PETER & ELIZABETH C TOWER FOUNDATION TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PETER & ELIZABETH C TOWER FOUNDATION TR (EIN 16-6350753)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202421299349101952
- Schema version
- 2023v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T09:19:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 166350753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PETER AND ELIZABETH C TOWER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 7166890370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2351 NORTH FOREST ROAD 106 | AddressLine1Txt |
| City | GETZVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 140681225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY A SAWICKI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7166890370 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRACY | PersonFirstNm |
| Person Last | SAWICKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT P INGRASCI CPA | PreparerPersonNm |
| PTIN | P01417513 | PTIN |
| Phone | 7168563300 | PhoneNum |
| Preparation | 2024-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $149,566,276 | 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 | $150,556 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $150,556 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,254,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,254,637 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,990,568 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,197,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,328,583 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35,211 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,431,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,733,776 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $341,909 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $291,909 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $601,496 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $601,496 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $126,010 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $126,010 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,123,105 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $805 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,122,300 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,439 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,219 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,220 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,009,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $250,012 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $759,483 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $30,042 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $29,943 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $232,739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,483 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $59,756 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,681 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $85,920 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $85,920 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $72,147 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $72,147 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,000 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,000 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $152,623 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54,600 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $97,842 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,838,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $435,062 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,249,083 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,675,243 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,675,243 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,513,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $435,062 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,924,326 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,082,742 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,298,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $679,678 | CashBOYAmt |
| Cash EOY | $172,724 | CashEOYAmt |
| Cash EOYFMV | $172,724 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,295,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,521,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,521,943 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $12,958,997 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,410,385 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,831,074 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,453,283 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,140,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,881,664 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,728,760 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,979,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,788,084 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $83,013,423 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $83,639,268 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $105,072,296 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $211,032 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $204,456 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,459 | LandBOYAmt |
| Land EOY | $6,576 | LandEOYAmt |
| Land EOYFMV | $6,576 | LandEOYFMVAmt |
| Other Assets BOY | $111,874 | OtherAssetsBOYAmt |
| Other Assets EOY | $291,915 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $291,915 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $127,248,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,162,764 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $149,566,276 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $18,008 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,443 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,008 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,443 | 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 | $127,230,063 | RetainedEarningBOYAmt |
| Retained Earning EOY | $123,147,321 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $127,230,063 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,147,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $127,248,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,162,764 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $127,230,063 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,082,742 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $123,147,321 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $123,147,321 | 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 | $23,279,743 | $18,285,447 | $4,994,296 | $4,994,296 | |
| ALKEON GROWTH PARTNERS II | $2,748,750 | $3,583,113 | -$834,363 | -$834,363 | P |
| ALKEON GROWTH PARTNERS II UBTI | $0 | $0 | |||
