DEMAKOS FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DEMAKOS FOUNDATION INC (EIN 22-2847414)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-13
- IRS object ID
- 201543179349100414
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T08:21:21-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161468002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIAMPOU TRAVIS BESAW & KERSHNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRYANT WOODS NORTH | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222847414 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEMAKOS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEMA | BusinessNameControlTxt |
| Phone | 7168374422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4568 BAILEY AVENUE | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER DEMAKOS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7168374422 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ORNOWSKI | PreparerPersonNm |
| PTIN | P01261496 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $233,808 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,134 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,495 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,495 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $52 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,681 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $595 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $297 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $298 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $79 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,916 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,891 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,188 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $323 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,398 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,398 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,188 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,721 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,307 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,191 | CashBOYAmt |
| Cash EOY | $3,060 | CashEOYAmt |
| Cash EOYFMV | $3,060 | CashEOYFMVAmt |
| Corporate Stock BOY | $129,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $185,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $203,271 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $27,477 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,477 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,477 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $222,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $215,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $233,808 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $222,864 | RetainedEarningBOYAmt |
| Retained Earning EOY | $215,557 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $222,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $215,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $222,864 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $215,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $222,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,307 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $215,557 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $215,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PIMCO TOTAL RETURN CLASS D | P | 2014-10-02 | $9,291 | $9,305 | -$14 | -$14 |
| PIMCO TOTAL RETURN CLASS D | P | 2014-10-02 | $208 | -$208 | -$208 | |
| 1.093 SHS PIMCO TOTAL RETURN CLASS D | P | 2014-10-09 | $12 | $12 | $0 | $0 |
| 11.020 SHS COLUMBIA DIVIDEND OPPORTUNITY CL A | P | 2014-11-13 | $122 | $92 | $30 | $30 |
| 9.015 SHS DELAWARE VALUE FD CL A | P | 2014-11-13 | $164 | $118 | $46 | $46 |
| 82.000 SHS DOUBELINE TOTAL RT BOND FD CL N | P | 2014-11-13 | $900 | $900 | $0 | $0 |
| DOUBLELINE LOW DURATION CL N | P | 2014-11-13 | $2 | -$2 | -$2 | |
| DOUBLELINE LOW DURATION CL N | P | 2014-11-13 | $2,931 | $2,930 | $1 | $1 |
| 81.077 SHS DRIEHAUS ACTIVE INCOME FUND | P | 2014-11-13 | $856 | $886 | -$30 | -$30 |
| 76.000 SHS JP MORGAN STRATEGIC INCOME OPPORT A | P | 2014-11-13 | $896 | $889 | $7 | $7 |
| 19.987 SHS RS GLOBAL NATURAL RESOURCES CL A | P | 2014-11-13 | $631 | $750 | -$119 | -$119 |
| 6.000 SHS TCW RELATIVE VALUE DIVIDEND APPREC CL N | P | 2014-11-13 | $103 | $76 | $27 | $27 |
| 85.353 SHS COLUMBIA DIVIDEND OPPORTUNITY CL A | P | 2015-03-11 | $796 | $634 | $162 | $162 |
| 53.745 SHS COLUMBIA SELECT LRG CAP GROWTH CLASS A | P | 2015-03-11 | $995 | $630 | $365 | $365 |
| 42.629 SHS DELAWARE VALUE FD CL A | P | 2015-03-11 | $768 | $467 | $301 | $301 |
| 10.172 SHS SPARTAN 500 INDEX FD ADVANTAGE CLASS | P | 2015-03-11 | $739 | $439 | $300 | $300 |
| 94.217 SHS FOWARD EM CORPORATE DEBT FUND INVESTOR | P | 2015-03-11 | $818 | $910 | -$92 | -$92 |
| 75.128 SHS JP MORGAN STRATEGIC INCOME OPPORT A | P | 2015-03-11 | $881 | $873 | $8 | $8 |
| 20.266 SHS CLEARBRIDGE SMALL CAP GRW CL A | P | 2015-03-11 | $563 | $484 | $79 | $79 |
| 19.331 SHS T ROWE PRICE GROWTH STOCK ADVISOR CL | P | 2015-03-11 | $1,033 | $559 | $474 | $474 |
| 32.570 SHS RIDGEWORTH MID CAP VALUE EQUITY CL I | P | 2015-03-11 | $439 | $333 | $106 | $106 |
| 53.437 SHS RIVERNORTH CORE OPPORTUNITY FD CL R | P | 2015-03-11 | $648 | $501 | $147 | $147 |
