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 04-01-2023 , and ending 03-31-2024
Name of foundation
THE WESTERN NEW YORK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2495 MAIN STREET 464
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUFFALO, NY14214
A Employer identification number

16-0845962
B Telephone number (see instructions)

(716) 839-4225
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$23,070,642J 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) 906,079
2 Check right arrow.............
3 Interest on savings and temporary cash investments 5,208 5,208  
4 Dividends and interest from securities... 407,381 407,381  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 617,160
b Gross sales price for all assets on line 6a 969,280
7 Capital gain net income (from Part IV, line 2)... 617,160
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).......      
12 Total. Add lines 1 through 11........ 1,935,828 1,029,749  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 146,934 7,347   139,587
14 Other employee salaries and wages...... 134,700 12,860   121,840
15 Pension plans, employee benefits....... 46,708 2,335   44,373
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,381 2,845   8,536
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
37,689 35,052   2,637
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
750 0   750
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,570 0   17,570
21 Travel, conferences, and meetings....... 11,190 0   11,190
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,697 0   22,697
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 429,619 60,439   369,180
25 Contributions, gifts, grants paid....... 749,904 749,904
26 Total expenses and disbursements. Add lines 24 and 25 1,179,523 60,439   1,119,084
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 756,305
b Net investment income (if negative, enter -0-) 969,310
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............. 53,844 102,858 102,858
2 Savings and temporary cash investments......... 464,182 1,734,306 1,734,306
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 18,334,295 Click to see attachment
List of Attached Documents:
// Content
20,946,667 		20,946,667
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).......... 475,247 Click to see attachment
List of Attached Documents:
// Content
286,811 		286,811
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,327,568 23,070,642 23,070,642
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........... 18,992,936 20,526,016
25 Net assets with donor restrictions............ 334,632 2,544,626
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)..... 19,327,568 23,070,642
30 Total liabilities and net assets/fund balances (see instructions). 19,327,568 23,070,642
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
19,327,568
2
Enter amount from Part I, line 27a .....................
2
756,305
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,986,769
4
Add lines 1, 2, and 3 ..........................
4
23,070,642
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
23,070,642
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 VANGUARD SMALL CAP P 2006-11-17 2023-04-17
b VANGUARD SMALL CAP P 2006-11-17 2023-05-15
c VANGUARD SMALL CAP P 2006-11-17 2023-06-20
d VANGUARD SMALL CAP P 2006-11-17 2023-09-01
e VANGUARD SMALL CAP P 2006-11-17 2023-10-02
VANGUARD SMALL CAP P 2007-11-09 2023-11-06
VANGUARD SMALL CAP P 2006-11-17 2023-11-06
VANGUARD SMALL CAP P 2010-12-16 2023-11-06
VANGUARD SMALL CAP P 2010-12-16 2023-11-06
VANGUARD SMALL CAP P 2012-06-26 2023-11-06
(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 83,025   30,293 52,732
b 82,945   30,773 52,172
c 82,950   29,194 53,756
d 240,047   81,192 158,855
e 240,073   88,542 151,531
65,283   24,449 40,834
23,688   8,724 14,964
90,090   35,055 55,035
18,652   7,265 11,387
42,527   16,633 25,894
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       52,732
b       52,172
c       53,756
d       158,855
e       151,531
      40,834
      14,964
      55,035
      11,387
      25,894
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 2 617,160
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 13,473
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 13,473
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 13,473
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 19,835
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,835
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 6,362
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,362 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
 
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:
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.WNYFOUNDATION.ORG
14
The books are in care ofright arrowBETH K GOSCH Telephone no.right arrow (716) 839-4225

Located atright arrow2495 MAIN STREET STE 464BUFFALONY ZIP+4right arrow14214
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
 
