THE WESTERN NEW YORK FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE WESTERN NEW YORK FOUNDATION (EIN 16-0845962)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2019-07-23
- IRS object ID
- 201942049349100604
- 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
- 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 | 2019-07-23T09:49:54-05:00 | ReturnTs |
| Tax Period End | 2019-03-31 | 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 | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160845962 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTERN NEW YORK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 7168394225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SUMMER STREET 3RD FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULETTE M CROOKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7168394225 | PhoneNum |
| Signature | 2019-07-11 | 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 | 2019-07-11 | 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 | 2019-07-11 | IPDt |
| IP Tm | 11:12:08 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AA68E148E74D7B0D2FF50DC842D242E7E034EF55 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2F55945E557C160355704803DA393A47E1E777C4 | 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 | $17,579,008 | 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 | $3,300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $364,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $364,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $618,531 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,912,260 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $618,531 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $986,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $983,311 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $110,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $104,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $13,694 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $137 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $13,557 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $30,479 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,524 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,955 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,447 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,198 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $249 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,161 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $11,268 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,268 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,263 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,316 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,947 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $233,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,226 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $786,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $786,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,020,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $969,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,101 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $941,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,342 | CashBOYAmt |
| Cash EOY | $180,145 | CashEOYAmt |
| Cash EOYFMV | $180,145 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $109,843 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,652 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,652 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,529 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $17,360,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,295,211 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,295,211 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,539,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,579,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,579,008 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,571 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,571 | 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 | $17,539,524 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,576,437 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,539,524 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,576,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,539,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,579,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,539,524 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,101 | ExcessRevenueOverExpensesAmt |
| Other Increases | $71,014 | OtherIncreasesAmt |
| Subtotal | $17,576,437 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,576,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE MSCI ETF | P | 2015-11-18 | 2018-06-01 | $191,084 | $160,867 | $30,217 | $30,217 |
| ISHARES CORE S&P MID ETF | P | 2011-03-24 | 2018-06-01 | $45,511 | $22,287 | $23,224 | $23,224 |
| ISHARES CORE S&P MID ETF | P | 2012-06-26 | 2018-06-01 | $64,735 | $29,887 | $34,848 | $34,848 |
| ISHARES CORE S&P MID ETF | P | 2012-06-26 | 2018-06-01 | $19,617 | $9,060 | $10,557 | $10,557 |
| ISHARES RUSSELL ETF | P | 2007-11-09 | 2018-06-01 | $58,063 | $28,512 | $29,551 | $29,551 |
| ISHARES RUSSELL ETF | P | 2011-03-24 | 2018-06-01 | $40,197 | $20,134 | $20,063 | $20,063 |
| ISHARES CORE S&P SMALLCAP ETF | P | 2011-03-24 | 2018-06-01 | $36,946 | $15,732 | $21,214 | $21,214 |
| ISHARES CORE S&P SMALLCAP ETF | P | 2012-06-26 | 2018-06-01 | $76,734 | $32,320 | $44,414 | $44,414 |
| VANGUARD TOTAL STOCK ETF | P | 2014-06-16 | 2018-06-01 | $58,715 | $41,832 | $16,883 | $16,883 |
| VANGUARD TOTAL STOCK ETF | P | 2014-06-16 | 2018-06-06 | $212,687 | $149,789 | $62,898 | $62,898 |
| VANGUARD SMALL CAP ETF | P | 2011-03-24 | 2018-06-01 | $33,447 | $16,360 | $17,087 | $17,087 |
| VANGUARD SMALL CAP ETF | P | 2012-06-26 | 2018-06-01 | $35,479 | $16,560 | $18,919 | $18,919 |
| ISHARES US REAL ESTATE ETF | P | 2017-10-27 | 2018-07-10 | $42,490 | $41,610 | $880 | $880 |
| VANGUARD TOTAL STOCK ETF | P | 2014-06-16 | 2018-07-10 | $202,557 | $141,423 | $61,134 | $61,134 |
| VANGUARD TOTAL STOCK ETF | P | 2006-11-20 | 2018-07-27 | $4,392 | $2,082 | $2,310 | $2,310 |
| FRANGRANCENET.COM INC | P | 2012-12-17 | 2018-11-02 | $269,029 | $185,625 | $83,404 | $83,404 |
| VANGUARD TOTAL STOCK ETF | P | 2006-11-20 | 2019-01-22 | $13,431 | $6,939 | $6,492 | $6,492 |
| ISHARES US REAL ESTATE ETF | P | 2018-06-01 | 2019-03-13 | $14,637 | $13,345 | $1,292 | $1,292 |
| ISHARES US REAL ESTATE ETF | P | 2017-10-27 | 2019-03-13 | $60,270 | $55,692 | $4,578 | $4,578 |
| ISHARES US REAL ESTATE ETF | P | 2017-10-27 | 2019-03-13 | $11,193 | $10,343 | $850 | $850 |
| VANGUARD TOTAL STOCK ETF | P | 2014-06-16 | 2019-03-13 | $421,046 | $293,330 | $127,716 | $127,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $618,531 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $853,858 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,194,550 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049659 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $660,214 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,327,402 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043074 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $830,852 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,812,725 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056090 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $745,220 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,522,002 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048011 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $682,822 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,249,081 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047920 | DistributionYr5Rt |
| Total Distribution | 0.244754 | TotalDistributionRt |
| Average Distribution | 0.048951 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,482,332 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $855,778 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,411 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $865,189 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $969,076 | 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 | $9,411 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,411 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,571 | 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 | 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 | WWW.WNYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BETH K GOSCH | IndividualWithBooksNm |
| Phone | 7168394225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SUMMER STREET 3RD FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14209 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER S JOHNSON | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| PAULETTE M CROOKE | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANDREW W DORN | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHARON J MATHE | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| THEODORE V BUERGER | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | TREASURER | 1.00 | $0 | $0 | $0 |
| JAMES AW MCLEOD | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | SECRETARY | 1.00 | $0 | $0 | $0 |
| AMEY D MOOT | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHELLEY M KIMELBERG | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BERNIE A TOLBERT | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETH K GOSCH | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | EXECUTIVE DIRECTOR | 40.00 | $110,000 | $21,000 | $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 | $17,600,268 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,292 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,748,560 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,748,560 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $266,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,482,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $874,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $874,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,411 | TotalTaxAmt |
| Distributable Before Adj | $864,706 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $864,706 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $864,706 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $969,076 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $969,076 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,411 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $959,665 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $864,706 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $25,945 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $7,792 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,737 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $969,076 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $864,706 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $104,370 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $138,107 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $138,107 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $25,945 | ExcessFromYear3Amt |
| Excess From Year1 | $7,792 | ExcessFromYear1Amt |
| Excess From Current Year | $104,370 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BETH K GOSCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SUMMER STREET 3RD FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168394225 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOUNDATION'S WEBSITE - ELECTRONIC SUBMISSION REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30TH AND NOVEMBER 30TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOUNDATION'S WEBSITE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 716 MINISTRIES | ||||||
| 301 14TH STREET | BUFFALO | NY | 14213 | PC | NEW ROOF TO SAVE LORETTO MINISTRY CENTER | $45,000 |
| AFRICAN AMERICAN CULTURAL CENTER | ||||||
| 350 MASTEN AVENUE | BUFFALO | NY | 14209 | PC | TRUSTEE DISCRETIONARY GRANT_CAPACITY BUILDING | $1,900 |
| ART FOR RURAL AMERICA | ||||||
| 130 MAIN STREET | WELLSVILLE | NY | 14895 | PC | THE FASSETT GREENSPACE (PHASE III) | $10,500 |
| ARTPARK & COMPANY INC | ||||||
| 450 SOUTH 4TH STREET | LEWISTON | NY | 14092 | PC | RAISER'S EDGE NXT AND DEVELOPMENT ASSOCIATE | $50,000 |
| BORNHAVA | ||||||
| 25 CHATEAU TERRACE S | BUFFALO | NY | 14226 | PC | HR MANAGER POSITION | $25,000 |
| BUFFALO ARTS AND TECHNOLOGY CENTER INC | ||||||
| 1221 MAIN STREET | BUFFALO | NY | 14209 | PC | BUSINESS PLANNING | $8,500 |
| BUFFALO STATE COLLEGE FOUNDATION INC | ||||||
| 1300 ELMWOOD AVENUE | BUFFALO | NY | 14222 | PC | TRUSTEE'S DISCRETIONARY GRANT: SOLID FOUNDATION PREP | $2,000 |
| BUFFALO STRING WORKS | ||||||
| PO BOX 195 | BUFFALO | NY | 14213 | PC | PROFESSIONAL DEVELOPMENT INITIATIVE | $10,000 |
| BUFFALO URBAN LEAGUE | ||||||
| 15 E GENESEE STREET | BUFFALO | NY | 14203 | PC | TRUSTEE DISCRETIONARY GRANT: GALA SUPPORT | $1,700 |
| CARE MANAGEMENT COALITION | ||||||
| 1000 MAIN STREET | BUFFALO | NY | 14209 | PC | STRATEGIC AND BUSINESS PLANNING | $25,000 |
| CATTARAUGUS COUNTY ARTS COUNCIL | ||||||
| 100 W MAIN ST | ALLEGANY | NY | 14706 | PC | NEW LOCATION AND EXPANSION PROJECT FOR 20TH ANNIVERSARY | $25,000 |
| CCNY | ||||||
| 160 CONVENT AVE | NEW YORK | NY | 10031 | PC | ICAP EVALUATION | $1,250 |
| CCNY | ||||||
| 160 CONVENT AVE | NEW YORK | NY | 10031 | PC | NONPROFIT CAPACITY SUPPORT COALITION | $477 |
| CHAUTAUQAUA INSTITUTION | ||||||
| 1 AMES AVE | CHAUTAUQUA | NY | 14722 | PC | CHAUTAUQUA ARTS EDUCATION EXPANSION | $10,000 |
| CLEAN AIR COALITION | ||||||
| 341 DELAWARE AVENUE | BUFFALO | NY | 14202 | PC | TRUSTEE DISCRETIONARY GRANT: PROFESSIONAL DEVELOPMENT/ MIDWEST ACADEMY'S SUPERVISING ORGANIZERS | $4,500 |
| CLYMER-FRENCH CREEK FREE LIBRARY | ||||||