| CAPITAL GAINS DIVIDENDS | $168,650 | $168,650 | $168,650 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,328,583 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101,452 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $101,452 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $101,452 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $82,048 | 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 | $82,048 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $19,404 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | WWW.THETOWERFOUNDATION.ORG | 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 (12 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 TOWER BYRNES | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CYNTHIA T DOYLE | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROBERT M DOYLE | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JOHN H BYRNES | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TRACY SAWICKI | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | EXECUTIVE DIRECTOR | 40.00 | $200,909 | $22,121 | $2,840 |
| DONNA OWENS | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $12,000 | $0 | $0 |
| DAVID M WELBOURN | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $14,000 | $0 | $0 |
| JAMES H WEISS | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $12,500 | $0 | $0 |
| PETER T BYRNES | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MOLLIE M DOYLE | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RANDOLPH TREECE | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | ATTORNEY TRUSTEE | 30.00 | $100,000 | $0 | $0 |
| MARIE CANNON | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $2,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD W MATTESON | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 140681225 | CHIEF PROGRAM OFF. | 40.00 | $122,447 | $23,089 | $880 |
| CHARLES E COLSTON JR | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 140681225 | PROGRAM OFF. | 40.00 | $99,798 | $22,722 | $2,600 |
| NICHOLAS G RANDELL | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 140681225 | PROGRAM OFF. | 40.00 | $100,107 | $18,506 | $1,781 |
| MEGAN T MACDAVEY | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 140681225 | PROGRAM OFF. | 40.00 | $93,662 | $2,809 | $2,600 |
| KATHLEEN E ANDRIACCIO | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 140681225 | FINANCE DIRECTOR | 40.00 | $87,986 | $2,636 | $2,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PILLSBURY WINTHROP SHAW PITTMAN LLP | |||||
| 31 WEST 52ND STREET | NEW YORK | NY | 10019 | LEGAL FEES | $882,961 |
| FULL FRAME COMMUNICATIONS LLC | |||||
| 43 SHAW ROAD | BELMONT | MA | 02478 | CONSULTING | $228,888 |
| BARCLAY DAMON LLP | |||||
| 200 DELAWARE AVE SUITE 1200 | BUFFALO | NY | 14202 | LEGAL FEES | $142,877 |
| WILMINGTON TRUST | |||||
| 1100 NORTH MARKET STREET | WILMINGTON | DE | 198900001 | INVSTMT ADVSRY, CUSTODIAN, RPRTG FEES | $140,856 |
| AMHERST H WILDER FOUNDATION | |||||
| 41 LEXINGTON PARKWAY NORTH | SAINT PAUL | MN | 55104 | CONSULTING | $112,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $140,846,655 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,651,297 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $144,497,952 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $144,497,952 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,167,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $142,330,483 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,116,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,116,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101,452 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101,452 | TotalTaxAmt |
| Distributable Before Adj | $7,015,072 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $35,211 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,050,283 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,050,283 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,924,326 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,798 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $10,928,124 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,050,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,362,188 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,024,011 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,898,944 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,805,183 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,902,397 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,992,723 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,928,124 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,050,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,877,841 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,870,564 | 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 | $2,362,188 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,508,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,024,011 | ExcessFromYear4Amt |
| Excess From Year3 | $1,898,944 | ExcessFromYear3Amt |
| Excess From Year2 | $1,805,183 | ExcessFromYear2Amt |
| Excess From Year1 | $2,902,397 | ExcessFromYear1Amt |
| Excess From Current Year | $3,877,841 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRACY A SAWICKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2351 NORTH FOREST ROAD SUITE 106 | AddressLine1Txt |
| City | GETZVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 140681225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7166890370 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT LETTER OF INQUIRY REGARDING PROGRAM/PROJECT THAT QUALIFIES, PER GRANT GUIDELINES ON WEBSITE. IF PROPOSAL IS SELECTED FOR CONSIDERATION, A FULL GRANT APPLICATION MUST BE COMPLETED. GRANT APPLICATIONS ARE BY REQUEST ONLY AND MUST BE SUBMITTED DIRECTLY TO THE FOUNDATION. THE FOUNDATION ACCEPTS APPLICATIONS OVER ITS WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS DUE 2/1/23 AND 8/2/23. | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOUR DISTINCT FUNDING CATEGORIES: LEARNING DISABILITIES, INTELLECTUAL DISABILITIES, MENTAL HEALTH AND SUBSTANCE USE DISORDER. EACH CATEGORY HAS ITS OWN OBJECTIVE, TARGET POPULATION, AND FUNDING PRIORITIES. AWARDS MAY NOT BE USED FOR THE PRIVATE BENEFIT OF ANY GRANT RECIPIENT, ATTEMPT TO INFLUENCE LEGISLATION, OR ATTEMPT TO INFLUENCE OR INTERVENE IN ANY POLITICAL CAMPAIGN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (182 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESSIBLE ACADEMICS USA INC | ||||||||
| 19 SEGSBURY RD | WILLIAMSVILLE | NY | 14221 | NONE | PC | CHARITABLE | $23,500 | |
| ACCESS OF WNY INC | ||||||||
| 609 RIDGE ROAD SUITE 210 | LACKAWANNA | NY | 14218 | NONE | PC | CHARITABLE | $15,670 | |
| ACTION INC | ||||||||
| 180 MAIN STREET | GLOUCESTER | MA | 01930 | NONE | PC | CHARITABLE | $10,000 | |
| ALBANY LAW SCHOOL | ||||||||
| 80 NEW SCOTLAND AVENUE | ALBANY | NY | 12208 | NONE | PC | CHARITABLE | $5,000 | |
| ALCOHOLISM COUNCIL IN NIAGARA COUNTYNORTHPOINTE COUNCIL INC | ||||||||
| 800 MAIN STREET SUITE 2A | NIAGARA FALLS | NY | 14301 | NONE | PC | CHARITABLE | $60,650 | |
| AWARENESS PROJECT (THE) | ||||||||
| 11 ORCHARD WAY | SANDWICH | MA | 02563 | NONE | PC | CHARITABLE | $4,000 | |
| A PLACE FOR JAZZ LTD | ||||||||
| PO BOX 1059 | SCHENECTADY | NY | 12301 | NONE | PC | CHARITABLE | $5,000 | |
| BACK TO BASICS OUTREACH MINISTRIES INC | ||||||||
| 1370 WILLIAM STREET | BUFFALO | NY | 14206 | NONE | PC | CHARITABLE | $25,000 | |
| BACKYARD GROWERS | ||||||||
| 103R MAPLEWOOD AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | CHARITABLE | $15,000 | |
| BATES COLLEGE | ||||||||
| 2 ANDREWS ROAD | LEWISTON | ME | 04240 | NONE | PC | CHARITABLE | $10,000 | |
| BEHAVIORAL HEALTH INNOVATORS INC | ||||||||
| PO BOX 583 90 MORTON ROAD | S CHATHAM | MA | 02659 | NONE | PC | CHARITABLE | $75,000 | |
| BERKLEE COLLEGE OF MUSIC | ||||||||
| 1140 BOYLSTON STREET RM 6 E | BOSTON | MA | 02115 | NONE | PC | CHARITABLE | $10,000 | |
| BEVERLY CHILDREN'S LEARNING CENTER INC | ||||||||
| 550 CABOT STREET | BEVERLY | MA | 019156108 | NONE | PC | CHARITABLE | $24,210 | |
| BEYOND SUPPORT NETWORK | ||||||||
| 2495 MAIN STREET SUITE 342 | BUFFALO | NY | 14214 | NONE | PC | CHARITABLE | $53,500 | |
| B FREE WELLNESS INC | ||||||||
| 326 MAIN STREET | HYANNIS | MA | 02601 | NONE | PC | CHARITABLE | $57,786 | |
| BISHOP TIMON ST JUDE HIGH SCHOOL | ||||||||
| 601 MCKINLEY PARKWAY | BUFFALO | NY | 14220 | NONE | PC | CHARITABLE | $4,100 | |
| BLUESKIES BEHAVIORAL HEALTH SERVICES INC | ||||||||
| 232 PLEASANT STREET STE 4 4 | METHUEN | MA | 01844 | NONE | PC | CHARITABLE | $25,000 | |
| BORNHAVA THE SPECIALIZED EARLY CHILDHOOD CENTER OF WNY INC | ||||||||
| 25 CHATEAU TERRACE | AMHERST | NY | 14226 | NONE | PC | CHARITABLE | $20,500 | |
| BOYS & GIRLS CLUB OF THE CAPITAL REGION | ||||||||
| 1700 SEVENTH AVENUE | TROY | NY | 12180 | NONE | PC | CHARITABLE | $5,000 | |
| BOYS & GIRLS CLUBS OF BUFFALO INC | ||||||||
| 282 BABCOCK STREET | BUFFALO | NY | 14210 | NONE | PC | CHARITABLE | $38,810 | |
| BRIDGES FROM BORDERSINC | ||||||||
| 76 STONEBRIDGES DRIVE | EAST AMHERST | NY | 14051 | NONE | PC | CHARITABLE | $120,740 | |
| BRIGHAM & WOMEN'S HOSPITAL | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | CHARITABLE | $10,000 | |
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER INC | ||||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | NONE | PC | CHARITABLE | $333,334 | |
| BUFFALO CENTER FOR ARTS AND TECHNOLOGY | ||||||||
| 1221 MAIN STREET | BUFFALO | NY | 14209 | NONE | PC | CHARITABLE | $40,943 | |
| BUFFALO CREEK ACADEMY CHARTER SCHOOL | ||||||||
| 528 SOUTH PARK AVE | BUFFALO | NY | 14204 | NONE | PC | CHARITABLE | $30,000 | |
| BUFFALO FEDERATION OF NEIGHBORHOOD CENTERS | ||||||||
| 97 LEMON STREET | BUFFALO | NY | 14204 | NONE | PC | CHARITABLE | $70,000 | |
| BUFFALO NIAGARA WATERKEEPER | ||||||||
| 721 MAIN STREET | BUFFALO | NY | 14203 | NONE | PC | CHARITABLE | $500 | |
| BUFFALO PREP INC | ||||||||
| 3485 MAIN ST 105 ALLEN HALL | BUFFALO | NY | 14214 | NONE | PC | CHARITABLE | $13,000 | UNIVERSITY AT BUFFALO SOUTH CAMPUS |
| BUFFALO STATE COLLEGE FOUNDATION INC | ||||||||
| 1300 ELMWOOD CLE 304 | BUFFALO | NY | 14222 | NONE | PC | CHARITABLE | $1,500 | |
| BUFFALO STRING WORKS | ||||||||
| PO BOX 195 | BUFFALO | NY | 14213 | NONE | PC | CHARITABLE | $37,104 | |
| BUFFALO - TORONTO PUBLIC MEDIA | ||||||||
| PO BOX 1263 | BUFFALO | NY | 142401263 | NONE | PC | CHARITABLE | $40,000 | |
| CALMER CHOICE | ||||||||
| 23F WEST BAY ROAD | OSTERVILLE | MA | 02655 | NONE | PC | CHARITABLE | $106,200 | |
| CAPE ANN MUSEUM | ||||||||
| 27 PLEASANT STREET | GLOUCESTER | MA | 01930 | NONE | PC | CHARITABLE | $40,000 | |
| CAPE COD CHILDREN'S PLACE | ||||||||
| 10 BALLWIC ROAD PO BOX 1935 PO BOX | NORTH EASTHAM | MA | 02651 | NONE | PC | CHARITABLE | $40,000 | 1935 |
| CAPE COD TOY LIBRARY INC | ||||||||
| PO BOX 555 | E HARWICH | MA | 02645 | NONE | PC | CHARITABLE | $50,000 | |
| CAPE COD VILLAGE CENTER FOR DEVELOPMENTAL DISABILITIES | ||||||||
| 19 CHILDS HOMESTEAD ROAD | ORLEANS | MA | 02653 | NONE | PC | CHARITABLE | $26,566 | |
| CAPITAL DISTRICT YMCA | ||||||||
| 465 KARNER ROAD | ALBANY | NY | 12205 | NONE | PC | CHARITABLE | $2,500 | |
| CARE MANAGEMENT COALITION OF WESTERN NEW YORK INC | ||||||||
| 1021 BROADWAY | BUFFALO | NY | 14212 | NONE | PC | CHARITABLE | $89,989 | |
| CCB FOUNDATION | ||||||||
| 27 HIGHVIEW RD | ROCKPORT | MA | 01966 | NONE | PC | CHARITABLE | $67,500 | |
| CENTERBOARD INC | ||||||||
| 16 CITY HALL SQUARE | LYNN | MA | 01901 | NONE | PC | CHARITABLE | $33,333 | |
| CENTER FOR PUBLIC REPRESENTATION | ||||||||
| 22 GREEN STREET | NORTHAMPTON | MA | 01060 | NONE | PC | CHARITABLE | $153,180 | |
| CENTER FOR SELF ADVOCACY | ||||||||
| 1021 BROADWAY | BUFFALO | NY | 14212 | NONE | PC | CHARITABLE | $22,800 | |
| CENTRO CULTURALE ITALIANO DI BUFFALO INC | ||||||||
| 2351 DELAWARE AVENUE | BUFFALO | NY | 14216 | NONE | PC | CHARITABLE | $500 | |
| CHESTNUT RIDGE CONSERVANCY | ||||||||
| PO BOX 1376 | ORCHARD PARK | NY | 14127 | NONE | PC | CHARITABLE | $500 | |
| CHILMARK COMMUNITY CENTER | ||||||||
| PO BOX 29 | CHILMARK | MA | 02535 | NONE | PC | CHARITABLE | $2,500 | |
| CITY OF GLOUCESTER HEALTH DEPARTMENT | ||||||||
| 3 POND ROAD CITY HALL ANNEX | GLOUCESTER | MA | 01930 | NONE | PC | CHARITABLE | $150,000 | |
| CITY OF NEWBURYPORT | ||||||||
| CITY HALL 60 PLEASANT STREET | NEWBURYPORT | MA | 01950 | NONE | CITY GOVERNMENT | CHARITABLE | $142,510 | |
| COMMUNITY FOUNDATION FOR NANTUCKET | ||||||||
| 9 BAYBERRY COURT UNIT B | NANTUCKET | MA | 02554 | NONE | PC | CHARITABLE | $150,000 | |
| COMMUNITY SERVICES FOR EVERY1 | ||||||||
| 180 OAK STREET | BUFFALO | NY | 14203 | NONE | PC | CHARITABLE | $25,000 | |
| COMPEER WEST INC | ||||||||
| 1179 KENMORE AVENUE | BUFFALO | NY | 14217 | NONE | PC | CHARITABLE | $40,000 | |
| CONSERVATION LAW FOUNDATION | ||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | NONE | PC | CHARITABLE | $10,000 | |
| COUNTY OF DUKES COUNTY | ||||||||
| VINEYARD HEALTH CARE ACCESS PROGRAM | W TISBURY | MA | 02575 | NONE | COUNTY GOVERNMENT | CHARITABLE | $10,000 | PO BOX 1298 |
| CRADLE BEACH INC | ||||||||
| 8038 OLD LAKESHORE ROAD | ANGOLA | NY | 14006 | NONE | PC | CHARITABLE | $33,920 | |
| DANCEABILITY INC | ||||||||
| 2365 GEORGE URBAN BOULEVARD | DEPEW | NY | 14043 | NONE | PC | CHARITABLE | $10,152 | |
| DEVELOPMENTAL DISABILITIES ALLIANCE OF WESTERN NEW YORK | ||||||||
| 1219 NORTH FOREST ROAD | WILLIAMSVILLE | NY | 14221 | NONE | PC | CHARITABLE | $25,000 | |
| DUFFY HEALTH CENTER | ||||||||
| 94 MAIN ST | HYANNIS | MA | 02601 | NONE | PC | CHARITABLE | $500 | |
| EAST AURORA FARMERS MARKET INC | ||||||||
| 408 QUAKER ROAD PO BOX 953 | EAST AURORA | NY | 14052 | NONE | PC | CHARITABLE | $1,000 | |
| EAST HOUSE | ||||||||
| 259 MONROE AVENUE | ROCHESTER | NY | 14607 | NONE | PC | CHARITABLE | $1,000 | |
| ELDER SERVICES OF CAPE COD & THE ISLANDS | ||||||||
| 68 ROUTE 134 | SOUTH DENNIS | MA | 02660 | NONE | PC | CHARITABLE | $15,000 | |
| EMPIRE STATE COLLEGE FOUNDATION INC | ||||||||
| ALUMNI HOUSE 28 UNION AVENUE | SARATOGA SPRINGS | NY | 12866 | NONE | PC | CHARITABLE | $500 | |
| ERIE CATTARAUGUS RAIL TRAIL INC | ||||||||
