FOUNDATION FOR JEWISH PHILANTHROPIES: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR JEWISH PHILANTHROPIES (EIN 16-6023261)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202143129349300244
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)
Return2021-11-08T12:40:02-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161131146PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BONADIO & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 CORPORATE PARKWAY SUITE 200AddressLine1Txt
CityAMHERSTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14226ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN166023261EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR JEWISHBusinessNameLine1Txt
Business Name Line2PHILANTHROPIES INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone7162041133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12640 NORTH FOREST ROAD NO 200AddressLine1Txt
CityGETZVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP140681573ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRVING LEVYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7162041133PhoneNum
Signature2021-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstIRVINGPersonFirstNm
Person LastLEVYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN N REIDPreparerPersonNm
PTINP01321869PTIN
Phone7162506600PhoneNum

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 OfficerIRVING LEVYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12640 NORTH FOREST ROAD NO 200AddressLine1Txt
CityGETZVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP140681573ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$89,348,092GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHPHILANTHROPIES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1911FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,528,513PYContributionsGrantsAmt
CY Contributions Grants$3,817,901CYContributionsGrantsAmt
PY Program Service Revenue$370,301PYProgramServiceRevenueAmt
CY Program Service Revenue$199,501CYProgramServiceRevenueAmt
PY Investment Income$2,555,935PYInvestmentIncomeAmt
CY Investment Income$631,766CYInvestmentIncomeAmt
PY Other Revenue$2,967,200PYOtherRevenueAmt
CY Other Revenue$6,123,359CYOtherRevenueAmt
PY Total Revenue$11,421,949PYTotalRevenueAmt
CY Total Revenue$10,772,527CYTotalRevenueAmt
PY Grants And Similar Paid$7,519,555PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,838,945CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,048,249PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$755,320CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$16,991CYTotalFundraisingExpenseAmt
PY Other Expenses$2,199,262PYOtherExpensesAmt
CY Other Expenses$1,707,671CYOtherExpensesAmt
PY Total Expenses$10,767,066PYTotalExpensesAmt
CY Total Expenses$18,301,936CYTotalExpensesAmt
PY Revenues Less Expenses$654,883PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$7,529,409CYRevenuesLessExpensesAmt
Total Assets BOY$222,944,590TotalAssetsBOYAmt
Total Assets EOY$232,889,336TotalAssetsEOYAmt
Total Liabilities BOY$77,561,281TotalLiabilitiesBOYAmt
Total Liabilities EOY$91,378,823TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$145,383,309NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$141,510,513NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$17,814,356ExpenseAmt
Grant$15,838,945GrantAmt
Revenue$4,908,759RevenueAmt
DescTHE 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.Desc
Total Program Service Expenses$17,814,356TotalProgramServiceExpensesAmt
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 CounselingYes (1)CreditCounselingInd
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 AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
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 EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10EmployeeCnt
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
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
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 Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRVING LEVY EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7162041133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12640 NORTH FOREST ROAD SUITE 200AddressLine1Txt
CityGETZVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP14068ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DONALD KOHNSTAMM
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
KENNETH SHUMAN
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DAVID FEUERSTEIN
HONORARY TRUSTEE1.00Yes (X)$0$0$0
GRETCHEN GROSS
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DANIEL KESTER
VICE PRESIDENT & SECRETARY1.00Yes (X)Yes (X)$0$0$0
CHARLES KREINER
DIRECTOR1.00Yes (X)$0$0$0
LENORE LEVY
HONORARY TRUSTEE1.00Yes (X)$0$0$0
PAUL MICHAELS
SECRETARY1.00Yes (X)$0$0$0
JONATHAN SCHECHTER
TREASURER1.00Yes (X)Yes (X)$0$0$0
ARNOLD KAHN
HONORARY TRUSTEE1.00Yes (X)$0$0$0
JUDITH KATZ
HONORARY TRUSTEE1.00Yes (X)$0$0$0
GARY GREENFIELD
HONORARY TRUSTEE1.00Yes (X)Yes (X)$0$0$0
RAYMOND FINK
HONORARY TRUSTEE1.00Yes (X)$0$0$0
ALISON KEANE
DIRECTOR1.00Yes (X)$0$0$0
KIMBERLY BABAT-YONATY
DIRECTOR1.00Yes (X)$0$0$0
PETER WEINMANN
DIRECTOR1.00Yes (X)$0$0$0
RICHARD ZAKALIK
HONORARY TRUSTEE1.00Yes (X)$0$0$0
SUSAN FREED
DIRECTOR1.00Yes (X)$0$0$0
SCOTT GOLDMAN
DIRECTOR1.00Yes (X)$0$0$0
ERIC RECOON
DIRECTOR1.00Yes (X)$0$0$0
CRAIG SMALL
DIRECTOR1.00Yes (X)$0$0$0
BRIAN SNYDER
DIRECTOR1.00Yes (X)$0$0$0
DAVID STARK
DIRECTOR1.00Yes (X)$0$0$0
RICHARD TEIBEL
DIRECTOR1.00Yes (X)$0$0$0
SANDFORD NOBEL
HONORARY TRUSTEE1.00Yes (X)$0$0$0
CANTOR PENNY MYERS
DIRECTOR1.00Yes (X)$0$0$0
IRVING LEVY
EXECUTIVE DIRECTOR40.00Yes (X)$202,356$0$9,945
TERESA DAVID
DIRECTOR OF FINANCE40.00Yes (X)$60,499$0$8,184
FieldValueIRS element (for citing)
Total Reportable Comp From Org$262,855TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$18,129TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$164,047GovernmentGrantsAmt
All Other Contributions$3,653,854AllOtherContributionsAmt
Noncash Contributions$2,428,527NoncashContributionsAmt
Total Contributions$3,817,901TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFUND CHARGESDesc
Business561000BusinessCd
Total Revenue Column$199,501TotalRevenueColumnAmt
Related Or Exempt Func Income$199,501RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$199,501TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$538,388TotalRevenueColumnAmt
Exclusion$538,388ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$78,668,943SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$78,575,565SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$93,378SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$93,378TotalRevenueColumnAmt
Exclusion$93,378ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
DEATH BENEFITS561000$4,709,258$4,709,258
INCOME FROM DISREGARDED ENTITIES561000$1,414,101$1,414,101
FieldValueIRS element (for citing)
Other Revenue Total$6,123,359OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,772,527TotalRevenueColumnAmt
Related Or Exempt Func Income$4,908,759RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,045,867ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$15,573,245TotalAmt
Program Services$15,573,245ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$5,200TotalAmt
Program Services$5,200ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$260,500TotalAmt
Program Services$260,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$262,855TotalAmt
Program Services$127,798ProgramServicesAmt
Management And General$135,057ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$348,593TotalAmt
Program Services$198,295ProgramServicesAmt
Management And General$140,114ManagementAndGeneralAmt
Fundraising$10,184FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$95,137TotalAmt
Program Services$49,911ProgramServicesAmt
Management And General$44,022ManagementAndGeneralAmt
Fundraising$1,204FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$48,735TotalAmt
Program Services$25,991ProgramServicesAmt
Management And General$21,932ManagementAndGeneralAmt
Fundraising$812FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$37,781TotalAmt
Program Services$36,637ProgramServicesAmt
Fundraising$1,144FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,916TotalAmt
