2019-07-23T09:49:54-05:00 2019-03-31 454051133 FREED MAXICK CPAS PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990PF 2018-04-01 160845962 THE WESTERN NEW YORK FOUNDATION WEST 7168394225 11 SUMMER STREET 3RD FLOOR BUFFALO NY 14209 PAULETTE M CROOKE PRESIDENT 7168394225 2019-07-11 1 THOMAS DALTON P00645802 7168472651 2019-07-11 104.193.28.34 2019-07-11 11:12:08 ED P AA68E148E74D7B0D2FF50DC842D242E7E034EF55 2F55945E557C160355704803DA393A47E1E777C4 2018 2019-02-21 02:37:17Z X 17579008 X 3300 X 364780 364780 618531 1912260 618531 986611 983311 110000 5500 104500 13694 137 13557 30479 1524 28955 2200 550 1650 31447 31198 249 10161 0 750 11268 0 11268 13263 3316 9947 11350 0 11350 233862 42225 182226 786850 786850 1020712 42225 969076 -34101 941086 65342 180145 180145 109843 103652 103652 3529 0 0 17360810 17295211 17295211 17539524 17579008 17579008 2571 0 2571 X 0 0 0 0 17539524 17576437 17539524 17576437 17539524 17579008 17539524 -34101 71014 17576437 0 17576437 ISHARES CORE MSCI ETF P 2015-11-18 2018-06-01 191084 160867 30217 30217 ISHARES CORE S&P MID ETF P 2011-03-24 2018-06-01 45511 22287 23224 23224 ISHARES CORE S&P MID ETF P 2012-06-26 2018-06-01 64735 29887 34848 34848 ISHARES CORE S&P MID ETF P 2012-06-26 2018-06-01 19617 9060 10557 10557 ISHARES RUSSELL ETF P 2007-11-09 2018-06-01 58063 28512 29551 29551 ISHARES RUSSELL ETF P 2011-03-24 2018-06-01 40197 20134 20063 20063 ISHARES CORE S&P SMALLCAP ETF P 2011-03-24 2018-06-01 36946 15732 21214 21214 ISHARES CORE S&P SMALLCAP ETF P 2012-06-26 2018-06-01 76734 32320 44414 44414 VANGUARD TOTAL STOCK ETF P 2014-06-16 2018-06-01 58715 41832 16883 16883 VANGUARD TOTAL STOCK ETF P 2014-06-16 2018-06-06 212687 149789 62898 62898 VANGUARD SMALL CAP ETF P 2011-03-24 2018-06-01 33447 16360 17087 17087 VANGUARD SMALL CAP ETF P 2012-06-26 2018-06-01 35479 16560 18919 18919 ISHARES US REAL ESTATE ETF P 2017-10-27 2018-07-10 42490 41610 880 880 VANGUARD TOTAL STOCK ETF P 2014-06-16 2018-07-10 202557 141423 61134 61134 VANGUARD TOTAL STOCK ETF P 2006-11-20 2018-07-27 4392 2082 2310 2310 FRANGRANCENET.COM INC P 2012-12-17 2018-11-02 269029 185625 83404 83404 VANGUARD TOTAL STOCK ETF P 2006-11-20 2019-01-22 13431 6939 6492 6492 ISHARES US REAL ESTATE ETF P 2018-06-01 2019-03-13 14637 13345 1292 1292 ISHARES US REAL ESTATE ETF P 2017-10-27 2019-03-13 60270 55692 4578 4578 ISHARES US REAL ESTATE ETF P 2017-10-27 2019-03-13 11193 10343 850 850 VANGUARD TOTAL STOCK ETF P 2014-06-16 2019-03-13 421046 293330 127716 127716 618531 0 853858 17194550 0.049659 660214 15327402 0.043074 830852 14812725 0.056090 745220 15522002 0.048011 682822 14249081 0.047920 0.244754 0.048951 17482332 855778 9411 865189 969076 X 9411 0 9411 0 9411 6840 0 0 6840 0 2571 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 WWW.WNYFOUNDATION.ORG BETH K GOSCH 7168394225 11 SUMMER STREET 3RD FLOOR BUFFALO NY 14209 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 