JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2020

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Organization
JEWISH COMMUNITY FOUNDATION OF (EIN 16-1599356)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-15
IRS object ID
202113199349313531
Schema version
2020v4.1
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)
Return2021-11-15T13:25:31-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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)
PersonLYNN H SMITHPersonNm
Person TitleVICE CHAIRPersonTitleTxt
Phone3154452040PhoneNum
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLYNNPersonFirstNm
Person LastSMITHPersonLastNm
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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
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$7,881,592GrossReceiptsAmt
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 Independent20VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers21TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,533,225PYContributionsGrantsAmt
CY Contributions Grants$2,473,114CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$332,425PYInvestmentIncomeAmt
CY Investment Income$485,352CYInvestmentIncomeAmt
PY Other Revenue$17,745PYOtherRevenueAmt
CY Other Revenue$22,474CYOtherRevenueAmt
PY Total Revenue$1,883,395PYTotalRevenueAmt
CY Total Revenue$2,980,940CYTotalRevenueAmt
PY Grants And Similar Paid$1,665,048PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,961,992CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$67,953PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$66,518CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$45,870PYOtherExpensesAmt
CY Other Expenses$68,457CYOtherExpensesAmt
PY Total Expenses$1,778,871PYTotalExpensesAmt
CY Total Expenses$2,096,967CYTotalExpensesAmt
PY Revenues Less Expenses$104,524PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$883,973CYRevenuesLessExpensesAmt
Total Assets BOY$18,863,638TotalAssetsBOYAmt
Total Assets EOY$23,735,956TotalAssetsEOYAmt
Total Liabilities BOY$5,324,950TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,624,939TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,538,688NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,111,017NetAssetsOrFundBalancesEOYAmt
MissionTO ENSURE THE CONTINUITY AND VITALITY OF THE JEWISH COMMUNITYMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,034,697ExpenseAmt
Grant$1,961,992GrantAmt
DescGRANTS AND ALLOCATIONS AND RELATED EXPENSES TO PROVIDE INFORMATION ABOUT THE JEWISH COMMUNITY PHILANTHROPYDesc
Total Program Service Expenses$2,034,697TotalProgramServiceExpensesAmt
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 Document4IRPDocumentCnt
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 Member20IndependentVotingMemberCnt
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 (23 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)$1,000$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
JEF 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
TRUSTEE1.00Yes (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
STEVE MIRON
FINANCIAL VP1.00Yes (X)Yes (X)$0$0$0
MICHAEL J BALANOFF
EXECUTIVE DIRECTOR16.00Yes (X)$52,328$0$10,000
FieldValueIRS element (for citing)
Total Reportable Comp From Org$53,328TotalReportableCompFromOrgAmt
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$2,473,114AllOtherContributionsAmt
Noncash Contributions$1,577,540NoncashContributionsAmt
Total Contributions$2,473,114TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$217,410TotalRevenueColumnAmt
Exclusion$217,410ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,168,594SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,900,652SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$267,942SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$267,942TotalRevenueColumnAmt
Exclusion$267,942ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMIN MGMT FEESDesc
Business900099BusinessCd
Total Revenue Column$22,474TotalRevenueColumnAmt
Exclusion$22,474ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$22,474OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,980,940TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$507,826ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,961,992TotalAmt
Program Services$1,961,992ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$62,328TotalAmt
Program Services$40,513ProgramServicesAmt
Management And General$21,815ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,190TotalAmt
Program Services$2,724ProgramServicesAmt
Management And General$1,466ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,975TotalAmt
Management And General$14,975ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,364TotalAmt
Program Services$7,364ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,994TotalAmt
Management And General$2,994ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,138TotalAmt
Program Services$6,138ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$378TotalAmt
Program Services$227ProgramServicesAmt
Management And General$151ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,195TotalAmt
Management And General$1,195ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
