Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
THE BAIRD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)936 DELAWARE AVENUE NO 207
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUFFALO, NY14209
A Employer identification number

16-6023080
B Telephone number (see instructions)

(716) 883-2428
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$11,011,926
J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 47,118 47,118  
4 Dividends and interest from securities... 184,318 184,318  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 518,502
b Gross sales price for all assets on line 6a 1,361,079
7 Capital gain net income (from Part IV, line 2)... 518,502
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 119,114 119,114  
12 Total. Add lines 1 through 11........ 869,052 869,052  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,901 12,980   51,921
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 16,631 3,326   13,305
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 23,368 11,684   11,684
c Other professional fees (attach schedule).... 78,275 49,632   28,643
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,033 0   250
19 Depreciation (attach schedule) and depletion... 1,602 0  
20 Occupancy.............. 18,150 3,630   14,520
21 Travel, conferences, and meetings....... 2,909 0   2,909
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 26,328 5,328   21,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 239,197 86,580   144,232
25 Contributions, gifts, grants paid....... 497,981 497,981
26 Total expenses and disbursements. Add lines 24 and 25 737,178 86,580   642,213
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 131,874
b Net investment income (if negative, enter -0-) 782,472
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,101 10,603 10,603
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet19,699
Less: allowance for doubtful accounts bullet   19,892 19,699 19,699
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,449,328 Click to see attachment7,447,717 7,366,166
c Investments—corporate bonds (attach schedule)....... 1,002,128 Click to see attachment2,074,717 2,074,843
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,271,749 Click to see attachment1,535,706 1,535,706
14 Land, buildings, and equipment: basis bullet50,601
Less: accumulated depreciation (attach schedule) bullet45,692 5,431 Click to see attachment4,909 4,909
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,752,629 11,093,351 11,011,926
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 9,752,629 11,093,351
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,752,629 11,093,351
30 Total liabilities and net assets/fund balances (see instructions). 9,752,629 11,093,351
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,752,629
2
Enter amount from Part I, line 27a .....................
2
131,874
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,540,944
4
Add lines 1, 2, and 3 ..........................
4
11,425,447
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
332,096
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,093,351
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a ABBVIE INC CMN (00287Y109) P 2018-12-20 2019-02-05
b ADOBE INC CMN (00724F101) P 2018-12-20 2019-02-05
c AKAMAI TECHNOLOGIES, INC. CMN (00971T101) P 2018-12-20 2019-02-05
d ALLERGAN PUBLIC LIMITED COMPAN CMN (G0177J108) P 2018-12-20 2019-02-05
e ALLIANCE DATA SYSTEMS CORPORAT CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
ALLIANT ENERGY CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
ALLSTATE CORPORATION COMMON STOCK (020002101) P 2018-12-20 2019-02-05
AMGEN INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
ARCHER-DANIELS-MIDLAND COMPANY CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
AVERY DENNISON CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
BAKER HUGHES CO CMN (05722G100) P 2018-12-20 2019-02-05
BANK OF AMERICA CORP CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
BAXTER INTERNATIONAL INC CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
BEST BUY CO INC CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
BORGWARNER INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
BRISTOL-MYERS SQUIBB COMPANY CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
BROWN FORMAN CORP CL B CMN CLASS B (XXX-XX-XXXX) P 2018-12-20 2019-02-05
CAPITAL ONE FINANCIAL CORP CMN (14040H105) P 2018-12-20 2019-02-05
CARNIVAL CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
CBOE GLOBAL MARKETS, INC CMN (12503M108) P 2018-12-20 2019-02-05
CELGENE CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
CITIGROUP INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
CMS ENERGY CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
COMERICA INCORPORATED CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
DARDEN RESTAURANTS, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
DELTA AIR LINES, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
DUKE ENERGY CORPORATION CMN (26441C204) P 2018-12-20 2019-02-05
DUKE REALTY CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
ESTEE LAUDER COS INC CL-A CMN CLASS A (XXX-XX-XXXX) P 2018-12-20 2019-02-05
EVERSOURCE ENERGY CMN (30040W108) P 2018-12-20 2019-02-05
EXPEDIA GROUP INC CMN (30212P303) P 2018-12-20 2019-02-05
GAP INC CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
HARLEY-DAVIDSON INC CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
HARTFORD FINANCIAL SRVCS GROUP CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
HEWLETT PACKARD ENTERPRISE CO CMN (42824C109) P 2018-12-20 2019-02-05
INCYTE CORPORATION CMN (45337C102) P 2018-12-20 2019-02-05
INTERNATIONAL PAPER CO. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
J. M. SMUCKER COMPANY (THE) CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
KELLOGG COMPANY CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
KIMBERLY-CLARK CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
KOHL'S CORP (WISCONSIN) CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
MARRIOTT INTERNATIONAL, INC CMN CLASS A P 2018-12-20 2019-02-05
MATTEL, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
MCKESSON CORPORATION CMN (58155Q103) P 2018-12-20 2019-02-05
MERCK & CO., INC. CMN (58933Y105) P 2018-12-20 2019-02-05
MICRON TECHNOLOGY, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
MOHAWK INDUSTRIES INC COMMON STOCK (XXX-XX-XXXX) P 2018-12-20 2019-02-05
MORGAN STANLEY CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
