PETER & ELIZABETH C TOWER FOUNDATION TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PETER & ELIZABETH C TOWER FOUNDATION TR (EIN 16-6350753)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349101033
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- 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 | 2022-05-13T09:15:19-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-15 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT P INGRASCI CPA | PreparerPersonNm |
| PTIN | P01417513 | PTIN |
| Phone | 7168563300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $173,091,493 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $154,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $728 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $728 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,615,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,614,884 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,505,226 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,583,843 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,570,637 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,792 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,308,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,186,249 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $439,298 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $102,037 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $337,261 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $532,577 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $532,577 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $123,982 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $123,982 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $836,744 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,857 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $821,887 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,563 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,282 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,281 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,393,719 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $638,698 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $755,021 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $31,381 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $31,381 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $241,182 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,046 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $52,596 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,271 | 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 | $22,955 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,955 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,133 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,133 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $187,438 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $102,583 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $81,354 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,942,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $928,884 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,835,967 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,102,190 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,102,190 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,044,353 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $928,884 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,938,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,263,712 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,257,365 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $280,107 | CashBOYAmt |
| Cash EOY | $288,200 | CashEOYAmt |
| Cash EOYFMV | $288,200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,182,530 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,123,194 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,123,194 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,687,566 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,799,194 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,878,134 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $26,829,013 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,245,852 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,693,061 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,405,254 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,771,996 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,911,001 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $73,499,886 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,866,573 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $114,085,922 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $203,836 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $196,571 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,339 | LandBOYAmt |
| Land EOY | $7,265 | LandEOYAmt |
| Land EOYFMV | $7,265 | LandEOYFMVAmt |
| Other Assets BOY | $197,610 | OtherAssetsBOYAmt |
| Other Assets EOY | $104,716 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $104,716 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $115,091,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,206,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $173,091,493 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $160,391 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,364 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $160,391 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,364 | 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 | $114,930,914 | RetainedEarningBOYAmt |
