JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2022

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Organization
JEWISH COMMUNITY FOUNDATION OF (EIN 16-1599356)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-12-15
IRS object ID
202343499349300034
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-12-15T11:14:02-06:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN460475780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GROSSMAN ST AMOUR CPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1110 WEST FAYETTE STREET SUITE 900AddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN161599356EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATION OFBusinessNameLine1Txt
Business Name Line2CENTRAL NEW YORK INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone3154452040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15655 THOMPSON ROADAddressLine1Txt
CityDEWITTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13214ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNEIL BRONSTEINPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone3154452040PhoneNum
Signature2023-12-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNEILPersonFirstNm
Person LastBRONSTEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINA R ONDRAKO CPAPreparerPersonNm
PTINP01230318PTIN
Phone3154241120PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNEIL BRONSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15655 THOMPSON ROADAddressLine1Txt
CityDEWITTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13214ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,589,067GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHFOUNDATIONCNY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionINSURE THE CONTINUITY OF JEWISH LIFE IN CENTRAL NEW YORK INTO THE FUTURE.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,724,270PYContributionsGrantsAmt
CY Contributions Grants$2,917,298CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$484,725PYInvestmentIncomeAmt
CY Investment Income$378,588CYInvestmentIncomeAmt
PY Other Revenue$32,035PYOtherRevenueAmt
CY Other Revenue$97,265CYOtherRevenueAmt
PY Total Revenue$3,241,030PYTotalRevenueAmt
CY Total Revenue$3,393,151CYTotalRevenueAmt
PY Grants And Similar Paid$2,221,436PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,125,338CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$70,591PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$73,302CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$76,798PYOtherExpensesAmt
CY Other Expenses$89,604CYOtherExpensesAmt
PY Total Expenses$2,368,825PYTotalExpensesAmt
CY Total Expenses$2,288,244CYTotalExpensesAmt
PY Revenues Less Expenses$872,205PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,104,907CYRevenuesLessExpensesAmt
Total Assets BOY$22,716,338TotalAssetsBOYAmt
Total Assets EOY$26,002,062TotalAssetsEOYAmt
Total Liabilities BOY$7,169,626TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,350,908TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,546,712NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,651,154NetAssetsOrFundBalancesEOYAmt
MissionTO ENSURE THE CONTINUITY AND VITALITY OF THE JEWISH COMMUNITYMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,208,384ExpenseAmt
Grant$2,125,338GrantAmt
DescGRANTS AND ALLOCATIONS AND RELATED EXPENSES TO PROVIDE INFORMATION ABOUT THE JEWISH COMMUNITY PHILANTHROPYDesc
Total Program Service Expenses$2,208,384TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL J BALANOFFBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3154452040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15655 THOMPSON ROADAddressLine1Txt
CityDEWITTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13214ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
NEIL BRONSTEIN
CHAIRMAN7.00Yes (X)Yes (X)$0$0$0
SHELDON B KRUTH
TRUSTEE1.00Yes (X)$0$0$0
MARK FIELD
SECRETARY1.00Yes (X)Yes (X)$0$0$0
VICKI FELDMAN
TRUSTEE1.00Yes (X)$0$0$0
DAVID HOROWITCH
TRUSTEE1.00Yes (X)$0$0$0
I STEPHEN DAVIS
TRUSTEE1.00Yes (X)$0$0$0
ALLEN GALSON
TRUSTEE1.00Yes (X)$0$0$0
LOIS ROSS
TRUSTEE1.00Yes (X)$0$0$0
NEIL GOLDBERG
TRUSTEE1.00Yes (X)$0$0$0
NEIL ROSENBAUM
TRUSTEE1.00Yes (X)$0$0$0
HOWARD PORT
TREASURER3.00Yes (X)Yes (X)$0$0$0
PHILLIP D RUBENSTEIN
TRUSTEE1.00Yes (X)$0$0$0
JEFFREY SNEIDER
TRUSTEE1.00Yes (X)$0$0$0
SARAH PINSKY
TRUSTEE1.00Yes (X)$0$0$0
WARREN D WOLFSON
TRUSTEE1.00Yes (X)$0$0$0
JEFFREY SCHEER
TRUSTEE1.00Yes (X)$0$0$0
LYNN H SMITH
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
NEIL HOYT
FINANCIAL VP1.00Yes (X)Yes (X)$0$0$0
CHERYL SCHOTZ
TRUSTEE1.00Yes (X)$0$0$0
SANDRA GINGOLD
TRUSTEE1.00Yes (X)$0$0$0
VICTOR HERSHDORFER
TRUSTEE1.00Yes (X)$0$0$0
ARTHUR LIBERMAN
TRUSTEE1.00Yes (X)$0$0$0
DAVID NEWMAN
TRUSTEE1.00Yes (X)$0$0$0
NEIL RUBE
TRUSTEE1.00Yes (X)$0$0$0
ELLEN WEINSTEIN
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL J BALANOFF
EXECUTIVE DIRECTOR16.00Yes (X)$56,089$0$11,561
