EASTMAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EASTMAN FOUNDATION (EIN 80-0526565)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-19
- IRS object ID
- 201921709349100407
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-19T09:30:10-05:00 | 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 | 800526565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 7168562200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 779 WASHINGTON STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN F CALZI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7168562200 | PhoneNum |
| Signature | 2019-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SCHAFFSTALL | PreparerPersonNm |
| PTIN | P00546578 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2019-05-29 | 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 | 2019-05-29 | IPDt |
| IP Tm | 17:53:42 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B53010468879FA14E3E67C932615B91866971F5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B53010468879FA14E3E67C932615B91866971F5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,492 | 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 | $101,785 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,382 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,722 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,010 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,178 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $43,178 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $126,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,383 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,178 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $97 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,339 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $43,178 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,011 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $43,178 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,011 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,013 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,013 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $43,178 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,024 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $833 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,232 | CashBOYAmt |
| Cash EOY | $29,793 | CashEOYAmt |
| Cash EOYFMV | $29,793 | CashEOYFMVAmt |
| Corporate Stock BOY | $41,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,699 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,699 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $73,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,492 | 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 | $73,984 | RetainedEarningBOYAmt |
| Retained Earning EOY | $67,492 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,133 | OtherIncreasesAmt |
| Subtotal | $67,492 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| KRAFT HEINZ CO - 110 SH | 2017-10-13 | 2018-04-18 | $6,663 | $8,575 | -$1,912 | -$1,912 |
| INNATE IMMUNOTHERAPEUTIC - 216 SH | 2019-11-29 | 2018-05-09 | $54 | $1,289 | -$1,235 | -$1,235 |
| INNATE IMMUNOTHERAPEUTIC - 1030 SH | 2017-01-24 | 2018-05-09 | $256 | $14,957 | -$14,701 | -$14,701 |
| GENERAL ELECTRIC - 75 SHS | 2018-01-04 | 2018-06-20 | $956 | $1,387 | -$431 | -$431 |
| GENERAL MOTORS CO - 200 SHS | 2015-06-26 | 2018-11-05 | $7,191 | $6,877 | $314 | $314 |
| LAS VEGAS SANDS CORP - 89 SHS | 2018-04-08 | 2018-11-05 | $4,890 | $6,647 | -$1,757 | -$1,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,722 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,647 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $87,688 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.672373 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $118,779 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $94,026 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.263257 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $149,515 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $71,315 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.096544 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $145,711 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $61,803 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.357669 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $102,991 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $62,452 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.649123 | DistributionYr5Rt |
| Total Distribution | 9.038966 | TotalDistributionRt |
| Average Distribution | 1.807793 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $113,416 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $205,033 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $205,041 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,024 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $28 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11 | OverpaymentAmt |
| Applied To ES Tax | $11 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.EASTMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | STEVEN F CALZI | IndividualWithBooksNm |
| Phone | 7165667210 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 779 WASHINGTON STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT L STEVENSON | ||||||||
| 779 WASHINGTON STREET | BUFFALO | NY | 14203 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| R TREVOR STEVENSON | ||||||||
| 779 WASHINGTON STREET | BUFFALO | NY | 14203 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVEN F CALZI | ||||||||
| 779 WASHINGTON STREET | BUFFALO | NY | 14203 | TREASURER | 3.00 | $0 | $0 | $0 |
| MARLA L CONIGLIO | ||||||||
| 779 WASHINGTON STREET | BUFFALO | NY | 14203 | SECRETARY | 5.00 | $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 | $39,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $115,143 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $115,143 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,671 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17 | TotalTaxAmt |
| Distributable Before Adj | $5,654 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,654 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,654 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,024 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,024 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $102,024 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,654 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $99,868 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $142,621 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $145,961 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $114,096 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $142,285 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $644,831 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,024 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,654 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,370 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $741,201 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $99,868 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $641,333 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $142,621 | ExcessFromYear4Amt |
| Excess From Year3 | $145,961 | ExcessFromYear3Amt |
| Excess From Year2 | $114,096 | ExcessFromYear2Amt |
| Excess From Year1 | $142,285 | ExcessFromYear1Amt |
| Excess From Current Year | $96,370 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BUFFALO CITY MISSION- BUILDING FUND | ||||||
| 100 E TUPPER STREET | BUFFALO | NY | 14203 | PC | BUILDING FUND | $5,000 |
| KEVIN GUEST HOUSE | ||||||
| 782 ELLICOTT STREET | BUFFALO | NY | 14203 | PC | FUNDRAISING EVENT | $8,500 |
| PARK SCHOOL | ||||||
| 4625 HARLEM ROAD | AMHERST | NY | 14226 | PC | DONATION | $2,000 |
| SHEAS PERFORMING ART CENTER DEPT 590 | ||||||
| PO BOX 8000 | BUFFALO | NY | 14267 | PC | FUNDRAISING EVENT | $3,700 |
| SISTERS HOSPITAL - NICU RENOVATION | ||||||
| 2157 MAIN STREET | BUFFALO | NY | 14214 | PC | NICU RENOVATION PROJECT | $5,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14127 | PC | VARIOUS SOCIAL SERVICES | $44,063 |
| MEDAILLE COLLEGE | ||||||
| 18 AGASSIZ CIRCLE | BUFFALO | NY | 14214 | PC | ENDOWMENT FUND | $10,000 |
| SALVATION ARMY | ||||||
| 960 MAIN STREET | BUFFALO | NY | 14202 | PC | GENERAL DONATION | $500 |
| CATHOLIC CHARITIES | ||||||
| 741 DELAWARE AVE | BUFFALO | NY | 14209 | PC | GENERAL DONATION | $1,000 |
| HABITAT FOR HUMANITY | ||||||
| 1675 SOUTH PARK AVE | BUFFALO | NY | 14220 | PC | GENERAL CONTRIBUTION | $500 |
| AMHERST YOUTH FOUNDATION | ||||||
| 5005 SHERIDAN DRIVE | WILLIAMSVILLE | NY | 14221 | PC | GENERAL CONTRIBUTION | $750 |
| ALBRIGHT KNOX ART GALLERY | ||||||
| 1285 ELMWOOD AVE | BUFFALO | NY | 14222 | PC | BUILDING EXPANSION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,013 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14127 | PC | VARIOUS SOCIAL SERVICES | $80,000 |
| MEDAILLE COLLEGE | ||||||
| 18 AGASSIZ CIRCLE | BUFFALO | NY | 14214 | PC | ENDOWMENT FUND | $40,000 |
| BUFFALO CITY MISSION- BUILDING FUND | ||||||
| 100 E TUPPER STREET | BUFFALO | NY | 14203 | PC | BUILDING FUND | $5,000 |
| KEVIN GUEST HOUSE | ||||||
| 782 ELLICOTT STREET | BUFFALO | NY | 14203 | PC | FUNDRAISING EVENT | $76,500 |
| SISTERS HOSPITAL - NICU RENOVATION | ||||||
| 2157 MAIN STREET | BUFFALO | NY | 14214 | PC | NICU RENOVATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $211,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,382 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$19,722 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Related Or Exempt Function Incm | $43,178 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,383 | ExclusionAmt |
| Related Or Exempt Function Incm | $23,456 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,839 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | GOLF TOURNAMENT TO RAISE FUNDS TO PROVIDE FINANCIAL AND IN-KIND SUPPORT FOR EDUCATIONAL, RECREATIONAL, AND SOCIAL SERVICES WITH EMPHASIS ON THE YOUTH AND SOCIAL SERVICE ORGANIZATION'S IN WESTERN NEW YORK. | RelationshipStatementTxt |
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 (6 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FENGATE CAPITAL MANAGEMENT | |||||||||||
| 1 | 3425 HARVESTER ROAD SUITE 105 | BURLINGTON | ONTARIO | CA | L7N 3N1 | $19,990 | Yes (X) | ||||
| RAMAN LUTHRA | |||||||||||
| 2 | $5,000 | Yes (X) | 361 DELAWARE AVE | BUFFALO | NY | 14202 | |||||
| RICHARD KRIEGER | |||||||||||
| 3 | $5,000 | Yes (X) | 200 DELAWARE AVENUE SUITE 1200 | BUFFALO | NY | 14202 | |||||
| LAWLEY INSURANCE | |||||||||||
| 4 | $5,000 | Yes (X) | 361 DELAWARE AVE | BUFFALO | NY | 14202 | |||||
| JASON MCCABE | |||||||||||
| 5 | $10,200 | Yes (X) | 4476 MAIN STREET SUITE 113B | AMHERST | NY | 14226 | |||||
| ROBERT C WALTER PHILANTHROPIC FUND | |||||||||||
| 6 | $5,000 | Yes (X) | MERRILL LYNCH 6245 SHERIDAN DR SUIT | WILLIAMSVILLE | NY | 14221 | |||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $37,699 | EOYBookValueAmt |
| EOYFMV | $37,699 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GOLF TOURNAMENT FUNDRAISER EXPENSES | $54,189 | $0 | $43,178 | $11,011 |
| SERVICE CHARGE | $150 | $150 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Revenue And Expenses Per Books | $43,178 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $43,178 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $13,133 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| EASTMAN MACHINE COMPANY | |||||||||
| 779 WASHINGTON STREET | BUFFALO | NY | 14203 | ||||||
| FENGATE CAPITAL | |||||||||
| 3425 HARVESTER ROAD SUITE 105 | BURLINGTON | ONTARIO | CA | L7N 3N1 | |||||
| FW YACHT CLUB | |||||||||
| 3535 MILITARY TRAIL SUITE 101 | JUPITER | FL | 33458 | ||||||
| HODGSON RUSS | |||||||||
| THE GUARANTY BUILDING 140 PEARL | BUFFALO | NY | 14202 | STREET | |||||
| NORTHTOWN AUTOMOTIVE GROUP | |||||||||
| 1135 MILLLERSPORT HIGHWAY | AMHERST | NY | 14226 | ||||||
| SPEED GLOBAL | |||||||||
| 2299 KENMORE AVE | BUFFALO | NY | 14207 | ||||||
| RICH KREIGER | |||||||||
| THE AVANT BUILDING 200 DELAWARE AVE | BUFFALO | NY | 14202 | SUITE 1200 | |||||
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS ANNUAL FILING FEES | $75 | $0 | $0 | $0 |
| FEDERAL TAXES | $22 | $0 | $0 | $0 |
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