JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JEWISH COMMUNITY FOUNDATION OF (EIN 16-1599356)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-12-19
IRS object ID
201903539349301300
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-12-19T09:15:47-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN460475780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GROSSMAN ST AMOUR CPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1110 WEST FAYETTE STREET SUITE 900AddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN161599356EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATION OFBusinessNameLine1Txt
Business Name Line2CENTRAL NEW YORK INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone3154452040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15655 THOMPSON ROADAddressLine1Txt
CityDEWITTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13214ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNEIL BRONSTEINPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone3154452040PhoneNum
Signature2019-12-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINA R ONDRAKO CPAPreparerPersonNm
PTINP01230318PTIN
Phone3154241120PhoneNum
Preparation2019-12-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.122.121.42IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-12-11IPDt
IP Tm06:50:15IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD230C17AD5EDE1033344BBBB8A8B0A9CE5ED7203AtSubmissionCreationDeviceId
At Submission Filing Device Id5B2ED39256778C97CDCE63B992BE43EF41EE37E9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNEIL BRONSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15655 THOMPSON ROADAddressLine1Txt
CityDEWITTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13214ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,178,665GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHFOUNDATIONCNY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionINSURE THE CONTINUITY OF JEWISH LIFE IN CENTRAL NEW YORK INTO THE FUTURE.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers24TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,762,850PYContributionsGrantsAmt
CY Contributions Grants$2,245,532CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$622,144PYInvestmentIncomeAmt
CY Investment Income$333,026CYInvestmentIncomeAmt
PY Other Revenue$26,329PYOtherRevenueAmt
CY Other Revenue$19,710CYOtherRevenueAmt
PY Total Revenue$2,411,323PYTotalRevenueAmt
CY Total Revenue$2,598,268CYTotalRevenueAmt
PY Grants And Similar Paid$1,419,136PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,675,262CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$52,594PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$50,301CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$68,101PYOtherExpensesAmt
CY Other Expenses$39,371CYOtherExpensesAmt
PY Total Expenses$1,539,831PYTotalExpensesAmt
CY Total Expenses$1,764,934CYTotalExpensesAmt
PY Revenues Less Expenses$871,492PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$833,334CYRevenuesLessExpensesAmt
Total Assets BOY$15,395,941TotalAssetsBOYAmt
Total Assets EOY$17,095,159TotalAssetsEOYAmt
Total Liabilities BOY$3,351,112TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,923,178TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,044,829NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,171,981NetAssetsOrFundBalancesEOYAmt
MissionTO ENSURE THE CONTINUITY AND VITALITY OF THE JEWISH COMMUNITYMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,731,979ExpenseAmt
Grant$1,675,262GrantAmt
DescGRANTS AND ALLOCATIONS AND RELATED EXPENSES TO PROVIDE INFORMATION ABOUT THE JEWISH COMMUNITY PHILANTHROPYDesc
Total Program Service Expenses$1,731,979TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL J BALANOFFBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3154452040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15655 THOMPSON ROADAddressLine1Txt
CityDEWITTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13214ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ALEXANDER HOLSTEIN
TRUSTEE1.00Yes (X)$0$0$0
NEIL BRONSTEIN
CHAIRMAN7.00Yes (X)$0$0$0Yes (X)
SHELDON B KRUTH
TREASURER3.00Yes (X)$0$0$0Yes (X)
MARK FIELD
SECRETARY1.00Yes (X)$0$0$0Yes (X)
DAVID HOROWITCH
TRUSTEE1.00Yes (X)$0$0$0
JEFFRY BERMAN
TRUSTEE1.00Yes (X)$0$0$0
I STEPHEN DAVIS
TRUSTEE1.00Yes (X)$0$0$0
ALLEN GALSON
TRUSTEE1.00Yes (X)$0$0$0
LIONEL GILELS
TRUSTEE1.00Yes (X)$0$0$0
NEIL GOLDBERG
TRUSTEE1.00Yes (X)$0$0$0
STEVEN A MIRON
FINANCIAL VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
GARY LAVINE
TRUSTEE1.00Yes (X)$0$0$0
HOWARD PORT
TRUSTEE1.00Yes (X)$0$0$0
PHILLIP D RUBENSTEIN
TRUSTEE1.00Yes (X)$0$0$0
DEBRAH SHULMAN
TRUSTEE1.00Yes (X)$0$0$0
SARAH PINSKY
TRUSTEE1.00Yes (X)$0$0$0
ELLEN WEINSTEIN
TRUSTEE1.00Yes (X)$0$0$0
STEVEN WELLS
TRUSTEE1.00Yes (X)$0$0$0
WARREN D WOLFSON
TRUSTEE1.00Yes (X)$0$0$0
JEFFREY SCHEER
TRUSTEE1.00Yes (X)$0$0$0
LYNN H SMITH
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
NEIL HOYT
TRUSTEE1.00Yes (X)$0$0$0
CHERYL SCHOTZ
TRUSTEE1.00Yes (X)$0$0$0
SANDRA GINGOLD
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL J BALANOFF
EXECUTIVE DIRECTOR35.00$33,330$0$2,469Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$33,330TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,469TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,245,532AllOtherContributionsAmt
Noncash Contributions$323,933NoncashContributionsAmt
Total Contributions$2,245,532TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$254,701TotalRevenueColumnAmt
Exclusion$254,701ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,658,722SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,580,397SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$78,325SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$78,325TotalRevenueColumnAmt
Exclusion$78,325ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMIN MGMT FEESDesc
Business900099BusinessCd
Total Revenue Column$19,710TotalRevenueColumnAmt
Exclusion$19,710ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$19,710OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,598,268TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$352,736ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,675,262TotalAmt
Program Services$1,675,262ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$47,726TotalAmt
Program Services$31,022ProgramServicesAmt
Management And General$16,704ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,575TotalAmt
Program Services$1,674ProgramServicesAmt
Management And General$901ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,800TotalAmt
Management And General$11,800ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,550TotalAmt
Program Services$5,550ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,507TotalAmt
Management And General$1,507ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,203TotalAmt
Program Services$7,203ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$71TotalAmt
Management And General$71ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BOOKKEEPING$5,776$5,776
PRINTING$3,372$3,372
TELEPHONE$1,285$964$321
POSTAGE$1,107$884$223

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,700TotalAmt
Program Services$272ProgramServicesAmt
Management And General$1,428ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,764,934TotalAmt
Program Services$1,731,979ProgramServicesAmt
Management And General$32,955ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$436,085BOYAmt
EOY$119,636EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$697,590BOYAmt
EOY$2,316,295EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$11,584BOYAmt
EOY$11,084EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,492,829BOYAmt
EOY$7,749,503EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,757,853BOYAmt
EOY$6,898,641EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,395,941BOYAmt
EOY$17,095,159EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,161BOYAmt
EOY$19,161EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,332,951BOYAmt
EOY$3,904,017EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,351,112BOYAmt
EOY$3,923,178EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,605,225BOYAmt
EOY$1,738,798EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,286,586BOYAmt
EOY$11,278,716EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$153,018BOYAmt
EOY$154,467EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,044,829BOYAmt
EOY$13,171,981EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,395,941BOYAmt
EOY$17,095,159EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$833,334ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$299,303NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$5,485OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,277,806CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,325,909CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,590,289CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,762,850CurrentTaxYearMinus1YearAmt
Current Tax Year$2,245,532CurrentTaxYearAmt
Total$11,202,386TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,277,806CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,325,909CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,590,289CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,762,850CurrentTaxYearMinus1YearAmt
Current Tax Year$2,245,532CurrentTaxYearAmt
