Assistant Treasurer

2012-03-30T08:54:39-07:00 2011-06-30 Lumsden & McCormick LLC 403 Main Street Suite 430 Buffalo NY 14203 990 2010-07-01 161613963 WNED FOUNDATION INC WNED 7168457000 PO Box 1263 Buffalo NY 14240 Michael Sutton Assistant Treasurer 7168457000 2012-03-23 1 Michael J Grimaldi 7168563300 2012-03-23 2010 2016-02-24 21:20:13Z Michael G Sutton PO Box 1263 Buffalo NY 14240 8489971 0 X www.wnedfoundation.org X 2002 NY The WNED Foundation, Inc. helps further the mission of Western New York Public Broadcasting Association. 8 7 0 7 0 0 574 100923 0 0 1182581 1849821 7874 0 1191029 1950744 1135000 1450000 0 0 0 0 0 0 0 247218 360952 1382218 1810952 -191189 139792 23657740 27820401 26753 2355781 23630987 25464620 The WNED Foundation, Inc., exists to benefit and enhance the high quality programming and services provided by the Western New York Public Broadcasting Association. Thus, benefactors are essential in helping us to enlighten, inspire, entertain and educate people of all ages and backgrounds throughout Western New York and Southern Ontario. 0 0 1480892 1450000 0 The Foundation's activities consist of building, investing, and managing one or more funds for the benefit of Western New York Public Broadcasting Association and providing financial support for its operations and activities. 0 0 0 1480892 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 NY X X X Nancy A Hammond 7168457000 Horizons Plaza 140 Lower Terrace Buffalo NY 14202 Fred R Dentinger Director, Chair 1 X X 0 0 0 Sue M Wardynski Director, Vice Chair 1 X X 0 0 0 Mary Ann Lauricella Director, Secretary 1 X X 0 0 0 Robert M Greene Director, Treasurer 1 X X 0 0 0 Donald K Boswell Director 1 X 0 249855 70609 Kevin T Keane Director 1 X 0 0 0 John D Reinhold Director 1 X 0 0 0 Dennis Penman Director 1 X 0 0 0 Michael G Sutton Assistant Treasurer 1 X 0 125624 35470 0 375479 106079 0 0 1 0 NEPC LLC PO Box 83261 Woburn MA 01813 Investment Advisor 104217 1 0 0 0 0 0 100923 0 100923 0 0 0 0 0 703812 0 0 703812 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7685236 0 6539227 0 1146009 0 1146009 0 0 1146009 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1950744 0 0 1849821 1450000 1450000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 324215 0 324215 0 4500 0 4500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 30892 30892 0 0 0 0 0 0 Miscellaneous 1345 0 1345 0 1810952 1480892 330060 0 373263 8805 1181243 293373 0 0 0 0 0 0 0 0 742000 2996000 0 0 0 0 847355 151847 726400 695508 3532699 3687402 16455086 19452451 0 0 0 0 647049 686862 23657740 27820401 26753 1781 0 0 0 0 0 0 0 0 0 0 0 2354000 0 0 0 26753 2355781 X 23630987 25464620 0 0 0 0 23630987 25464620 23657740 27820401 X 139792 1693841 X 0 1 1 X 0 X X 0 0 0 Western New York Public Broadcasting Association 160834459 7 1 1 1 1450000 1 1450000 0 0 0 0 740811 86525 654286 0 2739 493 2246 0 21097 19339 1758 0 82708 45490 37218 695508 0 0 Mutual Funds 5469368 F Alternative Investments 13983083 F 19452451 1950744 1810952 139792 1693841 0 0 0 0 1693841 1833633 3320370 1693841 0 0 0 1693841 1626529 324215 0 324215 1950744 1486737 0 0 0 0 0 1486737 324215 0 324215 1810952 1 Western New York Public Broadcasting Association PO Box 1263 Buffalo NY 14240 160834459 501(c)(3) 1450000 0 Support 1 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 The WNED Foundation, Inc., keeps accurate records of all transfers of funds to Western New York Public Broadcasting Association. During fiscal year 2011, these transfers totalled $1,450,000. 0 0 0 0 0 0 0 0 0 Donald K Boswell 0 238742 0 7613 0 3500 0 59204 0 11405 0 320464 0 0 Michael G Sutton 0 115253 0 10371 0 0 0 25327 0 10143 0 161094 0 0 F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a The completed Form 990 for the WNED Foundation will be electronically sent to all voting members of the Board of Trustees prior to submission. Review will be done by telephone or in person by the Vice President of Finance and Chief Financial Officer for the Western New York Public Broadcasting Association, for any member who so chooses. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The Conflict of Interest Policy is distributed annually along with an annual statement that is to be signed by officers, directors, and key employees, stating that they have received, understand, and comply with the policy. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The audited financial statements and Form 990s are available on the WNED Foundation, Inc., website (www.wnedfoundation.org), on the Guidestar website, or upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Net unrealized gains on investments. Western New York Public Broadcasting Association PO Box 1263 Buffalo NY 14240 160834459 Public Broadcasting NY 501(c)(3) 7 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Western New York Public Broadcasting Association d 2354000 Actual amount Western New York Public Broadcasting Association q 1450000 Actual amount THIS RETURN IS BEING FILED BETWEEN MARCH 1, 2012 AND MARCH 30, 2012, AS DIRECTED BY THE IRS IN NOTICE 2012-4, BECAUSE ELECTRONIC FILING WAS NOT AVAILABLE JANUARY 1, 2012 THROUGH FEBRUARY 29, 2012. WE REQUEST THAT PENALTIES BE WAIVED BECAUSE IT WOULD BE INEQUITABLE TO IMPOSE A PENALTY ON US DUE TO THE UNUSUAL CIRCUMSTANCES REQUIRING US TO DELAY THE FILING OF THIS RETURN.