HEALTH FOUNDATION FOR WESTERN & CENTRAL NEW YORK INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH FOUNDATION FOR WESTERN & CENTRAL NEW YORK INC (EIN 22-3804398)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349107389
- 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 Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T15:45:45-06:00 | 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 | 223804398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH FOUNDATION FOR WESTERN & CENTRAL | BusinessNameLine1Txt |
| Business Name Line2 | NEW YORK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 7168523030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 726 EXCHANGE ST NO 518 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORA OBRIEN-SURIC | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7168523030 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NORA | PersonFirstNm |
| Person Last | OBRIEN-SURIC | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH M HOPKINS | PreparerPersonNm |
| PTIN | P02010701 | PTIN |
| Phone | 7168563300 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $136,933,602 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $892,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $892,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,295,057 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,095,374 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,295,057 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,815 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,892,878 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,209,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,080,472 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $387,167 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $387,167 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $786,702 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $786,702 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $222,765 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $222,765 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,190 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,190 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,535,052 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,106,758 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $428,294 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $123,921 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72,879 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $40,466 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $117,616 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $117,616 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,740 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,740 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,095 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,095 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $196,319 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $199,193 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $196,319 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,476,333 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,385,405 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,200,113 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,745,797 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,004,663 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,222,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,385,405 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,204,776 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,012,721 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,695,067 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $252,975 | CashBOYAmt |
| Cash EOY | $242,239 | CashEOYAmt |
| Cash EOYFMV | $242,239 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,041,586 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $524,037 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $524,037 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $41,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $41,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $22,853,075 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,691,343 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,691,343 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $105,182,009 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,090,026 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,090,026 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $522,477 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $421,936 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $132,437 | LandBOYAmt |
| Land EOY | $100,541 | LandEOYAmt |
| Land EOYFMV | $100,541 | LandEOYFMVAmt |
| Other Assets BOY | $323,972 | OtherAssetsBOYAmt |
| Other Assets EOY | $244,416 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $244,416 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $129,786,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,933,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $136,933,602 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $29,516 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,741,134 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable EOY | $200,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $209,231 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $176,887 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $238,747 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,118,021 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $127,514,793 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $131,702,631 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,032,514 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,112,950 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $129,547,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $133,815,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $129,786,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $136,933,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $129,547,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,012,721 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,280,995 | OtherIncreasesAmt |
