CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION (EIN 20-3116729)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-04
- IRS object ID
- 201120949349100202
- Schema version
- 2010v3.2
- 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 Govt Obligations Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-04T12:44:59-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP J TANTILLO | Name |
| Phone | 7168526981 | Phone |
| Date Prepared | 2011-03-23 | DatePrepared |
| 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 | 3721227 | 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 | 100985 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 98672 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 44 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 44 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6386 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2431027 | GrossSalesPrice |
| Total Revenue And Expenses | 607415 | TotalRevenueAndExpenses |
| Total Net Investment Income | 98716 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4000 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 975 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 4975 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 133500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 133500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 138475 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 133500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 468940 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 98716 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1360647 | CashBOY |
| Cash EOY | 1665347 | CashEOY |
| Cash EOYFMV | 1665346 | CashEOYFMV |
| Accounts Receivable | 7 | AccountsReceivable |
| Accounts Receivable EOY | 7 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 7 | AccountsReceivableEOYFMV |
| Investments Govt Oblig EOY | 314322 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 331593 | InvestmentsGovtObligEOYFMV |
| Investments Mortgage Loans BOY | 1849352 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 1699263 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 1724281 | InvestmentsMortgageLoansEOYFMV |
| Total Assets BOY | 3209999 | TotalAssetsBOY |
| Total Assets EOY | 3678939 | TotalAssetsEOY |
| Total Assets EOYFMV | 3721227 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3209999 | RetainedEarningsBOY |
| Retained Earnings EOY | 3678939 | RetainedEarningsEOY |
| Total Net Assets BOY | 3209999 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3678939 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3209999 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3678939 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3209999 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 468940 | ExcessOfRevenueOverExpenses |
| Subtotal | 3678939 | Subtotal |
| Total Net Assets Fund Balances EOY | 3678939 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 126085 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2797015 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045078 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 84352 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2383225 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.035394 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 75097 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1766983 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042500 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 11644 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1499552 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.007765 | DistributionRatioYear4 |
| Noncharitable Assets Year5 | 1462081 | NoncharitableAssetsYear5 |
| Total Distribution Ratio | 0.130737 | TotalDistributionRatio |
| Average Distribution Ratio | 0.032684 | AverageDistributionRatio |
| Net Noncharitable Assets | 3356813 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 109714 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 987 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 110701 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 133500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 987 | InvestmentIncomeExciseTax |
| Subtotal | 987 | Subtotal |
| Tax Based On Investment Income | 987 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 988 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 988 | TotalCreditsAndPayments |