 
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
THEODORE V BUERGER CHAIRPERSON
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
BERNIE A TOLBERT PRESIDENT
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
SHARON J MATHE VICE PRESIDENT
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
ANDREW W DORN JR TREASURER
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
LIZ BUERGER SECRETARY
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
PAULETTE M CROOKE TRUSTEE
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
JAMES A W MCLEOD TRUSTEE
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
JENNIFER JOHNSON TRUSTEE
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
MILES GRESHAM TRUSTEE
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
BRIELYNN BELL TRUSTEE ASSOCIATE
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
JOHN BEHM TRUSTEE ASSOCIATE
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
ALEXA JOAN WAJED TRUSTEE ASSOCIATE
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
BETH K GOSCH EXECUTIVE DIRECTOR
40.00 		146,934 19,004 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
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...................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
NONE
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
19,752,437
b
Average of monthly cash balances.......................
1b
622,224
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
20,374,661
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
20,374,661
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
305,620
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,069,041
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,003,452
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
1,003,452
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,473
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,473
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
989,979
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
989,979
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
989,979
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
1,119,084
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
1,119,084
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 7 989,979
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 104,370
b From 2019...... 79,022
c From 2020...... 692,621
d From 2021...... 790,650
e From 2022...... 747,831
f Total of lines 3a through e ........ 2,414,494
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,119,084
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 989,979
e Remaining amount distributed out of corpus 129,105
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 2,543,599
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		104,370
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,439,229
10 Analysis of line 9:
a Excess from 2019.... 79,022
b Excess from 2020.... 692,621
c Excess from 2021.... 790,650
d Excess from 2022.... 747,831
e Excess from 2023.... 129,105
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:
BETH K GOSCH
2495 MAIN STREET STE 464
BUFFALO,NY14214
(716) 839-4225
bThe form in which applications should be submitted and information and materials they should include:
SEE FOUNDATION'S WEBSITE - ELECTRONIC SUBMISSION REQUIRED
cAny submission deadlines:
JUNE 30TH AND NOVEMBER 30TH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE FOUNDATION'S WEBSITE
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

ACCESS OF WNY

609 RIDGE RD SUITE 210
LACKAWANNA,NY14218 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

AFRICAN AMERICAN CULTURAL CENTER

350 MASTEN AVE
BUFFALO,NY14209 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 1,000

ALIANZA AGRICOLA

23 MAIN STREET
GENESEO,NY14454 		  PC EQUITY AND SOCIAL JUSTICE GRANT 7,500

BLACK FARMER FUND

228 PARK AVENUE SOUTH
NEW YORK,NY10003 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

BUFFALO & ERIE COUNTY HISTORICAL SOCIETY

25 NOTTINGHAM COURT
BUFFALO,NY14216 		  PC MARKETING ASSOCIATE 14,163

BUFFALO AND ERIE COUNTY BOTANICAL GARDENS

2655 SOUTH PARK AVENUE
BUFFALO,NY14218 		  PC TRUSTEE DISCRETIONARY GRANT: HEALTHY PRODUCE ACCESS INITIATIVE 5,000

BUFFALO CENTER FOR HEALTH EQUITY

257 W GENESEE ST SUITE 160
BUFFALO,NY14202 		  PC IGNITING HOPE CONFERENCE 4,000

BUFFALO GO GREEN

45 PEMBROKE AVE
BUFFALO,NY14215 		  PC PRESIDENT DISCRETIONARY GRANT: FARMING TOOLS FOR ZENNAR FARM 2,500

BUFFALO GO GREEN

45 PEMBROKE AVE
BUFFALO,NY14215 		  PC EQUITY AND SOCIAL JUSTICE GRANT 7,500

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC ICAP CONSULTING FEES: GO GREEN 7,375

BUFFALO OLMSTED PARKS CONSERVANCY

84 PARKSIDE AVE
BUFFALO,NY14214 		  PC PRESIDENT DISCRETIONARY GRANT: EXECUTIVE DIRECTOR SEARCH 500

BUFFALO OLMSTED PARKS CONSERVANCY

84 PARKSIDE AVE
BUFFALO,NY14214 		  PC TRUSTEE DISCRETIONARY GRANT: EXECUTIVE DIRECTOR SEARCH 500

BUFFALO STRING WORKS

PO BOX 195 465 GRANT STREET
BUFFALO,NY14213 		  PC FULL TIME OPERATIONS DIRECTOR 10,000

BUILD PROMISE INC

PO BOX 448
BUFFALO,NY14215 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 2,500