| Retained Earning EOY | $119,194,626 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $114,930,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $119,194,626 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $115,091,305 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $119,206,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $114,930,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,263,712 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $119,194,626 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $119,194,626 | 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 | $49,551,651 | $37,011,341 | $12,540,310 | $12,540,310 | |
| ALKEON GROWTH PARTNERS II | $14,730 | $14,730 | $14,730 | ||
| ALKEON GROWTH PARTNERS II UBTI | $1,865 | $1,865 | $0 | $0 | P |
| CAPITAL GAINS DIVIDENDS | $15,597 | $15,597 | $15,597 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,570,637 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $198,177 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $198,177 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $198,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $157,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $157,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $41,177 | 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.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 (11 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 | $194,224 | $20,853 | $2,840 |
| JOHN N BLAIR | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | ATTORNEY TRUSTEE | 30.00 | $204,074 | $0 | $0 |
| DONNA OWENS | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $13,000 | $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 | $14,000 | $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 |
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 | $115,480 | $22,640 | $1,481 |
| NICHOLAS G RANDELL | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 140681225 | PROGRAM OFF. | 40.00 | $94,326 | $22,004 | $2,391 |
| CHARLES E COLSTON JR | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 140681225 | PROGRAM OFF. | 40.00 | $90,572 | $21,892 | $2,600 |
| MEGAN T MACDAVEY | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 140681225 | PROGRAM OFF. | 40.00 | $87,173 | $2,614 | $2,600 |
| KATHLEEN E ANDRIACCIO | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 140681225 | ADMIN MGR. | 40.00 | $77,652 | $2,326 | $2,600 |
| 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 | $574,325 |
| FULL FRAME COMMUNICATIONS LLC | |||||
| 43 SHAW ROAD | BELMONT | MA | 02478 | CONSULTING | $359,275 |
| UBS FINANCIAL SERVICES INC | |||||
| 250 DELAWARE AVE SUITE 610 | BUFFALO | NY | 14202 | INVSTMT ADVSRY, CUSTODIAN, RPRTG FEES | $307,890 |
| BARCLAY DAMON LLP | |||||
| 200 DELAWARE AVE SUITE 1200 | BUFFALO | NY | 14202 | LEGAL FEES | $156,173 |
| UBS FINANCIAL SERVICES INC | |||||
| 250 DELAWARE AVE SUITE 610 | BUFFALO | NY | 14202 | INVESTMENT MGMT FEES | $152,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 7 | 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 | $164,373,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,206,035 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $168,579,839 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $168,579,839 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,528,698 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $166,051,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,302,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,302,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $198,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $198,177 | TotalTaxAmt |
| Distributable Before Adj | $8,104,380 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $31,792 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,136,172 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,136,172 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,938,157 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,198 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $9,941,355 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,136,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,168,859 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,942,706 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,362,188 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,024,011 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,898,944 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,396,708 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,941,355 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,136,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,805,183 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,201,891 | 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 | $4,168,859 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,033,032 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,942,706 | ExcessFromYear4Amt |
| Excess From Year3 | $2,362,188 | ExcessFromYear3Amt |
| Excess From Year2 | $1,024,011 | ExcessFromYear2Amt |
| Excess From Year1 | $1,898,944 | ExcessFromYear1Amt |
| Excess From Current Year | $1,805,183 | 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 4/7/21 AND 4/14/21, | 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. THE FOUNDATION RELEASED FUNDING RESTRICTIONS IN 2020 TO RESPOND TO THE NEEDS OF GRANTEES CAUSED BY THE COVID 19 PANDEMIC. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (218 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCESS OF WNY INC | |||||||
| 609 RIDGE ROAD SUITE 210 | LACKAWANNA | NY | 14218 | PC | CHARITABLE | $36,330 | |
| AMHERST CENTRAL SCHOOL DISTRICT | |||||||
| 55 KINGS HIGHWAY | AMHERST | NY | 14226 | SCHOOL DISTRICT | CHARITABLE | $23,000 | |
| AQUINNAH CULTURAL CENTER INC | |||||||
| 35 AQUINNAH CIRCLE | AQUINNAH | MA | 02535 | PC | CHARITABLE | $5,000 | |
| ASPIRE DEVELOPMENTAL SERVICES INC | |||||||
| 176 FRANKLIN STREET | LYNN | MA | 01904 | PC | CHARITABLE | $15,000 | |
