CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION (EIN 20-3116729)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-08
- IRS object ID
- 201400989349100405
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-08T12:50:27-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP J TANTILLO CPA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 COURT ST STE 910 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203116729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEMENT AND KAREN ARRISON | BusinessNameLine1 |
| Business Name Line2 | FAMILY CHARITABLE FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLEM | BusinessNameControlTxt |
| Phone | 7168810760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 LINCOLN PARKWAY | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14222 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN ARRISON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7168810760 | PhoneNum |
| Signature | 2014-03-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP J TANTILLO | PreparerPersonNm |
| PTIN | P01272891 | PTIN |
| Phone | 7168526981 | PhoneNum |
| Preparation | 2014-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,969,148 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $155,317 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $150,692 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,715 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $771,131 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $952 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $952 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $733,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $211,359 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,770 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,773 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,036 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $19,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,195 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $250,774 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $482,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,359 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $577,280 | CashBOYAmt |
| Cash EOY | $681,314 | CashEOYAmt |
| Cash EOYFMV | $681,314 | CashEOYFMVAmt |
| Acct Rcvbl | $2,681 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,925 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,681 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,681 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $236,004 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $201,504 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $205,052 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $596,385 | CorporateStockBOYAmt |
| Corporate Stock EOY | $992,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,051,814 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $3,062,492 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $3,008,581 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $2,846,283 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $120,209 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $190,175 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $182,004 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,594,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,076,746 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,969,148 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,594,295 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,076,746 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,594,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,076,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,594,295 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,076,746 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,594,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $482,451 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,076,746 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,076,746 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $201,501 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,612,977 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043681 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $161,252 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,085,939 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039465 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $132,513 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,356,813 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039476 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $126,085 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,797,015 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045078 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $84,352 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,383,225 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035394 | DistributionYr5Rt |
