ERIE FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ERIE FAMILY FOUNDATION (EIN 52-2339484)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-17
- IRS object ID
- 201513219349100701
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-17T08:09:50-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIAN A VERGOS & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 352 7TH AVE - SUITE 1501 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522339484 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST SIMON CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT G WILMERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT G WILMERS | InCareOfNm |
| Business Name Control | STSI | BusinessNameControlTxt |
| Phone | 2123502498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 PARK AVENUE 6th fl | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT G WILMERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123502498 | PhoneNum |
| Signature | 2015-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORIAN A VERGOS | PreparerPersonNm |
| PTIN | P00085651 | PTIN |
| Phone | 2123074800 | PhoneNum |
| Preparation | 2015-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,531,269 | 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 | $2,825,950 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $669 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $669 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $895,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $895,244 | DividendsNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,265 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,724,128 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $895,913 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $19,599 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,617 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $31,416 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,300,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,300,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,331,916 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,305,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,392,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $890,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,048,698 | CashBOYAmt |
| Cash EOY | $5,744,925 | CashEOYAmt |
| Cash EOYFMV | $5,744,924 | CashEOYFMVAmt |
| Corporate Stock BOY | $25,180,309 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,321,592 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,786,345 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $31,229,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,066,517 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,531,269 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $31,229,007 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,066,517 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,229,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,066,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,229,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,066,517 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,229,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,392,212 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,445,298 | OtherIncreasesAmt |
| Subtotal | $37,066,517 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $37,066,517 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,240,385 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,907,565 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027019 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $395,878 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,663,269 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.010798 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,347,713 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,405,308 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049177 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,409,036 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,551,963 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090729 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $520,470 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,566,340 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023064 | DistributionYr5Rt |
| Total Distribution | 0.200787 | TotalDistributionRt |
| Average Distribution | 0.040157 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,400,632 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,823,153 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,908 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,832,061 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,305,600 | 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 | $8,908 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,908 | SubtotalAmt |
| Tax Based On Investment Income | $8,908 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,092 | OverpaymentAmt |
| Applied To ES Tax | $6,092 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT G WILMERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123502498 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 PARK AVENUE 6TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT G WILMERS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 PARK AVENUE 6th fl | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,233,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,858,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,092,012 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,092,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $691,380 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,400,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,270,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,270,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,908 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,908 | TotalTaxAmt |
| Distributable Before Adj | $2,261,124 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,261,124 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,261,124 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,305,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,305,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,908 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,296,692 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,261,124 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,252,982 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,305,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,252,982 | AppliedToYear1Amt |
| Applied To Current Year | $52,618 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $2,208,506 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT G WILMERS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| FRENCH INSTITUTE | |||||||
| 22 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE, 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $25,000 | |
| MASS MOCA | |||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | NONE, 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $1,025,000 | |
| ALBRIGHT-KNOX ART GALLERY | |||||||
| 1285 ELMWOOD AVENUE | BUFFALO | NY | 14222 | NONE, 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $25,500 | |
| THE WOMEN & CHILDREN'S HOSPITAL OF BUFFALO | |||||||
| 219 BRYANT STREET | BUFFALO | NY | 14222 | NONE, 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $1,000,000 | |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE, 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $50,000 | |
| WESTMINSTER FOUNDATION | |||||||
| 465 MAIN STREET | BUFFALO | NY | 14203 | NONE, 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $175,000 | SUITE 510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,300,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $669 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $895,244 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,265 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $898,178 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $898,178 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT G WILMERS | |||||||
| 1 | 350 PARK AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | $1,000,000 | Yes (X) | |
| robert g wilmers | |||||||
| 2 | 350 park avenue 6th floor | new york | NY | 10022 | $1,825,950 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 15,000 SHARES OF M&T STOCK | NoncashPropertyDesc |
| Fair Market Value | $1,825,950 | FairMarketValueAmt |
| Received | 2014-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,200 | Amt |
| Net Investment Income | $5,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,100 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 29,642 SHARES M&T BANK | $2,137,187 | $3,703,175 |
| 25,000 SHARES M&T BANK | $2,196,500 | $3,123,250 |
| 22,000 SHARES M&T BANK | $2,372,260 | $2,748,460 |
| 25,400 SHARES M&T BANK | $2,795,651 | $3,173,222 |
| 19,500 SHARES M&T BANK | $2,370,810 | $2,436,135 |
| 21,739 SHARES M&T BANK | $1,750,022 | $2,715,853 |
| 20,523 SHARES M&T BANK | $2,000,069 | $2,563,938 |
| 30,860 SHARES M&T BANK | $2,000,037 | $3,855,340 |
| 9,000 SHARES M&T BANK | $719,775 | $1,124,370 |
| 20,000 SHARES M&T BANK | $1,528,900 | $2,498,600 |
| 25,000 SHARES M&T BANK | $2,500,625 | $3,123,250 |
| 24,300 SHARES M&T BANK | $2,808,473 | $3,035,799 |
| 15,000 SHARES M&T BANK | $1,825,950 | $1,873,950 |
| 78,532 SHARES M&T BANK | $4,315,333 | $9,811,003 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| DELAWARE FILING FEE | $62 |
| DELAWARE CORPORATE FEE | $1,000 |
| NY DEPT.OF LAW | $250 |
| FILING FEES | $145 |
| OTHER FILING FEES | $160 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,265 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SECTION 507(B)(2) TRANSFER FROM ROCHE | $0 |
| FOUNDATION | $4,445,298 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX - ESTIMATE | $15,000 |
| EXCISE TAX - BALANCE DUE | $4,599 |
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