JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2021

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Organization
JEWISH COMMUNITY FOUNDATION OF (EIN 16-1599356)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-12-07
IRS object ID
202203419349300600
Schema version
2021v4.2
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)
Return2022-12-07T07:01:59-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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
Signature2022-11-21SignatureDt
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

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

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$5,715,990GrossReceiptsAmt
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 Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers21TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,473,114PYContributionsGrantsAmt
CY Contributions Grants$2,724,270CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$485,352PYInvestmentIncomeAmt
CY Investment Income$484,725CYInvestmentIncomeAmt
PY Other Revenue$22,474PYOtherRevenueAmt
CY Other Revenue$32,035CYOtherRevenueAmt
PY Total Revenue$2,980,940PYTotalRevenueAmt
CY Total Revenue$3,241,030CYTotalRevenueAmt
PY Grants And Similar Paid$1,961,992PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,221,436CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$66,518PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$70,591CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$68,457PYOtherExpensesAmt
CY Other Expenses$76,798CYOtherExpensesAmt
PY Total Expenses$2,096,967PYTotalExpensesAmt
CY Total Expenses$2,368,825CYTotalExpensesAmt
PY Revenues Less Expenses$883,973PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$872,205CYRevenuesLessExpensesAmt
Total Assets BOY$23,735,956TotalAssetsBOYAmt
Total Assets EOY$22,716,338TotalAssetsEOYAmt
Total Liabilities BOY$6,624,939TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,169,626TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,111,017NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,546,712NetAssetsOrFundBalancesEOYAmt
MissionTO ENSURE THE CONTINUITY AND VITALITY OF THE JEWISH COMMUNITYMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,295,353ExpenseAmt
Grant$2,221,436GrantAmt
DescGRANTS AND ALLOCATIONS AND RELATED EXPENSES TO PROVIDE INFORMATION ABOUT THE JEWISH COMMUNITY PHILANTHROPYDesc
Total Program Service Expenses$2,295,353TotalProgramServiceExpensesAmt
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 Document1IRPDocumentCnt
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 Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
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 (22 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
MICHAEL J BALANOFF
EXECUTIVE DIRECTOR16.00Yes (X)$56,636$0$10,000
FieldValueIRS element (for citing)
Total Reportable Comp From Org$56,636TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$10,000TotalOtherCompensationAmt
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$2,724,270AllOtherContributionsAmt
Noncash Contributions$1,415,793NoncashContributionsAmt
Total Contributions$2,724,270TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$267,002TotalRevenueColumnAmt
Exclusion$267,002ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,692,683SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,474,960SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$217,723SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$217,723TotalRevenueColumnAmt
Exclusion$217,723ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMIN MGMT FEESDesc
Business900099BusinessCd
Total Revenue Column$32,035TotalRevenueColumnAmt
Exclusion$32,035ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$32,035OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,241,030TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$516,760ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,221,436TotalAmt
Program Services$2,221,436ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$66,700TotalAmt
Program Services$43,355ProgramServicesAmt
Management And General$23,345ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,891TotalAmt
Program Services$2,529ProgramServicesAmt
Management And General$1,362ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,563TotalAmt
Management And General$13,563ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,856TotalAmt
Program Services$5,329ProgramServicesAmt
Management And General$7,527ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,915TotalAmt
Program Services$11,915ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,243TotalAmt
Program Services$3,515ProgramServicesAmt
Management And General$2,728ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,414TotalAmt
Management And General$17,414ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$471TotalAmt
Program Services$306ProgramServicesAmt
Management And General$165ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,621TotalAmt
Program Services$2,473ProgramServicesAmt
Management And General$148ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

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

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,257TotalAmt
Management And General$3,257ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PRINTING$2,460$2,460
SUPPLIES$1,484$1,484
POSTAGE$1,038$830$208
TELEPHONE$995$699$296

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,575TotalAmt
Program Services$506ProgramServicesAmt
Management And General$1,069ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,368,825TotalAmt
Program Services$2,295,353ProgramServicesAmt
Management And General$73,472ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$177,798BOYAmt
EOY$167,521EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,954,125BOYAmt
EOY$2,013,632EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$6,028BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,840BOYAmt
EOY$5,745EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,703LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,457LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,152BOYAmt
EOY$3,246EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,560,209BOYAmt
EOY$14,888,986EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$14,024,804BOYAmt
EOY$5,637,208EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,735,956BOYAmt
EOY$22,716,338EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,323BOYAmt
EOY$6,079EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,620,616BOYAmt
EOY$7,163,547EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,624,939BOYAmt
EOY$7,169,626EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,369,300BOYAmt
EOY$2,070,858EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,741,717BOYAmt
EOY$13,475,854EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,111,017BOYAmt
EOY$15,546,712EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,735,956BOYAmt
EOY$22,716,338EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$872,205ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,271,054NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$165,456OtherChangesInNetAssetsAmt
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$1,762,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,245,532CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,533,225CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,473,114CurrentTaxYearMinus1YearAmt
Current Tax Year$2,724,270CurrentTaxYearAmt
Total$10,738,991TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,762,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,245,532CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,533,225CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,473,114CurrentTaxYearMinus1YearAmt
Current Tax Year$2,724,270CurrentTaxYearAmt
Total$10,738,991TotalAmt

