JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JEWISH COMMUNITY FOUNDATION OF (EIN 16-1599356)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-12
IRS object ID
201503169349300235
Schema version
2014v5.0
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)
Return2015-11-12T09:20:47-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

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)
PersonLYNN HSMITHPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone3154452040PhoneNum
Signature2015-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERESA J CAYEA CPAPreparerPersonNm
PTINP00568183PTIN
Phone3154221391PhoneNum
Preparation2015-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLYNN HSMITHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15655 THOMPSON RDAddressLine1Txt
CityDEWITTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13214ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,614,875GrossReceiptsAmt
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 Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,081,486PYContributionsGrantsAmt
CY Contributions Grants$2,277,806CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$188,955PYInvestmentIncomeAmt
CY Investment Income$52,841CYInvestmentIncomeAmt
PY Other Revenue$9,672PYOtherRevenueAmt
CY Other Revenue$21,052CYOtherRevenueAmt
PY Total Revenue$2,280,113PYTotalRevenueAmt
CY Total Revenue$2,351,699CYTotalRevenueAmt
PY Grants And Similar Paid$1,107,737PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,653,693CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$41,825PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$40,907CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$37,793PYOtherExpensesAmt
CY Other Expenses$40,734CYOtherExpensesAmt
PY Total Expenses$1,187,355PYTotalExpensesAmt
CY Total Expenses$1,735,334CYTotalExpensesAmt
PY Revenues Less Expenses$1,092,758PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$616,365CYRevenuesLessExpensesAmt
Total Assets BOY$9,157,365TotalAssetsBOYAmt
Total Assets EOY$10,708,684TotalAssetsEOYAmt
Total Liabilities BOY$2,366,541TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,882,488TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,790,824NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,826,196NetAssetsOrFundBalancesEOYAmt
MissionTO ENSURE THE CONTINUITY AND VITALITY OF THE JEWISH COMMUNITYMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,700,511ExpenseAmt
Grant$1,653,693GrantAmt
Revenue$21,052RevenueAmt
DescGRANTS AND ALLOCATIONS AND RELATED EXPENSES TO PROVIDE INFORMATION ABOUT THE JEWISH COMMUNITY PHILANTHROPYDesc
Total Program Service Expenses$1,700,511TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP 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 Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
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 (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
NEIL GOLDBERG
TRUSTEE1.00Yes (X)$0$0$0
GERSHON VINCOW
TRUSTEE1.00Yes (X)$0$0$0
CHERYL SCHOTZ
TRUSTEE1.00Yes (X)$0$0$0
ALEXANDER HOLSTEIN
TRUSTEE1.00Yes (X)$0$0$0
STEVEN L SISSKIND
TRUSTEE1.00Yes (X)$0$0$0
EDGAR GALSON
TRUSTEE1.00Yes (X)$0$0$0
MARILYN L PINSKY
TRUSTEE1.00Yes (X)$0$0$0
VICTOR J HERSHDORFER
TRUSTEE1.00Yes (X)$0$0$0
ISTEPHEN DAVIS
TRUSTEE1.00Yes (X)$0$0$0
NORMAN POLTENSON
TRUSTEE1.00Yes (X)$0$0$0
PHILLIP D RUBENSTEIN
TRUSTEE1.00Yes (X)$0$0$0
MARK FIELD
TRUSTEE1.00Yes (X)$0$0$0
LIONEL GILELS
TRUSTEE1.00Yes (X)$0$0$0
STEVEN MIRON
TRUSTEE1.00Yes (X)$0$0$0
HOWARD PORT
TRUSTEE1.00Yes (X)$0$0$0
STEVEN WELLS
TRUSTEE1.00Yes (X)$0$0$0
WARREN D WOLFSON
TRUSTEE1.00Yes (X)$0$0$0
NANCY BELKOWITZ
TRUSTEE1.00Yes (X)$0$0$0
NEIL BRONSTEIN
TRUSTEE1.00Yes (X)$0$0$0
BENJAMIN LEVINE
TRUSTEE1.00Yes (X)$0$0$0
ELAINE RUBENSTEIN
TRUSTEE1.00Yes (X)$0$0$0
DEBRAH SHULMAN
TRUSTEE1.00Yes (X)$0$0$0
RUTH STEIN
TRUSTEE1.00Yes (X)$0$0$0
LYNN H SMITH
CHAIRMAN7.00$0$0$0Yes (X)
LINDA ALEXANDER
EXECUTIVE DIREC35.00$33,880$0$1,427Yes (X)
SHELDON B KRUTH
SEC/TREAS3.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$33,880TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,427TotalOtherCompensationAmt
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$2,277,806AllOtherContributionsAmt
Noncash Contributions$1,289,549NoncashContributionsAmt
Total Contributions$2,277,806TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$135,906TotalRevenueColumnAmt
Exclusion$135,906ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,180,111SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,263,176SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$83,065SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$83,065TotalRevenueColumnAmt
Exclusion-$83,065ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$21,052TotalRevenueColumnAmt
Related Or Exempt Func Income$21,052RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$21,052OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,351,699TotalRevenueColumnAmt
Related Or Exempt Func Income$21,052RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$52,841ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,653,693TotalAmt
Program Services$1,653,693ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$38,315TotalAmt
Program Services$19,158ProgramServicesAmt
Management And General$19,157ManagementAndGeneralAmt

