PETER & ELIZABETH C TOWER FOUNDATION TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PETER & ELIZABETH C TOWER FOUNDATION TR (EIN 16-6350753)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202101339349100425
- Schema version
- 2020v4.1
- 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 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 | 2021-05-13T08:16:51-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 106 | AddressLine1Txt |
| City | GETZVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 140681225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN N BLAIR | PersonNm |
| Person Title | ATTORNEY TRUSTEE | PersonTitleTxt |
| Phone | 7168349181 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | BLAIR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DALE B DEMYANICK CPA | PreparerPersonNm |
| PTIN | P00155344 | 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 | 2020 | 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 | $157,988,644 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,398 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,398 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,667,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,667,134 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $883,250 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,179,343 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $921,683 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,383 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,583,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,591,215 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $441,352 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $99,908 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $341,444 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $535,002 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $535,002 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $119,763 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $119,763 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $648,116 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,179 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $638,937 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,061 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,031 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,030 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,187,514 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $532,033 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $655,481 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $20,662 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $20,662 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $132,098 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,495 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $51,259 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,395 | 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 | $21,788 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,788 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $479 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $479 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $118,930 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,887 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,043 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,352,080 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $759,195 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,538,146 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,314,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,314,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,667,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $759,195 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,853,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,083,905 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,832,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $156,677 | CashBOYAmt |
| Cash EOY | $280,107 | CashEOYAmt |
| Cash EOYFMV | $280,107 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,389,152 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,182,530 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,182,530 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,798,634 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,687,566 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,024,795 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,906,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,829,013 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,783,233 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,242,396 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,405,254 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,831,087 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $79,386,548 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $73,499,886 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,679,943 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $200,639 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $191,300 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,734 | LandBOYAmt |
| Land EOY | $9,339 | LandEOYAmt |
| Land EOYFMV | $9,339 | LandEOYFMVAmt |
| Other Assets BOY | $137,495 | OtherAssetsBOYAmt |
| Other Assets EOY | $197,610 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $197,610 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $121,029,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,091,305 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $157,988,644 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $14,683 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $160,391 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,683 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $160,391 | 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 | $121,014,819 | RetainedEarningBOYAmt |
| Retained Earning EOY | $114,930,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $121,014,819 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,930,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $121,029,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,091,305 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $121,014,819 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,083,905 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $114,930,914 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $114,930,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $51,940,055 | $51,257,435 | $682,620 | $682,620 | |
| FSP 1441 MAIN STREET CORP | $75 | -$75 | -$75 | ||
| ALKEON GROWTH PARTNERS II | $126,490 | $126,490 | $126,490 | P | |
| ALKEON GROWTH PARTNERS II UBTI | $6,742 | $6,742 | $6,742 | P | |
| EPIX MEDICAL - WORTHLESS | $150 | -$150 | -$150 | ||
| CAPITAL GAINS DIVIDENDS | $106,056 | $106,056 | $106,056 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $921,683 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,365 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,365 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | 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 | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,365 | 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 (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MOLLIE TOWER BYRNES | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CYNTHIA T DOYLE | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROBERT M DOYLE | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JOHN H BYRNES | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TRACY SAWICKI | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | EXECUTIVE DIRECTOR | 40.00 | $191,535 | $20,448 | $2,440 |
| JOHN N BLAIR | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | ATTORNEY TRUSTEE | 30.00 | $199,817 | $0 | $0 |
| DONNA OWENS | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $13,000 | $0 | $0 |
| DALE B DEMYANICK | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $10,500 | $0 | $0 |
| DAVID M WELBOURN | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $14,000 | $0 | $0 |
| JAMES H WEISS | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $12,500 | $0 | $0 |
| PETER T BYRNES | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MOLLIE M DOYLE | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 14068 | TRUSTEE | 2.00 | $0 | $0 | $0 |
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 | $116,222 | $22,591 | $540 |
| NICHOLAS G RANDELL | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 140681225 | PROGRAM OFF. | 40.00 | $94,661 | $21,964 | $1,291 |
| CHARLES E COLSTON JR | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 140681225 | PROGRAM OFF. | 40.00 | $88,345 | $21,634 | $1,900 |
| MEGAN T MACDAVEY | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 140681225 | PROGRAM OFF. | 40.00 | $87,704 | $2,591 | $1,186 |
| KATHLEEN E ANDRIACCIO | ||||||||
| 2351 NORTH FOREST ROAD SUITE 106 | GETZVILLE | NY | 140681225 | ADMIN MGR. | 40.00 | $79,030 | $2,308 | $1,900 |
| 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 | $545,421 |
| FULL FRAME COMMUNICATIONS LLC | |||||
| 43 SHAW ROAD | BELMONT | MA | 02478 | CONSULTING | $444,475 |
| UBS FINANCIAL SERVICES INC | |||||
| 250 DELAWARE AVE SUITE 610 | BUFFALO | NY | 14202 | INVSTMT ADVSRY, CUSTODIAN, RPRTG FEES | $255,931 |
| UBS FINANCIAL SERVICES INC | |||||
| 250 DELAWARE AVE SUITE 610 | BUFFALO | NY | 14202 | INVESTMENT MGMT FEES | $127,287 |
| SCATTERGOOD BEHAVIORAL HEALTH FOUNDATION | |||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | CONSULTING | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | 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 | $137,670,203 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,724,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $141,394,752 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $141,394,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,120,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $139,273,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,963,692 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,963,692 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,365 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $518 | IncomeTaxAmt |
| Total Tax | $39,883 | TotalTaxAmt |
| Distributable Before Adj | $6,923,809 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $30,383 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,954,192 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,954,192 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,853,136 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,853,136 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,853,136 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,954,192 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,802,631 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,168,859 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,942,706 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,362,188 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,024,011 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,300,395 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,853,136 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,954,192 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,898,944 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,199,339 | 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 | $3,802,631 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,396,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,168,859 | ExcessFromYear4Amt |
