2021-11-08T12:40:02-06:00 2020-12-31 161131146 BONADIO & CO LLP 100 CORPORATE PARKWAY SUITE 200 AMHERST NY 14226 990 2020-01-01 166023261 FOUNDATION FOR JEWISH PHILANTHROPIES INC FOUN 7162041133 2640 NORTH FOREST ROAD NO 200 GETZVILLE NY 140681573 IRVING LEVY EXECUTIVE DIRECTOR 7162041133 2021-11-08 1 IRVING LEVY 999009999 JUSTIN N REID P01321869 7162506600 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z IRVING LEVY 2640 NORTH FOREST ROAD NO 200 GETZVILLE NY 140681573 89348092 0 X WWW.JEWISHPHILANTHROPIES.ORG X 1911 NY THE ORGANIZATION IS A NOT-FOR-PROFIT, PUBLIC CHARITY ESTABLISHED IN 1911 TO PROVIDE FOR THE QUALITY AND CONTINUITY OF JEWISH LIFE IN WESTERN NEW YORK AND AROUND THE WORLD THROUGH PRIVATE PHILANTHROPY. THE FOUNDATION SEEKS, ACCEPTS, MANAGES, AND DISTRIBUTES CHARITABLE LEGACIES, BEQUESTS, TRUSTS, ENDOWMENTS, AND OTHER PHILANTHROPICAL FUNDS FOR THE BENEFIT OF THE COMMUNITY. 25 25 10 25 0 0 5528513 3817901 370301 199501 2555935 631766 2967200 6123359 11421949 10772527 7519555 15838945 0 0 1048249 755320 0 0 16991 2199262 1707671 10767066 18301936 654883 -7529409 222944590 232889336 77561281 91378823 145383309 141510513 X SEE SCHEDULE OTHE ORGANIZATION IS A NOT-FOR-PROFIT, PUBLIC CHARITY ESTABLISHED IN 1911 TO PROVIDE FOR THE QUALITY AND CONTINUITY OF JEWISH LIFE IN WESTERN NEW YORK AND AROUND THE WORLD THROUGH PRIVATE PHILANTHROPY. THE FOUNDATION SEEKS, ACCEPTS, MANAGES, AND DISTRIBUTES CHARITABLE LEGACIES, BEQUESTS, TRUSTS, ENDOWMENTS, AND OTHER PHILANTHROPICAL FUNDS FOR THE BENEFIT OF THE COMMUNITY. 0 0 17814356 15838945 4908759 THE FOUNDATION OPERATES AS A PUBLIC CHARITY TO SEEK, ACCEPT, MANAGE, AND DISTRIBUTE LEGACIES, BEQUESTS, ENDOWMENTS, TRUSTS, DONOR-ADVISED, RESTRICTED, AND OTHER PHILANTHROPIC FUNDS. THE FOUNDATION DEVELOPS AND MANAGES ENDOWMENT FUNDS FOR JEWISH SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES, AND SYNAGOGUES. IT OFFERS A VARIETY OF PLANNED GIVING SERVICES FOR DONORS AND CONDUCTS A GRANT MAKING PROGRAM FOR THE DISTRIBUTION OF FUNDS FOR BROAD CHARITABLE PURPOSES. 17814356 1 1 0 0 0 1 0 0 1 1 1 1 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 17 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X IRVING LEVY EXECUTIVE DIRECTOR 7162041133 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 14068 DONALD KOHNSTAMM PRESIDENT 1.00 X X 0 0 0 KENNETH SHUMAN VICE PRESIDENT 1.00 X X 0 0 0 DAVID FEUERSTEIN HONORARY TRUSTEE 1.00 X 0 0 0 GRETCHEN GROSS VICE PRESIDENT 1.00 X X 0 0 0 DANIEL KESTER VICE PRESIDENT & SECRETARY 1.00 X X 0 0 0 CHARLES KREINER DIRECTOR 1.00 X 0 0 0 LENORE LEVY HONORARY TRUSTEE 1.00 X 0 0 0 PAUL MICHAELS SECRETARY 1.00 X 0 0 0 JONATHAN SCHECHTER TREASURER 1.00 X X 0 0 0 ARNOLD KAHN HONORARY TRUSTEE 1.00 X 0 0 0 JUDITH KATZ HONORARY TRUSTEE 1.00 X 0 0 0 GARY GREENFIELD HONORARY TRUSTEE 1.00 X X 0 0 0 RAYMOND FINK HONORARY TRUSTEE 1.00 X 0 0 0 ALISON KEANE DIRECTOR 1.00 X 0 0 0 KIMBERLY BABAT-YONATY DIRECTOR 1.00 X 0 0 0 PETER WEINMANN DIRECTOR 1.00 X 0 0 0 RICHARD ZAKALIK HONORARY TRUSTEE 1.00 X 0 0 0 SUSAN FREED DIRECTOR 1.00 X 0 0 0 SCOTT