LOUIS S AND MOLLY B WOLK FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS S AND MOLLY B WOLK FOUNDATION (EIN 22-2405596)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349100006
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T07:00:16-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161614009 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIRABELLA & SMITH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 ALLENS CREEK RD | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222405596 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS S & MOLLY B WOLK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 5854426900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EAST AVENUE NO 701 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14610 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVIN WOLK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5854426900 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL C SMITH | PreparerPersonNm |
| PTIN | P00093683 | PTIN |
| Phone | 5852256470 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,339,830 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $703,904 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $703,904 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,149,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,939,924 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,149,703 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,853,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,853,607 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $162,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $130,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,535 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,707 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,828 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,572 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,572 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,223 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $26,175 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,235 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,940 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,060 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $411 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,649 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,596 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,173 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,423 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $329,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $163,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,479,683 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,479,683 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,809,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,643,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,263 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,712,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $581,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $527,421 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $527,421 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $21,818,603 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,916,883 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,812,409 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,400,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,444,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,339,830 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $25,795,449 | CapitalStockBOYAmt |
| Capital Stock EOY | $25,795,449 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$3,395,408 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,351,145 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,400,041 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,444,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,400,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,444,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,400,041 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,263 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,444,304 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,444,304 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 1250 ISHARES CORE S&P SMALL CAP | P | $87,694 | $23,734 | $63,960 | $63,960 |
| 1425 ISHARES CORE S&P MIDCAP | P | $247,857 | $71,721 | $176,136 | $176,136 |
| 1075 ISHARES CORE S&P 500 ETF | P | $258,194 | $123,690 | $134,504 | $134,504 |
| 325 ISHARES S&P SMALLCAP VALUE | P | $46,049 | $17,376 | $28,673 | $28,673 |
| 300 ISHARES S&P SMALLCAP GROWTH | P | $46,269 | $15,677 | $30,592 | $30,592 |
| 225 ISHARES S&P 500 VALUE | P | $24,057 | $11,995 | $12,062 | $12,062 |
| 450 VANGUARD FTSE EMERGING MKTS | P | $17,380 | $17,177 | $203 | $203 |
| 1150 ISHARES 1-3 YEAR CREDIT BOND | P | $121,013 | $121,347 | -$334 | -$334 |
| 10075 FIRST TRUST SENIOR LN | P | $488,013 | $499,086 | -$11,073 | -$11,073 |
| 8375 ISHARES 1-3 YEAR CREDIT BOND | P | $881,294 | $882,640 | -$1,346 | -$1,346 |
| 25000 STATE OF ISRAEL 7TH | P | $25,000 | $25,000 | $0 | $0 |
| 75 SPDR DOW JONES INTL RE | P | $29,333 | $27,234 | $2,099 | $2,099 |
| 8000 SPDR DOW JONES INTL RE | P | $312,887 | $366,230 | -$53,343 | -$53,343 |
| 6750 DOW JONES REIT ETF | P | $635,519 | $338,707 | $296,812 | $296,812 |
| 300 ISHARES CORE S&P MIDCAP ETF | P | $54,189 | $50,437 | $3,752 | $3,752 |
| 400 ISHARES CORE S&P 500 ETF | P | $102,517 | $94,040 | $8,477 | $8,477 |
| 725 ISHARES CORE S&P 500 ETF | P | $185,813 | $140,501 | $45,312 | $45,312 |
| 1400 ISHARES MSCI EAFE ETF | P | $96,390 | $104,370 | -$7,980 | -$7,980 |
| 350 ISHARES S&P SMALL-CAP VALUE | P | $51,693 | $18,712 | $32,981 | $32,981 |
| 300 ISHARES S&P SMALLCAP GROWTH | P | $49,197 | $15,677 | $33,520 | $33,520 |
| 41175 POWERSHARES DB COMMODITY | P | $644,648 | $645,145 | -$497 | -$497 |
| 675 SPDR S&P EMERGING MKTS | P | $33,991 | $31,621 | $2,370 | $2,370 |
| 1075 SPDR S&P INTL SMALL CAP ETF | P | $37,568 | $31,238 | $6,330 | $6,330 |
