2019-09-25T14:37:57-05:00 2018-12-31 JEWELL TAX & CONSULTING LLC 6 Northwood Drive Fairport NY 14450 990PF 2018-01-01 222434846 William & Sheila Konar Foundation % ANN MARIE MAHONEY WILL 5855332900 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 HOWARD KONAR Trustee 5853344110 2019-05-07 true Cynthia Jewell P01234019 5854258554 2019-05-07 X 45.46.193.197 16576020192685000000 2019-09-25 P 00BD1B90B7DECE0D3702B0F6ACAFC931DC98C9B1 00BD1B90B7DECE0D3702B0F6ACAFC931DC98C9B1 2018 2019-02-21 02:37:17Z X 115405525 X 5350475 2951236 2951236 2762570 22790223 2762570 86907 86907 11151188 5800713 0 175145 175145 22524 22524 29847 0 0 29847 4000 4000 122295 120795 35768 17884 17884 3057 3057 473332 399581 73751 883852 520376 0 326208 5933554 5933554 6817406 520376 0 6259762 4333782 5280337 1031453 2818655 2818655 886 112038443 114639287 111928814 300000 300000 300000 227699 58116 184029 169583 169583 227413 188473 188473 113782224 118115998 115405525 0 0 0 0 X 113782224 118115998 113782224 118115998 113782224 118115998 113782224 4333782 118116006 8 118115998 BERNSTEIN #028-10061 ST COVERED 4158 4114 44 44 BERNSTEIN #028-10061 LT COVERED 330711 321361 9350 9350 BERNSTEIN #888-99481 ST COVERED 4263450 4169066 94384 94384 BERNSTEIN #888-99481 LT COVERED 13675981 11513285 2162696 2162696 BERNSTEIN #888-99481 CIL 28 28 28 MORGAN STANLEY #881-143165 ST COVERED 2149 2317 -168 -168 MORGAN STANLEY #881-143165 LT COVERED 314350 351530 -37180 -37180 MORGAN STANLEY #881-143165 LT NON-COVERED 486876 648016 -161140 -161140 MORGAN STANLEY #881-010037 ST COVERED 102049 101035 1014 1014 MORGAN STANLEY #881-010037 LT COVERED 225302 241501 -16199 -16199 MORGAN STANLEY #881-010037 LT NON-COVERED 25724 24678 1046 1046 MORGAN STANLEY #881-010039 ST COVERED 4066 8533 -4467 -4467 MORGAN STANLEY #881-010039 LT COVERED 71060 49838 21222 21222 MORGAN STANLEY #881-010041 LT COVERED 93665 71279 22386 22386 MORGAN STANLEY #881-010042 ST COVERED 37570 50567 -12997 -12997 MORGAN STANLEY #881-010042 LT COVERED 319597 322662 -3065 -3065 MORGAN STANLEY #881-010082 ST COVERED 28779 23278 5501 5501 MORGAN STANLEY #881-010082 LT COVERED 147926 83291 64635 64635 MORGAN STANLEY #881-010012 LT NON COVERED 997451 1014203 -16752 -16752 MORGAN STANLEY #881-010013 LT NON-COVERED 1100272 1027099 73173 73173 CAPITAL GAIN DIVIDENDS P 559059 2762570 false 3649986 96496712 0.037825 2260435 25292913 0.08937 1020662 9248199 0.110363 976696 7354808 0.132797 412401 6034098 0.068345 0.4387 0.08774 123191517 10808824 52803 10861627 6259762 105607 105607 105607 40000 110000 150000 44393 44393 false false false false false false false true true NY true false true false false true N/A ANN MARIE MAHONEY 5855332903 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 false false false false false false false false false false false false false false false false false false false false false false 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 MARILYNN GRANT 227 GENESEE PARK BLVD ROCHESTER NY 14619 PROGRAM DIRECTOR 40.0 130208 0 0 NONE NONE 122374136 2693394 0 125067530 0 125067530 1876013 123191517 6159576 6159576 105607 105607 6053969 6053969 6053969 6259762 0 0 0 0 6259762 6259762 6053969 0 2016 2015 2014 0 331368 1008919 1340287 6259762 0 6053969 205793 1546080 0 0 0 0 1546080 331368 1008919 205793 NONE - SEE SCHEDULE B NONE Ann Marie Mahoney 75 THRUWAY PARK DRIVE W Henrietta NY 14586 5855332903 Submit a letter of intent to provide a brief overview of the organization and the reason for the grant request. One Month Prior to the quarterly trustee meetings