Management And General$30,916ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$29,713TotalAmt
Program Services$15,846ProgramServicesAmt
Management And General$13,372ManagementAndGeneralAmt
Fundraising$495FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,446TotalAmt
Program Services$9,671ProgramServicesAmt
Management And General$6,532ManagementAndGeneralAmt
Fundraising$243FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$52,630TotalAmt
Program Services$28,069ProgramServicesAmt
Management And General$23,685ManagementAndGeneralAmt
Fundraising$876FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$50,274TotalAmt
Program Services$26,812ProgramServicesAmt
Management And General$22,625ManagementAndGeneralAmt
Fundraising$837FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,787TotalAmt
Program Services$1,487ProgramServicesAmt
Management And General$1,254ManagementAndGeneralAmt
Fundraising$46FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$31,385TotalAmt
Program Services$27,606ProgramServicesAmt
Management And General$3,644ManagementAndGeneralAmt
Fundraising$135FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$40,475TotalAmt
Program Services$21,586ProgramServicesAmt
Management And General$18,215ManagementAndGeneralAmt
Fundraising$674FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LIFE INSURANCE PREMIUMS$1,392,050$1,392,050
EQUIPMENT RENTAL AND MA$11,543$6,156$5,195$192
MISCELLANEOUS$8,944$4,769$4,026$149
PROGRAM EXPENSES$2,727$2,727

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$18,301,936TotalAmt
Program Services$17,814,356ProgramServicesAmt
Management And General$470,589ManagementAndGeneralAmt
Fundraising$16,991FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,470,617BOYAmt
EOY$2,479,344EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,559,881BOYAmt
EOY$4,438,605EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,217,565BOYAmt
EOY$3,162,548EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$7,738,622BOYAmt
EOY$8,355,995EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$501,005LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$407,616LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$368,077BOYAmt
EOY$93,389EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$117,477,395BOYAmt
EOY$132,465,599EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$20,214,452BOYAmt
EOY$18,613,827EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$59,897,981BOYAmt
EOY$63,280,029EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$222,944,590BOYAmt
EOY$232,889,336EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,669,117BOYAmt
EOY$1,846,903EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$53,017,711BOYAmt
EOY$67,776,878EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,874,453BOYAmt
EOY$21,755,042EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$77,561,281BOYAmt
EOY$91,378,823EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$118,637,242BOYAmt
EOY$113,087,224EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$26,746,067BOYAmt
EOY$28,423,289EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$145,383,309BOYAmt
EOY$141,510,513EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$222,944,590BOYAmt
EOY$232,889,336EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$7,529,409ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,766,803NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$110,190OtherChangesInNetAssetsAmt
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)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,867,604CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,275,424CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,846,563CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,140,740CurrentTaxYearMinus1YearAmt
Current Tax Year$4,017,402CurrentTaxYearAmt
Total$60,147,733TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,867,604CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,275,424CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,846,563CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,140,740CurrentTaxYearMinus1YearAmt
Current Tax Year$4,017,402CurrentTaxYearAmt
Total$60,147,733TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$24,904,567SubstantialContributorsTotAmt
Public Support Total170$35,243,166PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,944,015CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,685,375CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,076,790CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,302,115CurrentTaxYearMinus1YearAmt
Current Tax Year$2,045,867CurrentTaxYearAmt
Total$15,054,162TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$412,851CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,600,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,603,660CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,550,000CurrentTaxYearMinus1YearAmt
Current Tax Year$4,709,258CurrentTaxYearAmt
Total$10,875,769TotalAmt
FieldValueIRS element (for citing)
Total Support$86,077,664TotalSupportAmt
Public Support CY1700.40940PublicSupportCY170Pct
Public Support PY1700.42720PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationDEATH BENEFITS - 2016 AMOUNT: $ 412,851. 2017 AMOUNT: $ 1,600,000. 2018 AMOUNT: $ 2,603,660. 2019 AMOUNT: $ 1,550,000. 2020 AMOUNT: $ 4,709,258.ExplanationTxt

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 Held239DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$3,350,099DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$15,813,331DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$114,921,804DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,746,067BeginningYearBalanceAmt
Contributions$145,596ContributionsAmt
Investment Earnings Or Losses$2,053,032InvestmentEarningsOrLossesAmt
Other Expenditures$521,406OtherExpendituresAmt
End Year Balance$28,423,289EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,245,007BeginningYearBalanceAmt
Contributions$1,402,647ContributionsAmt
Investment Earnings Or Losses$2,488,125InvestmentEarningsOrLossesAmt
Other Expenditures$610,287OtherExpendituresAmt
End Year Balance$26,746,067EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,864,483BeginningYearBalanceAmt
Contributions$2,348,342ContributionsAmt
Investment Earnings Or Losses-$780,818InvestmentEarningsOrLossesAmt
Other Expenditures$1,187,000OtherExpendituresAmt
End Year Balance$22,245,007EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,175,408BeginningYearBalanceAmt
Contributions$873,754ContributionsAmt
Investment Earnings Or Losses$2,582,099InvestmentEarningsOrLossesAmt
Other Expenditures$347,744OtherExpendituresAmt
End Year Balance$20,283,517EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,384,913BeginningYearBalanceAmt
Contributions$1,505,049ContributionsAmt
Investment Earnings Or Losses$1,026,940InvestmentEarningsOrLossesAmt
Other Expenditures$741,494OtherExpendituresAmt
End Year Balance$17,175,408EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.53000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.47000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$501,005OtherCostOrOtherBasisAmt
Depreciation$407,616DepreciationAmt
Book Value$93,389BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$93,389TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
Desc76 SHARES BERSKIRE HATHAWAY INC. CLASS ADesc
Book Value$18,613,827BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$18,613,827TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
CASH SURRENDER VALUE LIFE INSURANCE$2,822,253
OTHER ASSETS$1,107,638
LIFE SETTLEMENT CONTRACTS$8,641,019
BENEFICIAL INTEREST IN COMMUNITY FOUNDATION$28,308,215
BUILDINGS OWNED BY LLC'S$22,400,904
FieldValueIRS element (for citing)
Total Book Value Other Assets$63,280,029TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITY TO DONORSDesc
Amt$21,755,042Amt
FieldValueIRS element (for citing)
Total Liability$21,755,042TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionNORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedGRANTS TO RECIPIENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$260,500RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$260,500SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$260,500TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionNORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESRegionTxt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