110000 21000 0 NONE 0 NONE 0 0 17600268 148292 0 17748560 0 0 17748560 266228 17482332 874117 874117 9411 9411 864706 0 864706 0 864706 969076 0 969076 9411 959665 864706 0 0 25945 7792 33737 969076 0 0 0 864706 104370 0 0 138107 0 0 0 0 0 0 0 138107 25945 7792 104370 BETH K GOSCH 11 SUMMER STREET 3RD FLOOR BUFFALO NY 14209 7168394225 SEE FOUNDATION'S WEBSITE - ELECTRONIC SUBMISSION REQUIRED JUNE 30TH AND NOVEMBER 30TH SEE FOUNDATION'S WEBSITE 716 MINISTRIES 301 14TH STREET BUFFALO NY 14213 PC NEW ROOF TO SAVE LORETTO MINISTRY CENTER 45000 AFRICAN AMERICAN CULTURAL CENTER 350 MASTEN AVENUE BUFFALO NY 14209 PC TRUSTEE DISCRETIONARY GRANT_CAPACITY BUILDING 1900 ART FOR RURAL AMERICA 130 MAIN STREET WELLSVILLE NY 14895 PC THE FASSETT GREENSPACE (PHASE III) 10500 ARTPARK & COMPANY INC 450 SOUTH 4TH STREET LEWISTON NY 14092 PC RAISER'S EDGE NXT AND DEVELOPMENT ASSOCIATE 50000 BORNHAVA 25 CHATEAU TERRACE S BUFFALO NY 14226 PC HR MANAGER POSITION 25000 BUFFALO ARTS AND TECHNOLOGY CENTER INC 1221 MAIN STREET BUFFALO NY 14209 PC BUSINESS PLANNING 8500 BUFFALO STATE COLLEGE FOUNDATION INC 1300 ELMWOOD AVENUE BUFFALO NY 14222 PC TRUSTEE'S DISCRETIONARY GRANT: SOLID FOUNDATION PREP 2000 BUFFALO STRING WORKS PO BOX 195 BUFFALO NY 14213 PC PROFESSIONAL DEVELOPMENT INITIATIVE 10000 BUFFALO URBAN LEAGUE 15 E GENESEE STREET BUFFALO NY 14203 PC TRUSTEE DISCRETIONARY GRANT: GALA SUPPORT 1700 CARE MANAGEMENT COALITION 1000 MAIN STREET BUFFALO NY 14209 PC STRATEGIC AND BUSINESS PLANNING 25000 CATTARAUGUS COUNTY ARTS COUNCIL 100 W MAIN ST ALLEGANY NY 14706 PC NEW LOCATION AND EXPANSION PROJECT FOR 20TH ANNIVERSARY 25000 CCNY 160 CONVENT AVE NEW YORK NY 10031 PC ICAP EVALUATION 1250 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 10000 CLEAN AIR COALITION 341 DELAWARE AVENUE BUFFALO NY 14202 PC TRUSTEE DISCRETIONARY GRANT: PROFESSIONAL DEVELOPMENT/ MIDWEST ACADEMY'S SUPERVISING ORGANIZERS 4500 CLYMER-FRENCH CREEK FREE LIBRARY 564 CLYMER- SHERMAN RD CLYMER NY 14724 PC ACCESSIBILITY IMPROVEMENT PROJECT 12000 COMMUNITY FOUNDATION FOR GREATER BUFFALO 726 EXCHANGE STREET SUITE 525 BUFFALO NY 14210 PC FUND FOR THE ARTS 5000 CORNELL COOPERATIVE EXTENSION OF ALLEGANY 5435A COUNTY ROAD 48 BELMONT NY 14813 PC TRUSTEE DISCRETIONARY GRANT_CAPACITY BUILDING 5000 CORNELL COOPERATIVE EXTENSION OF ALLEGANY COUNTY 5435A COUNTY ROAD 48 BELMONT NY 14813 PC KITCHEN RENOVATION 15000 EXPLORE & MORE CHILDREN'S MUSEUM 300 GLEED AVENUE EAST AURORA NY 14052 PC CULTURAL PROGRAM COORDINATOR 30000 FAMILY HELP CENTER 60 DINGENS ST BUFFALO NY 14206 PC BEHAVIORAL SPECIALIST POSITION 47842 GENESEE-ORLEANS REGIONAL ARTS COUNCIL 201 EAST MAIN STREET BATAVIA NY 14020 PC GALLERY/BACK OF HOUSE UPGRADES 10000 GERARD PLACE 2515 BAILEY AVENUE BUFFALO NY 14215 PC PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING 2000 GERARD PLACE 2515 BAILEY AVENUE BUFFALO NY 14215 PC COMMUNITY CENTER ALARM SYSTEM 30872 HEALTH SCIENCES CHARTER