2020-11-12T07:31:49-06:00 2019-12-31 161131146 BONADIO & CO LLP 100 CORPORATE PARKWAY SUITE 200 AMHERST NY 14226 990 2019-01-01 166023261 THE FOUNDATION FOR JEWISH PHILANTHROPIES INC FOUN 7162041133 2640 NORTH FOREST ROAD NO 200 GETZVILLE NY 140681573 IRVING LEVY EXECUTIVE DIRECTOR 7162041133 2020-11-09 1 JUSTIN N REID P01321869 7162506600 4.15.88.234 2020-11-09 13:51:28 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 32AE98D72E6A2A00FCA2CEC16EA43196803E5678 2019 2021-01-29 14:40:06Z IRVING LEVY 2640 NORTH FOREST ROAD NO 200 GETZVILLE NY 140681573 90242906 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. 22 22 12 22 0 0 5846563 5528513 342740 370301 4030303 2555935 4017835 2967200 14237441 11421949 9640787 7519555 0 0 1098077 1048249 0 0 102017 2498588 2199262 13237452 10767066 999989 654883 205051604 222944590 69615193 77561281 135436411 145383309 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 10088763 7519555 1920301 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. 10088763 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 12 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 1 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 MAXINE AWNER DIRECTOR 1.00 X 0 0 0 DAVID FEUERSTEIN HONORARY TRUSTEE 1.00 X 0 0 0 LEONARD FREED DIRECTOR 1.00 X 0 0 0 GRETCHEN GROSS VICE PRESIDENT 1.00 X X 0 0 0 DANIEL KESTER VICE PRESIDENT 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 PENNY MYERS DIRECTOR 1.00 X 0 0 0 JOEL PAULL DIRECTOR 1.00 X 0 0 0 JONATHAN SCHECHTER TREASURER 1.00 X X 0 0 0 BARBARA SITRIN DIRECTOR 1.00 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 IRVING LEVY EXECUTIVE DIRECTOR 40.00 X 188560 0 18636 TERESA DAVID DIRECTOR OF FINANCE 40.00 X 72331 0 21093 LYNN CATALANO DIRECTOR OF DEVELOPMENT 40.00 X 131652 0 0 392543 0 39729 2 0 1 0 0 5528513 3612227 5528513 FUND CHARGES 561000 370301 370301 370301 1884915 1884915 79491977 78820957 671020 671020 671020 DEATH BENEFITS 561000 1550000 1550000 INCOME FROM DISREGARDED ENTITIES 561000 1417200 1417200 2967200 11421949 1920301 0 3973135 7274545 7274545 43010 43010 202000 202000 226602 22660 203942 614183 433407 135091 45685 25771 11873 10617 3281 119441 64498 46582 8361 62252 33616 24278 4358 84009 45365 32763 5881 40500 40500 5573 5573 6195 6195 27020 19614 6279 1127 25131 6716 3365 15050 54539 29451 21270 3818 6200 3348 2418 434 38714 33101 4759 854 37048 32686 3698 664 37616 20313 14670 2633 LIFE INSURANCE PREMIUMS 1726899 1726899 PROGRAM 57303 57303 EQUIPMENT RENTAL AND MA 33495 18087 13063 2345 MISCELLANEOUS 19020 10271 7418 1331 10767066 10088763 576286 102017 13607099 15030498 1923248 2217565 7672513 7738622 929467 561390 405125 368077 100712674 117477395 22950000 20214452 57780945 59897981 205051604 222944590 1921332 1669117 48192588 53017711 205051 19296222 