NISOURCE INC. CMN (65473P105) P 2018-12-20 2019-02-05
NRG ENERGY, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
ORACLE CORPORATION CMN (68389X105) P 2018-12-20 2019-02-05
PINNACLE WEST CAPITAL CORP CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
PVH CORP CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
QUEST DIAGNOSTICS INCORPORATED CMN (74834L100) P 2018-12-20 2019-02-05
ROYAL CARIBBEAN CRUISES LTD ISIN: LR0008862868 P 2018-12-20 2019-02-05
SEAGATE TECHNOLOGY PLC CMN (G7945M107) P 2018-12-20 2019-02-05
SOUTHWEST AIRLINES CO CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
STANLEY BLACK & DECKER, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
TE CONNECTIVITY LTD CMN (H84989104) P 2018-12-20 2019-02-05
TEXAS INSTRUMENTS INC. CMN (XXX-XX-XXXX) P 2018-06-20 2019-02-05
THE GOODYEAR TIRE & RUBBER CO. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
THE TRAVELERS COMPANIES, INC CMN (89417E109) P 2018-12-20 2019-02-05
TIFFANY & CO CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
UNITED RENTALS, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
XCEL ENERGY INC. CMN (98389B100) P 2018-12-20 2019-02-05
XEROX CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-05
XYLEM INC. CMN (98419M100) P 2018-12-20 2019-02-05
ALLIANT ENERGY CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
AMEREN CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
AMERICAN EXPRESS CO. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
APTIV PLC CMN (G6095L109) P 2019-02-05 2019-02-12
BAKER HUGHES CO CMN (05722G100) P 2018-12-20 2019-02-12
BANK OF AMERICA CORP CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
CAPITAL ONE FINANCIAL CORP CMN (14040H105) P 2018-12-20 2019-02-12
CARDINAL HEALTH, INC. CMN (14149Y108) P 2018-12-20 2019-02-12
CARNIVAL CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
CITIGROUP INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
DXC TECHNOLOGY COMPANY CMN (23355L106) P 2018-12-20 2019-02-12
EQUITY RESIDENTIAL CMN (29476L107) P 2018-12-20 2019-02-12
EVERSOURCE ENERGY CMN (30040W108) P 2018-12-20 2019-02-12
HANESBRANDS INC. CMN (XXX-XX-XXXX) P 2019-02-05 2019-02-12
HARLEY-DAVIDSON INC CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
HEWLETT PACKARD ENTERPRISE CO CMN (42824C109) P 2018-12-20 2019-02-12
INTEL CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
INTERNATIONAL PAPER CO. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
KELLOGG COMPANY CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
KIMBERLY-CLARK CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
MACERICH COMPANY CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
MACY'S INC. CMN (55616P104) P 2018-12-20 2019-02-12
MARSH & MCLENNAN CO INC CMN (XXX-XX-XXXX) P 2019-02-05 2019-02-12
MGM RESORTS INTERNATIONAL CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
MICRON TECHNOLOGY, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
MONDELEZ INTERNATIONAL, INC. CMN (XXX-XX-XXXX) P 2018-10-31 2019-02-12
MOODY'S CORPORATION CMN (XXX-XX-XXXX) P 2019-02-05 2019-02-12
NIELSEN HLDGS PLC CMN (G6518L108) P 2018-12-20 2019-02-12
NISOURCE INC. CMN (65473P105) P 2018-12-20 2019-02-12
ORACLE CORPORATION CMN (68389X105) P 2018-12-20 2019-02-12
PHILLIPS 66 CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
PINNACLE WEST CAPITAL CORP CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
TEXAS INSTRUMENTS INC. CMN (XXX-XX-XXXX) P 2018-06-20 2019-02-12
THE TRAVELERS COMPANIES, INC CMN (89417E109) P 2018-12-20 2019-02-12
WELLTOWER INC. CMN (95040Q104) P 2019-02-05 2019-02-12
XCEL ENERGY INC. CMN (98389B100) P 2018-12-20 2019-02-12
XEROX CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-02-12
XYLEM INC. CMN (98419M100) P 2018-12-20 2019-02-12
AGILENT TECHNOLOGIES, INC. CMN (00846U101) P 2018-12-20 2019-03-15
AMERICAN AIRLINES GROUP INC CMN (02376R102) P 2018-12-20 2019-03-15
APPLIED MATERIALS INC CMN (XXX-XX-XXXX) P 2019-02-05 2019-03-15
AVERY DENNISON CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-03-15
BOSTON SCIENTIFIC CORP. COMMON STOCK (XXX-XX-XXXX) P 2019-02-05 2019-03-15
BOSTON SCIENTIFIC CORP. COMMON STOCK (XXX-XX-XXXX) P 2018-12-20 2019-03-15
CITIGROUP INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-03-15
COVETRUS INC CMN (22304C100) P 2019-02-05 2019-03-15
COVETRUS INC CMN (22304C100) P 2018-12-20 2019-03-15
DELTA AIR LINES, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-03-15
DXC TECHNOLOGY COMPANY CMN (23355L106) P 2018-12-20 2019-03-15
ESTEE LAUDER COS INC CL-A CMN CLASS A (XXX-XX-XXXX) P 2018-12-20 2019-03-15
FRANKLIN RESOURCES INC CMN (XXX-XX-XXXX) P 2018-12-20 2019-03-15
HCA HEALTHCARE, INC CMN (40412C101) P 2019-02-05 2019-03-15
HCA HEALTHCARE, INC CMN (40412C101) P 2018-12-20 2019-03-15
HENRY SCHEIN INC COMMON STOCK (XXX-XX-XXXX) P 2019-02-05 2019-03-15
HENRY SCHEIN INC COMMON STOCK (XXX-XX-XXXX) P 2018-12-20 2019-03-15
HEWLETT PACKARD ENTERPRISE CO CMN (42824C109) P 2018-12-20 2019-03-15
INVESCO LTD. CMN (G491BT108) P 2018-12-20 2019-03-15
L BRANDS, INC. CMN (XXX-XX-XXXX) P 2019-02-05 2019-03-15
LAM RESEARCH CORPORATION CMN (XXX-XX-XXXX) P 2019-02-05 2019-03-15
LIVENT CORPORATION CMN (53814L108) P 2019-02-12 2019-03-15
LIVENT CORPORATION CMN (53814L108) P 2019-02-05 2019-03-15
LIVENT CORPORATION CMN (53814L108) P 2018-12-20 2019-03-15
MARATHON PETROLEUM CORPORATION CMN (56585A102) P 2018-09-24 2019-03-15
MATTEL, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-03-15
NEWELL BRANDS INC CMN (XXX-XX-XXXX) P 2018-12-20 2019-03-15
NIELSEN HLDGS PLC CMN (G6518L108) P 2018-12-20 2019-03-15
NISOURCE INC. CMN (65473P105) P 2018-12-20 2019-03-15
ORACLE CORPORATION CMN (68389X105) P 2018-12-20 2019-03-15
PERRIGO CO PLC CMN (G97822103) P 2018-12-20 2019-03-15
PPG INDUSTRIES, INC. CMN (XXX-XX-XXXX) P 2019-02-05 2019-03-15
PPG INDUSTRIES, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-03-15
SUNTRUST BANKS INC CMN (XXX-XX-XXXX) P 2019-02-12 2019-03-15
THE BANK OF NY MELLON CORP CMN (XXX-XX-XXXX) P 2019-02-05 2019-03-15
THE GOODYEAR TIRE & RUBBER CO. CMN (XXX-XX-XXXX) P 2018-12-20 2019-03-15
UNION PACIFIC CORP. CMN (XXX-XX-XXXX) P 2019-02-12 2019-03-15
VENTAS, INC. CMN (92276F100) P 2019-02-05 2019-03-15
WESTINGHOUSE AIR BRAKE TECHNOL CMN (XXX-XX-XXXX) P 2019-02-26 2019-03-15
XCEL ENERGY INC. CMN (98389B100) P 2018-12-20 2019-03-15
TWENTY-FIRST CENTURY FOX, INC. CMN CLASS A P 2018-12-20 2019-03-19
TWENTY-FIRST CENTURY FOX, INC. CMN CLASS B P 2018-12-20 2019-03-19
ACCENTURE PLC CMN CLASS A (G1151C101) P 2019-06-24 2019-09-20
