HEALTH FOUNDATION FOR WESTERN & CENTRAL NEW YORK INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH FOUNDATION FOR WESTERN & CENTRAL NEW YORK INC (EIN 22-3804398)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349106193
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:19:34-06:00 | 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 | 223804398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH FOUNDATION FOR WESTERN & CENTRAL | BusinessNameLine1Txt |
| Business Name Line2 | NEW YORK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 7168523030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 726 EXCHANGE ST 518 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORA OBRIEN-SURIC | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7168523030 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH M HOPKINS | PreparerPersonNm |
| PTIN | P02010701 | PTIN |
| Phone | 7168563300 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $151,786,109 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,208,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,208,316 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $383,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,718,562 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $383,589 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $833,157 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,659,604 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,425,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,251,509 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $479,630 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $479,630 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $752,579 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $752,579 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $248,821 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $248,821 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $33,968 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $33,968 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,604,080 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,063,073 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $541,007 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $199,727 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $97,421 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $37,630 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $128,231 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $128,231 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $149,600 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $149,600 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,266 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,266 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $406,413 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $439,100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $406,409 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,087,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,610,219 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,777,886 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,769,643 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,864,465 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,857,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,610,219 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,642,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,432,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,641,290 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $164,534 | CashBOYAmt |
| Cash EOY | $289,875 | CashEOYAmt |
| Cash EOYFMV | $289,875 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,282,958 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,139,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,139,400 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $750 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,521 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,521 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $26,420,952 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,941,397 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,941,397 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $108,060,636 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $119,137,458 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $119,137,458 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $589,359 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $524,020 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $99,230 | LandBOYAmt |
| Land EOY | $65,339 | LandEOYAmt |
| Land EOYFMV | $65,339 | LandEOYFMVAmt |
| Other Assets BOY | $346,023 | OtherAssetsBOYAmt |
| Other Assets EOY | $207,119 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $207,119 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $140,375,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $151,786,109 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $151,786,109 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,938,755 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,802,318 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $346,023 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $207,119 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,284,778 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,009,437 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $134,125,890 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $146,657,304 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,964,415 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,119,368 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $136,090,305 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $148,776,672 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $140,375,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $151,786,109 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $136,090,305 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,432,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,118,393 | OtherIncreasesAmt |