22874453 69615193 77561281 X 113191404 118637242 22245007 26746067 135436411 145383309 205051604 222944590 X 654883 8138325 1153690 X X 0 1 X 1 0 X 5797760 32867604 8275424 5846563 9140740 61928091 5797760 32867604 8275424 5846563 9140740 61928091 26639809 35288282 1505182 1944015 2685375 5076790 3302115 14513477 412851 1600000 2603660 1550000 6166511 82608079 0.42720 0.46580 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 279 3898526 7512536 134284377 1 1 0 1 X 22245007 1402647 2488125 610287 26746067 21864483 2348342 -780818 1187000 22245007 17175408 873754 2582099 347744 20283517 15384913 1505049 1026940 741494 17175408 16153822 190 -11549 757550 15384913 0.00000 0.64000 0.36000 0 0 929467 561390 368077 368077 82 SHARES BERSKIRE HATHAWAY INC. CLASS A 20214452 F 20214452 CASH SURRENDER VALUE LIFE INSURANCE 2887454 OTHER ASSETS 2375569 LIFE SETTLEMENT CONTRACTS 7530219 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 24116561 BUILDINGS OWNED BY LLC'S 22988178 59897981 LIABILITY TO DONORS 22874453 22874453 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 202000 0 0 0 0 0 0 202000 0 202000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL SUPPORT 202000 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 AJC WEST COAST FLORIDA 1605 MAIN STREETSUITE 612 SARASOTA FL 34236 135563393 501 C(3) 30989 GENERAL PURPOSES ALBRIGHT-KNOX ART GALLERY PO BOX 8000DEPARTMENT 028 BUFFALO NY 14267 166001555 501 C(3) 65400 GENERAL PURPOSES AMERICAN COMMITTEE FOR SHAARE TZEDEK 55 W 39TH STREET 4TH FLOOR NEW YORK NY 10018 135645878 501 C(3) 20000 GENERAL PURPOSES AMERICAN FRIENDS OF KOLLEL OHR YOSEF 1327 EAST 26TH STREET BROOKLYN NY 11210 133979889 501 C(3) 8000 GENERAL PURPOSES AMERICAN JEWISH COMMITTEE THE JACOB BLAUSTEIN COMMITTEE165 EAST 56TH STREET NEW YORK NY 10022 135563393 501 C(3) 90800 GENERAL PURPOSES AMERICAN RED CROSS 786 DELAWARE AVENUE BUFFALO NY 14209 530196605 501 C(3) 5950 GENERAL PURPOSES ANIMAL RESCUE COALITION OF SARASOTA 6320 TOWER LANE SARASOTA FL 34240 650950292 501 C(3) 10000 GENERAL PURPOSES ARTPARK 450 SOUTH 4TH STREET LEWISTON NY 14092 237086200 501 C(3) 13750 GENERAL PURPOSES AURORA WALDORF SCHOOL 525 WEST FALLS ROAD WEST FALLS NY 14170 161402664 501 C(3) 10000 GENERAL PURPOSES AVIVA JEWISH HOUSING COUNCIL FOUNDATION 1955 N HONORE AVENUESTE B1 SARASOTA FL 34235 200910348 501 C(3) 24133 GENERAL PURPOSES BAIS LUBAVITCH PO BOX 153 GETZVILLE NY 14068 161047850 501 C(3) 12000 GENERAL PURPOSES BAIS MORDECHAI C/O RABBI SCHMUEL BRESKIN825 FOREST AVE APT 23C LAKEWOOD NJ 08701 223169560 501 C(3) 5000 GENERAL PURPOSES BESTSELF BEHAVIORAL HEALTH 255 DELAWARE AVENUESUITE 300 BUFFALO NY 14202 161416158 501 C(3) 10000 GENERAL PURPOSES BETH JACOB CONGREGATION 9030 WEST OLYMPIC BLVD BEVERLY HILLS CA 90211 951652903 501 C(3) 8060 GENERAL PURPOSES