| PO BOX 584 | ORCHARD PARK | NY | 14127 | NONE | PC | CHARITABLE | $500 | |
| ERIE COUNTY MEDICAL CENTER CORPORATION | ||||||||
| 462 GRIDER STREET | BUFFALO | NY | 14215 | NONE | PC | CHARITABLE | $49,119 | |
| ERIE COUNTY RESTORATIVE JUSTICE COALITION INC | ||||||||
| 567 HERTEL AVE | BUFFALO | NY | 14207 | NONE | PC | CHARITABLE | $33,853 | |
| ESSEX COUNTY COMMUNITY FOUNDATION | ||||||||
| 175 ANDOVER STREET | DANVERS | MA | 01923 | NONE | PC | CHARITABLE | $75,000 | |
| EXPLORE & MORE - THE RALPH C WILSON JR CHILDREN'S MUSEUM | ||||||||
| 130 MAIN STREET | BUFFALO | NY | 14202 | NONE | PC | CHARITABLE | $55,315 | |
| EXPRESS YOURSELF INC | ||||||||
| 100 CUMMINGS CENTER SUITE 165E | BEVERLY | MA | 01915 | NONE | PC | CHARITABLE | $30,000 | |
| FAIRWINDS -- NANTUCKET'S COUNSELING CENTER INC | ||||||||
| 20 VESPER LANE L-1 GOUIN VILLAGE | NANTUCKET | MA | 02554 | NONE | PC | CHARITABLE | $82,024 | |
| FAITH BIBLE TABERNACLE | ||||||||
| 391 EDISON AVENUE | BUFFALO | NY | 14215 | NONE | PC | CHARITABLE | $2,500 | |
| FAMILIES AGAINST SOCIAL MEDIA ADDICTION | ||||||||
| 829 BETHEL RD 235 | COLUMBUS | OH | 43214 | NONE | PC | CHARITABLE | $30,000 | |
| FAMILY SERVICES OF MERRIMACK VALLEY INC | ||||||||
| 430 NORTH CANAL STREET | LAWRENCE | MA | 01840 | NONE | PC | CHARITABLE | $40,000 | |
| FANTASTIC FRIENDS OF WNY INC | ||||||||
| 1286 FRENCH ROAD | DEPEW | NY | 14043 | NONE | PC | CHARITABLE | $30,000 | |
| FIFTH AVENUE AME ZION CHURCH | ||||||||
| 189 FIFTH AVENUE | TROY | NY | 12180 | NONE | PC | CHARITABLE | $5,000 | |
| FIRST CONGREGATIONAL CHURCH | ||||||||
| 33 HIGH STREET | BRIDGTON | ME | 04009 | NONE | PC | CHARITABLE | $5,000 | |
| FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM | ||||||||
| 112 SOHIER ROAD | BEVERLY | MA | 01915 | NONE | PC | CHARITABLE | $20,000 | |
| FRIENDS OF THE ORCHARD PARK LIBRARY | ||||||||
| 4570 S BUFFALO STREET | ORCHARD PARK | NY | 14127 | NONE | PC | CHARITABLE | $500 | |
| GAY & LESBIAN YOUTH SERVICES OF WESTERN NEW YORK INC | ||||||||
| 750 WEHRLE DR | BUFFALO | NY | 14225 | NONE | PC | CHARITABLE | $90,000 | |
| GIGI'S PLAYHOUSE BUFFALO | ||||||||
| 326 KENMORE AVENUE | BUFFALO | NY | 14223 | NONE | PC | CHARITABLE | $50,000 | |
| GREATER BUFFALO METROPOLITAN CRIME STOPPERS INC | ||||||||
| PO BOX 862 | BUFFALO | NY | 14231 | NONE | PC | CHARITABLE | $500 | |
| HEALING HUB OF NY INC | ||||||||
| 125 GALLERIA DRIVE PO BOX 1343 | CHEEKTOWAGA | NY | 14225 | NONE | PC | CHARITABLE | $49,000 | |
| HEALTH LAW ADVOCATES | ||||||||
| 1 FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | NONE | PC | CHARITABLE | $100,000 | |
| HEALTHY AGING MV | ||||||||
| C/O MARTHAS VINEYARD COMMUNITY | VINEYARD HAVEN | MA | 02568 | NONE | PC | CHARITABLE | $15,000 | SERVICES 111 EDGARTOWN RD |
| HOME HEADQUARTERS INC | ||||||||
| 538 ERIE BOULEVARD WEST SUITE 100 | SYRACUSE | NY | 13204 | NONE | PC | CHARITABLE | $50,000 | |
| HOMESPACE CORP | ||||||||
| ADMINISTRATIVE OFFICE 135 DELAWARE | BUFFALO | NY | 14202 | NONE | PC | CHARITABLE | $30,000 | AVE SUITE 210 |
| HOOD'S HOUSE OF HOOPS | ||||||||
| 874 WORCESTER DRIVE | NISKAYUNA | NY | 12309 | NONE | PC | CHARITABLE | $5,000 | |
| HOPE OF BUFFALO INC | ||||||||
| 660 SMITH STREET | BUFFALO | NY | 14210 | NONE | PC | CHARITABLE | $20,000 | |
| HOSPICE OF MARTHAS VINEYARD INC | ||||||||
| PO BOX 1748 | VINEYARD HAVEN | MA | 02568 | NONE | PC | CHARITABLE | $10,000 | |
| HOUSING OPTIONS MADE EASY INC | ||||||||
| 75 JAMESTOWN STREET | GOWANDA | NY | 14070 | NONE | PC | CHARITABLE | $2,500 | |
| INSTITUTE FOR NONPROFIT PRACTICE | ||||||||
| 980 WASHINGTON STREET SUITE 115 | DEDHAM | MA | 02026 | NONE | PC | CHARITABLE | $362,500 | |
| ISLAND HOUSING TRUST | ||||||||
| PO BOX 779 | WEST TISBURY | MA | 02575 | NONE | PC | CHARITABLE | $9,000 | |
| JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY | ||||||||
| 70 BARKER STREET | BUFFALO | NY | 14209 | NONE | PC | CHARITABLE | $101,860 | |
| JOHN ASHFORD LINK HOUSE INC | ||||||||
| 197 ELM STREET | SALISBURY | MA | 01952 | NONE | PC | CHARITABLE | $105,000 | |
| JUSTICE RESOURCE INSTITUTE INC | ||||||||
| 160 GOULD STREET SUITE 300 | NEEDHAM | MA | 024942300 | NONE | PC | CHARITABLE | $10,000 | |
| KIDSPEACE NATIONAL CENTERS OF NORTH AMERICA INC | ||||||||
| 2801 WEHRLE DRIVE SUITES 13-14 | WILLIAMSVILLE | NY | 14221 | NONE | PC | CHARITABLE | $7,500 | |
| KIWANIS CLUB OF ERIE NIAGARA | ||||||||
| 133 NEWELL AVENUE | TONAWANDA | NY | 14150 | NONE | PC | CHARITABLE | $20,000 | |
| LAKES ENVIRONMENTAL ASSOCIATION | ||||||||
| 230 MAIN STREET | BRIDGTON | ME | 04009 | NONE | PC | CHARITABLE | $5,000 | |
| LAKESHORE CONNECTIONS INC | ||||||||
| 217 EAST DELAVAN AVE | BUFFALO | NY | 14208 | NONE | PC | CHARITABLE | $40,000 | |
| LANSINGBURGH BOYS & GIRLS CLUB | ||||||||
| 501 FOURTH AVENUE | TROY | NY | 12182 | NONE | PC | CHARITABLE | $5,000 | |
| LATHAM CENTERS | ||||||||
| 1646 MAIN STREET | BREWSTER | MA | 02631 | NONE | PC | CHARITABLE | $3,500 | |
| LEADS INC | ||||||||
| 17 FERRY STREET | LAWRENCE | MA | 01841 | NONE | PC | CHARITABLE | $20,000 | |
| LEAGUE OF WOMEN VOTERS CITIZEN EDUCATION FUND | ||||||||
| PO BOX 1107 | VINEYARD HAVEN | MA | 02568 | NONE | PC | CHARITABLE | $2,500 | |
| LEAP FOR EDUCATION INC | ||||||||
| 35 CONGRESS STREET SUITE 102 | SALEM | MA | 01970 | NONE | PC | CHARITABLE | $9,500 | |
| LIFEBRIDGE | ||||||||
| 47 CANAL STREET | SALEM | MA | 01970 | NONE | PC | CHARITABLE | $15,000 | |
| LONGY SCHOOL OF MUSIC | ||||||||
| 27 GARDEN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | CHARITABLE | $5,000 | |
| MARTHA'S VINEYARD CHAMBER MUSIC SOCIETY | ||||||||
| PO BOX 4189 | VINEYARD HAVEN | MA | 02568 | NONE | PC | CHARITABLE | $5,000 | |
| MARTHA'S VINEYARD COMMUNITY FOUNDATION | ||||||||
| PO BOX 243 | WEST TISBURY | MA | 02535 | NONE | PC | CHARITABLE | $15,000 | |
| MARTHA'S VINEYARD COMMUNITY SERVICES INC | ||||||||
| 111 EDGARTOWN ROAD | VINEYARD HAVEN | MA | 02568 | NONE | PC | CHARITABLE | $42,734 | |
| MARTHA'S VINEYARD COMMUNITY TENNIS INC | ||||||||
| PO BOX 72 | OAK BLUFFS | MA | 02557 | NONE | PC | CHARITABLE | $2,500 | |
| MARTHA'S VINEYARD HOSPITAL | ||||||||
| PO BOX 1477 | OAK BLUFFS | MA | 02557 | NONE | PC | CHARITABLE | $15,000 | |
| MARTHA'S VINEYARD NONPROFIT COLLABORATIVE | ||||||||
| PO BOX 1018 | WEST TISBURY | MA | 02575 | NONE | PC | CHARITABLE | $5,652 | |
| MARTHA'S VINEYARD PLAYHOUSE INC | ||||||||
| 24 CHURCH STREET PO BOX 2452 | VINEYARD HAVEN | MA | 02568 | NONE | PC | CHARITABLE | $1,000 | |
| MARTHA'S VINEYARD PUBLIC SCHOOLS | ||||||||
| 4 PINE STREET | VINEYARD HAVEN | MA | 02568 | NONE | SCHOOL DISTRICT | CHARITABLE | $55,000 | |
| MASHPEE WAMPANOAG TRIBE | ||||||||
| 483 GREAT NECK RD SOUTH | MASHPEE | MA | 02468 | NONE | PC | CHARITABLE | $25,000 | |
| MASSACHUSETTS ADVOCATES FOR CHILDREN | ||||||||
| 25 KINGSTON STREET 2ND FLOOR | BOSTON | MA | 02111 | NONE | PC | CHARITABLE | $100,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| MGH INSTITUTE OF HEALTH PROFESSIONS | CHARLESTOWN | MA | 02129 | NONE | PC | CHARITABLE | $805,588 | ATTN THE CLAY CENTER |
| MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC | ||||||||
| PSYCHIATRY ACADEMY/MGH ATTENTION | BOSTON | MA | 02129 | NONE | PC | CHARITABLE | $30,000 | THE FAMILY DINNER PROJECT |
| MEDIA VOICES FOR CHILDREN | ||||||||
| 110 DAGGETT AVENUE | VINEYARD HAVEN | MA | 02568 | NONE | PC | CHARITABLE | $5,000 | |
| MELMARK NEW ENGLAND | ||||||||
| 461 RIVER RD | ANDOVER | MA | 01810 | NONE | PC | CHARITABLE | $98,895 | |
| MENTAL HEALTH ADVOCATES OF WNY | ||||||||
| 1021 BROADWAY | BUFFALO | NY | 14212 | NONE | PC | CHARITABLE | $42,500 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) BUFFALO & ERIE COUNTY | ||||||||
| 737 DELAWARE AVENUE SUITE 217 | BUFFALO | NY | 14209 | NONE | PC | CHARITABLE | $15,000 | |
| NIAGARA AQUARIUM FOUNDATION | ||||||||
| 701 WHIRLPOOL STREET | NIAGARA FALLS | NY | 14301 | NONE | PC | CHARITABLE | $27,374 | |
| NORTHEAST ARC INC | ||||||||
| 1 SOUTHSIDE ROAD | DANVERS | MA | 01923 | NONE | PC | CHARITABLE | $3,500 | |
| NORTHFIELD MOUNT HERMON SCHOOL | ||||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01343 | NONE | PC | CHARITABLE | $15,000 | |
| NORTHWEST COMMUNITY MENTAL HEALTH CENTER DBA ENVISION WELLNESS | ||||||||
| 2495 ELMWOOD AVENUE | KENMORE | NY | 14217 | NONE | PC | CHARITABLE | $40,000 | |
| NY FUNDERS ALLIANCE | ||||||||
| THE CENTRAL NEW YORK PHILANTHROPY | SYRACUSE | NY | 13202 | NONE | PC | CHARITABLE | $35,668 | CENTER 431 E FAYETTE STREET |
| OPEN DOOR FOOD PANTRY | ||||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | CHARITABLE | $25,000 | |
| OUR LADY OF VICTORY HOMES OF CHARITY | ||||||||
| 780 RIDGE ROAD | LACKAWANNA | NY | 14218 | NONE | PC | CHARITABLE | $100,000 | |
| PAARI | ||||||||
| 12 BROADWAY | BEVERLY | MA | 01915 | NONE | PC | CHARITABLE | $5,000 | |
| PALACE PERFORMING ARTS CENTER INC | ||||||||
| 19 CLINTON AVENUE | ALBANY | NY | 12207 | NONE | PC | CHARITABLE | $5,000 | |
| PARENT NETWORK OF WESTERN NEW YORK INC | ||||||||
| 1021 BROADWAY STREET | BUFFALO | NY | 142121460 | NONE | PC | CHARITABLE | $49,773 | |
| PATHWAYS FOR CHILDREN INC | ||||||||
| 29 EMERSON AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | CHARITABLE | $60,000 | |
| PEOPLE AGAINST TRAFFICKING HUMANS INC | ||||||||
| 999 DELAWARE AVENUE | BUFFALO | NY | 14209 | NONE | PC | CHARITABLE | $24,000 | |
| PEOPLE INC | ||||||||
| 1219 NORTH FOREST ROAD | WILLIAMSVILLE | NY | 14221 | NONE | PC | CHARITABLE | $500 | |
| PETER G YOUNG JR FOUNDATION | ||||||||
| 134 FRANKLIN STREET | ALBANY | NY | 12202 | NONE | PC | CHARITABLE | $5,000 | |
| PHILANTHROPY MASSACHUSETTS | ||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NONE | PC | CHARITABLE | $24,776 | |
| PLUMMER YOUTH PROMISE | ||||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | NONE | PC | CHARITABLE | $110,000 | |
| POWER OF PLACE LEARNING COMMUNITITES | ||||||||
| 2 BURLINGTON WOODS DRIVE SUITE 100 | BURLINGTON | MA | 01803 | NONE | PC | CHARITABLE | $750,526 | |
| RAHAMA INC | ||||||||
| 1272 DELAWARE AVE | BUFFALO | NY | 14209 | NONE | PC | CHARITABLE | $22,200 | |
| RAW ART WORKS INC | ||||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PC | CHARITABLE | $55,000 | |
| RESTORATION SOCIETY INC | ||||||||
| 66 ENGLEWOOD AVENUE | BUFFALO | NY | 14214 | NONE | PC | CHARITABLE | $40,000 | |
| ROCA INC | ||||||||
| 101 PARK STREET | CHELSEA | MA | 02130 | NONE | PC | CHARITABLE | $12,000 | |
| ROCK AUTISM INC | ||||||||
| 3835 HARLEM ROAD | BUFFALO | NY | 14215 | NONE | PC | CHARITABLE | $10,000 | |
| ROCKPORT MUSIC | ||||||||
| 16 MAIN STREET | ROCKPORT | MA | 01966 | NONE | PC | CHARITABLE | $50,000 | |
| ROSWELL PARK ALLIANCE FOUNDATION | ||||||||
| ELM CARLTON STREETS | BUFFALO | NY | 14263 | NONE | PC | CHARITABLE | $7,500 | |
| SALEM STATE UNIVERSITY FOUNDATION INC | ||||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | NONE | PC | CHARITABLE | $44,566 | |
| SCHOOL OF LEADERSHIP AFGHANISTAN | ||||||||
| 75 STATE STREET SUITE 100 | BOSTON | MA | 02109 | NONE | PC | CHARITABLE | $15,000 | |
| SHARING KINDNESS INC | ||||||||
| PO BOX 1082 20 GESNER ROAD | ORLEANS | MA | 02653 | NONE | PC | CHARITABLE | $60,625 | |
| SHEAS PERFORMING ARTS CENTER | ||||||||
| PO BOX 1130 | BUFFALO | NY | 14205 | NONE | PC | CHARITABLE | $1,000 | |
| SOLID ROCK INTERNATIONAL | ||||||||
| PO BOX 20867 | INDIANAPOLIS | IN | 46220 | NONE | PC | CHARITABLE | $10,000 | |
| STRONGWATER FARM THERAPEUTIC EQUESTRIAN CENTER | ||||||||
| 500 LIVINGSTON STREET BOX 754 | TEWKSBURY | MA | 01876 | NONE | PC | CHARITABLE | $15,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 23564 CALABASAS ROAD | CALABASAS | CA | 91302 | NONE | PC | CHARITABLE | $5,000 | |
| THE CAPE COD FOUNDATION | ||||||||
| 261 WHITES PATH UNIT 2 | SOUTH YARMOUTH | MA | 02664 | NONE | PC | CHARITABLE | $25,000 | |
| THE CHAMPION PROJECT | ||||||||
| THE ROCK 425 MEYER ROAD | WEST SENECA | NY | 14224 | NONE | PC | CHARITABLE | $20,000 | |
| THE GLOUCESTER SCHOONER ADVENTURE INC | ||||||||
| PO BOX 1306 | GLOUCESTER | MA | 01931 | NONE | PC | CHARITABLE | $2,000 | |
| THE MENTAL HEALTH ASSOCIATION IN NIAGARA COUNTY INC | ||||||||
| 36 PINE STREET | LOCKPORT | NY | 14094 | NONE | PC | CHARITABLE | $13,574 | |
| THE NAN PROJECT | ||||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | NONE | PC | CHARITABLE | $2,500 | |
| THE OPPORTUNITY ALLIANCE | ||||||||
| 50 LYDIA LANE | SOUTH PORTLAND | ME | 04106 | NONE | PC | CHARITABLE | $30,000 | |
| THE OSBORNE ASSOCIATION INC | ||||||||
| 34 BENWOOD AVENUE | BUFFALO | NY | 14214 | NONE | PC | CHARITABLE | $500 | |
| THE PC PROJECT | ||||||||
| PO BOX 17850 | HOLLADAY | UT | 84117 | NONE | PC | CHARITABLE | $500 | |
| THE PECK SCHOOL | ||||||||
| 247 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | CHARITABLE | $1,000 | |
| THE PETTENGILL HOUSE INC | ||||||||
| 21 WATER STREET SUITE 4A | AMESBURY | MA | 01913 | NONE | PC | CHARITABLE | $70,000 | |
| THE RED STOCKING FUND INC | ||||||||
| PO BOX 600 | EDGARTOWN | MA | 02539 | NONE | PC | CHARITABLE | $12,500 | |
| THE RON CLARK ACADEMY | ||||||||
| 228 MARGARET STREET | ATLANTA | GA | 30315 | NONE | PC | CHARITABLE | $50,000 | |
| TISBURY WATERWAYS INC | ||||||||
| PO BOX 4375 | VINEYARD HAVEN | MA | 02568 | NONE | PC | CHARITABLE | $1,000 | |
| TRIANGLE | ||||||||
| 450 BROADWAY | MALDEN | MA | 02148 | NONE | PC | CHARITABLE | $40,000 | |
| TRI-TOWN COUNCIL | ||||||||
| 7 GROVE ST | TOPSFIELD | MA | 01983 | NONE | PC | CHARITABLE | $32,038 | |
| TROY LOOK INC CO COMMISSION IN ECONOMIC OPPORTUNITY | ||||||||
| 2331 FIFTH AVENUE | TROY | NY | 12180 | NONE | PC | CHARITABLE | $5,000 | |
| TRU HEART INC | ||||||||
| C/O KHALID MILLER 5 MOUNTAIN VIEW | ALBANY | NY | 12204 | NONE | PC | CHARITABLE | $2,500 | |
| TRUSTEES OF RESERVATIONS | ||||||||
| PO BOX 4602 860 STATE ROAD | VINEYARD HAVEN | MA | 02568 | NONE | PC | CHARITABLE | $1,000 | |
| UB FAMILY MEDICINE | ||||||||
| 77 GOODELL STREET | BUFFALO | NY | 142031243 | NONE | PC | CHARITABLE | $64,200 | |
| UTEC INC | ||||||||
| PO BOX 7066 | LOWELL | MA | 01852 | NONE | PC | CHARITABLE | $55,375 | |
| VILLA MARIA COLLEGE | ||||||||