| Subtotal | $148,776,672 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $148,776,672 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NONPUBLICLY TRADED INVESTMENTS | P | $2,125,000 | $1,911,171 | $213,829 | $213,829 |
| PUBLICALY TRADED | P | $5,593,562 | $5,423,802 | $169,760 | $169,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $383,589 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92,314 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $92,314 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $92,314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $73,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $73,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $121 | EsPenaltyAmt |
| Tax Due | $19,435 | 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 | 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 | WWW.HFWCNY.ORG | WebsiteAddressTxt |
| Individual With Books | NORA OBRIEN-SURIC | IndividualWithBooksNm |
| Phone | 7168523030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 726 EXCHANGE ST SUITE 518 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142101485 | 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 (22 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 |
|---|---|---|---|---|---|---|---|---|
| LEANNE FISCOE | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | CHAIR | 4.00 | $0 | $0 | $0 |
| CARRIE WHITWOOD | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | VICE CHAIR | 4.00 | $0 | $0 | $0 |
| CARRIE FRANK | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TREASUER | 4.00 | $0 | $0 | $0 |
| MARYBETH K MCCALL MD | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | SECRETARY | 4.00 | $0 | $0 | $0 |
| NORA OBRIEN-SURIC | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | PRESIDENT | 40.00 | $255,181 | $32,342 | $0 |
| DIANE OYLER | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | EXECUTIVE VICE PRESIDENT | 40.00 | $165,175 | $26,933 | $0 |
| RICHARD BATTAGLIA MD FACP | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| CHIMA CHIONUMA MD FAAP CHCQM | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| TRICIA PETER CLARK | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| JASON DANIELS | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| CATHERINE A DIVINEY | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| ANDREW W DORN JR | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| ANGELA M DOUGLAS | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| LINDA GABOR | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| LATOYA M JONES BS HAS LPN | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| KEVIN B KLOTZBACH | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| ELIZABETH L MAURO LCSW-R | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| BRENDA MCDUFFIE | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| SUCHARITA PAUL MD MPH | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| CYNTHIA RICH | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| ANN SEDORE | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| KEVIN WATKINS | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH GENEWICK | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | VICE PRESIDENT OF PR | 40.00 | $121,526 | $24,314 | $0 |
| KERRY JONES WARING | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | VICE PRESIDENT FOR C | 40.00 | $121,114 | $24,325 | $0 |
| MARNIE ANNESE | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | SENIOR PROGRAM OFFIC | 40.00 | $103,469 | $7,028 | $0 |
| CORALIE RAE BROWN | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | GRANTS OFFICER | 40.00 | $78,317 | $27,472 | $0 |
| JORDAN BELLASSAI | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | PROGRAM OFFICER | 40.00 | $86,268 | $14,267 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRONEXUS LLC | |||||
| 115 SULLYS TRAIL SUITE 111 | PITTSFORD | NY | 14534 | ACCOUNTING SERVICES | $84,389 |
| NANCY BLASCHAK | |||||
| 8822 VIOLET PARKWAY | EDEN | NY | 14057 | CONSULTING SERVICES | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DOULA PARTNERSHIP OF CAYUGA, CORTLAND, HERKIMER AND MADISON COUNTIES SUPPORTS THE DEVELOPMENT OF THE DOULA PARTNERSHIP OF CAYUGA, CORTLAND, HERKIMER AND MADISON COUNTIES TO IMPROVE MATERNAL HEALTH OUTCOMES BY CONNECTING MEDICAID ELIGIBLE PREGNANT AND BIRTHING PEOPLE WITH TRAINED DOULAS IN EACH OF THOSE COUNTIES. | Description1Txt |
| Expenses1 | $260,000 | Expenses1Amt |
| Description2 | PEDALS TRANSITION TO HUB - IMPLEMENTS THE PEDALS PROGRAM IN ONONDAGA COUNTY AND PROVIDES TECHNICAL SUPPORT IN ESTABLISHING A COORDINATING HUB FOR THE PEDALS PROGRAM FOR LOCAL IMPLEMENTATION. | Description2Txt |
| Expenses2 | $282,567 | Expenses2Amt |
| Description3 | FELLOWS COHORT 10 - HEALTH LEADERSHIP - THROUGH THIS PROGRAM, THE FOUNDATION WORKS TO DEVELOP AND SUPPORT DIVERSE, HIGHLY SKILLED, COLLABORATIVE LEADERS IN WESTERN AND CENTRAL NEW YORK. THE 18-MONTH FELLOWSHIP FOCUSES ON COLLABORATIVE LEADERSHIP, INSIDE AND ACROSS ORGANIZATIONS, AND PROMOTES DEEP UNDERSTANDING OF FIVE CORE COMPETENCIES: PERSON-CENTERED CARE, CONTINUOUS QUALITY IMPROVEMENT, WORKING THROUGH INTER-DISCIPLINARY TEAMS, USE OF INFORMATICS AND EVIDENCE-BASED OUTCOMES. | Description3Txt |
| Expenses3 | $258,846 | Expenses3Amt |
| Description4 | CO-CREATING WELL BEING - RECOGNIZES THAT TRAUMA AND TOXIC STRESS CAN LEAD TO CHALLENGES THAT CAN NEGATIVELY IMPACT CHILDHOOD DEVELOPMENT, SCHOOL READINESS, MENTAL AND PHYSICAL HEALTH AND OVERALL WELL-BEING. USING HUMAN-CENTERED DESIGN, GRANTEES DEVELOP PROJECTS THAT INCREASE ACCESS, AVAILABILITY AND UPTAKE OF TRAUMA INFORMED SERVICES THAT FOCUS ON RESILIENCE AND WELLBEING FOR CHILDREN, FAMILIES AND PROVIDERS. | Description4Txt |
| Expenses4 | $287,304 | Expenses4Amt |
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 | $139,723,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,227,292 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,950,382 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,950,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,144,256 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,806,126 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,040,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,040,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92,314 | TotalTaxAmt |
