LOUIS S AND MOLLY B WOLK FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS S AND MOLLY B WOLK FOUNDATION (EIN 22-2405596)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201621339349102412
- 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
- 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 | 2016-05-12T14:27:21-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-10 | 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 | 2016-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,171,713 | 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 | $675,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $675,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $856,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,573,818 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $856,484 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,531,508 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,531,508 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $175,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $140,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,440 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,716 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,716 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,498 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $25,620 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,124 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,496 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,007 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $801 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,206 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,694 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,173 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,522 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $324,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,254 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $173,734 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,306,076 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,306,076 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,630,811 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,254 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,479,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$99,303 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,386,254 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $272,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $455,718 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $455,718 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $22,217,644 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,934,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,715,995 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,489,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,390,669 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,171,713 | 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 | -$3,305,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,404,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,489,972 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,390,669 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,489,972 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,390,669 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,489,972 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$99,303 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,390,669 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,390,669 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 6400 ISHARES TRUST CORE S&P | P | $1,353,633 | $736,385 | $617,248 | $617,248 |
| 825 ISHARES S&P 500 VALUE | P | $78,097 | $43,982 | $34,115 | $34,115 |
| 2850 ISHARES TRUST S&P MIDCAP | P | $411,607 | $162,367 | $249,240 | $249,240 |
| 1300 ISHARES S&P SMALL CAP | P | $150,139 | $96,135 | $54,004 | $54,004 |
| 1350 ISHARES S&P SMALL CAP 600 | P | $172,495 | $82,924 | $89,571 | $89,571 |
| 450 ISHARES MSCI EAFE ETF | P | $26,736 | $17,777 | $8,959 | $8,959 |
| 150 ISHARES TIPS BOND ETF | P | $16,471 | $15,927 | $544 | $544 |
| 425 ISHARES 1-3 YEAR CREDIT | P | $44,505 | $44,760 | -$255 | -$255 |
| 4425 ISHARES MBS ETF | P | $487,821 | $469,412 | $18,409 | $18,409 |
| 950 ISHARES FLOATING RATE | P | $47,837 | $48,211 | -$374 | -$374 |
| 1250 SPDR DOW JOANES REIT ETF | P | $114,921 | $43,427 | $71,494 | $71,494 |
| 900 SPDR S&P INTL SMALL CAP | P | $25,796 | $23,091 | $2,705 | $2,705 |
| 8375 UBS AG JERSEY BR E-TRACS | P | $222,933 | $355,112 | -$132,179 | -$132,179 |
| 4400 VANGUARD BD INDEX FD INC | P | $356,792 | $360,002 | -$3,210 | -$3,210 |
| 650 VANGUARD SHORT-TERM | P | $31,260 | $32,728 | -$1,468 | -$1,468 |
| POWERSHARES DB COMM K-1 | P | $14,661 | -$14,661 | -$14,661 | |
| POWERSHARES DB COMM K-1 | P | $8,658 | -$8,658 | -$8,658 | |
| POWERSHARE DB COMM K-1 - STADDLES | P | $97,065 | -$97,065 | -$97,065 | |
| POWERSHARE DB COMM K-1 - STADDLES | P | $64,710 | -$64,710 | -$64,710 | |
| CAPITAL GAINS DIVIDENDS | P | $32,775 | $32,775 | $32,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $856,484 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,507,412 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,048,770 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047035 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,440,869 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,129,283 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047823 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,360,946 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,079,580 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048467 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,358,473 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,763,276 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048931 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $962,865 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,421,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037876 | DistributionYr5Rt |
| Total Distribution | 0.230132 | TotalDistributionRt |
| Average Distribution | 0.046026 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,744,172 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,461,057 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,863 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,474,920 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,479,810 | 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 | $13,863 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,863 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $1,888 | 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 | 0 | 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-GRANT CHAIRMAN | 5.00 | $25,000 | $0 | $0 |
| HAROLD SAMLOFF | ||||||||
| 5 LINDEN COVE | PITTSFORD | NY | 14534 | CO-GRANT CHAIRMAN | 5.00 | $25,000 | $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 | $32,227,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,227,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,227,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $483,414 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,744,172 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,587,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,587,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,863 | TotalTaxAmt |
| Distributable Before Adj | $1,573,346 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,573,346 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,573,346 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,479,810 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,479,810 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,863 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,465,947 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,573,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $122,422 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,479,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $122,422 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,357,388 | 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 | $215,958 | 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 |
|---|---|---|---|---|---|---|---|
| BUREAU OF JEWISH EDUCATION | |||||||
| 2640 N FOREST ROAD | GETZVILLE | NY | 14068 | NONE | 501(C)(3) | YOUTH PROGRAM | $13,017 |
| BUREAU OF JEWISH EDUCATION | |||||||
| 2640 N FOREST ROAD | GETZVILLE | NY | 14068 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS (D) | $8,000 |
| CENTER FOR TEEN EMPOWERMENT | |||||||
| 392 GENESEE STREET | ROCHESTER | NY | 14611 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS (D) | $10,000 |
| CHABAD LUBAVITCH | |||||||
| 36 LATTIMORE ROAD | ROCHESTER | NY | 14620 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS (D) | $4,000 |
| CONGREGATION SHIR SHALOM | |||||||
| 4660 SHERIDAN DRIVE | WILLIAMSVILLE | NY | 14221 | NONE | 501(C)(3) | SCHOLAR IN RESIDENCE PROGRAM & VARIOUS SPECIFIC PROGRAMS | $8,500 |
| E3 ROCHESTER INC | |||||||
| 105 VANGUARD PKWY | ROCHESTER | NY | 14606 | NONE | 501(C)(3) | STUDY/RECRUITMENT & VARIOUS SPECIFIC PROGRAMS (D) | $27,750 |
| EAST HOUSE | |||||||
| 259 MONROE AVENUE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS (D) | $4,500 |
| FRIENDS OF THE GARDENAERIA | |||||||
| 81 BROWNS RACE | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | GREENTOPIA | $15,000 |
| GEVA THEATRE | |||||||
| 75 WOODBURY BLVD | ROCHESTER | NY | 14609 | NONE | 501(C)(3) | EVENTS LOUNGE | $25,000 |
| JEWISH COMMUNITY CENTER OF GREATER BUFFALO | |||||||
| 2640 N FOREST ROAD | GETZVILLE | NY | 14068 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $9,500 |
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $595,000 |
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | SUMMERSTAGE | $25,000 |
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $7,600 |
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | CAMP SENECA LAKE | $5,000 |
| JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER | |||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | ANNUAL CAMPAIGN | $23,059 |
| JEWISH FAMILY SERVICES OF ROCHESTER | |||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $6,900 |