| Excess From Year3 | $1,942,706 | ExcessFromYear3Amt |
| Excess From Year2 | $2,362,188 | ExcessFromYear2Amt |
| Excess From Year1 | $1,024,011 | ExcessFromYear1Amt |
| Excess From Current Year | $1,898,944 | 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 1/15/20, 4/29/20, AND 8/26/20 | 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 (180 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTION INC | |||||||
| 180 MAIN STREET | GLOUCESTER | MA | 01930 | PC | CHARITABLE | $10,000 | |
| AMHERST CENTRAL SCHOOL DISTRICT | |||||||
| 55 KINGS HIGHWAY | AMHERST | NY | 14226 | SCHOOL DISTRICT | CHARITABLE | $23,000 | |
| ASPIRE OF WESTERN NEW YORK INC | |||||||
| 2356 NORTH FOREST ROAD | GETZVILLE | NY | 14068 | PC | CHARITABLE | $95,000 | |
| AUTISM SERVICES INC | |||||||
| 40 HAZELWOOD DRIVE | AMHERST | NY | 14228 | PC | CHARITABLE | $20,000 | |
| BACKYARD GROWERS | |||||||
| 5 DUNCAN STREET | GLOUCESTER | MA | 01930 | PC | CHARITABLE | $2,500 | |
| BATES COLLEGE | |||||||
| 2 ANDREWS ROAD | LEWISTON | ME | 04240 | PC | CHARITABLE | $10,000 | |
| BEHAVIORAL HEALTH INNOVATORS INC | |||||||
| PO BOX 583 90 MORTON ROAD | S CHATHAM | MA | 02659 | PC | CHARITABLE | $50,000 | |
| BORNHAVA THE SPECIALIZED EARLY CHILDHOOD CENTER OF WNY INC | |||||||
| 25 CHATEAU TERRACE | AMHERST | NY | 14226 | PC | CHARITABLE | $5,000 | |
| BRIDGEWELL | |||||||
| 10 DEARBORN ROAD | PEABODY | MA | 01960 | PC | CHARITABLE | $18,844 | |
| BRISTOL VILLAGE INC | |||||||
| 8455 CLARENCE CENTER ROAD | CLARENCE CENTER | NY | 14032 | PC | CHARITABLE | $5,000 | |
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER INC | |||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | PC | CHARITABLE | $52,500 | |
| BUFFALO - TORONTO PUBLIC MEDIA | |||||||
| PO BOX 1263 | BUFFALO | NY | 142401263 | PC | CHARITABLE | $40,000 | |
| BUFFALO AND ERIE COUNTY BOTANICAL GARDENS SOCIETY INC | |||||||
| 2655 SOUTH PARK AVENUE | BUFFALO | NY | 14218 | PC | CHARITABLE | $10,000 | |
| BUFFALO COLLEGIATE CHARTER SCHOOL | |||||||
| 45 JEWETT AVE | BUFFALO | NY | 14214 | PC | CHARITABLE | $16,250 | |
| BUFFALO HEARING & SPEECH CENTER INC | |||||||
| 50 E NORTH STREET | BUFFALO | NY | 14203 | PC | CHARITABLE | $45,821 | |
| BUFFALO PEACE HOUSE | |||||||
| 4263 ST FRANCIS DRIVE | HAMBURG | NY | 14075 | PC | CHARITABLE | $7,500 | |
| BUFFALO SUZUKI STRINGS | |||||||
| 4 WEBSTER STREET | NORTH TONAWANDA | NY | 14120 | PC | CHARITABLE | $5,000 | |
| CAPE ABILITIES INC | |||||||
| 895 MARY DUNN ROAD | HYANNIS | MA | 02601 | PC | CHARITABLE | $40,250 | |
| CAPE COD CHALLENGER CLUB | |||||||
| 418 BUMPS RIVER ROAD | OSTERVILLE | MA | 02655 | PC | CHARITABLE | $3,500 | |
| CAPE COD COLLABORATIVE | |||||||
| 418 BUMPS RIVER ROAD | OSTERVILLE | MA | 02655 | PC | CHARITABLE | $70,000 | |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| 32 MAIN STREET PO BOX 370 | HYANNIS | MA | 02601 | PC | CHARITABLE | $35,750 | |
| CAPE COD VILLAGE CENTER FOR DEVELOPMENTAL DISABILITIES | |||||||
| PO BOX 2129 | ORLEANS | MA | 02653 | PC | CHARITABLE | $40,000 | |
| CAPE COD VILLAGE INC | |||||||
| PO BOX 2129 | ORLEANS | MA | 02653 | PC | CHARITABLE | $5,000 | |
| CARE MANAGEMENT COALITION OF WESTERN NEW YORK INC | |||||||
| 1000 MAIN STREET | BUFFALO | NY | 14202 | PC | CHARITABLE | $425,000 | |
| 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 | $21,000 | |
| CCNY | |||||||
| 217 E DELAVAN AVENUE | BUFFALO | NY | 14208 | PC | CHARITABLE | $285,896 | |
| CENTER FOR PUBLIC REPRESENTATION | |||||||
| 22 GREEN STREET | NORTHAMPTON | MA | 01060 | PC | CHARITABLE | $125,000 | |
| CENTER FOR SELF ADVOCACY | |||||||
| 2531 DELAWARE AVENUE | BUFFALO | NY | 14210 | PC | CHARITABLE | $21,469 | |
| CENTERBOARD INC | |||||||
| 16 CITY HALL SQUARE | LYNN | MA | 01901 | PC | CHARITABLE | $40,000 | |
| CHILD & FAMILY SERVICES INC | |||||||
| 1061 PLEASANT | NEW BEDFORD | MA | 02740 | PC | CHARITABLE | $35,000 | |
| CITY OF NEWBURYPORT | |||||||
| CITY HALL 60 PLEASANT STREET | NEWBURYPORT | MA | 01950 | CITY GOVERNMENT | CHARITABLE | $117,455 | |
| COLONIAL VILLAGE ELEMENTARY SCHOOL | |||||||
| 1456 SAUNDERS SETTLEMENT ROAD | NIAGARA FALLS | NY | 14305 | PUBLIC SCHOOL | CHARITABLE | $5,000 | |
| COMMUNITY CATALYST | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PC | CHARITABLE | $28,000 | |
| COMMUNITY FOUNDATION FOR GREATER BUFFALO | |||||||
| 726 EXCHANGE STREET SUITE 525 | BUFFALO | NY | 14210 | PC | CHARITABLE | $450,000 | |
| COMMUNITY FOUNDATION FOR NANTUCKET | |||||||
| PO BOX 204 | NANTUCKET | MA | 02554 | PC | CHARITABLE | $25,000 | |
| COMMUNITY MISSIONS OF NIAGARA FRONTIER INC | |||||||
| 1570 BUFFALO AVENUE | NIAGARA FALLS | NY | 14303 | PC | CHARITABLE | $25,000 | |
| COMMUNITY NETWORK FOR ENGAGEMENT CONNECTION AND TRANSFORMATION | |||||||
| 515 MAIN STREET | BUFFALO | NY | 14203 | PC | CHARITABLE | $15,000 | |
| COMMUNITY SERVICES FOR THE DEVELOPMENTALLY DISABLED | |||||||
| 180 OAK STREET | BUFFALO | NY | 14203 | PC | CHARITABLE | $88,000 | |
