Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CULLEN FOUNDATION OF WESTERN NEW YORK
INC
Number and street (or P.O. box number if mail is not delivered to street address)250 DELAWARE AVENUE 820
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUFFALO, NY14202
A Employer identification number

87-0849992
B Telephone number (see instructions)

(716) 800-4280
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$133,578,982J 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) 2,825,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,213,279 1,438,945  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 485,697
b Gross sales price for all assets on line 6a 3,813,509
7 Capital gain net income (from Part IV, line 2)... 1,498,084
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)....... Click to see attachment
List of Attached Documents:
// Content
0 455,753  
12 Total. Add lines 1 through 11........ 4,523,976 3,392,782  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 448,389 68,678   379,711
14 Other employee salaries and wages...... 227,692 22,113   205,579
15 Pension plans, employee benefits....... 108,458 15,453   93,005
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
7,842 3,921   3,921
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
53,950 26,975   26,975
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
605,898 241,741   364,157
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,583 250   1,500
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
7,600 7,600  
20 Occupancy.............. 55,033 27,517   27,516
21 Travel, conferences, and meetings....... 7,859 0   7,859
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,608,422 855,348   34,774
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,148,726 1,269,596   1,144,997
25 Contributions, gifts, grants paid....... 7,321,825 5,034,514
26 Total expenses and disbursements. Add lines 24 and 25 10,470,551 1,269,596   6,179,511
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,946,575
b Net investment income (if negative, enter -0-) 2,123,186
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............   3,913,395 3,913,395
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   65,889 65,889
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment
List of Attached Documents:
// Content
128,820,101 		128,820,101
14 Land, buildings, and equipment: basis right arrow81,957
Less: accumulated depreciation (attach schedule) right arrow59,204 0 Click to see attachment
List of Attached Documents:
// Content
22,753 		22,753
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
756,844 		Click to see attachment
List of Attached Documents:
// Content
756,844
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 0 133,578,982 133,578,982
Liabilities 17 Accounts payable and accrued expenses..........   77,233
18 Grants payable.................   3,658,121
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
104,953
23 Total liabilities (add lines 17 through 22)......... 0 3,840,307
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 0 129,738,675
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 0 129,738,675
30 Total liabilities and net assets/fund balances (see instructions). 0 133,578,982
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
0
2
Enter amount from Part I, line 27a .....................
2
-5,946,575
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
135,685,250
4
Add lines 1, 2, and 3 ..........................
4
129,738,675
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
129,738,675
Form 990-PF (2023)
Form 990-PF (2023)
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 INST INDEX FUND INST P    
b AMPFIELD HOLDINGS (ONSHORE), LP P    
c COLCHESTER GLOBAL BOND FUND P    
d FIRST LIGHT FOCUS FUND LP P    
e JUNIPER CAPITAL II, LP P    
JUNIPER CAPITAL III, LP P    
KILTEARN GLOBAL EQUITY FUND P    
THE NORDFLINT FUND LLC P    
WGI EMERGING MARKETS FUND, LLC P    
FOCUSED INVESTORS FUND LP P    
SHINE CAPITAL II, LP P    
SPARK CAPITAL VII, L.P. P    
AMPFIELD HOLDINGS (ONSHORE), LP P    
ASHE CAPITAL PARTNERS, LP P    
BAIN CAPITAL VENTURE FUND 2019, LP P    
BAIN CAPITAL VENTURE FUND 2021, LP P    
CAMBER PARTNERS FUND I-A LP P    
COLCHESTER GLOBAL BOND FUND P    
EIGHTFOLD OPPORTUNITY FEEDER FUND IV, LP P    
FF SAPPHIRE (IV) VENTURE CAPITAL P    
FIRST LIGHT FOCUS FUND LP P    
KILTEARN GLOBAL EQUITY FUND P    
THE NORDFLINT FUND LLC P    
LAKESTAR II, LP P    
LAKESTAR III, LP P    
THE NORDFLINT FUND LLC P    
RAVEN ASSET-BASED OPPORTUNITY FUND III P    
RESOURCE LAND FUND V, LP P    
SOUNDCORE FUND II-A P    
VENBIO GLOBAL STRATEGIC FUND IV, LP P    
WGI EMERGING MARKETS FUND, LLC P    
FOCUSED INVESTORS FUND LP P    
JUNIPER CAPITAL II, LP - 1231 P    
JUNIPER CAPITAL III, LP - 1231 P    
RESOURCE LAND FUND V, LP - 1231 P    
BOOK GAIN ON INVESTMENT IN PARTNERSHIPS P    
CANYON VALUE REALIZATION FUND CLASS A (37.9533 UNITS) P   2023-03-31
CANYON VALUE REALIZATION FUND CLASS A (37.3485 UNITS) P   2023-06-30
BCM INT'L SMALL COMPANY INST'L (52,859 SHARES) P   2023-11-28
GOBI CONCENTRATED FUND LTD P    
KONTAKI OFFSHORE FUND (3,526 SHARES) P   2023-01-01
PC FEEDER VI, L.P. P    
CAPITAL GAINS 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 3,200,000   3,327,865 -127,865
b       -228,662
c       68
d       591,224
e       11,193
      49,549
      166,727
      19,639
      7,175
      3,608
      -57
      14
      27,168
      110,399
      8,961
      -44,057
      762
      -123,822
      71,084
      -84,328
      -715,735
      329,165
      17,442
      -11,905
      74,909
      0
      -247,282
      -221,831
      782,226
      5
      102,591
      41,716
      822
      -327
      20,693
508,663   508,663 0
395,657   284,381 111,276
400,000   279,849 120,151
1,100,000   1,171,142 -71,142
1,000,000   457,357 542,643
500,000   407,967 92,033
112,886   145,878 -32,992
104,846     104,846
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       -127,865
b       -228,662
c       68
d       591,224
e       11,193
      49,549
      166,727
      19,639
      7,175
      3,608
      -57
      14
      27,168
      110,399
      8,961
      -44,057
      762
      -123,822
      71,084
      -84,328
      -715,735
      329,165
      17,442
      -11,905
      74,909
      0
      -247,282
      -221,831
      782,226
      5
      102,591
      41,716
      822
      -327
      20,693
      0
      111,276
      120,151
      -71,142
      542,643
      92,033
      -32,992
      104,846
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 1,498,084
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
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 right arrow 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) 1 29,512
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 29,512
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 29,512
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 65,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 85,000
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 55,488
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow55,488 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNY
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 2023 or the taxable year beginning in 2023? 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
 
No
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 addressright arrowWWW.THECULLENFOUNDATION.ORG
14
The books are in care ofright arrowFLORINE LUHR Telephone no.right arrow (716) 800-4280

Located atright arrow250 DELAWARE AVENUE SUITE 820BUFFALONY ZIP+4right arrow14202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
FLORINE LUHR PRESIDENT
50.00 		238,389 21,011 0
250 DELAWARE AVENUE SUITE 820
BUFFALO,NY14202
MICHAEL R MCGEE CHAIRMAN
4.00 		52,500 0 0
250 DELAWARE AVENUE SUITE 820
BUFFALO,NY14202
CHARLES W CHIAMPOU CPA JD TREASURER
4.00 		52,500 0 0
250 DELAWARE AVENUE SUITE 820
BUFFALO,NY14202
WARREN B GELMAN SECRETARY
4.00 		52,500 0 0
250 DELAWARE AVENUE SUITE 820
BUFFALO,NY14202
ROGER B SIMON DIRECTOR
4.00 		52,500 0 0
250 DELAWARE AVENUE SUITE 820
BUFFALO,NY14202
RAMONE ALEXANDER DIRECTOR
4.00 		0 0 0
250 DELAWARE AVENUE SUITE 820
BUFFALO,NY14202
CAITLIN CORR REILLY DIRECTOR
4.00 		0 0 0
250 DELAWARE AVENUE SUITE 820
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
COREY BUNJE BOWER PROGRAM OFFICER - ED
40.00 		113,711 16,564 0
250 DELAWARE AVENUE SUITE 820
BUFFALO,NY14202
NICHOLAS SCHIFANO GRANTS MANAGER
40.00 		67,975 17,172 0
250 DELAWARE AVENUE SUITE 820
BUFFALO,NY14202
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
CREWCIAL PARTNERS LLC INVESTMENT MANAGEMENT 212,476
750 THIRD AVENUE 20TH FLOOR
NEW YORK,NY10017
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
127,075,801
b
Average of monthly cash balances.......................
1b
1,902,228
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
128,978,029
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
128,978,029
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,934,670
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
127,043,359
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,352,168
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
6,352,168
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
29,512
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
19,103
c
Add lines 2a and 2b............................
2c
48,615
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,303,553
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,303,553
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
6,303,553
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
6,179,511
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
6,179,511
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 6,303,553
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 5,982,297
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,179,511
a Applied to 2022, but not more than line 2a 5,982,297
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 2023 distributable amount..... 197,214
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		6,106,339
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MS FLORINE LUHR
250 DELAWARE AVENUE SUITE 820
BUFFALO,NY14202
(716) 800-4280
FLUHR@THECULLENFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
GRANT PROCESS IS CONDUCTED ONLINE THROUGH WWW.THECULLENFOUNDATION.ORG; INSTRUCTIONS AND ELIGIBILITY LOCATED ON THIS WEBSITE; REQUIREMENTS INCLUDE: COMPLETION, SUBMISSION AND APPROVAL OF LOI AND APPLICATION; AUDITED OR REVIEWED FINANCIAL STATEMENTS COMPLETED BY INDEPENDENT CPA; 501(C)3 LETTER; PROJECT BUDGET; BOARD LIST; AND ORGANIZATIONAL BUDGET.
cAny submission deadlines:
SUBMISSION DATES VARY PER YEAR BUT GENERALLY, LOI PROCESS BEGINS IN JANUARY AND JULY OF EACH YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICATIONS LIMITED TO SPECIFIC AREAS OF EDUCATION AND PERFORMING ARTS ORGANIZATIONS LOCATED IN AND PRIMARILY BENEFITTING RESIDENTS OF ERIE COUNTY, NEW YORK; APPLICANTS MUST BE 501(C)3; ADDITIONAL ELIGIBILITY CRITERIA APPLY SEE WWW.THECULLENFOUNDATION.ORG FOR ADDITIONAL DETAILS.
Form 990-PF (2023)
Form 990-PF (2023)
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

716 SQUASH

PO BOX 372
BUFFALO,NY14207 		  PUBLIC CHARITY PROGRAM SUPPORT: COLLEGE AND CAREER PATHWAYS 25,000

ACHIEVING THE DREAM INC

8484 GEORGIA AVENUE SUITE 500
SILVER SPRING,MD20910 		  PUBLIC CHARITY BUFFALO CHARTER EARLY COLLEGE COHORT 83,850

ARTSY LANGUAGES INC

174 LINCOLN BOULEVARD
BUFFALO,NY14217 		  PUBLIC CHARITY PROGRAM SUPPORT: AFTER SCHOOL & SUMMER PROGRAMS 10,000

ASSEMBLY HOUSE 150

150 EDWARD STREET
BUFFALO,NY14201 		  PUBLIC CHARITY PROGRAM SUPPORT: MODEL CITY BUILDERS 20,000

BE-A-FRIEND PROGRAM INC

100 RIVER ROCK DRIVE SUITE 104
BUFFALO,NY14207 		  PUBLIC CHARITY CAPACITY BLDG FOR EVIDENCE BASED HS MENTORING PROGRAM 15,000

BESTSELF BEHAVIORAL HEALTH INC

255 DELAWARE AVENUE SUITE 300
BUFFALO,NY14202 		  PUBLIC CHARITY CAPACITY BLDG FOR BUILDING BRIGHTER FUTURES PRGM 13,000

BOYS & GIRLS CLUBS OF THE NORTHTOWNS

54 RIVERDALE AVENUE
BUFFALO,NY14207 		  PUBLIC CHARITY PROGRAM SUPPORT: ACADEMIC PROGRAM & EVALUATION 40,000

BRICK EDUCATION NETWORK

534 CLINTON AVE
NEWARK,NJ07108 		  PUBLIC CHARITY BRICK BUFFALO ACADEMY CHARTER SCHOOL (BBACS) IN EAST BUFFALO 200,000

BUFFALO ACADEMY OF SCIENCE

335 DOAT ST
BUFFALO,NY14211 		  PUBLIC CHARITY PROGRAM SUPPORT FOR NEW GROW YOUR OWN TEACHER PROGRAM 7,500

BUFFALO CENTER FOR ARTS AND TECHNOLOGY

1221 MAIN STREET
BUFFALO,NY14209 		  PUBLIC CHARITY PROGRAM SUPPORT: COLLEGE & CAREER PREP PROGRAM 75,382

BUFFALO CITY SWIM RACERS

651 DELAWARE AVENUE SUITE 144
BUFFALO,NY14220 		  PUBLIC CHARITY CAPACITY BUILDING: CITY SWIM PROJECT 12,500

BUFFALO HEARING & SPEECH CENTER

50 E NORTH ST
BUFFALO,NY14203 		  PUBLIC CHARITY PROGRAM SUPPORT: LANGUAGE TO LITERACY PROGRAM 40,000

BUFFALO MARITIME CENTER

90 ARTHUR STREET
BUFFALO,NY14207 		  PUBLIC CHARITY CAPACITY BLDG: NETWORK FOR GOOD'S JUMPSTART 4,000

BUFFALO MARITIME CENTER

90 ARTHUR STREET
BUFFALO,NY14207 		  PUBLIC CHARITY PROGRAM SUPPORT: NAVIGATOR ON-THE-WATER PROGRAM 20,000

BUFFALO NIAGARA WATERKEEPER

721 MAIN STREET
BUFFALO,NY14203 		  PUBLIC CHARITY PROGRAM SUPPORT: BUFFALO YOUNG ENVIRONMENTAL LEADERS PROGRAM 25,000

BUFFALO PREP

3485 MAIN STREET 105 ALLEN HALL UB
SOUTH CAMPUS
BUFFALO,NY14214 		  PUBLIC CHARITY 2023 CULLEN SCHOLARS' PARTICIPATION IN BUFFALO PREP PROGRAMS 44,000

BUFFALO PREP

3485 MAIN STREET 105 ALLEN HALL UB
SOUTH CAMPUS
BUFFALO,NY14214 		  PUBLIC CHARITY CAPACITY BLDG: STRATEGIC PLAN - DISCOVERY PHASE 25,000

BUFFALO PREP

3485 MAIN STREET 105 ALLEN HALL UB
SOUTH CAMPUS
BUFFALO,NY14214 		  PUBLIC CHARITY PROGRAM FUNDS FOR BUFFALO PREP 40,000

BUFFALO SOCIETY OF NATURAL SCIENCES

1020 HUMBOLDT PARKWAY
BUFFALO,NY14211 		  PUBLIC CHARITY PROGRAM FUNDS FOR SCHOOL PARTNERSHIPS 25,000

BUFFALO STATE COLLEGE FOUNDATION INC

BUFFALO STATE COLLEGE 1300 ELMWOOD
AVE CLEV 511
BUFFALO,NY14222 		  PUBLIC CHARITY TUITION SUPPORT FOR FALL 2023 BUTF FELLOWS 18,903

CANISIUS COLLEGE

2001 MAIN STREET
BUFFALO,NY14208 		  PUBLIC CHARITY TUITION SUPPORT FOR FALL 2023 BUTF FELLOWS 61,264

CANISIUS COLLEGE

2001 MAIN STREET
BUFFALO,NY14208 		  PUBLIC CHARITY PROGRAM SUPPORT FOR NEW GROW YOUR OWN TEACHER PRGM 20,000

CHAPIN HALL AT THE UNIVERSITY OF CHICAGO

1313 E 60TH ST
CHICAGO,IL60637 		  PUBLIC CHARITY 2023-24 EXTERNAL EVALUATION OF CULLEN SAP GRANTEES 162,710

CHAPIN HALL AT THE UNIVERSITY OF CHICAGO

1313 E 60TH ST
CHICAGO,IL60637 		  PUBLIC CHARITY COMMON ASSESSMENT TOOLS FOR SAP GRANTEES' PILOT PRGM 3,464

CHILDCARE NETWORK OF THE NIAGARA FRONTIER INC

6265 SHERIDAN DR STE 106
WILLIAMSVILLE,NY14221 		  PUBLIC CHARITY PROGRAM SUPPORT: JUST FOR KIDS - ACADEMIC PRGM 20,000

CHILDCARE NETWORK OF THE NIAGARA FRONTIER INC

6265 SHERIDAN DR STE 106
WILLIAMSVILLE,NY14221 		  PUBLIC CHARITY CAPACITY BLDG: NETWORK FOR GOOD'S JUMPSTART 4,000

CITY YEAR INC

287 COLUMBUS AVENUE
BOSTON,MA02116 		  PUBLIC CHARITY PROGRAM SUPPORT & GENERAL OPERATING 250,000

DAEMEN COLLEGE - IGNITE

4380 MAIN STREET CURTIS HALL
AMHERST,NY14226 		  PUBLIC CHARITY 2023-24 CAPACITY BUILDING PROJECTS 9,775

DAEMEN COLLEGE - IGNITE

4380 MAIN STREET CURTIS HALL
AMHERST,NY14226 		  PUBLIC CHARITY GRANTEE EVALUATION (ASSEMBLY HOUSE 150) 2,125

EDUCATION COLLABORATIVE OF WNY

PO BOX 745
BUFFALO,NY14215 		  PUBLIC CHARITY TUITION SUPPORT OF 2023-24 HIGH SCHOOL SCHOLARS 217,175

EPIC - EVERY PERSON INFLUENCES CHILDREN

1021 BROADWAY STREET 4TH FLOOR
BUFFALO,NY14212 		  PUBLIC CHARITY PROGRAM SUPPORT FOR FAMILY LITERACY SKILLS PROGRAM 25,000

ERIE REGIONAL HOUSING DEVELOPMENT CORPORATION DBA THE BELLE CENTER

104 MARYLAND STREET
BUFFALO,NY14201 		  PUBLIC CHARITY CAPACITY BUILDING: LATINO TASK FORCE AT THE BELLE CENTER 13,000

HAUPTMAN-WOODWARD MEDICAL RESEARCH INSTITUTE

700 ELLICOTT STREET
BUFFALO,NY14023 		  PUBLIC CHARITY CAPACITY BLDG: SKILL SET BLDG THROUGH STRUCTURAL BIOLOGY PRGM 1,360

HORIZONS NATIONAL

120 POST ROAD WEST SUITE 202
WESTPORT,CT06880 		  PUBLIC CHARITY HORIZONS SUMMER PRGM AT RESOURCE COUNCIL OF WNY 30,000

JUNIOR ACHIEVEMENT OF WNY

500 CORPORATE PARKWAYM SUITE 118
AMHERST,NY14226 		  PUBLIC CHARITY CAPACITY BLDG FOR JA COMPANY PRGM 2,550

KAREN SOCIETY OF BUFFALO

MAILING 30 DEWITT STREET
BUFFALO,NY14213 		  PUBLIC CHARITY PROGRAM SUPPORT FOR YOUTH AFTERSCHOOL PRGMS 25,000

LEARNING DISABILITIES ASSOCIATION OF WESTERN NEW YORK

2555 ELMWOOD AVENUE
KENMORE,NY14217 		  PUBLIC CHARITY PROGRAM SUPPORT: LEARNING, EDUCATION AND ACADEMIC DEV (LEAD)716 PRGM 40,000

NEW YORK STATE NETWORK FOR YOUTH SUCCESS

415 RIVER ST
TROY,NY12180 		  PUBLIC CHARITY CAPACITY BLDG: STRATEGIC PLANNING FOR AFTERSCHOOL NETWORK OF WNY 12,772

NIAGARA UNIVERSITY

5795 LEWISTON ROAD
NIAGARA UNIVERSITY,NY14109 		  PUBLIC CHARITY TUITION SUPPORT FOR FALL 2023 BUTF FELLOWS 18,064

PARKER ACADEMY

49 INDIAN CHURCH ROAD
BUFFALO,NY14210 		  PUBLIC CHARITY CAPACITY BLDG: NETWORK FOR GOOD'S JUMPSTART 4,000

PARKER ACADEMY

49 INDIAN CHURCH ROAD
BUFFALO,NY14210 		  PUBLIC CHARITY PROGRAM SUPPORT: AFTERSCHOOL PROGRAM 30,000

PEACE OF THE CITY MINISTRIES

PO BOX 750
BUFFALO,NY14213 		  PUBLIC CHARITY PRGM SUPPORT: EXPANSION OF MS LITERACY & MATH TUTORING 40,000

PERSISTENCE PREPARATORY ACADEMY CHARTER SCHOOL

378 URBAN STREET
BUFFALO,NY14211 		  PUBLIC CHARITY PROGRAM & CAPACITY BLDG; GOOD-TO-GREAT SUPPORT 299,640

POLICE ATHLETIC LEAGUE OF BUFFALO INC

65 NIAGARA SQUARE FLOOR 21
BUFFALO,NY14202 		  PUBLIC CHARITY STAR LITERACY PRGM PARTNERSHIP W/ LITERACY BUFFALO NIAGARA 20,000

READ TO SUCCEED BUFFALO

392 PEARL STREET
BUFFALO,NY14202 		  PUBLIC CHARITY PROGRAM SUPPORT: EXPERIENCE CORPS VOLUNTEER TUTORING 75,000

RELAY GRADUATE SCHOOL OF EDUCATION

40 W 20TH ST
NEW YORK,NY10011 		  PUBLIC CHARITY TUITION SUPPORT FOR FALL 2023 BUTF FELLOWS 19,190

RELAY GRADUATE SCHOOL OF EDUCATION

40 W 20TH ST
NEW YORK,NY10011 		  PUBLIC CHARITY 2022-24 RELAY TEACHER PIPELINE STUDENT SUPPORT 8,000

ROSWELL PARK ALLIANCE FOUNDATION

ELM AND CARLTON STREETS RSC 234
BUFFALO,NY14263 		  PUBLIC CHARITY CAPACITY BLDG: OUR STORIES HS SUMMER INTENSIVE W/ BPS 19,200

RURAL OUTREACH CENTER

730 OLEAN ROAD
EAST AURORA,NY14052 		  PUBLIC CHARITY PROGRAM SUPPORT: THE ROC SQUAD AFTERSCHOOL PRGM 30,000

SAY YES BUFFALO SCHOLARSHIP INC

1166 JEFFERSON AVE SUITE A
BUFFALO,NY14208 		  PUBLIC CHARITY 2023 SAY YES BUFFALO SUMMER CAMP INITIATIVE 300,000

SENECA STREET COMMUNITY DEVELOPMENT CORPORATION

1218 SENECA STREET
BUFFALO,NY14210 		  PUBLIC CHARITY PROGRAM SUPPORT: YOUTH PROGRAM 35,000

TAPESTRY CHARTER SCHOOL

65 GREAT ARROW AVENUE
BUFFALO,NY14216 		  PUBLIC CHARITY PROGRAM SUPPORT FOR NEW GROW YOUR OWN TEACHER PRGM 3,500

THE BISON CHILDREN'S SCHOLARSHIP FUND INC

284 DELAWARE AVENUE
BUFFALO,NY14202 		  PUBLIC CHARITY TUITION SUPPORT OF 2023-24 MIDDLE SCHOOL SCHOLARS 69,600

THE KING URBAN LIFE CENTER

938 GENESEE STREET
BUFFALO,NY14211 		  PUBLIC CHARITY PRGM SUPPORT FOR EXPANSION OF PARENT CHILD+ PRGM 50,000

THE SERVICE COLLABORATIVE OF WNY INC

173 ELM STREET SUITE 100
BUFFALO,NY14203 		  PUBLIC CHARITY ABLE EARLY CHILDHOOD PRGM: PRE-K TEACHER PIPELINE 83,000

THE TEACHER'S DESK

22 NORTHAMPTON STREET
BUFFALO,NY14209 		  PUBLIC CHARITY RESOURCES & SUPPLIES FOR EC. DISADVANTAGED STUDENTS 15,000

TNTP

500 7TH AVENUE 8TH FLOOR
NEW YORK,NY10018 		  PUBLIC CHARITY BUFFALO URBAN TEACHING FELLOWS (BUTF) 600,000

TNTP

500 7TH AVENUE 8TH FLOOR
NEW YORK,NY10018 		  PUBLIC CHARITY SCHOOL YEAR 22-23: INSIGHT SURVEYS FOR LOCAL SCHOOLS 26,600

UNIVERSITY DISTRICT COMMUNITY DEVELOPMENT ASSOCIATION INC

3242 MAIN ST
BUFFALO,NY14214 		  PUBLIC CHARITY CAPACITY BLDG FOR AFTERSCHOOL ACADEMIC PROGRAM 6,000

UNIVERSITY OF SOUTHERN CALIFORNIA

635 DOWNEY WAY
LOS ANGELES,CA90089 		  PUBLIC CHARITY EVALUATION OF YEAR 2 OF BUFFALO URBAN TEACHING FELLOWS 59,914

VALLEY COMMUNITY ASSOCIATION INC

93 LEDDY STREET
BUFFALO,NY14210 		  PUBLIC CHARITY PROGRAM SUPPORT FOR STRIVING FOR EXCELLENCE ACADEMIC PRGM 30,000

WEDI BUFFALO

436 GRANT STREET
BUFFALO,NY14213 		  PUBLIC CHARITY PROGRAM SUPPORT: WEDI'S ACADEMIC PRGMS 50,000

WEDI BUFFALO

436 GRANT STREET
BUFFALO,NY14213 		  PUBLIC CHARITY CAPACITY BLDG: NETWORK FOR GOOD'S JUMPSTART 4,000

WEST SIDE COMMUNITY SERVICES INC

161 VERMONT STREET
BUFFALO,NY14213 		  PUBLIC CHARITY PROGRAM SUPPORT: YOUTH SERVICES ACADEMIC PRGMS 25,000

YMCA BUFFALO NIAGARA

301 CAYUGA ROAD SUITE 100
BUFFALO,NY14225 		  PUBLIC CHARITY CAPACITY BLDG: SUMMER LEARNING LOSS PREVENTION PRGMS 2,550

ZOOLOGICAL SOCIETY OF BUFFALO INC

300 PARKSIDE AVENUE
BUFFALO,NY14214 		  PUBLIC CHARITY PROGRAM SUPPORT: LIFE SCIENCE CAREER LAB PRGM 20,000

ALLEYWAY THEATRE

ONE CURTAIN UP ALLEY
BUFFALO,NY14202 		  PUBLIC CHARITY GENERAL OPERATING 30,000

ALLEYWAY THEATRE

ONE CURTAIN UP ALLEY
BUFFALO,NY14202 		  PUBLIC CHARITY 2024 CULLEN FELLOWS - EMERGING PERF ARTS LEADERS PRGM 10,000

ARTPARK & COMPANY INC

450 S 4TH STREET
LEWISTON,NY14092 		  PUBLIC CHARITY GENERAL OPERATING 45,000

ARTS AT THE BAKERY (WEST FALLS CTR FOR THE ARTS)

1863 DAVIS RD
WEST FALLS,NY14170 		  PUBLIC CHARITY CAPACITY BLDG: NETWORK FOR GOOD'S JUMPSTART 4,000

BUFFALO CHAMBER PLAYERS

511 POTOMAC AVE
BUFFALO,NY14222 		  PUBLIC CHARITY PROGRAM SUPPORT 20,000

BUFFALO OPERA UNLIMITED

61 ANDERSON PL
BUFFALO,NY14222 		  PUBLIC CHARITY CAPACITY BLDG: ARTISTIC DIRECTOR FUNDING 15,000

BUFFALO PHILHARMONIC CHORUS

PO BOX 176
BUFFALO,NY14207 		  PUBLIC CHARITY CAPACITY BLDG & PRGM SUPPORT 20,000

BUFFALO PHILHARMONIC ORCHESTRA

786 DELAWARE AVENUE
BUFFALO,NY14209 		  PUBLIC CHARITY GENERAL OPERATING 100,000

BUFFALO STATE COLLEGE FOUNDATION INC

BUFFALO STATE COLLEGE 1300 ELMWOOD
AVE CLEV 511
BUFFALO,NY14222 		  PUBLIC CHARITY PROGRAM SUPPORT FOR PUBLIC PERFORMANCE SERIES AT ROCKWELL HALL 15,000

BUFFALO STRING WORKS

PO BOX 195
BUFFALO,NY14213 		  PUBLIC CHARITY 2024 CULLEN FELLOWS - EMERGING PERF ARTS LEADERS PRGM 10,000

BUFFALO STRING WORKS

PO BOX 195
BUFFALO,NY14213 		  PUBLIC CHARITY STRATEGIC PLANNING & PRGM SUPPORT FOR PUBLIC PERFORMANCES 25,000

BURCHFIELD PENNEY ART CENTER

1300 ELMWOOD AVENUE
BUFFALO,NY14222 		  PUBLIC CHARITY PERFORMING ARTS PROGRAMMING AT BPAC 35,000

BURCHFIELD PENNEY ART CENTER

1300 ELMWOOD AVENUE
BUFFALO,NY14222 		  PUBLIC CHARITY CAMP EVERYTHING (2020-2024) COLLABORATIVE GRANT 30,000

BURCHFIELD PENNEY ART CENTER

1300 ELMWOOD AVENUE
BUFFALO,NY14222 		  PUBLIC CHARITY 2024 CULLEN FELLOWS - EMERGING PERF ARTS LEADERS PRGM 10,000

D'YOUVILLE COLLEGE

320 PORTER AVENUE
BUFFALO,NY14201 		  PUBLIC CHARITY KAVINOKY PRODUCTION MANAGER FUNDING 40,000

HALLWALLS INC

341 DELAWARE AVE
BUFFALO,NY14202 		  PUBLIC CHARITY GEN OPERATING FOR MUSIC PROGRAMMING 10,000

IRISH CLASSICAL THEATRE COMPANY

625 MAIN STREET
BUFFALO,NY14203 		  PUBLIC CHARITY CAPACITY BLDG: AUDIENCE DEV & ENGAGEMENT 40,000

JEWISH COMMUNITY CENTER OF GREATER BUFFALO

2640 NORTH FOREST ROAD
GETZVILLE,NY14068 		  PUBLIC CHARITY PROGRAM SUPPORT JEWISH REPERTORY THEATRE 10,000

KENAN CENTER INC

433 LOCUST STREET
LOCKPORT,NY14094 		  PUBLIC CHARITY 2024 CULLEN FELLOWS - EMERGING PERF ARTS LEADERS PRGM 10,000

KLEINHANS MUSIC HALL MANAGEMENT INC

370 PENNSYLVANIA STREET
BUFFALO,NY14201 		  PUBLIC CHARITY CAPITAL IMPROVEMENTS OF HISTORIC CONCERT HALL 400,000

NEGLIA BALLET ARTISTS

2495 MAIN STREET SUITE 600
BUFFALO,NY14214 		  PUBLIC CHARITY CAPITAL GRANT: NUTCRACKER SET RENOVATIONS 35,000

NEW YORK COUNCIL OF NONPROFITS INC

272 BROADWAY
MENANDS,NY12204 		  PUBLIC CHARITY CAPACITY BLDG: GOV & FINANCIAL WORKSHOPS FOR WNY PERF ARTS GRANTEES 22,287

NIAGARA FALLS LITTLE THEATRE INC DBA THE NIAGARA REGIONAL THEATRE GUILD

550 ELLICOTT CREEK ROAD SUITE A
TONAWANDA,NY14150 		  PUBLIC CHARITY CAPITAL GRANT: NEW FLOORING & POWERED REVOLVE 30,000

ROAD LESS TRAVELED PRODUCTIONS

PO BOX 542
BUFFALO,NY14205 		  PUBLIC CHARITY GENERAL OPERATING 50,000

ROYCROFTERS AT-LARGE ASSOCIATION INC

PO BOX 281
EAST AURORA,NY14052 		  PUBLIC CHARITY ROYCROFT CHAMBER MUSIC FESTIVAL 7,500

SHAKESPEARE IN DELAWARE PARK INC

PO BOX 716
BUFFALO,NY14205 		  PUBLIC CHARITY 2024 CULLEN FELLOWS - EMERGING PERF ARTS LEADERS PRGM 10,000

SHAKESPEARE IN DELAWARE PARK INC

PO BOX 716
BUFFALO,NY14205 		  PUBLIC CHARITY GENERAL OPERATING 50,000

SHAW FESTIVAL FOUNDATION

10 QUEENS PARADE BOX 774
NIAGARAONTHELAKE,ONTARIOL0S 1J0
CA 		  PUBLIC CHARITY SUPPORT FOR CULLEN FELLOWS PROGRAM IN 2024-25 20,000

SHAW FESTIVAL FOUNDATION

10 QUEENS PARADE BOX 774
NIAGARAONTHELAKE,ONTARIOL0S 1J0
CA 		  PUBLIC CHARITY GENERAL OPERATING 75,000

SHEA'S PERFORMING ARTS CENTER

646 MAIN STREET
BUFFALO,NY14202 		  PUBLIC CHARITY CAPITAL GRANT: UPGRADES @ 710 MAIN: SEATING, PAINT, CARPET, SOUND 100,000

SPRINGVILLE CENTER FOR THE ARTS

PO BOX 62
SPRINGVILLE,NY14141 		  PUBLIC CHARITY GENERAL OPERATING & PERF ARTS PROGRAMMING 50,000

STARRING BUFFALO INC

124 HENDRICKS BLVD
AMHERST,NY14226 		  PUBLIC CHARITY CAPACITY BLDG: PART-TIME STAFF SALARY SUPPORT 10,000

THEATRE ALLIANCE OF BUFFALO

PO BOX 232
BUFFALO,NY14205 		  PUBLIC CHARITY PART-TIME INDEPENDENT CONTRACTOR SALARY SUPPORT 5,000

THEATRE OF YOUTH COMPANY INC

203 ALLEN STREET
BUFFALO,NY14201 		  PUBLIC CHARITY GENERAL OPERATING 25,000

TORN SPACE THEATER

270 LAFAYETTE AVE
BUFFALO,NY14213 		  PUBLIC CHARITY PROGRAM SUPPORT: INTERSECTION PERFORMANCE SERIES 50,000

UJIMA COMPANY INC

429 PLYMOUTH AVENUE SUITE 2
BUFFALO,NY14213 		  PUBLIC CHARITY GENERAL OPERATING 23,139

VOCALIS CHAMBER CHOIR

110 NORMAL AVE
BUFFALO,NY14213 		  PUBLIC CHARITY PROGRAM SUPPORT: CHORAL CONNECTIONS SERIES 5,000
Total .................................right arrow 3a 5,034,514
bApproved for future payment

716 SQUASH
PO BOX 372
BUFFALO,NY14207 		  PUBLIC CHARITY COLLEGE AND CAREER PATHWAYS 25,000

ARTPARK & COMPANY INC
450 S 4TH STREET
LEWISTON,NY14092 		  PUBLIC CHARITY ARTPARK GENERAL OPERATING SUPPORT 2024 - 2026 45,000

ARTPARK & COMPANY INC
450 S 4TH STREET
LEWISTON,NY14092 		  PUBLIC CHARITY ARTPARK GENERAL OPERATING SUPPORT 2024 - 2026 45,000

BRICK EDUCATION NETWORK
534 CLINTON AVE
NEWARK,NJ07108 		  PUBLIC CHARITY BRICK BUFFALO ACADEMY CHARTER SCHOOL (BBACS) 200,000

BRICK EDUCATION NETWORK
534 CLINTON AVE
NEWARK,NJ07108 		  PUBLIC CHARITY BRICK BUFFALO ACADEMY CHARTER SCHOOL (BBACS) 200,000

BUFFALO HEARING & SPEECH CENTER
50 E NORTH ST
BUFFALO,NY14203 		  PUBLIC CHARITY LANGUAGE TO LITERACY PROGRAM 40,000

BUFFALO PREP
3485 MAIN STREET 105 ALLEN HALL UB
SOUTH CAMPUS
BUFFALO,NY14214 		  PUBLIC CHARITY PROGRAMMING PIPELINE 40,000

BUFFALO SOCIETY OF NATURAL SCIENCES
1020 HUMBOLDT PARKWAY
BUFFALO,NY14211 		  PUBLIC CHARITY BUFFALO MUSEUM OF SCIENCE SCHOOL PARTNERSHIP 25,000

BUFFALO STATE COLLEGE FOUNDATION INC
BUFFALO STATE COLLEGE 1300 ELMWOOD
AVE CLEV 511
BUFFALO,NY14222 		  PUBLIC CHARITY BUFFALO STATE 2023 BUTF COHORT 19,019

BUFFALO STATE COLLEGE FOUNDATION INC
BUFFALO STATE COLLEGE 1300 ELMWOOD
AVE CLEV 511
BUFFALO,NY14222 		  PUBLIC CHARITY BUFFALO STATE 2023 BUTF COHORT 8,260

BUFFALO STATE COLLEGE FOUNDATION INC
BUFFALO STATE COLLEGE 1300 ELMWOOD
AVE CLEV 511
BUFFALO,NY14222 		  PUBLIC CHARITY BUFFALO STATE 2023 BUTF COHORT 10,818

BUFFALO STATE COLLEGE FOUNDATION INC
BUFFALO STATE COLLEGE 1300 ELMWOOD
AVE CLEV 511
BUFFALO,NY14222 		  PUBLIC CHARITY PROGRAM SUPPORT FOR PUBLIC PERFOMANCE AT ROCKWELL HALL 15,000

BUFFALO STATE COLLEGE FOUNDATION INC
BUFFALO STATE COLLEGE 1300 ELMWOOD
AVE CLEV 511
BUFFALO,NY14222 		  PUBLIC CHARITY BUFFALO STATE 2023 BUTF COHORT 3,000

BURCHFIELD PENNEY ART CENTER
1300 ELMWOOD AVENUE
BUFFALO,NY14222 		  PUBLIC CHARITY BURCHFIELD PENNEY ART CENTER PERFORMING ARTS PROGRAMS 35,000

BURCHFIELD PENNEY ART CENTER
1300 ELMWOOD AVENUE
BUFFALO,NY14222 		  PUBLIC CHARITY BURCHFIELD PENNEY ART CENTER PERFORMING ARTS PROGRAMS 35,000

CANISIUS COLLEGE
2001 MAIN STREET
BUFFALO,NY14208 		  PUBLIC CHARITY CANISIUS UNIVERSITY 2023 BUTF COHORT 51,403

CANISIUS COLLEGE
2001 MAIN STREET
BUFFALO,NY14208 		  PUBLIC CHARITY CANISIUS UNIVERSITY 2023 BUTF COHORT 19,476

CANISIUS COLLEGE
2001 MAIN STREET
BUFFALO,NY14208 		  PUBLIC CHARITY CANISIUS UNIVERSITY 2023 BUTF COHORT 24,254

CANISIUS COLLEGE
2001 MAIN STREET
BUFFALO,NY14208 		  PUBLIC CHARITY CANISIUS UNIVERSITY 2023 BUTF COHORT 27,243

ENTERPRISE CHARTER SCHOOL
275 OAK STREET
BUFFALO,NY14203 		  PUBLIC CHARITY CHARTER COHORT GRANT: EARLY LITERACY TUTORING 28,700

HORIZONS NATIONAL
120 POST ROAD WEST SUITE 202
WESTPORT,CT06880 		  PUBLIC CHARITY HORIZONS AT RESOURCE COUNCIL OF NEW YORK 40,000

JEWISH COMMUNITY CENTER OF GREATER BUFFALO
2640 NORTH FOREST ROAD
GETZVILLE,NY14068 		  PUBLIC CHARITY JEWISH REPERTORY THEATRE SPECIAL ENGAGEMENT EVENTS 10,000

KAREN SOCIETY OF BUFFALO
MAILING 30 DEWITT STREET
BUFFALO,NY14213 		  PUBLIC CHARITY KAREN SOCIETY OF BUFFALO: YOUTH PROGRAM 25,000

KING CENTER CHARTER SCHOOL
156 NEWBURGH AVE
BUFFALO,NY14211 		  PUBLIC CHARITY CHARTER COHORT GRANT: EARLY LITERACY TUTORING 27,552

KLEINHANS MUSIC HALL MANAGEMENT INC
370 PENNSYLVANIA STREET
BUFFALO,NY14201 		  PUBLIC CHARITY KLEINHANS MUSIC HALL KEEPING IT MODERN CAMPAIGN 200,000

KLEINHANS MUSIC HALL MANAGEMENT INC
370 PENNSYLVANIA STREET
BUFFALO,NY14201 		  PUBLIC CHARITY KLEINHANS MUSIC HALL KEEPING IT MODERN CAMPAIGN 200,000

KLEINHANS MUSIC HALL MANAGEMENT INC
370 PENNSYLVANIA STREET
BUFFALO,NY14201 		  PUBLIC CHARITY KLEINHANS MUSIC HALL KEEPING IT MODERN CAMPAIGN 200,000

LEARNING DISABILITIES ASSOCIATION OF WESTERN NEW YORK
2555 ELMWOOD AVENUE
KENMORE,NY14217 		  PUBLIC CHARITY LEARNING, EDUCATION AND ACADEMIC DEVELOPMENT (LEAD)716- PROGRAM SUPPORT 40,000

NIAGARA UNIVERSITY
5795 LEWISTON ROAD
NIAGARA UNIVERSITY,NY14109 		  PUBLIC CHARITY NIAGARA UNIVERSITY BUTF 2023 COHORT 11,718

NIAGARA UNIVERSITY
5795 LEWISTON ROAD
NIAGARA UNIVERSITY,NY14109 		  PUBLIC CHARITY NIAGARA UNIVERSITY BUTF 2023 COHORT 11,692

NIAGARA UNIVERSITY
5795 LEWISTON ROAD
NIAGARA UNIVERSITY,NY14109 		  PUBLIC CHARITY NIAGARA UNIVERSITY BUTF 2023 COHORT 11,526

PEACE OF THE CITY MINISTRIES
PO BOX 750
BUFFALO,NY14213 		  PUBLIC CHARITY MIDDLE SCHOOL EXPANSION: TUTORING, LITERACY FOR ALL, MATHEMATICS 40,000

PERSISTENCE PREPARATORY ACADEMY CHARTER SCHOOL
378 URBAN STREET
BUFFALO,NY14211 		  PUBLIC CHARITY CHARTER COHORT GRANT: EARLY LITERACY TUTORING 34,400

REACH ACADEMY CHARTER SCHOOL
115 ASH STREET
BUFFALO,NY14204 		  PUBLIC CHARITY CHARTER COHORT GRANT: EARLY LITERACY TUTORING 34,160

READ TO SUCCEED BUFFALO
392 PEARL STREET
BUFFALO,NY14202 		  PUBLIC CHARITY CHARTER COHORT TUTORING FOR PRIMARY HALL STUDENTS 9,210

RELAY GRADUATE SCHOOL OF EDUCATION
40 W 20TH ST
NEW YORK,NY10011 		  PUBLIC CHARITY RELAY 2023 BUTF COHORT 9,083

RELAY GRADUATE SCHOOL OF EDUCATION
40 W 20TH ST
NEW YORK,NY10011 		  PUBLIC CHARITY RELAY 2023 BUTF COHORT 9,596

RELAY GRADUATE SCHOOL OF EDUCATION
40 W 20TH ST
NEW YORK,NY10011 		  PUBLIC CHARITY RELAY 2023 BUTF COHORT 10,833

RELAY GRADUATE SCHOOL OF EDUCATION
40 W 20TH ST
NEW YORK,NY10011 		  PUBLIC CHARITY RELAY 2023 BUTF COHORT 10,795

RURAL OUTREACH CENTER
730 OLEAN ROAD
EAST AURORA,NY14052 		  PUBLIC CHARITY PROGRAM GRANT: AFTER SCHOOL TUTORING 30,000

SHAKESPEARE IN DELAWARE PARK INC
PO BOX 716
BUFFALO,NY14205 		  PUBLIC CHARITY GENERAL OPERATING SUPPORT FOR FREE PUBLIC THEATER 50,000

SHAKESPEARE IN DELAWARE PARK INC
PO BOX 716
BUFFALO,NY14205 		  PUBLIC CHARITY GENERAL OPERATING SUPPORT FOR FREE PUBLIC THEATER 50,000

SOUTH BUFFALO CHARTER SCHOOL
154 SOUTH OGDEN STREET
BUFFALO,NY14210 		  PUBLIC CHARITY CHARTER COHORT GRANT: EARLY LITERACY TUTORING 27,659

STARRING BUFFALO INC
124 HENDRICKS BLVD
AMHERST,NY14226 		  PUBLIC CHARITY BUILDING CAPACITY THROUGH SUPPORT OF STAFF POSITIONS 10,000

THE KING URBAN LIFE CENTER
938 GENESEE STREET
BUFFALO,NY14211 		  PUBLIC CHARITY EXPANSION OF PARENT CHILD + PROGRAM 50,000

THE TEACHER'S DESK
22 NORTHAMPTON STREET
BUFFALO,NY14209 		  PUBLIC CHARITY RESOURCES AND SUPPLIES FOR ECONOMICALLY DISADVANTAGED STUDENTS 15,000

THE TEACHER'S DESK
22 NORTHAMPTON STREET
BUFFALO,NY14209 		  PUBLIC CHARITY RESOURCES AND SUPPLIES FOR ECONOMICALLY DISADVANTAGED STUDENTS 15,000

UJIMA COMPANY INC
429 PLYMOUTH AVENUE SUITE 2
BUFFALO,NY14213 		  PUBLIC CHARITY UJIMA COMPANY PERFORMANCES 25,000

UNIVERSITY OF SOUTHERN CALIFORNIA
635 DOWNEY WAY
LOS ANGELES,CA90089 		  PUBLIC CHARITY BUFFALO URBAN TEACHING FELLOWS EVALUATION YEAR 2 29,957

UNIVERSITY OF SOUTHERN CALIFORNIA
635 DOWNEY WAY
LOS ANGELES,CA90089 		  PUBLIC CHARITY BUFFALO URBAN TEACHING FELLOWS EVALUATION YEAR 2 29,957

VALLEY COMMUNITY ASSOCIATION INC
93 LEDDY STREET
BUFFALO,NY14210 		  PUBLIC CHARITY PROGRAM GRANT: AFTER SCHOOL AND SUMMER PROGRAM 30,000

WEDI BUFFALO
436 GRANT STREET
BUFFALO,NY14213 		  PUBLIC CHARITY WEDI K TO 8 EDUCATION PROGRAMS 50,000

WEST SIDE COMMUNITY SERVICES INC
161 VERMONT STREET
BUFFALO,NY14213 		  PUBLIC CHARITY PROGRAM FUNDS: AFTER SCHOOL AND SUMMER K TO 8 25,000

ZOOLOGICAL SOCIETY OF BUFFALO INC
300 PARKSIDE AVENUE
BUFFALO,NY14214 		  PUBLIC CHARITY PROGRAM FUNDS LIFE SCIENCE CAREER LAB HIGH SCHOOL PROGRAM 17,000
Total ................................. right arrow 3b 2,287,311
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 1,213,279  
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 ............ 		    43 485,697  
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 1,698,976 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,698,976
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
CULLEN FOUNDATION OF WESTERN NEW YORK
INC
Employer identification number

87-0849992
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
CULLEN FOUNDATION OF WESTERN NEW YORK
INC 		Employer identification number
87-0849992
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JOHN S CULLEN II GRANTOR TRUST
 
200 SUMMER STREET
 
BUFFALO, NY14222

$ 2,025,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
BEVERLY EBERT CHARITABLE REMAINDER TRUST
 
200 SUMMER STREET
 
BUFFALO, NY14222

$ 800,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
CULLEN FOUNDATION OF WESTERN NEW YORK
INC 		Employer identification number

87-0849992
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
CULLEN FOUNDATION OF WESTERN NEW YORK
INC 		Employer identification number

87-0849992
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
CULLEN FOUNDATION OF WESTERN NEW YORK
 
INC
EIN:
87-0849992
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 53,950 26,975   26,975

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
CULLEN FOUNDATION OF WESTERN NEW YORK
 
INC
EIN:
87-0849992
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FURNITURE 2015-12-01 53,085 37,603 SL 10.000000000000 5,309 5,309    
POLYCAM PHONE 2015-12-01 1,145 811 SL 10.000000000000 115 115    
AMHERST ALARM SYSTEM 2016-03-01 2,204 1,404 SL 10.000000000000 320 320    
APPLE LAPTOP 2022-04-05 2,477 228 SL 5.000000000000 456 456    
APPLE LAPTOP 2022-07-17 2,278 228 SL 5.000000000000 456 456    
DELL INSPIRON 7000 AND HP LASERJET PRINTER 2015-01-01 1,410 1,410 SL 3.000000000000 0 0    
HP ENVY 15 LAPTOP 2015-01-01 892 892 SL 3.000000000000 0 0    
PC (CONFERENCE ROOM) 2015-12-01 686 686 SL 3.000000000000 0 0    
CLICK SHARE 2015-12-01 1,550 1,550 SL 3.000000000000 0 0    
LIFESIZE ICON FLEX 2015-12-01 1,952 1,952 SL 3.000000000000 0 0    
FIREWALL/SWITCH/WIFI ACCESS PT 2015-12-01 4,320 4,320 SL 3.000000000000 0 0    
LEASEHOLD IMPROVEMENTS 2015-12-01 520 520 SL 5.000000000000 0 0    
DELL LAPTOP 2023-04-01 918   SL 5.000000000000 92 138    
CONFERENCE ROOM 2023-06-01 8,520   SL 5.000000000000 852 994    

TY 2023 InvestmentsOtherSchedule2
Name:
CULLEN FOUNDATION OF WESTERN NEW YORK
 
INC
EIN:
87-0849992
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
3G RADAR OFFSHORE FUND FMV 2,724,056 2,724,056
AMPFIELD HOLDINGS, L.P. FMV 5,904,805 5,904,805
ASHE CAPITAL PARTNERS, LP FMV 5,891,968 5,891,968
BAIN CAPITAL VENTURE FUND 2019, LP FMV 1,766,951 1,766,951
BAIN CAPITAL VENTURE FUND 2021, L.P. FMV 838,913 838,913
BARKER PARTNERSHIP FUND FMV 4,087,317 4,087,317
BROWN CAPITAL MANAGEMENT FMV 3,456,016 3,456,016
BAYBERRY OFFSHORE LIMITED FMV 2,211,552 2,211,552
CAMBER PARTNERS FUND I-A LP FMV 622,763 622,763
CANYON VALUE REALIZATION FUND, LTD FMV 2,809,616 2,809,616
CEVIAN CAPITAL II, LTD FMV 7,648,763 7,648,763
COLCHESTER GLOBAL INVESTORS, INC. FMV 5,272,418 5,272,418
CONSONANCE PRIVATE EQUITY II, LP FMV 634,686 634,686
DIGITAL ALPHA II-A, LP FMV 967,658 967,658
EAM LONG-ONLY EMERGING MARKETS FEEDER FUND LIMITED FMV 2,994,285 2,994,285
EIGHTFOLD OPPORTUNITY FEEDER FUND IV L.P. FMV 978,278 978,278
EIGHTFOLD OPPORTUNITY FEEDER FUND V L.P. FMV 450,589 450,589
EIGHTFOLD REAL ESTATE CAPITAL FUND FMV 1,387,186 1,387,186
FF SAPPHIRE (IV) VENTURE CAPITAL FUND, LP FMV 1,492,797 1,492,797
FIRST LIGHT FOCUS FUND, LP FMV 4,091,679 4,091,679
FOCUSED INVESTORS FUND, LP FMV 5,968,812 5,968,812
GENOA VENTURES FUND II FMV 540,311 540,311
GOBI CONCENTRATED FUND, LTD FMV 7,745,896 7,745,896
HENGISTBURY FUND LIMITED FMV 3,737,929 3,737,929
ICHIAGO JAPAN FUND E FMV 3,768,655 3,768,655
JUNIPER CAPITAL II, LP FMV 770,306 770,306
JUNIPER CAPITAL III, LP FMV 984,895 984,895
KILTEARN GLOBAL EQUITY FUND FMV 7,958,463 7,958,463
KONTAKI OFFSHORE FUND FMV 3,885,524 3,885,524
LAKESTAR GROWTH I, LP FMV 659,432 659,432
LAKESTAR II, LP FMV 1,745,991 1,745,991
LAKESTAR III, LP FMV 944,531 944,531
PATRON CAPITAL VI, LP FMV 645,658 645,658
RAVEN ASSET-BASED OPPORTUNITY FUND III, LP FMV 1,829,857 1,829,857
RESOURCE LAND FUND V, LP FMV 1,405,225 1,405,225
SHELTER GROWTH INTERNATIONAL TACTICAL OPPORTUNITY FUND LP FMV 1,506,306 1,506,306
SOUNDCORE CAPITAL PARTNERS FMV 1,753,803 1,753,803
SHINE CAPITAL I, LP FMV 73,630 73,630
SHINE CAPITAL II, LP FMV 214,473 214,473
SPARK CAPITAL GROWTH FUND IV, LP FMV 352,290 352,290
SPARK CAPITAL VII, LP FMV 231,071 231,071
THE NORDFLINT FUND LLC FMV 4,763,209 4,763,209
USV CLIMATE 2022 LP FMV 112,990 112,990
VANGUARD INSTL INDEX FMV 2,399,321 2,399,321
VANGUARD INST INDEX FUND INST FMV 4,014,586 4,014,586
VANGUARD SHORT-TERM BOND INDEX ADM FMV 305,516 305,516
VANGUARD TOTAL BOND MKT INDEX INST FMV 5,740,633 5,740,633
VENBIO GLOBAL STRATEGIC FUND IV, L.P. FMV 344,794 344,794
WGI EMERGING MARKETS FUND, LLC FMV 5,318,365 5,318,365
VANGUARD INFLATION PROTECTED FMV 2,865,333 2,865,333

TY 2023 LandEtcSchedule2
Name:
CULLEN FOUNDATION OF WESTERN NEW YORK
 
INC
EIN:
87-0849992
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE 53,085 42,912 10,173  
POLYCAM PHONE 1,145 926 219  
AMHERST ALARM SYSTEM 2,204 1,724 480  
APPLE LAPTOP 2,477 684 1,793  
APPLE LAPTOP 2,278 684 1,594  
DELL INSPIRON 7000 AND HP LASERJET PRINTER 1,410 1,410 0  
HP ENVY 15 LAPTOP 892 892 0  
PC (CONFERENCE ROOM) 686 686 0  
CLICK SHARE 1,550 1,550 0  
LIFESIZE ICON FLEX 1,952 1,952 0  
FIREWALL/SWITCH/WIFI ACCESS PT 4,320 4,320 0  
LEASEHOLD IMPROVEMENTS 520 520 0  
DELL LAPTOP 918 92 826  
CONFERENCE ROOM 8,520 852 7,668  


TY 2023 LegalFeesSchedule
Name:
CULLEN FOUNDATION OF WESTERN NEW YORK
 
INC
EIN:
87-0849992
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 7,842 3,921   3,921


TY 2023 OtherAssetsSchedule
Name:
CULLEN FOUNDATION OF WESTERN NEW YORK
 
INC
EIN:
87-0849992
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT - REVPAC 0 300,000 300,000
RIGHT OF USE - 250 DELAWARE 0 104,953 104,953
LOAN RECEIVABLE - BUFFALO CREEK 0 351,891 351,891


TY 2023 OtherExpensesSchedule
Name:
CULLEN FOUNDATION OF WESTERN NEW YORK
 
INC
EIN:
87-0849992
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 11,454 5,727   5,727
INFORMATION TECHNOLOGY 27,420 13,710   13,710
MISCELLANEOUS 9,507 4,754   4,753
PROFESSIONAL DEVELOPMENT 3,150 0   3,150
BANK FEES 2,713 2,713   0
MEMBERSHIPS & AFFILIATIONS 3,515 1,758   1,757
OFFICE EXPENSES 11,354 5,677   5,677
INVESTMENT EXPENSES INCURRED IN INVESTMENT HOLDINGS 1,539,309 821,009   0


TY 2023 OtherIncomeSchedule2
Name:
CULLEN FOUNDATION OF WESTERN NEW YORK
 
INC
EIN:
87-0849992
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AMPFIELD HOLDINGS (ONSHORE), LP - 988 GAIN/LOSS   -33,256  
COLCHESTER GLOBAL BOND FUND - 988 GAIN/LOSS   -270,599  
KILTEARN GLOBAL EQUITY FUND - - 988 GAIN/LOSS   -1,523  
WGI EMERGING MARKETS FUND, LLC - 988 GAIN/LOSS   -6,023  
ADDBACK: 1988 LOSS NOT DEDUCTIBLE   311,401  
BAIN CAPITAL VENTURE FUND 2021, LP   486  
EIGHTFOLD REAL ESTATE CAPITAL FUND V, LP - FOREIGN INCOME FROM PFIC   118,881  
FIRST LIGHT FOCUS FUND LP - OTHER INCOME/LOSS   17  
JUNIPER CAPITAL II, LP - SALE OF PARTNERSHIP INTEREST   76,044  
JUNIPER CAPITAL II, LP - OTHER INCOME/LOSS   6,945  
JUNIPER CAPITAL III, LP - SALE OF PARTNERSHIP INTEREST   205,120  
KILTEARN GLOBAL EQUITY FUND - SECTION 1296 MTM ORDINARY INCOME   26,539  
LAKESTAR GROWTH I, LP - OTHER INCOME/LOSS   -14  
LAKESTAR II, LP - OTHER INCOME/LOSS   -31  
LAKESTAR III, LP - OTHER INCOME/LOSS   -29  
RESOURCE LAND FUND V, LP - OTHER INCOME/LOSS   181  
JUNIPER CAPITAL II, LP - K-1 ORDINARY INCOME, NET EXPENSES (UBI)   0  
JUNIPER CAPITAL III, LP - K-1 ORDINARY INCOME, NET EXPENSES (UBI)   0  
RESOURCE LAND FUND V, LP - ORDINARY INCOME   1,562  
RESOURCE LAND FUND V, LP - ORDINARY INCOME (UBI)   0  
SHINE CAPITAL II, LP (UBI)   0  
RESOURCE LAND FUND V, LP - RENTAL INCOME, NET EXPENSES   2,940  
RESOURCE LAND FUND V, LP - RENTAL INCOME, NET EXPENSES (UBI)   0  
JUNIPER CAPITAL II, LP - ROYALTIES, NET EXPENSES   2,489  
JUNIPER CAPITAL III, LP - ROYALTIES, NET EXPENSES   1,027  
RESOURCE LAND FUND V, LP - ROYALTIES, NET EXPENSES   13,596  


TY 2023 OtherIncreasesSchedule
Name:
CULLEN FOUNDATION OF WESTERN NEW YORK
 
INC
EIN:
87-0849992
Description Amount
TRANSFER OF NET ASSETS FROM CULLEN FOUNDATION (EIN: 73-1691396) 119,629,339
PRIOR YEAR ACCRUED GRANTS PAID IN CURRENT YEAR 1,981,720
UNREALIZED GAIN 14,074,191


TY 2023 OtherLiabilitiesSchedule
Name:
CULLEN FOUNDATION OF WESTERN NEW YORK
 
INC
EIN:
87-0849992
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE OBLIGATION 0 104,953


TY 2023 OtherProfessionalFeesSchedule
Name:
CULLEN FOUNDATION OF WESTERN NEW YORK
 
INC
EIN:
87-0849992
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT COMMITTEE FEES 8,250 8,250   0
CHARITABLE CONSULTING FEES 359,376 0   359,376
INVESTMENT ADVISORY FEES 232,645 232,645   0
PAYROLL SERVICE FEES 5,627 846   4,781


TY 2023 TaxesSchedule
Name:
CULLEN FOUNDATION OF WESTERN NEW YORK
 
INC
EIN:
87-0849992
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NY TAXES 250 250   0
NY FILING FEE 1,500 0   1,500
FEDERAL TAXES 15,833 0   0