ALLIANCE DATA SYSTEMS CORPORAT CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
ALLSTATE CORPORATION COMMON STOCK (020002101) P 2019-03-15 2019-09-20
AMEREN CORPORATION CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
AMERICAN WATER WORKS CO, INC. CMN (XXX-XX-XXXX) P 2019-08-19 2019-09-20
AMERIPRISE FINANCIAL, INC. CMN (03076C106) P 2019-03-15 2019-09-20
AMERIPRISE FINANCIAL, INC. CMN (03076C106) P 2018-12-20 2019-09-20
AMGEN INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
APPLE INC. CMN (XXX-XX-XXXX) P 2019-06-10 2019-09-20
APPLE INC. CMN (XXX-XX-XXXX) P 2019-04-04 2019-09-20
APPLE INC. CMN (XXX-XX-XXXX) P 2019-06-24 2019-09-20
APPLE INC. CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
APPLIED MATERIALS INC CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
APPLIED MATERIALS INC CMN (XXX-XX-XXXX) P 2019-02-05 2019-09-20
AUTODESK, INC. CMN (XXX-XX-XXXX) P 2019-06-10 2019-09-20
BANK OF AMERICA CORP CMN (XXX-XX-XXXX) P 2019-06-24 2019-09-20
BANK OF AMERICA CORP CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
BIOGEN INC. CMN (09062X103) P 2018-12-20 2019-09-20
BOSTON PROPERTIES, INC. COMMON STOCK (XXX-XX-XXXX) P 2018-12-20 2019-09-20
CAMPBELL SOUP CO CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
CARDINAL HEALTH, INC. CMN (14149Y108) P 2018-12-20 2019-09-20
CARNIVAL CORPORATION CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
CATERPILLAR INC (DELAWARE) CMN (XXX-XX-XXXX) P 2019-02-12 2019-09-20
CATERPILLAR INC (DELAWARE) CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
CATERPILLAR INC (DELAWARE) CMN (XXX-XX-XXXX) P 2019-06-24 2019-09-20
CHARLES SCHWAB CORPORATION CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
CHARLES SCHWAB CORPORATION CMN (XXX-XX-XXXX) P 2019-02-05 2019-09-20
CITIGROUP INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
CMS ENERGY CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
COMERICA INCORPORATED CMN (XXX-XX-XXXX) P 2019-04-04 2019-09-20
COMERICA INCORPORATED CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
DAVITA INC CMN (23918K108) P 2018-12-20 2019-09-20
DELTA AIR LINES, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
EBAY INC. CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
ECOLAB INC. CMN (XXX-XX-XXXX) P 2019-06-10 2019-09-20
ECOLAB INC. CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
EQUITY RESIDENTIAL CMN (29476L107) P 2018-12-20 2019-09-20
FIFTH THIRD BANCORP CMN (XXX-XX-XXXX) P 2019-04-04 2019-09-20
GENERAL MOTORS COMPANY CMN (37045V100) P 2019-02-05 2019-09-20
GENERAL MOTORS COMPANY CMN (37045V100) P 2019-02-12 2019-09-20
GENERAL MOTORS COMPANY CMN (37045V100) P 2019-03-15 2019-09-20
HEWLETT PACKARD ENTERPRISE CO CMN (42824C109) P 2018-12-20 2019-09-20
HOWMET AEROSPACE INC. CMN (03965L100) P 2019-03-15 2019-09-20
HP INC. CMN (40434L105) P 2018-12-20 2019-09-20
HP INC. CMN (40434L105) P 2019-02-05 2019-09-20
HUNTINGTON BANCSHARES INCORPOR CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
INTEL CORPORATION CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
INTERNATIONAL PAPER CO. CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
INTL BUSINESS MACHINES CORP CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
JOHNSON CONTROLS INTERNATIONAL CMN (G51502105) P 2019-03-15 2019-09-20
JOHNSON CONTROLS INTERNATIONAL CMN (G51502105) P 2018-12-20 2019-09-20
JPMORGAN CHASE & CO CMN (46625H100) P 2019-03-15 2019-09-20
JPMORGAN CHASE & CO CMN (46625H100) P 2019-06-24 2019-09-20
KEYCORP CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
KEYCORP CMN (XXX-XX-XXXX) P 2019-02-05 2019-09-20
KLA CORP CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
KOHL'S CORP (WISCONSIN) CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
KONTOOR BRANDS, INC. CMN (50050N103) P 2018-12-20 2019-09-20
LAM RESEARCH CORPORATION CMN (XXX-XX-XXXX) P 2019-04-04 2019-09-20
LAM RESEARCH CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
LINCOLN NATL.CORP.INC. CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
LINDE PLC CMN (G5494J103) P 2019-03-15 2019-09-20
LOWES COMPANIES INC CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
MACERICH COMPANY CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
MACERICH COMPANY CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
MARATHON PETROLEUM CORPORATION CMN (56585A102) P 2018-09-24 2019-09-20
MATTEL, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
MCKESSON CORPORATION CMN (58155Q103) P 2019-03-15 2019-09-20
MCKESSON CORPORATION CMN (58155Q103) P 2018-12-20 2019-09-20
MICRON TECHNOLOGY, INC. CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
MICRON TECHNOLOGY, INC. CMN (XXX-XX-XXXX) P 2019-04-04 2019-09-20
MICROSOFT CORPORATION CMN (XXX-XX-XXXX) P 2019-06-24 2019-09-20
MOHAWK INDUSTRIES INC COMMON STOCK (XXX-XX-XXXX) P 2019-03-15 2019-09-20
MOODY'S CORPORATION CMN (XXX-XX-XXXX) P 2019-02-05 2019-09-20
NEWS CORPORATION CMN CLASS A (65249B109) P 2019-03-15 2019-09-20
NORFOLK SOUTHERN CORP CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
NORTHERN TRUST CORP CMN (XXX-XX-XXXX) P 2019-04-04 2019-09-20
NORTONLIFELOCK INC. CMN (XXX-XX-XXXX) P 2019-02-05 2019-09-20
NORTONLIFELOCK INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
NRG ENERGY, INC. CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
NRG ENERGY, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
OMNICOM GROUP CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
PINNACLE WEST CAPITAL CORP CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
PNC FINANCIAL SERVICES GROUP, CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
PNC FINANCIAL SERVICES GROUP, CMN (XXX-XX-XXXX) P 2019-02-12 2019-09-20
PROLOGIS INC CMN (74340W103) P 2019-03-15 2019-09-20
PRUDENTIAL FINANCIAL INC CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
RALPH LAUREN CORP CMN CLASS A (XXX-XX-XXXX) P 2018-12-20 2019-09-20
REGIONS FINANCIAL CORPORATION CMN (7591EP100) P 2019-02-12 2019-09-20
REGIONS FINANCIAL CORPORATION CMN (7591EP100) P 2019-03-15 2019-09-20
ROCKWELL AUTOMATION INC CMN (XXX-XX-XXXX) P 2019-06-24 2019-09-20
ROSS STORES,INC CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
S&P GLOBAL INC. CMN (78409V104) P 2019-02-05 2019-09-20
SEAGATE TECHNOLOGY PLC CMN (G7945M107) P 2018-12-20 2019-09-20
SEMPRA ENERGY CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
SIMON PROPERTY GROUP INC CMN (XXX-XX-XXXX) P 2019-02-05 2019-09-20
SL GREEN REALTY CORP CMN (78440X101) P 2019-02-05 2019-09-20
SL GREEN REALTY CORP CMN (78440X101) P 2019-03-15 2019-09-20
SOUTHWEST AIRLINES CO CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
STARBUCKS CORP. CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
STATE STREET CORPORATION (NEW) CMN (XXX-XX-XXXX) P 2019-02-05 2019-09-20
TARGET CORPORATION CMN (87612E106) P 2019-03-15 2019-09-20
THE BANK OF NY MELLON CORP CMN (XXX-XX-XXXX) P 2019-02-05 2019-09-20
THE HOME DEPOT, INC. CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
THE HOME DEPOT, INC. CMN (XXX-XX-XXXX) P 2019-02-12 2019-09-20
THE HOME DEPOT, INC. CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
TJX COMPANIES INC (NEW) CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
U.S. BANCORP CMN (XXX-XX-XXXX) P 2019-02-05 2019-09-20
U.S. BANCORP CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
UNITED RENTALS, INC. CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
UNITEDHEALTH GROUP INCORPORATE CMN (91324P102) P 2019-02-05 2019-09-20
UNUM GROUP CMN (91529Y106) P 2018-12-20 2019-09-20
UNUM GROUP CMN (91529Y106) P 2019-02-05 2019-09-20
VIACOM INC CMN CLASS B (92553P201) P 2019-03-15 2019-09-20
VISA INC. CMN CLASS A (92826C839) P 2019-06-24 2019-09-20
VISA INC. CMN CLASS A (92826C839) P 2019-06-10 2019-09-20
WALT DISNEY COMPANY (THE) CMN (XXX-XX-XXXX) P 2019-02-05 2019-09-20
WALT DISNEY COMPANY (THE) CMN (XXX-XX-XXXX) P 2019-03-15 2019-09-20
WALT DISNEY COMPANY (THE) CMN (XXX-XX-XXXX) P 2018-12-20 2019-09-20
WASTE MANAGEMENT INC CMN (94106L109) P 2019-03-15 2019-09-20
WEC ENERGY GROUP, INC. CMN (92939U106) P 2019-08-19 2019-09-20
XEROX HOLDINGS CORP CMN (98421M106) P 2018-12-20 2019-09-20
XEROX HOLDINGS CORP CMN (98421M106) P 2019-03-15 2019-09-20
CELGENE CORPORATION CMN (XXX-XX-XXXX) P 2019-03-15 2019-11-21
CELGENE CORPORATION CMN (XXX-XX-XXXX) P 2019-09-20 2019-11-21
CELGENE CORPORATION CMN (XXX-XX-XXXX) P 2018-12-20 2019-11-21
RTS/BRISTOL-MYERS SQUIBB COMPA EXP03/31/2021 P 2019-11-21 2019-11-26
RTS/BRISTOL-MYERS SQUIBB COMPA EXP03/31/2021 P 2019-11-21 2019-11-26
RTS/BRISTOL-MYERS SQUIBB COMPA EXP03/31/2021 P 2019-11-21 2019-11-26
RTS/BRISTOL-MYERS SQUIBB COMPA EXP03/31/2021 P 2019-11-21 2019-11-26
ABBOTT LABORATORIES CMN (XXX-XX-XXXX) P 2012-04-09 2019-02-05
AMERICAN TOWER CORPORATION CMN (03027X100) P 2011-01-25 2019-02-05
APPLE INC. CMN (XXX-XX-XXXX) P 2017-11-14 2019-02-05
CISCO SYSTEMS, INC. CMN (17275R102) P 2017-05-18 2019-02-05
CISCO SYSTEMS, INC. CMN (17275R102) P 2016-11-15 2019-02-05
COMCAST CORPORATION CMN CLASS A VOTING P 2017-08-30 2019-02-05
DUPONT DE NEMOURS, INC. CMN (26078J100) P 2015-10-08 2019-02-05
ELI LILLY & CO CMN (XXX-XX-XXXX) P 2016-06-16 2019-02-05
EMERSON ELECTRIC CO. CMN (XXX-XX-XXXX) P 2017-05-16 2019-02-05
METLIFE, INC. CMN (59156R108) P 2017-04-25 2019-02-05
NORTHERN TRUST CORP CMN (XXX-XX-XXXX) P 2017-11-16 2019-02-05
PFIZER INC. CMN (XXX-XX-XXXX) P 2014-09-17 2019-02-05
ROSS STORES,INC CMN (XXX-XX-XXXX) P 2017-09-21 2019-02-05
WELLS FARGO & CO (NEW) CMN (XXX-XX-XXXX) P 2016-08-16 2019-02-05
ALPHABET INC. CMN CLASS A (02079K305) P 2015-01-14 2019-02-12
CISCO SYSTEMS, INC. CMN (17275R102) P 2017-05-18 2019-02-12
EMERSON ELECTRIC CO. CMN (XXX-XX-XXXX) P 2017-05-16 2019-02-12
METLIFE, INC. CMN (59156R108) P 2017-04-25 2019-02-12
NORTHERN TRUST CORP CMN (XXX-XX-XXXX) P 2017-11-16 2019-02-12
ROSS STORES,INC CMN (XXX-XX-XXXX) P 2017-09-21 2019-02-12
WELLS FARGO & CO (NEW) CMN (XXX-XX-XXXX) P 2016-08-16 2019-02-12
EMERSON ELECTRIC CO. CMN (XXX-XX-XXXX) P 2017-05-16 2019-03-15
METLIFE, INC. CMN (59156R108) P 2017-04-25 2019-03-15
NORTHERN TRUST CORP CMN (XXX-XX-XXXX) P 2017-11-16 2019-03-15
PFIZER INC. CMN (XXX-XX-XXXX) P 2014-09-17 2019-03-15
WELLS FARGO & CO (NEW) CMN (XXX-XX-XXXX) P 2016-08-16 2019-03-15
APPLE INC. CMN (XXX-XX-XXXX) P 2017-11-14 2019-09-20
CISCO SYSTEMS, INC. CMN (17275R102) P 2017-05-18 2019-09-20
ELANCO ANIMAL HEALTH INCORPORA CMN (28414H103) P 2016-06-16 2019-09-20
METLIFE, INC. CMN (59156R108) P 2017-04-25 2019-09-20
TEXAS INSTRUMENTS INC. CMN (XXX-XX-XXXX) P 2018-06-20 2019-09-20
UNION PACIFIC CORP. CMN (XXX-XX-XXXX) P 2016-02-12 2019-09-20
WELLS FARGO & CO (NEW) CMN (XXX-XX-XXXX) P 2016-08-16 2019-09-20
JPMORGAN CHASE & CO CMN (46625H100) P 2005-04-25 2019-02-05
NIKE CLASS-B CMN CLASS B (XXX-XX-XXXX) P 2010-04-21 2019-02-05
ALPHABET INC. CMN CLASS A (02079K305) P 2010-06-15 2019-02-12
NIKE CLASS-B CMN CLASS B (XXX-XX-XXXX) P 2010-04-21 2019-02-12
DUPONT DE NEMOURS, INC. CMN (26078J100) P   2019-04-22
GENERAL ELECTRIC CO CMN (XXX-XX-XXXX) P   2019-04-22
LIVENT CORPORATION CMN (53814L108) P   2019-04-22
DUPONT DE NEMOURS INC CMN (26614N102) P   2019-06-03
VF CORP CMN (XXX-XX-XXXX) P   2019-07-09
SOCIETE GENERALE UNKEO TO BASKET OF P 2017-06-15 2019-06-20
UBS AG LINKED TO BASKET OF INDICES UPSIDE P 2017-06-15 2019-06-20
URS AG LINKED TO S&P 500 INDEX UPSIDE P 2017-06-15 2019-06-20
UBS AG LINKED TO BASKET OF INOICES UPSIDE P 2017-10-10 2019-10-16
AGI LENTTECHNOI OGIES, INC. !I_TJ% 07/15/2020 P 2019-01-11 2019-09-17
CAPITAL GAIN DISTRIBUTION P   2019-12-31
PCM K-1 S-T CAPITAL LOSS P   2019-12-31
PCM K-1 L-T CAPITAL LOSS P   2019-12-31
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 80   85 -5
b 255   219 36
c 136   125 11
d 138   136 2
e 363   308 55
488   482 6
356   319 37
188   185 3
84   82 2
314   260 54
75   62 13
547   458 89
72   63 9
179   151 28
205   170 35
100   100 0
524   505 19
162   149 13
59   50 9
95   97 -2
264   193 71
1,149   940 209
104   102 2
80   67 13
108   99 9
51   51 0
796   793 3
30   27 3
304   250 54
347   336 11
126   114 12
151   150 1
37   33 4
435   383 52
48   38 10
81   62 19
234   198 36
105   95 10
118   115 3
561   570 -9
136   120 16
234   208 26
74   60 14
132   110 22
617   588 29
354   282 72
381   346 35
424   389 35
26   26 0
203   191 12
3,484   3,141 343
88   90 -2
112   90 22
437   410 27
118   97 21
135   110 25
347   282 65
130   116 14
245   215 30
1,023   1,144 -121
126   122 4
631   587 44
90   78 12
129   101 28
262   257 5
145   98 47
141   128 13
225   219 6
140   134 6
107   96 11
77   79 -2
25   21 4
29   24 5
80   74 6
55   45 10
57   50 7
125   104 21
67   53 14
145   136 9
141   134 7
19   16 3
36   33 3
32   25 7
50   46 4
47   40 7
113   115 -2
116   114 2
44   42 2
25   29 -4
91   92 -1
29   23 6
40   31 9
143   125 18
163   163 0
26   24 2
27   26 1
51   46 5
94   83 11
90   90 0
106   114 -8
127   117 10
77   77 0
588   565 23
30   20 10
146   128 18
162   130 32
189   191 -2
323   313 10
220   173 47
362   340 22
15,480   12,803 2,677
261   209 52
34   35 -1
517   662 -145
51   51 0
131   105 26
10,090   7,740 2,350
33   29 4
132   140 -8
9,926   8,985 941
119   124 -5
2,312   2,348 -36
64   51 13
