FOUNDATION FOR JEWISH PHILANTHROPIES: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR JEWISH PHILANTHROPIES (EIN 16-6023261)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202503159349304020
Schema version
2024v5.2
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)
Return2025-11-11T12:56:39-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161131146PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BONADIO & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 CORPORATE PARKWAY SUITE 200AddressLine1Txt
CityAMHERSTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14226ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN166023261EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR JEWISHBusinessNameLine1Txt
Business Name Line2PHILANTHROPIES INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone7162041133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12640 NORTH FOREST ROAD 200AddressLine1Txt
CityGETZVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP140681573ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRVING LEVYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7162041133PhoneNum
Signature2025-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN N REIDPreparerPersonNm
PTINP01321869PTIN
Phone7162506600PhoneNum
Preparation2025-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerIRVING LEVYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12640 NORTH FOREST ROAD 200AddressLine1Txt
CityGETZVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP140681573ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$33,331,250GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHPHILANTHROPIES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1911FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers28TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,938,031PYContributionsGrantsAmt
CY Contributions Grants$15,971,483CYContributionsGrantsAmt
PY Program Service Revenue$478,839PYProgramServiceRevenueAmt
CY Program Service Revenue$535,523CYProgramServiceRevenueAmt
PY Investment Income$18,036,432PYInvestmentIncomeAmt
CY Investment Income$16,824,244CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$27,453,302PYTotalRevenueAmt
CY Total Revenue$33,331,250CYTotalRevenueAmt
PY Grants And Similar Paid$10,513,456PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,503,410CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$766,687PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$687,012CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$135,610CYTotalFundraisingExpenseAmt
PY Other Expenses$2,548,512PYOtherExpensesAmt
CY Other Expenses$3,030,862CYOtherExpensesAmt
PY Total Expenses$13,828,655PYTotalExpensesAmt
CY Total Expenses$14,221,284CYTotalExpensesAmt
PY Revenues Less Expenses$13,624,647PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$19,109,966CYRevenuesLessExpensesAmt
Total Assets BOY$253,763,195TotalAssetsBOYAmt
Total Assets EOY$271,356,138TotalAssetsEOYAmt
Total Liabilities BOY$134,555,773TotalLiabilitiesBOYAmt
Total Liabilities EOY$135,826,844TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$119,207,422NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$135,529,294NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$13,788,766ExpenseAmt
Grant$10,503,410GrantAmt
Revenue$535,523RevenueAmt
DescTHE 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 AND NON JEWISH SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES, AND SYNAGOGUES. IT OFFERS A VARIETY OF PLANNED GIVING SERVICES FOR DONORS AND CONDUCTS A GRANT MAKING PROGRAM FOR THE DISTRIBUTION OF FUNDS FOR BROAD CHARITABLE PURPOSES.Desc
Total Program Service Expenses$13,788,766TotalProgramServiceExpensesAmt
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 CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
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 With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10EmployeeCnt
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
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
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 Members26GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRVING LEVY EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7162041133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12640 NORTH FOREST ROAD SUITE 200AddressLine1Txt
CityGETZVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP14068ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DANIEL KESTER
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
CRAIG SMALL
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JEFF BAGEL
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
RICHARD STEINBERG
SECRETARY1.00Yes (X)Yes (X)$0$0$0
PENNY HOWARD
TREASURER1.00Yes (X)Yes (X)$0$0$0
MORT ABRAMSON
DIRECTOR1.00Yes (X)$0$0$0
SUSAN FREED
DIRECTOR1.00Yes (X)$0$0$0
LISA ALLEN
DIRECTOR1.00Yes (X)$0$0$0
SCOTT GOLDMAN DMD
DIRECTOR1.00Yes (X)$0$0$0
SARAH CARNEY
DIRECTOR1.00Yes (X)$0$0$0
BRUCE CORRIS
DIRECTOR1.00Yes (X)$0$0$0
ALON KUPFERMAN
DIRECTOR1.00Yes (X)$0$0$0
BRUCE LEVINE
DIRECTOR1.00Yes (X)$0$0$0
JORDANA MAISEL
DIRECTOR1.00Yes (X)$0$0$0
DR BRIAN SNYDER
DIRECTOR1.00Yes (X)$0$0$0
ESTHER QUARTARONE
DIRECTOR1.00Yes (X)$0$0$0
SANATH RAJAPASKE
DIRECTOR1.00Yes (X)$0$0$0
MELISSA STEVENER
