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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 12-01-2021 , and ending 11-30-2022
Name of foundation
CALLIGARIS FAMILY CHARITABLE IRREV
 
Number and street (or P.O. box number if mail is not delivered to street address)626 COMMERCE DRIVE - 3RD FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AMHERST, NY14228
A Employer identification number

46-6462669
B Telephone number (see instructions)

(716) 842-5506
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$1,500,744J Accounting method:
 
(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      
4 Dividends and interest from securities... 40,733 40,487  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 49,097
b Gross sales price for all assets on line 6a 478,345
7 Capital gain net income (from Part IV, line 2)... 49,097
8 Net short-term capital gain......... 0
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).......      
12 Total. Add lines 1 through 11........ 89,830 89,584  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 22,945 22,945    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,999 885   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 295 295    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,239 24,125 0 0
25 Contributions, gifts, grants paid....... 73,500 73,500
26 Total expenses and disbursements. Add lines 24 and 25 99,739 24,125 0 73,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,909
b Net investment income (if negative, enter -0-) 65,459
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 58,546 21,280 21,280
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,402,720 Click to see attachment1,429,516 1,479,464
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,461,266 1,450,796 1,500,744
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
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...........    
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........ 1,461,266 1,450,796
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)..... 1,461,266 1,450,796
30 Total liabilities and net assets/fund balances (see instructions). 1,461,266 1,450,796
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
1,461,266
2
Enter amount from Part I, line 27a .....................
2
-9,909
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
872
4
Add lines 1, 2, and 3 ..........................
4
1,452,229
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,433
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,450,796
Form 990-PF (2021)
Form 990-PF (2021)
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 31.15 AMG RIVER RD SM-CAP VALUE FD CL I   2020-03-31 2022-01-28
b 475.368 AMG RIVER RD SM-CAP VALUE FD CL I   2020-03-31 2022-03-25
c 163. AT&T INC     2022-01-31
d 1. ADOBE SYS INC COM   2020-03-17 2022-01-31
e 1. ADOBE SYS INC COM   2020-03-17 2022-03-25
3. ALLSTATE CORP COM   2018-03-01 2022-01-31
3. ALLSTATE CORP COM   2018-03-01 2022-03-25
1. ALPHABET INC CL C   2018-03-01 2022-01-31
1. ALPHABET INC CL C   2018-03-01 2022-03-25
1. AMAZON COM INC COM   2018-11-06 2022-01-31
6. AMERN ELEC PWR CO INC COM   2018-03-01 2022-01-31
6. AMERN ELEC PWR CO INC COM   2018-03-01 2022-03-25
3. AMERICAN TOWER CORP CL A   2018-03-01 2022-01-31
3. AMERICAN TOWER CORP CL A   2018-03-01 2022-03-25
5. ANALOG DEVICES INC COM   2018-03-01 2022-01-31
4. ANALOG DEVICES INC COM   2018-03-01 2022-03-25
2. ELEVANCE HEALTH INC   2018-03-01 2022-01-31
2. ELEVANCE HEALTH INC   2018-03-01 2022-03-25
27. APPLE COMPUTER INC COM   2018-03-01 2022-01-31
25. APPLE COMPUTER INC COM   2018-03-01 2022-03-25
30. APPLE COMPUTER INC COM   2018-03-01 2022-10-03
242.113 ARTISAN SMALL CAP FUND CL INST   2020-03-31 2022-03-25
377.131 ARTISAN SMALL CAP FUND CL INST     2022-05-25
356.107 ARTISAN SMALL CAP FUND CL INST     2022-05-25
2. AVALONBAY COMMUNITIES INCORPORATED   2020-11-10 2022-01-31
2. AVALONBAY COMMUNITIES INCORPORATED   2020-11-10 2022-03-25
690.655 BAILLIE GIFFORD EMERG MKTS CL K   2020-01-02 2022-06-24
39. BANK AMER CORP COM   2018-12-26 2022-01-31
39. BANK AMER CORP COM   2018-12-26 2022-03-25
1. BLACKROCK INCORPORATED CLASS A   2018-03-01 2022-01-31
1. BLACKROCK INCORPORATED CLASS A   2018-03-01 2022-03-25
1. BOOKING HOLDINGS INC   2018-03-01 2022-03-25
1. BROADCOM INC   2019-07-03 2022-01-31
1. BROADCOM INC   2019-07-03 2022-03-25
4. CMS ENERGY CORP COM   2021-10-08 2022-01-31
9. CMS ENERGY CORP COM   2021-10-08 2022-03-25
10. CVS CORP COM   2018-05-14 2022-01-31
8. CVS CORP COM   2018-05-14 2022-03-25
5. CHEVRONTEXACO CORP   2018-03-01 2022-01-31
5. CHEVRONTEXACO CORP   2018-03-01 2022-03-25
10. CISCO SYS INC COM   2018-03-01 2022-01-31
9. CISCO SYS INC COM   2018-03-01 2022-03-25
18. COMCAST CORP NEW A   2018-03-01 2022-01-31
17. COMCAST CORP NEW A   2018-03-01 2022-03-25
2. COSTCO WHOLESALE CORP COM   2018-03-01 2022-01-31
2. COSTCO WHOLESALE CORP COM   2018-03-01 2022-03-25
4. DANAHER CORP COM   2018-03-01 2022-01-31
5. DANAHER CORP COM   2018-03-01 2022-03-25
9. EOG RESOURCES INC COM     2022-01-31
8. EOG RESOURCES INC COM   2020-03-17 2022-03-25
4. EASTMAN CHEMICAL COMPANY COM   2022-01-31 2022-03-25
26. EASTMAN CHEMICAL COMPANY COM   2022-01-31 2022-08-03
3. META PLATFORMS, INC-A   2018-03-01 2022-01-31
3. META PLATFORMS, INC-A   2018-06-20 2022-03-25
19. META PLATFORMS, INC-A     2022-11-03
3. FEDEX CORP COM   2020-01-02 2022-01-31
5. FEDEX CORP COM   2020-01-02 2022-03-25
34. FEDEX CORP COM     2022-11-03
4. GILEAD SCIENCES INCORPORATED   2018-12-11 2022-01-31
31. GILEAD SCIENCES INCORPORATED   2018-12-11 2022-02-02
194.885 HARBOR LG-CAP VALUE FD CL RET   2020-01-02 2022-01-28
807.568 HARBOR LG-CAP VALUE FD CL RET   2020-01-02 2022-03-25
3. HOME DEPOT INC COM   2020-06-24 2022-01-31
3. HOME DEPOT INC COM   2020-06-24 2022-03-25
341.36 WCM FOCUSED INT'L GR FR CL INSTL   2017-05-31 2022-03-04
88. ISHARES S&P SMALL-CAP 600 VALUE ETF   2020-09-04 2022-03-25
97. ISHARES S&P SMALL-CAP 600 VALUE ETF   2022-01-31 2022-07-29
202. ISHARES S&P SMALL-CAP 600 VALUE ETF     2022-07-29
337. ISHARES MSCI EAFE VALUE ETF   2021-03-26 2022-03-04
4. ISHARES MSCI USA VALUE FACTOR   2021-03-26 2022-01-31
252. ISHARES MSCI USA VALUE FACTOR     2022-07-29
530. ISHARES CORE MSCI EAFE ETF     2022-09-26
11. J P MORGAN CHASE & CO COM   2018-03-01 2022-01-31
11. J P MORGAN CHASE & CO COM   2018-03-01 2022-03-25
3. JOHNSON & JOHNSON COM   2018-03-01 2022-01-31
3. JOHNSON & JOHNSON COM   2018-03-01 2022-03-25
2. LOCKHEED MARTIN CORPORATION COM   2018-05-03 2022-01-31
1. LOCKHEED MARTIN CORPORATION COM   2018-05-03 2022-03-25
6. MASTERCARD INC CL A   2018-03-01 2022-01-31
5. MASTERCARD INC CL A   2018-03-01 2022-03-25
16. MASTERCARD INC CL A   2018-03-01 2022-08-03
2. MCDONALD'S CORP COM   2018-12-04 2022-01-31
2. MCDONALD'S CORP COM   2018-12-04 2022-03-25
6. MERCK & CO INC   2018-03-01 2022-01-31
6. MERCK & CO INC   2018-03-01 2022-03-25
6. METLIFE INC   2018-03-01 2022-01-31
7. METLIFE INC   2018-03-01 2022-03-25
5399.083 METWEST TOTAL RETURN BOND FD CL I   2019-06-05 2022-05-25
11. MICROSOFT CORP COM   2018-03-01 2022-01-31
