THE WESTERN NEW YORK FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE WESTERN NEW YORK FOUNDATION (EIN 16-0845962)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2016-07-05
- IRS object ID
- 201641879349100214
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-05T12:32:15-05:00 | ReturnTs |
| Tax Period End | 2016-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 160765486 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMSDEN & MCCORMICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160845962 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTERN NEW YORK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 7168394225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SUMMER STREET 3RD FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THEODORE V BUERGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7168394225 | PhoneNum |
| Signature | 2016-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA M GONSER | PreparerPersonNm |
| PTIN | P01448922 | PTIN |
| Phone | 7168563300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,608,317 | 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 | $34,036 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $292,784 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $292,784 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,572,178 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,618 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,863 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $420,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $371,402 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $114,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,385 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,569 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,816 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,239 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,114 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,125 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,172 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,638 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,638 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,072 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $433 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,639 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $183 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $183 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,463 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,463 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $236,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,391 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $185,439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $648,663 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $648,663 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $884,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,391 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $834,102 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$464,614 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $325,011 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,362 | CashBOYAmt |
| Cash EOY | $25,248 | CashEOYAmt |
| Cash EOYFMV | $25,248 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $134,211 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,465 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,465 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,707,795 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,424,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,424,518 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,694 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,773 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,093 | LandBOYAmt |
| Land EOY | $921 | LandEOYAmt |
| Land EOYFMV | $921 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,165 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,165 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,898,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,608,317 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,608,317 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $12,380 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,380 | 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 | $15,886,081 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,608,317 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,886,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,608,317 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,898,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,608,317 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,886,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$464,614 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,421,467 | SubtotalAmt |