DIRECTOR1.00Yes (X)$0$0$0
JAKE WARNER
DIRECTOR1.00Yes (X)$0$0$0
ERIC RECOON
DIRECTOR1.00Yes (X)$0$0$0
RUTH WISEMAN SPIVACK
DIRECTOR1.00Yes (X)$0$0$0
RAYMOND FINK
HONORARY TRUSTEE1.00Yes (X)$0$0$0
JUDITH KATZ
HONORARY TRUSTEE1.00Yes (X)$0$0$0
ARNOLD KAHN
HONORARY TRUSTEE1.00Yes (X)$0$0$0
SANFORD NOBEL
HONORARY TRUSTEE1.00Yes (X)$0$0$0
DONALD KOHNSTAMM
HONORARY TRUSTEE1.00Yes (X)$0$0$0
JONATHAN SCHECHTER
HONORARY TRUSTEE1.00Yes (X)$0$0$0
RICHARD ZAKALIK
HONORARY TRUSTEE1.00Yes (X)$0$0$0
DAVID FEUERSTEIN
HONORARY TRUSTEE1.00Yes (X)$0$0$0
GARY GREENFIELD
HONORARY TRUSTEE1.00Yes (X)$0$0$0
LENORE J LEVY
HONORARY TRUSTEE1.00Yes (X)$0$0$0
IRVING LEVY
EXECUTIVE DIRECTOR40.00Yes (X)$205,971$0$45,557
RACHAEL SANDOR
CFO40.00Yes (X)$102,843$0$10,347
FieldValueIRS element (for citing)
Total Reportable Comp From Org$308,814TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$55,904TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$15,971,483AllOtherContributionsAmt
Noncash Contributions$13,649,616NoncashContributionsAmt
Total Contributions$15,971,483TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFUND CHARGESDesc
Business561000BusinessCd
Total Revenue Column$535,523TotalRevenueColumnAmt
Related Or Exempt Func Income$535,523RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$535,523TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,824,244TotalRevenueColumnAmt
Exclusion$16,824,244ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,331,250TotalRevenueColumnAmt
Related Or Exempt Func Income$535,523RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$16,824,244ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,194,960TotalAmt
Program Services$10,194,960ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$185,950TotalAmt
Program Services$185,950ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$122,500TotalAmt
Program Services$122,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$287,783TotalAmt
Program Services$115,113ProgramServicesAmt
Management And General$117,991ManagementAndGeneralAmt
Fundraising$54,679FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$293,410TotalAmt
Program Services$117,364ProgramServicesAmt
Management And General$120,298ManagementAndGeneralAmt
Fundraising$55,748FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$49,059TotalAmt
Program Services$19,624ProgramServicesAmt
Management And General$20,114ManagementAndGeneralAmt
Fundraising$9,321FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$56,760TotalAmt
Program Services$22,704ProgramServicesAmt
Management And General$23,272ManagementAndGeneralAmt
Fundraising$10,784FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$46,902TotalAmt
Program Services$45,026ProgramServicesAmt
Management And General$1,407ManagementAndGeneralAmt
Fundraising$469FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,614TotalAmt
Program Services$1,550ProgramServicesAmt
Management And General$48ManagementAndGeneralAmt
Fundraising$16FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$78,540TotalAmt
Program Services$75,399ProgramServicesAmt
Management And General$2,356ManagementAndGeneralAmt
Fundraising$785FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,577TotalAmt
Program Services$13,995ProgramServicesAmt
Management And General$437ManagementAndGeneralAmt
Fundraising$145FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$160,084TotalAmt
Program Services$153,680ProgramServicesAmt
Management And General$4,803ManagementAndGeneralAmt
Fundraising$1,601FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$100,658TotalAmt
Program Services$96,631ProgramServicesAmt
Management And General$3,020ManagementAndGeneralAmt
Fundraising$1,007FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$38,333TotalAmt
Program Services$36,800ProgramServicesAmt
Management And General$1,150ManagementAndGeneralAmt
Fundraising$383FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,965TotalAmt
Program Services$5,726ProgramServicesAmt
Management And General$179ManagementAndGeneralAmt
Fundraising$60FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$30,261TotalAmt
Program Services$29,050ProgramServicesAmt
Management And General$908ManagementAndGeneralAmt
Fundraising$303FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LIFE INSURANCE PREMIUMS$2,523,097$2,523,097
MISCELLANEOUS$16,271$15,620$488$163
EQUIPMENT RENTAL AND MA$14,560$13,977$437$146

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,221,284TotalAmt
Program Services$13,788,766ProgramServicesAmt
Management And General$296,908ManagementAndGeneralAmt
Fundraising$135,610FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,644,283BOYAmt
EOY$7,336,207EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,931,073BOYAmt
EOY$2,907,803EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$6,669,764BOYAmt
EOY$7,297,341EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$414,626LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$409,914LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,677BOYAmt
EOY$4,712EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$177,763,993BOYAmt
EOY$182,705,894EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,224,625BOYAmt
EOY$12,256,560EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$53,518,780BOYAmt
