ESL CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ESL CHARITABLE FOUNDATION INC (EIN 82-0548352)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-17
- IRS object ID
- 202132609349100803
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-17T11:57:29-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820548352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESL CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ESLC | BusinessNameControlTxt |
| Phone | 5853361000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 CHESTNUT STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 146042424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM ROGERS | PersonNm |
| Person Title | FIRST VICE CHAIR & TREASURER | PersonTitleTxt |
| Phone | 5853361000 | PhoneNum |
| Signature | 2021-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TOM | PersonFirstNm |
| Person Last | ROGERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2021-09-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $61,788,187 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,300,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,152,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,152,460 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,311,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,943,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,151 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,157,692 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,152,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $161,263 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $161,263 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,826 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,854 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,854 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $193 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $193 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,529 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $523 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,007 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $206,665 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,554 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,512,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,130,801 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,719,565 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,171,355 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,438,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $989,174 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,946,425 | CashBOYAmt |
| Cash EOY | $3,195,183 | CashEOYAmt |
| Cash EOYFMV | $3,195,183 | CashEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $4,300,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $4,300,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,131 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,131 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,286,883 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,573,954 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,718,808 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,718,808 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,684,800 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,657,239 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,657,239 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $596,771 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $6,621,101 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,886,793 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,886,793 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $35,631 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,598 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,359 | LandBOYAmt |
