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SCOTT BIELER FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SCOTT BIELER FOUNDATION INC (EIN 81-2815534)
Tax period
2016-05-03 to 2017-04-30
Filed
2017-08-02
IRS object ID
201742149349100404
Schema version
2016v3.0
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)
Return2017-08-02T10:20:16-07:00ReturnTs
Tax Period End2017-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1David J Fleischmann CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12425 Sweet Home Road Suite AAddressLine1Txt
CityAmherstCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14228ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-05-03TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN812815534EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCOTT BIELER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCOTBusinessNameControlTxt
Phone7166497711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13552 SOUTHWESTERN BLVDAddressLine1Txt
CityORCHARD PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14127ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT R BIELERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7166497711PhoneNum
Signature2017-08-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID J FLEISCHMANN CPAPreparerPersonNm
Phone7163892900PhoneNum
Preparation2017-08-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.186.159.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-02IPDt
IP Tm10:20:11IPTm
IP TimezonePDIPTimezoneCd
Federal Original Submission Id1635142017214005x4w2FederalOriginalSubmissionId
Federal Original Submission Id2017-08-02FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id59ADC3A46C182ECECC82673EFE64F688BFC2644DAtSubmissionCreationDeviceId
At Submission Filing Device Id0D873BAC8E4282032EE7B641747A7C449F4242A3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,561,411FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,641,155ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$149InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$149InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,641,304TotalRevAndExpnssAmt
Total Net Invst Incm$149TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$5,562LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,562LegalFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,000OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,331OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,331OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,893TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,893TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,893TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,893TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,561,411ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$1,430,256SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,430,256SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,131,155OtherAssetsEOYAmt
Other Assets EOYFMV$1,131,155OtherAssetsEOYFMVAmt
Total Assets EOY$2,561,411TotalAssetsEOYAmt
Total Assets EOYFMV$2,561,411TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted EOY$2,561,411UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances EOY$2,561,411TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,561,411TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$2,561,411ExcessRevenueOverExpensesAmt
Subtotal$2,561,411SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,561,411TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTAN KICINSKIIndividualWithBooksNm
Phone7169267052PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13552 SOUTHWESTERN BLVDAddressLine1Txt
CityORCHARD PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14127ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT R BIELER
3552 SOUTHWESTERN BLVDORCHARD PARKNY14127PRESIDENT/DIRECTOR2.00$0$0$0
KATHRYN A LASHER
3552 SOUTHWESTERN BLVDORCHARD PARKNY14127VICE PRESDIENT/DIREC2.00$0$0$0
MATTHEW P LASHER
3552 SOUTHWESTERN BLVDORCHARD PARKNY14127SECRETARY/TREASURER/2.00$0$0$0
STANLEY A KICINSKI
3552 SOUTHWESTERN BLVDORCHARD PARKNY14127DIRECTOR1.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$622,680AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$754,103FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,376,783TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,376,783AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,652CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,356,131NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,807MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,807MinimumInvestmentReturnAmt
Distributable Before Adj$67,807DistributableBeforeAdjAmt
Distributable Before Ded$67,807DistributableBeforeDedAmt
Distributable As Adjusted$67,807DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,000ExpensesAndContributionsAmt
Qualifying Distributions$72,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$72,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,807DistributableAsAdjustedAmt
Qualifying Distributions$72,000QualifyingDistributionsAmt
Applied To Current Year$67,807AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,193RemainingDistriFromCorpusAmt
Total Corpus$4,193TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,193ExcessDistriCyovToNextYrAmt
Excess From Current Year$4,193ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSCOTT BIELERContributingManagerNm
Shareholder ManagerSCOTT BIELERShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
21 CONNECT
MAIN STBUFFALONY14203501(C)(3)CHARITY$10,000
CYSTIC FIBROSIS
1775 WEHRLEWILLIAMSVILLENY14221501(C)(3)CHARITY$20,000
ECC FOUNDATION
121 ELLICOTT STBUFFALONY14203501(C)(3)CHARITY$12,000
BOYS & GIRLS CLUB DEPEW
60 PRESTONDEPEWNY14043501(C)(3)CHARITY$10,000
WNY LAND CONSERVATORY
PO BOX 471EAST AURORANY14052501(C)(3)CHARITY$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$149RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$149RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$149TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3ALL INCOME BEING GENERATED IS BEING USED TO IMPROVE THE
3HEALTH & WELFARE OF INDIVIDUALS, TO ADVANCE BIOMEDICAL
3RESEARCH, TO FURTHER EDUCATION & PROMOTE LAND CONSERVANCY.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
SCOTT BIELER
13552 SOUTHWESTERN BLVDORCHARD PARKNY14127$1,510,000Yes (X)
SCOTT BIELER
23552 SOUTHWESTERN BLVDORCHARD PARKNY14127$16,788Yes (X)Yes (X)
SCOTT BIELER
33552 SOUTHWESTERN BLVDORCHARD PARKNY14127$1,112,309Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2MASS MUTUAL LIFE INSURANCE POLICY 11139262$16,7882016-09-19
3MASS MUTUAL LIFE INSURANCE POLICY 9766740$1,112,3092016-09-19

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPHILLIPS LYTLE LLP LEGALCategoryTxt
Legal Fees$5,562LegalFeesAmt
Net Investment Income$5,562NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MASS MUTUAL WHOLE LIFE INS #9766740$1,112,309$1,112,309
MASS MUTUAL TERM LIFE INS #11139262$16,788$16,788
MASS MUTUAL TERM LIFE INS #11133160$2,058$2,058

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MASS MUTUAL WHOLE LIFE INS #9766740$1,112,309$1,112,309
MASS MUTUAL TERM LIFE INS #11139262$16,788$16,788
MASS MUTUAL TERM LIFE INS #11133160$2,058$2,058

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MASS MUTUAL WHOLE LIFE INS #9766740$1,112,309$1,112,309
MASS MUTUAL TERM LIFE INS #11139262$16,788$16,788
MASS MUTUAL TERM LIFE INS #11133160$2,058$2,058

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FILING FEES$850$850
BANK CHARGES$481$481

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBRISBANE CONSULTING APPRAISALCategoryTxt
Amt$1,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt

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