SCOTT BIELER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT BIELER FOUNDATION INC (EIN 81-2815534)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-11-10
- IRS object ID
- 202513149349101311
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T10:11:40-06:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161492835 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERSPIEL PFEIFER & KUBICKI CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 MAIN STREET | AddressLine1Txt |
| City | SNYDER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142264500 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812815534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT BIELER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 7169267494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R BIELER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7169267494 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN J FEDERSPIEL CPA | PreparerPersonNm |
| PTIN | P00504309 | PTIN |
| Phone | 7168396539 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,419,192 | 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 | $3,931,872 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,685 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,685 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $174,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,149 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,383,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,036 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $156,723 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,310,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $221,870 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $141,737 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,970 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,237 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,899,216 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,899,216 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,044,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,899,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $266,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,900 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $725,000 | CashBOYAmt |
| Cash EOY | $634,972 | CashEOYAmt |
| Cash EOYFMV | $634,972 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,553,039 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,445 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,445 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,850,036 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,698,658 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,656,293 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $500,003 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,000,003 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,000,003 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $681,079 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,013,369 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,003,506 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,903,251 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,059,973 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,059,973 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,212,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,471,420 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,419,192 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,212,408 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,471,420 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,212,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,471,420 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,212,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,471,420 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,212,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $266,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,478,420 | SubtotalAmt |
| Other Decreases | $7,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,471,420 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UNITED STATES TREASURY BILLS | P | 2024-05-03 | 2024-05-31 | $501,828 | $499,798 | $2,030 | $2,030 |
| KEYSIGHT TECHNOLOGIES | P | 2018-11-08 | 2024-10-30 | $13,000 | $13,121 | -$121 | -$121 |
| UNITED STATES TREASURY BILLS | P | 2024-05-03 | 2024-11-15 | $1,020,000 | $995,656 | $24,344 | $24,344 |
| UNITED STATES TREASURY BILLS | P | 2024-04-04 | 2024-11-15 | $302,000 | $296,653 | $5,347 | $5,347 |
| BECTON, DICKINS | P | 2018-09-12 | 2024-12-16 | $14,000 | $13,779 | $221 | $221 |
| UNITED STATES TREASURY BILLS | P | 2019-12-27 | 2025-02-18 | $500,000 | $508,082 | -$8,082 | -$8,082 |
| HEXCEL CORP | P | 2021-05-17 | 2025-03-14 | $9,005 | $9,910 | -$905 | -$905 |
| ZIMMER BIOMET | P | 2018-11-01 | 2025-03-31 | $24,000 | $22,798 | $1,202 | $1,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,036 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,876 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,876 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $154 | EsPenaltyAmt |
| Overpayment | $4,470 | OverpaymentAmt |