| Land EOY | $25,033 | LandEOYAmt |
| Land EOYFMV | $25,033 | LandEOYFMVAmt |
| Total Assets BOY | $49,716,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,788,187 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,788,187 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $406,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,275,955 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,639,004 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $160,242 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,842,697 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,639,004 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $42,873,596 | RetainedEarningBOYAmt |
| Retained Earning EOY | $56,149,183 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,873,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,149,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,716,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,788,187 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,873,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,438,127 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,837,460 | OtherIncreasesAmt |
| Subtotal | $56,149,183 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,149,183 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SCHWAB - PUBLICLY TRADED SECURITIES - LT | 2019-12-31 | 2020-12-31 | $1,565,779 | $1,708,672 | -$142,893 | -$142,893 |
| GAIN ON SALE OF SECURITIES | 2019-12-31 | 2020-12-31 | $20,378,118 | $21,547,144 | -$1,169,026 | -$1,169,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,311,919 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,750 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,750 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,684 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,684 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,934 | OverpaymentAmt |
| Applied To ES Tax | $7,934 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ESL FEDERAL CREDIT UNION | IndividualWithBooksNm |
| Phone | 5853361000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 CHESTNUT STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TOM ROGERS | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | VICE CHAIR & TREASURER | 1.00 | $0 | $0 | $0 |
| FAHEEM MASOOD | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | FIRST VICE CHAIR | 1.00 | $0 | $0 | $0 |
| ARLINE SANTIAGO | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | VICE CHAIR & SECRETARY | 1.00 | $0 | $0 | $0 |
| MAUREEN WOLFE | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | CHAIR | 8.00 | $0 | $0 | $0 |
| DAVID BROOKS | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH BUSCAGLIA | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEO LACOBELLI | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CELESTE KIER | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $47,732,185 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,493,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,886,793 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,112,597 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,112,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $856,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,255,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,812,795 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,812,795 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,750 | TotalTaxAmt |
