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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-10-12T16:14:21-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161468002PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHIAMPOU TRAVIS BESAW & KERSHNER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line145 BRYANT WOODS NORTHAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14228ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN161065309EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1E & W G FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlE&WGBusinessNameControlTxt
Phone7162040204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 547AddressLine1Txt
CityNORTH TONAWANDACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL KELLYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7162040204PhoneNum
Signature2018-06-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA LAROUSSIPreparerPersonNm
PTINP01257512PTIN
Phone7166302400PhoneNum
Preparation2018-06-25PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.45.217.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-06-25IPDt
IP Tm14:55:57IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id782F9596B8649F4B8ACCB8945E9FA4D9C8277DA7AtSubmissionCreationDeviceId
At Submission Filing Device Id3CAB4B20C9077208CE704FCC9099C88110051BC5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,855,612FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$251,448DividendsRevAndExpnssAmt
Dividends Net Invst Incm$251,448DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$51,828NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,483,308GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$51,828CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$62OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$62OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$303,338TotalRevAndExpnssAmt
Total Net Invst Incm$303,338TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,840AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,672AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,168AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$37,439OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$29,951OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,488OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,980TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$18,105OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$7,594OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$10,511OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,373OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,703OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,670OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76,737TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,920TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,837TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$541,803ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$541,803ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$618,540TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,920TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$562,640TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$315,202ExcessRevenueOverExpensesAmt
Net Investment Income$257,418NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$465,008CashBOYAmt
Cash EOY$42,645CashEOYAmt
Cash EOYFMV$42,645CashEOYFMVAmt
Corporate Stock BOY$10,342,815CorporateStockBOYAmt
Corporate Stock EOY$11,623,185CorporateStockEOYAmt
Corporate Stock EOYFMV$11,623,185CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$207,018InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$21,564InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$190,629LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$185,454LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$185,454LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$4,111OtherInvestmentsBOYAmt
Other Investments EOY$4,328OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,328OtherInvestmentsEOYFMVAmt
Total Assets BOY$11,002,563TotalAssetsBOYAmt
Total Assets EOY$11,855,612TotalAssetsEOYAmt
Total Assets EOYFMV$11,855,612TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$11,002,563RetainedEarningBOYAmt
Retained Earning EOY$11,855,612RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,002,563TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,855,612TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,002,563TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,855,612TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,002,563TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$315,202ExcessRevenueOverExpensesAmt
Other Increases$1,168,251OtherIncreasesAmt
Subtotal$11,855,612SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,855,612TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
FIDELITY - CGDP2017-01-012017-12-31$84,700$84,700$84,700
FIDELITY NET GAIN/LOSS - SHORT TERMP$11,085$521$521$10,564
FIDELITY NET GAIN/LOSS - LONG TERMP$1,387,523-$33,393-$33,393$1,420,916
FieldValueIRS element (for citing)
Capital Gain Net Income$51,828CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$297,190AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,219,648NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.029080DistributionYr1Rt
Adjusted Qlfy Distri Yr2$311,115AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,402,151NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029909DistributionYr2Rt
Adjusted Qlfy Distri Yr3$363,526AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,896,416NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036733DistributionYr3Rt
Adjusted Qlfy Distri Yr4$22,584AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,116,893NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.002477DistributionYr4Rt
Adjusted Qlfy Distri Yr5$185,222AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,796,704NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038614DistributionYr5Rt
Total Distribution0.136813TotalDistributionRt
Average Distribution0.027363AverageDistributionRt
Net Vl Noncharitable Assets$11,135,555NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$304,702AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,574NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$307,276AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$562,640QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,574InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,574SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,574TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,959EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,959TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,385OverpaymentAmt
Applied To ES Tax$6,385AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKEN DULIANIndividualWithBooksNm
Phone7162040204PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 547AddressLine1Txt
CityNORTH TONAWANDACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14120ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WARREN GREATBATCH
PO BOX 547NORTH TONAWANDANY14120DIRECTOR/VP8.00$0$0$0
JOHN SIEGEL
PO BOX 547NORTH TONAWANDANY14120DIRECTOR/SECRETARY5.00$0$0$0
AMI GREATBATCH
PO BOX 547NORTH TONAWANDANY14120DIRECTOR/PRESIDENT8.00$0$0$0
JULIA SPITZ
PO BOX 547NORTH TONAWANDANY14120DIRECTOR5.00$0$0$0
KENNETH DULIAN
PO BOX 547NORTH TONAWANDANY14120EXEC. DIRECTOR/ASST.TREAS.6.00$0$0$0
DAVID PIERCE MD
PO BOX 547NORTH TONAWANDANY14120DIRECTOR5.00$0$0$0
MICHELE SCHMIDT
PO BOX 547NORTH TONAWANDANY14120ADMINISTRATIVE DIRECTOR5.00$0$0$0
MICHAEL KELLY
PO BOX 547NORTH TONAWANDANY14120DIRECTOR/TREASURER2.00$0$0$0
JENNIFER GREATBATCH
PO BOX 547NORTH TONAWANDANY14120DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,918,450AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$386,682AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,305,132TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,305,132AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$169,577CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,135,555NetVlNoncharitableAssetsAmt
Minimum Investment Return$556,778MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$556,778MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,574TaxBasedOnInvestmentIncomeAmt
Total Tax$2,574TotalTaxAmt