| Applied To ES Tax | $4,470 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STANLEY A KICINSKI | IndividualWithBooksNm |
| Phone | 7169267052 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT R BIELER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | PRESIDENT/DIRECTOR | 5.00 | $0 | $0 | $0 |
| KATHRYN BIELER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| MATTHEW A LASHER | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | SECRETARY/TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| STANLEY A KICINSKI | ||||||||
| 3552 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,236,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $935,841 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,942,431 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,114,983 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,114,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,933,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $596,663 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $596,663 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,876 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,876 | TotalTaxAmt |
| Distributable Before Adj | $593,787 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $593,787 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $593,787 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,899,216 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,899,216 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $593,787 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $209,492 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $94,222 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,081,333 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,418,798 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,533,634 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,337,479 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,899,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $593,787 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,305,429 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,642,908 | 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 | $209,492 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,433,416 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $94,222 | ExcessFromYear4Amt |
| Excess From Year3 | $2,081,333 | ExcessFromYear3Amt |
| Excess From Year2 | $1,418,798 | ExcessFromYear2Amt |
| Excess From Year1 | $3,533,634 | ExcessFromYear1Amt |
| Excess From Current Year | $3,305,429 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT R BIELER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AURORA COLDEN FIRE DIST #6 WEST FALL FIRE COMPANY | ||||||
| 1864 DAVID RD | WEST FALLS | NY | 14170 | PC | BUILDING FUND | $320,694 |
| AURORA WALDORF SCHOOL | ||||||
| 525 W FALLS RD | WEST FALLS | NY | 14170 | PC | FOR GROUND IMPROVEMENTS | $407,822 |
| BEST SELF BEHAVIORAL HEALTH | ||||||
| 3350 MAIN STREET | BUFFALO | NY | 14214 | PC | BUILDING FUND FOR THE CHILD ADVOCACY CENTER | $400,000 |
| BOYS AND GIRLS CLUB OF DEPEWLANCASTER | ||||||
| 60 PRESTON ST | DEPEW | NY | 14043 | PC | TO SUPPORT THE PROGRAMING OF THE CLUB FOR THE BENEFIT OF YOUNG PEOPLE IN THE AREA | $55,000 |
| BOYS AND GIRLS CLUB OF EAST AURORA | ||||||
| 24 PAINE ST | EAST AURORA | NY | 14052 | PC | TO SUPPORT THE PROGRAMING OF THE CLUB FOR THE BETTERMENT OF YOUTH IN THE AREA | $50,000 |
| BUFFALO HEARING & SPEECH CENTER | ||||||
| 50 E NORTH STREET | BUFFALO | NY | 14203 | PC | CLASSROOM BUILDING PROJECT | $200,000 |
| CAWTILE | ||||||
| P O BOX | BUFFALO | NY | 14205 | NC | TOWARD TURBINE SURVEY | $11,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 100 COLLEGE PKWY STE 280 | WILLIAMSVILLE | NY | 14221 | PC | TO PROVIDE RESOURCES FOR THE TREATMENT AND CURE OF CYSTIC FIBROSIS | $25,000 |
| DAEMEN UNIVERSITY | ||||||
| 4380 MAIN STREET | AMHERST | NY | 14226 | PC | LAB EQUIPMENT AND LIGHTING | $302,639 |
| EDEN COMMUNITY FOUNDATION | ||||||
| PO BOX 96 | EDEN | NY | 14057 | PC | DONATION TO THE RELIEF FUND FOR THE COMMUNITY OF EDEN NY | $10,000 |
| ERIE COMMUNITY COLLEGE FOUNDATION | ||||||
| 6205 MAIN STREET ROOM G156 | WILLIAMSVILLE | NY | 14221 | PC | ANNUAL SCHOLARSHIP FUND DONATION | $17,000 |
| ERIE COUNTY SHERIFF'S MOUNTED DIVISION | ||||||
| 10 DELAWARE AVE | BUFFALO | NY | 14202 | NC | DONATION TO THE EQUIPMENT FUND | $1,000 |
| EXPLORE AND MORE THE RALPH C WILSON JR CHILDREN'S MUSEUM | ||||||
| 130 MAIN STREET | BUFFALO | NY | 14202 | PC | GENERAL DONATION | $20,000 |
| FAMILY PROMISE OF WNY | ||||||
| 75 HICKORY ST | BUFFALO | NY | 14204 | PC | MATCHING CONTRIBUTION TOWARD VEHICLE PURCHASE | $12,500 |
| GOODWILL INDUSTRIES OF WESTERN NEW YORK | ||||||
| 1119 WILLIAM ST | BUFFALO | NY | 14206 | PC | GENERAL DONATION | $50,000 |
| GREATER BUFFALO ADAPTIVE SPORTS | ||||||
| 9 SAGEBURSH LANE | LANCASTER | NY | 14086 | PC | DONATION FOR THE PURCHASE OF BICYCLES | $46,241 |
| HERITAGE CHRISTIAN SERVICES | ||||||
| 130 JOHN MUIR DRIVE SUITE 106 | AMHERST | NY | 14228 | PC | BUILDING FUND FOR THE BUFFALO HOUSE | $83,333 |
| HOSPICE WNY | ||||||
| PO BOX 590 | BUFFALO | NY | 14240 | PC | PEDIATRIC ESSENTIAL CARE BUILDING | $22,680 |
