RALPH AND ELEANOR CANTISANO FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RALPH AND ELEANOR CANTISANO FAMILY FOUNDATION (EIN 20-0338384)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-02
- IRS object ID
- 201622159349100112
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-02T13:33:18-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161451346 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLAHERTY SALMIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 BUFFALO RD BLDG 200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200338384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH AND ELEANOR CANTISANO FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RALP | BusinessNameControlTxt |
| Phone | 5852790120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 BUFFALO ROAD BLDG 200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14624 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL SALMIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5852790120 | PhoneNum |
| Signature | 2016-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES S DEBELLIS CPA | PreparerPersonNm |
| PTIN | P00391168 | PTIN |
| Phone | 5852790120 | PhoneNum |
| Preparation | 2016-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $471,966 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $178,250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,704 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,704 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16,704 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $477,047 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,475 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $215,429 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,179 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,704 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,411 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,411 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,411 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,086 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,411 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $104,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,768 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,704 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $56,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,972 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,972 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $346,102 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $359,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $359,994 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $402,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $471,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $471,966 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $402,270 | RetainedEarningBOYAmt |
| Retained Earning EOY | $471,966 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $402,270 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $471,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $402,270 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $471,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $402,270 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $104,343 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $506,613 | SubtotalAmt |
| Other Decreases | $34,647 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $471,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 389.508SH AMER FUNDS AMERICAN BALANCED FUND CLASS F2 | 2015-04-06 | 2015-04-08 | $9,703 | $9,699 | $4 | $4 |
| 61.162SH ARROW DWA BALANCED FUND CLASS INSTL | 2014-12-29 | 2015-04-06 | $846 | $821 | $25 | $25 |
| 42.58SH BLACKROCK GLOBAL ALLOCATION FUND INC INSTITUTIONAL | 2014-07-17 | 2015-04-06 | $878 | $868 | $10 | $10 |
| 13.521SH CALAMOS MARKET NEUTRAL INCOME FUND CLASS I | 2014-06-19 | 2015-04-06 | $174 | $174 | $0 | $0 |
| 223.941SH CENTER COAST MLP FOCUS FUND CLASS I | 2014-04-28 | 2015-04-06 | $2,430 | $2,575 | -$145 | -$145 |
| 21.653SH COPELAND DIVERSIFIED RISK FUND CLASS I SHARE | 2014-12-16 | 2015-04-06 | $331 | $306 | $25 | $25 |
| 68.70SH FEDERATED EMG MKT DBT I | 2014-04-21 | 2015-04-06 | $594 | $635 | -$41 | -$41 |
| 7339.139SH FRANKLIN BALANCED CLASS ADV | 2015-04-06 | 2015-04-08 | $84,075 | $87,217 | -$3,142 | -$3,142 |
| 11.046SH IVY ASSET STRATEGY FUND CLASS I | 2014-12-11 | 2015-04-06 | $291 | $287 | $4 | $4 |