EOY$58,847,621EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$253,763,195BOYAmt
EOY$271,356,138EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,982,973BOYAmt
EOY$6,844,268EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$95,285,758BOYAmt
EOY$101,443,425EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,287,042BOYAmt
EOY$27,539,151EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$134,555,773BOYAmt
EOY$135,826,844EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$79,033,941BOYAmt
EOY$91,853,824EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$40,173,481BOYAmt
EOY$43,675,470EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$119,207,422BOYAmt
EOY$135,529,294EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$253,763,195BOYAmt
EOY$271,356,138EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$19,109,966ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$2,788,094OtherChangesInNetAssetsAmt
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)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,017,402CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,082,960CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,071,632CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,416,870CurrentTaxYearMinus1YearAmt
Current Tax Year$16,507,006CurrentTaxYearAmt
Total$61,095,870TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,017,402CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,082,960CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,071,632CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,416,870CurrentTaxYearMinus1YearAmt
Current Tax Year$16,507,006CurrentTaxYearAmt
Total$61,095,870TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$23,040,616SubstantialContributorsTotAmt
Public Support Total170$38,055,254PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,045,867CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,721,393CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,330,221CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,036,432CurrentTaxYearMinus1YearAmt
Current Tax Year$16,824,244CurrentTaxYearAmt
Total$42,958,157TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,709,258CurrentTaxYearMinus4YearsAmt
Total$4,709,258TotalAmt
FieldValueIRS element (for citing)
Total Support$108,763,285TotalSupportAmt
Public Support CY1700.34990PublicSupportCY170Pct
Public Support PY1700.50930PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationDEATH BENEFITS - 2020 AMOUNT: $ 4,709,258.ExplanationTxt

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 Held225DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$14,832,973DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$9,747,774DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$85,491,947DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$40,173,481BeginningYearBalanceAmt
Contributions$293,277ContributionsAmt
Investment Earnings Or Losses$4,075,036InvestmentEarningsOrLossesAmt
Other Expenditures$866,324OtherExpendituresAmt
End Year Balance$43,675,470EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,356,087BeginningYearBalanceAmt
Contributions$5,319,880ContributionsAmt
Investment Earnings Or Losses$2,248,322InvestmentEarningsOrLossesAmt
Other Expenditures$1,750,808OtherExpendituresAmt
End Year Balance$40,173,481EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$33,836,366BeginningYearBalanceAmt
Contributions$5,692,346ContributionsAmt
Investment Earnings Or Losses-$2,937,315InvestmentEarningsOrLossesAmt
Other Expenditures$2,235,310OtherExpendituresAmt
End Year Balance$34,356,087EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,423,289BeginningYearBalanceAmt
Contributions$721,394ContributionsAmt
Investment Earnings Or Losses$2,945,801InvestmentEarningsOrLossesAmt
Other Expenditures$1,745,882OtherExpendituresAmt
End Year Balance$33,836,366EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,746,067BeginningYearBalanceAmt
Contributions$145,596ContributionsAmt
Investment Earnings Or Losses$2,053,032InvestmentEarningsOrLossesAmt
Other Expenditures$521,406OtherExpendituresAmt
End Year Balance$28,423,289EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$414,626OtherCostOrOtherBasisAmt
Depreciation$409,914DepreciationAmt
Book Value$4,712BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,712TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
CASH SURRENDER VALUE LIFE INSURANCE$3,538,935
OTHER ASSETS$1,626,532
BENEFICIAL INTEREST IN COMMUNITY FOUNDATION$38,318,246
BUILDINGS OWNED BY LLC'S$15,363,908
FieldValueIRS element (for citing)
Total Book Value Other Assets$58,847,621TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITY TO DONORSDesc
Amt$27,539,151Amt
FieldValueIRS element (for citing)
Total Liability$27,539,151TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE FOUNDATION FOR JEWISH PHILANTHROPIES MANAGES ENDOWMENT AND QUASI-ENDOWMENT FUNDS FOR VARIOUS OTHER SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES, AND SYNAGOGUES. THE FOUNDATION PROVIDES INVESTMENT AND OTHER FUND MANAGEMENT SERVICES TO THESE ORGANIZATIONS UNDER AGREEMENTS, WHICH SPECIFY CHARGES AND FEES, WHERE APPLICABLE. SINCE THESE FUNDS REMAIN UNDER THE CONTROL OF THE AGENCIES, THEY ARE SHOWN AS FUNDS HELD ON BEHALF OF OTHER ORGANIZATIONS.
PART V, LINE 4:THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ASSETS AGAINST INFLATION. AN ADDITIONAL OBJECTIVE IS TO MAXIMIZE TOTAL RETURN, IN THE FORM OF INCOME, CAPITAL APPRECIATION OR BOTH, CONSISTENT WITH THE LEVEL OF RISK TAKEN. EARNINGS AND LOSSES ON THE INVESTMENT FUNDS ARE RECORDED IN THE NET ASSETS WITH DONOR RESTRICTIONS CATEGORY IN COMPLIANCE WITH THE RESTRICTIONS OVER EARNINGS AS SPECIFIED BY THE DONOR.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00GRANTS TO RECIPIENTS$175,950
GERMANY00GRANTS TO RECIPIENTS$10,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$185,950SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$185,950TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESGENERAL SUPPORT$175,950CHECK$0
GERMANYGENERAL SUPPORT$10,000WIRE TRANSFER$0
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationREASONABLE MEASURES ARE TAKEN TO ENSURE THAT GRANTS ARE BEING USED FOR THEIR INTENDED PURPOSE, TO ENSURE THAT APPROPRIATE USE OF GRANT FUND, THE ORGANIZATION HAS SPECIFIC PROCEDURES FOR MAKING GRANTS. WITH EACH GRANT MADE, THE CONDITIONS OF SUCH ARE SPECIFIED IN A GRANT LETTER.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (156 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCd
ADVOCACY CENTER OF TOMPKINS COUNTY
PO BOX 164ITHACANY14851222237195$10,000$0GENERAL PURPOSES
AJC WEST COAST FLORIDA
1605 MAIN STREET SUITE 612SARASOTAFL34236135563393$20,000$0GENERAL PURPOSES
ALGONQUIN CAMPERSHIP FUND - ROCHESTER AREA COMMUNITY FOUNDATION
500 EAST AVENUEROCHESTERNY14607237250641$10,000$0GENERAL PURPOSES
AMERICAN FRIENDS OF LEKET ISRAEL
PO BOX 2090TEANECKNJ07666208202424$10,000$0GENERAL PURPOSES
BAIS MENACHEM YOUTH DEVELOPMENT - OHR CHANA
C/O RABBI URI PERLMANCANADENSISPA18325233071637$75,000$0GENERAL PURPOSES
BOOKS FOR KIDS
C/O DONATIONSBUFFALONY14221203790563$11,000$0GENERAL PURPOSES
BUFFALO CITY MISSION
PO BOX 496BUFFALONY14205160743965$10,139$0GENERAL PURPOSES
BUFFALO DISTRICT GOLF ASSOCIATION SCHOLARSHIP FUND INC
4933 JAMESVILLE RDJAMESVILLENY13078160912477$7,500$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$20,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$8,250$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$9,400$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$30,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$30,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$5,200$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$50,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$10,300$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$18,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$18,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$15,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$16,115$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$18,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$10,300$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$21,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$7,900$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$7,500$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$15,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$40,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$9,400$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$21,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$25,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573160743210$360,000$0GENERAL PURPOSES