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$9,325TotalAmt
Management And General$9,325ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,375TotalAmt
Program Services$5,375ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,992TotalAmt
Management And General$2,992ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,209TotalAmt
Program Services$10,209ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$177TotalAmt
Management And General$177ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PRINTING$6,205$6,205
POSTAGE$1,987$1,590$397
BOOKKEEPING$1,809$1,809
TELEPHONE$1,568$1,176$392

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,087TotalAmt
Management And General$1,087ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,735,334TotalAmt
Program Services$1,700,511ProgramServicesAmt
Management And General$34,823ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$231,571BOYAmt
EOY$112,767EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,117,476BOYAmt
EOY$1,000,185EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$10,464BOYAmt
EOY$6,359EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$805BOYAmt
EOY$805EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,513,514BOYAmt
EOY$8,199,526EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,283,535BOYAmt
EOY$1,389,042EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,157,365BOYAmt
EOY$10,708,684EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,473BOYAmt
EOY$11,161EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,348,068BOYAmt
EOY$2,871,327EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,366,541BOYAmt
EOY$2,882,488EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$273,313BOYAmt
EOY$321,195EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,369,167BOYAmt
EOY$7,354,219EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$148,344BOYAmt
EOY$150,782EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,790,824BOYAmt
EOY$7,826,196EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,157,365BOYAmt
EOY$10,708,684EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$616,365ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$378,591NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$40,416OtherChangesInNetAssetsAmt
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$1,001,334CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$928,244CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,755,077CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,081,486CurrentTaxYearMinus1YearAmt
Current Tax Year$2,277,806CurrentTaxYearAmt
Total$8,043,947TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,001,334CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$928,244CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,755,077CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,081,486CurrentTaxYearMinus1YearAmt
Current Tax Year$2,277,806CurrentTaxYearAmt
Total$8,043,947TotalAmt

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$8,043,947PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,210CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,496CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,879CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$96,236CurrentTaxYearMinus1YearAmt
Current Tax Year$135,906CurrentTaxYearAmt
Total$447,727TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,210CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,496CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,879CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$96,236CurrentTaxYearMinus1YearAmt
Current Tax Year$135,906CurrentTaxYearAmt
Total$447,727TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,160CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,727CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,831CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,672CurrentTaxYearMinus1YearAmt
Current Tax Year$21,052CurrentTaxYearAmt
Total$52,442TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,044,704CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,023,467CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,853,787CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,187,394CurrentTaxYearMinus1YearAmt
Current Tax Year$2,434,764CurrentTaxYearAmt
Total$8,544,116TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.94150PublicSupportCY509Pct
Public Support PY5090.94120PublicSupportPY509Pct
Investment Income CY0.05240InvestmentIncomeCYPct
Investment Income PY0.05320InvestmentIncomePYPct
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 Held132DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,676,692DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,460,519DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$3,955,483DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,019,104BeginningYearBalanceAmt
Contributions$213,287ContributionsAmt
Investment Earnings Or Losses$252,621InvestmentEarningsOrLossesAmt
Grants Or Scholarships$47,691GrantsOrScholarshipsAmt
End Year Balance$1,437,321EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.95960BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.04040PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHARITABLE GIFT ANNUITIES$135,638F
CSV LIFE INSURANCE$129,205F
5,000 SHARES APPLE INC$501,700F
CHARITABLE REMAINDER ANNUITY TRUST$622,499F
FieldValueIRS element (for citing)
Total Book Value Securities$1,389,042TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO AGENCY ENDOWMENTS$2,608,034
DUE TO UJC - GIFT ANNUITIES$13,881
CRAT PAYABLE$249,412
FieldValueIRS element (for citing)
Total Liability$2,871,327TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,770,706TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$378,591NetUnrealizedGainsInvstAmt
Other Revenue$40,416OtherRevenueAmt
Revenue Not Reported$419,007RevenueNotReportedAmt
Revenue Subtotal$2,351,699RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,351,699TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,735,334TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,735,334ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,735,334TotalExpensesPerForm990Amt