| Overpayment | 1 | Overpayment |
| Amount Credited To Next Year | 1 | 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 | 10.00 | 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 | 2482535 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 925397 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3407932 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 3407932 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 51119 | CashDeemedCharitable |
| Net Noncharitable Assets | 3356813 | NetNoncharitableAssets |
| Minimum Investment Return | 167841 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 167841 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 987 | TaxBasedOnInvestmentIncome |
| Total Tax | 987 | TotalTax |
| Distributable Amount Before Adj | 166854 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 166854 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 166854 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 133500 | ExpensesAndContributions |
| Qualifying Distributions | 133500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 987 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 132513 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 166854 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 129267 | UndistributedIncomePriorYear |
| Qualifying Distributions | 133500 | QualifyingDistributions |
| Applied To Year1 | 129267 | AppliedToYear1 |
| Applied To Current Year | 4233 | AppliedToCurrentYear |
| Undistributed Income CY | 162621 | 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||||
| 2805 WEHRLE DRIVE | BUFFALO | NY | 14221 | NONE | CHARITABLE | GENERAL | $1,000 | |
| BRIARD RESCUE & HAVEN | ||||||||
| 14815 PIONEER RD SW | DEMING | NM | 88030 | NONE | CHARITABLE | GENERAL | $1,000 | |
| BUFFALO PHILHARMONIC | ||||||||
| 499 FRANKLIN STREET | BUFFALO | NY | 14202 | NONE | CHARITABLE | GENERAL | $30,000 | |
| 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 | $6,000 | |
| MOVING MIRACLES | ||||||||
| 327 EMPORIUM AVE | WEST SENECA | NY | 14224 | NONE | CHARITABLE | GENERAL | $10,000 | |
| CORNELL UNIVERSITY | ||||||||
| COLLEGE OF VETERNIARY | ITHACA | NY | 14853 | NONE | CHARITABLE | GENERAL | $50,000 | MEDICINE |
| SPCA | ||||||||
| 205 ENSMINGER | TONAWANDA | NY | 14150 | NONE | CHARITABLE | GENERAL | $5,000 | |
| CHAUTAUQUA INSTITUTE | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | CHARITABLE | GENERAL | $10,000 | |
| BUFFALO OLMSTED PARKS | ||||||||
| 84 PARKSIDE AVENUE | BUFFALO | NY | 14214 | NONE | CHARITABLE | GENERAL | $1,000 | |
| 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 | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | CHARITABLE | GENERAL | $3,000 | |
| SAVE A PET | ||||||||
| 31664 NORTH FAIRFIELD RD | GRAYSLAKE | IL | 60030 | 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 | ||||||||
| 924 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | CHARITABLE | GENERAL | $1,000 | |
| NFJC | ||||||||
| 360 DELAWARE AVENUE | BUFFALO | NY | 14202 | NONE | CHARITABLE | GENERAL | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 133500 | 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 | $100,985 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $44 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 6386 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $101,029 | ExclusionAmount |
| Related Or Exempt Function Income | 6386 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 107415 | 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 | $4,000 | 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 (53 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| 11674.98-05949TAK5-BAF06-11A10 5.75% | 2006-01 | PURCHASE | 2010-12 | 11675 | 11675 | |
| 241728.59-31393WMV8-FHR 2644 DC 5% 7 | 2009-06 | PURCHASE | 2010-09 | 241729 | 241729 | |
| 1300000-31393WMV8-FHR 2644 DC 5% 7/1 | 2009-06 | PURCHASE | 2010-09 | 19123 | 19123 | |
| 119890.18-31394PGB3-FHR 2736 DL 5% 0 | 2009-05 | PURCHASE | 2010-09 | 119890 | 119890 | |
| 500000-31394PGB3-FHR 2736 DL 5% 01/1 | 2009-05 | PURCHASE | 2010-09 | 3195 | 3690 | -495 |
| 10093.4-31395EUZ8-FHR 2844 CE 5.5%03 | 2008-02 | PURCHASE | 2010-05 | 10093 | 10093 | |
| 25000-31395EUZ8-FHR 2844 CE 5.5%03/1 | 2008-02 | PURCHASE | 2010-05 | 1521 | 1245 | 276 |
| 19744.7-31396CV80-FHR 3055 AH 5.25%4 | 2007-02 | PURCHASE | 2010-11 | 19745 | 19745 | |
| 75000-31396CV80-FHR 3055 AH 5.25%4/1 | 2007-02 | PURCHASE | 2010-11 | 1889 | 877 | 1012 |
| 91212.6-31396ER65-FHR 3064 NA 5.75% | 2005-11 | PURCHASE | 2010-07 | 91213 | 91213 | |
| 500000-31396ER65-FHR 3064 NA 5.75% 1 | 2005-11 | PURCHASE | 2010-07 | 5195 | 5195 | |
| 9467.51-31396JZB4-FHR 3144 YA 6% 4/1 | 2007-11 | PURCHASE | 2010-12 | 9468 | 9468 | |
| 11493.77-31397E7K5-FHR 3255 KG 5.5%1 | 2007-09 | PURCHASE | 2010-02 | 11494 | 11494 | |
| 103000-31397E7K5-FHR 3255 KG 5.5%10/ | 2007-09 | PURCHASE | 2010-02 | 11566 | 11568 | -2 |
| 27678.71-31397CWT2-FHR 3258 GA 5.5% | 2008-02 | PURCHASE | 2010-11 | 27679 | 27678 | 1 |
| 58000-31397CWT2-FHR 3258 GA 5.5% 5/1 | 2008-02 | PURCHASE | 2010-11 | 2215 | 2215 | |
| 18577.55-31397CXW4-FHR 3258 YA 5.5%0 | 2007-09 | PURCHASE | 2010-12 | 18578 | 18578 | |
| 1348.81-31397KH46-FHR 3363 MA 6% 06/ | 2007-09 | PURCHASE | 2010-03 | 1349 | 1349 | |
| 56000-31397KH46-FHR 3363 MA 6% 06/15 | 2007-09 | PURCHASE | 2010-03 | 9444 | 9447 | -3 |
| 1873.71-31397KSC6-FHR 3370 GA 6% 04/ | 2007-10 | PURCHASE | 2010-03 | 1874 | 1874 | |
| 50000-31397KSC6-FHR 3370 GA 6% 04/15 | 2007-10 | PURCHASE | 2010-03 | 8779 | 8782 | -3 |
| 123934.38-31398EXM1-FHR 3550 YG 5%06 | 2009-09 | PURCHASE | 2010-11 | 123934 | 123934 | |
| 154788-31398EXM1-FHR 3550 YG 5%06153 | 2009-09 | PURCHASE | 2010-11 | 5514 | 5515 | -1 |
| 27149.51-31394BF25-FNR 04-101 CA 5.5 | 2007-02 | PURCHASE | 2010-12 | 27150 | 27150 | |
| 190000-31394BF25-FNR 04-101 CA 5.5%1 | 2007-02 | PURCHASE | 2010-12 | 1737 | 1737 | |
| 2530.04-31395DF61-FNR 06-43 WA 6% 11 | 2006-05 | PURCHASE | 2010-04 | 2530 | 2530 | |
| 75000-31395DF61-FNR 06-43 WA 6% 11/2 | 2006-05 | PURCHASE | 2010-04 | 562 | 566 | -4 |
| 336057.43-31396KT85-FNR 06-90 TX 4%0 | 2009-05 | PURCHASE | 2010-12 | 336057 | 336057 | |
| 6421.22-31396X5Y6-FNR 07-111 GM5.75% | 2007-11 | PURCHASE | 2010-05 | 6421 | 6421 | |
| 44000-31396X5Y6-FNR 07-111 GM5.75%03 | 2007-11 | PURCHASE | 2010-05 | 7118 | 7121 | -3 |
| 37695.02-31396VYK8-FNR 07-40 MA 5.75 | 2007-05 | PURCHASE | 2010-10 | 37695 | 37695 | |
| 100000-31396VYK8-FNR 07-40 MA 5.75%0 | 2007-05 | PURCHASE | 2010-10 | 1773 | 1776 | -3 |
| 96640-31398FLC3-FNR 09-78 TA 5% 06/2 | 2009-09 | PURCHASE | 2010-11 | 96640 | 96640 | |
| 110000-31398FLC3-FNR 09-78 TA 5% 06/ | 2009-09 | PURCHASE | 2010-12 | 5001 | 5003 | -2 |
| 11564.91-38375JCP8-GNR 07-2 AC 5.5%0 | 2007-02 | PURCHASE | 2010-06 | 11565 | 11565 | |
| 86000-38375JCP8-GNR 07-2 AC 5.5%01/2 | 2007-02 | PURCHASE | 2010-06 | 280 | 283 | -3 |
| 5883.3-38375JCX1-GNR 07-2 BA 5.5% 6/ | 2007-02 | PURCHASE | 2010-04 | 5883 | 5883 | |
| 50000-38375JCX1-GNR 07-2 BA 5.5% 6/2 | 2007-02 | PURCHASE | 2010-04 | 185 | 188 | -3 |
| 58828.19-38373AAA4-GNR 09-62 AB 5% 0 | 2009-08 | PURCHASE | 2010-12 | 58828 | 58828 | |
| 112122.1-38376FKA9-GNR 09-66 WA 5% 1 | 2009-08 | PURCHASE | 2010-12 | 112122 | 112122 | |
| 37405.04-38376FYC0-GNR 09-74 TA 5% 0 | 2009-10 | PURCHASE | 2010-12 | 37405 | 37405 | |
| 44750.81-31394GCZ4-FHR 2647 HJ 5% 10 | 2009-05 | PURCHASE | 2010-03 | 44751 | 44751 | |
| 102000-31394GCZ4-FHR 2647 HJ 5% 10/1 | 2009-05 | PURCHASE | 2010-03 | 12985 | 13243 | -258 |
| 206299.28-31395MXR5-FHR 2938 Z 5%021 | 2010-02 | PURCHASE | 2010-11 | 206299 | 206299 | |
| 1500000-31395MXR5-FHR 2938 Z 5%02153 | 2010-02 | PURCHASE | 2010-11 | 198885 | 193005 | 5880 |
| 208.12-3137A3J67-FHR 3751 UA 4% 0215 | 2010-11 | PURCHASE | 2010-12 | 208 | 208 | |
| 60123.55-31393EFE4-FNR 03-79 WD 5% 8 | 2010-01 | PURCHASE | 2010-12 | 60124 | 60124 | |
| 35535.23-31398FLD1-FNR 09-78 TB 5% 1 | 2010-01 | PURCHASE | 2010-12 | 35535 | 35535 | |
| 250000-31398MML7-FNR 10-13 CB 5% 03/ | 2010-02 | PURCHASE | 2010-12 | 250000 | 250003 | -3 |
| 76116.52-31398MMV5-FNR 10-13 DA 5% 0 | 2010-02 | PURCHASE | 2010-12 | 76117 | 76117 | |
| 16199.77-38374YHR7-GNR 10-84 TD 4% 0 | 2010-07 | PURCHASE | 2010-12 | 16200 | 16200 | |
| 10631.47-38374YRA3-GNR 10-85 UK 4% 0 | 2010-07 | PURCHASE | 2010-12 | 10631 | 10631 | |
| 13177.6-38374YDC4-GNR 10-92 CA 4.5% | 2010-07 | PURCHASE | 2010-12 | 13178 | 13178 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 314322 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 331593 | StateLocalSecuritiesEOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $975 | Amount |
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