CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION (EIN 20-3116729)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-18
- IRS object ID
- 202642309349100609
- Schema version
- 2025v4.0
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-18T09:25:52-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201536399 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP J TANTILLO CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 COURT ST STE 910 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203116729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEMENT AND KAREN ARRISON | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLEM | BusinessNameControlTxt |
| Phone | 7168810760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 LINCOLN PARKWAY | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN ARRISON | PersonNm |
| Person Title | PRESIDENT/TR | PersonTitleTxt |
| Phone | 7168810760 | PhoneNum |
| Signature | 2026-07-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP J TANTILLO | PreparerPersonNm |
| PTIN | P01272891 | PTIN |
| Phone | 7168526981 | PhoneNum |
| Preparation | 2026-08-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,391,802 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,430 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,430 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $179,343 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,343 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,370 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,370 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,370 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $240,143 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,143 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $16,450 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $38,259 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,175 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,750 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $70,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,001 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,143 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,205 | CashBOYAmt |
| Cash EOY | $3,285,071 | CashEOYAmt |
| Cash EOYFMV | $3,285,071 | CashEOYFMVAmt |
| US Government Obligations BOY | $64,663 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $117,068 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $106,731 | USGovtObligationsEOYFMVAmt |
| Mortgage Loans BOY | $153,734 | MortgageLoansBOYAmt |
| Other Investments BOY | $3,161,995 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $3,393,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,402,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,391,802 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,393,597 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,402,139 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,393,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,402,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,393,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,402,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,393,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,001 | ExcessRevenueOverExpensesAmt |
| Other Increases | $541 | OtherIncreasesAmt |
| Subtotal | $3,402,139 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,402,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,370 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,338 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,338 | SubtotalAmt |
| Tax Based On Investment Income | $3,338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $838 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN ARRISON | IndividualWithBooksNm |
| Phone | 7168810760 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 LINCOLN PARKWAY | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN ARRISON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 LINCOLN PARKWAY | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/TR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,676,981 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,649,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,326,119 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,326,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,892 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,276,227 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,811 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,811 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,338 | TotalTaxAmt |
| Distributable Before Adj | $160,473 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $160,473 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $160,473 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $161,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,473 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $153,305 | UndistributedIncomePYAmt |
| Qualifying Distributions | $161,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $153,305 | AppliedToYear1Amt |
| Applied To Current Year | $8,195 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $152,278 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN ARRISON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 LINCOLN PARKWAY | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168810760 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||||