Cash Grant$260,500CashGrantAmt
Manner Of Cash DisbursementCHECKMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III ACCOUNTING METHOD:
PART I, LINE 2REASONABLE 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

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (134 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ALBRIGHT-KNOX ART GALLERY
PO BOX 8000 DEPARTMENT 028BUFFALONY14267166001555501 C(3)$14,804GENERAL PURPOSES
AJC WEST COAST FLORIDA
1605 MAIN STREET SUITE 612SARASOTAFL34236135563393501 C(3)$530,000GENERAL PURPOSES
ALGONQUIN CAMPERSHIP FUND
500 EAST AVENUEROCHESTERNY14607237250641501 C(3)$10,000GENERAL PURPOSES
AMERICAN COMMITTEE FOR SHAARE TZEDEK
55 W 39TH STREET 4TH FLOORNEW YORKNY10018135645878501 C(3)$10,000GENERAL PURPOSES
AMERICAN FRIENDS OF OROT
507 BEVERLY ROADBROOKLYNNY11218133214735501 C(3)$8,000GENERAL PURPOSES
AMERICAN FRIENDS OF THE TORAH LEADERSHIP INSTITUTE
C/O KUPIETZKY 9110 KARLOV AVENUESKOKIEIL60602134090781501 C(3)$5,000GENERAL PURPOSES
AMERICAN FRIENDS OF YESHIVAS TORAS MOSHE
1412 EAST 7TH STREETBROOKLYNNY11230113069714501 C(3)$5,000GENERAL PURPOSES
AMERICAN JEWISH COMMITTEE
THE JACOB BLAUSTEIN COMMITTEE 165NEW YORKNY100222746135563393501 C(3)$75,550GENERAL PURPOSESEAST 56TH STREET
AMERICAN RED CROSS
PO BOX 37840BOONEIA50037530196605501 C(3)$5,550GENERAL PURPOSES
AURORA WALDORF SCHOOL
525 WEST FALLS ROADWEST FALLSNY14170161402664501 C(3)$25,000GENERAL PURPOSES
BAIS LUBAVITCH
PO BOX 153GETZVILLENY14068161047850501 C(3)$12,000GENERAL PURPOSES
BAYITH LEPLEITOT INC - GIRLS TOWN JERUSALEM
1362 EAST 21ST STREETBROOKLYNNY11210112213686501 C(3)$5,000GENERAL PURPOSES
BESTSELF BEHAVIORAL HEALTH
255 DELAWARE AVENUE SUITE 300BUFFALONY14202161416158501 C(3)$5,500GENERAL PURPOSES
BNEI AVROHOM
1045 E 4TH STREETBROOKLYNNY11230112738314501 C(3)$6,000GENERAL PURPOSES
BONITA SPRINGS ISLAMIC CENTER
27721 FAYGIN LANEBONITA SPRINGSFL34135510524014501 C(3)$5,000GENERAL PURPOSES
BOOKS FOR KIDS
C/O BUFFALO NEWS ONE NEWS PLAZABUFFALONY14240203790563501 C(3)$5,000GENERAL PURPOSES
BUFFALO BOTANICAL GARDENS
2655 SOUTH PARK AVENUEBUFFALONY142181526222514024501 C(3)$8,500GENERAL PURPOSES
BUFFALO CITY MISSION
PO BOX 496BUFFALONY14205160743965501 C(3)$10,450GENERAL PURPOSES
BUFFALO HISTORY MUSEUM
ONE MUSEUM COURTBUFFALONY14216166000166501 C(3)$5,500GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210501 C(3)$620,807GENERAL PURPOSES
BUFFALO MUSEUM OF SCIENCE
1020 HUMBOLDT PARKWAYBUFFALONY14211166000178501 C(3)$17,850GENERAL PURPOSES
BUFFALO OLMSTED PARKS CONSERVANCY
84 PARKSIDE AVENUEBUFFALONY14214222720927501 C(3)$19,750GENERAL PURPOSES
BUFFALO PHILHARMONIC ORCHESTRA
786 DELAWARE AVENUE 2BUFFALONY142092006222270540501 C(3)$71,650GENERAL PURPOSES
BUFFALO SEMINARY
205 BIDWELL PARKWAYBUFFALONY14222160367980501 C(3)$23,839GENERAL PURPOSES
BUFFALO THERAPEUTIC RIDING CENTER
950 AMHERST STREETBUFFALONY14216161384642501 C(3)$8,000GENERAL PURPOSES
BUFFALO YACHT CLUB FOUNDATION
1 PORTER AVENUEBUFFALONY14201272275906501 C(3)$5,200GENERAL PURPOSES
BUFFALO ZOO
300 PARKSIDE AVENUEBUFFALONY142141999160911204501 C(3)$8,900GENERAL PURPOSES
BURCHFIELD PENNEY ART CENTER
1300 ELMWOOD AVENUEBUFFALONY142221095161596245501 C(3)$24,200GENERAL PURPOSES
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215042263040501 C(3)$2,000,000GENERAL PURPOSES
CANISIUS COLLEGE
2001 MAIN STREETBUFFALONY14208160743942501 C(3)$6,250GENERAL PURPOSES
CATHOLIC CHARITIES TOMPKINS TIOGA
324 WEST BUFFALO STREETITHACANY14850510621633501 C(3)$10,000GENERAL PURPOSES
CENTER FOR JEWISH ENGAGEMENT AND LEARNING
2640 NORTH FOREST ROADGETZVILLENY14068160760886501 C(3)$9,100GENERAL PURPOSES
CHABAD HOSUE OF NORTH DADE
21001 /BISCAYNE BOULEVARDAVENTURAFL33180650455721501 C(3)$15,000GENERAL PURPOSES
CHABAD HOUSE OF BUFFALO
PO BOX 153GETZVILLENY14068161047850501 C(3)$28,170GENERAL PURPOSES
CHABAD MITZVAH WORKSHOP
166 W 97TH STREETNEW YORKNY10025821843003501 C(3)$8,000GENERAL PURPOSES