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 30,2015. IT IS THE FOUNDATION'S POLICY TO RECOGNIZE ANY INTEREST AND PENALTIES IN THE FUNCTIONAL EXPENSES. AS OF JUNE 30,2015, THE TAX YEARS ENDING JUNE 30,2012, AND LATER REMAIN SUBJECT TO EXAMINATION BY MAJOR TAXING AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:INCREASE IN CSV LIFE INSURANCE 4,851. DECREASE IN CHARITABLE GIFT ANNUITY -10,205. INCREASE IN CHARITABLE REMAINDER ANNUITY TRUST 45,770.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (27 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CONGREGATION BETH SHOLOM CHEVRAS SHAS
PO BOX 271DEWITTNY13214166047859$52,430GENERAL SUPPORT
FOUNDATION AT MENORAH PARK
4101 E GENESEE STSYRACUSENY13214222360749$100,677GENERAL SUPPORT
JEWISH COMMUNITY CENTER
5655 THOMPSON ROADDEWITTNY13214150539101$105,749GENERAL SUPPORT
JEWISH COMMUNITY FNDN OF CNY
5655 THOMPSON ROADDEWITTNY13214161599356$39,774GENERAL SUPPORT
SYRACUSE HEBREW DAY SCHOOL
5655 THOMPSON ROADDEWITTNY13214156012139$57,713GENERAL SUPPORT
JEWISH FEDERATION OF CENTRAL NEW YORK INC
5655 THOMPSON ROADDEWITTNY13214150543614$204,466GENERAL SUPPORT
TEMPLE ADATH YESHURAN
450 KIMBER ROADSYRACUSENY13224150617396$39,415GENERAL SUPPORT
TEMPLE SOCIETY OF CONCORD
910 MADISON STREETSYRACUSENY13210150545840$58,407GENERAL SUPPORT
UPSTATE MEDICAL UFNDT
PO BOX 2129SYRACUSENY13220161068101$262,100GENERAL SUPPORT
CHABAD LUBAVITCH
825 OSTROM AVENUESYRACUSENY13210133202093$7,100GENERAL SUPPORT
EPSTEIN SCHOOL OF JEWISH STUDIES
PO BOX 161DEWITTNY13214161048413$10,005GENERAL SUPPORT
HILLEL AT SU
102 WALNUT PLACESYRACUSENY13214166065279$15,150GENERAL SUPPORT
SYRACUSE JEWISH CEMETERIES
7289 SNOWBALL RUNEAST SYRACUSENY13057160971313$20,702GENERAL SUPPORT
ALLEN -STEVENSON SCHOOL
132 E78TH STNEW YORKNY10075131623878$8,000GENERAL SUPPORT
WILLIAM AND MARY COLLEGE
POBOX 1693WILLIAMSBURGVA23187540734117$20,000GENERAL SUPPORT
CENTRAL SYNAGOGUE
652 LEXINGTON AVENEW YORKNY10022131628161$5,400GENERAL SUPPORT
WCNY
PO BOX 2400SYRACUSENY13220450640767$6,570GENERAL SUPPORT
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215042263040$12,500GENERAL SUPPORT
FOOD BANK CNY
7066 INTERSTATE ISLAND RDSYRACUSENY13209222816988$5,057GENERAL SUPPORT
FRANCIS HOUSE
108 MICHAELS AVESYRACUSENY13208161585910$5,400GENERAL SUPPORT
HOSPITAL FOR JOINT DISEASES
301 E 17TH STNEW YORKNY10003133971298$50,000GENERAL SUPPORT
JEWISH FAMILY SERVICES
4101 E GENESEE STSYRACUSENY13214150539102$6,450GENERAL SUPPORT
LONGHOUSE COUNCIL BSA
2803 BREWERTON ROADMATTYDALENY13219160966978$266,975GENERAL SUPPORT
SAR ACADEMY
655 W 254TH STBRONXNY10471132646185$13,000GENERAL SUPPORT
SHAAREI TORAH
4314 E GENESSEE STSYRACUSENY13214900508861$23,717GENERAL SUPPORT
SYRACUSE UNIVERSITY
900 SOUTH CROUSE AVESYRACUSENY13244150532081$7,100GENERAL SUPPORT
UNITED WAY OF CNY
518 JAMES ST 200SYRACUSENY13203150532073$8,700GENERAL 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
Contribution60ContributionCnt
Noncash Contributions Rpt F990$1,289,549NoncashContributionsRptF990Amt
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 IN CHARITABLE GIFT ANNUITY -10,205. INCREASE IN CSV OF LIFE INSURANCE 4,851. INCREASE IN CHARITABLE REMAINDER ANNUITY TRUST 45,770.
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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