| Subtotal | $133,815,581 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $133,815,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED INVESTMENTS | P | $11,527,814 | $10,191,031 | $1,336,783 | $1,336,783 |
| NONPUBLICLY TRADED INVESTMENTS | P | $18,567,560 | $16,609,286 | $1,958,274 | $1,958,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,295,057 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $106,961 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $106,961 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $106,961 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $46,700 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $130,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $547 | EsPenaltyAmt |
| Overpayment | $23,192 | OverpaymentAmt |
| Applied To ES Tax | $23,192 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HFWCNY.ORG | WebsiteAddressTxt |
| Individual With Books | NORA OBRIEN-SURIC | IndividualWithBooksNm |
| Phone | 7168523030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 726 EXCHANGE ST SUITE 518 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142101485 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|
| CHERYL SMITH FISHER | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | CHAIR | 4.00 | $0 | $0 | $0 |
| VINCENT J MANCUSO | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TREASURER | 4.00 | $0 | $0 | $0 |
| ANN SEDORE | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | VICE CHAIR | 4.00 | $0 | $0 | $0 |
| MARYBETH K MCCALL MD | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | SECRETARY | 4.00 | $0 | $0 | $0 |
| LISA D ALFORD | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| RICHARD BATTAGLIA MD FACP | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| CHIMA CHIONUMA MD FAAP CHCQM | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| JOSEPH J COZZO MA MS LMHC | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| RAY R D'AGOSTINO | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| ANDREW W DORN JR | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| DENISE DUNFORD DNS FNP RN | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| LEANNE F FISCOE | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| CARRIE B FRANK | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| JOANNE E HAEFNER | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| DAVID A MILLING MD | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| CYNTHIA RICH | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| MICHAEL D SHAFFER CPA | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| CAROL WHITWOOD | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| GARY E WILLIAMS JR | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| NORA OBRIEN-SURIC | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | PRESIDENT | 40.00 | $252,720 | $11,507 | $0 |
| CAROL QUARANTILLO | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | VICE PRESIDENT OF FINANCE | 40.00 | $109,560 | $13,360 | $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 |
|---|---|---|---|---|---|---|---|---|
| DIANE OYLER | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | VICE PRESIDENT OF PR | 40.00 | $134,857 | $23,257 | $0 |
| KENNETH GENEWICK | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | PROGRAM OFFICER | 40.00 | $94,343 | $20,705 | $0 |
| MARNIE ANNESE | ||||||||
| 431 E FAYETTE STREET SUITE 250 | SYRACUSE | NY | 13202 | PROGRAM OFFICER | 40.00 | $97,337 | $6,778 | $0 |
| CORALIE RAE BROWN | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | PROGRAM MANAGER | 40.00 | $75,164 | $19,470 | $0 |
| KERRY JONES WARING | ||||||||
| 726 EXCHANGE STREET SUITE 518 | BUFFALO | NY | 14210 | PROGRAM OFFICER | 40.00 | $89,420 | $4,831 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAGELLEN GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 LAFAYETTE SQUARE SUITE 834 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING SERVICES | ServiceTypeTxt |
| Compensation | $53,450 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CO-CREATING WELL BEINGS - SUPPORTING CHILDREN AND FAMILIES THROUGH TRAUMA. | Description1Txt |
| Expenses1 | $757,366 | Expenses1Amt |
| Description2 | UNIVERSAL HEALTH CARE ADVOCACY - IMPROVING ACCESS TO HEALTHCARE FOR ALL NEW YORKERS | Description2Txt |
| Expenses2 | $278,455 | Expenses2Amt |
| Description3 | SAY YES HEALTH HOME CARE COORDINATORS - INCREASE CAPACITY TO MEET THE NEEDS OF ITS YOUNGEST STUDENTS BY PLACING 2 ADDITIONAL CARE COORDINATORS IN BUFFALO PUBLIC SCHOOLS TO FOCUS ON SERVING YOUTH AGES 3-5. | Description3Txt |
| Expenses3 | $135,000 | Expenses3Amt |
| Description4 | PARTNERSHIPS FOR HEALTHY COMMUNITIES PHASE 2 - DEVELOPMENT AND IMPLEMENTATION OF A STATEWIDE LEARNING COLLABORATIVE THAT WILL GUIDE A COHORT OF TEAMS THROUGH THE PROCESS OF OPERATIONALIZING HEALTH AND AGE ACROSS ALL POLICIES TO ALIGN WITH STATE-LEVEL GUIDANCE. | Description4Txt |
| Expenses4 | $22,686 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $119,843,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,569,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,413,164 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $121,413,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,821,197 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $119,591,967 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,979,598 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,979,598 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $106,961 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $106,961 | TotalTaxAmt |
| Distributable Before Adj | $5,872,637 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $66,764 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,939,401 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,939,401 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,204,776 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $8,570 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $6,213,346 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,213,346 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,939,401 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,896,282 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,213,346 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,896,282 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $317,064 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,622,337 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANE OYLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 726 EXCHANGE STREET SUITE 518 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168523030 | RecipientPhoneNum |
