JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JEWISH COMMUNITY FOUNDATION OF (EIN 16-1599356)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-11-14
IRS object ID
201623199349308032
Schema version
2015v2.1
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)
Return2016-11-14T14:43:12-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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 RDAddressLine1Txt
CityDEWITTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13214ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNEIL BRONSTEINPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone3154452040PhoneNum
Signature2016-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINA R ONDRAKO CPAPreparerPersonNm
PTINP01230318PTIN
Phone3154221391PhoneNum
Preparation2016-11-03PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNEIL BRONSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15655 THOMPSON RDAddressLine1Txt
CityDEWITTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13214ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,496,020GrossReceiptsAmt
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 Body27VotingMembersGoverningBodyCnt
Voting Members Independent27VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers27TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,277,806PYContributionsGrantsAmt
CY Contributions Grants$1,325,909CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$52,841PYInvestmentIncomeAmt
CY Investment Income-$231,767CYInvestmentIncomeAmt
PY Other Revenue$21,052PYOtherRevenueAmt
CY Other Revenue$16,951CYOtherRevenueAmt
PY Total Revenue$2,351,699PYTotalRevenueAmt
CY Total Revenue$1,111,093CYTotalRevenueAmt
PY Grants And Similar Paid$1,653,693PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$955,611CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$40,907PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$49,518CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$40,734PYOtherExpensesAmt
CY Other Expenses$60,111CYOtherExpensesAmt
PY Total Expenses$1,735,334PYTotalExpensesAmt
CY Total Expenses$1,065,240CYTotalExpensesAmt
PY Revenues Less Expenses$616,365PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$45,853CYRevenuesLessExpensesAmt
Total Assets BOY$10,708,684TotalAssetsBOYAmt
Total Assets EOY$10,548,634TotalAssetsEOYAmt
Total Liabilities BOY$2,882,488TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,850,070TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,826,196NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,698,564NetAssetsOrFundBalancesEOYAmt
MissionTO ENSURE THE CONTINUITY AND VITALITY OF THE JEWISH COMMUNITYMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,020,803ExpenseAmt
Grant$955,611GrantAmt
Revenue$16,951RevenueAmt
DescGRANTS AND ALLOCATIONS AND RELATED EXPENSES TO PROVIDE INFORMATION ABOUT THE JEWISH COMMUNITY PHILANTHROPYDesc
Total Program Service Expenses$1,020,803TotalProgramServiceExpensesAmt
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 EquipmentYes (1)ReportLandBuildingEquipmentInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1EmployeeCnt
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 Members27GoverningBodyVotingMembersCnt
Independent Voting Member27IndependentVotingMemberCnt
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 Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
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 Line1LINDA ALEXANDERBusinessNameLine1Txt
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
VICE CHAIR1.00Yes (X)$0$0$0
MARK FIELD
SECRETARY1.00Yes (X)$0$0$0
NANCY BELKOWITZ
TRUSTEE1.00Yes (X)$0$0$0
JEFFRY BERMAN
TRUSTEE1.00Yes (X)$0$0$0
ISTEPHEN 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 MIRON
TRUSTEE1.00Yes (X)$0$0$0
MARILYN L PINSKEY
TRUSTEE1.00Yes (X)$0$0$0
NORMAN POLTENSON
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
CHERYL SCHOTZ
TRUSTEE1.00Yes (X)$0$0$0
DEBRAH SHULMAN
TRUSTEE1.00Yes (X)$0$0$0
STEVEN L SISSKIND
TRUSTEE1.00Yes (X)$0$0$0
RUTH STEIN
TRUSTEE1.00Yes (X)$0$0$0
GERSHON VINCOW
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
SHELDON B KRUTH
TREASURER3.00$0$0$0Yes (X)
LINDA ALEXANDER
EXECUTIVE DIRECTOR35.00$33,880$0$15,726Yes (X)
LYNN H SMITH
CHAIRMAN7.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$33,880TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$15,726TotalOtherCompensationAmt
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$1,325,909AllOtherContributionsAmt
Noncash Contributions$428,763NoncashContributionsAmt
Total Contributions$1,325,909TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$127,362TotalRevenueColumnAmt
Exclusion$127,362ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,025,798SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,384,927SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$359,129SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$359,129TotalRevenueColumnAmt
Exclusion-$359,129ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$16,951TotalRevenueColumnAmt
Related Or Exempt Func Income$16,951RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$16,951OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,111,093TotalRevenueColumnAmt
Related Or Exempt Func Income$16,951RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$231,767ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$955,611TotalAmt
Program Services$955,611ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$46,926TotalAmt
Program Services$23,463ProgramServicesAmt
Management And General$23,463ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,592TotalAmt
Program Services$1,296ProgramServicesAmt
Management And General$1,296ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,690TotalAmt
Management And General$11,690ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,717TotalAmt
Program Services$5,717ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$10,293TotalAmt
Program Services$10,293ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,684TotalAmt
Management And General$3,684ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,789TotalAmt
Program Services$13,789ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$166TotalAmt
Management And General$166ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PRINTING$5,277$5,277
BOOKKEEPING$2,420$2,420
POSTAGE$2,039$1,631$408
TELEPHONE$1,741$1,306$435

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,295TotalAmt
Management And General$3,295ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,065,240TotalAmt
Program Services$1,020,803ProgramServicesAmt
Management And General$44,437ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$112,767BOYAmt
EOY$237,708EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,000,185BOYAmt
EOY$2,020,337EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$6,359BOYAmt
EOY$15,382EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$805BOYAmt
EOY$805EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,173LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,173LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,199,526BOYAmt
EOY$7,471,370EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,389,042BOYAmt
EOY$803,032EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,708,684BOYAmt
EOY$10,548,634EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,161BOYAmt
EOY$2,823EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,871,327BOYAmt
EOY$2,847,247EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,882,488BOYAmt
EOY$2,850,070EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$321,195BOYAmt
EOY$303,993EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,354,219BOYAmt
EOY$7,253,760EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$150,782BOYAmt
EOY$140,811EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,826,196BOYAmt
EOY$7,698,564EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,708,684BOYAmt
EOY$10,548,634EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$45,853ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$105,963NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$67,522OtherChangesInNetAssetsAmt
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$928,244CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,755,077CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,081,486CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,277,806CurrentTaxYearMinus1YearAmt
Current Tax Year$1,325,909CurrentTaxYearAmt
Total$8,368,522TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$928,244CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,755,077CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,081,486CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,277,806CurrentTaxYearMinus1YearAmt
Current Tax Year$1,325,909CurrentTaxYearAmt
Total$8,368,522TotalAmt

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$8,368,522PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,496CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,879CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$96,236CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$135,906CurrentTaxYearMinus1YearAmt
Current Tax Year$127,362CurrentTaxYearAmt
Total$535,879TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,496CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,879CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$96,236CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$135,906CurrentTaxYearMinus1YearAmt
Current Tax Year$127,362CurrentTaxYearAmt
Total$535,879TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,727CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,831CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,672CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,052CurrentTaxYearMinus1YearAmt
Current Tax Year$16,951CurrentTaxYearAmt
Total$65,233TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,023,467CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,853,787CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,187,394CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,434,764CurrentTaxYearMinus1YearAmt
Current Tax Year$1,470,222CurrentTaxYearAmt
Total$8,969,634TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.93300PublicSupportCY509Pct