CHAUTAUQUA FOUNDATION
PO BOX 28CHAUTAUQUANY14722166028421501 C(3)$19,000GENERAL PURPOSES
COMMUNITY FOUNDATION FOR GREATER BUFFALO
LARKIN AT EXCHANGE 726 EXCHANGEBUFFALONY14210222743917501 C(3)$261,803GENERAL PURPOSESSTREET SUITE 525
COMMUNITY FOUNDATION OF TOMPKINS COUNTY
309 NORTH AURORA STREETITHACANY14850161587553501 C(3)$200,000GENERAL PURPOSES
CONGREGATION SHIR SHALOM
4660 SHERIDAN DRIVEWILLIAMSVILLENY14221455482140501 C(3)$27,899GENERAL PURPOSES
CRADLE BEACH CAMP INC
8038 OLD LAKE SHORE ROADANGOLANY14006160743025501 C(3)$23,600GENERAL PURPOSES
DAVID GORDON LOUIS DANIEL FOUNDATION
PO BOX 7137MCLEANVA22106201562086501 C(3)$7,500GENERAL PURPOSES
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD21741133433452501 C(3)$10,350GENERAL PURPOSES
EAGLES' WINGS
PO BOX 450CLARENCENY14031161462696501 C(3)$10,000GENERAL PURPOSES
ELLIOTT SCHOOL OF INTERNATIONAL AFFAIRSGEORGE WASHINGTON UNIVERSITY
1957 E STREET NW SUITE 401WASHINGTONDC20052530196584501 C(3)$20,000GENERAL PURPOSES
ELMWOOD FRANKLIN SCHOOL
104 NEW AMSTERDAM AVENUEBUFFALONY14216160743000501 C(3)$6,500GENERAL PURPOSES
ERIE COUNTY SPCA
300 HARLEM ROADWEST SENECANY14224160425315501 C(3)$152,350GENERAL PURPOSES
FAMILY READING PARTNERSHIP
54 GUNDERMAN ROADITHACANY14850161594725501 C(3)$10,000GENERAL PURPOSES
FD NOW
1170 GREEN KNOLLS DRIVEBUFFALO GROVEIL60089263531031501 C(3)$25,000GENERAL PURPOSES
FINGER LAKES LAND TRUST
202 EAST COURT STREETITHACANY14850222983688501 C(3)$1,000,000GENERAL PURPOSES
FINGER LAKES REUSE INC
214 ELMIRA ROADITHACANY14850262093547501 C(3)$95,000GENERAL PURPOSES
FJP - JEWISH COMMUNITY CENTER
JEWISH COMMUNITY CENTERGETZVILLENY14068160760887501 C(3)$22,800GENERAL PURPOSES
FOOD BANK OF THE SOUTHERN TIER
388 UPPER OAKWOOD AVENUEELMIRANY14903208808059501 C(3)$5,000GENERAL PURPOSES
FOOD BANK OF WNY FEEDMORE WNY
100 JAMES E CASEY DRIVEBUFFALONY14206222470820501 C(3)$28,850GENERAL PURPOSES
FREEDOM SERVICE DOGS OF AMERICA
7193 S DILLON CTENGLEWOODCO80112841068936501 C(3)$12,000GENERAL PURPOSES
FRIENDS OF THE NIGHT PEOPLE
DEPT 758 PO BOX 8000BUFFALONY14267161086657501 C(3)$7,300GENERAL PURPOSES
GEMACH OF JACKSON
2 HARVEST COURTJACKSONNJ08527814488281501 C(3)$15,220GENERAL PURPOSES
GREATER ITHACA ACTIVITIES CENTER
301 WEST COURT STREETITHACANY14850160997063501 C(3)$5,000GENERAL PURPOSES
GULF COAST COMMUNITY FOUNDATION OF VENICE
601 TAMIAMI TRAIL SOUTHVENICEFL34285591052433501 C(3)$216,228GENERAL PURPOSES
HISTORY CENTER IN TOMPKINS COUNTY
110 NORTH TIOGA STREETITHACANY14850156024061501 C(3)$10,000GENERAL PURPOSES
HOSPICE FOUNDATION OF WNY
225 COMO PARK BOULEVARDCHEEKTOWAGANY14227223137812501 C(3)$51,414GENERAL PURPOSES
HUNTLEY S WILLIAMS EDUCATIONAL FOUNDATION
8010 WOODCREEK DRIVEBRIDGEVILLEPA15017850741708501 C(3)$5,000GENERAL PURPOSES
INTERNATIONAL CAMPAIGN FOR TIBET
PO BOX 9005WALDORFMD206049005521570071501 C(3)$5,000GENERAL PURPOSES
ISLAMIC SOCIETY OF NIAGARA FRONTIER
PO BOX 0005GETZVILLENY14068237314986501 C(3)$5,000GENERAL PURPOSES
JEWISH COMMUNITY CENTER OF GREATER BUFFALO
2640 NORTH FOREST ROADGETZVILLENY14068160760887501 C(3)$42,976GENERAL PURPOSES
JEWISH DISCOVERY CENTER
757 HOPKINS ROADWILLIAMSVILLENY14221161440147501 C(3)$48,109GENERAL PURPOSES
JEWISH FAMILY SERVICE
70 BARKER STREETBUFFALONY142092013160760888501 C(3)$83,691GENERAL PURPOSES
JEWISH FEDERATION CEMETERY CORPORATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221161157277501 C(3)$102,430GENERAL PURPOSES
JEWISH HERITAGE DAY SCHOOL
411 JOHN JAMES AUDUBON PARKWAYAMHERSTNY14228161468106501 C(3)$53,180GENERAL PURPOSES
JEWISH NATIONAL FUND
42 E 69TH STREETNEW YORKNY10021131359627501 C(3)$12,318GENERAL PURPOSES
JOINT DISTRIBUTION COMMITTEE
220 E 42ND STREET SUITE 400NEW YORKNY10017131656634501 C(3)$5,000GENERAL PURPOSES
KADIMAH ACADEMY
2640 N FOREST ROAD STE 300GETZVILLENY14068160838839501 C(3)$16,952GENERAL PURPOSES
KEHILLAT OHR TZION
879 HOPKINS ROADWILLIAMSVILLENY14221510417564501 C(3)$8,780GENERAL PURPOSES
KLEINHANS MUSIC HALL
3 SYMPHONY CIRCLEBUFFALONY14201160743064501 C(3)$7,411GENERAL PURPOSES
KOLLEL ZICHRON BINYAMIN YOSEF
160 SEMINOLE DRIVELAKEWOODNJ08701453773645501 C(3)$5,000GENERAL PURPOSES