336   277 59
80   81 -1
182   174 8
13   11 2
25   23 2
415   350 65
121   171 -50
43   30 13
218   281 -63
27   24 3
251   237 14
38,432   33,539 4,893
48   52 -4
330   321 9
7,372   6,503 869
128   131 -3
797   789 8
1,163   1,323 -160
165   167 -2
125   129 -4
925   1,015 -90
169   154 15
3,995   3,727 268
1,850   1,747 103
193   186 7
260   308 -48
324   285 39
79   73 6
123   124 -1
146   129 17
437   313 124
1,182   1,110 72
218   193 25
653   588 65
871   799 72
3,919   3,350 569
51   31 20
153   117 36
153   167 -14
444   424 20
4,024   3,278 746
716   876 -160
520   460 60
281   226 55
96   91 5
96   113 -17
128   133 -5
256   243 13
384   402 -18
86   91 -5
171   186 -15
1,526   1,149 377
442   358 84
264   305 -41
858   865 -7
540   460 80
293   255 38
605   545 60
196   199 -3
588   523 65
170   136 34
390   371 19
75   79 -4
75   78 -3
262   267 -5
548   481 67
107   76 31
92   100 -8
148   182 -34
230   186 44
659   706 -47
81   91 -10
142   113 29
132   108 24
1,273   885 388
476   426 50
476   439 37
18   14 4
231   213 18
155   120 35
98   120 -22
440   379 61
235   193 42
471   257 214
243   251 -8
194   176 18
444   401 43
97   126 -29
130   164 -34
165   257 -92
1,055   934 121
147   119 28
147   110 37
49   40 9
147   129 18
279   275 4
123   129 -6
642   488 154
111   101 10
180   146 34
94   95 -1
96   91 5
215   176 39
117   126 -9
195   191 4
234   226 8
97   90 7
141   130 11
141   123 18
422   358 64
534   576 -42
186   199 -13
80   77 3
686   677 9
162   161 1
105   90 15
506   390 116
157   110 47
284   249 35
155   184 -29
81   93 -12
163   181 -18
109   103 6
1,261   989 272
180   213 -33
107   77 30
186   210 -24
225   164 61
225   186 39
1,573   1,276 297
110   104 6
166   154 12
166   156 10
126   120 6
466   533 -67
324   312 12
353   416 -63
75   84 -9
174   174 0
174   171 3
529   451 78
1,190   1,035 155
4,232   3,424 808
115   101 14
281   273 8
30   20 10
178   190 -12
326   265 61
544   497 47
21,851   12,953 8,898
6   7 -1
11   12 -1
197   212 -15
232   251 -19
366   147 219
345   103 242
2,438   2,417 21
284   187 97
756   499 257
297   325 -28
814   659 155
482   295 187
602   527 75
588   616 -28
988   1,035 -47
379   273 106
466   305 161
1,478   1,453 25
43,975   19,650 24,325
48   31 17
68   59 9
222   237 -15
184   188 -4
95   61 34
98   97 1
12,051   10,483 1,568
91   95 -4
475   470 5
1,379   1,001 378
507   484 23
8,056   6,389 1,667
1,587   997 590
4,459   2,658 1,801
2,135   2,133 2
127   114 13
333   155 178
1,070   1,066 4
1,245   428 817
414   96 318
15,786   3,436 12,350
85   19 66
19     19
23     23
6     6
      0
4     4
100,000   100,000 0
150,000   150,000 0
175,853   150,000 25,853
150,000   150,000 0
51,158   50,715 443
107,152     107,152
    17,081 -17,081
328,133     328,133
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -5
b       36
c       11
d       2
e       55
      6
      37
      3
      2
      54
      13
      89
      9
      28
      35
      0
      19
      13
      9
      -2
      71
      209
      2
      13
      9
      0
      3
      3
      54
      11
      12
      1
      4
      52
      10
      19
      36
      10
      3
      -9
      16
      26
      14
      22
      29
      72
      35
      35
      0
      12
      343
      -2
      22
      27
      21
      25
      65
      14
      30
      -121
      4
      44
      12
      28
      5
      47
      13
      6
      6
      11
      -2
      4
      5
      6
      10
      7
      21
      14
      9
      7
      3
      3
      7
      4
      7
      -2
      2
      2
      -4
      -1
      6
      9
      18
      0
      2
      1
      5
      11
      0
      -8
      10
      0
      23
      10
      18
      32
      -2
      10
      47
      22
      2,677
      52
      -1
      -145
      0
      26
      2,350
      4
      -8
      941
      -5
      -36
      13
      59
      -1
      8
      2
      2
      65
      -50
      13
      -63
      3
      14
      4,893
      -4
      9
      869
      -3
      8
      -160
      -2
      -4
      -90
      15
      268
      103
      7
      -48
      39
      6
      -1
      17
      124
      72
      25
      65
      72
      569
      20
      36
      -14
      20
      746
      -160
      60
      55
      5
      -17
      -5
      13
      -18
      -5
      -15
      377
      84
      -41
      -7
      80
      38
      60
      -3
      65
      34
      19
      -4
      -3
      -5
      67
      31
      -8
      -34
      44
      -47
      -10
      29
      24
      388
      50
      37
      4
      18
      35
      -22
      61
      42
      214
      -8
      18
      43
      -29
      -34
      -92
      121
      28
      37
      9
      18
      4
      -6
      154
      10
      34
      -1
      5
      39
      -9
      4
      8
      7
      11
      18
      64
      -42
      -13
      3
      9
      1
      15
      116
      47
      35
      -29
      -12
      -18
      6
      272
      -33
      30
      -24
      61
      39
      297
      6
      12
      10
      6
      -67
      12
      -63
      -9
      0
      3
      78
      155
      808
      14
      8
      10
      -12
      61
      47
      8,898
      -1
      -1
      -15
      -19
      219
      242
      21
      97
      257
      -28
      155
      187
      75
      -28
      -47
      106
      161
      25
      24,325
      17
      9
      -15
      -4
      34
      1
      1,568
      -4
      5
      378
      23
      1,667
      590
      1,801
      2
      13
      178
      4
      817
      318
      12,350
      66
      19
      23
      6
      0
      4
      0
      0
      25,853
      0
      443
      107,152
      -17,081
      328,133
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 518,502
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 597,885 10,075,046 0.059343
2017 602,923 9,560,650 0.063063
2016 613,986 9,501,819 0.064618
2015 642,460 10,464,866 0.061392
2014 733,111 10,729,904 0.068324
2
Total of line 1, column (d) .....................
2
0.316740
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.063348
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
9,622,003
5
Multiply line 4 by line 3......................
5
609,535
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,825
7
Add lines 5 and 6........................
7
617,360
8
Enter qualifying distributions from Part XII, line 4,.............
8
642,213
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 7,825
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,825
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,825
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 7,600
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 13,600
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 13,375
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet8,000 RefundedBullet 11 5,375
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMS CATHERINE SCHWEITZER Telephone no.bullet (716) 883-2428

    Located atbullet936 DELAWARE AVENUE SUITE 207BUFFALONY ZIP+4bullet14209
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ARTHUR W CRYER TRUSTEE
    2.00
    0 0 0
    936 DELAWARE AVENUE SUITE 207
    BUFFALO,NY14209
    WILLIAM B IRWIN TRUSTEE
    2.00
    0 0 0
    936 DELAWARE AVENUE SUITE 207
    BUFFALO,NY14209
    CATHERINE F SCHWEITZER EXECUTIVE DIRECTOR
    40.00
    64,901 0 0
    936 DELAWARE AVENUE SUITE 207
    BUFFALO,NY14209
    CYNTHIA B STARK TRUSTEE
    2.00
    0 0 0
    936 DELAWARE AVENUE SUITE 207
    BUFFALO,NY14209
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,587,319
    b
    Average of monthly cash balances.......................
    1b
    75,206
    c
    Fair market value of all other assets (see instructions)................
    1c
    106,006
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,768,531
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,768,531
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    146,528
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,622,003
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    481,100
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    481,100
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    7,825
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
    11,310
    c
    Add lines 2a and 2b............................
    2c
    19,135
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    461,965
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    461,965
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    461,965
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    642,213
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    642,213
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    7,825
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    634,388
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 461,965
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 216,405
    b From 2015...... 129,682
    c From 2016...... 142,053
    d From 2017...... 131,150
    e From 2018...... 101,603
    fTotal of lines 3a through e........ 720,893
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 642,213
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2019 distributable amount..... 461,965
    e Remaining amount distributed out of corpus 180,248
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 901,141
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    216,405
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    684,736
    10 Analysis of line 9:
    a Excess from 2015.... 129,682
    b Excess from 2016.... 142,053
    c Excess from 2017.... 131,150
    d Excess from 2018.... 101,603
    e Excess from 2019.... 180,248
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MS CATHERINE SCHWEITZER
    936 DELAWARE AVENUE SUITE 207
    BUFFALO,NY14209
    (716) 883-2428
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN APPLICATION STATING AMOUNT AND PURPOSE OF REQUEST. INCLUDE 501(C)(3) EXEMPTION, FINANCIAL STATEMENTS, AND LIST OF BOARD OF DIRECTORS. APPLICATION MUST BE SIGNED BY PERSON ON THE GOVERNING BOARD RECEIVING NO COMPENSATION FROM THE ORGANIZATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PREFERENCES TO AWARDS IN THE WESTERN NEW YORK AREA.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    716 SQUASH
    PO BOX 372
    BUFFALO,NY14207
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    A MUSICAL FEAST
    745 LAFAYETTE AVENUE
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    ALGONQUIN CAMPERSHIP FUND
    500 EAST AVENUE
    ROCHESTER,NY14607
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    AMERICAN SNOWSPORTS EDUCATION ASSOCIATION
    133 S VAN GORDON ST
    LAKEWOOD,CO80228
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    ARTS SERVICES INITIATIVE
    2495 MAIN ST SUITE 422
    BUFFALO,NY14214
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    BAR ROOM BUZZARDS
    208 ANSLEY CT
    BUFFALO,NY14224
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    BERKSHIRE SCHOOL
    245 N UNDERMOUNTAIN ROAD
    SHEFFIELD,MA01257
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    BOYS & GIRLS CLUBS OF BUFFALO INC
    282 BABCOCK ST
    BUFFALO,NY14210
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 40,000
    BRISTOL HOME INC
    1500 MAIN ST
    BUFFALO,NY14209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO & ERIE COUNTY PUBLIC LIBRARY
    1 LAFAYETTE SQUARE
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    BUFFALO AND ERIE COUNTY BOTANICAL GARDENS SOCIETY INC
    2655 SOUTH PARK AVE
    BUFFALO,NY14218
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    BUFFALO CITY MISSION
    100 E TUPPER ST
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 21,000
    BUFFALO FINE ARTS ACADEMY
    1285 ELMWOOD AVE
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 750
    BUFFALO GIRLCHOIR
    255 GREAT ARROW AVE SUITE 310/312
    BUFFALO,NY14207
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    BUFFALO GREEN FUND INC
    PO BOX 282
    EAST AMHERST,NY14051
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    BUFFALO HISTORY MUSEUM
    1 MUSEUM CT
    BUFFALO,NY14216
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 9,550
    BUFFALO IMMIGRANT LEADERSHIP TEAM
    2495 MAIN ST SUITE 547
    BUFFALO,NY14214
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    BUFFALO MUSEUM OF SCIENCE
    1020 HUMBOLDT PARKWAY
    BUFFALO,NY14211
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO PHILHARMONIC CHORUS INC
    PO BOX 176
    BUFFALO,NY14207
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC
    786 DELAWARE AVE STE 2
    BUFFALO,NY14209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 70,000
    BUFFALO SEMINARY
    205 BIDWELL PKWY
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,568
    BUFFALO STRING WORKS
    179 ANDERSON PL
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,600
    BURCHFIELD PENNEY ART CENTER
    1300 ELMWOOD AVE
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    CANOPY OF NEIGHBORS
    805 DELAWARE AVE
    BUFFALO,NY14209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    CAROUSEL SOCIETY OF THE NIAGARA FRONTIER INC
    180 THOMPSON ST
    NORTH TONAWANDA,NY14120
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 135
    CENTRAL VERMONT HUMANE SOCIETY
    1589 VT ROUTE 14 S
    EAST MONTPELIER,VT05651
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    CEPA GALLERY
    617 MAIN ST 201
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    CHARACTER DEVELOPMENT INITIATIVE
    65 NIAGARA SQUARE
    BUFFALO,NY14202
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    CITY OF BUFFALO ANIMAL SHELTER
    380 OAK ST
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    CITY YEAR INC
    2495 MAIN ST
    BUFFALO,NY14214
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    CLEAN AIR COALITION OF WESTERN NEW YORK
    52 LINWOOD AVE
    BUFFALO,NY14209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,655
    COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
    2635 FRUITVILLE ROAD
    SARASOTA,FL34237
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 15,000
    COMMUNITY MUSIC SCHOOL OF BUFFALO
    415 ELMWOOD AVE
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    CRIME STOPPERS
    95 FRANKLIN ST
    BUFFALO,NY14202
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,770
    DOUBLE H RANCH INC
    97 HIDDEN VALLEY ROAD
    LAKE LUZERNE,NY12846
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    DOWNEAST COASTAL CONSERVANCY
    6 COLONIAL WAY
    MACHIAS,ME04654
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    DRAGONHEART VT
    PO BOX 65301
    BURLINGTON,VT05406
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,500
    DRESS FOR SUCCESS
    1256 HERTEL AVE
    BUFFALO,NY14216
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    ECMC FOUNDATION INC
    462 GRIDER ST SUITE G-1
    BUFFALO,NY14215
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    ELMWOOD VILLAGE ASSOCIATION
    875 ELMWOOD AVE