CAUSEWAVE COMMUNITY PARTNERS

274 NORTH GOODMAN B269
ROCHESTER,NY14607 		  PC NEXTWAVE 25,000

CCNY INC

217 EAST DELEVAN AVENUE
BUFFALO,NY14208 		  PC ICAP EVALUATION 5,833

CHAUTAUQUA STRIDERS INC

301 EAST SECOND STREET SUITE 102
JAMESTOWN,NY14701 		  PC ICAP IMPLEMENTATION GRANT: DIRECTOR OF COMMUNICATIONS 12,000

COALITION FOR ECONOMIC JUSTICE

2495 MAIN ST SUITE 425
BUFFALO,NY14214 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

COLLABORATIVE CENTER FOR SOCIAL INNOVATION

35 TRANQUILITY TRAIL
LANCASTER,NY14086 		  PC PRESIDENT DISCRETIONARY: OPERATIONS 3,000

COLORED GIRLS BIKE TOO

115 ELMWOOD AVENUE
BUFFALO,NY14201 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

COLORED MUSICIANS CLUB OF BUFFALO

145 BROADWAY AVE
BUFFALO,NY14203 		  PC MANAGING DIRECTOR 23,040

COMMUNITY FOUNDATION FOR GREATER BUFFALO

726 EXCHANGE STREET SUITE 525
BUFFALO,NY14210 		  PC EAST SIDE AVENUES INITIATIVE 20,000

COMMUNITY FOUNDATION FOR GREATER BUFFALO

726 EXCHANGE STREET SUITE 525
BUFFALO,NY14210 		  PC FUND FOR THE ARTS 2023-24 15,000

COMMUNITY MUSIC SCHOOL

217 EAST DELEVAN AVENUE
BUFFALO,NY14208 		  PC FAMILY MEALS FOR STUDENTS 3,000

CORNELL COOPERATIVE EXTENSION OF CHAUTUAQUA

525 FALCONER ST
JAMESTOWN,NY14701 		  PC ICAP STIPEND 5,000

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC ICAP CONSULTING FEES: CCE CHAUTAUQUA 7,375

CORNELL COOPERATIVE EXTENSION OF ERIE COUNTY

21 S GROVE ST
EAST AURORA,NY14052 		  PC PERMACULTURE DESIGN 700

CREATE A HEALTHIER NIAGARA FALLS COLLABORATIVE

9860 NIAGARA FALLS BLVD PO BOX 193
NIAGARA FALLS,NY14304 		  PC EQUITY AND SOCIAL JUSTICE GRANT 7,500

ERIE COUNTY RESTORATIVE JUSTICE CENTER

567 HERTEL AVENUE
BUFFALO,NY14207 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

EXPLORE BUFFALO

1 SYMPHONY CIRCLE
BUFFALO,NY14201 		  PC ICAP STIPEND 10,000

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC ICAP CONSULTING FEES: EXPLORE BUFFALO 11,000

