SCOTT BIELER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT BIELER FOUNDATION INC (EIN 81-2815534)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2020-11-10
- IRS object ID
- 202003159349100820
- 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
- Gain Loss Sale Other Assets Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T06:54:55-08:00 | ReturnTs |
| Tax Period End | 2020-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David J Fleischmann CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 Sweet Home Road Suite A | AddressLine1Txt |
| City | Amherst | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812815534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT BIELER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 7169267494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R BIELER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7169267494 | PhoneNum |
| Signature | 2020-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David J Fleischmann CPA | PreparerPersonNm |
| PTIN | P00940939 | PTIN |
| Phone | 7163892900 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.186.159.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 06:54:48 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6EDA466CD1447866ECCD058DFBD612AC5680E82E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6EDA466CD1447866ECCD058DFBD612AC5680E82E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,187,363 | 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 | $2,150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $83 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $698,823 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $918 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $70,928 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,294,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,523 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $93,240 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,995 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $100,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $456,566 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $456,566 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $557,306 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $456,566 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,737,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,528 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $502,776 | CashBOYAmt |
| Cash EOY | $63,907 | CashEOYAmt |
| Cash EOYFMV | $63,907 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $55,526 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,428 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,428 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $1,280,588 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,596,322 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,716,257 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $310,937 | CorporateStockBOYAmt |
| Corporate Stock EOY | $846,177 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $832,209 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $824,348 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $1,314,148 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,429,634 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,485,562 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,288,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,025,468 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,187,363 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,288,323 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,025,468 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,288,323 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,025,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,288,323 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,025,468 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,288,323 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,737,145 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,025,468 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,025,468 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHED STATEMENT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-01-01 | AcquiredDt |
| Sold | 2020-04-30 | SoldDt |
| Gross Sales Price | $698,823 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $697,905 | CostOrOtherBasisAmt |
| Gain Or Loss | $918 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $918 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $918 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $170,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,219,827 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040286 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $394,719 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,255,107 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.121261 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $72,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,356,131 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053092 | DistributionYr3Rt |
| Total Distribution | 0.214639 | TotalDistributionRt |
| Average Distribution | 0.071546 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,953,447 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $354,399 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $605 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $355,004 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $456,566 | 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 | $605 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $605 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $605 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,621 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,621 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,621 | OriginalReturnOverpaymentAmt |
| Overpayment | $3,016 | OverpaymentAmt |
| Applied To ES Tax | $3,016 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STAN KICINSKI | IndividualWithBooksNm |
| Phone | 7169267052 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOTT R BIELER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| KATHRYN A LASHER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | VICE PRESDIENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| MATTHEW P LASHER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | SECRETARY/TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| STANLEY A KICINSKI | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,463,661 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,200 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,343,019 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,028,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,028,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,953,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $247,672 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $247,672 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $605 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $605 | TotalTaxAmt |
| Distributable Before Adj | $247,067 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $247,067 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $247,067 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $456,566 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $456,566 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $605 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $455,961 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $247,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $197,101 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $197,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $456,566 | QualifyingDistributionsAmt |
| Applied To Year1 | $7 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $247,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $209,492 | RemainingDistriFromCorpusAmt |
| Total Corpus | $406,593 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $406,593 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $197,101 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $209,492 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT BIELER | ContributingManagerNm |
| Shareholder Manager | SCOTT BIELER | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WNY LAND CONSERVATORY | ||||||
| PO BOX 471 | EAST AURORA | NY | 14052 | 501(C)(3) | CHARITY | $110,000 |
| MADONNA OF THE STREETS INC | ||||||
| PO BOX 448 | BUFFALO | NY | 14215 | 501(C)(3) | CHARITY | $20,000 |
| HOLY FACE MINISTRY | ||||||
| 6131 NEWTON ROAD | ORCHARD PARK | NY | 14127 | 501(C) (3) | CHARITY | $5,000 |
| SAVE THE MICHAELS OF THE WORLD INC | ||||||
| 737 DELAWARE AVE SUITE 101 | BUFFALO | NY | 14209 | 501(C)(3) | CHARITY | $5,000 |
| MERCY HOSPITAL FOUNDATION | ||||||
| 565 ABBOTT ROAD | BUFFALO | NY | 14220 | 501(C)(3) | ER EXPANSIONCHARITY | $181,566 |
| ALBRIGHT KNOX ART GALLERY | ||||||
| 1285 ELMWOOD AVE | BUFFALO | NY | 14222 | 501(c))(3) | EXPANSION PROJECTCHARITY | $125,000 |
| BUFFALO RENAISSANCE FOUNDATION | ||||||
| PO BOX 322 | BUFFLAO | NY | 14205 | 501(c)3 | SCULPTURE ART INITIATIVECHARITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $456,566 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $83 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $72,522 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $918 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN CSV | Desc |
| Related Or Exempt Function Incm | $70,928 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $144,451 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,451 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ALL INCOME BEING GENERATED IS BEING USED TO IMPROVE THE |
| 3 | HEALTH & WELFARE OF INDIVIDUALS, TO ADVANCE BIOMEDICAL |
| 3 | RESEARCH, TO FURTHER EDUCATION & PROMOTE LAND CONSERVANCY. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SCOTT BIELER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SMOLEN BONGHI FLEISCHMANN LLP ACCOUNTING | CategoryTxt |
| Amt | $2,500 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SEE ATTACHED LISTING | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $698,823 | GrossSalesPriceAmt |
| Basis | $697,905 | BasisAmt |
| Total Net | $918 | TotalNetAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MASS MUTUAL WHOLE LIFE INS #9766740 | $1,314,148 | $1,414,242 | $1,470,170 |
| MASS MUTUAL POLICY 15691165 | $0 | $15,392 | $15,392 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $250 | |
| INVESTMENT FEES | $12,995 | $12,995 |
| INSURANCE PREMIUMS | $79,987 | |
| BANK FEES | $8 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CSV INCREASE | Desc |
| Revenue And Expenses Per Books | $70,928 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $5,000 | Amt |
Comments