2021-11-15T13:25:31-06:00 2021-06-30 460475780 GROSSMAN ST AMOUR CPAS PLLC 110 WEST FAYETTE STREET SUITE 900 SYRACUSE NY 13202 990 2020-07-01 161599356 JEWISH COMMUNITY FOUNDATION OF CENTRAL NEW YORK INC JEWI 3154452040 5655 THOMPSON ROAD DEWITT NY 13214 LYNN H SMITH VICE CHAIR 3154452040 2021-11-11 1 LYNN SMITH 999009999 CHRISTINA R ONDRAKO CPA P01230318 3154241120 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z NEIL BRONSTEIN 5655 THOMPSON ROAD DEWITT NY 13214 7881592 0 X WWW.JEWISHFOUNDATIONCNY.ORG X 2001 NY INSURE THE CONTINUITY OF JEWISH LIFE IN CENTRAL NEW YORK INTO THE FUTURE. 21 20 1 21 0 0 1533225 2473114 0 0 332425 485352 17745 22474 1883395 2980940 1665048 1961992 0 0 67953 66518 0 0 0 45870 68457 1778871 2096967 104524 883973 18863638 23735956 5324950 6624939 13538688 17111017 TO ENSURE THE CONTINUITY AND VITALITY OF THE JEWISH COMMUNITY 0 0 2034697 1961992 GRANTS AND ALLOCATIONS AND RELATED EXPENSES TO PROVIDE INFORMATION ABOUT THE JEWISH COMMUNITY PHILANTHROPY 2034697 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 NY X MICHAEL J BALANOFF 3154452040 5655 THOMPSON ROAD DEWITT NY 13214 NEIL BRONSTEIN CHAIRMAN 7.00 X X 0 0 0 SHELDON B KRUTH TRUSTEE 1.00 X 0 0 0 MARK FIELD SECRETARY 1.00 X X 0 0 0 VICKI FELDMAN TRUSTEE 1.00 X 1000 0 0 DAVID HOROWITCH TRUSTEE 1.00 X 0 0 0 I STEPHEN DAVIS TRUSTEE 1.00 X 0 0 0 ALLEN GALSON TRUSTEE 1.00 X 0 0 0 LOIS ROSS TRUSTEE 1.00 X 0 0 0 NEIL GOLDBERG TRUSTEE 1.00 X 0 0 0 NEIL ROSENBAUM TRUSTEE 1.00 X 0 0 0 HOWARD PORT TREASURER 3.00 X X 0 0 0 PHILLIP D RUBENSTEIN TRUSTEE 1.00 X 0 0 0 JEF SNEIDER TRUSTEE 1.00 X 0 0 0 SARAH PINSKY TRUSTEE 1.00 X 0 0 0 WARREN D WOLFSON TRUSTEE 1.00 X 0 0 0 JEFFREY SCHEER TRUSTEE 1.00 X 0 0 0 LYNN H SMITH VICE CHAIR 1.00 X X 0 0 0 NEIL HOYT TRUSTEE 1.00 X 0 0 0 CHERYL SCHOTZ TRUSTEE 1.00 X 0 0 0 SANDRA GINGOLD TRUSTEE 1.00 X 0 0 0 VICTOR HERSHDORFER TRUSTEE 1.00 X 0 0 0 STEVE MIRON FINANCIAL VP 1.00 X X 0 0 0 MICHAEL J BALANOFF EXECUTIVE DIRECTOR 16.00 X 52328 0 10000 53328 0 10000 0 0 0 0 0 2473114 1577540 2473114 217410 217410 5168594 4900652 267942 267942 267942 ADMIN MGMT FEES 900099 22474 22474 22474 2980940 0 0 507826 1961992 1961992 62328 40513 21815 4190 2724 1466 14975 14975 7364 7364 2994 2994 6138 6138 378 227 151 1195 1195 SUPPLIES 18421 18421 BOOKKEEPING 11167 11167 PRINTING 3052 3052 POSTAGE 1105 884 221 1668 636 1032 2096967 2034697 62270 0 73111 177798 1784820 2954125 4869 6028 14500 8840 5703 1551 0 4152 8442805 6560209 8543533 14024804 18863638 23735956 7623 4323 5317327 6620616 5324950 6624939 X 1899753 2369300 11638935 14741717 13538688 17111017 18863638 23735956 X 883973 2503955 184401 X X 0 1 X 1 0 X 3590289 1762850 2245532 1533225 2473114 