MACHIK
1203 K STREET NWWASHINGTONDC20005030377568501 C(3)$22,500GENERAL PURPOSES
MARTIN HOUSE RESTORATION CORPORATION
143 JEWETT PARKWAYBUFFALONY14214161426693501 C(3)$1,008,200GENERAL PURPOSES
MEALS ON WHEELS FOUNDATION
100 JAMES E CASEY DRIVEBUFFALONY14206161475486501 C(3)$7,735GENERAL PURPOSES
MESIVTA OF GREATER LOS ANGELES
25115 MUREAU ROADCALABASASCA91302954621495501 C(3)$8,000GENERAL PURPOSES
MOTE MARINE LABORATORY
1600 KEN THOMPSON PKWYSARASOTAFL34236590756643501 C(3)$20,000GENERAL PURPOSES
MOUNT SINAI HOSPITAL
1 GUSTAVE L LEVY PLACE PO BOX 1079NEW YORKNY10029131624096501 C(3)$15,000GENERAL PURPOSES
NATE'S HONOR ANIMAL RESCUE
4951 LORRAINE ROADBRADENTONFL34211260878064501 C(3)$63,355GENERAL PURPOSES
NATHAN BENDERSON COMMUNITY PARK FOUNDATION
7978 COOPER CREEK BOULEVARD SUITEUNIVERSITY PARKFL34201471806664501 C(3)$300,000GENERAL PURPOSES100
NEURO CHALLENGE FOUNDATION
722 APEX ROAD SUITE ASARASOTAFL34240722342402501 C(3)$5,000GENERAL PURPOSES
NEW ROOTS CHARTER SCHOOL
116 N CAYUGA STREETITHACANY14850264183302501 C(3)$100,000GENERAL PURPOSES
NICHOLS SCHOOL
1250 AMHERST STREETBUFFALONY14216160755808501 C(3)$32,600GENERAL PURPOSES
NIAGARA CHARTER SCHOOL
2077 LOCKPORT ROADNIAGARA FALLSNY14304542175986501 C(3)$6,000GENERAL PURPOSES
NUCLEAR INFORMATION & RESOURCE SERVICE
6930 CARROLL AVENUE SUITE 340TAKOMA PARKMD20912521119677501 C(3)$20,000GENERAL PURPOSES
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC20090131644147501 C(3)$8,824GENERAL PURPOSES
POLICY STUDIES ORGANIZATION
1527 NEW HAMPSHIRE AVENUE NWWASHINGTONDC20036237163011501 C(3)$100,000GENERAL PURPOSES
PLANNED PARENTHOOD OF CENTRAL AND WNY
114 UNIVERSITY AVENUEROCHESTERNY14605352173981501 C(3)$16,175GENERAL PURPOSES
PLANNED PARENTHOOD OF GREATER NEW YORK
26 BLEECKER STREETNEW YORKNY10012132621497501 C(3)$5,000GENERAL PURPOSES
PLANNED PARENTHOOD OF SOUTHWEST & CENTRAL FLORIDA
736 CENTRAL AVENUESARASOTAFL34236591274328501 C(3)$13,500GENERAL PURPOSES
PROJECT INSPIRE
915 CLIFTON AVENUE SUITE 7CLIFTONNJ07013471117817501 C(3)$5,000GENERAL PURPOSES
RESPONSE TO LOVE CENTER
130 KOSCIUSZKO STREETBUFFALONY14212160743984501 C(3)$19,761GENERAL PURPOSES
RICHARDSON CENTER CORPORATION
444 FOREST AVENUEBUFFALONY14213205148995501 C(3)$100,150GENERAL PURPOSES
ROCHESTER AREA COMMUNITY FOUNDATION
ALGONQUIN CAMPERSHIP FUND 500 EASTROCHESTERNY14607237250641501 C(3)$10,000GENERAL PURPOSESAVENUE
ROMULUS FOUNDATION FOR EDUCATIONAL OPPORTUNITIES
5705 MAIN STREETROMULUSNY14541223688238501 C(3)$10,000GENERAL PURPOSES
RONALD MCDONALD HOUSE
780 WEST FERRY STREETBUFFALONY14222222438932501 C(3)$5,000GENERAL PURPOSES
ROSWELL PARK ALLIANCE FOUNDATION
ELM AND CARLTON STREETSBUFFALONY14263161391608501 C(3)$1,538,150GENERAL PURPOSES
RURAL OUTREACH CENTER
730 OLEAN ROADEAST AURORANY14052460817544501 C(3)$10,000GENERAL PURPOSES
SALVATION ARMY
WNY CHAPTER 960 MAIN STREETBUFFALONY14202222406433501 C(3)$11,550GENERAL PURPOSES
SARASOTA CREW
343 PALMETTO AVENUEOSPREYFL34229010733041501 C(3)$22,000GENERAL PURPOSES
SAY YES BUFFALO
712 MAIN STREETBUFFALONY14202223139858501 C(3)$8,870GENERAL PURPOSES
SCHOOLS FOR THE CHILDREN OF THE WORLD
PO BOX 1157AVONCO81620562358076501 C(3)$5,000GENERAL PURPOSES
SCIENCENTER
601 FIRST STREETITHACANY14850222470652501 C(3)$30,000GENERAL PURPOSES
SHAW FESTIVAL FOUNDATION
PO BOX 628LEWISTONNY14092222809351501 C(3)$12,250GENERAL PURPOSES
ST MARKS & ALL SAINTS EPISCOPAL CHURCH
311 ONTARIO STREETBUFFALONY14207161517131501 C(3)$42,390GENERAL PURPOSES
STILL WATERS THERAPEUTIC YOGA
815 DELAWARE AVE SWWASHINGTONDC20024825454648501 C(3)$30,000GENERAL PURPOSES
SUNCOAST AQUATIC NATURE CENTER ASSOCIATES
5851 NATHAN BENDERSON CIRCLESARASOTAFL34235452641647501 C(3)$338,532GENERAL PURPOSES
TEAM TONY CANCER FOUNDATION
3850 SOUTH OSPREY AVENUE SUITE 203SARASOTAFL34239273755241501 C(3)$16,674GENERAL PURPOSES
TEMPLE BETH TZEDEK
1641 N FOREST ROADWILLIAMSVILLENY14221262794681501 C(3)$30,734GENERAL PURPOSES
TEMPLE BETH ZION
700 SWEET HOME ROADBUFFALONY142261497160755891501 C(3)$62,702GENERAL PURPOSES
TEMPLE EMANU-EL
2550 PALI HIGHWAYHONOLULUHI96817591145961501 C(3)$43,000GENERAL PURPOSES
TEMPLE JUDEA
