E & WG FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- E & WG FOUNDATION (EIN 16-1065309)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201923109349100127
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-06T12:09:26-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | MICHAEL KELLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7162040204 | PhoneNum |
| Signature | 2019-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON K PELLISH | PreparerPersonNm |
| PTIN | P00625801 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2019-08-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.45.217.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-14 | IPDt |
| IP Tm | 10:25:14 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D500B7A27B3A00679F11965B1D9EF90DE14E7B26 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F96ACB19AB23B0E3819082DFD0CFB48CB82B9E0B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,596,035 | 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 |
| Dividends Rev And Expnss | $278,805 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $278,805 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $399,414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,141,667 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $399,414 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $678,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $678,225 | 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 | $4,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,420 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $855 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,589 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,671 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,918 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,150 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,231 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,419 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,349 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,442 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $502,940 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $502,940 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $569,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,349 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $525,382 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $108,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $634,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,645 | CashBOYAmt |
| Cash EOY | $89,428 | CashEOYAmt |
| Cash EOYFMV | $89,428 | CashEOYFMVAmt |
| Corporate Stock BOY | $11,623,185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,321,785 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,321,785 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $207,018 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $26,740 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $185,454 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $180,278 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $180,278 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,328 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,544 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,544 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,855,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,596,035 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,596,035 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $11,855,612 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,596,035 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,855,612 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,596,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,855,612 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,596,035 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,855,612 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $108,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,964,606 | SubtotalAmt |
| Other Decreases | $1,368,571 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,596,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY - NET GAIN/LOSS | P | $631,454 | $771,583 | -$140,129 | -$140,129 |
| FIDELITY - NET GAIN/LOSS | P | $2,454,668 | $1,970,670 | $483,998 | $483,998 |
| CAPITAL GAINS DIVIDENDS | P | $55,545 | $55,545 | $55,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $399,414 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $560,066 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,135,555 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050295 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $297,190 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,219,648 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029080 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $311,115 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,402,151 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029909 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $363,526 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,896,416 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036733 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,584 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,116,893 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.002477 | DistributionYr5Rt |
| Total Distribution | 0.148494 | TotalDistributionRt |
| Average Distribution | 0.029699 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,294,140 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $335,425 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,349 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $341,774 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $525,382 | 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 | $6,349 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,349 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,385 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,985 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,636 | OverpaymentAmt |
| Applied To ES Tax | $1,636 | 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 |
| Individual With Books | KEN DULIAN | IndividualWithBooksNm |
| 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 (9 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 |
| JULIA SPITZ | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| KENNETH DULIAN | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | EXEC. DIRECTOR/ASST.TREAS. | 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 |
| MICHAEL KELLY | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/TREASURER | 2.00 | $0 | $0 | $0 |
| JENNIFER GREATBATCH DANITZ | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | 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 |
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 | $11,356,054 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,466,132 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,466,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $171,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,294,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $564,707 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $564,707 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,349 | TotalTaxAmt |
| Distributable Before Adj | $558,358 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $558,358 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $558,358 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $525,382 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $525,382 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,349 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $519,033 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $558,358 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $212,964 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $525,382 | QualifyingDistributionsAmt |
| Applied To Year1 | $212,964 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $312,418 | 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 | $245,940 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE TEACHERS DESK INC | |||||||
| 22 NORTHAMPTON STREET | BUFFALO | NY | 14209 | NONE | PUBLIC CHARITY | TOWARD PURCHASE OF A BOX TRUCK | $10,000 |
| BOURBON COUNTY SCHOOLS | |||||||
| 3343 LEXINGTON ROAD | PARIS | KY | 40361 | NONE | PUBLIC CHARITY | FOOD AND EQUIPMENT WEEKEND BACKPACK PROGRAM FOR CHILDREN | $10,000 |
| BROADWAY DREAMS FOUNDATION CORP | |||||||
| 8965 BROCKHAM WAY | ALPHARETTA | GA | 30022 | NONE | PUBLIC CHARITY | DIGITAL CAPACITY ENHANCEMENT | $10,000 |
| BOURBON COUNTY SCHOOLS | |||||||
| 3343 LEXINGTON ROAD | PARIS | KY | 40361 | NONE | PUBLIC CHARITY | SECURITY SYSTEM FOR MIDDLE SCHOOL | $10,000 |
| CLARK COUNTY HOMELESS COALITION | |||||||
| PO BOX 4692 | WINCHESTER | KY | 40392 | NONE | PUBLIC CHARITY | STORAGE SHED AND EQUIPMENT FOR COMPUTER LAB | $9,939 |
| MERCY FLIGHT WNY | |||||||
| 100 AMHERST VILLA ROAD | BUFFALO | NY | 14225 | NONE | PUBLIC CHARITY | PURCHASE POWER LIFT COT | $15,000 |
| NIAGARA AQUARIUM FOUNDATION | |||||||
| 701 WHIRLPOOL ST | NIAGARA FALLS | NY | 14301 | NONE | PUBLIC CHARITY | PURCHASE TWO PORTABLE TOUCH TANKS WITH LIFE SUPPORT SYSTEMS | $15,000 |
| BOYS & GIRLS CLUBS OF THE NORTHTOWNS | |||||||
| 54 RIVERDALE AVE | BUFFALO | NY | 14207 | NONE | PUBLIC CHARITY | PURCHASE EQUIPMENT, STEM KITS | $9,606 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 1028 MAIN STREET | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | GIRAFFE BED SHUTTLE FOR MICRO-PREEMIE AND UNSTABLE INFANTS | $10,000 |
| IMAGINE COMMUNITY GARDEN | |||||||
| 7071 TRANSIT ROAD | EAST AMHERST | NY | 14051 | NONE | PUBLIC CHARITY | MATERIALS AND SUBCONTRACTORS FOR NEW NT COMMUNITY GARDEN | $15,000 |
| NIAGARA COUNTY SPCA | |||||||
| 2100 LOCKPORT ROAD | NIAGARA FALLS | NY | 14304 | NONE | PUBLIC CHARITY | TWO NEW HVAC UNITS | $10,000 |
| NIAGARA FRONTIER CHAPTER NRHS INC | |||||||
| 111 OLIVER STREET | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | REPAIR AND RESTORE 1911 NY CENTRAL RR INTERLOCKING TOWER | $15,000 |
| GIRL SCOUTS OF WESTERN NEW YORK | |||||||
| 3332 WALDEN AVENUE | DEPEW | NY | 14043 | NONE | PUBLIC CHARITY | FINANCIAL AID AND PROGRAM RESOURCE KITS | $15,000 |
| ADIRONDACK PUBLIC OBSERVATORY | |||||||
| 36 HIGH STREET | TUPPER LAKE | NY | 12986 | NONE | PUBLIC CHARITY | PURCHASE EQUIPMENT | $15,000 |
| NEW ENGLAND ELECTRIC RAILWAY HIST SOC | |||||||
| HISTORICAL SOCIETY | KENNEBUNKPORT | ME | 04046 | NONE | PUBLIC CHARITY | CONSTRUCTION COSTS FARVIEW CARHOUSE EXPANSION PROJECT PH. 2 | $10,000 |
| HEART LOVE & SOUL | |||||||
| 939 ONTARIO AVENUE | NIAGARA FALLS | NY | 14305 | NONE | PUBLIC CHARITY | PURCHASE EQUIPMENT FOR NEW DAYBREAK CENTER | $30,000 |
| NIAGARA AQUARIUM FOUNDATION | |||||||
| 701 WHIRLPOOL ST | NIAGARA FALLS | NY | 14301 | NONE | PUBLIC CHARITY | PURCHASE EQUIPMENT, CONSTRUCTION, GRAPHICS FOR NEW EXHIBIT | $100,000 |
| GATEWAY HOME - COMFORT CARE INC | |||||||
| 91 MAIN STREET | ATTICA | NY | 14011 | NONE | PUBLIC CHARITY | PURCHASE SUPPLIES, MATERIALS FOR ROOF AND KITCHEN | $40,000 |
| CORNELL COOPERATIVE EXTENSION OF NIAGARA COUNTY | |||||||
| 4487 LAKE AVENUE | LOCKPORT | NY | 14094 | NONE | PUBLIC CHARITY | COMPLETE CONSTRUCTION FOR WNY FOOD INCUBATOR KITCHEN | $70,000 |
| KEVIN GUEST HOUSE | |||||||
| 782 ELLICOTT STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | PURCHASE COMMERCIAL-GRADE GUEST FURNITURE | $20,500 |
| VILLA MARIA COLLEGE FOOD PANTRY | |||||||
| 240 PINE RIDGE RD | BUFFALO | NY | 14225 | NONE | PUBLIC CHARITY | PURCHASE AND INSTALL HYDRATION STATION | $2,233 |
| BUFFALO NIAGARA WATERKEEPER | |||||||
| 721 MAIN STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | EDUCATION & MONITORING PROGRAMS AT SATELLITE OFFICE | $60,662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $502,940 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUFFALO SUZUKI STRINGS INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5815 4 WEBSTER ST | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ADA HANDICAP ACCESSIBLE BATHROOMS RENOVATION | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278,805 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $399,414 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC REVENUE | Desc |
| Exclusion | $6 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $678,225 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $678,225 | 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 | $4,275 | Amt |
| Net Investment Income | $3,420 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $855 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| BOURBON COUNTY SCHOOLS | ||||||||||
| 3343 LEXINGTON RD | PARIS | KY | 40361 | 2018-08-28 | $10,000 | FOOD AND EQUIPMENT FOR WEEKEND BACKPACK PROGRAM FOR CHILDREN | $10,000 | 3/27/19, 4/29/19 | 2019-04-29 | THE GRANT WAS USED TO FUND A WEEKEND BACKPACK FOOD PROGRAM FOR STUDENTS IN NEED IN BOURBON COUNTY KENTUCKY. THE FOLLOW UP REPORT WAS RECEIVED IN APRI 2019. THE FUNDS WERE SPENT IN ENTIRITY AND THE ORGANIZATION SUBMITTED RECEIPTS. |
| BOURBON COUNTY SCHOOLS | ||||||||||
| 3343 LEXINGTON RD | PARIS | KY | 40361 | 2018-08-08 | $10,000 | SECURITY SYSTEM FOR MIDDLE SCHOOL | $10,000 | 3/21/19 | 2019-05-09 | THE GRANT FUNDS WERE USED TO PURCHASE SECURITY SYSTEM FOR THE MIDDLE SCHOOL, WHICH WERE INSTALLED IN SEPTEMBER 2018. THE FUNDS WERE SPENT IN ENTIRITY, AND THE ORGANIZATION SUBMITTED RECEIPTS AND PHOTOS OF THE EQUIPMENT. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - STOCKS & MUTUAL FUNDS | StockNm |
| EOY Book Value | $10,321,785 | EOYBookValueAmt |
| EOYFMV | $10,321,785 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ORTHO VENTURES LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,544 | BookValueAmt |
| EOYFMV | $4,544 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $1,368,571 | Amt |
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 |
| PORTFOLIO DEDUCTIONS | $27 | $27 | $0 |
| ISF PROPERTY LICENSE | $500 | $0 | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC REVENUE | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $39,589 | Amt |
| Net Investment Income | $31,671 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,918 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PAYMENTS | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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