FieldValueIRS element (for citing)
Total Reportable Comp From Org$56,089TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$11,561TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,917,298AllOtherContributionsAmt
Noncash Contributions$1,264,382NoncashContributionsAmt
Total Contributions$2,917,298TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$310,122TotalRevenueColumnAmt
Exclusion$310,122ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,264,382SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,195,916SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$68,466SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$68,466TotalRevenueColumnAmt
Exclusion$68,466ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMIN MGMT FEESDesc
Business900099BusinessCd
Total Revenue Column$97,265TotalRevenueColumnAmt
Exclusion$97,265ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$97,265OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,393,151TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$475,853ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,125,338TotalAmt
Program Services$2,125,338ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$68,627TotalAmt
Program Services$44,608ProgramServicesAmt
Management And General$24,019ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,675TotalAmt
Program Services$3,039ProgramServicesAmt
Management And General$1,636ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,565TotalAmt
Management And General$17,565ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,274TotalAmt
Program Services$5,832ProgramServicesAmt
Management And General$7,442ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,500TotalAmt
Program Services$15,500ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$593TotalAmt
Program Services$111ProgramServicesAmt
Management And General$482ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,456TotalAmt
Management And General$16,456ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,046TotalAmt
Program Services$680ProgramServicesAmt
Management And General$366ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,226TotalAmt
Program Services$4,620ProgramServicesAmt
Management And General$606ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$906TotalAmt
Management And General$906ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,636TotalAmt
Management And General$4,636ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PRINTING$4,368$4,368
WEBSITE$3,312$2,484$828
SUPPLIES$3,259$3,259
TELEPHONE$1,817$1,246$571

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,646TotalAmt
Program Services$558ProgramServicesAmt
Management And General$1,088ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,288,244TotalAmt
Program Services$2,208,384ProgramServicesAmt
Management And General$79,860ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$167,521BOYAmt
EOY$354,439EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,013,632BOYAmt
EOY$284,090EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,745BOYAmt
EOY$5,976EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,703LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,363LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,246BOYAmt
EOY$2,340EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,888,986BOYAmt
EOY$16,347,445EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,637,208BOYAmt
EOY$9,007,772EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,716,338BOYAmt
EOY$26,002,062EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,079BOYAmt
EOY$16,808EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,163,547BOYAmt
EOY$8,334,100EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,169,626BOYAmt
EOY$8,350,908EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,070,858BOYAmt
EOY$2,235,014EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,475,854BOYAmt
EOY$15,416,140EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,546,712BOYAmt
EOY$17,651,154EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,716,338BOYAmt
EOY$26,002,062EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,104,907ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$967,796NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$31,739OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,245,532CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,533,225CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,473,114CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,724,270CurrentTaxYearMinus1YearAmt
Current Tax Year$2,917,298CurrentTaxYearAmt
Total$11,893,439TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,245,532CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,533,225CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,473,114CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,724,270CurrentTaxYearMinus1YearAmt
Current Tax Year$2,917,298CurrentTaxYearAmt
