HAMBURG ALUMNI FOUNDATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: HAMBURG ALUMNI FOUNDATION (EIN 30-0052239)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-02-23
IRS object ID: 201120549349300407
Schema version: 2009v1.7
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
Schedule A
Schedule D
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-02-23T13:41:52-06:00	Timestamp
Tax Period End Date	2010-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JAMES P MOSCATO CPA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	360 DELAWARE AVE STE 102	AddressLine1
City	BUFFALO	City
State	NY	State
ZIP Code	142021600	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2009-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	300052239	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HAMBURG SCHOOL FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HAMB	NameControl
Phone	7166510428	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 174	AddressLine1
City	HAMBURG	City
State	NY	State
ZIP Code	14075	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ROBERT MEISSNER III	Name
Title	TREASURER	Title
Phone	7166510428	Phone
Date Signed	2011-02-16	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JAMES P MOSCATO	Name
Phone	7168525400	Phone
Date Prepared	2011-02-16	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	KEITH FISHER	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	P O BOX 174	AddressLine1
City	HAMBURG	City
State	NY	State
ZIP Code	14075	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	113070	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	THE HAMBURG SCHOOL FOUNDATION WAS FORMED TO PROVIDE FINANCIAL ASSISTANCE TO THE HAMBURG CENTRAL SCHOOL DISTRICT, A PUBLIC SCHOOL DISTRICT CREATED PURSUANT TO THE NEW YORK EDUCATION LAW AND A GOVERNMENTAL UNIT AS REFERRED TO IN SECTION 170(C)(1) OF THE INTERNAL REVENUE CODE.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	11	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	11	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	10557	ContributionsGrantsPriorYear
Contributions Grants Current Year	32287	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	11905	InvestmentIncomePriorYear
Investment Income Current Year	8850	InvestmentIncomeCurrentYear
Other Revenue Prior Year	57540	OtherRevenuePriorYear
Other Revenue Current Year	57966	OtherRevenueCurrentYear
Total Revenue Prior Year	80002	TotalRevenuePriorYear
Total Revenue Current Year	99103	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	17200	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	129059	OtherExpensePriorYear
Other Expenses Current Year	42226	OtherExpensesCurrentYear
Total Expenses Prior Year	146259	TotalExpensesPriorYear
Total Expenses Current Year	42226	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-66257	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	56877	RevenuesLessExpensesCY
Total Assets BOY	331088	TotalAssetsBOY
Total Assets EOY	387965	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	331088	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	387965	NetAssetsOrFundBalancesEOY
Mission Description	THE HAMBURG SCHOOL FOUNDATION WAS FORMED TO PROVIDE FINANCIAL ASSISTANCE TO THE HAMBURG CENTRAL SCHOOL DISTRICT, A PUBLIC SCHOOL DISTRICT CREATED PURSUANT TO THE NEW YORK EDUCATION LAW AND A GOVERNMENTAL UNIT AS REFERRED TO IN SECTION 170(C)(1) OF THE INTERNAL REVENUE CODE.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	9750	Expense
Description	STUDENT SCHOLARSHIP AWARDS	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	9056	Expense
Description	EQUIPMENT GRANTS AND IMPROVEMENTS	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	17400	Expense
Description	EDUCATOR GRANTS	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Description	GERHARD REFUND	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	36206	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Balance Sheet Amounts Reported	false	BalanceSheetAmountsReported
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	false	ScheduleORequired
Number Forms Transmitted With1096	1	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Nbr Voting Governing Body Members	11	NbrVotingGoverningBodyMembers
Number Independent Voting Members	11	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	ROBERT MEISSNER III	NamePerson
Telephone Number	7168603153	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	6210 WILDWOOD DR	AddressLine1
City	HAMBURG	City
State	NY	State
ZIP Code	14075	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
EDWIN J OSBORNE
DIRECTOR	1.00	X	0	0	0
JACK GRIFFIN
DIRECTOR	1.00	X	0	0	0
DAVE RICHARDSON
DIRECTOR	1.00	X	0	0	0
KEN KIRST
DIRECTOR	1.00	X	0	0	0
DAWN KIRCHMEYER
DIRECTOR	1.00	X	0	0	0
RUSSEL RICH
DIRECTOR	1.00	X	0	0	0
HEATER RUSSO
DIRECTOR	1.00	X	0	0	0
KEITH FISHER
PRESIDENT	2.00		0	0	0	X
CHUCK KLUCKHOHN
VICE PRES.	1.00		0	0	0	X
ANDREW FLEMING
SECTETARY	1.00		0	0	0	X
ROBERT MEISSNER III
TREASURER	6.00		0	0	0	X

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	32287	AllOtherContributions
Total Contributions	32287	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	8850	TotalRevenueColumn
Related Or Exempt Function Income	8850	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	56440	GrossIncomeFundraisingEvents
Fundraising Direct Expenses	13967	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	42473	TotalRevenueColumn
Exclusion	$42,473	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	OTHER REVENUE	Description
Total Revenue Column	15493	TotalRevenueColumn
Related Or Exempt Function Income	15493	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	15493	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	99103	TotalRevenueColumn
Related Or Exempt Function Income	24343	RelatedOrExemptFunctionIncome
Exclusion	$42,473	ExclusionAmount

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	3500	Total
Management And General	3500	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	128	Total
Management And General	128	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
GRANTS	17400	17400
SCHOLARSHIPS	9750	9750
MURAL RESTORATION	9056	9056
INSURANCE	1426		1426
PRINTING AND SUPPLIES	796		796

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	170	Total
Management And General	170	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	42226	Total
Program Services	36206	ProgramServices
Management And General	6020	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	4491	BOY
EOY	16655	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	326597	BOY
EOY	371310	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	331088	BOY
EOY	387965	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	157223	BOY
EOY	205594	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	173865	BOY
EOY	182371	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	331088	BOY
EOY	387965	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	331088	BOY
EOY	387965	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	7475	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	271071	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	74885	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	10557	CurrentTaxYearMinus1Year
Current Tax Year	32287	CurrentTaxYear
Total	396275	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	7475	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	271071	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	74885	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	10557	CurrentTaxYearMinus1Year
Current Tax Year	32287	CurrentTaxYear
Total	396275	Total

Field	Value	IRS element (for citing)
Public Support Total170	396275	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2037	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	12559	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	13891	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	11905	CurrentTaxYearMinus1Year
Current Tax Year	8850	CurrentTaxYear
Total	49242	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year	56440	CurrentTaxYear
Total	56440	Total

Field	Value	IRS element (for citing)
Total Support	501957	TotalSupport
Gross Receipts From Admissions Etc	302146	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.78950	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.90440	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR
Total Revenue	99103	TotalRevenue
Total Expenses	42226	TotalExpenses
Excess Or Deficit For Year	56877	ExcessOrDeficitForYear
Excess Or Deficit Per FS	56877	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	99103	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	99103	RevenueSubtotal
Total Revenue Per Form990	99103	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	42226	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	42226	ExpensesSubtotal
Total Expenses Per Form990	42226	TotalExpensesPerForm990

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GOLF TOURNAMENT	NameOfEvent1
Gross Receipts Event1	56440	GrossReceiptsEvent1
Gross Revenue Event1	56440	GrossRevenueEvent1
Other Direct Expenses Event1	13967	OtherDirectExpensesEvent1
Gross Receipts Total	56440	GrossReceiptsTotal
Gross Revenue Total Events	56440	GrossRevenueTotalEvents
Other Direct Expenses Total Events	13967	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	13967	DirectExpenseSummaryEvents
Net Income Summary	42473	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	THE HAMBURG SCHOOL FOUNDATION WAS FORMED TO PROVIDE FINANCIAL ASSISTANCE TO THE HAMBURG CENTRAL SCHOOL DISTRICT, A PUBLIC SCHOOL DISTRICT CREATED PURSUANT TO THE NEW YORK EDUCATION LAW AND A GOVERNMENTAL UNIT AS REFERRED TO IN SECTION 170(C)(1) OF THE INTERNAL REVENUE CODE.
ALL OTHER ACHIEVEMENTS DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4D	GERHARD REFUND
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11	NO REVIEW WAS OR WILL BE CONDUCTED.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	NO DOCUMENTS AVAILABLE TO THE PUBLIC