| 240 PINE RIDGE RD | BUFFALO | NY | 14225 | NONE | PC | CHARITABLE | $20,000 | |
| VINEYARD CONSERVATION SOCIETY INC | ||||||||
| BOX 2189 | VINEYARD HAVEN | MA | 02568 | NONE | PC | CHARITABLE | $1,000 | |
| WCAI - THE CAPE AND ISLANDS NPR STATION | ||||||||
| WGBH MEMBERSHIP PO BOX 55875 | BOSTON | MA | 02205 | NONE | PC | CHARITABLE | $1,000 | |
| WELLSPRING HOUSE | ||||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | CHARITABLE | $25,000 | |
| WESTERN NEW YORK INDEPENDENT LIVING INC | ||||||||
| 3108 MAIN STREET | BUFFALO | NY | 14214 | NONE | PC | CHARITABLE | $50,000 | |
| WESTERN NEW YORK NONPROFIT SUPPORT GROUP | ||||||||
| 640 ELLICOTT STREET SUITE 408 | BUFFALO | NY | 14203 | NONE | PC | CHARITABLE | $110,251 | |
| WEST SENECA WEST BAND BOOSTERS INC | ||||||||
| 3330 SENECA STREET | WEST SENECA | NY | 14224 | NONE | PC | CHARITABLE | $500 | |
| WNY WOMEN'S FOUNDATION | ||||||||
| 741 MAIN STREET | BUFFALO | NY | 14203 | NONE | PC | CHARITABLE | $5,760 | |
| WOODWELL CLIMATE RESEARCH CENTER | ||||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | NONE | PC | CHARITABLE | $13,000 | |
| YMCA OF THE NORTH SHORE | ||||||||
| 200 CUMMINGS CENTER SUITE 173D | BEVERLY | MA | 01913 | NONE | PC | CHARITABLE | $25,000 | |
| YMCA OF METRO NORTH | ||||||||
| 10 CENTENNIAL DRIVE SUITE 105 | PEABODY | MA | 01960 | NONE | PC | CHARITABLE | $40,000 | |
| YOU'RE WITH US INC | ||||||||
| PO BOX 938 | METHUEN | MA | 01844 | NONE | PC | CHARITABLE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,675,243 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALCOHOLISM COUNCIL IN NIAGARA COUNTYNORTHPOINTE COUNCIL INC | ||||||||
| 800 MAIN STREET SUITE 2A | NIAGARA FALLS | NY | 14301 | NONE | PC | CHARITABLE | $60,650 | |
| BEHAVIORAL HEALTH INNOVATORS INC | ||||||||
| 90 MORTON ROAD | S CHATHAM | MA | 02659 | NONE | PC | CHARITABLE | $100,000 | |
| B FREE WELLNESS INC | ||||||||
| 326 MAIN STREET | HYANNIS | MA | 02601 | NONE | PC | CHARITABLE | $57,786 | |
| BRIDGES FROM BORDERSINC | ||||||||
| 76 STONEBRIDGES DRIVE | EAST AMHERST | NY | 14051 | NONE | PC | CHARITABLE | $90,000 | |
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER INC | ||||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | NONE | PC | CHARITABLE | $666,666 | |
| BUFFALO FEDERATION OF NEIGHBORHOOD CENTERS | ||||||||
| 97 LEMON STREET | BUFFALO | NY | 14204 | NONE | PC | CHARITABLE | $280,000 | |
| BUFFALO PREP INC | ||||||||
| 3485 MAIN STREET 105 ALLEN HALL | BUFFALO | NY | 14214 | NONE | PC | CHARITABLE | $78,000 | UNIVERSITY AT BUFFALO SOUTH CAMPUS |
| BUFFALO - TORONTO PUBLIC MEDIA | ||||||||
| PO BOX 1263 | BUFFALO | NY | 14240 | NONE | PC | CHARITABLE | $40,000 | |
| CAPE COD TOY LIBRARY INC | ||||||||
| PO BOX 555 | E HARWICH | MA | 02645 | NONE | PC | CHARITABLE | $50,000 | |
| CARE MANAGEMENT COALITION OF WESTERN NEW YORK INC | ||||||||
| 1021 BROADWAY | BUFFALO | NY | 14212 | NONE | PC | CHARITABLE | $131,501 | |
| CCB FOUNDATION | ||||||||
| 27 HIGHVIEW ROAD | ROKPORT | MA | 01966 | NONE | PC | CHARITABLE | $67,500 | |
| CENTERBOARD INC | ||||||||
| 16 CITY HALL SQUARE | LYNN | MA | 01901 | NONE | PC | CHARITABLE | $33,333 | |
| CENTER FOR PUBLIC REPRESENTATION | ||||||||
| 22 GREEN STREET | NORTHAMPTON | MA | 01060 | NONE | PC | CHARITABLE | $153,180 | |
| CITY OF NEWBURYPORT | ||||||||
| CITY HALL 60 PLEASANT STREET | NEWBURYPORT | MA | 01950 | NONE | CITY GOVERNMENT | CHARITABLE | $260,972 | |
| COMMUNITY CATALYST | ||||||||
| ONE FEDERAL STREET FLOOR 5 | BOSTON | MA | 02110 | NONE | PC | CHARITABLE | $185,460 | |
| COMMUNITY FOUNDATION FOR NANTUCKET | ||||||||
| 9 BAYBERRY COURT UNIT B | NANTUCKET | MA | 02554 | NONE | PC | CHARITABLE | $200,000 | |
| COMPEER WEST INC | ||||||||
| 1179 KENMORE AVENUE | BUFFALO | NY | 14217 | NONE | PC | CHARITABLE | $80,000 | |
| DAEMEN UNIVERSITY | ||||||||
| 4380 MAIN STREET | AMHERST | NY | 14226 | NONE | PC | CHARITABLE | $46,420 | |
| DANCEABILITY INC | ||||||||
| 2365 GEORGE URBAN BOULEVARD | DEPEW | NY | 14043 | NONE | PC | CHARITABLE | $5,166 | |
| ERIE COUNTY MEDICAL CENTER CORPORATION | ||||||||
| 462 GRIDER STREET | BUFFALO | NY | 14215 | NONE | PC | CHARITABLE | $97,707 | |
| EXPLORE & MORE - THE RALPH C WILSON JR CHILDREN'S MUSEUM | ||||||||
| 130 MAIN STREET | BUFFALO | NY | 14202 | NONE | PC | CHARITABLE | $79,685 | |
| GAY & LESBIAN YOUTH SERVICES OF WESTERN NEW YORK INC | ||||||||
| 750 WEHRLE DRIVE | BUFFALO | NY | 14225 | NONE | PC | CHARITABLE | $380,000 | |
| HEALTH LAW ADVOCATES | ||||||||
| ONE FEDERAL STREET FLOOR 5 | BOSTON | MA | 02110 | NONE | PC | CHARITABLE | $75,000 | |
| HOME HEADQUARTERS INC | ||||||||
| 538 ERIE BOULEVARD WEST SUITE 100 | SYRACUSE | NY | 13204 | NONE | PC | CHARITABLE | $100,000 | |
| HOUSING OPTIONS MADE EASY INC | ||||||||
| 75 JAMESTOWN STREET | GOWANDA | NY | 14070 | NONE | PC | CHARITABLE | $48,714 | |
| INSTITUTE FOR NONPROFIT PRACTICE | ||||||||
| 980 WASHINGTON STREET SUITE 115 | DEDHAM | MA | 02026 | NONE | PC | CHARITABLE | $250,000 | |
| ISLAND AUTISM GROUP | ||||||||
| PO BOX 2786 | EDGARTOWN | MA | 02539 | NONE | PC | CHARITABLE | $36,000 | |
| MARTHA'S VINEYARD COMMUNITY SERVICES INC | ||||||||
| 111 EDGARTOWN ROAD | VINEYARD HAVEN | MA | 02568 | NONE | PC | CHARITABLE | $80,266 | |
| MASSACHUSETTS ADVOCATES FOR CHILDREN | ||||||||
| 25 KINGSTON STREET 2ND FLOOR | BOSTON | MA | 02111 | NONE | PC | CHARITABLE | $100,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| MGH INSTITUTE OF HEALTH PROFESSIONS | BOSTON | MA | 02129 | NONE | PC | CHARITABLE | $626,188 | THE CLAY CENTER |
| NIAGARA AQUARIUM FOUNDATION | ||||||||
| 701 WHIRLPOOL STREET | NIAGARA FALLS | NY | 14301 | NONE | PC | CHARITABLE | $20,626 | |
| NIAGARA UNIVERSITY | ||||||||
| PRESIDENTS OFFICE PO BOX 2015 | NIAGARA UNIVERSITY | NY | 14109 | NONE | PC | CHARITABLE | $62,846 | |
| NORTHEAST ARC INC | ||||||||
| 1 SOUTHSIDE ROAD | DANVERS | MA | 01923 | NONE | PC | CHARITABLE | $80,000 | |
| PLUMMER YOUTH PROMISE | ||||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | NONE | PC | CHARITABLE | $280,000 | |
| POWER OF PLACE | ||||||||
| 2 BURLINGTON WOODS DRIVE SUITE 100 | BURLINGTON | MA | 01803 | NONE | PC | CHARITABLE | $1,972,325 | |
| ROCA INC | ||||||||
| 101 PARK PLACE | CHELSEA | MA | 02130 | NONE | PC | CHARITABLE | $37,500 | |
| SALEM STATE UNIVERSITY FOUNDATION INC | ||||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | NONE | PC | CHARITABLE | $44,565 | |
| SAVE THE MICHAELS OF THE WORLD INC | ||||||||
| 737 DELAWARE AVENUE | BUFFALO | NY | 14209 | NONE | PC | CHARITABLE | $100,000 | |
| THE CHAMPION PROJECT | ||||||||
| THE ROCK 425 MEYER ROAD | WEST SENECA | NY | 14224 | NONE | PC | CHARITABLE | $70,000 | |
| THE PETTENGILL HOUSE INC | ||||||||
| 21 WATER STREET SUITE 4A | AMESBURY | MA | 01913 | NONE | PC | CHARITABLE | $50,000 | |
| TRAUMA AND LEARNING POLICY INITIATIVE | ||||||||
| 23 EVERETTE STREET 2ND FLOOR | CAMBRIDGE | MA | 02138 | NONE | PC | CHARITABLE | $73,000 | |
| TRI-TOWN COUNCIL | ||||||||
| 7 GROVE STREET | TOPSFIELD | MA | 01938 | NONE | PC | CHARITABLE | $24,537 | |
| UTEC INC | ||||||||
| PO BOX 7066 | LOWELL | MA | 01852 | NONE | PC | CHARITABLE | $50,000 | |
| WESTERN NEW YORK INDEPENDENT LIVING INC | ||||||||
| 3108 MAIN STREET | BUFFALO | NY | 14214 | NONE | PC | CHARITABLE | $100,000 | |
| YMCA OF METRO NORTH | ||||||||
| 10 CENTENNIAL DRIVE SUITE 105 | PEABODY | MA | 01960 | NONE | PC | CHARITABLE | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,465,593 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,556 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $135 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,254,637 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | -$27,542 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,018,110 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF PRIOR YEAR CONTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $35,211 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$27,407 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,423,303 | ExclusionAmt |
| Related Or Exempt Function Incm | $35,211 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,431,107 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | REFUND OF PRIOR YEAR CONTRIBUTIONS | RelationshipStatementTxt |
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 | $54,439 | Amt |
| Net Investment Income | $27,219 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,220 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (75 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE | 2001-12-11 | $293 | $293 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE | 2001-09-21 | $2,864 | $2,864 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE | 2001-12-03 | $2,885 | $2,885 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE | 2001-12-03 | $2,356 | $2,356 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2002-02-07 | $1,079 | $1,079 | 200DB | 7.000000000000 | $0 | $0 |
| PAPER SHREDDER | 2003-04-25 | $700 | 200DB | 5.000000000000 | $0 | $0 | |
| GALLERY SHOP ARTWORK | 2004-11-23 | $602 | $301 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE-ETHAN ALLEN | 2004-12-10 | $208 | $104 | 200DB | 7.000000000000 | $0 | $0 |
| REFRIGERATOR | 2004-10-28 | $392 | $196 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2004-12-13 | $500 | $250 | 200DB | 7.000000000000 | $0 | $0 |
| ART (EXEC DIRECTOR'S OFFICE) | 2005-03-15 | $449 | $449 | 200DB | 7.000000000000 | $0 | $0 |
| ART (EXEC DIRECTOR'S OFFICE) | 2005-03-08 | $942 | $942 | 200DB | 7.000000000000 | $0 | $0 |
| CABINET | 2005-07-01 | $649 | $649 | 200DB | 7.000000000000 | $0 | $0 |
| 5 CHAIRS-GUEST, BURGANDY | 2005-03-18 | $1,175 | $1,175 | 200DB | 7.000000000000 | $0 | $0 |
| DESK (PROGRAM OFFICER) | 2005-03-18 | $1,110 | $1,110 | 200DB | 7.000000000000 | $0 | $0 |
| GLASS FOR TABLE TOP (CONFERENCE) | 2005-03-21 | $143 | $143 | 200DB | 7.000000000000 | $0 | $0 |
| PROJECTOR | 2005-03-21 | $1,950 | $1,950 | 200DB | 5.000000000000 | $0 | $0 |
| ESPRESSO TABLE (CONFERENCE) | 2005-07-01 | $970 | $970 | 200DB | 7.000000000000 | $0 | $0 |
| TABLE/SOFA (RECEPTION) | 2005-07-01 | $519 | $519 | 200DB | 7.000000000000 | $0 | $0 |
| TABLE/SOFA (CONFERENCE) | 2005-07-01 | $569 | $569 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2007-06-30 | $41,387 | $41,387 | 200DB | 7.000000000000 | $0 | $0 |
| TELEPHONE/COMPUTER EQUIPMENT | 2007-06-30 | $21,313 | $21,313 | 200DB | 5.000000000000 | $0 | $0 |
| ADJUSTABLE HEIGHT CART W/CABINET | 2008-06-30 | $313 | $156 | 200DB | 7.000000000000 | $0 | $0 |
| AERON OFFICE CHAIRS | 2008-06-30 | $4,215 | $2,107 | 200DB | 7.000000000000 | $0 | $0 |
| GLASS TOPS FOR TABLES | 2008-06-30 | $279 | $139 | 200DB | 7.000000000000 | $0 | $0 |
| LATERAL FILE | 2008-06-30 | $260 | $130 | 200DB | 7.000000000000 | $0 | $0 |
| 48" HUTCH (PROGRAM OFFICER) | 2008-06-30 | $363 | $181 | 200DB | 7.000000000000 | $0 | $0 |
| 66" HUTCH (ADMIN MANAGER OFFICE) | 2008-06-30 | $533 | $266 | 200DB | 7.000000000000 | $0 | $0 |
| KEYLESS ENTRY SYSTEM | 2008-06-30 | $1,463 | $731 | 200DB | 5.000000000000 | $0 | $0 |
| ART PRINTS | 2008-06-30 | $5,467 | $2,733 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE CHAIR (MILLINGTON LOCKWOOD) | 2009-01-17 | $863 | $431 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER MONITOR (DELL) | 2009-01-28 | $179 | $89 | 200DB | 5.000000000000 | $0 | $0 |
| HUTCH (MILLINGTON LOCKWOOD) | 2009-03-25 | $385 | $192 | 200DB | 7.000000000000 | $0 | $0 |
| DOOR SOUNDPROOFING | 2009-01-21 | $1,150 | $404 | SL | 39.000000000000 | $29 | $0 |
| SOUNDPROOFING | 2009-06-10 | $10,954 | $3,817 | SL | 39.000000000000 | $281 | $0 |
| KITCHEN EQUIPMENT | 2010-02-21 | $140 | $70 | 200DB | 5.000000000000 | $0 | $0 |
| LASER PRINER (DELL 2330) | 2010-05-19 | $219 | $109 | 200DB | 5.000000000000 | $0 | $0 |
| CHAIRS (QTY 30) | 2011-11-16 | $600 | 200DB | 7.000000000000 | $0 | $0 | |
| APPLE IMACS (QTY 6) | 2012-08-09 | $8,544 | $4,272 | 200DB | 5.000000000000 | $0 | $0 |
| 2007 TOYOTA AVALON | 2007-02-20 | $5,000 | $5,000 | 200DB | 5.000000000000 | $0 | $0 |
| MACBOOK PRO | 2014-01-29 | $2,145 | $1,072 | 200DB | 5.000000000000 | $0 | $0 |
| SAMSUNG TV | 2014-03-27 | $2,700 | $1,350 | 200DB | 5.000000000000 | $0 | $0 |
| SOUND BAR | 2014-03-27 | $530 | $265 | 200DB | 5.000000000000 | $0 | $0 |
| APPLE IPAD | 2014-05-19 | $508 | $254 | 200DB | 5.000000000000 | $0 | $0 |
| APPLE IMAC | 2014-12-01 | $2,067 | $1,033 | 200DB | 5.000000000000 | $0 | $0 |
| WINDOW | 2014-12-10 | $4,400 | $1,308 | 150DB | 15.000000000000 | $130 | $0 |
| FURNITURE | 2014-12-16 | $25,712 | $12,856 | 200DB | 7.000000000000 | $0 | $0 |
| XEROX COPIER W7220L | 2014-02-28 | $6,260 | $3,130 | 200DB | 5.000000000000 | $0 | $0 |
| APPLE IPAD | 2014-12-06 | $714 | $357 | 200DB | 5.000000000000 | $0 | $0 |
| IPADS | 2015-02-13 | $2,856 | $1,428 | 200DB | 5.000000000000 | $0 | $0 |
| BENQ HD PROJECTOR | 2015-02-11 | $786 | $393 | 200DB | 5.000000000000 | $0 | $0 |
| IPAD AIR | 2015-01-15 | $714 | $357 | 200DB | 5.000000000000 | $0 | $0 |
| PANASONIC CAMCORDER | 2015-02-24 | $649 | $324 | 200DB | 5.000000000000 | $0 | $0 |
| FURNITURE | 2015-07-02 | $8,068 | $4,034 | 200DB | 7.000000000000 | $0 | $0 |
| IPAD AIR | 2015-08-18 | $518 | $259 | 200DB | 5.000000000000 | $0 | $0 |
| TELEPHONE SYSTEM | 2015-08-19 | $1,541 | $770 | 200DB | 7.000000000000 | $0 | $0 |
| ARTWORK | 2016-09-19 | $2,300 | $1,099 | 200DB | 7.000000000000 | $51 | $0 |
| STANDING DESK | 2016-11-11 | $750 | $375 | 200DB | 5.000000000000 | $0 | $0 |
| SLING STUDIO HUB | 2017-09-11 | $999 | $499 | 200DB | 5.000000000000 | $0 | $0 |
| STANDING DESK | 2017-08-21 | $710 | $355 | 200DB | 5.000000000000 | $0 | $0 |
| MACBOOK PRO | 2018-06-25 | $2,725 | 200DB | 5.000000000000 | $0 | $0 | |
| IPAD PRO | 2018-05-02 | $783 | 200DB | 5.000000000000 | $0 | $0 | |
| IPAD PRO | 2018-05-02 | $783 | 200DB | 5.000000000000 | $0 | $0 | |
| 21.5 INCH IMAC MTM (2020) | 2019-12-23 | $1,503 | 200DB | 5.000000000000 | $0 | $0 | |
| MACBOOK | 2019-12-23 | $1,409 | 200DB | 5.000000000000 | $0 | $0 | |
| 21.5 INCH IMAC DMP (2019) | 2019-04-11 | $1,597 | 200DB | 5.000000000000 | $0 | $0 | |
| 27 INCH IMAC CEC (2019) | 2019-04-10 | $1,879 | 200DB | 5.000000000000 | $0 | $0 | |
| APPLE PENCIL (2ND GEN) | 2019-04-09 | $121 | 200DB | 5.000000000000 | $0 | $0 | |
| IPAD PRO MTM (2019) | 2019-04-09 | $930 | 200DB | 5.000000000000 | $0 | $0 | |
| MACBOOK PRO 13INCH (M1 2020) | 2021-10-01 | $1,499 | 200DB | 5.000000000000 | $0 | $0 | |
| APPLE LAPTOP (DWM) | 2021-02-17 | $1,699 | 200DB | 5.000000000000 | $0 | $0 | |
| MACBOOK AIR 13.6" 2023 (TAS) | 2022-12-09 | $1,699 | 200DB | 5.000000000000 | $0 | $0 | |
| MACBOOK AIR 13.6" (ADMIN ASSISTANT) | 2022-12-02 | $1,699 | 200DB | 5.000000000000 | $0 | $0 | |
| 14-INCH MACBOOK PRO M2 CHIP | 2023-09-24 | $2,899 | 200DB | 5.000000000000 | $2,435 | $0 | |
| 11-INCH IPAD PRO WI-FI 256GB SPACE GRAY | 2023-09-21 | $899 | 200DB | 5.000000000000 | $755 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS (DETAIL PROVIDED UPON REQUEST) | BondNm |
| EOY Book Value | $6,979,500 | EOYBookValueAmt |
| EOYFMV | $6,788,084 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK (DETAIL PROVIDED UPON REQUEST) | $8,835,774 | $12,651,981 |
| CORPORATE STOCK (DETAIL PROVIDED UPON REQUEST) | $4,302,728 | $5,768,936 |
| CORPORATE STOCK (DETAIL PROVIDED UPON REQUEST) | $4,001,951 | $4,460,747 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,410,385 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,831,074 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 402053.923 SH BLACKSTONE REIT CL S | AT COST | $4,418,749 | $6,361,962 |
| MUTUAL FUNDS (DETAIL PROVIDED UPON REQUEST) | AT COST | $72,173,780 | $91,978,401 |
| ASSET BACKED SECURITIES (DETAIL PROVIDED UPON REQUEST) | AT COST | $7,046,739 | $6,731,933 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (75 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE | $293 | $293 | $0 |
| FURNITURE | $2,864 | $2,864 | $0 |
| FURNITURE | $2,885 | $2,885 | $0 |
| FURNITURE | $2,356 | $2,356 | $0 |
| OFFICE FURNITURE | $1,079 | $1,079 | $0 |
| PAPER SHREDDER | $700 | $700 | $0 |
| GALLERY SHOP ARTWORK | $602 | $602 | $0 |
| FURNITURE-ETHAN ALLEN | $208 | $208 | $0 |
| REFRIGERATOR | $392 | $392 | $0 |
| OFFICE FURNITURE | $500 | $500 | $0 |
| ART (EXEC DIRECTOR'S OFFICE) | $449 | $449 | $0 |
| ART (EXEC DIRECTOR'S OFFICE) | $942 | $942 | $0 |
| CABINET | $649 | $649 | $0 |
| 5 CHAIRS-GUEST, BURGANDY | $1,175 | $1,175 | $0 |
| DESK (PROGRAM OFFICER) | $1,110 | $1,110 | $0 |
| GLASS FOR TABLE TOP (CONFERENCE) | $143 | $143 | $0 |
| PROJECTOR | $1,950 | $1,950 | $0 |
| ESPRESSO TABLE (CONFERENCE) | $970 | $970 | $0 |
| TABLE/SOFA (RECEPTION) | $519 | $519 | $0 |
| TABLE/SOFA (CONFERENCE) | $569 | $569 | $0 |
| OFFICE FURNITURE | $41,387 | $41,387 | $0 |
| TELEPHONE/COMPUTER EQUIPMENT | $21,313 | $21,313 | $0 |
| ADJUSTABLE HEIGHT CART W/CABINET | $313 | $313 | $0 |
| AERON OFFICE CHAIRS | $4,215 | $4,215 | $0 |
| GLASS TOPS FOR TABLES | $279 | $279 | $0 |
| LATERAL FILE | $260 | $260 | $0 |
| 48" HUTCH (PROGRAM OFFICER) | $363 | $363 | $0 |
| 66" HUTCH (ADMIN MANAGER OFFICE) | $533 | $533 | $0 |
| KEYLESS ENTRY SYSTEM | $1,463 | $1,463 | $0 |
| ART PRINTS | $5,467 | $5,467 | $0 |
| OFFICE CHAIR (MILLINGTON LOCKWOOD) | $863 | $863 | $0 |
| COMPUTER MONITOR (DELL) | $179 | $179 | $0 |
| HUTCH (MILLINGTON LOCKWOOD) | $385 | $385 | $0 |
| DOOR SOUNDPROOFING | $1,150 | $433 | $717 |
| SOUNDPROOFING | $10,954 | $4,098 | $6,856 |
| KITCHEN EQUIPMENT | $140 | $140 | $0 |
| LASER PRINER (DELL 2330) | $219 | $219 | $0 |
| CHAIRS (QTY 30) | $600 | $600 | $0 |
| APPLE IMACS (QTY 6) | $8,544 | $8,544 | $0 |
| 2007 TOYOTA AVALON | $5,000 | $5,000 | $0 |
| MACBOOK PRO | $2,145 | $2,145 | $0 |
| SAMSUNG TV | $2,700 | $2,700 | $0 |
| SOUND BAR | $530 | $530 | $0 |
| APPLE IPAD | $508 | $508 | $0 |
| APPLE IMAC | $2,067 | $2,067 | $0 |
| WINDOW | $4,400 | $3,638 | $762 |
| FURNITURE | $25,712 | $25,712 | $0 |
| XEROX COPIER W7220L | $6,260 | $6,260 | $0 |
| APPLE IPAD | $714 | $714 | $0 |
| IPADS | $2,856 | $2,856 | $0 |
| BENQ HD PROJECTOR | $786 | $786 | $0 |
| IPAD AIR | $714 | $714 | $0 |
| PANASONIC CAMCORDER | $649 | $649 | $0 |
| FURNITURE | $8,068 | $8,068 | $0 |
| IPAD AIR | $518 | $518 | $0 |
| TELEPHONE SYSTEM | $1,541 | $1,541 | $0 |
| ARTWORK | $2,300 | $2,300 | $0 |
| STANDING DESK | $750 | $750 | $0 |
| SLING STUDIO HUB | $999 | $999 | $0 |
| STANDING DESK | $710 | $710 | $0 |
| MACBOOK PRO | $2,725 | $2,725 | $0 |
| IPAD PRO | $783 | $783 | $0 |
| IPAD PRO | $783 | $783 | $0 |
| 21.5 INCH IMAC MTM (2020) | $1,503 | $1,503 | $0 |
| MACBOOK | $1,409 | $1,409 | $0 |
| 21.5 INCH IMAC DMP (2019) | $1,597 | $1,597 | $0 |
| 27 INCH IMAC CEC (2019) | $1,879 | $1,879 | $0 |
| APPLE PENCIL (2ND GEN) | $121 | $121 | $0 |
| IPAD PRO MTM (2019) | $930 | $930 | $0 |
| MACBOOK PRO 13INCH (M1 2020) | $1,499 | $1,499 | $0 |
| APPLE LAPTOP (DWM) | $1,699 | $1,699 | $0 |
| MACBOOK AIR 13.6" 2023 (TAS) | $1,699 | $1,699 | $0 |
| MACBOOK AIR 13.6" (ADMIN ASSISTANT) | $1,699 | $1,699 | $0 |
| 14-INCH MACBOOK PRO M2 CHIP | $2,899 | $2,435 | $464 |
| 11-INCH IPAD PRO WI-FI 256GB SPACE GRAY | $899 | $755 | $144 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES - GENERAL COUNSEL | $1,660 | $805 | $855 |
| LEGAL FEES - SPECIAL COUNSEL | $1,121,445 | $0 | $1,121,445 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST PAID | $18,784 | $3,434 | $3,434 |
| INTEREST, DIVIDENDS & SALES PROCEEDS RECEIVABLE | $92,673 | $288,064 | $288,064 |
| FSA DEPOSIT | $417 | $417 | $417 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $1,500 | $0 | $1,500 |
| INSURANCE | $5,565 | $0 | $5,565 |
| ASSOCIATION DUES | $16,711 | $0 | $16,711 |
| TELEPHONE/INTERNET | $9,682 | $0 | $9,682 |
| ADP PROCESSING SERVICES | $2,547 | $0 | $2,547 |
| OFFICE EXPENSE | $25,335 | $0 | $25,335 |
| GRANTS MANAGEMENT DATABASE | $28,104 | $0 | $28,104 |
| ORDINARY LOSS PASSED THROUGH ALKEON GROWTH PARTNERS II | $54,781 | $54,600 | $0 |
| STRATEGIC PLANNING | $5,203 | $0 | $5,203 |
| PUBLICITY | $3,195 | $0 | $3,195 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF PRIOR YEAR CONTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $35,211 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $35,211 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FSA LIABILITY | $5,913 | $5,589 |
| OTHER PAYABLES | $12,095 | $9,854 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 3RD PARTY INVESTMENT MANAGER FEES | $86,794 | $86,794 | $0 |
| INVESTMENT MANAGMENT FEES | $140,856 | $140,856 | $0 |
| INVESTMENT EXPENSE | $22,362 | $22,362 | $0 |
| CONSULTING FEES - RECRUITMENT | $12,200 | $0 | $12,200 |
| CONSULTING FEES - COMMUNICATIONS | $61,408 | $0 | $61,408 |
| CONSULTING FEES - DATA AGENDA DEVELOPMENT | $112,825 | $0 | $112,825 |
| CONSULTING FEES - DATABASE DESIGN | $29,325 | $0 | $29,325 |
| CONSULTING FEES - ECLC | $228,888 | $0 | $228,888 |
| CONSULTING FEES - DEI | $25,696 | $0 | $25,696 |
| CONSULTING FEES - OTHER | $289,141 | $0 | $289,141 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $59,756 | $0 | $59,756 |
| FOREIGN TAXES | $21,375 | $21,375 | $0 |
| FEDERAL EXCISE TAX | $150,500 | $0 | $0 |
| FOREIGN TAXES PASSED THROUGH ALKEON GROWTH PARTNERS II | $1,108 | $1,108 | $0 |