EASTMAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EASTMAN FOUNDATION (EIN 80-0526565)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-26
- IRS object ID
- 201812079349100611
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-26T15:10:51-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161468002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIAMPOU TRAVIS BESAW & KERSHNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRYANT WOODS NORTH | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800526565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 7168562200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 779 WASHINGTON STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN F CALZI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7168562200 | PhoneNum |
| Signature | 2018-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SCHAFFSTALL | PreparerPersonNm |
| PTIN | P00546578 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2018-07-26 | 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 | $73,984 | 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 | $139,939 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,965 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,720 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $51,720 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $191,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,627 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $51,720 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $93 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,509 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $51,720 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,638 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $51,720 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,638 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $142,009 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $142,009 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $199,411 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $51,720 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,647 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,194 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,077 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,923 | CashBOYAmt |
| Cash EOY | $32,232 | CashEOYAmt |
| Cash EOYFMV | $32,232 | CashEOYFMVAmt |
| Corporate Stock BOY | $51,031 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,752 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,752 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $94,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,984 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $94,954 | RetainedEarningBOYAmt |
| Retained Earning EOY | $73,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,194 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $86,760 | SubtotalAmt |
| Other Decreases | $12,776 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| APPLE INC. | 2015-06-26 | 2017-01-24 | $9,461 | $10,025 | -$564 | -$564 |
| GENERAL ELECTRIC | 2015-06-26 | 2017-10-13 | $8,504 | $10,009 | -$1,505 | -$1,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,069 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $118,779 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $94,026 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.263257 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $149,515 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $71,315 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.096544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $145,711 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $61,803 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.357669 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $102,991 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $62,452 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.649123 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,320 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $51,691 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.283009 | DistributionYr5Rt |
| Total Distribution | 8.649602 | TotalDistributionRt |
| Average Distribution | 1.729920 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $87,688 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $151,693 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $151,704 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $146,647 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.EASTMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | STEVEN F CALZI | IndividualWithBooksNm |
| Phone | 7165667210 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 779 WASHINGTON STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT L STEVENSON | ||||||||
| 779 WASHINGTON STREET | BUFFALO | NY | 14203 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| R TREVOR STEVENSON | ||||||||
| 779 WASHINGTON STREET | BUFFALO | NY | 14203 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVEN F CALZI | ||||||||
| 779 WASHINGTON STREET | BUFFALO | NY | 14203 | TREASURER | 3.00 | $0 | $0 | $0 |
| MARLA L CONIGLIO | ||||||||
| 779 WASHINGTON STREET | BUFFALO | NY | 14203 | SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,023 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,688 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22 | TotalTaxAmt |
| Distributable Before Adj | $4,362 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,362 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,362 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,647 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,647 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $146,647 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,362 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $63,735 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $99,868 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $142,621 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $145,961 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $114,096 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $566,281 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,647 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,362 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $142,285 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $708,566 | 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 | $63,735 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $644,831 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $99,868 | ExcessFromYear4Amt |
| Excess From Year3 | $142,621 | ExcessFromYear3Amt |
| Excess From Year2 | $145,961 | ExcessFromYear2Amt |
| Excess From Year1 | $114,096 | ExcessFromYear1Amt |
| Excess From Current Year | $142,285 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BUFFALO HEARING AND SPEACH | ||||||
| 50 E NORTH STREET | BUFFALO | NY | 14203 | PC | ANNUAL GIFT | $1,500 |
| BUFFALO SABRES FOUNDATION | ||||||
| ONE SEYMOUR H KNOX III PLAZA | BUFFALO | NY | 14203 | PC | FUNDRAISING EVENT | $3,500 |
| BUFFALO STATE COLLEGE FOUNDATION | ||||||
| 1300 ELMWOOD AVENUE | BUFFALO | NY | 14222 | PC | SCHOLARSHIP FUND | $15,000 |
| ITALIAN AMERICAN POLICE ASSOCIATION | ||||||
| PO BOX 1194 ELICOTT STREET STATION | BUFFALO | NY | 14205 | PC | FUNDRAISING EVENT | $1,000 |
| KANIOKY THEATRE AT D'YOUVILLE COLLEGE | ||||||
| 320 PORTER AVENUE | BUFFALO | NY | 14201 | PC | ANNUAL GIFT | $275 |
| KEVIN GUEST HOUSE | ||||||
| 782 ELLICOTT STREET | BUFFALO | NY | 14203 | PC | FUNDRAISING EVENT | $15,000 |
| LOUIS BILLITIER FOUNDATION | ||||||
| 291 SENECA STREET | BUFFALO | NY | 14204 | PC | ANNUAL GIFT | $1,500 |
| ROSWELL PARK ALLIANCE FOUNDATION | ||||||
| ELM CARLTON STREETS | BUFFALO | NY | 14263 | PC | FUNDRAISING EVENT | $5,000 |
| ROSWELL PARK ALLIANCE FOUNDATION | ||||||
| ELM CARLTON STREETS | BUFFALO | NY | 14263 | PC | CLINICAL SCIENCES CENTER | $10,000 |
| ROSWELL PARK ALLIANCE FOUNDATION | ||||||
| ELM CARLTON STREETS | BUFFALO | NY | 14263 | PC | PEDIATRIC HEMATOLOGY/ONCOLOGY CENTER | $10,000 |
| SAY YES BUFFALO SCHOLARSHIP FUND | ||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | SCHOLARSHIP FUND | $5,000 |
| SHEAS PERFORMING ART CENTER DEPT 590 | ||||||
| PO BOX 8000 | BUFFALO | NY | 14267 | PC | FUNDRAISING EVENT | $3,700 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14127 | PC | VARIOUS SOCIAL SERVICES | $16,021 |
| KEVIN GUEST HOUSE | ||||||
| 782 ELLICOTT STREET | BUFFALO | NY | 14203 | PC | FUNDRAISING EVENT | $15,000 |
| MEDAILLE COLLEGE | ||||||
| 18 AGASSIZ CIRCLE | BUFFALO | NY | 14214 | PC | ENDOWMENT FUND | $10,000 |
| EASTMAN MACHINE- MARCH OF DIMES | ||||||
| 3445 WINTON PLACE SUITE 121 | ROCHESTER | NY | 14623 | PC | DONATION | $1,000 |
| SISTERS HOSPITAL FOUNDATION- PATIENT ROOM | ||||||
