,185 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,466 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,616 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,850 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $851 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $851 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,559 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,559 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $313,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $261,006 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $730,142 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $730,142 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,043,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $991,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $644,243 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $571,994 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $180,145 | CashBOYAmt |
| Cash EOY | $4,319 | CashEOYAmt |
| Cash EOYFMV | $4,319 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $103,652 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $508,057 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $508,057 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $3,720 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,720 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $17,295,211 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,272,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,272,020 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $550,327 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $550,327 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,579,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,338,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,338,443 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,571 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $2,571 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,576,437 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,338,443 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,576,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,338,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,579,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,338,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,576,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $644,243 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,220,680 | SubtotalAmt |
| Other Decreases | $2,882,237 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,338,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 800 SHARES VANGUARD TOTAL STOCK ETF | P | 2006-11-20 | 2020-03-31 | $104,895 | $55,508 | $49,387 | $49,387 |
| 500 SHARES GENESEE & WYOMING INC | P | 2019-11-14 | 2019-11-15 | $55,733 | $32,910 | $22,823 | $22,823 |
| 1500 SHARES VANGUARD TOTAL STOCK ETF | P | 2006-11-20 | 2020-01-22 | $253,704 | $104,078 | $149,626 | $149,626 |
| 55 SHARES VANGUARD TOTAL STOCK ETF | P | 2006-11-20 | 2020-01-24 | $9,246 | $3,816 | $5,430 | $5,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $227,266 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $959,665 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,482,332 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054893 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $853,858 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,194,550 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049659 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $660,214 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,327,402 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043074 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $830,852 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,812,725 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056090 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $745,220 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,522,002 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048011 | DistributionYr5Rt |