Total$11,202,386TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$11,202,386PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$135,906CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$127,362CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$186,980CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,380CurrentTaxYearMinus1YearAmt
Current Tax Year$254,701CurrentTaxYearAmt
Total$884,329TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$135,906CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$127,362CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$186,980CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,380CurrentTaxYearMinus1YearAmt
Current Tax Year$254,701CurrentTaxYearAmt
Total$884,329TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,052CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,951CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,188CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,329CurrentTaxYearMinus1YearAmt
Current Tax Year$19,710CurrentTaxYearAmt
Total$95,230TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,434,764CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,470,222CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,788,457CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,968,559CurrentTaxYearMinus1YearAmt
Current Tax Year$2,519,943CurrentTaxYearAmt
Total$12,181,945TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91960PublicSupportCY509Pct
Public Support PY5090.93160PublicSupportPY509Pct
Investment Income CY0.07260InvestmentIncomeCYPct
Investment Income PY0.06130InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held137DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,844,176DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,278,285DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$5,436,676DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,934,483BeginningYearBalanceAmt
Contributions$352,528ContributionsAmt
Investment Earnings Or Losses$254,573InvestmentEarningsOrLossesAmt
Grants Or Scholarships$311,319GrantsOrScholarshipsAmt
End Year Balance$5,230,265EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,376,666BeginningYearBalanceAmt
Contributions$527,794ContributionsAmt
Investment Earnings Or Losses$304,502InvestmentEarningsOrLossesAmt
Grants Or Scholarships$274,479GrantsOrScholarshipsAmt
End Year Balance$4,934,483EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,974,819BeginningYearBalanceAmt
Contributions$1,225,144ContributionsAmt
Investment Earnings Or Losses$421,396InvestmentEarningsOrLossesAmt
Grants Or Scholarships$244,693GrantsOrScholarshipsAmt
End Year Balance$4,376,666EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,933,807BeginningYearBalanceAmt
Contributions$363,700ContributionsAmt
Investment Earnings Or Losses-$165,827InvestmentEarningsOrLossesAmt
Grants Or Scholarships$156,861GrantsOrScholarshipsAmt
End Year Balance$2,974,819EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,382,851BeginningYearBalanceAmt
Contributions$563,962ContributionsAmt
Investment Earnings Or Losses$163,336InvestmentEarningsOrLossesAmt
Grants Or Scholarships$176,342GrantsOrScholarshipsAmt
End Year Balance$2,933,807EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.02210PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.97790TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHARITABLE GIFT ANNUITIES$72,926F
CSV LIFE INSURANCE$156,447F
CHARITABLE REMAINDER ANNUITY TRUST$733,504F
GROWTH FUND OF AMERICA$1,139,884F
INVESTMENT CO OF AMERICA$882,511F
VANGUARD TOTAL INTL STOCK INDEX ADM$2,226,657F
VANGUARD TOTAL STOCK MARKET INDEX FUND$1,686,712F
FieldValueIRS element (for citing)
Total Book Value Securities$6,898,641TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO AGENCY ENDOWMENTS$3,715,720
DUE TO UJC - GIFT ANNUITIES$8,059
CRAT PAYABLE$180,238
FieldValueIRS element (for citing)
Total Liability$3,904,017TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,892,086TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$299,303NetUnrealizedGainsInvstAmt
Other Revenue-$5,485OtherRevenueAmt
Revenue Not Reported$293,818RevenueNotReportedAmt
Revenue Subtotal$2,598,268RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,598,268TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,764,934TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,764,934ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,764,934TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:FOR UNRESTRICTED ENDOWMENT FUNDS, DISTRIBUTIONS OF INCOME AND PRINCIPAL ARE MADE ACCORDING TO THE BYLAWS OF THE FOUNDATION ONLY TO THE SYRACUSE JEWISH FEDERATION UNLESS THE EXECUTIVE COMMITTEE OF THE FEDERATION CONSENTS TO A DISTRIBUTION TO ANOTHER CHARITABLE ORGANIZATION. FOR RESTRICTED ENDOWMENT FUNDS, DISTRIBUTIONS ARE MADE FOLLOWING THE DIRECTIONS OF THE DONOR.
PART X, LINE 2:THE FOUNDATION COMPLIES WITH FASB ASC SUB-TOPIC 740-19, INCOME TAXES, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A MORE LIKELY THAN NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN INCLUDING MAINTAINING TAX-EXEMPT STATUS. THE FOUNDATION BELIEVES ITS FINANCIAL STATEMENTS DO NOT INCLUDE ANY UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF AND FOR THE YEAR ENDED JUNE 30,2019. IT IS THE FOUNDATION'S POLICY TO RECOGNIZE ANY INTEREST AND PENALTIES IN THE FUNCTIONAL EXPENSES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:DECREASE IN CSV LIFE INSURANCE -7,073. INCREASE IN CHARITABLE GIFT ANNUITY 1,239. INCREASE IN CHARITABLE REMAINDER ANNUITY TRUST 349.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (35 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CONGREGATION BETH SHOLOM CHEVRAS SHAS
PO BOX 271DEWITTNY13214166047859$73,872GENERAL SUPPORT
SYRACUSE HEBREW DAY SCHOOL
5655 THOMPSON ROADDEWITTNY13214156012139$105,470GENERAL SUPPORT
TEMPLE SOCIETY OF CONCORD
910 MADISON STREETSYRACUSENY13210150545840$70,215GENERAL SUPPORT
UPSTATE MEDICAL UNIVERSITY FOUNDATION
PO BOX 2129SYRACUSENY13220161068101$6,680GENERAL SUPPORT
WILLIAM AND MARY COLLEGE
PO BOX 1693WILLIAMSBURGVA23187540734117$35,715GENERAL SUPPORT
LONGHOUSE COUNCIL BSA
2803 BREWERTON ROADMATTYDALENY13219160966978$7,500GENERAL SUPPORT
UNITED WAY OF CNY
518 JAMES ST 200SYRACUSENY13203150532073$22,500GENERAL SUPPORT
SYRACUSE COMMUNITY HEBREW SCHOOL
450 KIMBER ROADDEWITTNY13214473976037$22,500GENERAL SUPPORT
BINGHAMTON UNIVERSITY
4400 VESTAL PARKWAY EASTBINGHAMTONNY13902141368361$7,500GENERAL SUPPORT
BRIGHAM & WOMEN'S HOSPITAL
75 FRANCIS STBOSTONMA02115042312909$7,500GENERAL SUPPORT
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215042263040$7,500GENERAL SUPPORT
UNIVERSITY OF ROCHESTER
500 JOSEPH C WILSON BLVDROCHESTERNY14627160743209$27,700GENERAL SUPPORT
MAKE-A-WISH FOUNDATION
5005 CAMPUSWOOD DREAST SYRACUSENY13057222572086$5,100GENERAL SUPPORT
PINE CREST SCHOOL
1501 NE 62ND STFORT LAUDERDALEFL33334590861374$10,000GENERAL SUPPORT
SYRACUSE JEWISH CEMETARY ASSOCIATION
337 SUMMERHAVEN DREAST SYRACUSENY13057160971313$18,958GENERAL SUPPORT
UJA FEDERATION OF NY
130 EAST 59TH STNYCNY10022510172429$16,000GENERAL SUPPORT
AMERICAN CANCER SOCIETY OF ROCHESTER
1120 S GOODMAN STROCHESTERNY14620131788491$10,000GENERAL SUPPORT
AMERICAN HEART ASSOCIATION IN CNY
2 S CLINTON ST 305SYRACUSENY13202135613797$11,500GENERAL SUPPORT
BRIGHAM & WOMEN'S HOSPITAL
116 HUNTINGTON AVEBOSTONMA02116042312909$25,000GENERAL SUPPORT
CAZENOVIA LAKE FOUNDATION
PO BOX 86CAZENOVIANY13035161538407$7,000GENERAL SUPPORT
CITY OF HOPE
1500 E DUARTE ROADDUARTECA91010020765554$25,000GENERAL SUPPORT
EVERSON MUSEUM OF ART
401 HARRISON STSYRACUSENY13202150616499$24,400GENERAL SUPPORT
FRANCIS HOUSE
108 MICHAELS AVESYRACUSENY13208161585910$5,300GENERAL SUPPORT
FRUMAH PACKARD CEMETARY