| Form And Info And Materials | NO SET FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES VARY BASED ON THE PROJECT. SEE FOUNDATION WEBSITE AT WWW.HFWCNY.ORG FOR ADDITIO | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION PROVIDES GRANTS FOR THE PURPOSE OF IMPROVING THE HEALTH AND HEALTH CARE ACROSS WESTERN AND CENTRAL NEW YORK WITH A SPECIAL FOCUS ON YOUNG CHILDREN, OLDER ADULTS, AND THE SYSTEMS SERVING THEM. (SEE THE FOUNDATION'S WEBSITE AT WWW.HFWCNY.ORG FOR ADDITIONAL INFORMATION) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADELPHI UNIVERSITY | |||||||
| 1 SOUTH AVENUE | GARDEN CITY | NY | 11530 | 501C3 | SOCIAL WORK PRACTICE FELLOWS | $53,970 | |
| ADELPHI UNIVERSITY | |||||||
| 1 SOUTH AVENUE | GARDEN CITY | NY | 11530 | 501C3 | SOCIAL WORK PRACTIVE FELLOWS EXPANSION IN CNY | $14,700 | |
| ARDENT SOLUTIONS | |||||||
| 85 NORTH MAIN STREET SUITE 4 | WELLSVILLE | NY | 14895 | 501C3 | BUILDING OUR ADVOCACY: HEALTH FOR ALL 2027 | $1,000 | |
| ARDENT SOLUTIONS | |||||||
| 85 NORTH MAIN STREET SUITE 4 | WELLSVILLE | NY | 14895 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $80,232 | |
| BELMONT HOUSING RESOURCES FOR WNY INC | |||||||
| 1195 MAIN STREET | BUFFALO | NY | 14209 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $150,500 | |
| BISON CHILDREN'S SCHOLARSHIP FUND INC | |||||||
| PO BOX 116 | BUFFALO | NY | 14205 | 501C3 | BISON SCHOLARSHIP FUND | $72,822 | |
| BOSTON FOUNDATION INC | |||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | 501C3 | "COMMUNITIES CARE" WNY RESPITE PILOT | $50,000 | |
| BUFFALO PRENATAL-PERINATAL NETWORK | |||||||
| 625 DELAWARE AVENUE SUITE 410 | BUFFALO | NY | 14221 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $130,500 | |
| BURCHFIELD PENNEY ART CENTER | |||||||
| 1300 ELMWOOD AVENUE | BUFFALO | NY | 14222 | 501C3 | ART MOVES ME | $1,000 | |
| CATTARAUGUS COMMUNITY ACTION | |||||||
| 25 JEFFERSON STREET | SALAMANCA | NY | 14779 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $150,500 | |
| CATTARAUGUS COUNTY PROJECT HEAD START INC | |||||||
| 101 S 19TH STREET | OLEAN | NY | 14760 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $150,500 | |
| CAYUGA COMMUNITY HEALTH NETWORK INC | |||||||
| 2119 W GENESEE STREET ROAD | AUBURN | NY | 13021 | 501C3 | CCHN DOULA PROGRAM | $61,400 | |
| CENTER FOR ELDER LAW AND JUSTICE | |||||||
| 438 MAIN STREET SUITE 1200 | BUFFALO | NY | 14202 | 501C3 | CENTER FOR ELDER LAW AND JUSTICE EMERGENCY FUND | $125,500 | |
| CENTER FOR GOVERNMENTAL RESEARCH (CGR) | |||||||
| ONE SOUTH WASHINGTON STREET SUITE | ROCHESTER | NY | 14614 | 501C3 | BISON SCHOLARSHIP FUND | $12,185 | 400 |
| CENTRAL NEW YORK COMMUNITY FOUNDATION INC | |||||||
| 431 E FAYETTE ST SUITE 100 | SYRACUSE | NY | 13202 | 501C3 | COVID 19 RESPONSE FUND | $110,000 | |
| CHAUTAUQUA COUNTY HEALTH NETWORK INC | |||||||
| 200 HARRISON ST SUITE 2 | JAMESTOWN | NY | 14701 | 501C3 | CHAUTAUQUA COUNTY HEALTH NETWORK | $6,600 | |
| CHAUTAUQUA COUNTY OFFICE FOR THE AGING | |||||||
| 7 NORTH ERIE STREET | MAYVILLE | NY | 14757 | 501C3 | CHAUTAUQUA COUNTY OFA | $1,700 | |
| CHAUTAUQUA REGION COMMUNITY FOUNDATION | |||||||
| 418 SPRING STREET | JAMESTOWN | NY | 14701 | 501C3 | CHAUTAUQUA REGIONAL COMMUNITY FOUNDATION BABY CAFE COMMUNICATIONS | $10,000 | |
| CHILD CARE SOLUTIONS | |||||||
| 181 PARKSIDE AVENUE | SYRACUSE | NY | 13207 | 501C3 | PROMOTING EARLY CHILDHOOD DEVELOPMENT THROUGH PLAYGROUPS | $8,250 | |
| CHILD DEVELOPMENT COUNCIL OF CENTRAL NY | |||||||
| 609 WEST CLINTON STREET | ITHACA | NY | 14850 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $162,900 | |
| CITIZEN BUDGET COMMISSION | |||||||
| 240 WEST 35TH STREET SUITE 302 | NEW YORK | NY | 10001 | 501C3 | UNIVERSAL HEALTH CARE ADVOCACY 2020 | $40,000 | |
| CITY MISSION SOCIETY INC | |||||||
| 100 E TUPPER | BUFFALO | NY | 14203 | 501C3 | BUFFALO CITY MISSION: NEXT CENTURY CAMPAIGN | $250,500 | |
| COMMUNITY ACTION OF ORLEANS & GENESEE | |||||||
| 409 EAST STATE STREET | ALBION | NY | 14411 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $150,500 | |
| COMMUNITY ACTION PROGRAM FOR MADISON COUNTY INC | |||||||
| 3 EAST MAIN STREET | MORRISVILLE | NY | 13408 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $80,500 | |
| COMMUNITY CONNECTIONS OF NY INC | |||||||
| 567 EXCHANGE STREET SUITE 201 | BUFFALO | NY | 14210 | 501C3 | INNOVATIONS IN CHILDREN'S HEALTH RFP PROGRAM | $9,000 | |
| COMMUNITY CONNECTIONS OF NY INC | |||||||
| 567 EXCHANGE STREET SUITE 201 | BUFFALO | NY | 14210 | 501C3 | HELP ME GROW WNY BRIDGE FUNDING | $100,000 | |
| COMMUNITY CONNECTIONS OF NY INC | |||||||
| 567 EXCHANGE STREET SUITE 201 | BUFFALO | NY | 14210 | 501C3 | AGING MASTERY PROGRAM | $10,000 | |
| COMMUNITY CONNECTIONS OF NY INC | |||||||
| 567 EXCHANGE STREET SUITE 201 | BUFFALO | NY | 14210 | 501C3 | PEDALS CNY HUB DEVELOPMENT AND EXPANSION | $116,232 | |
| COMMUNITY CONNECTIONS OF NY INC | |||||||
| 567 EXCHANGE STREET SUITE 201 | BUFFALO | NY | 14210 | 501C3 | NURTURING PARENT PROGRAM | $31,991 | |
| COMMUNITY CONNECTIONS OF NY INC | |||||||
| 567 EXCHANGE STREET SUITE 201 | BUFFALO | NY | 14210 | 501C3 | DEI ADVANCEMENT FUND | $18,000 | |
| COMMUNITY CONNECTIONS OF NY INC | |||||||
| 567 EXCHANGE STREET SUITE 201 | BUFFALO | NY | 14210 | 501C3 | STRATEGIC PLANNING IMPLEMENTATION - PROGRAM | $50,116 | |
| COMMUNITY FOUNDATION OF TOMPKINS COUNTY | |||||||
| 309 NORTH AURORA STREET | ITHACA | NY | 14850 | 501C3 | COMMUNITY FOUNDATION OF TOMPKINS COUNTY COVID-19 FUND | $10,000 | |
| COMMUNITY SERVICES FOR EVERY1 INC | |||||||
| 180 OAK STREET | BUFFALO | NY | 14203 | 501C3 | COVID STIPEND | $500 | |
| COMMUNITY SERVICES FOR EVERY1 INC | |||||||
| 180 OAK STREET | BUFFALO | NY | 14203 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $74,665 | |
| CORNELL COOPERATIVE EXTENSION | |||||||
| 5657 STATE ROUTE 5 | HERKIMER | NY | 13350 | 501C3 | INNOVATIONS IN CNY | $12,500 | |