| JERICHO ROAD MINISTRIES | ||||||
| 184 BARTON STREET | BUFFALO | NY | 14213 | PC | CAPITAL CAMPAIGN FOR THE COMMUNITY HEALTH CENTERS | $174,532 |
| KENMORE MERCY FOUNDATION | ||||||
| 2950 ELMWOOD AVE | KENMORE | NY | 14127 | PC | EMERGENCY ROOM ENOVATION PROJECT | $100,000 |
| MADONNA OF THE STREETS | ||||||
| PO BOX 448 | BUFFALO | NY | 14215 | PC | GENERAL DONATION | $1,964 |
| NIAGARA FALLS MEMORIAL MEDICAL CENTER | ||||||
| 621 10TH ST | NIAGARA FALLS | NY | 14301 | PC | DONATION FOR THE CONSTRUCTION OF THE INNOVATION AND TRAINING CENTER | $300,000 |
| OISHEI CHILDREN'S HOSPITAL PATRICIA ALLEN FUND | ||||||
| 818 ELLICOTT ST | BUFFALO | NY | 14203 | PC | PATRICIA ALLEN FUND | $17,328 |
| PROFESSIONAL NURSES AXXOCIATION OF WESTERN NEW YORK | ||||||
| 4511 MAIN STREET REAR | BUFFALO | NY | 14226 | PC | GENERAL DONATION | $10,000 |
| ROSWELL PARK ALLIANCE | ||||||
| ELM AND CARLTON STREETS | BUFFALO | NY | 14263 | PC | TO PROVIDE FUNDS FOR CANCER RESEARCH TREATMENT AND PREVENTION PROGRAMS, TO ALSO SUPPORT FUNDRAISING EVENTS TO RAISE ADDITIONAL FUNDS FOR THAT PURPOSE. | $668,500 |
| SPECIAL OLYMPICS | ||||||
| 2821 WEHRLE DRIVE | WILLIAMSVILLE | NY | 14221 | PC | DONATION TO BENEFIT NIAGARA FALLS NY UNITED | $5,000 |
| UB FOUNDATION | ||||||
| P O BOX 900 | BUFFALO | NY | 14226 | PC | FOR THE UB MEDICAL SCHOOL ALUMNI ASSOCIATION SCHOLARSHIP FUND | $20,000 |
| VILLA MARIA COLLEGE | ||||||
| 240 PINE RODGE RD | BUFFALO | NY | 14225 | PC | DONATION FOR THE NEW LIBRARY | $101,219 |
| WEST FALLS CENTER FOR THE ARTS | ||||||
| 1863 DAVIS ROAD | WEST FALLS | NY | 14170 | PC | DONATION | $5,000 |
| WNY LAND CONSERVANCY | ||||||
| PO BOX 471 | EAST AURORA | NY | 14052 | PC | TO PROVIDE RESOURCES TO THE PROVIDENCE FARM PROJECT THAT PROVIDES FRESH PRODUCE TO LOCAL COMMUNITIES | $202,695 |
| ROTA-REACHING OUT 2 AFRICA DEVELOPMENT GROUP INC | ||||||
| PO BOX 1486 | BUFFALO | NY | 142401486 | PC | HUMANITARIAN ASSISTANCE IN BUFFALO NY | $1,000 |
| ROTARY CLUB OF HAMBURG FOUNDATION INC | ||||||
| PO BOX 340 | HAMBURB | NY | 14075 | PC | DONATION FOR PURCHASE OF VEHICLE AND GRAPHICS | $30,325 |
| THE RURAL OUTREACH CENTER | ||||||
| 730 OLEAD ROAD | EAST AURORA | NY | 14052 | PC | DONATION TOWARD PURCHASE OF SIGNAGE | $8,318 |
| SAVE THE MICHAELS OF THE WORLD INC | ||||||
| 81 WALNUT ST | LOCKPORT | NY | 14094 | PC | GENERAL DONATION | $51,207 |
| SENSATIONAL FUN | ||||||
| 2881 SOUTHWESTERN BLVD | ORCHARD PARK | NY | 14127 | PC | GENERAL DONATION | $3,200 |
| ST BONAVENTURE UNIVERSITY | ||||||
| 3261 W STATE ROAD | SAINT BONAVENTURE | NY | 14778 | PC | DONATION FOR VEHICLE PURCHASE | $10,000 |
| AURORA PLAYERS | ||||||
| PO BOX 206 | EAST AURORA | NY | 14052 | PC | DONATION TOWARD THEATER SEATING UPGRADE | $64,019 |
| WINGS FLIGHTS OF HOPE | ||||||
| 4000 CALIFORNIA ROAD | ORCHARD PARK | NY | 14127 | PC | GENERAL DONATION | $40,000 |
| BOYS AND GIRLS CLUB OF ORCHARD PARK | ||||||
| 25 S LINCOLN AVE | ORCHARD PARK | NY | 14127 | PC | GENERAL DONATION FOR PROGRAMMING AND THE BETTERMENT OF YOUTH IN THE AREA. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,899,216 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,685 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $174,149 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $156,723 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,036 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $378,593 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,593 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 2 | ALL INCOME BEING GENERATED IS BEING USED TO IMPROVE THE HEALTH AND |
| 3 | WELFARE OF INDIVIDUALS, TO ADVANCE BIOMEDICAL RESEARCH |
| 7 | TO FURTHER EDUCATION & PROMOTE LAND CONSERVANCY |
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 | SCOTT BIELER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,931,872 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,013,369 | EOYBookValueAmt |
| EOYFMV | $1,003,506 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $1,000,003 | EOYBookValueAmt |
| EOYFMV | $1,000,003 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,698,658 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,656,293 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MASS MUTUAL WHOLE LIFE INSURANCE POLICY 9776740 CSV | $1,871,363 | $1,971,169 | $1,971,169 |
| MASS MUTUAL POLICY 15691165 CSV | $31,888 | $38,901 | $38,901 |
| MASS MUTUAL POLICY 15699447 CSV | $0 | $36,046 | $36,046 |
| MASS MUTUAL POLICY 15815532 CSV | $0 | $13,857 | $13,857 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $7,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $750 | $0 | $0 |
| INVESTMENT FEES | $14,970 | $14,970 | $0 |
| INSURANCE PREMIUMS | $123,880 | $0 | $0 |
| BANK FEES | $2,137 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CSV INCREASE | Desc |
| Revenue And Expenses Per Books | $156,723 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $156,723 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R BIELER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3552 SOUTHWESTERN BLVD | AddressLine1Txt |
| City | ORCHARD PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14127 | ZIPCd |
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