BETA

WEST FERRY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WEST FERRY FOUNDATION (EIN 13-3715532)
Tax period
2013-12-01 to 2014-11-30
Filed
2015-04-15
IRS object ID
201501059349101205
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-15T12:38:34-05:00ReturnTs
Tax Period End2014-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DORIAN A VERGOS & COMPANY LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1352 7TH AVE - SUITE 1501AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10001ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133715532EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEST FERRY FOUNDATIONBusinessNameLine1
Business Name Line2C/O ROBERT G WILMERSBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of% ROBERT G WILMERSInCareOfNm
Business Name ControlWESTBusinessNameControlTxt
Phone2123502498PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 PARK AVENUE 6TH FLOORAddressLine1
Address Line2SuiteAddressLine2
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT G WILMERSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2123502498PhoneNum
Signature2015-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDORIAN A VERGOSPreparerPersonNm
PTINP00085651PTIN
Phone2123502498PhoneNum
Preparation2015-04-15PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,931,411FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$397,110DividendsRevAndExpnssAmt
Dividends Net Invst Incm$397,110DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$897,131TotalRevAndExpnssAmt
Total Net Invst Incm$397,131TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$6,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,400AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$7,900TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,071OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$15,771TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,400TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,087,365ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,087,365ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,103,136TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,400TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,090,765TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$206,005ExcessRevenueOverExpensesAmt
Net Investment Income$393,731NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$264,629CashBOYAmt
Cash EOY$58,624CashEOYAmt
Cash EOYFMV$58,624CashEOYFMVAmt
Corporate Stock BOY$3,947,475CorporateStockBOYAmt
Corporate Stock EOY$3,947,475CorporateStockEOYAmt
Corporate Stock EOYFMV$17,872,787CorporateStockEOYFMVAmt
Total Assets BOY$4,212,104TotalAssetsBOYAmt
Total Assets EOY$4,006,099TotalAssetsEOYAmt
Total Assets EOYFMV$17,931,411TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,212,104RetainedEarningBOYAmt
Retained Earning EOY$4,006,099RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,212,104TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,006,099TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,212,104TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,006,099TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,212,104TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$206,005ExcessRevenueOverExpensesAmt
Subtotal$4,006,099SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,006,099TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$617,104AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,454,082NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039931DistributionYr1Rt
Adjusted Qlfy Distri Yr2$625,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,882,416NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04857DistributionYr2Rt
Adjusted Qlfy Distri Yr3$273,472AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,332,522NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.022175DistributionYr3Rt
Adjusted Qlfy Distri Yr4$720,720AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,009,313NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.060013DistributionYr4Rt
Adjusted Qlfy Distri Yr5$744,836AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,501,460NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.087613DistributionYr5Rt
Total Distribution0.258302TotalDistributionRt
Average Distribution0.05166AverageDistributionRt
Net Vl Noncharitable Assets$17,033,371NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$879,944AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,937NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$883,881AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,090,765QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,937InvestmentIncomeExciseTaxAmt
Subtotal$3,937SubtotalAmt
Tax Based On Investment Income$3,937TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,957EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,957TotalPaymentsAndCreditsAmt
Overpayment$4,020OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$4,020RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT G WILMERSBusinessNameLine1
FieldValueIRS element (for citing)
Phone2123502498PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1350 PARK AVENUE 6TH FLOORAddressLine1
CityNew YorkCity
StateNYState
ZIP Code10022ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROBERT G WILMERSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 PARK AVENUE 6TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,135,651AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$157,111AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,292,762TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,292,762AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$259,391CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,033,371NetVlNoncharitableAssetsAmt
Minimum Investment Return$851,669MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$851,669MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,937TaxBasedOnInvestmentIncomeAmt
Total Tax$3,937TotalTaxAmt
Distributable Before Adj$847,732DistributableBeforeAdjAmt
Distributable Before Ded$847,732DistributableBeforeDedAmt
Distributable As Adjusted$847,732DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,090,765ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,090,765QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,937PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,086,828AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$847,732DistributableAsAdjustedAmt
Undistributed Income PY$713,187UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,090,765QualifyingDistributionsAmt
Applied To Year1$713,187AppliedToYear1Amt
Applied To Current Year$377,578AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$470,154UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1Address Line2RecipientUSAddress/AddressLine2CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BUFFALO PREP
18 ACHESON ANNEXUNIVERSITY AT BUFFALOBUFFALONY14214NONEPCFOR ORGANIZATION'S CHARITABLE USE$15,000
ARTPARK
450 SOUTH FOURTH STREETLEWISTONNY14092NONEPCFOR ORGANIZATION'S CHARITABLE USE$1,000
HARVARD UNIVERSITY
124 MOUNT AUBURN STREETCAMBRIDGEMA02138NONEPCFOR ORGANIZATION'S CHARITABLE USE$10,000
THE COUNCIL ON FOREIGN RELATIONS
58 EAST 68TH STREETNEW YORKNY10065NONEPCFOR ORGANIZATION'S CHARITABLE USE$50,000
EVERSON MUSEUM OF ART
401 HARRISON STREETSYRACUSENY13202NONEPCFOR ORGANIZATION'S CHARITABLE USE$1,000
WESTMINSTER COMMUNITY CHARTER SCHOOL
24 WESTMINISTER AVENUEBUFFALONY14215NONEPCFOR ORGANIZATION'S CHARITABLE USE$24,215
WESTMINSTER FOUNDATION
465 MAIN STREET SUITE 510BUFFALONY14203NONEPCFOR ORGANIZATION'S CHARITABLE USE$48,150
IRISH CLASSICAL THEATRE COMPANY
625 MAIN STREETBUFFALONY14203NONEPCFOR ORGANIZATION'S CHARITABLE USE$10,000
NORMAN ROCKWELL MUSEUM
9 GLENDALE ROADPO BOX 308STOCKBRIDGEMA01262NONEPCFOR ORGANIZATION'S CHARITABLE USE$1,000
THE LYMAN ALLYN ART MUSEUM
625 WILLIAMS STREETNEW LONDONCT06320NONEPCFOR ORGANIZATION'S CHARITABLE USE$10,000
UNITED WAY
742 DELAWARE AVENUEBUFFALONY14209NONEPCFOR ORGANIZATION'S CHARITABLE USE$50,000
TEACH FOR AMERICA
519 8TH AVENUENEW YORKNY10018NONEPCFOR ORGANIZATION'S CHARITABLE USE$667,000
BUFFALO MUSEUM OF SCIENCE
1020 HUMBOLDT PARKWAYBUFFALONY14211NONEPCFOR ORGANIZATION'S CHARITABLE USE$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,087,365TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$397,110ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$397,131ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$397,131TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT G WILMERSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1350 PARK AVENUE 6TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX & ACCOUNTING FEESCategoryTxt
Amt$6,800Amt
Net Investment Income$3,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,400DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
10,025 SHS M&T BANK$134,335$1,263,351
20,000 SHS M&T BANK$272,000$2,520,400
20,000 SHS M&T BANK$576,000$2,520,400
91,800 SHS M&T BANK$2,965,140$11,568,636

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
NY DEPARTMENT OF LAW$750
BANK FEES$140
OTHER EXPENSES$181

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX - ESTIMATED TAXCategoryTxt
Amt$7,900Amt

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