ESL CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ESL CHARITABLE FOUNDATION INC (EIN 82-0548352)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202043159349100949
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T13:06:07-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820548352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESL CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ESLC | BusinessNameControlTxt |
| Phone | 5853361000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 CHESTNUT STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 146042424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM ROGERS | PersonNm |
| Person Title | FIRST VICE CHAIR & TREASURER | PersonTitleTxt |
| Phone | 5853361000 | PhoneNum |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2020-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.20.138.177 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 13:59:55 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 94302E12F8DA8C1D841577056D0A0625F22C54D1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,716,293 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,299,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,299,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,747,830 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,736,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,747,830 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,147,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,047,387 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $97,006 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $97,006 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,899 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,826 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $23,609 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,609 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $421 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $421 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,926 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $425 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,780 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $208,287 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,110 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,120,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,471,694 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,328,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,520,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,180,980 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,948,656 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,410,665 | CashBOYAmt |
| Cash EOY | $1,946,425 | CashEOYAmt |
| Cash EOYFMV | $1,946,425 | CashEOYFMVAmt |
| US Government Obligations BOY | $724,710 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,286,883 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,286,883 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,012,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,573,954 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,573,954 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,760,707 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,684,800 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,684,800 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $572,679 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $596,771 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $596,771 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $7,537,230 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,621,101 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,621,101 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,131 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,772 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,185 | LandBOYAmt |
| Land EOY | $6,359 | LandEOYAmt |
| Land EOYFMV | $6,359 | LandEOYFMVAmt |
| Total Assets BOY | $45,027,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,716,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,716,293 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $675 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $406,500 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,627,569 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,275,955 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $13,691 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $160,242 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,641,935 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,842,697 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $42,385,569 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,873,596 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,385,569 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,873,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,027,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,716,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,385,569 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,180,980 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,669,007 | OtherIncreasesAmt |
| Subtotal | $42,873,596 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,873,596 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SCHWAB - PUBLICLY TRADED SECURITIES - ST | 2019-01-01 | 2019-12-31 | $808,812 | $856,673 | -$47,861 | -$47,861 |
| SCHWAB - PUBLICLY TRADED SECURITIES - LT | 2018-12-31 | 2019-12-31 | $4,795,989 | $4,889,681 | -$93,692 | -$93,692 |
| GAIN ON SALE OF SECURITIES | 2018-12-31 | 2019-12-31 | $26,131,587 | $23,242,204 | $2,889,383 | $2,889,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,747,830 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,046,654 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,433,918 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,939,724 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,793,932 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089003 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,319,242 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $893,824 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $907,549 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.151906 | TotalDistributionRt |
| Average Distribution | 0.030381 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,285,930 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,375,832 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,487 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,415,319 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,520,804 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $39,487 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,487 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,487 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,234 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $48,506 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $59,740 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $147 | EsPenaltyAmt |
| Overpayment | $20,106 | OverpaymentAmt |
| Applied To ES Tax | $20,106 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ESL FEDERAL CREDIT UNION | IndividualWithBooksNm |
| Phone | 5853361000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 CHESTNUT STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TOM ROGERS | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | VICE CHAIR & TREASURER | 1.00 | $0 | $0 | $0 |
| FAHEEM MASOOD | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | FIRST VICE CHAIR | 1.00 | $0 | $0 | $0 |
| ARLINE SANTIAGO | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | VICE CHAIR & SECRETARY | 1.00 | $0 | $0 | $0 |
| MAUREEN WOLFE | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | CHAIR | 10.00 | $0 | $0 | $0 |
| DAVID BROOKS | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH BUSCAGLIA | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEO LACOBELLI | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CELESTE KIER | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY ALICE LIOTTA | ||||||||
| 225 CHESTNUT STREET | ROCHESTER | NY | 14604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,028,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $326,239 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,621,102 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,975,563 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,975,563 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $689,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,285,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,264,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,264,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,487 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,487 | TotalTaxAmt |
| Distributable Before Adj | $2,224,810 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,224,810 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,224,810 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,520,804 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,520,804 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $39,487 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,481,317 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,224,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $907,549 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $893,798 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,319,242 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $864,851 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $656,078 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,641,518 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,520,804 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,224,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,295,994 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,937,512 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $907,549 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,029,963 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $893,798 | ExcessFromYear4Amt |
| Excess From Year3 | $1,319,242 | ExcessFromYear3Amt |
| Excess From Year2 | $864,851 | ExcessFromYear2Amt |
| Excess From Year1 | $656,078 | ExcessFromYear1Amt |
| Excess From Current Year | $9,295,994 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AJAMU KITWANA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 CHESTNUT STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5853361000 | RecipientPhoneNum |
| Recipient Email Address | AKITWANA@ESL.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING; INCLUDING REQUESTED AMOUNT, DATE AND REASON FOR REQUEST. AN IRS LETTER OF 501(C)(3) STATUS, DEDUCTABILITY STATUS, W-9 FORM WITH TIN/EIN, A LIST OF ORGANIZATIONS' BOARD OF DIRECTORS, CEO, PRESIDENT MUST ALL BE PROVIDED AS WELL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SERVE THE GEOGRAPHICAL AREAS OF MEMBERS OF ESL FEDERAL CREDIT UNION. MUST BE 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CONNECTED COMMUNITIES | ||||||||
| 1337 EAST MAIN STREET | ROCHESTER | NY | 14609 | NONE | PC | COMMUNITY IMPROVEMENT | $100,000 | |
| UNITED WAY OF GREATER ROCHESTER | ||||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | NONE | PC | DATA | $477,950 | |
| ACT ROCHESTER RACF INITIATIVES INC | ||||||||
| 500 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | COMMUNITY IMPROVEMENT | $10,000 | |
| UNITED WAY OF GREATER ROCHESTER | ||||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | NONE | PC | MULTI-IMPACT | $500,000 | |
