E & WG FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- E & WG FOUNDATION (EIN 16-1065309)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-12
- IRS object ID
- 201812859349100321
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2018-10-12T16:14:21-05:00 | 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 | 161065309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E & W G FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | E&WG | BusinessNameControlTxt |
| Phone | 7162040204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL KELLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7162040204 | PhoneNum |
| Signature | 2018-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA LAROUSSI | PreparerPersonNm |
| PTIN | P01257512 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2018-06-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.45.217.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-06-25 | IPDt |
| IP Tm | 14:55:57 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 782F9596B8649F4B8ACCB8945E9FA4D9C8277DA7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3CAB4B20C9077208CE704FCC9099C88110051BC5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,855,612 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $251,448 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $251,448 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,828 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,483,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,828 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $62 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $62 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $303,338 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $303,338 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,672 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,168 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,951 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,488 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,980 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $18,105 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,594 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,511 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,373 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,703 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,737 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,837 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $541,803 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $541,803 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $562,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$315,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $257,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $465,008 | CashBOYAmt |
| Cash EOY | $42,645 | CashEOYAmt |
| Cash EOYFMV | $42,645 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,342,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,623,185 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,623,185 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $207,018 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $21,564 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $190,629 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $185,454 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $185,454 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,111 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,328 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,328 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,002,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,855,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,855,612 | 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 | $11,002,563 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,855,612 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,002,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,855,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,002,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,855,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,002,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$315,202 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,168,251 | OtherIncreasesAmt |
| Subtotal | $11,855,612 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,855,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY - CGD | P | 2017-01-01 | 2017-12-31 | $84,700 | $84,700 | $84,700 | |
| FIDELITY NET GAIN/LOSS - SHORT TERM | P | $11,085 | $521 | $521 | $10,564 | ||