| D'YOUVILLE COLLEGE | |||||||
| 320 PORTER AVENUE | BUFFALO | NY | 14201 | 501C3 | GNA COGNITIVE SCREENING TOOL | $10,000 | |
| EASTERN NIAGARA HOSPITAL INC | |||||||
| 521 EAST AVENUE | LOCKPORT | NY | 14094 | 501C3 | NATIONAL COLLABORATORY TO ADDRESS ELDER MISTREATMENT | $8,100 | |
| EDUCATION DEVELOPMENT CENTER INC | |||||||
| 43 FOUNDRY AVENUE | WALTHAM | MA | 02453 | 501C3 | NATIONAL COLLABORATORY TO ADDRESS ELDER MISTREATMENT | $9,150 | |
| ERIE COUNTY DEPARTMENT OF SENIOR SERVICES | |||||||
| 95 FRANKLIN STREET 13TH FLOOR | BUFFALO | NY | 14202 | GOVT | PARTNERSHIPS 4 HEALTHY COMMUNITIES - PHASE 2 | $10,946 | |
| ERIE COUNTY DEPARTMENT OF SENIOR SERVICES | |||||||
| 95 FRANKLIN STREET 13TH FLOOR | BUFFALO | NY | 14202 | GOVT | AGING BY DESIGN | $1,000 | |
| ERIE NIAGARA AREA HEALTH EDUCATION CENTER | |||||||
| 355 LINWOOD AVENUE | BUFFALO | NY | 14209 | 501C3 | ERIE COUNTY DOULA PILOT PROGRAM COORDINATION | $45,500 | |
| FEED BUFFALO | |||||||
| 456 MASSACHUSETTS AVE | BUFFALO | NY | 14213 | 501C3 | FEED BUFFALO - AMERICORPS LISC | $10,000 | |
| GENESEE COUNCIL ON ALCOHOLISM AND SUBSTANCE ABUSE INC | |||||||
| 430 E MAIN STREET | BATAVIA | NY | 14020 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $150,500 | |
| GENESEO PARISH OUTREACH CENTER INC | |||||||
| 4520 GENESEE STREET | GENESEO | NY | 14454 | 501C3 | PARISH OUTREACH CENTER | $1,500 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS (GEO) | |||||||
| 1725 DESALES STREET NW STE404 | WASHINGTON | DC | 20036 | 501C3 | GRANT MAKERS FORUM | $1,390 | |
| GRANTMAKERS IN AGING | |||||||
| 2001 JEFFERSON DAVIS HIGHWAY SUITE | ARLINGTON | VA | 22202 | 501C3 | 2019/2020 MEMBERSHIP | $12,400 | 504 |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | 501C3 | GRANTMAKERS IN HEALTH | $8,500 | 1200 |
| GRASSROOTS GARDENS OF WESTERN NEW YORK INC | |||||||
| 389 BROADWAY | BUFFALO | NY | 14204 | 501C3 | GRASSROOTS GARDENS WNY LAND TRUST ACCREDITATION | $10,500 | |
| HAMILTON SENIOR CITIZENS INC | |||||||
| 525 MADISON LANE | HAMILTON | NY | 13346 | 501C3 | HAMILTON SENIOR CITIZENS, INC. MEAL PROGRAM | $4,200 | |
| HARMONIA COLLAB COMMUNITY CONCERN OF WESTERN NEW YORK INC | |||||||
| 6722 ERIE ROAD | DERBY | NY | 14047 | 501C3 | COMMUNITY CONCERN -MEDICAID COMPLIANCE/PROTOCOL DEVELOPMENT | $3,000 | |
| HEALTHCARE ASSOCIATION OF NEW YORK STATE | |||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 501C3 | AGE FRIENDLY HEALTH SYSTEMS 2020 | $49,000 | |
| HEALTHY COMMUNITY ALLIANCE INC | |||||||
| 1 SCHOOL STREET SUITE 100 | GOWANDA | NY | 14070 | 501C3 | CALL TO ACTION: COMMUNITY INFORMATION EXCHANGE | $150,000 | |
| HEALTHY COMMUNITY ALLIANCE INC | |||||||
| 26 JAMESTOWN STREET | GOWANDA | NY | 14070 | 501C3 | HEALTHY COMMUNITY ALLIANCE CBO CONSORTIUM | $10,500 | |
| HEALTHY COMMUNITY ALLIANCE INC | |||||||
| 26 JAMESTOWN STREET | GOWANDA | NY | 14070 | 501C3 | CBO CONSORTIUM CAPACITY BUILDING PROGRAM | $75,000 | |
| HEALTHY COMMUNITY ALLIANCE INC | |||||||
| 26 JAMESTOWN STREET | GOWANDA | NY | 14070 | 501C3 | BUILDING OUR ADVOCACY: HEALTH FOR ALL 2027 | $4,190 | |
| HEARTS AND HANDS | |||||||
| 2710 NORTH FOREST ROAD SUITE 2015 | GETZVILLE | NY | 14068 | 501C3 | CALL TO ACTION: EQUITABLE TRANSPORTATION | $235,500 | |
| HOLY CROSS HEAD START INC | |||||||
| 150 MARYLAND STREET | BUFFALO | NY | 14201 | 501C3 | CAVITY FREE KIDS SUPPLIES REPLENISHMENT FUND | $2,900 | |
| HOME HEADQUARTERS INC | |||||||
| 538 ERIE BLVD WEST | SYRACUSE | NY | 13204 | 501C3 | FELLOWS COHORT 8 | $8,000 | |
| HUMAN SERVICES COALITION OF TOMPKINS CO | |||||||
| 100 W SENECA STREET | ITHACA | NY | 14850 | 501C3 | PLANNING SUPPORT FOR COMMUNITY SERVICE ORGANIZATIONS | $10,000 | |
| INTEGRATED COMMUNITY KIDS ONEIDA INC | |||||||
| 310 MAIN STREET | UTICA | NY | 13501 | 501C3 | HEALTHY CONNECTIONS FROM THE START/ICAN | $20,500 | |
| INTERFAITH WORKS OF CENTRAL NEW YORK | |||||||
| 1010 JAMES STREET | SYRACUSE | NY | 13203 | 501C3 | AGING BY DESIGN | $27,920 | |
| INTERFAITH WORKS OF CENTRAL NEW YORK | |||||||
| 1010 JAMES STREET | SYRACUSE | NY | 13203 | 501C3 | INNOVATIONS IN CNY | $8,133 | |
| INTERFAITH WORKS OF CENTRAL NEW YORK | |||||||
| 1010 JAMES STREET | SYRACUSE | NY | 13203 | 501C3 | ONONDAGA COUNTY AGING SERVICES COALITION | $60,500 | |
| INTERFAITH WORKS OF CENTRAL NEW YORK | |||||||
| 1010 JAMES STREET | SYRACUSE | NY | 13203 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $149,369 | |
| JERICHO ROAD MINISTRIES INC | |||||||
| 184 BARTON STREET | BUFFALO | NY | 14213 | 501C3 | ERIE COUNTY DSS CPS CHW PROJECT | $30,500 | |
| KIDS ONEIDA INC | |||||||
| 310 MAIN STREET | UTICA | NY | 13501 | 501C3 | HEALTHY CONNECTIONS FROM THE START/ICAN | $42,870 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 4043 MAPLE ROAD SUITE 105 | AMHERST | NY | 14226 | 501C3 | LEUKEMIA AND LYMPHOMA SOCIETY - TRANSPORTATION ASSISTANCE | $10,000 | |
| LIFESPAN OF GREATER ROCHESTER INC | |||||||
| 1900 S CLINTON AVE | ROCHESTER | NY | 14618 | 501C3 | LIFESPAN - COMMUNITY CARE CONNECTIONS | $225,000 | |
| LONG TERM CARE COMMUNITY COALITION | |||||||
| 1 PENN PLAZA SUITE 6252 | NEW YORK | NY | 10019 | 501C3 | LONG TERM CARE COMMUNITY COALITION - COVID 19 CARE EDUCATION | $10,000 | |
| LOVE LIVING AT HOME | |||||||
| 757 WARREN ROAD 4836 | ITHACA | NY | 14852 | 501C3 | LOVE LIVING AT HOME | $5,500 | |
| MADISON COUNTY HEALTH DEPARTMENT | |||||||
| PO BOX 605 | WAMPSVILLE | NY | 13163 | 501C3 | INNOVATIONS IN CNY | $6,225 | |
| MANLIUS SENIOR CENTRE | |||||||
| 1 ARKIE ALBANSES AVE | MANLUIS | NY | 13104 | 501C3 | MANLIUS SENIOR ACTIVITY CENTER FOOD PROGRAM | $5,500 | |
| MARCH OF DIMES FOUNDATION | |||||||
| 3445 WINTON PLACE SUITE 121 | ROCHESTER | NY | 14623 | 501C3 | IMPLICIT PROJECT - WNY & CNY EXPANSION | $50,500 | |
| NATIONAL COUNCIL ON AGING INC | |||||||
| 251 15TH STREET SOUTH SUITE 500 | ARLINGTON | VA | 22202 | 501C3 | AGING MASTERY PROGRAM | $32,000 | |
| NEW YORK ACADEMY OF MEDICINE | |||||||
| 1216 FIFTH AVENUE ROOM 562 | NEW YORK | NY | 10029 | 501C3 | PARTNERSHIPS 4 HEALTHY COMMUNITIES - PHASE 2 | $35,000 | |
| NEW YORK STATEWIDE SENIOR ACTION COUNCIL INC | |||||||
| 275 STATE STREET | ALBANY | NY | 12210 | 501C3 | UNIVERSAL HEALTH CARE ADVOCACY 2020 | $134,000 | |
| NORTHERN OSWEGO COUNTY HEALTH SERVICES INC | |||||||