| ROCHESTER-MONROE ANTI-POVERTY INITIATIVE RMAPI | ||||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | NONE | PC | HUMAN CAPITAL | $260,000 | |
| MK GANDHI INSTITUTE FOR NONVIOLENCE | ||||||||
| 929 SOUTH PLYMOUTH AVENUE | ROCHESTER | NY | 14608 | NONE | PC | EDUCATION | $8,500 | |
| WORKER JUSTICE CENTER OF NEW YORK | ||||||||
| 1187 CULVER ROAD | ROCHESTER | NY | 14609 | NONE | PC | EMPLOYMENT | $3,300 | |
| FOODLINK | ||||||||
| 1999 MT READ BOULEVARD | ROCHESTER | NY | 14615 | NONE | PC | OTHER | $45,000 | |
| THE CENTER FOR YOUTH SERVICES | ||||||||
| 905 MONROE AVE | ROCHESTER | NY | 14620 | NONE | PC | HOUSING | $50,000 | |
| MONROE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1057 EAST HENRIETTA ROAD SUITE 100 | ROCHESTER | NY | 14623 | NONE | PC | EDUCATION | $50,000 | |
| MONROE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1057 EAST HENRIETTA ROAD SUITE 100 | ROCHESTER | NY | 14623 | NONE | PC | EDUCATION | $35,000 | |
| EMPIRE JUSTICE CENTER | ||||||||
| ONE WEST MAIN STREET SUITE 200 | ROCHESTER | NY | 14614 | NONE | PC | EMPLOYMENT | $50,000 | |
| FINGER LAKES HEALTH SYSTEMS AGENCY | ||||||||
| 1150 UNIVERSITY AVENUE | ROCHESTER | NY | 14607 | NONE | PC | HUMAN CAPITAL | $1,735 | |
| WOMEN'S FOUNDATION OF GENESEE VALLEY INC | ||||||||
| 277 ALEXANDER STREET SUITE 305 | ROCHESTER | NY | 14607 | NONE | PC | EDUCATION | $7,500 | |
| JUDICIAL PROCESS COMMISSION | ||||||||
| 1921 NORTON STREET | ROCHESTER | NY | 14609 | NONE | PC | EMPLOYMENT | $30,000 | |
| DRESS FOR SUCCESS ROCHESTER INC | ||||||||
| 47 STATE STREET | ROCHESTER | NY | 14614 | NONE | PC | EMPLOYMENT | $30,000 | |
| GEVA THEATRE CENTER INC | ||||||||
| 75 WOODBURY BOULEVARD | ROCHESTER | NY | 14607 | NONE | PC | ARTS AND CULTURE | $30,000 | |
| CONSUMER CREDIT COUNSELING SERVICE OF ROCHESTER INC | ||||||||
| 1000 UNIVERSITY AVENUE SUITE 900 | ROCHESTER | NY | 14624 | NONE | PC | EMPLOYMENT | $25,000 | |
| DAVID HOCHSTEIN MEMORIAL MUSIC SCHOOL INC | ||||||||
| 50 NORTH PLYMOUTH AVENUE | ROCHESTER | NY | 14614 | NONE | PC | ARTS AND CULTURE | $15,000 | |
| URBAN LEAGUE OF ROCHESTER NY INC | ||||||||
| 265 NORTH CLINTON AVENUE | ROCHESTER | NY | 14605 | NONE | PC | EDUCATION | $10,000 | |
| PERINATAL NETWORK OF MONROE COUNTY | ||||||||
| 693 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | EDUCATION | $10,000 | |
| CDS WOLF FOUNDATION | ||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | NONE | PC | HOUSING | $25,000 | |
| UNITED WAY OF GREATER ROCHESTER | ||||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | NONE | PC | OTHER | $200,000 | |
| ROCHESTER CHILDFIRST NETWORK | ||||||||
| 941 SOUTH AVENUE | ROCHESTER | NY | 14620 | NONE | PC | EDUCATION | $100,000 | |
| GREATER ROCHESTER SUMMER LEARNING ASSOCIATION GRSLA | ||||||||
| 57 SAINT PAUL STREET | ROCHESTER | NY | 14604 | NONE | PC | EDUCATION | $115,000 | |
| ROCHESTER PRESBYTERIAN HOME INC | ||||||||
| 256 THURSTON ROAD | ROCHESTER | NY | 14619 | NONE | PC | CONNECTED NEIGHBORHOODS | $15,000 | |
| ROCHESTER BROADWAY THEATRE LEAGUE | ||||||||
| 885 EAST MAIN STREET | ROCHESTER | NY | 14605 | NONE | PC | ARTS AND CULTURE | $5,000 | |
| SENECA PARK ZOO SOCIETY | ||||||||
| 2222 SAINT PAUL STREET | ROCHESTER | NY | 14621 | NONE | PC | ARTS AND CULTURE | $10,000 | |
| CONKEY CRUISERS INC | ||||||||
| PO BOX 33780 | ROCHESTER | NY | 14621 | NONE | PC | CONNECTED NEIGHBORHOODS | $12,500 | |
| GATEWAYS MUSIC FESTIVAL INC | ||||||||
| 26 GIBB STREET BOX 58 | ROCHESTER | NY | 14604 | NONE | PC | ARTS AND CULTURE | $15,000 | |
| THE RESEARCH FOUNDATION FOR SUNY ON BEHALF OF THE COLLEGE AT BROCKPORT | ||||||||
| 350 NEW CAMPUS DRIVE | BROCKPORT | NY | 14420 | NONE | PC | EDUCATION | $30,000 | |
| BIVONA CHILD ADVOCACY CENTER | ||||||||
| 1 MOUNT HOPE AVENUE | ROCHESTER | NY | 14620 | NONE | PC | EDUCATION | $5,000 | |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||
| 116 LOMB MEMORIAL DRIVE DEVELOPMENT | ROCHESTER | NY | 14623 | NONE | PC | EMPLOYMENT | $30,000 | AND ALUMNI RELATIONS |
| MERCY FLIGHT CENTRAL INC | ||||||||
| 2420 BRICKYARD ROAD | CANANDAIGUA | NY | 14424 | NONE | PC | HEALTH | $5,000 | |
| CENTER FOR GOVERNMENTAL RESEARCH | ||||||||
| 1 SOUTH WASHINGTON STREET SUITE 400 | ROCHESTER | NY | 14614 | NONE | PC | COLLABORATION | $6,000 | |
| UNITED WAY OF GREATER ROCHESTER | ||||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | NONE | PC | EDUCATION | $100,000 | |
| ROCHESTER AREA COMMUNITY FOUNDATION INITIATIVES RACFI | ||||||||
| 500 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | HOUSING | $250,000 | |
| BISHOP SHEEN ECUMENICAL HOUSING FOUNDATION INC | ||||||||
| 150 FRENCH ROAD | ROCHESTER | NY | 14618 | NONE | PC | HOUSING | $100,000 | |
| F F THOMPSON HOSPITAL | ||||||||
| 350 PARRISH STREET | CANANDAIGUA | NY | 14424 | NONE | PC | EMPLOYMENT | $50,000 | |
| GREECE ECUMENICAL FOOD SHELF INC | ||||||||
| 500 MAIDEN LANE | ROCHESTER | NY | 14616 | NONE | PC | OTHER | $1,500 | |
| ROCHESTER HOUSING DEVELOPMENT FUND CORPORATION | ||||||||
| 16 EAST MAIN STREET SUITE 610 | ROCHESTER | NY | 14614 | NONE | PC | HOUSING | $15,000 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 274 NORTH GOODMAN STREET SUITE 269B | ROCHESTER | NY | 14607 | NONE | PC | DATA | $30,000 | |
| VOLUNTEERS OF AMERICA INC | ||||||||
| 214 LAKE AVENUE | ROCHESTER | NY | 14608 | NONE | PC | EDUCATION | $15,631 | |
| WORKER JUSTICE CENTER OF NEW YORK | ||||||||
| 1187 CULVER ROAD | ROCHESTER | NY | 14609 | NONE | PC | EMPLOYMENT | $15,000 | |
| MARY'S PLACE REFUGEE OUTREACH INC | ||||||||
| 414 LEXINGTON AVENUE | ROCHESTER | NY | 14613 | NONE | PC | EMPLOYMENT | $25,000 | |
| CONSUMER CREDIT COUNSELING SERVICE OF ROCHESTER INC | ||||||||
| 1000 UNIVERSITY AVENUE SUITE 900 | ROCHESTER | NY | 14624 | NONE | PC | EMPLOYMENT | $48,000 | |
| IBERO-AMERICAN ACTION LEAGUE | ||||||||
| 817 EAST MAIN STREET | ROCHESTER | NY | 14605 | NONE | PC | CONNECTED NEIGHBORHOODS | $100,000 | |
| HINGE NEIGHBORS INC | ||||||||
| 121 UNIVERSITY AVENUE | ROCHESTER | NY | 14605 | NONE | PC | CONNECTED NEIGHBORHOODS | $15,000 | |
| ROCHESTER CAREERS IN CONSTRUCTION INC | ||||||||
| 180 LINDEN OAKS | ROCHESTER | NY | 14625 | NONE | PC | EMPLOYMENT | $50,000 | |
| ACT ROCHESTER RACF INITIATIVES INC | ||||||||
| 500 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | DATA | $5,000 | |
| BORINQUEN DANCE THEATRE INC | ||||||||
| 121 NORTH FITZHUGH STREET | ROCHESTER | NY | 14614 | NONE | PC | ARTS AND CULTURE | $8,500 | |
| HOUSE OF MERCY | ||||||||
| 285 ORMOND STREET | ROCHESTER | NY | 14605 | NONE | PC | HEALTH | $12,500 | |
| STARBRIDGE SERVICES INC | ||||||||
| 1650 SOUTH AVENUE SUITE 200 | ROCHESTER | NY | 14620 | NONE | PC | EMPLOYMENT | $2,500 | |
| TEMPRO DEVELOPMENT COMPANY INC | ||||||||
| 40 OFFICE PARK WAY | PITTSFORD | NY | 14534 | NONE | PC | HOUSING | $15,000 | |
| ROCHESTER EDUCATION FOUNDATION | ||||||||
| 250 MILL STREET | ROCHESTER | NY | 14614 | NONE | PC | EDUCATION | $20,000 | |
| MEDICAL MOTOR SERVICE OF ROCHESTER AND MONROE COUNTY INC | ||||||||
| 608 CLINTON AVENUE SOUTH | ROCHESTER | NY | 14620 | NONE | PC | CONNECTED NEIGHBORHOODS | $10,000 | |
| BLUE SKY PROJECT INC | ||||||||
| 83 EAST CHURCH STREET 409 | FAIRPORT | NY | 14450 | NONE | PC | EDUCATION | $30,000 | |
| ROCHESTER ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 30 CHURCH STREET | ROCHESTER | NY | 14614 | NONE | PC | EMPLOYMENT | $50,000 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 274 N GOODMAN STREET SUITE 269B | ROCHESTER | NY | 14607 | NONE | PC | HUMAN CAPITAL | $72,046 | |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||