| Total Distribution | 0.251727 | TotalDistributionRt |
| Average Distribution | 0.050345 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,356,928 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $924,180 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,720 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $929,900 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $991,148 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,720 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,720 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,720 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,440 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,720 | OverpaymentAmt |
| Applied To ES Tax | $3,720 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| AMEY D MOOT | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREW W DORN | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BERNIE A TOLBERT | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TREASURER | 1.00 | $0 | $0 | $0 |
| BETH K GOSCH | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | EXECUTIVE DIRECTOR | 40.00 | $122,000 | $24,205 | $0 |
| JAMES AW MCLEOD | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER S JOHNSON | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| PAULETTE M CROOKE | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SHARON J MATHE | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHELLEY M KIMELBERG | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LIZ BUERGER | ||||||||
| 2495 MAIN STREET STE 464 | BUFFALO | NY | 14214 | TRUSTEE | 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 |
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 | $18,089,660 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $546,815 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,636,475 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,636,475 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $279,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,356,928 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $917,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $917,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,720 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,720 | TotalTaxAmt |
| Distributable Before Adj | $912,126 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $912,126 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $912,126 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $991,148 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $991,148 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,720 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $985,428 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $912,126 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $25,945 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $7,792 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $104,370 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $138,107 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $991,148 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $912,126 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,022 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $217,129 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $217,129 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,945 | ExcessFromYear4Amt |