| 546.80SH JAMES BALANCCED GOLDEN RAINBOW INSTL | 2015-04-06 | 2015-04-08 | $11,086 | $11,080 | $6 | $6 |
| 42.734SH PUTNAM CONVERTIBLE SECURITIES FUND CLASS Y | 2014-06-26 | 2015-04-06 | $1,074 | $1,074 | $0 | $0 |
| 26.447SH TCW T/R BOND FD-I | 2014-04-30 | 2015-04-06 | $275 | $273 | $2 | $2 |
| 85.748SH TEMPLETON GLBAL BOND ADV | 2014-04-15 | 2015-04-06 | $1,069 | $1,076 | -$7 | -$7 |
| 215.409SH VANGUARD WELLINGTON FUND ADMIRAL | 2015-04-15 | 2015-04-08 | $14,719 | $14,676 | $43 | $43 |
| 79.184SH VANGUARD/WELLESLEY INCOME FUND ADMIRAL | 2015-04-06 | 2015-04-08 | $4,958 | $4,951 | $7 | $7 |
| 2913.747SH ARROW DWA BALANCED FUND CLASS INSTL | 2011-07-12 | 2015-04-06 | $40,297 | $36,826 | $3,471 | $3,471 |
| 1645.797SH BLACKROCK GLOBAL ALLOCATION FUND INC INSTITUTIONAL | 2011-11-01 | 2015-04-06 | $33,920 | $32,311 | $1,609 | $1,609 |
| 1272.63SH CALAMOS MARKET NEUTRAL INCOME FUND CLASS I | 2011-07-12 | 2015-04-06 | $16,417 | $15,843 | $574 | $574 |
| 3477.964SH CENTER COAST MLP FOCUS FUND CLASS I | 2012-07-27 | 2015-04-06 | $37,736 | $33,206 | $4,530 | $4,530 |
| 3907.429SH COPELAND DIVERSIFIED RISK FUND CLASS I SHARE | 2013-05-30 | 2015-04-06 | $59,706 | $50,433 | $9,273 | $9,273 |
| 1653.564SH FEDERATED EMG MKT DBT I | 2011-11-01 | 2015-04-06 | $14,303 | $16,435 | -$2,132 | -$2,132 |
| 1482.862SH IVY ASSET STRATEGY FUND CLASS I | 2011-11-01 | 2015-04-06 | $39,074 | $38,134 | $940 | $940 |
| 3362.745SH JOHN HANCOCK FLOATING RATE INCOME FUND CLASS I | 2012-07-27 | 2015-04-06 | $30,265 | $31,512 | -$1,247 | -$1,247 |
| 1771.314SH PUTNAM CONVERTIBLE SECURITIES FUND CLASS Y | 2011-07-12 | 2015-04-06 | $44,513 | $37,910 | $6,603 | $6,603 |
| 1230.394SH TCW T/R BOND FD-I | 2011-12-30 | 2015-04-06 | $12,808 | $12,206 | $602 | $602 |
| 1243.382SH TEMPLETON GLBAL BOND ADV | 2011-11-01 | 2015-04-06 | $15,505 | $16,044 | -$539 | -$539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,475 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,209 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $373,464 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.267763 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $295,545 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.338358 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $235,091 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.425367 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $179,660 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.556607 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $90,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $211,922 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.424685 | DistributionYr5Rt |
| Total Distribution | 2.012780 | TotalDistributionRt |
| Average Distribution | 0.402556 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $410,981 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $165,443 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $308 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $165,751 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $615 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $615 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $615 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $625 | AppliedToEsTaxAmt |
| Total Payments And Credits | $638 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $13 | OverpaymentAmt |
| Applied To ES Tax | $13 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL SALMIN | IndividualWithBooksNm |
| Phone | 5852790120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 BUFFALO ROAD BLDG 200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14624 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARILYN CANTISANO | ||||||||
| 830 BELLEFORTE AVE | OAK PARK | IL | 60302 | VICE PRES | 0.00 | $0 | $0 | $0 |
| JOYCE CANTISANO | ||||||||
| 9831 KINGSTON CIRCLE | POWELL | OH | 43065 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| DANTE GULLACE | ||||||||
| 942 PITTSFORD MENDON ROAD | PITTSFORD | NY | 14534 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAUL SALMIN | ||||||||
| 2300 BUFFALO ROAD BLDG 200 | ROCHESTER | NY | 14624 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $352,911 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $417,240 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $417,240 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $410,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $615 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $615 | TotalTaxAmt |
| Distributable Before Adj | $19,934 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,934 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,934 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $79,404 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $91,136 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,407 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $85,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $81,789 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $426,184 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,934 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,066 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $506,250 | 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 | $79,404 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $426,846 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $91,136 | ExcessFromYear4Amt |
| Excess From Year3 | $88,407 | ExcessFromYear3Amt |
| Excess From Year2 | $85,448 | ExcessFromYear2Amt |
| Excess From Year1 | $81,789 | ExcessFromYear1Amt |
| Excess From Current Year | $80,066 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL H SALMIN CPA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 BUFFALO ROAD BLDG 200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5852790120 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER OF REQUEST STATING CHARITABLE PURPOSE ALONG WITH PROOF OF 501(C)(3) STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO QUALIFIED 501(C)(3) ORGANIZATIONS THAT ARE PUBLIC CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOPE HALL | |||||||
| 1612 BUFFALO ROAD | ROCHESTER | NY | 14624 | NONE | PUBLIC | EDUCATION FOR STUDENTS NEEDING SPECIAL TEACHING TO LEARN | $10,000 |
| HUMANE SOCIETY AT LOLLYPOP FARM | |||||||
| 99 VICTOR ROAD | FAIRPORT | NY | 14450 | NONE | PUBLIC | SUPPORT PROGRAMS FOR PREVENTION OF CRUELTY TO ANIMALS | $10,000 |
| JR ACHIEVEMENT OF ROCHESTER | |||||||
| 259 MONROE AVENUE SUITE 108 | ROCHESTER | NY | 14607 | NONE | PUBLIC | EDUCATION AND FINANCIAL LITERACY | $5,000 |
| NATIONAL BREAST CANCER FOUNDATION | |||||||
| 2600 NETWORK BLVD SUITE 300 | FRISCO | TX | 75034 | NONE | PUBLIC | CANCER RESEARCH | $2,000 |
| STRONG NATIONAL MUSEUM OF PLAY | |||||||
| 1 MANHATTAN SQUARE | ROCHESTER | NY | 14607 | NONE | PUBLIC | SUPPORT MUSEUM EXHIBITS AND PROGRAMS | $3,000 |
| THE HOLE IN THE WALL GANG CAMP | |||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | NONE | PUBLIC | SUMMER CAMP PROGRAMS FOR SEVERLY ILL CHILDREN | $20,000 |
| UNIVERSITY OF ROCHESTER MEDICAL CEN | |||||||
| 300 EAST RIVER RD PO BOX 278996 | ROCHESTER | NY | 14627 | NONE | PUBLIC | EDUCATION AND RESEARCH | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,704 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,475 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,179 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,179 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | R CANTISANO CHARITABLE LEAD TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MT PLAZA 8TH FL | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $178,250 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 4PUTNAM CONVERTIBLE SECURITIES | FMV | $0 | $0 |
| FEDERATED EMERGING MARKET DEBT FUND CL A | FMV | $0 | $0 |
| FT TEMPLETON GLOBAL BOND A | FMV | $0 | $0 |
| TCW TOTAL RETURN BOND FUND | FMV | $0 | $0 |
| CALAMOS MARKET NEUTRAL INCOME FUND | FMV | $0 | $0 |
| ARROW DWA BALANCED FUND CLASS A | FMV | $0 | $0 |
| BLACKROCK GLOBAL ALLOCATION FUND | FMV | $0 | $0 |
| IVY ASSET STRATEGY | FMV | $0 | $0 |
| CENTER COAST MLP FOCUS FUND CL A | FMV | $0 | $0 |
| JOHN HANCOCK FLOATING RATE INC FUND CL A | FMV | $0 | $0 |
| COPELAND TRUST COPELAND RISK MGMT DIV GR | FMV | $0 | $0 |
| AMER FUNDS AMERICAN BALANCED FUND | FMV | $76,372 | $76,372 |
| FIDELITY ADVISOR BALANCED FUND CLASS I | FMV | $74,122 | $74,122 |
| JAMES BALANCED GOLDEN RAINBOW INSTL | FMV | $73,692 | $73,692 |
| VANGUARD/WELLESLEY INCOME FUND ADMIRAL | FMV | $37,804 | $37,804 |
| VANGUARD WELLINGTON FUND ADMIRAL | FMV | $98,004 | $98,004 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $34,647 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $6,411 | Amt |
| Net Investment Income | $6,411 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH CANTISANO CHARITABLE LEAD TR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MT PLAZA 8TH FLR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $475 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |