CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION (EIN 20-3116729)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-05
- IRS object ID
- 201310959349100311
- Schema version
- 2012v2.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-05T17:48:18-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANSA & D'ARATA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 COURT ST STE 910 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 142023109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203116729 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | CLEM | NameControl |
| Phone | 7168810760 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN ARRISON | Name |
| Title | TRUSTEE | Title |
| Phone | 7168810760 | Phone |
| Date Signed | 2013-02-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP J TANTILLO | Name |
| Phone | 7168526981 | Phone |
| Date Prepared | 2013-04-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4614559 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 500000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 139044 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 134419 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 23484 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 23484 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2106 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2223863 | GrossSalesPrice |
| Total Revenue And Expenses | 664634 | TotalRevenueAndExpenses |
| Total Net Investment Income | 157903 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4500 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 3051 | OtherProfFeesRevAndExpnss |
| Taxes Rev And Expnss | 2119 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 9670 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 203080 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 203080 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 212750 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 203080 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 451884 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 157903 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 486221 | CashBOY |
| Cash EOY | 577280 | CashEOY |
| Cash EOYFMV | 577280 | CashEOYFMV |
| Accounts Receivable | 1925 | AccountsReceivable |
| Accounts Receivable BOY | 1578 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1925 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1925 | AccountsReceivableEOYFMV |
| Investments Govt Oblig BOY | 291560 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 236004 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 240452 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 180487 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 596385 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 589467 | InvestmentsCorpStockEOYFMV |
| Investments Mortgage Loans BOY | 3182565 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 3062492 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 3088682 | InvestmentsMortgageLoansEOYFMV |
| Investments Other EOY | 120209 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 116753 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4142411 | TotalAssetsBOY |
| Total Assets EOY | 4594295 | TotalAssetsEOY |
| Total Assets EOYFMV | 4614559 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4142411 | RetainedEarningsBOY |
| Retained Earnings EOY | 4594295 | RetainedEarningsEOY |
| Total Net Assets BOY | 4142411 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4594295 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4142411 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4594295 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4142411 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 451884 | ExcessOfRevenueOverExpenses |
