CHUR FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHUR FAMILY FOUNDATION (EIN 46-3242500)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349102226
- Schema version
- 2025v4.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T11:41:58-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 MAIN ST SUITE 800 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463242500 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CCNY | InCareOfNm |
| Business Name Control | CHUR | BusinessNameControlTxt |
| Phone | 7163205837 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 HOPKINS ROAD | AddressLine1Txt |
| City | WILLIAMSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carla Suero | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7163205837 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole White | PreparerPersonNm |
| PTIN | P01599383 | PTIN |
| Phone | 7168472651 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,357,924 | 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 | $2,999,999 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $75,386 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $75,386 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $351,171 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $351,171 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,875,913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,566,626 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,875,913 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,302,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,302,470 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,285 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | 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 | $113,035 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,178 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $67,203 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $7,589 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,186 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $186 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $194,298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $597,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $597,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $791,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $597,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,511,071 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,202,106 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,762 | CashBOYAmt |
| Cash EOY | $247,877 | CashEOYAmt |
| Cash EOYFMV | $247,877 | CashEOYFMVAmt |
| Corporate Stock BOY | $15,537,733 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,110,047 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,110,047 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $15,543,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,357,924 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,357,924 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Tot Net Ast Or Fund Balances BOY | $15,543,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,357,924 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,543,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,357,924 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,543,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,511,071 | ExcessRevenueOverExpensesAmt |
| Other Increases | $303,358 | OtherIncreasesAmt |
| Subtotal | $20,357,924 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,357,924 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BANK OF AMERICA ST | 2025-12-10 | $2,872,394 | $3,172,790 | -$300,476 | -$300,396 |
| BANK OF AMERICA LT | 2025-12-10 | $5,467,530 | $3,454,634 | $2,030,851 | $2,012,896 |
| BANK OF AMERICA LT 28% SALE | 2025-03-13 | $180,061 | $81,164 | $98,897 | $98,897 |
| CAPITAL GAIN DIVIDENDS | $46,641 | $46,641 | $46,641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,875,913 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,609 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30,609 | SubtotalAmt |
| Tax Based On Investment Income | $30,609 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $33,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,191 | OverpaymentAmt |
| Applied To ES Tax | $3,191 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCNY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7163205837 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 HOPKINS ROAD | AddressLine1Txt |
| City | WILLIAMSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT M CHUR | ||||||||
| 815 HOPKINS ROAD | WILLIAMSVILLE | NY | 14221 | PRESIDENT / DIRECTOR | 1.0 | $0 | $0 | $0 |
| DON HENRY | ||||||||
| 815 HOPKINS ROAD | WILLIAMSVILLE | NY | 14221 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| KELLY HENRY | ||||||||
| 815 HOPKINS ROAD | WILLIAMSVILLE | NY | 14221 | Secretary / DIRECTOR | 1.0 | $0 | $0 | $0 |
| CARLA SUERO | ||||||||
| 815 HOPKINS ROAD | WILLIAMSVILLE | NY | 14221 | Treasurer / Director | 1.0 | $0 | $0 | $0 |
| Terry Suero | ||||||||
| 815 HOPKINS ROAD | WILLIAMSVILLE | NY | 14221 | Director | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merrill Lynch | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 American Boulevard | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Managemen | ServiceTypeTxt |
| Compensation | $99,968 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,944,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,036,771 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,036,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $285,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,751,219 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $937,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $937,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,609 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,609 | TotalTaxAmt |
| Distributable Before Adj | $906,952 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $906,952 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $906,952 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $597,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $597,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $906,952 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $596,912 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $597,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $596,912 | AppliedToYear1Amt |
| Applied To Current Year | $188 | 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 |
| Undistributed Income CY | $906,764 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT M CHUR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMHERST MEALS ON WHEELS | ||||||
| 370 AUDUBON PARKWAY | AMHERST | NY | 14228 | PC | CHARITABLE | $6,000 |
| BOYS & GIRLS CLUBS OF BUF | ||||||
| 282 BABCOCK STREET | BUFFALO | NY | 14210 | PC | Charitable | $15,000 |
| BUFFALO CITY MISSION | ||||||
| 100 E TUPPER ST | Buffalo | NY | 14203 | PC | CHARITABLE | $5,000 |
| Buffalo Dream center | ||||||
| 286 Lafayette ave | Buffalo | NY | 14213 | PC | CHARITABLE | $20,000 |
| DAEMEN COLLEGE | ||||||
| 4380 Main Street | AmheRST | NY | 14226 | PC | CHARITABLE | $20,000 |
| GiGi's Playhouse | ||||||
| 326 Kenmore Ave | Buffalo | NY | 14223 | PC | Charitable | $15,000 |
| Niagara Gospel Mission | ||||||
| 1317 Portage Road | Niagara Falls | NY | 14301 | PC | Charitable | $25,000 |
| Hearts and Hands Faith in Action | ||||||
| 2057 Genesee Street | Buffalo | NY | 14211 | PC | Charitable | $22,500 |
| Potter's Hands Foundation | ||||||
| PO Box 1564 | Corning | NY | 14830 | PC | Charitable | $25,000 |
| Mercy Care of the Adirondacks | ||||||
| 185 Old Military Road | Lake Placid | NY | 12946 | PC | Charitable | $20,000 |
| Rural Outreach Center | ||||||
| 730 Olean Road | East Aurora | NY | 14052 | PC | Charitable | $20,000 |
| Sucede - Home | ||||||
| 290 Cranewood Drive | Key Biscayne | FL | 33149 | PC | Charitable | $28,000 |
| PUNT Pediatric Cancer Collaborative Inc | ||||||
| 505 Ellicott Street | Buffalo | NY | 14203 | PC | Charitable | $20,000 |
| Salvation Army | ||||||
| 960 Main Street | Buffalo | NY | 14202 | PC | Charitable | $40,000 |
| Sucede - School | ||||||
| 290 Cranewood Drive | Key Biscayne | FL | 14052 | PC | Charitable | $26,900 |
| The Summit Center | ||||||
| 150 Stahl Road | Getzville | NY | 14068 | PC | Charitable | $42,000 |
| WNY Women's Foundation | ||||||
| 741 Main Street | Buffalo | NY | 14203 | PC | Chartiable | $10,000 |
| Great Falls Council Scouting America | ||||||
| 102 S Main Street | Oakfield | NY | 14125 | PC | Chartiable | $10,000 |
| Sucede | ||||||
| 290 Cranewood Drive | Key Biscayne | FL | 14052 | PC | Charitable | $10,000 |
| Butler University | ||||||
| 4600 Sunset Ave | Indianapolis | IN | 46208 | PC | Charitable | $10,000 |
| Cornell Cooperative Extension of Erie County | ||||||
| 21 S Grove Street | East Aurora | NY | 14052 | PC | Chartiable | $41,700 |
| Crooked Creek Food Pantry Inc | ||||||
| N Michigan Road | Indianapolis | IN | 46268 | PC | Charitable | $20,000 |
| Feedmore WNY | ||||||
| 100 James E Casey Dr | Buffalo | NY | 14206 | PC | Charitable | $50,000 |
| OLV Charities | ||||||
| 767 Ridge Road | Lackawanna | NY | 14218 | PC | Charitable | $75,000 |
| The Trading Post | ||||||
| 38 Franklin Street | Springville | NY | 14141 | PC | Charitable | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $597,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,386 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $351,171 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,875,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,302,470 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,302,470 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH SECURITIES | StockNm |
| EOY Book Value | $20,110,047 | EOYBookValueAmt |
| EOYFMV | $20,110,047 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $3,285 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $186 | $186 |
| DUES | $1,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $303,358 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $99,968 | $99,968 |
| AGENT FEES | $210 | $210 |
| CONSULTANT EXPENSE | $12,857 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX | $5,144 |
| NIIT ESTIMATES PAID | $62,059 |