| 61 DELANO STREET | PULASKI | NY | 13142 | 501C3 | UPSTATE COMMUNITY HEALTH COLLABORATIVE IPA-PHASE 2 | $25,000 | |
| NY FUNDERS ALLIANCE | |||||||
| THE CENTRAL NEW YORK PHILANTHROPY | SYRACUSE | NY | 13202 | 501C3 | NYFA PROGRAM OFFICER ONE DAY WORKSHOP | $7,500 | CENTER431 E FAYETTE STREET |
| NY FUNDERS ALLIANCE | |||||||
| THE CENTRAL NEW YORK PHILANTHROPY | SYRACUSE | NY | 13202 | 501C3 | CATCHAFIRE SPONSORSHIP/NY FUNDERS ALLIANCE | $54,000 | CENTER431 E FAYETTE STREET |
| NY FUNDERS ALLIANCE | |||||||
| THE CENTRAL NEW YORK PHILANTHROPY | SYRACUSE | NY | 13202 | 501C3 | MEMBERSHIP | $5,500 | CENTER431 E FAYETTE STREET |
| NY FUNDERS ALLIANCE | |||||||
| THE CENTRAL NEW YORK PHILANTHROPY | SYRACUSE | NY | 13202 | 501C3 | PUBLIC POLICY FELLOW - NY FUNDER'S ALLIANCE | $5,000 | CENTER431 E FAYETTE STREET |
| OLMSTED CENTER FOR SIGHT | |||||||
| 1170 MAIN STREET | BUFFALO | NY | 14209 | 501C3 | OLMSTEAD CENTER FOR SIGHT - COMMUNITY INFORMATION EXCHANGE SUMMIT | $3,500 | |
| ONEIDA COUNTY HABITAT FOR HUMANITY DBA REBUILDING CNY | |||||||
| 421 MONTGOMERY STREET 13TH FLOOR | SYRACUSE | NY | 13202 | 501C3 | ONONDAGA COUNTY EMOTIONAL OUTREACH CAMPAIGN | $25,000 | |
| ONEIDA COUNTY HABITAT FOR HUMANITY DBA REBUILDING CNY | |||||||
| 494 FRENCH ROAD | UTICA | NY | 13502 | 501C3 | AGING BY DESIGN | $25,613 | |
| ONONDAGA COUNTY DEPARTMENT OF AGING AND YOUTH | |||||||
| 217 SOUTH SALINA STREET 2ND FLOOR | SYRACUSE | NY | 13202 | 501C3 | BROOKDALE FOUNDATION CAREGIVER INITIATIVE | $8,500 | |
| PEACE INC (PEOPLE'S EQUAL ACTION & COMMUNITY EFFORT) | |||||||
| 217 SOUTH SALINA STREET 2ND FLOOR | SYRACUSE | NY | 13202 | 501C3 | BROOKDALE FOUNDATION CAREGIVER INITIATIVE | $5,500 | |
| P2 COLLABORATIVE OF WESTERN NEW YORK INC | |||||||
| 355 HARLEM ROAD BLDG C 2ND FLOOR | WEST SENECA | NY | 14224 | 501C3 | FAN 2019-2021 | $240,000 | |
| P2 COLLABORATIVE OF WESTERN NEW YORK INC | |||||||
| 355 HARLEM ROAD BLDG C 2ND FLOOR | WEST SENECA | NY | 14224 | 501C3 | COLLABORATION SUPPORT FOR LIVE WELL WNY | $10,000 | |
| P2 COLLABORATIVE OF WESTERN NEW YORK INC | |||||||
| 355 HARLEM ROAD BLDG C 2ND FLOOR | WEST SENECA | NY | 14224 | 501C3 | DEI ADVANCEMENT FUND | $18,000 | |
| P2 COLLABORATIVE OF WESTERN NEW YORK INC | |||||||
| 355 HARLEM ROAD BLDG C 2ND FLOOR | WEST SENECA | NY | 14224 | 501C3 | LISC AMERICORP | $10,000 | |
| P2 COLLABORATIVE OF WESTERN NEW YORK INC | |||||||
| 355 HARLEM ROAD BLDG C 2ND FLOOR | WEST SENECA | NY | 14224 | 501C3 | BUFFALO CENTER FOR HEALTH EQUIRT | $10,500 | |
| PARKWAY SENIOR CENTER | |||||||
| 220 MEMORIAL PARKWAY | UTICA | NY | 13501 | 501C3 | AGING BY DESIGN | $15,500 | |
| PARKWAY SENIOR CENTER | |||||||
| 220 MEMORIAL PARKWAY | UTICA | NY | 13501 | 501C3 | PARTNERSHIPS 4 HEALTHY COMMUNITIES - PHASE 2 | $50,000 | |
| PARKWAY SENIOR CENTER | |||||||
| 220 MEMORIAL PARKWAY | UTICA | NY | 13501 | 501C3 | PARKWAY CENTER - PARKINSON'S SUPPORT SERVICES | $2,500 | |
| PEAK GRANTMAKING | |||||||
| 1666 K STREET | WASHINGTON | DC | 20005 | 501C3 | MEMBERSHIP | $2,000 | |
| PHYSICIANS FOR A NATIONAL HEALTH PROGRAM NY METRO CHAPTER I | |||||||
| 131 W 33RD STREET 4TH FLOOR | NEW YORK | NY | 10001 | 501C3 | BUILDING OUR ADVOCACY: HEALTH FOR ALL 2027 | $1,945 | |
| PHYSICIANS FOR A NATIONAL HEALTH PROGRAM NY METRO CHAPTER I | |||||||
| 131 W 33RD STREET 4TH FLOOR | NEW YORK | NY | 10001 | 501C3 | UNIVERSAL HEALTH CARE ADVOCACY 2020 | $58,200 | |
| RESEARCH FOUNDATION FOR SUNY | |||||||
| THE STATE UNIVERSITY OF NEW YORK PO | ALBANY | NY | 12201 | 501C3 | MOVERS AND MAKERS | $55,000 | BOX 9 |
| RESEARCH FOUNDATION FOR SUNY | |||||||
| 402 CROFTS HALLS | BUFFALO | NY | 142607016 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $18,150 | |
| RESEARCH FOUNDATION FOR SUNY | |||||||
| 402 CROFTS HALLS | BUFFALO | NY | 142607016 | 501C3 | PARTNERSHIPS 4 HEALTHY COMMUNITIES - PHASE 2 | $89,054 | |
| RESEARCH FOUNDATION FOR SUNY | |||||||
| 402 CROFTS HALLS | BUFFALO | NY | 142607016 | 501C3 | FALLS PREVENTION: NEXT STEPS - CONCEPT DEVELOPMENT | $2,700 | |
| SAY YES BUFFALO SCHOLARSHIP INC | |||||||
| 712 MAIN STREET | BUFFALO | NY | 14202 | 501C3 | SAY YES HEALTH HOME CARE COORDINATORS | $156,250 | |
| SCHUYLER CENTER FOR ANALYSIS AND ADVOCACY INC | |||||||
| 150 STATE STREET 4TH FLOOR | ALBANY | NY | 12207 | 501C3 | SCHUYLER CENTER - MATERNAL DEPRESSION | $86,000 | |
| SERVICE COLLABORATION | |||||||
| 173 ELM STREET | BUFFALO | NY | 14203 | 501C3 | ABLE EARLY CHILDHOOD | $15,000 | |
| SEVEN VALLEYS HEALTH COALITION INC | |||||||
| 10 KENNEDY PARKWAY | CORTLAND | NY | 13045 | 501C3 | CORTLAND FOOD RESCUE PROJECT | $25,500 | |
| SNAPCAP INC | |||||||
| 640 ELLICOTT STREET | BUFFALO | NY | 14203 | 501C3 | SNAPCAP-IPA PHASE II | $100,000 | |
| SOUTH BUFFALO COMMUNITY ASSOCIATION | |||||||
| 35 CAZENOVIA STREET | BUFFALO | NY | 14220 | 501C3 | COLLABORATIVE INTERSECTIONAL COLLECTIVE ALLIANCE FOR BETTER SENIOR CARE IN THE CITY OF BUFFALO | $5,000 | |
| SOUTHERN TIER HEALTH CARE SYSTEM INC | |||||||
| ONE BLUE BIRD SQUARE | OLEAN | NY | 14760 | 501C3 | SAFE KIDS SOUTHERN TIER NEW YORK COALITION | $165,500 | |
| ST LUKE HEALTH SERVICES | |||||||
| 299 EAST RIVER ROAD | OSWEGO | NY | 13126 | 501C3 | ST LUKE'S HEALTH SERVICES PPE PURCHASE | $10,000 | |
| SUNSET HOME OF UTICA DBA THE COMMUNITY AT SUNSET WOOD | |||||||
| 118 GENESEE STREET | NEW HARTFORD | NY | 13413 | 501C3 | AGING IN PLACE WITH AI | $10,000 | |
| SYRACUSE COMMUNITY CONNECTION | |||||||
| 401-425 SOUTH AVENUE | SYRACUSE | NY | 13204 | 501C3 | EARLY IDENTIFICATION OF COGNITIVE IMPAIRMENT | $14,500 | |
| SYRACUSE HOUSING AUTHORITY | |||||||
| 516 BURT STREET | SYRACUSE | NY | 13202 | 501C3 | CLEANING UP TO OPEN DOORS | $24,000 | |
| SYRACUSE JEWISH FAMILY SERVICE AT MENORAH PARK | |||||||
| 4101 EAST GENESEE STREET | SYRACUSE | NY | 13214 | 501C3 | SYRACUSE JEWISH FAMILY SERVICES MIND AEROBICS | $1,000 | |
| SYRACUSE JEWISH FAMILY SERVICE AT MENORAH PARK | |||||||
| 4101 EAST GENESEE STREET | SYRACUSE | NY | 13214 | 501C3 | FELLOWS CALL TO ACTION | $1,000 | |
| SYRACUSE JEWISH FAMILY SERVICE AT MENORAH PARK | |||||||
| 4101 EAST GENESEE STREET | SYRACUSE | NY | 13214 | 501C3 | CALL TO ACTION: PROJECT SECURE | $197,000 | |
| SYRACUSE JEWISH FAMILY SERVICE AT MENORAH PARK | |||||||
| 4101 EAST GENESEE STREET | SYRACUSE | NY | 13214 | 501C3 | BROOKDALE FOUNDATION CAREGIVER INITIATIVE | $4,500 | |