BUFFALO JEWISH FEDERATION
338 HARRIS HILL RD SUITE 108BWILLIAMSVILLENY14221160743210$76,000$0GENERAL PURPOSES
BUFFALO NIAGARA WATERKEEPER
721 MAIN STREETBUFFALONY142031321222993054$105,435$0GENERAL PURPOSES
BUFFALO PHILHARMONIC ORCHESTRA
786 DELAWARE AVENUE 2BUFFALONY14209222270540$10,000$0GENERAL PURPOSES
BUFFALO PHILHARMONIC ORCHESTRA
786 DELAWARE AVENUE 2BUFFALONY14209222270540$10,000$0GENERAL PURPOSES
BUFFALO PHILHARMONIC ORCHESTRA
786 DELAWARE AVENUE 2BUFFALONY14209222270540$25,000$0GENERAL PURPOSES
BUFFALO PREP
105 ALLEN HALLBUFFALONY142148009161359846$60,000$0GENERAL PURPOSES
BUFFALO STATE COLLEGE FOUNDATION
CLEVELAND HALL 305BUFFALONY14222166037117$10,454$0GENERAL PURPOSES
BUFFALO YACHT CLUB FOUNDATION
1 PORTER AVENUEBUFFALONY14201272275906$50,000$0GENERAL PURPOSES
CENTER FOR JEWISH LIFE
757 HOPKINS ROADWILLIAMSVILLENY14221161440147$10,000$0GENERAL PURPOSES
CENTER FOR JEWISH LIFE
757 HOPKINS ROADWILLIAMSVILLENY14221161440147$10,000$0GENERAL PURPOSES
CENTER FOR THE ARTS AT ITHACA
PO BOX 205ITHACANY14851160902355$10,000$0GENERAL PURPOSES
CHABAD HOUSE OF BUFFALO
PO BOX 153GETZVILLENY14068161047850$10,000$0GENERAL PURPOSES
CHABAD HOUSE OF BUFFALO
PO BOX 153GETZVILLENY14068161047850$6,000$0GENERAL PURPOSES
CHABAD HOUSE OF BUFFALO
PO BOX 153GETZVILLENY14068161047850$6,000$0GENERAL PURPOSES
CHABAD MITZVAH WORKSHOP
166 W 97TH STREETNEW YORKNY10025821843003$10,000$0GENERAL PURPOSES
CHABAD OF EAST BOCA RATON
490 E PALMETTO PARK RDBOCA RATONFL334325065870725063$50,000$0GENERAL PURPOSES
CHABAD OF EAST BOCA RATON
490 E PALMETTO PARK RDBOCA RATONFL334325065870725063$5,500$0GENERAL PURPOSES
CHABAD ON CAMPUS NYC
FAO BATYABROOKLYNNY11213200078855$6,000$0GENERAL PURPOSES
CHAUTAUQUA INSTITUTION
PO BOX 28CHAUTAUQUANY14722160758844$7,500$0GENERAL PURPOSES
CHAUTAUQUA INSTITUTION
PO BOX 28CHAUTAUQUANY14722160758844$10,000$0GENERAL PURPOSES
CINEMAPOLIS - SEVENTH ART CORPORTATION OF ITHACA
120 E GREEN STREETITHACANY14850161596844$10,000$0GENERAL PURPOSES
CRADLE BEACH CAMP INC
8038 OLD LAKE SHORE ROADANGOLANY14006160743025$10,201$0GENERAL PURPOSES
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215042263040$1,000,000$0GENERAL PURPOSES
DISCOVERY TRAIL
110 NORTH TIOGA STREETITHACANY14850261208633$10,000$0GENERAL PURPOSES
EAGLES' WINGS - ROBERT STEARNS INT'L
PO BOX 450CLARENCENY14031161462696$50,000$0GENERAL PURPOSES
FAMILY AND CHILDREN'S SERVICE OF ITHACA
127 W STATE STREETITHACANY14850150589039$10,000$0GENERAL PURPOSES
FAMILY READING PARTNERSHIP
40 CATHERWOOD ROADITHACANY14850161594725$20,000$0GENERAL PURPOSES
FD NOW
1170 GREEN KNOLLS DRIVEBUFFALO GROVEIL60089263531031$25,000$0GENERAL PURPOSES
FD NOW
1170 GREEN KNOLLS DRIVEBUFFALO GROVEIL60089263531031$25,000$0GENERAL PURPOSES
FINGER LAKES LAND TRUST
202 EAST COURT STREETITHACANY14850222983688$250,000$0GENERAL PURPOSES
FINGER LAKES REUSE INC
214 ELMIRA ROADITHACANY14850262093547$100,000$0GENERAL PURPOSES
FOOD BANK OF THE SOUTHERN TIER
388 UPPER OAKWOOD AVENUEELMIRANY14903208808059$10,000$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$5,900$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$10,000$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$14,800$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$9,900$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$25,000$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$81,700$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$100,000$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$30,000$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$30,000$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$97,640$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$37,200$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$336,851$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$23,100$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$30,000$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$18,420$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$83,530$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$15,000$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$6,213$0GENERAL PURPOSES
FOUNDATION FOR JEWISH PHILANTHROPIES
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166023261$8,803$0GENERAL PURPOSES
FRANZISKA RACKER CENTER
3226 WILKINS RDITHACANY14850150581887$10,000$0GENERAL PURPOSES
GIRLS EDUCATION COLLABORATIVE
657 PERSONS STEAST AURORANY140522525611578303$12,000$0GENERAL PURPOSES
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BOULEVARDMIAMIFL33137590624404$10,000$0GENERAL PURPOSES
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BOULEVARDMIAMIFL33137590624404$25,000$0GENERAL PURPOSES
HILLEL OF BUFFALO
520 LEE ENTRANCE UB COMMONS SUITEAMHERSTNY14228166065281$8,000$0GENERAL PURPOSES101B
HILLEL OF BUFFALO
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166065281$16,344$0GENERAL PURPOSES
HILLEL OF BUFFALO
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573166065281$12,522$0GENERAL PURPOSES
HISTORY CENTER IN TOMPKINS COUNTY
110 NORTH TIOGA STREETITHACANY14850156024061$10,000$0GENERAL PURPOSES
HOSPICE FOUNDATION OF WNY
225 COMO PARK BOULEVARDCHEEKTOWAGANY14227223137812$77,372$0GENERAL PURPOSES
ITHACA CHILDREN'S GARDEN
1013 W STATE STREETITHACANY14850522291247$10,000$0GENERAL PURPOSES
JEWISH COMMUNITY CENTER OF GREATER BUFFALO
2640 NORTH FOREST ROADGETZVILLENY14068160760887$8,333$0GENERAL PURPOSES
JEWISH COMMUNITY CENTER OF GREATER BUFFALO
2640 NORTH FOREST ROADGETZVILLENY14068160760887$10,000$0GENERAL PURPOSES
JEWISH COMMUNITY CENTER OF GREATER BUFFALO
2640 NORTH FOREST ROADGETZVILLENY14068160760887$10,000$0GENERAL PURPOSES
JEWISH COMMUNITY CENTER OF GREATER BUFFALO
2640 NORTH FOREST ROADGETZVILLENY14068160760887$7,200$0GENERAL PURPOSES
JEWISH DISCOVERY CENTER - MAPLE
831 MAPLE RDBUFFALONY14221161440147$6,000$0GENERAL PURPOSES
JEWISH DISCOVERY CENTER - MAPLE
831 MAPLE RDBUFFALONY14221161440147$10,000$0GENERAL PURPOSES
JEWISH FAMILY SERVICES OF WNY
70 BARKER STREETBUFFALONY142092013160760888$50,000$0GENERAL PURPOSES
JEWISH FAMILY SERVICES OF WNY
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573160760888$25,000$0GENERAL PURPOSES
JEWISH FAMILY SERVICES OF WNY
70 BARKER STREETBUFFALONY142092013160760888$20,033$0GENERAL PURPOSES
JEWISH FEDERATION CEMETERY CORPORATION
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573161157277$125,000$0GENERAL PURPOSES
JEWISH HERITAGE DAY SCHOOL
411 JOHN JAMES AUDUBON PARKWAYAMHERSTNY14228161468106$10,000$0GENERAL PURPOSES
JOHNS HOPKINS UNIVERSITY
PO BOX 17073BALTIMOREMD21297520595110$44,441$0GENERAL PURPOSES
KEHILLAT OHR TZION
879 HOPKINS ROADWILLIAMSVILLENY14221510417564$7,000$0GENERAL PURPOSES
KLEINHANS MUSIC HALL
SYMPHONY CIRCLEBUFFALONY14201160743064$10,000$0GENERAL PURPOSES
