CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION (EIN 20-3116729)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-04
- IRS object ID
- 201200959349100105
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-04T13:20:37-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-04-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP J TANTILLO | Name |
| Phone | 7168526981 | Phone |
| Date Prepared | 2012-03-28 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 4231623 | 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 | 130685 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 126060 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10683 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10683 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -10327 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2111744 | GrossSalesPrice |
| Other Income Rev And Expnss | 3042 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3042 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 634083 | TotalRevenueAndExpenses |
| Total Net Investment Income | 139785 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4500 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 2200 | OtherProfFeesRevAndExpnss |
| Taxes Rev And Expnss | 1261 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 7961 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 162650 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 162650 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 170611 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 162650 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 463472 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 139785 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1665346 | CashBOY |
| Cash EOY | 486221 | CashEOY |
| Cash EOYFMV | 486221 | CashEOYFMV |
| Accounts Receivable | 1578 | AccountsReceivable |
| Accounts Receivable BOY | 8 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1578 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1578 | AccountsReceivableEOYFMV |
| Investments Govt Oblig BOY | 314322 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 291560 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 344937 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock EOY | 180487 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 168685 | InvestmentsCorpStockEOYFMV |
| Investments Mortgage Loans BOY | 1699263 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 3182565 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 3230202 | InvestmentsMortgageLoansEOYFMV |
| Total Assets BOY | 3678939 | TotalAssetsBOY |
| Total Assets EOY | 4142411 | TotalAssetsEOY |
| Total Assets EOYFMV | 4231623 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3678939 | RetainedEarningsBOY |
| Retained Earnings EOY | 4142411 | RetainedEarningsEOY |
| Total Net Assets BOY | 3678939 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4142411 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3678939 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4142411 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3678939 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 463472 | ExcessOfRevenueOverExpenses |
| Subtotal | 4142411 | Subtotal |
| Total Net Assets Fund Balances EOY | 4142411 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 132513 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3356813 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.039476 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 126085 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2797015 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045078 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 84352 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2383225 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.035394 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 75097 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1766983 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.042500 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 11644 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1499552 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.007765 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.170213 | TotalDistributionRatio |
| Average Distribution Ratio | 0.034043 | AverageDistributionRatio |
| Net Noncharitable Assets | 4085939 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 139098 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1398 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 140496 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 162650 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1398 | InvestmentIncomeExciseTax |
| Subtotal | 1398 | Subtotal |
| Tax Based On Investment Income | 1398 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 987 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 987 | TotalCreditsAndPayments |
| Tax Due | 411 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
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 |
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 | 10.00 | 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 | 707164 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3440997 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4148161 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4148161 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 62222 | CashDeemedCharitable |
| Net Noncharitable Assets | 4085939 | NetNoncharitableAssets |
| Minimum Investment Return | 204297 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 204297 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1398 | TaxBasedOnInvestmentIncome |
| Total Tax | 1398 | TotalTax |
| Distributable Amount Before Adj | 202899 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 202899 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 202899 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 162650 | ExpensesAndContributions |
| Qualifying Distributions | 162650 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1398 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 161252 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 202899 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 162621 | UndistributedIncomePriorYear |
| Qualifying Distributions | 162650 | QualifyingDistributions |
| Applied To Year1 | 162621 | AppliedToYear1 |
| Applied To Current Year | 29 | AppliedToCurrentYear |
| Undistributed Income CY | 202870 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||||
| 2805 WEHRLE DRIVE | BUFFALO | NY | 14221 | NONE | CHARITABLE | GENERAL | $1,000 | ||
| BUFFALO PHILHARMONIC | |||||||||
| 499 FRANKLIN STREET | BUFFALO | NY | 14202 | NONE | CHARITABLE | GENERAL | $5,000 | ||
| BUFFALO SUZUKI STRINGS | |||||||||
| 4 WEBSTER STREET | NORTH TONAWANDA | NY | 14120 | NONE | CHARITABLE | GENERAL | $10,000 | ||
| GLEN HIGHLAND FARMS | |||||||||
| 217 PEGG ROAD | MORRIS | NY | 13808 | NONE | CHARITABLE | GENERAL | $10,900 | ||
| MOVING MIRACLES | |||||||||
| 954 UNION ROAD | WEST SENECA | NY | 14224 | NONE | CHARITABLE | GENERAL | $11,100 | SUITE 1 | |
| SPCA | |||||||||
| 205 ENSMINGER | TONAWANDA | NY | 14150 | NONE | CHARITABLE | GENERAL | $55,800 | ||
| CHAUTAUQUA INSTITUTEFOUNDATION | |||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | CHARITABLE | GENERAL | $31,500 | ||
| BUFFALO OLMSTED PARKS | |||||||||
| 84 PARKSIDE AVENUE | BUFFALO | NY | 14214 | NONE | CHARITABLE | GENERAL | $350 | ||
| SUBURBAN ADULT SERVICES | |||||||||
| 960 WEST MAPLE STREET | ELMA | NY | 14059 | NONE | CHARITABLE | GENERAL | $2,000 | ||
| NORTHEAST YMCA | |||||||||
| 4433 MAIN STREET | SNYDER | NY | 14226 | NONE | CHARITABLE | GENERAL | $500 | ||
| SALVATION ARMY | |||||||||
| 960 MAIN STREET | BUFFALO | NY | 14202 | NONE | CHARITABLE | GENERAL | $3,000 | ||
| SAVE A PET | |||||||||
| PO BOX 114 | NEWFANE | NY | 14108 | NONE | CHARITABLE | GENERAL | $500 | ||
| HSUS | |||||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | NONE | CHARITABLE | GENERAL | $1,000 | ||
| ST JUDE HOSPITAL | |||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | CHARITABLE | GENERAL | $1,000 | ||
| ASPCA | |||||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | NONE | CHARITABLE | GENERAL | $1,000 | ||
| WNED | |||||||||
| 17 HORIZONS PLAZA | BUFFALO | NY | 14202 | NONE | CHARITABLE | GENERAL | $3,000 | ||
| YWCA | |||||||||
| 1005 GRANT STREET | BUFFALO | NY | 14207 | NONE | CHARITABLE | GENERAL | $500 | ||
| HORSE RESCUE AND SANCTUARY | |||||||||
| PO BOX 432 | YORK | NY | 14592 | NONE | CHARITABLE | GENERAL | $2,000 | ||
| PRESERVATION LEAGUE OF NYS | |||||||||
| 44 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | CHARITABLE | GENERAL | $1,500 | ||
| BUFFALO AND ERIE COUNTY | |||||||||
| 25 NOTTINGHAM COURT | BUFFALO | NY | 14216 | NONE | CHARITABLE | GENERAL | $1,000 | HISTORICAL SOCIETY | |
| BUFFALO SOCIETY OF NATURAL SCIENCE | |||||||||
| 1020 HUMBOLDT PARKWAY | BUFFALO | NY | 14211 | NONE | CHARITABLE | GENERAL | $1,000 | ||
| HERBERT HAUPTMAN ENDOWMENT | |||||||||
| 700 ELLICOTT STREET | BUFFALO | NY | 14203 | NONE | CHARITABLE | GENERAL | $1,000 | ||
| CLEAN AIR COALITION OF WNY | |||||||||
| 341 DELAWARE AVENUE | BUFFALO | NY | 14202 | NONE | CHARITABLE | GENERAL | $10,000 | ||
| THE NATURE CONSERVANCY | |||||||||
| 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | CHARITABLE | GENERAL | $500 | SUITE 100 | |
| CHILD AND FAMILY SERVICES | |||||||||
| 330 DELAWARE AVENUE | BUFFALO | NY | 14202 | NONE | CHARITABLE | GENERAL | $1,000 | ||
| BUFFALO NIAGARA YOUTH CHORUS | |||||||||
| 301 SUNSET TERRACE | ORCHARD PARK | NY | 14127 | NONE | CHARITABLE | GENERAL | $500 | ||
| BUFFALO ZOO | |||||||||
| 300 PARKSIDE AVENUE | BUFFALO | NY | 14214 | NONE | CHARITABLE | GENERAL | $1,000 | ||
| WILDERNESS SOCIETY | |||||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | NONE | CHARITABLE | GENERAL | $500 | ||
| WORLD WILDLIFE FUND | |||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20090 | NONE | CHARITABLE | GENERAL | $1,500 | PO BOX 97180 | |
| GROUNDWORK BUFFALO | |||||||||
| 237 MAIN STREET | BUFFALO | NY | 14203 | NONE | CHARITABLE | GENERAL | $1,500 | SUITE 1200 | |
| PUSH BUFFALO | |||||||||
| 271 GRANT STREET | BUFFALO | NY | 14203 | NONE | CHARITABLE | GENERAL | $1,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 162650 | 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 | $130,685 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,683 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,042 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -10327 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $144,410 | ExclusionAmount |
| Related Or Exempt Function Income | -10327 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 134083 | 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 (46 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| CTPXX-FED CASH TR SER-PRIME | 2010-02 | PURCHASE | 2011-02 | 60000 | 60000 | |
| 31396JZB4-FHR 3144 YA 6% 4/15/36 | 2007-11 | PURCHASE | 2011-05 | 1058 | 1061 | -3 |
| 31397CXW4-FHR 3258 YA 5.5%06/15/36 | 2007-09 | PURCHASE | 2011-09 | 754 | 64 | 690 |
| 31396KT85-FNR 06-90 TX 4%092536 | 2009-05 | PURCHASE | 2011-06 | 26106 | 26109 | -3 |
| 38376FKA9-GNR 09-66 WA 5% 102039 | 2009-08 | PURCHASE | 2011-10 | 1415 | 1419 | -4 |
| 38376FYC0-GNR 09-74 TA 5% 02/20/39 | 2009-10 | PURCHASE | 2011-10 | 1267 | 1271 | -4 |
| 38377TXG1-GNR 11-017 ED 4% 091640 | 2009-01 | PURCHASE | 2011-12 | 1031102 | 1031102 | |
| 3137A0998-3137A0998 | 2011-02 | PURCHASE | 2011-11 | 16000 | 15941 | 59 |
| 3137A1988-3137A1988 | 2011-02 | PURCHASE | 2011-12 | 5000 | 4981 | 19 |
| 3137A6938-3137A6938 | 2011-02 | PURCHASE | 2011-10 | 8000 | 7970 | 30 |
| CTPXX-FED CASH TR SER-PRIME | 2010-03 | PURCHASE | 2011-02 | |||
| CTPXX-FED CASH TR SER-PRIME | 2010-04 | PURCHASE | 2011-02 | 1 | 1 | |
| CTPXX-FED CASH TR SER-PRIME | 2010-05 | PURCHASE | 2011-02 | 1 | 1 | |
| CTPXX-FED CASH TR SER-PRIME | 2010-06 | PURCHASE | 2011-02 | 1 | 1 | |
| CTPXX-FED CASH TR SER-PRIME | 2010-07 | PURCHASE | 2011-02 | 1 | 1 | |
| CTPXX-FED CASH TR SER-PRIME | 2010-08 | PURCHASE | 2011-02 | 1 | 1 | |
| CTPXX-FED CASH TR SER-PRIME | 2010-09 | PURCHASE | 2011-02 | 327616 | 327636 | -20 |
| CTPXX-FED CASH TR SER-PRIME | 2010-09 | PURCHASE | 2011-02 | 1 | 1 | |
| CTPXX-FED CASH TR SER-PRIME | 2010-10 | PURCHASE | 2011-02 | 75000 | 75000 | |
| CTPXX-FED CASH TR SER-PRIME | 2010-10 | PURCHASE | 2011-02 | 4 | 4 | |
| CTPXX-FED CASH TR SER-PRIME | 2010-11 | PURCHASE | 2011-02 | 1 | 1 | |
| CTPXX-FED CASH TR SER-PRIME | 2010-11 | PURCHASE | 2011-02 | 50000 | 50000 | |
| CTPXX-FED CASH TR SER-PRIME | 2010-11 | PURCHASE | 2011-02 | 313663 | 313663 | |
| CTPXX-FED CASH TR SER-PRIME | 2010-12 | PURCHASE | 2011-02 | 5 | 5 | |
| CTPXX-FED CASH TR SER-PRIME | 2011-01 | PURCHASE | 2011-02 | 7 | 7 | |
| CTPXX-FED CASH TR SER-PRIME | 2011-01 | PURCHASE | 2011-02 | 100000 | 100000 | |
| CTPXX-FED CASH TR SER-PRIME | 2011-02 | PURCHASE | 2011-02 | 8 | 8 | |
| 3137A7SC5-FHR 3824 AB 4.5%011540 | 2011-04 | PURCHASE | 2011-12 | 17487 | 17490 | -3 |
| 31393EFE4-FNR 03-79 WD 5% 8/25/33 | 2010-03 | PURCHASE | 2011-02 | 14349 | 14352 | -3 |
| 31398FLD1-FNR 09-78 TB 5% 10/25/39 | 2010-03 | PURCHASE | 2011-02 | 11082 | 11086 | -4 |
| 31398MMV5-FNR 10-13 DA 5% 02/25/40 | 2010-02 | PURCHASE | 2011-01 | 3883 | 3887 | -4 |
| AVK-ADVENT CLAYMORE CONV SEC | 2011-02 | PURCHASE | 2011-12 | 4558 | 5978 | -1420 |
| NAI-AGIC INTL & PERM STRAT | 2011-02 | PURCHASE | 2011-03 | 6713 | 6893 | -180 |
| AINV-APOLLO INVESTMENT CORP | 2011-02 | PURCHASE | 2011-11 | 4560 | 7011 | -2451 |
| AINV-APOLLO INVESTMENT CORP | 2011-07 | PURCHASE | 2011-11 | 1019 | 1356 | -337 |
| AINV-APOLLO INVESTMENT CORP | 2011-07 | PURCHASE | 2011-12 | 1336 | 2169 | -833 |
| AINV-APOLLO INVESTMENT CORP | 2011-08 | PURCHASE | 2011-12 | 3245 | 4021 | -776 |
| BKCC-BLACKROCK KELSO CAPITAL | 2011-02 | PURCHASE | 2011-06 | 5201 | 7013 | -1812 |
| GGN-GABELLI/GAMCO GLBL GOLD NATRL RS | 2011-02 | PURCHASE | 2011-11 | 1973 | 2325 | -352 |
| GGN-GABELLI/GAMCO GLBL GOLD NATRL RS | 2011-02 | PURCHASE | 2011-11 | 1874 | 2344 | -470 |
| OHI-OMEGA HEALTHCARE INVS | 2011-02 | PURCHASE | 2011-11 | 5624 | 6880 | -1256 |
| OHI-OMEGA HEALTHCARE INVS | 2011-08 | PURCHASE | 2011-11 | 2502 | 2493 | 9 |
| PFL-PIMCO INCOME STRATEGY FD | 2011-02 | PURCHASE | 2011-11 | 2340 | 2745 | -405 |
| PFL-PIMCO INCOME STRATEGY FD | 2011-02 | PURCHASE | 2011-11 | 3461 | 4118 | -657 |
| PFL-PIMCO INCOME STRATEGY FD | 2011-02 | PURCHASE | 2011-12 | 126 | 147 | -21 |
| PFL-PIMCO INCOME STRATEGY FD | 2011-09 | PURCHASE | 2011-12 | 3399 | 3515 | -116 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SAPERSTON ASSET MANAGEMENT 2545-7479 | NameOfStock |
| EOY Book Value | 180487 | EOYBookValue |
| EOYFMV | 168685 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 11738 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 11669 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 279822 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 333268 | StateLocalSecuritiesEOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 3042 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3042 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $2,200 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| STATE FILING FEE | $275 |
| FEDERAL EXCISE TAX | $986 |
Comments