LOUIS S AND MOLLY B WOLK FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LOUIS S AND MOLLY B WOLK FOUNDATION (EIN 22-2405596)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-03-10
IRS object ID
202010709349100401
Schema version
2019v5.0
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)
Return2020-03-10T09:42:27-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161614009PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MIRABELLA & SMITH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 ALLENS CREEK RDAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222405596EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUIS S & MOLLY B WOLK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOUIBusinessNameControlTxt
Phone5854426900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 EAST AVENUE NO 701AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARVIN WOLKPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5854426900PhoneNum
Signature2020-02-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL C SMITHPreparerPersonNm
PTINP00093683PTIN
Phone5852256470PhoneNum
Preparation2020-02-23PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$34,850,343FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$794,599DividendsRevAndExpnssAmt
Dividends Net Invst Incm$794,599DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$585,136NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,381,401GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$585,136CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,379,735TotalRevAndExpnssAmt
Total Net Invst Incm$1,379,735TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$175,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$35,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$140,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,330AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,320AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$95,993OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$95,993OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,269TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$26,775OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,355OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$21,420OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,483TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,097TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$4,386TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,152OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$880OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,272OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$320,322TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$139,655TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$175,398TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,481,384ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,481,384ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,801,706TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$139,655TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,656,782TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$421,971ExcessRevenueOverExpensesAmt
Net Investment Income$1,240,080NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$479,207SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$635,259SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$635,259SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$21,277,221OtherInvestmentsBOYAmt
Other Investments EOY$20,699,198OtherInvestmentsEOYAmt
Other Investments EOYFMV$34,215,084OtherInvestmentsEOYFMVAmt
Total Assets BOY$21,756,428TotalAssetsBOYAmt
Total Assets EOY$21,334,457TotalAssetsEOYAmt
Total Assets EOYFMV$34,850,343TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$25,795,449CapitalStockBOYAmt
Capital Stock EOY$25,795,449CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$4,039,021RetainedEarningBOYAmt
Retained Earning EOY-$4,460,992RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$21,756,428TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$21,334,457TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,756,428TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$21,334,457TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,756,428TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$421,971ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$21,334,457SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$21,334,457TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1175 ISHARES CORE S&P SMALL CAPP$94,455$83,578$10,877$10,877
600 ISHARES CORE S&P MIDCAPP$119,000$102,206$16,794$16,794
75 ISHARES CARE S&P 500 ETFP$23,313$19,286$4,027$4,027
9400 SCHWAB SHORT TERM US TREAS ETFP$473,898$468,479$5,419$5,419
550 ISHARES CARE S&P MIDCAPP$109,084$44,687$64,397$64,397
2550 ISHARES CORE S&P 500 ETFP$792,643$307,812$484,831$484,831
9200 ISHARES FLOATING RATE BOND ETFP$468,043$467,013$1,030$1,030
450 ISHARES MSCI EAFE ETFP$30,369$32,258-$1,889-$1,889
825 ISHARES S&P 500 VALUE ETFP$102,837$54,351$48,486$48,486
275 ISHARES TIPS BOND ETFP$32,111$31,252$859$859
1000 SCHWAB US REIT ETFP$46,494$41,799$4,695$4,695
475 VANGUARD SHORT-TERM INFLATIONP$23,398$23,917-$519-$519
275 VANGUARD TOTAL BOND MKT ETFP$23,167$23,177-$10-$10
ROCHESTER PUBLIC CHARTER PTNRS K-1P$42,589$96,450-$53,861-$53,861
FieldValueIRS element (for citing)
Capital Gain Net Income$585,136CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,678,829AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$34,021,596NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049346DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,626,403AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$33,027,701NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049244DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,570,903AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$30,810,285NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050986DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,465,947AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$31,744,172NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046180DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,507,412AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$32,048,770NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047035DistributionYr5Rt
Total Distribution0.242791TotalDistributionRt
Average Distribution0.048558AverageDistributionRt
Net Vl Noncharitable Assets$33,018,743NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,603,324AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$12,401NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,615,725AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,656,782QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$12,401InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,401SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,401TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,194EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,194TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$25EsPenaltyAmt
Tax Due$232TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTREASURERIndividualWithBooksNm
Phone5854426900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11600 EAST AVEAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14610ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID M WOLK
78 GLEN ACREPITTSFORDNY14534CHAIRMAN5.00$25,000$0$0
MARVIN L WOLK
35 SOUTHWOOD LANEROCHESTERNY14618TREASURER10.00$50,000$0$0
ALVIN L URELES MD
1202 SUMMIT CIRCLE DRROCHESTERNY14618VICE CHAIRMAN5.00$25,000$0$0
MICHAEL B BERGER
4 ROYAL WOODS COURTBUFFALONY14421CO-CHAIR - GRANTS5.00$25,000$0$0
HAROLD SAMLOFF
5 LINDEN COVEPITTSFORDNY14534CO-CHAIR - GRANTS5.00$25,000$0$0
JEREMY WOLK
2 SOUTHERN PARKWAYROCHESTERNY14618SECRETARY5.00$25,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$33,521,566AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$33,521,566TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$33,521,566AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$502,823CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,018,743NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,650,937MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,650,937MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,401TaxBasedOnInvestmentIncomeAmt
Total Tax$12,401TotalTaxAmt
Distributable Before Adj$1,638,536DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,638,536DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,638,536DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,656,782ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,656,782QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$12,401PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,644,381AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,638,536DistributableAsAdjustedAmt
Undistributed Income PY$148,090UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,656,782QualifyingDistributionsAmt
Applied To Year1$148,090AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,508,692AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$129,844UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGRANT COMMITTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11600 EAST AVENUE SUITE 701AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14610ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5854426900RecipientPhoneNum
Form And Info And MaterialsGRANT APPLICATION AS PROVIDED BY THE ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsONLY 501(C)3 ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JEWISH COMMUNITY CENTER OF GREATER ROCHESTER
1200 EDGEWOOD AVENUEROCHESTERNY14618NONE501(C)(3)CAPITAL CAMPAIGN$415,000
JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER
441 EAST AVENUEROCHESTERNY14607NONE501(C)(3)ANNUAL CAMPAIGN$45,000
JEWISH SENIOR LIFE
2021 S WINTON ROADROCHESTERNY14618NONE501(C)(3)GREEN HOUSE$162,000
LIFESPAN
1900 S CLINTON AVEROCHESTERNY14618NONE501(C)(3)SIBLEY CAFE$100,000
MEMORIAL ART GALLERY
500 UNIVERSITY AVENUEROCHESTERNY14607NONE501(C)(3)STORY WALK$25,000
MONROE COMMUNITY COLLEGE FOUNDATION
1000 E HENRIETTA ROADROCHESTERNY14623NONE501(C)(3)SURGICAL LAB$33,000
MONROE COMMUNITY COLLEGE FOUNDATION
1000 E HENRIETTA ROADROCHESTERNY14623NONE501(C)(3)VARIOUS SPECIFIC PROGRAMS$9,000
NUMEROUS SMALL GRANTS - DISCRETIONARY
1600 EAST AVEROCHESTERNY14610NONE501(C)(3)VARIOUS SPECIFIC PROGRAMS$149,750
ROCHESTER FRINGE FESTIVAL
PO BOX 10508ROCHESTERNY14610NONE501(C)(3)ANNUAL CAMPAIGN$10,000
ROCHESTER REGIONAL HEALTH FOUNDATION
100 KINGS HWYROCHESTERNY14617NONE501(C)(3)ATRIUM RENOVATION$100,000
UNIVERSITY OF ROCHESTER
60 CRITTENDEN BLVDROCHESTERNY14625NONE501(C)(3)WOLK PROFESSORSHIP$100,000
UNIVERSITY OF ROCHESTSER
60 CRITTENDEN BLVDROCHESTERNY14642NONE501(C)(3)ATRIUM RENOVATION$150,000
WXXI
280 STATE STREETROCHESTERNY14603NONE501(C)(3)SECOND OPINION - OPIOID CRISIS$20,834
WXXI
280 STATE STREETROCHESTERNY14603NONE501(C)(3)LITTLE THEATRE$50,000
STRONG MUSEUM
ONE MANHATTAN SQUARE DRIVEROCHESTERNY14607NONE501(C)(3)EXPANSION$50,000
JEWISH COMMUNITY CENTER OF GREATER BUFFALO
787 DELAWARE AVENUEBUFFALONY14209NONE501(C)(3)TEEN PROGRAMS$33,000
NUMEROUS SMALL GRANTS
1600 EAST AVEROCHESTERNY14610NONE501(C)(3)VARIOUS SPECIFIC PROGRAMS$18,800
GILDA'S CLUB
255 ALEXANDER STROCHESTERNY14607NONE501(C)(3)CAMP SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,481,384TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JEWISH COMMUNITY CENTER OF GREATER ROCHESTER
1200 EDGEWOOD AVENUEROCHESTERNY14618NONE501(C)(3)CAPITAL CAMPAIGN$785,000
JEWISH SENIOR LIFE
2021 S WINTON ROADROCHESTERNY14618NONE501(C)(3)GREEN HOUSE$1,138,000
MEMORIAL ART GALLERY
500 UNIVERSITY AVENUEROCHESTERNY14607NONE501(C)(3)STORY WALK$75,000
ROCHESTER REGIONAL HEALTH FOUNDATION
89 GENESEE STREETROCHESTERNY14611NONE501(C)(3)ATRIUM RENOVATION$200,000
UNIVERSITY OF ROCHESTER
60 CRITTENDEN BLVDROCHESTERNY14642NONE501(C)(3)WOLK PROFESSORSHIP$200,000
UNIVERSITY OF ROCHESTER
60 CRITTENDEN BLVDROCHESTERNY14642NONE501(C)(3)ATRIUM RENOVATION$150,000
WXXI
280 STATE STREETROCHESTERNY14603NONE501(C)(3)LITTLE THEATRE$100,000
STRONG MUSEUM
ONE MANHATTAN SQUARE DRIVEROCHESTERNY14607NONE501(C)(3)EXPANSION$450,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,098,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$794,599ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$585,136ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,379,735ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,379,735TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$6,650Amt
Net Investment Income$1,330NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,320DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSTOCK & BOND PORTFOLIOSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$20,699,198BookValueAmt
EOYFMV$34,215,084EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE$827$165$662
INSURANCE$2,363$473$1,890
OFFICE SUPPLIES$1,212$242$970
NEW YORK STATE FILING FEE$750$0$750

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$95,993Amt
Net Investment Income$95,993NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$5,269Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.