GOLDMAN DIRECTOR 1.00 X 0 0 0 ERIC RECOON DIRECTOR 1.00 X 0 0 0 CRAIG SMALL DIRECTOR 1.00 X 0 0 0 BRIAN SNYDER DIRECTOR 1.00 X 0 0 0 DAVID STARK DIRECTOR 1.00 X 0 0 0 RICHARD TEIBEL DIRECTOR 1.00 X 0 0 0 SANDFORD NOBEL HONORARY TRUSTEE 1.00 X 0 0 0 CANTOR PENNY MYERS DIRECTOR 1.00 X 0 0 0 IRVING LEVY EXECUTIVE DIRECTOR 40.00 X 202356 0 9945 TERESA DAVID DIRECTOR OF FINANCE 40.00 X 60499 0 8184 262855 0 18129 1 0 1 0 0 164047 3653854 2428527 3817901 FUND CHARGES 561000 199501 199501 199501 538388 538388 78668943 78575565 93378 93378 93378 DEATH BENEFITS 561000 4709258 4709258 INCOME FROM DISREGARDED ENTITIES 561000 1414101 1414101 6123359 10772527 4908759 0 2045867 15573245 15573245 5200 5200 260500 260500 262855 127798 135057 348593 198295 140114 10184 95137 49911 44022 1204 48735 25991 21932 812 37781 36637 1144 30916 30916 29713 15846 13372 495 16446 9671 6532 243 52630 28069 23685 876 50274 26812 22625 837 2787 1487 1254 46 31385 27606 3644 135 40475 21586 18215 674 LIFE INSURANCE PREMIUMS 1392050 1392050 EQUIPMENT RENTAL AND MA 11543 6156 5195 192 MISCELLANEOUS 8944 4769 4026 149 PROGRAM EXPENSES 2727 2727 18301936 17814356 470589 16991 5470617 2479344 9559881 4438605 2217565 3162548 7738622 8355995 501005 407616 368077 93389 117477395 132465599 20214452 18613827 59897981 63280029 222944590 232889336 1669117 1846903 53017711 67776878 22874453 21755042 77561281 91378823 X 118637242 113087224 26746067 28423289 145383309 141510513 222944590 232889336 X -7529409 3766803 -110190 X X 0 1 X 1 0 X 32867604 8275424 5846563 9140740 4017402 60147733 32867604 8275424 5846563 9140740 4017402 60147733 24904567 35243166 1944015 2685375 5076790 3302115 2045867 15054162 412851 1600000 2603660 1550000 4709258 10875769 86077664 0.40940 0.42720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: DEATH 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 239 3350099 15813331 114921804 1 1 0 1 X 26746067 145596 2053032 521406 28423289 22245007 1402647 2488125 610287 26746067 21864483 2348342 -780818 1187000 22245007 17175408 873754 2582099 347744 20283517 15384913 1505049 1026940 741494 17175408 0.00000 0.53000 0.47000 0 0 501005 407616 93389 93389 76 SHARES BERSKIRE HATHAWAY INC. CLASS A 18613827 F 18613827 CASH SURRENDER VALUE LIFE INSURANCE 2822253 OTHER ASSETS 1107638 LIFE SETTLEMENT CONTRACTS 8641019 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 28308215 BUILDINGS OWNED BY LLC'S 22400904 63280029 LIABILITY TO DONORS 21755042 21755042 PART IV, LINE 2B: THE FOUNDATION FOR JEWISH PHILANTHROPIES MANAGES ENDOWMENT AND QUASI-ENDOWMENT FUNDS FOR VARIOUS OTHER SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES, AND SYNAGOGUES. THE FOUNDATION PROVIDES INVESTMENT AND OTHER FUND MANAGEMENT SERVICES TO THESE ORGANIZATIONS UNDER AGREEMENTS, WHICH SPECIFY CHARGES AND FEES, WHERE APPLICABLE. SINCE THESE FUNDS REMAIN UNDER THE CONTROL OF THE AGENCIES, THEY ARE SHOWN AS FUNDS HELD ON BEHALF OF OTHER ORGANIZATIONS. PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ASSETS AGAINST INFLATION. AN ADDITIONAL OBJECTIVE IS TO MAXIMIZE TOTAL RETURN, IN THE FORM OF INCOME, CAPITAL APPRECIATION OR BOTH, CONSISTENT WITH THE LEVEL OF RISK TAKEN. EARNINGS AND LOSSES ON THE INVESTMENT FUNDS ARE RECORDED IN THE NET ASSETS WITH DONOR RESTRICTIONS CATEGORY IN COMPLIANCE WITH THE RESTRICTIONS OVER EARNINGS AS SPECIFIED BY THE DONOR. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS 260500 0 0 0 0 0 0 260500 0 260500 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL SUPPORT 260500 CHECK 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PART I, LINE 2 REASONABLE MEASURES ARE TAKEN TO ENSURE THAT GRANTS ARE BEING USED FOR THEIR INTENDED PURPOSE. TO ENSURE THE APPROPRIATE USE OF GRANT FUND, THE ORGANIZATION HAS SPECIFIC PROCEDURES FOR MAKING GRANTS. WITH EACH GRANT MADE, THE CONDITIONS OF SUCH ARE SPECIFIED IN A GRANT LETTER 0 ALBRIGHT-KNOX ART GALLERY PO BOX 8000 DEPARTMENT 028 BUFFALO NY 14267 166001555 501 C(3) 14804 GENERAL PURPOSES AJC WEST COAST FLORIDA 1605 MAIN STREET SUITE 612 SARASOTA FL 34236 135563393 501 C(3) 530000 GENERAL PURPOSES ALGONQUIN CAMPERSHIP FUND 500 EAST AVENUE ROCHESTER NY 14607 237250641 501 C(3) 10000 GENERAL PURPOSES AMERICAN COMMITTEE FOR SHAARE TZEDEK 55 W 39TH STREET 4TH FLOOR NEW YORK NY 10018 135645878 501 C(3) 10000 GENERAL PURPOSES AMERICAN FRIENDS OF OROT 507 BEVERLY ROAD BROOKLYN NY 11218 133214735 501 C(3) 8000 GENERAL PURPOSES AMERICAN FRIENDS OF THE TORAH LEADERSHIP INSTITUTE C/O KUPIETZKY 9110 KARLOV AVENUE SKOKIE IL 60602 134090781 501 C(3) 5000 GENERAL PURPOSES AMERICAN FRIENDS OF YESHIVAS TORAS MOSHE 1412 EAST 7TH STREET BROOKLYN NY 11230 113069714 501 C(3) 5000 GENERAL PURPOSES AMERICAN JEWISH COMMITTEE THE JACOB BLAUSTEIN COMMITTEE 165 EAST 56TH STREET NEW YORK NY 100222746 135563393 501 C(3) 75550 GENERAL PURPOSES AMERICAN RED CROSS PO BOX 37840 BOONE IA 50037 530196605 501 C(3) 5550 GENERAL PURPOSES AURORA WALDORF SCHOOL 525 WEST FALLS ROAD WEST FALLS NY 14170 161402664 501 C(3) 25000 GENERAL PURPOSES BAIS LUBAVITCH PO BOX 153 GETZVILLE NY 14068 161047850 501 C(3) 12000 GENERAL PURPOSES BAYITH LEPLEITOT INC - GIRLS TOWN JERUSALEM 1362 EAST 21ST STREET BROOKLYN NY 11210 112213686 501 C(3) 5000 GENERAL PURPOSES BESTSELF BEHAVIORAL HEALTH 255 DELAWARE AVENUE SUITE 300 BUFFALO NY 14202 161416158 501 C(3) 5500 GENERAL PURPOSES BNEI AVROHOM 1045 E 4TH STREET BROOKLYN NY 11230 112738314 501 C(3) 6000 GENERAL PURPOSES BONITA SPRINGS ISLAMIC CENTER 27721 FAYGIN LANE BONITA SPRINGS FL 34135 510524014 501 C(3) 5000 GENERAL PURPOSES BOOKS FOR KIDS C/O BUFFALO NEWS ONE NEWS PLAZA BUFFALO NY 14240 203790563 501 C(3) 5000 GENERAL PURPOSES BUFFALO BOTANICAL GARDENS 2655 SOUTH PARK AVENUE BUFFALO NY 142181526 222514024 501 C(3) 8500 GENERAL PURPOSES BUFFALO CITY MISSION PO BOX 496 BUFFALO NY 14205 160743965 501 C(3) 10450 GENERAL PURPOSES BUFFALO HISTORY MUSEUM ONE MUSEUM COURT BUFFALO NY 14216 166000166 501 C(3) 5500 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 501 C(3) 620807 GENERAL PURPOSES BUFFALO MUSEUM OF SCIENCE 1020 HUMBOLDT PARKWAY BUFFALO NY 14211 166000178 501 C(3) 17850 GENERAL PURPOSES BUFFALO OLMSTED PARKS CONSERVANCY 84 PARKSIDE AVENUE BUFFALO NY 14214 222720927 501 C(3) 19750 GENERAL PURPOSES BUFFALO PHILHARMONIC ORCHESTRA 786 DELAWARE AVENUE 2 BUFFALO NY 142092006 222270540 501 C(3) 71650 GENERAL PURPOSES BUFFALO SEMINARY 205 BIDWELL PARKWAY BUFFALO NY 14222 160367980 501 C(3) 23839 GENERAL PURPOSES BUFFALO THERAPEUTIC RIDING CENTER 950 AMHERST STREET BUFFALO NY 14216 161384642 501 C(3) 8000 GENERAL PURPOSES BUFFALO YACHT CLUB FOUNDATION 1 PORTER AVENUE BUFFALO NY 14201 272275906 501 C(3) 5200 GENERAL PURPOSES BUFFALO ZOO 300 PARKSIDE AVENUE BUFFALO NY 142141999 160911204 501 C(3) 8900 GENERAL PURPOSES BURCHFIELD PENNEY ART CENTER 1300 ELMWOOD AVENUE BUFFALO NY 142221095 161596245 501 C(3) 24200 GENERAL PURPOSES DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 042263040 501 C(3) 2000000 GENERAL PURPOSES CANISIUS COLLEGE 2001 MAIN STREET BUFFALO NY 14208 160743942 501 C(3) 6250 GENERAL PURPOSES CATHOLIC CHARITIES TOMPKINS TIOGA 324 WEST BUFFALO STREET ITHACA NY 14850 510621633 501 C(3) 10000 GENERAL PURPOSES CENTER FOR JEWISH ENGAGEMENT AND LEARNING 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760886 501 C(3) 9100 GENERAL PURPOSES CHABAD HOSUE OF NORTH DADE 21001 /BISCAYNE BOULEVARD AVENTURA FL 33180 650455721 501 C(3) 15000 GENERAL PURPOSES CHABAD HOUSE OF BUFFALO PO BOX 153 GETZVILLE NY 14068 161047850 501 C(3) 28170 GENERAL PURPOSES CHABAD MITZVAH WORKSHOP 166 W 97TH STREET NEW YORK NY 10025 821843003 501 C(3) 8000 GENERAL PURPOSES CHAUTAUQUA FOUNDATION PO BOX 28 CHAUTAUQUA NY 14722 166028421 501 C(3) 19000 GENERAL PURPOSES COMMUNITY 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501 C(3) 6500 GENERAL PURPOSES ERIE COUNTY SPCA 300 HARLEM ROAD WEST SENECA NY 14224 160425315 501 C(3) 152350 GENERAL PURPOSES FAMILY READING PARTNERSHIP 54 GUNDERMAN ROAD ITHACA NY 14850 161594725 501 C(3) 10000 GENERAL PURPOSES FD NOW 1170 GREEN KNOLLS DRIVE BUFFALO GROVE IL 60089 263531031 501 C(3) 25000 GENERAL PURPOSES FINGER LAKES LAND TRUST 202 EAST COURT STREET ITHACA NY 14850 222983688 501 C(3) 1000000 GENERAL PURPOSES FINGER LAKES REUSE INC 214 ELMIRA ROAD ITHACA NY 14850 262093547 501 C(3) 95000 GENERAL PURPOSES FJP - JEWISH COMMUNITY CENTER JEWISH COMMUNITY CENTER GETZVILLE NY 14068 160760887 501 C(3) 22800 GENERAL PURPOSES FOOD BANK OF THE SOUTHERN TIER 388 UPPER OAKWOOD AVENUE ELMIRA NY 14903 208808059 501 C(3) 5000 GENERAL PURPOSES FOOD BANK OF WNY FEEDMORE WNY 100 JAMES E CASEY DRIVE BUFFALO NY 14206 222470820 501 C(3) 28850 GENERAL PURPOSES FREEDOM SERVICE DOGS OF AMERICA 7193 S DILLON CT ENGLEWOOD CO 80112 841068936 501 C(3) 12000 GENERAL PURPOSES FRIENDS OF THE NIGHT PEOPLE DEPT 758 PO BOX 8000 BUFFALO NY 14267 161086657 501 C(3) 7300 GENERAL PURPOSES GEMACH OF JACKSON 2 HARVEST COURT JACKSON NJ 08527 814488281 501 C(3) 15220 GENERAL PURPOSES GREATER ITHACA ACTIVITIES CENTER 301 WEST COURT STREET ITHACA NY 14850 160997063 501 C(3) 5000 GENERAL PURPOSES GULF COAST COMMUNITY FOUNDATION OF VENICE 601 TAMIAMI TRAIL SOUTH VENICE FL 34285 591052433 501 C(3) 216228 GENERAL PURPOSES HISTORY CENTER IN TOMPKINS COUNTY 110 NORTH TIOGA STREET ITHACA NY 14850 156024061 501 C(3) 10000 GENERAL PURPOSES HOSPICE FOUNDATION OF WNY 225 COMO PARK BOULEVARD CHEEKTOWAGA NY 14227 223137812 501 C(3) 51414 GENERAL PURPOSES HUNTLEY S WILLIAMS EDUCATIONAL FOUNDATION 8010 WOODCREEK DRIVE BRIDGEVILLE PA 15017 850741708 501 C(3) 5000 GENERAL PURPOSES INTERNATIONAL CAMPAIGN FOR TIBET PO BOX 9005 WALDORF MD 206049005 521570071 501 C(3) 5000 GENERAL PURPOSES ISLAMIC SOCIETY OF NIAGARA FRONTIER PO BOX 0005 GETZVILLE NY 14068 237314986 501 C(3) 5000 GENERAL PURPOSES JEWISH COMMUNITY CENTER OF GREATER BUFFALO 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760887 501 C(3) 42976 GENERAL PURPOSES JEWISH DISCOVERY CENTER 757 HOPKINS ROAD WILLIAMSVILLE NY 14221 161440147 501 C(3) 48109 GENERAL PURPOSES JEWISH FAMILY SERVICE 70 BARKER STREET BUFFALO NY 142092013 160760888 501 C(3) 83691 GENERAL PURPOSES JEWISH FEDERATION CEMETERY CORPORATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 161157277 501 C(3) 102430 GENERAL PURPOSES JEWISH HERITAGE DAY SCHOOL 411 JOHN JAMES AUDUBON PARKWAY AMHERST NY 14228 161468106 501 C(3) 53180 GENERAL PURPOSES JEWISH NATIONAL FUND 42 E 69TH STREET NEW YORK NY 10021 131359627 501 C(3) 12318 GENERAL PURPOSES JOINT DISTRIBUTION COMMITTEE 220 E 42ND STREET SUITE 400 NEW YORK NY 10017 131656634 501 C(3) 5000 GENERAL PURPOSES KADIMAH ACADEMY 2640 N FOREST ROAD STE 300 GETZVILLE NY 14068 160838839 501 C(3) 16952 GENERAL PURPOSES KEHILLAT OHR TZION 879 HOPKINS ROAD WILLIAMSVILLE NY 14221 510417564 501 C(3) 8780 GENERAL PURPOSES KLEINHANS MUSIC HALL 3 SYMPHONY CIRCLE BUFFALO NY 14201 160743064 501 C(3) 7411 GENERAL PURPOSES KOLLEL ZICHRON BINYAMIN YOSEF 160 SEMINOLE DRIVE LAKEWOOD NJ 08701 453773645 501 C(3) 5000 GENERAL PURPOSES MACHIK 1203 K STREET NW WASHINGTON DC 20005 030377568 501 C(3) 22500 GENERAL PURPOSES MARTIN HOUSE RESTORATION CORPORATION 143 JEWETT PARKWAY BUFFALO NY 14214 161426693 501 C(3) 1008200 GENERAL PURPOSES MEALS ON WHEELS FOUNDATION 100 JAMES E CASEY DRIVE BUFFALO NY 14206 161475486 501 C(3) 7735 GENERAL PURPOSES MESIVTA OF GREATER LOS ANGELES 25115 MUREAU ROAD CALABASAS CA 91302 954621495 501 C(3) 8000 GENERAL PURPOSES MOTE MARINE LABORATORY 1600 KEN THOMPSON PKWY SARASOTA FL 34236 590756643 501 C(3) 20000 GENERAL PURPOSES MOUNT SINAI HOSPITAL 1 GUSTAVE L LEVY PLACE PO BOX 1079 NEW YORK NY 10029 131624096 501 C(3) 15000 GENERAL PURPOSES NATE'S HONOR ANIMAL RESCUE 4951 LORRAINE ROAD BRADENTON FL 34211 260878064 501 C(3) 63355 GENERAL PURPOSES NATHAN BENDERSON COMMUNITY PARK FOUNDATION 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PURPOSES PLANNED PARENTHOOD OF GREATER NEW YORK 26 BLEECKER STREET NEW YORK NY 10012 132621497 501 C(3) 5000 GENERAL PURPOSES PLANNED PARENTHOOD OF SOUTHWEST & CENTRAL FLORIDA 736 CENTRAL AVENUE SARASOTA FL 34236 591274328 501 C(3) 13500 GENERAL PURPOSES PROJECT INSPIRE 915 CLIFTON AVENUE SUITE 7 CLIFTON NJ 07013 471117817 501 C(3) 5000 GENERAL PURPOSES RESPONSE TO LOVE CENTER 130 KOSCIUSZKO STREET BUFFALO NY 14212 160743984 501 C(3) 19761 GENERAL