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    EPISCOPAL DIOCESE OF WESTERN NEW YORK
    1047 AMSTERDAM AVE
    NEW YORK,NY10025
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    FAMILIES OF FANA -WNY INC
    1048 NIAGARA ST
    BUFFALO,NY14213
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    FAMILY PROMISE OF WNY
    75 HICKORY ST
    BUFFALO,NY14204
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    FBI BUFFALO CITIZENS ACADEMY ALUMNI ASSOCIATION
    ONE FBI PLAZA
    BUFFALO,NY14202
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 266
    FLUTTERBY
    600 ELMWOOD AVE
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,500
    FRIENDS OF NIGHT PEOPLE INC
    394 HUDSON ST
    BUFFALO,NY14201
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    GLIDING STARS
    1307 MILITARY ROAD
    BUFFALO,NY14217
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    GRASSROOTS GARDENS OF BUFFALO INC
    389 BROADWAY
    BUFFALO,NY14204
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    GRAYCLIFF CONSERVANCY INC
    6472 LAKE SHORE ROAD
    DERBY,NY14047
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 24,827
    HAUPTMAN WOODWARD MEDICAL RESEARCH INSTITUTE INC
    700 ELLICOTT ST
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,750
    HAWK CREEK WILDLIFE CENTER INC
    1963 MILL RD
    AURORA,NY14052
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    HOPE FOR CATS INC
    PO BOX 243
    NORTH BOSTON,NY14110
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    HUMANITIES NEW YORK
    150 BROADWAY SUITE 1700
    NEW YORK,NY10038
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    INTERNATIONAL SKIING HISTORY ASSOCIATION INC
    PO BOX 1064
    MANCHESTER CENTER,VT05255
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    KLEINHANS MUSIC HALL MANAGEMENT INC
    3 SYMPHONY CIRCLE
    BUFFALO,NY14201
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    LET THERE BE LIGHT
    640 ELLICOTT ST
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,500
    MARTIN HOUSE RESTORATION CORP
    143 JEWETT PKWY
    BUFFALO,NY14214
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    NARDIN ACADEMY
    700 W FERRY ST
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    NATIONAL COUNCIL AUDITIONS - METROPOLITAN OPERA - GREAT LAKES REGION
    METROPOLITAN OPERA
    NEW YORK,NY10023
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 4,500
    NATIONAL FEDERATION FOR JUST COMMUNITIES OF WNY
    360 DELAWARE AVE
    BUFFALO,NY14202
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 8,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 W 20TH ST
    NEW YORK,NY10011
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    NEW ENGLAND SKI MUSEUM
    135 TRAMWAY DR
    FRANCONIA,NH03580
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 62,000
    NIAGARA COUNTY HISTORICAL SOCIETY
    215 NIAGARA ST
    LOCKPORT,NY14094
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    NICHOLS SCHOOL OF BUFFALO
    1250 AMHERST ST
    BUFFALO,NY14216
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    NORTH AMERICAN BEAR CENTER
    1926 HWY 169
    ELY,MN55731
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    NORTHEAST WILDERNESS TRUST
    17 STATE ST STE 302
    MONTPELIER,VT05602
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    OLD FORT NIAGARA ASSOCIATION INCORPORATED
    102 MORROW PLZ
    YOUNGSTOWN,NY14174
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    PARK HOUSE COMMUNITY CARE
    7 ST PETERSGATE
    STOCKPORT   00000
    UK
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    PIERCE HALL COMMUNITY CENTER INC
    38 S MAIN ST
    ROCHESTER,VT05767
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    PLANNED PARENTHOOD OF WESTERN NEW YORK INC
    114 UNIVERSITY AVE
    ROCHESTER,NY14605
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    PRESERVATION BUFFALO NIAGARA
    617 MAIN ST 201
    BUFFALO,NY14202
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,790
    PSIA EASTERN EDUCATIONAL FOUNDATION
    1-A LINCOLN AVE
    ALBANY,NY12205
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    RICHARDSON OLMSTED CAMPUS
    445 FOREST AVE
    BUFFALO,NY14213
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 6,000
    RIDLEY COLLEGE SCHOLARSHIP FUND INC
    PO BOX 3013 2 RIDLEY ROAD
    ONTARIO   00000
    CA
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    ROCHESTER PUBLIC LIBRARY
    65 SOUTH MAIN STREET
    ROCHESTER,NY03867
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    ROGER D MOORE LIBRARY
    433 CAPEN HALL
    BUFFALO,NY14260
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    ROSWELL PARK ALLIANCE FOUNDATION
    901 WASHINGTON ST
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    SEABIRD RESTORATION PROGRAMAUDUBON
    159 SAPSUCKER WOODS RD
    ITHACA,NY14850
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 4,000
    SHAKESPEARE IN DELAWARE PARK INC
    199 LINCOLN PKWY
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    424 E 92ND ST
    NEW YORK,NY10128
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    ST JOSEPH'S COLLEGIATE INSTITUTE
    845 KENMORE AVE
    BUFFALO,NY14223
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    STATE UNIVERSITY OF NEW YORK AT BUFFALO
    12 CAPEN HALL
    BUFFALO,NY14260
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    THE SATURN CLUB FOUNDATION
    977 DELAWARE AVE
    BUFFALO,NY14209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    THE SUMMIT CENTER
    150 STAHL RD
    GETZVILLE,NY14068
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    THE TEACHER'S DESK
    22 NORTHAMPTON ST
    BUFFALO,NY14209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION
    641 DELAWARE AVE
    BUFFALO,NY14202
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,850
    US NATIONAL SKI AND SNOWBOARD HALL OF FAME
    PO BOX 191 610 PALMS AVE
    ISHPEMING,MI49849
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 8,120
    UNCROWNED QUEENS INSTITUTE FOR RESEARCH & EDUCATION ON WOMEN INC
    984 PARKSIDE AVE
    BUFFALO,NY14216
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    UNITED WAY OF BUFFALO & ERIE COUNTY
    45 ELM ST
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    WEST SIDE ROWING CLUB
    40 PORTER AVE
    BUFFALO,NY14201
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,500
    WESTERN NEW YORK HERITAGE PRESS INC
    495 PINE RIDGE HERITAGE BLVD
    CHEEKTOWAGA,NY14225
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,500
    WESTERN NEW YORK PUBLIC BROADCASTING ASSOCIATION
    PO BOX 1263
    BUFFALO,NY14240
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 7,500
    WILDLIFE RESEARCH INSTITUTE
    145 WEST CONAN ST
    ELY,MN55731
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    ZOOLOGICAL SOCIETY OF BUFFALO INC
    300 PARKSIDE AVE
    BUFFALO,NY14214
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 100
    COLUMBUS SCHOOL FOR GIRLS
    56 S COLUMBIA AVE
    COLUMBUS,OH43209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    443 CONGRESS STREET
    PORTLAND,ME04101
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    Total .................................bullet 3a 497,981
    bApproved for future payment
    A MUSICAL FEAST
    745 LAFAYETTE AVENUE
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    AMERICAN SNOWSPORTS EDUCATION ASSOCIATION
    133 S VAN GORDON ST
    LAKEWOOD,CO80228
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    BAR ROOM BUZZARDS
    208 ANSLEY CT
    BUFFALO,NY14224
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    BERKSHIRE SCHOOL INC
    245 N UNDERMOUNTAIN ROAD
    SHEFFIELD,MA01257
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    BOYS & GIRLS CLUBS OF BUFFALO INC
    282 BABCOCK ST
    BUFFALO,NY14210
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 50,000
    BOYS & GIRLS CLUBS OF BUFFALO INC
    282 BABCOCK ST
    BUFFALO,NY14210
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    BRISTOL HOME
    1500 MAIN ST
    BUFFALO,NY14209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO AND ERIE COUNTY BOTANICAL GARDENS SOCIETY INC
    2655 SOUTH PARK AVE
    BUFFALO,NY14218
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 20,000
    BUFFALO CITY MISSION
    100 E TUPPER ST
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    BUFFALO FINE ARTS ACADEMY
    1285 ELMWOOD AVE
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 750
    BUFFALO GREEN FUND INC
    PO BOX 282
    EAST AMHERST,NY14051
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    BUFFALO HISTORY MUSEUM
    1 MUSEUM CT
    BUFFALO,NY14216
