E & WG FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- E & WG FOUNDATION (EIN 16-1065309)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-03
- IRS object ID
- 201603089349101000
- Schema version
- 2015v2.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-03T14:48:06-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | WARREN GREATBATCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7162040204 | PhoneNum |
| Signature | 2016-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL JANKOWSKI | PreparerPersonNm |
| PTIN | P00540410 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,312,719 | 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 | $220,825 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $220,825 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,613,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,024 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $278,849 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,849 | 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 | $4,230 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,384 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $846 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,431 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,145 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,286 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $19,362 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,528 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,833 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,352 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $102 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,215 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $289,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $354,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $311,115 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,690 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $141,092 | CashBOYAmt |
| Cash EOY | $197,199 | CashEOYAmt |
| Cash EOYFMV | $197,199 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,564,217 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,915,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,915,899 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $207,018 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $11,213 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $200,980 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $195,805 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $195,805 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $3,661 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,816 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,816 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,909,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,312,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,312,719 | 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 | $10,909,950 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,312,719 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,909,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,312,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,909,950 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,312,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,909,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,826 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,834,124 | SubtotalAmt |
| Other Decreases | $521,405 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,312,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY - CGD | P | 2015-01-01 | 2015-12-31 | $66,358 | $66,358 | $66,358 | |
| ISHARES CORE S&P 500 INDEX - 200 SHARES | P | 2014-09-16 | 2015-02-02 | $40,205 | $73 | $73 | $40,132 |
| VANGUARD GNMA FUND-ADMIRAL - 8552.818 SHARES | P | 2012-10-11 | 2015-03-19 | $92,693 | -$1,834 | -$1,834 | $94,527 |
| VANGUARD GNMA FUND-ADMIRAL - 23.66 SHARES | P | 2012-10-31 | 2015-03-19 | $256 | -$5 | -$5 | $261 |
| VANGUARD GNMA FUND-ADMIRAL - 1818.182 SHARES | P | 2012-12-27 | 2015-03-19 | $19,705 | -$330 | -$330 | $20,035 |
| VANGUARD GNMA FUND-ADMIRAL - 33.588 SHARES | P | 2012-11-30 | 2015-03-19 | $364 | -$6 | -$6 | $370 |
| VANGUARD GNMA FUND-ADMIRAL - 39.19 SHARES | P | 2012-12-31 | 2015-03-19 | $425 | -$3 | -$3 | $428 |
| VANGUARD GNMA FUND-ADMIRAL - 49.704 SHARES | P | 2012-12-31 | 2015-03-19 | $539 | -$3 | -$3 | $542 |
| VANGUARD GNMA FUND-ADMIRAL - 25.73 SHARES | P | 2012-12-31 | 2015-03-19 | $279 | -$2 | -$2 | $281 |
| VANGUARD GNMA FUND-ADMIRAL - 20.183 SHARES | P | 2013-04-30 | 2015-03-19 | $219 | -$1 | -$1 | $220 |
| VANGUARD GNMA FUND-ADMIRAL - 26.313 SHARES | P | 2015-01-30 | 2015-03-19 | $285 | -$1 | -$1 | $286 |
| VANGUARD GNMA FUND-ADMIRAL - 19.86 SHARES | P | 2013-02-28 | 2015-03-19 | $215 | -$1 | -$1 | $216 |
| VANGUARD GNMA FUND-ADMIRAL - 19.39 SHARES | P | 2013-03-28 | 2015-03-19 | $210 | $0 | $0 | $210 |
| VANGUARD GNMA FUND-ADMIRAL - 1.951 SHARES | P | 2013-04-01 | 2015-03-19 | $21 | $0 | $0 | $21 |
| VANGUARD GNMA FUND-ADMIRAL - 7.803 SHARES | P | 2013-04-01 | 2015-03-19 | $85 | $0 | $0 | $85 |
| VANGUARD GNMA FUND-ADMIRAL - 19.786 SHARES | P | 2013-01-31 | 2015-03-19 | $214 | $0 | $0 | $214 |
| VANGUARD GNMA FUND-ADMIRAL - 27.528 SHARES | P | 2014-11-28 | 2015-03-19 | $298 | $0 | $0 | $298 |
| VANGUARD GNMA FUND-ADMIRAL - 28.56 SHARES | P | 2015-02-27 | 2015-03-19 | $310 | $1 | $1 | $309 |
| VANGUARD GNMA FUND-ADMIRAL - 25.908 SHARES | P | 2014-12-31 | 2015-03-19 | $281 | $1 | $1 | $280 |
| VANGUARD GNMA FUND-ADMIRAL - 11.027 SHARES | P | 2014-12-18 | 2015-03-19 | $120 | $1 | $1 | $119 |
| VANGUARD GNMA FUND-ADMIRAL - 29.707 SHARES | P | 2014-10-31 | 2015-03-19 | $322 | $1 | $1 | $321 |
| VANGUARD GNMA FUND-ADMIRAL - 24.196 SHARES | P | 2014-06-30 | 2015-03-19 | $262 | $2 | $2 | $260 |
| VANGUARD GNMA FUND-ADMIRAL - 24.326 SHARES | P | 2014-08-29 | 2015-03-19 | $264 | $3 | $3 | $261 |
| VANGUARD GNMA FUND-ADMIRAL - 24.822 SHARES | P | 2014-05-30 | 2015-03-19 | $269 | $3 | $3 | $266 |
| VANGUARD GNMA FUND-ADMIRAL - 26.624 SHARES | P | 2014-09-30 | 2015-03-19 | $289 | $4 | $4 | $285 |
| VANGUARD GNMA FUND-ADMIRAL - 2155.576 SHARES | P | 2014-09-16 | 2015-03-19 | $23,362 | $312 | $312 | $23,050 |
| VANGUARD GNMA FUND-ADMIRAL - 25.322 SHARES | P | 2014-07-31 | 2015-03-19 | $274 | $4 | $4 | $270 |
| VANGUARD GNMA FUND-ADMIRAL - 26.181 SHARES | P | 2014-04-30 | 2015-03-19 | $284 | $5 | $5 | $279 |
| VANGUARD GNMA FUND-ADMIRAL - 20.313 SHARES | P | 2013-05-31 | 2015-03-19 | $220 | $4 | $4 | $216 |
| VANGUARD GNMA FUND-ADMIRAL - 25.025 SHARES | P | 2014-02-28 | 2015-03-19 | $271 | $5 | $5 | $266 |
| VANGUARD GNMA FUND-ADMIRAL - 22.482 SHARES | P | 2013-10-31 | 2015-03-19 | $244 | $5 | $5 | $239 |
| VANGUARD GNMA FUND-ADMIRAL - 25.321 SHARES | P | 2014-01-31 | 2015-03-19 | $274 | $5 | $5 | $269 |
| VANGUARD GNMA FUND-ADMIRAL - 25.519 SHARES | P | 2014-03-31 | 2015-03-19 | $277 | $7 | $7 | $270 |
| VANGUARD GNMA FUND-ADMIRAL - 20.634 SHARES | P | 2013-09-30 | 2015-03-19 | $224 | $6 | $6 | $218 |
| VANGUARD GNMA FUND-ADMIRAL - 23.849 SHARES | P | 2013-11-29 | 2015-03-19 | $258 | $7 | $7 | $251 |
| VANGUARD GNMA FUND-ADMIRAL - 20.159 SHARES | P | 2013-06-28 | 2015-03-19 | $218 | $7 | $7 | $211 |
| VANGUARD GNMA FUND-ADMIRAL - 19.332 SHARES | P | 2013-07-31 | 2015-03-19 | $210 | $8 | $8 | $202 |
| VANGUARD GNMA FUND-ADMIRAL - 25.239 SHARES | P | 2013-12-31 | 2015-03-19 | $274 | $11 | $11 | $263 |
| VANGUARD GNMA FUND-ADMIRAL - 19.997 SHARES | P | 2013-08-30 | 2015-03-19 | $217 | $9 | $9 | $208 |
| DFA EMERGING MARKETS SMALL-CAP FUND - 42.014 SHARES | P | 2014-09-09 | 2015-06-18 | $889 | -$68 | -$68 | $957 |
| DFA EMERGING MARKETS SMALL-CAP FUND - 559.034 SHARES | P | 2014-09-16 | 2015-06-18 | $11,827 | -$723 | -$723 | $12,550 |
| DFA EMERGING MARKETS SMALL-CAP FUND - 5.056 SHARES | P | 2013-03-08 | 2015-06-18 | $107 | -$5 | -$5 | $112 |
| DFA EMERGING MARKETS SMALL-CAP FUND - 19.621 SHARES | P | 2014-06-09 | 2015-06-18 | $415 | -$17 | -$17 | $432 |
| DFA EMERGING MARKETS SMALL-CAP FUND - 36.45 SHARES | P | 2013-06-10 | 2015-06-18 | $771 | $6 | $6 | $765 |
| DFA EMERGING MARKETS SMALL-CAP FUND - 5.071 SHARES | P | 2015-06-08 | 2015-06-18 | $107 | $1 | $1 | $106 |
| DFA EMERGING MARKETS SMALL-CAP FUND - 6218.159 SHARES | P | 2012-10-11 | 2015-06-18 | $131,551 | $4,608 | $4,608 | $126,943 |
| DFA EMERGING MARKETS SMALL-CAP FUND - 33.887 SHARES | P | 2013-09-10 | 2015-06-18 | $717 | $41 | $41 | $676 |
| DFA EMERGING MARKETS SMALL-CAP FUND - 59.338 SHARES | P | 2013-12-12 | 2015-06-18 | $1,255 | $72 | $72 | $1,183 |
| DFA EMERGING MARKETS SMALL-CAP FUND - 102.578 SHARES | P | 2013-12-12 | 2015-06-18 | $2,170 | $125 | $125 | $2,045 |
| DFA EMERGING MARKETS SMALL-CAP FUND - 5.309 SHARES | P | 2014-12-16 | 2015-06-18 | $112 | $10 | $10 | $102 |
| DFA EMERGING MARKETS SMALL-CAP FUND - 139.866 SHARES | P | 2014-12-16 | 2015-06-18 | $2,959 | $265 | $265 | $2,694 |
| DFA EMERGING MARKETS SMALL-CAP FUND - 78.12 SHARES | P | 2014-12-16 | 2015-06-18 | $1,653 | $148 | $148 | $1,505 |
| ISHARES MSCI EAFE INDEX FUND - 1150 SHARES | P | 2014-09-16 | 2015-06-18 | $76,208 | $657 | $657 | $75,551 |
| ISHARES MSCI EAFE INDEX FUND - 2325 SHARES | P | 2014-10-31 | 2015-06-18 | $154,072 | $5,457 | $5,457 | $148,615 |
| ISHARES MSCI EAFE INDEX FUND - 7050 SHARES | P | 2013-02-08 | 2015-06-18 | $467,186 | $54,816 | $54,816 | $412,370 |
| ISHARES CORE S&P 400 MIDCAP INDEX - 200 SHARES | P | 2014-09-16 | 2015-06-18 | $30,903 | $2,541 | $2,541 | $28,362 |
| ISHARES CORE S&P 600 SMALLCAP INDEX - 300 SHARES | P | 2014-09-16 | 2015-06-18 | $36,276 | $3,852 | $3,852 | $32,424 |
| ISHARES CORE S&P 500 INDEX - 250 SHARES | P | 2014-09-16 | 2015-08-03 | $52,892 | $2,727 | $2,727 | $50,165 |
| ISHARES CORE S&P 500 INDEX - 300 SHARES | P | 2013-05-20 | 2015-08-03 | $63,470 | $13,131 | $13,131 | $50,339 |
| VANGUARD TOTAL BOND MARKET-ADM - 5586.592 SHARES | P | 2012-10-16 | 2015-08-27 | $59,970 | -$2,490 | -$2,490 | $62,460 |
| VANGUARD SHORT-TERM TIPS - 375 SHARES | P | 2013-03-28 | 2015-09-16 | $18,086 | -$785 | -$785 | $18,871 |
| VANGUARD TOTAL BOND MARKET-ADM - 9242.144 SHARES | P | 2012-10-16 | 2015-10-02 | $99,970 | -$3,360 | -$3,360 | $103,330 |
| UBS ETRACS ALERIAN MLP INFRASTRUCTURE ETN - 4625 SHARES | P | 2014-06-19 | 2015-12-01 | $122,655 | -$76,854 | -$76,854 | $199,509 |
| UBS ETRACS ALERIAN MLP INFRASTRUCTURE ETN - 1000 SHARES | P | 2015-06-18 | 2015-12-01 | $26,520 | -$10,787 | -$10,787 | $37,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,024 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $363,526 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,896,416 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036733 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,584 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,116,893 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.002477 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $185,222 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,796,704 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038614 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $206,101 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $369,424 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.557898 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $223,826 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $540,812 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.413870 | DistributionYr5Rt |
| Total Distribution | 1.049592 | TotalDistributionRt |
| Average Distribution | 0.209918 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,402,151 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,183,599 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,387 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,185,986 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $311,115 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,774 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,774 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,774 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,519 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,519 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,745 | OverpaymentAmt |
| Applied To ES Tax | $1,745 | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WARREN GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIR/PRESIDENT/TREASURER | 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/VP | 5.00 | $0 | $0 | $0 |
| MARCINDA MARTIN | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR/ASST. TREASURER | 6.00 | $0 | $0 | $0 |
| TOMMIE GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR (UNTIL JUNE 2015) | 1.00 | $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 | EXECUTIVE DIRECTOR/ASST. TREASURER | 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 | 1.00 | $0 | $0 | $0 |
| MICHAEL KELLY | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR (AS OF JUNE 2015) | 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 | $10,373,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $186,970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,560,559 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,560,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,402,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $520,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $520,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,774 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,774 | TotalTaxAmt |
| Distributable Before Adj | $515,334 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $515,334 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $515,334 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $311,115 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $311,115 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $311,115 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $515,334 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,832 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $187,958 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $189,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $311,115 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $311,115 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $189,790 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $189,790 | 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 | $14,429 | 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 THE RESIDENTS FROM THE EIGHT COUNTIES OF WESTERN NEW YORK. THE FOUNDATION ALSO TEACHES STEWARDSHIP TO THE FOUNDERS' FAMILY MEMBERS BY SUPPORTING THEIR PROJECTS IRRESPECTIVE OF WHERE THEY LIVE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOURBON COUNTY SCHOOLS | |||||||
| 3343 LEXINGTON ROAD | PARIS | KY | 40361 | NONE | SCHOOL DISTRICT | WEEKEND FOOD PROGRAM FOR CHILDREN IN NEED | $10,000 |
| BUFFALO URBAN LEAGUE | |||||||
| 15 GENESEE STREET | BUFFFALO | NY | 14203 | NONE | PUBLIC CHARITY | BENEVON SUSTAINABILITY TRAINING | $26,500 |
| BOURBON COUNTY HIGH SCHOOL THEATERARTS | |||||||
| 3343 LEXINGTON ROAD | PARIS | KY | 40361 | NONE | SCHOOL DISTRICT | EQUIPMENT/UPGRADES TO ENHANCE SAFETY IN PERFORMING ARTS | $15,000 |
| WOMAN FOR LIFE OF WINCHESTER INC | |||||||
| 139 JEFFERSON ST | WINCHESTER | KY | 40391 | NONE | PUBLIC CHARITY | WEB DESIGN & BABY EQUIPMENT FOR PARENTING PROGRAM | $10,000 |
| KENTUCKY CENTER FOR THE ARTS FOUNDATION | |||||||
| 501 W MAIN STREET | LOUISVILLE | KY | 40202 | NONE | PUBLIC CHARITY | SOFTWARE FOR MEDIA STUDENTS | $8,400 |
| ZOOLOGICAL SOCIETY OF BUFFALO INC | |||||||
| 300 PARKSIDE AVE | BUFFALO | NY | 14214 | NONE | PUBLIC CHARITY | GATOR VEHICLE FOR MAINTAINING HABITAT OF LARGE PACHYDERMS | $10,000 |
| TOWN OF SWANZEY | |||||||
| PO BOX 10009 | SWANZEY | NH | 03446 | NONE | GOVERNMENT | REPAIRS AND EXTERIOR LIGHTING AT WHITCOMB HALL COMMUNITY CENTER | $10,000 |
| CLEARWATER MARINE AQUARIUM | |||||||
| 249 WINDWARD PASSAGE | CLEARWATER | FL | 33767 | NONE | PUBLIC CHARITY | ENHANCE AMERICAN RIVER OTTER HABITAT | $10,000 |
