WEST FERRY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WEST FERRY FOUNDATION (EIN 13-3715532)
- Tax period
- 2010-12-01 to 2011-11-30
- Filed
- 2012-04-04
- IRS object ID
- 201220959349100007
- Schema version
- 2010v3.7
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-04T11:40:37-05:00 | Timestamp |
| Tax Period End Date | 2011-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIAN A VERGOS & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 352 7TH AVE - SUITE 1501 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133715532 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST FERRY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O ROBERT G WILMERS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 2123502498 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 PARK AVENUE 6TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT G WILMERS | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2012-03-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DORIAN A VERGOS | Name |
| Phone | 2123074800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 11082036 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 324 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 324 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 397110 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 397110 | DividendsNetInvstIncm |
| Other Income Rev And Expnss | 13301 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 410735 | TotalRevenueAndExpenses |
| Total Net Investment Income | 397434 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 6945 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3472 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3472 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 13301 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 750 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 20996 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3472 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3472 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 270000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 270000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 290996 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3472 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 273472 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 119739 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 393962 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 611908 | CashBOY |
| Cash EOY | 731647 | CashEOY |
| Cash EOYFMV | 731647 | CashEOYFMV |
| Investments Corp Stock BOY | 3947475 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3947475 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10350389 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4559383 | TotalAssetsBOY |
| Total Assets EOY | 4679122 | TotalAssetsEOY |
| Total Assets EOYFMV | 11082036 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4559383 | RetainedEarningsBOY |
| Retained Earnings EOY | 4679122 | RetainedEarningsEOY |
| Total Net Assets BOY | 4559383 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4679122 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4559383 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4679122 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4559383 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 119739 | ExcessOfRevenueOverExpenses |
| Subtotal | 4679122 | Subtotal |
| Total Net Assets Fund Balances EOY | 4679122 | TotalNetAssetsFundBalancesEOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gains And Losses | CapitalGainsAndLosses |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 720720 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12009313 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.060013 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 744836 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8501460 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.087613 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 900497 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 13765016 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.065419 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1073554 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 19269448 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055713 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 958569 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 21050720 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045536 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.314294 | TotalDistributionRatio |
| Average Distribution Ratio | 0.062859 | AverageDistributionRatio |
| Net Noncharitable Assets | 12332522 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 775210 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3940 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 779150 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 273472 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7879 | InvestmentIncomeExciseTax |
| Subtotal | 7879 | Subtotal |
| Tax Based On Investment Income | 7879 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13301 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 13301 | TotalCreditsAndPayments |
| Overpayment | 5422 | Overpayment |
| Amount Credited To Next Year | 5422 | 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 |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| 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 |
| States Filed With | NY | StatesFiledWith |
| 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT G WILMERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2123502498 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 PARK AVENUE 6TH FLOOR | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10022 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROBERT G WILMERS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 PARK AVENUE 6TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 5.0 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
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 | 11771002 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 749325 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12520327 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12520327 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 187805 | CashDeemedCharitable |
| Net Noncharitable Assets | 12332522 | NetNoncharitableAssets |
| Minimum Investment Return | 616626 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 616626 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7879 | TaxBasedOnInvestmentIncome |
| Total Tax | 7879 | TotalTax |
| Distributable Amount Before Adj | 608747 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 608747 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 608747 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 273472 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 273472 | QualifyingDistributions |
| Adj Qualifying Distributions | 273472 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 608747 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 219655 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 273472 | QualifyingDistributions |
| Applied To Year1 | 219655 | AppliedToYear1 |
| Applied To Current Year | 53817 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 554930 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 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 |
|---|---|---|---|---|---|---|---|---|
| PREP FOR PREP | ||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $500 | |
| HOSPICE FOUNDATION | ||||||||
| 225 COMO PARK BOULEVARD | BUFFALO | NY | 14227 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $5,000 | |
| BUFFALO PREP | ||||||||
| 18 ACHESON ANNEX | BUFFALO | NY | 14214 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $10,000 | UNIVERSITY AT BUFFALO |
| LINCOLN CENTER THEATER | ||||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $50,000 | |
| IRISH CLASSICAL THEATRE COMPANY | ||||||||
| 625 MAIN STREET | BUFFALO | NY | 14203 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $1,000 | |
| SHAW FESTIVAL FOUNDATION | ||||||||
| PO BOX 628 | LEWISTON | NY | 14092 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $1,500 | |
| THE LEVINE FOUNDATION | ||||||||
| 116 EAST 55TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $10,000 | |
| HARVARD COLLEGE FUND | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $10,000 | |
| HOSPICE FOUNDATION | ||||||||
| 225 COMO PARK BOULEVARD | BUFFALO | NY | 14227 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $5,000 | |
| THE COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $35,000 | |
| THE FRIENDS OF WOODBURN INC | ||||||||
| PO BOX 492 | DOVER | DE | 19903 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $10,000 | |
| EVERSON MUSEUM OF ART | ||||||||
| 401 HARRISON STREET | SYRACUSE | NY | 13202 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $1,000 | |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $25,000 | |
| CRADLE BEACH | ||||||||
| 8038 LAKE SHORE ROAD | ANGOLA | NY | 14006 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $100,000 | |
| SAINT VINCENT HEALTH SYSTEM | ||||||||
| 232 WEST 25 STREET | ERIE | PA | 16544 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $5,000 | |
| ART PARK ANNUAL FUND | ||||||||
| 450 SOUTH FOURTH STREET | LEWISTON | NY | 14092 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 270000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $324 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $397,110 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII | |
| Gain Sales Assets Oth Than Invntry | GainSalesAssetsOthThanInvntry | |
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX REFUND | Description |
| Exclusion | $13,301 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $410,735 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 410735 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | N/A | RelationshipStatement |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX & ACCOUNTING FEES | Category |
| Amount | $6,945 | Amount |
| Net Investment Income | 3472 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3472 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 10,025 SHS M&T BANK | 134335 | 731625 |
| 20,000 SHS M&T BANK | 272000 | 1459600 |
| 20,000 SHS M&T BANK | 576000 | 1459600 |
| 91,800 SHS M&T BANK | 2965140 | 6699564 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NY DEPARTMENT OF LAW | Description |
| Revenue And Expenses Per Books | 750 | RevenueAndExpensesPerBooks |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2009 EXCISE TAX OVERPAYMENT (APPLIED) | Description |
| Revenue And Expenses Per Books | 13301 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX - 2009 O/P APPLIED | Category |
| Amount | $13,301 | Amount |
Comments