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO HISTORY MUSEUM
    1 MUSEUM CT
    BUFFALO,NY14216
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO NIAGARA PARTNERSHIP FOUNDATION
    257 W GENESEE ST
    BUFFALO,NY14202
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 675
    BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC
    786 DELAWARE AVE STE 2
    BUFFALO,NY14209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 7,500
    BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC
    786 DELAWARE AVE STE 2
    BUFFALO,NY14209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC
    786 DELAWARE AVE STE 2
    BUFFALO,NY14209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 100,000
    BUFFALO SCIENCE MUSEUM
    1020 HUMBOLDT PARKWAY
    BUFFALO,NY14211
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO STATE COLLEGE FOUNDATION INC
    1300 ELMWOOD AVE
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 15,000
    BUFFALO STRING WORKS
    179 ANDERSON PL
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    BURCHFIELD-PENNEY ART CENTER
    1300 ELMWOOD AVE
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    BURCHFIELD-PENNEY ART CENTER
    1300 ELMWOOD AVE
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    CANOPY OF NEIGHBORS
    805 DELAWARE AVE
    BUFFALO,NY14209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    CARROUSEL SOCIETY OF THE NIAGARA FRONTIER
    180 THOMPSON ST
    NORTH TONAWANDA,NY14120
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 135
    COMMUNITY FOUNDATION OF SARASOTA COUNTY
    2635 FRUITVILLE ROAD
    SARASOTA,FL34237
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 15,000
    DOUBLE H RANCH INC
    97 HIDDEN VALLEY ROAD
    LAKE LUZERNE,NY12846
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    DRAGONHEART VERMONT INC
    PO BOX 65301
    BURLINGTON,VT05406
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,500
    EPISCOPAL DIOCESE OF WESTERN NEW YORK
    1047 AMSTERDAM AVE
    NEW YORK,NY10025
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 20,000
    ERIE COUNTY MEDICAL CENTER CORPORATION
    462 GRIDER ST
    BUFFALO,NY14215
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 20,000
    FBI BUFFALO CITIZENS ACADEMY AALUMNI ASSOCIATION
    ONE FBI PLAZA
    BUFFALO,NY14202
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    FRIENDS OF THE NIGHT PEOPLE INC
    394 HUDSON ST
    BUFFALO,NY14201
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    GLIDING STARS
    1307 MILITARY ROAD
    BUFFALO,NY14217
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    GRAYCLIFF CONSERVANCY
    6472 LAKE SHORE ROAD
    DERBY,NY14047
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 40,000
    GRAYCLIFF CONSERVANCY
    6472 LAKE SHORE ROAD
    DERBY,NY14047
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    GREAT OLD BROADS FOR WILDERNESS
    605 E 7TH AVE
    DURANGO,CO81301
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    HAUPTMAN WOODWARD MEDICAL RESEARCH INSTITUTE INC
    700 ELLICOTT ST
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,500
    INTERNATIONAL SKIING HISTORY ASSOCIATION INC
    PO BOX 1064
    MANCHESTER CENTER,VT05255
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    KLEINHANS MUSIC HALL MANAGEMENT INC
    3 SYMPHONY CIRCLE
    BUFFALO,NY14201
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    KLEINHANS MUSIC HALL MANAGEMENT INC
    3 SYMPHONY CIRCLE
    BUFFALO,NY14201
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    NARDIN ACADEMY
    700 W FERRY ST
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    NARDIN ACADEMY
    700 W FERRY ST
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 W 20TH ST
    NEW YORK,NY10011
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    NEW ENGLAND SKI MUSEUM
    135 TRAMWAY DR
    FRANCONIA,NH03580
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    NEW ENGLAND SKI MUSEUM
    135 TRAMWAY DR
    FRANCONIA,NH03580
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 70,000
    NICHOLS SCHOOL OF BUFFALO
    1250 AMHERST ST
    BUFFALO,NY14216
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    NICHOLS SCHOOL OF BUFFALO
    1250 AMHERST ST
    BUFFALO,NY14216
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    NORTH AMERICAN BEAR CENTER
    1926 HWY 169
    ELY,MN55731
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    NORTHEAST WILDERNESS TRUST
    17 STATE ST STE 302
    MONTPELIER,VT05602
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    OLD FORT NIAGARA ASSOCIATION INC
    102 MORROW PLZ
    YOUNGSTOWN,NY14174
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    PSIA EASTERN EDUCATIONAL FOUNDATION
    1-A LINCOLN AVE
    ALBANY,NY12205
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    RICHARDSON CENTER CORPORATION
    444 FOREST AVE
    BUFFALO,NY14213
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 15,000
    RICHARDSON CENTER CORPORATION
    444 FOREST AVE
    BUFFALO,NY14213
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    RIDLEY COLLEGE SCHOLARSHIP FUND INC
    PO BOX 3013 2 RIDLEY ROAD
    ONTARIO   00000
    CA
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    ROSWELL PARK ALLIANCE FOUNDATION
    901 WASHINGTON ST
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    ROSWELL PARK ALLIANCE FOUNDATION
    901 WASHINGTON ST
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    ROSWELL PARK ALLIANCE FOUNDATION
    901 WASHINGTON ST
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    424 E 92ND ST
    NEW YORK,NY10128
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    ST JOSEPH'S COLLEGIATE INSTITUTE
    845 KENMORE AVE
    BUFFALO,NY14223
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    THE ALQONQUIN CAMPERSHIP FUND
    500 EAST AVENUE
    ROCHESTER,NY14607
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    THE BUFFALO SEMINARY
    205 BIDWELL PKWY
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    THE BUFFALO SEMINARY
    205 BIDWELL PKWY
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    THE BUFFALO SEMINARY
    205 BIDWELL PKWY
    BUFFALO,NY14222
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 20,000
    THE SATURN CLUB FOUNDATION
    977 DELAWARE AVE
    BUFFALO,NY14209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    THE SUMMIT CENTER
    150 STAHL RD
    GETZVILLE,NY14068
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 20,000
    THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION
    641 DELAWARE AVE
    BUFFALO,NY14202
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 100
    THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION
    641 DELAWARE AVE
    BUFFALO,NY14202
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    US NATIONAL SKI AND SNOWBOARD HALL OF FAME
    PO BOX 191 610 PALMS AVE
    ISHPEMING,MI49849
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    UNITED WAY OF BUFFALO AND ERIE COUNTY
    45 ELM ST
    BUFFALO,NY14203
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    WEST SIDE ROWING CLUB
    40 PORTER AVE
    BUFFALO,NY14201
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    WEST SIDE ROWING CLUB
    40 PORTER AVE
    BUFFALO,NY14201
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    WESTERN NEW YORK HERITAGE PRESS INC
    495 PINE RIDGE HERITAGE BLVD
    CHEEKTOWAGA,NY14225
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    WESTMINSTER PRESBYTERIAN CHURCH
    724 DELAWARE AVE
    BUFFALO,NY14209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 15,000
    WILDLIFE RESEARCH INSTITUTE
    145 WEST CONAN ST
    ELY,MN55731
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    ZOOLOGICAL SOCIETY OF BUFFALO INC
    300 PARKSIDE AVE
    BUFFALO,NY14214
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 100
    COLUMBUS SCHOOL FOR GIRLS
    56 S COLUMBIA AVE
    COLUMBUS,OH43209
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    443 CONGRESS STREET
    PORTLAND,ME04101
    NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    Total .................................bullet 3b 561,260
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 47,118  
    4 Dividends and interest from securities....     14 184,318  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 119,114  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 518,502  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 869,052 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    869,052
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


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    Form 990-PF (2019)
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