| GREATER NIAGARA FRONTIER COUNCIL INC | |||||||
| 2860 GENESEE STREET | BUFFALO | NY | 14225 | NONE | PUBLIC CHARITY | MATCHING GRANT FOR BENEVON SUSTAINABLE PROGRAM IN BUFFALO | $15,000 |
| JEANNE GEIGER CRISIS CENTER INC | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | NONE | PUBLIC CHARITY | PURCHASE AND INSTALL NEW TELEPHONE SYSTEM | $20,000 |
| KENTUCKY RIVER FOOTHILLS DEVELOPMENT | |||||||
| 30309 SPANGLER DRIVE | RICHMOND | KY | 40475 | NONE | PUBLIC CHARITY | MEALS AND SERVICES FOR SENIOR CENTER | $15,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 780 W FERRY STREET | BUFFALO | NY | 14222 | NONE | PUBLIC CHARITY | REPLACE WORN PORCH WITH RAMP AND RAILING | $25,000 |
| THEODORE ROOSEVELT INAUGURAL SITE FDN | |||||||
| 641 DELAWARE AVE | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | PURCHASE AND INSTALL MULTIMEDIA SYSTEM IN TR SITE VISITOR CT. | $20,000 |
| BUFFALO HEARING & SPEECH CENTER FDN INC | |||||||
| 5225 SHERIDAN DR | WILLIAMSVILLE | NY | 14221 | NONE | PUBLIC CHARITY | DIAGNOSTIC EQUIPMENT, COMPUTER EQUIPMENT AND MATERIALS | $15,000 |
| WESTERN NEW YORK LAND CONSERVANCY | |||||||
| PO BOX 471 | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARITY | STELLA NIAGARA PRESERVE, PUBLIC NATURE PRESERVE IN LEWISTON, NY | $65,000 |
| LOCKPORT CARE NET PREGNANCY CENTER | |||||||
| 229 EAST AVE | LOCKPORT | NY | 14094 | NONE | PUBLIC CHARITY | MEDICAL EQUIPMENT AND MATERIALS | $5,000 |
| BUFFALO NIAGARA RIVERKEEPER | |||||||
| 721 MAIN ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | PROMOTE AND DISSEMINATE WNY GUIDE OF NATIVE PLANTS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $289,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $220,825 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,024 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $278,849 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $278,849 | 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 | $4,230 | Amt |
| Net Investment Income | $3,384 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $846 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| BOURBON COUNTY SCHOOLS - BOURBON COUNTY HIGH SCHOOL THEATERARTS | ||||||||||
| 3343 LEXINGTON ROAD | PARIS | KY | 40361 | 2015-08-11 | $15,000 | TO PROVIDE EQUIPMENT/UPGRADES TO ENHANCE SAFETY IN PERFORMING ARTS. | $14,581 | 5/5/16 | 2016-03-25 | $14,581 AMOUNT OF GRANT FUNDING WAS BE USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT BY 4/29/16. THE REMAINING BALANCE WILL BE SPENT DURING THE 2016-2017 SCHOOL YEAR. A GRANTOR BOARD MEMBER CONDUCTED A SITE VISIT ON 3/25/16. |
| BOURBON COUNTY SCHOOLS | ||||||||||
| 3343 LEXINGTON ROAD | PARIS | KY | 40361 | 2015-07-29 | $10,000 | TO PROVIDE A WEEKEND FOOD PROGRAM FOR CHILDREN IN NEED. | $10,000 | 5/3/16 & 5/26/16 | 2016-06-15 | THE ENTIRE $10,000 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT BY 5/26/16. THE GRANTOR BOARD MEMBER CONDUCTED A SITE VISIT ON 6/15/16. |
| TOWN OF SWANZEY | ||||||||||
| PO BOX 10009 | SWANZEY | NH | 03446 | 2015-07-29 | $10,000 | TO PROVIDE REPAIRS AND EXTERIOR LIGHTING AT WHITCOMB HALL COMMUNITY CENTER | $10,000 | 5/2/16 | 2016-04-28 | THE ENTIRE $10,000 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT BY 5/2/16. THE GRANTOR FAMILY REPRESENTATIVE CONDUCTED A SITE VISIT ON 4/28/16. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - STOCKS & MUTUAL FUNDS | StockNm |
| EOY Book Value | $9,915,899 | EOYBookValueAmt |
| EOYFMV | $9,915,899 | 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 | $3,816 | BookValueAmt |
| EOYFMV | $3,816 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $521,405 | Amt |
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 |
| ISF PROPERTY LICENSE | $500 | $0 | $500 |
| PORTFOLIO DEDUCTIONS | $102 | $102 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $36,431 | Amt |
| Net Investment Income | $29,145 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,286 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments