LOUIS S AND MOLLY B WOLK FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LOUIS S AND MOLLY B WOLK FOUNDATION (EIN 22-2405596)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-28
IRS object ID
201921489349100107
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-28T08:35:08-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161614009PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MIRABELLA & SMITH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 ALLENS CREEK RDAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222405596EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUIS S & MOLLY B WOLK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOUIBusinessNameControlTxt
Phone5854426900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 EAST AVENUE NO 701AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARVIN WOLKPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5854426900PhoneNum
Signature2019-05-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL C SMITHPreparerPersonNm
PTINP00093683PTIN
Phone5852256470PhoneNum
Preparation2019-05-21PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.240.208.121IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-21IPDt
IP Tm22:01:25IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4FB10FD7FB880D146F58C65DBC7BEBCA436CCF0FAtSubmissionCreationDeviceId
At Submission Filing Device Id630C1FDD1B291285E7F1AB9942B4AE6D0548DBEBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$30,682,080FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$744,823DividendsRevAndExpnssAmt
Dividends Net Invst Incm$744,823DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$414,322NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,624,564GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$414,322CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,159,145TotalRevAndExpnssAmt
Total Net Invst Incm$1,159,145TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$150,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$30,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$120,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,410AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,640AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$100,757OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$100,757OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18,274TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$26,475OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,295OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$21,180OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,681TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,336TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,345TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,381OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$926OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,455OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$314,618TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$139,724TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$156,620TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,532,403ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,532,403ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,847,021TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$139,724TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,689,023TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$687,876ExcessRevenueOverExpensesAmt
Net Investment Income$1,019,421NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$527,421SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$479,207SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$479,207SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$21,916,883OtherInvestmentsBOYAmt
Other Investments EOY$21,277,221OtherInvestmentsEOYAmt
Other Investments EOYFMV$30,202,873OtherInvestmentsEOYFMVAmt
Total Assets BOY$22,444,304TotalAssetsBOYAmt
Total Assets EOY$21,756,428TotalAssetsEOYAmt
Total Assets EOYFMV$30,682,080TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$25,795,449CapitalStockBOYAmt
Capital Stock EOY$25,795,449CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$3,351,145RetainedEarningBOYAmt
Retained Earning EOY-$4,039,021RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,444,304TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$21,756,428TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,444,304TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$21,756,428TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,444,304TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$687,876ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$21,756,428SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$21,756,428TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
21475 FIRST TRUST SENIOR LN ETFP$995,956$1,059,614-$63,658-$63,658
3700 ISHARES CORE S&P SMALL CAPP$290,263$152,921$137,342$137,342
600 ISHARES CORE S&P MIDCAPP$112,040$51,086$60,954$60,954
2000 ISHARES CORE S&P 500 ETFP$559,127$277,505$281,622$281,622
11500 ISHARES FLOATING RATE BOND ETFP$579,817$585,517-$5,700-$5,700
2000 SCHWAB US REIT ETFP$85,536$83,599$1,937$1,937
CAPITAL GAINS DIVIDENDSP$1,825$1,825$1,825
FieldValueIRS element (for citing)
Capital Gain Net Income$414,322CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,626,403AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$33,027,701NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049244DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,570,903AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$30,810,285NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050986DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,465,947AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$31,744,172NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046180DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,507,412AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$32,048,770NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047035DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,440,869AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$30,129,283NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047823DistributionYr5Rt
Total Distribution0.241268TotalDistributionRt
Average Distribution0.048254AverageDistributionRt
Net Vl Noncharitable Assets$34,021,596NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,641,678AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,194NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,651,872AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,689,023QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$10,194InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,194SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,194TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,120EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,120TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Overpayment$6,925OverpaymentAmt
Applied To ES Tax$6,925AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTREASURERIndividualWithBooksNm
Phone5854426900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11600 EAST AVEAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14610ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID M WOLK
78 GLEN ACREPITTSFORDNY14534CHAIRMAN5.00$25,000$0$0
MARVIN L WOLK
35 SOUTHWOOD LANEROCHESTERNY14618TREASURER10.00$50,000$0$0
ALVIN L URELES MD
1202 SUMMIT CIRCLE DRROCHESTERNY14618VICE CHAIRMAN5.00$25,000$0$0
MICHAEL B BERGER
4 ROYAL WOODS COURTBUFFALONY14421CO-CHAIR - GRANTS5.00$25,000$0$0
HAROLD SAMLOFF
5 LINDEN COVEPITTSFORDNY14534CO-CHAIR - GRANTS5.00$0$0$0
JEREMY WOLK
2 SOUTHERN PARKWAYROCHESTERNY14618SECRETARY5.00$25,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$34,539,691AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,539,691TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,539,691AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$518,095CashDeemedCharitableAmt
Net Vl Noncharitable Assets$34,021,596NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,701,080MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,701,080MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,194TaxBasedOnInvestmentIncomeAmt
Total Tax$10,194TotalTaxAmt
Distributable Before Adj$1,690,886DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,690,886DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,690,886DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,689,023ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,689,023QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$10,194PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,678,829AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,690,886DistributableAsAdjustedAmt
Undistributed Income PY$146,227UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,689,023QualifyingDistributionsAmt
Applied To Year1$146,227AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,542,796AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$148,090UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGRANT COMMITTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11600 EAST AVENUE SUITE 701AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14610ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5854426900RecipientPhoneNum
Form And Info And MaterialsGRANT APPLICATION AS PROVIDED BY THE ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsONLY 501(C)3 ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR TEEN EMPOWERMENT
392 GENESEE STROCHESTERNY14611NONE501(C)(3)VARIOUS SPECIFIC PROGRAMS$2,320
FOSTERING HOPE
880 WESTFALL RDROCHESTERNY14618NONE501(C)(3)VARIOUS SPECIFIC PROGRAMS$7,500
HIGHLAND HOSPITAL
1000 SOUTH AVEROCHESTERNY14620NONE501(C)(3)VARIOUS SPECIFIC PROGRAMS$1,750
EAST HOUSE
259 MONROE AVENUEROCHESTERNY14607NONE501(C)(3)VARIOUS SPECIFIC PROGRAMS$2,850
JUNIOR ACHEIVEMENT
1 S WASHINGTON STROCHESTERNY14614NONE501(C)(3)EVENTS LOUNGE$1,750
JEWISH COMMUNITY CENTER OF GREATER ROCHESTER
1200 EDGEWOOD AVENUEROCHESTERNY14618NONE501(C)(3)CAPITAL CAMPAIGN$325,000
JEWISH COMMUNITY CENTER OF GREATER ROCHESTER
1200 EDGEWOOD AVENUEROCHESTERNY14618NONE501(C)(3)VARIOUS SPECIFIC PROGRAMS$28,000
JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER
441 EAST AVENUEROCHESTERNY14607NONE501(C)(3)ANNUAL CAMPAIGN$45,000
JEWISH FAMILY SERVICES OF ROCHESTER
441 EAST AVENUEROCHESTERNY14607NONE501(C)(3)EQUIPMENT UPGRADES$15,000
LIFESPAN
1900 S CLINTON AVEROCHESTERNY14618NONE501(C)(3)SIBLEY CAFE$50,000
JEWISH SENIOR LIFE
2021 S WINTON ROADROCHESTERNY14618NONE501(C)(3)GREEN HOUSE$100,000
MEMORIAL ART GALLERY
500 UNIVERSITY AVENUEROCHESTERNY14607NONE501(C)(3)STORY WALK$25,000
MONROE COMMUNITY COLLEGE FOUNDATION
1000 E HENRIETTA ROADROCHESTERNY14623NONE501(C)(3)SURGICAL LAB$167,000
MONROE COMMUNITY COLLEGE FOUNDATION
1000 E HENRIETTA ROADROCHESTERNY14623NONE501(C)(3)VARIOUS SPECIFIC PROGRAMS$2,500
NAZARETH COLLEGE
4245 EAST AVENUEROCHESTERNY14618NONE501(C)(3)GLAZER ARTS CENTER$25,000
NAZARETH COLLEGE
4245 EAST AVENUEROCHESTERNY14618NONE501(C)(3)MOTION LAB$50,000
NUMEROUS SMALL GRANTS
1600 EAST AVEROCHESTERNY14610NONE501(C)(3)VARIOUS SPECIFIC PROGRAMS$174,900
ROCHESTER FRINGE FESTIVAL
PO BOX 10508ROCHESTERNY14610NONE501(C)(3)ANNUAL CAMPAIGN$8,000
TEMPLE B'RITH KODESH
2131 ELMWOOD AVENUEROCHESTERNY14618NONE501(C)(3)EQUIPMENT UPGRADES$30,000
ROCHESTER REGIONAL HEALTH FOUNDATION
100 KINGS HWYROCHESTERNY14617NONE501(C)(3)ATRIUM RENOVATION$100,000
UNIVERSITY OF ROCHESTER
60 CRITTENDEN BLVDROCHESTERNY14625NONE501(C)(3)WOLK PROFESSORSHIP$100,000
UNIVERSITY OF ROCHESTSER
60 CRITTENDEN BLVDROCHESTERNY14642NONE501(C)(3)ATRIUM RENOVATION$150,000
WXXI
280 STATE STREETROCHESTERNY14603NONE501(C)(3)SECOND OPINION - OPIOID$20,833
HILLEL SCHOOL
191 FAIRFIELD DRIVEROCHESTERNY14620NONE501(C)(3)STEM LAB$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,532,403TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JEWISH COMMUNITY CENTER OF GREATER ROCHESTER
1200 EDGEWOOD AVENUEROCHESTERNY14618NONE501(C)(3)CAPITAL CAMPAIGN$1,200,000
JEWISH SENIOR LIFE
2021 S WINTON ROADROCHESTERNY14618NONE501(C)(3)GREEN HOUSE$1,300,000
MEMORIAL ART GALLERY
500 UNIVERSITY AVENUEROCHESTERNY14607NONE501(C)(3)STORY WALK$100,000
MONROE COMMUNITY COLLEGE FOUNDATION
1000 E HENRIETTA ROADROCHESTERNY14623NONE501(C)(3)SURGICAL LAB$33,000
ROCHESTER REGIONAL HEALTH FOUNDATION
89 GENESEE STREETROCHESTERNY14611NONE501(C)(3)ATRIUM RENOVATION$300,000
UNIVERSITY OF ROCHESTER
60 CRITTENDEN BLVDROCHESTERNY14642NONE501(C)(3)WOLK PROFESSORSHIP$300,000
UNIVERSITY OF ROCHESTER
60 CRITTENDEN BLVDROCHESTERNY14642NONE501(C)(3)ATRIUM RENOVATION$300,000
WXXI
280 STATE STREETROCHESTERNY14603NONE501(C)(3)SECOND OPINION - OPIOID$20,834
LIFESPAN
1900 S CLINTON AVEROCHESTERNY14618NONE501(C)(3)SIBLEY CAFE$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,653,834TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$744,823ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$414,322ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,159,145ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,159,145TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$7,050Amt
Net Investment Income$1,410NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,640DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSTOCK & BOND PORTFOLIOSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$21,277,221BookValueAmt
EOYFMV$30,202,873EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE$803$160$643
INSURANCE$2,359$472$1,887
OFFICE SUPPLIES$1,469$294$1,175
BOND ACCRETION/INVESTMENT INTEREST$750$0$750

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$100,757Amt
Net Investment Income$100,757NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$18,274Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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