| 1125 VANGUARD FTSE EMERGING MKTS | P | $49,704 | $51,813 | -$2,109 | -$2,109 |
| 1500 ISHARES CORE S&P SMALL CAP | P | $114,266 | $100,774 | $13,492 | $13,492 |
| 100 ISHARES CORE S&P MIDCAP | P | $18,871 | $16,812 | $2,059 | $2,059 |
| 700 ISHARES FLOATING RATE BOND ETF | P | $35,577 | $35,699 | -$122 | -$122 |
| 250 ISHARES S&P 500 VALUE | P | $28,498 | $27,332 | $1,166 | $1,166 |
| 1100 POWERSHARES DB OPTI YLD | P | $18,958 | $18,956 | $2 | $2 |
| 675 SCHWAB US REIT ETF | P | $28,349 | $28,215 | $134 | $134 |
| 225 VANGUARD GLB EX-US RE | P | $13,614 | $13,156 | $458 | $458 |
| 425 FIRST TRUST SENIOR LN | P | $20,458 | $21,053 | -$595 | -$595 |
| 1625 ISHARES CORE S&P SMALL CAP | P | $123,789 | $79,875 | $43,914 | $43,914 |
| 1150 ISHARES CORE S&P MIDCAP | P | $217,019 | $142,340 | $74,679 | $74,679 |
| 2050 ISHARES CORE S&P 500 | P | $551,237 | $354,815 | $196,422 | $196,422 |
| 600 ISHARES MSCI EAFE ETF | P | $41,979 | $43,011 | -$1,032 | -$1,032 |
| 275 ISHARES S&P 500 VALUE | P | $31,348 | $20,419 | $10,929 | $10,929 |
| 125 SPDR S&P EMERGING MKTS | P | $6,245 | $5,856 | $389 | $389 |
| 700 SPDR S&P INTL SMALL CAP | P | $25,169 | $20,341 | $4,828 | $4,828 |
| 275 VANGUARD FTSE EMERGING MKTS | P | $12,062 | $12,342 | -$280 | -$280 |
| 1325 VANGUARD TOTAL BOND MKT | P | $107,867 | $112,574 | -$4,707 | -$4,707 |
| POWERSHARES DB COMM K-1 | P | $10,342 | $10,342 | $10,342 | |
| POWERSHARES DB COMM K-1 - STRADDLE | P | $4,593 | -$4,593 | -$4,593 | |
| POWERSHARES DB COMM K-1 - STRADDLE | P | $6,890 | -$6,890 | -$6,890 | |
| CAPITAL GAINS DIVIDENDS | P | $8,007 | $8,007 | $8,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,149,703 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,570,903 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,810,285 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050986 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,465,947 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,744,172 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046180 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,507,412 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,048,770 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047035 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,440,869 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,129,283 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047823 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,360,946 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,079,580 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048467 | DistributionYr5Rt |
| Total Distribution | 0.240491 | TotalDistributionRt |
| Average Distribution | 0.048098 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,027,701 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,588,566 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,120 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,605,686 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,643,523 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $17,120 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,120 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,120 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34 | EsPenaltyAmt |
| Tax Due | $1,154 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TREASURER | IndividualWithBooksNm |
| Phone | 5854426900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EAST AVE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M WOLK | ||||||||
| 78 GLEN ACRE | PITTSFORD | NY | 14534 | CHAIRMAN | 5.00 | $25,000 | $0 | $0 |
| MARVIN L WOLK | ||||||||
| 35 SOUTHWOOD LANE | ROCHESTER | NY | 14618 | TREASURER | 10.00 | $50,000 | $0 | $0 |
| ALVIN L URELES MD | ||||||||
| 1202 SUMMIT CIRCLE DR | ROCHESTER | NY | 14618 | VICE CHAIRMAN | 5.00 | $25,000 | $0 | $0 |
| MICHAEL B BERGER | ||||||||
| 4 ROYAL WOODS COURT | BUFFALO | NY | 14421 | CO-CHAIR - GRANTS | 5.00 | $25,000 | $0 | $0 |
| HAROLD SAMLOFF | ||||||||
| 5 LINDEN COVE | PITTSFORD | NY | 14534 | CO-CHAIR - GRANTS | 5.00 | $12,500 | $0 | $0 |
| JEREMY WOLK | ||||||||
| 2 SOUTHERN PARKWAY | ROCHESTER | NY | 14618 | SECRETARY | 5.00 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,530,661 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,530,661 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,530,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $502,960 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,027,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,651,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,651,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,120 | TotalTaxAmt |
| Distributable Before Adj | $1,634,265 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,634,265 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,634,265 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,643,523 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,643,523 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,120 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,626,403 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,634,265 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $155,485 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,643,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $155,485 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,488,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $146,227 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT COMMITTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EAST AVENUE SUITE 701 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5854426900 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION AS PROVIDED BY THE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY 501(C)3 ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NUMEROUS SMALL GRANTS | |||||||
| 1600 EAST AVE | ROCHESTER | NY | 14610 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $68,650 |
| ROCHESTER ACADEMY OF SCIENCE | |||||||
| PO BOX 92642 | ROCHESTER | NY | 14692 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $6,000 |
| BUREAU OF JEWISH EDUCATION | |||||||