| COTUIT CENTER FOR THE ARTS | |||||||
| 4404 FALMOUTH ROAD PO BOX 2042 | COTUIT | MA | 02635 | PC | CHARITABLE | $9,150 | |
| COUNTY OF DUKES COUNTY | |||||||
| VINEYARD HEALTH CARE ACCESS PROGRAM | W TISBURY | MA | 02575 | PC | CHARITABLE | $10,000 | PO BOX 1298 |
| CRADLE BEACH CAMP INC | |||||||
| 8038 OLD LAKESHORE ROAD | ANGOLA | NY | 14006 | PC | CHARITABLE | $5,826 | |
| DAEMEN COLLEGE | |||||||
| 4380 MAIN STREET | AMHERST | NY | 142263592 | PC | CHARITABLE | $41,421 | |
| DANCEABILITY INC | |||||||
| 2365 GEORGE URBAN BOULEVARD | DEPEW | NY | 14043 | PC | CHARITABLE | $25,000 | |
| DEAF ACCESS SERVICES | |||||||
| TRI-MAIN CENTER 2495 MAIN STREET NO | BUFFALO | NY | 14214 | PC | CHARITABLE | $250 | 446 |
| ELIOT COMMUNITY HUMAN SERVICES | |||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | PC | CHARITABLE | $20,000 | |
| EMPOWER | |||||||
| 9812 LOCKPORT ROAD | NIAGARA FALLS | NY | 14304 | PC | CHARITABLE | $15,500 | |
| ENNEAGRAM PRISON PROJECT | |||||||
| PO BOX 804 | LOS GATOS | CA | 95031 | PC | CHARITABLE | $1,000 | |
| ERIE COUNTY RESTORATIVE JUSTICE COALITION INC | |||||||
| 567 HERTEL AVE | BUFFALO | NY | 14207 | PC | CHARITABLE | $15,000 | |
| ESSEX COUNTY COMMUNITY FOUNDATION | |||||||
| 175 ANDOVER STREET | DANVERS | MA | 01923 | PC | CHARITABLE | $390,000 | |
| EXPLORE & MORE - THE RALPH C WILSON JR CHILDREN'S MUSEUM | |||||||
| 130 MAIN STREET | BUFFALO | NY | 14202 | PC | CHARITABLE | $15,132 | |
| EXPRESS YOURSELF INC | |||||||
| 100 CUMMINGS CENTER SUITE 165E | BEVERLY | MA | 01915 | PC | CHARITABLE | $71,000 | |
| FAIRWINDS -- NANTUCKET'S COUNSELING CENTER INC | |||||||
| 20 VESPER LANE L-1 GOUIN VILLAGE | NANTUCKET | MA | 02554 | PC | CHARITABLE | $96,760 | |
| FALMOUTH ACADEMY | |||||||
| 7 HIGHFIELD DRIVE | FALMOUTH | MA | 02540 | PC | CHARITABLE | $5,000 | |
| FAMILY CONTINUITY INC | |||||||
| 360 MERRIMACK STREET BLDG 9 3RD | LAWRENCE | MA | 01843 | PC | CHARITABLE | $40,000 | FLOOR |
| FAMILY HELP CENTER INC | |||||||
| 60 DINGENS STREET | BUFFALO | NY | 142062308 | PC | CHARITABLE | $10,925 | |
| FAMILY SERVICES OF MERRIMACK VALLEY INC | |||||||
| 430 NORTH CANAL STREET | LAWRENCE | MA | 01840 | PC | CHARITABLE | $20,250 | |
| FANTASTIC FRIENDS OF WNY INC | |||||||
| 1284 FRENCH ROAD | DEPEW | NY | 14043 | PC | CHARITABLE | $25,000 | |
| FIDELITY HOUSE INC | |||||||
| 439 S UNION STREET SUITE 401 | LAWRENCE | MA | 01843 | PC | CHARITABLE | $26,000 | |
| 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 | $3,000 | |
| GATEWAY-LONGVIEW INC | |||||||
| 6350 MAIN STREET | WILLIAMSVILLE | NY | 14221 | PC | CHARITABLE | $31,839 | |
| GAY & LESBIAN YOUTH SERVICES OF WESTERN NEW YORK INC | |||||||
| 393 DELAWARE AVE | BUFFALO | NY | 14202 | PC | CHARITABLE | $41,544 | |
| 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 | $15,000 | |
| GIGI'S PLAYHOUSE INC | |||||||
| 2350 W HIGGINS ROAD | HOFFMAN ESTATES | IL | 60169 | PC | CHARITABLE | $59,800 | |
| GRAND ISLAND MEMORIAL LIBRARY | |||||||
| 1715 BEDELL ROAD | GRAND ISLAND | NY | 14072 | PC | CHARITABLE | $5,000 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | |||||||
| 1725 DESALES STREET NW SUITE 404 | WASHINGTON | DC | 20036 | PC | CHARITABLE | $3,000 | |
| GREATER LAWRENCE COMMUNITY ACTION COUNCIL | |||||||
| 305 ESSEX STREET | LAWRENCE | MA | 01840 | PC | CHARITABLE | $40,000 | |
| HABITAT FOR HUMANITY MERRIMACK VALLEY | |||||||
| 60 ISLAND STREET 2ND FLOOR EAST | LAWRENCE | MA | 01840 | PC | CHARITABLE | $2,000 | SUITE 249 |
| HARVEST HOUSE | |||||||
| 1782 SENECA STREET | BUFFALO | NY | 14210 | PC | CHARITABLE | $10,000 | |
| HEALING ABUSE WORKING FOR CHANGE | |||||||
| 27 CONGRESS STREET | SALEM | MA | 01970 | PC | CHARITABLE | $55,130 | |
| HEALTH LAW ADVOCATES | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PC | CHARITABLE | $200,000 | |
| HEALTHY COMMUNITY ALLIANCE | |||||||
| 1 SCHOOL STREET SUITE 100 | GOWANDA | NY | 14070 | PC | CHARITABLE | $15,000 | |
| HERITAGE CHRISTIAN SERVICES | |||||||
| 349 W COMMERCIAL ST STE 2795 | EAST ROCHESTER | NY | 144452402 | PC | CHARITABLE | $7,000 | |
| HOLY TRINITY UKRAINIAN ORTHODOX CHURCH | |||||||
| 200 COMO PARK BOULEVARD | CHEEKTOWAGA | NY | 14227 | PC | CHARITABLE | $5,000 | |
| HOMESPACE CORP | |||||||
| 1030 ELLICOTT STREET | BUFFALO | NY | 14209 | PC | CHARITABLE | $30,000 | |
| HOUSING ASSISTANCE CORPORATION OF CAPE COD INC | |||||||
| 460 WEST MAIN STREET | HYANNIS | MA | 02601 | PC | CHARITABLE | $20,936 | |
| INSTITUTE FOR AUTISM RESEARCH AT CANISIUS COLLEGE | |||||||
| CANISIUS COLLEGE 2001 MAIN STREET | BUFFALO | NY | 14208 | PC | CHARITABLE | $45,000 | |
| INSTITUTE FOR NONPROFIT PRACTICE | |||||||
| 144 GOULD STREET SUITE 205 | NEEDHAM | MA | 02494 | PC | CHARITABLE | $5,000 | |
| ISLAND FOOD PANTRY | |||||||
| PO BOX 1874 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $10,000 | |
| ISLAND GROWN INITIATIVE | |||||||
| PO BOX 622 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $1,500 | |
| KIDSPEACE NATIONAL CENTERS OF NORTH AMERICA INC | |||||||
| 2801 WEHRLE DRIVE SUITES 13-14 | WILLIAMSVILLE | NY | 14221 | PC | CHARITABLE | $10,000 | |
| LAKES ENVIRONMENTAL ASSOCIATION | |||||||
| 290 MAIN STREET | BRIDGTON | ME | 04009 | PC | CHARITABLE | $10,000 | |
| LATHAM CENTERS | |||||||
| 14 LOTS HOLLOW ROAD | ORLEANS | MA | 02653 | PC | CHARITABLE | $25,000 | |
| LAWRENCE GENERAL HOSPITAL | |||||||
| ONE CANAL STREET | LAWRENCE | MA | 018412961 | PC | CHARITABLE | $33,333 | |
| LEAGUE OF WOMEN VOTERS CITIZEN EDUCATION FUND | |||||||
| PO BOX 1107 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $3,000 | |
| LEAP FOR EDUCATION INC | |||||||
| 35 CONGRESS STREET SUITE 102 | SALEM | MA | 01970 | PC | CHARITABLE | $28,506 | |
| LEARNING DISABILITIES ASSOCIATION OF WNY | |||||||
| 2555 ELMWOOD AVENUE | KENMORE | NY | 14217 | PC | CHARITABLE | $23,340 | |
| LIFEBRIDGE | |||||||
| 56 MARGIN STREET | SALEM | MA | 01970 | PC | CHARITABLE | $15,000 | |
| LIVING OPPORTUNITIES OF DEPAUL INC | |||||||
| 2475 GEORGE URBAN BOULEVARD SUITE | DEPEW | NY | 14043 | PC | CHARITABLE | $25,000 | 201 |
| LONGY SCHOOL OF MUSIC | |||||||
| 27 GARDEN STREET | CAMBRIDGE | MA | 02138 | PC | CHARITABLE | $2,500 | |
| LYNN SHELTER ASSOCIATION | |||||||
| 91 LIBERTY STREET | LYNN | MA | 01901 | PC | CHARITABLE | $50,000 | |
| MADONNA OF THE STREETS INC | |||||||
| D/B/A ST LUKES MISSION OF MERCY PO | BUFFALO | NY | 14215 | PC | CHARITABLE | $10,000 | BOX 448 |
| MARTHA'S VINEYARD CEREBRAL PALSY CAMP INC | |||||||
| PO BOX 1357 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $45,000 | |
| MARTHA'S VINEYARD CHAMBER MUSIC SOCIETY | |||||||
| PO BOX 4189 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $2,500 | |
| MARTHA'S VINEYARD COMMUNITY SERVICES INC | |||||||
| 111 EDGARTOWN ROAD | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $110,294 | |
| MARTHA'S VINEYARD DONORS COLLABORATIVE | |||||||
| PO BOX 1018 | WEST TISBURY | MA | 02575 | PC | CHARITABLE | $52,207 | |
| MARTHA'S VINEYARD HOSPITAL | |||||||
| PO BOX 1477 | OAK BLUFFS | MA | 02557 | PC | CHARITABLE | $15,000 | |
| MARTHA'S VINEYARD LANGUAGE & LITERACY PROJECT CO | |||||||
| 55 PILGRIM ROAD | EDGARTOWN | MA | 02539 | PC | CHARITABLE | $6,000 | |
| MARTHA'S VINEYARD PLAYHOUSE INC | |||||||
| 24 CHURCH STREET PO BOX 2452 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $1,000 | |
| MARTHA'S VINEYARD PUBLIC SCHOOLS | |||||||
| 4 PINE STREET | VINEYARD HAVEN | MA | 02568 | SCHOOL DISTRICT | CHARITABLE | $13,500 | |
| MASSACHUSETTS ADVOCATES FOR CHILDREN | |||||||
| 25 KINGSTON STREET 2ND FLOOR | BOSTON | MA | 01222 | PC | CHARITABLE | $28,500 | |
| 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 INC | |||||||
| 461 RIVER RD | ANDOVER | MA | 01810 | PC | CHARITABLE | $25,000 | |
| MENTAL HEALTH ADVOCATES OF WNY | |||||||
| 999 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | CHARITABLE | $35,000 | |
| MERRIMACK VALLEY YMCA | |||||||
| 360 MERRIMACK STREET SUITE 270 | LAWRENCE | MA | 01843 | PC | CHARITABLE | $5,000 | |
| METHUEN PUBLIC SCHOOLS | |||||||
| 10 DITSON PLACE | METHUEN | MA | 01844 | SCHOOL DISTRICT | CHARITABLE | $24,840 | |
| MID-ERIE MENTAL HEALTH SERVICES INC | |||||||
| 1526 WALDEN AVENUE SUITE 400 | CHEEKTOWAGA | NY | 14225 | PC | CHARITABLE | $40,000 | |
| MOST VALUABLE PARENTS OF BUFFALO NEW YORK | |||||||
| 212 NEWBURGH AVENUE | BUFFALO | NY | 14215 | PC | CHARITABLE | $15,000 | |
| NARDIN ACADEMY ELEMENTARY SCHOOL | |||||||
| 135 CLEVELAND DRIVE | BUFFALO | NY | 14222 | PC | CHARITABLE | $10,000 | |
| NATIVE AMERICAN COMMUNITY SERVICES INC | |||||||
| 1005 GRANT STREET | BUFFALO | NY | 14207 | PC | CHARITABLE | $67,167 | |
| NEIGHBORS IN NEED | |||||||
| PO BOX 447 | LAWRENCE | MA | 01842 | PC | CHARITABLE | $5,000 | |
| NEW DIRECTIONS YOUTH AND FAMILY SERVICES INC | |||||||
| 6395 OLD NIAGARA ROAD | LOCKPORT | NY | 14094 | PC | CHARITABLE | $25,000 | |
| NIAGARA FALLS MEMORIAL MEDICAL CENTER | |||||||
| 621 TENTH STREET | NIAGARA FALLS | NY | 14302 | PC | CHARITABLE | $48,805 | |
| NIAGARA LUTHERAN HEALTH SYSTEM INC | |||||||
| 64 HAGER STREET | BUFFALO | NY | 14208 | PC | CHARITABLE | $2,500 | |
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01343 | PC | CHARITABLE | $6,000 | |
| NORTHSHORE EDUCATION CONSORTIUM | |||||||
| 112 SOHIER ROAD | BEVERLY | MA | 01915 | PC | CHARITABLE | $96,000 | |
| NOTICEABILITY | |||||||
| NOTICEABILITY PO BOX 380617 | CAMBRIDGE | MA | 02238 | PC | CHARITABLE | $8,090 | |
| NYSARC INC CATTARAUGUS-NIAGARA COUNTIES CHAPTER | |||||||
| 1439 BUFFALO STREET | OLEAN | NY | 14760 | PC | CHARITABLE | $15,000 | |
| OPEN DOOR | |||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | PC | CHARITABLE | $7,500 | |
| OPPORTUNITIES COLLABORATIVE FOR SPECIAL NEEDS STUDENTS INC | |||||||
| 201 MILLWOOD DRIVE | TONAWANDA | NY | 14150 | PC | CHARITABLE | $5,000 | |
| PARENT NETWORK OF WESTERN NEW YORK INC | |||||||
| 1021 BROADWAY STREET | BUFFALO | NY | 142121460 | PC | CHARITABLE | $118,478 | |
| PEABODY ESSEX MUSEUM | |||||||
| 161 ESSEX STREET | SALEM | MA | 01970 | PC | CHARITABLE | $10,000 | |
| PEOPLE INC | |||||||
| 1219 NORTH FOREST ROAD | WILLIAMSVILLE | NY | 14221 | PC | CHARITABLE | $150 | |
| PEOPLE INC ACTING AS FISCAL AGENT FOR BEHAVIORAL AND MENTAL HEALTH CONSORT | |||||||
| 1219 NORTH FOREST ROAD | WILLIAMSVILLE | NY | 14221 | PC | CHARITABLE | $125,000 | |
| PERMANENT ENDOWMENT FOR MARTHA'S VINEYARD | |||||||
| 4C COURNOYER ROAD PO BOX 243 | WEST TISBURY | MA | 02575 | PC | CHARITABLE | $25,000 | |
| PHILANTHROPY MASSACHUSETTS | |||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | PC | CHARITABLE | $18,000 | |
| POLICE ASSISTED ADDICTION AND RECOVERY INITIATIVE | |||||||
| 2 BLACKBURN CENTER | GLOUCESTER | MA | 01930 | PC | CHARITABLE | $25,000 | |
| PREVENTIONFOCUS INC | |||||||
| 69 LINWOOD AVE | BUFFALO | NY | 14202 | PC | CHARITABLE | $250 | |
| RAW ART WORKS INC | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | PC | CHARITABLE | $15,000 | |
| RMHC OF WESTERN NEW YORK INC | |||||||
| 780 WEST FERRY STREET | BUFFALO | NY | 14222 | PC | CHARITABLE | $5,000 | |
| ROCK AUTISM INC | |||||||