Public Support PY5090.94150PublicSupportPY509Pct
Investment Income CY0.05970InvestmentIncomeCYPct
Investment Income PY0.05240InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held146DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$921,347DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$785,295DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$3,863,140DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,535,154BeginningYearBalanceAmt
Contributions$110,023ContributionsAmt
Investment Earnings Or Losses$91,051InvestmentEarningsOrLossesAmt
Grants Or Scholarships$123,797GrantsOrScholarshipsAmt
End Year Balance$1,612,431EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,437,321BeginningYearBalanceAmt
Contributions$112,241ContributionsAmt
Investment Earnings Or Losses$65,930InvestmentEarningsOrLossesAmt
Grants Or Scholarships$80,338GrantsOrScholarshipsAmt
End Year Balance$1,535,154EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.96400BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.03600PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,173OtherCostOrOtherBasisAmt
Depreciation$1,173DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHARITABLE GIFT ANNUITIES$77,998F
CSV LIFE INSURANCE$136,836F
CHARITABLE REMAINDER ANNUITY TRUST$588,198F
FieldValueIRS element (for citing)
Total Book Value Securities$803,032TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO AGENCY ENDOWMENTS$2,600,826
DUE TO UJC - GIFT ANNUITIES$7,681
CRAT PAYABLE$238,740
FieldValueIRS element (for citing)
Total Liability$2,847,247TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$937,608TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$105,963NetUnrealizedGainsInvstAmt
Other Revenue-$67,522OtherRevenueAmt
Revenue Not Reported-$173,485RevenueNotReportedAmt
Revenue Subtotal$1,111,093RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,111,093TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,065,240TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,065,240ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,065,240TotalExpensesPerForm990Amt

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 30,2016. IT IS THE FOUNDATION'S POLICY TO RECOGNIZE ANY INTEREST AND PENALTIES IN THE FUNCTIONAL EXPENSES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:INCREASE IN CSV LIFE INSURANCE 2,930. DECREASE IN CHARITABLE GIFT ANNUITY -42,894. DECREASE IN CHARITABLE REMAINDER ANNUITY TRUST -27,558.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CONGREGATION BETH SHOLOM CHEVRAS SHAS
PO BOX 271DEWITTNY13214166047859$29,947GENERAL SUPPORT
FOUNDATION AT MENORAH PARK
4101 E GENESEE STSYRACUSENY13214222360749$74,721GENERAL SUPPORT
JEWISH COMMUNITY CENTER
5655 THOMPSON ROADDEWITTNY13214150539101$69,090GENERAL SUPPORT
JEWISH COMMUNITY FNDN OF CNY
5655 THOMPSON ROADDEWITTNY13214161599356$13,026GENERAL SUPPORT
SYRACUSE HEBREW DAY SCHOOL
5655 THOMPSON ROADDEWITTNY13214156012139$45,277GENERAL SUPPORT
JEWISH FEDERATION OF CENTRAL NEW YORK INC
5655 THOMPSON ROADDEWITTNY13214150543614$194,570GENERAL SUPPORT
TEMPLE ADATH YESHURUN
450 KIMBER ROADSYRACUSENY13224150617396$51,618GENERAL SUPPORT
TEMPLE SOCIETY OF CONCORD
910 MADISON STREETSYRACUSENY13210150545840$53,050GENERAL SUPPORT
UPSTATE MEDICAL UFNDT
PO BOX 2129SYRACUSENY13220161068101$7,550GENERAL SUPPORT
EPSTEIN SCHOOL OF JEWISH STUDIES
PO BOX 161DEWITTNY13214161048413$7,809GENERAL SUPPORT
HILLEL AT SU
102 WALNUT PLACESYRACUSENY13214166065279$18,750GENERAL SUPPORT
ALLEN -STEVENSON SCHOOL
132 E78TH STNEW YORKNY10075131623878$8,000GENERAL SUPPORT
WILLIAM AND MARY COLLEGE
POBOX 1693WILLIAMSBURGVA23187540734117$20,000GENERAL SUPPORT
FOOD BANK CNY
7066 INTERSTATE ISLAND RDSYRACUSENY13209222816988$8,200GENERAL SUPPORT
JEWISH FAMILY SERVICES
4101 E GENESEE STSYRACUSENY13214150539102$14,370GENERAL SUPPORT
LONGHOUSE COUNCIL BSA
2803 BREWERTON ROADMATTYDALENY13219160966978$16,000GENERAL SUPPORT
UNITED WAY OF CNY
518 JAMES ST 200SYRACUSENY13203150532073$10,863GENERAL SUPPORT
NYU LANGONE MEDICAL CENTER
ONE PARK AVE 17TH FLNEW YORKNY10016135562308$50,000GENERAL SUPPORT
SOLVAY YOUTH CENTER
1010 WOODS ROADSOLVAYNY13209160876947$31,500GENERAL SUPPORT
SYRACUSE COMMUNITY HEBREW SCHOOL
450 KIMBER ROADDEWITTNY13214473976037$22,500GENERAL SUPPORT
SU ORANGE CLUB ATHLETIC FUND
810 NOTTINGHAM ROADSYRACUSENY13214150532081$14,000GENERAL SUPPORT
ST JOSEPH'S HOSPITAL
301 PROSPECT AVESYRACUSENY13203150532254$6,000GENERAL SUPPORT
INTERFAITH WORKS
1010 JAMES STSYRACUSENY13203161064233$7,100GENERAL 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
Contribution14ContributionCnt
Noncash Contributions Rpt F990$428,763NoncashContributionsRptF990Amt
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 (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE 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 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 -42,894. INCREASE IN CSV OF LIFE INSURANCE 2,930. DECREASE IN CHARITABLE REMAINDER ANNUITY TRUST -27,558.
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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