JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JEWISH COMMUNITY FOUNDATION OF (EIN 16-1599356)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-02-05
IRS object ID
201940369349300449
Schema version
2017v2.3
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)
Return2019-02-05T14:11:37-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN460475780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GROSSMAN ST AMOUR CPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1110 WEST FAYETTE STREET SUITE 900AddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN161599356EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATION OFBusinessNameLine1Txt
Business Name Line2CENTRAL NEW YORK INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone3154452040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15655 THOMPSON ROADAddressLine1Txt
CityDEWITTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13214ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNEIL BRONSTEINPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone3154452040PhoneNum
Signature2018-12-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINA R ONDRAKO CPAPreparerPersonNm
PTINP01230318PTIN
Phone3154241120PhoneNum
Preparation2018-12-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.225.55.242IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-12-03IPDt
IP Tm15:35:13IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD230C17AD5EDE1033344BBBB8A8B0A9CE5ED7203AtSubmissionCreationDeviceId
At Submission Filing Device Id5B2ED39256778C97CDCE63B992BE43EF41EE37E9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNEIL BRONSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15655 THOMPSON ROADAddressLine1Txt
CityDEWITTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13214ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,130,390GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHFOUNDATIONCNY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionINSURE THE CONTINUITY OF JEWISH LIFE IN CENTRAL NEW YORK INTO THE FUTURE.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers26TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,590,289PYContributionsGrantsAmt
CY Contributions Grants$1,762,850CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$530,590PYInvestmentIncomeAmt
CY Investment Income$622,144CYInvestmentIncomeAmt
PY Other Revenue$11,188PYOtherRevenueAmt
CY Other Revenue$26,329CYOtherRevenueAmt
PY Total Revenue$4,132,067PYTotalRevenueAmt
CY Total Revenue$2,411,323CYTotalRevenueAmt
PY Grants And Similar Paid$1,342,331PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,419,136CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$49,677PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$52,594CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$67,603PYOtherExpensesAmt
CY Other Expenses$68,101CYOtherExpensesAmt
PY Total Expenses$1,459,611PYTotalExpensesAmt
CY Total Expenses$1,539,831CYTotalExpensesAmt
PY Revenues Less Expenses$2,672,456PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$871,492CYRevenuesLessExpensesAmt
Total Assets BOY$14,111,290TotalAssetsBOYAmt
Total Assets EOY$15,395,941TotalAssetsEOYAmt
Total Liabilities BOY$3,067,275TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,351,112TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,044,015NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,044,829NetAssetsOrFundBalancesEOYAmt
MissionTO ENSURE THE CONTINUITY AND VITALITY OF THE JEWISH COMMUNITYMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,494,493ExpenseAmt
Grant$1,419,136GrantAmt
DescGRANTS AND ALLOCATIONS AND RELATED EXPENSES TO PROVIDE INFORMATION ABOUT THE JEWISH COMMUNITY PHILANTHROPYDesc
Total Program Service Expenses$1,494,493TotalProgramServiceExpensesAmt
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 Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2EmployeeCnt
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
Indoor Tanning Services0IndoorTanningServicesInd
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 Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL J BALANOFFBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3154452040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15655 THOMPSON ROADAddressLine1Txt
CityDEWITTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13214ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ALEXANDER HOLSTEIN
TRUSTEE1.00Yes (X)$0$0$0
NEIL BRONSTEIN
CHAIRMAN7.00Yes (X)$0$0$0Yes (X)
SHELDON B KRUTH
TREASURER3.00Yes (X)$0$0$0Yes (X)
MARK FIELD
SECRETARY1.00Yes (X)$0$0$0Yes (X)
DAVID HOROWITCH
TRUSTEE1.00Yes (X)$0$0$0
JEFFRY BERMAN
TRUSTEE1.00Yes (X)$0$0$0
I STEPHEN DAVIS
TRUSTEE1.00Yes (X)$0$0$0
EDGAR GALSON
TRUSTEE1.00Yes (X)$0$0$0
LIONEL GILELS
TRUSTEE1.00Yes (X)$0$0$0
NEIL GOLDBERG
TRUSTEE1.00Yes (X)$0$0$0
VICTOR J HERSHDORFER
TRUSTEE1.00Yes (X)$0$0$0
BENJAMIN LEVINE
TRUSTEE1.00Yes (X)$0$0$0
STEVEN A MIRON
FINANCIAL VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
MARILYN PINSKY
TRUSTEE1.00Yes (X)$0$0$0
GARY LAVINE
TRUSTEE1.00Yes (X)$0$0$0
HOWARD PORT
TRUSTEE1.00Yes (X)$0$0$0
ELAINE RUBENSTEIN
TRUSTEE1.00Yes (X)$0$0$0
PHILIP D RUBENSTEIN
TRUSTEE1.00Yes (X)$0$0$0
DEBRAH SHULMAN
TRUSTEE1.00Yes (X)$0$0$0
SARAH PINSKY
TRUSTEE1.00Yes (X)$0$0$0
RUTH STEIN
TRUSTEE1.00Yes (X)$0$0$0
ELLEN WEINSTEIN
TRUSTEE1.00Yes (X)$0$0$0
STEVEN WELLS
TRUSTEE1.00Yes (X)$0$0$0
WARREN D WOLFSON
TRUSTEE1.00Yes (X)$0$0$0
JEFFREY SCHEER
TRUSTEE1.00Yes (X)$0$0$0
LYNN H SMITH
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
LINDA ALEXANDER
EXECUTIVE DIRECTOR35.00$31,057$0$12,655Yes (X)
MICHAEL J BALANOFF
EXECUTIVE DIRECTOR35.00$5,500$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$36,557TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$12,655TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,762,850AllOtherContributionsAmt
Noncash Contributions$425,674NoncashContributionsAmt
Total Contributions$1,762,850TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$179,380TotalRevenueColumnAmt
Exclusion$179,380ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,161,831SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,719,067SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$442,764SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$442,764TotalRevenueColumnAmt
Exclusion$442,764ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMIN MGMT FEESDesc
Business900099BusinessCd
Total Revenue Column$26,329TotalRevenueColumnAmt
Exclusion$26,329ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$26,329OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,411,323TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$648,473ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,419,136TotalAmt
Program Services$1,419,136ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$49,815TotalAmt
Program Services$24,908ProgramServicesAmt
Management And General$24,907ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,779TotalAmt
Program Services$1,390ProgramServicesAmt
Management And General$1,389ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,600TotalAmt
Management And General$11,600ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$8,805TotalAmt
Program Services$8,805ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,000TotalAmt
Program Services$12,000ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,502TotalAmt
Program Services$2,502ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,925TotalAmt
Management And General$4,925ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,096TotalAmt
Program Services$11,096ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$109TotalAmt
Management And General$109ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BOOKKEEPING$6,700$6,700
PRINTING$5,446$5,446
TELEPHONE$2,061$1,546$515
POSTAGE$1,205$964$241

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,652TotalAmt
Management And General$1,652ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,539,831TotalAmt
Program Services$1,494,493ProgramServicesAmt
Management And General$45,338ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$684,119BOYAmt
EOY$436,085EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$612,945BOYAmt
EOY$697,590EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$13,254BOYAmt
EOY$11,584EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,888,407BOYAmt
EOY$10,492,829EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$912,565BOYAmt
EOY$3,757,853EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,111,290BOYAmt
EOY$15,395,941EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,823BOYAmt
EOY$18,161EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,064,452BOYAmt
EOY$3,332,951EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,067,275BOYAmt
EOY$3,351,112EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,463,361BOYAmt
EOY$1,605,225EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,430,981BOYAmt
EOY$10,286,586EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$149,673BOYAmt
EOY$153,018EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,044,015BOYAmt
EOY$12,044,829EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,111,290BOYAmt
EOY$15,395,941EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$871,492ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$90,717NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$38,605OtherChangesInNetAssetsAmt
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)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,081,486CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,277,806CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,325,909CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,590,289CurrentTaxYearMinus1YearAmt
Current Tax Year$1,762,850CurrentTaxYearAmt
Total$11,038,340TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,081,486CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,277,806CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,325,909CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,590,289CurrentTaxYearMinus1YearAmt