| PO BOX 840692 | DALLAS | TX | 75284 | NONE | PC | CHARITABLE | $1,000 | ||
| AMERICAN HOLISTIC VETERINARY | |||||||||
| 10715 CHARTER DR | COLUMBIA | MD | 21044 | NONE | PC | CHARITABLE | $4,000 | MEDICAL FOUNDATION | |
| BEGIN AGAIN HORSE RESCUE | |||||||||
| 2828 PLANK RD | LIMA | NY | 14485 | NONE | PC | CHARITABLE | $1,500 | ||
| BOTANICAL GARDENS | |||||||||
| 2655 SOUTH PARK AVE | BUFFALO | NY | 14218 | NONE | PC | CHARITABLE | $1,000 | ||
| BUFFALO AKG MUSEUM | |||||||||
| 1285 ELMWOOD AVE | BUFFALO | NY | 14222 | NONE | PC | CHARITABLE | $1,500 | ||
| BUFFALO HISTORY MUSEUM | |||||||||
| 1 MUSEUM CT | BUFFALO | NY | 14216 | NONE | PC | CHARITABLE | $1,575 | ||
| BUFFALO NIAGARA WAYERKEEPER | |||||||||
| 721 MAIN ST | BUFFALO | NY | 14203 | NONE | PC | CHARITABLE | $1,000 | ||
| BUFFALO PHILHARMONIC ORCHESTRA | |||||||||
| 786 DELAWARE AVENUE | BUFFALO | NY | 14209 | NONE | PC | CHARITABLE | $31,000 | ||
| BUFFALO SUZUKI STRINGS | |||||||||
| 4 WEBSTER ST 5815 | NORTH TONAWANDA | NY | 14120 | NONE | PC | CHARITABLE | $10,000 | ||
| PC | |||||||||
| 140 LOWER TERRACE ST | BUFFALO | NY | 14202 | NONE | PC | CHARITABLE | $1,500 | ||
| CHAUTAUQUA INSTITUTION | |||||||||
| 1 AMES AVE | CHAUTAUQUA | NY | 14722 | NONE | PC | CHARITABLE | $15,000 | ||
| CHILD AND FAMILY SERVICES | |||||||||
| 330 DELAWARE AVE | BUFFALO | NY | 14202 | NONE | PC | CHARITABLE | $1,000 | ||
| CHIMP HAVEN | |||||||||
| 13600 CHIMPANZEE PL | KEITHVILLE | LA | 71047 | NONE | PC | CHARITABLE | $1,000 | ||
| CLRENCE CHAMBER OF COMMERCE | |||||||||
| 8899 MAIN ST | WILLIAMSVILLE | NY | 14221 | NONE | PC | CHARITABLE | $5,000 | ||
| CORNELL UNIVERSITY | |||||||||
| 410 THURSTON AVENUE | ITHICA | NY | 14850 | NONE | PC | CHARITABLE | $18,000 | ||
| DRAFT GRATITUDE | |||||||||
| 148 ASHUELOT ST | WINCHESTER | NH | 03470 | NONE | PC | CHARITABLE | $3,000 | ||
| FLAUM EYE INSTITUE | |||||||||
| 48 E SOUTH ST | GENESEO | NY | 14454 | NONE | PC | CHARITBALE | $1,000 | SUITE 110 | |
| GENTLE GIANTS DRAFT HORSE RESCUE | |||||||||
| 17250 OLD FREDERICK RD | MT AIRY | MD | 21771 | NONE | PC | CHARITABLE | $2,000 | ||
| GLEN HIGHLAND FARMS | |||||||||
| 6699 FOX CENTRE PKWY | GLOUSTER | VA | 23061 | NONE | PC | CHARITABLE | $5,000 | ||
| HAWK CREEK WILDLIFE CENTER | |||||||||
| 1963 MILL RD | WEST FALLS | NY | 14170 | NONE | PC | CHARITABLE | $1,000 | ||
| HOSPICE FOUNDATION | |||||||||
| 225 COMO PARK BLVD | BUFFALO | NY | 14227 | NONE | PC | CHARITABLE | $1,000 | ||
| KLEINHANS MUSIC HALL | |||||||||
| 3 SYMPHONY CIRCLE | BUFFALO | NY | 14201 | NONE | PC | CHARITABLE | $5,000 | ||
| LAST CHANCE CORRAL | |||||||||
| 5350 OLD US ROUTE 33 | ATHENS | OH | 45701 | NONE | PC | CHARITABLE | $1,000 | ||
| LOLLYPOP FARM | |||||||||
| 99 VICTOR RD | FAIRPORT | NY | 14450 | NONE | PC | CHARITABLE | $1,500 | ||
| MUSICANS EMERGENCY FUND | |||||||||
| 247 WEST 37 STREET | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $5,000 | ||
| NICKEL CITY CANINE RESCUE | |||||||||
| 5635 HARRIS HILL RD | WILLIAMSVILLE | NY | 14221 | NONE | PC | CHARITABLE | $775 | SUITE 6 | |
| PKD FOUNDATION | |||||||||
| 1001 E 101ST TERRACE | KANSAS CITY | MO | 64131 | NON | PC | CHARITABLE | $1,000 | SUITE 220 | |
| PRESERVATION BUFFALO NIAGARA | |||||||||
| 65 NIAGAR SQUARE | BUFFALO | NY | 14202 | NONE | PC | CHARITABLE | $1,000 | ||
| PRESERVATION LEAGUE | |||||||||
| 44 CENTRAL AVE | ALBANY | NY | 12206 | NONE | PC | CHARITABLE | $12,000 | ||
| ROSEMARY FARMS | |||||||||
| 1376 W MAIN ST | SANTA MONICA | CA | 93458 | NONE | PC | CHARITABLE | $1,000 | ||
| SEJONG SOLOISTS | |||||||||
| 187 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PC | CHARITABLE | $5,000 | SUITE 1310 | |
| ST JUDE CHILDREN'S HOSPITAL | |||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $1,000 | ||
| SUBURBAN ADULT SERVICES INC | |||||||||
| 3050 ABBOTT ROAD | ORCHARD PARK | NY | 14127 | NONE | PC | CHARITABLE | $16,150 | ||
| THE SALVATION ARMY | |||||||||
| 960 MAIN STREET | BUFFALO | NY | 14202 | NONE | PC | CHARITABLE | $1,000 | ||
| WINGS FLIGHTS OF HOPE | |||||||||
| 4000 CALIFORNIA RS | ORCHARD PARK | NY | 14127 | NONE | PC | CHARITABLE | $1,000 | ||
| WINGS OF RESCUE | |||||||||
| PO BOX 602030 | SAN DIEGO | CA | 92160 | NONE | PC | CHARITABLE | $1,000 | ||
| ZION LUTHERIN CHURCH | |||||||||
| 9535 CLARENCE CENTER RD | CLARENCE CENTER | NY | 14032 | NONE | PC | CHARITABLE | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,430 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $179,343 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,370 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $240,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,143 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL | CategoryTxt |
| Amt | $16,450 | Amt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $117,068 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $106,731 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|
| SAMI 2545-7479 MUTUAL FUND | AT COST |
| SAMI 5985-2508 MUTUAL FUNDS | AT COST |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $8 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ADJUSTMENTS | Desc |
| Amt | $541 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $38,259 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,175 | Amt |
Comments