11605010 3590289 1762850 2245532 1533225 2473114 11605010 0 0 0 11605010 186980 179380 254701 263210 217410 1101681 186980 179380 254701 263210 217410 1101681 11188 26329 19710 17745 22474 97446 3788457 1968559 2519943 1814180 2712998 12804137 0.90630 0.90450 0.08600 0.08750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 126 2316075 1531570 6578236 1 1 5857902 77714 1512975 312920 7135671 5230265 649072 216799 238234 5857902 4934483 352528 254573 311319 5230265 4376666 527794 304502 274479 4934483 2974819 1225144 421396 244693 4376666 0.02020 0.97980 0 0 5703 1551 4152 4152 CHARITABLE GIFT ANNUITIES 75751 F CSV LIFE INSURANCE 172921 F CHARITABLE REMAINDER ANNUITY TRUST 958371 F INVESTMENT CO OF AMERICA 1419009 F VANGUARD TOTAL INTL STOCK INDEX ADM 3504845 F VANGUARD TOTAL STOCK MARKET INDEX FUND 5376641 F WASHINGTON MUTUAL INVESTORS FUND 1322006 F VANGUARD TOTAL BOND MARKET INDEX 1195260 F 14024804 DUE TO AGENCY ENDOWMENTS 6441383 DUE TO UJC - GIFT ANNUITIES 8610 CRAT PAYABLE 170623 6620616 X 5669296 2503955 184401 2688356 2980940 0 2980940 2096967 0 2096967 0 2096967 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. 1 SYRACUSE HEBREW DAY SCHOOL 5655 THOMPSON ROAD DEWITT NY 13214 156012139 76945 GENERAL SUPPORT TEMPLE SOCIETY OF CONCORD 910 MADISON STREET SYRACUSE NY 13210 150545840 35695 GENERAL SUPPORT UPSTATE MEDICAL UNIVERSITY FOUNDATION PO BOX 2129 SYRACUSE NY 13220 161068101 6100 GENERAL SUPPORT WILLIAM AND MARY COLLEGE PO BOX 1693 WILLIAMSBURG VA 23187 540734117 35715 GENERAL SUPPORT UNITED WAY OF CNY 518 JAMES ST 200 SYRACUSE NY 13203 150532073 17200 GENERAL SUPPORT SYRACUSE COMMUNITY HEBREW SCHOOL 450 KIMBER ROAD DEWITT NY 13214 473976037 30100 GENERAL SUPPORT UNIVERSITY OF ROCHESTER 500 JOSEPH C WILSON BLVD ROCHESTER NY 14627 160743209 20200 GENERAL SUPPORT MAKE-A-WISH FOUNDATION 5005 CAMPUSWOOD DR EAST SYRACUSE NY 13057 222572086 14850 GENERAL SUPPORT PINE CREST SCHOOL 1501 NE 62ND ST FORT LAUDERDALE FL 33334 590861374 20000 GENERAL SUPPORT MENORAH PARK 4101 E GENESEE ST SYRACUSE NY 13214 202161590 98700 GENERAL SUPPORT JEWISH COMMUNITY CENTER 5655 THOMPSON ROAD DEWITT NY 13214 150539101 120477 GENERAL SUPPORT JEWISH FEDERATION OF CENTRAL NEW YORK INC 5655 THOMPSON ROAD DEWITT NY 13214 150543614 598337 GENERAL SUPPORT TEMPLE ADATH YESHURAN 450 KIMBER ROAD SYRACUSE NY 13224 150617396 53473 GENERAL SUPPORT AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH ST NEW YORK NY 10018 131790719 6356 GENERAL SUPPORT BELIEVE IN A CURE INC 151 HERRICKS ROAD SUITE 204 NEW HYDE PARK NY 11040 843876764 15000 GENERAL SUPPORT CHABAD LUBAVITCH OF CNY 113 BERKELEY DR SYRACUSE NY 13210 133202093 14100 GENERAL SUPPORT FLACE-INCLUSION IN MOTION 72 S MAIN ST CANANDAIGUA NY 14424 161467675 10000 GENERAL SUPPORT MOST 500 SOUTH FRANKLIN ST SYRACUSE NY 13202 223158446 16100 GENERAL SUPPORT SYRACUSE JEWISH FAMILY SERVICE 4101 E GENESEE ST SYRACUSE NY 13214 150539102 10599 GENERAL SUPPORT SYRACUSE UNIVERSITY SCHOOL OF EDUCATION 640 SKYTOP ROAD 2ND FLOOR SYRACUSE NY 13244 150532081 7000 GENERAL SUPPORT EPSTEIN SCHOOL OF JEWISH STUDIES 18 PATSY LANE JAMESVILLE NY 13078 161048413 29065 GENERAL SUPPORT ST JOSEPH'S HOSPITAL FOUNDATION 973 JAMES STREET SYRACUSE NY 13203 150532254 20000 GENERAL SUPPORT ACCESS CNY 1603 COURT STREET SYRACUSE NY 13208 150532247 10000 GENERAL SUPPORT AMERICAN FRIENDS OF SHALVA ISRAEL INC 315 FIFTH AVENUE 6TH FL NEW YORK NY 10016 562676533 10000 GENERAL SUPPORT AMERICAN HEART ASSOCIATION - IA PO BOX 4002012 DES MOINES IA 50340 135613797 9500 GENERAL SUPPORT BINGHAMTON UNIVERSITY FOUNDATION PO BOX 6005 BINGHAMTON NY 13902 166053710 7500 GENERAL SUPPORT CONGREGATION BETH SHOLOM CHEVRAS SHAH PO BOX 271 SYRACUSE NY 13214 166047859 74673 GENERAL SUPPORT CROUSE HEALTH FOUNDATION 736 IRVING AVE SYRACUSE NY 13210 161035427 21300 GENERAL SUPPORT FOOD BANK OF CENTRAL NEW YORK 7066 INTERSTATE ISLAND ROAD SYRACUSE NY 13209 222816988 14295 GENERAL SUPPORT FRUMAH PACKARD CEMETERY 306 PALMER DRIVE FAYETTEVILLE NY 13066 833763695 10347 GENERL SUPPORT HILLEL AT SYRACUSE UNIVERSITY 102 WALNUT PLACE SYRACUSE NY 13210 166065279 19598 GENERAL SUPPORT JEWISH COMMUNITY FOUNDATION OF CNY 5655 THOMPSON ROAD SYRACUSE NY 13214 161599356 30800 GENERAL SUPPORT RADCLIFFE INSTITUTE FOR ADVANCED STUDY 10 GARDEN STREET CAMBRIDGE MA 02138 042103580 7000 GENERAL SUPPORT SAY YES TO EDUCATION 1 STATE STREET FL 20 HARTFORD CT 06103 223139858 150000 GENERAL SUPPORT SYRACUSE STAGE 820 E GENESEE STREET SYRACUSE NY 13210 150623468 10900 GENERAL SUPPORT SYRACUSE UNIVERSITY 810 NOTTINGHAM ROAD SYRACUSE NY 13224 150532081 21000 GENERAL SUPPORT UNIVERSITY OF VERMONT FOUNDATION 411 MAIN STREET BURLINGTON VT 05401 451556038 100000 GENERAL SUPPORT VERA HOUSE FOUNDATION 723 JAMES STREET SYRACUSE NY 13203 510201530 8050 GENERAL SUPPORT YALE UNIVERSITY ALUMNI FUND PO BOX 803 NEW HAVEN CT 06503 066078326 7200 GENERAL SUPPORT LUSTGARTEN FOUNDATION 415 CROSSWAYS PARK DRIVE SUITE D WOODBURY NY 11797 311611837 10100 GENERAL SUPPORT PART I, LINE 2: THE 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. X 25 1577540 QUOTED MARKET PRICE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C THE 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 15A THE 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 19 THE 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 2C THE 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.