| Distributable Before Adj | $6,947,992 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,947,992 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,947,992 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,642,351 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,740 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $6,646,091 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,947,992 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,068,205 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,646,091 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,068,205 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $577,886 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,370,106 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANE OYLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 726 EXCHANGE STREET SUITE 518 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168523030 | RecipientPhoneNum |
| Form And Info And Materials | NO SET FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY BASED ON THE PROJECT. SEE FOUNDATION WEBSITE AT WWW.HFWCNY.ORG FOR ADDITIO | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION PROVIDES GRANTS FOR THE PURPOSE OF IMPROVING THE HEALTH AND HEALTH CARE ACROSS WESTERN AND CENTRAL NEW YORK WITH A SPECIAL FOCUS ON YOUNG CHILDREN, OLDER ADULTS, AND THE SYSTEMS SERVING THEM. (SEE THE FOUNDATION'S WEBSITE AT WWW.HFWCNY.ORG FOR ADDITIONAL INFORMATION) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALLEGANY COUNTY MENTAL HEALTH ASSOCIATION | |||||||
| 45 NORTH BROAD STREET | WELLSVILLE | NY | 14895 | 501C3 | TRUSTEE DISCRETIONARY FUND | $2,500 | |
| ARDENT SOLUTIONS | |||||||
| 85 NORTH MAIN STREET SUITE 4 | WELLSVILLE | NY | 14895 | 501C3 | SOUTHERN TIER CHILD ADVOCACY CENTER EMERGENCY FUNDING | $314,000 | |
| BACK TO BASICS OUTREACH MINISTRIES INC | |||||||
| 1370 WILLIAM STREET | BUFFALO | NY | 14206 | 501C3 | TRUSTEE DISCRETIONARY FUND | $1,000 | |
| BERTRAND CHAFFEE HOSPITAL | |||||||
| 224 EAST MAIN STREET | SPRINGVILLE | NY | 14141 | 501C3 | AGE-FRIENDLY HEALTH SYSTEMS - NY STATE ACTION COMMUNITY | $10,000 | |
| BISON CHILDREN'S SCHOLARSHIP FUND INC | |||||||
| 284 DELAWARE AVE | BUFFALO | NY | 14202 | 501C3 | BISON FUND 2022-2026 | $105,000 | |
| BLACK BOYS READ TOO | |||||||
| 136 NORTH DIVISION STREET303 | BUFFALO | NY | 14203 | 501C3 | TRUSTEE SERVICE CONTRIBUTIONS | $500 | |
| BOSTON FOUNDATION INC | |||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | 501C3 | WESTERN NEW YORK CAREGIVER RESPITE PROGRAM EXPANSION | $150,000 | |
| BOYS & GIRLS CLUB OF SYRACUSE | |||||||
| PO BOX 606 | SYRACUSE | NY | 13209 | 501C3 | TRUSTEE DISCRETIONARY FUND | $1,000 | |
| BUFFALO HOUSE OF HOPE INC | |||||||
| 4263 ST FRANCIS DRIVE | HAMBURG | NY | 14072 | 501C3 | TRUSTEE DISCRETIONARY FUND | $2,500 | |
| CANOPY OF NEIGHBORS | |||||||
| 805 DELAWARE AVE | BUFFALO | NY | 14209 | 501C3 | TRUSTEE DISCRETIONARY FUND | $1,000 | |
| CATTARAUGUS COUNTY HEALTH DEPARTMENT | |||||||
| 1 LEO MOSS DRIVE | OLEAN | NY | 14760 | 501C3 | RURAL HEALTH MICROGRANT FUND 2023 | $5,000 | |
| CAYUGA COUNTY COMMUNITY HEALTH NETWORK INC | |||||||
| 2119 W GENESEE STREET ROAD | AUBURN | NY | 13021 | 501C3 | DOULA PARTNERSHIP OF CAYUGA, CORTLAND, HERKIMER AND MADISON COUNTIES | $335,000 | |
| CAYUGA MEDICAL CENTER AT ITHACA | |||||||
| 101 DATES DRIVE | ITHACA | NY | 14850 | 501C3 | NY STATE ACTION COMMUNITY PHASE 2 | $10,000 | |
| CENTER FOR ELDER LAW AND JUSTICE | |||||||
| 438 MAIN STSTE 1200 | BUFFALO | NY | 14202 | 501C3 | MASTER PLAN FOR AGING 2023 (DELETED) | $22,000 | |
| CENTER FOR EXCELLENCE IN HEALTH CARE JOURNALISM | |||||||
| 10 NEFF HALL UNIVERSITY OF MISSOURI | COLUMBIA | MO | 65211 | 501C3 | ASSOCIATION OF HEALTHCARE JOURNALISTS CONFERENCE FELLOWSHIPS (DELETED) | $10,000 | |
| CENTRAL CURRENT INC | |||||||
| 110 WEST FAYETTE STREET | SYRACUSE | NY | 13202 | 501C3 | REPORTING ON THE GAPS IN THE SYRACUSE LEAD SYSTEM | $5,000 | |
| CENTRAL NEW YORK JAZZ FOUNDATION | |||||||
| 441 EAST WASHINGTON STREET | SYRACUSE | NY | 13202 | 501C3 | TRUSTEE DISCRETIONARY FUND | $1,000 | |
| CHILD & FAMILY SERVICES OF BUFFALO AND ERIE COUNTY | |||||||
| 330 DELAWARE AVE | BUFFALO | NY | 14202 | 501C3 | TRUSTEE DISCRETIONARY FUND | $3,000 | |
| CHILD CARE SOLUTIONS | |||||||
| 6724 THOMPSON ROAD | SYRACUSE | NY | 13211 | 501C3 | PEDALS CNY - TRANSITION TO HUB | $200,025 | |
| CITY MISSION SOCIETY INC | |||||||
| 100 E TUPPER | BUFFALO | NY | 14203 | 501C3 | BUFFALO CITY MISSION - NEXT CENTURY CAMPAIGN | $62,500 | |
| COMFORT HOUSE OF ALLEGANY COUNTY INC | |||||||
| 141 EAST STATE STREET | WELLSVILLE | NY | 14895 | 501C3 | TRUSTEE DISCRETIONARY FUND | $2,500 | |
| COMMUNITY CONNECTIONS OF NY INC | |||||||
| 217 E DELAVAN AVE | BUFFALO | NY | 14208 | 501C3 | PEDALS CNY - TRANSITION TO HUB | $82,526 | |
| COMMUNITY HEALTH CENTER OF BUFFALO INC | |||||||
| 34 BENWOOD AVE | BUFFALO | NY | 14214 | 501C3 | AGE-FRIENDLY HEALTH SYSTEMS - NY STATE ACTION COMMUNITY | $10,000 | |
| COMMUNITY SERVICE SOCIETY OF NEW YORK | |||||||
| 633 THIRD AVE 10TH FLOOR | NEW YORK | NY | 10017 | 501C3 | REACHING THE 5% OUTREACH AND ENGAGEMENT YEAR 2 (DELETED) | $180,000 | |
| COMPEER WEST | |||||||
| 1179 KENMORE AVE | BUFFALO | NY | 14217 | 501C3 | DEI ADVANCEMENT AT COMPEER (DELETED) | $4,000 | |
| COUNCIL OF SENIOR CENTERS DBA LIVEON NY | |||||||
| 49 WEST 45TH STREET7TH FLOOR | NEW YORK | NY | 10036 | GOVERNMENT | REFRAMING AGING MPA ADVOCACY | $20,000 | |
| CRISIS SERVICES | |||||||
| 100 RIVER ROCK DRIVESUITE 300 | BUFFALO | NY | 14207 | 501C3 | TRUSTEE DISCRETIONARY FUND | $1,000 | |
| CROUSE HEALTH FOUNDATION | |||||||
| 736 IRVING AVE | SYRACUSE | NY | 13210 | 501C3 | TRUSTEE DISCRETIONARY FUND | $5,000 | |
| EARLY CHILDHOOD ALLIANCE ONONDAGA INC | |||||||
| 484 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | 501C3 | HMG ONONDAGA QI DATA ANALYTICS | $116,000 | |
| ECMC FOUNDATION INC | |||||||
| 462 GRIDER STREETG-1 | BUFFALO | NY | 14215 | 501C3 | AGE-FRIENDLY HEALTH SYSTEMS - NY STATE ACTION COMMUNITY | $10,000 | |
| EDUCATION DEVELOPMENT CENTER INC | |||||||
| 300 5TH AVESTE 2010 | WALTHAM | MA | 02451 | 501C3 | COMMUNITY BUILDING IN NIAGARA COUNTY TO ADDRESS ELDER MISTREATMENT | $171,250 | |