FARE SHARE OF WNY

22 MARINER ST
BUFFALO,NY14201 		  PC NOMINATE A LEADER 5,000

FOOD FOR THE SPIRIT

PO BOX 956
NAPLES,NY14512 		  PC PRESIDENT DISCRETIONARY GRANT: BFEN TRUSTEE EDUCATION SERIES SPEAKER 500

GARDENS BUFFALO NIAGARA

371 DELAWARE AVE
BUFFALO,NY14202 		  PC FOOD SYSTEM EVENT SPONSORSHIP: URBAN FARM DAY 3,000

GENESEE ORLEANS REGIONAL ARTS COUNCIL

201 EAST MAIN STREET
BATAVIA,NY14020 		  PC MARKETING AND COMMUNICATIONS COORDINATOR 19,325

GLYS OF WNY

741 MAIN ST
BUFFALO,NY14203 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

HISPANOS UNIDOS DE BUFFALO INC

254 VIRGINIA ST
BUFFALO,NY14201 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 1,000

LIFESOURCE SYSTEMS INC

163 RICHMOND AVE
BUFFALO,NY14222 		  PC PRESIDENT DISCRETIONARY GRANT: FOOD IN COMMUNITY FESTIVAL 500

MADONNA OF THE STREETS INC

PO BOX 448
BUFFALO,NY14215 		  PC CAPACITY BUILDING (FOOD); BOX TRUCK 46,906

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC ICAP ACCOUNTABILITY 2,092

MASSACHUSETTS AVENUE PROJECT

387 MASSACHUSETTS AVE
BUFFALO,NY14213 		  PC PRESIDENT DISCRETIONARY GRANT: GOOD FOOD BUFFALO COALITION TRUSTEE EDUCATION SERIES SPEAKER 500

MASSACHUSETTS AVENUE PROJECT

387 MASSACHUSETTS AVE
BUFFALO,NY14213 		  PC ICAP IMPLEMENTATIONICAP IMPLEMENTATION: OPERATIONS AND DIRECTOR AND COMMUNICATIONS MANAGER 51,100

MASSACHUSETTS AVENUE PROJECT

387 MASSACHUSETTS AVE
BUFFALO,NY14213 		  PC EQUITY AND SOCIAL JUSTICE GRANT 7,500

MEALS ON WHEELS JAMESTOWN

PO BOX 56
JAMESTOWN,NY14702 		  PC NOMINATE A LEADER 5,000

MENTAL HEALTH ADVOCATES

1021 BROADWAY AVENUE 5TH FLOOR
BUFFALO,NY14212 		  PC ICAP IMPLEMENTATION: STAFFING CAPACITY 43,400

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC ICAP CONSULTING FEES: MHA OF WNY 1,250

MICHIGAN STREET AA HERITAGE CORRIDOR

136 BROADWAY ST SUITE 101
BUFFALO,NY14203 		  PC TRUSTEE DISCRETIONARY GRANT: SOULFUL CHRISTMAS EVENT SUPPORT 1,000

MUSICALFARE THEATER

4380 MAIN STREET SUITE 123
AMHERST,NY14226 		  PC ICAP IMPLEMENTATION GRANT: PERCEPTION SURVEY MARKETING IMPLEMENTATION 10,000

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC ICAP CONSULTING FEES: NFJC 9,300

NATIONAL FEDERATION FOR JUST COMMUNITIES OF WNY

360 DELAWARE AVENUE SUITE 200
BUFFALO,NY14202 		  PC TRUSTEE DISCRETIONARY GRANT: HEROES AWARD PROGRAM 2,000

NATIONAL FEDERATION FOR JUST COMMUNITIES OF WNY

360 DELAWARE AVENUE SUITE 200
BUFFALO,NY14202 		  PC TRUSTEE DISCRETIONARY GRANT: HARVARD BUS SCHOOL NFP PROGRAM & OPERATIONS 1,000

NONE LIKE YOU EDUCATIONAL & COMMUNITY OUTREACH

PO BOX 813
BUFFALO,NY14205 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 1,000

NY FUNDERS ALLIANCE

431 E FAYETTE STREET
SYRACUSE,NY13202 		  PC NONPROFIT SUPPORT GROUP 25,181

OPEN BUFFALO

1327 JEFFERSON AVENUE UPPER
BUFFALO,NY14208 		  PC PRESIDENT DISCRETIONARY OPERATIONS 1,000

OPEN BUFFALO

1327 JEFFERSON AVENUE UPPER
BUFFALO,NY14208 		  PC BUFFALO FOOD EQUITY NETWORK: EQUITY AND SOCIAL JUSTICE GRANT: OPERATIONS 7,500

