2020-11-16T13:17:23-06:00 2019-12-31 141555429 UHY ADVISORS NY INC 4 TOWER PLACE EXECUTIVE PARK 7TH FLOOR ALBANY NY 12203 990PF 2019-01-01 237329471 GIDEON LODGE #140 B'NAI B'RITH HOUSING FOUNDATION INC GIDE 5186945901 CO UHY ADVISORS INC 4 TOWER PLA ALBANY NY 12203 DAVID HOLLANDER PRESIDENT 5186945901 2020-11-16 1 WILLIAM KAHN P00543542 5184493166 2020-11-16 209.99.101.4 2020-11-16 12:57:53 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 38E7433D79B23CE2B13F494A9A67D247C4C34F6D 2019 2021-04-22 16:20:28Z X 8699893 X X 196068 196068 123558 1282649 123558 319626 319626 0 0 0 1356 0 0 52831 0 21950 4135 0 0 2250 0 0 430 0 0 1418 0 0 62420 0 21950 439000 439000 501420 0 460950 -181794 319626 11176 8203 8203 3249056 3804413 3804413 3145710 3231592 3231592 1471108 1655685 1655685 375 0 0 7877425 8699893 8699893 0 0 X 0 0 0 0 7877425 8699893 7877425 8699893 7877425 8699893 7877425 -181794 1004262 8699893 0 8699893 NET GAIN ON 2019 INVESTMENT TRANSACTIONS (WITH VARIOUS TRADE DATES) 1261991 1159091 102900 102900 CAPITAL GAINS DIVIDENDS P 20658 20658 20658 123558 0 447653 8544859 0.052389 411154 8451887 0.048646 300000 7952082 0.037726 337338 6746757 0.050000 0.188761 0.047190 8422125 397440 3196 400636 460950 X 3196 0 3196 0 3196 0 0 0 0 121 3317 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 WWW.CFGCR.ORG WILLIAM KAHN TREASURER 5184493166 C/O UHY ADVISORS INC 4 TOWER PLACE ALBANY NY 12203 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID HOLLANDER C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 PRESIDENT 1.00 0 0 0 ILLENE SYKES C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 FIRST VICE-PRESIDENT 1.00 0 0 0 WILLIAM KAHN C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 TREASURER 1.00 0 0 0 ARTHUR ALOWITZ C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 SECRETARY 1.00 0 0 0 WILLIAM GOLDERMAN C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 SECOND VICE-PRESIDENT 1.00 0 0 0 RONALD GREENBERG C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 DIRECTOR 1.00 0 0 0 MICHAEL LURIE C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 DIRECTOR 1.00 0 0 0 JANE SANDERS C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 DIRECTOR 1.00 0 0 0 EDWARD MARINSTEIN C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 DIRECTOR 1.00 0 0 0 ANDREW SAFRANKO C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 DIRECTOR 1.00 0 0 0 ELLEN SAX C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 DIRECTOR 1.00 0 0 0 JAY ROSENBLUM C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 DIRECTOR 1.00 0 0 0 JEFFREY COHEN C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 DIRECTOR 1.00 0 0 0 HARRIS OBERLANDER C/O THE FOUNDATION 4 TOWER PLACE ALBANY NY 12203 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 THE MISSION OF THE FOUNDATION IS TO GRANT FUNDS TO 501(C)3 / NOT-FOR-PROFIT ORGANIZATIONS WHICH SPONSOR CERTAIN HOUSING RELATED PROGRAMS IN THE CAPITAL AREA OF NEW YORK STATE. MORE SPECIFICALLY, THE FOUNDATION PROVIDES SUPPORT TO RESIDENTS OF LOW INCOME RENTAL HOUSING BY PROVIDING RENTAL DWELLING ACCOMMODATIONS AND RELATED SOCIAL AND RECREATIONAL FACILITIES. THROUGH B'NAI B'RITH'S RELATIONSHIP WITH THE COMMUNITY FOUNDATION OF THE GREATER CAPITAL REGION (CFGCR), CERTAIN PRELIMINARY COMPETITIVE GRANT CYCLE WORK EFFORTS, INCLUDING THE INITIAL REVIEW OF GRANT APPLICATIONS, AN ANALYSIS OF GRANTEE NEEDS AND PAST PERFORMANCE, FOLLOW-UP GRANTEE REPORTING AND THE INITIAL DETERMINATION OF GRANT RANKINGS ARE PERFORMED BY CFGCR. FINAL AWARD DECISIONS ARE COMPLETED BY THE B'NAI B'RITH GRANTS COMMITTEE AND, SUBSEQUENTLY, ITS BOARD OF DIRECTORS. IN 2019, $439,000 IN GRANTS WERE AWARDED TO APPROXIMATELY 30 COMMUNITY ORGANIZATIONS IN SUPPORT OF HOUSING RELATED PROGRAMS. 