| 2640 N FOREST ROAD | GETZVILLE | NY | 14068 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $10,000 |
| THE CHILDRENS AGENDA | |||||||
| 1 S WASHINGTON STREET | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $5,000 |
| CONGREGATION SHIR SHALOM | |||||||
| 4660 SHERIDAN DRIVE | WILLIAMSVILLE | NY | 14221 | NONE | 501(C)(3) | SCHOLAR IN RESIDENCE PROGRAM | $7,000 |
| DAYSTAR KIDS | |||||||
| 700 LAC DE VILLE | ROCHESTER | NY | 14616 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $12,000 |
| EAST HOUSE | |||||||
| 259 MONROE AVENUE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $4,500 |
| ROCHESTER FRINGE FESTIVAL | |||||||
| PO BOX 10508 | ROCHESTER | NY | 14610 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $5,000 |
| GEVA THEATRE | |||||||
| 75 WOODBURY BLVD | ROCHESTER | NY | 14609 | NONE | 501(C)(3) | EVENTS LOUNGE | $25,000 |
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $470,000 |
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | TEEN LEADERSHIP | $20,000 |
| JEWISH COMMUNITY OF GREATER BUFFALO | |||||||
| 2640 N FOREST ROAD | GETZVILLE | NY | 14068 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $5,000 |
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $7,000 |
| JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER | |||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | STOP THE BLEED | $65,000 |
| JEWISH DISCOVERY CENTER | |||||||
| 212 EXETER ROAD | WILLIAMSVILLE | NY | 14221 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $4,700 |
| JEWISH FAMILY SERVICES OF ROCHESTER | |||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $5,333 |
| JEWISH SENIOR LIFE | |||||||
| 2021 S WINTON ROAD | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $10,000 |
| JEWISH SENIOR LIFE | |||||||
| 2021 S WINTON ROAD | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | GREEN HOUSE | $100,000 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1000 E HENRIETTA ROAD | ROCHESTER | NY | 14623 | NONE | 501(C)(3) | SURGICAL LAB | $100,000 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1000 E HENRIETTA ROAD | ROCHESTER | NY | 14623 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $13,500 |
| MEMORIAL ART GALLERY | |||||||
| 500 UNIVERSITY AVENUE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | STORY WALK | $25,000 |
| NAZARETH COLLEGE | |||||||
| 4245 EAST AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | GLAZER ARTS CENTER | $25,000 |
| NAZARETH COLLEGE | |||||||
| 4245 EAST AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | MOTION LAB | $50,000 |
| ROCHESTER AREA COMMUNITY FOUNDATION | |||||||
| 500 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $6,000 |
| TEMPLE B'RITH KODESH | |||||||
| 2131 ELMWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $24,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 60 CRITTENDEN BLVD | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | WOLD PROFESSORSHIP | $100,000 |
| UNITED WAY | |||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | ANNUAL CAMPAIGN | $6,000 |
| UNITY HEALTH FOUNDATION | |||||||
| 89 GENESEE STREET | ROCHESTER | NY | 14611 | NONE | 501(C)(3) | ATRIUM RENOVATION | $100,000 |
| UNIVERSITY OF ROCHESTSER | |||||||
| 60 CRITTENDEN BLVD | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | ATRIUM RENOVATION | $150,000 |
| WXXI | |||||||
| 280 STATE STREET | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | ARTS IN FOCUS | $25,000 |
| WXXI | |||||||
| 280 STATE STREET | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | SECOND OPINION - OPIOID | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,479,683 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $1,525,000 |
| JEWISH SENIOR LIFE | |||||||
| 2021 S WINTON ROAD | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | GREEN HOUSE | $1,400,000 |
| MEMORIAL ART GALLERY | |||||||
| 500 UNIVERSITY AVENUE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | STORY WALK | $125,000 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1000 E HENRIETTA ROAD | ROCHESTER | NY | 14623 | NONE | 501(C)(3) | SURGICAL LAB | $200,000 |
| NAZARETH COLLEGE | |||||||
| 4245 EAST AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | MOTION LAB | $50,000 |
| NAZARETH COLLEGE | |||||||
| 4245 EAST AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | GLAZER ARTS CENTER | $25,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 60 CRITTENDEN BLVD | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | WOLK PROFESSORSHIP | $400,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 60 CRITTENDEN BLVD | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | ATRIUM RENOVATION | $450,000 |
| UNITY HEALTH FOUNDATION | |||||||
| 89 GENESEE STREET | ROCHESTER | NY | 14611 | NONE | 501(C)(3) | ATRIUM RENOVATION | $400,000 |
| WXXI | |||||||
| 280 STATE STREET | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | SECOND OPINION - OPIOID | $41,667 |
| HILLEL SCHOOL | |||||||
| 191 FAIRFIELD DRIVE | ROCHESTER | NY | 14620 | NONE | 501(C)(3) | STEM LAB | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,716,667 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $703,904 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,149,703 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,853,607 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,853,607 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,535 | Amt |
| Net Investment Income | $1,707 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,828 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCK & BOND PORTFOLIOS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $21,916,883 | BookValueAmt |
| EOYFMV | $33,812,409 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $781 | $156 | $625 |
| INSURANCE | $2,358 | $472 | $1,886 |
| OFFICE SUPPLIES | $1,453 | $291 | $1,162 |
| BOND ACCRETION/INVESTMENT INTEREST | $4,254 | $4,254 | $0 |
| NEW YORK STATE FILING FEE | $750 | $0 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $96,572 | Amt |
| Net Investment Income | $96,572 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $24,223 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments