EAST HILL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EAST HILL FOUNDATION (EIN 16-1441497)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-03
- IRS object ID
- 201633089349100223
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- 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 | 161441497 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST HILL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | 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 | AMI GREATBATCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7162040204 | PhoneNum |
| Signature | 2016-10-31 | 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 | $21,413,723 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $128 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $128 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $426,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $426,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $692,816 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,713,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $692,816 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $104,853 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $104,853 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,224,632 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,224,133 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $236,552 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,637 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $196,915 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $127,027 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,419 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $108,608 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,238 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,143 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,095 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,400 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,400 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,792 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,448 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $166,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $161,299 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,306 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,315 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,314 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $22,201 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,502 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $102,682 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,671 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $77,012 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,980 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,980 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,873 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,468 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $812,883 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $275,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $464,433 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $509,492 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $509,492 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,322,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $275,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $973,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,743 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $948,985 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $195,604 | CashBOYAmt |
| Cash EOY | $44,625 | CashEOYAmt |
| Cash EOYFMV | $44,625 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $339,046 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $374,001 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $374,001 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,077 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,077 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,077 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,789,454 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,684,586 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,684,586 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,727,937 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,933,017 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,933,017 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,080,728 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,115,619 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,115,619 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $951,571 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $224,820 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $771,648 | LandBOYAmt |
| Land EOY | $726,751 | LandEOYAmt |
| Land EOYFMV | $726,751 | LandEOYFMVAmt |
| Other Assets BOY | $861,108 | OtherAssetsBOYAmt |
| Other Assets EOY | $533,047 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $533,047 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,767,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,413,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,413,723 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $196 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $196 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $196 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $196 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $22,767,406 | UnrestrictedBOYAmt |
| Unrestricted EOY | $21,413,527 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,767,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,413,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,767,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,413,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,767,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,743 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,669,663 | SubtotalAmt |
| Other Decreases | $1,256,136 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,413,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CASH IN LIEU OF FRACTIONAL SHARES | P | $1,136 | $1,136 | $1,136 | |
| MERRILL LYNCH - COMMON STOCK SALES | $3,972,960 | $471,739 | $471,739 | $3,501,221 | |
| MORGAN STANLEY - COMMON STOCK SALES - LT | $1,377,413 | $330,954 | $330,954 | $1,046,459 | |
| MORGAN STANLEY - COMMON STOCK SALES - ST | $1,917,056 | -$14,723 | -$14,723 | $1,931,779 | |
| UBS - COMMON STOCK SALES - ST | $1,191,720 | -$103,581 | -$103,581 | $1,295,301 | |
| UBS - COMMON STOCK SALES - LT | $225,570 | -$20,783 | -$20,783 | $246,353 | |
| CAPITAL GAIN DISTRIBUTION | P | $28,074 | $28,074 | $28,074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $692,816 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$89,094 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $905,224 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,272,255 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042554 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,238,136 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,454,912 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060530 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,346,770 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,581,758 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065435 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $897,929 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,071,341 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044737 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $890,739 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,681,155 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047681 | DistributionYr5Rt |
| Total Distribution | 0.260937 | TotalDistributionRt |
| Average Distribution | 0.052187 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,935,167 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,092,544 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,490 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,102,034 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $973,925 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,980 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,980 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,980 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,205 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $27,205 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,225 | OverpaymentAmt |
| Applied To ES Tax | $8,225 | 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.EASTHILLFDN.ORG | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 16.00 | $0 | $4,369 | $0 |
| JOHN SIEGEL | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIR/SECRETARY | 10.00 | $0 | $0 | $0 |
| AMI GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIR/VICE PRESIDENT | 15.00 | $0 | $7,404 | $0 |
| MARCINDA MARTIN | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIR/ASST. TREASURER | 8.00 | $16,500 | $0 | $1,160 |
| TOMMIE GREATBATCH | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR (UNTIL JUNE 2015) | 5.00 | $0 | $0 | $260 |
| 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. DIR/ASST. TREASURER | 40.00 | $99,612 | $7,404 | $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 | ADMIN. DIRECTOR | 40.00 | $99,843 | $0 | $0 |
| MICHAEL KELLY | ||||||||
| PO BOX 547 | NORTH TONAWANDA | NY | 14120 | DIRECTOR (AS OF JUNE 2015) | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION SUPPORTS A TRAINING PROGRAM WHICH INCLUDES A MULTI-YEAR CURRICULUM DESIGNED TO IMPROVE THE SUSTAINABILITY OF CHARITABLE ORGANIZATIONS IN WESTERN NEW YORK. DURING 2015 THREE ORGANIZATIONS PARTICIPATED IN THIS TRAINING CURRICULUM. EXPENSES INCLUDE $14,500 IN GRANTS TO THESE PARTICIPATING ORGANIZATIONS. | Description1Txt |
| Expenses1 | $137,372 | Expenses1Amt |
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 | $21,053,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $199,985 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,253,977 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,253,977 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $318,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,935,167 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,046,758 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,046,758 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,980 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,980 | TotalTaxAmt |
| Distributable Before Adj | $1,027,778 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,027,778 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,027,778 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $973,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $973,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $973,925 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,027,778 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $337,820 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $250,680 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $588,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $973,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $973,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $53,853 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $53,853 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $534,647 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $534,647 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $283,967 | ExcessFromYear3Amt |
| Excess From Year2 | $250,680 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHELE R 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 EAST HILL 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHARTER SCHOOL FOR APPLIED TECHNOLOGIES | |||||||
| 2303 KENMORE AVE | BUFFALO | NY | 14207 | NONE | PUBLIC CHARITY | NEWSLETTER AND HEALTH WORKSHOPS FOR LOW INCOME FAMILIES | $6,185 |
| CROSSROADS HOUSE | |||||||
| 11 LIBERTY STREET PO BOX 403 | BATAVIA | NY | 14021 | NONE | PUBLIC CHARITY | GENERATOR FOR END OF LIFE HOME | $7,000 |
| GRATWICK HOSE CO | |||||||
| 110 WARD RD | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | REPLACE ROOF | $5,000 |
| HISTORICAL SOCIETY - TOWN OF CLARENCE | |||||||
| 10465 MAIN STREET | CLARENCE | NY | 14031 | NONE | PUBLIC CHARITY | MAINTAIN INDUSTRIAL HERITAGE EXHIBIT YEAR 5 OF 5 | $1,000 |
| JOURNEY'S END REFUGEE SERVICES | |||||||
| 2495 MAIN ST SUITE 317 | BUFFALO | NY | 14214 | NONE | PUBLIC CHARITY | INFANT CLOTHES, SUPPLIES, WINTER JACKETS FOR REFUGEES | $11,100 |
| MEALS ON WHEELS FOUNDATION OF WNY INC | |||||||
| 100 JAMES E CASEY DR | BUFFALO | NY | 14206 | NONE | PUBLIC CHARITY | BENEVON SUSTAINABILITY TRAINING | $14,500 |
| NOR-TON RED JACKET CLUB INC | |||||||
| 1601 SWEENEY STREET | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | CONCRETE FLOOR FOR POLE BARN ACTIVITY AREA | $7,200 |
| NORTH TONAWANDA CATHOLIC CLUB INC | |||||||
| 755 ERIE AVE | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | REPAIR WALL FOR COMMUNITY BUILDING | $2,000 |
| NORTH TONAWANDA CITY SCHOOLS - MEADOW ELEMENTARY | |||||||
| 455 MEADOW DRIVE | NORTH TONAWANDA | NY | 14120 | NONE | SCHOOL DISTRICT | CURRICULUM ON HERITAGE AND HISTORY OF NORTH TONAWANDA | $2,000 |
| NORTH TONAWANDA FOOD PANTRY | |||||||
| 100 RIDGE RD | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | PERSONAL CARE ITEMS FOR CLIENTS IN NEED | $2,000 |
| NORTH TONAWANDA POLICE BENEVOLENT ASSOCIATION | |||||||
| 216 PAYNE AVE | NORTH TONAWANDA | NY | 14120 | NONE | SECTION 501(C)(4) | SUPPLIES, EQUIPMENT FOR BICYCLE RODEO | $3,000 |
| NORTH TONAWANDA POLICE DEPT | |||||||
| 216 PAYNE AVE | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | BARCODING EQUIPMENT FOR POLICE EVIDENCE | $4,000 |
| PLYMOUTH CROSSROADS-UNITED CHURCH HOMES | |||||||
| 5522 BROADWAY | LANCASTER | NY | 14086 | NONE | PUBLIC CHARITY | APPLIANCES AND RENOVATIONS TO YOUTH TRANSITIONAL HOME | $8,300 |
| TOWN OF CLARENCE | |||||||
| ONE TOWN PLACE | CLARENCE | NY | 14031 | NONE | POLITICAL SUBDIVISIO | MAINTENANCE OF HISTORICAL MUSEUM | $2,500 |
| TWIN CITIES COMMUNITY OUTREACH INC | |||||||
| 100 RIDGE RD | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | REPLACE DOUBLE FURNACES | $6,700 |
| YWCA TONAWANDAS & NIAGARA FRONTIER INC | |||||||
| 49 TREMONT ST | N TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | UPDATE FIRE SECURITY, EMERGENCY LIGHTING | $6,200 |
| EXPLORE & MORE CHILDREN'S MUSEUM | |||||||
| 300 GLEED AVENUE | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARITY | TOWARD NEW CHILDREN'S MUSEUM AT CANALSIDE, BUFFALO | $100,000 |
| AQUARIUM OF NIAGARA FOUNDATION | |||||||
| 1345 MILITARY ROAD | BUFFALO | NY | 14217 | NONE | PUBLIC CHARITY | TOWARD NEW PENGUIN EDUCATION - ANIMAL ENCOUNTER CLASSROOM | $30,000 |
| BUFFALO CITY MISSION | |||||||
| 100 E TUPPER ST | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | MATTRESSES, BEDS, LINENS FOR SHELTER | $15,000 |
| CHAUTAUQUA ADULT DAY CARE CENTERS INC | |||||||
| 663 LAKEVIEW AVE | JAMESTOWN | NY | 14701 | NONE | PUBLIC CHARITY | FURNITURE AND SUPPLIES FOR ADULT DAY CARE PROGRAM | $6,000 |
| CITY OF LOCKPORT HOUSING AUTHORITY | |||||||
| 301 MICHIGAN ST | LOCKPORT | NY | 14095 | NONE | PUBLIC CHARITY | FOOD BASKETS FOR NEEDY | $2,654 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE ST STE 525 | BUFFALO | NY | 14210 | NONE | PUBLIC CHARITY | SUPPORT THE SAY YES FUND | $15,000 |
| COMMUNITY MISSIONS OF NIAGARA FRONTIER | |||||||
| 1570 BUFFALO AVE | NIAGARA FALLS | NY | 14303 | NONE | PUBLIC CHARITY | HEATING AND COOLING UNITS FOR EMERGENCY SHELTER | $7,000 |
| FRIENDS OF KNOX FARM STATE PARK INC | |||||||
| 437 BUFFALO RD | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARITY | STRATEGIC PLANNING WORKSHOP | $3,000 |
| FRIENDS OF LITTLE PORTION FRIARY | |||||||
| 111 PORTER AVE APT 151 | BUFFALO | NY | 14201 | NONE | PUBLIC CHARITY | ROOF REPAIR FOR HOMELESS SHELTER | $20,000 |
| GENESEE VALLEY CENTRAL SCHOOL DISTRICT | |||||||
| 1 JAGUAR DRIVE | BELMONT | NY | 14813 | NONE | SCHOOL DISTRICT | BACKPACK FOOD PROGRAM FOR CHILDREN IN NEED | $18,987 |
| GRATWICK HOSE CO | |||||||
| 110 WARD RD | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | TOWARD RENOVATION FOR PUBLIC HALL | $2,000 |
| HERITAGE CENTERS FOUNDATION | |||||||
| 101 OAK STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | ADA COMPLIANT SMART BOARD FOR DISABLED | $5,000 |