| Other Decreases | $813,150 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,608,317 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LITIGATION SETTLEMENTS | P | $181 | $181 | $181 | |
| TRUBEE, COLLINS & CO., PUBLICLY TRADED SECURITIES | P | $2,571,997 | $78,437 | $78,437 | $2,493,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,618 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $745,220 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,522,002 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048011 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $682,822 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,249,081 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047920 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $579,603 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,016,615 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048233 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $610,053 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,636,868 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052424 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $564,692 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,122,881 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050769 | DistributionYr5Rt |
| Total Distribution | 0.247357 | TotalDistributionRt |
| Average Distribution | 0.049471 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,812,725 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $732,800 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,250 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $736,050 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $834,102 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,250 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,250 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,415 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,415 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,165 | OverpaymentAmt |
| Applied To ES Tax | $1,165 | 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 | WWW.WNYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BETH K GOSCH | IndividualWithBooksNm |
| Phone | 7168394225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SUMMER STREET 3RD FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14209 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER S JOHNSON | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| RICHARD E MOOT | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | TRUSTEE | 10.00 | $20,000 | $0 | $0 |
| JOHN N WALSH III | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAULETTE M CROOKE | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANDREW W DORN | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES AW MCLEOD | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| THEODORE V BUERGER | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | TREASURER | 1.00 | $0 | $0 | $0 |
| ANTHONY S JOHNSON | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | SECRETARY | 1.00 | $0 | $0 | $0 |
| AMEY D MOOT | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETH K GOSCH | ||||||||
| 11 SUMMER STREET 3RD FLOOR | BUFFALO | NY | 14209 | EXECUTIVE DIRECTOR | 40.00 | $110,000 | $21,000 | $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 | $14,825,190 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,110 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,038,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,038,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $225,575 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,812,725 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $740,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $740,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,250 | TotalTaxAmt |
| Distributable Before Adj | $737,386 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $14,863 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $752,249 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $752,249 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $834,102 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $834,102 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,250 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $830,852 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $752,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,111 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,470 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $4,440 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,021 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $834,102 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $752,249 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81,853 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $126,874 | 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 | $5,111 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $121,763 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,470 | ExcessFromYear4Amt |
