THE WESTERN NEW YORK FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE WESTERN NEW YORK FOUNDATION (EIN 16-0845962)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-07-16
- IRS object ID
- 201801989349100705
- Schema version
- 2017v2.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-16T13:46:38-05:00 | ReturnTs |
| Tax Period End | 2018-03-31 | 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 | 2017-04-01 | 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 | 2018-06-25 | 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 | 2018-06-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,539,524 | 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 | $46,143 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $327,113 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $327,113 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $399,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $781,526 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $399,459 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $143 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $143 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $772,858 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $726,715 | 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 |
| Pension Empl Bnft Rev And Expnss | $29,554 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,478 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,076 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,677 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,919 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,758 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,692 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,173 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,519 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,811 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,312 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $499 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,581 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $224 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,638 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,638 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,311 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,262 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,049 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,702 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,702 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $231,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,644 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $180,491 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $680,198 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $680,198 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $911,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,644 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $860,689 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$138,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $683,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,859 | CashBOYAmt |
| Cash EOY | $65,342 | CashEOYAmt |
| Cash EOYFMV | $65,342 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $112,005 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,843 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,843 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $3,529 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,529 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,146,787 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,360,810 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,360,810 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,694 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,694 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $224 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $16,337,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,539,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,539,524 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,253 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $4,253 | 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 | $16,333,622 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,539,524 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,333,622 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,539,524 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,337,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,539,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,333,622 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$138,530 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,344,432 | OtherIncreasesAmt |