held mid-March, Mid-June, Mid-September, Mid-Novem 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. MONROE COMMUNITY COLLEGE Damon City Campus 228 East Main Street Rochester NY 14604 NONE PC Scholarship Support for Students 17500 CANCER WELLNESS CONNECTIONS 7 Brickston Drive Pittsford NY 14534 NONE PC Support for patient care/medical treatments 2500 MAYO CLINIC FOUNDATION 2200 First Street SW Rochester MN 559050001 NONE POF General support for greatest needs at Mayo Clinic 2500 CHABAD LUBAVITCH 1037 Winton Road South Rochester NY 14618 NONE PC Services for Jewish community 10000 GARTH FAGAN DANCE 50 Chestnut Street Rochester NY 14604 NONE PC Program support to promote dance in communities 2500 JEWISH COMMUNITY CENTER 1200 Edgewood Avenue Rochester NY 14618 NONE PC Capital campaign & Program S upport 153500 JEWISH COMMUNITY CENTER (FILM FESTIVAL) 1200 Edgewood Avenue Rochester NY 14618 NONE PC Jewish cultural support through film 25000 JEWISH COMMUNITY FEDERATION 441 East Avenue Rochester NY 14607 NONE PC Services for Jewish community 400000 JEWISH FAMILY SERVICE 441 East Avenue Rochester NY 14607 NONE PC Services for Jewish families 61100 LIFESPAN 1900 South Clinton Avenue Rochester NY 14618 NONE PC Services for geriatric care 20000 THE LITTLE THEATRE 240 East Avenue Rochester NY 14604 NONE PC Support of local artists, music & film 52500 MEMORIAL ART GALLERY 500 University Avenue Rochester NY 146071484 NONE PC Program support for the arts 42500 RPO 108 East Avenue Rochester NY 14604 NONE PC Annual campaign support for local musicians 50000 TEMPLE BETH EL FOUNDATION 139 Winton Road South Rochester NY 146102997 NONE POF Support for Jewish religious services 112500 UNITED WAY 75 College Avenue Rochester NY 146071009 NONE PC General community support services 10000 US HOLOCAUST MUSEUM 100 Raoul Wallenberg Place SW Washington DC 200242126 NONE PC Tolerance education/promotion of Jewish history 325000 BREAST CANCER COALITION OF ROCHESTER 10480 University Avenue Rochester NY 14607 NONE PC Support of breast cancer awareness programs/advocacy 2000 WATER FOR SUDAN PO Box 25551 Rochester NY 14625 NONE PC Provide access to clean water for Sudanese communities 5000 GEORGE EASTMAN HOUSE 900 East Avenue Rochester NY 146072298 NONE PC Support for museum's activities/programs 350000 SISTERS OF ST JOSEPH 150 French Road Rochester NY 146183822 NONE PC MEDICAL SUPPORT OF RETIRED SISTERS 3500 ALZHEIMER'S ASSOCIATION 435 East Henrietta Road Rochester NY 14602 NONE PC Program & services for Alzheimer's patients 2500 AL SIGL CENTER 1000 Elmwood Avenue Suite 300 Rochester NY 146203098 NONE PC Support for programs & services to children & families 2500 TOURETTE SYNDROME ASSOCIATION 42-40 Bell Blvd Suite 205 Bayside NY 113612820 NONE PC Program support services 2500 DANA FARBER CANCER INSTITUTE 10 Brookline Place West 6th Floor Brookline MA 02445 NONE PC ADOPT-A-LAB PROGRAM 60000 JEWISH SENIOR LIFE 2021 Winton Road South Rochester NY 14618 NONE PC Services for Jewish senior citizens plus synagogue repairs & upgrades 100000 NAZARETH COLLEGE 4245 East Avenue Rochester NY 14618 NONE PC Music Performance Center & Program Support 150000 UNIVERSITY OF ROCHESTER 300 E River Rd PO Box 270032 Rochester NY 14627 NONE PC Grants & Program Support 613824 AMERICAN INDIAN COLLEGE FUND 8444 GREENWOOD BLVD DENVER CO 80221 NONE PC PROMOTE EDUCATION INITIATIVES & OPPORTUNITIES 7500 AMERICAN JEWISH JOINT COMMUNITY FUND 220 EAST 42ND STREET NEW YORK NY 10017 NONE PC PROGRAM SUPPORT 10000 BAOBAB CULTURAL CENTER 728 UNIVERSITY AVE ROCHESTER NY 14607 NONE PC PROGRAM SUPPORT & Discovery Lab 50000 BCS SCHOLARSHIP FUND FOR BHS 40 WEBSTER PLACE BROOKLINE MA 02446 NONE PC PROGRAM SUPPORT 13000 E3 ROCHESTER 255 EAST AVENUE 310 ROCHESTER NY 14607 NONE PC COMMON APPLICATION PROGRAM 50000 EAST HOUSE 259 MONROE AVENUE 200 ROCHESTER NY 14607 NONE PC RECOVERY SUPPORT SERVICES 10000 GEVA THEATRE CENTER 75 WOODBURY BLVD ROCHESTER NY 14607 NONE PC Education Programs 50000 GREATER ROCHESTER ENTERPRISE FOUNDATION 100 CHESTNUT ST 1910 ROCHESTER NY 14604 NONE POF Program Support 50000 GREATER ROCHESTER SUMMER LEARNING ASSOCIATION 274 NORTH GOODMAN STREET D103 ROCHESTER NY 14617 NONE PC EPK to 3rd Grade Initiative 60000 HOMESTEADS FOR HOPE 2185 MANITOU ROAD ROCHESTER NY 14506 NONE PC RSW Experience Program 50000 RENAISSANCE ACADEMY CHARTER SCHOOL 299 KIRK ROAD ROCHESTER NY 14612 NONE PC EXCELLENCE IN EDUCATION INITIATIVE 90000 ROCHESTER MUSEUM & SCIENCE CENTER 657 EAST AVENUE ROCHESTER NY 14607 NONE PC PROGRAM SUPPORT 2500 ROCHESTER CHILDFIRST NETWORK 941 SOUTH AVENUE ROCHESTER NY 14622 NONE PC Teaching Pyramid 10000 ROCHESTER CITY SCHOOL DISTRICT 131 WEST BROAD STREET ROCHESTER NY 14614 NONE PATH FORWARD INITIATIVE 6000 THE CENTER FOR YOUTH SERVICES 905 MONROE AVENUE ROCHESTER NY 14620 NONE PC CRISES NURSERY 25000 THE CHILDREN'S AGENDA 1 SOUTH WASHINGTON STREET 120 ROCHESTER NY 14614 NONE PC ADVOCACY PROGRAM 160000 THE LAWRENCE & ELYSE FINE COMMUNITY FUND 441 EAST AVENUE ROCHESTER NY 14607 NONE PC PROGRAM SUPPORT 11400 ACTION FOR A BETTER COMMUNITY 400 WEST AVENUE ROCHESTER NY 14604 NONE PC Help low-income families 2500 ALLENDALE COLUMBIA SCHOOL 519 Allens Creek Road Rochester NY 14618 none PC New Scholarship Program 15000 BADEN STREET SETTLEMENT 152 Baden Street Rochester NY 14605 None PC Award for Metro Council - Teen Empowerment 84500 BORINQUEN DANCE THEATRE 121 Fitzhugh Street Rochester NY 14614 None PC Self development & grant program 40000 BUILDING EXCELLENT SCHOOLS 31 Milk Street Boston MA 02109 None PC Start-up Program & Fellowship 412000 CAMERON COMMUNITY MINISTRIES 48 Cameron Street Rochester NY 14606 None PC After School Academy Award 10000 CARTHAGE COLLEGE 2001 Alford Park Dr Kenosha WI 53140 None PC M Hancock Designation 5000 CHILDRENS INSTITUTE 274 Goodman Street N Rochester NY 14607 None PC UPK Teacher's Perceptions 31100 CHURCH OF DIVINE INSPIRATION 27 Appleton Street Rochester NY 14611 None PC B Keaveny Designation 5000 CONNECTED COMMUNITIES 410 Atlantic Avenue Rochester NY 14609 None PC Program Support 151368 FLOWER CITY ARTS CENTER 713 Monroe Avenue Rochester NY 14607 None PC Expanding the Field 59000 FOODLINK 1999 Mt Read Blvd Rochester NY 14615 None PC Community Kitchen Institute 100000 FRANK R WILLIAMS SCHOLARSHIP FUND PO Box 55216 Washington DC 20040 None PC B Bethea Designation 5000 FREEDOM HOUSE 1850 M Street NW Washington DC 20036 None PC Program Support 100000 FRIENDLY SENIOR LIVING 3156 East Avenue Rochester NY 14618 None PC Program Support 50000 HADASSAH 400 Wall Street New York NY 10005 None PC Program Support 1500 HIGHLAND HOSPITAL FOUNDATION 1000 South Avenue Rochester NY 14620 None PC Program Support 2500 HOPE HALL SCHOOL 1612 Buffalo Road Rochester NY 14624 None PC Scholarship/Career Development & Occupational Studies Program 50000 HORIZONS FOR HOMELESS CHILDREN 1705 Columbus Avenue Roxbury MA 02119 None PC Program Support 6000 LYMPHATIC EDUCATION & RESEARCH NETWORK 261 Madison Avenue New York NY 10016 None PC Program Support 2500 NYS LITERACY CENTER (NYSLC) 168 Canal Street New York NY 10013 None PC Rebuilding Families 5650 QUINCY PUBLIC SCHOOLS 34 Coddington Street Quincy MA 02169 None PC Program Support 6000 ROBERTS WESLEYAN COLLEGE 2301 Westside Drive Rochester NY 14624 None PC Retention & Persistence Scholarships 5000 ROCHESTER CHILDRENS SCHOLARSHIP FUND 131 W Broad Street Rochester NY 14614 None PC D Vega Designation 5000 ROCHESTER AREA COMMUNITY FOUNDATION 500 East Avenue Rochester NY 14607 None POF Nautilus Scholarship Fund 25000 ROCHESTER BROADWAY THEATRE LEAGUE 885 E Main Street Rochester NY 14605 None PC Program Support 5000 ROCHESTER INSTITUTE OF TECHNOLOGY 1 Lomb Memorial Drive Rochester NY 14623 None PC MCAS Summer Bridge Program 50000 RUSH-HENRIETTA ROTARY CLUB FOUNDATION PO Box 22838 Rochester NY 14692 None PC Literacy Program 2000 SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION 275 Drive Samuel McCree Way Rochester NY 14611 None PC Montgomery Neighborhood Center Roof Replacement 90570 ST JOHN FISHER COLLEGE 3690 East Avenue Rochester NY 14618 None PC Trauma Sensitive Classrooms 27812 RENAJA MCDONALD Culver Road Rochester NY 14609 None I College Supplies 1930 SUNY GENESEO 1 College Circle Geneseo NY 14454 None PC RKids 4000 THE CENTER FOR TEEN EMPOWERMENT 392 Genesee Street Rochester NY 14611 None PC Program Services 101000 THE EDUCATION TRUST 1250 H Street NW Washington DC 20005 None PC Building Parent Capacity for Resource Advocacy in Rochester 50000 THE STRONG MUSEUM 1 Manhattan Square Rochester NY 14607 None PC Transforming Woodbury School 100000 THETA ALPHA ZETA Unknown Rochester NY 14604 None PC Eiffel Tower Sponsorship 1500 UNIVERSITY OF ROCHESTER WARNER SCHOOL OF EDUCATION 500 Wilson Blvd Rochester NY 14627 None PC A12059-CUES 1080000 YOUNG WOMENS COLLEGE PREP FOUNDATION 133 Hoover Drive Rochester NY 14615 None PC J Gkourlias Designation 5000 YWCA OF ROCHESTER & MONROE COUNTY 175 N Clinton Ave Rochester NY 14604 None PC Program Support 800 5933554 14 2951236 18 2762570 MISCELLANEOUS INVESTMENT INCOME 01 86907 5800713 5800713 false false false false false false false false false false X X 1 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 5025000 X 2 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 325475 X CONSULTING & 990PF PREPARATION 29847 29847 NONE COMPUTER EQUIPMENT 2016-10-16 1024 440 M5 233 LEASEHOLD IMPRVMNT 2017-05-17 88490 1420 M39 2269 COMPUTER SOFTWARE 2017-01-18 10588 3235 SL 3 3529 FURNITURE/FIXTURES 2017-05-01 70095 10017 M7 17166 COMPUTER EQUIPMENT 2017-03-14 36180 7236 M5 11578 SIGNAGE/LOGO PANEL 2018-06-11 10675 M39 148 DOORS 2018-09-20 4986 M39 37 LOBBY FURNITURE 2018-07-06 1192 M7 170 TABLES 2018-09-13 2814 M7 402 FILE CABINETS 2018-12-14 1655 M7 236 ISRAEL BONDS 300000 300000 JP MORGAN 6366503 6413745 BERNSTEIN 101919983 99106505 MORGAN STANLEY 6352801 6408564 COMPUTER EQUIPMENT 1024 673 351 LEASEHOLD IMPRVMNT 88490 3689 84801 COMPUTER SOFTWARE 10588 6764 3824 FURNITURE/FIXTURES 70095 27183 42912 COMPUTER EQUIPMENT 36180 18814 17366 DIVIDENDS/INTEREST RECEIVABLE 227413 188473 188473 ROUNDING ITEMS TO BALANCE 8 MISCELLANEOUS EXPENSE 1604 1604 INVESTMENT MANAGEMENT FEE 399581 399581 MANAGEMENT FEE 18000 18000 MAIL/COURIER SERVICE 2125 2125 INFORMATION TECHNOLOGY 13663 13663 OFFICE SUPPLIES 7664 7664 INSURANCE 3405 3405 DUES & SUBSCRIPTIONS 8109 8109 TELEPHONE 1573 1573 MAINTENANCE 1935 1935 ADVERSTISING & MARKETING 13242 13242 CAM CHARGES 2431 2431 Miscellaneous Income 86907 86907 ADVISORY COUNCIL FEES 4000 4000 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 FOREIGN TAXES 63450 63450 NYS FILING FEES 1500 FEDERAL TAXES 57345 57345