| 43.931 SHS TCW RELATIVE VALUE DIVIDEND APPREC CL N | P | 2015-03-11 | $750 | $474 | $276 | $276 |
| 8.145 SHS TOUCHSTONE FOCUSED CLASS A | P | 2015-03-11 | $297 | $208 | $89 | $89 |
| CAPITAL GAINS DIVIDENDS | P | $5,542 | $5,542 | $5,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,495 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,930 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $223,852 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.093499 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,496 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $195,397 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.110012 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,458 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $154,924 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.132052 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,126 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $170,798 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070996 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,065 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $170,537 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082475 | DistributionYr5Rt |
| Total Distribution | 0.489034 | TotalDistributionRt |
| Average Distribution | 0.097807 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $210,693 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,607 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $105 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,712 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,721 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $210 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $210 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $210 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $210 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | PETER G DEMAKOS | IndividualWithBooksNm |
| Phone | 7168374422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4568 BAILEY AVENUE | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14226 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PETER G DEMAKOS | ||||||||
| 4568 BAILEY AVE | AMHERST | NY | 14226 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| ELIZABETH DEMAKOS | ||||||||
| 4568 BAILEY AVE | AMHERST | NY | 14226 | TREASURER | 0.10 | $595 | $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 | $196,282 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $213,902 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $213,902 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $210,693 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,535 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,535 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $210 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $210 | TotalTaxAmt |
| Distributable Before Adj | $10,325 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,325 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,325 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,721 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,721 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,721 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,325 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,598 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,700 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,824 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,750 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,895 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,767 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,721 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,325 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,396 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,163 | 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 | $5,598 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $45,565 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,700 | ExcessFromYear4Amt |
| Excess From Year3 | $12,824 | ExcessFromYear3Amt |
| Excess From Year2 | $11,750 | ExcessFromYear2Amt |
| Excess From Year1 | $9,895 | ExcessFromYear1Amt |
| Excess From Current Year | $7,396 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER G DEMAKOS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4568 BAILEY AVENUE | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168374422 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE FOUNDATION DIRECTLY FOR DETAILS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS BY THE FOUNDATION TO ORGANIZATIONS ARE LIMITED TO ORGANIZATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR PURPOSES DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. GRANTS TO INDIVIDUALS ARE LIMITED TO PERSONS OF GREEK EXTRACTION INTENDING TO STUDY FOR THE PRIESTHOOD OR ENGAGE IN TECHNICAL OR SCIENTIFIC STUDIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALS-TDI | |||||||
| 300 TECHNOLOGY SQUARE SUITE 400 | CAMBRIDGE | MA | 02139 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $100 | |
| ALZHEIMERS ASSOCIATION | |||||||
| 205 WEHRLE DRIVE SUITE 6 | WILLIAMSVILLE | NY | 14221 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $100 | |
| AMHERST POLICE FOUNDATION | |||||||
| 1955 WEHRLE DRIVE | WILLIIAMSVILLE | NY | 14221 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $1,000 | |
| AVON WALK | |||||||
| 1 AVON PLAZA | RYE | NY | 10580 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $39 | |
| BUFFALO NIAGARA RIVERKEEPERS | |||||||
| 1250 NIAGARA STREET | BUFFALO | NY | 14213 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $50 | |
| BUFFALO PREP | |||||||
| UNIVERSITY AT BUFFALO 18 ACHESON | BUFFALO | NY | 14214 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $50 | ANNEX |
| BUFFALO RENAISSANCE FOUNDATION | |||||||
| PO BOX 322 | BUFFALO | NY | 14205 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $500 | |
| CALVARY EPISCOPAL CHURCH | |||||||
| 20 MILTON STREET | WILLIAMSVILLE | NY | 14221 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $2,200 | |
| COMMUNITY FOUNDATION FOR A GREATER BUFFALO (SAY YES) | |||||||
| 726 EXCHANGE STREET 525 | BUFFALO | NY | 14210 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $2,500 | |
| EAST AMHERST FIRE DEPARTMENT | |||||||
| 9100 TRANSIT ROAD | EAST AMHERST | NY | 14051 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $50 | |
| EASTMAN FOUNDATION | |||||||
| 779 WASHINGTON STREET | BUFFALO | NY | 14203 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $200 | |
| FRIENDS OF TASO | |||||||
| 2050 WILSON BLVD | ARLINGTON | VA | 22201 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $100 | |
| HELLENIC CHURCH OF THE ANNUNCIATION | |||||||
| 146 W UTICA STREET | BUFFALO | NY | 14222 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $2,250 | |
| HERITAGE CENTERS FOUNDATION | |||||||
| 101 OAK STREET | BUFFALO | NY | 14203 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $100 | |
| HOSPICE FOUNDATION OF WNY | |||||||
| PO BOX 590 | BUFFALO | NY | 142400590 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $50 | |
| KADEN'S KISSES | |||||||
| 6368 WEST QUAKER STREET | ORCHARD PARK | NY | 14217 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $50 | |
| LAFAYETTE COLLEGE FUND | |||||||
| PO BOX 3000 | EASTON | PA | 180429982 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $250 | |
| LEUKEMIA LYMPHOMA SOCIETY | |||||||
| DONOR SERVICES PO BOX 4072 | PITTSFIELD | MA | 01202 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $500 | |
| MARCH OF DIMES | |||||||
| 435 LAWRENCE BELL DRIVE SUITE 9 | AMHERST | NY | 14221 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $250 | |
| MARIA LOVE CONVALESCENT FUND | |||||||
| PO BOX 293 | BUFFALO | NY | 14213 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $3,500 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $150 | |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $50 | |
| NIAGARA HOSPICE | |||||||
| 4675 SUNSET DR | LOCKPORT | NY | 14094 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $50 | |
| NICHOLS SCHOOL ANNUAL FUND DRIVE | |||||||
| 1250 AMHERST STREET | BUFFALO | NY | 14216 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $1,000 | |
| ORTHODOX ACTION | |||||||
| 146 W UTICA STREET | BUFFALO | NY | 14222 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $100 | |
| PEOPLE INCORPORATED | |||||||
| 1219 NORTH FOREST ROAD PO BOX 9033 | WILLIAMSVILLE | NY | 14221 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $100 | |
| RIDE FOR ROSWELL | |||||||
| PO BOX 644 | BUFFALO | NY | 14240 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $50 | |
| ROSWELL PARK ALLIANCE | |||||||
| ELM CARLTON STREETS | BUFFALO | NY | 14263 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $1,250 | |
| ROSWELL PARK CANCER INSTITUTE | |||||||
| ELM CARLTON STREETS | BUFFALO | NY | 14263 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $50 | |
| SISTERS HOSPITAL FOUNDATION | |||||||
| 2310 MAIN STREET | BUFFALO | NY | 14214 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $100 | |
| THE SANDUSKY ERIE COMMUNITY FOUNDATION | |||||||
| 135 E WASHINGTON ROW | SANDUSKY | OH | 44870 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $100 | |
| UNIVERSAL UNITARIAN CHURCH | |||||||
| 695 ELMWOOD AVENUE | BUFFALO | NY | 14222 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $100 | |
| UNIVERSITY AT BUFFALO SCHOOL OF NURSING | |||||||
| UNIVERSITY AT BUFFALO FOUNDATION PO | BUFFALO | NY | 142260730 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $150 | BOX 730 |
| YMCA | |||||||
| 2564 DELAWARE AVE | BUFFALO | NY | 14216 | PUBLIC | GENERAL PURPOSES OF RECIPIENT | $309 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,398 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,134 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,495 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,681 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,681 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CENTURY MODERATE | $7,375 | $8,621 |
| BRINKER CAPITAL | $177,645 | $194,650 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXHIBIT DONATED BY GREGORY DEMAKOS | $8,831 | $8,831 | $8,831 |
| CAPITALIZED EXPENDITURES RELATED TO THE EXHIBIT | $18,146 | $18,146 | $18,146 |
| OFFICER LOAN | $500 | $500 | $500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK & INVESTMENT FEES | $1,866 | $1,866 | $0 |
| NYS DEPT OF LAW | $50 | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $52 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $52 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE SERVICE | CategoryTxt |
| Amt | $79 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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