2019-11-12T15:26:03-06:00 2018-12-31 161131146 BONADIO & CO LLP 100 CORPORATE PARKWAY SUITE 200 AMHERST NY 14226 990 2018-01-01 166023261 THE FOUNDATION FOR JEWISH PHILANTHROPIES INC FOUN 7162041133 2640 NORTH FOREST ROAD NO 200 GETZVILLE NY 140681573 IRVING LEVY INTERIM EXECUTIVE DIRECTOR 7162041133 2019-11-11 1 JUSTIN N REID P01321869 7162506600 98.4.216.190 2019-11-11 16:42:28 ES P 2D9A7F13EF16B6AB2478BB4138A2A1D8168086DA 7A07A39924DD079A8775FFC081634427E754315F 2018 2020-04-17 16:48:07Z IRVING LEVY 2640 NORTH FOREST ROAD NO 200 GETZVILLE NY 140681573 58886049 0 X WWW.JEWISHPHILANTHROPIES.ORG X 1911 NY SEE SCHEDULE OTHE ORGANIZATION IS A NOT-FOR-PROFIT, PUBLIC CHARITY ESTABLISHED IN 1911 TO PROVIDE FOR THE QUALITY AND CONTINUITY OF JEWISH LIFE IN WESTERN NEW YORK AND AROUND THE WORLD THROUGH PRIVATE PHILANTHROPY. THE FOUNDATION SEEKS, ACCEPTS, MANAGES, AND DISTRIBUTES CHARITABLE LEGACIES, BEQUESTS, TRUSTS, ENDOWMENTS, AND OTHER PHILANTHROPICAL FUNDS FOR THE BENEFIT OF THE COMMUNITY. 21 21 15 21 0 0 8275424 5846563 312598 342740 8984063 4030303 2996058 4017835 20568143 14237441 9031862 9640787 0 0 1100033 1098077 0 0 188757 1944441 2498588 12076336 13237452 8491807 999989 207118821 205051604 64275655 69615193 142843166 135436411 X SEE SCHEDULE OTHE ORGANIZATION IS A NOT-FOR-PROFIT, PUBLIC CHARITY ESTABLISHED IN 1911 TO PROVIDE FOR THE QUALITY AND CONTINUITY OF JEWISH LIFE IN WESTERN NEW YORK AND AROUND THE WORLD THROUGH PRIVATE PHILANTHROPY. THE FOUNDATION SEEKS, ACCEPTS, MANAGES, AND DISTRIBUTES CHARITABLE LEGACIES, BEQUESTS, TRUSTS, ENDOWMENTS, AND OTHER PHILANTHROPICAL FUNDS FOR THE BENEFIT OF THE COMMUNITY. 0 0 12210306 9640787 2946400 THE FOUNDATION OPERATES AS A PUBLIC CHARITY TO SEEK, ACCEPT, MANAGE, AND DISTRIBUTE LEGACIES, BEQUESTS, ENDOWMENTS, TRUSTS, DONOR-ADVISED, RESTRICTED, AND OTHER PHILANTHROPIC FUNDS. THE FOUNDATION DEVELOPS AND MANAGES ENDOWMENT FUNDS FOR JEWISH SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES, AND SYNAGOGUES. IT OFFERS A VARIETY OF PLANNED GIVING SERVICES FOR DONORS AND CONDUCTS A GRANT MAKNG PROGRAM FOR THE DISTRIBUTION OF FUNDS FOR BROAD CHARITABLE PURPOSES. 12210306 1 1 0 0 0 1 0 0 1 1 1 1 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 26 0 1 15 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 X 21 21 1 0 0 1 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X IRVING LEVY INTERIM EXECUTIVE DIRECTOR 7162041133 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 14068 DONALD KOHNSTAMM VICE PRESIDENT 1.00 X X 0 0 0 KENNETH SHUMAN VICE PRESIDENT 1.00 X X 0 0 0 IRVING LEVY TREASURER(1-10/18)CFO/COO(10-12/18) 1.00 X X 27714 0 0 JEFFREY HIRSHBERG SECRETARY 1.00 X X 0 0 0 MAXINE AWNER DIRECTOR 1.00 X 0 0 0 DAVID FEUERSTEIN DIRECTOR 1.00 X 0 0 0 LEONARD FREED DIRECTOR 1.00 X 0 0 0 GRETCHEN GROSS DIRECTOR 1.00 X 0 0 0 DANIEL KESTER DIRECTOR 1.00 X 0 0 0 CHARLES KREINER DIRECTOR 1.00 X 0 0 0 LENORE LEVY DIRECTOR 1.00 X 0 0 0 PAUL MICHAELS DIRECTOR 1.00 X 0 0 0 PENNY MYERS DIRECTOR 1.00 X 0 0 0 JOEL PAULL DIRECTOR 1.00 X 0 0 0 JONATHAN SCHECHTER DIRECTOR (TREASURER AS OF 10/29/18) 1.00 X 0 0 0 BARBARA SITRIN DIRECTOR 1.00 X 0 0 0 GORDON GROSS HONORARY TRUSTEE 1.00 X 0 0 0 ARNOLD KAHN HONORARY TRUSTEE 1.00 X 0 0 0 JUDITH KATZ HONORARY TRUSTEE 1.00 X 0 0 0 GARY GREENFIELD VICE PRESIDENT 1.00 X X 0 0 0 RAYMOND FINK PRESIDENT 1.00 X X 0 0 0 TERESA DAVID DIRECTOR OF FINANCE 40.00 X 84772 0 16882 PETER FLEISCHMANN CEO (TO 8/17/2018) 40.00 X 161287 0 7957 LYNN CATALANO DIRECTOR OF DEVELOPMENT 40.00 X 132492 0 0 406265 0 24839 2 0 1 0 LIPPES MATHIAS WEXLER FRIEDMAN LLP 50 FOUNTAIN PLAZA STE 1700 BUFFALO NY 14202 LEGAL SERVICES 194605 1 5846563 3000541 5846563 FUND CHARGES 561000 342740 342740 342740 3662615 3662615 45016296 44648608 367688 367688 367688 DEATH BENEFITS 561000 2603660 2603660 INCOME FROM DISREGARDED ENTITIES 561000 1414175 1414175 4017835 14237441 2946400 0 5444478 9349225 9349225 65562 65562 226000 226000 296564 125811 106281 64472 580216 266056 253329 60831 25161 12111 10260 2790 127769 62607 57496 7666 68367 33500 30765 4102 11836 5800 5326 710 238455 238455 22493 22493 23764 23764 13583 6657 6111 815 34102 12079 12596 9427 52927 25934 23817 3176 13127 6432 5907 788 9551 4680 4298 573 42250 34761 6608 881 38014 18627 17106 2281 LIFE INSURANCE PREMIUMS 1668630 1668630 PROGRAM 168912 168912 MISCELLANEOUS 105998 89301 14733 1964 EQUIPMENT RENTAL AND MA 33613 16470 15126 2017 21333 11151 7682 2500 13237452 12210306 838389 188757 19367260 13607099 2093582 1923248 7623616 7672513 929467 524342 424276 405125 105702732 100712674 14582400 22950000 57324955 57780945 207118821 205051604 763545 1921332 48504328 48192588 970051 205051 14037731 19296222 64275655 69615193 X 117197273 113191404 9343054 9336521 16302839 12908486 142843166 135436411 207118821 205051604 X 999989 -3808187 -4062971 -535586 X X 0 1 X 1 0 X 17967052 5797760 32867604 8275424 5846563 70754403 17967052 5797760 32867604 8275424 5846563 70754403 28857186 41897217 1410069 1505182 1944015 2685375 5076790 12621431 1957384 412851 1600000 2603660 6573895 89949729 0.46580 0.49480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: DEATH BENEFITS - 2014 AMOUNT: $ 1,957,384. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 412,851. 2017 AMOUNT: $ 1,600,000. 2018 AMOUNT: $ 2,603,660. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 304 3363321 9750891 127722581 1 1 0 1 X 21864483 2348342 -780818 1187000 22245007 17175408 873754 2582099 347744 20283517 15384913 1505049 1026940 741494 17175408 16153822 190 -11549 757550 15384913 15998054 2124 836040 682396 16153822 0.58030 0.41970 0 0 929467 524342 405125 405125 75 SHARES BERSKIRE HATHAWAY INC. CLASS A 22950000 F 22950000 CASH SURRENDER VALUE LIFE INSURANCE 2730276 OTHER ASSETS 3538419 LIFE SETTLEMENT CONTRACTS 6634219 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 21302579 BUILDINGS OWNED BY LLC'S 23575452 57780945 LIABILITY TO DONORS 19296222 19296222 PART IV, LINE 2B: THE FOUNDATION FOR JEWISH PHILANTHROPIES MANAGES ENDOWMENT AND QUASI-ENDOWMENT FUNDS FOR VARIOUS OTHER SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES, AND SYNAGOGUES. THE FOUNDATION PROVIDES INVESTMENT AND OTHER FUND MANAGEMENT SERVICES TO THESE ORGANIZATIONS UNDER AGREEMENTS, WHICH SPECIFY CHARGES AND FEES, WHERE APPLICABLE. SINCE THESE FUNDS REMAIN UNDER THE CONTROL OF THE AGENCIES, THEY ARE SHOWN AS FUNDS HELD ON BEHALF OF OTHER ORGANIZATIONS. PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ASSETS AGAINST INFLATION. AN ADDITIONAL OBJECTIVE IS TO MAXIMIZE TOTAL RETURN, IN THE FORM OF INCOME, CAPITAL APPRECIATION OR BOTH, CONSISTENT WITH THE LEVEL OF RISK TAKEN. EARNINGS AND LOSSES ON THE INVESTMENT FUNDS ARE RECORDED IN THE TEMPORARILY RESTRICTED NET ASSET CATEGORY IN COMPLIANCE WITH THE RESTRICTIONS OVER EARNINGS AS SPECIFIED BY THE DONOR. SCHEDULE D, PART V - EXPLANATION OF DIFFERENCES THE DIFFERENCE IN THE ENDING BALANCE IN SCHEDULE D, PART V, COLUMN (B) AND THE BEGINNING BALANCE IN COLUMN (A) IS DUE TO A PRIOR PERIOD RESTATEMENT TO RECOGNIZE A PREVIOUSLY UNRECOGNIZED LIABILITY RELATED TO FUNDS HELD ON BEHALF OF OTHER ORGANIZATIONS. 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS 200000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS 26000 0 0 0 0 0 0 226000 0 226000 NORTH AMERICA GENERAL SUPPORT 200000 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL SUPPORT 26000 CHECK 2 0 0 0 0 0 0 PART I, LINE 2 REASONABLE MEASURES ARE TAKEN TO ENSURE THAT GRANTS ARE BEING USED FOR THEIR INTENDED PURPOSE. TO ENSURE THE APPROPRIATE USE OF GRANT FUNDS, THE ORGANIZATION HAS SPECIFIC PROCEDURES FOR MAKING GRANTS. WITH EACH GRANT MADE, THE CONDITIONS OF SUCH ARE SPECIFIED IN A GRANT LETTER. 0 AFRICAN AMERICAN CULUTRAL CENTER 350 MASTEN AVENUE BUFFALO NY 14209 160920652 501C(3) 5000 GENERAL SUPPORT AHAVAS TORAH CENTER 1550 W HORIZON RIDGE PARKWAY SUITE A HENDERSON NV 89012 463390357 501C(3) 5000 GENERAL SUPPORT AJC WEST COAST FLORIDA 1605 MAIN STREET SUITE 612 SARASOTA FL 34236 135563393 501C(3) 55000 GENERAL SUPPORT ALBRIGHT-KNOX ART GALLERY PO BOX 8000 DEPARTMENT 028 BUFFALO NY 14267 166001555 501C(3) 163650 GENERAL SUPPORT AMERICAN COMMITTEE FOR SHAARE TZEDEK 55 W 39TH STREET 4TH FLOOR NEW YORK NY 10018 135645878 501C(3) 5000 GENERAL SUPPORT AMERICAN FRIENDS OF KOLLEL OHR YOSEF 1327 EAST 26TH STREET BROOKLYN NY 11210 133979889 501C(3) 9500 GENERAL SUPPORT AMERICAN FRIENDS OF THE TORAH LEADERSHIP INSTITUTE C/O KUPIETZKY 9110 KARLOV AVE SKOKIE IL 60602 134090781 501C(3) 5000 GENERAL SUPPORT AMERICAN JEWISH COMMITTEE 2640 NORTH FOREST ROAD GETZVILLE NY 14068 135563393 501C(3) 80850 GENERAL SUPPORT AMERICAN RED CROSS 786 DELAWARE AVENUE BUFFALO NY 14209 530196605 501C(3) 6900 GENERAL SUPPORT ANIMAL RESCUE COALITION OF SARASOTA 6320 TOWER LANE SARASOTA FL 34240 650950292 501C(3) 10000 GENERAL SUPPORT ARTPARK 450 SOUTH 4TH STREET LEWISTON NY 14092 237086200 501C(3) 8500 GENERAL SUPPORT ASCP RESEARCH AND EDUCATION FOUNDATION 1240 N PITT STREETSUITE 300 ALEXANDRIA VA 22314 541358129 501C(3) 20000 GENERAL SUPPORT AURORA WALDORF SCHOOL 525 WEST FALLS ROAD WEST FALLS NY 14170 161402664 501C(3) 33000 GENERAL SUPPORT AVIVA JEWISH HOUSING COUNCIL FOUNDATION 1955 N HONORE AVENUESTE B1 SARASOTA FL 34235 200910348 501C(3) 26329 GENERAL SUPPORT BAINBRIDGE ISLAND LAND TRUST PO BOX 10144 BAINBRIDGE ISLAND WA 98110 911439338 501C(3) 7500 GENERAL SUPPORT BAIS LUBAVITCH PO BOX 153 GETZVILLE NY 14068 161047850 501C(3) 12000 GENERAL SUPPORT BUFFALO BOTANICAL GARDENS 2655 SOUTH PARK AVENUE BUFFALO NY 142181526 222514024 501C(3) 7150 GENERAL SUPPORT BUFFALO CENTER FOR ARTS AND TECHNOLOGY 1221 MAIN STREET BUFFALO NY 14209 455213027 501C(3) 5500 GENERAL SUPPORT BUFFALO CITY MISSION PO BOX 496 BUFFALO NY 14205 160743965 501C(3) 5600 GENERAL SUPPORT BUFFALO HISTORY MUSEUM ONE MUSEUM COURT BUFFALO NY 14216 166000166 501C(3) 5650 GENERAL SUPPORT BUFFALO JEWISH FEDERATION 2640 NORTH FOREST ROAD SUITE 300 GETZVILLE NY 14068 160743210 501C(3) 407980 GENERAL SUPPORT BUFFALO OLMSTED PARKS CONSERVANCY 84 PARKSIDE AVENUE BUFFALO NY 14214 222720927 501C(3) 65100 GENERAL SUPPORT BUFFALO PHILHARMONIC ORCHESTRA 786 DELAWARE AVENUE 2 BUFFALO NY 142092006 222270540 501C(3) 64900 GENERAL SUPPORT BUFFALO SEMINARY 205 BIDWELL PARKWAY BUFFALO NY 14222 160367980 501C(3) 18850 GENERAL SUPPORT BUFFALO THERAPEUTIC RIDING CENTER 950 AMHERST STREET BUFFALO NY 14216 161384642 501C(3) 14000 GENERAL SUPPORT BUFFALO ZOO 300 PARKSIDE AVENUE BUFFALO NY 142141999 160911204 501C(3) 30060 GENERAL SUPPORT BURCHFIELD PENNEY ART CENTER BUFFALO STATE COLLEGE 1300 ELMWOOD AVENUE BUFFALO NY 142221095 161596245 501C(3) 32425 GENERAL SUPPORT BUREAU OF JEWISH EDUCATION 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760886 501C(3) 18830 GENERAL SUPPORT CATHOLIC ACADEMY OF NIAGARA FALLS 1055 N MILITARY ROAD NIAGARA FALLS NY 14304 161401192 501C(3) 9000 GENERAL SUPPORT CHABAD HOUSE OF BUFFALO PO BOX 153 GETZVILLE NY 14068 161047850 501C(3) 16880 GENERAL SUPPORT CHABAD MITZVAH WORKSHOP 166 W 97TH STREET NEW YORK NY 10025 821843003 501C(3) 9000 GENERAL SUPPORT CHASDEI DAVID 5314 16TH AVENUE 221 BROOKLYN NY 11204 204081578 501C(3) 13200 GENERAL SUPPORT CHAUTAUQUA FUND THE CHAUTAUQUA INSTITUTION PO BOX 28 CHAUTAUQUA NY 14722 160758844 501C(3) 5300 GENERAL SUPPORT CITRS INC 40 MORRIS AVENUE BRYN MAWR PA 19010 462397316 501C(3) 5000 GENERAL SUPPORT CLEAN AIR COALITION WNY 52 LINWOOD BUFFALO NY 14209 270746038 501C(3) 13000 GENERAL SUPPORT COEXISTENCE INC PO BOX 2559 SARASOTA FL 34230 203581293 501C(3) 57623 GENERAL SUPPORT COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY 45 JEWETT AVE SUITE 150 BUFFALO NY 14214 160911473 501C(3) 5000 GENERAL SUPPORT COMMUNITY FOUNDATION FOR GREATER BUFFALO LARKIN AT EXCHANGE726 EXCHANGE STREET SUITE 525 BUFFALO NY 14210 222743917 501C(3) 7420 GENERAL SUPPORT COMMUNITY FOUNDATION OF TOMPKINS COUNTY 200 E BUFFALO STREETSUITE 202 ITHACA NY 14850 161587553 501C(3) 60000 GENERAL SUPPORT CONGREGATION SHIR SHALOM 4660 SHERIDAN DRIVE WILLIAMSVILLE NY 14221 455482140 501C(3) 26569 GENERAL SUPPORT CRADLE BEACH CAMP INC 8038 OLD LAKE SHORE ROAD ANGOLA NY 14006 160743025 501C(3) 8100 GENERAL SUPPORT DAVID GORDON LOUIS DANIEL FOUNDATION PO BOX 7137 MCLEAN VA 22106 201562086 501C(3) 7500 GENERAL SUPPORT DISCOVERY TRAIL 159 SAPSUCKER WOODS ROAD ITHACA NY 14850 261208633 501C(3) 100000 GENERAL SUPPORT DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 21741 133433452 501C(3) 8600 GENERAL SUPPORT EDITH B FORD MEMORIAL LIBRARY PO BOX 410 OVID NY 14521 150535071 501C(3) 1000000 GENERAL SUPPORT ELMWOOD FRANKLIN SCHOOL 104 NEW AMSTERDAM AVENUE BUFFALO NY 14216 160743000 501C(3) 5725 GENERAL SUPPORT ERIE COUNTY SPCA 300 HARLEM ROAD WEST SENECA NY 14224 160425315 501C(3) 5000 GENERAL SUPPORT FAMILY READING PARTNERSHIP 54 GUNDERMAN ROAD ITHACA NY 14850 161594725 501C(3) 50000 GENERAL SUPPORT FD NOW 1170 GREEN KNOLLS DRIVE BUFFALO GROVE IL 60089 263531031 501C(3) 25000 GENERAL SUPPORT FJC - A FOUNDATION OF DONOR ADVISED FUNDS 520 8TH AVENUE 20TH FLOOR NEW YORK NY 10018 133848582 501C(3) 22694 GENERAL SUPPORT FJP - JEWISH COMMUNITY CENTER JEWISH COMMUNITY CENTER GETZVILLE NY 14068 160760887 501C(3) 35232 GENERAL SUPPORT FOOD BANK OF WNY FEEDMORE WNY 91 HOLT STREET BUFFALO NY 14206 222470820 501C(3) 10500 GENERAL SUPPORT FOREST LAWN HERITAGE FOUNDATION 1411 DELAWARE AVENUE BUFFALO NY 14209 161405484 501C(3) 150000 GENERAL SUPPORT FREEDOM SERVICE DOGS OF AMERICA 7193 S DILLON CT ENGLEWOOD CO 80112 841068936 501C(3) 25000 GENERAL SUPPORT GAMELAN SEKAR JAYA 3023 SHATTUCK AVENUE BERKELEY CA 94705 942933985 501C(3) 15000 GENERAL SUPPORT GEORGE WASHINGTON UNIVERSITY 801 22ND STREET NW WASHINGTON DC 20052 530196584 501C(3) 5000 GENERAL SUPPORT GERARD PLACE 2515 BAILEY AVENUE BUFFALO NY 14215 161562738 501C(3) 5100 GENERAL SUPPORT GIRLS EDUCATION COLLABORATIVE 640 ELLICOTT STREET BUFFALO NY 14203 611578303 501C(3) 5200 GENERAL SUPPORT HILLEL OF BUFFALO 520 LEE ENTRANCEUB COMMONS SUITE 101B AMHERST NY 14228 166065281 501C(3) 32530 GENERAL SUPPORT HOLOCAUST RESOURCE CENTER 338 HARRIS HILL ROADSUITE 108 WILLIAMSVILLE NY 14221 161264021 501C(3) 9328 GENERAL SUPPORT HONORHEALTH FOUNDATION 8125 N HAYDEN ROAD SCOTTSDALE AZ 85258 742355411 501C(3) 50000 GENERAL SUPPORT HOSPICE FOUNDATION OF WNY 225 COMO PARK BOULEVARD CHEEKTOWAGA NY 14227 223137812 501C(3) 16350 GENERAL SUPPORT INTERNATIONAL CAMPAIGN FOR TIBET PO BOX 9005 WALDORF MD 206049005 521570071 501C(3) 5000 GENERAL SUPPORT INVESTIGATIVE REPORTERS & EDITORS 141 NEFF ANNEX COLUMBIA MO 65211 510166741 501C(3) 8000 GENERAL SUPPORT JEWISH COMMUNITY CENTER OF GREATER BUFFALO 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760887 501C(3) 6255 GENERAL SUPPORT JEWISH COMMUNITY CENTER OF GREATER ROCHESTER 1200 EDGEWOOD AVENUE ROCHESTER NY 14618 160743060 501C(3) 10000 GENERAL SUPPORT JEWISH DISCOVERY CENTER 757 HOPKINS ROAD WILLIAMSVILLE NY 14221 161440147 501C(3) 113716 GENERAL SUPPORT JEWISH FAMILY SERVICE 70 BARKER STREET BUFFALO NY 142092013 160760888 501C(3) 7432 GENERAL SUPPORT JEWISH FEDERATION CEMETERY CORPORATION 2640 NORTH FOREST ROADSUITE 300 GETZVILLE NY 14068 161157277 501C(3) 10330 GENERAL SUPPORT JEWISH FEDERATION OF GREATER BUFFALO 2640 NORTH FOREST ROADSUITE 300 GETZVILLE NY 14068 160743210 501C(3) 83304 GENERAL SUPPORT JEWISH FEDERATION OF GREATER PHOENIX 12701 N SCOTTSDALE ROADSTE 201 SCOTTSDALE AZ 852545433 860096784 501C(3) 10000 GENERAL SUPPORT JEWISH FEDERATION SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BOULEVARD BOCA RATON FL 334281788 591945109 501C(3) 6700 GENERAL SUPPORT JEWISH HERITAGE DAY SCHOOL 411 JOHN JAMES AUDUBON PARKWAY AMHERST NY 14228 161468106 501C(3) 47800 GENERAL SUPPORT JEWISH HOUSING COUNCIL FOUNDATION 1955 N HONORE AVENUE SARASOTA FL 34235 200910348 501C(3) 6604 GENERAL SUPPORT JEWISH NATIONAL FUND 78 RANDALL AVENUE NEW YORK NY 11570 131359627 501C(3) 25710 GENERAL SUPPORT JFCS OF THE SUNCOAST INC 2688 FRUITVILLE ROAD SARASOTA FL 34237 592693318 501C(3) 30000 GENERAL SUPPORT KADIMAH ACADEMY 1085 EGGERT ROAD AMHERST NY 14226 160838839 501C(3) 35753 GENERAL SUPPORT KARMA YOGA OUTREACH INC 2888 RINGLING BLVD SARASOTA FL 34237 475644799 501C(3) 5000 GENERAL SUPPORT KATZ HILLEL DAY SCHOOL 21011 95TH AVE SOUTH BOCA RATON FL 33428 650489297 501C(3) 21000 GENERAL SUPPORT KEHILLAT OHR TZION 879 HOPKINS ROAD WILLIAMSVILLE NY 14221 510417564 501C(3) 10536 GENERAL SUPPORT KOLLEL ZICHRON BINYAMIN YOSEF 160 SEMINOLE DRIVE LAKEWOOD NJ 08701 453773645 501C(3) 5000 GENERAL SUPPORT LAFAYETTE COLLEGE DEVELOPMENT OFFICE616 PARSONS STREET EASTON PA 18042 240795686 501C(3) 120000 GENERAL SUPPORT LUBAVITCH MESIVTA OF CHICAGO 2705 W MORSE AVENUE CHICAGO IL 60645 364055620 501C(3) 5000 GENERAL SUPPORT MACHIK 1201 K STREET NW WASHINGTON DC 20005 030377568 501C(3) 6400 GENERAL SUPPORT MARTHA'S VINEYARD CHAMBER MUSIC SOCIETY PO BOX 4189 VINEYARD HAVEN MA 02568 222483970 501C(3) 5000 GENERAL SUPPORT MARTIN HOUSE RESTORATION CORPORATION 143 JEWETT PARKWAY BUFFALO NY 14214 161426693 501C(3) 750400 GENERAL SUPPORT MEALS ON WHEELS FOUNDATION 100 JAMES E CASEY DRIVE BUFFALO NY 14206 161475486 501C(3) 6980 GENERAL SUPPORT MESIVTA OF GREATER LOS ANGELES 25115 MUREAU ROAD CALABASAS CA 91302 954621495 501C(3) 6000 GENERAL SUPPORT MOTE MARINE LABORATORY 1600 KEN THOMPSON PKWY SARASOTA FL 34236 590756643 501C(3) 460000 GENERAL SUPPORT MOUNT SINAI HOSPITAL 1 GUSTAVE L LEVY PLACE PO BOX 1079 NEW YORK NY 10029 131624096 501C(3) 25000 GENERAL SUPPORT NATE'S HONOR ANIMAL RESCUE 4951 LORRAINE ROAD BRADENTON FL 34211 260878064 501C(3) 80000 GENERAL SUPPORT NATHAN BENDERSON COMMUNITY PARK FOUNDATION 7978 COOPER CREEK BLVD STE 100 UNIVERSITY PARK FL 34201 471806664 501C(3) 203685 GENERAL SUPPORT NATIONAL FEDERATION FOR JUST COMMUNITIES OF WNY 360 DELAWARE AVENUE SUITE 106 BUFFALO NY 14202 203185568 501C(3) 5050 GENERAL SUPPORT NATIONAL INNER CITIES YOUTH OPPORTUNITIES INC 549 LINWOOD AVENUE BUFFALO NY 14209 161148412 501C(3) 8000 GENERAL SUPPORT NER ISRAEL RABBINICAL COLLEGE 400 MT WILSON LANE BALTIMORE MD 21208 520660881 501C(3) 5000 GENERAL SUPPORT NEW PHOENIX THEATRE ON THE PARK 95 JOHNSON PARK BUFFALO NY 14201 161521069 501C(3) 5000 GENERAL SUPPORT NIAGARA AQUARIUM FOUNDATION INC 701 WHIRLPOOL STREET NIAGARA FALLS NY 14301 161448764 501C(3) 10000 GENERAL SUPPORT NICHOLS SCHOOL 1250 AMHERST STREET BUFFALO NY 14216 160755808 501C(3) 14530 GENERAL SUPPORT NUCLEAR INFORMATION & RESOURCE SERVICE 6930 CARROLL AVENUESUITE 340 TAKOMA PARK MD 20912 521119677 501C(3) 10000 GENERAL SUPPORT OHR TEMIMIM SCHOOL 411 JOHN JAMES AUDUBON PARKWAY AMHERST NY 14228 161468106 501C(3) 8120 GENERAL SUPPORT OLMSTED CENTER FOR SIGHT 1170 MAIN STREET BUFFALO NY 142092331 160743930 501C(3) 14500 GENERAL SUPPORT OMEGA MENTORING PROGRAM PO BOX 3 BUFFALO NY 14209 274309783 501C(3) 28000 GENERAL SUPPORT ORGANIZATION FOR THE RESOLUTION OF AGUNOT INC 551 WEST 181ST STREETSUITE 123 NEW YORK NY 10033 810582070 501C(3) 7500 GENERAL SUPPORT PLANNED PARENTHOOD OF CENTRAL AND WNY 2697 MAIN STREET BUFFALO NY 142141701 352173981 501C(3) 35850 GENERAL SUPPORT POLICY STUDIES ORGANIZATION 1527 NEW HAMPSHIRE AVENUE NW WASHINGTON DC 20036 237163011 501C(3) 30000 GENERAL SUPPORT ROBERT H JACKSON CENTER 305 EAST FOURTH STREET JAMESTOWN NY 14701 161605121 501C(3) 5350 GENERAL SUPPORT ROCHESTER AREA COMMUNITY FOUNDATION ALGONQUIN CAMPERSHIP FUND 500 EAST AVENUE ROCHESTER NY 14607 237250641 501C(3) 10000 GENERAL SUPPORT ROCHESTER EDUCATION FOUNDATION 250 MILL STREET ROCHESTER NY 14614 270132133 501C(3) 20000 GENERAL SUPPORT ROMULUS FOUNDATION FOR EDUCATIONAL OPPORTUNITIES 5705 MAIN STREET ROMULUS NY 14541 223688238 501C(3) 10000 GENERAL SUPPORT ROOSEVELT UNIVERSITY 430 S MICHIGAN AVE CHICAGO IL 60605 362167854 501C(3) 15000 GENERAL SUPPORT ROSWELL PARK ALLIANCE FOUNDATION ELM AND CARLTON STREETS BUFFALO NY 14263 161391608 501C(3) 1038286 GENERAL SUPPORT SALVATION ARMY 960 MAIN STREET BUFFALO NY 14202 135562351 501C(3) 13325 GENERAL SUPPORT SATURN CLUB HISTORIC PRESERVATION FOUNDATION 977 DELAWARE AVE BUFFALO NY 14209 201840639 501C(3) 50100 GENERAL SUPPORT SCIENCENTER 601 FIRST STREET ITHACA NY 14850 222470652 501C(3) 10000 GENERAL SUPPORT SHAKESPEARE IN DELAWARE PARK PO BOX 716 BUFFALO NY 14205 161407505 501C(3) 5250 GENERAL SUPPORT SHAW FESTIVAL FOUNDATION PO BOX 628 LEWISTON NY 14092 222809351 501C(3) 8900 GENERAL SUPPORT SISTERS HOSPITAL FOUNDATION 2157 MAIN STREET BUFFALO NY 14214 222283077 501C(3) 5699 GENERAL SUPPORT SPECIAL ATHLETE BOOSTERS INC C/O STEVE AMHART PRESIDENT2912 ALEX MCKAY PLACE SARASOTA FL 342408401 650488256 501C(3) 5300 GENERAL SUPPORT SQUASH EDUCATION ALLIANCE 555 EIGHTH AVENUE SUITE 1102 NEW YORK NY 10018 166050490 501C(3) 25000 GENERAL SUPPORT ST AGNES SCHOOL 60 PARK PLACE AVON NY 14414 160775001 501C(3) 10000 GENERAL SUPPORT ST MARKS & ALL SAINTS EPISCOPAL CHURCH 311 ONTARIO STREET BUFFALO NY 14207 161517131 501C(3) 14000 GENERAL SUPPORT STANDING STRONG COMMUNITY RESOURCES 298 NW 45TH STREET BOCA RATON FL 33431 813572082 501C(3) 8600 GENERAL SUPPORT SUNCOAST AQUATIC NATURE CENTER ASSOCIATES 5851 NATHAN BENDERSON CIRCLE SARASOTA FL 34235 452641647 501C(3) 626924 GENERAL SUPPORT TEAM TONY CANCER FOUNDATION 3850 SOUTH OSPREY AVENUE SUITE 203 SARASOTA FL 34239 273755241 501C(3) 10033 GENERAL SUPPORT TEMPLE BETH TZEDEK 1641 N FOREST ROAD WILLIAMSVILLE NY 14221 262794681 501C(3) 52257 GENERAL SUPPORT TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 142261497 160755891 501C(3) 70523 GENERAL SUPPORT TEMPLE JUDEA 4311 HOOD ROAD PALM BEACH GARDENS FL 33410 953445568 501C(3) 9250 GENERAL SUPPORT THE SCHOERKE FOUNDATION PO BOX 214 WESTTOWN PA 19395 205613248 501C(3) 5000 GENERAL SUPPORT THE SHUL 9540 COLLINS AVENUE SURFSIDE FL 33154 592302315 501C(3) 6000 GENERAL SUPPORT TOMPKINS COUNTY PUBLIC LIBRARY FOUNDATION 101 EAST GREEN STREET ITHACA NY 14850 161422052 501C(3) 100000 GENERAL SUPPORT TORAH ACADEMY OF BOCA RATON 3881 NW 3RD AVENUE BOCA RATON FL 33431 650788118 501C(3) 7000 GENERAL SUPPORT TORAH LIVE INC 1327 EAST 26TH STREET BROOKLYN NY 11210 460643106 501C(3) 50000 GENERAL SUPPORT UB FOUNDATION INC PO BOX 900 BUFFALO NY 14226 160865182 501C(3) 217400 GENERAL SUPPORT UNIVERSITY AT BUFFALO LAW SCHOOL OFFICE OF DEV 408 OBRIAN HALL BUFFALO NY 14260 161691816 501C(3) 38000 GENERAL SUPPORT UNITED JEWISH FUND 2640 NORTH FOREST ROAD SUITE 300 GETZVILLE NY 14068 160743210 501C(3) 98055 GENERAL SUPPORT UNITED WAY OF BUFFALO 742 DELAWARE AVENUE BUFFALO NY 14209 160743969 501C(3) 52205 GENERAL SUPPORT UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION 4603 CALVERT ROAD COLLEGE PARK MD 20740 522197313 501C(3) 100000 GENERAL SUPPORT URBAN JUSTICE CENTER 40 RECTOR STREET 9TH FLOOR 40 NEW YORK CITY NY 10006 133442022 501C(3) 5000 GENERAL SUPPORT V FOUNDATION 14600 WESTON PARKWAY CARY NC 27513 133705951 501C(3) 31500 GENERAL SUPPORT VAAD HARABBANIM L'INYANEI TZEDUKA 221 REGENT DRIVE LAKEWOOD NJ 08701 371456890 501C(3) 5000 GENERAL SUPPORT VARIETY THE CHILDREN'S CHARITY OF BUFFALO & WNY 6114 BROADWAY LANCASTER NY 140869100 166059517 501C(3) 5000 GENERAL SUPPORT VILLAGE AT ITHACA 609 WEST CLINTON STREET SUITE 109 ITHACA NY 14850 161554144 501C(3) 10000 GENERAL SUPPORT WESTMINSTER PRESBYTERIAN CHURCH 724 DELAWARE AVENUE BUFFALO NY 14209 160743224 501C(3) 26769 GENERAL SUPPORT WNED HORIZONS PLAZAPO BOX 1263 BUFFALO NY 142401263 160834459 501C(3) 7095 GENERAL SUPPORT WNY POP WARNER PO BOX 801 BUFFALO NY 14205 280698073 501C(3) 5850 GENERAL SUPPORT YESHIVA DAY SCHOOL OF LAS VEGAS 55 N VALLE VERDE DRIVE HENDERSON NV 89074 260736080 501C(3) 34000 GENERAL SUPPORT YOUNG ARTS ARIZONA LTD 2009 NORTH 7TH STREET PHOENIX AZ 85006 860933814 501C(3) 5000 GENERAL SUPPORT YOUNG ISRAEL OF GREATER BUFFALO 105 MAPLE ROAD WILLIAMSVILLE NY 14221 237393735 501C(3) 20190 GENERAL SUPPORT 148 FINANCIAL ASSISTANCE FOR ACADEMIC SCHOLARSHIP AWARDS AND ISRAEL SCHOLARSHIPS 26 65562 PART I, LINE 2: REASONABLE MEASURES ARE TAKEN TO ENSURE THAT GRANTS ARE BEING USED FOR THEIR INTENDED PURPOSE. TO ENSURE THE APPROPRIATE USE OF GRANT FUNDS, THE ORGANIZATION HAS SPECIFIC PROCEDURES FOR MAKING GRANTS. WITH EACH GRANT MADE, THE CONDITIONS OF SUCH ARE SPECIFIED IN A GRANT LETTER. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 PETER FLEISCHMANN CEO (TO 8/17/2018) 129861 0 0 0 31426 0 0 0 7957 0 169244 0 0 0 PART I, LINE 1A A DISCRETIONARY SPENDING ACCOUNT WAS PROVIDED BY THE ORGANIZATION ONLY TO PETER FLEISCHMANN, FORMER DIRECTOR AND CEO, FOR REIMBURSEMENT OF MISCELLANEOUS PERSONAL OUT OF POCKET EXPENSES AND WAS INCLUDED IN HIS TAXABLE COMPENSATION DURING HIS EMPLOYMENT DURING 2018 UP TO HIS TERMINATION ON 8/17/18. X 106 3000541 MEDIANPRICE GIFTDATE 0 1 1 PART I, LINE 32B: BROKERS ARE USED TO SELL NON CASH DONATIONS OF SECURITIES. FORM 990, PART VI, SECTION A, LINE 2 HONORARY TRUSTEE, GORDON GROSS, AND BOARD MEMBER, GRETCHEN GROSS ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 5 FORM 990, PART V, LINE 9A: BETWEEN 2006 AND 2018, THE FORMER DIRECTOR AND CEO OF THE FOUNDATION FACILITATED SCHOLARSHIP GRANTS TOTALING $1,571,240.73 OF TAXABLE DISTRIBUTIONS WHILE CONCEALING HIS ACTIONS FROM THE BOARD. IN OCTOBER 2000, DONOR A CREATED THE DONOR A DONOR ADVISED FUND. UPON INFORMATION REVIEWED, IT APPEARS THAT DISTRIBUTIONS WERE DIRECTED FROM DONOR A'S SCHOLARSHIP PROGRAM OUTSIDE OF THE BOARD'S OVERSIGHT. IT IS THE BOARD'S BELIEF AND UNDERSTANDING THAT OVER A PERIOD OF YEARS, WHEN THE DONOR RECOMMENDED SCHOLARSHIPS FROM THE DONOR ADVISED FUND, THESE SCHOLARSHIPS WERE DISTRIBUTED AND FAILED TO BE DISCLOSED TO THE BOARD OR SCHOLARSHIP COMMITTEE AND THAT THE SO CALLED SCHOLARSHIP GRANTS FAILED TO COMPLY WITH BOARD POLICY AND PROCEDURE. TYPICALLY, THE FOUNDATION BOARD APPROVES SCHOLARSHIPS FROM VARIOUS FUNDS THROUGH A BOARD APPOINTED SCHOLARSHIP COMMITTEE (THE "COMMITTEE"). THE COMMITTEE MEETS ANNUALLY IN AUGUST OF EACH FISCAL YEAR TO REVIEW SCHOLARSHIP REQUESTS AND TO GRANT SCHOLARSHIPS FROM THE VARIOUS FUNDS UNDER THE FOUNDATION'S MANAGEMENT AND OFFERS SAME TO QUALIFIED SCHOLARSHIP RECIPIENTS. THE FOUNDATION'S BOARD LEARNED OF THE MATTER AFTER A WHISTLEBLOWER CAME FORWARD. IMMEDIATELY UPON LEARNING OF THE ALLEGED ACTIONS, THE BOARD TOOK THE FOLLOWING ACTIONS: - RETENTION OF AN OUTSIDE LAW FIRM TO SERVE AS COUNSEL IN INVESTIGATING THE WHISTLEBLOWER'S ALLEGATIONS - PLACED THE CEO ON ADMINISTRATIVE LEAVE - LEGAL COUNSEL ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO CONDUCT A FORENSIC EXAMINATION OF THE FOUNDATION'S ACTIVITIES TO CONFIRM AND QUANTIFY ANY INAPPROPRIATE ACTIVITY AFTER THE EXHAUSTIVE INTERNAL INVESTIGATION WHEREIN THE GRANTS CAME TO LIGHT, CORRECTIVE ACTION WAS TAKEN, INCLUDING BUT NOT LIMITED TO THE FOLLOWING: - AN EXPLANATION OF THE ERROR TO THE DONOR - ASSURANCE TO THE DONOR THAT SUCH ERRORS WILL NOT OCCUR IN THE FUTURE - A CORRECTION PAYMENT OF $1,582,179.90 FROM THE DONOR TO THE DONOR ADVISED FUND TO REIMBURSE THE DONOR ADVISED FUND FOR THE ERRONEOUS GRANTS. (NOTE: THIS AMOUNT IS OVERSTATED AS THE FOUNDATION POSTED ADJUSTMENTS IN THE AMOUNT OF ERRONEOUS GRANTS DISTRIBUTED AFTER THE DONOR MADE THE CORRECTION PAYMENT.) - A COMPLETE PROCEDURAL RESTRUCTURING AS TO HOW GRANTS ARE APPROVED - ACCEPTANCE OF CEO'S RESIGNATION - SELF-REPORTING TO THE NYS ATTORNEY GENERAL CHARITIES BUREAU - RETENTION OF NEW INDEPENDENT AUDITORS - INDEPENDENT EVALUATION OF INTERNAL CONTROLS - MODIFICATION OF EXISTING POLICY AND PROCEDURES - REVIEW ALL EXISTING FUND AGREEMENTS TO ENSURE COMPLIANCE - REVISION OF THE BY-LAWS - REVISION OF THE COMMITTEE STRUCTURE - RETENTION OF A NEW CFO/COO - REORGANIZATION OF COMMITTEE STRUCTURE AND RESPONSIBILITIES - INCREASE IN BOARD OVERSIGHT INCLUDING INCREASING MANAGEMENT COMMITTEE MEETINGS FROM FOUR TIMES PER YEAR TO BI-WEEKLY - REPORT THE TAXABLE DISTRIBUTIONS TO THE IRS AS QUICKLY AS POSSIBLE AFTER DISCOVERY FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE DIRECTOR OF FINANCE AND THEN BY THE BOARD PRESIDENT. PRIOR TO FILING, COPIES OF FORM 990 ARE PROVIDED TO ALL BOARD MEMBERS FOR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS FURNISHED TO EACH TRUSTEE, OFFICER, COMMITTEE MEMBER, AND EMPLOYEE. ALL PARTIES ARE EDUCATED ABOUT THE IMPORTANCE OF COMPLIANCE WITH THE CONFLUCT OF INTEREST POLUCY AND ARE SUBJECT TO DISCIPLINARY ACTION IF THEY FAIL TO ADHERE TO IT. EACH PERSON SIGNS AN ANNUAL COMPLIANCE AGREEMENT ACKNOWLEDGING RECEIPT OF THIS POLICY AND AGREEING TO ABIDE BY IT. AN INTERESTED PERSON MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND ANY MATERIAL FACT WHICH MAY RELATE TO ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE CEO, THE BOARD OR ANY APPROPRIATE COMMITTEE AT THE BEGINNING OF THE BOARD'S OR SUCH COMMITTEE'S CONSIDERATION OR REVIEW OF ANY PROPOSED OR EXISTING TRANSACTION OR AS SOON AS HE/SHE FIRST BECOMES AWARE OF IT. AFTER THE CEO OR AN INTERESTED PERSON DISCLOSES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR ANY MATERIAL FACT, WHICH MAY RELATE THERETO THE BOARD OR ANY APPROPRIATE COMMITTEE, SAID BOARD OR COMMITTEE WILL DISCUSS SAID DISCLOSURE WITH THE INTERESTED PERSON. THEN THE INTERESTED PERSON WILL LEAVE THE BOARD OR COMMITTEE MEETING. THE BOARD OR COMMITTEE WILL DISCUSS THE DISCLOSURE AND VOTE. THE BOARD OR COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF ALL OF ITS REMAINING MEMBERS IF A CONFLICT OF INTEREST EXISTS; PROVIDED, HOWEVER, THAT IF A TRANSACTION WOULD CONSTITUTE A RELATED PARTY TRANSACTION UNDER THE NEW YORK NOT-FOR- PROFIT CORPORATION LAW, A CONFLICT OF INTEREST WILL BE DEEMED TO EXIST. IF THE BOARD OR A COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST DOES IN FACT EXIST, THEN THE FOUNDATION WILL TAKE THE FOLLOWING STEPS: 1. THE BOARD OR COMMITTEE WILL INVESTIGATE ALTERNATIVES TO THE PROPOSED OR EXISTING TRANSACTION. 2. AFTER EXERCISING DUE DILIGENCE AND AFTER ASSURING ITSELF THAT IT IS ACTING IN COMPLIANCE WITH FOUNDATION POLICIES, THE BOARD OR COMMITTEE WILL OBTAIN AND RELAY UPON APPROPRIATE DATA AS TO COMPARABILITY WITH AN APPROPRIATE MARKET. 3. AFTER EXERCISING DUE DILIGENCE AND ENSURING COMPLIANCE WITH FOUNDATION POLICIES, THE BOARD OR COMMITTEE WILL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH REASONABLE EFFORTS FROM ANY PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4. THE BOARD OR COMMITTEE WILL DETERMINE: (A) WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE FOUNDATION AND IN THE FOUNDATION'S BEST INTEREST AND (B) WHETHER TO ENTER INTO OR CONTINUE SAID TRANSACTION. THE BOARD OR COMMITTEE MINUTES WILL CONTAIN: (1) THE NAMES OF THE PERSONS WHO DISCLOSE OR OTHERWISE ARE IDENTIFIED AS HAVING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST (2) IN SUMMARY FORM, THE NATURE OF THE INTEREST AND ACTIONS TAKEN (IF ANY) BY THE BOARD OR COMMITTEE TO DETERMINE WHETHER A CONFLICT ACTUALLY EXISTED (3) THE OUTCOME OF THE BOARD'S OR COMMITTEE'S VOTE AS TO WHETHER A CONFLICT OF INTEREST ACTUALLY EXISTED (4) IN SUMMARY FORM, THE STEPS AND ACTIONS TAKEN (IF ANY) BY THE BOARD OR COMMITTEE TO ADDRESS THE CONFLICT AND INVESTIGATE ALTERNATIVES TO IT (5) THE NAMES OF THE MEMBERS OF THE BOARD OR COMMITTEE PRESENT DURING THE DEBATE AND THOSE WHO VOTED ON IT AND THEIR VOTES AND (6) THE AFFIRMATIVE STATEMENT OF THE BOARD OR COMMITTEE CHAIR THAT ALL REQUIRED STEPS AND ACTIONS WERE TAKEN IN COMPLIANCE WITH FOUNDATION POLICIES. SUCH MINUTES WILL BE PRESERVED IN BOTH THE FILE OF THE TRANSACTION AND A SEPARATELY MAINTAINED "CONFLICT OF INTEREST" FILE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION FOR ALL EMPLOYEES INCLUDING ITS CEO AND TOP MANAGEMENT OFFICIAL INCLUDES THE PREPARATION OF THE "SALARY AND BENEFITS SCHEDULE BY EMPLOYEE" BY THE DIRECTOR OF FINANCE AND REVIEW WITH THE CEO. AS PART OF THE BOARD'S REVIEW OF THE TOTAL BUDGET, A SALARY AND BENEFITS DISCUSSION IS HELD TO DISCUSS ANY CHANGES IN EACH EMPLOYEE'S POSITION AND OVERALL SALARY AND COST OF BENEFITS PROVIDED, TO THE EXTENT IT DIFFERS FROM THE STANDARD COST OF LIVING INCREASE. A LIST OF ALL EMPLOYEES AND THEIR DUTIES IS PRESENTED DURING THE BUDGET MEETING. ANNUAL SALARY AND BENEFITS EXPENSE IS ANALYZED IN COMPARISON TO PRIOR YEAR. AFTER A DISCUSSION, THERE IS A MOTION AND APPROVAL OF THE BUDGET FOR THE UPCOMING YEAR AS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -285,052. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 31,625. REMAINDER DISTRIBUTION -282,159. PART XII LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 570 ASSOCIATES X LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 201847 3435125 FOUNDATION FOR JEWISH PHILANTHROPIES GRAPE DAY LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 320013 5439541 FOUNDATION FOR JEWISH PHILANTHROPIES 93 ILRPT LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 865652 14730852 FOUNDATION FOR JEWISH PHILANTHROPIES