WILLIAM & SHEILA KONAR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM & SHEILA KONAR FOUNDATION (EIN 22-2434846)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-25
- IRS object ID
- 201912689349100416
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-25T14:37:57-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWELL TAX & CONSULTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Northwood Drive | AddressLine1Txt |
| City | Fairport | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222434846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William & Sheila Konar Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANN MARIE MAHONEY | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5855332900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 THRUWAY PARK DRIVE | AddressLine1Txt |
| City | W HENRIETTA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14586 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD KONAR | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5853344110 | PhoneNum |
| Signature | 2019-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia Jewell | PreparerPersonNm |
| PTIN | P01234019 | PTIN |
| Phone | 5854258554 | PhoneNum |
| Preparation | 2019-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 45.46.193.197 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 16576020192685000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-09-25 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 00BD1B90B7DECE0D3702B0F6ACAFC931DC98C9B1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 00BD1B90B7DECE0D3702B0F6ACAFC931DC98C9B1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,405,525 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,350,475 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,951,236 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,951,236 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,762,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,790,223 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,762,570 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $86,907 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $86,907 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,151,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,800,713 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $175,145 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $175,145 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,524 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,524 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,847 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $29,847 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $122,295 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $120,795 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $35,768 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $17,884 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,884 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,057 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $3,057 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $473,332 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $399,581 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $73,751 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $883,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $520,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $326,208 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,933,554 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,933,554 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,817,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $520,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,259,762 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,333,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,280,337 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,031,453 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,818,655 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,818,655 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $886 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $112,038,443 | CorporateStockBOYAmt |
| Corporate Stock EOY | $114,639,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $111,928,814 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $300,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $300,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $300,000 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $227,699 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,116 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $184,029 | LandBOYAmt |
| Land EOY | $169,583 | LandEOYAmt |
| Land EOYFMV | $169,583 | LandEOYFMVAmt |
