CHUR FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHUR FAMILY FOUNDATION (EIN 46-3242500)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-01
- IRS object ID
- 202041229349100219
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-01T14:34:33-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463242500 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHUR | BusinessNameControlTxt |
| Phone | 7163205837 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 HOPKINS ROAD | AddressLine1Txt |
| City | WILLIAMSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT M CHUR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7163205837 | PhoneNum |
| Signature | 2020-04-27 | 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 | 2020-04-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.193.28.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-27 | IPDt |
| IP Tm | 15:28:03 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2FF36B909589EAD1F632691FFF4F7B543455022C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 694F3F87B33E72DDB4C2E7E288F6A865B0F889CF | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,029,534 | 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 | $1,002,240 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22,627 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,627 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $173,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $662,038 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,937,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $662,038 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,860,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $858,057 | 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 | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,915 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,915 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,946 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,711 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,497 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $297 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,058 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $312,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $312,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $361,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $314,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,499,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $818,134 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,136 | CashBOYAmt |
| Cash EOY | $4,014 | CashEOYAmt |
| Cash EOYFMV | $4,014 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,917,297 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,025,520 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,025,520 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,918,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,029,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,029,534 | 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 | $6,918,433 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,029,534 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,918,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,029,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,918,433 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,029,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,918,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,499,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $611,862 | OtherIncreasesAmt |
| Subtotal | $9,029,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,029,534 | 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 |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH - SHORT TERM | P | 2019-01-01 | 2019-12-31 | $260,530 | $242,085 | $18,445 | $18,445 |
| MERRILL LYNCH - LONG TERM | P | 2016-08-03 | 2019-12-31 | $1,624,760 | $1,028,533 | $596,227 | $596,227 |
| MERRILL LYNCH - LONG TERM | P | 2003-12-11 | 2019-07-19 | $15,963 | $4,706 | $11,257 | $11,257 |
| CAPITAL GAINS DIVIDENDS | P | $36,109 | $36,109 | $36,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $662,038 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $248,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,436,567 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038670 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,129,141 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022557 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,940 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,678,635 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020510 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,572 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,236,506 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020681 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,715 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $569,390 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.022331 | DistributionYr5Rt |
| Total Distribution | 0.124749 | TotalDistributionRt |
| Average Distribution | 0.024950 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,647,028 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $190,793 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,181 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $198,974 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $314,900 | 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 | $8,181 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,181 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,181 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $821 | TaxDueAmt |
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 | DE | 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 |
| Individual With Books | CCNY | IndividualWithBooksNm |
| Phone | 7163205837 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 HOPKINS ROAD | AddressLine1Txt |
| City | WILLIAMSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL CHUR | ||||||||
| 815 HOPKINS ROAD | WILLIAMSVILLE | NY | 14221 | VP / DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT M CHUR | ||||||||
| 815 HOPKINS ROAD | WILLIAMSVILLE | NY | 14221 | PRESIDENT / DIRECTOR | 1.00 | $0 | $0 | $0 |
| DON HENRY | ||||||||
| 815 HOPKINS ROAD | WILLIAMSVILLE | NY | 14221 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KELLY HENRY | ||||||||
| 815 HOPKINS ROAD | WILLIAMSVILLE | NY | 14221 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARLA SUERO | ||||||||
| 815 HOPKINS ROAD | WILLIAMSVILLE | NY | 14221 | DIRECTOR / TREASURER | 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 | $7,731,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,157 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,763,480 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,763,480 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,647,028 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $382,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $382,351 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,181 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,181 | TotalTaxAmt |
| Distributable Before Adj | $374,170 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $374,170 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $374,170 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $314,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $314,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,181 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $306,719 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $374,170 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $311,250 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $314,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $311,250 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,650 | 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 | $370,520 | 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) |
|---|---|---|
| Contributing Manager | CAROL CHUR | ContributingManagerNm |
| Contributing Manager | ROBERT M CHUR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION - WNY CHAPTER | ||||||
| 2805 WEHRLE DR | BUFFALO | NY | 14221 | PC | CHARITABLE | $30,000 |
| FAMILY JUSTICE CENTER OF ERIE | ||||||
| 438 MAIN STREET | BUFFALO | NY | 14202 | PC | CHARITABLE | $38,000 |
| HEARTS AND HANDS - FAITH IN ACTION | ||||||
| 2710 NORTH FOREST ROAD | GETZVILLE | NY | 14068 | PC | CHARITABLE | $50,000 |
| JOURNEY'S END RESETTLEMENT SERVICES | ||||||
| 2495 MAIN STREET | BUFFAO | NY | 14214 | PC | CHARITABLE | $6,500 |
| MEDAILLE COLLEGE | ||||||
| 18 AGASSIZ CIRCLE | BUFFALO | NY | 14214 | PC | SUMMER SCHOLARSHIP PROGRAM | $6,000 |
| MERCY CARE FOR THE ADIRONDACKS | ||||||
| 185 OLD MILITARY ROAD | LAKE PLACID | NY | 12946 | PC | CHARITABLE | $30,000 |
| SALVATION ARMY | ||||||
| 960 MAIN ST | BUFFALO | NY | 14202 | PC | CHARITABLE | $80,000 |
| SAY YES BUFFALO | ||||||
| 712 MAIN ST | BUFFALO | NY | 14202 | PC | CHARITABLE | $50,000 |
| THE SUMMIT CENTER | ||||||
| 150 STAHL RD | GETZVILLE | NY | 14068 | PC | CHARITABLE | $21,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $312,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,627 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,392 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $662,038 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $858,057 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $858,057 | 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 |
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 | ROBERT M AND CAROL L CHUR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9159 MAIN STREET STE 1 | AddressLine1Txt |
| City | CLARENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,002,240 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SECURITIES - DETAIL AVAILABLE UPON REQUEST | NoncashPropertyDesc |
| Fair Market Value | $1,002,240 | FairMarketValueAmt |
| Received | 2019-11-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH SECURITIES | $9,021,496 | $9,021,496 |
| MERRILL LYNCH - SCHOLARSHIPS | $4,024 | $4,024 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $48 | $48 | $0 |
| NY FUNDERS ALLIANCE DUES | $1,200 | $0 | $1,200 |
| FILING FEES | $249 | $249 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON SECURITIES | $609,068 |
| ABP ADJUSTMENT/ACCR INTEREST PAID | $2,794 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $37,717 | $37,717 | $0 |
| AGENT FEES | $198 | $198 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2018 NET INVESTMENT INCOME TAX DUE | $715 | $0 | $0 |
| NIIT ESTIMATES PAID | $5,520 | $0 | $0 |
| FOREIGN TAX PAID | $1,711 | $1,711 | $0 |
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