PURPOSES RICHARDSON CENTER CORPORATION 444 FOREST AVENUE BUFFALO NY 14213 205148995 501 C(3) 100150 GENERAL PURPOSES ROCHESTER AREA COMMUNITY FOUNDATION ALGONQUIN CAMPERSHIP FUND 500 EAST AVENUE ROCHESTER NY 14607 237250641 501 C(3) 10000 GENERAL PURPOSES ROMULUS FOUNDATION FOR EDUCATIONAL OPPORTUNITIES 5705 MAIN STREET ROMULUS NY 14541 223688238 501 C(3) 10000 GENERAL PURPOSES RONALD MCDONALD HOUSE 780 WEST FERRY STREET BUFFALO NY 14222 222438932 501 C(3) 5000 GENERAL PURPOSES ROSWELL PARK ALLIANCE FOUNDATION ELM AND CARLTON STREETS BUFFALO NY 14263 161391608 501 C(3) 1538150 GENERAL PURPOSES RURAL OUTREACH CENTER 730 OLEAN ROAD EAST AURORA NY 14052 460817544 501 C(3) 10000 GENERAL PURPOSES SALVATION ARMY WNY CHAPTER 960 MAIN STREET BUFFALO NY 14202 222406433 501 C(3) 11550 GENERAL PURPOSES SARASOTA CREW 343 PALMETTO AVENUE OSPREY FL 34229 010733041 501 C(3) 22000 GENERAL PURPOSES SAY YES BUFFALO 712 MAIN STREET BUFFALO NY 14202 223139858 501 C(3) 8870 GENERAL PURPOSES SCHOOLS FOR THE CHILDREN OF THE WORLD PO BOX 1157 AVON CO 81620 562358076 501 C(3) 5000 GENERAL PURPOSES SCIENCENTER 601 FIRST STREET ITHACA NY 14850 222470652 501 C(3) 30000 GENERAL PURPOSES SHAW FESTIVAL FOUNDATION PO BOX 628 LEWISTON NY 14092 222809351 501 C(3) 12250 GENERAL PURPOSES ST MARKS & ALL SAINTS EPISCOPAL CHURCH 311 ONTARIO STREET BUFFALO NY 14207 161517131 501 C(3) 42390 GENERAL PURPOSES STILL WATERS THERAPEUTIC YOGA 815 DELAWARE AVE SW WASHINGTON DC 20024 825454648 501 C(3) 30000 GENERAL PURPOSES SUNCOAST AQUATIC NATURE CENTER ASSOCIATES 5851 NATHAN BENDERSON CIRCLE SARASOTA FL 34235 452641647 501 C(3) 338532 GENERAL PURPOSES TEAM TONY CANCER FOUNDATION 3850 SOUTH OSPREY AVENUE SUITE 203 SARASOTA FL 34239 273755241 501 C(3) 16674 GENERAL PURPOSES TEMPLE BETH TZEDEK 1641 N FOREST ROAD WILLIAMSVILLE NY 14221 262794681 501 C(3) 30734 GENERAL PURPOSES TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 142261497 160755891 501 C(3) 62702 GENERAL PURPOSES TEMPLE EMANU-EL 2550 PALI HIGHWAY HONOLULU HI 96817 591145961 501 C(3) 43000 GENERAL PURPOSES TEMPLE JUDEA 4311 HOOD ROAD PALM BEACH GARDENS FL 33410 592100649 501 C(3) 12627 GENERAL PURPOSES THE SCHOERKE FOUNDATION PO BOX 214 WESTTOWN PA 19395 205613248 501 C(3) 5000 GENERAL PURPOSES THE TABERNACLE 3210 SOUTHWESTERN BLVD ORCHARD PARK NY 14127 166033757 501 C(3) 12000 GENERAL PURPOSES TOMPKINS COUNTY PUBLIC LIBRARY FOUNDATION 101 EAST GREEN STREET ITHACA NY 14850 161422052 501 C(3) 35000 GENERAL PURPOSES TRINITY EPISCOPAL CHURCH 371 DELAWARE AVENUE BUFFALO NY 14202 160665810 501 C(3) 17010 GENERAL PURPOSES UB FOUNDATION INC 101 SERVICE CENTER RD BUFFALO NY 14260 160865182 501 C(3) 101500 GENERAL PURPOSES UNION OF ORTHODOX JEWISH CONGREGATIONS 11 BROADWAY 14TH FLOOR NEW YORK NY 100041303 135623717 501 C(3) 17000 GENERAL PURPOSES UNITED WAY OF BUFFALO 742 DELAWARE AVENUE BUFFALO NY 14209 160743969 501 C(3) 61195 GENERAL PURPOSES UNIVERSITY OF MICHIGAN OFFICE OF UNIVERSITY DEVELOPMENT 3003 S STATE STREET ANN ARBOR MI 48109 386006309 501 C(3) 9450 GENERAL PURPOSES UNIVERSITY OF NEW ENGLAND PO