| FIDELITY NET GAIN/LOSS - LONG TERM | P | $1,387,523 | -$33,393 | -$33,393 | $1,420,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,828 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $297,190 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,219,648 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029080 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $311,115 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,402,151 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029909 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $363,526 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,896,416 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036733 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,584 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,116,893 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.002477 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $185,222 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,796,704 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038614 | DistributionYr5Rt |
| Total Distribution | 0.136813 | TotalDistributionRt |
| Average Distribution | 0.027363 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,135,555 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $304,702 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,574 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $307,276 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $562,640 | 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 | $2,574 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,574 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,574 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,959 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,959 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,385 | OverpaymentAmt |
| Applied To ES Tax | $6,385 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KEN DULIAN | IndividualWithBooksNm |
| Phone | 7162040204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| WARREN GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/VP | 8.00 | $0 | $0 | $0 |
| JOHN SIEGEL | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/SECRETARY | 5.00 | $0 | $0 | $0 |
| AMI GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/PRESIDENT | 8.00 | $0 | $0 | $0 |
| JULIA SPITZ | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| KENNETH DULIAN | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | EXEC. DIRECTOR/ASST.TREAS. | 6.00 | $0 | $0 | $0 |
| DAVID PIERCE MD | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHELE SCHMIDT | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | ADMINISTRATIVE DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHAEL KELLY | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/TREASURER | 2.00 | $0 | $0 | $0 |
| JENNIFER GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR | 1.00 | $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 | $10,918,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $386,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,305,132 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,305,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $169,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,135,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $556,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $556,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,574 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,574 | TotalTaxAmt |
| Distributable Before Adj | $554,204 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $554,204 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $554,204 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $562,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $562,640 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,574 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $560,066 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $554,204 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $221,400 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $562,640 | QualifyingDistributionsAmt |
| Applied To Year1 | $221,400 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $341,240 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $212,964 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHELE SCHMIDT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | NORTH TONAWANDA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7162040204 | RecipientPhoneNum |
| Form And Info And Materials | THE GRANT APPLICATION FORM IS ELECTRONIC AND ACCESSIBLE AT WWW.EASTHILLFDN.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE E & W G FOUNDATION IDENTIFIES AND FUNDS INNOVATIVE, CHARITABLE PROJECTS DESIGNED TO ENHANCE THE QUALITY OF LIFE OF RESIDENTS OF WESTERN NEW YORK, PRIMARILY ERIE AND NIAGARA COUNTIES. ADDITIONALLY, THIS FOUNDATION TEACHES STEWARDSHIP TO THE FOUNDERS' FAMILY MEMBERS BY SUPPORTING THEIR PROJECTS IRRESPECTIVE OF WHERE THEY LIVE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEDS FROM BRIAN INC | |||||||
| 5153 GRISWOLD ST | MIDDLEPORT | NY | 14105 | NONE | PUBLIC CHARITY | ONE DOZEN BEDS AND BEDDING FOR CHILDREN IN NEED | $2,400 |
| BREAST CANCER NETWORK OF WNY INC | |||||||
| 3297 WALDEN AVE | DEPEW | NY | 14043 | NONE | PUBLIC CHARITY | COOKING CLASSES FOR BREAST CANCER PATIENTS AND SURVIVORS | $1,000 |
| BROTHERS OF MERCY | |||||||
| 4520 RANSOM RD | CLARENCE | NY | 14031 | NONE | PUBLIC CHARITY | COMPLETE RENOVATION OF ONE HOSPICE ROOM | $25,000 |
| BUFFALO NIAGARA RIVERKEEPER | |||||||
| 721 MAIN STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | EDUCATIONAL AND WATER MONITORING PROGRAMS - YEAR 2 OF 4 | $62,015 |
| BUFFALO OLMSTED PARKS CONSERVANCY | |||||||
| 84 PARKSIDE AVE | BUFFALO | NY | 14214 | NONE | PUBLIC CHARITY | TO PURCHASE LARGE ZERO TURN ROTARY MOWER | $30,000 |
| BUFFALO SOCIETY OF NATURAL SCIENCES | |||||||
| 1020 HUMBOLDT PARKWAY | BUFFALO | NY | 14211 | NONE | PUBLIC CHARITY | INTERACTIVE WAYFINDING & OSPREY NEST MONITORING CAMERA | $15,000 |
| CARING ABOUT TREASURED STRAYS | |||||||
| 1925 KY HWY 213 SOUTH | JEFFERSONVILLE | KY | 40337 | NONE | PUBLIC CHARITY | SPAY AND NEUTER PROGRAM FOR ANIMAL SHELTER | $10,000 |
| THE CENTER FOR HOSPICE & PALLIATIVE CARE | |||||||
| 225 COMO PARK BLVD | CHEEKTOWAGA | NY | 14227 | NONE | PUBLIC CHARITY | FACILITIES SERVICE GARAGE FOR HOSPICE BUFFALO | $10,000 |
| CENTERVILLE VOLUNTEER FIRE RESCUE | |||||||
| 545 HAWKINS CUMMINS RD | PARIS | KY | 40361 | NONE | PUBLIC CHARITY | BAY ADDITION INTERIOR COMPLETION | $10,000 |
| CENTERVILLE VOLUNTEER FIRE RESCUE | |||||||
| 545 HAWKINS CUMMINS RD | PARIS | KY | 40361 | NONE | PUBLIC CHARITY | BAY ADDITION SHELL EXTERIOR | $10,000 |
| CHAUTAUQUA COUNTY RSVP | |||||||
| 715 FALCONER STREET | JAMESTOWN | NY | 14701 | NONE | PUBLIC CHARITY | UNIFORMS FOR SENIOR VOLUNTEERS - FOOD PROGRAM | $2,000 |
| CITY OF NORTH TONAWANDA | |||||||
| 216 PAYNE AVENUE | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | NEW K-9 DOG AND REQUIRED TRAINING | $16,388 |
| COMMUNITY SERVICES FOR THE DEV DISABLED | |||||||
| 180 OAK ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | JEFFERSON PLAYGROUND RESTORATION PROJECT FOR DISABLED YOUTH | $19,500 |
| CORNELL COOPERATIVE EXTENSION OF NIAGARA | |||||||
| 4487 LAKE AVENUE | LOCKPORT | NY | 14094 | NONE | PUBLIC CHARITY | ESSENTIAL HOOD AND FIRE SUPPRESSION SYSTEM FOR COMMERCIAL KITCHEN | $22,000 |
| EHS INC | |||||||
| 206 SOUTH ELMWOOD AVENUE | BUFFALO | NY | 142012398 | NONE | PUBLIC CHARITY | NUTRITION SERVICES FOR CLIENTS WITH MULTIPLE, CHRONICAL DISEASES AND MENTAL HEALTH CHALLENGES | $15,000 |
| EMPOWER | |||||||
| 9812 LOCKPORT RD | NIAGARA FALLS | NY | 14304 | NONE | PUBLIC CHARITY | PURCHASE EQUIPMENT FOR JOB TRAINING FOR PEOPLE WITH DISABILITIES | $3,771 |
| FRIENDS OF CITY OF BUFFALO ANIMAL SHELTER | |||||||
| 65 HAMPTON HILL DRIVE | WILLIAMSVILLE | NY | 14221 | NONE | PUBLIC CHARITY | ADOPTION FEES, MEDICAL, HOSPICE CARE OF DESIGNATED DOGS AND CATS | $15,000 |
| HOLY FAMILY LEARNING CENTER | |||||||
| 1339 INDIAN CHURCH | WEST SENECA | NY | 14224 | NONE | PUBLIC CHARITY | PURCHASE TEACHER CURRICULUM AND COMPUTER EQUIPMENT | $10,000 |
| HORIZON HEALTH SERVICES | |||||||
| 3020 BAILEY AVE | BUFFALO | NY | 14215 | NONE | PUBLIC CHARITY | PURCHASE FURNITURE, DOORS, RENOVATIONS AND EQUIPMENT | $14,657 |
| KEENE SERENITY CENTER | |||||||
| 36-40 CARPENTER STREET PO BOX 327 | KEENE | NH | 03431 | NONE | PUBLIC CHARITY | PURCHASE RECOVER COACH TRAINING, RESOURCE MATERIALS, RENOVATIONS AND FURNITURE | $10,000 |
| KEN-TON MEALS ON WHEELS | |||||||
| 169 SHERIDAN PARKSIDE DRIVE | TONAWANDA | NY | 14150 | NONE | PUBLIC CHARITY | PURCHASE AND INSTALLATION OF NEW COOLER/FREEZER UNIT | $15,000 |
| LANCASTER VOLUNTEER AMBULANCE CORPS | |||||||
| 40 EMBRY PL | LANCASTER | NY | 14086 | NONE | PUBLIC CHARITY | PURCHASE A CARDIAC MONITOR AND REQUIRED ACCESSORIES | $30,000 |
| MARTIN HOUSE RESTORATION CORPORATION | |||||||
| 143 JEWETT PARKWAY | BUFFALO | NY | 14214 | NONE | PUBLIC CHARITY | PURCHASE VOLUNTEER MANAGEMENT SOFTWARE | $15,000 |
| NATIVITY OF THE BLESSED VIRGIN MARY SCH | |||||||