SUPPLIES$18,421$18,421
BOOKKEEPING$11,167$11,167
PRINTING$3,052$3,052
POSTAGE$1,105$221$884

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,668TotalAmt
Program Services$636ProgramServicesAmt
Management And General$1,032ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,096,967TotalAmt
Program Services$2,034,697ProgramServicesAmt
Management And General$62,270ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$73,111BOYAmt
EOY$177,798EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,784,820BOYAmt
EOY$2,954,125EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$4,869BOYAmt
EOY$6,028EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,500BOYAmt
EOY$8,840EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,703LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,551LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$4,152EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,442,805BOYAmt
EOY$6,560,209EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,543,533BOYAmt
EOY$14,024,804EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,863,638BOYAmt
EOY$23,735,956EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,623BOYAmt
EOY$4,323EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,317,327BOYAmt
EOY$6,620,616EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,324,950BOYAmt
EOY$6,624,939EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,899,753BOYAmt
EOY$2,369,300EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,638,935BOYAmt
EOY$14,741,717EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,538,688BOYAmt
EOY$17,111,017EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,863,638BOYAmt
EOY$23,735,956EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$883,973ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,503,955NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$184,401OtherChangesInNetAssetsAmt
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$3,590,289CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,762,850CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,245,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,533,225CurrentTaxYearMinus1YearAmt
Current Tax Year$2,473,114CurrentTaxYearAmt
Total$11,605,010TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,590,289CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,762,850CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,245,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,533,225CurrentTaxYearMinus1YearAmt
Current Tax Year$2,473,114CurrentTaxYearAmt
Total$11,605,010TotalAmt

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$11,605,010PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$186,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$179,380CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$254,701CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$263,210CurrentTaxYearMinus1YearAmt
Current Tax Year$217,410CurrentTaxYearAmt
Total$1,101,681TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$186,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$179,380CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$254,701CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$263,210CurrentTaxYearMinus1YearAmt
Current Tax Year$217,410CurrentTaxYearAmt
Total$1,101,681TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,188CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,329CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,710CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,745CurrentTaxYearMinus1YearAmt
Current Tax Year$22,474CurrentTaxYearAmt
Total$97,446TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,788,457CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,968,559CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,519,943CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,814,180CurrentTaxYearMinus1YearAmt
Current Tax Year$2,712,998CurrentTaxYearAmt
Total$12,804,137TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.90630PublicSupportCY509Pct
Public Support PY5090.90450PublicSupportPY509Pct
Investment Income CY0.08600InvestmentIncomeCYPct
Investment Income PY0.08750InvestmentIncomePYPct
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 Held126DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$2,316,075DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,531,570DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$6,578,236DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,974,819BeginningYearBalanceAmt
Contributions$1,225,144ContributionsAmt
Investment Earnings Or Losses$421,396InvestmentEarningsOrLossesAmt
Grants Or Scholarships$244,693GrantsOrScholarshipsAmt
End Year Balance$4,376,666EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.02020PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.97980TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,703OtherCostOrOtherBasisAmt
Depreciation$1,551DepreciationAmt
Book Value$4,152BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,152TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHARITABLE GIFT ANNUITIES$75,751F
CSV LIFE INSURANCE$172,921F
CHARITABLE REMAINDER ANNUITY TRUST$958,371F
INVESTMENT CO OF AMERICA$1,419,009F
VANGUARD TOTAL INTL STOCK INDEX ADM$3,504,845F
VANGUARD TOTAL STOCK MARKET INDEX FUND$5,376,641F
WASHINGTON MUTUAL INVESTORS FUND$1,322,006F
VANGUARD TOTAL BOND MARKET INDEX$1,195,260F
FieldValueIRS element (for citing)
Total Book Value Securities$14,024,804TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO AGENCY ENDOWMENTS$6,441,383
DUE TO UJC - GIFT ANNUITIES$8,610
CRAT PAYABLE$170,623
FieldValueIRS element (for citing)
Total Liability$6,620,616TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,669,296TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,503,955NetUnrealizedGainsInvstAmt
Other Revenue$184,401OtherRevenueAmt
Revenue Not Reported$2,688,356RevenueNotReportedAmt
Revenue Subtotal$2,980,940RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,980,940TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,096,967TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,096,967ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,096,967TotalExpensesPerForm990Amt

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 2,421. INCREASE IN CHARITABLE GIFT ANNUITY 12,519. INCREASE IN CHARITABLE REMAINDER ANNUITY TRUST 169,461.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (40 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
SYRACUSE HEBREW DAY SCHOOL
5655 THOMPSON ROADDEWITTNY13214156012139$76,945GENERAL SUPPORT
TEMPLE SOCIETY OF CONCORD
910 MADISON STREETSYRACUSENY13210150545840$35,695GENERAL SUPPORT
UPSTATE MEDICAL UNIVERSITY FOUNDATION
PO BOX 2129SYRACUSENY13220161068101$6,100GENERAL SUPPORT
WILLIAM AND MARY COLLEGE
PO BOX 1693WILLIAMSBURGVA23187540734117$35,715GENERAL SUPPORT
UNITED WAY OF CNY
518 JAMES ST 200SYRACUSENY13203150532073$17,200GENERAL SUPPORT
SYRACUSE COMMUNITY HEBREW SCHOOL
450 KIMBER ROADDEWITTNY13214473976037$30,100GENERAL SUPPORT
UNIVERSITY OF ROCHESTER
500 JOSEPH C WILSON BLVDROCHESTERNY14627160743209$20,200GENERAL SUPPORT
MAKE-A-WISH FOUNDATION
5005 CAMPUSWOOD DREAST SYRACUSENY13057222572086$14,850GENERAL SUPPORT
PINE CREST SCHOOL
1501 NE 62ND STFORT LAUDERDALEFL33334590861374$20,000GENERAL SUPPORT
MENORAH PARK
4101 E GENESEE STSYRACUSENY13214202161590$98,700GENERAL SUPPORT
JEWISH COMMUNITY CENTER
5655 THOMPSON ROADDEWITTNY13214150539101$120,477GENERAL SUPPORT
JEWISH FEDERATION OF CENTRAL NEW YORK INC
5655 THOMPSON ROADDEWITTNY13214150543614$598,337GENERAL SUPPORT
TEMPLE ADATH YESHURAN
450 KIMBER ROADSYRACUSENY13224150617396$53,473GENERAL SUPPORT
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36TH STNEW YORKNY10018131790719$6,356GENERAL SUPPORT
BELIEVE IN A CURE INC
151 HERRICKS ROAD SUITE 204NEW HYDE PARKNY11040843876764$15,000GENERAL SUPPORT
CHABAD LUBAVITCH OF CNY
113 BERKELEY DRSYRACUSENY13210133202093$14,100GENERAL SUPPORT
FLACE-INCLUSION IN MOTION
72 S MAIN STCANANDAIGUANY14424161467675$10,000GENERAL SUPPORT
MOST
500 SOUTH FRANKLIN STSYRACUSENY13202223158446$16,100GENERAL SUPPORT
SYRACUSE JEWISH FAMILY SERVICE
4101 E GENESEE STSYRACUSENY13214150539102$10,599GENERAL SUPPORT
SYRACUSE UNIVERSITY SCHOOL OF EDUCATION
640 SKYTOP ROAD 2ND FLOORSYRACUSENY13244150532081$7,000GENERAL SUPPORT
EPSTEIN SCHOOL OF JEWISH STUDIES
18 PATSY LANEJAMESVILLENY13078161048413$29,065GENERAL SUPPORT
ST JOSEPH'S HOSPITAL FOUNDATION
973 JAMES STREETSYRACUSENY13203150532254$20,000GENERAL SUPPORT
ACCESS CNY
1603 COURT STREETSYRACUSENY13208150532247$10,000GENERAL SUPPORT
AMERICAN FRIENDS OF SHALVA ISRAEL INC
315 FIFTH AVENUE 6TH FLNEW YORKNY10016562676533$10,000GENERAL SUPPORT
AMERICAN HEART ASSOCIATION - IA
PO BOX 4002012DES MOINESIA50340135613797$9,500GENERAL SUPPORT
BINGHAMTON UNIVERSITY FOUNDATION
PO BOX 6005BINGHAMTONNY13902166053710$7,500GENERAL SUPPORT
CONGREGATION BETH SHOLOM CHEVRAS SHAH
PO BOX 271SYRACUSENY13214166047859$74,673GENERAL SUPPORT
CROUSE HEALTH FOUNDATION
736 IRVING AVESYRACUSENY13210161035427$21,300GENERAL SUPPORT
FOOD BANK OF CENTRAL NEW YORK
7066 INTERSTATE ISLAND ROADSYRACUSENY13209222816988$14,295GENERAL SUPPORT
FRUMAH PACKARD CEMETERY
306 PALMER DRIVEFAYETTEVILLENY13066833763695$10,347GENERL SUPPORT
HILLEL AT SYRACUSE UNIVERSITY
102 WALNUT PLACESYRACUSENY13210166065279$19,598GENERAL SUPPORT
JEWISH COMMUNITY FOUNDATION OF CNY
5655 THOMPSON ROADSYRACUSENY13214161599356$30,800GENERAL SUPPORT
RADCLIFFE INSTITUTE FOR ADVANCED STUDY
10 GARDEN STREETCAMBRIDGEMA02138042103580$7,000GENERAL SUPPORT
SAY YES TO EDUCATION
1 STATE STREET FL 20HARTFORDCT06103223139858$150,000GENERAL SUPPORT
SYRACUSE STAGE
820 E GENESEE STREETSYRACUSENY13210150623468$10,900GENERAL SUPPORT
SYRACUSE UNIVERSITY
810 NOTTINGHAM ROADSYRACUSENY13224150532081$21,000GENERAL SUPPORT
UNIVERSITY OF VERMONT FOUNDATION
411 MAIN STREETBURLINGTONVT05401451556038$100,000GENERAL SUPPORT
VERA HOUSE FOUNDATION
723 JAMES STREETSYRACUSENY13203510201530$8,050GENERAL SUPPORT
YALE UNIVERSITY ALUMNI FUND
PO BOX 803NEW HAVENCT06503066078326$7,200GENERAL SUPPORT
LUSTGARTEN FOUNDATION
415 CROSSWAYS PARK DRIVE SUITE DWOODBURYNY11797311611837$10,100GENERAL 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$1,577,540NoncashContributionsRptF990Amt
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 12,519. INCREASE IN CSV OF LIFE INSURANCE 2,421. INCREASE IN CHARITABLE REMAINDER ANNUITY TRUST 169,461.
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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