| Other Assets BOY | $227,413 | OtherAssetsBOYAmt |
| Other Assets EOY | $188,473 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $188,473 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $113,782,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,115,998 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,405,525 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $113,782,224 | UnrestrictedBOYAmt |
| Unrestricted EOY | $118,115,998 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,782,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $118,115,998 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,782,224 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $118,115,998 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,782,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,333,782 | ExcessRevenueOverExpensesAmt |
| Subtotal | $118,116,006 | SubtotalAmt |
| Other Decreases | $8 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $118,115,998 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| BERNSTEIN #028-10061 ST COVERED | $4,158 | $4,114 | $44 | $44 | |
| BERNSTEIN #028-10061 LT COVERED | $330,711 | $321,361 | $9,350 | $9,350 | |
| BERNSTEIN #888-99481 ST COVERED | $4,263,450 | $4,169,066 | $94,384 | $94,384 | |
| BERNSTEIN #888-99481 LT COVERED | $13,675,981 | $11,513,285 | $2,162,696 | $2,162,696 | |
| BERNSTEIN #888-99481 CIL | $28 | $28 | $28 | ||
| MORGAN STANLEY #881-143165 ST COVERED | $2,149 | $2,317 | -$168 | -$168 | |
| MORGAN STANLEY #881-143165 LT COVERED | $314,350 | $351,530 | -$37,180 | -$37,180 | |
| MORGAN STANLEY #881-143165 LT NON-COVERED | $486,876 | $648,016 | -$161,140 | -$161,140 | |
| MORGAN STANLEY #881-010037 ST COVERED | $102,049 | $101,035 | $1,014 | $1,014 | |
| MORGAN STANLEY #881-010037 LT COVERED | $225,302 | $241,501 | -$16,199 | -$16,199 | |
| MORGAN STANLEY #881-010037 LT NON-COVERED | $25,724 | $24,678 | $1,046 | $1,046 | |
| MORGAN STANLEY #881-010039 ST COVERED | $4,066 | $8,533 | -$4,467 | -$4,467 | |
| MORGAN STANLEY #881-010039 LT COVERED | $71,060 | $49,838 | $21,222 | $21,222 | |
| MORGAN STANLEY #881-010041 LT COVERED | $93,665 | $71,279 | $22,386 | $22,386 | |
| MORGAN STANLEY #881-010042 ST COVERED | $37,570 | $50,567 | -$12,997 | -$12,997 | |
| MORGAN STANLEY #881-010042 LT COVERED | $319,597 | $322,662 | -$3,065 | -$3,065 | |
| MORGAN STANLEY #881-010082 ST COVERED | $28,779 | $23,278 | $5,501 | $5,501 | |
| MORGAN STANLEY #881-010082 LT COVERED | $147,926 | $83,291 | $64,635 | $64,635 | |
| MORGAN STANLEY #881-010012 LT NON COVERED | $997,451 | $1,014,203 | -$16,752 | -$16,752 | |
| MORGAN STANLEY #881-010013 LT NON-COVERED | $1,100,272 | $1,027,099 | $73,173 | $73,173 | |
| CAPITAL GAIN DIVIDENDS | $559,059 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,762,570 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,649,986 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $96,496,712 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037825 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,260,435 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,292,913 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08937 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,020,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,248,199 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.110363 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $976,696 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,354,808 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.132797 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $412,401 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,034,098 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068345 | DistributionYr5Rt |
| Total Distribution | 0.4387 | TotalDistributionRt |
| Average Distribution | 0.08774 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $123,191,517 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,808,824 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $52,803 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,861,627 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,259,762 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105,607 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $105,607 | SubtotalAmt |
| Tax Based On Investment Income | $105,607 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $110,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $150,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $44,393 | OverpaymentAmt |
| Applied To ES Tax | $44,393 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN MARIE MAHONEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5855332903 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 THRUWAY PARK DRIVE | AddressLine1Txt |
| City | W HENRIETTA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14586 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHEILA KONAR | ||||||||
| 75 THRUWAY PARK DRIVE | W HENRIETTA | NY | 14586 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
| HOWARD KONAR | ||||||||
| 75 THRUWAY PARK DRIVE | W HENRIETTA | NY | 14586 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
| RACHAEL GUTTENBERG | ||||||||
| 75 THRUWAY PARK DRIVE | W HENRIETTA | NY | 14586 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
| DONALD NOWILL | ||||||||
| 41 Taylor Crossway | Brookline | MA | 02146 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
| Lawrence Fine | ||||||||
| 2 Tiffany Court | Pittsford | NY | 14534 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYNN GRANT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 GENESEE PARK BLVD | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14619 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $130,208 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $122,374,136 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,693,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,067,530 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,067,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,876,013 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,191,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,159,576 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,159,576 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105,607 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105,607 | TotalTaxAmt |
| Distributable Before Adj | $6,053,969 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,053,969 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,053,969 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,259,762 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,259,762 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,259,762 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,053,969 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $331,368 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,008,919 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,340,287 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,259,762 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,053,969 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $205,793 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,546,080 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,546,080 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $331,368 | ExcessFromYear3Amt |
| Excess From Year2 | $1,008,919 | ExcessFromYear2Amt |
| Excess From Current Year | $205,793 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE - SEE SCHEDULE B | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Ann Marie Mahoney | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 THRUWAY PARK DRIVE | AddressLine1Txt |
| City | W Henrietta | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14586 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5855332903 | RecipientPhoneNum |
| Form And Info And Materials | Submit a letter of intent to provide a brief overview of the organization and the reason for the grant request. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | One Month Prior to the quarterly trustee meetings held mid-March, Mid-June, Mid-September, Mid-Novem | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are awarded in the areas of education, cultural & civic organizations, improvement to health care services, promotion of ethnic/religious/cultural understanding & tolerance, benefits to the Jewish community. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MONROE COMMUNITY COLLEGE | ||||||||
| Damon City Campus | 228 East Main Street | Rochester | NY | 14604 | NONE | PC | Scholarship Support for Students | $17,500 |
| CANCER WELLNESS CONNECTIONS | ||||||||
| 7 Brickston Drive | Pittsford | NY | 14534 | NONE | PC | Support for patient care/medical treatments | $2,500 | |
| MAYO CLINIC FOUNDATION | ||||||||
| 2200 First Street SW | Rochester | MN | 559050001 | NONE | POF | General support for greatest needs at Mayo Clinic | $2,500 | |
| CHABAD LUBAVITCH | ||||||||
| 1037 Winton Road South | Rochester | NY | 14618 | NONE | PC | Services for Jewish community | $10,000 | |
| GARTH FAGAN DANCE | ||||||||
| 50 Chestnut Street | Rochester | NY | 14604 | NONE | PC | Program support to promote dance in communities | $2,500 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | PC | Capital campaign & Program S upport | $153,500 | |
| JEWISH COMMUNITY CENTER (FILM FESTIVAL) | ||||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | PC | Jewish cultural support through film | $25,000 | |
| JEWISH COMMUNITY FEDERATION | ||||||||
| 441 East Avenue | Rochester | NY | 14607 | NONE | PC | Services for Jewish community | $400,000 | |
| JEWISH FAMILY SERVICE | ||||||||
| 441 East Avenue | Rochester | NY | 14607 | NONE | PC | Services for Jewish families | $61,100 | |
| LIFESPAN | ||||||||
| 1900 South Clinton Avenue | Rochester | NY | 14618 | NONE | PC | Services for geriatric care | $20,000 | |
| THE LITTLE THEATRE | ||||||||
| 240 East Avenue | Rochester | NY | 14604 | NONE | PC | Support of local artists, music & film | $52,500 | |
| MEMORIAL ART GALLERY | ||||||||
| 500 University Avenue | Rochester | NY | 146071484 | NONE | PC | Program support for the arts | $42,500 | |
| RPO | ||||||||
| 108 East Avenue | Rochester | NY | 14604 | NONE | PC | Annual campaign support for local musicians | $50,000 | |
| TEMPLE BETH EL FOUNDATION | ||||||||
| 139 Winton Road South | Rochester | NY | 146102997 | NONE | POF | Support for Jewish religious services | $112,500 | |
| UNITED WAY | ||||||||
| 75 College Avenue | Rochester | NY | 146071009 | NONE | PC | General community support services | $10,000 | |
| US HOLOCAUST MUSEUM | ||||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 200242126 | NONE | PC | Tolerance education/promotion of Jewish history | $325,000 | |
| BREAST CANCER COALITION OF ROCHESTER | ||||||||
| 10480 University Avenue | Rochester | NY | 14607 | NONE | PC | Support of breast cancer awareness programs/advocacy | $2,000 | |
| WATER FOR SUDAN | ||||||||
| PO Box 25551 | Rochester | NY | 14625 | NONE | PC | Provide access to clean water for Sudanese communities | $5,000 | |
| GEORGE EASTMAN HOUSE | ||||||||
| 900 East Avenue | Rochester | NY | 146072298 | NONE | PC | Support for museum's activities/programs | $350,000 | |
| SISTERS OF ST JOSEPH | ||||||||
| 150 French Road | Rochester | NY | 146183822 | NONE | PC | MEDICAL SUPPORT OF RETIRED SISTERS | $3,500 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 435 East Henrietta Road | Rochester | NY | 14602 | NONE | PC | Program & services for Alzheimer's patients | $2,500 | |
| AL SIGL CENTER | ||||||||
| 1000 Elmwood Avenue Suite 300 | Rochester | NY | 146203098 | NONE | PC | Support for programs & services to children & families | $2,500 | |
| TOURETTE SYNDROME ASSOCIATION | ||||||||
| 42-40 Bell Blvd Suite 205 | Bayside | NY | 113612820 | NONE | PC | Program support services | $2,500 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 10 Brookline Place West | 6th Floor | Brookline | MA | 02445 | NONE | PC | ADOPT-A-LAB PROGRAM | $60,000 |
| JEWISH SENIOR LIFE | ||||||||
| 2021 Winton Road South | Rochester | NY | 14618 | NONE | PC | Services for Jewish senior citizens plus synagogue repairs & upgrades | $100,000 | |
| NAZARETH COLLEGE | ||||||||
| 4245 East Avenue | Rochester | NY | 14618 | NONE | PC | Music Performance Center & Program Support | $150,000 | |
| UNIVERSITY OF ROCHESTER | ||||||||
| 300 E River Rd | PO Box 270032 | Rochester | NY | 14627 | NONE | PC | Grants & Program Support | $613,824 |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8444 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | PROMOTE EDUCATION INITIATIVES & OPPORTUNITIES | $7,500 | |
| AMERICAN JEWISH JOINT COMMUNITY FUND | ||||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| BAOBAB CULTURAL CENTER | ||||||||
| 728 UNIVERSITY AVE | ROCHESTER | NY | 14607 | NONE | PC | PROGRAM SUPPORT & Discovery Lab | $50,000 | |
| BCS SCHOLARSHIP FUND FOR BHS | ||||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02446 | NONE | PC | PROGRAM SUPPORT | $13,000 | |
| E3 ROCHESTER | ||||||||
| 255 EAST AVENUE 310 | ROCHESTER | NY | 14607 | NONE | PC | COMMON APPLICATION PROGRAM | $50,000 | |
| EAST HOUSE | ||||||||
| 259 MONROE AVENUE 200 | ROCHESTER | NY | 14607 | NONE | PC | RECOVERY SUPPORT SERVICES | $10,000 | |
| GEVA THEATRE CENTER | ||||||||
| 75 WOODBURY BLVD | ROCHESTER | NY | 14607 | NONE | PC | Education Programs | $50,000 | |
| GREATER ROCHESTER ENTERPRISE FOUNDATION | ||||||||
| 100 CHESTNUT ST 1910 | ROCHESTER | NY | 14604 | NONE | POF | Program Support | $50,000 | |
| GREATER ROCHESTER SUMMER LEARNING ASSOCIATION | ||||||||
| 274 NORTH GOODMAN STREET D103 | ROCHESTER | NY | 14617 | NONE | PC | EPK to 3rd Grade Initiative | $60,000 | |
| HOMESTEADS FOR HOPE | ||||||||
| 2185 MANITOU ROAD | ROCHESTER | NY | 14506 | NONE | PC | RSW Experience Program | $50,000 | |
| RENAISSANCE ACADEMY CHARTER SCHOOL | ||||||||
| 299 KIRK ROAD | ROCHESTER | NY | 14612 | NONE | PC | EXCELLENCE IN EDUCATION INITIATIVE | $90,000 | |
| ROCHESTER MUSEUM & SCIENCE CENTER | ||||||||
| 657 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| ROCHESTER CHILDFIRST NETWORK | ||||||||
| 941 SOUTH AVENUE | ROCHESTER | NY | 14622 | NONE | PC | Teaching Pyramid | $10,000 | |