| EMPOWER PARKINSON | |||||||
| PO BOX 353 | TULLY | NY | 13159 | 501C3 | TRUSTEE DISCRETIONARY FUND | $5,000 | |
| ERIE NIAGARA AREA HEALTH EDUCATION CENTER INC | |||||||
| 77 GOODELL STREET SUITE 460 | BUFFALO | NY | 14203 | 501C3 | ERIE NIAGARA AHEC DOULA COORDINATION AND SERVICE | $200,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | 501C3 | TRUSTEE DISCRETIONARY FUND | $2,500 | |
| FAMILY HELP CENTER | |||||||
| 60 DINGENS STREET | BUFFALO | NY | 14206 | 501C3 | GRANDPARENTING ALL OVER AGAIN 2.0 | $11,000 | |
| FAMILY PROMISE OF WESTERN NEW YORK | |||||||
| 75 HICKORY STREET | BUFFALO | NY | 14204 | 501C3 | TRUSTEE DISCRETIONARY FUND | $5,000 | |
| FEEDMORE WNY | |||||||
| 100 JAMES E CASEY DR | BUFFALO | NY | 14206 | 501C3 | TRUSTEE DISCRETIONARY FUND | $1,000 | |
| FRIENDS OF NIGHT PEOPLE | |||||||
| 394 HUDSON STREET | BUFFALO | NY | 14201 | 501C3 | TRUSTEE DISCRETIONARY FUND | $1,000 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS (GEO) | |||||||
| 1310 L STREET NW SUITE 650 | WASHINGTON | DC | 20005 | 501C3 | GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | $2,500 | |
| GRANTMAKERS IN AGING INC | |||||||
| 333 MAMARONECK AVE 238 | WHITE PLAINS | NY | 10605 | 501C3 | GRANTMAKERS IN AGING | $4,000 | |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | 501C3 | GRANTMAKERS IN HEALTH | $8,725 | 1200 |
| GRASSROOTS GARDENS | |||||||
| 389 BROADWAY STREET | BUFFALO | NY | 14204 | 501C3 | GRASSROOTS GARDENS | $15,000 | |
| HEALTHCARE ASSOCIATION OF NEW YORK STATE | |||||||
| ONE EMPIRE DRIVE | RENSSELAER | NY | 12144 | 501C3 | AGE-FRIENDLY HEALTH SYSTEMS - NY STATE ACTION COMMUNITY | $75,594 | |
| HEALTHY COMMUNITY ALLIANCE INC | |||||||
| 1 SCHOOL STREET | GOWANDA | NY | 14070 | 501C3 | MACKENZIE SCOTT 2023 RURAL HEALTH NETWORKS | $75,000 | |
| HOLY CROSS HEAD START INC | |||||||
| 150 MARYLAND STREET | BUFFALO | NY | 14201 | 501C3 | CFK - HOLY CROSS HEAD START (DELETED) | $3,500 | |
| IN HIS NAME OUTREACH INC | |||||||
| 576 DICK RDSUITE 11 | DEPEW | NY | 14043 | 501C3 | RURAL HEALTH MICROGRANT FUND 2023 | $5,000 | |
| INCLUSIVE ALLIANCE IPA INC | |||||||
| PO BOX 12167 | SYRACUSE | NY | 13218 | 501C3 | COMMUNITY CARE HUB | $10,000 | |
| INDEPENDENT HEALTH FOUNDATION INC | |||||||
| 511 FARBER LAKES DRIVE | WILLIAMSVILLE | NY | 14221 | 501C3 | GROWING UP STRONG/INDEPENDENT HEALTH FOUNDATION | $75,000 | |
| INTEGRATED COMMUNITY ALTERNATIVES NETWORK | |||||||
| 310 MAIN STREET | UTICA | NY | 13501 | 501C3 | HEALTHY CONNECTIONS FROM THE START | $81,376 | |
| INTEGRATED COMMUNITY PLANNING OF OSWEGO COUNTY INC | |||||||
| 317 W 1ST STREET SUITE 111 | OSWEGO | NY | 13126 | 501C3 | OSWEGO HMG BEMI TRAINING AND PLANNING (DELETED) | $12,000 | |
| INTERFAITH WORKS OF CENTRAL NEW YORK | |||||||
| 1010 JAMES STREET | SYRACUSE | NY | 13203 | 501C3 | RURAL HEALTH DISPARITIES MICROGRANT FUND | $5,000 | |
| JOE FAMILY FOUNDATION | |||||||
| 3947 SANDPIPER LANE | LIVERPOOL | NY | 13090 | 501C3 | TRUSTEE DISCRETIONARY FUND | $2,000 | |
| JOHN SNOW INC | |||||||
| 44 FARNSWORTH ST | BOSTON | MA | 02210 | 501C3 | WNY SAFETY NET NEEDS ASSESSMENT 2022 UPDATE | $70,000 | |
| JOSEPH'S HOUSE FOR WOMEN | |||||||
| 802 COURT STREET | SYRACUSE | NY | 13208 | 501C3 | TRUSTEE DISCRETIONARY FUND | $5,000 | |
| LAKESHORE CONNECTIONS | |||||||
| 217 EAST DELAVAN | BOSTON | MA | 02210 | 501C3 | FELLOWS ACTION NETWORK 2022-2024 | $18,975 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 22470 | NEW YORK | NY | 10087 | 501C3 | LLS LOCAL TRAVEL ASSISTANCE INITIATIVE | $10,000 | |
| LIFESPAN OF GREATER ROCHESTER INC | |||||||
| 1900 S CLINTON AVE | ROCHESTER | NY | 14618 | 501C3 | LIFESPAN - COMMUNITY CARE CONNECTIONS | $100,000 | |
| LITTLE PORTION FRIARY | |||||||
| 1305 MAIN STREET | BUFFALO | NY | 14209 | 501C3 | TRUSTEE DISCRETIONARY FUND | $2,500 | |
| MADISON COUNTY RURAL HEALTH COUNCIL INC | |||||||
| PO BOX 430 | CAZENOVIA | NY | 13035 | 501C3 | MACKENZIE SCOTT 2023 RURAL HEALTH NETWORKS | $75,000 | |
| MADONNA OF THE STREET INC DBA ST LUKE'S MISSION OF MERCY | |||||||
| PO BOX 1136 | BUFFALO | NY | 14215 | 501C3 | TRUSTEE DISCRETIONARY FUND | $5,000 | |
| MASSACHUSETTS AVENUE PROJECT | |||||||
| 387 MASSACHUSETTS AVE | BUFFALO | NY | 14213 | 501C3 | TRUSTEE DISCRETIONARY FUND | $2,500 | |
| MENTAL HEALTH ADVOCATES OF WESTERN NEW YORK | |||||||
| 1021 BROADWAY STREET5TH FLOOR | BUFFALO | NY | 14212 | 501C3 | 4TH ANNUAL FAMILY ENGAGEMENT CONFERENCE | $5,000 | |
| MID-ERIE MENTAL HEALTH SERVICES DBA ENDEAVOR HEALTH | |||||||
| 1526 WALDEN AVENUE SUITE 400 | CHEEKTOWAGA | NY | 14225 | 501C3 | TRUSTEE DISCRETIONARY FUND | $5,000 | |
| MOST VALUABLE PARENTS OF BUFFALO | |||||||
| 59 WEBER AVE | BUFFALO | NY | 14215 | 501C3 | VIOLENCE PREVENTION PROGRAM (DELETED) | $9,000 | |
| MOUNT ST MARY'S HOSPITAL OF NIAGARA FALLS | |||||||
| 144 GENESEE ST | BUFFALO | NY | 14203 | 501C3 | AGE-FRIENDLY HEALTH SYSTEMS - NY STATE ACTION COMMUNITY | $10,000 | |
| NATIVE AMERICAN COMMUNITY SERVICES OF ERIE AND NIAGARA | |||||||
| 1005 GRANT ST A | BUFFALO | NY | 14207 | 501C3 | NATIVE AMERICAN COMMUNITY SERVICES (DELETED) | $25,000 | |
| NEW YORK ACADEMY OF MEDICINE | |||||||
| 1216 FIFTH AVENUE | NEW YORK | NY | 10027 | 501C3 | AL 2.0 | $25,000 | |
| NEW YORK STATE ASSOCIATION FOR RURAL HEALTH INC | |||||||
| PO BOX 653 | CANASTOTA | NY | 13032 | 501C3 | MACKENZIE SCOTT 2023 RURAL HEALTH NETWORKS | $30,000 | |
| NEW YORK STATEWIDE SENIOR ACTION COUNCIL INC | |||||||
| 275 STATE STREET | ALBANY | NY | 12210 | 501C3 | STATEWIDE SENIOR ACTION HEALTH TASK FORCE (DELETED) | $50,000 | |
| NY FUNDERS ALLIANCE | |||||||
| 431 E FAYETTE ST | SYRACUSE | NY | 13202 | 501C3 | NON-PROFIT SUPPORT GROUP (DELETED) | $41,500 | |
| NY FUNDERS ALLIANCE INITIATIVES FUND | |||||||
| THE CENTRAL NY PHILANTHROPY CENTER | SYRACUSE | NY | 13202 | 501C3 | NONPROFIT SUPPORT GROUP SUPPLEMENTAL GRANT (DELETED) | $35,995 | 431 E FAYETTE ST |
| P2 COLLABORATIVE OF WESTERN NEW YORK INC | |||||||
| PO BOX 295 | BUFFALO | NY | 14223 | 501C3 | BUFFALO CENTER FOR HEALTH EQUITY (DELETED) | $50,000 | |
| PAPPY MARTIN LEGACY JAZZ COLLECTIVE | |||||||
| 136 MERCER AVE | BUFFALO | NY | 14214 | 501C3 | TRUSTEE DISCRETIONARY FUND | $7,000 | |
| PARTNERS IN COMMUNITY DEVELOPMENT | |||||||
| 45 MAXON STREET | ROCHESTER | NY | 14609 | 501C3 | TRUSTEE DISCRETIONARY FUND | $1,000 | |
| PEAK GRANTMAKING | |||||||
| 1701 PENNSYLVANIA AVE NW SUITE 200 | WASHINGTON | DC | 20006 | 501C3 | PEAK GRANTMAKING | $2,000 | |
| PHILANTHROPY NEW YORK | |||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | 501C3 | PHILANTHROPY NEW YORK MEMBERSHIP | $6,400 | |
| POLICE ATHLETIC LEAGUE OF BUFFALO | |||||||
| 65 NIAGARA SQ21ST FL | BUFFALO | NY | 14202 | 501C3 | HEALTHY LIVING FARM TO FORK WBLK SPONSORSHIP (DELETED) | $24,600 | |
| PUBLIC POLICY AND EDUCATION FUND OF NEW YORK INC | |||||||
| 94 CENTRAL AVENUE | ALBANY | NY | 12206 | 501C3 | ADVOCACY 2022 | $10,000 | |
| READ TO SUCCEED BUFFALO INC | |||||||
| 392 PEARL STREET SUITE 100 | BUFFALO | NY | 14202 | 501C3 | EXPERIENCE CORPS - READ TO SUCCEED BUFFALO | $50,000 | |
| REFUGEE & IMMIGRANT SELF-EMPOWERMENT INC | |||||||
| PO BOX 11338 | SYRACUSE | NY | 13218 | 501C3 | RISE CASE MANAGERS WNY | $72,784 | |
| SCHUYLER CENTER FOR ANALYSIS AND ADVOCACY INC | |||||||
| 150 STATE STREET4TH FLOOR | ALBANY | NY | 12207 | 501C3 | ADVOCACY 2023 | $25,000 | |
| SEVEN VALLEYS HEALTH COALITION INC | |||||||
| 10 KENNEDY PARKWAY | CORTLAND | NY | 13045 | 501C3 | MACKENZIE SCOTT 2023 RURAL HEALTH NETWORKS | $75,000 | |
| SOUTHERN TIER HEALTH CARE SYSTEM INC | |||||||
| 1 LAURENS ST | OLEAN | NY | 14760 | 501C3 | SAFE KIDS SOUTHERN TIER NEW YORK COALITION | $150,000 | |
| STATES UNITED TO PREVENT GUN VIOLENCE | |||||||
| PO BOX 1453 | EAST ARLINGTON | MA | 02476 | 501C3 | TRUSTEE DISCRETIONARY FUND | $2,500 | |
| THE BOWMAN HOUSE | |||||||
| 731 LAFAYETTE STREET | UTICA | NY | 13502 | 501C3 | TRUSTEE DISCRETIONARY FUND | $5,000 | |
| THE RESEARCH FOUNDATION OF SUNY UB | |||||||
| 520 LEE ENTRANCESUITE 211 | AMHERST | NY | 14228 | 501C3 | UNIVERSITY AT BUFFALO KICKSTART FOOT CARE PROGRAM | $27,600 | |
| THE UPSTATE FOUNDATION INC | |||||||
| 750 E ADAMS ST CAB326 | SYRACUSE | NY | 13210 | 501C3 | THINKING HEALTHY PROGRAM | $59,975 | |
| TULLY FREE LIBRARY | |||||||
| 12 STATE STREET | TULLY | NY | 13159 | 501C3 | TRUSTEE DISCRETIONARY FUND | $5,000 | |
| UNITED WAY OF BUFFALO AND ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | 501C3 | CO-CREATING WELL BEING EXPANSION | $84,000 | |
| UNITED WAY OF CENTRAL NEW YORK INC | |||||||
| 980 JAMES STREET | SYRACUSE | NY | 13203 | 501C3 | CO-CREATING WELL BEING EXPANSION | $40,000 | |
| UNIVERSAL PRIMARY CARE | |||||||
| 135 NORTH UNION STREET | OLEAN | NY | 14760 | 501C3 | CARE TEAM OF THE FUTURE (DELETED) | $30,000 | |
| VILLAGE BIRTH INTERNATIONAL | |||||||
| PO BOX 205 | SYRACUSE | NY | 13205 | 501C3 | TRUSTEE DISCRETIONARY FUND | $5,000 | |
| WEST BUFFALO CHARTER SCHOOL | |||||||
| 113 LAFAYETTE AVE | BUFFALO | NY | 14213 | 501C3 | TRUSTEE DISCRETIONARY FUND | $2,500 | |
| WESTERN NEW YORK CLINICAL INFORMATION EXCHANGE | |||||||
| 2475 GEORGE URBAN BLVD SUITE 202 | DEPEW | NY | 14043 | 501C3 | FELLOWS ACTION NETWORK 2022-2024 | $107,140 | |
| WESTERN NEW YORK INTEGRATED CARE COLLABORATIVE INC | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | 501C3 | CHRONIC DISEASE SELF MANAGEMENT PROGRAM | $15,000 | |
| WESTERN NEW YORK PUBLIC BROADCASTING ASSOCIATION | |||||||
| 140 LOWER TERRACE STREET | BUFFALO | NY | 14202 | 501C3 | WBFO OLDER ADULTS NEWS DESK (DELETED) | $33,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION - JAMESTOWN | |||||||
| 401 N MAIN ST | JAMESTOWN | NY | 14701 | 501C3 | RURAL HEALTH DISPARITIES MICROGRANT FUND | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,864,465 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSN CNY CHAPTER | ||||||
| 6400 SHERIDAN DR SUITE 320 | AMHERST | NY | 14221 | 501C3 | SOUTHERN TIER ALZHEIMER'S AND DEMENTIA COMMUNITY FORUM | $3,000 |
| ARDENT SOLUTIONS | ||||||
| 85 N MAIN STREET SUITE 4 | WELLSVILLE | NY | 14895 | 501C3 | SOUTHERN TIER CHILD ADVOCACY CENTER | $200,000 |
| BOSTON FOUNDATION INC DBA THE PHILANTHROPIC INITIATIVE | ||||||
| 25 ARLINGTON ST 3RD FLOOR | BOSTON | MA | 02116 | 501C3 | WNY MEMORY CAF INITIATIVE | $175,000 |
| CAYUGA COMMUNITY HEALTH NETWORK INC | ||||||
| 2119 W GENESSEE ST | AUBURN | NY | 13021 | 501C3 | DOULA PARTNERSHIP OF CAYUGA, CORTLAND, HERKIMER AND MADISON COUNTIES | $260,000 |
| CENTRAL CURRENT INC | ||||||
| 110 WEST FAYETTE ST | SYRACUSE | NY | 13202 | 501C3 | REPORTING ON THE GAPS IN THE SYRACUSE LEAD SYSTEM | $5,000 |
| CHILD CARE SOLUTIONS | ||||||
| 6724 THOMPSON RD | SYRACUSE | NY | 13211 | 501C3 | PEDALS CNY HUB SUPPORT & EXPANSION | $548,507 |
| EARLY CHILDHOOD ALLIANCE OF ONONDAGA | ||||||
| 518 JAMES ST SUITE 200 | SYRACUSE | NY | 13220 | 501C3 | HELP ME GROW ONONDAGA QI & DATA ANALYTICS FOR SYSTEMS CHANGE | $75,000 |
| ERIE NIAGARA AREA HEALTH EDUCATION CENTER | ||||||
| 100 LEROY AVE SUITE 250 | BUFFALO | NY | 14214 | 501C3 | DOULA COORDINATION AND SERVICES PROGRAM | $300,000 |
| GRANTMAKERS FORUM OF NEW YORK INC DBA NY FUNDERS ALLIANCE INITIATIVES FUN | ||||||
| 431 E FAYETTE ST | SYRACUSE | NY | 13202 | 501C3 | WNY NONPROFIT SUPPORT GROUP | $128,281 |
| HEALTHCARE EDUCATIONAL & RESEARCH FUND INC | ||||||
| ONE EMPIRE DR | RENSSELAER | NY | 12144 | 501C3 | AGE-FRIENDLY HEALTH SYSTEM: NEW YORK STATE ACTION COMMUNITY 3.0 | $114,640 |
| HEALTHELINK | ||||||
| 2568 WALDEN AVE | BUFFALO | NY | 14225 | 501C3 | HEALTH HOMES TECHNOLOGY | $20,000 |
| INCLUSIVE ALLIANCE IPA INC | ||||||
| PO BOX 12167 | SYRACUSE | NY | 13218 | 501C3 | A CNY COMMUNITY CARE HUB | $170,000 |
| INDEPENDENT HEALTH FOUNDATION | ||||||
| 511 FARBER LAKES DRIVE | WILLIAMSVILLE | NY | 14221 | 501C3 | GROWING UP STRONG: WNY HEALTHYSTEPS | $50,000 |
| INTEGRATED COMMUNITY PLANNING OF OSWEGO COUNTY INC | ||||||
| 317 W 1ST ST STE 111 | OSWEGO | NY | 13126 | 501C3 | HELP ME GROW OSWEGO INITIAL PLANNING & IMPLEMENTATION | $200,000 |
| JOHN SNOW INC | ||||||
| 44 FARNSWORTH ST 7TH FLOOR | BOSTON | MA | 02210 | 501C3 | WNY SAFETY NET CAPACITY ANALYSIS | $120,000 |
| LIFESPAN OF GREATER ROCHESTER INC | ||||||
| 1900 S CLINTON AVE | ROCHESTER | NY | 14618 | 501C3 | COMMUNITY CARE CONNECTIONS | $60,000 |
| NEW YORK ACADEMY OF MEDICINE | ||||||
| 1216 FIFTH AVENUE | NEW YORK | NY | 10029 | 501C3 | AGE FRIENDLY: GO LOCAL 2.0 | $50,320 |
| NEW YORK STATE ASSOCIATION FOR RURAL HEALTH INC | ||||||
| PO BOX 653 | CANASTOTA | NY | 13032 | 501C3 | NEW YORK STATE ASSOCIATION FOR RURAL HEALTH CAPACITY BUILDING SUPPORT | $150,000 |
| OSBOURNE ASSOCIATION | ||||||
| 34 BENWOOD AVENUE 4TH FLOOR | BUFFALO | NY | 14214 | 501C3 | SAFEGUARDING CHILDREN OF ARRESTED PARENTS TRAINING | $3,000 |
| P2 COLLABORATIVE OF WESTERN NEW YORK INC | ||||||
| PO BOX 295 | BUFFALO | NY | 14223 | 501C3 | BUFFALO CENTER FOR HEALTH EQUITY | $25,000 |
| READ TO SUCCEED BUFFALO INC | ||||||
| 392 PEARL STREET | BUFFALO | NY | 14202 | 501C3 | EXPERIENCE CORPS | $25,000 |
| SCHUYLER CENTER FOR ANALYSIS AND ADVOCACY INC | ||||||
| 540 BROADWAY ALBANY | ALBANY | NY | 12207 | 501C3 | ORAL HEALTH PROJECT & MEDICAID MATTERS NY | $100,000 |
| SOUTH BUFFALO COMMUNITY ASSOCIATION | ||||||
| 35 CAZENOVIA STREET | BUFFALO | NY | 14220 | 501C3 | EMERGENCY PREPAREDNESS FOR OLDER ADULTS IN THE CITY OF BUFFALO | $7,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,789,948 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,208,316 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $769,449 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $383,589 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionAmt |
|---|---|
| RETURNED GRANT FUNDS | $63,133 |
| OTHER INCOME | $575 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,655,613 | ExclusionAmt |
| Related Or Exempt Function Incm | $769,449 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,425,062 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11 | RETURNED GRANT FUNDS |
| 11 | OTHER INCOME |
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 | $42,500 | Amt |
| Net Investment Income | $10,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,875 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (89 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE-(2)4DR LATERAL FILES | 2002-11-06 | $734 | $734 | SL | 0.000000000000 | $0 | $0 |
| FILE CABINET | 2003-04-08 | $580 | $580 | SL | 0.000000000000 | $0 | $0 |
| BOOKCASES | 2003-08-01 | $366 | $366 | SL | 0.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS-LARKIN | 2007-03-29 | $12,427 | $12,427 | SL | 0.000000000000 | $0 | $0 |
| 8 CHAIRS (KNOLL) | 2010-06-02 | $3,557 | $3,557 | SL | 0.000000000000 | $0 | $0 |
| 4 RECTANGULAR TABLES | 2010-06-02 | $777 | $777 | SL | 0.000000000000 | $0 | $0 |
| SYRACUSE IMPROVEMENT | 2010-12-20 | $20,000 | $20,000 | SL | 0.000000000000 | $0 | $0 |
| BUFFALO IMPROVEMENTS | 2010-12-20 | $56,566 | $56,566 | SL | 0.000000000000 | $0 | $0 |
| OFFICE FURNITURE - BUFFALO | 2010-12-21 | $8,833 | $8,833 | SL | 0.000000000000 | $0 | $0 |
| VIDEO CONFERENCING EQUIPMENT - BUFFALO | 2011-04-08 | $47,194 | $47,194 | SL | 0.000000000000 | $0 | $0 |
| VIDEO CONFERENCE UPGRADE | 2012-05-31 | $7,105 | $7,105 | SL | 0.000000000000 | $0 | $0 |
| ERGONOMIC CHAIRS & OFFICE FURNITURE | 2012-07-16 | $6,264 | $6,264 | SL | 0.000000000000 | $0 | $0 |
| VIDEO 190 - UPGRADE TO CONFERENCE ROOM | 2012-07-02 | $467 | $467 | SL | 0.000000000000 | $0 | $0 |
| MONITORS AND PROJECTOR | 2012-08-22 | $1,518 | $1,518 | SL | 0.000000000000 | $0 | $0 |
| FURNITURE | 2012-08-22 | $830 | $830 | SL | 0.000000000000 | $0 | $0 |
| SIGN IN FRONT OFFICE | 2012-09-14 | $3,150 | $3,150 | SL | 0.000000000000 | $0 | $0 |
| RE/FE SOFTWARE | 2013-01-01 | $45,453 | $45,453 | SL | 0.000000000000 | $0 | $0 |
| GE SOFTWARE | 2013-01-01 | $42,545 | $42,545 | SL | 0.000000000000 | $0 | $0 |
| GE IMPLEMENTATION | 2013-01-01 | $3,555 | $3,555 | SL | 0.000000000000 | $0 | $0 |
| PRESIDENT'S OFFICE GUEST CHAIRS | 2013-08-12 | $1,075 | $1,075 | SL | 0.000000000000 | $0 | $0 |
| POLYCOM - SYRACUSE | 2013-08-01 | $959 | $959 | SL | 0.000000000000 | $0 | $0 |
| POLYCOM - BUFFALO | 2013-08-01 | $1,457 | $1,457 | SL | 0.000000000000 | $0 | $0 |
| DELL SERVER | 2013-08-01 | $4,903 | $4,903 | SL | 0.000000000000 | $0 | $0 |
| BUFFALO OFFICE EXPANSION 2014 | 2014-07-15 | $82,478 | $78,354 | SL | 0.000000000000 | $0 | $0 |
| BUFFALO OFFICE FURNITURE | 2014-08-01 | $23,721 | $22,337 | SL | 0.000000000000 | $0 | $0 |
| TERMINAL SERVER | 2014-10-17 | $6,615 | $6,615 | SL | 0.000000000000 | $0 | $0 |
| REPLACEMENT UPS | 2014-12-23 | $950 | $950 | SL | 0.000000000000 | $0 | $0 |
| COMPUTER AND TWO MONITORS | 2015-01-14 | $1,077 | $1,077 | SL | 0.000000000000 | $0 | $0 |
| COMPUTER - PRESIDENTS OFFICE | 2015-05-01 | $770 | $770 | SL | 0.000000000000 | $0 | $0 |
| LOGITECH HD PRO WEBCAMS | 2015-07-01 | $783 | $783 | SL | 0.000000000000 | $0 | $0 |
| OFFICE ART PROJECT | 2015-12-31 | $11,353 | $11,353 | SL | 0.000000000000 | $0 | $0 |
| SYRACUSE OFFICE FURNITURE | 2015-12-08 | $9,167 | $9,167 | SL | 0.000000000000 | $0 | $0 |
| LCO BUFFALO OFFICE PAINTING | 2016-01-01 | $1,260 | $1,260 | SL | 0.000000000000 | $0 | $0 |
| HP PROBOOK 655 G1 15.6 NOTEBOOK | 2016-05-01 | $834 | $834 | SL | 0.000000000000 | $0 | $0 |
| HP 2012 230 W DOCKING STATION | 2016-05-31 | $236 | $236 | SL | 0.000000000000 | $0 | $0 |
| LOCKING BOOKCASE | 2016-05-01 | $258 | $258 | SL | 0.000000000000 | $0 | $0 |
| NETWORK SWITCH'S FOR ZULTYS PHONE SYSTEM | 2016-07-13 | $1,683 | $1,683 | SL | 0.000000000000 | $0 | $0 |
| ZULTYS VOIP PHONE SYSTEM | 2016-07-20 | $23,863 | $17,897 | SL | 0.000000000000 | $0 | $0 |
| HP PROBOOK 450 G3 15.6" TOUCHSCREEN NOTEBOOK | 2016-08-15 | $865 | $865 | SL | 0.000000000000 | $0 | $0 |
| LAPTOP AND DOCKING STATION | 2016-08-01 | $1,030 | $1,030 | SL | 0.000000000000 | $0 | $0 |
| HFWCNY HALL SIGN | 2016-09-14 | $1,005 | $1,005 | SL | 0.000000000000 | $0 | $0 |
| FIVE DRAWER FILE CABINET | 2016-10-14 | $1,053 | $1,053 | SL | 0.000000000000 | $0 | $0 |
| DELL OPTIPLEX 3040 DESKTOP COMPUTER | 2017-01-01 | $1,129 | $1,129 | SL | 0.000000000000 | $0 | $0 |
| PRO BOOK (HP) DOCKING STATION/MONITORS | 2017-02-20 | $1,801 | $1,801 | SL | 0.000000000000 | $0 | $0 |
| FURNITURE FOR PRESIDENTS OFFICE | 2017-05-01 | $10,408 | $6,939 | SL | 0.000000000000 | $0 | $0 |
| 4 - VARICHAIRS | 2017-10-01 | $762 | $681 | SL | 0.000000000000 | $0 | $0 |
| 8 - VARIDESKS | 2017-10-01 | $5,166 | $4,612 | SL | 0.000000000000 | $0 | $0 |
| RICOH COLOR COPIER | 2018-02-01 | $8,905 | $5,269 | SL | 0.000000000000 | $0 | $0 |
| SMALL TRAVEL LAPTOP - PRESIDENT | 2018-02-26 | $1,680 | $1,680 | SL | 0.000000000000 | $0 | $0 |
| BROTHER PRINTER - PRESIDENTS OFFICE | 2018-02-26 | $380 | $380 | SL | 0.000000000000 | $0 | $0 |
| 5 - DOCKING STATIONS | 2018-02-26 | $1,493 | $1,493 | SL | 0.000000000000 | $0 | $0 |
| 5-DELL LAPTOPS _ PROGRAM TEAM | 2018-02-26 | $6,795 | $6,795 | SL | 0.000000000000 | $0 | $0 |
| SONIC WALL | 2018-03-01 | $1,607 | $1,607 | SL | 0.000000000000 | $0 | $0 |
| VP OF FINANCE COMPUTER | 2018-08-14 | $1,334 | $1,334 | SL | 0.000000000000 | $0 | $0 |
| OFFICE MANAGER COMPUTER | 2018-08-14 | $1,334 | $1,334 | SL | 0.000000000000 | $0 | $0 |
| GRANTS MANAGER COMPUTER | 2018-08-14 | $1,333 | $1,333 | SL | 0.000000000000 | $0 | $0 |
| VP OF FINANCE - MONITORS | 2018-08-14 | $488 | $488 | SL | 0.000000000000 | $0 | $0 |
| OFFICE MANAGER - MONITORS | 2018-08-14 | $488 | $488 | SL | 0.000000000000 | $0 | $0 |
| GRANTS MANAGER - MONITORS | 2018-08-30 | $488 | $488 | SL | 0.000000000000 | $0 | $0 |
| SERVER OPERATING SYSTEM_MS OFFICE LICENSES | 2018-08-14 | $499 | $499 | SL | 0.000000000000 | $0 | $0 |
| SYRACUSE OFFICE PAINTING | 2018-09-01 | $4,300 | $4,300 | SL | 0.000000000000 | $0 | $0 |
| DELL LAPTOP CUSTOM BUILT | 2018-10-22 | $1,567 | $1,567 | SL | 0.000000000000 | $0 | $0 |
| DELL DOCKING STATION | 2018-10-22 | $295 | $295 | SL | 0.000000000000 | $0 | $0 |
| RICOH COPY MACHINE | 2019-01-24 | $5,936 | $2,968 | SL | 0.000000000000 | $0 | $0 |
| SYRACUSE OFFICE FURNITURE - 2019 | 2019-01-09 | $11,416 | $5,709 | SL | 0.000000000000 | $0 | $0 |
| RICOH PROJECTOR | 2019-04-12 | $1,525 | $1,525 | SL | 0.000000000000 | $0 | $0 |
| 2 - VARICHAIRS | 2019-05-01 | $390 | $260 | SL | 0.000000000000 | $0 | $0 |
| HP PROBOOK 455R | 2019-08-16 | $742 | $742 | SL | 0.000000000000 | $0 | $0 |
| HP DOCKING STATION | 2019-08-16 | $239 | $239 | SL | 0.000000000000 | $0 | $0 |
| 2 - 24" DELL MONITORS | 2019-08-16 | $472 | $472 | SL | 0.000000000000 | $0 | $0 |
| CONFERENCE ROOM LAPTOP | 2019-09-15 | $739 | $739 | SL | 0.000000000000 | $0 | $0 |
| SONIC WALL NETWORK FIREWALL | 2019-12-31 | $880 | $880 | SL | 0.000000000000 | $0 | $0 |
| UBITQUITI EDGESWITCH | 2020-02-13 | $999 | $999 | SL | 0.000000000000 | $0 | $0 |
| USER UPGRADE TO ZULTYS PHONE SYSTEM | 2020-03-23 | $932 | $357 | SL | 0.000000000000 | $0 | $0 |
| HOME WORKSTATION | 2020-07-30 | $3,753 | $3,753 | SL | 0.000000000000 | $0 | $0 |
| MONITOR FOR ASSET 151 | 2020-07-30 | $710 | $426 | SL | 0.000000000000 | $0 | $0 |
| LAPTOP K OLDEN | 2020-07-30 | $1,704 | $1,704 | SL | 0.000000000000 | $0 | $0 |
| PC, MONITOR, DOCK - DOFA | 2021-04-01 | $1,474 | $1,351 | SL | 0.000000000000 | $0 | $0 |
| PC, DOCK, KEYBOARD - PROGMGR | 2021-06-01 | $1,452 | $1,251 | SL | 0.000000000000 | $0 | $0 |
| BUF CONF RM AV EQUIP | 2021-11-01 | $30,883 | $13,382 | SL | 0.000000000000 | $0 | $0 |
| BUF 2 OUTLETS CONF RM AV EQUIP | 2021-11-01 | $880 | $191 | SL | 0.000000000000 | $0 | $0 |
| SYR CONF RM AV EQUIP | 2022-02-01 | $8,995 | $3,448 | SL | 0.000000000000 | $0 | $0 |
| NEW SERVER EQUIP | 2022-02-01 | $9,098 | $5,813 | SL | 0.000000000000 | $0 | $0 |
| COMPUTER DFA | 2022-02-01 | $977 | $624 | SL | 0.000000000000 | $0 | $0 |
| DSKTPS - PRES, EXEC ASST | 2022-03-01 | $2,722 | $1,664 | SL | 0.000000000000 | $0 | $0 |
| PC COMM CON MGR | 2022-08-01 | $1,155 | $546 | SL | 0.000000000000 | $0 | $0 |
| LAPTPS/DOCKS VP PRGS, SR PRG OFFCR, 2 SYR PRG OFFCRS | 2022-12-01 | $5,978 | $2,158 | SL | 0.000000000000 | $0 | $0 |
| FIREWALL UPGRADE BUF/SYR | 2023-07-01 | $2,750 | $457 | SL | 0.000000000000 | $0 | $0 |
| BPP FILING LATERAL | 2023-12-01 | $990 | $8 | SL | 0.000000000000 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARISTOTLE SMALL CAP EQUITY FUND | $2,732,553 | $2,732,553 |
| EDGEWOOD | $5,012,523 | $5,012,523 |
| HARBOR DIVERSIFIED | $9,365,842 | $9,365,842 |
| VANGUARD EMG MARKETS INDEX | $3,538,015 | $3,538,015 |
| VANGUARD TOTAL INTL STOCK | $8,292,464 | $8,292,464 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCOLADE PARTNERS IX, LP | FMV | $57,146 | $57,146 |
| AG REALTY VALUE FUND X, LP | FMV | $1,377,395 | $1,377,395 |
| AG REALTY VALUE FUND XI, LP | FMV | $388,647 | $388,647 |
| BAIN CAPITAL REAL ESTATE FUND III | FMV | $92,716 | $92,716 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP | FMV | $2,224,232 | $2,224,232 |
| DRAKE | FMV | $11,026,426 | $11,026,426 |
| DRUM SPECIAL SITUATIONS PARTNERS IV LP | FMV | $1,064,951 | $1,064,951 |
| GOVERNORS LANE OFFSHORE FUND, LTD | FMV | $2,960,424 | $2,960,424 |
| IRONSIDES PARTNERSHIP FUND V, LP | FMV | $2,300,443 | $2,300,443 |
| IRONSIDES PARTNERSHIP FUND VI, LP | FMV | $651,386 | $651,386 |
| LAKEWOOD CAPITAL OFFSHORE FUND, LTD | FMV | $3,022,636 | $3,022,636 |
| LANDMARK EQUITY PARTNERS XVI LP | FMV | $1,307,833 | $1,307,833 |
| MB GLOBAL SPECIAL OPPORTUNITIES FUND L | FMV | $315,304 | $315,304 |
| NEWBURY EQUITY PARTNERS V LP | FMV | $784,697 | $784,697 |
| RCP FUND XI | FMV | $1,929,826 | $1,929,826 |
| RCP FUND XII | FMV | $2,389,445 | $2,389,445 |
| RIVERSIDE CAPITAL APPRECIATION FUND VII-A, LP | FMV | $863,787 | $863,787 |
| SEAPORT GLOBAL PROPERTY SECURITIES FUND, L.P (AEW) | FMV | $4,284,954 | $4,284,954 |
| SILCHESTER | FMV | $11,072,959 | $11,072,959 |
| SOUTHPOINT QUALIFIED OFFSHORE FUND, LTD | FMV | $2,615,269 | $2,615,269 |
| SSGA 500 INDEX | FMV | $28,483,784 | $28,483,784 |
| SSGA GLOBAL LARGE MIDCAP | FMV | $5,934,613 | $5,934,613 |
| STEPSTONE VC GLOBAL PARTNERS VIII LP | FMV | $1,553,815 | $1,553,815 |
| STEPSTONE VC GLOBAL PARTNERS IX LP | FMV | $1,757,920 | $1,757,920 |
| STEPSTONE GLOBAL PARTNERS X LP | FMV | $676,276 | $676,276 |
| THE RESOLUTE FUND IV, L.P | FMV | $2,592,633 | $2,592,633 |
| THE RESOLUTE FUND V, L.P | FMV | $1,341,516 | $1,341,516 |
| VARDE CREDIT PARTNERS (OFFSHORE), LTD | FMV | $2,425,815 | $2,425,815 |
| WELLINGTON EMERGING MARKETS LOCAL EQUITY (2) | FMV | $2,221,820 | $2,221,820 |
| WELLINGTON SMID CAP RESEARCH EQUITY | FMV | $5,282,318 | $5,282,318 |
| WHI REAL ESTATE PARTNERS V, LP | FMV | $1,585,192 | $1,585,192 |
| WNY IMPACT FUND | FMV | $752,629 | $752,629 |
| WNY IMPACT FUND II | FMV | $319,226 | $319,226 |
| FIDELITY US BOND INDEX FUND | FMV | $5,446,221 | $5,446,221 |