| Excess From Year2 | $7,792 | ExcessFromYear2Amt |
| Excess From Year1 | $104,370 | ExcessFromYear1Amt |
| Excess From Current Year | $79,022 | 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 (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AFRICAN AMERICAN CULTURAL CENTER | |||||||
| 350 MASTEN AVENUE | BUFFALO | NY | 14209 | PC | TRUSTEE DISCRETIONARY GRANT: UNRESTRICTED | $2,500 | |
| AQUARIUM OF NIAGARA | |||||||
| 701 WHIRLPOOL ST | NIAGARA FALLS | NY | 14301 | PC | EVENT ROOM RENOVATION | $40,000 | |
| BOARDSOURCE | |||||||
| 750 9TH ST NW SUITE 650 | WASHINGTON | DC | 20001 | PC | BOARDSOURCE ASSESSMENTS (FIELD AND FORK, CARES, FOUNDRY) | $2,247 | |
| BOARDSOURCE | |||||||
| 750 9TH ST NW SUITE 650 | WASHINGTON | DC | 20001 | PC | BOARDSOURCE ASSESSMENTS (GERARD, RICHARDSON, WOMEN.S FOUNDATION, PLYMOUTH HOUSEICAP) | $2,996 | |
| BOARDSOURCE | |||||||
| 750 9TH ST NW SUITE 650 | WASHINGTON | DC | 20001 | PC | BOARDSOURCE ASSESSMENT-PLYMOUTH HOUSE | $749 | |
| BUFFALO & ERIE COUNTY BOTANICAL GARDENS | |||||||
| 2655 SOUTH PARK AVENUE | BUFFALO | NY | 14218 | PC | TRUSTEE DISCRETIONARY GRANT: SEEDS | $5,000 | |
| BUFFALO ARTS STUDIO | |||||||
| 2495 MAIN STREET STE 500 | BUFFALO | NY | 14214 | PC | FACILITY UPGRADES | $32,055 | |
| BUFFALO PEACE HOUSE | |||||||
| PO BOX 370 | ATHOL SPRINGS | NY | 14010 | PC | TRANSITION AND SUCCESSION INITIATIVE | $27,000 | |
| BUFFALO URBAN LEAGUE | |||||||
| 15 E GENESEE STREET | BUFFALO | NY | 14203 | PC | TRUSTEE DISCRETIONARY GRANT: UNRESTRICTED | $750 | |
| BURCHFIELD-PENNEY ART CENTER | |||||||
| 1300 ELMWOOD AVENUE | BUFFALO | NY | 14222 | PC | ENHANCING ENGAGEMENT THROUGH TECHNOLOGY | $27,000 | |
| CAROUSEL SOCIETY OF THE NIAGARA FRONTIER | |||||||
| PO BOX 672 180 THOMPSON ST | NORTH TONAWANDA | NY | 14120 | PC | CODING OUTREACH PROGRAM EXPANSION | $8,550 | |
| CCNY INC | |||||||
| 567 EXCHANGE STREET | BUFFALO | NY | 14210 | PC | WNYNSG CGR REPORT | $145 | |
| CHAUTAUQUA CHILDREN'S SAFETY EDUCATION | |||||||
| 2695 ROUTE 394 | ASHVILLE | NY | 14710 | PC | MARKETING INITIATIVE AND SIMILATOR | $25,760 | |
| CHW NETWORK OF BUFFALO | |||||||
| 515 MAIN STREET | BUFFALO | NY | 14203 | PC | WNYNSG NONPROFIT LEADER FOCUS GROUP EXPENSES | $702 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | EAST SIDE CORRIDORS INITIATIVE PAYMENT 1 OF 5 | $20,000 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| LARKIN BUILDING AT EXCHANGE 726 | BUFFALO | NY | 14210 | PC | EMERGENCY RELIEF FUND | $50,000 | EXCHANGE SUITE 525 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| LARKIN BUILDING AT EXCHANGE 726 | BUFFALO | NY | 14210 | PC | FUND FOR THE ARTS | $10,000 | EXCHANGE SUITE 525 |
| COMMUNITY MISSIONS | |||||||
| 1570 BUFFALO AVENUE | NIAGARA FALLS | NY | 14303 | PC | EMERGENCY RELIEF FUND | $10,000 | |
| COMMUNITY MUSIC SCHOOL OF BUFFALO | |||||||
| 415 ELMWOOD AVENUE | BUFFALO | NY | 14222 | PC | EAST SIDE RELOCATION | $35,000 | |
| CONSUMER CREDIT COUNSELING SERVICE | |||||||
| 40 GARDENVILLE PARKWAY SUITE 300 | WEST SENECA | NY | 14224 | PC | LEADERSHIP DEVELOPMENT STRATEGIC INITIATIVE | $20,550 | |
| COUNCIL ON ADDICTION RECOVERY SERVICES | |||||||
| PO BOX 567 201 SOUTH UNION ST | OLEAN | NY | 14760 | PC | ICAP STIPEND | $10,000 | |
| CRADLE BEACH CAMP | |||||||
| 8038 OLD LAKESHORE ROAD | ANGOLA | NY | 14006 | PC | RECRUITMENT ENGAGEMENT CONSULTANT | $6,000 | |
| EXPLORE & MORE CHILDREN'S MUSEUM | |||||||
| 130 MAIN ST | BUFFALO | NY | 14202 | PC | PRESIDENT DISCRETIONARY GRANT: UNRESTRICTED | $1,000 | |
| EXPLORE & MORE CHILDREN'S MUSEUM | |||||||
| 130 MAIN ST | BUFFALO | NY | 14202 | PC | ICAP STIPEND | $10,000 | |
| EXPLORE & MORE CHILDREN'S MUSEUM | |||||||
| 130 MAIN ST | BUFFALO | NY | 14202 | PC | CULTURAL PROGRAM COORDINATOR (PAYMENT 2 OF 2) | $15,000 | |
| FAMILY HELP CENTER | |||||||
| 60 DINGENS STREET | BUFFALO | NY | 14206 | PC | EMERGENCY RELIEF FUND | $10,000 | |
| FIELD & FORK NETWORK | |||||||
| 487 MAIN ST 200 | BUFFALO | NY | 14203 | PC | ICAP STIPEND | $10,000 | |
| FOOD BANK OF WESTERN NEW YORK | |||||||
| 91 HOLT STREET | BUFFALO | NY | 14206 | PC | TECHNOLOGY IMPROVEMENT PLAN | $58,330 | |
| GERARD PLACE | |||||||
| 2515 BAILEY AVENUE | BUFFALO | NY | 14215 | PC | ICAP STIPEND | $10,000 | |
| GERARD PLACE | |||||||
| 2515 BAILEY AVENUE | BUFFALO | NY | 14215 | PC | EMERGENCY RELIEF GRANT | $10,000 | |
| GRASSROOTS GARDENS WNY | |||||||
| 389 BROADWAY AVENUE | BUFFALO | NY | 14204 | PC | TRUSTEE'S DISCRTIONARY GRANT: LEGAL DEFENSE FUND | $5,000 | |
| HOMESPACE CORP | |||||||
| P O BOX 462 | BUFFALO | NY | 14209 | PC | PRESIDENTS'S DISCRETIONARY: FUND DEVELOPMENT TRAINING | $1,500 | |
| JERICHO ROAD COMMUNITY HEALTH CENTER | |||||||
| 184 BARTON STREET | BUFFALO | NY | 14213 | PC | PRESIDENT'S DISCRETIONARY: VIVE FOOD & SHELTER | $5,000 | |
| LITERACY VOLUNTEERS BUFFALO-NIAGARA | |||||||
| 1 LAFAYETTE SQUARE 2ND FLOOR | BUFFALO | NY | 14203 | PC | IT IMPROVEMENTS | $15,000 | |
| LOCUST STREET NEIGHBORHOOD ART CLASSES | |||||||
| 138 LOCUST STREET | BUFFALO | NY | 142041246 | PC | TRUSTEE DISCTRETINARY GRANT: TOOLS AND EQUIPMENT | $7,000 | |
| MASSACHUSETTS AVENUE PROJECT | |||||||
| 387 MASSACHUSETTS AVE | BUFFALO | NY | 14213 | PC | EMERGENCY RELIEF FUND | $10,000 | |
| NATIONAL FEDERATION FOR JUST COMMUNITIES | |||||||
| 360 DELAWARE AVENUE SUITE 106 | BUFFALO | NY | 14202 | PC | TRUSTEE DISCRETIONARY GRANT: SUCCESSION PLANNING | $5,000 | |
| NY FUNDERS ALLIANCE | |||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | ANNUAL CONTRIBUTION (2020) | $2,000 | |
| OLEAN-BRADFORD AREA YMCA | |||||||
| 1101 WAYNE STREET | OLEAN | NY | 14760 | PC | EMERGENCY RELIEF GRANT | $10,000 | |
| PUSH | |||||||
| 429 PLYMOUTH AVENUE SUITE 1 | BUFFALO | NY | 14213 | PC | EMERGENCY RELIEF GRANT | $10,000 | |
| PATTERSON LIBRARY | |||||||
| 40 SOUTH PORTAGE STREET | WESTFIELD | NY | 14787 | PC | 2001 PATTERSON LIBRARY MULTI-YEAR GRANT | $5,000 | |
| PEACE OF THE CITY | |||||||
| PO BOX 750 | BUFFALO | NY | 14213 | PC | PRESIDENT'S DISCRETIONARY GRANT: UNRESTRICTED | $1,000 | |
| PEACE OF THE CITY | |||||||
| PO BOX 750 | BUFFALO | NY | 14213 | PC | EMERGENCY RELIEF GRANT | $10,000 | |
| PINNACLE COMMUNITY SERVICES | |||||||
| 1522 MAIN STREET | NIAGARA FALLS | NY | 14305 | PC | TECHNOLOGY SUSTAINABILITY AND BUILDING PLAN | $33,308 | |
| RICHARDSON CENTER CORPORATION | |||||||
| 444 FOREST AVENUE | BUFFALO | NY | 14213 | PC | ICAP STIPEND | $10,000 | |
| RURAL OUTREACH CENTER | |||||||
| PO BOX 447 | EAST AURORA | NY | 14052 | PC | EMERGENCY RELIEF FUND | $10,000 | |
| SABAH | |||||||
| 2607 NIAGARA STREET | BUFFALO | NY | 14207 | PC | TRUSTEE DISCRETIONARY GRANT: STRATEGIC PLANNING | $1,500 | |
| SENECA STREET CDC | |||||||
| 1218 SENECA STREET | BUFFALO | NY | 14210 | PC | EMERGENCY RELIEF GRANT | $10,000 | |
| SHEA'S PERFORMING ARTS CENTER | |||||||
| PO BOX 1130 | BUFFALO | NY | 14205 | PC | TRUSTEE DISCRETIONARY GRANT: ALL FOR ONE, INC. PRODUCTION | $5,000 | |
| THE FOUNDRY | |||||||
| 298 NORTHAMPTON ST | BUFFALO | NY | 14208 | PC | ICAP STIPEND | $10,000 | |
| UB FOUNDATION | |||||||
| 319 JOHN LORD OBRIAN HALL | BUFFALO | NY | 142601100 | PC | 2019 MOOT EVIDENCE AWARD | $1,000 | |
| UNITED CHURCH HOMEPLYMOUTH CROSSROADS | |||||||
| PLYMOUTH CROSSROADS 5522 BROADWAY | LANCASTER | NY | 14086 | PC | PRESIDENT'S DISCRETIONARY GRANT: ICAP STIPEND | $4,000 | ST |
| UNITED CHURCH HOMEPLYMOUTH CROSSROADS | |||||||
| PLYMOUTH CROSSROADS 5522 BROADWAY | LANCASTER | NY | 14086 | PC | TRUSTEE DISCRETIONARY GRANT: ICAP STIPEND | $6,000 | ST |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: YAWNY AND PEACEPRINTS | $2,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: FIELD & FORK, FOUNDRY, CARES | $4,500 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP EXPLORE&MORE | $15,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | RICHARDSON CAMPUS CENTER | $10,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | GERARD PLACE | $10,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | PLYMOUTH HOUSE | $10,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | WNY WOMEN'S FOUNDATION | $10,000 | |
| WEST SIDE COMMUNITY SERVICES | |||||||
| 161 VERMONT STREET | BUFFALO | NY | 14075 | PC | EMERGENCY RELIEF GRANT | $10,000 | |
| WNY WOMEN'S FOUNDATION | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP STIPEND | $10,000 | |
| WYOMING COUNTY COMMUNITY ACTION INC | |||||||
| 6470 ROUTE 20A SUITE 1 | PERRY | NY | 14530 | PC | EMERGENCY RELIEF FUND | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $730,142 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CENTER FOR EXPLORATORY AND PERCEPTUAL ARTS INC | |||||||
| 617 MAIN ST 201 | BUFFALO | NY | 14203 | PC | EDUCATION/OUTREACH SPECIALIST | $20,000 | |
| CHAUTAUQUA CHILDREN'S SAFETY EDUCATION | |||||||
| 2695 ROUTE 394 | ASHVILLE | NY | 14710 | PC | MARKETING INITIATIVE AND SIMILATOR | $12,000 | |
| CHAUTAUQUA STRIDERS | |||||||
| 301 E 2ND ST SUITE 102 | JAMESTOWN | NY | 14701 | PC | IMPACT CAPACITY ASSESSMENT PROGRAM (ICAP) | $15,000 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| LARKIN BUILDING AT EXCHANGE 726 | BUFFALO | NY | 14210 | PC | EMERGENCY RELIEF FUND | $50,000 | EXCHANGE SUITE 525 |
| COMMUNITY MISSIONS OF NIAGARA FRONTIER INC | |||||||
| 1570 BUFFALO AVE | NIAGARA FALLS | NY | 14303 | PC | TECHNOLOGY ENHANCEMENTS TO BETTER SERVE FAMILIES IN-NEED | $25,000 | |
| CORNELL COOPERATIVE EXTENSION OF NIAGARA COUNTY | |||||||
| 4487 LAKE AVENUE | LOCKPORT | NY | 14094 | PC | IMPACT CAPACITY ASSESSMENT PROGRAM (ICAP) | $15,000 | |
| CRADLE BEACH CAMP | |||||||
| 8038 OLD LAKESHORE ROAD | ANGOLA | NY | 14006 | PC | RECRUITMENT ENGAGEMENT CONSULTANT | $144,000 | |
| GRASSROOTS GARDENS OF WNY | |||||||
| 389 BROADWAY | BUFFALO | NY | 14204 | PC | FUNDRAISING AND FRIENDRAISING TO CELEBRATE 25 YEARS | $10,000 | |
| NY FUNDERS ALLIANCE | |||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | WNYNSG | $10,000 | |
| PEACE OF THE CITY | |||||||
| 370 NORMAL AVE | BUFFALO | NY | 14213 | PC | HUMAN RESOURCES CAPACITY | $20,000 | |
| PREVENTION FOCUS | |||||||
| 69 LINWOOD AVE | BUFFALO | NY | 14209 | PC | CURRICULUM DEVELOPMENT | $10,000 | |
| SENECA STREET | |||||||
| 1218 SENECA STREET | BUFFALO | NY | 14210 | PC | IMPACT CAPACITY ASSESSMENT PROGRAM (ICAP) | $15,000 | |
| SHAKESPEARE IN DELAWARE PARK | |||||||
| PO BOX 716 | BUFFALO | NY | 14205 | PC | TECHNOLOGY UPGRADE | $5,000 | |
| TORN SPACE THEATER | |||||||
| 612 FILMORE AVE | BUFFALO | NY | 14212 | PC | DEVELOPMENT CONSULTANT | $40,000 | |
| UJIMA COMPANY INC | |||||||
| 429 PLYMOUTH AVENUE SUITE 2 | BUFFALO | NY | 14213 | PC | MANAGING DIRECTOR | $30,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | RICHARDSON CAMPUS CENTER | $4,064 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | GERARD PLACE | $4,064 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | PLYMOUTH HOUSE | $4,064 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | WNY WOMEN'S FOUNDATION | $4,064 | |
| WEST SIDE COMMUNITY SERVICES | |||||||
| 161 VERMONT STREET | BUFFALO | NY | 14075 | PC | IMPACT CAPACITY ASSESSMENT PROGRAM (ICAP) | $15,000 | |
| WESTMINSTER ECONOMIC DEVELOPMENT INITIATIVE INC | |||||||
| 436 GRANT ST | BUFFALO | NY | 14213 | PC | IMPACT CAPACITY ASSESSMENT PROGRAM (ICAP) | $15,000 | |
| WNY LAW CENTER | |||||||
| 37 FRANKLIN ST SUITE 210 | BUFFALO | NY | 14202 | PC | STRATEGIC ALLIANCE | $25,000 | |
| YMCA CAMP ONYAHSA | |||||||
| 5411 E LAKE RD | DEWITTVILLE | NY | 14728 | PC | RESIDENT CAMP CABIN RENOVATIONS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $502,256 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $391,263 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $227,266 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED FUNDS | Desc |
| Related Or Exempt Function Incm | $13,432 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $618,529 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,432 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $631,961 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | RETURNED GRANT DOLLARS | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ANNE MOOT | |||||||
| 1 | 168 LEICESTER ROAD | KENMORE | NY | 14217 | $55,685 | Yes (X) | |
| RALPH C WILSON JR FOUNDATION | |||||||
| 2 | 63 KERCHEVAL AVENUE | GROSSE POINTE FARMS | MI | 48236 | $1,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 500 SHARES OF GENESEE & WYOMING | NoncashPropertyDesc |
| Fair Market Value | $55,685 | FairMarketValueAmt |
| Received | 2019-11-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,592 | Amt |
| Net Investment Income | $1,898 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,694 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4696 SHS - ISHARES TIP BOND | $553,752 | $553,752 |
| 6279 SHS - ISHARES CORE S&P MID ETF | $903,297 | $903,297 |
| 8545 SHS - ISHARES CORE S&P EFT SMALLCAP | $479,460 | $479,460 |
| 28178 SHS - ISHARES CORE MSCI ETF EAFE ETF | $1,405,800 | $1,405,800 |
| 23076 SHS - ISHARES RUSSELL ETF MIDCAP | $996,191 | $996,191 |
| 9951 SHS - ISHARES ETF US REAL ESTATE | $692,291 | $692,291 |
| 7929 SHS - VANGUARD SMALL CAP ETF | $915,324 | $915,324 |
| 56183 SHS - VANGUARD TOTAL STOCK MARKET ETF | $6,938,967 | $6,938,967 |
| 23959 SHS - ISHARES CORE MSCI ETF EMERGING MARKETS ETC IEMG | $969,621 | $969,621 |
| 12517 SHS - VANGUARD FTSE ETF DEVELOPED MARKETS ETF | $417,317 | $417,317 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TRUBEE COLLINS & CO INC. - CERTIFICATES OF DEPOSIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $550,327 | BookValueAmt |
| EOYFMV | $550,327 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $60 | LegalFeesAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $2,882,237 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER EXPENSES | $2,019 | $0 | $2,019 |
| DUES & SUBSCRIPTIONS | $1,900 | $0 | $1,900 |
| INSURANCE | $2,457 | $0 | $2,457 |
| MISCELLANEOUS | $1,065 | $0 | $1,065 |
| PAYROLL SERVICE FEE & BANK FEES | $959 | $0 | $959 |
| POSTAGE | $226 | $0 | $226 |
| PROFESSIONAL DEVELOPMENT | $2,385 | $0 | $2,385 |
| SUPPLIES | $3,060 | $0 | $3,060 |
| TELEPHONE | $2,019 | $0 | $2,019 |
| WEBSITE | $2,169 | $0 | $2,169 |
| GRANT MANAGEMENT | $7,300 | $0 | $7,300 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED FUNDS | Desc |
| Revenue And Expenses Per Books | $13,432 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $13,432 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $32,330 | $32,330 | $0 |
| CONSULTING | $902 | $226 | $676 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $5,720 | $0 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
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