TOWER FAMILY FUND INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TOWER FAMILY FUND INC (EIN 20-5848514)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349104015
- Schema version
- 2025v4.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T14:55:45-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 160765486 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMSDEN & MCCORMICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | 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 | 205848514 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWER FAMILY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOWE | BusinessNameControlTxt |
| Phone | 7168563300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDOLPH F TREECE | PersonNm |
| Person Title | ATTORNEY DIRECTOR | PersonTitleTxt |
| Phone | 7168349181 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT P INGRASCI CPA | PreparerPersonNm |
| PTIN | P01417513 | PTIN |
| Phone | 7168563300 | PhoneNum |
| 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 | $53,446,183 | 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 | $33,526 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,526 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,290,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,290,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,185,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,262,696 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,355,263 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,509,284 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,678,825 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $93,164 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,911 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $86,253 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,916 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,458 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,458 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $187,335 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $187,335 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,493 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,386 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $98,574 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,693 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,992 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,216 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $534,474 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $287,999 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $156,211 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,147,895 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,147,895 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,682,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $287,999 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,304,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,173,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,390,826 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $505,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $600,219 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $600,343 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,453,369 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,490,956 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,453,369 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,453,369 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,486,552 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,949,300 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,963,229 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,204,040 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,069,561 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,588,732 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,564,983 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,708,929 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,726,492 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $22,375,906 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,668,986 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,071,333 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,084 | OtherAssetsBOYAmt |
| Other Assets EOY | $42,685 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $42,685 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,666,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,493,049 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,446,183 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $40,666,134 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,493,049 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,666,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,493,049 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,666,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,493,049 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,666,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,173,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,493,049 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,493,049 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $19,235,956 | $14,905,411 | $4,330,545 | $4,330,545 | |
| ALKEON GROWTH PARTNERS II, LP | $23,707 | $23,707 | $23,707 | ||
| ALKEON GROWTH PARTNERS II, LP UBTI | $2,022 | $2,022 | $0 | $0 | P |
| CAPITAL GAINS DIVIDENDS | $1,011 | $1,011 | $1,011 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,355,263 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $74,932 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $74,932 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $74,932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $76,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,068 | OverpaymentAmt |
| Applied To ES Tax | $1,068 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LUMSDEN MCCORMICK LLP | IndividualWithBooksNm |
| Phone | 7168563300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MOLLIE T BYRNES | ||||||||
| 369 FRANKLIN STREET | BUFFALO | NY | 14202 | SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| CYNTHIA T DOYLE | ||||||||
| 369 FRANKLIN STREET | BUFFALO | NY | 14202 | TREASURER, DIRECTOR | 1.00 | $0 | $0 | $0 |
| RANDOLPH F TREECE | ||||||||
| 369 FRANKLIN STREET | BUFFALO | NY | 14202 | ATTY DIRECTOR | 15.00 | $75,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 250 DELAWARE AVENUE SUITE 610 | BUFFALO | NY | 14202 | MANAGEMENT & ADVISORY FEES | $129,583 |
| PILLSBURY WINTHROP SHAW PITTMAN LLP | |||||
| 31 WEST 52ND STREET | NEW YORK | NY | 10019 | LEGAL FEES | $63,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ACCRUED INTEREST ON THE FIELD FUND LOAN | Description1Txt |
| Expenses1 | $3,405 | Expenses1Amt |
| Total | $3,405 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $50,463,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,294,262 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,757,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,757,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $791,365 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,966,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,598,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,598,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74,932 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $63 | IncomeTaxAmt |
