2020-08-12T15:15:25-05:00 2020-03-31 454051133 FREED MAXICK CPAS PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990PF 2019-04-01 160845962 THE WESTERN NEW YORK FOUNDATION WEST 7168394225 2495 MAIN STREET NO 464 BUFFALO NY 14214 ANDREW W DORN JR PRESIDENT 7168394225 2020-08-11 1 THOMAS DALTON P00645802 7168472651 2020-08-11 2019 2022-09-23 18:48:47Z X X 15338443 X 1055685 391263 391263 227266 423578 227266 13432 0 1687646 618529 122000 6100 115900 48576 486 48090 37270 1864 35406 60 15 45 7592 1898 5694 33232 32556 676 6470 0 750 17185 0 17185 14466 3616 10850 851 0 851 25559 0 25559 313261 46535 261006 730142 730142 1043403 46535 991148 644243 571994 180145 4319 4319 103652 508057 508057 3720 3720 17295211 14272020 14272020 0 550327 550327 17579008 15338443 15338443 2571 2571 0 X 0 0 0 0 17576437 15338443 17576437 15338443 17579008 15338443 17576437 644243 0 18220680 2882237 15338443 800 SHARES VANGUARD TOTAL STOCK ETF P 2006-11-20 2020-03-31 104895 55508 49387 49387 500 SHARES GENESEE & WYOMING INC P 2019-11-14 2019-11-15 55733 32910 22823 22823 1500 SHARES VANGUARD TOTAL STOCK ETF P 2006-11-20 2020-01-22 253704 104078 149626 149626 55 SHARES VANGUARD TOTAL STOCK ETF P 2006-11-20 2020-01-24 9246 3816 5430 5430 227266 0 959665 17482332 0.054893 853858 17194550 0.049659 660214 15327402 0.043074 830852 14812725 0.056090 745220 15522002 0.048011 0.251727 0.050345 18356928 924180 5720 929900 991148 X 5720 0 5720 0 5720 9440 0 0 9440 0 3720 3720 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 WWW.WNYFOUNDATION.ORG BETH K GOSCH 7168394225 2495 MAIN STREET STE 464 BUFFALO NY 14214 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 122000 24205 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 NONE 0 NONE 0 0 18089660 546815 0 18636475 0 0 18636475 279547 18356928 917846 917846 5720 5720 912126 0 912126 0 912126 991148 0 991148 5720 985428 912126 0 0 25945 7792 104370 138107 991148 0 0 0 912126 79022 0 0 217129 0 0 0 0 0 0 0 217129 25945 7792 104370 79022 BETH K GOSCH 2495 MAIN STREET STE 464 BUFFALO NY 14214 7168394225 SEE FOUNDATION'S WEBSITE - ELECTRONIC SUBMISSION REQUIRED JUNE 30TH AND NOVEMBER 30TH SEE FOUNDATION'S WEBSITE AFRICAN AMERICAN CULTURAL CENTER 350 MASTEN AVENUE BUFFALO NY 14209 PC TRUSTEE DISCRETIONARY GRANT: UNRESTRICTED 2500 AQUARIUM OF NIAGARA 701 WHIRLPOOL ST NIAGARA FALLS NY 14301 PC EVENT ROOM RENOVATION 40000 BOARDSOURCE 750 9TH ST NW SUITE 650 WASHINGTON DC 20001 PC BOARDSOURCE ASSESSMENTS (FIELD AND FORK, CARES, FOUNDRY) 2247 BOARDSOURCE 750 9TH ST NW SUITE 650 WASHINGTON DC 20001 PC BOARDSOURCE ASSESSMENTS (GERARD, RICHARDSON, WOMEN.S FOUNDATION, PLYMOUTH HOUSEICAP) 2996 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 5000 BUFFALO ARTS STUDIO 2495 MAIN STREET STE 500 BUFFALO NY 14214 PC FACILITY UPGRADES 32055 BUFFALO PEACE HOUSE PO BOX 370 ATHOL SPRINGS NY 14010 PC TRANSITION AND SUCCESSION INITIATIVE 27000 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 27000 CAROUSEL