| ASPIRE OF WESTERN NEW YORK INC | |||||||
| 2356 NORTH FOREST ROAD | GETZVILLE | NY | 14068 | PC | CHARITABLE | $30,000 | |
| AUTISM SERVICES INC | |||||||
| 40 HAZELWOOD DRIVE | AMHERST | NY | 14228 | PC | CHARITABLE | $10,000 | |
| BACK TO BASICS OUTREACH MINISTRIES INC | |||||||
| 1370 WILLIAM STREET | BUFFALO | NY | 14206 | PC | CHARITABLE | $20,000 | |
| BACKYARD GROWERS | |||||||
| 3 DUNCAN STREET | GLOUCESTER | MA | 01930 | PC | CHARITABLE | $15,000 | |
| BATES COLLEGE | |||||||
| 2 ANDREWS ROAD | LEWISTON | MA | 04240 | PC | CHARITABLE | $10,000 | |
| BEHAVIORAL AND MENTAL HEALTH (BAMH) CONSORTIUM | |||||||
| 800 WEST FERRY STREET 4D | BUFFALO | NY | 14222 | PC | CHARITABLE | $199,980 | |
| BEHAVIORAL HEALTH INNOVATORS INC | |||||||
| PO BOX 583 90 MORTON ROAD | S CHATHAM | MA | 02659 | PC | CHARITABLE | $136,700 | |
| BESTSELF BEHAVIORAL HEALTH INC | |||||||
| 255 DELAWARE AVENUE SUITE 300 | BUFFALO | NY | 14202 | PC | CHARITABLE | $225,000 | |
| BEVERLY CHILDREN'S LEARNING CENTER INC | |||||||
| 550 CABOT STREET SUITE 1 | BEVERLY | MA | 01915 | PC | CHARITABLE | $12,115 | |
| BLUESKIES WELLNESS INC - METHUEN | |||||||
| 232 PLEASANT STREET 2ND FLOOR | METHUEN | MA | 01844 | PC | CHARITABLE | $15,000 | |
| BORNHAVA THE SPECIALIZED EARLY CHILDHOOD CENTER OF WNY INC | |||||||
| 25 CHATEAU TERRACE | AMHERST | NY | 14226 | PC | CHARITABLE | $30,000 | |
| BRIDGES FROM BORDERSINC | |||||||
| 76 STONEBRIDGES DRIVE | EAST AMHERST | NY | 14051 | PC | CHARITABLE | $20,000 | |
| BRISTOL VILLAGE INC | |||||||
| 8455 CLARENCE CENTER ROAD | CLARENCE CENTER | NY | 14032 | PC | CHARITABLE | $2,500 | |
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER INC | |||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | PC | CHARITABLE | $67,500 | |
| BUFFALO AND ERIE COUNTY BOTANICAL GARDENS SOCIETY INC | |||||||
| 2655 SOUTH PARK AVENUE | BUFFALO | NY | 14218 | PC | CHARITABLE | $5,000 | |
| BUFFALO CENTER FOR ARTS AND TECHNOLOGY | |||||||
| 1221 MAIN STREET | BUFFALO | NY | 14209 | PC | CHARITABLE | $46,000 | |
| BUFFALO COLLEGIATE CHARTER SCHOOL | |||||||
| 45 JEWETT AVENUE | BUFFALO | NY | 14214 | PC | CHARITABLE | $16,250 | |
| BUFFALO FEDERATION OF NEIGHBORHOOD CENTERS | |||||||
| 97 LEMON STREET | BUFFALO | NY | 14204 | PC | CHARITABLE | $15,000 | |
| BUFFALO HEARING & SPEECH CENTER INC | |||||||
| 50 EAST NORTH STREET | BUFFALO | NY | 14203 | PC | CHARITABLE | $45,821 | |
| BUFFALO MEDIA RESOURCES INC | |||||||
| 617 MAIN STREET | BUFFALO | NY | 14204 | PC | CHARITABLE | $30,000 | |
| BUFFALO PEACE HOUSE | |||||||
| 4263 ST FRANCIS DRIVE | HAMBURG | NY | 14075 | PC | CHARITABLE | $5,000 | |
| BUFFALO REGALS EDP FUND INC | |||||||
| 3465 BROADWAY | CHEEKTOWAGA | NY | 14227 | PC | CHARITABLE | $5,000 | |
| BUFFALO STRING WORKS | |||||||
| PO BOX 195 | BUFFALO | NY | 14213 | PC | CHARITABLE | $47,072 | |
| BUFFALO SUZUKI STRINGS | |||||||
| 4 WEBSTER STREET | NORTH TONAWANDA | NY | 14120 | PC | CHARITABLE | $5,000 | |
| BUILDING AUDACITY | |||||||
| 75 ALLEN AVENUE | LYNN | MA | 01902 | PC | CHARITABLE | $20,000 | |
| CALMER CHOICE | |||||||
| PO BOX 939 | SOUTH YARMOUTH | MA | 02664 | PC | CHARITABLE | $7,500 | |
| CANTALICIAN CENTER FOR LEARNING | |||||||
| 2049 GEORGE URBAN BLVD | DEPEW | NY | 14043 | PC | CHARITABLE | $105,000 | |
| CAPE ABILITIES INC | |||||||
| 895 MARY DUNN ROAD | HYANNIS | MA | 02601 | PC | CHARITABLE | $80,000 | |
| CAPE ANN ART HAVEN | |||||||
| 180B MAIN STREET | GLOUCESTER | MA | 01930 | PC | CHARITABLE | $15,000 | |
| CAPE COD CHALLENGER CLUB | |||||||
| 418 BUMPS RIVER ROAD | OSTERVILLE | MA | 02655 | PC | CHARITABLE | $5,000 | |
| CAPE COD CHILDREN'S PLACE | |||||||
| PO BOX 1935 | NORTH EASTHAM | MA | 02651 | PC | CHARITABLE | $15,000 | |
| CAPE COD COLLABORATIVE | |||||||
| 418 BUMPS RIVER ROAD | OSTERVILLE | MA | 02655 | PC | CHARITABLE | $108,000 | |
| CAPE COD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION | |||||||
| 2240 IYANNOUGH ROAD | WEST BARNSTABLE | MA | 02668 | PC | CHARITABLE | $32,725 | |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| 32 MAIN STREET PO BOX 370 | HYANNIS | MA | 02601 | PC | CHARITABLE | $35,750 | |
| CAPE COD TOY LIBRARY INC | |||||||
| PO BOX 555 | EAST HARWICH | MA | 02645 | PC | CHARITABLE | $15,000 | |
| CATCHAFIRE FOUNDATION | |||||||
| 31 EAST 32ND STREET | NEW YORK | NY | 10016 | PC | CHARITABLE | $125,000 | |
| CATHOLIC CHILDREN'S LEARNING CORPORATION | |||||||
| 110 WAYNE AVENUE | AMHERST | NY | 14228 | PC | CHARITABLE | $5,000 | |
| CAZENOVIA RECOVERY SYSTEMS INC | |||||||
| 2671 MAIN STREET | BUFFALO | NY | 14214 | PC | CHARITABLE | $15,000 | |
| CCNY INC | |||||||
| 217 E DELEVAN AVENUE | BUFFALO | NY | 14208 | PC | CHARITABLE | $188,500 | |
| CENTER FOR PUBLIC REPRESENTATION | |||||||
| 22 GREEN STREET | NORTHAMPTON | MA | 01060 | PC | CHARITABLE | $163,180 | |
| CENTER FOR SELF ADVOCACY | |||||||
| 1021 BROADWAY | BUFFALO | NY | 14212 | PC | CHARITABLE | $27,469 | |
| CENTERBOARD INC | |||||||
| 16 CITY HALL SQUARE | LYNN | MA | 01901 | PC | CHARITABLE | $50,000 | |
| CHILMARK COMMUNITY CENTER | |||||||
| PO BOX 29 | CHILMARK | MA | 02535 | PC | CHARITABLE | $2,500 | |
| CITIZENS INN INC | |||||||
| 81 MAIN STREET | PEABODY | MA | 01960 | PC | CHARITABLE | $5,000 | |
| CITY OF GLOUCESTER HEALTH DEPARTMENT | |||||||
| 3 POND ROAD CITY HALL ANNEX | GLOUCESTER | MA | 01930 | CITY GOVERNMENT | CHARITABLE | $150,000 | |
| CITY OF NEWBURYPORT | |||||||
| CITY HALL 60 PLEASANT STREET | NEWBURYPORT | MA | 01950 | CITY GOVERNMENT | CHARITABLE | $118,977 | |
| CITY YEAR BUFFALO | |||||||
| 2495 MAIN STREET SUITE 317 | BUFFALO | NY | 14214 | PC | CHARITABLE | $15,000 | |
| COMMUNITY CATALYST | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PC | CHARITABLE | $24,000 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | CHARITABLE | $100,000 | |
