2024-05-06T08:01:19-05:00 2023-12-31 861065772 DELOITTE TAX LLP 330 RUSH ALLEY SUITE 800 COLUMBUS OH 432153932 990 2023-01-01 166104454 TW JO COWPER - DRS AARONKOENIG 12-201300 COWP 2125250561 66 HUDSON BOULEVARD NEW YORK NY 10001 FOR HSBC BANK USA VP 2125250561 2024-05-02 true HELENE BINGAMAN false KELLY NEUGEBAUER P01285591 3124869399 2024-05-02 2023 2023-04-26 12:10:37Z X HSBC BANK USA 66 HUDSON BOULEVARD NEW YORK NY 10001 131730 false X N/A X 1969 NY GRANTS FOR POST GRADUATE STUDY IN MEDICINE. 1 0 0 0 0 0 0 67273 60033 -250 67273 59783 34146 28228 0 16336 8901 0 0 47 154 50529 37283 16744 22500 425476 448890 0 0 425476 448890 GRANTS FOR POST GRADUATE STUDY IN MEDICINE. false false 15004 14114 UBMD INTERNAL MEDICINE ATTN NANCY NORM, 100 HIGH STREET SUITE D2-76 BUFFALO, NY 14203 15004 14114 UNIVERSITY OPTHAMOLOGY SERVICES 1176 MAIN STREET BUFFALO, NY 14209 30008 true false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 1 0 false false false false false false false false false false false true false true true false false false NY X HSBC BANK USA 2125250561 66 HUDSON BOULEVARD NEW YORK NY 10001 HSBC BANK USA TRUSTEE X 8901 0 0 8901 0 0 false false false 14801 14801 117179 71947 45232 45232 45232 PARTNERSHIP INCOME/LOSS 900099 -250 -250 -250 59783 59783 28228 28228 8901 1780 7121 FOREIGN TAX WITHHELD 54 54 NY AG FILING FEE 100 100 37283 30008 7275 0 4439 17531 286630 290247 134407 141112 425476 448890 0 0 X 425476 448890 425476 448890 425476 448890 X 22500 914 X false false false X X 2 UNIVERSITY OPTHAMOLOGY SERVICES 161492711 10 false 14114 0 UBMD INTERNAL MEDICINE ATTN NANCY NORM 999999991 10 false 14114 0 2 28228 0 true false false false false false false false false false false true false false false false true false true 0 0 12124 14801 12124 14801 0 0 13116 7275 0 7526 594400 576150 5341 21223 0 599741 597373 0 0 599741 597373 8996 8961 590745 588412 20676 20594 0 20676 20594 0 0 20676 20676 0 20676 28228 0 0 1780 0 0 30008 0 20676 0 20676 0 0 0 26960 33482 37413 97855 0 20676 0 77179 30008 0 30008 0 0 107187 0 6284 33482 37413 30008 Schedule A, Part IV, Section D, Line 2 HSBC BANK USA IS THE SOLE TRUSTEE OF THIS TRUST. Schedule A, Part IV, Section D, Line 3 THE TRUSTEES MEET REGULARLY WITH OFFICERS OF THE BENEFICIARY ORGANIZATION(S) TO DISCUSS WITH THEM THE AMOUNT OF SUPPORT TO BE RECEIVED, THE SUPPORTING ORGANIZATIONS FINANCES AND BALANCE SHEET, AND TO FIELD ANY QUESTIONS THEY MAY HAVE. ISHARES CORE TOTAL US AGGREGATE BON 102631 C ISHARES IBOXX HIGH YIELD CORPORATE C ISHARES INTERNATIONAL AGGREGATE BON 26774 C ISHARES JP MORGAN USD EMERG MKTS BD 6121 C SPDR BBG BARCLAY EM LOCAL BOND 5586 C 141112 true ACADEMIC MEDICINE SERVICES INC 4511 HARLEM ROAD AMHERST NY 14226 161455134 501(c)(3) 14114 GENERAL UNIVERSITY OPTHAMOLOGY SERVICES 1176 MAIN STREET BUFFALO NY 14209 161492711 501(c)(3) 14114 GENERAL 2 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 HSBC BANK USA HAS PROCEDURES IN PLACE TO MONITOR THE USE OF GRANT FUNDS AND ARE AVAILABLE FOR REVIEW. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a HSBC BANK USA IS THE SOLE TRUSTEE OF THE T/W J.O. COWPER - DRS. AARON/KOENIG. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b HSBC BANK USA IS THE SOLE TRUSTEE OF THE T/W J.O. COWPER - DRS. AARON/KOENIG, THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. T/W J.O. COWPER - DRS. AARON/KOENIG HAS A SCHOLARSHIP COMMITTEE THAT HSBC BANK USA COMMUNICATES WITH ANNUALLY TO APPROVE A BUDGET FOR THE ANNUAL DISTRIBUTION. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE TRUSTEE REVIEWS THE COMPLETED FORM 990 PROVIDED BY THEIR TAX PREPARER PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 19 T/W J.O. COWPER - DRS. AARON/KOENIG MAKES ITS GOVERNING DOCUMENTS AND TAX DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 COST BASIS ADJUSTMENT ACADEMIC MEDICINE SERVICES INC 4511 HARLEM ROAD AMHERST NY 14226 161455134 FUND PROGRAMS THAT SUPPORT THE OVERALL MISSIO NY 501(c)(3) 10 NA false UNIVERSITY OPTHAMOLOGY SERVICES 1176 MAIN STREET BUFFALO NY 14209 161492711 FUND PROGRAMS THAT SUPPORT THE OVERALL MISSIO NY 501(c)(3) 10 NA false false true false false false false false false false false false false false false false false false false false