SOCIETY OF THE NIAGARA FRONTIER PO BOX 672 180 THOMPSON ST NORTH TONAWANDA NY 14120 PC CODING OUTREACH PROGRAM EXPANSION 8550 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 25760 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 20000 COMMUNITY FOUNDATION FOR GREATER BUFFALO LARKIN BUILDING AT EXCHANGE 726 EXCHANGE SUITE 525 BUFFALO NY 14210 PC EMERGENCY RELIEF FUND 50000 COMMUNITY FOUNDATION FOR GREATER BUFFALO LARKIN BUILDING AT EXCHANGE 726 EXCHANGE SUITE 525 BUFFALO NY 14210 PC FUND FOR THE ARTS 10000 COMMUNITY MISSIONS 1570 BUFFALO AVENUE NIAGARA FALLS NY 14303 PC EMERGENCY RELIEF FUND 10000 COMMUNITY MUSIC SCHOOL OF BUFFALO 415 ELMWOOD AVENUE BUFFALO NY 14222 PC EAST SIDE RELOCATION 35000 CONSUMER CREDIT COUNSELING SERVICE 40 GARDENVILLE PARKWAY SUITE 300 WEST SENECA NY 14224 PC LEADERSHIP DEVELOPMENT STRATEGIC INITIATIVE 20550 COUNCIL ON ADDICTION RECOVERY SERVICES PO BOX 567 201 SOUTH UNION ST OLEAN NY 14760 PC ICAP STIPEND 10000 CRADLE BEACH CAMP 8038 OLD LAKESHORE ROAD ANGOLA NY 14006 PC RECRUITMENT ENGAGEMENT CONSULTANT 6000 EXPLORE & MORE CHILDREN'S MUSEUM 130 MAIN ST BUFFALO NY 14202 PC PRESIDENT DISCRETIONARY GRANT: UNRESTRICTED 1000 EXPLORE & MORE CHILDREN'S MUSEUM 130 MAIN ST BUFFALO NY 14202 PC ICAP STIPEND 10000 EXPLORE & MORE CHILDREN'S MUSEUM 130 MAIN ST BUFFALO NY 14202 PC CULTURAL PROGRAM COORDINATOR (PAYMENT 2 OF 2) 15000 FAMILY HELP CENTER 60 DINGENS STREET BUFFALO NY 14206 PC EMERGENCY RELIEF FUND 10000 FIELD & FORK NETWORK 487 MAIN ST 200 BUFFALO NY 14203 PC ICAP STIPEND 10000 FOOD BANK OF WESTERN NEW YORK 91 HOLT STREET BUFFALO NY 14206 PC TECHNOLOGY IMPROVEMENT PLAN 58330 GERARD PLACE 2515 BAILEY AVENUE BUFFALO NY 14215 PC ICAP STIPEND 10000 GERARD PLACE 2515 BAILEY AVENUE BUFFALO NY 14215 PC EMERGENCY RELIEF GRANT 10000 GRASSROOTS GARDENS WNY 389 BROADWAY AVENUE BUFFALO NY 14204 PC TRUSTEE'S DISCRTIONARY GRANT: LEGAL DEFENSE FUND 5000 HOMESPACE CORP P O BOX 462 BUFFALO NY 14209 PC PRESIDENTS'S DISCRETIONARY: FUND DEVELOPMENT TRAINING 1500 JERICHO ROAD COMMUNITY HEALTH CENTER 184 BARTON STREET BUFFALO NY 14213 PC PRESIDENT'S DISCRETIONARY: VIVE FOOD & SHELTER 5000 LITERACY VOLUNTEERS BUFFALO-NIAGARA 1 LAFAYETTE SQUARE 2ND FLOOR BUFFALO NY 14203 PC IT IMPROVEMENTS 15000 LOCUST STREET NEIGHBORHOOD ART CLASSES 138 LOCUST STREET BUFFALO NY 142041246 PC TRUSTEE DISCTRETINARY GRANT: TOOLS AND EQUIPMENT 7000 MASSACHUSETTS AVENUE PROJECT 387 MASSACHUSETTS AVE BUFFALO NY 14213 PC EMERGENCY RELIEF FUND 10000 NATIONAL FEDERATION FOR JUST COMMUNITIES 360 DELAWARE AVENUE SUITE 106 BUFFALO NY 14202 PC TRUSTEE DISCRETIONARY GRANT: SUCCESSION PLANNING 5000 NY FUNDERS ALLIANCE 431 E FAYETTE STREET SYRACUSE NY 13202 PC ANNUAL CONTRIBUTION (2020) 2000 OLEAN-BRADFORD AREA YMCA 1101 WAYNE STREET OLEAN NY 14760 PC EMERGENCY RELIEF GRANT 10000 PUSH 429 PLYMOUTH AVENUE SUITE 1 BUFFALO NY 14213 PC EMERGENCY RELIEF GRANT 10000 PATTERSON LIBRARY 40 SOUTH PORTAGE STREET WESTFIELD NY 14787 PC 2001 PATTERSON LIBRARY MULTI-YEAR GRANT 5000 PEACE OF THE CITY PO BOX 750 BUFFALO NY 14213 PC PRESIDENT'S DISCRETIONARY GRANT: UNRESTRICTED 1000 PEACE OF THE CITY PO BOX 750 BUFFALO NY 14213 PC EMERGENCY RELIEF GRANT 10000 PINNACLE COMMUNITY SERVICES 1522 MAIN STREET NIAGARA FALLS NY 14305 PC TECHNOLOGY SUSTAINABILITY AND BUILDING PLAN 33308 RICHARDSON CENTER CORPORATION 444 FOREST AVENUE BUFFALO NY 14213 PC ICAP STIPEND 10000 RURAL OUTREACH CENTER PO BOX 447 EAST AURORA NY 14052 PC EMERGENCY RELIEF FUND 10000 SABAH 2607 NIAGARA STREET BUFFALO NY 14207 PC TRUSTEE DISCRETIONARY GRANT: STRATEGIC PLANNING 1500 SENECA STREET CDC 1218 SENECA STREET BUFFALO NY 14210 PC EMERGENCY RELIEF GRANT 10000 SHEA'S PERFORMING ARTS CENTER PO BOX 1130 BUFFALO NY 14205 PC TRUSTEE DISCRETIONARY GRANT: ALL FOR ONE, INC. PRODUCTION 5000 THE FOUNDRY 298 NORTHAMPTON ST BUFFALO NY 14208 PC ICAP STIPEND 10000 UB FOUNDATION 319 JOHN LORD OBRIAN HALL BUFFALO NY 142601100 PC 2019 MOOT EVIDENCE AWARD 1000 UNITED CHURCH HOMEPLYMOUTH CROSSROADS PLYMOUTH CROSSROADS 5522 BROADWAY ST LANCASTER NY 14086 PC PRESIDENT'S DISCRETIONARY GRANT: ICAP STIPEND 4000 UNITED CHURCH HOMEPLYMOUTH CROSSROADS PLYMOUTH CROSSROADS 5522 BROADWAY ST LANCASTER NY 14086 PC TRUSTEE DISCRETIONARY GRANT: ICAP STIPEND 6000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC ICAP: YAWNY AND PEACEPRINTS 2000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC ICAP: FIELD & FORK, FOUNDRY, CARES 4500 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC ICAP EXPLORE&MORE 15000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC RICHARDSON CAMPUS CENTER 10000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC GERARD PLACE 10000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC PLYMOUTH HOUSE 10000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC WNY WOMEN'S FOUNDATION 10000 WEST SIDE COMMUNITY SERVICES 161 VERMONT STREET BUFFALO NY 14075 PC EMERGENCY RELIEF GRANT 10000 WNY WOMEN'S FOUNDATION 742 DELAWARE AVENUE BUFFALO NY 14209 PC ICAP STIPEND 10000 WYOMING COUNTY COMMUNITY ACTION INC 6470 ROUTE 20A SUITE 1 PERRY NY 14530 PC EMERGENCY RELIEF FUND 10000 730142 CENTER FOR EXPLORATORY AND PERCEPTUAL ARTS INC 617 MAIN ST 201 BUFFALO NY 14203 PC EDUCATION/OUTREACH SPECIALIST 20000 CHAUTAUQUA CHILDREN'S SAFETY EDUCATION 2695 ROUTE 394 ASHVILLE NY 14710 PC MARKETING INITIATIVE AND SIMILATOR 12000 CHAUTAUQUA STRIDERS 301 E 2ND ST SUITE 102 JAMESTOWN NY 14701 PC IMPACT CAPACITY ASSESSMENT PROGRAM (ICAP) 15000 COMMUNITY FOUNDATION FOR GREATER BUFFALO LARKIN BUILDING AT EXCHANGE 726 EXCHANGE SUITE 525 BUFFALO NY 14210 PC EMERGENCY RELIEF FUND 50000 COMMUNITY MISSIONS OF NIAGARA FRONTIER INC 1570 BUFFALO AVE NIAGARA FALLS NY 14303 PC TECHNOLOGY ENHANCEMENTS TO BETTER SERVE FAMILIES IN-NEED 25000 CORNELL COOPERATIVE EXTENSION OF NIAGARA COUNTY 4487 LAKE AVENUE LOCKPORT NY 14094 PC IMPACT CAPACITY ASSESSMENT PROGRAM (ICAP) 15000 CRADLE BEACH CAMP 8038 OLD LAKESHORE ROAD ANGOLA NY 14006 PC