| 3835 HARLEM ROAD | BUFFALO | NY | 14215 | PC | CHARITABLE | $20,000 | |
| RUFUS PORTER MUSEUM | |||||||
| PO BOX 544 | BRIDGTON | ME | 04109 | PC | CHARITABLE | $5,000 | |
| SAIL MARTHA'S VINEYARD | |||||||
| 110 MAIN STREET PO BOX 1998 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $5,000 | |
| SENSATIONAL FUN INC | |||||||
| 2881 SOUTHWESTERN BLVD UNIT 1 | ORCHARD PARK | NY | 14127 | PC | CHARITABLE | $10,000 | |
| SHEA'S PERFORMING ARTS CENTER | |||||||
| PO BOX 1130 | BUFFALO | NY | 14205 | PC | CHARITABLE | $5,000 | |
| SHERIFF'S MEADOW FOUNDATION | |||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $2,000 | |
| SOUTH CHURCH IN ANDOVER | |||||||
| CENTRAL STREET | ANDOVER | MA | 01810 | PC | CHARITABLE | $13,000 | |
| ST ANN'S HOME INC | |||||||
| 100A HAVERHILL STREET | METHUEN | MA | 01844 | PC | CHARITABLE | $25,000 | |
| ST PETERSBURG OPERA COMPANY | |||||||
| 2145 FIRST AVENUE SOUTH | ST PETERSBURG | FL | 33712 | PC | CHARITABLE | $5,000 | |
| SUICIDE PREVENTION AND CRISIS SERVICE INC | |||||||
| 100 RIVER ROCK DR SUITE 300 | BUFFALO | NY | 14207 | PC | CHARITABLE | $25,000 | |
| SUNEEL'S LIGHT FOUNDATION | |||||||
| ONE CANALSIDE 125 MAIN STREET | BUFFALO | NY | 14203 | PC | CHARITABLE | $10,000 | |
| SUPPORTIVE LIVING INC | |||||||
| 400 W CUMMINGS PARK SUITE 6100 | WOBURN | MA | 01801 | PC | CHARITABLE | $2,500 | |
| THE CAPE COD FOUNDATION | |||||||
| 261 WHITES PATH UNIT 2 | SOUTH YARMOUTH | MA | 02664 | PC | CHARITABLE | $115,000 | |
| THE CHILDREN'S HOSPITAL CORPORATION DBA BOSTON CHILDREN'S HOSPITAL | |||||||
| BOSTON CHILDRENS HOSPITAL TRUST 401 | BOSTON | MA | 022153354 | PC | CHARITABLE | $60,250 | PARK DRIVE SUITE 602 |
| THE CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION | |||||||
| 1028 MAIN STREET | BUFFALO | NY | 14202 | PC | CHARITABLE | $57,463 | |
| THE DOUG FLUTIE JR FOUNDATION FOR AUTISM INC | |||||||
| 1661 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | PC | CHARITABLE | $35,000 | |
| THE FIELD FUND INC | |||||||
| 49 NORTH ROAD PO BOX 142 | CHILMARK | MA | 02535 | PC | CHARITABLE | $5,000 | |
| THE ISLAND AUTISM GROUP INC | |||||||
| 153 OTIS BASSETT RD | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $20,000 | |
| THE MARTHA'S VINEYARD FILM FESTIVAL | |||||||
| PO BOX 592 | CHILMARK | MA | 02535 | PC | CHARITABLE | $35,000 | |
| 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 402 | AMESBURY | MA | 01913 | PC | CHARITABLE | $20,000 | |
| THE PLUMMER HOME FOR BOYS | |||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | PC | CHARITABLE | $10,000 | |
| THE RED STOCKING FUND | |||||||
| PO BOX 600 | EDGARTOWN | MA | 02539 | PC | CHARITABLE | $7,000 | |
| THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK (BUFFALO STATE COLL | |||||||
| 1300 ELMWOOD AVENUE CLEVELAND HALL | BUFFALO | NY | 14222 | PC | CHARITABLE | $250 | 304 |
| 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 | $53,700 | |
| THE SUMMIT CENTER | |||||||
| 150 STAHL ROAD | GETZVILLE | NY | 14068 | PC | CHARITABLE | $12,669 | |
| THE YARD | |||||||
| PO BOX 405 | CHILMARK | MA | 02535 | PC | CHARITABLE | $2,000 | |
| TISBURY WATERWAYS INC | |||||||
| PO BOX 4375 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $1,000 | |
| TRI-TOWN COUNCIL | |||||||
| 7 GROVE ST SUITE 202 | TOPSFIELD | MA | 01983 | PC | CHARITABLE | $75,000 | |
| TRUSTEES OF RESERVATIONS | |||||||
| PO BOX 4602 860 STATE ROAD | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $1,000 | |
| UB FAMILY MEDICINE | |||||||
| 77 GOODELL STREET | BUFFALO | NY | 142031243 | PC | CHARITABLE | $85,000 | |
| UB FOUNDATION SERVICES INC | |||||||
| BOX 900 | BUFFALO | NY | 142260900 | PC | CHARITABLE | $500 | |
| UKRANIAN AMERICAN FREEDOM FOUNDATION INC | |||||||
| UAFF-DNIPRO 562 GENESEE STREET | BUFFALO | NY | 14204 | PC | CHARITABLE | $5,000 | |
| UNITED CHURCH HOME INC | |||||||
| 5522 BROADWAY | LANCASTER | NY | 14086 | PC | CHARITABLE | $5,000 | |
| UNITED WAY SERVICES CORP | |||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | PC | CHARITABLE | $50,000 | |
| UTEC INC | |||||||
| 15 WARREN ST NO3 | LOWELL | MA | 01852 | PC | CHARITABLE | $50,000 | |
| VILLA MARIA COLLEGE | |||||||
| 240 PINE RIDGE RD | BUFFALO | NY | 14225 | PC | CHARITABLE | $14,000 | |
| VINEYARD CONSERVATION SOCIETY INC | |||||||
| BOX 2189 | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $1,000 | |
| VOICE-BUFFALO | |||||||
| 2495 MAIN STREET SUITE 547 | BUFFALO | NY | 14214 | PC | CHARITABLE | $20,000 | |
| WCAI - THE CAPE AND ISLANDS NPR STATION | |||||||
| WGBH MEMBERSHIP PO BOX 55875 | BOSTON | MA | 02205 | PC | CHARITABLE | $1,000 | |
| WESTERN NEW YORK HERITAGE PRESS INC | |||||||
| 495 PINE RIDGE HERITAGE BOULEVARD | CHEEKTOWAGA | NY | 14225 | PC | CHARITABLE | $10,000 | |
| YOU'RE WITH US INC | |||||||
| PO BOX 938 | METHUEN | MA | 01844 | PC | CHARITABLE | $38,000 | |
| YOUNG AUDIENCES OF WESTERN NEW YORK | |||||||
| 1 LAFAYETTE SQUARE | BUFFALO | NY | 14203 | PC | CHARITABLE | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,314,990 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMHERST CENTRAL SCHOOL DISTRICT | |||||||
| 55 KINGS HIGHWAY | AMHERST | NY | 14226 | SCHOOL DISTRICT | CHARITABLE | $23,000 | |
| BEHAVIORAL HEALTH INNOVATORS INC | |||||||
| PO BOX 583 90 MORTON ROAD | S CHATHAM | MA | 02659 | PC | CHARITABLE | $35,000 | |
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER INC | |||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | PC | CHARITABLE | $27,500 | |
| BUFFALO CENTER FOR ARTS AND TECHNOLOGY | |||||||