BEV HARTIG HUNTINGON DISEASE FOUNDATION PO BOX 7228 FISHERS IN 46038 460990518 501 C(3) 5000 GENERAL PURPOSES BOOKS FOR KIDS C/O BUFFALO NEWSONE NEWS PLAZA BUFFALO NY 14240 203790563 501 C(3) 7100 GENERAL PURPOSES BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501 C(3) 262500 GENERAL PURPOSES BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 042312909 501 C(3) 25000 GENERAL PURPOSES BUFFALO AND ERIE COUNTY PUBLIC LIBRARY 1 LAFAYETTE SQUARE BUFFALO NY 14203 166032029 501 C(3) 15550 GENERAL PURPOSES BUFFALO BOTANICAL GARDENS 2655 SOUTH PARK AVENUE BUFFALO NY 142181526 222514024 501 C(3) 154050 GENERAL PURPOSES BUFFALO CITY MISSION PO BOX 496 BUFFALO NY 14205 160743965 501 C(3) 11771 GENERAL PURPOSES BUFFALO HADASSAH 2640 NORTH FOREST ROAD GETZVILLE NY 14068 161040297 501 C(3) 7556 GENERAL PURPOSES BUFFALO HISTORY MUSEUM ONE MUSEUM COURT BUFFALO NY 14216 166000166 501 C(3) 5950 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 2640 NORTH FOREST ROADSUITE 300 GETZVILLE NY 14068 160743210 501 C(3) 567345 GENERAL PURPOSES BUFFALO OLMSTED PARKS CONSERVANCY 84 PARKSIDE AVENUE BUFFALO NY 14214 222720927 501 C(3) 51900 GENERAL PURPOSES BUFFALO PHILHARMONIC ORCHESTRA 786 DELAWARE AVENUE 2 BUFFALO NY 142092006 222270540 501 C(3) 61850 GENERAL PURPOSES BUFFALO SEMINARY 205 BIDWELL PARKWAY BUFFALO NY 14222 160367980 501 C(3) 17450 GENERAL PURPOSES BUFFALO SOCIETY OF NATURAL SCIENCES 1020 HUMBOLDT PARKWAY BUFFALO NY 14211 166000178 501 C(3) 6928 GENERAL PURPOSES BUFFALO THERAPEUTIC RIDING CENTER 950 AMHERST STREET BUFFALO NY 14216 161384642 501 C(3) 16000 GENERAL PURPOSES BUFFALO ZOO 300 PARKSIDE AVENUE BUFFALO NY 142141999 160911204 501 C(3) 17250 GENERAL PURPOSES BURCHFIELD PENNEY ART CENTER 1300 ELMWOOD AVENUE BUFFALO NY 142221095 161596245 501 C(3) 34930 GENERAL PURPOSES CAMP SENECA LAKE C/O JEWISH COMMUNITY CENTER ROCHESTER1200 EDGEWOOD AVENUE ROCHESTER NY 14618 160743060 501 C(3) 5000 GENERAL PURPOSES CANISIUS HIGH SCHOOL 1180 DELAWARE AVENUE BUFFALO NY 14209 160743943 501 C(3) 25500 GENERAL PURPOSES CENTER FOR JEWISH ENGAGEMENT AND LEARNING 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760886 501 C(3) 5000 GENERAL PURPOSES CENTRAL FUND OF ISRAEL 980 6TH AVENUE NEW YORK NY 10018 132992985 501 C(3) 8000 GENERAL PURPOSES CHABAD HOUSE OF BUFFALO PO BOX 153 GETZVILLE NY 14068 161047850 501 C(3) 24885 GENERAL PURPOSES CHABAD OF EAST BOCA RATON 120 NORTHEAST 1ST AVENUE BOCA RATON FL 33432 870725063 501 C(3) 7960 GENERAL PURPOSES CHASDEI DAVID 5314 16TH AVENUE 221 BROOKLYN NY 11204 204081578 501 C(3) 10750 GENERAL PURPOSES CHAUTAUQUA FOUNDATION PO BOX 28 CHAUTAUQUA NY 14722 166028421 501 C(3) 80000 GENERAL PURPOSES COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY 45 JEWETT AVE SUITE 150 BUFFALO NY 14214 160911473 501 C(3) 6000 GENERAL