| Total Distribution | 0.203094 | TotalDistributionRt |
| Average Distribution | 0.040619 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,952,622 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $201,171 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,114 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $203,285 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $231,195 | 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 | $2,114 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,114 | SubtotalAmt |
| Tax Based On Investment Income | $2,114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,580 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,580 | TotalPaymentsAndCreditsAmt |
| Tax Due | $534 | TaxDueAmt |
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 |
| 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 |
| Individual With Books | KAREN ARRISON | IndividualWithBooksNm |
| Phone | 7168810760 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 LINCOLN PARKWAY | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14222 | ZIPCode |
| 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 |
| 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 | KAREN ARRISON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 LINCOLN PARKWAY | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/TR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $4,324,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $703,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,028,043 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,028,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,952,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $247,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $247,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,114 | TotalTaxAmt |
| Distributable Before Adj | $245,517 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $245,517 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $245,517 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,195 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $231,195 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,114 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $229,081 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,517 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $228,860 | UndistributedIncomePYAmt |
| Qualifying Distributions | $231,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $228,860 | AppliedToYear1Amt |
| Applied To Current Year | $2,335 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $243,182 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN ARRISON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 LINCOLN PARKWAY | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168810760 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MOVING MIRACLES | |||||||
| 954 UNION ROAD STE 1 | WEST SENECA | NY | 14224 | NONE | PUBLIC CHARI | CHARITABLE | $50 |
| BUFFALO PHILHARMONIC | |||||||
| 499 FRANKLIN STREET | BUFFALO | NY | 14202 | NONE | PUBLIC CHARI | CHARITABLE | $52,300 |
| SPCA | |||||||
| 205 ENSMINGER ROAD | TONAWANDA | NY | 14150 | NONE | PUBLIC CHARI | CHARITABLE | $7,500 |
| CHAUTAUQUA INSTITUTEFOUNDATION | |||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | PUBLIC CHARI | CHARITABLE | $3,000 |
| SUBURBAN ADULT SERVICES | |||||||
| 960 WEST MAPLE STREET | ELMA | NY | 14059 | NONE | PUBLIC CHARI | CHARITABLE | $270 |
| NORTHEAST YMCA | |||||||
| 150 TECH DRIVE | AMHERST | NY | 14221 | NONE | PUBLIC CHARI | CHARITABLE | $500 |
| GLEN HIGHLAND FARMS | |||||||
| 217 PEGG ROAD | MORRIS | NY | 13808 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| BUFFALO SUZUKI STRINGS | |||||||
| 4 WEBSTER STREET | N TONAWANDA | NY | 14120 | NONE | PUBLIC CHARI | CHARITABLE | $10,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 2805 WEHRLE DRIVE | WILLIAMSVILLE | NY | 14221 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| WNED FM | |||||||
| PO BOX 1263 | BUFFALO | NY | 14240 | NONE | PUBLIC CHARI | CHARITABLE | $3,000 |
| SALVATION ARMY | |||||||
| 960 MAIN STREET | BUFFALO | NY | 14202 | NONE | PUBLIC CHARI | CHARITABLE | $3,000 |
| SAVE A PET | |||||||
| PO BOX 114 | NEWFANE | NY | 14108 | NONE | PUBLIC CHARI | CHARITABLE | $500 |
| HSUS | |||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| ST JUDE RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| ASPCA | |||||||
| 520 EIGHTH AVE 7TH FLOO | NEW YORK | NY | 10018 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| YWCA | |||||||
| 1005 GRANT STREET | BUFFALO | NY | 14207 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| PRESERVATION LEAGUE OF NYS | |||||||
| 44 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | PUBLIC CHARI | CHARITABLE | $10,000 |
| BUFFALO & ERIE CO HISTORICAL SOCIET | |||||||
| 25 NOTTINGHAM COURT | BUFFALO | NY | 14216 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| BUFFALO SOCIETY OF NATURAL SCIENCE | |||||||
| 1020 HUMBOLDT PARKWAY | BUFFALO | NY | 14211 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| THE NATURE CONSERVANCY | |||||||
| 322 8TH AVE 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| CHILD & FAMILY SERVICES | |||||||
| 844 DELAWARE AVENUE | BUFFALO | NY | 14209 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| BUFFALO NIAGARA YOUTH CHORUS | |||||||
| 301 SUNSET TERRACE | ORCHARD PARK | NY | 14127 | NONE | PUBLIC CHARI | CHARITABLE | $500 |
| BUFFALO ZOO | |||||||
| 300 PARKSIDE AVENUE | BUFFALO | NY | 14214 | NONE | PUBLIC CHARI | CHARITABLE | $40,000 |
| WILDERNESS SOCIETY | |||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARI | CHARITABLE | $500 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARI | CHARITABLE | $1,500 |
| BUFFALO HISTORY MUSEUM | |||||||
| ONE MUSEUM COURT | BUFFALO | NY | 14216 | NONE | PUBLIC CHARI | CHARITABLE | $275 |
| SUBURBAN ADULT SERVICES | |||||||
| 960 WEST MAPLE CT | ELMA | NY | 14059 | NONE | PUBLIC CHARI | CHARITABLE | $2,000 |
| NFJC OF WNY | |||||||
| 360 DELAWARE AVE 106 | BUFFALO | NY | 14202 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| CHIMP HAVEN | |||||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| PROUD SPIRIT HORSE SANCTUARY | |||||||
| 3495 ELBERTON HWY | LINCOLNTON | GA | 30817 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| THE BOTANICAL GARDENS | |||||||
| 2655 SOUTH PARK AVENUE | BUFFALO | NY | 14218 | NONE | PUBLIC CHARI | CHARITABLE | $300 |
| PRESERVATION BUFFALO NIAGARA | |||||||
| 617 MAIN STREET | BUFFALO | NY | 14203 | NONE | PUBLIC CHARI | CHARITABLE | $500 |
| VIOLIN SOCIETY OF AMERICA | |||||||
| 341 N MAITLAND AVENUE 2 | MAITLAND | FL | 32751 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| FRIENDS OF KNOX FARM STATE PARK | |||||||
| PO BOX 601 | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARI | CHARITABLE | $500 |
| HORSE PLUS HUMANE SOCIETY | |||||||
| PO BOX 6108 | OROVILLE | CA | 95966 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| CORNELL UNIVERSITY | |||||||
| COLLEGE OF VETERINARY MED | ITHACA | NY | 14853 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| CANISIUS COLLEGE | |||||||
| 2001 MAIN STREET | BUFFALO | NY | 14208 | NONE | PUBLIC CHARI | CHARITABLE | $10,000 |
| AUTISM SERVICES INC | |||||||
| 4444 BRYANT STRATTON WAY | WILLIAMSVILLE | NY | 14221 | NONE | PUBLIC CHARI | CHARITABLE | $1,500 |
| LAST CHANCE CORRAL | |||||||
| 5350 US 33 SOUTH | ATHENS | OH | 45701 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| ROLLING DOG FARM | |||||||
| PO BOX 150 | LANCASTER | NH | 03584 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| BLACK HILLS WILD HORSE SACTUARY | |||||||
| PO BOX 998 | HOT SPRINGS | SD | 57747 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| WNED-FM CAPITAL CAMPAIGN | |||||||
| PO BOX 1263 | BUFFALO | NY | 14240 | NONE | PUBLIC CHARI | CHARITABLE | $25,000 |
| LOTHIORIEN THERAPUTIC RIDING CENTER | |||||||
| 15 REITER ROAD | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| BEGIN AGAIN HORSE RESCUE | |||||||
| PO BOX 28 | HONEOYE | NY | 14472 | NONE | PUBLIC CHARI | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,195 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,317 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,715 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $952 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,241 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $215,984 | ExclusionAmt |
| Related Or Exempt Function Incm | $17,241 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,225 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ARRISON FAMILY FOUNDATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 LINCOLN PARKWAY | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL | CategoryTxt |
| Amt | $4,770 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN ARRISON | PersonNm |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (76 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BANK OF AMER 7.25% PFD J-60505724-60 | 2012-03 | PURCHASE | 2013-08 | $15,000 | $14,630 | $370 |
| OMEGA HEALTHCARE INVS-681936100-198 | 2011-08 | PURCHASE | 2013-06 | $6,415 | $3,310 | $3,105 |
| OMEGA HEALTHCARE INVS-681936100-260 | 2011-08 | PURCHASE | 2013-06 | $8,423 | $3,725 | $4,698 |
| SUN COMMUNITIES INC-866674104-81 | 2011-02 | PURCHASE | 2013-11 | $3,273 | $2,512 | $761 |
| SUN COMMUNITIES INC-866674104-205 | 2011-02 | PURCHASE | 2013-11 | $8,283 | $6,402 | $1,881 |
| UBS AG JERSEY BRH ETN-902641646-4 | 2012-10 | PURCHASE | 2013-12 | $16,720 | $15,004 | $1,716 |
| GARMIN LTD-H2906T109-345 | 2012-11 | PURCHASE | 2013-12 | $15,711 | $13,021 | $2,690 |
| BK OF AMER 6.375% PFD 3-60505617-228 | 2013-07 | PURCHASE | 2013-11 | $5,349 | $5,670 | -$321 |
| BRISTOL MYERS SQUIBB-110122108-200 | 2012-08 | PURCHASE | 2013-06 | $9,180 | $6,356 | $2,824 |
| BRISTOL MYERS SQUIBB-110122108-400 | 2012-10 | PURCHASE | 2013-06 | $18,359 | $13,218 | $5,141 |
| GUGGEN BULLETSHS 13 ETF-18383M449-1 | 2013-02 | PURCHASE | 2013-12 | $29,651 | $29,998 | -$347 |
| CLIFFS NATURAL RESOURCES-18683K101-3 | 2012-12 | PURCHASE | 2013-03 | $6,505 | $10,224 | -$3,719 |
| CLIFFS NATURAL RESOURCES-18683K101-1 | 2013-02 | PURCHASE | 2013-03 | $3,253 | $4,435 | -$1,182 |
| DARDEN RESTAURANTS-237194105-325 | 2013-01 | PURCHASE | 2013-04 | $16,250 | $15,104 | $1,146 |
| ISHARES IBOXX&INVT ETF-464287242-1 | 2013-01 | PURCHASE | 2013-07 | $17,807 | $18,875 | -$1,068 |
| ISHRS 7-10-YR TREAS ETF-464287440-1 | 2013-06 | PURCHASE | 2013-07 | $17,656 | $18,348 | -$692 |
| ISHARES JP MRGN E/M ETF-464288281-1 | 2012-12 | PURCHASE | 2013-06 | $18,121 | $19,949 | -$1,828 |
| ISHARES IBOXX HGH ETF-464288513-2 | 2013-01 | PURCHASE | 2013-07 | $18,370 | $19,097 | -$727 |
| ISHRS BRCLY 10-20YR ETF-464288653-1 | 2012-12 | PURCHASE | 2013-01 | $19,102 | $20,041 | -$939 |
| ISHARES S&P PRD STK ETF-464288687-5 | 2012-12 | PURCHASE | 2013-06 | $19,944 | $20,023 | -$79 |
| ISHARES CORE LONG ETF-464289479-3 | 2012-12 | PURCHASE | 2013-01 | $18,849 | $19,896 | -$1,047 |
| MV OIL TRUST-553859109-570 | 2013-04 | PURCHASE | 2013-12 | $14,625 | $16,012 | -$1,387 |
| OMEGA HEALTHCARE INVS-681936100-188 | 2012-10 | PURCHASE | 2013-06 | $6,091 | $4,353 | $1,738 |
| PWRSHRS FNCL PRD PRT ETF-73935X229-9 | 2013-04 | PURCHASE | 2013-06 | $16,057 | $16,656 | -$599 |
| SPDR SER TRUST ETF-78464A292-3 | 2013-05 | PURCHASE | 2013-07 | $14,247 | $15,068 | -$821 |
| GARMIN LTD-H2906T109-100 | 2013-07 | PURCHASE | 2013-12 | $4,554 | $3,724 | $830 |
| 8FHR 3763 4.000 011540-313111908-2 | 2010-11 | PURCHASE | 2013-10 | $2,000 | $2,000 | |
| 8FHR 3763 4.000 011540-313114928-4 | 2010-11 | PURCHASE | 2013-01 | $4,000 | $4,000 | |
| 8FHR 3966 4.000 071541-313120941-1 | 2011-12 | PURCHASE | 2013-01 | $10,000 | $10,000 | |
| 8FHR 3763 4.000 011540-313122988-3 | 2010-11 | PURCHASE | 2013-02 | $3,000 | $3,000 | |
| 8FHR 3966 4.000 071541-313130981-7 | 2011-12 | PURCHASE | 2013-02 | $7,000 | $7,000 | |
| 8FHR 3763 4.000 011540-313132938-6 | 2010-11 | PURCHASE | 2013-03 | $6,000 | $6,000 | |
| 8FHR 3966 4.000 071541-313143901-1 | 2011-12 | PURCHASE | 2013-03 | $10,000 | $10,000 | |
| 8FHR 3763 4.000 011540-313143968-5 | 2010-11 | PURCHASE | 2013-04 | $5,000 | $5,000 | |
| 8FHR 3763 4.000 011540-313162968-2 | 2010-11 | PURCHASE | 2013-06 | $2,000 | $2,000 | |
| 8FHR 3763 4.000 011540-313172918-2 | 2010-11 | PURCHASE | 2013-07 | $2,000 | $2,000 | |
| 8FHR 3763 4.000 011540-313184988-6 | 2010-11 | PURCHASE | 2013-08 | $6,000 | $6,000 | |
| 8FHR 3763 4.000 011540-313196958-1 | 2010-11 | PURCHASE | 2013-09 | $1,000 | $1,000 | |
| FNR 12-70 TY 3% 022542-3136A7FS6-500 | 2012-06 | PURCHASE | 2013-09 | $1,224 | $1,227 | -$3 |
| 8FHR 3966 4.000 071541-313700981-1 | 2011-12 | PURCHASE | 2013-04 | $12,000 | $12,000 | |
| 8FHR 3966 4.000 071541-313703951-1 | 2011-12 | PURCHASE | 2013-05 | $13,000 | $13,000 | |
| 8FHR 3966 4.000 071541-313706921-1 | 2011-12 | PURCHASE | 2013-06 | $10,000 | $10,000 | |
| 8FHR 3966 4.000 071541-313709941-6 | 2011-12 | PURCHASE | 2013-07 | $6,000 | $6,000 | |
| 8FHR 4061 3.000 021542-313715930-1 | 2012-06 | PURCHASE | 2013-06 | $14,000 | $14,000 | |
| 8FHR 4061 3.000 021542-313717910-4 | 2012-06 | PURCHASE | 2013-07 | $44,000 | $44,001 | -$1 |
| 8FHR 4061 3.000 021542-313719940-4 | 2012-06 | PURCHASE | 2013-08 | $43,000 | $43,001 | -$1 |
| 8FHR 4061 3.000 021542-313721920-2 | 2012-06 | PURCHASE | 2013-09 | $24,000 | $24,000 | |
| 8FHR 4061 3.000 021542-313723900-7 | 2012-06 | PURCHASE | 2013-10 | $7,000 | $7,000 | |
| 8FHR 4063 3.000 051542-313741944-4 | 2012-06 | PURCHASE | 2013-07 | $4,000 | $4,000 | |
| 8FHR 4063 3.000 051542-313744914-7 | 2012-06 | PURCHASE | 2013-08 | $7,000 | $7,000 | |
| 8FHR 4063 3.000 051542-313748964-2 | 2012-06 | PURCHASE | 2013-09 | $2,000 | $2,000 | |
| 8FHR 4063 3.000 051542-313754954-2 | 2012-06 | PURCHASE | 2013-11 | $2,000 | $2,000 | |
| 8FHR 3835 4.500 041540-313759946-1 | 2011-04 | PURCHASE | 2013-01 | $18,000 | $18,000 | |
| 8FHR 4023 3.500 111541-313768996-3 | 2012-03 | PURCHASE | 2013-04 | $3,000 | $3,000 | |
| 8FHR 4023 3.500 111541-313771966-5 | 2012-03 | PURCHASE | 2013-05 | $5,000 | $5,000 | |
| 8FHR 4023 3.500 111541-313774986-4 | 2012-03 | PURCHASE | 2013-06 | $4,000 | $4,000 | |
| 8FHR 4023 3.500 111541-313778946-1 | 2012-03 | PURCHASE | 2013-07 | $11,000 | $11,000 | |
| 8FHR 4023 3.500 111541-313782906-8 | 2012-03 | PURCHASE | 2013-08 | $8,000 | $8,000 | |
| 8FHR 4023 3.500 111541-313786956-4 | 2012-03 | PURCHASE | 2013-09 | $4,000 | $4,000 | |
| FHR 3751 UA 4% 021540-3137A3J67-2500 | 2010-11 | PURCHASE | 2013-01 | $26,409 | $25,475 | $934 |
| FHR 3835 AA 4.5% 4/15/40-3137A9VQ6-1 | 2011-04 | PURCHASE | 2013-02 | $11,000 | $11,000 | |
| GNR 11-018 EA 4% 092040-38377QFH5-75 | 2011-02 | PURCHASE | 2013-04 | $1,617 | $1,058 | $559 |
| GNR 11-018 GA 4% 092040-38377QFL6-23 | 2011-02 | PURCHASE | 2013-04 | $5,025 | $3,281 | $1,744 |
| GNR 11-18 CA 4% 092040-38377QHP5-100 | 2011-02 | PURCHASE | 2013-05 | $5,097 | $4,350 | $747 |
| GNR 11-18 CA 4% 092040-38377QHP5-500 | 2011-02 | PURCHASE | 2013-05 | $2,548 | $2,176 | $372 |
| GNR 11-024 GB 4% 092040-38377TP70-10 | 2011-02 | PURCHASE | 2013-04 | $5,416 | $4,670 | $746 |
| 8FHR 4061 3.000 021542-313708950-4 | 2012-06 | PURCHASE | 2013-01 | $4,000 | $4,000 | |
| 8FHR 4061 3.000 021542-313709990-5 | 2012-06 | PURCHASE | 2013-02 | $5,000 | $5,000 | |
| 8FHR 4061 3.000 021542-313710980-5 | 2012-06 | PURCHASE | 2013-03 | $5,000 | $5,000 | |
| 8FHR 4061 3.000 021542-313711970-9 | 2012-06 | PURCHASE | 2013-04 | $9,000 | $9,000 | |
| 8FHR 4061 3.000 021542-313713950-2 | 2012-06 | PURCHASE | 2013-05 | $27,000 | $27,000 | |
| 8FHR 4063 3.000 051542-313735904-1 | 2012-06 | PURCHASE | 2013-05 | $1,000 | $1,000 | |
| 8FHR 4063 3.000 051542-313738924-6 | 2012-06 | PURCHASE | 2013-06 | $6,000 | $6,000 | |
| 8FHR 4023 3.500 111541-313758906-1 | 2012-03 | PURCHASE | 2013-01 | $1,000 | $1,000 | |
| 8FHR 4023 3.500 111541-313763906-5 | 2012-03 | PURCHASE | 2013-02 | $5,000 | $5,000 | |
| 8FHR 4023 3.500 111541-313765976-3 | 2012-03 | PURCHASE | 2013-03 | $3,000 | $3,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SAMI 25457479 COMMON STOCK | $908,372 | $970,622 |
| SAMI 25457479 PREFERRED STOCK | $84,119 | $81,192 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $201,504 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $205,052 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SAMI 25457479 CLOSED END FUNDS | AT COST | $165,155 | $159,520 |
| SAMI 25457479 MUTUAL FUND | AT COST | $25,020 | $22,484 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SAPERSTON ASSET MANAGEMENT | Desc |
| Revenue And Expenses Per Books | $952 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $952 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,773 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| STATE FILING FEE | $275 |
| FEDERAL EXCISE TAX | $1,761 |
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