| 564 CLYMER- SHERMAN RD | CLYMER | NY | 14724 | PC | ACCESSIBILITY IMPROVEMENT PROJECT | $12,000 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | ||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | FUND FOR THE ARTS | $5,000 |
| CORNELL COOPERATIVE EXTENSION OF ALLEGANY | ||||||
| 5435A COUNTY ROAD 48 | BELMONT | NY | 14813 | PC | TRUSTEE DISCRETIONARY GRANT_CAPACITY BUILDING | $5,000 |
| CORNELL COOPERATIVE EXTENSION OF ALLEGANY COUNTY | ||||||
| 5435A COUNTY ROAD 48 | BELMONT | NY | 14813 | PC | KITCHEN RENOVATION | $15,000 |
| EXPLORE & MORE CHILDREN'S MUSEUM | ||||||
| 300 GLEED AVENUE | EAST AURORA | NY | 14052 | PC | CULTURAL PROGRAM COORDINATOR | $30,000 |
| FAMILY HELP CENTER | ||||||
| 60 DINGENS ST | BUFFALO | NY | 14206 | PC | BEHAVIORAL SPECIALIST POSITION | $47,842 |
| GENESEE-ORLEANS REGIONAL ARTS COUNCIL | ||||||
| 201 EAST MAIN STREET | BATAVIA | NY | 14020 | PC | GALLERY/BACK OF HOUSE UPGRADES | $10,000 |
| GERARD PLACE | ||||||
| 2515 BAILEY AVENUE | BUFFALO | NY | 14215 | PC | PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING | $2,000 |
| GERARD PLACE | ||||||
| 2515 BAILEY AVENUE | BUFFALO | NY | 14215 | PC | COMMUNITY CENTER ALARM SYSTEM | $30,872 |
| HEALTH SCIENCES CHARTER SCHOOL | ||||||
| 1140 ELLICOTT STREET | BUFFALO | NY | 14209 | PC | EXPAND LITERACY PROGRAM | $9,760 |
| HOUSING OPPORTUNITIES MADE EQUAL | ||||||
| 1542 MAIN STREET | BUFFALO | NY | 14209 | PC | TECHNOLOGY UPGRADE | $29,850 |
| INFINITY VISUAL AND PERFORMING ARTS INC | ||||||
| 301 EAST SECOND STREET SUITE 101 | JAMESTOWN | NY | 14701 | PC | TRUSTEE DISCRETIONARY GRANT: GRANTWRITING AND RESEARCH ASSISTANCE | $3,000 |
| INTERNATIONAL INSTITUTE OF BUFFALO | ||||||
| 864 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING | $1,500 |
| JERICHO ROAD COMMUNITY HEALTH CENTER | ||||||
| 184 BARTON STREET | BUFFALO | NY | 14213 | PC | PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING | $5,000 |
| JERICHO ROAD COMMUNITY HEALTH CENTER | ||||||
| 184 BARTON STREET | BUFFALO | NY | 14213 | PC | TEAM DISCOVERY AND LEADERSHIP DEVELOPMENT TRAINING | $10,000 |
| JOURNEY'S END REFUGEE SERVICES | ||||||
| 2495 MAIN STREET | BUFFALO | NY | 14214 | PC | PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING | $1,500 |
| JUST BUFFALO LITERARY CENTER | ||||||
| 2495 MAIN STREET | BUFFALO | NY | 14214 | PC | TRUSTEE DISCRETIONARY GRANT_CAPACITY BUILDING | $1,000 |
| LOCAL INITIATIVES SUPPORT CORP | ||||||
| 70 WEST CHIPPEWA STREET | BUFFALO | NY | 14202 | PC | TRUSTEE DISCRETIONARY GRANT_CAPACITY BUILDING | $5,000 |
| NATIONAL FEDERATION FOR JUST COMMUNITIES | ||||||
| 360 DELAWARE AVENUE SUITE 106 | BUFFALO | NY | 14202 | PC | TRUSTEE DISCRETIONARY GRANT_CAPACITY BUILDING | $3,500 |
| NEIGHBORHOOD LEGAL SERVICES INC | ||||||
| 237 MAIN STREET | BUFFALO | NY | 14203 | PC | SOFTWARE UPGRADE | $35,000 |
| NEW YORK FUNDERS ALLIANCE | ||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | ANNUAL CONTRIBUTION (2019) | $2,000 |
| NIAGARA ARTS AND CULTURAL CENTER | ||||||
| 1201 PINE AVENUE | NIAGARA FALLS | NY | 14301 | PC | FEASIBILITY STUDY FOR THEATER RESTORATION | $22,000 |
| OLEAN-BRADFORD AREA YMCA | ||||||
| 1101 WAYNE STREET | OLEAN | NY | 14760 | PC | TRUSTEE DISCRETIONARY GRANT: OUTCOMES, DATA AND VALUE PROPOSITIONS SUSTAINABILITY PROJECT | $5,000 |
| OLMSTED CENTER FOR SIGHT | ||||||
| 1170 MAIN STREET | BUFFALO | NY | 14209 | PC | TEACHER FOR THE VISUALLY IMPAIRED TRAINING PROGRAM | $12,935 |
| PUSH | ||||||
| 271 GRANT STREET | BUFFALO | NY | 14213 | PC | TRUSTEE DISCRETIONARY GRANT_CAPACITY BUILDING | $1,000 |
| PARENT NETWORK OF WNY | ||||||
| 1000 MAIN STREET | BUFFALO | NY | 14209 | PC | 2ND ANNUAL WNY FAMILY ENGAGEMENT CONFERENCE | $500 |
| PARTNERSHIP FOR THE PUBLIC GOOD | ||||||
| 617 MAIN STREET FLOOR 3R | BUFFALO | NY | 14203 | PC | TRUSTEE DISCRETIONARY GRANT_CAPACITY BUILDING | $5,000 |
| PERRY CENTRAL SCHOOL DISTRICT | ||||||
| 33 WATKINS AVENUE | PERRY | NY | 14530 | PC | PRECISION AGRICULTURE/WATER QUALITY TECHNOLOGY EXPANSION | $35,415 |
| RICHARDSON CENTER CORPORATION | ||||||
| PO BOX 100 | BUFFALO | NY | 14214 | PC | PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING | $500 |
| ROAD LESS TRAVELED PRODUCTIONS | ||||||
| PO BOX 542 | BUFFALO | NY | 14205 | PC | MOVE TO PERMANENT HOME | $25,000 |
| ROYCROFT CAMPUS CORPORATION | ||||||
| 31 SOUTH GROVE STREET | EAST AURORA | NY | 14052 | PC | PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING | $1,000 |
| RURAL OUTREACH CENTER | ||||||
| 730 OLEAN ROAD | EAST AURORA | NY | 14052 | PC | SOCIAL WORKER POSITION (2 YEARS) | $54,000 |
| THE PATTERSON LIBRARY | ||||||
| 1167 NY-311 | PATTERSON | NY | 12563 | PC | BOOK PURCHASES | $5,000 |
| THE SERVICE COLLABORATIVE OF WNY INC | ||||||
| 173 ELM ST | BUFFALO | NY | 14203 | PC | DATA & QUALITY IMPROVEMENT | $10,000 |
| TORN SPACE THEATER | ||||||
| 612 FILLMORE AVE | BUFFALO | NY | 14212 | PC | PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING | $1,500 |
| UB FOUNDATION | ||||||
| PO BOX 900 | BUFFALO | NY | 14226 | PC | MOOT EVIDENCE AWARD | $1,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: COUNCIL ON ADDICTION RECOVERY SERVICES | $10,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: FIELD AND FORK | $10,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP PROGRAM PEACEPRINTS OF WNY | $10,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ISAIAH 61 OD AND FINANCIAL CONSULTING | $20,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP - THE FOUNDRY | $10,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP: CHAUTAUQUA CHILDREN'S SAFETY VILLAGE | $749 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | BROADWAY FILLMORE NEIGHBORHOOD HOUSING SERVICES - SUPPORT OF STRATEGIC LEADERSHIP. | $20,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | CCNY/NONPROFIT CAPACITY SUPPORT COALITION | $200 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP PROGRAM: YAWNY | $10,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING | $2,000 |
| WESTERN NEW YORK ARTISTS GROUP | ||||||
| 1 LINWOOD AVENUE | BUFFALO | NY | 14209 | PC | TRUSTEE DISCRETIONARY GRANT: OFFICE WORKSTATION | $3,500 |
| WESTERN NEW YORK BOOK ARTS COLLABORATIVE | ||||||
| 468 WASHINGTON STREET | BUFFALO | NY | 14203 | PC | SUCCESSION PLAN | $22,500 |
| WIDE AWAKE CLUB LIBRARY | ||||||
| 46 W MAIN STREET | FILLMORE | NY | 14735 | PC | TRUSTEE DISCRETIONARY GRANT_PROGRAM ENGAGEMENT INITIATIVE | $2,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $786,850 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | ||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | EAST SIDE CORRIDOR INITIATIVE | $100,000 |
| EXPLORE & MORE CHILDREN'S MUSEUM | ||||||
| 300 GLEED AVENUE | EAST AURORA | NY | 14052 | PC | CULTURAL PROGRAM COORDINATOR | $15,000 |
| NEW YORK FUNDERS ALLIANCE | ||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | NONPROFIT CAPACITY SUPPORT COALITION | $4,323 |
| NEW YORK FUNDERS ALLIANCE | ||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | NONPROFIT SUPPORT CAPACITY GROUP | $10,000 |
| RURAL OUTREACH CENTER | ||||||
| 730 OLEAN ROAD | EAST AURORA | NY | 14052 | PC | SOCIAL WORKER POSITION (2 YEARS) | $54,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP - CARES | $1,500 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP - FIELD AND FORK | $1,500 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP PROGRAM PEACEPRINTS OF WNY | $1,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP - THE FOUNDRY | $1,500 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP PROGRAM: YAWNY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $189,823 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $364,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $618,531 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $983,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $983,311 | 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 | $2,200 | Amt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4696 SHS - ISHARES TIP BOND | $530,977 | $530,977 |
| 6279 SHS - ISHARES CORE S&P MID ETF | $1,189,242 | $1,189,242 |
| 8545 SHS - ISHARES CORE S&P EFT SMALLCAP | $659,247 | $659,247 |
| 28178 SHS - ISHARES CORE MSCI ETF EAFE ETF | $1,712,377 | $1,712,377 |
| 23076 SHS - ISHARES RUSSELL ETF MIDCAP | $1,244,950 | $1,244,950 |
| 9951 SHS - ISHARES ETF US REAL ESTATE | $866,135 | $866,135 |
| 7929 SHS - VANGUARD SMALL CAP ETF | $1,211,551 | $1,211,551 |
| 56183 SHS - VANGUARD TOTAL STOCK MARKET ETF | $8,130,242 | $8,130,242 |
| 23959 SHS - ISHARES CORE MSCI ETF EMERGING MARKETS ETC IEMG | $1,238,920 | $1,238,920 |
| 12517 SHS - VANGUARD FTSE ETF DEVELOPED MARKETS ETF | $511,570 | $511,570 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER EXPENSES | $2,449 | $0 | $2,449 |
| POSTAGE | $125 | $0 | $125 |
| TELEPHONE | $1,807 | $0 | $1,807 |
| MISCELLANEOUS | $232 | $0 | $232 |
| WEBSITE | $2,024 | $0 | $2,024 |
| PAYROLL SERVICE FEE & BANK FEES | $735 | $0 | $735 |
| DUES & SUBSCRIPTIONS | $1,835 | $0 | $1,835 |
| INSURANCE | $2,143 | $0 | $2,143 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $71,014 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $31,115 | $31,115 | $0 |
| CONSULTING | $332 | $83 | $249 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $9,411 | $0 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
Comments