| SYRACUSE NORTHEAST COMMUNITY CENTER INC | |||||||
| 716 HALWLEY AVE | SYRACUSE | NY | 13203 | 501C3 | SYRACUSE COMMUNITY CENTER COLLABORATIVE CLEANINGS | $10,000 | |
| SYRACUSE NORTHEAST COMMUNITY CENTER INC | |||||||
| 716 HAW | SYRACUSE | NY | 13203 | 501C3 | COVID STIPEND | $500 | |
| SYRACUSE UNIVERSITY MAXWELL XLAB | |||||||
| 211 LYMAN HALL | SYRACUSE | NY | 13244 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $2,958 | |
| THE RESEARCH FOUNDATION | |||||||
| THE STATE UNIVERSITY OF NEW YORK PO | ALBANY | NY | 12201 | 501C3 | MOVERS AND MAKERS | $26,690 | BOX 9 |
| THE SERVICE COLLABORATIVE OF WNY INC | |||||||
| 173 ELM STREET | BUFFALO | NY | 14203 | 501C3 | ABLE EARLY CHILDHOOD PROGRAM | $49,000 | |
| TOMPKINS COUNTY OFFICE FOR THE AGING | |||||||
| 320 NORTH TIOGA STREET | ITHACA | NY | 14850 | 501C3 | PARTNERSHIPS 4 HEALTHY COMMUNITIES - PHASE 2 | $49,989 | |
| TPI CO BOSTON FOUNDATION INC | |||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | NY | 02116 | 501C3 | COMMUNITIES CARE WNY RESPITE PILOT | $108,550 | |
| UNITED WAY FOR CORTLAND COUNTY INC | |||||||
| 50 CLINTON AVE | CORTLAND | NY | 13045 | 501C3 | CNYCF RAPID RESPONSE FUND | $14,000 | |
| UNITED WAY OF BUFFALO AND ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | 501C3 | WNY INTEGRATED CARE COLLABORATIVE | $35,500 | |
| UNITED WAY OF BUFFALO AND ERIE COUNTY | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $53,000 | |
| UNITED WAY OF CENTRAL NEW YORK INC | |||||||
| 518 JAMES STREET SUITE 200 | SYRACUSE | NY | 13220 | 501C3 | HELP ME GROW - CNY | $160,500 | |
| UNITED WAY OF CENTRAL NEW YORK INC | |||||||
| 518 JAMES STREET SUITE 200 | SYRACUSE | NY | 13220 | 501C3 | HELP ME GROW ONONDAGA PHASE II | $172,410 | |
| UNITED WAY OF CENTRAL NEW YORK INC | |||||||
| 518 JAMES STREET SUITE 200 | SYRACUSE | NY | 13220 | 501C3 | CHILDREN, FAMILIES & TRAUMA: BUILDING RESILIENCY - PHASE I | $100,000 | |
| UNITED WAY OF THE VALLEY AND GREATER UTICA AREA | |||||||
| 201 LAFAYETTE STREET NO 201 | UTICA | NY | 13502 | 501C3 | CNYCF RAPID RESPONSE FUND | $24,000 | |
| UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC | |||||||
| 310 EAST CAMPUS ROAD | ATHENS | GA | 30602 | 501C3 | BUILDING EVIDENCE FOR RESPITE CARE | $24,980 | |
| VETERANS ONE-STOP CENTER OF WNY INC | |||||||
| 1280 MAIN STREET SUITE 204 | BUFFALO | NY | 14209 | GOVT | MOVING FORWARD TOGETHER INITIATIVE | $10,500 | |
| VISITING NURSE SERVICE OF ITHACA & TOMPKINS COUNTY INC | |||||||
| 105 VERA CIRCLE | ITHACA | NY | 14850 | 501C3 | FELLOWS CALL TO ACTION | $50,500 | |
| VISITING NURSE SERVICE OF ITHACA & TOMPKINS COUNTY INC | |||||||
| 105 VERA CIRCLE | ITHACA | NY | 14850 | 501C3 | CALL TO ACTION: HEALTH LITERACY | $63,000 | |
| WESTERN NEW YORK INTEGRATED CARE COLLABORATIVE INC | |||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | 501C3 | COMMUNITY CAPACITY TO ADDRESS DEPRESSION - CONCEPT EXPLORATION | $50,500 | |
| WESTERN NEW YORK PUBLIC BROADCASTING ASSOCIATION | |||||||
| 140 LOWER TERRACE STREET | BUFFALO | NY | 14202 | 501C3 | WBFO OLDER ADULT NEWS DESK | $75,252 | |
| YMCA BUFFALO NIAGARA | |||||||
| 301 CAYUGA ROAD | BUFFALO | NY | 14225 | 501C3 | YMCA ERIE/NIAGARA - EARLY LEARNING READINESS | $100,500 | |
| YMCA OF THE TWIN TIERS | |||||||
| 1020 REED STREET | OLEAN | NY | 14760 | 501C3 | BROOKDALE FOUNDATION CAREGIVER INITIATIVE | $5,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,745,797 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $892,537 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,263 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,295,057 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT FUNDS | Desc |
| Related Or Exempt Function Incm | $19,552 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,189,857 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,552 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,209,409 | 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 | RETURNED GRANT FUNDS | 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 | $26,300 | Amt |
| Net Investment Income | $6,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,725 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (77 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE-(2)4DR LATERAL FILES | 2002-11-06 | $734 | $734 | SL | 0.000000000000 | $0 | $0 |
| FILE CABINET | 2003-04-08 | $580 | $580 | SL | 0.000000000000 | $0 | $0 |
| BOOKCASES | 2003-08-01 | $366 | $366 | SL | 0.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS-LARKIN | 2007-03-29 | $12,427 | $12,427 | SL | 0.000000000000 | $0 | $0 |
| 8 CHAIRS (KNOLL) | 2010-06-02 | $3,557 | $3,557 | SL | 0.000000000000 | $0 | $0 |
| 4 RECTANGULAR TABLES | 2010-06-02 | $777 | $777 | SL | 0.000000000000 | $0 | $0 |
| SYRACUSE IMPROVEMENT | 2010-12-20 | $20,000 | $20,000 | SL | 0.000000000000 | $0 | $0 |
| BUFFALO IMPROVEMENTS | 2010-12-20 | $56,566 | $55,901 | SL | 0.000000000000 | $0 | $0 |
| OFFICE FURNITURE - BUFFALO | 2010-12-21 | $8,833 | $8,833 | SL | 0.000000000000 | $0 | $0 |
| VIDEO CONFERENCING EQUIPMENT - BUFFALO | 2011-04-08 | $47,194 | $47,194 | SL | 0.000000000000 | $0 | $0 |
| VIDEO CONFERENCE UPGRADE | 2012-05-31 | $7,105 | $7,105 | SL | 0.000000000000 | $0 | $0 |
| ERGONOMIC CHAIRS & OFFICE FURNITURE | 2012-07-16 | $6,264 | $6,264 | SL | 0.000000000000 | $0 | $0 |
| VIDEO 190 - UPGRADE TO CONFERENCE ROOM | 2012-07-02 | $467 | $467 | SL | 0.000000000000 | $0 | $0 |
| MONITORS AND PROJECTOR | 2012-08-22 | $1,518 | $1,518 | SL | 0.000000000000 | $0 | $0 |
| FURNITURE | 2012-08-22 | $830 | $830 | SL | 0.000000000000 | $0 | $0 |
| SIGN IN FRONT OFFICE | 2012-09-14 | $3,150 | $3,150 | SL | 0.000000000000 | $0 | $0 |
| RE/FE SOFTWARE | 2013-01-01 | $45,453 | $45,453 | SL | 0.000000000000 | $0 | $0 |
| GE SOFTWARE | 2013-01-01 | $42,545 | $42,545 | SL | 0.000000000000 | $0 | $0 |
| GE IMPLEMENTATION | 2013-01-01 | $3,555 | $3,555 | SL | 0.000000000000 | $0 | $0 |
| PRESIDENT'S OFFICE GUEST CHAIRS | 2013-08-12 | $1,075 | $1,075 | SL | 0.000000000000 | $0 | $0 |
| POLYCOM - SYRACUSE | 2013-08-01 | $959 | $959 | SL | 0.000000000000 | $0 | $0 |
| POLYCOM - BUFFALO | 2013-08-01 | $1,457 | $1,457 | SL | 0.000000000000 | $0 | $0 |