| HOMESPACE CORPORATION | |||||||
| 1030 ELLICOTT ST | BUFFALO | NY | 14209 | NONE | PUBLIC CHARITY | KITCHEN APPLIANCE FOR YOUTH HOME | $12,500 |
| HOPE OF BUFFALO INC PEACEPRINTS OF WNY | |||||||
| 660 SMITH ST | BUFFALO | NY | 14210 | NONE | PUBLIC CHARITY | HYGIENE KITS FOR TRANSITIONAL RESIDENCE | $11,200 |
| IMAGINE COMMUNITY GARDENS INC | |||||||
| 7071 TRANSIT RD | EAST AMHERST | NY | 14051 | NONE | PUBLIC CHARITY | PROGRAM SERVICES FOR COMMUNITY GARDENS | $5,000 |
| NIAGARA FRONTIER RADIO READING SERVICE | |||||||
| 1199 HARLEM RD | CHEEKTOWAGA | NY | 14227 | NONE | PUBLIC CHARITY | EQUIPMENT FOR READING RADIO FOR SIGHT HANDICAPPED | $8,213 |
| NIAGARA GOSPEL RESCUE MISSION | |||||||
| 1023 FERRY AVE | NIAGARA FALLS | NY | 14301 | NONE | PUBLIC CHARITY | FURNISHINGS FOR NEW EMERGENCY SHELTER | $15,000 |
| NORTH TONAWANDA POLICE BENEVOLENT ASSOCIATION | |||||||
| 216 PAYNE AVE | NORTH TONAWANDA | NY | 14120 | NONE | SECTION 501(C)(4) | COATS, WINTER APPAREL FOR NEEDY CHILDREN | $12,000 |
| NORTH TONAWANDA HIGH SCHOOL | |||||||
| 405 MEADOW DR | NORTH TONAWANDA | NY | 14120 | NONE | SCHOOL DISTRICT | ACADEMY OF BUSINESS & FINANCE SCHOOL | $4,300 |
| NORTH TONAWANDA HIGH SCHOOL | |||||||
| 405 MEADOW DR | NORTH TONAWANDA | NY | 14120 | NONE | SCHOOL DISTRICT | EQUIPMENT FOR TECHNOLOGY DEPARTMENT | $5,000 |
| NORTH TONAWANDA HISTORY MUSEUM | |||||||
| 54 WEBSTER ST | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | IMPROVE FACADE OF MUSEUM BUILDING | $2,100 |
| NORTH TONAWANDA MEALS ON WHEELS INC | |||||||
| 100 RIDGE RD | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | APPLIANCE AND FIRE SUPPRESSANT SYSTEM | $3,500 |
| NORTH TONAWANDA YOUTH CENTER | |||||||
| 35 GRANT ST | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | VIDEO EQUIPMENT | $2,000 |
| OLEAN FOOD PANTRY | |||||||
| 8 LEO MOSS DR | OLEAN | NY | 14760 | NONE | PUBLIC CHARITY | FORK LIFT FOR FOOD PANTRY | $12,970 |
| ORLEANS COUNTY CORNELL COOPERATIVE EXT | |||||||
| 12690 STATE ROUTE 31 | ALBION | NY | 14411 | NONE | PUBLIC CHARITY | KITCHEN RENOVATION | $15,000 |
| RIVIERA THEATRE & ORGAN PRESERVATION SOC | |||||||
| 67 WEBSTER ST | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | REPAIR MASONRY ON NORTH THEATRE WALL | $5,000 |
| SENECA STREET COMMUNITY DEVELOPMENT | |||||||
| 1218 SENECA ST | BUFFALO | NY | 14210 | NONE | PUBLIC CHARITY | EQUIPMENT FOR AFTER SCHOOL PROGRAM | $3,475 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 1298 MAIN ST | BUFFALO | NY | 14209 | NONE | PUBLIC CHARITY | MATTRESS PROJECT FOR NEEDY | $30,000 |
| ST ADALBERT'S RESPONSE TO LOVE CENTER | |||||||
| 130 KOSCIUSZKO ST | BUFFALO | NY | 14212 | NONE | PUBLIC CHARITY | FOOD AND SUPPLIES FOR SHELTER | $8,000 |
| THE TEACHER'S DESK INC | |||||||
| 22 NORTHAMPTON ST | BUFFALO | NY | 14209 | NONE | PUBLIC CHARITY | EQUIPMENT FOR SCHOOL SUPPLY WAREHOUSE FOR NEEDY | $13,155 |
| VALLEY COMMUNITY ASSOCIATION | |||||||
| 93 LEDDY ST | BUFFALO | NY | 14210 | NONE | PUBLIC CHARITY | APPLIANCES FOR COMMUNITY KITCHEN | $15,653 |
| WELLSPRING MINISTRIES OF ALLEGANY COUNTY | |||||||
| 5993 COUNTY ROAD 16 | BELFAST | NY | 14711 | NONE | PUBLIC CHARITY | FOOD FOR HOT LUNCH PROGRAM | $10,000 |
| NORTH TONAWANDA FIRE DEPT | |||||||
| 495 ZIMMERMAN ST | NORTH TONAWANDA | NY | 14120 | NONE | PUBLIC CHARITY | RESCUE EXTRICATION TOOLS | $2,000 |
| SPCA SERVING ERIE COUNTY | |||||||
| 205 ENSMINGER RD | TONAWANDA | NY | 14150 | NONE | PUBLIC CHARITY | DONATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $509,492 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EXPLORE & MORE CHILDREN'S MUSEUM | |||||||
| 300 GLEED AVENUE | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARITY | PLANNING FOR NEW CHILDREN'S MUSEUM IN BUFFALO | $300,000 |
| MEALS ON WHEELS FOUNDATION OF WNY INC | |||||||
| 100 JAMES E CASEY DR | BUFFALO | NY | 14206 | NONE | PUBLIC CHARITY | PROVIDE SUPPORT FOR SUSTAINABLE FUNDING TRAINING INITIATIVE. | $24,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $324,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $426,335 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,853 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $692,816 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,224,132 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,224,132 | 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 & TAX PREPARATION | CategoryTxt |
| Amt | $17,240 | Amt |
| Net Investment Income | $13,792 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,448 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTH TONAWANDA POLICE BENEVOLENT ASSOCIATION | ||||||||||
| 216 PAYNE AVENUE | NORTH TONAWANDA | NY | 14120 | 2015-07-23 | $3,000 | TO PROVIDE SUPPLIES, EQUIPMENT FOR BICYCLE RODEO. | $3,000 | 7/24/2016 | 2016-06-14 | THE ENTIRE $3,000 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT BY 6/20/16. THE GRANTOR'S VERIFICATION WAS PERFORMED AT EVENT OF 6/14/16. GRANTOR STAFF MEMBER ATTENDED EVENT. |
| NORTH TONAWANDA CITY SCHOOL DISTRICT - MEADOW ELEMENTARY SCHOOL | ||||||||||
| 455 MEADOW DRIVE | NORTH TONAWANDA | NY | 14120 | 2015-07-23 | $2,000 | TO ENHANCE CURRICULUM ON THE HERITAGE AND HISTORY OF THE CITY OF NORTH TONAWANDA. | $1,940 | 6/25/16 & 8/4/2016 | 2016-05-05 | NOTE: $1,940 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT. THE REMAINING FUNDS WILL BE SPENT DURING THE 2016-2017 SCHOOL YEAR. GRANTOR STAFF MEMBER PERFORMED A SITE VISIT ON 5/5/16. |
| NORTH TONAWANDA POLICE DEPARTMENT | ||||||||||
| 216 PAYNE AVENUE | NORTH TONAWANDA | NY | 14120 | 2015-07-23 | $4,000 | TO PROVIDE BARCODING EQUIPMENT FOR POLICE EVIDENCE. | $3,834 | 4/14/2016 | 2016-04-26 | NOTE: $3,834 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT. THE REMAINING BALANCE WILL BE SPENT ON SUPPLIES FOR THE EQUIPMENT. GRANTOR STAFF MEMBERS CONDUCTED A SITE VISIT ON 4/26/16. |
| TOWN OF CLARENCE | ||||||||||
| ONE TOWN PLACE | CLARENCE | NY | 14031 | 2015-11-17 | $2,500 | MAINTENANCE OF HISTORICAL MUSEUM. (YEAR 5 OF 5 YEAR PLEDGE.) | $2,500 | 1/26/2016 | 2016-05-03 | THE ENTIRE $2,500 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT BY 1/26/16. A SITE VISIT WAS CONDUCTED BY THE GRANTOR BOARD AND STAFF ON 10/8/15. A SITE VISIT WAS CONDUCTED BY THE GRANTOR STAFF ON 5/3/16 AND 7/28/16. |
| HISTORICAL SOCIETY - TOWN OF CLARENCE | ||||||||||
| ONE TOWN PLACE | CLARENCE | NY | 14031 | 2015-11-17 | $1,000 | MAINTAIN INDUSTRIAL HERITAGE EXHIBIT (YEAR 5 OF 5) | $1,000 | 8/5/2016 | 2016-07-28 | THE ENTIRE $1,000 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT BY 7/28/16. A SITE VISIT WAS CONDUCTED BY THE GRANTOR BOARD AND STAFF ON 10/8/15. A SITE VISIT WAS CONDUCTED BY GRANTOR STAFF ON 7/28/16. |
| GENESEE VALLEY CENTRAL SCHOOL DISTRICT | ||||||||||
| 1 JAGUAR DRIVE | BELMONT | NY | 14813 | 2015-11-17 | $18,987 | BACKPACK FOOD PROGRAM FOR CHILDREN IN NEED | $1,889 | 8/2/2016 | 2016-08-02 | NOTE: $1,888 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT. A SITE VISIT WAS CONDUCTED BY THE GRANTOR BOARD MEMBER ON 11/5/15. THE REMAINING GRANT FUNDS WILL BE SPENT BY JUNE 2018. |
| CHARTER SCHOOL FOR APPLIED TECHNOLOGIES | ||||||||||
| 2303 KENMORE AVE | BUFFALO | NY | 14207 | 2015-10-28 | $6,185 | TO PROVIDE NEWSLETTER AND HEALTH WORKSHOPS FOR LOW INCOME FAMILIES. | $5,738 | 7/27/2016 | 2016-07-27 | NOTE: $5,737 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT. THE REMAINING BALANCE WILL BE USED DURING THE 2016-2017 SCHOOL YEAR. A SITE VISIT WAS CONDUCTED BY THE GRANTOR BOARD MEMBER ON 9/3/15. ANOTHER SITE VISIT WILL BE SCHEDULED IN THE FALL OF 2016. |
| CITY OF LOCKPORT HOUSING AUTHORITY | ||||||||||
| 301 MICHIGAN ST | LOCKPORT | NY | 14095 | 2015-10-28 | $2,654 | TO PROVIDE FOOD BASKETS FOR NEEDY. | $1,591 | 5/13/16 & 8/4/16 | 2016-08-04 | NOTE: $1,063 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT. THE BALANCE REMAINING WILL BE USED IN 2016 AND 2017. A SITE VISIT WAS CONDUCTED BY A BOARD MEMBER ON 9/24/15. A SITE VISIT WAS CONDUCTED BY GRANTOR STAFF ON 8/4/16. |
| NORTH TONAWANDA BENEVOLENT ASSOCIATION | ||||||||||
