LOUIS S AND MOLLY B WOLK FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LOUIS S AND MOLLY B WOLK FOUNDATION (EIN 22-2405596)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-07
IRS object ID
202200669349100915
Schema version
2021v4.1
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)
Return2022-03-07T17:56:21-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161614009PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MIRABELLA & SMITH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 ALLENS CREEK RDAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222405596EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUIS S & MOLLY B WOLK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOUIBusinessNameControlTxt
Phone5854426900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 EAST AVENUE 701AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARVIN WOLKPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5854426900PhoneNum
Signature2022-03-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARVINPersonFirstNm
Person LastWOLKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL C SMITHPreparerPersonNm
PTINP00093683PTIN
Phone5852256470PhoneNum
Preparation2022-03-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$40,689,426FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$657,362DividendsRevAndExpnssAmt
Dividends Net Invst Incm$657,362DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,444,281NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,075,128GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,444,281CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,101,643TotalRevAndExpnssAmt
Total Net Invst Incm$2,101,643TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$175,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$35,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$140,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,350AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,400AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$111,065OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$111,065OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$26,130TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$27,315OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,463OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$21,852OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,157TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$231TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$926TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,600OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,172OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,428OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$354,017TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$154,281TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$173,606TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,345,183ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,345,183ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,699,200TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$154,281TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,518,789TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$402,443ExcessRevenueOverExpensesAmt
Net Investment Income$1,947,362NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$575,729SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,367,927SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,367,927SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$20,074,889OtherInvestmentsBOYAmt
Other Investments EOY$19,685,134OtherInvestmentsEOYAmt
Other Investments EOYFMV$39,321,499OtherInvestmentsEOYFMVAmt
Total Assets BOY$20,650,618TotalAssetsBOYAmt
Total Assets EOY$21,053,061TotalAssetsEOYAmt
Total Assets EOYFMV$40,689,426TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$25,795,449CapitalStockBOYAmt
Capital Stock EOY$25,795,449CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$5,144,831RetainedEarningBOYAmt
Retained Earning EOY-$4,742,388RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,650,618TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$21,053,061TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,650,618TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$21,053,061TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,650,618TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$402,443ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$21,053,061SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$21,053,061TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
850 ISHARES CORE S&P SMALL CAPP$90,449$43,974$46,475$46,475
1350 ISHARES CORE S&P 500 ETFP$612,306$501,900$110,406$110,406
350 ISHARES S&P 500 VALUE ETFP$52,920$44,402$8,518$8,518
4800 SPDR BLOOMBERG INVT GRADEP$146,691$147,442-$751-$751
6900 ISHARES CORE S&P SMALL CAPP$745,615$215,059$530,556$530,556
2600 ISHARES CORE S&P MIDCAP ETFP$715,485$206,527$508,958$508,958
750 ISHARES CORE S&P 500 ETFP$340,170$86,738$253,432$253,432
18225 ISHARES FLOATING RATE BONDP$924,375$918,693$5,682$5,682
250 ISHARES MSCI EAFE ETFP$19,006$16,008$2,998$2,998
4150 SPDR BLOOMBERG INVT GRADEP$126,827$127,165-$338-$338
625 SPDR S&P EMERGING MKTS SMALL CAPP$34,097$29,279$4,818$4,818
225 SPDR S&P INTL SMALL CAPP$8,392$6,538$1,854$1,854
775 VANGUARD FTSE EMERGING MKTSP$43,390$34,782$8,608$8,608
14100 VANGUARD TOTAL BOND MKT ETFP$1,198,277$1,252,340-$54,063-$54,063
CAPITAL GAINS DIVIDENDSP$17,128$17,128$17,128
FieldValueIRS element (for citing)
Capital Gain Net Income$1,444,281CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$27,068InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$27,068SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$27,068TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$24,958EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$24,958TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$157EsPenaltyAmt
Tax Due$2,267TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTREASURERIndividualWithBooksNm
Phone5854426900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11600 EAST AVEAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14610ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID M WOLK
78 GLEN ACREPITTSFORDNY14534CHAIRMAN5.00$25,000$0$0
MARVIN L WOLK
35 SOUTHWOOD LANEROCHESTERNY14618TREASURER10.00$50,000$0$0
ALVIN L URELES MD
1202 SUMMIT CIRCLE DRROCHESTERNY14618VICE CHAIRMAN5.00$25,000$0$0
MICHAEL B BERGER
4 ROYAL WOODS COURTBUFFALONY14421CO-CHAIR - GRANTS5.00$25,000$0$0
HAROLD SAMLOFF
5 LINDEN COVEPITTSFORDNY14534CO-CHAIR - GRANTS5.00$25,000$0$0
JEREMY WOLK
2 SOUTHERN PARKWAYROCHESTERNY14618SECRETARY5.00$25,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$39,337,332AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$39,337,332TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$39,337,332AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$590,060CashDeemedCharitableAmt
Net Vl Noncharitable Assets$38,747,272NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,937,364MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,937,364MinimumInvestmentReturnAmt
Tax Based On Investment Income$27,068TaxBasedOnInvestmentIncomeAmt
Total Tax$27,068TotalTaxAmt
Distributable Before Adj$1,910,296DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,910,296DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,910,296DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,518,789ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,518,789QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,910,296DistributableAsAdjustedAmt
Undistributed Income PY$99,987UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,518,789QualifyingDistributionsAmt
Applied To Year1$99,987AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,418,802AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$491,494UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGRANT COMMITTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11600 EAST AVENUE SUITE 701AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14610ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5854426900RecipientPhoneNum
Form And Info And MaterialsGRANT APPLICATION AS PROVIDED BY THE ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsONLY 501(C)3 ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GEORGE EASTMAN MUSEUM
900 EAST AVEROCHESTERNY14607NONE501(C)(3)CONCOURSE$60,000
ROCHESTER PREP CHARTER SCHOOL
305 ANDREWS STREETROCHESTERNY14604NONE501(C)(3)CAPITAL CAMPAIGN$20,000
JEWISH COMMUNITY CENTER OF GREATER ROCHESTER
1200 EDGEWOOD AVENUEROCHESTERNY14618NONE501(C)(3)CAPITAL CAMPAIGN$185,000
LIFESPAN
1900 S CLINTON AVENUEROCHESTERNY14618NONE501(C)(3)OLDER ADULT PROGRAM$50,000
JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER
441 EAST AVENUEROCHESTERNY14607NONE501(C)(3)ANNUAL CAMPAIGN$45,000
JEWISH SENIOR LIFE
2021 S WINTON ROADROCHESTERNY14618NONE501(C)(3)GREEN HOUSE$162,000
MEMORIAL ART GALLERY
500 UNIVERSITY AVENUEROCHESTERNY14607NONE501(C)(3)STORY WALK$25,000
NUMEROUS SMALL GRANTS - DISCRETIONARY
1600 EAST AVEROCHESTERNY14610NONE501(C)(3)VARIOUS SPECIFIC PROGRAMS$150,000
ROCHESTER REGIONAL HEALTH FOUNDATION
100 KINGS HWYROCHESTERNY14617NONE501(C)(3)ATRIUM RENOVATION$100,000
STRONG MUSEUM
ONE MANHATTAN SQUARE DRIVEROCHESTERNY14607NONE501(C)(3)EXPANSION$50,000
UNIVERSITY OF ROCHESTER
60 CRITTENDEN BLVDROCHESTERNY14625NONE501(C)(3)WOLK PROFESSORSHIP$100,000
WXXI
280 STATE STREETROCHESTERNY14604NONE501(C)(3)TOWER RECONSTRUCTION$83,333
WXXI
280 STATE STREETROCHESTERNY14604NONE501(C)(3)LITTLE THEATRE$50,000
CENTER FOR TEEN EMPOWERMENT
392 GENESEE STREETROCHESTERNY14611NONE501(C)(3)CAPITAL CAMPAIGN$10,000
EAST HOUSE
259 MONROE AVENUEROCHESTERNY14607NONE501(C)(3)ANNUAL CAMPAIGN$6,750
ROCHESTER FRINGE FESTIVAL
PO BOX 10508ROCHESTERNY14610NONE501(C)(3)ANNUAL CAMPAIGN$10,000
GIGI'S PLAYHOUSE
372 N GOODMAN STREETROCHESTERNY14607NONE501(C)(3)SPEECH & LANGUAGE$25,000
GILDA'S CLUB
255 ALEXANDER STREETROCHESTERNY14607NONE501(C)(3)SOFTWARE APPLICATION$20,000
HIGHLAND HOSPITAL
1000 SOUTH AVENUEROCHESTERNY14620NONE501(C)(3)PATIENT WAITING ROOM$33,000
HILLEL COMMUNITY DAY SCHOOL
191 FAIRFIELD DRIVEROCHESTERNY14620NONE501(C)(3)SCHOLARSHIPS$10,000
JEWISH COMMUNITY CENTER OF GREATER ROCHESTER
1200 EDGEWOOD AVENUEROCHESTERNY14618NONE501(C)(3)CAMPERSHIPS$50,000
JEWISH COMMUNITY CENTER OF GREATER ROCHESTER
1200 EDGEWOOD AVENUEROCHESTERNY14618NONE501(C)(3)GALA SPONSORSHIP$10,000
JEWISH FAMILY SERVICES
255 EAST AVENUEROCHESTERNY14604NONE501(C)(3)FOOD CUPBOARD$10,000
MCC FOUNDATION
1000 E HENRIETTA ROADROCHESTERNY14623NONE501(C)(3)GALA SPONSORSHIP$10,000
TRILLIUM HEALTH
259 MONROE AVENUEROCHESTERNY14607NONE501(C)(3)MOBILE VACCINATION$20,000
UNIVERSITY OF ROCHESTER
60 CRITTENDEN BLVDROCHESTERNY14625NONE501(C)(3)URELES SCHOLARSHIP FUND$50,000
TEMPLE B'RITH KODESH
2131 ELMWOOD AVENUEROCHESTERNY14618NONE501(C)(3)ANNUAL CAMPAIGN$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,345,183TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GEORGE EASTMAN MUSEUM
900 EAST AVEROCHESTERNY14607NONE501(C)(3)CAPITAL CAMPAIGN$240,000
JEWISH COMMUNITY CENTER OF GREATER ROCHESTER
1200 EDGEWOOD AVENUEROCHESTERNY14618NONE501(C)(3)CAPITAL CAMPAIGN$600,000
JEWISH SENIOR LIFE
2021 S WINTON ROADROCHESTERNY14618NONE501(C)(3)GREEN HOUSE$814,000
MEMORIAL ART GALLERY
500 UNIVERSITY AVENUEROCHESTERNY14607NONE501(C)(3)STORY WALK$25,000
STRONG MUSEUM
ONE MANHATTAN SQUARE DRIVEROCHESTERNY14607NONE501(C)(3)EXPANSION$350,000
WXXI
280 STATE STREETROCHESTERNY14604NONE501(C)(3)TOWER RECONSTRUCTION$166,667
ROCHESTER PREP CHARTER SCHOOL
305 ANDREWS STREETROCHESTERNY14604NONE501(C)(3)CAPITAL CAMPAIGN$80,000
MCC FOUNDATION
1000 E HENRIETTA ROADROCHESTERNY14623NONE501(C)(3)DOWNTOWN CAMPUS$1,250,000
LIFESPAN
1900 S CLINTON AVENUEROCHESTERNY14618NONE501(C)(3)OLDER ADULT PROGRAM$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,625,667TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$657,362ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,444,281ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,101,643ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,101,643TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$6,750Amt
Net Investment Income$1,350NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,400DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSTOCK & BOND PORTFOLIOSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$19,685,134BookValueAmt
EOYFMV$39,321,499EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE$858$172$686
INSURANCE$2,368$474$1,894
OFFICE EXPENSES$2,624$526$2,098
NEW YORK STATE FILING FEE$750$0$750

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$111,065Amt
Net Investment Income$111,065NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$26,130Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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