Civic Intelligence

Shaw Festival Foundation

990 • Fiscal year 2015 • EIN 22-2809351

Nov 01, 2014 to Oct 31, 2015 • Filed on Jun 13, 2016

Organization ProfileN/A
200 Delaware Avenue No 900Buffalo, NY 14202

(716) 416-7000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Net Margin

49th percentile

3.7%

Higher net margin than 49% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Asset Growth

90th percentile

40%

Faster asset growth than 90% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

54th percentile

-0.7%

Faster revenue growth than 54% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$123,202

Up $35,276 (+40%) from 2014

Net Assets

Up

$123,202

Up $35,276 (+40%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin49th percentile

Revenue

Down

$959,869

Down $6,780 (-0.7%) from 2014

Expenses

Down

$924,593

Down $60,900 (-6.2%) from 2014

Net Income

Up

$35,276

Up $54,120 (+287%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $207,302Liabilities 2010: $0Net Assets 2010: $207,3022010Assets 2011: $115,037Liabilities 2011: $0Net Assets 2011: $115,0372011Assets 2012: $257,125Liabilities 2012: $0Net Assets 2012: $257,1252012Assets 2013: $106,770Liabilities 2013: $0Net Assets 2013: $106,7702013Assets 2014: $87,926Liabilities 2014: $0Net Assets 2014: $87,9262014Assets 2015: $123,202Liabilities 2015: $0Net Assets 2015: $123,2022015Assets 2016: $53,913Liabilities 2016: $0Net Assets 2016: $53,9132016Assets 2017: $157,320Liabilities 2017: $0Net Assets 2017: $157,3202017Assets 2018: $124,923Liabilities 2018: $0Net Assets 2018: $124,9232018Assets 2019: $130,791Liabilities 2019: $0Net Assets 2019: $130,7912019Assets 2020: $308,249Liabilities 2020: $0Net Assets 2020: $308,2492020Assets 2021: $848,753Liabilities 2021: $0Net Assets 2021: $848,7532021Assets 2022: $1,314,891Liabilities 2022: $585,951Net Assets 2022: $728,9402022Assets 2023: $1,680,720Liabilities 2023: $532,512Net Assets 2023: $1,148,2082023Assets 2024: $2,301,364Liabilities 2024: $684,899Net Assets 2024: $1,616,4652024

Highlighted filing

2015

Assets$123,202
Liabilities$0
Net Assets$123,202
Open 2015 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,149,964Expenses 2010: $1,037,285Net Income 2010: $112,6792010Revenue 2011: $1,090,671Expenses 2011: $1,182,936Net Income 2011: -$92,2652011Expenses 2012: $1,041,1412012Expenses 2013: $1,069,6062013Revenue 2014: $966,649Expenses 2014: $985,493Net Income 2014: -$18,8442014Revenue 2015: $959,869Expenses 2015: $924,593Net Income 2015: $35,2762015Revenue 2016: $1,034,422Expenses 2016: $1,103,711Net Income 2016: -$69,2892016Revenue 2017: $1,460,416Expenses 2017: $1,357,009Net Income 2017: $103,4072017Revenue 2018: $1,022,789Expenses 2018: $1,055,186Net Income 2018: -$32,3972018Revenue 2019: $1,250,515Expenses 2019: $1,244,647Net Income 2019: $5,8682019Revenue 2020: $1,238,443Expenses 2020: $1,060,985Net Income 2020: $177,4582020Revenue 2021: $1,691,543Expenses 2021: $1,128,836Net Income 2021: $562,7072021Revenue 2022: $2,052,299Expenses 2022: $1,422,931Net Income 2022: $629,3682022Revenue 2023: $1,341,047Expenses 2023: $1,358,544Net Income 2023: -$17,4972023Revenue 2024: $3,697,641Expenses 2024: $3,229,384Net Income 2024: $468,2572024

Highlighted filing

2015

Revenue$959,869
Expenses$924,593
Net Income$35,276
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Jun 13, 2016
Return Version
2014v6.0
Gross Receipts
$1,001,714
Mission and Program Overview

Mission

To provide financial support to organizations described in section 501(c)(3)of the internal revenue code.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$87,926$123,202▲ $35,276
Rtn Earn Endowment Incm Other Fnds$87,926$123,202▲ $35,276
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$87,926$123,202▲ $35,276
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$87,926$123,202▲ $35,276
Total Liabilities and Net Assets / Fund Balance$87,926$123,202▲ $35,276
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
James M WadsworthPresident
George F Phillips JrVice President
Victor a RiceVice President
Ronald H LuczakDirector
Thomas R HydeTreasurer & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$960,616
Program Service Revenue
$0
Investment Income
$-788
Other Revenue
$41
All Other Contributions
$960,616
Change in Net Assets
$35,276

Audited Revenue Reconciliation

Revenue per Audited Statements
$959,869
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$959,869
Total Revenue per Form 990
$959,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$894,158
Other Expenses$30,435
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$894,158--$894,158
Fees for Services Other-$16,196-$16,196
Other Expenses-$1,696-$1,696
Total Functional Expenses$894,158$30,435$0$924,593

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$924,593
Total Expenses per Audited Statements$924,593
Total Expenses per Form 990$924,593
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$894,158

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaProgram ServicesGrant Making00$894,158
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management functions are performed by bond, schoeneck & king, pllc”

Form 990, Part VI, Section B, Line 11

“All officers of the organization have received a copy of form 990 for their review.”

Form 990, Part VI, Section B, Line 12C

“Review of policy and transactions at board's annual meeting.”

Form 990, Part VI, Section C, Line 19

“The founder's certification of incorporation and amendments thereto are public documents available from the new york state department of the state. The foundation makes available for inspection upon request its exempt and annual reports as required by section 6104 of the internal revenue code.”

Form 990, Part VI Line 9

“Thomas hyde: 140 pearl street, suite 100, buffalo, ny 14202 george f. Phillips, jr.: one hsbc center, buffalo, ny 14203 victor a. Rice: 374 delaware avenue, suite 202, buffalo, ny 14202 james m. Wadsworth: 140 pearl street, buffalo, ny 14202 ronald luczak: 2495 main street, suite 340, buffalo, ny 14214”

Filing and Contact Details

Filer

Filer Name
Shaw Festival Foundation
EIN
22-2809351
Phone
7164167000
Address
200 DELAWARE AVENUE NO 900, BUFFALO, NY 14202

Signing Officer

Name
James Wadsworth
Title
President
Phone
7164167000
Signed
2016-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Wadsworth
Formed
1987
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Lumsden & Mccormick Llp
Address
369 FRANKLIN STREET, BUFFALO, NY 14202
Preparer
Donna M Gonser
Phone
7168563300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The accounting method used to prepare the form 990 is the modified cash basis of accounting.”

FORM 990, PART XII, LINE 2C:

“An audit committee was created during the current year to oversee the audit process.”

Raw XML Appendix370 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE.
IRS990/AllOtherContributionsAmt0960616
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NICOLE TZETZO
IRS990/BooksInCareOfDetail/PhoneNum07164167059
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 DELAWARE AVENUE SUITE 900
IRS990/BooksInCareOfDetail/USAddress/CityNm0BUFFALO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014202
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt087926
IRS990/CashNonInterestBearingGrp/EOYAmt0123202
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0960616
IRS990/CYGrantsAndSimilarPaidAmt0894158
IRS990/CYInvestmentIncomeAmt0-788
IRS990/CYOtherExpensesAmt030435
IRS990/CYOtherRevenueAmt041
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt035276
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0924593
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0959869
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0GRANTS TO SHAW FESTIVAL THEATRE FOUNDATION FOR PATRON DEVELOPMENT AND ENDOWMENT; NIAGARA-ON-THE-LAKE, ONTARIO CANADA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0894158
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt016196
IRS990/FeesForServicesOtherGrp/TotalAmt016196
IRS990/ForeignActivitiesInd01
IRS990/ForeignCountryCd0CA
IRS990/ForeignFinancialAccountInd01
IRS990/ForeignGrantsGrp/ProgramServicesAmt0894158
IRS990/ForeignGrantsGrp/TotalAmt0894158
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES M WADSWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS R HYDE
IRS990/Form990PartVIISectionAGrp/PersonNm2VICTOR A RICE
IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE F PHILLIPS JR
IRS990/Form990PartVIISectionAGrp/PersonNm4RONALD H LUCZAK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-797
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0894158
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt041048
IRS990/GrossReceiptsAmt01001714
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt09
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt041845
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt087926
IRS990/NetAssetsOrFundBalancesEOYAmt0123202
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-797
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-797
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc1ACCOUNT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012543
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11696
IRS990/OtherExpensesGrp/TotalAmt012543
IRS990/OtherExpensesGrp/TotalAmt11696
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES WADSWORTH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0967263
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0944250
IRS990/PYInvestmentIncomeAmt0-671
IRS990/PYOtherExpensesAmt041243
IRS990/PYOtherRevenueAmt057
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-18844
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0985493
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0966649
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt035276
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt041
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt041
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt087926
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0123202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0960616
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0967263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0919401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01183223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01090791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05121294
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt082
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-257
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0149
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0114
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94620
IRS990ScheduleA/PublicSupportPY170Pct00.96190
IRS990ScheduleA/PublicSupportTotal170Amt04845706
IRS990ScheduleA/SubstantialContributorsTotAmt0275588
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0960616
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0967263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0919401
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01183223
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01090791
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05121294
IRS990ScheduleA/TotalSupportAmt05121408
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0924593
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0959869
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0924593
IRS990ScheduleD/TotalRevenuePerForm990Amt0959869
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0959869
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0924593
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0894158
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0GRANT MAKING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0894158
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0PATRON DEVELOPMENT & ENDOWMENT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0894158
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0EACH GRANT MADE IS SUBJECT TO A GRANT AGREEMENT WITH THE GRANTEE WHICH PROVIDES FOR PERIODIC REPORTING ON THE PART OF THE GRANTEE AND PROVIDES THE FOUNDATION WITH THE RIGHT TO INSPECT THE BOOKS AND RECORDS OF THE GRANTEE. PERIODIC REPORTS ARE RECEIVED.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0894158
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT FUNCTIONS ARE PERFORMED BY BOND, SCHOENECK & KING, PLLC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OFFICERS OF THE ORGANIZATION HAVE RECEIVED A COPY OF FORM 990 FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEW OF POLICY AND TRANSACTIONS AT BOARD'S ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDER'S CERTIFICATION OF INCORPORATION AND AMENDMENTS THERETO ARE PUBLIC DOCUMENTS AVAILABLE FROM THE NEW YORK STATE DEPARTMENT OF THE STATE. THE FOUNDATION MAKES AVAILABLE FOR INSPECTION UPON REQUEST ITS EXEMPT AND ANNUAL REPORTS AS REQUIRED BY SECTION 6104 OF THE INTERNAL REVENUE CODE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THOMAS HYDE: 140 PEARL STREET, SUITE 100, BUFFALO, NY 14202 GEORGE F. PHILLIPS, JR.: ONE HSBC CENTER, BUFFALO, NY 14203 VICTOR A. RICE: 374 DELAWARE AVENUE, SUITE 202, BUFFALO, NY 14202 JAMES M. WADSWORTH: 140 PEARL STREET, BUFFALO, NY 14202 RONALD LUCZAK: 2495 MAIN STREET, SUITE 340, BUFFALO, NY 14214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ACCOUNTING METHOD USED TO PREPARE THE FORM 990 IS THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AN AUDIT COMMITTEE WAS CREATED DURING THE CURRENT YEAR TO OVERSEE THE AUDIT PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt087926
IRS990/TotalAssetsEOYAmt0123202
IRS990/TotalAssetsGrp/BOYAmt087926
IRS990/TotalAssetsGrp/EOYAmt0123202
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0960616
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030435
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0894158
IRS990/TotalFunctionalExpensesGrp/TotalAmt0924593
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt087926
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0123202
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0894158
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-747
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0959869
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt087926
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0123202
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 DELAWARE AVENUE NO 900
IRS990/USAddress/CityNm0BUFFALO
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014202
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WADSWORTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07164167000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAW FESTIVAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAW
ReturnHeader/Filer/EIN0222809351
ReturnHeader/Filer/PhoneNum07164167000
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 DELAWARE AVENUE NO 900
ReturnHeader/Filer/USAddress/CityNm0BUFFALO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0160765486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUMSDEN & MCCORMICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0369 FRANKLIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014202
ReturnHeader/PreparerPersonGrp/PhoneNum07168563300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA M GONSER
ReturnHeader/ReturnTs02016-07-01T08:13:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-11-01
ReturnHeader/TaxPeriodEndDt02015-10-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,202
Liabilities
$0
Net assets
$123,202
Revenue
$959,869
Expenses
$924,593
Net income
$35,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.68$1.62$3.70$3.23$0.47
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.53$1.15$1.34$1.36$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.59$0.73$2.05$1.42$0.63
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.69$1.13$0.56
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.24$1.06$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.25$1.24$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.02$1.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.46$1.36$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.03$1.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.96$0.92$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.97$0.99$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$1.04
2011Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$1.09$1.18$0.09
2010Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$1.15$1.04$0.11