OPEN BUFFALO

1327 JEFFERSON AVENUE UPPER
BUFFALO,NY14208 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

OPEN BUFFALO

1327 JEFFERSON AVENUE UPPER
BUFFALO,NY14208 		  PC PLANNING FOR EQUITABLE URBAN AGRICULTURE BOOK 6,000

PARTNERSHIP FOR THE PUBLIC GOOD

617 MAIN STREET 300
BUFFALO,NY14203 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

PROJECT MONA'S HOUSE

852 KENSINGTON AVE
BUFFALO,NY14215 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 2,000

PROVIDENCE FARM COLLECTIVE

5701 BURTON ROAD
ORCHARD PARK,NY14127 		  PC ICAP IMPLEMENTATION: STAFFING AND MARKETING SUPPORT 25,359

PROVIDENCE FARM COLLECTIVE

5701 BURTON ROAD
ORCHARD PARK,NY14127 		  PC PRESIDENT DISCRETIONARY GRANT: TRUSTEE EDUCATION SERIES SPEAKER 250

PUSH BUFFALO

429 PLYMOUTH AVENUE SUITE 1
BUFFALO,NY14213 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

ROBERT H JACKSON CENTER

305 EAST FOURTH STREET
JAMESTOWN,NY14701 		  PC ICAP IMPLEMENTATION: DIRECTOR OF EDUCATION AND DIRECTOR OF MARKETING 50,000

ROOTED IN LOVE

670 RILEY ST
BUFFALO,NY14221 		  PC IT ASSESSMENT 500

ROYCROFT CAMPUS CORPORATION

31 SOUTH GROVE STREET
EAST AURORA,NY14052 		  PC PRESIDENT DISCRETIONARY GRANT: OPERATIONS 1,000

RURAL OUTREACH CENTER

PO BOX 447
EAST AURORA,NY14052 		  PC ICAP IMPLEMENTATION: STRATEGIC PLANNING 20,350

SENECA STREET CDC

1218 SENECA STREET
BUFFALO,NY14210 		  PC ICAP IMPLEMENTATION GRANT: YOUTH PROGRAM SUPPORT 9,500

UB FOUNDATION

319 JOHN LORD OBRIAN HALL
BUFFFALO,NY14260 		  PC 2023 MOOT EVIDENCE AWARD 1,000

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVENUE
BUFFALO,NY14209 		  PC ICAP CONSULTING FEES: : HEARTS AND HANDS 1,250

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC ICAP CONVENING 500

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC FOOD FUTURE WNY: STORYTELLING 3,600

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC AFRICAN HERITAGE FOOD CO-OP CONSULTING PROJECT 20,000

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC ICAP FINANCIAL SUPPORT 5,000

UPWARD DESIGN FOR LIFE

PO BOX 327
BUFFALO,NY14215 		  PC PRESIDENT DISCRETIONARY: OPERATIONS 4,000

WEDI

436 GRANT STREET
BUFFALO,NY14213 		  PC ICAP IMPLEMENTATION: STRATEGIC FUNDRAISING PLAN AND RETAINER 4,805

WEDI

436 GRANT STREET
BUFFALO,NY14213 		  PC ICAP IMPLEMENTATION: FINANCIAL ASSESSMENT 20,000

WESTERN NEW YORK HERITAGE INC

495 PINE RIDGE HERITAGE BLVD
BUFFALO,NY14225 		  PC TRUSTEE DISCRETIONARY GRANT: LEGENDS OF LAKE ERIE GRAPE BELT BOOK 2,500

WESTFIELD MEMORIAL HOSPITAL FOUNDATION

189 EAST MAIN ST
WESTFIELD,NY14787 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 5,000

WNY LAND CONSERVANCY

PO BOX 471
EAST AURORA,NY14052 		  PC PRESIDENT DISCRETIONARY GRANT: TRUSTEE EDUCATION SERIES SPEAKER 250

WNY LAND CONSERVANCY

PO BOX 471
EAST AURORA,NY14052 		  PC TRUSTEE DISCRETIONARY GRANT: BUY PROTECT SELL PROGRAM DEVELPMENT 5,000

WNY WOMEN'S FOUNDATION

741 MAIN ST
BUFFALO,NY14203 		  PC ICAP IMPLEMENTATION: SPECIAL PROJECTS MGR AND KNOWLEDGE MGT POSITIONS 50,000

WNY WOMEN'S FOUNDATION

742 DELAWARE AVENUE
BUFFALO,NY14209 		  PC WOMEN'S LEADERSHIP SUMMIT TRAILBLAZER SPONSOR 1,000

YMCA OF THE TWIN TIERS

1101 WAYNE ST
OLEAN,NY14760 		  PC TRUSTEE DISCRETIONARY GRANT: KINSHIP CAREGIVER SERVICES 5,000

YWCA OF JAMESTOWN

401 N MAIN STREET
JAMESTOWN,NY14701 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000
Total .................................right arrow 3a 749,904
bApproved for future payment

BUFFALO GO GREEN
45 PEMBROKE AVE
BUFFALO,NY14215 		  PC ICAP CONSULTING FEES 20,026

CAUSEWAVE COMMUNITY PARTNERS
274 NORTH GOODMAN B269
ROCHESTER,NY14607 		  PC NEXTWAVE 25,000

CCNY INC
217 EAST DELEVAN AVENUE
BUFFALO,NY14208 		  PC ICAP EVALUATION 5,833

COLORED MUSICIANS CLUB OF BUFFALO
145 BROADWAY AVE
BUFFALO,NY14203 		  PC MANAGING DIRECTOR 11,520

COMMUNITY FOUNDATION FOR GREATER BUFFALO
726 EXCHANGE STREET SUITE 525
BUFFALO,NY14210 		  PC FUND FOR THE ARTS 25,000

CORNELL COOPERATIVE EXTENSION
525 FALCONER ST
JAMESTOWN,NY14701 		  PC REGIONAL COLLABORATION 225,000

CORNELL COOPERATIVE EXTENSION OF CHAUTUAQUA
525 FALCONER ST
JAMESTOWN,NY14701 		  PC ICAP CONSULTING FEES 14,776

JERICHO ROAD
184 BARTON STREET
BUFFALO,NY14213 		  PC TRUSTEE DISCRETIONARY GRANT 4,500

MASSACHUSETTS AVENUE PROJECT
387 MASSACHUSETTS AVE
BUFFALO,NY14213 		  PC ICAP IMPLEMENTATION: OPERATIONS AND DIRECTOR AND COMMUNICATIONS MANAGER 123,564

MENTAL HEALTH ADVOCATES
1021 BROADWAY AVENUE 5TH FLOOR
BUFFALO,NY14212 		  PC ICAP IMPLEMENTATION: STAFFING CAPACITY 31,600

NY FUNDERS ALLIANCE
431 E FAYETTE STREET
SYRACUSE,NY13202 		  PC SUPPORT GROUP OPERATIONS 92,206

PROVIDENCE FARM COLLECTIVE
5701 BURTON ROAD
ORCHARD PARK,NY14127 		  PC ICAP IMPLEMENTATION: STAFFING AND MARKETING SUPPORT 40,939

SENECA STREET CDC
1218 SENECA STREET
BUFFALO,NY14210 		  PC ICAP IMPLEMENTATION: YOUTH PROGRAM SUPPORT 40,500

UNITED WAY OF BUFFALO & ERIE COUNTY
742 DELAWARE AVE
BUFFALO,NY14209 		  PC ICAP CONVENING 1,500

WEDI
436 GRANT STREET
BUFFALO,NY14213 		  PC ICAP IMPLEMENTATION: STRATEGIC FUNDRAISING PLAN AND RETAINER 16,395

WNY WOMEN'S FOUNDATION
741 MAIN ST
BUFFALO,NY14203 		  PC ICAP IMPLEMENTATION: SPECIAL PROJECTS MGR AND KNOWLEDGE MGT POSITIONS 25,000
Total ................................. right arrow 3b 703,359
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 ........... 		    14 5,208  
4 Dividends and interest from securities ....     14 407,381  
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 ............ 		    18 617,160  
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 1,029,749 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,029,749
(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.
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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
THE WESTERN NEW YORK FOUNDATION
 
Employer identification number

16-0845962
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
THE WESTERN NEW YORK FOUNDATION
  		Employer identification number
16-0845962
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
RALPH C WILSON JR FOUNDATION
 
3101 E GRAND BLVD SUITE 200
 
DETROIT, MI48202

$ 845,175


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ANNE MOOT
168 LEICESTER ROAD
 
KENMORE, NY14217

$ 50,000


(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
THE WESTERN NEW YORK FOUNDATION
  		Employer identification number

16-0845962
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
THE WESTERN NEW YORK FOUNDATION
  		Employer identification number

16-0845962
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:
THE WESTERN NEW YORK FOUNDATION
EIN:
16-0845962
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 11,381 2,845   8,536

TY 2023 InvestmentsCorpStockSchedule
Name:
THE WESTERN NEW YORK FOUNDATION
EIN:
16-0845962
Name of Stock End of Year Book Value End of Year Fair Market Value
4226 SHS - ISHARES TIP BOND 481,519 481,519
6279 SHS - ISHARES CORE S&P MID ETF 1,628,743 1,628,743
28178 SHS - ISHARES CORE MSCI ETF EAFE ETF 2,091,371 2,091,371
21821 SHS - ISHARES RUSSELL ETF MIDCAP 1,589,301 1,589,301
9951 SHS - ISHARES ETF US REAL ESTATE 894,595 894,595
7929 SHS - VANGUARD SMALL CAP ETF 350,200 350,200
46788 SHS - VANGUARD TOTAL STOCK MARKET ETF 12,037,528 12,037,528
23959 SHS - ISHARES CORE MSCI ETF EMERGING MARKETS ETC IEMG 1,251,352 1,251,352
12517 SHS - VANGUARD FTSE ETF DEVELOPED MARKETS ETF 622,058 622,058

TY 2023 InvestmentsOtherSchedule2
Name:
THE WESTERN NEW YORK FOUNDATION
EIN:
16-0845962
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
TRUBEE COLLINS & CO INC. - CERTIFICATES OF DEPOSIT AT COST 200,000 200,000
LAUNCHNY LP FUND AT COST 86,811 86,811

TY 2023 OtherExpensesSchedule
Name:
THE WESTERN NEW YORK FOUNDATION
EIN:
16-0845962
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 372 0   372
WEBSITE 296 0   296
PAYROLL SERVICE FEE & BANK FEES 3,395 0   3,395
DUES & SUBSCRIPTIONS 2,012 0   2,012
SUPPLIES 1,504 0   1,504
GRANTS MGT SYSTEM 5,400 0   5,400
POSTAGE 72 0   72
PROFESSIONAL DEVELOPMENT 6,814 0   6,814
TELEPHONE 1,593 0   1,593
COMPUTER EXPENSE 902 0   902
MISCELLANEOUS 337 0   337


TY 2023 OtherIncreasesSchedule
Name:
THE WESTERN NEW YORK FOUNDATION
EIN:
16-0845962
Description Amount
UNREALIZED GAIN/LOSS 2,986,769


TY 2023 OtherProfessionalFeesSchedule
Name:
THE WESTERN NEW YORK FOUNDATION
EIN:
16-0845962
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 34,173 34,173   0
P&A RETIREMENT FEES 3,516 879   2,637


TY 2023 TaxesSchedule
Name:
THE WESTERN NEW YORK FOUNDATION
EIN:
16-0845962
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NYS FILING FEE 750 0   750