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$10,738,991PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$179,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$254,701CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$263,210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$217,410CurrentTaxYearMinus1YearAmt
Current Tax Year$267,002CurrentTaxYearAmt
Total$1,181,703TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$179,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$254,701CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$263,210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$217,410CurrentTaxYearMinus1YearAmt
Current Tax Year$267,002CurrentTaxYearAmt
Total$1,181,703TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,329CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,710CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,745CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,474CurrentTaxYearMinus1YearAmt
Current Tax Year$32,035CurrentTaxYearAmt
Total$118,293TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,968,559CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,519,943CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,814,180CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,712,998CurrentTaxYearMinus1YearAmt
Current Tax Year$3,023,307CurrentTaxYearAmt
Total$12,038,987TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.89200PublicSupportCY509Pct
Public Support PY5090.90630PublicSupportPY509Pct
Investment Income CY0.09820InvestmentIncomeCYPct
Investment Income PY0.08600InvestmentIncomePYPct
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 Held139DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,379,372DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,655,441DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$5,671,943DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,376,666BeginningYearBalanceAmt
Contributions$527,794ContributionsAmt
Investment Earnings Or Losses$304,502InvestmentEarningsOrLossesAmt
Grants Or Scholarships$274,479GrantsOrScholarshipsAmt
End Year Balance$4,934,483EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.01620PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.98380TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,703OtherCostOrOtherBasisAmt
Depreciation$2,457DepreciationAmt
Book Value$3,246BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,246TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHARITABLE GIFT ANNUITIES$60,747F
CSV LIFE INSURANCE$179,161F
CHARITABLE REMAINDER ANNUITY TRUST$786,236F
VANGUARD TOTAL STOCK MARKET INDEX FUND$4,611,064F
FieldValueIRS element (for citing)
Total Book Value Securities$5,637,208TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO AGENCY ENDOWMENTS$7,011,056
DUE TO UJC - GIFT ANNUITIES$6,770
CRAT PAYABLE$145,721
FieldValueIRS element (for citing)
Total Liability$7,163,547TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$804,520TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,271,054NetUnrealizedGainsInvstAmt
Other Revenue-$165,456OtherRevenueAmt
Revenue Not Reported-$2,436,510RevenueNotReportedAmt
Revenue Subtotal$3,241,030RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,241,030TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,368,825TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,368,825ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,368,825TotalExpensesPerForm990Amt

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 30,2021. 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 6,240. DECREASE IN CHARITABLE GIFT ANNUITY -13,164. DECREASE IN CHARITABLE REMAINDER ANNUITY TRUST -158,532.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (39 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
SYRACUSE HEBREW DAY SCHOOL
5655 THOMPSON ROADDEWITTNY13214156012139$63,039$0GENERAL SUPPORT
TEMPLE SOCIETY OF CONCORD
910 MADISON STREETSYRACUSENY13210150545840$10,800$0GENERAL SUPPORT
UPSTATE MEDICAL UNIVERSITY FOUNDATION
750 E ADAMS ST ROOM 326CABSYRACUSENY13210161068101$61,917$0GENERAL SUPPORT
WILLIAM AND MARY FOUNDATION
PO BOX 1693WILLIAMSBURGVA23187540734117$35,715$0GENERAL SUPPORT
UNITED WAY OF CNY
518 JAMES ST 200SYRACUSENY13203150532073$26,800$0GENERAL SUPPORT
SYRACUSE COMMUNITY HEBREW SCHOOL
450 KIMBER ROADDEWITTNY13214473976037$30,100$0GENERAL SUPPORT
MAKE-A-WISH FOUNDATION
5005 CAMPUSWOOD DREAST SYRACUSENY13057222572086$12,300$0GENERAL SUPPORT
PINE CREST SCHOOL
1501 NE 62ND STFORT LAUDERDALEFL33334590861374$20,000$0GENERAL SUPPORT
MENORAH PARK
4101 E GENESEE STSYRACUSENY13214202161590$97,728$0GENERAL SUPPORT
JEWISH COMMUNITY CENTER
5655 THOMPSON ROADDEWITTNY13214150539101$213,557$0GENERAL SUPPORT
JEWISH FEDERATION OF CENTRAL NEW YORK INC
5655 THOMPSON ROADDEWITTNY13214150543614$634,815$0GENERAL SUPPORT
TEMPLE ADATH YESHURAN
450 KIMBER ROADSYRACUSENY13224150617396$190,068$0GENERAL SUPPORT
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36TH STNEW YORKNY10018131790719$13,681$0GENERAL SUPPORT
BELIEVE IN A CURE INC
151 HERRICKS ROAD SUITE 204NEW HYDE PARKNY11040843876764$100,000$0GENERAL SUPPORT
CHABAD LUBAVITCH OF CNY
113 BERKELEY DRSYRACUSENY13210133202093$6,800$0GENERAL SUPPORT
MOST
500 SOUTH FRANKLIN STSYRACUSENY13202223158446$6,000$0GENERAL SUPPORT
SYRACUSE JEWISH FAMILY SERVICE
4101 E GENESEE STSYRACUSENY13214150539102$5,716$0GENERAL SUPPORT
AMERICAN FRIENDS OF SHALVA ISRAEL INC
315 FIFTH AVENUE 6TH FLNEW YORKNY10016562676533$20,000$0GENERAL SUPPORT
CONGREGATION BETH SHOLOM CHEVRAS SHAH
PO BOX 271SYRACUSENY13214166047859$98,169$0GENERAL SUPPORT
FOOD BANK OF CENTRAL NEW YORK
7066 INTERSTATE ISLAND ROADSYRACUSENY13209222816988$9,854$0GENERAL SUPPORT
HILLEL AT SYRACUSE UNIVERSITY
102 WALNUT PLACESYRACUSENY13210166065279$13,376$0GENERAL SUPPORT
JEWISH COMMUNITY FOUNDATION OF CNY
5655 THOMPSON ROADSYRACUSENY13214161599356$26,527$0GENERAL SUPPORT
SYRACUSE STAGE
820 E GENESEE STREETSYRACUSENY13210150623468$12,100$0GENERAL SUPPORT
SYRACUSE UNIVERSITY
640 SKYTOP ROAD ROOM 240SYRACUSENY13224150532081$21,000$0GENERAL SUPPORT
YALE UNIVERSITY ALUMNI FUND
PO BOX 803NEW HAVENCT06503066078326$7,200$0GENERAL SUPPORT
AMERICAN HOME FURNISHINGS HALL OF FAME
202 NEAL PLACE SUITE 101HIGH POINTNC27262311764449$51,000$0GENERAL SUPPORT
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
220 EAST 42ND STREET SUITE 400NEW YORKNY10017131656634$5,400$0GENERAL SUPPORT
BRIGHAM & WOMEN'S HOSPITAL
PO BOX 414905BOSTONMA02241043277859$25,100$0GENERAL SUPPORT
CAZENOVIA AREA VOLUNTEER AMBULANCE CORPS
106 NELSON STCAZENOVIANY13035237398177$35,000$0GENERAL SUPPORT
CITY OF HOPE
1500 E DUARTE ROADDUARTECA91010953435919$50,000$0GENERAL SUPPORT
FRIENDS OF UNITED HATZALAH
208 E 51ST ST 303NEW YORKNY10022113533002$26,000$0GENERAL SUPPORT
FRIENDS OF YAD LAKASHISH
PO BOX 494ENGLEWOODNJ07631760734439$25,000$0GENERAL SUPPORT
HIAS
PO BOX 97077WASHINGTONDC20090135633307$7,130$0GENERAL SUPPORT
JEWISH HOME OF CENTRAL NEW YORK
4101 E GENESEE STSYRACUSENY13214150539103$30,000$0GENERAL SUPPORT
LONGHOUSE COUNCIL BOY SCOUTS OF AMERICA
2803 BREWERTON ROADSYRACUSENY13211160966978$50,000$0GENERAL SUPPORT
MANLIUS PEBBLE HILL SCHOOL
5300 JAMESVILLE ROADSYRACUSENY13214160973557$11,000$0GENERAL SUPPORT
NATIONAL JEWISH OUTREACH PROGRAM
1345 AVENUE OF THE AMERICASNEW YORKNY10105132881809$10,000$0GENERAL SUPPORT
SHAAREI TORAH ORTHODOX CONGREGATION
4313 EAST GENESEE STREETSYRACUSENY13214900508861$16,382$0GENERAL SUPPORT
SOUTHERN CAYUGA ANNE FRANK TREE PROJECT
2384 STATE ROUTE 34BAURORANY13026832812769$8,008$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
Contribution25ContributionCnt
Noncash Contributions Rpt F990$1,415,793NoncashContributionsRptF990Amt
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 -13,164. INCREASE IN CSV OF LIFE INSURANCE 6,240. INCREASE IN CHARITABLE REMAINDER ANNUITY TRUST -158,532.
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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