| 116 LOMB MEMORIAL DRIVE DEVELOPMENT | ROCHESTER | NY | 14623 | NONE | PC | EMPLOYMENT | $20,000 | AND ALUMNI RELATIONS |
| ENCOMPASS RESOURCES FOR LEARNING INC | ||||||||
| 16 LAKE VIEW PARK | ROCHESTER | NY | 14613 | NONE | PC | EDUCATION | $80,000 | |
| UR MEDICINE HOME CARE | ||||||||
| 2180 EMPIRE BOULEVARD | WEBSTER | NY | 14580 | NONE | PC | EMPLOYMENT | $70,200 | |
| UNITED WAY OF GREATER ROCHESTER | ||||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | NONE | PC | OTHER | $5,000,000 | |
| CENTER FOR GOVERNMENTAL RESEARCH | ||||||||
| 1 SOUTH WASHINGTON STREET SUITE 400 | ROCHESTER | NY | 14614 | NONE | PC | DATA | $21,400 | |
| EDUCATION SUCCESS FOUNDATION | ||||||||
| 4 LAKE VIEW PARK | ROCHESTER | NY | 14613 | NONE | PC | EDUCATION | $150,000 | |
| HERITAGE CHRISTIAN SERVICES | ||||||||
| 275 KENNETH DRIVE SUITE 100 | ROCHESTER | NY | 146234277 | NONE | PC | EMPLOYMENT | $22,750 | |
| ROC THE FUTURE FIDUCIARY RACFI | ||||||||
| 500 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | EDUCATION | $9,000 | |
| PITTSFORD FOOD CUPBOARD INC | ||||||||
| 3800 MONROE AVENUE SUITE 26 | PITTSFORD | NY | 14534 | NONE | PC | OTHER | $5,000 | |
| ROCHESTER-MONROE ANTI-POVERTY INITIATIVE RMAPI | ||||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | NONE | PC | HUMAN CAPITAL | $9,438 | |
| MEMORIAL ART GALLERY - UNIVERSITY OF ROCHESTER | ||||||||
| 500 UNIVERSITY AVENUE | ROCHESTER | NY | 14607 | NONE | PC | ARTS AND CULTURE | $15,000 | |
| LEADERSHIP ROCHESTER | ||||||||
| 875 EAST MAIN STREET SUITE 140 | ROCHESTER | NY | 14605 | NONE | PC | DATA | $10,000 | |
| ROCHESTER PHILHARMONIC ORCHESTRA | ||||||||
| 108 EAST AVENUE | ROCHESTER | NY | 14604 | NONE | PC | ARTS AND CULTURE | $25,000 | |
| CENTER FOR GOVERNMENTAL RESEARCH | ||||||||
| 1 SOUTH WASHINGTON STREET SUITE 400 | ROCHESTER | NY | 14614 | NONE | PC | DATA | $15,500 | |
| THE RESEARCH FOUNDATION FOR SUNY ON BEHALF OF THE COLLEGE AT BROCKPORT | ||||||||
| 350 NEW CAMPUS DRIVE | BROCKPORT | NY | 14420 | NONE | PC | DATA | $8,285 | |
| SPIRITUS CHRISTI PRISON OUTREACH INC | ||||||||
| 934 CULVER ROAD | ROCHESTER | NY | 14609 | NONE | PC | HOUSING | $32,000 | |
| YMCA OF GREATER ROCHESTER | ||||||||
| 44 EAST MAIN STREET | ROCHESTER | NY | 14604 | NONE | PC | EDUCATION | $30,000 | |
| DELTA ENVIRONMENTAL | ||||||||
| 410 WHITE SPRUCE BOULEVARD | ROCHESTER | NY | 14623 | NONE | PC | EDUCATION | $15,000 | |
| ROC THE FUTURE FIDUCIARY RACFI | ||||||||
| 500 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | EDUCATION | $58,788 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 274 NORTH GOODMAN STREET SUITE 269B | ROCHESTER | NY | 14607 | NONE | PC | EMPLOYMENT | $65,000 | |
| COMMUNITY PARTNERS FOR YOUTH INC | ||||||||
| 37 S WASHINGTON STREET | ROCHESTER | NY | 14608 | NONE | PC | EDUCATION | $100,000 | |
| THE HOUSING COUNCIL AT PATHSTONE | ||||||||
| 400 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | HOUSING | $123,500 | |
| ACTION FOR A BETTER COMMUNITY | ||||||||
| 550 EAST MAIN STREET | ROCHESTER | NY | 14604 | NONE | PC | EMPLOYMENT | $143,379 | |
| IMANI THEATRE ENSEMBLE INC | ||||||||
| 2350 LYELL AVENUE | ROCHESTER | NY | 14606 | NONE | PC | ARTS AND CULTURE | $1,000 | |
| BADEN STREET SETTLEMENT ROCHESTER INC | ||||||||
| 152 BADEN STREET | ROCHESTER | NY | 146052056 | NONE | PC | OTHER | $5,000 | |
| GREATER ROCHESTER PARENT LEADERSHIP TRAINING INSTITUTE PLTIFIDUCIARY RACF I | ||||||||
| 500 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | HUMAN CAPITAL | $30,000 | |
| MONROE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1057 EAST HENRIETTA ROAD SUITE 100 | ROCHESTER | NY | 14623 | NONE | PC | EDUCATION | $800,000 | |
| PATHSTONE CORPORATION | ||||||||
| 400 EAST AVENUE | ROCHESTER | NY | 146071910 | NONE | PC | HOUSING | $2,000 | |
| GREYSTON FOUNDATION INC | ||||||||
| 21 PARK AVENUE | YONKERS | NY | 10703 | NONE | PC | EMPLOYMENT | $15,000 | |
| THE CENTER FOR YOUTH SERVICES | ||||||||
| 905 MONROE AVENUE | ROCHESTER | NY | 14620 | NONE | PC | OTHER | $15,000 | |
| EMPIRE JUSTICE CENTER | ||||||||
| ONE WEST MAIN STREET SUITE 200 | ROCHESTER | NY | 14614 | NONE | PC | EMPLOYMENT | $30,000 | |
| FRIENDS OF THE ROC CITY SKATEPARK | ||||||||
| 47 NELSON STREET | ROCHESTER | NY | 14620 | NONE | PC | CONNECTED NEIGHBORHOODS | $20,000 | |
| GENESEE SYMPHONY ORCHESTRA | ||||||||
| PO BOX 391 | BATAVIA | NY | 14021 | NONE | PC | ARTS AND CULTURE | $1,000 | |
| GEORGE EASTMAN MUSEUM | ||||||||
| 900 EAST AVENUE | ROCHESTER | NY | 146072219 | NONE | PC | ARTS AND CULTURE | $30,000 | |
| SENECA PARK ZOO SOCIETY | ||||||||
| 2222 ST PAUL STREET | ROCHESTER | NY | 14621 | NONE | PC | ARTS AND CULTURE | $20,000 | |
| ROCHESTER AREA INTERFAITH HOSPITALITY NETWORK INC | ||||||||
| 142 WEBSTER AVENUE | ROCHESTER | NY | 14609 | NONE | PC | HOUSING | $10,000 | |
| JUNIOR ACHIEVEMENT OF CENTRAL UPSTATE NEW YORK | ||||||||
| 1 SOUTH WASHINGTON STREET SUITE 110 | ROCHESTER | NY | 14614 | NONE | PC | EDUCATION | $25,000 | |
| ROCHESTER CONSTRUCTION TRAINING CENTER | ||||||||
| 1439 BUFFALO ROAD | ROCHESTER | NY | 14624 | NONE | PC | EMPLOYMENT | $6,000 | |
| GIRLS ON THE RUN OF GREATER ROCHESTER | ||||||||
| 2132 FIVE MILE LINE ROAD SUITE D | PENFIELD | NY | 14526 | NONE | PC | EDUCATION | $5,000 | |
| FATHER LAURENCE LARRY TRACY ADVOCACY CENTER | ||||||||
| 821 NORTH CLINTON AVENUE | ROCHESTER | NY | 14605 | NONE | PC | HOUSING | $40,000 | |
| YWCA OF ROCHESTER AND MONROE COUNTY | ||||||||
| 175 NORTH CLINTON AVENUE | ROCHESTER | NY | 14604 | NONE | PC | HOUSING | $83,211 | |
| THE SALVATION ARMY | ||||||||
| 70 LIBERTY POLE WAY | ROCHESTER | NY | 14604 | NONE | PC | HOUSING | $155,300 | |
| VOLUNTEERS OF AMERICA INC | ||||||||
| 214 LAKE AVENUE | ROCHESTER | NY | 14608 | NONE | PC | HOUSING | $40,500 | |
| SPIRITUS CHRISTI PRISON OUTREACH INC | ||||||||
| 934 CULVER ROAD | ROCHESTER | NY | 14609 | NONE | PC | HOUSING | $14,500 | |
| VETERANS OUTREACH CENTER | ||||||||
| 459 SOUTH AVENUE | ROCHESTER | NY | 14620 | NONE | PC | HOUSING | $76,000 | |
| UNITED WAY OF GREATER ROCHESTER | ||||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | NONE | PC | HUMAN CAPITAL | $260,000 | |
| EMPIRE JUSTICE CENTER | ||||||||
| ONE WEST MAIN STREET SUITE 200 | ROCHESTER | NY | 14614 | NONE | PC | EMPLOYMENT | $100,000 | |
| GREATER ROCHESTER ENTERPRISE FOUNDATION | ||||||||
| 100 CHESTNUT STREET SUITE 1910 | ROCHESTER | NY | 14604 | NONE | PC | EMPLOYMENT | $87,900 | |
| YWCA OF ROCHESTER AND MONROE COUNTY | ||||||||
| 175 NORTH CLINTON AVENUE | ROCHESTER | NY | 14604 | NONE | PC | HOUSING | $107,881 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,372,694 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HIGHLAND PARK CONSERVANCY INC | |||||||
| 180 RESERVOIR AVENUE | ROCHESTER | NY | 14620 | NONE | PC | CONNECTED NEIGHBORHOODS | $100,000 |
| HINGE NEIGHBORS INC | |||||||
| 121 UNIVERSITY AVENUE | ROCHESTER | NY | 14605 | NONE | PC | CONNECTED NEIGHBORHOODS | $35,000 |
| CHILDREN'S INSTITUTE INC | |||||||
| 274 N GOODMAN STREET SUITE 269B | ROCHESTER | NY | 14607 | NONE | PC | HUMAN CAPITAL | $120,574 |
| COMMUNITY PARTNERS FOR YOUTH INC | |||||||
| 37 S WASHINGTON STREET | ROCHESTER | NY | 14608 | NONE | PC | EDUCATION | $200,000 |
| GLOW YOUNG MEN'S CHRISTIAN ASSOCIATION INC | |||||||
| 209 EAST MAIN STREET | BATAVIA | NY | 14020 | NONE | PC | HEALTH | $100,000 |
| GREATER ROCHESTER HOUSING PARTNERSHIP INC | |||||||
| 16 EAST MAIN STREET SUITE 610 | ROCHESTER | NY | 14614 | NONE | PC | HOUSING | $325,000 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1057 EAST HENRIETTA ROAD SUITE 100 | ROCHESTER | NY | 14623 | NONE | PC | EDUCATION | $3,200,000 |
| UNITED WAY OF GREATER ROCHESTER | |||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | NONE | PC | OTHER | $500,000 |
