2022-11-09T10:36:11-06:00 2021-12-31 161131146 BONADIO & CO LLP 100 CORPORATE PARKWAY SUITE 200 AMHERST NY 14226 990 2021-01-01 166023261 FOUNDATION FOR JEWISH PHILANTHROPIES INC FOUN 7162041133 2640 NORTH FOREST ROAD 200 GETZVILLE NY 140681573 IRVING LEVY EXECUTIVE DIRECTOR 7162041133 2022-11-09 1 IRVING LEVY 999009999 JUSTIN N REID P01321869 7162506600 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z IRVING LEVY 2640 NORTH FOREST ROAD 200 GETZVILLE NY 140681573 107781139 0 X WWW.JEWISHPHILANTHROPIES.ORG X 1911 NY THE ORGANIZATION IS A NOT-FOR-PROFIT, PUBLIC CHARITY ESTABLISHED IN 1911 TO PROVIDE FOR THE QUALITY AND CONTINUITY OF JEWISH LIFE IN WESTERN NEW YORK AND AROUND THE WORLD THROUGH PRIVATE PHILANTHROPY. THE FOUNDATION SEEKS, ACCEPTS, MANAGES, AND DISTRIBUTES CHARITABLE LEGACIES, BEQUESTS, TRUSTS, ENDOWMENTS, AND OTHER PHILANTHROPICAL FUNDS FOR THE BENEFIT OF THE COMMUNITY. 26 26 13 26 0 0 3817901 21767769 199501 315191 631766 3212448 6123359 508945 10772527 25804353 15838945 29786554 0 0 755320 723962 0 0 14748 1707671 1741039 18301936 32251555 -7529409 -6447202 232889336 249898212 91378823 104349618 141510513 145548594 X SEE SCHEDULE OTHE ORGANIZATION IS A NOT-FOR-PROFIT, PUBLIC CHARITY ESTABLISHED IN 1911 TO PROVIDE FOR THE QUALITY AND CONTINUITY OF JEWISH LIFE IN WESTERN NEW YORK AND AROUND THE WORLD THROUGH PRIVATE PHILANTHROPY. THE FOUNDATION SEEKS, ACCEPTS, MANAGES, AND DISTRIBUTES CHARITABLE LEGACIES, BEQUESTS, TRUSTS, ENDOWMENTS, AND OTHER PHILANTHROPICAL FUNDS FOR THE BENEFIT OF THE COMMUNITY. 0 0 31927184 29786554 315191 THE FOUNDATION OPERATES AS A PUBLIC CHARITY TO SEEK, ACCEPT, MANAGE, AND DISTRIBUTE LEGACIES, BEQUESTS, ENDOWMENTS, TRUSTS, DONOR-ADVISED, RESTRICTED, AND OTHER PHILANTHROPIC FUNDS. THE FOUNDATION DEVELOPS AND MANAGES ENDOWMENT FUNDS FOR JEWISH SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES, AND SYNAGOGUES. IT OFFERS A VARIETY OF PLANNED GIVING SERVICES FOR DONORS AND CONDUCTS A GRANT MAKING PROGRAM FOR THE DISTRIBUTION OF FUNDS FOR BROAD CHARITABLE PURPOSES. 31927184 1 1 0 0 0 1 0 0 1 1 1 1 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 12 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X IRVING LEVY EXECUTIVE DIRECTOR 7162041133 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 14068 JONATHAN SCHECHTER PRESIDENT 1.00 X X 0 0 0 GRETCHEN GROSS VICE PRESIDENT 1.00 X X 0 0 0 ALISON KEANE VICE PRESIDENT 1.00 X X 0 0 0 PETER WEINMANN VICE PRESIDENT 1.00 X X 0 0 0 KENNETH SHUMAN SECRETARY 1.00 X X 0 0 0 DANIEL KESTER TREASURER 1.00 X X 0 0 0 KIMBERLY BABAT-YONATY DIRECTOR 1.00 X 0 0 0 SUSAN FREED DIRECTOR 1.00 X 0 0 0 SCOTT GOLDMAN DMD DIRECTOR 1.00 X 0 0 0 CHARLES KREINER JR DIRECTOR 1.00 X 0 0 0 PAUL MICHAELS DIRECTOR 1.00 X 0 0 0 ESTHER QUARTARONE DIRECTOR 1.00 X 0 0 0 ERIC RECOON DIRECTOR 1.00 X 0 0 0 JUSTIN REICH DIRECTOR 1.00 X 0 0 0 CRAIG SMALL DIRECTOR 1.00 X 0 0 0 DR BRIAN SNYDER DIRECTOR 1.00 X 0 0 0 RICHARD TEIBEL DIRECTOR 1.00 X 0 0 0 MICHAEL JOSEPH DIRECTOR 1.00 X 0 0 0 JOEL PAULL DIRECTOR 1.00 X 0 0 0 ALAN ROSENHOCH DIRECTOR 1.00 X 0 0 0 ARNOLD KAHN HONORARY TRUSTEE 1.00 X 0 0 0 