Total$11,893,439TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$11,893,439PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$254,701CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$263,210CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$217,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$267,002CurrentTaxYearMinus1YearAmt
Current Tax Year$310,122CurrentTaxYearAmt
Total$1,312,445TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$254,701CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$263,210CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$217,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$267,002CurrentTaxYearMinus1YearAmt
Current Tax Year$310,122CurrentTaxYearAmt
Total$1,312,445TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,710CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,745CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,474CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,035CurrentTaxYearMinus1YearAmt
Current Tax Year$97,265CurrentTaxYearAmt
Total$189,229TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,519,943CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,814,180CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,712,998CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,023,307CurrentTaxYearMinus1YearAmt
Current Tax Year$3,324,685CurrentTaxYearAmt
Total$13,395,113TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.88790PublicSupportCY509Pct
Public Support PY5090.89200PublicSupportPY509Pct
Investment Income CY0.09800InvestmentIncomeCYPct
Investment Income PY0.09820InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held116DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$2,249,856DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,536,322DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$6,754,797DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,930,258BeginningYearBalanceAmt
Contributions$618,389ContributionsAmt
Investment Earnings Or Losses$723,296InvestmentEarningsOrLossesAmt
Grants Or Scholarships$526,560GrantsOrScholarshipsAmt
End Year Balance$7,745,383EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,135,671BeginningYearBalanceAmt
Contributions$1,212,616ContributionsAmt
Investment Earnings Or Losses-$976,662InvestmentEarningsOrLossesAmt
Grants Or Scholarships$441,367GrantsOrScholarshipsAmt
End Year Balance$6,930,258EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,857,902BeginningYearBalanceAmt
Contributions$77,714ContributionsAmt
Investment Earnings Or Losses$1,512,975InvestmentEarningsOrLossesAmt
Grants Or Scholarships$312,920GrantsOrScholarshipsAmt
End Year Balance$7,135,671EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,230,265BeginningYearBalanceAmt
Contributions$649,072ContributionsAmt
Investment Earnings Or Losses$216,799InvestmentEarningsOrLossesAmt
Grants Or Scholarships$238,234GrantsOrScholarshipsAmt
End Year Balance$5,857,902EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,934,483BeginningYearBalanceAmt
Contributions$352,528ContributionsAmt
Investment Earnings Or Losses$254,573InvestmentEarningsOrLossesAmt
Grants Or Scholarships$311,319GrantsOrScholarshipsAmt
End Year Balance$5,230,265EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.01570PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.98430TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,703OtherCostOrOtherBasisAmt
Depreciation$3,363DepreciationAmt
Book Value$2,340BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,340TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHARITABLE GIFT ANNUITIES$38,854F
CSV LIFE INSURANCE$182,848F
CHARITABLE REMAINDER ANNUITY TRUST$831,097F
VANGUARD TOTAL STOCK MARKET INDEX FUND$6,250,622F
AMERICAN FUNDS WASHINGTON MUTUTAL$1,704,351F
FieldValueIRS element (for citing)
Total Book Value Securities$9,007,772TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO AGENCY ENDOWMENTS$8,197,261
DUE TO UJC - GIFT ANNUITIES$4,187
CRAT PAYABLE$132,652
FieldValueIRS element (for citing)
Total Liability$8,334,100TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,392,686TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$967,796NetUnrealizedGainsInvstAmt
Other Revenue$31,739OtherRevenueAmt
Revenue Not Reported$999,535RevenueNotReportedAmt
Revenue Subtotal$3,393,151RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,393,151TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,288,244TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,288,244ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,288,244TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:FOR UNRESTRICTED ENDOWMENT FUNDS, DISTRIBUTIONS OF INCOME AND PRINCIPAL ARE MADE ACCORDING TO THE BYLAWS OF THE FOUNDATION ONLY TO THE SYRACUSE JEWISH FEDERATION UNLESS THE EXECUTIVE COMMITTEE OF THE FEDERATION CONSENTS TO A DISTRIBUTION TO ANOTHER CHARITABLE ORGANIZATION. FOR RESTRICTED ENDOWMENT FUNDS, DISTRIBUTIONS ARE MADE FOLLOWING THE DIRECTIONS OF THE DONOR.
PART X, LINE 2:THE FOUNDATION COMPLIES WITH FASB ASC SUB-TOPIC 740-19, INCOME TAXES, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A MORE LIKELY THAN NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN INCLUDING MAINTAINING TAX-EXEMPT STATUS. THE FOUNDATION BELIEVES ITS FINANCIAL STATEMENTS DO NOT INCLUDE ANY UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF AND FOR THE YEAR ENDED JUNE 30,2023. IT IS THE FOUNDATION'S POLICY TO RECOGNIZE ANY INTEREST AND PENALTIES IN THE FUNCTIONAL EXPENSES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:INCREASE IN CSV LIFE INSURANCE 3,686. INCREASE IN CHARITABLE GIFT ANNUITY 19,311. INCREASE IN CHARITABLE REMAINDER ANNUITY TRUST 8,742.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (38 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
SYRACUSE HEBREW DAY SCHOOL
5655 THOMPSON ROADDEWITTNY13214156012139$193,968$0GENERAL SUPPORT
UPSTATE MEDICAL UNIVERSITY FOUNDATION
750 E ADAMS ST ROOM 326CABSYRACUSENY13210161068101$16,250$0GENERAL SUPPORT
WILLIAM AND MARY FOUNDATION
PO BOX 1693WILLIAMSBURGVA23187540734117$35,715$0GENERAL SUPPORT
UNITED WAY OF CNY
980 JAMES STREETSYRACUSENY13203150532073$23,300$0GENERAL SUPPORT
SYRACUSE COMMUNITY HEBREW SCHOOL
PO BOX 181DEWITTNY13214156012139$22,500$0GENERAL SUPPORT
MAKE-A-WISH FOUNDATION
5005 CAMPUSWOOD DREAST SYRACUSENY13057222572086$10,250$0GENERAL SUPPORT
PINE CREST SCHOOL
1501 NE 62ND STFORT LAUDERDALEFL33334590861374$20,000$0GENERAL SUPPORT
JEWISH COMMUNITY CENTER
5655 THOMPSON ROADDEWITTNY13214150539101$243,183$0GENERAL SUPPORT
TEMPLE ADATH YESHURAN
450 KIMBER ROADSYRACUSENY13224150617396$60,107$0GENERAL SUPPORT
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36TH STNEW YORKNY10018131790719$5,773$0GENERAL SUPPORT
BELIEVE IN A CURE INC
1051 PORT WASHINGTON 1625PORT WASHINGTONNY11050843876764$10,000$0GENERAL SUPPORT
CHABAD LUBAVITCH OF CNY
113 BERKELEY DRSYRACUSENY13210133202093$8,700$0GENERAL SUPPORT
MOST
500 SOUTH FRANKLIN STSYRACUSENY13202223158446$16,900$0GENERAL SUPPORT
SYRACUSE JEWISH FAMILY SERVICE
4101 E GENESEE STSYRACUSENY13214150539102$18,691$0GENERAL SUPPORT
AMERICAN FRIENDS OF SHALVA ISRAEL INC
315 FIFTH AVENUE 6TH FLNEW YORKNY10016562676533$10,100$0GENERAL SUPPORT
CONGREGATION BETH SHOLOM CHEVRAS SHAH
PO BOX 271SYRACUSENY13214166047859$33,000$0GENERAL SUPPORT
FOOD BANK OF CENTRAL NEW YORK
7066 INTERSTATE ISLAND ROADSYRACUSENY13209222816988$8,029$0GENERAL SUPPORT
JEWISH COMMUNITY FOUNDATION OF CNY
5655 THOMPSON ROADSYRACUSENY13214161599356$34,268$0GENERAL SUPPORT
SYRACUSE STAGE
820 E GENESEE STREETSYRACUSENY13210150623468$12,300$0GENERAL SUPPORT
SYRACUSE UNIVERSITY
640 SKYTOP ROAD 2ND FLOORSYRACUSENY13224150532081$15,500$0GENERAL SUPPORT
UNIVERSITY OF VERMONT FOUNDATION
411 MAIN STREETBURLINGTONVT05401451556038$7,500$0GENERAL SUPPORT
YALE UNIVERSITY ALUMNI FUND
PO BOX 2038NEW HAVENCT06521066078326$7,200$0GENERAL SUPPORT
LUSTGARTEN FOUNDATION
415 CROSSWAYS PARK DRIVE SUITE DWOODBURYNY11797311611837$11,200$0GENERAL SUPPORT
AMERICAN HOME FURNISHINGS HALL OF FAME
311 S HAMILTON STREETHIGH POINTNC27262311764449$150,000$0GENERAL SUPPORT
BRIGHAM & WOMEN'S HOSPITAL
PO BOX 414905BOSTONMA02241042312909$25,200$0GENERAL SUPPORT
CITY OF HOPE
1500 E DUARTE ROADDUARTECA91010953435919$25,000$0GENERAL SUPPORT
LONGHOUSE COUNCIL BOY SCOUTS OF AMERICA
2803 BREWERTON ROADSYRACUSENY13211160966978$20,600$0GENERAL SUPPORT
MANLIUS PEBBLE HILL SCHOOL
5300 JAMESVILLE ROADSYRACUSENY13214160973557$10,000$0GENERAL SUPPORT
NATIONAL JEWISH OUTREACH PROGRAM
1345 AVENUE OF THE AMERICASNEW YORKNY10105132881809$10,000$0GENERAL SUPPORT
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC
441 WEST KIRKPATRICK STREETSYRACUSENY13204133039601$10,000$0GENERAL SUPPORT
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158131818723$101,880$0GENERAL SUPPORT
FINGER LAKES AREA COMMUNITY ENDOWMENT
72 SOUTH MAIN STREETCANANDAIGUANY14424161467675$13,000$0GENERAL SUPPORT
FRIENDS OF THE CENTRAL LIBRARY INC
447 SOUTH SALINA STREETSYRACUSENY13202161440173$13,500$0GENERAL LIBRARY
SKANEATELES LAKE ASSOCIATION INC
PO BOX 862SKANEATELESNY13152237045486$7,500$0GENERAL SUPPORT
SYRACUSE HILLEL INC
102 WALNUT PLACESYRACUSENY13210451441843$12,947$0GENERAL SUPPORT
SYRACUSE JEWISH CEMETERY ASSOCIATION INC
337 SUMMERHAVEN DRIVE NORTHEAST SYRACUSENY13057160971313$10,000$0GENERAL SUPPORT
THE FOUNDATION AT MENORAH PARK
4101 EAST GENESEE STREETSYRACUSENY13214341778478$105,360$0GENERAL SUPPORT
YOUNG JUDAEA GLOBAL INC
575 8TH AVENUE 11TH FLOORNEW YORKNY10018452640858$81,300$0GENERAL SUPPORT

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION REQUIRES THAT ANY NON-PROFIT ORGANIZATION RECEIVING A RESTRICTED GIFT PROVIDE A RECONCILIATION OF HOW THE FUNDS WERE SPENT. UNRESTRICTED GIFTS REQUIRE ONLY A NOTE FROM THE NON-PROFIT ORGANIZATION THAT THE FUNDS WERE RECEIVED. GIFTS MADE FROM DONOR-ADVISED FUNDS ARE SENT WITH A LETTER STATING THAT THE FUNDS ARE TO BE FULLY USED FOR CHARITABLE PURPOSES ONLY AND IF APPLICABLE THE DONORS SUGGESTION FOR THE USE OF THE DONATION.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$1,264,382NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUOTED MARKET PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS REVIEWED WITH THE EXECUTIVE BOARD FIRST AND THEN PRESENTED TO THE ENTIRE BOARD OF TRUSTEES AT A QUARTERLY BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12CTHE OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE REQUIRED TO SIGN AND SUBMIT SIGNED CONFLICTS OF INTEREST FORMS ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE DIRECTOR'S SALARY IS 40% OF AN AMOUNT DETERMINED BY THE JEWISH FEDERATION UNDER A THREE-YEAR CONTRACT EXPIRING SEPTEMBER 2023.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON GUIDESTAR'S WEBSITE. ADDITIONAL INFORMATION SUCH AS THEIR GOVERNING DOCUMENTS ARE AVAILABLE AT THE FOUNDATION'S OFFICE UPON REQUEST.
FORM 990, PART XI, LINE 9:INCREASE IN CHARITABLE GIFT ANNUITIES 19,311. INCREASE IN CSV OF LIFE INSURANCE 3,686. INCREASE IN CHARITABLE REMAINDER ANNUITY TRUST 8,742.
FORM 990, PART XII,LINE 2CTHE AUDIT AND FINANCE COMMITTEE OF THE FOUNDATION ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT.

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