Distributable Before Adj$554,204DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$554,204DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$554,204DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$562,640ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$562,640QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,574PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$560,066AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$554,204DistributableAsAdjustedAmt
Undistributed Income PY$221,400UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$562,640QualifyingDistributionsAmt
Applied To Year1$221,400AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$341,240AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$212,964UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMICHELE SCHMIDTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 547AddressLine1Txt
CityNORTH TONAWANDACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14120ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7162040204RecipientPhoneNum
Form And Info And MaterialsTHE GRANT APPLICATION FORM IS ELECTRONIC AND ACCESSIBLE AT WWW.EASTHILLFDN.COMFormAndInfoAndMaterialsTxt
Submission DeadlinesVARIESSubmissionDeadlinesTxt
Restrictions On AwardsTHE 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/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEDS FROM BRIAN INC
5153 GRISWOLD STMIDDLEPORTNY14105NONEPUBLIC CHARITYONE DOZEN BEDS AND BEDDING FOR CHILDREN IN NEED$2,400
BREAST CANCER NETWORK OF WNY INC
3297 WALDEN AVEDEPEWNY14043NONEPUBLIC CHARITYCOOKING CLASSES FOR BREAST CANCER PATIENTS AND SURVIVORS$1,000
BROTHERS OF MERCY
4520 RANSOM RDCLARENCENY14031NONEPUBLIC CHARITYCOMPLETE RENOVATION OF ONE HOSPICE ROOM$25,000
BUFFALO NIAGARA RIVERKEEPER
721 MAIN STREETBUFFALONY14203NONEPUBLIC CHARITYEDUCATIONAL AND WATER MONITORING PROGRAMS - YEAR 2 OF 4$62,015
BUFFALO OLMSTED PARKS CONSERVANCY
84 PARKSIDE AVEBUFFALONY14214NONEPUBLIC CHARITYTO PURCHASE LARGE ZERO TURN ROTARY MOWER$30,000
BUFFALO SOCIETY OF NATURAL SCIENCES
1020 HUMBOLDT PARKWAYBUFFALONY14211NONEPUBLIC CHARITYINTERACTIVE WAYFINDING & OSPREY NEST MONITORING CAMERA$15,000
CARING ABOUT TREASURED STRAYS
1925 KY HWY 213 SOUTHJEFFERSONVILLEKY40337NONEPUBLIC CHARITYSPAY AND NEUTER PROGRAM FOR ANIMAL SHELTER$10,000
THE CENTER FOR HOSPICE & PALLIATIVE CARE
225 COMO PARK BLVDCHEEKTOWAGANY14227NONEPUBLIC CHARITYFACILITIES SERVICE GARAGE FOR HOSPICE BUFFALO$10,000
CENTERVILLE VOLUNTEER FIRE RESCUE
545 HAWKINS CUMMINS RDPARISKY40361NONEPUBLIC CHARITYBAY ADDITION INTERIOR COMPLETION$10,000
CENTERVILLE VOLUNTEER FIRE RESCUE
545 HAWKINS CUMMINS RDPARISKY40361NONEPUBLIC CHARITYBAY ADDITION SHELL EXTERIOR$10,000
CHAUTAUQUA COUNTY RSVP
715 FALCONER STREETJAMESTOWNNY14701NONEPUBLIC CHARITYUNIFORMS FOR SENIOR VOLUNTEERS - FOOD PROGRAM$2,000
CITY OF NORTH TONAWANDA
216 PAYNE AVENUENORTH TONAWANDANY14120NONEPUBLIC CHARITYNEW K-9 DOG AND REQUIRED TRAINING$16,388
COMMUNITY SERVICES FOR THE DEV DISABLED
180 OAK STBUFFALONY14203NONEPUBLIC CHARITYJEFFERSON PLAYGROUND RESTORATION PROJECT FOR DISABLED YOUTH$19,500
CORNELL COOPERATIVE EXTENSION OF NIAGARA
4487 LAKE AVENUELOCKPORTNY14094NONEPUBLIC CHARITYESSENTIAL HOOD AND FIRE SUPPRESSION SYSTEM FOR COMMERCIAL KITCHEN$22,000
EHS INC
206 SOUTH ELMWOOD AVENUEBUFFALONY142012398NONEPUBLIC CHARITYNUTRITION SERVICES FOR CLIENTS WITH MULTIPLE, CHRONICAL DISEASES AND MENTAL HEALTH CHALLENGES$15,000
EMPOWER
9812 LOCKPORT RDNIAGARA FALLSNY14304NONEPUBLIC CHARITYPURCHASE EQUIPMENT FOR JOB TRAINING FOR PEOPLE WITH DISABILITIES$3,771
FRIENDS OF CITY OF BUFFALO ANIMAL SHELTER
65 HAMPTON HILL DRIVEWILLIAMSVILLENY14221NONEPUBLIC CHARITYADOPTION FEES, MEDICAL, HOSPICE CARE OF DESIGNATED DOGS AND CATS$15,000
HOLY FAMILY LEARNING CENTER
1339 INDIAN CHURCHWEST SENECANY14224NONEPUBLIC CHARITYPURCHASE TEACHER CURRICULUM AND COMPUTER EQUIPMENT$10,000
HORIZON HEALTH SERVICES
3020 BAILEY AVEBUFFALONY14215NONEPUBLIC CHARITYPURCHASE FURNITURE, DOORS, RENOVATIONS AND EQUIPMENT$14,657
KEENE SERENITY CENTER
36-40 CARPENTER STREET PO BOX 327KEENENH03431NONEPUBLIC CHARITYPURCHASE RECOVER COACH TRAINING, RESOURCE MATERIALS, RENOVATIONS AND FURNITURE$10,000
KEN-TON MEALS ON WHEELS
169 SHERIDAN PARKSIDE DRIVETONAWANDANY14150NONEPUBLIC CHARITYPURCHASE AND INSTALLATION OF NEW COOLER/FREEZER UNIT$15,000
LANCASTER VOLUNTEER AMBULANCE CORPS
40 EMBRY PLLANCASTERNY14086NONEPUBLIC CHARITYPURCHASE A CARDIAC MONITOR AND REQUIRED ACCESSORIES$30,000
MARTIN HOUSE RESTORATION CORPORATION
143 JEWETT PARKWAYBUFFALONY14214NONEPUBLIC CHARITYPURCHASE VOLUNTEER MANAGEMENT SOFTWARE$15,000
NATIVITY OF THE BLESSED VIRGIN MARY SCH
8550 MAIN STREETWILLIAMSVILLENY14221NONEPUBLIC CHARITYPURCHASE FOUR SMART BOARDS$10,000
OLD FORT NIAGARA ASSOCIATION INC
PO BOX 169YOUNGSTOWNNY14174NONEPUBLIC CHARITYPAINTING OF INTERIOR HISTORIC LIGHTHOUSE TOWER$18,775
OLEAN FOOD PANTRY INC
8 LEO MOSS DRIVEOLEANNY14760NONEPUBLIC CHARITYRENOVATION FOR BUILDING ADDITION$15,000
PEOPLE UNITED FOR SUSTAINABLE HOUSING
271 GRANT STBUFFALONY14213NONEPUBLIC CHARITYRENOVATION, MATERIALS AND TRAINERS FOR GREEN CONSTRUCTION TRAINING HOUSE$70,000
RMHC OF WNY INC
780 WEST FERRY STREETBUFFALONY14222NONEPUBLIC CHARITYPURCHASE FURNISHINGS FOR RONALD MCDONALD LOUNGE AT NEW JOHN R. OISHEI CHILDREN'S HOSPITAL$15,000
SPCA SERVING ERIE COUNTY
300 HARLEM RDWEST SENECANY14224NONEPUBLIC CHARITYENCLOSURES FOR TURTLES, SMALL ANIMALS AND FELINE BEDS$9,410
THE WINCHESTER LEARNING CENTER
109 KEENE RDWINCHESTERNH03470NONEPUBLIC CHARITYNEW ADDITION TO EXPAND CHILDCARE, PRESCHOOL FAMILY RESOURCE CENTER$10,000
VOLUNTEERS ENABLING TRANSPORTATION
515 ELMKEENENH03431NONEPUBLIC CHARITYPURCHASE VEHICLE AND MAINTAIN VEHICLES FOR VETERAN TRANSPORTATION SERVICE$10,000
WNY PHYSICALLY CHALLENGED YOUTH SPORTS
2 ALYSSUM COURTWILLIAMSVILLENY14221NONEPUBLIC CHARITYPURCHASE JERSEYS FOR SLED HOCKEY FOR DISABLED PARTICIPANTS$10,000
YMCA OF THE NIAGARA FRONTIER INC
49 TREMONT STREETNORTH TONAWANDANY14120NONEPUBLIC CHARITYREPAIRS FOR TRANSITIONAL HOUSING FACILITY$9,887
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$541,803TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BUFFALO NIAGARA RIVERKEEPERBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1721 MAIN STREETAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14203ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPUBLIC CHARITYRecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONAL AND WATER MONITORING PROGRAMSGrantOrContributionPurposeTxt
Amt$76,465Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$76,465TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$251,448ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$51,828ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISC REVENUEDesc
Exclusion$62ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$303,338ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$303,338TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,840Amt
Net Investment Income$4,672NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,168DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
TOWN OF SWANZEY
PO BOX 10009SWANZEYNH034462016-08-19$10,000TO UPGRADE 7,375 FEET OF A MULTI-USE RECREATIONAL RAIL TRAIL - ASHUELOT RAIL TRAIL PROJECT$06/13/20172017-06-13THE 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 AVENUENORTH TONAWANDANY141202017-05-11$16,388NEW K-9 DOG, REQUIRED TRAINING, EQUIPMENT AND SUPPLIES.$16,3883/1/20182018-02-01THE 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

FieldValueIRS element (for citing)
StockFIDELITY - STOCKS & MUTUAL FUNDSStockNm
EOY Book Value$11,623,185EOYBookValueAmt
EOYFMV$11,623,185EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemORTHO VENTURES LLCCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$4,328BookValueAmt
EOYFMV$4,328EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements 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

FieldValueIRS element (for citing)
DescMISC REVENUEDesc
Revenue And Expenses Per Books$62RevenueAndExpensesPerBooksAmt
Net Investment Income$62NetInvestmentIncomeAmt
Adjusted Net Income$62AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN/LOSS ON SECURITIESDesc
Amt$1,168,251Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$37,439Amt
Net Investment Income$29,951NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,488DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX PAYMENTSCategoryTxt
Amt$9,980Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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