JUDITH KATZ HONORARY TRUSTEE 1.00 X 0 0 0 SANFORD NOBEL HONORARY TRUSTEE 1.00 X 0 0 0 RICHARD ZAKALIK HONORARY TRUSTEE 1.00 X 0 0 0 DAVID FEUERSTEIN HONORARY TRUSTEE 1.00 X 0 0 0 LENORE LEVY HONORARY TRUSTEE 1.00 X 0 0 0 IRVING LEVY EXECUTIVE DIRECTOR 40.00 X 190547 0 10576 CORTNEY HEITZMAN CONTROLLER 40.00 X 64663 0 6323 255210 0 16899 1 0 1 0 0 21767769 1951603 21767769 FUND CHARGES 561000 315191 315191 315191 451903 451903 84737331 81976786 2760545 2760545 2760545 INCOME FROM DISREGARDED ENTITIES 561000 508945 508945 508945 25804353 315191 0 3721393 29556204 29556204 78850 78850 151500 151500 272109 139604 132505 335247 204361 121388 9498 64573 35841 27523 1209 52033 29467 21752 814 28053 26094 1306 653 37248 37248 41870 40614 837 419 6917 6709 139 69 117238 113720 2345 1173 5603 5435 112 56 14676 14236 294 146 39682 38491 794 397 LIFE INSURANCE PREMIUMS 1418362 1418362 EQUIPMENT RENTAL AND MA 18707 18146 374 187 MISCELLANEOUS 12683 12302 254 127 32251555 31927184 309623 14748 2479344 20927883 4438605 4934595 3162548 3096104 8355995 7275841 506505 422293 93389 84212 132465599 134853354 18613827 17685682 63280029 61040541 232889336 249898212 1846903 2296237 67776878 77074686 21755042 24978695 91378823 104349618 X 113087224 111712228 28423289 33836366 141510513 145548594 232889336 249898212 X -6447202 8197455 2287828 X X 0 1 X 1 0 X 8275424 5846563 9140740 4017402 22082960 49363089 8275424 5846563 9140740 4017402 22082960 49363089 20277050 29086039 2685375 5076790 3302115 2045867 3721393 16831540 1600000 2603660 1550000 4709258 10462918 76657547 0.37940 0.40940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: DEATH BENEFITS - 2017 AMOUNT: $ 1,600,000. 2018 AMOUNT: $ 2,603,660. 2019 AMOUNT: $ 1,550,000. 2020 AMOUNT: $ 4,709,258. 2021 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 279 21006207 29739632 113591869 1 1 0 1 X 28423289 721394 2945801 1745882 33836366 26746067 145596 2053032 521406 28423289 22245007 1402647 2488125 610287 26746067 21864483 2348342 -780818 1187000 22245007 17175408 873754 2582099 347744 20283517 0 0 506505 422293 84212 84212 71 SHARES BERSKIRE HATHAWAY INC. CLASS A 17685682 F 17685682 CASH SURRENDER VALUE LIFE INSURANCE 2914585 OTHER ASSETS 1340226 LIFE SETTLEMENT CONTRACTS 10307620 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 29713168 BUILDINGS OWNED BY LLC'S 16764942 61040541 LIABILITY TO DONORS 24978695 24978695 PART IV, LINE 2B: THE FOUNDATION FOR JEWISH PHILANTHROPIES MANAGES ENDOWMENT AND QUASI-ENDOWMENT FUNDS FOR VARIOUS OTHER SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES, AND SYNAGOGUES. THE FOUNDATION PROVIDES INVESTMENT AND OTHER FUND MANAGEMENT SERVICES TO THESE ORGANIZATIONS UNDER AGREEMENTS, WHICH SPECIFY CHARGES AND FEES, WHERE APPLICABLE. SINCE THESE FUNDS REMAIN UNDER THE CONTROL OF THE AGENCIES, THEY ARE SHOWN AS FUNDS HELD ON BEHALF OF OTHER ORGANIZATIONS. PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ASSETS AGAINST INFLATION. AN ADDITIONAL OBJECTIVE IS TO MAXIMIZE TOTAL RETURN, IN THE FORM OF INCOME, CAPITAL APPRECIATION OR BOTH, CONSISTENT WITH THE LEVEL OF RISK TAKEN. EARNINGS AND LOSSES ON THE INVESTMENT FUNDS ARE RECORDED IN THE NET ASSETS WITH DONOR RESTRICTIONS CATEGORY IN COMPLIANCE WITH THE RESTRICTIONS OVER EARNINGS AS SPECIFIED BY THE DONOR. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS 151500 0 0 0 0 0 0 151500 0 151500 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL SUPPORT 151500 CHECK 0 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PART I, LINE 2 REASONABLE MEASURES ARE TAKEN TO ENSURE THAT GRANTS ARE BEING USED FOR THEIR INTENDED PURPOSE. TO ENSURE THE APPROPRIATE USE OF GRANT FUND, THE ORGANIZATION HAS SPECIFIC PROCEDURES FOR MAKING GRANTS. WITH EACH GRANT MADE, THE CONDITIONS OF SUCH ARE SPECIFIED IN A GRANT LETTER. 0 ACLU FOUNDATION OF TEXAS PO BOX 8306 HOUSTON TX 77288 760343171 501(C)(3) 50000 0 GENERAL PURPOSES ADVOCACY CENTER OF TOMPKINS COUNTY PO BOX 164 ITHACA NY 14851 222237195 501(C)(3) 10000 0 GENERAL PURPOSES AJC WEST COAST FLORIDA 1605 MAIN STREETSUITE 612 SARASOTA FL 34236 135563393 501(C)(3) 20000 0 GENERAL PURPOSES ALBRIGHT-KNOX ART GALLERY PO BOX 8000DEPARTMENT 028 BUFFALO NY 14267 166001555 501(C)(3) 5920 0 GENERAL PURPOSES AMERICAN JEWISH COMMITTEE THE JACOB BLAUSTEIN COMMITTEE165 EAST 56TH STREET NEW YORK NY 10022 135563393 501(C)(3) 53000 0 GENERAL PURPOSES AMERICAN RED CROSS PO BOX 37840 BOONE IA 50037 530196605 501(C)(3) 5150 0 GENERAL PURPOSES AMERICAN SKIN ASSOCIATION 240 SPINEAPPLE AVE SUITE 703 SARASOTA FL 34236 133401320 501(C)(3) 25000 0 GENERAL PURPOSES ASPEN VALLEY HOSPITAL FOUNDATION 0401 CASTLE CREEK ROAD ASPEN CO 81611 460865487 501(C)(3) 20000 0 GENERAL PURPOSES BAIS LUBAVITCH PO BOX 153 GETZVILLE NY 14068 161047850 501(C)(3) 12000 0 GENERAL PURPOSES BANK OF AMERICA CHARITABLE GIFT FUND 100 FEDERAL STREETMA1-225-04-02 BOSTON MA 02110 046010342 501(C)(3) 12000 0 GENERAL PURPOSES BESTSELF BEHAVIORAL HEALTH 255 DELAWARE AVENUESUITE 300 BUFFALO NY 14202 161416158 501(C)(3) 25300 0 GENERAL PURPOSES BETH JACOB CHARITY FUND 1855 LAVISTA RD NE ATLANTA GA 30329 580833315 501(C)(3) 6000 0 GENERAL PURPOSES BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501(C)(3) 19000000 0 GENERAL PURPOSES BUFFALO BOTANICAL GARDENS 2655 SOUTH PARK AVENUE BUFFALO NY 14218 222514024 501(C)(3) 6500 0 GENERAL PURPOSES BUFFALO CITY MISSION PO BOX 496 BUFFALO NY 14205 160743965 501(C)(3) 10950 0 GENERAL PURPOSES BUFFALO HISTORY MUSEUM ONE MUSEUM COURT BUFFALO NY 14216 166000166 501(C)(3) 12100 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 501(C)(3) 636466 0 GENERAL PURPOSES BUFFALO MUSEUM OF SCIENCE 1020 HUMBOLDT PARKWAY BUFFALO NY 14211 166000178 501(C)(3) 17082 0 GENERAL PURPOSES BUFFALO OLMSTED PARKS CONSERVANCY 84 PARKSIDE AVENUE BUFFALO NY 14214 222720927 501(C)(3) 85950 0 GENERAL PURPOSES BUFFALO PHILHARMONIC ORCHESTRA 786 DELAWARE AVENUE 2 BUFFALO NY 14207 222270540 501(C)(3) 33505 0 GENERAL PURPOSES BUFFALO SEMINARY 205 BIDWELL PARKWAY BUFFALO NY 14222 160367980 501(C)(3) 14400 0 GENERAL PURPOSES BUFFALO THERAPEUTIC RIDING CENTER 950 AMHERST STREET BUFFALO NY 14216 161384642 501(C)(3) 8250 0 GENERAL PURPOSES BURCHFIELD PENNEY ART CENTER 1300 ELMWOOD AVENUE