| 8550 MAIN STREET | WILLIAMSVILLE | NY | 14221 | NONE | PUBLIC CHARITY | PURCHASE FOUR SMART BOARDS | $10,000 |
| OLD FORT NIAGARA ASSOCIATION INC | |||||||
| PO BOX 169 | YOUNGSTOWN | NY | 14174 | NONE | PUBLIC CHARITY | PAINTING OF INTERIOR HISTORIC LIGHTHOUSE TOWER | $18,775 |
| OLEAN FOOD PANTRY INC | |||||||
| 8 LEO MOSS DRIVE | OLEAN | NY | 14760 | NONE | PUBLIC CHARITY | RENOVATION FOR BUILDING ADDITION | $15,000 |
| PEOPLE UNITED FOR SUSTAINABLE HOUSING | |||||||
| 271 GRANT ST | BUFFALO | NY | 14213 | NONE | PUBLIC CHARITY | RENOVATION, MATERIALS AND TRAINERS FOR GREEN CONSTRUCTION TRAINING HOUSE | $70,000 |
| RMHC OF WNY INC | |||||||
| 780 WEST FERRY STREET | BUFFALO | NY | 14222 | NONE | PUBLIC CHARITY | PURCHASE FURNISHINGS FOR RONALD MCDONALD LOUNGE AT NEW JOHN R. OISHEI CHILDREN'S HOSPITAL | $15,000 |
| SPCA SERVING ERIE COUNTY | |||||||
| 300 HARLEM RD | WEST SENECA | NY | 14224 | NONE | PUBLIC CHARITY | ENCLOSURES FOR TURTLES, SMALL ANIMALS AND FELINE BEDS | $9,410 |
| THE WINCHESTER LEARNING CENTER | |||||||
| 109 KEENE RD | WINCHESTER | NH | 03470 | NONE | PUBLIC CHARITY | NEW ADDITION TO EXPAND CHILDCARE, PRESCHOOL FAMILY RESOURCE CENTER | $10,000 |
| VOLUNTEERS ENABLING TRANSPORTATION | |||||||
| 515 ELM | KEENE | NH | 03431 | NONE | PUBLIC CHARITY | PURCHASE VEHICLE AND MAINTAIN VEHICLES FOR VETERAN TRANSPORTATION SERVICE | $10,000 |
| WNY PHYSICALLY CHALLENGED YOUTH SPORTS | |||||||
| 2 ALYSSUM COURT | WILLIAMSVILLE | NY | 14221 | NONE | PUBLIC CHARITY | PURCHASE JERSEYS FOR SLED HOCKEY FOR DISABLED PARTICIPANTS | $10,000 |
| YMCA OF THE NIAGARA FRONTIER INC | |||||||
| 49 TREMONT STREET | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | REPAIRS FOR TRANSITIONAL HOUSING FACILITY | $9,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $541,803 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUFFALO NIAGARA RIVERKEEPER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 721 MAIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATIONAL AND WATER MONITORING PROGRAMS | GrantOrContributionPurposeTxt |
| Amt | $76,465 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $76,465 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,448 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,828 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC REVENUE | Desc |
| Exclusion | $62 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $303,338 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $303,338 | 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 | $5,840 | Amt |
| Net Investment Income | $4,672 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,168 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| TOWN OF SWANZEY | ||||||||||
| PO BOX 10009 | SWANZEY | NH | 03446 | 2016-08-19 | $10,000 | TO UPGRADE 7,375 FEET OF A MULTI-USE RECREATIONAL RAIL TRAIL - ASHUELOT RAIL TRAIL PROJECT | $0 | 6/13/2017 | 2017-06-13 | THE PROJECT WAS SCALED BACK DUE TO LACK OF ADDITIONAL FUNDING FROM THE STATE OF NH. THE GRANT WAS USED TO REPLACE A CULVERT AND TO DITCH 2,000 FEET OF TRAIL, DRAIN WET AREAS, AND MINOR GRADING. $9,820 OF THE GRANT WAS EXPENDED IN 2016. THE REMAINING $180 WILL BE APPLIED TO FUTURE WORK ON THE ASHUELOT RAIL-TRAIL. |
| CITY OF NORTH TONAWANDA | ||||||||||
| 216 PAYNE AVENUE | NORTH TONAWANDA | NY | 14120 | 2017-05-11 | $16,388 | NEW K-9 DOG, REQUIRED TRAINING, EQUIPMENT AND SUPPLIES. | $16,388 | 3/1/2018 | 2018-02-01 | THE ENTIRE $16,388 WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT BY 3/1/18. THE STAFF AND TWO BOARD MEMBERS CONDUCTED A SITE VISIT ON 2/1/18. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - STOCKS & MUTUAL FUNDS | StockNm |
| EOY Book Value | $11,623,185 | EOYBookValueAmt |
| EOYFMV | $11,623,185 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ORTHO VENTURES LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,328 | BookValueAmt |
| EOYFMV | $4,328 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $750 | $0 | $750 |
| PORTFOLIO DEDUCTIONS | $23 | $23 | $0 |
| COMPUTER SERVICES | $4,600 | $3,680 | $920 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC REVENUE | Desc |
| Revenue And Expenses Per Books | $62 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $62 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $1,168,251 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $37,439 | Amt |
| Net Investment Income | $29,951 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,488 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PAYMENTS | CategoryTxt |
| Amt | $9,980 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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