| Subtotal | $17,539,524 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,539,524 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P ETF SMALLCAP | P | 2006-11-17 | 2017-10-27 | $299,460 | $131,649 | $167,811 | $167,811 |
| VANGUARD TOTAL STOCK MARKET ETF | P | 2016-11-17 | 2017-10-27 | $135,948 | $71,170 | $64,778 | $64,778 |
| VANGUARD SMALL CAP ETF | P | 2016-11-17 | 2017-10-27 | $80,876 | $38,741 | $42,135 | $42,135 |
| NVIDIA CORP | D | 2008-12-29 | 2017-11-22 | $4,111 | $121 | $3,990 | $3,990 |
| GENERAL ELECTRIC COMPANY | D | 2017-12-05 | 2017-12-05 | $42,034 | $31,070 | $10,964 | $10,964 |
| VANGUARD TOTAL STOCK MARKET ETF | P | 2006-11-17 | 2018-03-19 | $97,376 | $48,604 | $48,772 | $48,772 |
| VANGUARD TOTAL STOCK MARKET ETF | P | 2006-11-20 | 2018-03-19 | $121,721 | $60,712 | $61,009 | $61,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $399,459 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $660,214 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,327,402 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043074 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $830,852 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,812,725 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056090 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $745,220 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,522,002 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048011 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $682,822 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,249,081 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047920 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $579,603 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,016,615 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048233 | DistributionYr5Rt |
| Total Distribution | 0.243328 | TotalDistributionRt |
| Average Distribution | 0.048666 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,194,550 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $836,790 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,831 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $843,621 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $860,689 | 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 | $6,831 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,831 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,831 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,529 | OverpaymentAmt |
| Applied To ES Tax | $3,529 | 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 | 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 |
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 | $20,995 | $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 | $17,197,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $259,213 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,456,396 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,456,396 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $261,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,194,550 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $859,728 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $859,728 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,831 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,831 | TotalTaxAmt |
| Distributable Before Adj | $852,897 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $852,897 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $852,897 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $860,689 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $860,689 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,831 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $853,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $852,897 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $25,945 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $25,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $860,689 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $852,897 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,792 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,737 | 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 | $33,737 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $25,945 | ExcessFromYear2Amt |