BUFFALO NY 14222 161596245 501(C)(3) 38875 0 GENERAL PURPOSES CENTER FOR JEWISH ENGAGEMENT AND LEARNING 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760886 501(C)(3) 13000 0 GENERAL PURPOSES CENTER FOR JEWISH LIFE 757 HOPKINS RD WILLIAMSVILLE NY 14221 161440147 501(C)(3) 14025 0 GENERAL PURPOSES CENTER FOR THE ARTS AT ITHACA PO BOX 205 ITHACA NY 14850 160902355 501(C)(3) 10000 0 GENERAL PURPOSES CENTRAL FUND OF ISRAEL 461 CENTRAL AVE CEDARHURST NY 11516 132992985 501(C)(3) 10000 0 GENERAL PURPOSES CHABAD HOUSE OF BUFFALO PO BOX 153 GETZVILLE NY 14068 161047850 501(C)(3) 33705 0 GENERAL PURPOSES CHABAD MITZVAH WORKSHOP 166 W 97TH STREET NEW YORK NY 10025 821843003 501(C)(3) 8000 0 GENERAL PURPOSES CHAUTAUQUA FOUNDATION PO BOX 28 CHAUTAUQUA NY 14723 166028421 501(C)(3) 85000 0 GENERAL PURPOSES CINEMAPOLIS - SEVENTH ART CORPORTATION OF ITHACA 120 E GREEN STREET ITHACA NY 14850 161596844 501(C)(3) 10000 0 GENERAL PURPOSES CITRS INC 40 MORRIS AVENUE BRYN MAWR PA 14850 462397316 501(C)(3) 7000 0 GENERAL PURPOSES COMMUNITY FOUNDATION MARTIN-ST LUCIE 851 SE MONTEREY COMMONS BOULEVARD STUART FL 34996 650024030 501(C)(3) 12000 0 GENERAL PURPOSES COMMUNITY FOUNDATION OF TOMPKINS COUNTY 200 E BUFFALO STREET 202 ITHACA NY 14850 161587553 501(C)(3) 410000 0 GENERAL PURPOSES CONGREGATION SHIR SHALOM 4660 SHERIDAN DRIVE WILLIAMSVILLE NY 14221 455482140 501(C)(3) 24626 0 GENERAL PURPOSES CONGREGATION YAGDIL TORAH - EAST BOCA KEHILLA 298 NW 45TH STREET BOCA RATON FL 33431 274230111 501(C)(3) 50180 0 GENERAL PURPOSES CRADLE BEACH CAMP INC 8038 OLD LAKE SHORE ROAD ANGOLA NY 14006 160743025 501(C)(3) 12600 0 GENERAL PURPOSES CREATIVE ARTS GUILD INC 520 W WAUGH ST DALTON GA 30720 586046790 501(C)(3) 25000 0 GENERAL PURPOSES CROSSCUT MOUNTAIN SPORTS CENTER 16621 BRIDGER CANYON ROAD BOZEMAN MT 59715 811818317 501(C)(3) 17500 0 GENERAL PURPOSES DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 22145 042263040 501(C)(3) 1000000 0 GENERAL PURPOSES DAVID GORDON LOUIS DANIEL FOUNDATION PO BOX 7137 MCLEAN VA 22106 201562086 501(C)(3) 8500 0 GENERAL PURPOSES DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 21741 133433452 501(C)(3) 9950 0 GENERAL PURPOSES EAGLES' WINGS PO BOX 450 CLARENCE NY 14031 161462696 501(C)(3) 20000 0 GENERAL PURPOSES ELMWOOD FRANKLIN SCHOOL 104 NEW AMSTERDAM AVENUE BUFFALO NY 14213 160743000 501(C)(3) 15500 0 GENERAL PURPOSES FAMILY AND CHILDREN'S SERVICE OF ITHACA 127 W STATE STREET ITHACA NY 14850 150589039 501(C)(3) 10000 0 GENERAL PURPOSES FAMILY READING PARTNERSHIP 54 GUNDERMAN ROAD ITHACA NY 14850 161594725 501(C)(3) 10000 0 GENERAL PURPOSES FD NOW 1170 GREEN KNOLLS DRIVE BUFFALO GROVE IL 60089 263531031 501(C)(3) 25000 0 GENERAL PURPOSES FINGER LAKES LAND TRUST 202 EAST COURT STREET ITHACA NY 14850 222983688 501(C)(3) 500000 0 GENERAL PURPOSES FINGER LAKES REUSE INC 214 ELMIRA ROAD ITHACA NY 14850 262093547 501(C)(3) 100000 0 GENERAL PURPOSES FJP - JEWISH COMMUNITY CENTER JEWISH COMMUNITY CENTER GETZVILLE NY 14068 160760887 501(C)(3) 17680 0 GENERAL PURPOSES FLORIDA GULF COAST UNIVERSITY - WGCU PUBLIC MEDIA 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 33965 650403969 501(C)(3) 25200 0 GENERAL PURPOSES FOOD BANK OF THE SOUTHERN TIER 388 UPPER OAKWOOD AVENUE ELMIRA NY 14903 208808059 501(C)(3) 50000 0 GENERAL PURPOSES FOOD BANK OF WNY FEEDMORE WNY 100 JAMES E CASEY DRIVE BUFFALO NY 14206 222470820 501(C)(3) 12600 0 GENERAL PURPOSES FRANZISKA RACKER CENTER 3226 WILKINS RD ITHACA NY 14850 150581887 501(C)(3) 10000 0 GENERAL PURPOSES FRIENDS OF THE NIGHT PEOPLE DEPT 758 PO BOX 8000 BUFFALO NY 14267 161086657 501(C)(3) 6850 0 GENERAL PURPOSES GEORGE WASHINGTON UNIVERSITY PO BOX 98131 WASHINGTON DC 20077 530196584 501(C)(3) 17110 0 GENERAL PURPOSES GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BOULEVARD MIAMI FL 33137 590624404 501(C)(3) 7500 0 GENERAL PURPOSES HILLEL OF BUFFALO 520 LEE ENTRANCEUB COMMONS SUITE 101B AMHERST NY 14228 166065281 501(C)(3) 12295 0 GENERAL PURPOSES HISTORY CENTER IN TOMPKINS COUNTY 110 NORTH TIOGA STREET ITHACA NY 14850 156024061 501(C)(3) 10000 0 GENERAL PURPOSES HOLOCAUST RESOURCE CENTER 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 161264021 501(C)(3) 5680 0 GENERAL PURPOSES HOSPICE FOUNDATION OF WNY 225 COMO PARK BOULEVARD CHEEKTOWAGA NY 14227 223137812 501(C)(3) 44550 0 GENERAL PURPOSES JCC OF GREATER ROCHESTER 1200 EDGEWOOD AVENUE ROCHESTER NY 14610 160743060 501(C)(3) 10000 0 GENERAL PURPOSES JEWISH COMMUNITY CENTER OF GREATER BUFFALO 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760887 501(C)(3) 78941 0 GENERAL PURPOSES JEWISH DISCOVERY CENTER 212 EXETER ROAD WILLIAMSVILLE NY 14221 161440147 501(C)(3) 39590 0 GENERAL PURPOSES JEWISH FAMILY SERVICE 70 BARKER STREET BUFFALO NY 14209 160760888 501(C)(3) 27705 0 GENERAL PURPOSES JEWISH FEDERATION OF PALM BEACH COUNTY 1 HAVARD CIRCLE SUITE 100 WEST PALM BEACH FL 33410 590948696 501(C)(3) 14000 0 GENERAL PURPOSES JEWISH HERITAGE DAY SCHOOL 411 JOHN JAMES AUDUBON PARKWAY AMHERST NY 14228 161468106 501(C)(3) 50910 0 GENERAL PURPOSES JEWISH NATIONAL FUND 42 E 69TH STREET NEW YORK NY 10021 832880252 501(C)(3) 8750 0 GENERAL PURPOSES KITCHEN THEATRE COMPANY 417 MLK JR STREET ITHACA NY 14850 161443072 501(C)(3) 10000 0 GENERAL PURPOSES KLEINHANS MUSIC HALL 3 SYMPHONY CIRCLE BUFFALO NY 14201 160743064 501(C)(3) 15100 0 GENERAL PURPOSES KROKA EXPEDITIONS 767 FOREST ROAD MARLOW NH 03456 043341632 501(C)(3) 60000 0 GENERAL PURPOSES LOAVES AND FISHES OF TOMPKINS CENTER 210 N CAYUGA ST ITHACA NY 14850 161271406 501(C)(3) 10000 0 GENERAL PURPOSES LOVE WITHOUT BOUNDARIES PO BOX 1861 LOWELL MA 72745 263851036 501(C)(3) 7000 0 GENERAL PURPOSES LUBAVITCH GIRLS HIGH SCHOOL OF CHICAGO 6350 NORTH WHIPPLE STREET CHICAGO IL 60659 363848131 501(C)(3) 8000 0 GENERAL PURPOSES MACHIK 1203 K STREET NW WASHINGTON DC 20005 030377568 501(C)(3) 10000 0 GENERAL PURPOSES MOTE MARINE LABORATORY 1600 KEN THOMPSON PKWY SARASOTA FL 34236 590756643 501(C)(3) 1128163 0 GENERAL PURPOSES NATHAN BENDERSON COMMUNITY PARK FOUNDATION 7978 COOPER CREEK BOULEVARD SUITE 100 UNIVERSITY PARK FL 34201 471806664 501(C)(3) 159331 0 GENERAL PURPOSES NEW ROOTS CHARTER SCHOOL 116 N CAYUGA STREET ITHACA NY 14850 264183302 501(C)(3) 200000 