| 1221 MAIN STREET | BUFFALO | NY | 14202 | PC | CHARITABLE | $41,000 | |
| BUFFALO COLLEGIATE CHARTER SCHOOL | |||||||
| 45 JEWETT AVE | BUFFALO | NY | 14214 | CHARTER SCHOOL | CHARITABLE | $16,250 | |
| BUFFALO HEARING & SPEECH CENTER INC | |||||||
| 50 E NORTH STREET | BUFFALO | NY | 14203 | PC | CHARITABLE | $45,821 | |
| CAPE ABILITIES INC | |||||||
| 895 MARY DUNN ROAD | HYANNIS | MA | 02601 | PC | CHARITABLE | $80,000 | |
| CAPE COD COLLABORATIVE | |||||||
| 418 BUMPS RIVER ROAD | OSTERVILLE | MA | 02655 | PC | CHARITABLE | $108,000 | |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| 32 MAIN STREET PO BOX 370 | HYANNIS | MA | 02601 | PC | CHARITABLE | $35,750 | |
| CATCHAFIRE FOUNDATION | |||||||
| 31 EAST 32ND STREET | NEW YORK | NY | 10016 | PC | CHARITABLE | $125,000 | |
| CCNY | |||||||
| 217 E DELAVAN AVENUE | BUFFALO | NY | 14208 | PC | CHARITABLE | $188,500 | |
| CENTER FOR SELF ADVOCACY | |||||||
| 2531 DELAWARE AVENUE | BUFFALO | NY | 14210 | PC | CHARITABLE | $21,469 | |
| CENTERBOARD INC | |||||||
| 16 CITY HALL SQUARE | LYNN | MA | 01901 | PC | CHARITABLE | $40,000 | |
| CITY OF NEWBURYPORT | |||||||
| CITY HALL 60 PLEASANT STREET | NEWBURYPORT | MA | 01950 | CITY GOVERNMENT | CHARITABLE | $118,977 | |
| COMMUNITY CATALYST | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PC | CHARITABLE | $24,000 | |
| ERIE COUNTY RESTORATIVE JUSTICE COALITION INC | |||||||
| 567 HERTEL AVE | BUFFALO | NY | 14207 | PC | CHARITABLE | $20,097 | |
| ESSEX COUNTY COMMUNITY FOUNDATION | |||||||
| 175 ANDOVER STREET | DANVERS | MA | 01923 | PC | CHARITABLE | $60,000 | |
| EXPRESS YOURSELF INC | |||||||
| 100 CUMMINGS CENTER SUITE 165E | BEVERLY | MA | 01915 | PC | CHARITABLE | $35,000 | |
| FOR KIDS ONLY AFTERSCHOOL | |||||||
| 194 ESSEX STREET | SALEM | MA | 01970 | PC | CHARITABLE | $40,000 | |
| GIGI'S PLAYHOUSE INC | |||||||
| 2350 W HIGGINS ROAD | HOFFMAN ESTATES | IL | 60169 | PC | CHARITABLE | $59,800 | |
| GREATER LAWRENCE COMMUNITY ACTION COUNCIL | |||||||
| 305 ESSEX STREET | LAWRENCE | MA | 01840 | PC | CHARITABLE | $40,000 | |
| HEALING ABUSE WORKING FOR CHANGE | |||||||
| 27 CONGRESS STREET | SALEM | MA | 01970 | PC | CHARITABLE | $30,130 | |
| HEALTH LAW ADVOCATES | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PC | CHARITABLE | $475,000 | |
| HOMESPACE CORP | |||||||
| 1030 ELLICOTT STREET | BUFFALO | NY | 14209 | PC | CHARITABLE | $30,000 | |
| JUSTICE RESOURCE INSTITUTE INC | |||||||
| 160 GOULD STREET SUITE 300 | NEEDHAM | MA | 024942300 | PC | CHARITABLE | $46,154 | |
| LAWRENCE GENERAL HOSPITAL | |||||||
| ONE CANAL STREET | LAWRENCE | MA | 018412961 | PC | CHARITABLE | $33,333 | |
| LEAP FOR EDUCATION INC | |||||||
| 35 CONGRESS STREET SUITE 102 | SALEM | MA | 01970 | PC | CHARITABLE | $11,006 | |
| LYNN SHELTER ASSOCIATION | |||||||
| 91 LIBERTY STREET | LYNN | MA | 01901 | PC | CHARITABLE | $25,000 | |
| MARTHA'S VINEYARD COMMUNITY SERVICES INC | |||||||
| 111 EDGARTOWN ROAD | VINEYARD HAVEN | MA | 02568 | PC | CHARITABLE | $103,794 | |
| MENTAL HEALTH ADVOCATES OF WNY | |||||||
| 999 DELAWARE AVENUE | BUFFALO | NY | 14209 | PC | CHARITABLE | $35,000 | |
| NATIVE AMERICAN COMMUNITY SERVICES INC | |||||||
| 1005 GRANT STREET | BUFFALO | NY | 14207 | PC | CHARITABLE | $35,000 | |
| NEW YORK ALLIANCE FOR INCLUSION AND INNOVATION | |||||||
| 240 WASHINGTON AVE EXT | ALBANY | NY | 12203 | PC | CHARITABLE | $60,000 | |
| NIAGARA UNIVERSITY | |||||||
| 5795 LEWISTON ROAD PRESIDENTS | NIAGARA UNIVERSITY | NY | 141092015 | UNIVERSITY | CHARITABLE | $60,000 | OFFICE PO BOX 2015 |
| NORTHSHORE EDUCATION CONSORTIUM | |||||||
| 112 SOHIER ROAD | BEVERLY | MA | 01915 | PC | CHARITABLE | $46,000 | |
| NOTICEABILITY | |||||||
| NOTICEABILITY PO BOX 380617 | CAMBRIDGE | MA | 02238 | PC | CHARITABLE | $37,047 | |
| PARENT NETWORK OF WESTERN NEW YORK INC | |||||||
| 1021 BROADWAY STREET | BUFFALO | NY | 142121460 | PC | CHARITABLE | $63,292 | |
| ROCK AUTISM INC | |||||||
| 3835 HARLEM ROAD | BUFFALO | NY | 14215 | PC | CHARITABLE | $20,000 | |
| THE CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION | |||||||
| 1028 MAIN STREET | BUFFALO | NY | 14202 | PC | CHARITABLE | $57,463 | |
| THE RURAL OUTREACH CENTER INC | |||||||
| 730 OLEAN ROAD | EAST AURORA | NY | 14052 | PC | CHARITABLE | $75,808 | |
| TRI-TOWN COUNCIL | |||||||
| 7 GROVE ST SUITE 202 | TOPSFIELD | MA | 01983 | PC | CHARITABLE | $70,000 | |
| UTEC INC | |||||||
| 15 WARREN ST NO3 | LOWELL | MA | 01852 | PC | CHARITABLE | $50,000 | |
| VINEYARD MONTESSORI SCHOOL | |||||||
| 268 MAIN STREET | VINEYARD HAVEN | MA | 02568 | SCHOOL | CHARITABLE | $5,000 | |
| VOICE-BUFFALO | |||||||
| 2495 MAIN STREET SUITE 547 | BUFFALO | NY | 14214 | PC | CHARITABLE | $14,168 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,568,359 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,398 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $362 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,666,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,742 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $876,508 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF PRIOR YEAR CONTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $30,383 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,104 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,545,678 | ExclusionAmt |
| Related Or Exempt Function Incm | $30,383 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,583,165 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | REFUND OF PRIOR YEAR CONTRIBUTIONS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $38,061 | Amt |
| Net Investment Income | $19,031 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,030 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (69 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 | $317 | SL | 39.000000000000 | $29 | $0 |
| SOUNDPROOFING | 2009-06-10 | $10,954 | $2,974 | 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 | $918 | 150DB | 15.000000000000 | $130 | $0 |
| FURNITURE | 2014-12-16 | $25,712 | $10,751 | 200DB | 7.000000000000 | $1,123 | $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 | $1,346 | 200DB | 5.000000000000 | $82 | $0 |
| BENQ HD PROJECTOR | 2015-02-11 | $786 | $370 | 200DB | 5.000000000000 | $23 | $0 |
| IPAD AIR | 2015-01-15 | $714 | $336 | 200DB | 5.000000000000 | $21 | $0 |
| PANASONIC CAMCORDER | 2015-02-24 | $649 | $305 | 200DB | 5.000000000000 | $19 | $0 |
| FURNITURE | 2015-07-02 | $8,068 | $3,134 | 200DB | 7.000000000000 | $360 | $0 |
| IPAD AIR | 2015-08-18 | $518 | $244 | 200DB | 5.000000000000 | $15 | $0 |
| TELEPHONE SYSTEM | 2015-08-19 | $1,541 | $599 | 200DB | 7.000000000000 | $68 | $0 |
| ARTWORK | 2016-09-19 | $2,300 | $791 | 200DB | 7.000000000000 | $103 | $0 |
| STANDING DESK | 2016-11-11 | $750 | $310 | 200DB | 5.000000000000 | $43 | $0 |
| SLING STUDIO HUB | 2017-09-11 | $999 | $356 | 200DB | 5.000000000000 | $57 | $0 |
| STANDING DESK | 2017-08-21 | $710 | $253 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS (DETAIL PROVIDED UPON REQUEST) | $3,482,569 | $3,739,078 |
| CORPORATE BONDS (DETAIL PROVIDED UPON REQUEST) | $1,922,685 | $2,092,009 |
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 | $3,144,310 |
| 17 SH BERKSHIRE HATHAWAY INC CL A | $3,867,797 | $5,912,855 |
| CORPORATE STOCK (DETAIL PROVIDED UPON REQUEST) | $6,710,734 | $7,924,400 |
| CORPORATE STOCK (DETAIL PROVIDED UPON REQUEST) | $14,092,690 | $18,801,668 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,687,566 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,024,795 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLOSED END & EXCHANGE TRADED FUNDS (DETAIL PROVIDED UPON REQUEST) | AT COST | $41,674,400 | $70,385,044 |
| MUTUAL FUNDS (DETAIL PROVIDED UPON REQUEST) | AT COST | $2,948,442 | $3,053,604 |
| ASSET BACKED SECURITIES (DETAIL PROVIDED UPON REQUEST) | AT COST | $1,234,609 | $1,278,690 |
| 3 SH SATELLITE PLACE REIT | AT COST | $244,250 | $244,250 |
| ASSET BACKED SECURITIES (DETAIL PROVIDED UPON REQUEST) | AT COST | $2,810,378 | $2,855,974 |
| MUTUAL FUNDS (DETAIL PROVIDED UPON REQUEST) | AT COST | $9,670,414 | $10,047,065 |
| ASSET BACKED SECURITIES (DETAIL PROVIDED UPON REQUEST) | AT COST | $1,105,188 | $1,118,348 |
| MUTUAL FUNDS (DETAIL PROVIDED UPON REQUEST) | AT COST | $762,876 | $731,745 |
| CLOSED END & EXCHANGE TRADED FUNDS (DETAIL PROVIDED UPON REQUEST) | AT COST | $4,870,613 | $7,873,801 |
| 402053.923 SH BLACKSTONE REIT CL S | AT COST | $4,351,706 | $4,658,920 |
| ALKEON GROWTH PARTNERS II | AT COST | $3,827,010 | $4,432,502 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (69 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 | $346 | $804 |
| SOUNDPROOFING | $10,954 | $3,255 | $7,699 |
| 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 | $3,248 | $1,152 |
| FURNITURE | $25,712 | $24,730 | $982 |
| 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 | $7,528 | $540 |
| IPAD AIR | $518 | $518 | $0 |
| TELEPHONE SYSTEM | $1,541 | $1,438 | $103 |
| ARTWORK | $2,300 | $2,044 | $256 |
| STANDING DESK | $750 | $728 | $22 |
| SLING STUDIO HUB | $999 | $913 | $86 |
| STANDING DESK | $710 | $649 | $61 |
| 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES - GENERAL COUNSEL | $27,537 | $9,179 | $18,358 |
| LEGAL FEES - SPECIAL COUNSEL | $620,579 | $0 | $620,579 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST PAID | $5,876 | $7,689 | $7,689 |
| INTEREST, DIVIDENDS & SALES PROCEEDS RECEIVABLE | $131,202 | $189,504 | $189,504 |
| 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 |
| TRUSTEES MEETINGS | $1,063 | $0 | $1,063 |
| INSURANCE | $5,131 | $0 | $5,131 |
| ASSOCIATION DUES | $16,427 | $0 | $16,427 |
| TELEPHONE/INTERNET | $13,391 | $0 | $13,391 |
| POSTAGE | $540 | $0 | $540 |
| PAYROLL SERVICES | $1,860 | $0 | $1,860 |
| OFFICE EXPENSE | $7,982 | $0 | $7,982 |
| PUBLICITY | $251 | $0 | $251 |
| GRANTS MANAGEMENT DATABASE | $20,898 | $0 | $20,898 |
| ORDINARY LOSS PASSED THROUGH ALKEON GROWTH PARTNERS II | $49,887 | $49,887 | $0 |
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 | $30,383 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $30,383 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FSA LIABILITY | $4,215 | $3,743 |
| OTHER PAYABLES | $10,468 | $1,848 |
| PPP LOAN PAYABLE | $0 | $154,800 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 3RD PARTY INVESTMENT MANAGER FEES | $132,801 | $132,801 | $0 |
| INVESTMENT MANAGMENT FEES | $127,287 | $127,287 | $0 |
| INVESTMENT ADVISORY, CUSTODIAN & REPORTING FEES | $255,931 | $255,931 | $0 |
| INVESTMENT EXPENSE | $16,014 | $16,014 | $0 |
| CONSULTING FEES - ECLC | $344,475 | $0 | $344,475 |
| CONSULTING FEES - GETSET - MA | $1,124 | $0 | $1,124 |
| CONSULTING FEES - CAPACITY BUILDING INITIATIVES | $112,963 | $0 | $112,963 |
| CONSULTING FEES - OTHER | $196,919 | $0 | $196,919 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $51,259 | $0 | $51,259 |
| FOREIGN TAXES | $28,102 | $28,102 | $0 |
| FEDERAL EXCISE TAX | $52,344 | $0 | $0 |
| FOREIGN TAXES PASSED THROUGH ALKEON GROWTH PARTNERS II | $393 | $393 | $0 |