| EMPIRE JUSTICE CENTER | |||||||
| ONE WEST MAIN STREET SUITE 200 | ROCHESTER | NY | 14614 | NONE | PC | EMPLOYMENT | $200,000 |
| YWCA OF ROCHESTER AND MONROE COUNTY | |||||||
| 175 NORTH CLINTON AVENUE | ROCHESTER | NY | 14604 | NONE | PC | HOUSING | $215,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,996,336 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,299,557 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,747,830 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,047,387 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,047,387 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1c | LineNumberTxt |
| Involved | $718,219 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESL FEDERAL CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | ESL FEDERAL CREDIT UNION PROVIDES THE REPORTING ORGANIZATION WITH OFFICE SPACE AND THE USE OF EMPLOYEES AT NO CHARGE. | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESL FEDERAL CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(1) | OrganizationTypeDesc |
| Relationship Description | COMMON MANAGEMENT | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESL FEDERAL CREDIT UNION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 CHESTNUT STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $1,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BD FD CL I | $642,591 | $642,591 |
| EATON VANCE FLOATING RATE FD CL I | $913,890 | $913,890 |
| TEMPLETON GLOBAL BOND FUND ADV CL | $1,743,333 | $1,743,333 |
| VANGUARD TOTAL BOND MARKET ETF | $4,384,986 | $4,384,986 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FLEXSHARES GLOBAL QUALITY REAL ESTTE INDEX FUND ETF | $654,278 | $654,278 |
| FLEXSHARES MSTAR GBL UPSTRM NAT RES ETF | $713,183 | $713,183 |
| GOLDMAN SACHS COMMODITY STRATEGY INSTL | $660,300 | $660,300 |
| ISHARES CORE MSCI TOTAL INTEL STOCK ETF | $8,004,599 | $8,004,599 |
| ISHARES CORE S&P 500 | $10,923,896 | $10,923,896 |
| ISHARES CORE S&P MID-CAP | $1,947,057 | $1,947,057 |
| ISHARES CORE S&P SMALL-CAP | $1,627,529 | $1,627,529 |
| ISHARES EDGE MSCI USA MOMENTUM ETF | $1,182,775 | $1,182,775 |
| NUVEEN NWQ SMALL CAP VALUE I | $97,266 | $97,266 |
| SCHWAB FUNDAMENTAL US LARGE CO ETF | $2,787,431 | $2,787,431 |
| VANGUARD EXTENDED MARKET ETF | $1,174,246 | $1,174,246 |
| WISDOMTREE EM MKTS EX-STT OWND ENTRPRS ETF | $1,801,394 | $1,801,394 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,286,883 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,286,883 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BREAKWATER CREDIT OPP FUND CAYMAN LTD. | FMV | $1,204,528 | $1,204,528 |
| ROYAL OAK REALTY TRUST | FMV | $732,428 | $732,428 |
| STONE RIDGE ALT LENDING RISK PREMIUM INST | FMV | $1,482,970 | $1,482,970 |
| STONE RIDGE REINSURANCE RISK PREM INTERVAL | FMV | $1,249,538 | $1,249,538 |
| VERSUS CAP MULTI MNGR REAL ESTATE INCM FD INST | FMV | $1,026,710 | $1,026,710 |
| VERSUS CAP REAL ASSET FUND | FMV | $924,927 | $924,927 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TRADE ASSOCIATION DUES | $2,947 | $0 | $0 | $2,947 |
| PARKING | $645 | $0 | $0 | $645 |
| MEALS | $5,443 | $0 | $0 | $2,722 |
| SOFTWARE SERVICE AGREEMENT | $16,800 | $0 | $0 | $16,800 |
| MISCELLANEOUS EXPENSE | $849 | $425 | $0 | $424 |
| SUPPLIES | $242 | $0 | $0 | $242 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $3,669,007 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED MISCELLANEOUS | Desc |
| BOY Book Value | $13,691 | BOYBookValueAmt |
| EOY Book Value | $160,242 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REOCCURING PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $97,006 | Amt |
| Net Investment Income | $97,006 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $54,899 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments