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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 04-01-2024 , and ending 03-31-2025
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$22,789,937J 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) 45,101
2 Check right arrow.............
3 Interest on savings and temporary cash investments 15,830 15,830  
4 Dividends and interest from securities... 431,624 431,624  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -13,249
b Gross sales price for all assets on line 6a 569,901
7 Capital gain net income (from Part IV, line 2)... 0
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........ 479,306 447,454  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 166,564 8,328   158,236
14 Other employee salaries and wages...... 132,536 13,254   119,282
15 Pension plans, employee benefits....... 48,283 2,414   45,869
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,206 2,802   8,404
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
44,109 41,008   3,101
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,013 0   8,013
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 18,894 0   18,894
21 Travel, conferences, and meetings....... 10,747 0   11,747
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,157 0   27,158
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 467,509 67,806   400,704
25 Contributions, gifts, grants paid....... 1,113,198 1,113,198
26 Total expenses and disbursements. Add lines 24 and 25 1,580,707 67,806   1,513,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,101,401
b Net investment income (if negative, enter -0-) 379,648
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 102,858 282,972 282,972
2 Savings and temporary cash investments......... 1,734,306 471,027 471,027
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)....... 20,946,667 Click to see attachment
List of Attached Documents:
// Content
21,228,750 		21,228,750
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).......... 286,811 Click to see attachment
List of Attached Documents:
// Content
807,188 		807,188
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) 23,070,642 22,789,937 22,789,937
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........... 20,526,016 20,363,343
25 Net assets with donor restrictions............ 2,544,626 2,426,594
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)..... 23,070,642 22,789,937
30 Total liabilities and net assets/fund balances (see instructions). 23,070,642 22,789,937
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
23,070,642
2
Enter amount from Part I, line 27a .....................
2
-1,101,401
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
820,696
4
Add lines 1, 2, and 3 ..........................
4
22,789,937
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
22,789,937
Form 990-PF (2024)
Form 990-PF (2024)
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 SPDR S&P 500 TRUST ETF P 2024-12-26 2024-12-26
b ISHARES TIP BOND ETF P 2011-07-05 2025-02-03
c ISHARES ETF U.S REAL ESTATE:IYR P 2011-07-05 2025-03-12
d ISHARES TIP BOND ETF P 2012-06-26 2025-03-12
e ISHARES TIP BOND ETF P 2011-10-27 2025-02-03
ISHARES TIP BOND ETF P 2011-10-28 2025-02-03
ISHARES TIP BOND ETF P 2012-06-26 2025-02-03
ISHARES TIP BOND ETF P 2013-11-05 2025-03-12
ISHARES TIP BOND ETF P 2017-10-27 2025-03-12
ISHARES TIP BOND ETF P 2017-10-27 2025-03-12
ISHARES TIP BOND ETF P 2017-10-27 2025-03-12
ISHARES TIP BOND ETF P 2018-06-01 2025-03-12
ISHARES TIP BOND ETF P 2021-11-30 2025-03-12
(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 45,136   45,021 115
b 88,806   90,369 -1,563
c 35,966   23,510 12,456
d 43,647   47,652 -4,005
e 92,055   98,100 -6,045
17,328   18,426 -1,098
26,534   29,334 -2,800
81,701   83,312 -1,611
32,900   34,025 -1,125
32,900   34,020 -1,120
28,842   29,827 -985
15,902   16,256 -354
28,184   33,298 -5,114
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       115
b       -1,563
c       12,456
d       -4,005
e       -6,045
      -1,098
      -2,800
      -1,611
      -1,125
      -1,120
      -985
      -354
      -5,114
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 -13,249
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 5,277
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 5,277
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 5,277
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 13,339
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 13,339
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 8,062
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow8,062 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 TRUSTEE
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
SHARON J MATHE PRESIDENT
3.00 		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 VICE PRESIDENT
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
TAMMY ALSACE TRUSTEE
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
BRIELYNN BELL TRUSTEE
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
BLAINE JOHNSON TRUSTEE ASSOCIATE
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
ANDREA SPAKO TRUSTEE ASSOCIATE
1.00 		0 0 0
2495 MAIN STREET STE 464
BUFFALO,NY14214
BETH K GOSCH EXECUTIVE DIRECTOR
40.00 		166,564 13,153 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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
22,670,004
b
Average of monthly cash balances.......................
1b
1,091,225
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
23,761,229
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
23,761,229
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
356,418
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,404,811
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,170,241
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
1,170,241
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,277
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,277
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,164,964
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,164,964
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
1,164,964
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
1,513,902
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
1,513,902
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,164,964
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 79,022
b From 2020...... 692,621
c From 2021...... 790,650
d From 2022...... 747,831
e From 2023...... 129,105
f Total of lines 3a through e ........ 2,439,229
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,513,902
a Applied to 2023, 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 2024 distributable amount..... 1,164,964
e Remaining amount distributed out of corpus 348,938
5 Excess distributions carryover applied to 2024. 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 2,788,167
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		79,022
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,709,145
10 Analysis of line 9:
a Excess from 2020.... 692,621
b Excess from 2021.... 790,650
c Excess from 2022.... 747,831
d Excess from 2023.... 129,105
e Excess from 2024.... 348,938
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ORLEANS COUNTY CORNELL COOPERATIVE EXTENSION

12690 NY-31
ALBION,NY14411 		  PC ICAP STIPEND 10,000

ORLEANS COUNTY CORNELL COOPERATIVE EXTENSION

12690 NY-31
ALBION,NY14411 		  PC GENERAL OPERATIONS 10,000

OPEN BUFFALO

1327 JEFFERSON AVENUE UPPER
BUFFALO,NY14208 		  PC PRESIDENT DISCRETIONARY GRANT: MOVEMENT MORNING CHAMPION BREAKFAST 2,500

OPEN BUFFALO

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

NY FUNDERS ALLIANCE

431 E FAYETTE ST
SYRACUSE,NY13202 		  PC NONPROFIT SUPPORT GROUP ANNUAL OPERATIONS 41,797

NORTHEAST FARMERS OF COLOR LAND TRUST

PO BOX 301240
BOSTON,NY02130 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

NORTH STAR FUND

520 EIGHTH AVE SUITE 1800
NEW YORK,NY10018 		  PC EXECUTIVE DIRECTOR DISCRETIONARY GRANT: COMMUNITY FOOD FUNDERS 5,000

NIAGARA PRIDE

138 EAST AVE SUITE 798
LOCKPORT,NY14095 		  PC EQUITY AND SOCIAL JUSTICE GRANT 2,500

NATIONAL FEDERATION FOR JUST COMMUNITIES

331 ALBERTA DR SUITE 202
AMHERST,NY14226 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

NATIONAL FEDERATION FOR JUST COMMUNITIES

331 ALBERTA DR SUITE 202
AMHERST,NY14226 		  PC TRUSTEE DISCRETIONARY GRANT: PRINTER 4,100

NATIONAL FEDERATION FOR JUST COMMUNITIES

331 ALBERTA DR SUITE 202
AMHERST,NY14226 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 2,500

MUSICALFARE THEATER

4380 MAIN ST SUITE 123
AMHERST,NY14226 		  PC PEER EXPERIENCED PRESENTER 350

MUJERES DIVINAS

1187 CULVER RD
ROCHESTER,NY14609 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

MENTAL HEALTH ADVOCATES

1021 BROADWAY AVE 5TH FLOOR
BUFFALO,NY14212 		  PC ICAP IMPLEMENTATION: DEVELOPMENT, MARKETING, AND ADMIN. ASSOC. 21,400

MASSACHUSETTS AVENUE PROJECT

387 MASSACHUSETTS AVE
BUFFALO,NY14213 		  PC ICAP ACCOUNTABILITY 1,250

MASSACHUSETTS AVENUE PROJECT

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

LOCUST STREET ART

138 LOCUST ST
BUFFALO,NY14204 		  PC ELMWOOD AVE FESTIVAL OF THE ARTS GIFT 11,000

HEALTHY COMMUNITY ALLIANCE

1 SCHOOL ST SUITE 100
GOWANDA,NY14070 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 2,600

HOME BENEATH OUR FEET

345 BROADWAY ST SUITE 104
BUFFALO,NY14204 		  PC WATER BEARER SPONSORSHIP 2,500

WNY PEACE CENTER

1272 DELAWARE AVE
BUFFALO,NY14209 		  PC ELMWOOD AVE FESTIVAL OF THE ARTS GIFT 11,000

ICAP PARTICIPANTS

2495 MAIN ST STE 464
BUFFALO,NY14214 		  PC CCNY FOLLOW UP INTERVIEWS 1,000

INFINITY VISUAL AND PERFORMING ARTS INC

301 EAST SECOND ST SUITE 101
JAMESTOWN,NY14701 		  PC ICAP IMPLEMENTATION: BUILDING STAFF CAPACITY 30,000

INVESTIGATIVE POST

487 MAIN ST 300
BUFFALO,NY14203 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

ORLEANS COUNTY CORNELL COOPERATIVE EXTENSION

12690 NY-31
ALBION,NY14411 		  PC ICAP CONSULTING FEES 7,500

JAMESTOWN FARMERS MARKET

410 N MAIN ST
JAMESTOWN,NY14701 		  PC ICAP CONSULTING FEES 8,000

JAMESTOWN FARMERS MARKET

410 N MAIN ST
JAMESTOWN,NY14701 		  PC ICAP STIPEND 10,000

JERICHO ROAD COMMUNITY HEALTH CENTER

184 BARTON ST
BUFFALO,NY14213 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 3,750

JERICHO ROAD COMMUNITY HEALTH CENTER

184 BARTON ST
BUFFALO,NY14213 		  PC TRUSTEE DISCRETIONARY GRANT: RESETTLING NYC ASYLUM SEEKERS 4,500

JEWISH FAMILY SERVICES

70 BARKER ST
BUFFALO,NY14209 		  PC REFUGEE PARTNERSHIP CRISIS RESPONSE FUND 100,000

JUSTICE FOR MIGRANT FAMILIES

371 DELAWARE AVE
BUFFALO,NY14202 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

JUSTICE FOR MIGRANT FAMILIES

371 DELAWARE AVE
BUFFALO,NY14202 		  PC EQUITY AND SOCIAL JUSTICE GRANT 7,500

JAMESTOWN FARMERS MARKET

410 N MAIN ST
JAMESTOWN,NY14701 		  PC GENERAL OPERATIONS 10,000

ORLEANS COUNTY CORNELL COOPERATIVE EXTENSION

12690 NY-31
ALBION,NY14411 		  PC SITE VISIT COORDINATION 400

PARTNERSHIP FOR THE PUBLIC GOOD

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

PATTERSON LIBRARY

40 SOUTH PORTAGE ST
WESTFIELD,NY14787 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 5,000

ST SUSAN CENTER

31 WATER ST
JAMESTOWN,NY14701 		  PC NOMINATE A LEADER 2,500

STITCH BUFFALO

284 PLYMOUTH AVE
BUFFALO,NY14213 		  PC ELMWOOD AVE FESTIVAL OF THE ARTS GIFT 11,000

THE SERVICE COLLABORATIVE OF WNY INC

173 ELM ST
BUFFALO,NY14203 		  PC PRESIDENT DISCRETIONARY GRANT: STRATEGIC PLANNING 5,000

UB FOUNDATION

319 JOHN LORD OBRIAN HALL
BUFFALO,NY14260 		  PC PLANNING FOR EQUITABLE URBAN AGRICULTURE SUMMIT 3,158

UB FOUNDATION

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

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC ICAP FACILITATION 1,000

SQUEAKY WHEEL FILM & MEDIA CENTER

2495 MAIN ST SUITE 301
BUFFALO,NY14214 		  PC ELMWOOD AVE FESTIVAL OF THE ARTS GIFT 11,000

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC TRUSTEE DISCRETIONARY DISCRETIONARY GRANT: FOOD SYSTEM RESILIENCE CIRCLE 7,500

UNITED WAY OF BUFFALO & ERIE COUNTY

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

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC COMMUNITY RESILIENCE FUND 10,000

UNIVERSAL PRIMARY CARE

135 N UNION ST
OLEAN,NY14760 		  PC PEDIATRIC LEAD TESTING EQUIPMENT 16,700

UPWARD DESIGN FOR LIFE

PO BOX 327
BUFFALO,NY14215 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 1,000

WEDI

436 GRANT ST
BUFFALO,NY14213 		  PC DONOR DEVELOPMENT PLAN 11,346

WEST SIDE COMMUNITY SERVICES

161 VERMONT ST
BUFFALO,NY14075 		  PC ICAP IMPLEMENTATION: LEADERSHIP AND DATA DEVELOPMENT 7,125

UNITED WAY OF BUFFALO & ERIE COUNTY

742 DELAWARE AVE
BUFFALO,NY14209 		  PC ICAP CONVENING 2,000

GRASSROOTS GARDENS WNY

389 BROADWAY AVE
BUFFALO,NY14204 		  PC WEBSITE & COMMUNICATIONS TOOLS 17,035

SENECA STREET CDC

1218 SENECA ST
BUFFALO,NY14210 		  PC PRESIDENT DISCRETIONARY GRANT: OPERATIONS 500

SALVATION ARMY OF NIAGARA FALLS

7018 BUFFALO AVE
NIAGARA FALLS,NY14304 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 2,500

PROVIDENCE FARM COLLECTIVE

5701 BURTON RD
ORCHARD PARK,NY14127 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 1,000

PROVIDENCE FARM COLLECTIVE

5701 BURTON RD
ORCHARD PARK,NY14127 		  PC LAND ACCESS PROGRAM STRATEGIC PLANNING 30,000

PROVIDENCE FARM COLLECTIVE

5701 BURTON RD
ORCHARD PARK,NY14127 		  PC ICAP IMPLEMENTATION: STAFFING AND MARKETING SUPPORT 31,421

PROVIDENCE FARM COLLECTIVE

5701 BURTON RD
ORCHARD PARK,NY14127 		  PC GENERAL OPERATIONS 10,000

PROVIDENCE FARM COLLECTIVE

5701 BURTON RD
ORCHARD PARK,NY14127 		  PC ELMWOOD AVE FESTIVAL OF THE ARTS GIFT 8,000

PUSH BUFFALO

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

SENECA STREET CDC

1218 SENECA ST
BUFFALO,NY14210 		  PC ICAP IMPLEMENTATION: YOUTH PROGRAM SUPPORT 20,500

RCWJF GRANT

3101 EAST GRAND BOULEVARD SUITE 200
DETROIT,MI48202 		  PC CONVENING BREAKFAST: SPOT 209

RESOURCE COUNCIL OF WNY

347 E FERRY ST
BUFFALO,NY14208 		  PC ICAP STIPEND 10,000

RESURRECTION OF LIFE FOOD PANTRY

2145 OLD UNION RD
BUFFALO,NY14227 		  PC NOMINATE A LEADER 2,500

ROOTED IN LOVE

670 RILEY ST
BUFFALO,NY14221 		  PC EXECUTIVE DIRECTOR DISCRETIONARY GRANT: SIGNAGE 5,000

ROOTED IN LOVE

670 RILEY ST
BUFFALO,NY14221 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 1,000

ROOTED IN LOVE

670 RILEY ST
BUFFALO,NY14221 		  PC MIGHTY COMMUNITY MARKETS BOOT CAMP 1,000

ROYCROFT CAMPUS CORPORATION

31 SOUTH GROVE ST
EAST AURORA,NY14052 		  PC ICAP IMPLEMENTATION: E-COMMERCE COORDINATOR 40,000

RCWJF GRANT

3101 EAST GRAND BOULEVARD SUITE 200
DETROIT,MI48202 		  PC CONVENING REFRESHMENTS: TOPS 48

GRASSROOTS GARDENS WNY

389 BROADWAY AVE
BUFFALO,NY14204 		  PC GENERAL OPERATIONS 10,000

ICAP PARTICIPANTS

2495 MAIN ST STE 464
BUFFALO,NY14214 		  PC CCNY FOLLOW UP INTERVIEWS 500

GOOD FOOD BUFFALO COALITION

387 MASSACHUSETTS AVE
BUFFALO,NY14213 		  PC GOOD FOOD COMMUNITIES CONVENING 17,335

COMMUNITY MUSIC SCHOOL

217 E DELEVAN AVE
BUFFALO,NY14208 		  PC ELMWOOD AVE FESTIVAL OF THE ARTS GIFT 11,000

GOOD FOOD BUFFALO COALITION

387 MASSACHUSETTS AVE
BUFFALO,NY14213 		  PC GOOD FOOD COMMUNITIES CONVENING 2,665

COLORED MUSICIANS CLUB OF BUFFALO

145 BROADWAY AVE
BUFFALO,NY14203 		  PC MANAGING DIRECTOR 11,520

CHAUTAUQUA COUNTY CHAMBER OF COMMERCE

300 N MAIN ST
JAMESTOWN,NY14701 		  PC ICAP CONSULTING FEES 7,500

CEPA

617 MAIN ST SUITE 201
BUFFALO,NY14203 		  PC ELMWOOD AVE FESTIVAL OF THE ARTS GIFT 11,000

CANTICLE FARM

115 E MAIN ST
ALLEGANY,NY14706 		  PC ICAP CONSULTING FEES 8,000

CANTICLE FARM

115 E MAIN ST
ALLEGANY,NY14706 		  PC ICAP STIPEND 10,000

BUFFALO TOY LIBRARY

2929 MAIN ST
BUFFALO,NY14214 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 1,000

BUFFALO SUZUKI STRINGS

4 WEBSTER ST
NORTH TONAWANDA,NY14120 		  PC ELMWOOD AVE FESTIVAL OF THE ARTS GIFT 11,000

BUFFALO SERVANT LEADERSHIP

105 ALLEN HALL
BUFFALO,NY14214 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

BUFFALO REUSE

980 NORTHAMPTON ST
BUFFALO,NY14208 		  PC EAST SIDE PARKWAYS COALITION 2,300

BUFFALO PREP

105 ALLEN HALL
BUFFALO,NY14214 		  PC ICAP IMPLEMENTATION: LMSW, TRAINING & SUPPORT 26,000

BUFFALO PREP

105 ALLEN HALL
BUFFALO,NY14214 		  PC PEER EXPERIENCED PRESENTER 350

BUFFALO GO GREEN

45 PEMBROKE AVE
BUFFALO,NY14215 		  PC GENERAL OPERATIONS 10,000

CONNECTING COMMUNITIES IN ACTION

25 JEFFERSON ST
SALAMANCA,NY14779 		  PC PRESIDENT DISCRETIONARY GRANT: OPERATIONS 2,600

BUFFALO GO GREEN

45 PEMBROKE AVE
BUFFALO,NY14215 		  PC ICAP STIPEND 10,000

BUFFALO FATHERS GROUP

351 LISBON AVE
BUFFALO,NY14215 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 2,500

BUFFALO ARTS STUDIO

2495 MAIN ST STE 500
BUFFALO,NY14214 		  PC ELMWOOD AVE FESTIVAL OF THE ARTS GIFT 11,000

BUFFALO & ERIE COUNTY BOTANICAL GARDENS

2655 SOUTH PARK AVENUE
BUFFALO,NY14218 		  PC TRUSTEE DISCRETIONARY GRANT: HEALTHY PRODUCE ACCESS INITIATIVE 4,000

BOARDSOURCE

750 9TH ST
WASHINGTON,NY20001 		  PC BOARD SOURCE ASSESSMENTS 5,490

BLACK FARMER FUND

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

BISON CHILDREN'S SCHOLARSHIP FUND

284 DELAWARE AVE
BUFFALO,NY14202 		  PC TRUSTEE DISCRETIONARY GRANT: SCHOLARSHIP FUND 3,750

BIG BIG TABLE

272 HUDSON ST
BUFFALO,NY14201 		  PC ICAP CONSULTING FEES 7,500

BIG BIG TABLE

272 HUDSON ST
BUFFALO,NY14201 		  PC ICAP STIPEND 10,000

BEYOND SUPPORT NETWORK

2495 MAIN ST SUITE 342
BUFFALO,NY14214 		  PC ELMWOOD AVE FESTIVAL OF THE ARTS GIFT 11,000

ARTS FOR LEARNING WNY

1 LAFAYETTE SQ
BUFFALO,NY14203 		  PC PEER EXPERIENCED PRESENTER 350

ARTPARK & COMPANY

450 SOUTH 4TH ST
LEWISTON,NY14092 		  PC PRESIDENT DISCRETIONARY GRANT: STRATEGIC SESSION 3,750

AQUARIUM OF NIAGARA

701 WHIRLPOOL ST
NIAGARA FALLS,NY14301 		  PC PRESIDENT DISCRETIONARY GRANT: GRANT INFORMATION SESSION ROOM RENTAL 350

AMY MACHAMER

3803 HURD RD
HOLLEY,NY14470 		  PC PRESIDENT DISCRETIONARY GRANT: TRUSTEE EDUCATION SERIES 500

ALIANZA AGRICOLA

23 MAIN ST
GENESEO,NY14454 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

BUFFALO GIRL CHOIR

255 GREAT ARROW AVE SUITE 310/312
BUFFALO,NY14207 		  PC ELMWOOD AVE FESTIVAL OF THE ARTS GIFT 11,000

CONNECTING COMMUNITIES IN ACTION

25 JEFFERSON ST
SALAMANCA,NY14779 		  PC SDOH PLAN IMPLEMENTATION 50,000

COMMUNITY FOUNDATION FOR GREATER BUFFALO

726 EXCHANGE ST SUITE 525
BUFFALO,NY14210 		  PC FUND FOR THE ARTS ANNUAL CONTRIBUTION 5,000

EXPLORE BUFFALO

1 SYMPHONY CIR
BUFFALO,NY14201 		  PC ICAP ACCOUNTABILITY 1,250

FARE SHARE OF WNY

22 MARINER ST
BUFFALO,NY14201 		  PC TRUSTEE DISCRETIONARY: OPERATIONS 2,500

FEEDMORE

100 JAMES E CASEY DR
BUFFALO,NY14206 		  PC GENERAL OPERATIONS 10,000

FIELD & FORK

2495 MAIN ST SUITE 311
BUFFALO,NY14214 		  PC GENERAL OPERATIONS 10,000

FOOD FOR THE SPIRIT

PO BOX 956
NAPLES,NY14512 		  PC GENERAL OPERATIONS 10,000

FOOD FOR THE SPIRIT

PO BOX 956
NAPLES,NY14512 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

FRANK LLOYD WRIGHT'S MARTIN HOUSE

143 JEWETT PARKWAY
BUFFALO,NY14214 		  PC PRESIDENT DISCRETIONARY GRANT: EAFA GATHERING 500

GARDENS BUFFALO NIAGARA

371 DELAWARE AVE
BUFFALO,NY14202 		  PC 2025 MAIN SPONSORSHIP 3,000

CORNELL COOPERATIVE EXTENSION CHAUTUAQUA

525 FALCONER ST
JAMESTOWN,NY14701 		  PC ICAP IMPLEMENTATION: STAFF EXPANSION 52,500

GENESEE ORLEANS REGIONAL ARTS COUNCIL

201 EAST MAIN ST
BATAVIA,NY14020 		  PC PRESIDENT DISCRETIONARY GRANT: OPERATIONS 200

GERARD PLACE

2515 BAILEY AVE
BUFFALO,NY14215 		  PC ICAP IMPLEMENTATION: 25TH ANNIVERSARY OUTREACH EXPANSION PROJECT 20,000

GERARD PLACE

2515 BAILEY AVE
BUFFALO,NY14215 		  PC ICAP IMPLEMENTATION: COMMUNICATIONS CONSULTING 10,000

GLOW OUT

PO BOX 1615
BATAVIA,NY14021 		  PC EQUITY AND SOCIAL JUSTICE GRANT 2,500

GLYS OF WNY

741 MAIN ST
BUFFALO,NY14203 		  PC TRUSTEE DISCRETIONARY GRANT: OPERATIONS 1,000

GLYS OF WNY

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

GOOD FOOD BUFFALO COALITION

387 MASSACHUSETTS AVE
BUFFALO,NY14213 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

GOOD FOOD BUFFALO COALITION

387 MASSACHUSETTS AVE
BUFFALO,NY14213 		  PC GENERAL OPERATIONS 10,000

GERARD PLACE

2515 BAILEY AVE
BUFFALO,NY14215 		  PC ICAP IMPLEMENTATION: 25TH ANNIVERSARY INITIATIVE 2,500

EVERY PERSON INFLUENCES CHILDREN (EPIC)

1021 BROADWAY ST
BUFFALO,NY14212 		  PC ICAP CONSULTING FEES 15,000

YWCA OF JAMESTOWN

401 N MAIN ST
JAMESTOWN,NY14701 		  PC EQUITY AND SOCIAL JUSTICE GRANT 5,000

EVERY PERSON INFLUENCES CHILDREN (EPIC)

1021 BROADWAY ST
BUFFALO,NY14212 		  PC ICAP STIPEND 10,000

CORNELL COOPERATIVE EXTENSION CHAUTUAQUA

525 FALCONER ST
JAMESTOWN,NY14701 		  PC SITE VISIT COORDINATION 350

ERIE COUNTY RESTORATIVE JUSTICE CENTER

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

DAEMEN UNIVERSITY

4380 MAIN ST
AMHERST,NY14226 		  PC CCE REGIONAL COLLAB DATA STRATEGY DEVELOPMENT 4,250

CORNELL COOPERATIVE EXTENSION CHAUTUAQUA

525 FALCONER ST
JAMESTOWN,NY14701 		  PC ICAP CONSULTING FEES 5,000

CORNELL COOPERATIVE EXTENSION OF NIAGARA

4487 LAKE AVE
LOCKPORT,NY14094 		  PC GENERAL OPERATIONS 10,000

CREATE A HEALTHIER NIAGARA FALLS COLLABORATIVE

1702 PINE AVE SUITE 104
NIAGARA FALLS,NY14301 		  PC ICAP STIPEND 10,000

CORNELL COOPERATIVE EXTENSION OF NIAGARA

4487 LAKE AVE
LOCKPORT,NY14094 		  PC CCE REGIONAL COLLAB GRANT CONSULTANT SUPPORT 21,000

CORNELL COOPERATIVE EXTENSION OF NIAGARA

4487 LAKE AVE
LOCKPORT,NY14094 		  PC SITE VISIT COORDINATION 400
Total .................................right arrow 3a 1,219,199
bApproved for future payment

EVERY PERSON INFLUENCES CHILDREN (EPIC)
1021 BROADWAY ST
BUFFALO,NY14212 		  PC ICAP CONSULTING FEES 3,000

CORNELL COOPERATIVE EXTENSION CHAUTUAQUA
525 FALCONER ST
JAMESTOWN,NY14701 		  PC ICAP IMPLEMENTATION: STAFF EXPANSION 90,000

PARTNERSHIP FOR THE PUBLIC GOOD
617 MAIN ST
BUFFALO,NY14203 		  PC ICAP CONSUTLING FEES 9,000

PARTNERSHIP FOR THE PUBLIC GOOD
617 MAIN ST
BUFFALO,NY14203 		  PC ICAP STIPEND 10,000

INFINITY VISUAL AND PERFORMING ARTS INC
301 EAST SECOND ST SUITE 101
JAMESTOWN,NY14701 		  PC ICAP IMPLEMENTATION: BUILDING STAFF CAPACITY 22,500

BIG BIG TABLE
272 HUDSON ST
BUFFALO,NY14201 		  PC ICAP CONSULTING FEES 1,500

JAMESTOWN FARMERS MARKET
410 N MAIN ST
JAMESTOWN,NY14701 		  PC ICAP CONSULTING FEES 2,000

ROOTED IN LOVE
670 RILEY ST
BUFFALO,NY14221 		  PC ICAP STIPEND 10,000

CHAUTAUQUA COUNTY CHAMBER OF COMMERCE
300 N MAIN ST
JAMESTOWN,NY14701 		  PC ICAP CONSULTING FEES 1,500

CHAUTAUQUA COUNTY CHAMBER OF COMMERCE
300 N MAIN ST
JAMESTOWN,NY14701 		  PC ICAP STIPEND 10,000

CATTARAUGUS-ALLEGANY-ERIE-WYOMING BOCES
1825 WINDFALL ROAD
OLEAN,NY14760 		  PC SPROUTING KNOWLEDGE FARM 50,000

CANTICLE FARM
115 E MAIN ST
ALLEGANY,NY14706 		  PC ICAP CONSULTING FEES 2,000

CREATE A HEALTHIER NIAGARA FALLS COLLABORATIVE
1702 PINE AVE SUITE 104
NIAGARA FALLS,NY14301 		  PC ICAP CONSULTING FEES / OPERATIONAL SUPPORT 20,000

ROOTED IN LOVE
670 RILEY ST
BUFFALO,NY14221 		  PC ICAP CONSULTING FEES 20,000

RESOURCE COUNCIL OF WNY
347 E FERRY ST
BUFFALO,NY14208 		  PC ICAP CONSULTING FEES 10,000

UNITED WAY OF BUFFALO & ERIE COUNTY
742 DELAWARE AVE
BUFFALO,NY14209 		  PC EXECUTIVE DIRECTOR DISCRETIONARY GRANT: SOCIAL JUSTICE & EQUITY RESILIENCE CIRCLES 7,500

ORLEANS COUNTY CORNELL COOPERATIVE EXTENSION
12690 NY-31
ALBION,NY14411 		  PC ICAP CONSULTING FEES 1,500
Total ................................. right arrow 3b 270,500
Form 990-PF (2024)
Form 990-PF (2024)
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 15,830  
4 Dividends and interest from securities ....     14 431,624  
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 -13,249  
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) .. 0 434,205 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
434,205
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE WESTERN NEW YORK FOUNDATION
  		Employer identification number
16-0845962
Part I
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
ANNE MOOT
168 LEICESTER ROAD
 
KENMORE, NY14217

$ 45,101


(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.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE WESTERN NEW YORK FOUNDATION
EIN:
16-0845962
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 11,206 2,802   8,404

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WESTERN NEW YORK FOUNDATION
EIN:
16-0845962
Name of Stock End of Year Book Value End of Year Fair Market Value
6279 SHS - ISHARES CORE S&P MID ETF 1,564,655 1,564,655
28178 SHS - ISHARES CORE MSCI ETF EAFE ETF 2,131,666 2,131,666
21821 SHS - ISHARES RUSSELL ETF MIDCAP 1,607,823 1,607,823
9951 SHS - ISHARES ETF US REAL ESTATE 916,328 916,328
7929 SHS - VANGUARD SMALL CAP ETF 339,721 339,721
46788 SHS - VANGUARD TOTAL STOCK MARKET ETF 12,729,490 12,729,490
23959 SHS - ISHARES CORE MSCI ETF EMERGING MARKETS ETC IEMG 1,308,826 1,308,826
12517 SHS - VANGUARD FTSE ETF DEVELOPED MARKETS ETF 630,241 630,241

TY 2024 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 710,485 710,485
LAUNCHNY LP FUND AT COST 96,703 96,703

TY 2024 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 4,420 0   4,420
WEBSITE 505 0   505
PAYROLL SERVICE FEE & BANK FEES 7,687 0   7,687
DUES & SUBSCRIPTIONS 289 0   289
SUPPLIES 544 0   544
POSTAGE 181 0   181
PROFESSIONAL DEVELOPMENT 1,550 0   1,550
TELEPHONE 1,544 0   1,544
COMPUTER EXPENSE 1,007 0   1,007
MISCELLANEOUS 724 0   725
EMPLOYEE BENEFITS OPT OUT 7,200 0   7,200
MEMBER IMMERSION 1,506 0   1,506


TY 2024 OtherIncreasesSchedule
Name:
THE WESTERN NEW YORK FOUNDATION
EIN:
16-0845962
Description Amount
UNREALIZED GAIN/LOSS 820,696


TY 2024 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 39,974 39,974   0
P&A RETIREMENT FEES 4,135 1,034   3,101


TY 2024 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 775 0   775
ESTIMATED TAXES 7,238 0   7,238