0 GENERAL PURPOSES NICHOLS SCHOOL 1250 AMHERST STREET BUFFALO NY 14216 160755808 501(C)(3) 7100 0 GENERAL PURPOSES PALEONTOLOGICAL RESEARCH INSTITUTION 1259 TRUMANSBURG ROADROUTE 96 ITHACA NY 14850 150554849 501(C)(3) 20000 0 GENERAL PURPOSES PARK SCHOOL OF BUFFALO 4625 HARLEM ROAD BUFFALO NY 14226 160755814 501(C)(3) 5100 0 GENERAL PURPOSES PLANNED PARENTHOOD OF GREATER NEW YORK 26 BLEECKER STREET NEW YORK NY 14605 132621497 501(C)(3) 20850 0 GENERAL PURPOSES PLANNED PARENTHOOD OF GREATER TEXAS 7424 GREENVILLE AVE SUITE 206 DALLAS TX 75231 521243220 501(C)(3) 50000 0 GENERAL PURPOSES PLANNED PARENTHOOD OF SOUTH TEXAS 2140 BABCOCK ROAD SAN ANTONIO TX 78229 131644147 501(C)(3) 50000 0 GENERAL PURPOSES ROMULUS FOUNDATION FOR EDUCATIONAL OPPORTUNITIES 5705 MAIN STREET ROMULUS NY 14541 223688238 501(C)(3) 10000 0 GENERAL PURPOSES ROSWELL PARK ALLIANCE FOUNDATION ELM AND CARLTON STREETS BUFFALO NY 14263 161391608 501(C)(3) 18300 0 GENERAL PURPOSES SALVATION ARMY GENEVA PO BOX 532 GENEVA NY 14202 222406433 501(C)(3) 18650 0 GENERAL PURPOSES SAY YES BUFFALO 1166 JEFFERSON AVENUE SUITE A BUFFALO NY 14208 223139858 501(C)(3) 5650 0 GENERAL PURPOSES SCIENCENTER 601 FIRST STREET ITHACA NY 14850 222470652 501(C)(3) 100000 0 GENERAL PURPOSES ST GREGORY THE GREAT RC CHURCH 200 ST GREGORY COURT WILLIAMSVILLE NY 14221 161517131 501(C)(3) 5200 0 GENERAL PURPOSES STATE THEATRE ITHACA 111 W STATE STREET ITHACA NY 14850 300520118 501(C)(3) 10000 0 GENERAL PURPOSES SUNCOAST AQUATIC NATURE CENTER ASSOCIATES 5851 NATHAN BENDERSON CIRCLE SARASOTA FL 34235 452641647 501(C)(3) 413722 0 GENERAL PURPOSES TEMPLE BETH TZEDEK 1641 N FOREST ROAD WILLIAMSVILLE NY 14221 262794681 501(C)(3) 31866 0 GENERAL PURPOSES TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 14226 160755891 501(C)(3) 35826 0 GENERAL PURPOSES TEMPLE EMANU-EL 2550 PALI HIGHWAY HONOLULU HI 96817 591145961 501(C)(3) 23000 0 GENERAL PURPOSES THE SCHOERKE FOUNDATION PO BOX 214 WESTTOWN PA 19395 205613248 501(C)(3) 10000 0 GENERAL PURPOSES THE SHUL 9540 COLLINS AVENUE SURFSIDE FL 33154 592302315 501(C)(3) 6000 0 GENERAL PURPOSES THE TABERNACLE 3210 SOUTHWESTERN BLVD ORCHARD PARK NY 14127 166033757 501(C)(3) 11000 0 GENERAL PURPOSES TOMPKINS COUNTY PUBLIC LIBRARY FOUNDATION 101 EAST GREEN STREET ITHACA NY 14850 161422052 501(C)(3) 10000 0 GENERAL PURPOSES TROCAIRE COLLEGE 360 CHOATE AVENUE BUFFALO NY 14220 160909446 501(C)(3) 9000 0 GENERAL PURPOSES UNITARIAN UNIVERSALIST CHURCH 6320 MAIN STREET BUFFALO NY 14221 166411704 501(C)(3) 25000 0 GENERAL PURPOSES UNITED WAY OF BUFFALO 742 DELAWARE AVENUE BUFFALO NY 14202 160743969 501(C)(3) 16043 0 GENERAL PURPOSES UNIVERSITY AT BUFFALO 12 CAPEN HALL BUFFALO NY 14260 161372561 501(C)(3) 12000 0 GENERAL PURPOSES UNIVERSITY AT BUFFALO FOUNDATION PO BOX 900 BUFFALO NY 14260 160865182 501(C)(3) 54900 0 GENERAL PURPOSES UNIVERSITY OF PITTSBURGH PO BOX 643092 PITTSBURGH PA 152643092 250965591 501(C)(3) 22450 0 GENERAL PURPOSES V FOUNDATION 14600 WESTON PARKWAY CARY NC 27513 133705951 501(C)(3) 31500 0 GENERAL PURPOSES VILLAGE AT ITHACA 401 W SENECA STREET ITHACA NY 14850 161554144 