| COMMUNITY NETWORK FOR ENGAGEMENT CONNECTION AND TRANSFORMATION (CONECT) | |||||||
| 515 MAIN STREET | BUFFALO | NY | 14203 | PC | CHARITABLE | $2,000 | |
| COMPEER WEST INC | |||||||
| 1179 KENMORE AVENUE | BUFFALO | NY | 14217 | PC | CHARITABLE | $18,285 | |
| CONSERVATION LAW FOUNDATION | |||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | PC | CHARITABLE | $10,000 | |
| COUNCIL ON ADDICTION RECOVERY SERVICES | |||||||
| PO BOX 567 201 SOUTH UNION STREET | OLEAN | NY | 14760 | PC | CHARITABLE | $1,000 | |
| COUNTY OF DUKES COUNTY | |||||||
| PO BOX 1298 | WEST TISBURY | MA | 02575 | COUNTY GOVERNMENT | CHARITABLE | $10,000 | |
| CRADLE BEACH INC | |||||||
| 8038 OLD LAKESHORE ROAD | ANGOLA | NY | 14006 | PC | CHARITABLE | $20,000 | |
| CREATING HOPE THROUGH OPPORTUNITY PARTICIPATION AND EMPOWERMENT INC | |||||||
| 3800 DELAWARE AVENUE SUITE 103 | KENMORE | NY | 14217 | PC | CHARITABLE | $1,000 | |
| DANCEABILITY INC | |||||||
| 2365 GEORGE URBAN BOULEVARD | DEPEW | NY | 14043 | PC | CHARITABLE | $5,000 | |
| DEVELOPMENTAL DISABILITIES ALLIANCE OF WESTERN NEW YORK | |||||||
| 1219 NORTH FOREST ROAD | WILLIAMSVILLE | NY | 14221 | PC | CHARITABLE | $22,950 | |
| ELIOT COMMUNITY HUMAN SERVICES | |||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | PC | CHARITABLE | $35,000 | |
| EMPOWER | |||||||
| 9812 LOCKPORT ROAD | NIAGARA FALLS | NY | 14304 | PC | CHARITABLE | $25,000 | |
| ERIE COUNTY MEDICAL CENTER CORPORATION | |||||||
| 462 GRIDER STREET | BUFFALO | NY | 14215 | PC | CHARITABLE | $60,822 | |
| ERIE COUNTY RESTORATIVE JUSTICE COALITION INC | |||||||
| 567 HERTEL AVENUE | BUFFALO | NY | 14207 | PC | CHARITABLE | $27,597 | |
| ESSEX COUNTY COMMUNITY FOUNDATION | |||||||
| 175 ANDOVER STREET | DANVERS | MA | 01923 | PC | CHARITABLE | $234,612 | |
| EVERY PERSON INFLUENCES CHILDREN | |||||||
| 1000 MAIN STREET | BUFFALO | NY | 14202 | PC | CHARITABLE | $5,000 | |
| EXPRESS YOURSELF INC | |||||||
| 100 CUMMINGS CENTER SUITE 165E | BEVERLY | MA | 01915 | PC | CHARITABLE | $59,960 | |
| EYE TO EYE INC | |||||||
| 50 BROAD STREET SUITE 1702 | NEW YORK | NY | 10004 | PC | CHARITABLE | $75,700 | |
| FAIRWINDS -- NANTUCKET'S COUNSELING CENTER INC | |||||||
| 20 VESPER LANE L-1 GOUIN VILLAGE | NANTUCKET | MA | 02554 | PC | CHARITABLE | $102,024 | |
| FALMOUTH ACADEMY | |||||||
| 7 HIGHFIELD DRIVE | FALMOUTH | MA | 02540 | PC | CHARITABLE | $30,000 | |
| FAMILY & CHILDREN'S SERVICE OF GREATER LYNN | |||||||
| 111 NORTH COMMON STREET | LYNN | MA | 01902 | PC | CHARITABLE | $15,000 | |
| FANTASTIC FRIENDS OF WNY | |||||||
| 1284 FRENCH ROAD SUITE 712 | DEPEW | NY | 14043 | PC | CHARITABLE | $3,500 | |
| FIDELITY HOUSE CRC | |||||||
| 439 SOUTH UNION STREET SUITE 401 | LAWRENCE | MA | 01843 | PC | CHARITABLE | $5,000 | |
| FIRST CONGREGATIONAL CHURCH | |||||||
| 33 HIGH STREET | BRIDGTON | ME | 04009 | PC | CHARITABLE | $5,000 | |
| FOR KIDS ONLY AFTERSCHOOL | |||||||
| 194 ESSEX STREET | SALEM | MA | 01970 | PC | CHARITABLE | $40,000 | |
| FRIENDS OF FAMILY PLANNING | |||||||
| PO BOX 909 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $2,500 | |
| FRIENDS UNITED TOGETHER INC | |||||||
| 265 SKILLEN STREET | BUFFALO | NY | 14207 | PC | CHARITABLE | $4,500 | |
| GATEWAY-LONGVIEW INC | |||||||
| 6350 MAIN STREET | WILLIAMSVILLE | NY | 14221 | PC | CHARITABLE | $10,000 | |
| GAY & LESBIAN YOUTH SERVICES OF WESTERN NEW YORK INC | |||||||
| 750 WEHRLE DRIVE | BUFFALO | NY | 14225 | PC | CHARITABLE | $15,500 | |
| GENEROUS GARDENERS | |||||||
| 101 WESTERN AVENUE | GLOUCESTER | MA | 01930 | PC | CHARITABLE | $2,500 | |
| GERARD PLACE HOUSING DEVELOPMENT FUND COMPANY | |||||||
| 2515 BAILEY AVENUE | BUFFALO | NY | 14215 | PC | CHARITABLE | $5,000 | |
| GIGI'S PLAYHOUSE BUFFALO | |||||||
| 326 KENMORE AVENUE | BUFFALO | NY | 14223 | PC | CHARITABLE | $72,300 | |
| GLOUCESTER EDUCATION FOUNDATION | |||||||
| 185 MAIN STREET | GLOUCESTER | MA | 01930 | PC | CHARITABLE | $32,500 | |
| GOSNOLD INC | |||||||
| 200 TER HEUN DRIVE | FALMOUTH | MA | 02540 | PC | CHARITABLE | $20,000 | |
| GRAND ISLAND MEMORIAL LIBRARY | |||||||
| 1715 BEDELL ROAD | GRAND ISLAND | NY | 14072 | PC | CHARITABLE | $5,000 | |
| GREATER LAWRENCE COMMUNITY ACTION COUNCIL | |||||||
| 305 ESSEX STREET | LAWRENCE | MA | 01840 | PC | CHARITABLE | $40,000 | |
| GREATER LYNN SENIOR SERVICES | |||||||
| 8 SILSBEE STREET | LYNN | MA | 01901 | PC | CHARITABLE | $15,000 | |
| HEALING ABUSE WORKING FOR CHANGE | |||||||
| 27 CONGRESS STREET | SALEM | MA | 01970 | PC | CHARITABLE | $40,130 | |
| HEALTH IMPERATIVES INC - HYANNIS | |||||||
| 1019 IYANNOUGH ROAD | HYANNIS | MA | 02601 | PC | CHARITABLE | $20,000 | |
| HEALTH LAW ADVOCATES | |||||||
| ONE FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | PC | CHARITABLE | $175,000 | |
| HEALTHY COMMUNITY ALLIANCE | |||||||
| 1 SCHOOL STREET SUITE 100 | GOWANDA | NY | 14070 | PC | CHARITABLE | $1,000 | |
| HERITAGE CHRISTIAN SERVICES | |||||||
| 275 KENNETH DRIVE SUITE 100 | ROCHESTER | NY | 14623 | PC | CHARITABLE | $28,000 | |
| HILLSIDE CHILDREN'S CENTER | |||||||
| 1183 MONROE AVENUE | ROCHESTER | NY | 14620 | PC | CHARITABLE | $22,680 | |
| HOLY TRINITY UKRAINIAN ORTHODOX CHURCH | |||||||
| 200 COMO PARK BOULEVARD | CHEEKTOWAGA | NY | 14227 | PC | CHARITABLE | $10,000 | |
| HOME OF MY OWN OF WNY INC | |||||||
| 18 MONTA VISTA COURT | EAST AMHERST | NY | 14051 | PC | CHARITABLE | $9,384 | |
| HOMESPACE CORP | |||||||
| 1030 ELLICOTT STREET | BUFFALO | NY | 14209 | PC | CHARITABLE | $45,000 | |
| HOSPICE OF MARTHAS VINEYARD INC | |||||||
| 79 BEACH ROAD | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $10,000 | |
| HOUSING OPTIONS MADE EASY INC | |||||||
| 75 JAMESTOWN STREET | GOWANDA | NY | 14070 | PC | CHARITABLE | $7,768 | |
| INSTITUTE FOR AUTISM RESEARCH AT CANISIUS COLLEGE | |||||||
| 2001 MAIN STREET | BUFFALO | NY | 14208 | PC | CHARITABLE | $50,000 | |