12. MICROSOFT CORP COM   2018-03-01 2022-03-25
13. OMNICOM GROUP INC COM   2020-06-24 2022-01-31
14. OMNICOM GROUP INC COM   2020-06-24 2022-03-25
7. ORACLE CORPORATION COM   2018-03-01 2022-01-31
7. ORACLE CORPORATION COM   2018-03-01 2022-03-25
5. PEPSICO INC COM   2018-03-01 2022-01-31
6. PEPSICO INC COM   2018-03-01 2022-03-25
12. PFIZER INC COM   2018-03-01 2022-01-31
11. PFIZER INC COM   2018-03-01 2022-03-25
3. PROCTER & GAMBLE CO COM   2018-03-01 2022-01-31
3. PROCTER & GAMBLE CO COM   2018-03-01 2022-03-25
7. RTX CORPORATION   2018-03-01 2022-01-31
8. RTX CORPORATION   2018-03-01 2022-03-25
3. SHERWIN WILLIAMS CO COM   2018-12-26 2022-01-31
2. SHERWIN WILLIAMS CO COM   2018-12-26 2022-03-25
3. TARGET CORP COM   2018-03-01 2022-01-31
4. TARGET CORP COM   2018-03-01 2022-03-25
2. UNION PAC CORP COM COM   2018-03-01 2022-01-31
2. UNION PAC CORP COM COM   2018-03-01 2022-03-25
6. V F CORP COM   2021-01-06 2022-01-31
13. V F CORP COM   2021-01-06 2022-03-25
19. V F CORP COM   2021-10-08 2022-08-03
70. V F CORP COM     2022-08-03
4. VALERO ENERGY CORP COM   2018-12-26 2022-01-31
3. VALERO ENERGY CORP COM   2018-12-26 2022-03-25
24. VALERO ENERGY CORP COM   2018-12-26 2022-11-03
2088.578 VIRTUS SEIX FLT RT HI INC-I   2022-01-28 2022-06-24
2061.951 VIRTUS SEIX FLT RT HI INC-I   2021-02-26 2022-06-24
17. WELLS FARGO CO COM (ATTCHD RTS   2021-02-18 2022-01-31
126. WELLS FARGO CO COM (ATTCHD RTS   2021-02-18 2022-02-24
80.131 WILMINGTON GLOBAL ALPHA EQUITIES FD   2018-03-01 2022-01-28
357.046 WILMINGTON GLOBAL ALPHA EQUITIES FD   2018-03-01 2022-05-25
292.363 WILMINGTON REAL ASSET FUND-I   2018-03-01 2022-06-24
2563.571 WILMINGTON INTERNATIONAL FUND-I   2018-03-01 2022-05-25
931.193 WILMINGTON BROAD MARKET BOND FUND -I   2019-06-05 2022-01-28
1735.777 WILMINGTON BROAD MARKET BOND FUND -I   2019-06-05 2022-05-25
531.609 WILMINGTON BROAD MARKET BOND FUND -I   2019-06-05 2022-06-24
1. ACCENTURE PLC- CL A   2018-06-12 2022-01-31
2. ACCENTURE PLC- CL A   2018-06-12 2022-03-25
9. JOHNSON CONTROLS INTERNATIONAL PLC   2020-11-09 2022-01-31
9. JOHNSON CONTROLS INTERNATIONAL PLC   2020-11-09 2022-03-25
3. MEDTRONIC PLC   2019-01-17 2022-01-31
10. MEDTRONIC PLC   2019-01-17 2022-03-25
2. WILLIS TOWERS WATSON PLC   2018-09-21 2022-01-31
2. WILLIS TOWERS WATSON PLC   2018-09-21 2022-03-25
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 447   280 167
b 7,102   4,278 2,824
c 4,013   5,510 -1,497
d 517   304 213
e 433   304 129
358   276 82
420   276 144
2,657   1,072 1,585
2,831   1,072 1,759
2,904   1,648 1,256
537   392 145
579   392 187
737   407 330
711   407 304
790   440 350
656   352 304
881   463 418
950   463 487
4,597   1,181 3,416
4,345   1,093 3,252
4,167   1,312 2,855
8,503   7,113 1,390
10,899   13,565 -2,666
10,291   11,100 -809
481   347 134
488   347 141
12,860   15,243 -2,383
1,767   905 862
1,699   905 794
806   531 275
737   531 206
2,263   2,017 246
559   285 274
626   285 341
254   242 12
615   543 72
1,077   663 414
860   530 330
652   558 94
832   558 274
553   436 117
490   393 97
890   654 236
798   618 180
986   376 610
1,117   376 741
1,138   382 756
1,442   478 964
992   436 556
971   263 708
441   473 -32
2,410   3,074 -664
900   527 373
667   610 57
1,687   4,409 -2,722
728   460 268
1,122   767 355
5,237   5,979 -742
274   275 -1
2,010   2,130 -120
4,229   3,410 819
17,500   14,132 3,368
1,096   744 352
949   744 205
7,428   4,933 2,495
9,005   5,704 3,301
9,321   9,461 -140
19,412   18,164 1,248
15,773   17,276 -1,503
422   408 14
24,017   26,530 -2,513
28,088   31,458 -3,370
1,598   1,244 354
1,556   1,244 312
513   381 132
529   381 148
776   618 158
451   309 142
2,278   1,038 1,240
1,732   865 867
5,666   2,767 2,899
512   375 137
481   375 106
486   307 179
483   307 176
393   273 120
494   319 175
52,965   58,292 -5,327
3,377   1,019 2,358
3,640   1,111 2,529
964   683 281
1,180   736 444
563   347 216
572   347 225
853   537 316
990   645 345
643   403 240
582   370 212
479   234 245
456   234 222
628   522 106
817   597 220
861   371 490
497   247 250
656   221 435
870   295 575
487   257 230
543   257 286
374   526 -152
738   1,140 -402
846   1,293 -447
3,117   5,692 -2,575
324   282 42
289   212 77
3,048   1,693 1,355
16,207   17,189 -982
16,001   16,908 -907
906   626 280
6,526   4,641 1,885
980   884 96
4,231   3,938 293
4,479   4,154 325
21,534   23,277 -1,743
9,135   9,005 130
15,865   16,785 -920
4,726   5,141 -415
344   164 180
651   327 324
647   419 228
590   419 171
307   263 44
1,069   876 193
458   298 160
468   298 170
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
      14,920
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       167
b       2,824
c       -1,497
d       213
e       129
      82
      144
      1,585
      1,759
      1,256
      145
      187
      330
      304
      350
      304
      418
      487
      3,416
      3,252
      2,855
      1,390
      -2,666
      -809
      134
      141
      -2,383
      862
      794
      275
      206
      246
      274
      341
      12
      72
      414
      330
      94
      274
      117
      97
      236
      180
      610
      741
      756
      964
      556
      708
      -32
      -664
      373
      57
      -2,722
      268
      355
      -742
      -1
      -120
      819
      3,368
      352
      205
      2,495
      3,301
      -140
      1,248
      -1,503
      14
      -2,513
      -3,370
      354
      312
      132
      148
      158
      142
      1,240
      867
      2,899
      137
      106
      179
      176
      120
      175
      -5,327
      2,358
      2,529
      281
      444
      216
      225
      316
      345
      240
      212
      245
      222
      106
      220
      490
      250
      435
      575
      230
      286
      -152
      -402
      -447
      -2,575
      42
      77
      1,355
      -982
      -907
      280
      1,885
      96
      293
      325
      -1,743
      130
      -920
      -415
      180
      324
      228
      171
      44
      193
      160
      170
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 49,097
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 910
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- ..... 5 910
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,180
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,180
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 10 270
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet270 RefundedBullet 11 0
Part VI-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 the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbullet  
    14
    The books are in care ofbulletM & T BANK Telephone no.bullet (716) 842-5506

    Located atbullet285 DELAWARE AVENUE 3RD FLOORBUFFALONY ZIP+4bullet14202
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    M & T BANK CO-TTEE
    1     		22,945    
    285 Delaware Avenue 3rd Floor
    BUFFALO,NY14202
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    1,538,769
    b
    Average of monthly cash balances.......................
    1b
    88,150
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,626,919
    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
    1,626,919
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    24,404
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,602,515
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    80,126
    Part X
    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 IX, line 6..................
    1
    80,126
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    910
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    910
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    79,216
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    79,216
    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 XII, line 1 ...
    7
    79,216
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 79,216
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 73,454
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 73,500
    a Applied to 2020, but not more than line 2a 73,454
    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 2021 distributable amount..... 46
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		79,170
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ST PATRICKS CHURCH
    123 S MASSEY ST
    WATERTOWN,NY13601     		NONE PC GERERAL PURPOSES 24,500
    ST ANTHONY'S CHURCH
    850 ARSENAL STREET
    WATERTOWN,NY13601     		NONE PC GENERAL OPERATING FUND 24,500
    SAMARITAN MEDICAL CENTER FOUNDATION
    OF NORTHERN NEW YORK INC
    830 WASHINGTON STREET
    WATERTOWN,NY13601     		NONE PC GENERAL OPERATING FUND 24,500
    Total .................................bullet 3a 73,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		         
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 49,097  
    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) ..   89,830  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    89,830
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsOtherSchedule2
    Name:
    CALLIGARIS FAMILY CHARITABLE IRREV
    EIN:
    46-6462669
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN BEACON SIM HIGH YIELD AT COST 48,979 45,902
    WCM FOCUSED INTL GROWTH AT COST 30,791 37,861
    VF CORP      
    ALPHABET INC CL C AT COST 5,360 10,145
    AT&T INC      
    COMCAST CORP NEW A AT COST 4,035 4,067
    FACEBOOK INC-A      
    WALT DISNEY CO AT COST 4,553 4,111
    AMAZON.COM INC AT COST 8,166 7,723
    BOOKING HOLDINGS INC AT COST 2,017 2,079
    TARGET CORP AT COST 6,796 8,855
    COSTCO WHOLESALE CORP AT COST 2,445 7,010
    PEPSICO INC AT COST 3,977 6,864
    PROCTER & GAMBLE CO AT COST 2,441 3,132
    CHEVRON CORP AT COST 5,910 8,249
    ALLSTATE CORP AT COST 1,838 2,678
    AMERICAN TOWER CORP CL A AT COST 2,711 4,425
    BLACKROCK INC AT COST 3,716 5,012
    JPMORGAN CHASE & CO AT COST 7,914 9,673
    METLIFE INC AT COST 1,914 3,221
    ANTHEM INC      
    CVS HEALTH CORP AT COST 3,899 5,909
    DANAHER CORP AT COST 3,058 8,749
    JOHNSON & JOHNSON AT COST 2,668 3,738
    MERCK & CO INC AT COST 1,942 4,185
    CMS ENERGY CORP AT COST 3,625 3,664
    FEDEX      
    LOCKHEED MARTIN CORP AT COST 3,011 4,367
    UNION PACIFIC CORP AT COST 1,801 3,044
    ANALOG DEVICES INC AT COST 2,550 4,985
    APPLE INC AT COST 6,122 20,724
    CISCO SYSTEMS AT COST 2,749 3,132
    MASTERCARD INC CL A AT COST 3,632 7,484
    MICROSOFT CORP AT COST 7,517 19,136
    ORACLE CORPORATION AT COST 2,382 3,985
    AMERICAN ELECTRIC POWER AT COST 2,550 3,775
    ISHARES S&P SMALL-CAP 600 GROW AT COST 28,590 28,465
    ACCENTURE PLC-CL A AT COST 1,964 3,611
    WILLIS TOWERS WATSON AT COST 2,083 3,446
    ISAHRES CORE MSCI EAFE AT COST 22,906 25,724
    ISHARES MSCI EAFE ETF      
    WILMINGTON INTL AT COST 95,846 90,562
    WILMINGTON REAL ASSET AT COST 49,618 51,714
    WILMINGTON GLOBAL ALPHA EQUITI AT COST 30,465 32,278
    PFIZER INC AT COST 2,520 3,760
    MCDONALD'S AT COST 1,873 2,728
    EOG RESOURCES AT COST 1,778 7,664
    VALERO ENERGY CORP      
    BANK AMER CORP AT COST 7,299 9,538
    GILEAD SCIENCES      
    BROADCOM AT COST 1,995 3,857
    SHERWIN WILLIAMS AT COST 1,606 3,239
    HARBOR LARGE-CAP VALUE FUND AT COST 44,831 54,801
    ISHARES EDGE MSCI USA VAL FACT      
    T ROWE PRICE LC GROWTH AT COST 20,181 22,990
    MEDTRONIC AT COST 5,801 4,584
    METWEST TOTAL RETURN AT COST 156,881 137,650
    WILMINGTON BROAD MKT AT COST 284,104 250,755
    BLACKROCK EVENT DRIVEN EQUITY AT COST 31,573 32,175
    OMNICOM GROUP AT COST 4,919 7,019
    HOME DEPOT INC AT COST 4,962 6,480
    VIATRIS INC AT COST 24,516 25,527
    RAYTHEON TECH      
    ADOBE INC AT COST 2,761 2,759
    AVALONBAY COMMUNITIES AT COST 2,601 2,624
    AMG RIVER RD SC VALUE AT COST 21,966 31,019
    ARTISAN SC      
    ISHARES S&P SM-CAP 600 VALUE      
    JOHNSON CONTROLS INTL AT COST 2,558 3,654
    BAILLIE GIFFORD EMERG MKTS AT COST 31,623 23,804
    WELLS FARGO & CO      
    AB CONCENTRATED GR FD CL ADV AT COST 48,477 42,069
    COLUMBIA OVERSEAS VALUE-I3 AT COST 65,043 61,232
    AIR PRODUCTS & CHEMICALS INC AT COST 2,964 3,102
    ISHARES CORE MSCI EMERGING MAR AT COST 15,788 15,248
    ISHARES MSCI EAFE VALUE ETF AT COST 38,771 35,239
    ELEVANCE HEALTH INC AT COST 3,238 7,461
    JPMORGAN MORTGAGE-BACKED AT COST 63,266 59,625
    ISHARES RUSSELL 1000 GROWTH ET AT COST 40,540 40,474
    ISHARES RUSSELL 1000 VALUE ETF AT COST 56,422 56,759
    NVIDIA CORP COM AT COST 2,569 3,554
    PAYPAL HOLDINGS INC AT COST 6,430 5,097
    RTX CORPORATION AT COST 3,191 4,739
    UNITED PARCEL SERVICE CL B AT COST 3,928 4,554

    TY 2021 OtherDecreasesSchedule
    Name:
    CALLIGARIS FAMILY CHARITABLE IRREV
    EIN:
    46-6462669
    Description Amount
    TRANS 12/2022 POST TAX EFFECTIVE 11/2022 1,360
    2020 ROC ADJ IN 2021 71
    ROUNDING 2


    TY 2021 OtherExpensesSchedule
    Name:
    CALLIGARIS FAMILY CHARITABLE IRREV
    EIN:
    46-6462669
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 295 295   0


    TY 2021 OtherIncreasesSchedule
    Name:
    CALLIGARIS FAMILY CHARITABLE IRREV
    EIN:
    46-6462669
    Description Amount
    TRANS 12/2021 POST TAX EFFECTIVE 11/2021 846
    2021 ROC ADJ IN 2021 SALES 18
    MUTUAL FUND TIMING ADJUSTMENT 8


    TY 2021 TaxesSchedule
    Name:
    CALLIGARIS FAMILY CHARITABLE IRREV
    EIN:
    46-6462669
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES PRIOR YEAR BALAN 934 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,180 0   0
    FOREIGN TAXES ON QUALIFIED FOR 860 860   0
    FOREIGN TAXES ON NONQUALIFIED 25 25   0