CLEMENT AND KAREN ARRISON LEGACY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CLEMENT AND KAREN ARRISON LEGACY FOUNDATION (EIN 26-4663987)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-04
- IRS object ID
- 201240959349100009
- 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
- Other Expenses Schedule
- Substantial Contributors Sch
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 | 264663987 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEMENT AND KAREN ARRISON | BusinessNameLine1 |
| Business Name Line2 | LEGACY 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 | 2012-03-30 | 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 | 849338 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 825989 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1186 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1186 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 1186 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 45 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 45 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 45 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 827220 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1231 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1231 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2250 | AccountingFeesRevAndExpnss |
| Other Expenses Rev And Expnss | 35 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 2285 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3485 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1200 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 823735 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1231 | NetInvestmentIncome |
| Adjusted Net Income | 1231 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 24075 | CashBOY |
| Cash EOY | 727086 | CashEOY |
| Cash EOYFMV | 727086 | CashEOYFMV |
| Investments Mortgage Loans EOY | 120724 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 122252 | InvestmentsMortgageLoansEOYFMV |
| Total Assets BOY | 24075 | TotalAssetsBOY |
| Total Assets EOY | 847810 | TotalAssetsEOY |
| Total Assets EOYFMV | 849338 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 24075 | UnrestrictedBOY |
| Unrestricted EOY | 847810 | UnrestrictedEOY |
| Total Net Assets BOY | 24075 | TotalNetAssetsBOY |
| Total Net Assets EOY | 847810 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 24075 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 847810 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 24075 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 823735 | ExcessOfRevenueOverExpenses |
| Subtotal | 847810 | Subtotal |
| Total Net Assets Fund Balances EOY | 847810 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Noncharitable Assets Year1 | 23751 | NoncharitableAssetsYear1 |
| Net Noncharitable Assets | 484601 | NetNoncharitableAssets |
| One Percent Net Investment Income | 12 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 12 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1200 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 12 | InvestmentIncomeExciseTax |
| Subtotal | 12 | Subtotal |
| Tax Based On Investment Income | 12 | TaxBasedOnInvestmentIncome |
| Tax Due | 12 | 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 |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | PrivateOperatingFoundation |
| New Substantial Contributors | true | 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 (4 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 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| KAREN ARRISON | ||||||||
| 35 LINCOLN PARKWAY | BUFFALO | NY | 14222 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| WILLARD B SAPERSTON | ||||||||
| 172 LAKE STREET | HAMBURG | NY | 14075 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| CATHERINE SCHWEITZER | ||||||||
| 245 MIDDLESEX ROAD | BUFFALO | NY | 14216 | DIRECTOR | 1.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NATURE'S WISDOM FARM IS A HOLISTICE AND INTEGRATIVE WELLNESS LEARNING CENTER. IT IS DEDICATED TO LIFE LONG LEARNING FOR BOTH HUMANS AND ANIMALS. WE ENCOURAGE NATURAL HEALING AND REHABILITATION THROUGH THE USE OF INTEGRATIVE WELLNESS PRACTICES WHICH BRING TOGETHER THE BEST OF ALL HEALING MODALITIES. WE ARE DEDICATED TO IMPROVING THE HUMAN/ANIMAL RELATIONSHIP THROUGH EDUCATIONAL PROGRAMS AND ACTIVITIES THAT PROMOTE A BETTER UNDERSTANDING OF ANIMALS, OUR ENVIORNMENT AND THE WISDOM OF NATURE AND HEALING. POSTURAL SEMINAR AT SPCA OF ERIE COUNTY WITH DR. KAREN GELLAMN, DVM. PHD OF EQUINE SPORTS MEDICINE. COLLABERATION WITH SPCA OF ERIE COUNTY REGARDING TEACHING BARN. PHOTONIC LIGHT THERAPY FOR EQUINE AND CANINE APPLICATIONS INCLUDING PURCHASE OF PHOTONIC (CLASS III COLD LASER)TORCH AND RESEARCH MATERIALS. REAL PROPERTY SEARCH. | Description1 |
| Expenses1 | 35 | Expenses1 |
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 | 53745 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 438236 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 491981 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 491981 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7380 | CashDeemedCharitable |
| Net Noncharitable Assets | 484601 | NetNoncharitableAssets |
| Minimum Investment Return | 24230 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1200 | ExpensesAndContributions |
| Qualifying Distributions | 1200 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 12 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1188 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Undistributed Income Prior Year | 1188 | UndistributedIncomePriorYear |
| Qualifying Distributions | 1200 | QualifyingDistributions |
| Applied To Year1 | 1188 | AppliedToYear1 |
| Remaining Distri From Corpus | 12 | RemainingDistriFromCorpus |
| Total Corpus | 12 | TotalCorpus |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1231 | CurrentYear |
| Total | 1231 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1046 | CurrentYear |
| Total | 1046 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1200 | CurrentYear |
| Total | 1200 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1200 | CurrentYear |
| Total | 1200 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 16153 | CurrentYear |
| Year1 | 792 | Year1 |
| Total | 16945 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESERVATION BUFFALO NIAGARA | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 MAIN STREET | AddressLine1 |
| Address Line2 | SUITE M108 | AddressLine2 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | CHARITABLE | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL | PurposeOfGrantOrContribution |
| Amount | $1,200 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1200 | 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 | $1,186 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $45 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,231 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1231 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | CLEMENT AND KAREN ARRISON | 35 LINCOLN PARKWAY | BUFFALO | NY | 14222 | 800000 | X |
| 2 | CLEMENT ARRISON IRA | 35 LINCOLN PARKWAY | BUFFALO | NY | 14222 | 25989 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $2,250 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| CLEMENT ARRISON |
| KAREN ARRISON |
| WILLARD B SAPERSTON |
| CATHERINE SCHWEITZER |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| REGISTRATION FEES | 35 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | CLEMENT AND KAREN ARRISON | PersonName |
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 |
Comments