439000 0 8540692 9689 0 8550381 0 0 8550381 128256 8422125 421106 421106 3196 3196 417910 0 417910 0 417910 460950 0 460950 3196 457754 417910 0 0 22266 22266 460950 0 0 0 417910 43040 0 0 65306 0 0 0 0 0 0 0 65306 22266 43040 X ALBANY HOUSING COALITION INC 278 CLINTON AVE ALBANY NY 12210 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 20000 ALBANY JEWISH COMMUNITY CENTER 340 WHITEHALL RD ALBANY NY 12208 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 25000 BETTER NEIGHBORHOODS INC 120 EMMONS ST SCHENECTADY NY 12304 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 15000 BOYS AND GIRLS CLUBS OF THE CAPITAL AREA 21 DELAWARE AVE ALBANY NY 12210 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 10000 CAPITAL AREA COUNCIL OF CHURCHES UNUSED GRANT FUNDS FROM PRIOR YEAR 646 STATE ST ALBANY NY 12203 N/A 501(C)3 ORGANIZATION RETURN OF PRIOR YEAR UNEXPENDED GRANT FUNDS -5000 CAPITAL ROOTS INC 594 RIVER ST TROY NY 12180 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 17500 CHABAD AT UNION COLLEGE 225 SEWARD PL SCHENECTADY NY 12305 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 5000 CHABAD LUBAVITCH OF SARATOGA COUNTY 130 CIRCULAR ST SARATOGA SPRINGS NY 12866 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 2500 CITY MISSION OF SCHENECTADY 425 HAMILTON ST SCHENECTADY NY 12305 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 5000 DAUGHTERS OF SARAH FOUNDATION INC 180 WASHINGTON AVE EXT ALBANY NY 12203 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 18000 EQUINOX INC 320 NEW SCOTLAND AVE ALBANY NY 12208 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 20000 FOOD PANTRIES FOR THE CAPITAL DISTRICT INC 32 ESSEX ST ALBANY NY 12206 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 20000 HOMELESS AND TRAVELERS AID SOCIETY 138 CENTRAL AVE ALBANY NY 12206 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 20000 INTERFAITH PARTNERSHIP FOR THE HOMELESS 176 SHERIDAN AVE ALBANY NY 12210 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 20000 JEWISH COMMUNITY CENTER OF SCHENECTADY 2565 BALLTOWN RD SCHENECTADY NY 12309 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 25000 JEWISH FAMILY SERVICES OF NORTHEASTERN NY 877 MADISON AVE ALBANY NY 12208 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 8000 JEWISH FEDERATION OF NORTHEASTERN NY 184 WASHINGTON AVE EXT ALBANY NY 12203 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 25000 JOSEPH'S HOUSE AND SHELTER INC 74 FERRY ST TROY NY 12180 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 15000 LEGAL AID SOCIETY OF NORTHEASTERN NY 95 CENTRAL AVE ALBANY NY 12206 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 15000 MECHANICVILLE AREA COMMUNITY SERVICES CENTER INC 6 SOUTH MAIN ST MECHANICVILLE NY 12118 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 7500 NEW YORK STATEWIDE SENIOR ACTION COUNCIL INC 275 STATE ST ALBANY NY 12110 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 10000 REFUGEE AND IMMIGRANT SUPPORT SERVICES RISSE 715 MORRIS ST ALBANY NY 12208 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 12000 SCHENECTADY COMMUNITY ACTION PROGRAM INC 913 ALBANY ST SCHENECTADY NY 12307 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 15000 SENIOR SERVICE CENTERS OF THE ALBANY AREA INC 28 COLVIN AVE ALBANY NY 12206 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 15000 SHABBOS HOUSE CHABAD CENTER 320 FULLER RD ALBANY NY 12203 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 3500 SHALOM FOOD PANTRY 393 DELAWARE AVE DELMAR NY 12054 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 5000 ST CATHERINE'S CENTER FOR CHILDREN 40 NORTH MAIN AVE ALBANY NY 12203 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 10000 TAP INC 210 RIVER ST TROY NY 12180 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 15000 TRINITY ALLIANCE OF THE CAPITAL REGION INC 15 TRINITY PL ALBANY NY 12202 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 25000 UNITED TENANTS OF ALBANY INC 255 ORANGE ST ALBANY NY 12210 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 20000 X-QUEST INC 826 STATE ST SCHENECTADY NY 12307 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 5000 YWCA OF SCHENECTADY 44 WASHINGTON AVE SCHENECTADY NY 12305 N/A 501(C)3 ORGANIZATION RESTRICTED PROGRAM GRANT 15000 439000 0 196068 123558 0 0 319626 319626 4 THE FOUNDATION'S INVESTMENTS ALLOW FOR THE ANNUAL FUNDING OF GRANTS. 8 THE FOUNDATION'S INVESTMENTS ALLOW FOR THE ANNUAL FUNDING OF GRANTS. 0 0 0 0 0 0 0 0 0 0 FIXED INCOME SECURITIES 3231592 3231592 EQUITY SECURITIES 3804413 3804413 OTHER MANAGED INVESTMENTS / OVERLAY FMV 1587881 1587881 INVESTMENT CASH AT COST 67804 67804 LEGAL FEES 1356 0 0 SECURITY DEPOSIT 375 0 0 INSURANCE (D+O) 1418 0 0 ADJUSTMENT FOR UNREALIZED GAIN/LOSS 1004262 GRANT ADMINISTRATION FEES (CFGCR-SEE STMT 14) 21950 0 21950 INVESTMENT MANAGEMENT FEES (BERNSTEIN) 30881 0 0 FEDERAL EXCISE TAX 3885 0 0 NYS CHAR 500 FEE 250 0 0