| ROCHESTER CITY SCHOOL DISTRICT | ||||||||
| 131 WEST BROAD STREET | ROCHESTER | NY | 14614 | NONE | PATH FORWARD INITIATIVE | $6,000 | ||
| THE CENTER FOR YOUTH SERVICES | ||||||||
| 905 MONROE AVENUE | ROCHESTER | NY | 14620 | NONE | PC | CRISES NURSERY | $25,000 | |
| THE CHILDREN'S AGENDA | ||||||||
| 1 SOUTH WASHINGTON STREET 120 | ROCHESTER | NY | 14614 | NONE | PC | ADVOCACY PROGRAM | $160,000 | |
| THE LAWRENCE & ELYSE FINE COMMUNITY FUND | ||||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | PROGRAM SUPPORT | $11,400 | |
| ACTION FOR A BETTER COMMUNITY | ||||||||
| 400 WEST AVENUE | ROCHESTER | NY | 14604 | NONE | PC | Help low-income families | $2,500 | |
| ALLENDALE COLUMBIA SCHOOL | ||||||||
| 519 Allens Creek Road | Rochester | NY | 14618 | none | PC | New Scholarship Program | $15,000 | |
| BADEN STREET SETTLEMENT | ||||||||
| 152 Baden Street | Rochester | NY | 14605 | None | PC | Award for Metro Council - Teen Empowerment | $84,500 | |
| BORINQUEN DANCE THEATRE | ||||||||
| 121 Fitzhugh Street | Rochester | NY | 14614 | None | PC | Self development & grant program | $40,000 | |
| BUILDING EXCELLENT SCHOOLS | ||||||||
| 31 Milk Street | Boston | MA | 02109 | None | PC | Start-up Program & Fellowship | $412,000 | |
| CAMERON COMMUNITY MINISTRIES | ||||||||
| 48 Cameron Street | Rochester | NY | 14606 | None | PC | After School Academy Award | $10,000 | |
| CARTHAGE COLLEGE | ||||||||
| 2001 Alford Park Dr | Kenosha | WI | 53140 | None | PC | M Hancock Designation | $5,000 | |
| CHILDRENS INSTITUTE | ||||||||
| 274 Goodman Street N | Rochester | NY | 14607 | None | PC | UPK Teacher's Perceptions | $31,100 | |
| CHURCH OF DIVINE INSPIRATION | ||||||||
| 27 Appleton Street | Rochester | NY | 14611 | None | PC | B Keaveny Designation | $5,000 | |
| CONNECTED COMMUNITIES | ||||||||
| 410 Atlantic Avenue | Rochester | NY | 14609 | None | PC | Program Support | $151,368 | |
| FLOWER CITY ARTS CENTER | ||||||||
| 713 Monroe Avenue | Rochester | NY | 14607 | None | PC | Expanding the Field | $59,000 | |
| FOODLINK | ||||||||
| 1999 Mt Read Blvd | Rochester | NY | 14615 | None | PC | Community Kitchen Institute | $100,000 | |
| FRANK R WILLIAMS SCHOLARSHIP FUND | ||||||||
| PO Box 55216 | Washington | DC | 20040 | None | PC | B Bethea Designation | $5,000 | |
| FREEDOM HOUSE | ||||||||
| 1850 M Street NW | Washington | DC | 20036 | None | PC | Program Support | $100,000 | |
| FRIENDLY SENIOR LIVING | ||||||||
| 3156 East Avenue | Rochester | NY | 14618 | None | PC | Program Support | $50,000 | |
| HADASSAH | ||||||||
| 400 Wall Street | New York | NY | 10005 | None | PC | Program Support | $1,500 | |
| HIGHLAND HOSPITAL FOUNDATION | ||||||||
| 1000 South Avenue | Rochester | NY | 14620 | None | PC | Program Support | $2,500 | |
| HOPE HALL SCHOOL | ||||||||
| 1612 Buffalo Road | Rochester | NY | 14624 | None | PC | Scholarship/Career Development & Occupational Studies Program | $50,000 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 Columbus Avenue | Roxbury | MA | 02119 | None | PC | Program Support | $6,000 | |
| LYMPHATIC EDUCATION & RESEARCH NETWORK | ||||||||
| 261 Madison Avenue | New York | NY | 10016 | None | PC | Program Support | $2,500 | |
| NYS LITERACY CENTER (NYSLC) | ||||||||
| 168 Canal Street | New York | NY | 10013 | None | PC | Rebuilding Families | $5,650 | |
| QUINCY PUBLIC SCHOOLS | ||||||||
| 34 Coddington Street | Quincy | MA | 02169 | None | PC | Program Support | $6,000 | |
| ROBERTS WESLEYAN COLLEGE | ||||||||
| 2301 Westside Drive | Rochester | NY | 14624 | None | PC | Retention & Persistence Scholarships | $5,000 | |
| ROCHESTER CHILDRENS SCHOLARSHIP FUND | ||||||||
| 131 W Broad Street | Rochester | NY | 14614 | None | PC | D Vega Designation | $5,000 | |
| ROCHESTER AREA COMMUNITY FOUNDATION | ||||||||
| 500 East Avenue | Rochester | NY | 14607 | None | POF | Nautilus Scholarship Fund | $25,000 | |
| ROCHESTER BROADWAY THEATRE LEAGUE | ||||||||
| 885 E Main Street | Rochester | NY | 14605 | None | PC | Program Support | $5,000 | |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||
| 1 Lomb Memorial Drive | Rochester | NY | 14623 | None | PC | MCAS Summer Bridge Program | $50,000 | |
| RUSH-HENRIETTA ROTARY CLUB FOUNDATION | ||||||||
| PO Box 22838 | Rochester | NY | 14692 | None | PC | Literacy Program | $2,000 | |
| SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION | ||||||||
| 275 Drive Samuel McCree Way | Rochester | NY | 14611 | None | PC | Montgomery Neighborhood Center Roof Replacement | $90,570 | |
| ST JOHN FISHER COLLEGE | ||||||||
| 3690 East Avenue | Rochester | NY | 14618 | None | PC | Trauma Sensitive Classrooms | $27,812 | |
| RENAJA MCDONALD | ||||||||
| Culver Road | Rochester | NY | 14609 | None | I | College Supplies | $1,930 | |
| SUNY GENESEO | ||||||||
| 1 College Circle | Geneseo | NY | 14454 | None | PC | RKids | $4,000 | |
| THE CENTER FOR TEEN EMPOWERMENT | ||||||||
| 392 Genesee Street | Rochester | NY | 14611 | None | PC | Program Services | $101,000 | |
| THE EDUCATION TRUST | ||||||||
| 1250 H Street NW | Washington | DC | 20005 | None | PC | Building Parent Capacity for Resource Advocacy in Rochester | $50,000 | |
| THE STRONG MUSEUM | ||||||||
| 1 Manhattan Square | Rochester | NY | 14607 | None | PC | Transforming Woodbury School | $100,000 | |
| THETA ALPHA ZETA | ||||||||
| Unknown | Rochester | NY | 14604 | None | PC | Eiffel Tower Sponsorship | $1,500 | |
| UNIVERSITY OF ROCHESTER WARNER SCHOOL OF EDUCATION | ||||||||
| 500 Wilson Blvd | Rochester | NY | 14627 | None | PC | A12059-CUES | $1,080,000 | |
| YOUNG WOMENS COLLEGE PREP FOUNDATION | ||||||||
| 133 Hoover Drive | Rochester | NY | 14615 | None | PC | J Gkourlias Designation | $5,000 | |
| YWCA OF ROCHESTER & MONROE COUNTY | ||||||||
| 175 N Clinton Ave | Rochester | NY | 14604 | None | PC | Program Support | $800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,933,554 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,951,236 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,762,570 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INVESTMENT INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $86,907 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,800,713 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,800,713 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| William B Konar Estate | |||||||
| 1 | 75 Thruway Park Drive | W Henrietta | NY | 14586 | $5,025,000 | Yes (X) | |
| William B Konar Estate | |||||||
| 2 | 75 Thruway Park Drive | W Henrietta | NY | 14586 | $325,475 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & 990PF PREPARATION | CategoryTxt |
| Amt | $29,847 | Amt |
| Disbursements Charitable Prps | $29,847 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | LifeLifeRt |
|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2016-10-16 | $1,024 | $440 | M5 | $233 | |
| LEASEHOLD IMPRVMNT | 2017-05-17 | $88,490 | $1,420 | M39 | $2,269 | |
| COMPUTER SOFTWARE | 2017-01-18 | $10,588 | $3,235 | SL | $3,529 | 3 |
| FURNITURE/FIXTURES | 2017-05-01 | $70,095 | $10,017 | M7 | $17,166 | |
| COMPUTER EQUIPMENT | 2017-03-14 | $36,180 | $7,236 | M5 | $11,578 | |
| SIGNAGE/LOGO PANEL | 2018-06-11 | $10,675 | M39 | $148 | ||
| DOORS | 2018-09-20 | $4,986 | M39 | $37 | ||
| LOBBY FURNITURE | 2018-07-06 | $1,192 | M7 | $170 | ||
| TABLES | 2018-09-13 | $2,814 | M7 | $402 | ||
| FILE CABINETS | 2018-12-14 | $1,655 | M7 | $236 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ISRAEL BONDS | BondNm |
| EOY Book Value | $300,000 | EOYBookValueAmt |
| EOYFMV | $300,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN | $6,366,503 | $6,413,745 |
| BERNSTEIN | $101,919,983 | $99,106,505 |
| MORGAN STANLEY | $6,352,801 | $6,408,564 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $1,024 | $673 | $351 |
| LEASEHOLD IMPRVMNT | $88,490 | $3,689 | $84,801 |
| COMPUTER SOFTWARE | $10,588 | $6,764 | $3,824 |
| FURNITURE/FIXTURES | $70,095 | $27,183 | $42,912 |
| COMPUTER EQUIPMENT | $36,180 | $18,814 | $17,366 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS/INTEREST RECEIVABLE | Desc |
| BOY Book Value | $227,413 | BOYBookValueAmt |
| EOY Book Value | $188,473 | EOYBookValueAmt |
| EOYFMV | $188,473 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ITEMS TO BALANCE | Desc |
| Amt | $8 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $1,604 | $1,604 | |
| INVESTMENT MANAGEMENT FEE | $399,581 | $399,581 | |
| MANAGEMENT FEE | $18,000 | $18,000 | |
| MAIL/COURIER SERVICE | $2,125 | $2,125 | |
| INFORMATION TECHNOLOGY | $13,663 | $13,663 | |
| OFFICE SUPPLIES | $7,664 | $7,664 | |
| INSURANCE | $3,405 | $3,405 | |
| DUES & SUBSCRIPTIONS | $8,109 | $8,109 | |
| TELEPHONE | $1,573 | $1,573 | |
| MAINTENANCE | $1,935 | $1,935 | |
| ADVERSTISING & MARKETING | $13,242 | $13,242 | |
| CAM CHARGES | $2,431 | $2,431 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Revenue And Expenses Per Books | $86,907 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $86,907 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY COUNCIL FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| William B Konar Estate | |||
| 75 Thruway Park Drive | W Henrietta | NY | 14586 |
| William B Konar Estate | |||
| 75 Thruway Park Drive | W Henrietta | NY | 14586 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $63,450 | $63,450 |
| NYS FILING FEES | $1,500 | |
| FEDERAL TAXES | $57,345 | $57,345 |
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