4311 HOOD ROADPALM BEACH GARDENSFL33410592100649501 C(3)$12,627GENERAL PURPOSES
THE SCHOERKE FOUNDATION
PO BOX 214WESTTOWNPA19395205613248501 C(3)$5,000GENERAL PURPOSES
THE TABERNACLE
3210 SOUTHWESTERN BLVDORCHARD PARKNY14127166033757501 C(3)$12,000GENERAL PURPOSES
TOMPKINS COUNTY PUBLIC LIBRARY FOUNDATION
101 EAST GREEN STREETITHACANY14850161422052501 C(3)$35,000GENERAL PURPOSES
TRINITY EPISCOPAL CHURCH
371 DELAWARE AVENUEBUFFALONY14202160665810501 C(3)$17,010GENERAL PURPOSES
UB FOUNDATION INC
101 SERVICE CENTER RDBUFFALONY14260160865182501 C(3)$101,500GENERAL PURPOSES
UNION OF ORTHODOX JEWISH CONGREGATIONS
11 BROADWAY 14TH FLOORNEW YORKNY100041303135623717501 C(3)$17,000GENERAL PURPOSES
UNITED WAY OF BUFFALO
742 DELAWARE AVENUEBUFFALONY14209160743969501 C(3)$61,195GENERAL PURPOSES
UNIVERSITY OF MICHIGAN
OFFICE OF UNIVERSITY DEVELOPMENTANN ARBORMI48109386006309501 C(3)$9,450GENERAL PURPOSES3003 S STATE STREET
UNIVERSITY OF NEW ENGLAND
PO BOX 6442BRATTLEBOROVT053026442010211810501 C(3)$6,000GENERAL PURPOSES
UNIVERSITY OF PITTSBURGH
PO BOX 643092PITTSBURGHPA152643092250965591501 C(3)$18,735GENERAL PURPOSES
V FOUNDATION
14600 WESTON PARKWAYCARYNC27513133705951501 C(3)$35,000GENERAL PURPOSES
VILLAGE AT ITHACA
401 W SENECA STREETITHACANY14850161554144501 C(3)$10,000GENERAL PURPOSES
WESTERN NEW YORK LAND CONSERVANCY
PO BOX 471EAST AURORANY140520471223160426501 C(3)$12,547GENERAL PURPOSES
WESTMINSTER PRESBYTERIAN CHURCH
724 DELAWARE AVENUEBUFFALONY14209160743224501 C(3)$25,250GENERAL PURPOSES
WILLIE HUTCH JONES EDUCATIONAL & SPORTS PROGRAMS
411 OLYMPIC AVENUE SUITE 115BUFFALONY14215161558569501 C(3)$30,000GENERAL PURPOSES
WNED
HORIZONS PLAZA PO BOX 1263BUFFALONY142401263160834459501 C(3)$10,980GENERAL PURPOSES
YALDEI SHLUCHEI HAREBBE
353 KINGSTON AVENUE SUITE 302BROOKLYNNY11213264480126501 C(3)$13,500GENERAL PURPOSES
YESHIVA DAY SCHOOL OF LAS VEGAS
55 N VALLE VERDE DRIVEHENDERSONNV89074260736080501 C(3)$10,000GENERAL PURPOSES
YOUNG ARTS ARIZONA LTD
2009 NORTH 7TH STREETPHOENIXAZ85006860933814501 C(3)$12,430GENERAL PURPOSES
YOUNG ISRAEL OF GREATER BUFFALO
105 MAPLE ROADWILLIAMSVILLENY14221237393735501 C(3)$8,820GENERAL PURPOSES

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL ASSISTANCE FOR ACADEMIC SCHOLARSHIP AWARDS AND ISRAEL SCHOLARSHIPSGrantTypeTxt
Recipient4RecipientCnt
Cash Grant$5,200CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationREASONABLE 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 LETTERExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonIRVING LEVYPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$202,356BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$9,945NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$212,301TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution87ContributionCnt
Noncash Contributions Rpt F990$2,428,527NoncashContributionsRptF990Amt
Method Of Determining RevenuesMEDIANPRICE GIFTDATEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationBROKERS ARE USED TO SELL NON CASH DONATIONS OF SECURITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE DIRECTOR OF FINANCE 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 12CA 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 15THE 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 DIRECTOR OF FINANCE 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 19THE 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 142,133. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE -73,440. PRESENT VALUE ADJUSTMENT ON PLEDGES -178,883.
FORM 990, PART XII, LINE 2C, CHANGE OF OVERSIGHT PROCESSPROCESS HAS REMAINED UNCHANGED YEAR OVER YEAR

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
570 ASSOCIATES X LLC
7978 COPPER CREEK BLVD SUITE 100BRADENTONFL34201RENTAL PROPERTYFL$206,152$3,270,250FOUNDATION FOR JEWISH PHILANTHROPIES
GRAPE DAY LLC
7978 COPPER CREEK BLVD SUITE 100BRADENTONFL34201RENTAL PROPERTYFL$327,209$5,168,950FOUNDATION FOR JEWISH PHILANTHROPIES
93 ILRPT LLC
7978 COPPER CREEK BLVD SUITE 100BRADENTONFL34201RENTAL PROPERTYFL$880,740$13,961,704FOUNDATION FOR JEWISH PHILANTHROPIES

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