| Total Tax | $74,995 | TotalTaxAmt |
| Distributable Before Adj | $2,523,320 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,523,320 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,523,320 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,304,106 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $3,405 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,307,511 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,523,320 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,763,547 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,308,351 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,263,724 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,780,031 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,737,200 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,852,853 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,307,511 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,523,320 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,784,191 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,637,044 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,763,547 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,873,497 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,308,351 | ExcessFromYear4Amt |
| Excess From Year3 | $4,263,724 | ExcessFromYear3Amt |
| Excess From Year2 | $3,780,031 | ExcessFromYear2Amt |
| Excess From Year1 | $5,737,200 | ExcessFromYear1Amt |
| Excess From Current Year | $6,784,191 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 15 LOVE | ||||||
| 785 WASHINGTON AVE | ALBANY | NY | 12206 | PC | GENERAL SUPPORT | $5,000 |
| ACTION INC | ||||||
| 180 MAIN STREET | GLOUCESTER | MA | 01930 | PC | GENERAL SUPPORT | $20,000 |
| ALBANY LAW SCHOOL | ||||||
| 80 NEW SCOTLAND AVE | ALBANY | NY | 12208 | PC | GENERAL SUPPORT | $25,000 |
| ALZHEIMER'S ASSOCIATION- WESTERN NY CHAPTER | ||||||
| 6400 SHERIDAN DRIVE SUITE 320 | AMHERST | NY | 14221 | PC | GENERAL SUPPORT | $10,000 |
| ARTPARK & COMPANY | ||||||
| 450 SOUTH 4TH STREET | LEWISTON | NY | 14092 | PC | ARTPARK BRIDGES PROGRAM | $10,000 |
| ASPCA | ||||||
| 520 8TH AVE 7TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $2,000 |
| BERKLEE | ||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | PC | CITY MUSIC FIVE WEEK SUMMER PERFORMANCE SCHOLARSHIPS | $20,000 |
| BETH ISRAEL LAHEY HOSPITAL CORP | ||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | PC | GREATEST NEEDS FUND FOR BEVERLY HOSPITAL & ADDISON GILBERT SOCIETY FUND | $35,000 |
| BETHEL BAPTIST CHURCH | ||||||
| PO BOX 305 | CAMBRIDGE | MA | 02140 | PC | GENERAL SUPPORT | $10,000 |
| BLACK DIMENSIONS IN ART INC | ||||||
| 31 AMALIA LN | RENSSELAER | NY | 12144 | PC | GENERAL SUPPORT | $5,000 |
| BOYS & GIRLS CLUB OF BUFFALO | ||||||
| 282 BABCOCK STREET | BUFFALO | NY | 14210 | PC | GENERAL SUPPORT | $10,000 |
| BOYS & GIRLS CLUB OF NIAGARA FALLS | ||||||
| 725 17TH STREET | NIAGARA FALLS | NY | 14301 | PC | GENERAL SUPPORT | $10,000 |
| BUFFALO AKG ART MUSEUM | ||||||
| 1285 ELMWOOD AVENUE | BUFFALO | NY | 14222 | PC | GENERAL SUPPORT - INSTALLMENT 1 OF 4 | $250,000 |
| BUFFALO CENTER FOR ARTS AND TECHNOLOGY | ||||||
| 1221 MAIN STREET | BUFFALO | NY | 14209 | PC | GENERAL SUPPORT | $10,000 |
| BUFFALO CITY MISSION | ||||||
| 100 EAST TUPPER STREET | BUFFALO | NY | 14203 | PC | GENERAL SUPPORT | $10,000 |
| BUFFALO PEACE HOUSE | ||||||
| 156 BUFFALO STREET | HAMBURG | NY | 14075 | PC | GENERAL SUPPORT | $10,000 |
| BUFFALO PHILHARMONIC ORCHESTRA | ||||||
| 499 FRANKLIN STREET | BUFFALO | NY | 14202 | PC | GENERAL SUPPORT - INSTALLMENT 1 OF 4 | $250,000 |
| BUFFALO PRENATAL-PERINATAL NETWORK | ||||||
| 703 WASHINGTON STREET | BUFFALO | NY | 14213 | PC | GENERAL SUPPORT | $10,000 |
| BURCHFIELD-PENNEY ART CENTER | ||||||
| 1300 ELMWOOD AVENUE | BUFFALO | NY | 14222 | PC | GENERAL SUPPORT - INSTALLMENT 1 OF 4 | $250,000 |
| CAPE ANN ART HAVEN INC | ||||||
| 20 MAPLEWOOD UNIT 3 | GLOUCESTER | MA | 01930 | PC | GENERAL SUPPORT | $35,000 |
| CAPE ANN MUSEUM | ||||||
| 27 PLEASANT STREET | GLOUCESTER | MA | 01930 | PC | CAPITAL CAMPAIGN FOR MUSEUM IMPROVEMENTS | $25,000 |
| CAPE ANN MUSEUM | ||||||
| 27 PLEASANT STREET | GLOUCESTER | MA | 01930 | PC | GENERAL SUPPORT | $40,000 |
| CAPITAL CITY RESCUE MISSION | ||||||
| 259 SOUTH PEARL ST | ALBANY | NY | 12202 | PC | GENERAL SUPPORT | $5,000 |
| CAPITAL DISTRICT YMCA | ||||||
| 465 NEW KARNER ROAD 2ND FLOOR | ALBANY | NY | 12205 | PC | GENERAL SUPPORT | $10,000 |
| CAPITAL REGION BOYS AND GIRLS CLUB | ||||||
| 21 DELAWARE AVE | ALBANY | NY | 12210 | PC | GENERAL SUPPORT | $25,000 |
| CENTER FOR DISABILITY SERVICES | ||||||
| 314 S MANNING BLVD | ALBANY | NY | 12208 | PC | GENERAL SUPPORT | $20,000 |
| CEPA ART GALLERY | ||||||
| 617 MAIN STREET STE 201 | BUFFALO | NY | 14203 | PC | GENERAL SUPPORT | $10,000 |
| CHILD & FAMILY SERVICES | ||||||
| 844 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | GENERAL SUPPORT | $10,000 |
| CHOATE ROSEMARY HALL | ||||||
| 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | PC | GENERAL SUPPORT | $75,000 |
| CIRCUIT ARTS | ||||||
| 12 MUSIC STREET | WEST TISBURY | MA | 02575 | PC | GENERAL SUPPORT | $50,000 |
| COMMISSION ON ECONOMIC OPPORTUNITY | ||||||
| 2331 5TH AVE | TROY | NY | 12180 | PC | GENERAL SUPPORT | $5,000 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | ||||||
| 727 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14211 | PC | THE BUFFALO TOGETHER FUND | $2,000,000 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | ||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | GENERAL SUPPORT | $10,000 |
| COMMUNITY MISSIONS OF NIAGARA FRONTIER INC | ||||||
| 1570 BUFFALO AVENUE | NIAGARA FALLS | NY | 14303 | PC | GENERAL SUPPORT | $10,000 |
| CONSERVATION LAW FOUNDATION | ||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | PC | GENERAL SUPPORT | $100,000 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | PC | BYRNES FAMILY FUND FOR OLDER ADULT RESEARCH | $110,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $2,000 |
| EARTH CONSERVATION CORPS | ||||||
| 2000 HALF ST | WASHINGTON | DC | 20024 | PC | GENERAL SUPPORT | $50,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION | ||||||
| 500 CUMMINGS CENTER SUITE 5450 | BEVERLY | MA | 01915 | PC | GENERAL SUPPORT | $100,000 |
| EXPLORE & MORE CHILDREN'S MUSEUM | ||||||
| 130 MAIN STREET | BUFFALO | NY | 14202 | PC | GENERAL SUPPORT | $10,000 |
| FEEDMORE WNY | ||||||
| 100 JAMES E CASEY DRIVE | BUFFALO | NY | 14206 | PC | HOME-DELIVERED MEAL PROGRAM | $20,000 |
| FEEDMORE WNY | ||||||
| 100 JAMES E CASEY DRIVE | BUFFALO | NY | 14206 | PC | GENERAL SUPPORT | $10,000 |
| FIFTH AVENUE AME ZION CHURCH | ||||||
| 189 FIFTH AVENUE | TROY | NY | 12180 | PC | GENERAL SUPPORT | $25,000 |
| GEORGETOWN UNIVERSITY | ||||||
| 37TH AND O STS NW | WASHINGTON | DC | 20007 | PC | THE THRIVE CENTER FOR CHILDREN, FAMILIES AND COMMUNITIES | $100,000 |
| GLOUCESTER MARINE GENOMICS INSTITUTE | ||||||
| 417 MAIN STREET | GLOUCESTER | MA | 01930 | PC | GENERAL SUPPORT | $200,000 |
| HAMMOND CASTLE MUSEUM | ||||||
| 80 HESPERUS AVE | GLOUCESTER | MA | 01930 | PC | ERIC PAPE EXHIBITION | $15,000 |
| HARBORLIGHT COMMUNITY PARTNERS DBA HARBORLIGHT HOMES | ||||||
| 285 ELLICOTT ST | BEVERLY | MA | 01915 | PC | GENERAL SUPPORT | $1,000,000 |
| HEALTHY AGING MV | ||||||
| PO BOX 945 | EDGARTOWN | MA | 02539 | PC | GENERAL SUPPORT | $100,000 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | PC | GENERAL SUPPORT | $2,000 |
| HOSPICE FOUNDATION OF WESTERN NEW YORK | ||||||
| 225 COMO PARK BOULEVARD | CHEEKTOWAGA | NY | 14227 | PC | GENERAL SUPPORT | $10,000 |
| ISLAND GROWN INITIATIVE | ||||||
| PO BOX 622 | VINEYARD HAVEN | MA | 02568 | PC | ENDOWMENT FUND | $100,000 |
| ISLAND GROWN INITIATIVE | ||||||
| PO BOX 622 | VINEYARD HAVEN | MA | 02568 | PC | GENERAL SUPPORT | $40,000 |
| ISLAND HOUSING TRUST CORPORATION | ||||||
| PO BOX 779 | WEST TISBURY | MA | 02575 | PC | GENERAL SUPPORT | $5,000 |
| KENAN CENTER | ||||||
| 433 LOCUST STREET | LOCKPORT | NY | 14094 | PC | GENERAL SUPPORT | $10,000 |
| LASINBURGH BOYS AND GIRLS CLUB | ||||||
| 501 4TH AVE | TROY | NY | 12182 | PC | GENERAL SUPPORT | $25,000 |
| LEAP FOR EDUCATION INC | ||||||
| 35 CONGRESS STREET SUITE 102 | SALEM | MA | 01970 | PC | GENERAL SUPPORT | $35,000 |
| LUMINARY IMPACT FUND | ||||||
| 767B PORTOLA ST | SAN FRANCISCO | CA | 94129 | PC | GENERAL SUPPORT | $100,000 |
| MARTHA'S VINEYARD COMMUNITY FOUNDATION | ||||||
| PO BOX 243 | WEST TISBURY | MA | 02575 | PC | GENERAL SUPPORT & THE SAM FELDMAN FUND | $65,000 |
| MARTHA'S VINEYARD HOSPITAL | ||||||
| PO BOX 1477 | OAK BLUFFS | MA | 02557 | PC | WORKFORCE HOUSING GRANT | $1,000,000 |
| MARTHA'S VINEYARD NONPROFIT COLLABORATIVE | ||||||
| PO BOX 1018 | WEST TISBURY | MA | 02575 | PC | GENERAL SUPPORT | $15,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA ST SUITE 540 | BOSTON | MA | 02114 | PC | ARMS RECOVERY COACH PROGRAM & RECOVERY RESEARCH INSTITUTE | $100,000 |
| MEALS ON WHEELS OF NIAGARA FALLS | ||||||
| 4661 PORTER ROAD | NIAGARA FALLS | NY | 14305 | PC | GENERAL SUPPORT | $25,000 |
| MONTSERRAT COLLEGE OF ART | ||||||
| 23 ESSEX STREET | BEVERLY | MA | 01915 | PC | GENERAL SUPPORT | $25,000 |
| MOUNT ST MARY'S HOSPITAL FOUNDATION | ||||||
| 5300 MILITARY ROAD | LEWISTON | NY | 14092 | PC | PROJECTS & INITIATIVES INCLUDING 4 VITAL MONITORS/WHEELIES | $25,000 |
| NEW PROFIT INC | ||||||
| 99 BEDFORD ST STE 500 | BOSTON | MA | 02111 | PC | GENERAL SUPPORT | $100,000 |
| NIAGARA FALLS MEMORIAL MEDICAL CENTER | ||||||
| 621 10TH STREET | NIAGARA FALLS | NY | 14302 | PC | GENERAL SUPPORT | $25,000 |
| NIAGARA HOSPICE | ||||||
| 4675 SUNSET DRIVE | LOCKPORT | NY | 140941231 | PC | GENERAL SUPPORT | $10,000 |
| NIAGARA LUTHERAN HEALTH FOUNDATION | ||||||
| 5959 BROADWAY STREET | LANCASTER | NY | 14086 | PC | LEADERSHIP COUNCIL CAMPAIGN | $50,000 |
| NIAGARA UNIVERSITY | ||||||
| GACIOCH FAMILY CENTER | NIAGARA UNIVERSITY | NY | 14109 | PC | ACADEMIC SUCCESS CENTER | $25,000 |
| NORTHSHORE EDUCATION CONSORTIUM | ||||||
| 112 SOHIER ROAD | BEVERLY | MA | 01915 | PC | GENERAL SUPPORT | $50,000 |
| OPPORTUNITIES COLLABORATIVE FOR STUDENTS WITH SPECIAL NEEDS INC | ||||||
| 2645 SHERIDAN DRIVE | TONAWANDA | NY | 14150 | PC | GENERAL SUPPORT | $50,000 |
| OXFAM AMERICA | ||||||
| 77 N WASHINGTON STREET | BOSTON | MA | 02114 | PC | GENERAL SUPPORT | $2,000 |
| PALACE THEATER | ||||||
| 80 HANOVER ST | MANCHESTER | NH | 03101 | PC | GENERAL SUPPORT | $25,000 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | PC | GENERAL SUPPORT | $2,000 |
| PATHWAYS FOR CHILDREN | ||||||
| 29 EMERSON AVENUE | GLOUCESTER | MA | 01930 | PC | GENERAL SUPPORT | $100,000 |
| PENIKESE ISLAND SCHOOL | ||||||