| INSTITUTE FOR NONPROFIT PRACTICE | |||||||
| 980 WASHINGTON STREET SUITE 115 | DEDHAM | MA | 02026 | PC | CHARITABLE | $255,000 | |
| ISLAND HOUSING TRUST | |||||||
| PO BOX 779 | WEST TISBURY | MA | 02575 | PC | CHARITABLE | $5,000 | |
| JEWISH WOMEN'S FOUNDATION OF NEW YORK | |||||||
| 103 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | CHARITABLE | $5,000 | |
| JUSTICE RESOURCE INSTITUTE INC | |||||||
| 160 GOULD STREET SUITE 300 | NEEDHAM | MA | 02494 | PC | CHARITABLE | $46,154 | |
| KENNEDY-DONOVAN CENTER INC | |||||||
| ONE COMMERCIAL STREET | FOXBORO | MA | 02035 | PC | CHARITABLE | $35,000 | |
| LAKES ENVIRONMENTAL ASSOCIATION | |||||||
| 230 MAIN STREET | BRIDGTON | ME | 04009 | PC | CHARITABLE | $5,000 | |
| LATHAM CENTERS | |||||||
| 1646 MAIN STREET | BREWSTER | MA | 02631 | PC | CHARITABLE | $15,000 | |
| LAWRENCE GENERAL HOSPITAL | |||||||
| ONE CANAL STREET | LAWRENCE | MA | 01841 | PC | CHARITABLE | $33,333 | |
| LEAP FOR EDUCATION INC | |||||||
| 35 CONGRESS STREET SUITE 102 | SALEM | MA | 01970 | PC | CHARITABLE | $11,006 | |
| LEARNING DISABILITIES ASSOCIATION OF WESTERN NEW YORK | |||||||
| 2555 ELMWOOD AVENUE | KENMORE | NY | 14217 | PC | CHARITABLE | $56,440 | |
| LIFEBRIDGE | |||||||
| 56 MARGIN STREET | SALEM | MA | 01970 | PC | CHARITABLE | $15,000 | |
| LYNN SHELTER ASSOCIATION | |||||||
| 91 LIBERTY STREET | LYNN | MA | 01901 | PC | CHARITABLE | $35,000 | |
| MADONNA OF THE STREETS INC | |||||||
| PO BOX 448 | BUFFALO | NY | 14215 | PC | CHARITABLE | $5,000 | |
| MAINE 4-H FOUNDATION DBA ST LUKES MISSION OF MERCY | |||||||
| 9 DEPOT STREET | BRIDGTON | ME | 04009 | PC | CHARITABLE | $2,000 | |
| MARTHA'S VINEYARD CHAMBER MUSIC SOCIETY | |||||||
| PO BOX 4189 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $3,000 | |
| MARTHA'S VINEYARD COMMUNITY FOUNDATION | |||||||
| PO BOX 243 | WEST TISBURY | MA | 02535 | PC | CHARITABLE | $2,000 | |
| MARTHA'S VINEYARD COMMUNITY SERVICES INC | |||||||
| 111 EDGARTOWN ROAD | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $137,294 | |
| MARTHA'S VINEYARD COMMUNITY TENNIS INC | |||||||
| PO BOX 72 | OAK BLUFFS | MA | 02557 | PC | CHARITABLE | $2,500 | |
| MARTHA'S VINEYARD DONORS COLLABORATIVE | |||||||
| PO BOX 1018 | WEST TISBURY | MA | 02575 | PC | CHARITABLE | $10,000 | |
| MARTHA'S VINEYARD HOSPITAL | |||||||
| PO BOX 1477 | OAK BLUFFS | MA | 02557 | PC | CHARITABLE | $15,000 | |
| MARTHA'S VINEYARD NONPROFIT COLLABORATIVE | |||||||
| PO BOX 1018 | WEST TISBURY | MA | 02575 | PC | CHARITABLE | $20,000 | |
| MARTHA'S VINEYARD PLAYHOUSE INC | |||||||
| 24 CHURCH STREET PO BOX 2452 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $1,000 | |
| MARTHA'S VINEYARD REGIONAL HIGH SCHOOL DISTRICT | |||||||
| 4 PINE STREET | VINEYARD HAVEN | MA | 02568 | SCHOOL DISTRICT | CHARITABLE | $3,500 | |
| MARTHA'S VINEYARD SHELLFISH GROUP | |||||||
| PO BOX 1552 | OAK BLUFFS | MA | 02557 | PC | CHARITABLE | $5,000 | |
| MASON'S MISSION FOUNDATION INC | |||||||
| 4927 CLOVERLEAF LANE | LOCKPORT | NY | 14094 | PC | CHARITABLE | $2,000 | |
| MASSACHUSETTS ADVOCATES FOR CHILDREN | |||||||
| 25 KINGSTON STREET 2ND FLOOR | BOSTON | MA | 02111 | PC | CHARITABLE | $100,000 | |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | PC | CHARITABLE | $67,577 | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 02114 | PC | CHARITABLE | $39,000 | |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | |||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | PC | CHARITABLE | $75,000 | |
| MEDIA VOICES FOR CHILDREN | |||||||
| 110 DAGGETT AVENUE | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $5,000 | |
| MELMARK NEW ENGLAND | |||||||
| 461 RIVER ROAD | ANDOVER | MA | 01810 | PC | CHARITABLE | $111,135 | |
| MENTAL HEALTH ADVOCATES OF WNY | |||||||
| 1021 BROADWAY | BUFFALO | NY | 14212 | PC | CHARITABLE | $86,000 | |
| MERRIMACK VALLEY YMCA | |||||||
| 360 MERRIMACK STREET SUITE 270 | LAWRENCE | MA | 01843 | PC | CHARITABLE | $7,500 | |
| MISSION IGNITE | |||||||
| 701 SENECA STREET SUITE 601 | BUFFALO | NY | 14210 | PC | CHARITABLE | $1,000 | |
| MISTY MEADOWS EQUINE LEARNING CENTER | |||||||
| 55 MISTY MEADOW LANE | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $5,000 | |
| MOVING FORWARD INCORPORATED | |||||||
| 141 FALMOUTH STREET SUITE 2 | HYANNIS | MA | 02601 | PC | CHARITABLE | $7,500 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) BUFFALO & ERIE COUNTY | |||||||
| PO BOX 146 | BUFFALO | NY | 14223 | PC | CHARITABLE | $46,000 | |
| NATIONAL SHRINE BASILICA OF OUR LADY OF FATIMA | |||||||
| 1023 SWANN ROAD | YOUNGSTOWN | NY | 14174 | PC | CHARITABLE | $2,000 | |
| NATIVE AMERICAN COMMUNITY SERVICES INC | |||||||
| 1005 GRANT STREET | BUFFALO | NY | 14207 | PC | CHARITABLE | $39,500 | |
| NEW VIEW ALLIANCE | |||||||
| 6350 MAIN STREET | WILLIAMSVILLE | NY | 14221 | PC | CHARITABLE | $40,000 | |
| NEW YORK ALLIANCE FOR INCLUSION AND INNOVATION | |||||||
| 240 WASHINGTON AVE EXT | ALBANY | NY | 12203 | PC | CHARITABLE | $30,000 | |
| NIAGARA FALLS MEMORIAL MEDICAL CENTER | |||||||
| 621 TENTH STREET | NIAGARA FALLS | NY | 14302 | PC | CHARITABLE | $43,000 | |
| NIAGARA LUTHERAN HEALTH SYSTEM INC | |||||||
| 5959 BROADWAY | LANCASTER | NY | 14086 | PC | CHARITABLE | $5,000 | |
| NIAGARA UNIVERSITY | |||||||
| 5795 LEWISTON ROAD PO BOX 2015 | NIAGARA UNIVERSITY | NY | 141092015 | PC | CHARITABLE | $35,000 | |
| NORTH SHORE COMMUNITY HEALTH INC | |||||||
| 27 CONGRESS STREET SUITE 513 | SALEM | MA | 01970 | PC | CHARITABLE | $15,000 | |
| NORTHEAST ARC INC | |||||||
| 64 HOLTEN STREET | DANVERS | MA | 01923 | PC | CHARITABLE | $10,000 | |
| NORTHERN ESSEX COMMUNITY COLLEGE | |||||||
| 100 ELLIOTT STREET | HAVERHILL | MA | 01830 | PC | CHARITABLE | $5,000 | |
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | PC | CHARITABLE | $10,000 | |