| 2157 MAIN STREET | BUFFALO | NY | 14214 | PC | PATIENT ROOM | $5,000 |
| BUFFALO CITY MISSION- BUILDING FUND | ||||||
| 100 E TUPPER STREET | BUFFALO | NY | 14203 | PC | BUILDING FUND | $2,500 |
| JUVENILE DIABETES-WNY | ||||||
| 331 ALBERTA DRIVE | AMHERST | NY | 14226 | PC | DONATION | $2,500 |
| NEW ERA FOUNDATION | ||||||
| 160 DELAWARE AVE | BUFFALO | NY | 14202 | PC | DONATION | $10,000 |
| SISTERS HOSPITAL - NICU RENOVATION | ||||||
| 2157 MAIN STREET | BUFFALO | NY | 14214 | PC | NICU RENOVATION PROJECT | $5,000 |
| THE COMMITTEE FOR HOPE | ||||||
| 500 CROSSPOINT PARKWAY | GETZVILLE | NY | 14068 | PC | DONATION | $1,000 |
| VARIETY CLUB CHILDRENS CHARITY OF BUFFALO AND WNY | ||||||
| 6114 BROADWAY | LANCASTER | NY | 14086 | PC | DONATION | $1,000 |
| BUFFALO STATE COLLEGE FOUNDATION | ||||||
| 1300 ELMWOOD AVENUE | BUFFALO | NY | 14222 | PC | DONATION | $1,265 |
| PARK SCHOOL | ||||||
| 4625 HARLEM ROAD | AMHERST | NY | 14226 | PC | DONATION | $248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $142,009 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MEDAILLE COLLEGE | ||||||
| 18 AGASSIZ CIRCLE | BUFFALO | NY | 14214 | PC | ENDOWMENT FUND | $50,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14127 | PC | VARIOUS SOCIAL SERVICES | $4,813 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14127 | PC | VARIOUS SOCIAL SERVICES | $100,000 |
| BUFFALO CITY MISSION- BUILDING FUND | ||||||
| 100 E TUPPER STREET | BUFFALO | NY | 14203 | PC | BUILDING FUND | $7,500 |
| KEVIN GUEST HOUSE | ||||||
| 782 ELLICOTT STREET | BUFFALO | NY | 14203 | PC | FUNDRAISING EVENT | $85,000 |
| SISTERS HOSPITAL - NICU RENOVATION | ||||||
| 2157 MAIN STREET | BUFFALO | NY | 14214 | PC | NICU RENOVATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $262,313 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,627 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,069 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Exclusion | $51,720 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,278 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,278 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | GOLF TOURNAMENT TO RAISE FUNDS TO PROVIDE FINANCIAL AND IN-KIND SUPPORT FOR EDUCATIONAL, RECREATIONAL, AND SOCIAL SERVICES WITH EMPHASIS ON THE YOUTH AND SOCIAL SERVICE ORGANIZATION'S IN WESTERN NEW YORK. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FENGATE CAPITAL MANAGEMENT | |||||||||||
| 1 | 3425 HARVESTER ROAD SUITE 105 | BURLINGTON | ONTARIO | CA | L7N 3N1 | $20,980 | Yes (X) | ||||
| EASTMAN MACHINE COMPANY | |||||||||||
| 2 | $40,000 | Yes (X) | 779 WASHINGTON STREET | BUFFALO | NY | 14203 | |||||
| RICHARD KRIEGER | |||||||||||
| 3 | $5,000 | Yes (X) | 200 DELAWARE AVENUE SUITE 1200 | BUFFALO | NY | 14202 | |||||
| LAWLEY INSURANCE | |||||||||||
| 4 | $5,000 | Yes (X) | 361 DELAWARE AVE | BUFFALO | NY | 14202 | |||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $41,752 | EOYBookValueAmt |
| EOYFMV | $41,752 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION OF FAIR VALUE OF INVESTMENTS | Desc |
| Amt | $12,776 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GOLF TOURNAMENT FUNDRAISER EXPENSES | $56,358 | $0 | $51,720 | $4,638 |
| SERVICE CHARGES | $150 | $150 | $0 | $0 |
| OTHER MISC OPERATING EXPENSES | $1 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Revenue And Expenses Per Books | $51,720 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $51,720 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| EASTMAN MACHINE COMPANY | |||||||||
| 779 WASHINGTON STREET | BUFFALO | NY | 14203 | ||||||
| FENGATE CAPITAL | |||||||||
| 3425 HARVESTER ROAD SUITE 105 | BURLINGTON | ONTARIO | CA | L7N 3N1 | |||||
| FW YACHT CLUB | |||||||||
| 3535 MILITARY TRAIL SUITE 101 | JUPITER | FL | 33458 | ||||||
| HODGSON RUSS | |||||||||
| THE GUARANTY BUILDING 140 PEARL | BUFFALO | NY | 14202 | STREET | |||||
| NORTHTOWN AUTOMOTIVE GROUP | |||||||||
| 1135 MILLLERSPORT HIGHWAY | AMHERST | NY | 14226 | ||||||
| SPEED GLOBAL | |||||||||
| 2299 KENMORE AVE | BUFFALO | NY | 14207 | ||||||
| RICH KREIGER | |||||||||
| THE AVANT BUILDING 200 DELAWARE AVE | BUFFALO | NY | 14202 | SUITE 1200 | |||||
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS ANNUAL FILING FEES | CategoryTxt |
| Amt | $93 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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