306 PALMER DRFAYETTEVILLENY13066150312942$10,247GENERAL SUPPORT
GENE SPOTLIGHT
801 ARTHUR GODFREY RDMIAMI BEACHFL33140272978110$10,000GENERAL SUPPORT
MENORAH PARK
4101 E GENESEE STSYRACUSENY13214202161590$92,050GENERAL SUPPORT
NYU LANGONE MEDICINE CENTER
ONE PARK AVE 3RD FLOORNEW YORKNY10016133971298$10,150GENERAL SUPPORT
SAY YES TO EDUCATION
1005 W FAYETTE STSYRACUSENY13204223139858$25,000GENERAL SUPPORT
SHAAREI TORAH ORTHODOX CONGREGATION
4313 E GENESEE STSYRACUSENY13214900508861$6,357GENERAL SUPPORT
THE CHAUTAUGUA FUND
PO BOX 28 ONE AMES AVECHAUTAUQUANY14722166058421$10,000GENERAL SUPPORT
THE MASTOCYTOSIS SOCIETY
PO BOX 416STERLINGMA01564521959601$6,000GENERAL SUPPORT
VERA HOUSE FOUNDATION
723 JAMES STREETSYRACUSENY13203223132223$12,870GENERAL SUPPORT
JEWISH COMMUNITY CENTER
5655 THOMPSON ROADDEWITTNY13214150539101$156,975GENERAL SUPPORT
JEWISH FEDERATION OF CENTRAL NEW YORK INC
5655 THOMPSON ROADDEWITTNY13214150543614$403,267GENERAL SUPPORT
TEMPLE ADATH YESHURAN
450 KIMBER ROADSYRACUSENY13224150617396$86,824GENERAL SUPPORT

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION REQUIRES THAT ANY NON-PROFIT ORGANIZATION RECEIVING A RESTRICTED GIFT PROVIDE A RECONCILIATION OF HOW THE FUNDS WERE SPENT. UNRESTRICTED GIFTS REQUIRE ONLY A NOTE FROM THE NON-PROFIT ORGANIZATION THAT THE FUNDS WERE RECEIVED. GIFTS MADE FROM DONOR-ADVISED FUNDS ARE SENT WITH A LETTER STATING THAT THE FUNDS ARE TO BE FULLY USED FOR CHARITABLE PURPOSES ONLY AND IF APPLICABLE THE DONORS SUGGESTION FOR THE USE OF THE DONATION.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$323,933NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUOTED MARKET PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS REVIEWED WITH THE EXECUTIVE BOARD FIRST AND THEN PRESENTED TO THE ENTIRE BOARD OF TRUSTEES AT A QUARTERLY BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12CTHE OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE REQUIRED TO SIGN AND SUBMIT SIGNED CONFLICTS OF INTEREST FORMS ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE BOARD REVIEWS THE PROPOSED BUDGET IN THE SPRING OF EACH YEAR, INCLUDING THE EXECUTIVE DIRECTOR'S SALARY AND HAS A DISCUSSION WITHOUT THE DIRECTOR IN ATTENDANCE. THE EXECUTIVE DIRECTOR'S SALARY IS THEN PRESENTED AT THE APRIL BOARD OF TRUSTEES FOR APPROVAL AFTER THE DIRECTOR EXCUSES HERSELF FROM THE MEETING.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON GUIDESTAR'S WEBSITE. ADDITIONAL INFORMATION SUCH AS THEIR GOVERNING DOCUMENTS ARE AVAILABLE AT THE FOUNDATION'S OFFICE UPON REQUEST.
FORM 990, PART XI, LINE 9:INCREASE ON CHARITABLE GIFT ANNUITIES 1,239. DECREASE IN CSV OF LIFE INSURANCE -7,073. INCREASE IN CHARITABLE REMAINDER ANNUITY TRUST 349.
FORM 990, PART XII,LINE 2CTHE AUDIT AND FINANCE COMMITTEE OF THE FOUNDATION ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT.

Comments

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