BOX 6442 BRATTLEBORO VT 053026442 010211810 501 C(3) 6000 GENERAL PURPOSES UNIVERSITY OF PITTSBURGH PO BOX 643092 PITTSBURGH PA 152643092 250965591 501 C(3) 18735 GENERAL PURPOSES V FOUNDATION 14600 WESTON PARKWAY CARY NC 27513 133705951 501 C(3) 35000 GENERAL PURPOSES VILLAGE AT ITHACA 401 W SENECA STREET ITHACA NY 14850 161554144 501 C(3) 10000 GENERAL PURPOSES WESTERN NEW YORK LAND CONSERVANCY PO BOX 471 EAST AURORA NY 140520471 223160426 501 C(3) 12547 GENERAL PURPOSES WESTMINSTER PRESBYTERIAN CHURCH 724 DELAWARE AVENUE BUFFALO NY 14209 160743224 501 C(3) 25250 GENERAL PURPOSES WILLIE HUTCH JONES EDUCATIONAL & SPORTS PROGRAMS 411 OLYMPIC AVENUE SUITE 115 BUFFALO NY 14215 161558569 501 C(3) 30000 GENERAL PURPOSES WNED HORIZONS PLAZA PO BOX 1263 BUFFALO NY 142401263 160834459 501 C(3) 10980 GENERAL PURPOSES YALDEI SHLUCHEI HAREBBE 353 KINGSTON AVENUE SUITE 302 BROOKLYN NY 11213 264480126 501 C(3) 13500 GENERAL PURPOSES YESHIVA DAY SCHOOL OF LAS VEGAS 55 N VALLE VERDE DRIVE HENDERSON NV 89074 260736080 501 C(3) 10000 GENERAL PURPOSES YOUNG ARTS ARIZONA LTD 2009 NORTH 7TH STREET PHOENIX AZ 85006 860933814 501 C(3) 12430 GENERAL PURPOSES YOUNG ISRAEL OF GREATER BUFFALO 105 MAPLE ROAD WILLIAMSVILLE NY 14221 237393735 501 C(3) 8820 GENERAL PURPOSES FINANCIAL ASSISTANCE FOR ACADEMIC SCHOLARSHIP AWARDS AND ISRAEL SCHOLARSHIPS 4 5200 PART I, LINE 2 REASONABLE MEASURES ARE TAKEN TO ENSURE THAT GRANTS ARE BEING USED FOR THEIR INTENDED PURPOSE. TO ENSURE THE APPROPRIATE USE OF GRANT FUND, THE ORGANIZATION HAS SPECIFIC PROCEDURES FOR MAKING GRANTS. WITH EACH GRANT MADE, THE CONDITIONS OF SUCH ARE SPECIFIED IN A GRANT LETTER 1 X X X X 0 1 0 0 0 0 0 0 0 IRVING LEVY EXECUTIVE DIRECTOR 202356 0 0 0 0 0 0 0 9945 0 212301 0 0 0 X 87 2428527 MEDIANPRICE GIFTDATE 0 1 1 PART I, LINE 32B: BROKERS ARE USED TO SELL NON CASH DONATIONS OF SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE 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 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS FURNISHED TO EACH TRUSTEE, OFFICER, COMMITTEE MEMBER, AND EMPLOYEE. ALL PARTIES ARE EDUCATED ABOUT THE IMPORTANCE OF COMPLIANCE WITH THE CONFLUCT OF INTEREST POLUCY AND ARE SUBJECT TO DISCIPLINARY ACTION IF THEY FAIL TO ADHERE TO IT. EACH PERSON SIGNS AN ANNUAL COMPLIANCE AGREEMENT ACKNOWLEDGING RECEIPT OF THIS POLICY AND AGREEING TO ABIDE BY IT. AN INTERESTED PERSON MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND ANY MATERIAL FACT WHICH MAY RELATE TO ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE CEO, THE BOARD OR ANY APPROPRIATE COMMITTEE AT THE BEGINNING OF THE BOARD'S OR SUCH COMMITTEE'S CONSIDERATION OR REVIEW OF ANY PROPOSED OR EXISTING TRANSACTION OR AS SOON AS HE/SHE FIRST BECOMES AWARE OF IT. AFTER THE CEO OR AN INTERESTED PERSON DISCLOSES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR ANY MATERIAL FACT, WHICH MAY RELATE THERETO THE BOARD OR ANY APPROPRIATE COMMITTEE, SAID BOARD OR COMMITTEE WILL DISCUSS SAID DISCLOSURE WITH THE INTERESTED PERSON. THEN THE INTERESTED PERSON WILL LEAVE THE BOARD OR COMMITTEE