Current Tax Year$1,762,850CurrentTaxYearAmt
Total$11,038,340TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$11,038,340PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$96,236CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$135,906CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127,362CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$186,980CurrentTaxYearMinus1YearAmt
Current Tax Year$179,380CurrentTaxYearAmt
Total$725,864TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$96,236CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$135,906CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127,362CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$186,980CurrentTaxYearMinus1YearAmt
Current Tax Year$179,380CurrentTaxYearAmt
Total$725,864TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,672CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,052CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,951CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,188CurrentTaxYearMinus1YearAmt
Current Tax Year$26,329CurrentTaxYearAmt
Total$85,192TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,187,394CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,434,764CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,470,222CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,788,457CurrentTaxYearMinus1YearAmt
Current Tax Year$1,968,559CurrentTaxYearAmt
Total$11,849,396TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.93160PublicSupportCY509Pct
Public Support PY5090.94000PublicSupportPY509Pct
Investment Income CY0.06130InvestmentIncomeCYPct
Investment Income PY0.05420InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held147DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,197,934DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,066,625DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$4,754,146DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,376,666BeginningYearBalanceAmt
Contributions$527,794ContributionsAmt
Investment Earnings Or Losses$304,502InvestmentEarningsOrLossesAmt
Grants Or Scholarships$274,479GrantsOrScholarshipsAmt
End Year Balance$4,934,483EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,974,819BeginningYearBalanceAmt
Contributions$1,225,144ContributionsAmt
Investment Earnings Or Losses$421,396InvestmentEarningsOrLossesAmt
Grants Or Scholarships$244,693GrantsOrScholarshipsAmt
End Year Balance$4,376,666EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,933,807BeginningYearBalanceAmt
Contributions$363,700ContributionsAmt
Investment Earnings Or Losses-$165,827InvestmentEarningsOrLossesAmt
Grants Or Scholarships$156,861GrantsOrScholarshipsAmt
End Year Balance$2,974,819EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,382,851BeginningYearBalanceAmt
Contributions$563,962ContributionsAmt
Investment Earnings Or Losses$163,336InvestmentEarningsOrLossesAmt
Grants Or Scholarships$176,342GrantsOrScholarshipsAmt
End Year Balance$2,933,807EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,612,431BeginningYearBalanceAmt
Contributions$530,934ContributionsAmt
Investment Earnings Or Losses$335,221InvestmentEarningsOrLossesAmt
Grants Or Scholarships$95,735GrantsOrScholarshipsAmt
End Year Balance$2,382,851EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.02350PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.97650TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHARITABLE GIFT ANNUITIES$71,278F
CSV LIFE INSURANCE$149,943F
CHARITABLE REMAINDER ANNUITY TRUST$729,236F
GROWTH FUND OF AMERICA$1,086,951F
INVESTMENT CO OF AMERICA$846,207F
VANGUARD TOTAL INTL STOCK INDEX ADM$874,238F
FieldValueIRS element (for citing)
Total Book Value Securities$3,757,853TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO AGENCY ENDOWMENTS$3,141,807
DUE TO UJC - GIFT ANNUITIES$7,650
CRAT PAYABLE$183,494
FieldValueIRS element (for citing)
Total Liability$3,332,951TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,540,645TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$90,717NetUnrealizedGainsInvstAmt
Other Revenue$38,605OtherRevenueAmt
Revenue Not Reported$129,322RevenueNotReportedAmt
Revenue Subtotal$2,411,323RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,411,323TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,539,831TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,539,831ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,539,831TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:FOR UNRESTRICTED ENDOWMENT FUNDS, DISTRIBUTIONS OF INCOME AND PRINCIPAL ARE MADE ACCORDING TO THE BYLAWS OF THE FOUNDATION ONLY TO THE SYRACUSE JEWISH FEDERATION UNLESS THE EXECUTIVE COMMITTEE OF THE FEDERATION CONSENTS TO A DISTRIBUTION TO ANOTHER CHARITABLE ORGANIZATION. FOR RESTRICTED ENDOWMENT FUNDS, DISTRIBUTIONS ARE MADE FOLLOWING THE DIRECTIONS OF THE DONOR.
PART X, LINE 2:THE FOUNDATION COMPLIES WITH FASB ASC SUB-TOPIC 740-19, INCOME TAXES, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A MORE LIKELY THAN NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN INCLUDING MAINTAINING TAX-EXEMPT STATUS. THE FOUNDATION BELIEVES ITS FINANCIAL STATEMENTS DO NOT INCLUDE ANY UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF AND FOR THE YEAR ENDED JUNE 30,2018. IT IS THE FOUNDATION'S POLICY TO RECOGNIZE ANY INTEREST AND PENALTIES IN THE FUNCTIONAL EXPENSES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:DECREASE IN CSV LIFE INSURANCE -357. DECREASE IN CHARITABLE GIFT ANNUITY -3,023. INCREASE IN CHARITABLE REMAINDER ANNUITY TRUST 41,985.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (33 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CONGREGATION BETH SHOLOM CHEVRAS SHAS
PO BOX 271DEWITTNY13214166047859$39,707GENERAL SUPPORT
FOUNDATION AT MENORAH PARK
4101 E GENESEE STSYRACUSENY13214222360749$93,214GENERAL SUPPORT
JEWISH COMMUNITY CENTER
5655 THOMPSON ROADDEWITTNY13214150539101$134,091GENERAL SUPPORT
JEWISH COMMUNITY FNDN OF CNY
5655 THOMPSON ROADDEWITTNY13214161599356$13,622GENERAL SUPPORT
SYRACUSE HEBREW DAY SCHOOL
5655 THOMPSON ROADDEWITTNY13214156012139$36,089GENERAL SUPPORT
JEWISH FEDERATION OF CENTRAL NEW YORK INC
5655 THOMPSON ROADDEWITTNY13214150543614$428,466GENERAL SUPPORT
TEMPLE ADATH YESHURUN
450 KIMBER ROADSYRACUSENY13224150617396$59,193GENERAL SUPPORT
TEMPLE SOCIETY OF CONCORD
910 MADISON STREETSYRACUSENY13210150545840$92,130GENERAL SUPPORT
UPSTATE MEDICAL UNIVERSITY FOUNDATION
PO BOX 2129SYRACUSENY13220161068101$11,500GENERAL SUPPORT
HILLEL AT SU
102 WALNUT PLACESYRACUSENY13214166065279$54,900GENERAL SUPPORT
WILLIAM AND MARY COLLEGE
PO BOX 1693WILLIAMSBURGVA23187540734117$25,000GENERAL SUPPORT
LONGHOUSE COUNCIL BSA
2803 BREWERTON ROADMATTYDALENY13219160966978$6,550GENERAL SUPPORT
UNITED WAY OF CNY
518 JAMES ST 200SYRACUSENY13203150532073$18,300GENERAL SUPPORT
SYRACUSE COMMUNITY HEBREW SCHOOL
450 KIMBER ROADDEWITTNY13214473976037$30,000GENERAL SUPPORT
BINGHAMTON UNIVERSITY
4400 VESTAL PARKWAY EASTBINGHAMTONNY13902141368361$7,500GENERAL SUPPORT
BRIGHAM & WOMEN'S HOSPITAL
75 FRANCIS STBOSTONMA02115042312909$10,000GENERAL SUPPORT
CHABAD LUBAVITCH OF CNY
113 BERKELEY DRIVESYRACUSENY13210133202093$14,600GENERAL SUPPORT
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215042263040$10,000GENERAL SUPPORT
HOSPITAL FOR JOINT DISEASES
301 EAST 17TH STNEW YORKNY10003133971298$10,000GENERAL SUPPORT
UNIVERSITY OF ROCHESTER
500 JOSEPH C WILSON BLVDROCHESTERNY14627160743209$27,750GENERAL SUPPORT
VILLAGE OF SKANEATELES POLICE DEPARTMENT
28 FENNELL STSKANEATELESNY13152156001384$26,000GENERAL SUPPORT
CONGREGATION OR TZION
16415 N 90TH STSCOTTSDALEAZ85260352187429$6,000GENERAL SUPPORT
EPSTEIN SCHOOL OF JEWISH STUDIES
PO BOX 161SYRACUSENY13214161048413$8,816GENERAL SUPPORT
FOOD BANK OF CNY
7066 INTERSTATE ISLAND ROADSYRACUSENY13209222816988$5,135GENERAL SUPPORT
INTERFAITH WORKS
1010 JAMES STSYRACUSENY13203161064233$5,500GENERAL SUPPORT
JEWISH HOME OF CNY
4101 EAST GENESEE STSYRACUSENY13214222213294$16,000GENERAL SUPPORT
MAKE-A-WISH FOUNDATION
5005 CAMPUSWOOD DREAST SYRACUSENY13057222572086$5,100GENERAL SUPPORT
ORPHAN DISEASE PATHWAY PROJECT
ONE STATE STREET-20TH FLHARTFORDCT06103273862623$10,000GENERAL SUPPORT
PINE CREST SCHOOL
1501 NE 62ND STFORT LAUDERDALEFL33334590861374$10,000GENERAL SUPPORT
ST JOSEPH'S HOSPITAL FOUNDATION
973 JAMES ST 250SYRACUSENY13203840735096$5,350GENERAL SUPPORT
SYRACUSE JEWISH CEMETARY ASSOCIATION
337 SUMMERHAVEN DREAST SYRACUSENY13057160971313$27,500GENERAL SUPPORT
TEMPLE BETH EL BOCA RATON
333 SW 4TH AVEBOCA RATONFL33432591412924$10,000GENERAL SUPPORT
UJA FEDERATION OF NY
130 EAST 59TH STNYCNY10022510172429$10,000GENERAL SUPPORT

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION REQUIRES THAT ANY NON-PROFIT ORGANIZATION RECEIVING A RESTRICTED GIFT PROVIDE A RECONCILIATION OF HOW THE FUNDS WERE SPENT. UNRESTRICTED GIFTS REQUIRE ONLY A NOTE FROM THE NON-PROFIT ORGANIZATION THAT THE FUNDS WERE RECEIVED. GIFTS MADE FROM DONOR-ADVISED FUNDS ARE SENT WITH A LETTER STATING THAT THE FUNDS ARE TO BE FULLY USED FOR CHARITABLE PURPOSES ONLY AND IF APPLICABLE THE DONORS SUGGESTION FOR THE USE OF THE DONATION.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution27ContributionCnt
Noncash Contributions Rpt F990$425,674NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUOTED MARKET PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS REVIEWED WITH THE EXECUTIVE BOARD FIRST AND THEN PRESENTED TO THE ENTIRE BOARD OF TRUSTEES AT A QUARTERLY BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12CTHE OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE REQUIRED TO SIGN AND SUBMIT SIGNED CONFLICTS OF INTEREST FORMS ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE BOARD REVIEWS THE PROPOSED BUDGET IN THE SPRING OF EACH YEAR, INCLUDING THE EXECUTIVE DIRECTOR'S SALARY AND HAS A DISCUSSION WITHOUT THE DIRECTOR IN ATTENDANCE. THE EXECUTIVE DIRECTOR'S SALARY IS THEN PRESENTED AT THE APRIL BOARD OF TRUSTEES FOR APPROVAL AFTER THE DIRECTOR EXCUSES HERSELF FROM THE MEETING.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON GUIDESTAR'S WEBSITE. ADDITIONAL INFORMATION SUCH AS THEIR GOVERNING DOCUMENTS ARE AVAILABLE AT THE FOUNDATION'S OFFICE UPON REQUEST.
FORM 990, PART XI, LINE 9:DECREASE ON CHARITABLE GIFT ANNUITIES -3,023. DECREASE IN CSV OF LIFE INSURANCE -357. INCREASE IN CHARITABLE REMAINDER ANNUITY TRUST 41,985.
FORM 990, PART XII,LINE 2CTHE AUDIT AND FINANCE COMMITTEE OF THE FOUNDATION ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT.

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