| DELL SERVER | 2013-08-01 | $4,903 | $4,903 | SL | 0.000000000000 | $0 | $0 |
| BUFFALO OFFICE EXPANSION 2014 | 2014-07-15 | $82,478 | $53,611 | SL | 0.000000000000 | $0 | $0 |
| BUFFALO OFFICE FURNITURE | 2014-08-01 | $23,721 | $15,221 | SL | 0.000000000000 | $0 | $0 |
| TERMINAL SERVER | 2014-10-17 | $6,615 | $6,615 | SL | 0.000000000000 | $0 | $0 |
| REPLACEMENT UPS | 2014-12-23 | $950 | $950 | SL | 0.000000000000 | $0 | $0 |
| COMPUTER AND TWO MONITORS | 2015-01-14 | $1,077 | $1,077 | SL | 0.000000000000 | $0 | $0 |
| COMPUTER - PRESIDENTS OFFICE | 2015-05-01 | $770 | $770 | SL | 0.000000000000 | $0 | $0 |
| LOGITECH HD PRO WEBCAMS | 2015-07-01 | $783 | $783 | SL | 0.000000000000 | $0 | $0 |
| OFFICE ART PROJECT | 2015-12-31 | $11,353 | $11,353 | SL | 0.000000000000 | $0 | $0 |
| SYRACUSE OFFICE FURNITURE | 2015-12-08 | $9,167 | $6,657 | SL | 0.000000000000 | $0 | $0 |
| LCO BUFFALO OFFICE PAINTING | 2016-01-01 | $1,260 | $1,260 | SL | 0.000000000000 | $0 | $0 |
| HP PROBOOK 655 G1 15.6 NOTEBOOK | 2016-05-01 | $834 | $778 | SL | 0.000000000000 | $0 | $0 |
| HP 2012 230 W DOCKING STATION | 2016-05-31 | $236 | $212 | SL | 0.000000000000 | $0 | $0 |
| LOCKING BOOKCASE | 2016-05-01 | $258 | $232 | SL | 0.000000000000 | $0 | $0 |
| NETWORK SWITCH'S FOR ZULTYS PHONE SYSTEM | 2016-07-13 | $1,683 | $1,548 | SL | 0.000000000000 | $0 | $0 |
| ZULTYS VOIP PHONE SYSTEM | 2016-07-20 | $23,863 | $10,738 | SL | 0.000000000000 | $0 | $0 |
| HP PROBOOK 450 G3 15.6" TOUCHSCREEN NOTEBOOK | 2016-08-15 | $865 | $865 | SL | 0.000000000000 | $0 | $0 |
| LAPTOP AND DOCKING STATION | 2016-08-01 | $1,030 | $1,030 | SL | 0.000000000000 | $0 | $0 |
| HFWCNY HALL SIGN | 2016-09-14 | $1,005 | $1,005 | SL | 0.000000000000 | $0 | $0 |
| FIVE DRAWER FILE CABINET | 2016-10-14 | $1,053 | $639 | SL | 0.000000000000 | $0 | $0 |
| DELL OPTIPLEX 3040 DESKTOP COMPUTER | 2017-01-01 | $1,129 | $1,129 | SL | 0.000000000000 | $0 | $0 |
| PRO BOOK (HP) DOCKING STATION/MONITORS | 2017-02-20 | $1,801 | $1,801 | SL | 0.000000000000 | $0 | $0 |
| FURNITURE FOR PRESIDENTS OFFICE | 2017-05-01 | $10,408 | $3,817 | SL | 0.000000000000 | $0 | $0 |
| 4 - VARICHAIRS | 2017-10-01 | $762 | $354 | SL | 0.000000000000 | $0 | $0 |
| 8 - VARIDESKS | 2017-10-01 | $5,166 | $2,398 | SL | 0.000000000000 | $0 | $0 |
| RICOH COLOR COPIER | 2018-02-01 | $8,905 | $2,597 | SL | 0.000000000000 | $0 | $0 |
| SMALL TRAVEL LAPTOP - PRESIDENT | 2018-02-26 | $1,680 | $1,633 | SL | 0.000000000000 | $0 | $0 |
| BROTHER PRINTER - PRESIDENTS OFFICE | 2018-02-26 | $380 | $317 | SL | 0.000000000000 | $0 | $0 |
| 5 - DOCKING STATIONS | 2018-02-26 | $1,493 | $1,244 | SL | 0.000000000000 | $0 | $0 |
| 5-DELL LAPTOPS _ PROGRAM TEAM | 2018-02-26 | $6,795 | $5,662 | SL | 0.000000000000 | $0 | $0 |
| SONIC WALL | 2018-03-01 | $1,607 | $1,517 | SL | 0.000000000000 | $0 | $0 |
| VP OF FINANCE COMPUTER | 2018-08-14 | $1,334 | $1,075 | SL | 0.000000000000 | $0 | $0 |
| OFFICE MANAGER COMPUTER | 2018-08-14 | $1,334 | $1,075 | SL | 0.000000000000 | $0 | $0 |
| GRANTS MANAGER COMPUTER | 2018-08-14 | $1,333 | $1,074 | SL | 0.000000000000 | $0 | $0 |
| VP OF FINANCE - MONITORS | 2018-08-14 | $488 | $393 | SL | 0.000000000000 | $0 | $0 |
| OFFICE MANAGER - MONITORS | 2018-08-14 | $488 | $393 | SL | 0.000000000000 | $0 | $0 |
| GRANTS MANAGER - MONITORS | 2018-08-30 | $488 | $393 | SL | 0.000000000000 | $0 | $0 |
| SERVER OPERATING SYSTEM_MS OFFICE LICENSES | 2018-08-14 | $499 | $499 | SL | 0.000000000000 | $0 | $0 |
| SYRACUSE OFFICE PAINTING | 2018-09-01 | $4,300 | $2,007 | SL | 0.000000000000 | $0 | $0 |
| DELL LAPTOP CUSTOM BUILT | 2018-10-22 | $1,567 | $1,175 | SL | 0.000000000000 | $0 | $0 |
| DELL DOCKING STATION | 2018-10-22 | $295 | $221 | SL | 0.000000000000 | $0 | $0 |
| RICOH COPY MACHINE | 2019-01-24 | $5,936 | $1,187 | SL | 0.000000000000 | $0 | $0 |
| SYRACUSE OFFICE FURNITURE - 2019 | 2019-01-09 | $11,416 | $2,283 | SL | 0.000000000000 | $0 | $0 |
| RICOH PROJECTOR | 2019-04-12 | $1,525 | $890 | SL | 0.000000000000 | $0 | $0 |
| 2 - VARICHAIRS | 2019-05-01 | $390 | $93 | SL | 0.000000000000 | $0 | $0 |
| HP PROBOOK 455R | 2019-08-16 | $742 | $350 | SL | 0.000000000000 | $0 | $0 |
| HP DOCKING STATION | 2019-08-16 | $239 | $113 | SL | 0.000000000000 | $0 | $0 |
| 2 - 24" DELL MONITORS | 2019-08-16 | $472 | $223 | SL | 0.000000000000 | $0 | $0 |
| CONFERENCE ROOM LAPTOP | 2019-09-15 | $739 | $328 | SL | 0.000000000000 | $0 | $0 |
| SONIC WALL NETWORK FIREWALL | 2019-12-31 | $880 | $318 | SL | 0.000000000000 | $0 | $0 |
| UBITQUITI EDGESWITCH | 2020-02-13 | $999 | $305 | SL | 0.000000000000 | $0 | $0 |
| USER UPGRADE TO ZULTYS PHONE SYSTEM | 2020-03-23 | $932 | $78 | SL | 0.000000000000 | $0 | $0 |
| HOME WORKSTATION | 2020-07-30 | $4,225 | SL | 0.000000000000 | $0 | $0 | |
| MONITOR FOR ASSET 151 | 2020-07-30 | $710 | SL | 0.000000000000 | $0 | $0 | |
| LAPTOP K OLDEN | 2020-07-30 | $1,704 | SL | 0.000000000000 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARISTOTLE SMALL CAP EQUITY FUND | $2,401,939 | $2,401,939 |
| EDGEWOOD | $8,870,949 | $8,870,949 |
| HARBOR DIVERSIFIED | $8,639,860 | $8,639,860 |
| VANGUARD EMG MARKETS INDEX | $3,907,861 | $3,907,861 |
| VANGUARD TOTAL INTL STOCK | $7,870,734 | $7,870,734 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG REALTY VALUE FUND X, LP | FMV | $772,397 | $772,397 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP | FMV | $2,531,172 | $2,531,172 |
| DRAKE | FMV | $10,333,724 | $10,333,724 |
| DRUM SPECIAL SITUATIONS PARTNERS IV LP | FMV | $690,323 | $690,323 |
| FIDELITY | FMV | $6,041,907 | $6,041,907 |
| FPA CRESCENT | FMV | $2,146,353 | $2,146,353 |
| GOVERNORS LANE OFFSHORE FUND, LTD | FMV | $2,286,772 | $2,286,772 |
| GREENSPRING GLOBAL PARTNERS IX LP | FMV | $781,542 | $781,542 |
| GREENSPRING GLOBAL PARTNERS VIII LP | FMV | $987,641 | $987,641 |
| GREENSPRING GLOBAL PARTNERS X LP | FMV | $50,050 | $50,050 |
| IRONSIDE PARTNERSHIP FUND | FMV | $296,747 | $296,747 |
| LAKEWOOD CAPITAL OFFSHORE FUND, LTD | FMV | $2,006,722 | $2,006,722 |
| LANDMARK EQUITY PARTNERS XVI LP | FMV | $942,962 | $942,962 |
| NEWBURY EQUITY PARTNERS V | FMV | $31,438 | $31,438 |
| RCP FUND XI | FMV | $1,614,161 | $1,614,161 |
| RCP FUND XII | FMV | $1,101,130 | $1,101,130 |
| RIVERSIDE CAPITAL APPRECIATION FUND VII-A, LP | FMV | $636,151 | $636,151 |