| Subtotal | 4594295 | Subtotal |
| Total Net Assets Fund Balances EOY | 4594295 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 161252 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4085939 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.039465 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 132513 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3356813 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039476 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 126085 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2797015 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045078 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 84352 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2383225 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.035394 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 75097 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1766983 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042500 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.201913 | TotalDistributionRatio |
| Average Distribution Ratio | 0.040383 | AverageDistributionRatio |
| Net Noncharitable Assets | 4612977 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 186286 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1579 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 187865 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 203080 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1579 | InvestmentIncomeExciseTax |
| Subtotal | 1579 | Subtotal |
| Tax Based On Investment Income | 1579 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1398 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1398 | TotalCreditsAndPayments |
| Tax Due | 181 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KAREN ARRISON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7168810760 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CLEMENT ARRISON | ||||||||
| 35 LINCOLN PARKWAY | BUFFALO | NY | 14222 | PRESIDENT/TR | 1.00 | 0 | 0 | 0 |
| KAREN ARRISON | ||||||||
| 35 LINCOLN PARKWAY | BUFFALO | NY | 14222 | VP | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3870796 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 812429 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4683225 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4683225 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 70248 | CashDeemedCharitable |
| Net Noncharitable Assets | 4612977 | NetNoncharitableAssets |
| Minimum Investment Return | 230649 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 230649 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1579 | TaxBasedOnInvestmentIncome |
| Total Tax | 1579 | TotalTax |
| Distributable Amount Before Adj | 229070 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 229070 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 229070 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 203080 | ExpensesAndContributions |
| Qualifying Distributions | 203080 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1579 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 201501 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 229070 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 202870 | UndistributedIncomePriorYear |
| Qualifying Distributions | 203080 | QualifyingDistributions |
| Applied To Year1 | 202870 | AppliedToYear1 |
| Applied To Current Year | 210 | AppliedToCurrentYear |