KROKA EXPEDITIONS
767 FOREST ROADMARLOWNH03456043341632$175,000$0GENERAL PURPOSES
LAFAYETTE COLLEGE
1 MARKLE HALLEASTONPA18042240795686$250,000$0GENERAL PURPOSES
LOAVES AND FISHES OF TOMPKINS CENTER
210 N CAYUGA STITHACANY14750161271406$10,000$0GENERAL PURPOSES
LUBAVITCH MESIVTA OF CHICAGO
2756 W MORSE AVENUECHICAGOIL60645364055620$8,000$0GENERAL PURPOSES
MACHIK
1203 K STREET NWWASHINGTONDC20005030377568$10,000$0GENERAL PURPOSES
MACHIK
1203 K STREET NWWASHINGTONDC20005030377568$10,000$0GENERAL PURPOSES
MIAMI BEACH JEWISH COMMUNITY CENTER
4221 PINE TREE DRIVEMIAMI BEACHFL33140592788834$10,000$0GENERAL PURPOSES
MUSICALFARE THEATRE
C/O DAEMEN UNIVERSITY 4380 MAINBUFFALONY14226161384566$25,000$0GENERAL PURPOSESSTREET SUITE 123
NATHAN BENDERSON PARK CONSERVANCY
5851 NATHAN BENDERSON CIRCLESARASOTAFL34235452641647$98,747$0GENERAL PURPOSES
NATHAN BENDERSON PARK CONSERVANCY
5851 NATHAN BENDERSON CIRCLESARASOTAFL34235452641647$221,241$0GENERAL PURPOSES
NATHAN BENDERSON PARK CONSERVANCY
5851 NATHAN BENDERSON CIRCLESARASOTAFL34235452641647$205,179$0GENERAL PURPOSES
NATHAN BENDERSON PARK CONSERVANCY
5851 NATHAN BENDERSON CIRCLESARASOTAFL34235452641647$90,930$0GENERAL PURPOSES
NATHAN BENDERSON PARK CONSERVANCY
5851 NATHAN BENDERSON CIRCLESARASOTAFL34235452641647$100,000$0GENERAL PURPOSES
PANTRY PACKERS
806 EASTERN PARKWAYBROOKLYNNY11213113254483$10,000$0GENERAL PURPOSES
PARK SCHOOL OF BUFFALO
4625 HARLEM ROADBUFFALONY14226160755814$100,000$0GENERAL PURPOSES
PARK SCHOOL OF BUFFALO
4625 HARLEM ROADBUFFALONY14226160755814$10,000$0GENERAL PURPOSES
PLANNED PARENTHOOD OF CENTRAL AND WNY
114 UNIVERSITY AVENUEROCHESTERNY14605131644147$15,000$0GENERAL PURPOSES
PLANNED PARENTHOOD OF GREATER NEW YORK
26 BLEECKER STREETNEW YORKNY10012132621497$10,000$0GENERAL PURPOSES
PLANNED PARENTHOOD OF SOUTHWEST & CENTRAL FLORIDA
736 CENTRAL AVENUESARASOTAFL34236591274328$10,000$0GENERAL PURPOSES
RICHARDSON CENTER CORPORATION
444 FOREST AVENUEBUFFALONY14213205148995$1,000,000$0GENERAL PURPOSES
ROCHESTER POLICE FOUNDATION
1115 LIBERTY POLE WAYROCHESTERNY14604455322121$10,000$0GENERAL PURPOSES
ROMULUS FOUNDATION FOR EDUCATIONAL OPPORTUNITIES
5705 MAIN STREETROMULUSNY14541223688238$10,000$0GENERAL PURPOSES
SAY YES BUFFALO
1166 JEFFERSON AVENUE SUITE ABUFFALONY14208223139858$10,000$0GENERAL PURPOSES
SCIENCENTER
601 FIRST STREETITHACANY14850222470652$1,000,000$0GENERAL PURPOSES
SHAARE ZEDEK HOSPITAL
1040 AVENUE OF THE AMERICAS 23RDNEW YORKNY10018135645878$44,441$0GENERAL PURPOSESFLOOR
STATE THEATRE ITHACA
105 W STATE STREETITHACANY14850300520118$10,000$0GENERAL PURPOSES
STILL WATERS THERAPEUTIC YOGA
815 DELAWARE AVE SWWASHINGTONDC20024825454648$10,000$0GENERAL PURPOSES
TEMPLE BETH SHOLOM
1050 SOUTH TUTTLE AVENUESARASOTAFL34237237156328$10,000$0GENERAL PURPOSES
TEMPLE BETH ZION
700 SWEET HOME ROADBUFFALONY142261497160755891$15,810$0GENERAL PURPOSES
TEMPLE BETH ZION
700 SWEET HOME ROADBUFFALONY142261497160755891$10,000$0GENERAL PURPOSES
TEMPLE BETH ZION
700 SWEET HOME ROADBUFFALONY142261497160755891$36,000$0GENERAL PURPOSES
TEMPLE BETH ZION
700 SWEET HOME ROADBUFFALONY142261497160755891$7,512$0GENERAL PURPOSES
TEMPLE BETH ZION
700 SWEET HOME ROADBUFFALONY142261497160755891$10,000$0GENERAL PURPOSES
TEMPLE BETH ZION
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573160755891$1,000,000$0GENERAL PURPOSES
TEMPLE BETH ZION
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573160755891$10,000$0GENERAL PURPOSES
TEMPLE BETH ZION
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573160755891$100,000$0GENERAL PURPOSES
TEMPLE BETH ZION
2640 NORTH FOREST ROAD SUITE 200GETZVILLENY140681573160755891$50,000$0GENERAL PURPOSES
TEMPLE BETH ZION
700 SWEET HOME ROADBUFFALONY142261497160755891$5,084$0GENERAL PURPOSES
TEMPLE BETH ZION
700 SWEET HOME ROADBUFFALONY142261497160755891$5,600$0GENERAL PURPOSES
TEMPLE BETH ZION
700 SWEET HOME ROADBUFFALONY142261497160755891$10,000$0GENERAL PURPOSES
TEMPLE EMANU-EL SARASOTA
151 MCINTOSH ROADSARASOTAFL34232591145961$18,000$0GENERAL PURPOSES
THE CHRISTIAN COMMUNITY
10 GREEN RIVER LANEHILLSDALENY12529136126440$25,000$0GENERAL PURPOSES
THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA)
25 BROADWAY 17TH FLOORNEW YORKNY10004131624240$20,000$0GENERAL PURPOSES
TOMPKINS COUNTY PUBLIC LIBRARY FOUNDATION
101 EAST GREEN STREETITHACANY14850161422052$10,000$0GENERAL PURPOSES
UNITED WAY OF BUFFALO AND ERIE COUNTY
742 DELAWARE AVENUEBUFFALONY14209160743969$10,000$0GENERAL PURPOSES
UNITED WAY OF BUFFALO AND ERIE COUNTY
742 DELAWARE AVENUEBUFFALONY14209160743969$10,000$0GENERAL PURPOSES
URGEWALD
$10,000$0GENERAL PURPOSESVON GALEN STRABE 4OELDEGM
VAAD LERABBONIM OF CHICAGO
6132 NORTH DRAKE AVECHICAGOIL60659841786708$10,000$0GENERAL PURPOSES
VILLAGE AT ITHACA
401 W SENECA STREETITHACANY14850161554144$10,000$0GENERAL PURPOSES
WRVO PUBLIC MEDIA - SUNY OSWEGO COLLEGE FOUNDATION
7060 STATE ROUTE 104OSWEGONY13126150543477$10,000$0GENERAL PURPOSES

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL ASSISTANCE FOR ACADEMIC SCHOLARSHIP AWARDS AND ISRAEL SCHOLARSHIPSGrantTypeTxt
Recipient25RecipientCnt
Cash Grant$122,500CashGrantAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonIRVING LEVYPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$205,971BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$45,557NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$251,528TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution49ContributionCnt
Noncash Contributions Rpt F990$13,649,616NoncashContributionsRptF990Amt
Method Of Determining RevenuesMEDIANPRICE GIFTDATEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationBROKERS ARE USED TO SELL NON CASH DONATIONS OF SECURITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE TOP FINANCIAL OFFICIAL 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 12CA 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 CONFLICT OF INTEREST POLICY 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 15THE 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 TOP FINANCIAL OFFICIAL 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 19THE 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 -3,252,109. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 464,015. PRESENT VALUE ADJUSTMENT ON PLEDGES
FORM 990, PART XII, LINE 2C, CHANGE OF OVERSIGHT PROCESSPROCESS HAS REMAINED UNCHANGED YEAR OVER YEAR

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtTotal IncomeTotalIncomeAmt
570 ASSOCIATES X LLC
7978 COPPER CREEK BLVD SUITE 100BRADENTONFL34201RENTAL PROPERTYFL$2,971,015FOUNDATION FOR JEWISH PHILANTHROPIES
93 ILRPT LLC
7978 COPPER CREEK BLVD SUITE 100BRADENTONFL34201RENTAL PROPERTYFL$12,920,606FOUNDATION FOR JEWISH PHILANTHROPIES$869,072

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