| Excess From Current Year | $7,792 | 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 (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFRICAN AMERICAN CULTURAL CENTER | ||||||
| 350 MASTEN AVENUE | BUFFALO | NY | 14209 | PC | TRUSTEE DISCRETIONARY GRANT: CAPACITY BUILDING | $2,400 |
| ARTS COUNCIL FOR WYOMING COUNTY | ||||||
| PO BOX 249 | PERRY | NY | 14530 | PC | TRAVERSE EXHIBIT PILOT/BOARD DEVELOPMENT | $2,500 |
| B&EC NAVAL & MILITARY PARK | ||||||
| 1 NAVAL PARK COVE | BUFFALO | NY | 14202 | PC | CURATOR/EDUCATOR POSITION | $42,000 |
| BORNHAVA | ||||||
| 25 CHATEAU TERRACE | BUFFALO | NY | 142263927 | PC | HR MANAGER POSITION | $30,000 |
| BRISTOL HOME INC | ||||||
| 1500 MAIN STREET | BUFFALO | NY | 14209 | PC | INSTALLATION OF AUTOMATIC DOORS | $8,000 |
| BUFFALO & ERIE COUNTY BOTANICAL GARDENS | ||||||
| 2655 SOUTH PARK AVENUE | BUFFALO | NY | 14218 | PC | PRESIDENT'S DISCRETIONARY GRANT: DATABASE SYSTEM | $2,500 |
| BUFFALO NIAGARA WATERKEEPER | ||||||
| 721 MAIN STREET | BUFFALO | NY | 14203 | PC | TRUSTEE DISCRETIONARY GRANT: DONOR MANAGEMENT AND ENGAGEMENT SOFTWARE SYSTEM | $5,000 |
| BUFFALO NIAGARA WATERKEEPER | ||||||
| 721 MAIN STREET | BUFFALO | NY | 14203 | PC | UPGRADE HR AND PROJECT MANAGEMENT SYSTEMS | $40,000 |
| BUFFALO OLMSTED PARKS CONSERVANCY | ||||||
| 84 PARKSIDE AVENUE | BUFFALO | NY | 14214 | PC | OLMSTED PRIDE (VOLUNTEER RECRUITMENT INITIATIVE) | $26,000 |
| BUFFALO PHILHARMONIC CHORUS | ||||||
| PO BOX 176 | BUFFALO | NY | 14207 | PC | TRUSTEE DISCRETIONARY GRANT: SUPPORT FOR PROFESSIONAL IT AND WEBSITE ENHANCEMENT | $2,500 |
| BUFFALO PHILHARMONIC ORCHESTRA | ||||||
| 499 FRANKLIN STREET | BUFFALO | NY | 14202 | PC | TRUSTEE DISCRETIONBARY GRANT: SERVER | $5,000 |
| BUFFALO PHILHARMONIC ORCHESTRA | ||||||
| 499 FRANKLIN STREET | BUFFALO | NY | 14202 | PC | TRUSTEE DISCRETIONARY GRANT: TRAVEL TO POLAND | $1,000 |
| BUFFALO PREP | ||||||
| 18 ACHESON ANNEX | BUFFALO | NY | 14214 | PC | CULTURALLY RELEVANT AND SUSTAINING CURRICULA IMPLEMENTATION | $30,000 |
| BUFFALO URBAN LEAGUE | ||||||
| 15 E GENESEE STREET | BUFFALO | NY | 14203 | PC | TRUSTEE DISCRETIONARY GRANT: GALA SUPPORT | $1,700 |
| CARROUSEL SOCIETY OF THE NIAGARA FRONTIER | ||||||
| GINA BEAM | NORTH TONAWANDA | NY | 14120 | PC | TRUSTEE DISCRETIONARY GRANT: ARCHITECT FEES | $5,000 |
| CATTARAUGUS COUNTY ARTS COUNCIL | ||||||
| 100 W MAIN STREET | ALLEGANY | NY | 14706 | PC | NEW LOCATION AND EXPANSION PROJECT FOR 20TH ANNIVERSARY | $20,000 |
| CCNY INC | ||||||
| 567 EXCHANGE STREET | BUFFALO | NY | 14210 | PC | TRUSTEE DISCRETIONARY GRANT: IMPACT EVALUATION | $5,000 |
| CHAUTAUQUA COUNTY HISTORICAL SOCIETY | ||||||
| CCHS | WESTFIELD | NY | 14787 | PC | TRUSTEE DISCRETIONARY GRANT: ARCHIVAL MATERIAL PROJECT | $750 |
| CHAUTAUQUA INSTITUTION | ||||||
| ONE AMES AVE | CHAUTAUQUA | NY | 14722 | PC | CHAUTAUQUA ARTS EDUCATION EXPANSION | $10,000 |
| CITY HONORS FOUNDATION | ||||||
| 186 EAST NORTH STREET | BUFFALO | NY | 14204 | PC | PROFESSIONAL DEVELOPMENT OFFICER | $17,000 |
| CLEAN AIR COALITION | ||||||
| 341 DELAWARE AVENUE | BUFFALO | NY | 14202 | PC | TRUSTEE DISCRETIONARY GRANT: PROFESSIONAL DEVELOPMENT/ BOLD TRAINING PROGRAM | $1,500 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | ||||||
| 726 EXCHANGE STREET | BUFFALO | NY | 14210 | PC | SAY YES BUFFALO | $20,000 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | ||||||
| 726 EXCHANGE STREET | BUFFALO | NY | 14210 | PC | FUND FOR THE ARTS | $5,000 |
| COMPUTERS FOR CHILDREN | ||||||
| 2558 DELAWARE AVENUE | BUFFALO | NY | 14216 | PC | WORKPLACE SAFETY AND WORKFLOW CONSULTING/OSHA TRAINING | $15,000 |
| CORNELL COOPERATIVE EXTENSION OF NIAGARA | ||||||
| 4487 LAKE AVENUE | LOCKPORT | NY | 14094 | PC | WNY FOOD INCUBATOR | $27,720 |
| CRADLE BEACH CAMP | ||||||
| 8038 OLD LAKESHORE ROAD | ANGOLA | NY | 14006 | PC | TRUSTEE DISCRETIONARY GRANT: ICAP CAPACITY BUILDING IMPLEMENTATION | $5,000 |
| CRISIS SERVICES | ||||||
| 2969 MAIN STREET | BUFFALO | NY | 14214 | PC | PHONE SYSTEM PROJECT | $35,000 |
| DEAF ACCESS SERVICES | ||||||
| 2495 MAIN STREET | BUFFALO | NY | 14214 | PC | VIDEO REMOTE INTERPRETATION LAUNCH | $20,000 |
| EL MUSEO FRANCISCO OLLER Y DIEGO RIVERA | ||||||
| 91 ALLEN STREET | BUFFALO | NY | 14202 | PC | TECHNOLOGY UPGRADES | $5,249 |
| FAMILY & CHILDREN'S SERVICE OF NIAGARA | ||||||
| 1522 MAIN STREET | NIAGRA FALLS | NY | 14305 | PC | PRESIDENT'S DISCRETIONARY GRANT: CAPACITY BUILDING | $1,250 |
| GLOW YMCA | ||||||
| 209 MAIN ST | BATAVIA | NY | 14020 | PC | COVERED PLAY AREA ENCLOSURE | $10,000 |
| HOMESPACE CORP | ||||||
| P O BOX 462 | BUFFALO | NY | 14209 | PC | ORGANIZATION AND TECHNOLOGY ENHANCEMENTS | $7,500 |
| HOSPICE FOUNDATION OF WNY INC | ||||||
| 225 COMO PARK BOULEVARD | CHEEKTOWAGA | NY | 142271480 | PC | IN MEMORY OF WILLIAM R. PICTOR, SR. | $100 |
| INTERNATIONAL INSTITUTE OF BUFFALO | ||||||
| 864 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | PRESIDENT'S DISCRETIONARY GRANT: CAPACITY BUILDING | $1,000 |
| JERICHO ROAD COMMUNITY HEALTH CENTER | ||||||
| 184 BARTON STREET | BUFFALO | NY | 14213 | PC | PRESIDENT'S DISCRETIONARY GRANT: CAPACITY BUILDING | $1,000 |
| JOURNEY'S END REFUGEE SERVICES | ||||||
| 2495 MAIN STREET | BUFFALO | NY | 14214 | PC | PRESIDENT'S DISCRETIONARY GRANT: CAPACITY BUILDING | $1,000 |
| JOURNEY'S END REFUGEE SERVICES | ||||||
| 2495 MAIN STREET | BUFFALO | NY | 14214 | PC | PRESIDENT'S DISCRETIONARY GRANT: CAPACITY BUILDING | $1,000 |
| LOCAL INITIATIVES SUPPORT CORP | ||||||
| 70 WEST CHIPPEWA STREET | BUFFALO | NY | 14202 | PC | LAUNCHING LISC SUSTAINABLE COMMUNITIES ON BUFFALO'S EAST SIDE | $25,000 |
| MASSACHUSETTS AVENUE PROJECT | ||||||
| 271 GRANT STREET | BUFFALO | NY | 14213 | PC | NEW CENTER DEVELOPMENT EXPANSION | $25,000 |
| MASTERCARD | ||||||
| PO BOX 31021 | TAMPA | FL | 336313021 | PC | ICAP PILOT: BOARDSOURCE MEMBERSHIP | $129 |
| MATT URBAN HUMAN SERVICES CENTER OF WNY | ||||||
| 1081 BROADWAY | BUFFALO | NY | 14212 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $2,500 |
| MUSICALFARE THEATER | ||||||
| 4380 MAIN STREET | AMHERST | NY | 14226 | PC | TECHNOLOGY UPGRADES | $20,000 |
| NIAGARA ARTS AND CULTURAL CENTER | ||||||
| 1201 PINE AVENUE | NIAGARA FALLS | NY | 14301 | PC | PRESIDENT'S DISCRETIONARY GRANT: NACC THEATER RESTORATION | $1,500 |
| NONE LIKE YOU EDUCATIONAL & COMMUNITY OUT | ||||||
| PO BOX 813 | BUFFALO | NY | 14205 | PC | TRUSTEE DISCRETIONARY GRANT: PERRY STREET COMMUNITY EVENT | $250 |
| NONE LIKE YOU EDUCATIONAL & COMMUNITY OUT | ||||||
| PO BOX 813 | BUFFALO | NY | 14205 | PC | TRUSTEE DISCRETIONARY GRANT: SENIOR DINNER | $150 |
| NY FUNDERS ALLIANCE | ||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | PRESIDENT'S DISCRETIONARY GRANT: 2017 CONFERENCE SESSIONS SPONSORSHIP | $1,500 |
| NY FUNDERS ALLIANCE | ||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | LIFTOFF COALITION | $3,000 |
| NY FUNDERS ALLIANCE | ||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | ANNUAL CONTRIBUTION (2018) | $2,000 |
| PATTERSON LIBRARY | ||||||
| 40 SOUTH PORTAGE STREET | WESTFIELD | NY | 14787 | PC | TRUSTEE DISCRETIONARY GRANT: ARCHIVAL MATERIAL PROJECT | $750 |
| PATTERSON LIBRARY | ||||||
| 40 SOUTH PORTAGE STREET | WESTFIELD | NY | 14787 | PC | MULTI-YEAR BOOK PURCHASE GRANT (17TH) | $5,000 |
| PEACE OF THE CITY | ||||||
| PO BOX 750 | BUFFALO | NY | 14213 | PC | RELOCATION AND EXPANSION INTO SCHOOL # 77 COMMUNITY HUB | $10,000 |
| ROYCROFT CAMPUS CORPORATION | ||||||
| 31 SOUTH GROVE STREET | EAST AURORA | NY | 14052 | PC | TRUSTEE DISCRETIONARY GRANT: CAMPUS RESTORATION/OISHEI MATCH | $2,000 |
| RURAL OUTREACH CENTER | ||||||
| PO BOX 447 | EAST AURORA | NY | 14052 | PC | PROGRAM COORDINATOR POSITION | $20,000 |
| SAMARITAN COUNSELING CENTER | ||||||
| 322 OLD FALLS BLVD | N TONAWANDA | NY | 14120 | PC | PRESIDENT'S DISCRETIONARY GRANT: CAPACITY BUILDING | $500 |
| SPRINGVILLE CENTER FOR THE ARTS INC | ||||||
| PO BOX 62 | SPRINGVILLE | NY | 14141 | PC | ENTRANCE ADDITION | $30,000 |
| THE DALE ASSOCIATION | ||||||
| 33 ONTARION STREET | LOCKPORT | NY | 14094 | PC | DONOR PLATFORM UPGRADES AND WEBSITE REDESIGN | $15,000 |
| UB FOUNDATION | ||||||
| 319 JOHN LORD OBRIAN HALL | BUFFALO | NY | 142601100 | PC | 2017 MOOT EVIDENCE AWARD | $1,000 |
| UNITED CHURCH HOMEPLYMOUTH CROSSROADS | ||||||
| PLYMOUTH CROSSROADS | LANCASTER | NY | 14086 | PC | PLYMOUTH CROSSROADS STAFF DEVELOPMENT | $50,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | PRESIDENT'S DISCRETIONARY GRANT: ICAP PROGRAM: CHAUTAUQUA CHILDREN'S SAFETY VILLAGE | $2,500 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | TRUSTEE DISCRETIONARY GRANT: ICAP PROGRAM: CHAUTAUQUA CHILDREN'S SAFETY VILLAGE | $5,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP PILOT | $13,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP PILOT | $30,000 |
| WNY WOMEN'S FOUNDATION | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | PRESIDENT'S DISCRETIONARY GRANT: PATHWAYS TO PROGRESS REPORT | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $680,198 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BORNHAVA | ||||||
| 25 CHATEAU TERRACE | BUFFALO | NY | 14226 | PC | HR MANAGER POSITION | $25,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | ICAP PILOT | $2,000 |
| CHAUTAUQUA INSTITUTION | ||||||
| ONE AMES AVE | CHAUTAUQUA | NY | 14722 | PC | CHAUTAUQUA ARTS EDUCATION EXPANSION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $37,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $327,113 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $399,459 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION PROCEEDS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $143 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $726,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $726,715 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE MOOT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 168 LEICESTER ROAD | AddressLine1Txt |
| City | KENMORE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $42,038 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2367 SHARES OF GENERAL ELECTRIC COMPANY | NoncashPropertyDesc |
| Fair Market Value | $42,038 | FairMarketValueAmt |
| Received | 2017-12-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,692 | Amt |
| Net Investment Income | $2,173 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,519 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LATERAL FILING CABINET | 2005-10-26 | $300 | $300 | SL | 5.000000000000 | $0 | $0 |
| REFINISH TABLE & 2 CHAIRS | 2005-10-26 | $482 | $482 | SL | 5.000000000000 | $0 | $0 |
| DESK & CHAIR | 2005-11-08 | $1,897 | $1,897 | SL | 5.000000000000 | $0 | $0 |
| ARM CHAIR | 2005-11-22 | $152 | $152 | SL | 5.000000000000 | $0 | $0 |
| MONITOR | 2011-03-25 | $135 | $135 | SL | 5.000000000000 | $0 | $0 |
| DESKTOP | 2011-03-25 | $633 | $633 | SL | 5.000000000000 | $0 | $0 |
| IPAD | 2011-03-31 | $796 | $796 | SL | 5.000000000000 | $0 | $0 |
| IPAD | 2011-06-13 | $684 | $684 | SL | 5.000000000000 | $0 | $0 |
| IPADS | 2012-03-12 | $2,495 | $2,495 | SL | 5.000000000000 | $0 | $0 |
| PROJECTOR | 2014-03-26 | $598 | $480 | SL | 5.000000000000 | $118 | $0 |
| LAPTOP | 2014-03-26 | $522 | $416 | SL | 5.000000000000 | $106 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 41250 SHS - FRAGRANCENET.COM | $66,000 | $66,000 |
| 4551 SHS - ISHARES TIP BOND | $514,491 | $514,491 |
| 6941 SHS - ISHARES CORE S&P MIDC | $1,301,923 | $1,301,923 |
| 9905 SHS - ISHARES CORE S&P SMALLCAP | $762,784 | $762,784 |
| 25980 SHS - ISHARES CORE MSCI ETF EAFE ETF | $1,711,562 | $1,711,562 |
| 6231 SHS - ISHARES RUSSELL MIDCAP | $1,286,328 | $1,286,328 |
| 10274 SHS - ISHARES ETF US REAL ESTATE | $775,379 | $775,379 |
| 8370 SHS - VANGUARD SMALL CAP | $1,229,720 | $1,229,720 |
| 62527 SHS - VANGUARD TOTAL STOCK MARKET | $8,486,165 | $8,486,165 |
| 21001 SHS - ISHARES CORE MSCI ETF EMERGING MARKETS ETC IEMG | $1,226,458 | $1,226,458 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LATERAL FILING CABINET | $300 | $300 | $0 |
| REFINISH TABLE & 2 CHAIRS | $482 | $482 | $0 |
| DESK & CHAIR | $1,897 | $1,897 | $0 |
| ARM CHAIR | $152 | $152 | $0 |
| MONITOR | $135 | $135 | $0 |
| DESKTOP | $633 | $633 | $0 |
| IPAD | $796 | $796 | $0 |
| IPAD | $684 | $684 | $0 |
| IPADS | $2,495 | $2,495 | $0 |
| PROJECTOR | $598 | $598 | $0 |
| LAPTOP | $522 | $522 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $7,677 | LegalFeesAmt |
| Net Investment Income | $1,919 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,758 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $779 | $0 | $779 |
| COMPUTER EXPENSES | $960 | $0 | $960 |
| POSTAGE | $79 | $0 | $79 |
| TELEPHONE | $1,957 | $0 | $1,957 |
| MISCELLANEOUS | $325 | $0 | $325 |
| WEBSITE | $1,444 | $0 | $1,444 |
| PAYROLL SERVICE FEE & BANK FEES | $670 | $0 | $670 |
| DUES & SUBSCRIPTIONS | $1,038 | $0 | $1,038 |
| INSURANCE | $2,035 | $0 | $2,035 |
| PROFESSIONAL DEVELOPMENT | $1,415 | $0 | $1,415 |
| GRANT MANAGEMENT | $7,000 | $0 | $7,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $143 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $143 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $143 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,344,432 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $30,286 | $30,286 | $0 |
| CONSULTING | $525 | $26 | $499 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $6,831 | $0 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
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