| NORTHPOINTE COUNCIL INC | |||||||
| 800 MAIN STREET SUITE 2A | NIAGARA FALLS | NY | 14301 | PC | CHARITABLE | $5,000 | |
| NORTHSHORE EDUCATION CONSORTIUM | |||||||
| 112 SOHIER ROAD | BEVERLY | MA | 01915 | PC | CHARITABLE | $64,675 | |
| NY FUNDERS ALLIANCE | |||||||
| 431 EAST FAYETTE STREET | SYRACUSE | NY | 13202 | PC | CHARITABLE | $39,016 | |
| OUR LADY OF VICTORY HOMES OF CHARITY | |||||||
| 780 RIDGE ROAD | LACKAWANNA | NY | 14218 | PC | CHARITABLE | $60,000 | |
| PARENT NETWORK OF WESTERN NEW YORK INC | |||||||
| 1021 BROADWAY | BUFFALO | NY | 142121460 | PC | CHARITABLE | $75,292 | |
| PARTNERSHIP FOR THE PUBLIC GOOD | |||||||
| 617 MAIN STREET SUITE 300 | BUFFALO | NY | 14203 | PC | CHARITABLE | $101,000 | |
| PATHWAYS FOR CHILDREN INC | |||||||
| 29 EMERSON AVENUE | GLOUCESTER | NY | 01930 | PC | CHARITABLE | $10,000 | |
| PEABODY ESSEX MUSEUM | |||||||
| 161 ESSEX STREET | SALEM | NY | 01970 | PC | CHARITABLE | $10,000 | |
| PEACE OF THE CITY INC | |||||||
| PO BOX 750 | BUFFALO | NY | 14213 | PC | CHARITABLE | $20,000 | |
| PEOPLE AGAINST TRAFFICKING HUMANS INC | |||||||
| 999 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | CHARITABLE | $40,000 | |
| PEOPLE INC | |||||||
| 1219 NORTH FOREST ROAD | WILLIAMSVILLE | NY | 14221 | PC | CHARITABLE | $26,500 | |
| PHILANTHROPY MASSACHUSETTS | |||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | PC | CHARITABLE | $5,850 | |
| POLISH COMMUNITY CENTER OF BUFFALO INC | |||||||
| 1081 BROADWAY | BUFFALO | NY | 14212 | PC | CHARITABLE | $30,000 | |
| PROFESSIONAL CENTER FOR CHILD DEVELOPMENT | |||||||
| 32 OSGOOD STREET | ANDOVER | MA | 01810 | PC | CHARITABLE | $5,000 | |
| PX21 RESEARCH FDN FOR SUNY | |||||||
| 1300 ELMWOOD AVENUE BISHOP HALL | BUFFALO | NY | 14222 | PC | CHARITABLE | $89,293 | B206 |
| RAINIES FOSTER CLOSET INC | |||||||
| 1208 OLIVER STREET | NORTH TONAWANDA | NY | 14120 | PC | CHARITABLE | $500 | |
| RAW ART WORKS INC | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | PC | CHARITABLE | $30,000 | |
| ROCA INC | |||||||
| 101 PARK STREET | CHELSEA | MA | 02130 | PC | CHARITABLE | $20,000 | |
| ROCK AUTISM INC | |||||||
| 3835 HARLEM ROAD | BUFFALO | NY | 14215 | PC | CHARITABLE | $20,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF WESTERN NEW YORK INC | |||||||
| 780 WEST FERRY STREET | BUFFALO | NY | 14222 | PC | CHARITABLE | $7,500 | |
| RUFUS PORTER MUSEUM | |||||||
| PO BOX 544 | BRIDGTON | ME | 04109 | PC | CHARITABLE | $10,000 | |
| SAVE THE MICHAELS OF THE WORLD INC | |||||||
| 737 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | CHARITABLE | $10,000 | |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC | |||||||
| PO BOX 301155 8 LAKEVILLE ROAD STE | JAMAICA PLAIN | MA | 02130 | PC | CHARITABLE | $15,000 | 3 |
| SENSATIONAL FUN INC | |||||||
| 2881 SOUTHWESTERN BOULEVARD UNIT 1 | ORCHARD PARK | NY | 14127 | PC | CHARITABLE | $14,261 | |
| SKATING ASSOCIATION FOR THE BLIND AND HANDICAPPED INC | |||||||
| 2607 NIAGARA STREET | BUFFALO | NY | 14207 | PC | CHARITABLE | $7,500 | |
| SOUTHERN TIER COMMUNITY HEALTH CENTER | |||||||
| 135 NORTH UNION STREET | OLEAN | NY | 14760 | PC | CHARITABLE | $800 | |
| ST GREGORY THE GREAT SCHOOL | |||||||
| 250 ST GREGORY COURT | WILLIAMSVILLE | NY | 14221 | PC | CHARITABLE | $20,000 | |
| ST PETER'S LUTHERAN SCHOOL | |||||||
| 6168 WALMORE ROAD | SANBORN | NY | 14132 | PC | CHARITABLE | $5,000 | |
| ST PETERSBURG OPERA COMPANY | |||||||
| 2145 FIRST AVENUE SOUTH | ST PETERSBURG | FL | 33712 | PC | CHARITABLE | $5,000 | |
| STRAIGHT AHEAD MINISTRIES | |||||||
| 791 MAIN STREET | WORCESTER | MA | 01610 | PC | CHARITABLE | $10,000 | |
| SUBURBAN ADULT SERVICES INC | |||||||
| 960 WEST MAPLE COURT | ELMA | NY | 14059 | PC | CHARITABLE | $36,250 | |
| SUICIDE PREVENTION AND CRISIS SERVICE INC | |||||||
| 100 RIVER ROCK DRIVE SUITE 300 | BUFFALO | NY | 14207 | PC | CHARITABLE | $50,000 | |
| SUPPORTIVE LIVING INC | |||||||
| 400 W CUMMINGS PARK SUITE 6100 | WOBURN | MA | 01801 | PC | CHARITABLE | $2,500 | |
| TAPESTRY CHARTER SCHOOL | |||||||
| 65 GREAT ARROW AVENUE | BUFFALO | NY | 14216 | PC | CHARITABLE | $25,000 | |
| THE CAPE COD FOUNDATION | |||||||
| 261 WHITES PATH UNIT 2 | SOUTH YARMOUTH | MA | 02664 | PC | CHARITABLE | $100,000 | |
| THE CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION | |||||||
| 1028 MAIN STREET | BUFFALO | NY | 14202 | PC | CHARITABLE | $57,463 | |
| THE ISLAND AUTISM GROUP INC | |||||||
| PO BOX 2786 | EDGARTOWN | MA | 02539 | PC | CHARITABLE | $36,000 | |
| THE MCLEAN HOSPITAL CORPORATION | |||||||
| 115 MILL STREET MAIL STOP 126 | BELMONT | MA | 024781064 | PC | CHARITABLE | $14,622 | |
| THE MERRIMACK VALLEY PROJECT INC | |||||||
| 1045 ESSEX STREET | LAWRENCE | MA | 01841 | PC | CHARITABLE | $10,000 | |
| THE NAN PROJECT | |||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | PC | CHARITABLE | $500 | |
| THE OPPORTUNITY ALLIANCE | |||||||
| 50 LYDIA LANE | SOUTH PORTLAND | ME | 04106 | PC | CHARITABLE | $8,000 | |
| THE OSBORNE ASSOCIATION INC | |||||||
| 34 BENWOOD AVENUE | BUFFALO | NY | 14214 | PC | CHARITABLE | $10,000 | |
| THE PECK SCHOOL | |||||||
| 247 SOUTH STREET | MORRISTOWN | NJ | 07960 | PC | CHARITABLE | $1,000 | |
| THE PETTENGILL HOUSE INC | |||||||
| 21 WATER STREET SUITE 4A | AMESBURY | MA | 01913 | PC | CHARITABLE | $5,000 | |
| THE POLICE ASSISTED ADDICTION AND RECOVERY INITIATIVE (PAARI) | |||||||
| 253 ARMORY STREET 2ND FLOOR | BOSTON | MA | 02130 | PC | CHARITABLE | $5,000 | |
| THE PREVENTION COUNCIL OF ERIE COUNTY INC | |||||||
| 1625 HERTEL AVENUE | BUFFALO | NY | 14216 | PC | CHARITABLE | $20,000 | |
| THE RED STOCKING FUND INC | |||||||
| PO BOX 600 | EDGARTOWN | MA | 02539 | PC | CHARITABLE | $15,000 | |
| THE RON CLARK ACADEMY | |||||||
| 228 MARGARET STREET | ATLANTA | GA | 30315 | PC | CHARITABLE | $50,000 | |