| Distributable Before Adj | $2,799,045 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,799,045 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,799,045 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,171,355 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,171,355 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,171,355 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,799,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $893,798 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,319,242 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $864,851 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $656,078 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,295,994 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,029,963 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,171,355 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,799,045 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,372,310 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,402,273 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $893,798 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,508,475 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,319,242 | ExcessFromYear4Amt |
| Excess From Year3 | $864,851 | ExcessFromYear3Amt |
| Excess From Year2 | $656,078 | ExcessFromYear2Amt |
| Excess From Year1 | $9,295,994 | ExcessFromYear1Amt |
| Excess From Current Year | $11,372,310 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AJAMU KITWANA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 CHESTNUT STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5853361000 | RecipientPhoneNum |
| Recipient Email Address | AKITWANA@ESL.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING; INCLUDING REQUESTED AMOUNT, DATE AND REASON FOR REQUEST. AN IRS LETTER OF 501(C)(3) STATUS, DEDUCTIBILITY STATUS, W-9 FORM WITH TIN/EIN, A LIST OF ORGANIZATIONS' BOARD OF DIRECTORS, CEO, PRESIDENT MUST ALL BE PROVIDED AS WELL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SERVE THE GEOGRAPHICAL AREAS OF MEMBERS OF ESL FEDERAL CREDIT UNION. MUST BE 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 540WMAIN | ||||||||
| 540 WEST MAIN STREET | ROCHESTER | NY | 14608 | NONE | PC | HUMAN CAPITAL | $16,500 | |
| ACTION FOR A BETTER COMMUNITY | ||||||||
| 550 EAST MAIN STREET | ROCHESTER | NY | 14604 | NONE | PC | EDUCATION | $193,218 | |
| BADEN STREET SETTLEMENT ROCHESTER INC | ||||||||
| 152 BADEN STREET | ROCHESTER | NY | 14605 | NONE | PC | EDUCATION | $129,910 | |
| BIVONA CHILD ADVOCACY CENTER | ||||||||
| 1 MOUNT HOPE AVENUE | ROCHESTER | NY | 14620 | NONE | PC | OTHER | $25,000 | |
| BORINQUEN DANCE THEATRE INC | ||||||||
| 121 NORTH FITZHUGH STREET | ROCHESTER | NY | 14614 | NONE | PC | ARTS AND CULTURE | $8,500 | |
| CAMERON COMMUNITY MINISTRIES INC | ||||||||
| 48 CAMERON STREET | ROCHESTER | NY | 14606 | NONE | PC | EDUCATION | $13,000 | |
| CAUSEWAVE COMMUNITY PARTNERS | ||||||||
| 274 NORTH GOODMAN STREET SUITE 269B | ROCHESTER | NY | 14607 | NONE | PC | COLLABORATION | $80,000 | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES INC | ||||||||
| 16 EAST MAIN STREET SUITE 700 | ROCHESTER | NY | 14614 | NONE | PC | HUMAN CAPITAL | $5,000 | |
| CENTER FOR GOVERNMENTAL RESEARCH | ||||||||
| 1 SOUTH WASHINGTON STREET SUITE 400 | ROCHESTER | NY | 14614 | NONE | PC | HUMAN CAPITAL | $15,000 | |
| CHILD CARE COUNCIL INC | ||||||||
| 595 BLOSSOM ROAD | ROCHESTER | NY | 14610 | NONE | PC | EDUCATION | $250,000 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 274 NORTH GOODMAN STREET SUITE 269B | ROCHESTER | NY | 14607 | NONE | PC | EDUCATION | $165,000 | |
| COMMUNITY DESIGN CENTER ROCHESTER INC | ||||||||
| 1115 EAST MAIN STREET BOX 61 | ROCHESTER | NY | 14609 | NONE | PC | HOUSING | $2,010 | |
| CONNECTED COMMUNITIES | ||||||||
| 1337 EAST MAIN STREET | ROCHESTER | NY | 14609 | NONE | PC | HUMAN CAPITAL | $15,000 | |
| CONSUMER CREDIT COUNSELING SERVICE OF ROCHESTER INC | ||||||||
| 1050 UNIVERSITY AVENUE SUITE A | ROCHESTER | NY | 14624 | NONE | PC | EMPLOYMENT | $50,000 | |
| DAVID HOCHSTEIN MEMORIAL MUSIC SCHOOL INC | ||||||||
| 50 NORTH PLYMOUTH AVENUE | ROCHESTER | NY | 14614 | NONE | PC | ARTS AND CULTURE | $65,000 | |
| E3 ROCHESTER INC | ||||||||
| 255 EAST AVENUE SUITE 310 | ROCHESTER | NY | 14604 | NONE | PC | EDUCATION | $25,000 | |
| EAST HIGH SCHOOL EPO | ||||||||
| 1801 EAST MAIN STREET | ROCHESTER | NY | 14609 | NONE | PC | EDUCATION | $40,000 | |
| EAST HOUSE CORPORATION | ||||||||
| 259 MONROE AVENUE SUITE 200 | ROCHESTER | NY | 14607 | NONE | PC | OTHER | $15,000 | |
| EMPIRE JUSTICE CENTER | ||||||||
| ONE WEST MAIN STREET SUITE 200 | ROCHESTER | NY | 14614 | NONE | PC | EMPLOYMENT | $40,000 | |
| EMPIRE STATE COLLEGE FOUNDATION | ||||||||
| 2 UNION AVENUE | SARATOGA SPRINGS | NY | 12866 | NONE | PC | EDUCATION | $10,000 | |
| ENCOMPASS RESOURCES FOR LEARNING INC | ||||||||
| 16 LAKE VIEW PARK | ROCHESTER | NY | 14613 | NONE | PC | EDUCATION | $85,000 | |
| FLOWER CITY HABITAT FOR HUMANITY | ||||||||
| 755 CULVER ROAD | ROCHESTER | NY | 14609 | NONE | PC | HOUSING | $262,480 | |
| FORT HILL PERFORMING ARTS CENTER INC | ||||||||
| 20 FORT HILL AVENUE | CANANDAIGUA | NY | 14424 | NONE | PC | ARTS AND CULTURE | $7,500 | |
| FREDERICK DOUGLASS FAMILY FOUNDATION INC | ||||||||
| RUNDEL LIBRARY BUILDING 115 SOUTH | ROCHESTER | NY | 14604 | NONE | PC | HUMAN CAPITAL | $15,000 | AVENUE 2ND FLOOR |
| FREEDOM SCHOLARS LEARNING CENTER | ||||||||
| 272 BROADWAY | ALBANY | NY | 12204 | NONE | PC | EDUCATION | $10,000 | |
| FRIENDS OF WASHINGTON GROVE INC | ||||||||
| 130 WINTON ROAD NORTH PO BOX 10863 | ROCHESTER | NY | 14610 | NONE | PC | CONNECTED NEIGHBORHOODS | $3,000 | |
| GARTH FAGAN DANCE INC | ||||||||
| 50 CHESTNUT STREET | ROCHESTER | NY | 14604 | NONE | PC | DATA | $65,000 | |
| GENERATION TWO CREATING INTERGENERATIONAL FRIENDSHIPS INC | ||||||||
| PO BOX 18626 | ROCHESTER | NY | 14618 | NONE | PC | EDUCATION | $5,000 | |
| GENESEE SYMPHONY ORCHESTRA | ||||||||
| PO BOX 391 | BATAVIA | NY | 14021 | NONE | PC | ARTS AND CULTURE | $1,000 | |
| GEORGE EASTMAN MUSEUM | ||||||||
| 900 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | ARTS AND CULTURE | $30,000 | |
| GEVA THEATRE CENTER INC | ||||||||
| 75 WOODBURY BOULEVARD | ROCHESTER | NY | 14607 | NONE | PC | ARTS AND CULTURE | $30,000 | |
| GOODWILL OF THE FINGER LAKES INC | ||||||||
| 422 SOUTH CLINTON AVENUE | ROCHESTER | NY | 14620 | NONE | PC | COLLABORATION | $50,000 | |
| GRANTMAKERS FORUM OF NEW YORK INC | ||||||||
| 431 EAST FAYETTE STREET | SYRACUSE | NY | 13202 | NONE | PC | HUMAN CAPITAL | $47,250 | |
| GREATER ROCHESTER AFTER-SCHOOL ALLIANCE | ||||||||
| 500 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | EDUCATION | $318,400 | |
| GREATER ROCHESTER PARENT LEADERSHIP TRAINING INSTITUTE | ||||||||
| 500 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | COLLABORATION | $15,000 | |
| GREATER ROCHESTER SUMMER LEARNING ASSOCIATION (GRSLA) | ||||||||
| 57 ST PAUL STREET | ROCHESTER | NY | 14604 | NONE | PC | EDUCATION | $50,000 | |
| GREYSTONE FOUNDATION INC | ||||||||
| 21 PARK AVENUE | YONKERS | NY | 10703 | NONE | PC | EMPLOYMENT | $75,000 | |
| HABITAT FOR HUMANITY OF WAYNE COUNTY | ||||||||
| 1141 EAST UNION STREET | NEWARK | NY | 14513 | NONE | PC | HOUSING | $1,500 | |
| HERITAGE CHRISTIAN SERVICES | ||||||||
| 275 KENNETH DRIVE SUITE 100 | ROCHESTER | NY | 14623 | NONE | PC | HEALTH | $125,000 | |
| HOBART AND WILLIAM SMITH COLLEGES | ||||||||
| 300 PULTENEY STREET | GENEVA | NY | 14456 | NONE | PC | COLLABORATION | $8,000 | |
| HOUSE OF MERCY | ||||||||
| 285 ORMOND STREET | ROCHESTER | NY | 14605 | NONE | PC | HOUSING | $10,000 | |