| COLLATERAL (VANGUARD INTERMEDIATE) | FMV | $6,138,275 | $6,138,275 |
| FPA CRESCENT | FMV | $1,894,929 | $1,894,929 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (89 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE-(2)4DR LATERAL FILES | $734 | $734 | $0 |
| FILE CABINET | $580 | $580 | $0 |
| BOOKCASES | $366 | $366 | $0 |
| LEASEHOLD IMPROVEMENTS-LARKIN | $12,427 | $12,427 | $0 |
| 8 CHAIRS (KNOLL) | $3,557 | $3,557 | $0 |
| 4 RECTANGULAR TABLES | $777 | $777 | $0 |
| SYRACUSE IMPROVEMENT | $20,000 | $20,000 | $0 |
| BUFFALO IMPROVEMENTS | $56,566 | $56,566 | $0 |
| OFFICE FURNITURE - BUFFALO | $8,833 | $8,833 | $0 |
| VIDEO CONFERENCING EQUIPMENT - BUFFALO | $47,194 | $47,194 | $0 |
| VIDEO CONFERENCE UPGRADE | $7,105 | $7,105 | $0 |
| ERGONOMIC CHAIRS & OFFICE FURNITURE | $6,264 | $6,264 | $0 |
| VIDEO 190 - UPGRADE TO CONFERENCE ROOM | $467 | $467 | $0 |
| MONITORS AND PROJECTOR | $1,518 | $1,518 | $0 |
| FURNITURE | $830 | $830 | $0 |
| SIGN IN FRONT OFFICE | $3,150 | $3,150 | $0 |
| RE/FE SOFTWARE | $45,453 | $45,453 | $0 |
| GE SOFTWARE | $42,545 | $42,545 | $0 |
| GE IMPLEMENTATION | $3,555 | $3,555 | $0 |
| PRESIDENT'S OFFICE GUEST CHAIRS | $1,075 | $1,075 | $0 |
| POLYCOM - SYRACUSE | $959 | $959 | $0 |
| POLYCOM - BUFFALO | $1,457 | $1,457 | $0 |
| DELL SERVER | $4,903 | $4,903 | $0 |
| BUFFALO OFFICE EXPANSION 2014 | $82,478 | $78,354 | $4,124 |
| BUFFALO OFFICE FURNITURE | $23,721 | $22,337 | $1,384 |
| TERMINAL SERVER | $6,615 | $6,615 | $0 |
| REPLACEMENT UPS | $950 | $950 | $0 |
| COMPUTER AND TWO MONITORS | $1,077 | $1,077 | $0 |
| COMPUTER - PRESIDENTS OFFICE | $770 | $770 | $0 |
| LOGITECH HD PRO WEBCAMS | $783 | $783 | $0 |
| OFFICE ART PROJECT | $11,353 | $11,353 | $0 |
| SYRACUSE OFFICE FURNITURE | $9,167 | $9,167 | $0 |
| LCO BUFFALO OFFICE PAINTING | $1,260 | $1,260 | $0 |
| HP PROBOOK 655 G1 15.6 NOTEBOOK | $834 | $834 | $0 |
| HP 2012 230 W DOCKING STATION | $236 | $236 | $0 |
| LOCKING BOOKCASE | $258 | $258 | $0 |
| NETWORK SWITCH'S FOR ZULTYS PHONE SYSTEM | $1,683 | $1,683 | $0 |
| ZULTYS VOIP PHONE SYSTEM | $23,863 | $17,897 | $5,966 |
| HP PROBOOK 450 G3 15.6" TOUCHSCREEN NOTEBOOK | $865 | $865 | $0 |
| LAPTOP AND DOCKING STATION | $1,030 | $1,030 | $0 |
| HFWCNY HALL SIGN | $1,005 | $1,005 | $0 |
| FIVE DRAWER FILE CABINET | $1,053 | $1,053 | $0 |
| DELL OPTIPLEX 3040 DESKTOP COMPUTER | $1,129 | $1,129 | $0 |
| PRO BOOK (HP) DOCKING STATION/MONITORS | $1,801 | $1,801 | $0 |
| FURNITURE FOR PRESIDENTS OFFICE | $10,408 | $6,939 | $3,469 |
| 4 - VARICHAIRS | $762 | $681 | $81 |
| 8 - VARIDESKS | $5,166 | $4,612 | $554 |
| RICOH COLOR COPIER | $8,905 | $5,269 | $3,636 |
| SMALL TRAVEL LAPTOP - PRESIDENT | $1,680 | $1,680 | $0 |
| BROTHER PRINTER - PRESIDENTS OFFICE | $380 | $380 | $0 |
| 5 - DOCKING STATIONS | $1,493 | $1,493 | $0 |
| 5-DELL LAPTOPS _ PROGRAM TEAM | $6,795 | $6,795 | $0 |
| SONIC WALL | $1,607 | $1,607 | $0 |
| VP OF FINANCE COMPUTER | $1,334 | $1,334 | $0 |
| OFFICE MANAGER COMPUTER | $1,334 | $1,334 | $0 |
| GRANTS MANAGER COMPUTER | $1,333 | $1,333 | $0 |
| VP OF FINANCE - MONITORS | $488 | $488 | $0 |
| OFFICE MANAGER - MONITORS | $488 | $488 | $0 |
| GRANTS MANAGER - MONITORS | $488 | $488 | $0 |
| SERVER OPERATING SYSTEM_MS OFFICE LICENSES | $499 | $499 | $0 |
| SYRACUSE OFFICE PAINTING | $4,300 | $4,300 | $0 |
| DELL LAPTOP CUSTOM BUILT | $1,567 | $1,567 | $0 |
| DELL DOCKING STATION | $295 | $295 | $0 |
| RICOH COPY MACHINE | $5,936 | $2,968 | $2,968 |
| SYRACUSE OFFICE FURNITURE - 2019 | $11,416 | $5,709 | $5,707 |
| RICOH PROJECTOR | $1,525 | $1,525 | $0 |
| 2 - VARICHAIRS | $390 | $260 | $130 |
| HP PROBOOK 455R | $742 | $742 | $0 |
| HP DOCKING STATION | $239 | $239 | $0 |
| 2 - 24" DELL MONITORS | $472 | $472 | $0 |
| CONFERENCE ROOM LAPTOP | $739 | $739 | $0 |
| SONIC WALL NETWORK FIREWALL | $880 | $880 | $0 |
| UBITQUITI EDGESWITCH | $999 | $999 | $0 |
| USER UPGRADE TO ZULTYS PHONE SYSTEM | $932 | $357 | $575 |
| HOME WORKSTATION | $3,753 | $3,753 | $0 |
| MONITOR FOR ASSET 151 | $710 | $426 | $284 |
| LAPTOP K OLDEN | $1,704 | $1,704 | $0 |
| PC, MONITOR, DOCK - DOFA | $1,474 | $1,351 | $123 |
| PC, DOCK, KEYBOARD - PROGMGR | $1,452 | $1,251 | $201 |
| BUF CONF RM AV EQUIP | $30,883 | $13,382 | $17,501 |
| BUF 2 OUTLETS CONF RM AV EQUIP | $880 | $191 | $689 |
| SYR CONF RM AV EQUIP | $8,995 | $3,448 | $5,547 |
| NEW SERVER EQUIP | $9,098 | $5,813 | $3,285 |
| COMPUTER DFA | $977 | $624 | $353 |
| DSKTPS - PRES, EXEC ASST | $2,722 | $1,664 | $1,058 |
| PC COMM CON MGR | $1,155 | $546 | $609 |
| LAPTPS/DOCKS VP PRGS, SR PRG OFFCR, 2 SYR PRG OFFCRS | $5,978 | $2,158 | $3,820 |
| FIREWALL UPGRADE BUF/SYR | $2,750 | $457 | $2,293 |
| BPP FILING LATERAL | $990 | $8 | $982 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $33,968 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,968 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFERRED COMPENSATION | $112,199 | $79,854 | $79,854 |
| RIGHT OF USE ASSET | $233,824 | $127,265 | $127,265 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE/ELECTRONIC COMMUNICATION | $114,562 | $0 | $114,562 |
| OFFICE EXPENSE | $188,040 | $0 | $188,040 |
| INSURANCE | $9,624 | $0 | $9,624 |
| SPONSORED EVENTS | $41,842 | $0 | $41,842 |
| MAINTENANCE EXPENSE | $41,296 | $0 | $41,296 |
| MISCELLANEOUS EXPENSE | $2,879 | $0 | $2,875 |
| MEMBERSHIP DUES | $8,170 | $0 | $8,170 |
| PASSED THROUGH K-1 | $0 | $439,100 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSED THROUGH K-1S | $0 | $6,659,604 | $0 |
| OTHER INVESTMENT INCOME | $769,449 | $0 | $769,449 |
| RETURNED GRANT FUNDS | $63,133 | $63,133 | |
| OTHER INCOME | $575 | $575 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $17,118,393 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION LIABILITY | $112,199 | $79,854 |
| LEASE LIABILITY | $233,824 | $127,265 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,063,073 | $1,063,073 | $0 |
| EVALUATION CONSULTANTS | $64,768 | $0 | $64,768 |
| PROGRAM CONSULTANTS | $401,225 | $0 | $476,239 |
| ADMINISTRATIVE CONSULTANTS | $75,014 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $198,227 | $0 | $0 |
| PASSED THROUGH K-1 | $0 | $97,421 | $0 |
| NYS FILING FEES | $1,500 | $0 | $1,500 |