| 216 PAYNE AVENUE | NORTH TONAWANDA | NY | 14120 | 2015-10-28 | $12,000 | TO PROVIDE COATS, WINTER APPAREL FOR NEEDY CHILDREN. | $12,000 | 2/25/2016 | 2015-12-09 | THE ENTIRE $12,000 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT BY 12/9/15. A SITE VISIT WAS CONDUCTED BY THE GRANTOR BOARD MEMBERS AND STAFF MEMBERS ON 12/9/15. |
| NORTH TONAWANDA HIGH SCHOOL | ||||||||||
| 405 MEADOW DRIVE | NORTH TONAWANDA | NY | 14120 | 2015-07-23 | $4,300 | ACADEMY OF BUSINESS & FINANCE SCHOOL | $2,500 | 2/24/16, 7/27/16 & 8/4/16 | 2016-04-28 | NOTE: $3,544 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT. THE REMAINING BALANCE WILL BE USED IN THE 2016-2017 SCHOOL YEAR. A SITE VISIT WAS CONDUCTED BY THE GRANTOR STAFF ON 4/28/16. |
| NORTH TONAWANDA HIGH SCHOOL | ||||||||||
| 405 MEADOW DRIVE | NORTH TONAWANDA | NY | 14120 | 2015-07-23 | $5,000 | TO PROVIDE EQUIPMENT FOR THE TECHNOLOGY DEPARTMENT. | $4,943 | 2/29/2016 & 7/27/16 | 2016-04-28 | NOTE: $4,943 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT BY 2/29/16. THE REMAINING BALANCE OF $57 WILL BE SPENT IN THE FALL OF 2016 WHEN SCHOOL RESUMES. A SITE VISIT WAS CONDUCTED BY GRANTOR STAFF MEMBERS ON 4/28/16. |
| NORTH TONAWANDA YOUTH CENTER | ||||||||||
| 35 GRANT STREET | NORTH TONAWANDA | NY | 14120 | 2015-07-23 | $2,000 | TO PROVIDE VIDEO EQUIPMENT. | $2,000 | 8/12/2015 | 2016-03-23 | THE ENTIRE $2,000 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT BY GRANTOR STAFF ON 8/12/15. A SITE VISIT WAS CONDUCTED BY GRANTOR STAFF ON 3/23/16. |
| NORTH TONAWANDA FIRE DEPARTMENT | ||||||||||
| 495 ZIMMERMAN | NORTH TONAWANDA | NY | 14120 | 2015-07-23 | $2,000 | TO PROVIDE RESCUE EXTRICATION TOOLS. | $2,000 | 4/17/2016 | 2016-06-02 | THE ENTIRE $2,000 AMOUNT OF GRANT FUNDING WAS USED FOR THE PURPOSE STATED IN THE GRANT CONTRACT BY 4/17/16. A SITE VISIT WAS CONDUCTED BY GRANTOR STAFF ON 6/2/16. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH | BondNm |
| EOY Book Value | $1,115,619 | EOYBookValueAmt |
| EOYFMV | $1,115,619 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH, MORGAN STANLEY & UBS | StockNm |
| EOY Book Value | $16,933,017 | EOYBookValueAmt |
| EOYFMV | $16,933,017 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,684,586 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,684,586 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,400 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,400 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MS AIP GSOF | $147,628 | $111,132 | $111,132 |
| MS CAPITAL PARTNERS V - CAYMAN (T/E FEEDER) LP | $364,364 | $205,978 | $205,978 |
| MS REAL ESTATE FUND VII OFFSHORE INVESTORS | $314,865 | $193,836 | $193,836 |
| UTILITY SECURITY DEPOSIT | $1,850 | $1,850 | $1,850 |
| ORGANIZATIONAL & START UP COSTS (NET) | $32,401 | $20,251 | $20,251 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN / LOSS ON INVESTMENTS | Desc |
| Amt | $1,256,136 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONFERENCES & MEETINGS | $266 | $27 | $0 | $239 |
| FILING FEES | $750 | $0 | $0 | $750 |
| LEASED EQUIPMENT | $3,093 | $309 | $0 | $2,783 |
| MEMBERSHIPS | $3,815 | $0 | $0 | $3,815 |
| MISCELLANEOUS | $499 | $0 | $0 | $499 |
| PORTFOLIO DEDUCTION - MS CAPITAL PARTNERS | $1,977 | $1,977 | $0 | $0 |
| PORTFOLIO DEDUCTION - MS REAL ESTATE | $78 | $78 | $0 | $0 |
| POSTAGE & MAILING | $1,559 | $156 | $0 | $1,404 |
| SUPPLIES & OFFICE EXPENSE | $1,304 | $326 | $0 | $978 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INV INCOME - AIP GSOF | $2,348 | $2,348 | $0 |
| INV INCOME - MS CAPITAL PTR | $75,236 | $75,236 | $0 |
| INV INCOME - REAL ESTATE | $24,585 | $24,585 | $0 |
| INVESTMENT INCOME | $2,475 | $2,475 | $0 |
| OTHER INCOME | $209 | $209 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT & BANK FEES | $157,381 | $157,381 | $0 | $0 |
| COMPUTER CONSULTING | $7,157 | $3,578 | $0 | $3,578 |
| PAYROLL PROCESSING FEES | $2,068 | $340 | $0 | $1,728 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $55,800 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $2,929 | $2,929 | $0 | $0 |
| PAYROLL TAXES | $26,586 | $4,385 | $0 | $22,201 |
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