| JEWISH HOME FOUNDATION | |||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | MEMORY CARE UNIT | $50,000 |
| JEWISH SENIOR LIFE | |||||||
| 2021 S WINTON ROAD | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS (D) | $7,000 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1000 E HENRIETTA ROAD | ROCHESTER | NY | 14623 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $7,250 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1000 E HENRIETTA ROAD | ROCHESTER | NY | 14623 | NONE | 501(C)(3) | SURGICAL LAB | $100,000 |
| NUMEROUS SMALL GRANTS | |||||||
| 1600 EAST AVE | ROCHESTER | NY | 14610 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $50,250 |
| ROCHESTER ACADEMY OF SCIENCE | |||||||
| PO BOX 92642 | ROCHESTER | NY | 14692 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $5,000 |
| ROCHESTER FRINGE FESTIVAL | |||||||
| PO BOX 10508 | ROCHESTER | NY | 14610 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $5,000 |
| ROCHESTER REGIONAL COMMUNITY DESIGN CTR | |||||||
| 1115 MAIN ST EAST | ROCHESTER | NY | 14609 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $32,000 |
| TEMPLE B'RITH KODESH | |||||||
| 2131 ELMWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | JEWISH EDUCATION | $100,000 |
| TEMPLE B'RITH KODESH | |||||||
| 2131 ELMWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $18,250 |
| THE CHILDRENS AGENDA | |||||||
| 1 S WASHINGTON ST | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS (D) | $5,000 |
| UNITED WAY | |||||||
| 75 COLLEGE AVE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | ANNUAL CAMPAIGN | $6,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 60 CRITTENDEN BLVD | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS (D) | $7,500 |
| UNIVERSITY OF ROCHESTER | |||||||
| 60 CRITTENDEN BLVD | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | WOLK PROFESSORSHIP | $100,000 |
| WXXI | |||||||
| 280 STATE ST | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | ARTS IN FOCUS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,306,076 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION SHIR SHALOM | |||||||
| 4660 SHERIDAN DRIVE | WILLIAMSVILLE | NY | 14221 | NONE | 501(C)(3) | SCHOLAR IN RESIDENCE PROGRAM | $14,000 |
| E3 ROCHESTER INC | |||||||
| 105 VANGUARD PKWY | ROCHESTER | NY | 14606 | NONE | 501(C)(3) | STUDY/RECRUITMENT | $25,000 |
| GEVA THEATRE | |||||||
| 75 WOODBURY BLVD | ROCHESTER | NY | 14609 | NONE | 501(C)(3) | EVENTS LOUNGE | $50,000 |
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $2,190,000 |
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | SUMMERSTAGE | $25,000 |
| JEWISH SENIOR LIFE | |||||||
| 2021 S WINTON ROAD | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | GREEN HOUSE | $1,500,000 |
| MEMORIAL ART GALLERY | |||||||
| 500 UNIVERSITY AVENUE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | STORY WALK | $175,000 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1000 E HENRIETTA ROAD | ROCHESTER | NY | 14623 | NONE | 501(C)(3) | SCHOLARSHIPS | $75,000 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1000 E HENRIETTA ROAD | ROCHESTER | NY | 14623 | NONE | 501(C)(3) | SURGICAL LAB | $400,000 |
| NAZARETH COLLEGE | |||||||
| 4245 EAST AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | MOTION LAB | $150,000 |
| TEMPLE B'RITH KODESH | |||||||
| 2131 ELMWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | JEWISH EDUCATION | $100,000 |
| UNITY HEALTH FOUNDATION | |||||||
| 89 GENESEE STREET | ROCHESTER | NY | 14611 | NONE | 501(C)(3) | ATRIUM | $600,000 |
| UNIVERSITY OF ROCHESTER EASTMAN THEATRE | |||||||
| 26 GIBBS ST | ROCHESTER | NY | 14604 | NONE | 501(C)(3) | ATRIUM RENOVATION | $750,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 60 CRITTENDEN BLVD | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | WOLK PROFESSORSHIP | $600,000 |
| WXXI | |||||||
| 280 STATE ST | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | PROGRAMMING | $50,000 |
| WXXI | |||||||
| 280 STATE ST | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | ARTS IN FOCUS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,754,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $675,024 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $856,484 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,531,508 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,531,508 | 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 | $7,200 | Amt |
| Net Investment Income | $1,440 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,760 | 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 | $21,934,951 | BookValueAmt |
| EOYFMV | $29,715,995 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $679 | $136 | $543 |
| INSURANCE | $2,355 | $471 | $1,884 |
| OFFICE SUPPLIES | $1,368 | $274 | $1,095 |
| BOND ACCRETION/INVESTMENT INTEREST | $6,292 | $6,292 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $95,716 | Amt |
| Net Investment Income | $95,716 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $5,748 | $0 | $0 |
| NEW YORK STATE FILING FEE | $750 | $0 | $750 |
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