2025-06-18T14:06:04-07:00 2024-12-31 453858535 Kotas & Kotas CPA'S PC 1472 Exchange St Alden NY 14004 990PF 2024-01-01 161527078 ELSIE P AND LUCIUS B McCOWAN PRIVATE FOUNDATION ELSI 7168459357 440 WINSPEAR ROAD ELMA NY 14059 JUDGE WILLIAM BOLLER TRUSTEE 7168459357 2025-05-14 true STEPHEN R CZECHOWSKI P01265523 7169377588 2025-06-18 2024 2025-03-06 01:10:19Z X 4057564 X X 827 827 55001 55001 71408 510553 68647 0 0 0 127236 124475 0 16782 12587 4195 0 6900 5175 1725 0 0 0 3546 2660 886 60360 60360 87588 80782 886 5920 221400 221400 308988 80782 886 227320 -181752 43693 0 0 770708 469514 469514 0 0 1082971 1240217 3197891 14220 14212 14646 0 398095 402250 375513 0 0 0 0 2265994 2126193 4057564 0 0 0 0 0 X 1973530 1875129 292464 251064 2265994 2126193 2265994 2126193 2265994 -181752 41951 2126193 2126193 FIDELITY BROKERAGE SERVICES P 2020-06-15 2024-12-31 363122 0 280114 83008 0 0 0 83008 FIDELITY BROKERAGE SERVICES P 2024-01-15 2024-12-31 125501 0 156682 -31181 0 0 0 -31181 DELL TECHNOLOGIES INC. P 2024-01-29 2024-01-29 86 0 0 86 0 0 0 86 ALPHABET INC P 2006-07-14 2024-12-18 11055 0 255 10800 0 0 0 10800 BLACKSTONE INC. P 2015-09-16 2024-12-18 4360 0 665 3695 0 0 0 3695 ENTERPRISE PRODUCTS PARTNERS P 2016-04-27 2024-12-18 1099 0 978 121 0 0 0 121 MCDONALDS CORP P 2010-06-07 2024-12-18 881 0 202 679 0 0 0 679 PJT PARTNERS INC. P 2015-09-16 2024-12-18 1689 0 250 1439 0 0 0 1439 68647 -31095 607 0 607 0 607 0 0 0 X 34 641 0 false false false false false false false true true NY true false false false false true N/A JUDGE WILLIAM BOLLER 7168459357 440 WINSPEAR ELMA NY 14059 false false false false false false false false false false false false false false false false false false false false M WILLIAM BOLLER 440 WINSPEAR ROAD ELMA NY 14059 TRUSTEE 0.50 5594 0 0 THOMAS F HEWNER 37 FRANKLIN STREET SUITE 900 BUFFALO NY 14202 TRUSTEE 0.50 5594 0 0 RONALD L JAROS PO BOX 797 WEST SENECA NY 14224 TRUSTEE 0.50 5594 0 0 NONE 0 NONE 0 3017600 557591 0 3575191 0 3575191 53628 3521563 176078 176078 607 607 175471 175471 175471 227320 227320 175471 9025 0 0 46126 75164 130315 227320 0 227320 357635 0 0 0 175471 9025 348610 0 0 46126 75164 227320 NONE NONE MR M WILLIAM BOLLER TRUSTEE 440 WINSPEAR ROAD ELMA NY 14059 7168459357 ALL REQUESTS SHOULD BE MADE IN WRITING NONE NONE BUFFALO AKG ART MUSEUM 1285 ELMWOOD AVENUE BUFFALO NY 14201 501(C)(3) GENERAL OPERATIONS 2000 BLOSSOM VOLUNTEER FIRE DEPT 1000 NORTH BLOSSOM ROAD ELMA NY 14059 501(C)(3) GENERAL OPERATIONS 1000 RESEARCH FOUNDATION FOR SUNY 750 EAST ADAMS ST SYRACUSE NY 13210 501(C)(3) GENERAL OPERATIONS 10000 HAMBURG LITTLE LOOP FB CH 4928 ROGERS ROAD HAMBURG NY 14075 501(C)(3) GENERAL OPERATIONS 500 ST PAUL'S LUTHERAN CHURCH 360 MAIN ST ELMA NY 14059 501(C)(3) GENERAL OPERATIONS 5500 IROQUOIS YOUTH SPORTSMANS FOUNDATION 11475 PORTERVILLE RD EAST AURORA NY 14052 510(C)(3) GENERAL OPERATIONS 10000 HEART LOVE & SOUL 939 ONTARIO AVENUE NIAGARA FALLS NY 14305 501(C)(3) GENERAL OPERATIONS 3000 SHAKESPEARE IN DELAWARE PARK 617 MAIN STREET BUFFALO NY 14202 501(C)(3) GENERAL OPERATIONS 3000 BUFFALO PHILHARMONIC ORCHESTRA 370 PENNSYLVANIA STREET BUFFALO NY 14201 501(C)(3) GENERAL OPERATIONS 2000 VOLUNTEER LAWYERS PROJECT 438 MAIN STREET BUFFALO NY 14202 501(C)(3) GENERAL OPERATIONS 500 SALVATION ARMY 960 MAIN STREET BUFFALO NY 14202 501(C)(3) GENERAL OPERATIONS 1200 WNY HEROES INC 8205 MAIN ST 1 WILLIAMSVILLE NY 14221 501(C)(3) GENERAL OPERATIONS 1200 CANISIUS UNIVERSITY 2001 MAIN STREET BUFFALO NY 14208 501(C)(3) GENERAL OPERATIONS 6000 ST FRANCIS HIGH SCHOOL 4129 LAKE SHORE ROAD ATHOL SPRINGS NY 14010 501(C)(3) GENERAL OPERATIONS 1200 ERIE COUNTY BAR FOUNDATION 438 MAIN STREET BUFFALO NY 14202 501(C)(3) GENERAL OPERATIONS 250 14 HOLY HELPERS SODALITY 1345 INDIAN CHURCH RD W SENECA NY 14224 501(c)(4) GENERAL OPERATIONS 1500 BUDDY'S SECOND CHANCE RESCUE 415 N FRENCH RD AMHERST NY 14228 501(C)(3) GENERAL OPERATIONS 500 JUST BUFFALO LITERARY CENTER 617 MAIN STREET SUITE 202A BUFFALO NY 14203 501(C)(3) GENERAL OPERATIONS 5000 AMERICAN FDN FOR SUICIDE PREVENTION 199 WATER STREET NEW YORK NY 10038 501(C)(3) GENERAL OPERATIONS 200 NIAGARA HOSPICE 4675 SUNSET DR LOCKPORT NY 14094 501(C)(3) GENERAL OPERATIONS 3000 BEEBE MEDICAL CENTER INC 424 SAVANNAH RD LEWES DE 19958 501(C)(3) GENERAL OPERATIONS 1000 JAMISON ROAD VOLUNTEER FIRE COMPANY 1071 JAMISON ROAD ELMA NY 14059 501(C)(3) GENERAL OPERATIONS 1000 ENCOMPASS ANIMAL CARE 3969 LEGION DRIVE HAMBURG NY 14075 501(C)(3) GENERAL OPERATIONS 500 TRUMAN LIBRARY INSTITUTE 5151 TROOST AVE STE 300 KANSAS CITY MO 64110 501(C)(3) GENERAL OPERATIONS 50 BAPTIST HEALTH FOUNDATION 841 PRUDENTIAL DR 1300 JACKSONVILLE FL 33207 501(C)(3) GENERAL OPERATIONS 10400 ST JOSEPH COLLEGIATE INSTITUTE 845 KENMORE AVE BUFFALO NY 14223 501(C)(3) GENERAL OPERATIONS 2500 JUSTICE LEAGUE OF WNY INC 64 LOCKWOOD AVE BUFFALO NY 14220 501(C)(3) GENERAL OPERATIONS 500 SPRINGBROOK VOL FIRE DEPT 70 POUND RD ELMA NY 14059 501(C)(3) GENERAL OPERATIONS 1000 NATIONAL WILDLIFE FEDERATION PO BOX 1583 MERRIFIELD VA 22116 501(C)(3) GENERAL OPERATIONS 25 BUFFALO ZOO 300 PARKSIDE AVE BUFFALO NY 14214 501(C)(3) GENERAL OPERATIONS 3500 EBENEEZER UNITED CHURCH OF CHRIST 630 MAIN ST WEST SENECA NY 14224 501(C)(3) GENERAL OPERATIONS 3500 KAVINOKY THEATER 320 PORTER AVENUE BUFFALO NY 14201 501(C)(3) GENERAL OPERATIONS 2000 HISTORICAL ASSOC OF LEWISTON 469 PLAIN ST LEWISTON NY 14092 501(C)(3) GENERAL OPERATIONS 4000 SISTERS OF ST MARY OF NAMUR 245 LAFAYETTE AVE BUFFALO NY 14213 501(C)(3) GENERAL OPERATIONS 4500 CHILDRENS HOSPITAL OF BUFFALO FOUNDATION 1028 MAIN ST BUFFALO NY 14202 501(C)(3) GENERAL OPERATIONS 5200 BUFFALO ACADEMY OF THE SACRED HEART 3860 MAIN ST BUFFALO NY 14226 501(C)(3) GENERAL OPERATIONS 1200 PHI SIGMA KAPPA FDN 2925 E 96TH ST INDIANAPOLIS IN 21201 501(c)(3) GENERAL OPERATIONS 1000 DUCKS UNLIMITED ONE WATERFOWL WAY MEMPHIS TN 38120 501(c)(3) GENERAL OPERATIONS 600 ST BONAVENTURE UNIVERSITY 3261 W STATE RD ST BONAVENTURE NY 14778 501(c)(3) GENERAL OPERATIONS 1500 HEART OF THE NATION 1205 S 70TH ST 701 WEST ALLIS WI 53214 501(C)(3) GENERAL OPERATIONS 1200 ST MARKS HOLY NAME SOCIETY 401 WOODWARD AVE BUFFALO NY 14214 501(C)(3) GENERAL OPERATIONS 1000 BOYS & GIRLS CLUB OF ELMA MARILLA & WALES 2080 GIRDLE RD ELMA NY 14059 501(C)(3) GENERAL OPERATIONS 1800 EISENHOWER FOUNDATION 200 SE FOURTH ST ABILENE KS 67410 501(C)(3) GENERAL OPERATIONS 100 ELMA CEMETERY ASSOCIATION 122 TANGLEWOOD DR ORCHARD PARK NY 14127 501(C)(3) GENERAL OPERATIONS 3000 ROSWELL PARK ALLIANCE FOUNDATION 901 WASHINGTON ST BUFFALO NY 14203 501(C)(3) GENERAL OPERATIONS 1200 FRIENDS OF LEWISTON LIBRARY 305 8TH STREET LEWISTON NY 14092 501(C)(3) GENERAL OPERATIONS 2000 AQUARIUM OF NIAGARA 701 WHIRLPOOL ST NIAGARA FALLS NY 14301 501(C)(3) GENERAL OPERATIONS 2000 MOOSE CHARITIES INC 155 S N INTERNATIONAL DR MOOSEHEART IL 60539 501(C)(3) GENERAL OPERATIONS 1000 MARINE TOYS FOR TOTS FDN 1305 S MAIN STREET MEADVILLE PA 16335 501(C)(3) GENERAL OPERATIONS 500 CAF RED TAIL SQUADRON PO BOX 416 RED WING MN 55066 501(C)(3) GENERAL OPERATIONS 50 WILSON COMMUNITY FOOD PANTRY 345 LAKE STREET WILSON NY 14172 501(C)(3) GENERAL OPERATIONS 3000 NATIONAL WWII MUSEUM 945 MAGAZINE STREET NEW ORLEANS LA 70130 501(C)(3) GENERAL OPERATIONS 1000 SAFARI CLUB INTERNATIONAL FOUNDATION 4800 W GATES PASS RD TUCSON AZ 85745 501(C)(3) GENERAL OPERATIONS 800 CONSERVATION FORCE SERVICE RD W 200 METAIRIE LA 70001 501(C)(3) GENERAL OPERATIONS 1000 RIDE FOR ROSWELL ELM CARLTON STREETS BUFFALO NY 14263 501(C)(3) GENERAL OPERATIONS 1000 MATTHEW FOSTER FOUNDATION 170 VALLEY VIEW DR ELMA NY 14059 501(C)(3) GENERAL OPERATIONS 50 NATIONAL MUSEUM SURFACE NAVY 250 S HARBOR BLVD SAN PEDRO CA 90731 501(C)(3) GENERAL OPERATIONS 100 LOCKPORT CARES INC 192 GENESEE STREET LOCKPORT NY 14094 501(C)(3) GENERAL OPERATIONS 2500 BUFFALO MUSEUM OF SCIENCE 1020 HUMBOLDT PKWY BUFFALO NY 14211 501(C)(3) GENERAL OPERATIONS 3000 ELMA HISTORICAL SOCIETY 251 CREEK ROAD EAST AURORA NY 14052 501(C)(3) GENERAL OPERATIONS 1000 LEADERSHIP INSTITUTE 1101 N HIGHLAND ST ARLINGTON CO VA 22201 501(C)(3) GENERAL OPERATIONS 100 CONCORDIA CEMETERY 438 WALDEN AVE BUFFALO NY 14211 501(C)(3) GENERAL OPERATIONS 1000 WHITE HOUSE HISTORICAL ASSN PO BOX 27624 WASHINGTON DC 20038 501(C)(3) GENERAL OPERATIONS 125 WINGS FLIGHTS OF HOPE 3964 CALIFORNIA RD ORCHARD PARK NY 14127 501(C)(3) GENERAL OPERATIONS 2500 MARILLA FIRE COMPANY 1950 WEST AVE MARILLA NY 14102 501(C)(3) GENERAL OPERATIONS 150 YOUNG AMERICAS FOUNDATION 11480 COMMERCE PARK 6TH FL RESTON VA 20191 501(C)(3) GENERAL OPERATIONS 100 QUAIL FOREVER 1783 BUERKLE CIRCLE ST PAUL MN 55110 501(C)(3) GENERAL OPERATIONS 1000 PHEASANTS FOREVER 1783 BUERKLE CIRCLE ST PAUL MN 55110 501(C)(3) GENERAL OPERATIONS 80 NATIONAL VIETNAM WAR MUSEUM 12685 MINERAL WELLS HWY WEATHERFORD TX 76088 501(C)(3) GENERAL OPERATIONS 100 ELMA VOLUNTEER FIRE COMPANY 2945 BOWEN ROAD ELMA NY 14059 501(C)(3) GENERAL OPERATIONS 1000 COMMEMORATIVE AIR FORCE 5661 MARINER DRIVE DALLAS TX 75237 501(C)(3) GENERAL OPERATIONS 250 DRIVE AGAINST DIABETES INC 7017 MEADOWLARK CT N TONAWANDA NY 14120 501(C)(3) GENERAL OPERATIONS 1000 IROQUOIS HS PARENT ASSOC 2111 GIRDLE ROAD ELMA NY 14059 501(C)(3) GENERAL OPERATIONS 1000 LOUIS J BILLITIER FUND 291 SENECA STREET BUFFALO NY 14204 501(C)(3) GENERAL OPERATIONS 500 BISON SCHOLARSHIP FUND PO BOX 1134 BUFFALO NY 14205 501(C)(3) GENERAL OPERATIONS 1000 ST FRANCIS OF ASSISI CHURCH 4263 ST FRANCIS DR HAMBURG NY 14075 501(C)(3) GENERAL OPERATIONS 1000 MILITARY AVIATION MUSEUM 1341 PRINCESS ANNE RD VIRGINIA BEACH VA 23457 501(C)(3) GENERAL OPERATIONS 50 ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 501(C)(3) GENERAL OPERATIONS 1200 AMERICAN LEGION POST 113 3436 INDIANA RD ROTONDA WEST FL 33947 501(C)(3) GENERAL OPERATIONS 6000 OUTDOOR U INC 21 BEECH STREET LACKAWANNA NY 14218 501(c)(3) GENERAL OPERATIONS 21350 ALDEN SUBSTANCE ABUSE COALITION 13305 BROADWAY ALDEN NY 14004 501(c)(3) GENERAL OPERATIONS 170 HILARY GRACE FOUNDATION PO BOX 553 EAST AMHERST NY 14051 501(c)(3) GENERAL OPERATIONS 1000 WOMENS BOARD WOLFSON CHILDRENS HOSPITAL 1325 SAN MARCO BLVD JACKSONVILLE FL 32207 501(c)(3) GENERAL OPERATIONS 5000 NMB FOUNDATION 167 BRIARHURST ROAD WILLIAMSVILLE NY 14221 501(c)(3) GENERAL OPERATIONS 1000 AMERICAN INDIAN RELIEF COUNCIL 2401 ELGIN STREET RAPID CITY SD 57703 501(C)(3) GENERAL OPERATIONS 2300 SOUTHWEST INDIAN RELIEF COUNCIL 1310 E RIVERVIEW DR PHOENIX AZ 85034 501(C)(3) GENERAL OPERATIONS 2300 NATIVE AMERICAN EMERGENCY RELIEF PO BOX 218 SAN DIMAS CA 91773 501(C)(3) GENERAL OPERATIONS 2300 NATIVE AMERICAN HERITAGE ASSOC 830 JOHN MARSHALL HWY STE F FRONT ROYAL VA 22630 501(C)(3) GENERAL OPERATIONS 2300 COUNCIL OF INDIAN NATIONS 16415 ADDISON RD STE 200 ADDISON TX 75001 501(C)(3) GENERAL OPERATIONS 2300 RUNNING STRONG AMERICAN INDIAN YOUTH 8301 RICHMOND HWY STE 200 ALEXANDRIA VA 22309 501(C)(3) GENERAL OPERATIONS 2300 NAVAJO RELIEF FUND 1310 E RIVERVIEW DR PHOENIX AZ 85034 501(C)(3) GENERAL OPERATIONS 2300 BUFFALO CITY MISSION 100 E TUPPER ST BUFFALO NY 14203 501(C)(3) GENERAL OPERATIONS 2300 NATIVE AMERICAN CHILDREN'S FUND PO BOX 25 SAPULPA OK 74067 501(C)(3) GENERAL OPERATIONS 2300 FEEDING AMERICA 161 NORTH CLARK STREET CHICAGO IL 60601 501(C)(3) GENERAL OPERATIONS 2300 PROJECT HOPE PO BOX 3270 HARLAN IA 51593 501(C)(3) GENERAL OPERATIONS 2300 WOUNDED WARRIOR PROJECT PO BOX 758517 TOPEKA KS 666758517 501(C)(3) GENERAL OPERATIONS 2300 NATIVE AMERICAN AID 100 WEST COAL AVENUE GALLUP NM 87301 501(C)(3) GENERAL OPERATIONS 2300 OPERATION SMILE 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 501(C)(3) GENERAL OPERATIONS 2300 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 501(C)(3) GENERAL OPERATIONS 2300 OXFAM AMERICA 77 N WASHINGTON ST 500 BOSTON MA 02114 501(C)(3) GENERAL OPERATIONS 2300 BLINDED VETERANS ASSOCIATION PO BOX 90770 WASHINGTON DC 20090 501(C)(3) GENERAL OPERATIONS 2300 CARE INTERNATIONAL PO BOX 1870 MERRIFIELD VA 221168070 501(C)(3) GENERAL OPERATIONS 2300 ED TECH OF WNY PO BOX 355 HAMBURG NY 14075 501(C)(3) GENERAL OPERATIONS 2500 FEEDMORE WNY 100 JAMES E CASEY DR BUFFALO NY 14206 501(C)(3) GENERAL OPERATIONS 2000 221400 14 827 14 55001 14 13 18 71408 127249 127249 false false false false false false false false false false KOTAS & KOTAS, CPAS ACCOUNTING 6900 5175 1725 SEE ATTACHED NATIONAL FINANCIAL SERVICES, LLC STATEMENT Purchased 2024-12 507794 439145 68649 CAPITAL GAINS DISTRIBUTIONS-NATIONAL FINANCIAL SVCS, LLC Purchased 2024-12 2759 2759 FIDELITY INVESTMENTS 14212 14646 FIDELITY INVESTMENTS - STOCKS 1240217 3197891 FIDELITY INVESTMENTS - MUTUAL FUNDS 0 0 CIM (COLE CREDIT PROPERTY TRUST IV, INC.) 96953 74643 KBS REIT II 0 0 EPR PROPERTIES 18412 9564 BRIGHTSPIRE CAPITAL (COLONY CREDIT) 58027 13451 INDEPENDENCE REALTY TRUST (STEADFAST APTS) 85538 95649 SEALY INDUSTRIAL PARTNERS, L.P. 92330 127000 LAMAR ADVERTISING CO COM 17429 21913 PROLOGIS INC.COM 16691 15327 PUBLIC STORAGE COM 16870 17966 INVESTMENT FEES 59786 59786 NYS DEPT OF LAW 250 250 MISCELLANEOUS EXPENSE DUES, FEES, & LICENSES 324 324 TRUST CORPUS TO BE ADMINISTERED BY TAXPAYER 0 INCREASE IN MARKET VALUE 41951 FOREIGN TAX PAID