PURPOSES COMMUNITY FOUNDATION FOR GREATER BUFFALO LARKIN AT EXCHANGE726 EXCHANGE STREET SUITE 525 BUFFALO NY 14210 222743917 501 C(3) 24420 GENERAL PURPOSES COMMUNITY FOUNDATION OF TOMPKINS COUNTY 200 E BUFFALO STREETSUITE 202 ITHACA NY 14850 161587553 501 C(3) 100000 GENERAL PURPOSES CONGREGATION BETH ABRAHAM 1073 ELMWOOD AVENUE BUFFALO NY 14222 900671463 501 C(3) 6518 GENERAL PURPOSES CONGREGATION SHIR SHALOM 4660 SHERIDAN DRIVE WILLIAMSVILLE NY 14221 455482140 501 C(3) 24548 GENERAL PURPOSES CONGREGATION YAGDIL TORAH 298 NW 45TH STREET BOCA RATON FL 33431 274230111 501 C(3) 7500 GENERAL PURPOSES CRADLE BEACH CAMP INC 8038 OLD LAKE SHORE ROAD ANGOLA NY 14006 160743025 501 C(3) 17171 GENERAL PURPOSES CRISIS SERVICES FOUNDATION 100 RIVER ROCK DRIVE SUITE 300 BUFFALO NY 14207 222954538 501 C(3) 5000 GENERAL PURPOSES DAVID GORDON LOUIS DANIEL FOUNDATION PO BOX 7137 MCLEAN VA 22106 201562086 501 C(3) 7000 GENERAL PURPOSES DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 21741 133433452 501 C(3) 10150 GENERAL PURPOSES ELMWOOD FRANKLIN SCHOOL 104 NEW AMSTERDAM AVENUE BUFFALO NY 14216 160743000 501 C(3) 5500 GENERAL PURPOSES FACING HISTORY AND OURSELVES 16 HURD ROAD BROOKLINE MA 024456919 042761636 501 C(3) 12500 GENERAL PURPOSES FAMILY READING PARTNERSHIP 54 GUNDERMAN ROAD ITHACA NY 14850 161594725 501 C(3) 35000 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) 500000 GENERAL PURPOSES FJP - JEWISH COMMUNITY CENTER JEWISH COMMUNITY CENTER GETZVILLE NY 14068 160760887 501 C(3) 155150 GENERAL PURPOSES FOOD BANK OF WNY FEEDMORE WNY 100 JAMES E CASEY DRIVE BUFFALO NY 14206 222470820 501 C(3) 8600 GENERAL PURPOSES FRIENDS OF NAHAL HAREDI 586 SUNDERLAND ROAD TEANECK NJ 07666 134069565 501 C(3) 10000 GENERAL PURPOSES FRIENDS OF THE NIGHT PEOPLE DEPT 758 PO BOX 8000 BUFFALO NY 14267 161086657 501 C(3) 5476 GENERAL PURPOSES GEMACH OF JACKSON 2 HARVEST COURT JACKSON NJ 08527 814488281 501 C(3) 6000 GENERAL PURPOSES HEBREW BENEVOLENT LOAN ASSOCIATION 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160835113 501 C(3) 19280 GENERAL PURPOSES HILLEL OF BUFFALO 520 LEE ENTRANCEUB COMMONS SUITE 101B AMHERST NY 14228 166065281 501 C(3) 44009 GENERAL PURPOSES HOLOCAUST RESOURCE CENTER 2640 NORTH FOREST ROAD GETZVILLE NY 14068 161264021 501 C(3) 3530 GENERAL PURPOSES HOSPICE FOUNDATION OF WNY 225 COMO PARK BOULEVARD CHEEKTOWAGA NY 14227 223137812 501 C(3) 92411 GENERAL PURPOSES INTERNATIONAL CAMPAIGN FOR TIBET PO BOX 9005 WALDORF MD 206049005 521570071 501 C(3) 5000 GENERAL PURPOSES JEWISH COMMUNAL FUND 575 MADISON AVENUE SUITE 703 NEW YORK NY 10022 237174183 501 C(3) 50000 GENERAL PURPOSES JEWISH COMMUNITY CENTER OF GREATER BUFFALO 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760887 501 C(3) 49906 GENERAL PURPOSES JEWISH DISCOVERY CENTER 757 HOPKINS ROAD WILLIAMSVILLE NY 14221 161440147 501 C(3) 88365 GENERAL PURPOSES JEWISH FAMILY SERVICE 70 BARKER STREET BUFFALO NY 142092013 160760888 501 C(3) 17416 GENERAL PURPOSES JEWISH FEDERATION CEMETERY CORPORATION 2640 NORTH FOREST ROADSUITE 300 GETZVILLE NY 14068 161157277 501 C(3) 2100 GENERAL PURPOSES JEWISH FEDERATION OF GREATER PHOENIX 12701 N SCOTTSDALE ROADSTE 201 SCOTTSDALE AZ 852545433 453910992 501 C(3) 36800 GENERAL PURPOSES JEWISH FEDERATION OF PALM BEACH COUNTY 1 HAVARD CIRCLE SUITE 100 WEST PALM BEACH FL 33409 590948696 501 C(3) 11200 GENERAL PURPOSES JEWISH FEDERATION SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BOULEVARD BOCA RATON FL 334281788 591945109 501 C(3) 6000 GENERAL PURPOSES JEWISH HERITAGE DAY SCHOOL 411 JOHN JAMES AUDUBON PARKWAY AMHERST NY 14228 161468106 501 C(3) 61500 GENERAL PURPOSES JEWISH NATIONAL FUND 42 E 69TH STREET NEW YORK NY 10021 832880252 501 C(3) 5400 GENERAL PURPOSES JFCS OF THE SUNCOAST INC 2688 FRUITVILLE ROAD SARASOTA FL 34237 592693318 501 C(3) 10000 GENERAL PURPOSES JOINT DISTRIBUTION COMMITTEE 220 E 42ND STREETSUITE 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) 6604 GENERAL PURPOSES KARMA YOGA OUTREACH INC 2888 RINGLING BLVD SARASOTA FL 34237 475644799 501 C(3) 10000 GENERAL PURPOSES KATZ HILLEL DAY SCHOOL 21011 95TH AVE SOUTH BOCA RATON FL 33428 650489297 501 C(3) 8000 GENERAL PURPOSES KEHILLAT OHR TZION 879 HOPKINS ROAD WILLIAMSVILLE NY 14221 510417564 501 C(3) 15076 GENERAL PURPOSES KOLLEL ZICHRON BINYAMIN YOSEF 160 SEMINOLE DRIVE LAKEWOOD NJ 08701 453773645 501 C(3) 10000 GENERAL PURPOSES LAFAYETTE COLLEGE DEVELOPMENT OFFICE616 PARSONS STREET EASTON PA 18042 240795686 501 C(3) 88000 GENERAL PURPOSES LUBAVITCH GIRLS HIGH SCHOOL OF CHICAGO 6350 NORTH WHIPPLE STREET CHICAGO IL 60659 363848131 501 C(3) 6000 GENERAL PURPOSES MAKE-A-WISH FOUNDATION 100 SYLVAN PARKWAY SUITE 101 AMHERST NY 14228 223215726 501 C(3) 10280 GENERAL PURPOSES MESIVTA OF GREATER LOS ANGELES 25115 MUREAU ROAD CALABASAS CA 91302 954621495 501 C(3) 22180 GENERAL PURPOSES MESORAH HERITAGE FOUNDATION 4401 2ND AVENUE BROOKLYN NY 11232 112981112 501 C(3) 20000 GENERAL PURPOSES MOTE MARINE LABORATORY 1600 KEN THOMPSON PKWY SARASOTA FL 34236 590756643 501 C(3) 1192443 GENERAL PURPOSES MOUNT SINAI HOSPITAL 1 GUSTAVE L LEVY PLACE PO BOX 1079 NEW YORK NY 10029 131624096 501 C(3) 25000 GENERAL PURPOSES NASSAU COUNTY AHRC FOUNDATION INC 189 WHEATLEY ROAD BROOKVILLE NY 11545 133779611 501 C(3) 5000 GENERAL PURPOSES NATE'S HONOR ANIMAL RESCUE 4951 LORRAINE ROAD BRADENTON FL 34211 260878064 501 C(3) 70000 GENERAL PURPOSES NATHAN BENDERSON COMMUNITY PARK FOUNDATION 7978 COOPER CREEK BOULEVARD SUITE 100 UNIVERSITY PARK FL 34201 471806664 501 C(3) 75000 GENERAL PURPOSES NATIONAL FEDERATION FOR JUST COMMUNITIES OF WNY 360 DELAWARE AVENUE SUITE 106 BUFFALO NY 14202 203185568 501 C(3) 5450 GENERAL PURPOSES NATIONAL INNER CITIES YOUTH OPPORTUNITIES INC 549 LINWOOD AVENUE BUFFALO NY 14209 161148412 501 C(3) 10000 GENERAL PURPOSES NEURO CHALLENGE FOUNDATION 722 APEX ROAD SUITE A SARASOTA FL 34240 722342402 501 C(3) 5000 GENERAL PURPOSES NEW ERA FOUNDATION 160 DELAWARE AVENUE BUFFALO NY 14202 811548325 501 C(3) 12500 GENERAL PURPOSES NEW PHOENIX THEATRE ON THE PARK 95 JOHNSON PARK BUFFALO NY 14201 161521069 501 C(3) 13448 GENERAL PURPOSES NICHOLS SCHOOL 1250 AMHERST STREET BUFFALO NY 14216 160755808 501 C(3) 55730 GENERAL PURPOSES OHR TEMIMIM SCHOOL 411 JOHN JAMES AUDUBON PARKWAY AMHERST NY 14228 161468106 501 C(3) 15150 GENERAL PURPOSES OLMSTED CENTER FOR SIGHT 1170 MAIN STREET BUFFALO NY 142092331 160743930 501 C(3) 5900 GENERAL PURPOSES OUR LADY OF THE ROSARY CATHOLIC CHURCH PO BOX 8396 GREENVILLE SC 29604 570342510 501 C(3) 5000 GENERAL PURPOSES PARK SCHOOL OF BUFFALO 4625 HARLEM ROAD BUFFALO NY 14226 160755814 501 C(3) 157446 GENERAL PURPOSES PLANNED PARENTHOOD OF CENTRAL AND WNY 2697 MAIN STREET BUFFALO NY 142141701 352173981 501 C(3) 14375 GENERAL PURPOSES PLANNED PARENTHOOD OF SOUTHWEST & CENTRAL FLORIDA 736 CENTRAL AVENUE SARASOTA FL 34236 591274328 501 C(3) 25000 GENERAL PURPOSES POLICY STUDIES ORGANIZATION 1527 NEW HAMPSHIRE AVENUE NW WASHINGTON DC 20036 237163011 501 C(3) 50000 GENERAL PURPOSES PROJECT INSPIRE 915 CLIFTON AVENUE SUITE 7 CLIFTON NJ 07013 471117817 501 C(3) 5000 GENERAL PURPOSES PROSPECT PARK ALLIANCE INC 95 PROSPECT PARK WEST BROOKLYN NY 11215 112843763 501 C(3) 7500 GENERAL PURPOSES REAL CLEAR DAF INC 123 PRESSBURG LANE LAKEWOOD NJ 08701 472113780 501 C(3) 5000 GENERAL PURPOSES ROCHESTER EDUCATION FOUNDATION 250 MILL STREET ROCHESTER NY 14614 270132133 501 C(3) 30000 GENERAL PURPOSES ROMULUS FOUNDATION FOR EDUCATIONAL OPPORTUNITIES 5705 MAIN STREET ROMULUS NY 14541 223688238 501 C(3) 10000 GENERAL PURPOSES ROSWELL PARK ALLIANCE FOUNDATION ELM AND CARLTON STREETS BUFFALO NY 14263 161391608 501 C(3) 35260 GENERAL PURPOSES SALVATION ARMY WNY CHAPTER960 MAIN STREET BUFFALO NY 14202 135562351 501 C(3) 17550 GENERAL PURPOSES SARASOTA COUNTY ROWING CLUB PO BOX 184 OSPREY FL 34229 651096968 501 C(3) 10000 GENERAL PURPOSES SARASOTA MANATEE JEWISH FEDERATION 580 MCINTOSH ROAD SARASOTA FL 34232 591227747 501 C(3) 11931 GENERAL PURPOSES SATURN CLUB HISTORIC PRESERVATION FOUNDATION 977 DELAWARE AVE BUFFALO NY 14209 201840639 501 C(3) 50000 GENERAL PURPOSES SAY YES BUFFALO 712 MAIN STREET BUFFALO NY 14202 223139858 501 C(3) 12500 GENERAL PURPOSES SCIENCENTER 601 FIRST STREET ITHACA NY 14850 222470652 501 C(3) 10000 GENERAL PURPOSES SHAW FESTIVAL FOUNDATION PO BOX 628 LEWISTON NY 14092 222809351 501 C(3) 8800 GENERAL PURPOSES ST AGNES SCHOOL 60 PARK PLACE AVON NY 14414 160775001 501 C(3) 10000 GENERAL PURPOSES SUNCOAST AQUATIC NATURE CENTER ASSOCIATES 5851 NATHAN BENDERSON CIRCLE SARASOTA FL 34235 452641647 501 C(3) 379457 GENERAL PURPOSES TEAM TONY CANCER FOUNDATION 3850 SOUTH OSPREY AVENUESUITE 203 SARASOTA FL 34239 273755241 501 C(3) 13365 GENERAL PURPOSES TEMPLE BETH TZEDEK 1641 N FOREST ROAD WILLIAMSVILLE NY 14221 262794681 501 C(3) 70555 GENERAL PURPOSES TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 142261497 160755891 501 C(3) 54854 GENERAL PURPOSES TEMPLE EMANU-EL 151 MCINTOSH ROAD HONOLULU HI 96817 591145961 501 C(3) 18000 GENERAL PURPOSES THE SHUL 9540 COLLINS AVENUE SURFSIDE FL 33154 592302315 501 C(3) 6000 GENERAL PURPOSES TOMPKINS COUNTY PUBLIC LIBRARY FOUNDATION 101 EAST GREEN STREET ITHACA NY 14850 161422052 501 C(3) 50000 GENERAL PURPOSES TORAH ACADEMY OF BOCA RATON 3881 NW 3RD AVENUE BOCA RATON FL 33431 650788118 501 C(3) 14400 GENERAL PURPOSES UB FOUNDATION INC PO BOX 900 BUFFALO NY 14226 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GETZVILLE NY 14068 161376699 501 C(3) 6435 GENERAL PURPOSES WESTERN NEW YORK LAND CONSERVANCY PO BOX 471 EAST AURORA NY 140520471 223160426 501 C(3) 11500 GENERAL PURPOSES WESTMINSTER PRESBYTERIAN SOCIETY OF BUFFALO 724 DELAWARE AVENUE BUFFALO NY 14209 160743224 501 C(3) 144375 GENERAL PURPOSES WNED HORIZONS PLAZAPO BOX 1263 BUFFALO NY 142401263 160834459 501 C(3) 7610 GENERAL PURPOSES YALDEI SHLUCHEI HAREBBE 353 KINGSTON AVENUESUITE 302 BROOKLYN NY 11213 264480126 501 C(3) 6000 GENERAL PURPOSES YESHIVA DAY SCHOOL OF LAS VEGAS 55 N VALLE VERDE DRIVE HENDERSON NV 89074 260736080 501 C(3) 32000 GENERAL PURPOSES YOUNG ARTS ARIZONA LTD 2009 NORTH 7TH STREET PHOENIX AZ 85006 860933814 501 C(3) 7000 GENERAL PURPOSES YOUNG ISRAEL OF GREATER BUFFALO 105 MAPLE ROAD WILLIAMSVILLE NY 14221 237393735 501 C(3) 13498 GENERAL PURPOSES FINANCIAL ASSISTANCE FOR ACADEMIC SCHOLARSHIP AWARDS AND ISRAEL SCHOLARSHIPS 17 43010 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 0 0 0 0 0 0 0 0 IRVING LEVY EXECUTIVE DIRECTOR 188560 0 0 0 0 0 0 1236 17400 0 205960 1236 0 0 X 138 3160175 MEDIANPRICE GIFTDATE 0 1 1 PART I, LINE 32B: BROKERS ARE USED TO SELL NON CASH DONATIONS OF SECURITIES. FORM 990, PART VI, SECTION A, LINE 2 HONORARY TRUSTEE, GORDON GROSS, AND BOARD MEMBER, GRETCHEN GROSS ARE HUSBAND AND WIFE. 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 1,040,873. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 154,223. REMAINDER DISTRIBUTION -41,406. 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 206555 3352687 FOUNDATION FOR JEWISH PHILANTHROPIES GRAPE DAY LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 328564 5289213 FOUNDATION FOR JEWISH PHILANTHROPIES 93 ILRPT LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 882081 14346278 FOUNDATION FOR JEWISH PHILANTHROPIES