| 565 WOODS HOLE ROAD | WOODS HOLE | MA | 02543 | PC | GENERAL SUPPORT & GIRLS' SCIENCE AND NATURE SUMMER CAMP | $150,000 |
| PEOPLE INC | ||||||
| 1219 NORTH FOREST ROAD | WILLIAMSVILLE | NY | 14221 | PC | GENERAL SUPPORT; GENERAL SUPPORT - AUTISM SERVICES | $20,000 |
| PETER G YOUNG JR FOUNDATION | ||||||
| 950 NEW LOUDON RD | LATHAM | NY | 12110 | PC | GENERAL SUPPORT | $25,000 |
| PINNACLE COMMUNITY SERVICES | ||||||
| 1522 MAIN STREET | NIAGARA FALLS | NY | 14305 | PC | GENERAL SUPPORT | $30,000 |
| POWER OF PLACE LEARNING COMMUNITIES INC | ||||||
| 2 BURLINGTON WOODS DRIVE SUITE 100 | BURLINGTON | MA | 01803 | PC | LEARNING COMMUNITY PROJECT GRANT | $647,895 |
| RAW ART WORKS INC | ||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | PC | GENERAL SUPPORT | $50,000 |
| RAY OF LIGHT FARM INC | ||||||
| 232 TOWN STREET RTE 82 | EAST HADDAM | CT | 06425 | PC | GENERAL SUPPORT | $2,000 |
| ROCKPORT MUSIC INC | ||||||
| 16 MAIN STREET | ROCKPORT | MA | 01966 | PC | GENERAL SUPPORT | $75,000 |
| ROCKPORT MUSIC INC | ||||||
| 16 MAIN STREET | ROCKPORT | MA | 01966 | PC | JAZZ WORKSHOP AND ANNUAL FUND | $25,000 |
| RONALD MCDONALD HOUSE OF WNY | ||||||
| 780 WEST FERRY STREET | BUFFALO | NY | 14222 | PC | GENERAL SUPPORT | $5,000 |
| SAWYER LIBRARY FOUNDATION | ||||||
| 2 DALE AVENUE | GLOUCESTER | MA | 01930 | PC | GENERAL SUPPORT | $50,000 |
| SCHOONER ADVENTURE | ||||||
| PO BOX 1306 | GLOUCESTER | MA | 01931 | PC | GENERAL SUPPORT | $80,000 |
| SOUTH END CHILDREN'S CAFE | ||||||
| 33 RENSSELAER ST | ALBANY | NY | 12202 | PC | GENERAL SUPPORT | $5,000 |
| STILLPOINT MARTHA'S VINEYARD INC | ||||||
| 49 NORTH ROAD | CHILMARK | MA | 02535 | PC | GENERAL SUPPORT | $55,000 |
| THE FIELD FUND | ||||||
| 49 NORTH ROAD | CHILMARK | MA | 02535 | PC | GENERAL SUPPORT | $50,000 |
| THE NIAGARA ARTS & CULTURAL CENTER (NACC) | ||||||
| 1201 PINE AVENUE | NIAGARA FALLS | NY | 14301 | PC | GENERAL SUPPORT | $15,000 |
| THE OPEN DOOR | ||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | PC | GENERAL SUPPORT | $100,000 |
| THE SALVATION ARMY - BUFFALO AREA SERVICES | ||||||
| 960 MAIN STREET | BUFFALO | NY | 14202 | PC | GENERAL SUPPORT | $10,000 |
| THE SALVATION ARMY - NIAGARA FALLS AREA SERVICES | ||||||
| 7018 BUFFALO AVENUE | NIAGARA FALLS | NY | 14304 | PC | GENERAL SUPPORT | $10,000 |
| THE SALVATION ARMY - SOUTHERN NEW ENGLAND DIVISION | ||||||
| 855 ASYLUM AVE | HARTFORD | CT | 06105 | PC | GENERAL SUPPORT | $2,500 |
| TRINITY ALLIANCE OF THE CAPITAL REGION | ||||||
| 15 TRINITY PLACE | ALBANY | NY | 12202 | PC | GENERAL SUPPORT | $10,000 |
| UNDERGROUND RAILROAD EDUCATION CENTER | ||||||
| 194 LIVINGSTON AVENUE | ALBANY | NY | 12210 | PC | GENERAL SUPPORT | $20,000 |
| UNITED WAY OF BUFFALO & ERIE COUNTY | ||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | GENERAL SUPPORT | $10,000 |
| UNITED WAY OF GREATER NIAGARA | ||||||
| 6420 INDUCON DRIVE WEST SUITE B2 | SANBORN | NY | 14132 | PC | GENERAL SUPPORT | $10,000 |
| UNITY HOUSE OF TROY INC | ||||||
| 2431 SIXTH AVENUE | TROY | NY | 121802227 | PC | GENERAL SUPPORT | $5,000 |
| VINEYARD HOUSE | ||||||
| PO BOX 4599 56 SHORT HILL ROAD | VINEYARD HAVEN | MA | 02568 | PC | GENERAL SUPPORT | $25,000 |
| VINEYARD INDEPENDENCE PARTNERSHIP | ||||||
| PO BOX 1204 | WEST TISBURY | MA | 02575 | PC | GENERAL SUPPORT | $5,000 |
| VISTA LIFE INNOVATIONS INC | ||||||
| 107 BRADLEY ROAD | MADISON | CT | 06443 | PC | KEITH MURPHY MEMORIAL FUND | $500 |
| WALNUT HILL SCHOOL OF THE ARTS | ||||||
| 12 HIGHLAND STREET | NATICK | MA | 01760 | PC | GENERAL SUPPORT, SCHOLARSHIPS | $125,000 |
| WELLSPRING HOUSE INC | ||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | PC | GENERAL SUPPORT | $85,000 |
| YMCA OF MARTHA'S VINEYARD | ||||||
| 111R EDGARTOWN VINEYARD HAVEN RD | VINEYARD HAVEN | MA | 02568 | PC | GENERAL SUPPORT | $200,000 |
| YMCA OF THE NORTH SHORE INC | ||||||
| 200 CUMMINGS CENTER SUITE 173D | BEVERLY | MA | 01915 | PC | GENERAL SUPPORT, SCHOLARSHIPS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,147,895 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BUFFALO AKG ART MUSEUM | ||||||
| 1285 ELMWOOD AVENUE | BUFFALO | NY | 14222 | PC | GENERAL SUPPORT PLEDGE OF $1 MILLION | $750,000 |
| BUFFALO PHILHARMONIC ORCHESTRA | ||||||
| 499 FRANKLIN STREET | BUFFALO | NY | 14202 | PC | GENERAL SUPPORT PLEDGE OF $1 MILLION | $750,000 |
| BURCHFIELD-PENNEY ART CENTER | ||||||
| 1300 ELMWOOD AVENUE | BUFFALO | NY | 14222 | PC | GENERAL SUPPORT PLEDGE OF $1 MILLION | $750,000 |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | ||||||
| 726 EXCHANGE STREET SUITE 1016 | BUFFALO | NY | 14210 | PC | THE BUFFALO TOGETHER FUND - PLEDGE OF $5 MILLION | $3,000,000 |
| ROCKPORT MUSIC INC | ||||||
| 16 MAIN STREET | ROCKPORT | MA | 01966 | PC | SHALIN LIU PERFORMANCE HALL PHASE ONE RENOVATIONS | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,750,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,526 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $238 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,290,036 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,022 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,183,462 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,260 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,507,024 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,509,284 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $36,916 | Amt |
| Net Investment Income | $18,458 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,458 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS #16816 | $1,301,776 | $1,330,386 |
| UBS #16822 | $407,153 | $396,106 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1 SH BERKSHIRE HATHAWAY INC CL A | $227,518 | $754,800 |
| 4,834 SHS M&T BK CORP | $422,298 | $973,954 |
| UBS #26389 | $3,197,532 | $4,420,331 |
| UBS #26390 | $5,222,213 | $7,439,647 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,949,300 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,963,229 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| .068713% INTEREST ALKEON GROWTH PARTNERS II, LLP | AT COST | $533,454 | $844,619 |
| 186,980.151 SHS BLACKSTONE REAL ESTATE CL SP | AT COST | $1,720,127 | $2,641,039 |
| UBS #16816 | AT COST | $1,687,831 | $1,693,284 |
| UBS #16822 | AT COST | $318,702 | $299,270 |
| UBS #16848 | AT COST | $17,320,830 | $28,505,396 |
| UBS #26390 | AT COST | $88,042 | $87,725 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $93,164 | LegalFeesAmt |
| Net Investment Income | $6,911 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $86,253 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST, DIVIDENDS & SALES PROCEEDS RECEIVABLE | $34,795 | $37,722 | $37,722 |
| PREPAID INTEREST | $3,289 | $4,963 | $4,963 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $1,500 | $0 | $1,500 |
| INVESTMENT EXPENSE | $8,054 | $8,054 | $0 |
| ORDINARY LOSS PASSED THROUGH ALKEON GROWTH PARTNERS II, LP | $24,438 | $24,162 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UBS INVESTMENT MANAGEMENT & ADVISORY FEES | $129,583 | $129,583 | $0 |
| 3RD PARTY INVESTMENT MANAGER FEES | $57,752 | $57,752 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $8,693 | $8,693 | $0 |
| FEDERAL EXCISE TAXES | $89,631 | $0 | $0 |
| NY UBI TAX | $250 | $0 | $0 |