SCHOOL 1140 ELLICOTT STREET BUFFALO NY 14209 PC EXPAND LITERACY PROGRAM 9760 HOUSING OPPORTUNITIES MADE EQUAL 1542 MAIN STREET BUFFALO NY 14209 PC TECHNOLOGY UPGRADE 29850 INFINITY VISUAL AND PERFORMING ARTS INC 301 EAST SECOND STREET SUITE 101 JAMESTOWN NY 14701 PC TRUSTEE DISCRETIONARY GRANT: GRANTWRITING AND RESEARCH ASSISTANCE 3000 INTERNATIONAL INSTITUTE OF BUFFALO 864 DELAWARE AVENUE BUFFALO NY 14209 PC PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING 1500 JERICHO ROAD COMMUNITY HEALTH CENTER 184 BARTON STREET BUFFALO NY 14213 PC PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING 5000 JERICHO ROAD COMMUNITY HEALTH CENTER 184 BARTON STREET BUFFALO NY 14213 PC TEAM DISCOVERY AND LEADERSHIP DEVELOPMENT TRAINING 10000 JOURNEY'S END REFUGEE SERVICES 2495 MAIN STREET BUFFALO NY 14214 PC PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING 1500 JUST BUFFALO LITERARY CENTER 2495 MAIN STREET BUFFALO NY 14214 PC TRUSTEE DISCRETIONARY GRANT_CAPACITY BUILDING 1000 LOCAL INITIATIVES SUPPORT CORP 70 WEST CHIPPEWA STREET BUFFALO NY 14202 PC TRUSTEE DISCRETIONARY GRANT_CAPACITY BUILDING 5000 NATIONAL FEDERATION FOR JUST COMMUNITIES 360 DELAWARE AVENUE SUITE 106 BUFFALO NY 14202 PC TRUSTEE DISCRETIONARY GRANT_CAPACITY BUILDING 3500 NEIGHBORHOOD LEGAL SERVICES INC 237 MAIN STREET BUFFALO NY 14203 PC SOFTWARE UPGRADE 35000 NEW YORK FUNDERS ALLIANCE 431 E FAYETTE STREET SYRACUSE NY 13202 PC ANNUAL CONTRIBUTION (2019) 2000 NIAGARA ARTS AND CULTURAL CENTER 1201 PINE AVENUE NIAGARA FALLS NY 14301 PC FEASIBILITY STUDY FOR THEATER RESTORATION 22000 OLEAN-BRADFORD AREA YMCA 1101 WAYNE STREET OLEAN NY 14760 PC TRUSTEE DISCRETIONARY GRANT: OUTCOMES, DATA AND VALUE PROPOSITIONS SUSTAINABILITY PROJECT 5000 OLMSTED CENTER FOR SIGHT 1170 MAIN STREET BUFFALO NY 14209 PC TEACHER FOR THE VISUALLY IMPAIRED TRAINING PROGRAM 12935 PUSH 271 GRANT STREET BUFFALO NY 14213 PC TRUSTEE DISCRETIONARY GRANT_CAPACITY BUILDING 1000 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 5000 PERRY CENTRAL SCHOOL DISTRICT 33 WATKINS AVENUE PERRY NY 14530 PC PRECISION AGRICULTURE/WATER QUALITY TECHNOLOGY EXPANSION 35415 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 25000 ROYCROFT CAMPUS CORPORATION 31 SOUTH GROVE STREET EAST AURORA NY 14052 PC PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING 1000 RURAL OUTREACH CENTER 730 OLEAN ROAD EAST AURORA NY 14052 PC SOCIAL WORKER POSITION (2 YEARS) 54000 THE PATTERSON LIBRARY 1167 NY-311 PATTERSON NY 12563 PC BOOK PURCHASES 5000 THE SERVICE COLLABORATIVE OF WNY INC 173 ELM ST BUFFALO NY 14203 PC DATA & QUALITY IMPROVEMENT 10000 TORN SPACE THEATER 612 FILLMORE AVE BUFFALO NY 14212 PC PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING 1500 UB FOUNDATION PO BOX 900 BUFFALO NY 14226 PC MOOT EVIDENCE AWARD 1000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC ICAP: COUNCIL ON ADDICTION RECOVERY SERVICES 10000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC ICAP: FIELD AND FORK 10000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC ICAP PROGRAM PEACEPRINTS OF WNY 10000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC ISAIAH 61 OD AND FINANCIAL CONSULTING 20000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC ICAP - THE FOUNDRY 10000 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. 