| IBERO-AMERICAN ACTION LEAGUE | ||||||||
| 817 EAST MAIN STREET | ROCHESTER | NY | 14605 | NONE | PC | HUMAN CAPITAL | $63,750 | |
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | ||||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | PC | ARTS AND CULTURE | $5,000 | |
| JUDICIAL PROCESS COMMISSION | ||||||||
| 1921 NORTON STREET | ROCHESTER | NY | 14609 | NONE | PC | EMPLOYMENT | $50,000 | |
| KEEPING OUR PROMISE ROCHESTER | ||||||||
| 534 OXFORD AVENUE | ROCHESTER | NY | 14607 | NONE | PC | HUMAN CAPITAL | $5,000 | |
| LEADERSHIP ROCHESTER | ||||||||
| 875 EAST MAIN STREET SUITE 140 | ROCHESTER | NY | 14605 | NONE | PC | HUMAN CAPITAL | $20,000 | |
| MARIE C AND JOSEPH C WILSON FOUNDATION INC | ||||||||
| 6 SOUTH MAIN STREET SUITE 2 | PITTSFORD | NY | 14534 | NONE | PC | COLLABORATION | $5,000 | |
| MARY CARIOLAS CHILDREN CENTER | ||||||||
| 1000 ELMWOOD | ROCHESTER | NY | 14620 | NONE | PC | EMPLOYMENT | $80,000 | |
| MARY'S PLACE REFUGEE OUTREACH INC | ||||||||
| 414 LEXINGTON AVENUE | ROCHESTER | NY | 14613 | NONE | PC | DATA | $14,901 | |
| MEMORIAL ART GALLERY | ||||||||
| 500 UNIVERSITY AVENUE | ROCHESTER | NY | 14607 | NONE | PC | ARTS AND CULTURE | $15,000 | |
| MONROE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1057 EAST HENRIETTA ROAD SUITE 100 | ROCHESTER | NY | 14623 | NONE | PC | EDUCATION | $50,000 | |
| NATIVITY PREPARATORY ACADEMY OF ROCHESTER | ||||||||
| 15 WHALIN STREET | ROCHESTER | NY | 14620 | NONE | PC | EDUCATION | $10,000 | |
| NCS COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 275 DRIVING PARK AVENUE | ROCHESTER | NY | 14613 | NONE | PC | CONNECTED NEIGHBORHOODS | $88,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF ROCHESTER INC | ||||||||
| 570 SOUTH AVENUE | ROCHESTER | NY | 14620 | NONE | PC | HOUSING | $40,000 | |
| NORTH WINTON VILLAGE ASSOCIATION LTD | ||||||||
| PO BOX 10835 | ROCHESTER | NY | 14610 | NONE | PC | CONNECTED NEIGHBORHOODS | $3,000 | |
| PATHSTONE ENTERPRISE CENTER | ||||||||
| 400 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | OTHER | $300,000 | |
| PATHSTONE FOUNDATION | ||||||||
| 400 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | HOUSING | $66,857 | |
| PERINATAL NETWORK OF MONROE COUNTY | ||||||||
| 693 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | HUMAN CAPITAL | $35,000 | |
| RECONNECT ROCHESTER INC | ||||||||
| 1115 E MAIN STREET BOX 61 | ROCHESTER | NY | 14609 | NONE | PC | HUMAN CAPITAL | $20,000 | |
| ROCHESTER AREA COMMUNITY FOUNDATION (RACF) | ||||||||
| 500 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | EDUCATION | $350,000 | |
| ROCHESTER BROADWAY THEATRE LEAGUE | ||||||||
| 885 EAST MAIN STREET | ROCHESTER | NY | 14605 | NONE | PC | ARTS AND CULTURE | $5,000 | |
| ROCHESTER CAREERS IN CONSTRUCTION INC | ||||||||
| 180 LINDEN OAKS | ROCHESTER | NY | 14625 | NONE | PC | EMPLOYMENT | $75,000 | |
| ROCHESTER COMMUNITY ROBOTICS | ||||||||
| 1272 CINNABERRY CIRCLE | WEBSTER | NY | 14580 | NONE | PC | EDUCATION | $5,000 | |
| ROCHESTER CONSTRUCTION TRAINING CENTER | ||||||||
| 1439 BUFFALO ROAD | ROCHESTER | NY | 14624 | NONE | PC | EMPLOYMENT | $6,000 | |
| ROCHESTER ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 30 CHURCH STREET | ROCHESTER | NY | 14614 | NONE | PC | CONNECTED NEIGHBORHOODS | $50,000 | |
| ROCHESTER EDUCATION FOUNDATION | ||||||||
| 250 MILL STREET | ROCHESTER | NY | 14614 | NONE | PC | EDUCATION | $36,000 | |
| ROCHESTER ENERGY EFFICIENCY & WEATHERIZATION (FIDUCIARY RACF INITIATIVES) | ||||||||
| 500 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | HOUSING | $500,000 | |
| ROCHESTER HOUSING DEVELOPMENT FUND CORPORATION | ||||||||
| 16 EAST MAIN STREET SUITE 610 | ROCHESTER | NY | 14614 | NONE | PC | HOUSING | $25,000 | |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||