| THE RURAL OUTREACH CENTER INC | |||||||
| 730 OLEAN ROAD | EAST AURORA | NY | 14052 | PC | CHARITABLE | $75,808 | |
| THE SERVICE COLLABORATIVE OF WNY INC | |||||||
| 173 ELM STREET | BUFFALO | NY | 14203 | PC | CHARITABLE | $25,000 | |
| THE SUMMIT CENTER | |||||||
| 150 STAHL ROAD | GETZVILLE | NY | 14068 | PC | CHARITABLE | $28,372 | |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | PC | CHARITABLE | $2,500 | |
| THROUGH THESE DOORS | |||||||
| PO BOX 704 | PORTLAND | ME | 04104 | PC | CHARITABLE | $5,000 | |
| TISBURY WATERWAYS INC | |||||||
| PO BOX 4375 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $1,000 | |
| TRI-TOWN COUNCIL | |||||||
| 7 GROVE STREET SUITE 202 | TOPSFIELD | MA | 01983 | PC | CHARITABLE | $70,000 | |
| TRUSTEES OF RESERVATIONS | |||||||
| PO BOX 4602 860 STATE ROAD | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $1,000 | |
| UNIQUE THEATRE COMPANY INC | |||||||
| 99 HARTWELL ROAD | BUFFALO | NY | 14216 | PC | CHARITABLE | $3,000 | |
| UTEC INC | |||||||
| PO BOX 7066 | LOWELL | MA | 01852 | PC | CHARITABLE | $80,000 | |
| VILLA MARIA COLLEGE | |||||||
| 240 PINE RIDGE ROAD | BUFFALO | NY | 14225 | PC | CHARITABLE | $1,200 | |
| VINEYARD CONSERVATION SOCIETY INC | |||||||
| PO BOX 2189 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $1,000 | |
| VINEYARD MONTESSORI SCHOOL | |||||||
| 268 MAIN STREET | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $5,000 | |
| VISTA LIFE INNOVATIONS INC | |||||||
| 107 BRADLEY ROAD | MADISON | CT | 06443 | PC | CHARITABLE | $17,500 | |
| VOICE-BUFFALO | |||||||
| 2495 MAIN STREET SUITE 547 | BUFFALO | NY | 14214 | PC | CHARITABLE | $14,168 | |
| WCAI - THE CAPE AND ISLANDS NPR STATION | |||||||
| PO BOX 55875 | BOSTON | MA | 02205 | PC | CHARITABLE | $1,000 | |
| WEST SENECA CENTRAL SCHOOL DISTRICT | |||||||
| 1445 CENTER ROAD | WEST SENECA | NY | 14224 | SCHOOL DISTRICT | CHARITABLE | $5,000 | |
| WESTERN NEW YORK INDEPENDENT LIVING INC | |||||||
| 3108 MAIN STREET | BUFFALO | NY | 14214 | PC | CHARITABLE | $10,000 | |
| WESTERN NEW YORK LIBRARY RESOURCES COUNCIL | |||||||
| 4950 GENESEE STREET SUITE 170 | BUFFALO | NY | 14225 | PC | CHARITABLE | $1,000 | |
| WOODWELL CLIMATE RESEARCH CENTER | |||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | PC | CHARITABLE | $35,000 | |
| YOUNG AUDIENCES OF WESTERN NEW YORK | |||||||
| 1 LAFAYETTE SQUARE | BUFFALO | NY | 14203 | PC | CHARITABLE | $25,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,102,190 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCESS OF WNY INC | |||||||
| 609 RIDGE ROAD SUITE 210 | LACKAWANNA | NY | 14218 | PC | CHARITABLE | $39,170 | |
| BUFFALO STRING WORKS | |||||||
| PO BOX 195 | BUFFALO | NY | 14213 | PC | CHARITABLE | $37,104 | |
| CENTER FOR PUBLIC REPRESENTATION | |||||||
| 22 GREEN STREET | NORTHAMPTON | MA | 01060 | PC | CHARITABLE | $306,360 | |
| ELIOT HUMAN SERVICES | |||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | PC | CHARITABLE | $25,000 | |
| ERIE COUNTY MEDICAL CENTER CORPORATION | |||||||
| 462 GRIDER STREET | BUFFALO | NY | 14215 | PC | CHARITABLE | $197,296 | |
| FAIRWINDS -- NANTUCKET'S COUNSELING CENTER INC | |||||||
| 20 VESPER LANE L-1 GOUIN VILLAGE | NANTUCKET | MA | 02554 | PC | CHARITABLE | $164,048 | |
| HEALTH LAW ADVOCATES | |||||||
| ONE FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | PC | CHARITABLE | $300,000 | |
| INSTITUTE FOR NONPROFIT PRACTICE | |||||||
| 980 WASHINGTON STREET SUITE 115 | DEDHAM | MA | 02026 | PC | CHARITABLE | $950,000 | |
| MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION | |||||||
| PO BOX 3662 | BOSTON | MA | 022413662 | PC | CHARITABLE | $200 | |
| MASSACHUSETTS ADVOCATES FOR CHILDREN | |||||||
| 25 KINGSTON STREET 2ND FLOOR | BOSTON | MA | 02111 | PC | CHARITABLE | $200,000 | |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | |||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | PC | CHARITABLE | $75,000 | |
| MELMARK NEW ENGLAND | |||||||
| 461 RIVER ROAD | ANDOVER | MA | 01810 | PC | CHARITABLE | $98,865 | |
| MENTAL HEALTH ADVOCATES OF WNY | |||||||
| 1021 BROADWAY | BUFFALO | NY | 14212 | PC | CHARITABLE | $40,000 | |
| NIAGARA UNIVERSITY | |||||||
| 5795 LEWISTON ROAD PO BOX 2015 | NIAGARA UNIVERSITY | NY | 141092015 | PC | CHARITABLE | $30,000 | |
| NY ALLIANCE FOR INCLUSION AND INNOVATION | |||||||
| 240 WASHINGTON AVE EXT | ALBANY | NY | 12203 | PC | CHARITABLE | $30,000 | |
| NY FUNDERS ALLIANCE | |||||||
| 431 EAST FAYETTE STREET | SYRACUSE | NY | 13202 | PC | CHARITABLE | $51,334 | |
| PARTNERSHIP FOR PUBLIC GOOD | |||||||
| 617 MAIN STREET SUITE 300 | BUFFALO | NY | 14203 | PC | CHARITABLE | $100,000 | |
| PEOPLE AGAINST TRAFFICKING HUMANS | |||||||
| 999 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | CHARITABLE | $40,000 | |
| PX21 RESEARCH FDN FOR SUNY | |||||||
| 1300 ELMWOOD AVENUE BISHOP HALL | BUFFALO | NY | 14222 | PC | CHARITABLE | $104,707 | B206 |
| RAW ART WORKS INC | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | PC | CHARITABLE | $25,000 | |
| TAPESTRY CHARTER SCHOOL | |||||||
| 65 GREAT ARROW AVENUE | BUFFALO | NY | 14216 | PC | CHARITABLE | $25,000 | |
| THE ISLAND AUTISM GROUP INC | |||||||
| PO BOX 2786 | EDGARTOWN | MA | 02539 | PC | CHARITABLE | $72,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,911,084 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $728 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $635 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,614,884 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,865 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,503,361 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF PRIOR YEAR CONTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $31,792 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,500 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,118,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,792 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,153,265 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMALL BUSINESS ADMINISTRATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 3RD ST SW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $154,800 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $38,563 | Amt |