20000 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 10000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC PRESIDENT'S DISCRETIONARY GRANT-CAPACITY BUILDING 2000 WESTERN NEW YORK ARTISTS GROUP 1 LINWOOD AVENUE BUFFALO NY 14209 PC TRUSTEE DISCRETIONARY GRANT: OFFICE WORKSTATION 3500 WESTERN NEW YORK BOOK ARTS COLLABORATIVE 468 WASHINGTON STREET BUFFALO NY 14203 PC SUCCESSION PLAN 22500 WIDE AWAKE CLUB LIBRARY 46 W MAIN STREET FILLMORE NY 14735 PC TRUSTEE DISCRETIONARY GRANT_PROGRAM ENGAGEMENT INITIATIVE 2400 786850 COMMUNITY FOUNDATION FOR GREATER BUFFALO 726 EXCHANGE STREET SUITE 525 BUFFALO NY 14210 PC EAST SIDE CORRIDOR INITIATIVE 100000 EXPLORE & MORE CHILDREN'S MUSEUM 300 GLEED AVENUE EAST AURORA NY 14052 PC CULTURAL PROGRAM COORDINATOR 15000 NEW YORK FUNDERS ALLIANCE 431 E FAYETTE STREET SYRACUSE NY 13202 PC NONPROFIT CAPACITY SUPPORT COALITION 4323 NEW YORK FUNDERS ALLIANCE 431 E FAYETTE STREET SYRACUSE NY 13202 PC NONPROFIT SUPPORT CAPACITY GROUP 10000 RURAL OUTREACH CENTER 730 OLEAN ROAD EAST AURORA NY 14052 PC SOCIAL WORKER POSITION (2 YEARS) 54000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC ICAP - CARES 1500 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC ICAP - FIELD AND FORK 1500 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC ICAP PROGRAM PEACEPRINTS OF WNY 1000 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC ICAP - THE FOUNDRY 1500 UNITED WAY OF BUFFALO & ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 PC ICAP PROGRAM: YAWNY 1000 189823 14 364780 18 618531 0 983311 0 983311 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2200 550 1650 4696 SHS - ISHARES TIP BOND 530977 530977 6279 SHS - ISHARES CORE S&P MID ETF 1189242 1189242 8545 SHS - ISHARES CORE S&P EFT SMALLCAP 659247 659247 28178 SHS - ISHARES CORE MSCI ETF EAFE ETF 1712377 1712377 23076 SHS - ISHARES RUSSELL ETF MIDCAP 1244950 1244950 9951 SHS - ISHARES ETF US REAL ESTATE 866135 866135 7929 SHS - VANGUARD SMALL CAP ETF 1211551 1211551 56183 SHS - VANGUARD TOTAL STOCK MARKET ETF 8130242 8130242 23959 SHS - ISHARES CORE MSCI ETF EMERGING MARKETS ETC IEMG 1238920 1238920 12517 SHS - VANGUARD FTSE ETF DEVELOPED MARKETS ETF 511570 511570 COMPUTER EXPENSES 2449 0 2449 POSTAGE 125 0 125 TELEPHONE 1807 0 1807 MISCELLANEOUS 232 0 232 WEBSITE 2024 0 2024 PAYROLL SERVICE FEE & BANK FEES 735 0 735 DUES & SUBSCRIPTIONS 1835 0 1835 INSURANCE 2143 0 2143 UNREALIZED GAIN/LOSS 71014 INVESTMENT MANAGEMENT FEES 31115 31115 0 CONSULTING 332 83 249 FEDERAL EXCISE TAXES 9411 0 0 NYS FILING FEE 750 0 750