| Excess From Year1 | $4,440 | ExcessFromYear1Amt |
| Excess From Current Year | $81,853 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BETH K GOSCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SUMMER STREET 3RD FLOOR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168394225 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOUNDATION'S WEBSITE - ELECTRONIC SUBMISSION REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30TH AND NOVEMBER 30TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOUNDATION'S WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NIAGARA COUNTY HISTORICAL SOCIETY | ||||||
| 215 NIAGARA STREET | LOCKPORT | NY | 14094 | PC | PRESIDENT'S DISCRETIONARY GRANT_COMPUTERS AND SOFTWARE | $2,000 |
| BUFFALO URBAN LEAGUE | ||||||
| 15 E GENESEE STREET | BUFFALO | NY | 14203 | PC | PRESIDENT'S DISCRETIONARY GRANT-GALA | $1,700 |
| LOCAL INITIATIVES SUPPORT CORP | ||||||
| 70 WEST CHIPPEWA STREET | BUFFALO | NY | 14202 | PC | PRESIDENT'S DISCRETIONARY GRANT- DONOR EVENT VIDEO SPONSOR | $500 |
| CLEAN AIR COALITION | ||||||
| 341 DELAWARE AVENUE | BUFFALO | NY | 14202 | PC | STAFF DEVELOPMENT | $2,500 |
| CROSSROADS HOUSE | ||||||
| PO BOX 403 | BATAVIA | NY | 14201 | PC | PRESIDENT'S DISCRETIONARY GRANT: PHONES | $1,000 |
| SPRINGVILLE CENTER FOR THE ARTS INC | ||||||
| PO BOX 62 | SPRINGVILLE | NY | 14141 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| AFRICAN AMERICAN CULTURAL CENTER | ||||||
| 350 MASTEN AVENUE | BUFFALO | NY | 14209 | PC | PRESIDENTS DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| NEW DIRECTIONS YOUTH AND FAMILY SERVICES | ||||||
| 4511 HARLEM ROAD | AMHERST | NY | 14226 | PC | PRESIDENTS DISCRETIONARY GRANT: RURAL OPERATIONS | $1,000 |
| COLORED MUSICIANS CLUB OF BUFFALO | ||||||
| 145 BROADWAY AVENUE | BUFFALO | NY | 14203 | PC | PRESIDENTS DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| PUSH | ||||||
| 271 GRANT STREET | BUFFALO | NY | 14213 | PC | PRESIDENTS DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| ARTPARK & COMPANY | ||||||
| 450 SOUTH 4TH STREET | LEWISTON | NY | 140921528 | PC | PRESIDENTS DISCRETIONARY GRANT: OPERATIONS | $300 |
| HEART OF THE CITY NEIGHBORHOODS INC | ||||||
| 42 PLYMOUTH AVENUE | BUFFALO | NY | 14201 | PC | PRESIDENT'S DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| HISPANIC HERITAGE COUNCIL OF WNY | ||||||
| PO BOX 361 | BUFFALO | NY | 14201 | PC | PRESIDENT'S DISCRETIONARY GRANT: OPERATIONS | $1,000 |
| BUFFALO STATE COLLEGE FOUNDATION INC | ||||||
| 1300 ELMWOOD AVENUE | BUFFALO | NY | 14222 | PC | TRUSTEE'S DISCRETIONARY GRANT-BOY'S BASKETBALL SUMMER PROGRAM | $1,500 |
| NONE LIKE YOU EDUCATIONAL & COMMUNITY OUT | ||||||
| PO BOX 813 | BUFFALO | NY | 14205 | PC | TRUSTEE'S DISCRETIONARY GRANT: 26TH ANNIVERSARY PROGRAM SUPPORT | $125 |
| GENESEE COUNTY CASA FOR CHILDREN | ||||||
| 1 WEST MAIN STREET | BATAVIA | NY | 14020 | PC | FOSTER CHILD'S ART DISPLAY | $500 |
| WESTERN NEW YORK BOOK ARTS CENTER | ||||||
| 468 WASHINGTON STREET | BUFFALO | NY | 14203 | PC | TRUSTEE'S DISCRETIONARY GRANT | $5,000 |
| SUSAN G KOMEN WESTERN NEW YORK | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | TRUSTEE DISCRETIONARY_IWAVE SOFTWARE UPGRADE | $2,400 |
| VOLUNTEER LAWYERS PROJECT INC | ||||||
| 237 MAIN STREET | BUFFALO | NY | 14203 | PC | TRUSTEE'S DISCRETIONARY GRANT: OPERATIONS | $2,500 |
| PLANNED PARENTHOOD OF CENTRAL & WNY | ||||||
| 2697 MAIN STREET | BUFFALO | NY | 14214 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $2,500 |
| BUFFALO PREP | ||||||
| 18 ACHESON ANNEX | BUFFALO | NY | 14214 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $500 |
| HAUPTMAN- WOODWARD MEDICAL RESEARCH INSTI | ||||||
| 700 ELLICOTT STREET | BUFFALO | NY | 14203 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $500 |
| ARTPARK & COMPANY | ||||||
| 450 SOUTH 4TH STREET | LEWISTON | NY | 140921528 | PC | TRUSTEES DISCRETIONARY GRANT: OPERATIONS | $500 |
| BURCHFIELD-PENNEY ART CENTER | ||||||
| 1300 ELMWOOD AVENUE | BUFFALO | NY | 14222 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $500 |
| CENTER FOR HANDICAPPED CHILDREN INC | ||||||
| 1085 EGGERT ROAD | AMHERST | NY | 14226 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $500 |
| INTERNATIONAL INSTITUTE OF BUFFALO | ||||||
| 864 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $500 |
| BUFFALO URBAN LEAGUE | ||||||
| 15 E GENESEE STREET | BUFFALO | NY | 14203 | PC | TRUSTEE DISCRETIONARY GRANT: OPERATIONS | $2,000 |