| Net Investment Income | $19,282 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,281 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (71 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 | $346 | SL | 39.000000000000 | $29 | $0 |
| SOUNDPROOFING | 2009-06-10 | $10,954 | $3,255 | 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 | $1,048 | 150DB | 15.000000000000 | $130 | $0 |
| FURNITURE | 2014-12-16 | $25,712 | $11,874 | 200DB | 7.000000000000 | $982 | $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 | $3,494 | 200DB | 7.000000000000 | $360 | $0 |
| IPAD AIR | 2015-08-18 | $518 | $259 | 200DB | 5.000000000000 | $0 | $0 |
| TELEPHONE SYSTEM | 2015-08-19 | $1,541 | $667 | 200DB | 7.000000000000 | $69 | $0 |
| ARTWORK | 2016-09-19 | $2,300 | $894 | 200DB | 7.000000000000 | $102 | $0 |
| STANDING DESK | 2016-11-11 | $750 | $353 | 200DB | 5.000000000000 | $22 | $0 |
| SLING STUDIO HUB | 2017-09-11 | $999 | $413 | 200DB | 5.000000000000 | $57 | $0 |
| STANDING DESK | 2017-08-21 | $710 | $294 | 200DB | 5.000000000000 | $41 | $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 | $1,499 | $0 | |
| APPLE LAPTOP (DWM) | 2021-02-17 | $1,699 | 200DB | 5.000000000000 | $1,699 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS (DETAIL PROVIDED UPON REQUEST) | $3,574,026 | $3,646,919 |
| CORPORATE BONDS (DETAIL PROVIDED UPON REQUEST) | $2,197,970 | $2,264,082 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 24,700 SH M&T BK CORP | $2,157,792 | $3,793,426 |
| 9 SH BERKSHIRE HATHAWAY INC CL A | $2,047,658 | $4,055,958 |
| CORPORATE STOCK (DETAIL PROVIDED UPON REQUEST) | $7,150,907 | $10,191,249 |
| CORPORATE STOCK (DETAIL PROVIDED UPON REQUEST) | $14,889,495 | $23,652,428 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,799,194 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,878,134 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLOSED END & EXCHANGE TRADED FUNDS (DETAIL PROVIDED UPON REQUEST) | AT COST | $45,840,296 | $78,789,343 |
| MUTUAL FUNDS (DETAIL PROVIDED UPON REQUEST) | AT COST | $2,952,260 | $2,964,617 |
| ASSET BACKED SECURITIES (DETAIL PROVIDED UPON REQUEST) | AT COST | $1,039,445 | $1,054,493 |
| 3 SH SATELLITE PLACE REIT | AT COST | $244,250 | $244,250 |
| ASSET BACKED SECURITIES (DETAIL PROVIDED UPON REQUEST) | AT COST | $2,099,752 | $2,084,526 |
| MUTUAL FUNDS (DETAIL PROVIDED UPON REQUEST) | AT COST | $8,770,897 | $8,918,285 |
| ASSET BACKED SECURITIES (DETAIL PROVIDED UPON REQUEST) | AT COST | $1,031,382 | $1,012,762 |
| CLOSED END & EXCHANGE TRADED FUNDS (DETAIL PROVIDED UPON REQUEST) | AT COST | $5,794,038 | $9,039,593 |
| 402053.923 SH BLACKSTONE REIT CL S | AT COST | $4,369,674 | $6,001,563 |
| ALKEON GROWTH PARTNERS II | AT COST | $3,724,579 | $3,976,490 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (71 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 | $375 | $775 |
| SOUNDPROOFING | $10,954 | $3,536 | $7,418 |
| 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 | $3,378 | $1,022 |
| 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 | $7,888 | $180 |
| IPAD AIR | $518 | $518 | $0 |
| TELEPHONE SYSTEM | $1,541 | $1,507 | $34 |
| ARTWORK | $2,300 | $2,146 | $154 |
| STANDING DESK | $750 | $750 | $0 |
| SLING STUDIO HUB | $999 | $970 | $29 |
| STANDING DESK | $710 | $690 | $20 |
| 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES - GENERAL COUNSEL | $44,572 | $14,857 | $29,715 |
| LEGAL FEES - SPECIAL COUNSEL | $792,172 | $0 | $792,172 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST PAID | $7,689 | $5,339 | $5,339 |
| INTEREST, DIVIDENDS & SALES PROCEEDS RECEIVABLE | $189,504 | $98,960 | $98,960 |
| FSA DEPOSIT | $417 | $417 | $417 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $1,500 | $0 | $1,500 |
| INSURANCE | $5,223 | $0 | $5,223 |
| ASSOCIATION DUES | $18,093 | $0 | $18,093 |
| TELEPHONE/INTERNET | $14,279 | $0 | $14,279 |
| POSTAGE | $374 | $0 | $374 |
| PAYROLL SERVICES | $2,081 | $0 | $2,081 |
| OFFICE EXPENSE | $9,407 | $0 | $9,407 |
| PUBLICITY | $235 | $0 | $235 |
| GRANTS MANAGEMENT DATABASE | $28,171 | $0 | $28,171 |
| ORDINARY LOSS PASSED THROUGH ALKEON GROWTH PARTNERS II | $106,084 | $102,583 | $0 |
| STRATEGIC PLANNING | $1,991 | $0 | $1,991 |
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 | $31,792 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $31,792 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FSA LIABILITY | $3,743 | $9,149 |
| OTHER PAYABLES | $1,848 | $3,215 |
| PPP LOAN PAYABLE | $154,800 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 3RD PARTY INVESTMENT MANAGER FEES | $166,712 | $166,712 | $0 |
| INVESTMENT MANAGMENT FEES | $152,134 | $152,134 | $0 |
| INVESTMENT ADVISORY, CUSTODIAN & REPORTING FEES | $307,890 | $307,890 | $0 |
| INVESTMENT EXPENSE | $11,962 | $11,962 | $0 |
| CONSULTING FEES - ECLC | $336,275 | $0 | $336,275 |
| CONSULTING FEES - GETSET - MA | $5,000 | $0 | $5,000 |
| CONSULTING FEES - CAPACITY BUILDING INITIATIVES | $162,964 | $0 | $162,964 |
| CONSULTING FEES - OTHER | $167,176 | $0 | $167,176 |
| CONSULTING FEES - DEI CONSULTANT | $83,606 | $0 | $83,606 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $52,596 | $0 | $52,596 |
| FOREIGN TAXES | $19,252 | $19,252 | $0 |
| FEDERAL EXCISE TAX | $166,365 | $0 | $0 |
| FOREIGN TAXES PASSED THROUGH ALKEON GROWTH PARTNERS II | $794 | $794 | $0 |
| NY UBI TAX | $1,099 | $0 | $0 |
| FEDERAL UBI TAX | $1,076 | $0 | $0 |