| Undistributed Income CY | 228860 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KAREN ARRISON | RecipientName |
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 Number | 7168810760 | RecipientPhoneNumber |
| Form And Info And Materials | N/A | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MOVING MIRACLES | |||||||
| 954 UNION ROAD STE 1 | WEST SENECA | NY | 14224 | NONE | PUBLIC CHARI | CHARITABLE | $35,030 |
| BUFFALO PHILHARMONIC | |||||||
| 499 FRANKLIN STREET | BUFFALO | NY | 14202 | NONE | PUBLIC CHARI | CHARITABLE | $11,000 |
| SPCA | |||||||
| 205 ENSMINGER ROAD | TONAWANDA | NY | 14150 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| CHAUTAUQUA INSTITUTEFOUNDATION | |||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | PUBLIC CHARI | CHARITABLE | $10,000 |
| SUBURBAN ADULT SERVICES | |||||||
| 960 WEST MAPLE STREET | ELMA | NY | 14059 | NONE | PUBLIC CHARI | CHARITABLE | $2,000 |
| NORTHEAST YMCA | |||||||
| 4433 MAIN STREET | SNYDER | NY | 14226 | 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 | $20,000 |
| 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 |
| CLEAN AIR COALITION OF WNY | |||||||
| 341 DELAWARE AVENUE | BUFFALO | NY | 14202 | NONE | PUBLIC CHARI | CHARITABLE | $2,000 |
| 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 |
| PUSH BUFFALO | |||||||
| 271 GRANT STREET | BUFFALO | NY | 14213 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| AHVMA | |||||||
| PO BOX 630 | ABINGDON | MD | 21009 | NONE | PUBLIC CHARI | CHARITABLE | $3,000 |
| NFJC OF WNY | |||||||
| 360 DELAWARE AVE 106 | BUFFALO | NY | 14202 | NONE | PUBLIC CHARI | CHARITABLE | $1,000 |
| UNITED WAY OF TOMPKINS CO | |||||||
| 313 NORTH AURORA STREET | ITHACA | NY | 14850 | NONE | PUBLIC CHARI | CHARITABLE | $1,500 |
| THEODORE ROOSEVELT MUSEUM | |||||||
| 641 DELAWARE AVENUE | BUFFALO | NY | 14202 | NONE | PUBLIC CHARI | CHARITABLE | $250 |
| THE BOTANICAL GARDENS | |||||||
| 2655 SOUTH PARK AVENUE | BUFFALO | NY | 14218 | NONE | PUBLIC CHARI | CHARITABLE | $300 |
| C & K ARRISON LEGACY FOUNDATION | |||||||
| 35 LINCOLN PARKWAY | BUFFALO | NY | 14222 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| LOTHLORIEN THERAPUTIC RID | |||||||
| 15 REITER ROAD | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| GLIDING STARS | |||||||
| PO BOX 954 | GRAND ISLAND | NY | 14072 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| ROYCROFT CAMPUS CORP | |||||||
| 31 SOUTH GROVE STREET | EAST AURORA | NY | 14052 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| CORNELL UNIVERSITY | |||||||
| COLLEGE OF VETERINARY MED | ITHACA | NY | 14853 | NONE | PUBLIC CHARI | CHARITABLE | $5,000 |
| CANISIUS COLLEGE | |||||||
| 2001 MAIN STREET | BUFFALO | NY | 14208 | NONE | PUBLIC CHARI | CHARITABLE | $10,000 |
| BEGIN AGAIN HORSE RESCUE | |||||||
| PO BOX 28 | HONEOYE | NY | 14472 | NONE | PUBLIC CHARI | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 203080 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $139,044 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23,484 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2106 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $162,528 | ExclusionAmount |
| Related Or Exempt Function Income | 2106 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 164634 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ARRISON FAMILY FOUNDATION | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 500000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL | Category |
| Amount | $4,500 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| CLEMENT ARRISON |
| KAREN ARRISON |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (74 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| ANNALY CAPITAL MGMT REIT-NLY-575 | 2012-07 | PURCHASE | 2012-10 | 9464 | 9755 | -291 |
| AVON PRODUCTS INC-AVP-862 | 2012-10 | PURCHASE | 2012-11 | 13246 | 15002 | -1756 |
| ISHRES BARCLY TIPS ETF-TIP-100 | 2011-12 | PURCHASE | 2012-01 | 11642 | 11738 | -96 |
| PIMCO HIGH INCOME FD-PHK-286 | 2011-09 | PURCHASE | 2012-08 | 3956 | 3498 | 458 |
| PROSHARES SHORT S&P ETF-SH-200 | 2011-10 | PURCHASE | 2012-01 | 7813 | 9318 | -1505 |
| PROSHARES SHORT S&P ETF-SH-100 | 2011-10 | PURCHASE | 2012-01 | 3883 | 4307 | -424 |
| ROYAL BANK CANADA-RY-200 | 2012-07 | PURCHASE | 2012-12 | 12126 | 10345 | 1781 |
| PIMCO HIGH INCOME FD-PHK-524 | 2011-02 | PURCHASE | 2012-08 | 7249 | 6982 | 267 |
| SUN COMMUNITIES INC-SUI-287 | 2011-02 | PURCHASE | 2012-06 | 11273 | 9086 | 2187 |
| 8FHR 3809 4.250 061540-3137A3968-7 | 2011-02 | PURCHASE | 2012-01 | 7000 | 6974 | 26 |
| 8FHR 3809 4.250 061540-3137A7928-4 | 2011-02 | PURCHASE | 2012-02 | 4000 | 3985 | 15 |
| 8FHR 3835 4.500 041540-XXX-XX-XXXX-2 | 2011-04 | PURCHASE | 2012-01 | 2000 | 2000 | |
| 8FHR 3835 4.500 041540-XXX-XX-XXXX-7 | 2011-04 | PURCHASE | 2012-02 | 7000 | 7000 | |
| 8FHR 3835 4.500 041540-XXX-XX-XXXX-1 | 2011-04 | PURCHASE | 2012-03 | 10000 | 10000 | |
| 8FHR 3835 4.500 041540-XXX-XX-XXXX-1 | 2011-04 | PURCHASE | 2012-04 | 13000 | 13000 | |
| 8FHR 3966 4.000 071541-313004921-6 | 2011-12 | PURCHASE | 2012-08 | 6000 | 6000 | |
| 8FHR 3966 4.000 071541-313005951-1 | 2011-12 | PURCHASE | 2012-02 | 1000 | 1000 | |
| 8FHR 3966 4.000 071541-XXX-XX-XXXX-4 | 2011-12 | PURCHASE | 2012-03 | 4000 | 4000 | |
| 8FHR 3966 4.000 071541-XXX-XX-XXXX-1 | 2011-12 | PURCHASE | 2012-04 | 11000 | 11000 | |
| 8FHR 3966 4.000 071541-XXX-XX-XXXX-6 | 2011-12 | PURCHASE | 2012-05 | 6000 | 6000 | |
| 8FHR 3966 4.000 071541-XXX-XX-XXXX-6 | 2011-12 | PURCHASE | 2012-06 | 6000 | 6000 | |
| 8FHR 3966 4.000 071541-XXX-XX-XXXX-4 | 2011-12 | PURCHASE | 2012-07 | 4000 | 4000 | |
| 8FHR 3966 4.000 071541-XXX-XX-XXXX-6 | 2011-12 | PURCHASE | 2012-10 | 6000 | 6000 | |
| 8FHR 3966 4.000 071541-XXX-XX-XXXX-1 | 2011-12 | PURCHASE | 2012-11 | 16000 | 16000 | |
| 8FHR 3966 4.000 071541-XXX-XX-XXXX-9 | 2011-12 | PURCHASE | 2012-12 | 9000 | 9000 | |
| 8FHR 3966 4.000 071541-3137AJ971-3 | 2011-12 | PURCHASE | 2012-01 | 3000 | 3000 | |
| 8FHR 3966 L 4.000.071541-XXX-XX-XXXX-1 | 2011-12 | PURCHASE | 2012-09 | 10000 | 10000 | |
| 8FHR 4023 3.500 111541-3137AM966-1 | 2012-03 | PURCHASE | 2012-06 | 1000 | 1000 | |
| 8FHR 4023 3.500 111541-XXX-XX-XXXX-4 | 2012-03 | PURCHASE | 2012-07 | 4000 | 4000 | |
| 8FHR 4023 3.500 111541-XXX-XX-XXXX-1 | 2012-03 | PURCHASE | 2012-12 | 1000 | 1000 | |
| 8FHR 4061 3.000 021542-3137AR940-2 | 2012-06 | PURCHASE | 2012-07 | 2000 | 2000 | |
| 8FHR 4061 3.000 021542-XXX-XX-XXXX-3 | 2012-06 | PURCHASE | 2012-08 | 3000 | 3000 | |
| 8FHR 4061 3.000 021542-XXX-XX-XXXX-4 | 2012-06 | PURCHASE | 2012-10 | 4000 | 4000 | |
| 8FHR 4061 3.000 021542-XXX-XX-XXXX-4 | 2012-06 | PURCHASE | 2012-11 | 4000 | 4000 | |
| 8FHR 4061 3.000 021542-XXX-XX-XXXX-4 | 2012-06 | PURCHASE | 2012-12 | 4000 | 4000 | |
| 8FHR 4061 L 3.000.021542-XXX-XX-XXXX-4 | 2012-06 | PURCHASE | 2012-09 | 4000 | 4000 | |
| 8FHR 4063 3.000 051542-XXX-XX-XXXX-2 | 2012-06 | PURCHASE | 2012-10 | 2000 | 2000 | |
| 8FHR 4063 3.000 051542-XXX-XX-XXXX-4 | 2012-06 | PURCHASE | 2012-11 | 4000 | 4000 | |
| 8FHR 4063 3.000 051542-XXX-XX-XXXX-2 | 2012-06 | PURCHASE | 2012-12 | 2000 | 2000 | |
| 8FHR 4063 L 3.000.051542-3137AQ934-7 | 2012-06 | PURCHASE | 2012-09 | 7000 | 7000 | |
| FHR 3740 UA 4%111539-3137GARS8-1 | 2011-09 | PURCHASE | 2012-02 | 9497 | 9500 | -3 |
| FNR 11-30 LZ 3.5%042541-31397SLA0-1 | 2012-05 | PURCHASE | 2012-10 | 23674 | 23677 | -3 |
| 8FHR 3763 4.000 011540-XXX-XX-XXXX-4 | 2010-11 | PURCHASE | 2012-11 | 4000 | 4000 | |
| 8FHR 3763 4.000 011540-XXX-XX-XXXX-1 | 2010-11 | PURCHASE | 2012-12 | 10000 | 10001 | -1 |
| 8FHR 3763 L 4.000.011540-XXX-XX-XXXX-1 | 2010-11 | PURCHASE | 2012-10 | 1000 | 1000 | |
| 8FHR 3809 4.250 061540-XXX-XX-XXXX-1 | 2011-02 | PURCHASE | 2012-05 | 10000 | 9963 | 37 |
| 8FHR 3809 4.250 061540-XXX-XX-XXXX-5 | 2011-02 | PURCHASE | 2012-08 | 5000 | 4981 | 19 |
| 8FHR 3809 4.250 061540-XXX-XX-XXXX-7 | 2011-02 | PURCHASE | 2012-07 | 7000 | 6974 | 26 |
| 8FHR 3809 4.250 061540-XXX-XX-XXXX-9 | 2011-02 | PURCHASE | 2012-03 | 9000 | 8967 | 33 |
| 8FHR 3809 4.250 061540-XXX-XX-XXXX-1 | 2011-02 | PURCHASE | 2012-04 | 13000 | 12952 | 48 |
| 8FHR 3809 4.250 061540-XXX-XX-XXXX-8 | 2011-02 | PURCHASE | 2012-06 | 8000 | 7970 | 30 |
| 8FHR 3809 L 4.250.061540-XXX-XX-XXXX-8 | 2011-02 | PURCHASE | 2012-09 | 8000 | 7970 | 30 |
| 8FHR 3835 4.500 041540-XXX-XX-XXXX-1 | 2011-04 | PURCHASE | 2012-05 | 11000 | 11000 | |
| 8FHR 3835 4.500 041540-XXX-XX-XXXX-1 | 2011-04 | PURCHASE | 2012-06 | 16000 | 16000 | |
| 8FHR 3835 4.500 041540-XXX-XX-XXXX-9 | 2011-04 | PURCHASE | 2012-07 | 9000 | 9000 | |
| 8FHR 3835 4.500 041540-XXX-XX-XXXX-9 | 2011-04 | PURCHASE | 2012-08 | 9000 | 9000 | |
| 8FHR 3835 4.500 041540-XXX-XX-XXXX-1 | 2011-04 | PURCHASE | 2012-10 | 12000 | 12000 | |
| 8FHR 3835 4.500 041540-XXX-XX-XXXX-2 | 2011-04 | PURCHASE | 2012-11 | 24000 | 24000 | |
| 8FHR 3835 4.500 041540-XXX-XX-XXXX-1 | 2011-04 | PURCHASE | 2012-12 | 18000 | 18000 | |
| 8FHR 3835 L 4.500.041540-XXX-XX-XXXX-1 | 2011-04 | PURCHASE | 2012-09 | 15000 | 15000 | |
| BAF06-11A10 5.75%0125366-05949TAK5-6 | 2006-01 | PURCHASE | 2012-06 | 85 | 89 | -4 |
| FHR 3755 LA 4%051540-3137A2F89-1 | 2011-01 | PURCHASE | 2012-04 | 2875 | 2001 | 874 |
| FHR 3815 WA 4.5%111540-3137A6EP3-1 | 2011-02 | PURCHASE | 2012-06 | 2716 | 2719 | -3 |
| FHR 3815 WE 4.25%111540-3137A6ET5-7 | 2011-02 | PURCHASE | 2012-06 | 1358 | 1080 | 278 |
| FHR 3832 4.5% 091540-3137A7WH9-10000 | 2011-04 | PURCHASE | 2012-06 | 16748 | 16751 | -3 |
| GNMA 10-42 HB 5%12/20/39-38377EED2-1 | 2010-04 | PURCHASE | 2012-11 | 7422 | 7425 | -3 |
| GNR 09-62 AB 5% 05/20/39-38373AAA4-1 | 2009-08 | PURCHASE | 2012-04 | 1736 | 1739 | -3 |
| GNR 10-31 LU 5% 082039-38376XK28-103 | 2010-03 | PURCHASE | 2012-04 | 4027 | 4031 | -4 |
| GNR 10-61 WB 4.5% 012040-38377FAP6-2 | 2010-05 | PURCHASE | 2012-07 | 24557 | 24572 | -15 |
| GNR 10-84 TD 4% 08/20/39-38374YHR7-1 | 2010-07 | PURCHASE | 2012-11 | 1135 | 1138 | -3 |
| GNR 10-85 UK 4% 05/20/39-38374YRA3-1 | 2010-07 | PURCHASE | 2012-11 | 3201 | 3205 | -4 |
| GNR 10-92 CA 4.5% 052039-38374YDC4-1 | 2010-07 | PURCHASE | 2012-06 | 2017 | 2020 | -3 |
| GNR 11-01E ED 4% 091640-38377TXG1-50 | 2011-02 | PURCHASE | 2012-06 | 2392 | 2271 | 121 |
| GNR 2011 4% 9/20/40-38377TP70-168377 | 2010-01 | PURCHASE | 2012-06 | 1683771 | 1683771 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SAMI 25457479 COMMON STOCK | 548408 | 542995 |
| SAMI 25457479 PREFERRED STOCK | 47977 | 46472 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 236004 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 240452 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SAMI 25457479 CLOSED END FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 120209 | BookValue |
| EOYFMV | 116753 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $3,051 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount |
|---|---|
| STATE FILING FEE | $411 |
| FEDERAL EXCISE TAX | $1,673 |
| FOREIGN TAX | $35 |
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