RECRUITMENT ENGAGEMENT CONSULTANT 144000 GRASSROOTS GARDENS OF WNY 389 BROADWAY BUFFALO NY 14204 PC FUNDRAISING AND FRIENDRAISING TO CELEBRATE 25 YEARS 10000 NY FUNDERS ALLIANCE 431 E FAYETTE STREET SYRACUSE NY 13202 PC WNYNSG 10000 PEACE OF THE CITY 370 NORMAL AVE BUFFALO NY 14213 PC HUMAN RESOURCES CAPACITY 20000 PREVENTION FOCUS 69 LINWOOD AVE BUFFALO NY 14209 PC CURRICULUM DEVELOPMENT 10000 SENECA STREET 1218 SENECA STREET BUFFALO NY 14210 PC IMPACT CAPACITY ASSESSMENT PROGRAM (ICAP) 15000 SHAKESPEARE IN DELAWARE PARK PO BOX 716 BUFFALO NY 14205 PC TECHNOLOGY UPGRADE 5000 TORN SPACE THEATER 612 FILMORE AVE BUFFALO NY 14212 PC DEVELOPMENT CONSULTANT 40000 UJIMA COMPANY INC 429 PLYMOUTH AVENUE SUITE 2 BUFFALO NY 14213 PC MANAGING DIRECTOR 30000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC RICHARDSON CAMPUS CENTER 4064 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC GERARD PLACE 4064 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC PLYMOUTH HOUSE 4064 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC WNY WOMEN'S FOUNDATION 4064 WEST SIDE COMMUNITY SERVICES 161 VERMONT STREET BUFFALO NY 14075 PC IMPACT CAPACITY ASSESSMENT PROGRAM (ICAP) 15000 WESTMINSTER ECONOMIC DEVELOPMENT INITIATIVE INC 436 GRANT ST BUFFALO NY 14213 PC IMPACT CAPACITY ASSESSMENT PROGRAM (ICAP) 15000 WNY LAW CENTER 37 FRANKLIN ST SUITE 210 BUFFALO NY 14202 PC STRATEGIC ALLIANCE 25000 YMCA CAMP ONYAHSA 5411 E LAKE RD DEWITTVILLE NY 14728 PC RESIDENT CAMP CABIN RENOVATIONS 10000 502256 14 391263 18 227266 RETURNED FUNDS 13432 0 618529 13432 631961 11 RETURNED GRANT DOLLARS 0 0 0 0 0 0 0 0 0 0 X X 1 ANNE MOOT 168 LEICESTER ROAD KENMORE NY 14217 55685 X 2 RALPH C WILSON JR FOUNDATION 63 KERCHEVAL AVENUE GROSSE POINTE FARMS MI 48236 1000000 X 1 500 SHARES OF GENESEE & WYOMING 55685 2019-11-14 ACCOUNTING FEES 7592 1898 5694 4696 SHS - ISHARES TIP BOND 553752 553752 6279 SHS - ISHARES CORE S&P MID ETF 903297 903297 8545 SHS - ISHARES CORE S&P EFT SMALLCAP 479460 479460 28178 SHS - ISHARES CORE MSCI ETF EAFE ETF 1405800 1405800 23076 SHS - ISHARES RUSSELL ETF MIDCAP 996191 996191 9951 SHS - ISHARES ETF US REAL ESTATE 692291 692291 7929 SHS - VANGUARD SMALL CAP ETF 915324 915324 56183 SHS - VANGUARD TOTAL STOCK MARKET ETF 6938967 6938967 23959 SHS - ISHARES CORE MSCI ETF EMERGING MARKETS ETC IEMG 969621 969621 12517 SHS - VANGUARD FTSE ETF DEVELOPED MARKETS ETF 417317 417317 TRUBEE COLLINS & CO INC. - CERTIFICATES OF DEPOSIT AT COST 550327 550327 LEGAL FEES 60 15 45 UNREALIZED GAIN/LOSS 2882237 COMPUTER EXPENSES 2019 0 2019 DUES & SUBSCRIPTIONS 1900 0 1900 INSURANCE 2457 0 2457 MISCELLANEOUS 1065 0 1065 PAYROLL SERVICE FEE & BANK FEES 959 0 959 POSTAGE 226 0 226 PROFESSIONAL DEVELOPMENT 2385 0 2385 SUPPLIES 3060 0 3060 TELEPHONE 2019 0 2019 WEBSITE 2169 0 2169 GRANT MANAGEMENT 7300 0 7300 RETURNED FUNDS 13432 13432 INVESTMENT MANAGEMENT FEES 32330 32330 0 CONSULTING 902 226 676 FEDERAL EXCISE TAXES 5720 0 0 NYS FILING FEE 750 0 750