501(C)(3) 10000 0 GENERAL PURPOSES WESTMINSTER PRESBYTERIAN CHURCH 724 DELAWARE AVENUE BUFFALO NY 14202 160743224 501(C)(3) 161250 0 GENERAL PURPOSES WNED HORIZONS PLAZAPO BOX 1263 BUFFALO NY 14202 160834459 501(C)(3) 8000 0 GENERAL PURPOSES YALDEI SHLUCHEI HAREBBE 479A EMPIRE BOULEVARD BROOKLYN NY 11225 264480126 501(C)(3) 5100 0 GENERAL PURPOSES YOUNG ARTS ARIZONA LTD 2009 NORTH 7TH STREET PHOENIX AZ 85006 860933814 501(C)(3) 5300 0 GENERAL PURPOSES YOUNG ISRAEL OF GREATER BUFFALO 105 MAPLE ROAD WILLIAMSVILLE NY 14221 237393735 501(C)(3) 6269 0 GENERAL PURPOSES TZIVOS HASHEM CANADA INC 3727 CHESSWOOD DRIVE TORONTO ONTARIO CA 150000 0 GENERAL PURPOSES FINANCIAL ASSISTANCE FOR ACADEMIC SCHOLARSHIP AWARDS AND ISRAEL SCHOLARSHIPS 30 78850 PART I, LINE 2 REASONABLE MEASURES ARE TAKEN TO ENSURE THAT GRANTS ARE BEING USED FOR THEIR INTENDED PURPOSE. TO ENSURE THE APPROPRIATE USE OF GRANT FUND, THE ORGANIZATION HAS SPECIFIC PROCEDURES FOR MAKING GRANTS. WITH EACH GRANT MADE, THE CONDITIONS OF SUCH ARE SPECIFIED IN A GRANT LETTER. 1 X X X X 0 1 0 0 0 0 0 0 0 IRVING LEVY EXECUTIVE DIRECTOR 190547 0 0 0 0 0 0 0 10576 0 201123 0 0 0 X 71 1951603 MEDIANPRICE GIFTDATE 0 1 1 PART I, LINE 32B: BROKERS ARE USED TO SELL NON CASH DONATIONS OF SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE TOP FINANCIAL OFFICIAL AND THEN BY THE BOARD PRESIDENT. PRIOR TO FILING, COPIES OF FORM 990 ARE PROVIDED TO ALL BOARD MEMBERS FOR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS FURNISHED TO EACH TRUSTEE, OFFICER, COMMITTEE MEMBER, AND EMPLOYEE. ALL PARTIES ARE EDUCATED ABOUT THE IMPORTANCE OF COMPLIANCE WITH THE CONFLUCT OF INTEREST POLUCY AND ARE SUBJECT TO DISCIPLINARY ACTION IF THEY FAIL TO ADHERE TO IT. EACH PERSON SIGNS AN ANNUAL COMPLIANCE AGREEMENT ACKNOWLEDGING RECEIPT OF THIS POLICY AND AGREEING TO ABIDE BY IT. AN INTERESTED PERSON MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND ANY MATERIAL FACT WHICH MAY RELATE TO ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE CEO, THE BOARD OR ANY APPROPRIATE COMMITTEE AT THE BEGINNING OF THE BOARD'S OR SUCH COMMITTEE'S CONSIDERATION OR REVIEW OF ANY PROPOSED OR EXISTING TRANSACTION OR AS SOON AS HE/SHE FIRST BECOMES AWARE OF IT. AFTER THE CEO OR AN INTERESTED PERSON DISCLOSES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR ANY MATERIAL FACT, WHICH MAY RELATE THERETO THE BOARD OR ANY APPROPRIATE COMMITTEE, SAID BOARD OR COMMITTEE WILL DISCUSS SAID DISCLOSURE WITH THE INTERESTED PERSON. THEN THE INTERESTED PERSON WILL LEAVE THE BOARD OR COMMITTEE MEETING. THE BOARD OR COMMITTEE WILL DISCUSS THE DISCLOSURE AND VOTE. THE BOARD OR COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF ALL OF ITS REMAINING MEMBERS IF A CONFLICT OF INTEREST EXISTS; PROVIDED, HOWEVER, THAT IF A TRANSACTION WOULD CONSTITUTE A RELATED PARTY TRANSACTION UNDER THE NEW YORK NOT-FOR- PROFIT CORPORATION LAW, A CONFLICT OF INTEREST WILL BE DEEMED TO EXIST. IF THE BOARD OR A COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST DOES IN FACT EXIST, THEN THE FOUNDATION WILL TAKE THE FOLLOWING STEPS: 1. THE BOARD OR COMMITTEE WILL INVESTIGATE ALTERNATIVES TO THE PROPOSED OR EXISTING TRANSACTION. 2. AFTER EXERCISING DUE DILIGENCE AND AFTER ASSURING ITSELF THAT IT IS ACTING IN COMPLIANCE WITH FOUNDATION POLICIES, THE BOARD OR COMMITTEE WILL OBTAIN AND RELAY UPON APPROPRIATE DATA AS TO COMPARABILITY WITH AN APPROPRIATE MARKET. 3. AFTER EXERCISING DUE DILIGENCE AND ENSURING COMPLIANCE WITH FOUNDATION POLICIES, THE BOARD OR COMMITTEE WILL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH REASONABLE EFFORTS FROM ANY PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4. THE BOARD OR COMMITTEE WILL DETERMINE: (A) WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE FOUNDATION AND IN THE FOUNDATION'S BEST INTEREST AND (B) WHETHER TO ENTER INTO OR CONTINUE SAID TRANSACTION. THE BOARD OR COMMITTEE MINUTES WILL CONTAIN: (1) THE NAMES OF THE PERSONS WHO DISCLOSE OR OTHERWISE ARE IDENTIFIED AS HAVING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST (2) IN SUMMARY FORM, THE NATURE OF THE INTEREST AND ACTIONS TAKEN (IF ANY) BY THE BOARD OR COMMITTEE TO DETERMINE WHETHER A CONFLICT ACTUALLY EXISTED (3) THE OUTCOME OF THE BOARD'S OR COMMITTEE'S VOTE AS TO WHETHER A CONFLICT OF INTEREST ACTUALLY EXISTED (4) IN SUMMARY FORM, THE STEPS AND ACTIONS TAKEN (IF ANY) BY THE BOARD OR COMMITTEE TO ADDRESS THE CONFLICT AND INVESTIGATE ALTERNATIVES TO IT (5) THE NAMES OF THE MEMBERS OF THE BOARD OR COMMITTEE PRESENT DURING THE DEBATE AND THOSE WHO VOTED ON IT AND THEIR VOTES AND (6) THE AFFIRMATIVE STATEMENT OF THE BOARD OR COMMITTEE CHAIR THAT ALL REQUIRED STEPS AND ACTIONS WERE TAKEN IN COMPLIANCE WITH FOUNDATION POLICIES. SUCH MINUTES WILL BE PRESERVED IN BOTH THE FILE OF THE TRANSACTION AND A SEPARATELY MAINTAINED "CONFLICT OF INTEREST" FILE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION FOR ALL EMPLOYEES INCLUDING ITS CEO AND TOP MANAGEMENT OFFICIAL INCLUDES THE PREPARATION OF THE "SALARY AND BENEFITS SCHEDULE BY EMPLOYEE" BY THE TOP FINANCIAL OFFICIAL AND REVIEW WITH THE CEO. AS PART OF THE BOARD'S REVIEW OF THE TOTAL BUDGET, A SALARY AND BENEFITS DISCUSSION IS HELD TO DISCUSS ANY CHANGES IN EACH EMPLOYEE'S POSITION AND OVERALL SALARY AND COST OF BENEFITS PROVIDED, TO THE EXTENT IT DIFFERS FROM THE STANDARD COST OF LIVING INCREASE. A LIST OF ALL EMPLOYEES AND THEIR DUTIES IS PRESENTED DURING THE BUDGET MEETING. ANNUAL SALARY AND BENEFITS EXPENSE IS ANALYZED IN COMPARISON TO PRIOR YEAR. AFTER A DISCUSSION, THERE IS A MOTION AND APPROVAL OF THE BUDGET FOR THE UPCOMING YEAR AS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,270,847. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 21,756. PRESENT VALUE ADJUSTMENT ON PLEDGES -4,775. FORM 990, PART XII, LINE 2C, CHANGE OF OVERSIGHT PROCESS PROCESS HAS REMAINED UNCHANGED YEAR OVER YEAR 570 ASSOCIATES X LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 205883 3187813 FOUNDATION FOR JEWISH PHILANTHROPIES GRAPE DAY LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 29320 0 FOUNDATION FOR JEWISH PHILANTHROPIES 93 ILRPT LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 880740 13577130 FOUNDATION FOR JEWISH PHILANTHROPIES