| SEAPORT GLOBAL PROPERTY SECURITIES FUND, L.P (AEW) | FMV | $5,963,336 | $5,963,336 |
| SILCHESTER | FMV | $12,844,060 | $12,844,060 |
| SOUTHPOINT QUALIFIED OFFSHORE FUND, LTD | FMV | $2,296,824 | $2,296,824 |
| SSGA 500 INDEX | FMV | $25,246,855 | $25,246,855 |
| SSGA CUSTOM REAL ASSET | FMV | $5,948,201 | $5,948,201 |
| THE RESOLUTE FUND IV, L.P | FMV | $1,495,600 | $1,495,600 |
| VANGUARD INT GOVT BOND INDEX | FMV | $2,109,566 | $2,109,566 |
| VANGUARD INTERMEDIATE | FMV | $4,646,811 | $4,646,811 |
| VARDE CREDIT PARTNERS (OFFSHORE), LTD | FMV | $2,112,024 | $2,112,024 |
| WELLINGTON EMERGING MARKETS LOCAL EQUITY (2) | FMV | $2,779,717 | $2,779,717 |
| WELLINGTON SMID CAP RESEARCH EQUITY | FMV | $4,629,086 | $4,629,086 |
| WHI REAL ESTATE | FMV | $67,364 | $67,364 |
| WNY IMPACT FUND | FMV | $699,390 | $699,390 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (77 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE-(2)4DR LATERAL FILES | $734 | $734 | $0 |
| FILE CABINET | $580 | $580 | $0 |
| BOOKCASES | $366 | $366 | $0 |
| LEASEHOLD IMPROVEMENTS-LARKIN | $12,427 | $12,427 | $0 |
| 8 CHAIRS (KNOLL) | $3,557 | $3,557 | $0 |
| 4 RECTANGULAR TABLES | $777 | $777 | $0 |
| SYRACUSE IMPROVEMENT | $20,000 | $20,000 | $0 |
| BUFFALO IMPROVEMENTS | $56,566 | $55,901 | $665 |
| OFFICE FURNITURE - BUFFALO | $8,833 | $8,833 | $0 |
| VIDEO CONFERENCING EQUIPMENT - BUFFALO | $47,194 | $47,194 | $0 |
| VIDEO CONFERENCE UPGRADE | $7,105 | $7,105 | $0 |
| ERGONOMIC CHAIRS & OFFICE FURNITURE | $6,264 | $6,264 | $0 |
| VIDEO 190 - UPGRADE TO CONFERENCE ROOM | $467 | $467 | $0 |
| MONITORS AND PROJECTOR | $1,518 | $1,518 | $0 |
| FURNITURE | $830 | $830 | $0 |
| SIGN IN FRONT OFFICE | $3,150 | $3,150 | $0 |
| RE/FE SOFTWARE | $45,453 | $45,453 | $0 |
| GE SOFTWARE | $42,545 | $42,545 | $0 |
| GE IMPLEMENTATION | $3,555 | $3,555 | $0 |
| PRESIDENT'S OFFICE GUEST CHAIRS | $1,075 | $1,075 | $0 |
| POLYCOM - SYRACUSE | $959 | $959 | $0 |
| POLYCOM - BUFFALO | $1,457 | $1,457 | $0 |
| DELL SERVER | $4,903 | $4,903 | $0 |
| BUFFALO OFFICE EXPANSION 2014 | $82,478 | $53,611 | $28,867 |
| BUFFALO OFFICE FURNITURE | $23,721 | $15,221 | $8,500 |
| TERMINAL SERVER | $6,615 | $6,615 | $0 |
| REPLACEMENT UPS | $950 | $950 | $0 |
| COMPUTER AND TWO MONITORS | $1,077 | $1,077 | $0 |
| COMPUTER - PRESIDENTS OFFICE | $770 | $770 | $0 |
| LOGITECH HD PRO WEBCAMS | $783 | $783 | $0 |
| OFFICE ART PROJECT | $11,353 | $11,353 | $0 |
| SYRACUSE OFFICE FURNITURE | $9,167 | $6,657 | $2,510 |
| LCO BUFFALO OFFICE PAINTING | $1,260 | $1,260 | $0 |
| HP PROBOOK 655 G1 15.6 NOTEBOOK | $834 | $778 | $56 |
| HP 2012 230 W DOCKING STATION | $236 | $212 | $24 |
| LOCKING BOOKCASE | $258 | $232 | $26 |
| NETWORK SWITCH'S FOR ZULTYS PHONE SYSTEM | $1,683 | $1,548 | $135 |
| ZULTYS VOIP PHONE SYSTEM | $23,863 | $10,738 | $13,125 |
| HP PROBOOK 450 G3 15.6" TOUCHSCREEN NOTEBOOK | $865 | $865 | $0 |
| LAPTOP AND DOCKING STATION | $1,030 | $1,030 | $0 |
| HFWCNY HALL SIGN | $1,005 | $1,005 | $0 |
| FIVE DRAWER FILE CABINET | $1,053 | $639 | $414 |
| DELL OPTIPLEX 3040 DESKTOP COMPUTER | $1,129 | $1,129 | $0 |
| PRO BOOK (HP) DOCKING STATION/MONITORS | $1,801 | $1,801 | $0 |
| FURNITURE FOR PRESIDENTS OFFICE | $10,408 | $3,817 | $6,591 |
| 4 - VARICHAIRS | $762 | $354 | $408 |
| 8 - VARIDESKS | $5,166 | $2,398 | $2,768 |
| RICOH COLOR COPIER | $8,905 | $2,597 | $6,308 |
| SMALL TRAVEL LAPTOP - PRESIDENT | $1,680 | $1,633 | $47 |
| BROTHER PRINTER - PRESIDENTS OFFICE | $380 | $317 | $63 |
| 5 - DOCKING STATIONS | $1,493 | $1,244 | $249 |
| 5-DELL LAPTOPS _ PROGRAM TEAM | $6,795 | $5,662 | $1,133 |
| SONIC WALL | $1,607 | $1,517 | $90 |
| VP OF FINANCE COMPUTER | $1,334 | $1,075 | $259 |
| OFFICE MANAGER COMPUTER | $1,334 | $1,075 | $259 |
| GRANTS MANAGER COMPUTER | $1,333 | $1,074 | $259 |
| VP OF FINANCE - MONITORS | $488 | $393 | $95 |
| OFFICE MANAGER - MONITORS | $488 | $393 | $95 |
| GRANTS MANAGER - MONITORS | $488 | $393 | $95 |
| SERVER OPERATING SYSTEM_MS OFFICE LICENSES | $499 | $499 | $0 |
| SYRACUSE OFFICE PAINTING | $4,300 | $2,007 | $2,293 |
| DELL LAPTOP CUSTOM BUILT | $1,567 | $1,175 | $392 |
| DELL DOCKING STATION | $295 | $221 | $74 |
| RICOH COPY MACHINE | $5,936 | $1,187 | $4,749 |
| SYRACUSE OFFICE FURNITURE - 2019 | $11,416 | $2,283 | $9,133 |
| RICOH PROJECTOR | $1,525 | $890 | $635 |
| 2 - VARICHAIRS | $390 | $93 | $297 |
| HP PROBOOK 455R | $742 | $350 | $392 |
| HP DOCKING STATION | $239 | $113 | $126 |
| 2 - 24" DELL MONITORS | $472 | $223 | $249 |
| CONFERENCE ROOM LAPTOP | $739 | $328 | $411 |
| SONIC WALL NETWORK FIREWALL | $880 | $318 | $562 |
| UBITQUITI EDGESWITCH | $999 | $305 | $694 |
| USER UPGRADE TO ZULTYS PHONE SYSTEM | $932 | $78 | $854 |
| HOME WORKSTATION | $4,225 | $0 | $4,225 |
| MONITOR FOR ASSET 151 | $710 | $0 | $710 |
| LAPTOP K OLDEN | $1,704 | $0 | $1,704 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,190 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,190 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFERRED COMPENSATION | $209,231 | $176,887 | $176,887 |
| PROGRAM RELATED INVESTMENT | $114,741 | $67,529 | $67,529 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE/ELECTRONIC COMMUNICATION | $43,092 | $0 | $43,092 |
| OFFICE EXPENSE | $84,843 | $0 | $84,843 |
| INSURANCE | $4,169 | $0 | $4,169 |
| SPONSORED EVENTS | $8,924 | $0 | $8,924 |
| MAINTENANCE EXPENSE | $31,483 | $0 | $31,483 |
| MISCELLANEOUS EXPENSE | $16,285 | $0 | $16,285 |
| MEMBERSHIP DUES | $7,523 | $0 | $7,523 |
| PASSED THROUGH K-1 | $0 | $199,193 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST INCOME - PRI | $2,263 | $2,263 | $2,263 |
| PASSED THROUGH K-1S | $0 | $4,890,615 | $0 |
| RETURNED GRANT FUNDS | $19,552 | $19,552 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $10,280,995 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION LIABILITY | Desc |
| BOY Book Value | $209,231 | BOYBookValueAmt |
| EOY Book Value | $176,887 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,106,758 | $1,106,758 | $0 |
| EVALUATION CONSULTANTS | $79,734 | $0 | $79,734 |
| PROGRAM CONSULTANTS | $348,560 | $0 | $348,560 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $122,421 | $0 | $0 |
| PASSED THROUGH K-1 | $0 | $72,879 | $0 |
| NYS FILING FEES | $1,500 | $0 | $1,500 |