E & WG FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- E & WG FOUNDATION (EIN 16-1065309)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-25
- IRS object ID
- 202542379349100504
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-25T10:12:05-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161468002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIAMPOU TRAVIS BESAW & KERSHNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRYANT WOODS NORTH | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161065309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E&W G FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | E&WG | BusinessNameControlTxt |
| Phone | 7162040204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL JANKOWSKI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7162040204 | PhoneNum |
| Signature | 2025-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA LAROUSSI | PreparerPersonNm |
| PTIN | P01257512 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2025-08-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,437,123 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $396 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $396 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $305,261 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $305,261 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $722,550 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,627,171 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $722,550 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,028,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,028,207 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,065 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,652 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,413 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,005 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,804 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,201 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,893 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,093 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $19,054 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,251 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,803 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,400 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,767 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $495,038 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $495,038 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $586,805 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $517,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $441,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $970,007 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $108,618 | CashBOYAmt |
| Cash EOY | $25,088 | CashEOYAmt |
| Cash EOYFMV | $25,088 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $150,396 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,396 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,536,355 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,112,414 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,112,414 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $207,018 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $57,793 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $154,401 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $149,225 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $149,225 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,799,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,437,123 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,437,123 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,799,374 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,437,123 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,799,374 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,437,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,799,374 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,437,123 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,799,374 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $441,402 | ExcessRevenueOverExpensesAmt |
| Other Increases | $196,347 | OtherIncreasesAmt |
| Subtotal | $12,437,123 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,437,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY - LT | PropertyDesc |
| Acquired | 2022-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $1,627,171 | GrossSalesPriceAmt |
| Cost Or Other Basis | $904,621 | CostOrOtherBasisAmt |
| Gain Or Loss | $722,550 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $722,550 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $722,550 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,483 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,483 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,483 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,993 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,993 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,510 | OverpaymentAmt |
| Applied To ES Tax | $6,510 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN DULIAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7162040204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| WARREN GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/VP | 8.00 | $0 | $0 | $0 |
| JOHN SIEGEL | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/SECRETARY | 5.00 | $0 | $0 | $0 |
| AMI GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/PRESIDENT | 8.00 | $0 | $0 | $0 |
| KENNETH DULIAN | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | EXEC. DIRECTOR | 6.00 | $0 | $0 | $0 |
| DAVID PIERCE MD | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHELE SCHMIDT | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | ADMINISTRATIVE DIRECTOR | 5.00 | $0 | $0 | $0 |
| CHERYL JANKOWSKI | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/TREASURER | 2.00 | $0 | $0 | $0 |
| JAMES CHADBOURNE | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR | 2.00 | $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 | $11,964,478 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,445 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,101,923 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,101,923 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,529 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,920,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $596,020 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $596,020 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,483 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,483 | TotalTaxAmt |
| Distributable Before Adj | $582,537 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $582,537 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $582,537 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $517,805 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $517,805 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $582,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,634 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $517,805 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,634 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $515,171 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $67,366 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHELE SCHMIDT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7162040204 | RecipientPhoneNum |
| Form And Info And Materials | THE GRANT APPLICATION FORM IS ELECTRONIC AND ACCESSIBLE AT WWW.EASTHILLFDN.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE E & W G FOUNDATION IDENTIFIES AND FUNDS INNOVATIVE, CHARITABLE PROJECTS DESIGNED TO ENHANCE THE QUALITY OF LIFE OF RESIDENTS OF WESTERN NEW YORK, PRIMARILY ERIE AND NIAGARA COUNTIES. ADDITIONALLY, THIS FOUNDATION TEACHES STEWARDSHIP TO THE FOUNDERS' FAMILY MEMBERS BY SUPPORTING THEIR PROJECTS IRRESPECTIVE OF WHERE THEY LIVE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUFFALO CITY MISSION | |||||||
| 100 E TUPPER ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,200 |
| BUFFALO NIAGARA WATERKEEPER | |||||||
| 721 MAIN STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | EDUCATION AND WATER MONITORING PROGRAMS AT SATELLITE OFFICE - YEAR 2 OF 3 | $85,000 |
| FAMILY PROMISE OF WESTERN NEW YORK | |||||||
| 75 HICKORY ST | BUFFALO | NY | 14204 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| IMAGINE COMMUNITY GARDEN | |||||||
| 7071 TRANSIT RD | EAST AMHERST | NY | 14051 | NONE | PUBLIC CHARITY | GARDEN SUPPLIES, WATER, AND REPAIR OF GARDEN BEDS | $10,000 |
| OTTER LAKE FIRE COMPANY INC | |||||||
| 13853 NY-28 | FORESTPORT | NY | 13338 | NONE | PUBLIC CHARITY | CRITICAL PORTABLE FIRE AND RESCUE EQUIPMENT | $9,272 |
| SPCA SERVING ERIE COUNTY | |||||||
| 300 HARLEM ROAD | WEST SENECA | NY | 14224 | NONE | PUBLIC CHARITY | UPGRADE THE MEDIA CENTER IN HUMANE EDUCATION CENTER | $20,000 |
| BUFFALO CITY MISSION | |||||||
| 100 E TUPPER ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | FOOD FOR MEALS AT HOMELESS SHELTER | $40,000 |
| CRADLE BEACH CAMP INC | |||||||
| 8038 OLD LAKESHORE ROAD | ANGOLA | NY | 14006 | NONE | PUBLIC CHARITY | NEW CUSTOM POOL COVER | $25,000 |
| GRACE GUEST HOUSE INC | |||||||
| 2315 SENECA ST | BUFFALO | NY | 14210 | NONE | PUBLIC CHARITY | RECONSTRUCT 2 EMERGENCY EXITS, EXTERIOR LIGHTING, MASONRY REPAIRS | $25,000 |
| LEXINGTON RESCUE MISSION INC | |||||||
| 535 WEST SECOND STREET | LEXINGTON | KY | 40508 | NONE | PUBLIC CHARITY | CAMERA SECURITY SYSTEM FOR NEW BUILDING | $20,000 |
| NIAGARA COUNTY SHERIFF'S OFFICE | |||||||
| 5526 NIAGARA STREET EXT | LOCKPORT | NY | 14095 | NONE | PUBLIC CHARITY | DRONE EQUIPMENT, SEARCHLIGHT AND BROADCASTING SYSTEM | $14,924 |
| NOR-TON RED JACKET CLUB INC | |||||||
| 1601 SWEENEY STREET | N TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | TOWARD PURCHASE OF THE PROPERTY - DONALD F. MILLER PARK | $20,000 |
| COTTON VALLEY TRAIL COMMITTEE INC | |||||||
| PO BOX 253 | WOLFEBORO FALLS | NH | 03896 | NONE | PUBLIC CHARITY | CONSTRUCTION MATERIALS TO RENOVATE TRAIL BUILDING | $11,000 |
| HEART LOVE & SOUL | |||||||
| 939 ONTARIO AVE | NIAGARA FALLS | NY | 14305 | NONE | PUBLIC CHARITY | PURCHASE FOOD FOR FOOD PANTRY | $25,000 |
| LEEDS CENTER FOR THE ARTS | |||||||
| 37 N MAIN STREET | WINCHESTER | KY | 40391 | NONE | PUBLIC CHARITY | UPGRADE HEATING, AIR AND VENTILATION | $20,000 |
| NEW HAMPSHIRE DANCE INSTITUTE | |||||||
| 25 ROXBURY STREET STE 115 | KEENE | NH | 03431 | NONE | PUBLIC CHARITY | REACH ADAPTIVE DANCE ARTS ENRICHMENT PROGRAM | $18,542 |
| PROSPECT VOLUNTEER AMBULANCE | |||||||
| 915 TRENTON FALLS ROAD | TRENTON | NY | 13435 | NONE | PUBLIC CHARITY | TWO LIFEPAK 15 CARDIAC MONITOR DEFIBRILLATORS, MOUNTS AND SUPPLIES | $20,000 |
| ROCHESTER REGIONAL HEALTH FOUNDATION | |||||||
| 330 MONROE AVENUE STE 400 | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | EMPLOYEE CARE FUND FOR UNFORESEEN HARDSHIPS | $25,000 |
| RIVIERA THEATRE & ORGAN INC | |||||||
| 67 WEBSTER STREET | N TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | NON-ALCOHOL ITEMS IN NEW CONCESSION AREA | $25,000 |
| RIVIERA THEATRE & ORGAN INC | |||||||
| 67 WEBSTER STREET | N TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | TOWARD GUITAR WALL DISPLAY HARDWARE AND MOUNTING | $1,000 |
| ST PATRICK'S ST MARY'S FOOD PANTRY | |||||||
| 55 GRAND STREET | NEWBURGH | NY | 12550 | NONE | PUBLIC CHARITY | UPGRADE ELECTRICAL SYSTEM AND INSTALLATION OF AC UNIT | $10,000 |
| WINCHESTER POLICE DEPARTMENT | |||||||
| 231 E PICCADILLY STREET | WINCHESTER | VA | 22601 | NONE | PUBLIC CHARITY | K-9 DOG, TRAINING AND BASIC PATROL K9 EQUIPMENT | $17,000 |
| HEART LOVE & SOUL | |||||||
| 939 ONTARIO AVE | NIAGARA FALLS | NY | 14305 | NONE | PUBLIC CHARITY | TOWARD RENOVATION OF EXPANDED FOOD PANTRY | $50,000 |
| NIAGARA COUNTY SPCA | |||||||
| 2100 LOCKPORT RD | NIAGARA FALLS | NY | 14304 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| EXPLORE & MORE CHILDREN'S MUSEUM | |||||||
| 130 MAIN STREET | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $495,038 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUFFALO NIAGARA WATERKEEPER | |||||||
| 721 MAIN STREET | BUFFAL | NY | 14203 | NONE | PUBLIC CHARITY | EDUCATION AND WATER MONITORING PROGRAMS AT SATELLITE OFFICE - YEAR 3 OF 3 | $85,000 |
| KENAN CENTER INC | |||||||
| 433 LOCUST STREET | LOCKPORT | NY | 14094 | NONE | PUBLIC CHARITY | NEW CAMPUS COMFORT SUITE AT NEW CIVIC CENTER/ARENA - YEAR 2 AND 3 OF 3 | $233,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $318,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $396 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $305,261 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $722,550 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,028,207 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,028,207 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,065 | Amt |
| Net Investment Income | $5,652 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,413 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OTTER LAKE FIRE COMPANY INC | |||||||||||
| 13853 STATE ROUTE 28 | FORESTPORT | NY | 13338 | 2024-03-11 | $9,272 | CRITICAL PORTABLE FIRE AND RESCUE EQUIPMENT. | $9,272 | 6/6/2024 | 2024-05-18 | THE FOLLOWING EQUIPMENT WAS PURCHASED: TASK FORCE TIPS PRO/PAK SYSTEM FLAT STACK LIFTING BAGS, HOSES, SHUTOFFS, AND REGULATOR. RECEIPTS AND A PHOTO WERE SUBMITTED WITH THE GRANT REPORT. THE OTTER LAKE FIRE DEPARTMENT IS NOW THE ONLY FIRE DEPARTMENT IN THE TOWN OF FORESPORT WITH A PORTABLE FIREFIGHTING FOAM CAPABILITY AND AIRBAG LIFTING TOOLS. | |
| NIAGARA COUNTY SHERRIFS OFFICE | |||||||||||
| 5526 NIAGARA STREET EXTENSION PO | LOCKPORT | NY | 14905 | 2024-03-11 | $14,924 | DRONE EQUIPMENT, SEARCHLIGHT, AND BROADCASTING SYSTEM FOR SEARCH AND RESCUE MISSIONS DURING EMERGENCY SITUATIONS. | $14,924 | 4/17/2024 | 2025-04-28 | PURCHASE ORDER, PACKING SLIP, INVOICE, AND NUMEROUS PHOTOGRAPHS WERE SUBMITTED WITH THE GRANT REPORT. THE DRONE IS USED FOR VARIOUS POLICE CALLS. | BOX 496 |
| WINCHESTER POLICE DEPARTMENT | |||||||||||
| 16 S MAPLE STREET | WINCHESTER | KY | 40391 | 2024-07-25 | $17,000 | K9 DOG, TRAINING AND BASIC PATROL K9 EQUIPMENT. | $17,000 | 1/21/2025 | 2024-07-31 | K9 JENSIK ATTENDED 6 WEEKS OF K9 ACADEMY AT SHALLOW CREEK KENNELS, WHICH INCLUDED K9 LODGING AND K9 EQUIPMENT TO COMPLETE THE ACADEMY AND A ONE-YEAR SUBSCRIPTION TO DOG TEAM PRO. THIS APP/WEBSITE IS USED TO LOG TRAINING, DEPLOYMENTS, AND CERTIFICATIONS. RECEIPTS AND PHOTOS WERE SUBMITTED WITH THE GRANT REPORT. | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - STOCKS & MUTUAL FUNDS | StockNm |
| EOY Book Value | $12,112,414 | EOYBookValueAmt |
| EOYFMV | $12,112,414 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $750 | $0 | $750 |
| ISF PROPERTY LICENSE | $500 | $0 | $500 |
| COMPUTER SERVICES | $5,500 | $4,400 | $1,100 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED GAIN/LOSS ON SECURITIES | $196,345 |
| ROUNDING | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $41,005 | Amt |
| Net Investment Income | $32,804 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,201 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $10,800 | $0 | $0 |
| FOREIGN TAXES | $7,093 | $7,093 | $0 |
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