| 116 LOMB MEMORIAL DRIVE DEVELOPMENT | ROCHESTER | NY | 14623 | NONE | PC | EMPLOYMENT | $100,000 | AND ALUMNI RELATIONS |
| ROCHESTER MANAGEMENT INC | ||||||||
| 249 NORTON VILLAGE LANE | ROCHESTER | NY | 14609 | NONE | PC | HOUSING | $5,000 | |
| ROCHESTER PHILHARMONIC ORCHESTRA | ||||||||
| 255 EAST AVENUE SUITE LL02 | ROCHESTER | NY | 14604 | NONE | PC | ARTS AND CULTURE | $30,000 | |
| ROCHESTER REFUGEE RESETTLEMENT SERVICES INC | ||||||||
| PO BOX 15733 | ROCHESTER | NY | 14615 | NONE | PC | HOUSING | $35,500 | |
| ROCHESTER-MONROE ANTI-POVERTY INITIATIVE - RMAPI | ||||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | NONE | PC | COLLABORATION | $9,513 | |
| ROCHESTERWORKS INC | ||||||||
| 100 COLLEGE AVENUE SUITE 200 | ROCHESTER | NY | 14607 | NONE | PC | EMPLOYMENT | $49,980 | |
| ROCOVERY FITNESS INC | ||||||||
| 1035 DEWEY AVENUE | ROCHESTER | NY | 14613 | NONE | PC | HUMAN CAPITAL | $29,398 | |
| SAINTS PLACE | ||||||||
| 46 STREET MAIN STREET | PITTSFORD | NY | 14534 | NONE | PC | EDUCATION | $9,500 | |
| SENECA PARK ZOO SOCIETY | ||||||||
| 2222 ST PAUL STREET | ROCHESTER | NY | 14621 | NONE | PC | ARTS AND CULTURE | $130,000 | |
| SOUTH EAST AREA COALITION INC | ||||||||
| 630 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | CONNECTED NEIGHBORHOODS | $17,000 | |
| ST JOSEPH'S NEIGHBORHOOD CENTER | ||||||||
| 417 SOUTH AVENUE | ROCHESTER | NY | 14620 | NONE | PC | HEALTH | $10,000 | |
| THE CENTER FOR TEEN EMPOWERMENT | ||||||||
| 392 GENESEE STREET | ROCHESTER | NY | 14611 | NONE | PC | CONNECTED NEIGHBORHOODS | $115,000 | |
| THE CHILDRENS AGENDA | ||||||||
| 1 SOUTH WASHINGTON STREET SUITE 120 | ROCHESTER | NY | 14614 | NONE | PC | COLLABORATION | $50,000 | |
| TRUE NORTH ROCHESTER PREPARATORY CHARTER SCHOOL | ||||||||
| 630 BROOKS AVENUE | ROCHESTER | NY | 14619 | NONE | PC | EDUCATION | $10,000 | |
| UNITED WAY OF GREATER ROCHESTER | ||||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | NONE | PC | HOUSING | $8,253,384 | |
| UR MEDICINE HOME CARE | ||||||||
| 2180 EMPIRE BOULEVARD | WEBSTER | NY | 14580 | NONE | PC | EMPLOYMENT | $52,500 | |
| URBAN LEAGUE OF ROCHESTER NY INC | ||||||||
| 265 N CLINTON AVENUE | ROCHESTER | NY | 14605 | NONE | PC | OTHER | $366,550 | |
| VOLUNTEER LEGAL SERVICES PROJECT OF MONROE COUNTY INC | ||||||||
| 1 WEST MAIN STREET | ROCHESTER | NY | 14614 | NONE | PC | HOUSING | $90,000 | |
| WOMEN'S FOUNDATION OF GENESEE VALLEY INC | ||||||||
| 277 ALEXANDER STREET SUITE 305 | ROCHESTER | NY | 14607 | NONE | PC | HUMAN CAPITAL | $6,000 | |
| WRITERS & BOOKS | ||||||||
| 740 UNIVERSITY AVENUE | ROCHESTER | NY | 14607 | NONE | PC | EDUCATION | $30,700 | |
| WXXI | ||||||||
| 280 STATE STREET | ROCHESTER | NY | 14614 | NONE | PC | EDUCATION | $50,000 | |
| YMCA OF GREATER ROCHESTER | ||||||||
| 44 EAST MAIN STREET | ROCHESTER | NY | 14604 | NONE | PC | EDUCATION | $370,000 | |
| YWCA OF ROCHESTER AND MONROE COUNTY | ||||||||
| 175 NORTH CLINTON AVENUE | ROCHESTER | NY | 14604 | NONE | PC | HOUSING | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,130,801 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GREYSTONE FOUNDATION INC | |||||||
| 21 PARK AVENUE | YONKERS | NY | 10703 | NONE | PC | EMPLOYMENT | $75,000 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1057 EAST HENRIETTA ROAD SUITE 100 | ROCHESTER | NY | 14623 | NONE | PC | EMPLOYMENT | $100,000 |
| EAST HIGH SCHOOL EPO | |||||||
| 1801 EAST MAIN STREET | ROCHESTER | NY | 14609 | NONE | PC | EDUCATION | $120,000 |
| THE CENTER FOR YOUTH SERVICES | |||||||
| 905 MONROE AVE | ROCHESTER | NY | 14620 | NONE | PC | EDUCATION | $50,000 |
| CHILDREN'S INSTITUTE INC | |||||||
| 274 N GOODMAN ST SUITE 269B | ROCHESTER | NY | 14607 | NONE | PC | MENTAL HEALTH & CRISIS INTERVENTION | $100,000 |
| MARIE C AND JOSEPH C WILSON FOUNDATION INC | |||||||
| 6 SOUTH MAIN STREET SUITE 2 | PITTSFORD | NY | 14534 | NONE | PC | COLLABORATION | $75,000 |
| ROC THE FUTURE | |||||||
| 1 SOUTH WASHINGTON STREET SUITE 120 | ROCHESTER | NY | 14614 | NONE | PC | COLLABORATION | $140,000 |
| UNITED WAY OF GREATER ROCHESTER | |||||||
| 75 COLLEGE AVE | ROCHESTER | NY | 14607 | NONE | PC | HUMAN CAPITAL | $722,099 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,382,099 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,152,460 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,311,919 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAXES | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$142,308 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$142,308 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1c | LineNumberTxt |
| Involved | $701,941 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESL FEDERAL CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | ESL FEDERAL CREDIT UNION PROVIDES THE REPORTING ORGANIZATION WITH OFFICE SPACE AND THE USE OF EMPLOYEES AT NO CHARGE. | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESL FEDERAL CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(1) | OrganizationTypeDesc |
| Relationship Description | COMMON MANAGEMENT | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESL FEDERAL CREDIT UNION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 CHESTNUT STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE MUT TR PRMTRC | $1,013,572 | $1,013,572 |
| VANGUARD HIGH-YIELD CORPORATE ADM | $3,643,667 | $3,643,667 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FLEXSHARES GLOBAL QUALITY REAL ESTTE INDEX FUND ETF | $3,465,167 | $3,465,167 |
| FLEXSHARES MSTAR GBL UPSTRM NAT RES ETF | $912,584 | $912,584 |
| ISHARES CORE MSCI TOTAL INTEL STOCK ETF | $7,020,347 | $7,020,347 |
| ISHARES CORE S&P 500 | $7,528,446 | $7,528,446 |
| ISHARES CORE S&P MID-CAP | $4,275,987 | $4,275,987 |
| ISHARES CORE S&P SMALL-CAP | $2,469,813 | $2,469,813 |
| ISHARES EDGE MSCI USA MOMENTUM ETF | $5,406,441 | $5,406,441 |
| SCHWAB US DIVIDEND EQUITY | $5,337,410 | $5,337,410 |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | $3,688,595 | $3,688,595 |
| WISDOMTREE EM MKTS EX-STT OWND ENTRPRS ETF | $4,614,018 | $4,614,018 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BREAKWATER CREDIT OPP FUND CAYMAN LTD | FMV | $973,695 | $973,695 |
| ROYAL OAK REALTY TRUST | FMV | $777,800 | $777,800 |
| STONE RIDGE ALT LENDING RISK PREMIUM INST | FMV | $416,236 | $416,236 |
| STONE RIDGE REINSURANCE RISK PREM INTERVAL | FMV | $825,467 | $825,467 |
| VERSUS CAP MULTI MNGR REAL ESTATE INCM FD INST | FMV | $984,788 | $984,788 |
| VERSUS CAP REAL ASSET FUND | FMV | $908,807 | $908,807 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRADE ASSOCIATION DUES | $13,500 | $0 | $13,500 |
| SUPPLIES | $238 | $0 | $238 |
| LOCAL MILEAGE/PARKING | $238 | $0 | $238 |
| SOFTWARE SERVICE AGREEMENTS | $17,596 | $0 | $17,596 |
| MISCELLANEOUS EXPENSE | $1,045 | $523 | $523 |
| MEALS | $912 | $0 | $912 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAXES | Desc |
| Revenue And Expenses Per Books | $17,151 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $17,151 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $8,837,460 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED MISCELLANEOUS | Desc |
| BOY Book Value | $160,242 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REOCCURING PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $161,263 | Amt |
| Net Investment Income | $161,263 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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