| S S COLUMBIA | ||||||
| 232 EAST 11 STREET | NEW YORK | NY | 10003 | PC | TRUSTEE DISCRETIONARY GRANT: WNY COLLABORATIVE PROJECTS | $5,000 |
| YWCA OF JAMESTOWN | ||||||
| 401 N MAIN STREET | JAMESTOWN | NY | 14701 | PC | TRUSTEE DISCRETIONARY GRANT: COMPUTER SYSTEM | $975 |
| LOCUST STREET NEIGHBORHOOD ART CLASSES | ||||||
| 138 LOCUST STREET | BUFFALO | NY | 142041246 | PC | SUCCESSION AND SUSTAINABILITY IMPLEMENTATION | $10,000 |
| LEGAL SERVICES FOR THE ELDERLY | ||||||
| 237 MAIN STREET SUITE 1015 | BUFFALO | NY | 14203 | PC | TECHNOLOGY UPGRADE | $17,000 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | ||||||
| 726 EXCHANGE STREET | BUFFALO | NY | 14210 | PC | SAY YES BUFFALO SCHOLARSHIP (PAYMENT 4 OF 6) | $20,000 |
| BUFFALO SOCIETY OF NATURAL SCIENCES | ||||||
| 1020 HUMBOLDT PARKWAY | BUFFALO | NY | 14224 | PC | OBSERVATORY RESTORATION | $20,000 |
| CLADDAGH | ||||||
| 7030 ERIE ROAD | DERBY | NY | 140470266 | PC | PRECISION CARE PROJECT COORDINATION | $30,000 |
| BERTRAND CHAFFEE HOSPITAL | ||||||
| 224 EAST MAIN STREET | SPRINGVILLE | NY | 14141 | PC | ELEVATOR REPLACEMENT | $30,000 |
| READ TO SUCCEED | ||||||
| 712 MAIN STREET | BUFFALO | NY | 14202 | PC | CARE PROGRAM EVALUATION | $25,000 |
| CHILD CARE RESOURCE NETWORK | ||||||
| 1000 HERTEL AVENUE | BUFFALO | NY | 14216 | PC | CIVICRM SOFTWARE | $18,500 |
| YWCA OF JAMESTOWN | ||||||
| 401 N MAIN STREET | JAMESTOWN | NY | 14701 | PC | TECHNOLOGY UPGRADES | $22,110 |
| COMPASS HOUSE | ||||||
| 1451 MAIN STREET | BUFFALO | NY | 14209 | PC | PHONE SYSTEM OVERHAUL | $24,338 |
| THEATRE OF YOUTH | ||||||
| 203 ALLEN STREET | BUFFALO | NY | 14201 | PC | MARKETING & COMMUNICATIONS DEVELOPMENT | $15,000 |
| HALLWALLS INC | ||||||
| 341 DELAWARE AVENUE | BUFFALO | NY | 14202 | PC | EQUIPMENT & SOFTWARE | $10,000 |
| THE PARK SCHOOL OF BUFFALO | ||||||
| 4625 HARLEM ROAD | SNYDER | NY | 14226 | PC | RAISERS EDGE NXT | $12,150 |
| MARTIN HOUSE RESTORATION CORP | ||||||
| 143 JEWETT PARKWAY | BUFFALO | NY | 14214 | PC | ARCHITECTURAL DESIGN SERVICES: LANDSCAPE RESTORATION | $20,000 |
| PATTERSON LIBRARY | ||||||
| 40 SOUTH PORTAGE STREET | WESTFIELD | NY | 14787 | PC | MULTI-YEAR BOOK PURCHASE GRANT (15TH) | $5,000 |
| NY FUNDERS ALLIANCE | ||||||
| 431 E FAYETTE STREET | SYRACUSE | NY | 13202 | PC | 2016 SUPPORT | $2,000 |
| PARTNERSHIP FOR THE PUBLIC GOOD | ||||||
| 237 MAIN STREET SUITE 1200 | BUFFALO | NY | 14203 | PC | INTRODUCTORY VIDEO AND WEBSITE UPGRADE | $25,000 |
| WIDE AWAKE CLUB LIBRARY | ||||||
| 46 W MAIN STREET | FILLMORE | NY | 14735 | PC | TECHNOLOGY AND EQUIPMENT EXPANSION | $5,000 |
| TORN SPACE THEATER | ||||||
| 612 FILLMORE AVE | BUFFALO | NY | 14212 | PC | FLEXIBLE RISERS AND CHAIRS | $22,900 |
| PRESERVATION BUFFALO NIAGARA | ||||||
| 617 MAIN STREET | BUFFALO | NY | 14203 | PC | DIRECTOR OF PRESERVATION SERVICES | $22,250 |
| FIELD & FORK NETWORK | ||||||
| PO BOX 1772 | WILLIAMSVILLE | NY | 14231 | PC | PROFESSIONALIZATION OF FIELD & FORK NETWORK | $10,000 |
| LEHRERDANCE | ||||||
| 789 AMHERST STREET | BUFFALO | NY | 14216 | PC | 2016-30 DIRECTOR OF STRATEGIC ADVANCEMENT | $15,000 |
| CHILD ADVOCACY PROGRAM | ||||||
| 405 WEST THIRD STREET | JAMESTOWN | NY | 14701 | PC | PHYSICAL SPACE EXPANSION PROJECT | $30,000 |
| EXPLORE & MORE CHILDREN'S MUSEUM | ||||||
| 300 GLEED AVENUE | EAST AURORA | NY | 14052 | PC | 2016-33 HUMAN RESOURCES CAPACITY-CONSULTANT | $20,000 |
| YOUNG AUDIENCES OF WNY | ||||||
| 1 LAFAYETTE SQUARE | BUFFALO | NY | 14203 | PC | TECHNOLOGY IMPROVEMENTS | $23,000 |
| UNIVERSITY DISTRICT CDA | ||||||
| COMMUNITY DEVELOPMENT ASSOCIATION | BUFFALO | NY | 14214 | PC | GROWING TOWARDS LONG-TERM SUSTAINABILITY | $15,000 |
| EVERY PERSON INFLUENCES CHILDREN (EPIC) | ||||||
| 1000 MAIN STREET | BUFFALO | NY | 14202 | PC | TECHNOLOGY AND SOFTWARE UPGRADES | $25,281 |
| GIRLS SCOUTS OF WESTERN NEW YORK | ||||||
| 3332 WALDEN AVENUE SUITE 106 | DEPEW | NY | 14043 | PC | ENVIRONMENTAL SCIENCE CENTER EQUIPMENT | $7,500 |
| AQUARIUM OF NIAGARA | ||||||
| 701 WHIRLPOOL ST | NIAGARA FALLS | NY | 14301 | PC | HUMBOLDT PENGUIN EXHIBIT AND ENCOUNTER CLASSROOM | $50,000 |
| SHAKESPEARE IN THE DELAWARE PARK | ||||||
| PO BOX 716 | BUFFALO | NY | 14205 | PC | NEW PLATFORM AND STAGE SETS | $20,000 |
| LEGAL AID BUREAU OF BUFFALO | ||||||
| 237 MAIN STREET - SUITE 1602 | BUFFALO | NY | 14203 | PC | COORDINATED REFUGEE/ASYLEE LEGAL SERVICES PROJECT (CRLS)_FINAL PAYMENT | $15,000 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | ||||||
| 712 MAIN STREET | BUFFALO | NY | 14202 | PC | FUND FOR THE ARTS | $5,000 |
| JOURNEY'S END REFUGEE SERVICES | ||||||
| 2495 MAIN STREET | BUFFALO | NY | 14214 | PC | TECHNOLOGY UPGRADES | $16,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $648,663 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASHFORD HOLLOW FOUNDATION | ||||||
| 28 ESSEX STREET | BUFFALO | NY | 14213 | PC | ICE HOUSE RENOVATION | $30,000 |
| GOBIKE BUFFALO | ||||||
| 640 ELLICOTT STREET | BUFFALO | NY | 14203 | PC | DEVELOPMENT & COMMUNICATION PLAN | $18,600 |
| LEHRERDANCE | ||||||
| 789 AMHERST STREET | BUFFALO | NY | 14216 | PC | 2016-30 DIRECTOR OF STRATEGIC ADVANCEMENT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $63,600 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $292,784 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,618 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT FUNDS | Desc |
| Related Or Exempt Function Incm | $14,863 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $371,402 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,863 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $386,265 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | RETURNED GRANT FUNDS | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANNE MOOT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 168 LEICESTER ROAD | AddressLine1Txt |
| City | KENMORE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,143 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 417 SHARES ASTRONICS CORP | NoncashPropertyDesc |
| Fair Market Value | $30,143 | FairMarketValueAmt |
| Received | 2015-06-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $775 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,325 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LATERAL FILING CABINET | 2005-10-26 | $300 | $300 | SL | 5.000000000000 | $0 | $0 |
| REFINISH TABLE & 2 CHAIRS | 2005-10-26 | $482 | $482 | SL | 5.000000000000 | $0 | $0 |
| DESK & CHAIR | 2005-11-08 | $1,897 | $1,897 | SL | 5.000000000000 | $0 | $0 |
| ARM CHAIR | 2005-11-22 | $152 | $152 | SL | 5.000000000000 | $0 | $0 |
| MONITOR | 2011-03-25 | $135 | $108 | SL | 5.000000000000 | $27 | $0 |
| DESKTOP | 2011-03-25 | $633 | $508 | SL | 5.000000000000 | $125 | $0 |
| IPAD | 2011-03-31 | $796 | $636 | SL | 5.000000000000 | $160 | $0 |
| IPAD | 2011-06-13 | $684 | $525 | SL | 5.000000000000 | $137 | $0 |
| IPADS | 2012-03-12 | $2,495 | $1,545 | SL | 5.000000000000 | $499 | $0 |
| PROJECTOR | 2014-03-26 | $598 | $240 | SL | 5.000000000000 | $120 | $0 |
| LAPTOP | 2014-03-26 | $522 | $208 | SL | 5.000000000000 | $104 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 41250 SHS - FRAGRANCENET.COM | $97,350 | $97,350 |
| 3688 SHS - ISHARES BARCLAYS TIPSET BOND FUND | $422,792 | $422,792 |
| 7285 SHS - ISHARES CORE S&P MIDC | $1,050,424 | $1,050,424 |
| 6945 SHS - ISHARES CORE S&P SMALLCAP | $781,799 | $781,799 |
| 22287 SHS - ISHARES MSCI EAFE IND | $1,184,331 | $1,184,331 |
| 6536 SHS - ISHARES RUSSELL MIDCA INDEX FUND | $1,064,845 | $1,064,845 |
| 9621 SHS - ISHARES TR-DOW JONES US REAL ESTATE INDEX FUND | $749,091 | $749,091 |
| 8934 SHS - VANGUARD SMALL CAP | $996,052 | $996,052 |
| 69883 SHS - VANGUARD TOTAL STOCK MARKET | $7,325,136 | $7,325,136 |
| 18085 SHS - ISHARES CORE MSCI ET EMERGING MARKETS ETF IEMG | $752,698 | $752,698 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LATERAL FILING CABINET | $300 | $300 | $0 | $0 |
| REFINISH TABLE & 2 CHAIRS | $482 | $482 | $0 | $0 |
| DESK & CHAIR | $1,897 | $1,897 | $0 | $0 |
| ARM CHAIR | $152 | $152 | $0 | $0 |
| MONITOR | $135 | $135 | $0 | $0 |
| DESKTOP | $633 | $633 | $0 | $0 |
| IPAD | $796 | $796 | $0 | $0 |
| IPAD | $684 | $662 | $22 | $22 |
| IPADS | $2,495 | $2,044 | $451 | $451 |
| PROJECTOR | $598 | $360 | $238 | $238 |
| LAPTOP | $522 | $312 | $210 | $210 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| EOY Book Value | $1,165 | EOYBookValueAmt |
| EOYFMV | $1,165 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $813,150 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $127 | $0 | $127 |
| COMPUTER EXPENSES | $307 | $0 | $307 |
| POSTAGE | $225 | $0 | $225 |
| TELEPHONE | $1,827 | $0 | $1,827 |
| MISCELLANEOUS | $1,751 | $0 | $1,751 |
| WEBSITE | $924 | $0 | $924 |
| PAYROLL & BANK SERVICE CHARGES | $603 | $0 | $603 |
| DUES & SUBSCRIPTIONS | $760 | $0 | $760 |
| INSURANCE | $1,939 | $0 | $1,939 |
| GRANTS MANAGEMENT | $6,500 | $0 | $6,500 |
| FORM 5500 FEES | $1,500 | $0 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT FUNDS | Desc |
| Revenue And Expenses Per Books | $14,863 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $14,863 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX ACCRUAL | Desc |
| BOY Book Value | $12,380 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $26,739 | $26,739 | $0 |
| RETIREMENT SERVICES | $5,500 | $1,375 | $4,125 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $3,250 | $0 | $0 |
| NYS FILING FEE | $750 | $0 | $750 |
Comments