MEETING. THE BOARD OR COMMITTEE WILL DISCUSS THE DISCLOSURE AND VOTE. THE BOARD OR COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF ALL OF ITS REMAINING MEMBERS IF A CONFLICT OF INTEREST EXISTS; PROVIDED, HOWEVER, THAT IF A TRANSACTION WOULD CONSTITUTE A RELATED PARTY TRANSACTION UNDER THE NEW YORK NOT-FOR- PROFIT CORPORATION LAW, A CONFLICT OF INTEREST WILL BE DEEMED TO EXIST. IF THE BOARD OR A COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST DOES IN FACT EXIST, THEN THE FOUNDATION WILL TAKE THE FOLLOWING STEPS: 1. THE BOARD OR COMMITTEE WILL INVESTIGATE ALTERNATIVES TO THE PROPOSED OR EXISTING TRANSACTION. 2. AFTER EXERCISING DUE DILIGENCE AND AFTER ASSURING ITSELF THAT IT IS ACTING IN COMPLIANCE WITH FOUNDATION POLICIES, THE BOARD OR COMMITTEE WILL OBTAIN AND RELAY UPON APPROPRIATE DATA AS TO COMPARABILITY WITH AN APPROPRIATE MARKET. 3. AFTER EXERCISING DUE DILIGENCE AND ENSURING COMPLIANCE WITH FOUNDATION POLICIES, THE BOARD OR COMMITTEE WILL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH REASONABLE EFFORTS FROM ANY PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4. THE BOARD OR COMMITTEE WILL DETERMINE: (A) WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE FOUNDATION AND IN THE FOUNDATION'S BEST INTEREST AND (B) WHETHER TO ENTER INTO OR CONTINUE SAID TRANSACTION. THE BOARD OR COMMITTEE MINUTES WILL CONTAIN: (1) THE NAMES OF THE PERSONS WHO DISCLOSE OR OTHERWISE ARE IDENTIFIED AS HAVING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST (2) IN SUMMARY FORM, THE NATURE OF THE INTEREST AND ACTIONS TAKEN (IF ANY) BY THE BOARD OR COMMITTEE TO DETERMINE WHETHER A CONFLICT ACTUALLY EXISTED (3) THE OUTCOME OF THE BOARD'S OR COMMITTEE'S VOTE AS TO WHETHER A CONFLICT OF INTEREST ACTUALLY EXISTED (4) IN SUMMARY FORM, THE STEPS AND ACTIONS TAKEN (IF ANY) BY THE BOARD OR COMMITTEE TO ADDRESS THE CONFLICT AND INVESTIGATE ALTERNATIVES TO IT (5) THE NAMES OF THE MEMBERS OF THE BOARD OR COMMITTEE PRESENT DURING THE DEBATE AND THOSE WHO VOTED ON IT AND THEIR VOTES AND (6) THE AFFIRMATIVE STATEMENT OF THE BOARD OR COMMITTEE CHAIR THAT ALL REQUIRED STEPS AND ACTIONS WERE TAKEN IN COMPLIANCE WITH FOUNDATION POLICIES. SUCH MINUTES WILL BE PRESERVED IN BOTH THE FILE OF THE TRANSACTION AND A SEPARATELY MAINTAINED "CONFLICT OF INTEREST" FILE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION FOR ALL EMPLOYEES INCLUDING ITS CEO AND TOP MANAGEMENT OFFICIAL INCLUDES THE PREPARATION OF THE "SALARY AND BENEFITS SCHEDULE BY EMPLOYEE" BY THE 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 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 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 PROCESS PROCESS HAS REMAINED UNCHANGED YEAR OVER YEAR 570 ASSOCIATES X LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 206152 3270250 FOUNDATION FOR JEWISH PHILANTHROPIES GRAPE DAY LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 327209 5168950 FOUNDATION FOR JEWISH PHILANTHROPIES 93 ILRPT LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 880740 13961704 FOUNDATION FOR JEWISH PHILANTHROPIES