2014-08-12T16:24:31-05:00 2013-12-31 454051133 FREED MAXICK CPAS PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990 2013-01-01 166023261 THE FOUNDATION FOR JEWISH PHILANTHROPIES FOUN 7162041133 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 PETER FLEISCHMANN DIRECTOR AND CEO 7162041133 2014-08-12 1 MARY MADONIA P00405803 7168472651 2013 2015-11-30 17:44:51Z PETER FLEISCHMANN 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 17262091 0 X JEWISHPHILANTHROPIES.ORG X 1911 NY THE ORGANIZATION IS A NOT-FOR-PROFIT, PUBLIC CHARITY ESTABLISHED IN 1911 TO PROVIDE FOR THE QUALITY AND CONTINUITY OF JEWISH LIFE IN WESTERN NEW YORK AND AROUND THE WORLD THROUGH PRIVATE PHILANTHROPY. THE FOUNDATION SEEKS, ACCEPTS, MANAGES, AND DISTRIBUTES CHARITABLE LEGACIES, BEQUESTS, TRUSTS, ENDOWMENTS, AND OTHER PHILANTHROPICAL FUNDS FOR THE BENEFIT OF THE COMMUNITY.JEWISH VALUES: THE FOUNDATION'S PROGRAMS AND ACTIVITIES ARE INSPIRED BY THE VALUES OF OUR JEWISH HERITAGE TO PROVIDE FOR THE WELFARE OF FUTURE GENERATIONS THROUGH: TZEDAKAH (PRACTICING CHARITY AND JUSTICE); TIKUN OLAM (REPAIRING THE WORLD); AND GEMILUT CHASADIM (PERFORMING ACTS OF KINDNESS AND COMPASSION).CHARITABLE DISTRIBUTIONS: THE ORGANIZATION MAKES GRANTS TO A WIDE VARIETY OF CHARITABLE ORGANIZATIONS AND CAUSES AS RECOMMENDED AND DESIGNATED BY ITS DONORS. GRANTS AND LOANS ARE MADE FOR ACADEMIC SCHOLARSHIPS AND OTHER FORMS OF FINANCIAL AID TO INDIVIDUALS AND FAMILIES IN NEED. 19 19 9 38 0 0 5552373 4599943 295332 312483 2759782 1956078 10891684 0 19499171 6868504 11746025 9228241 0 0 744614 782254 0 0 147520 1455366 1546574 13946005 11557069 5553166 -4688565 127100746 133110232 58373852 63879828 68726894 69230404 X THE ORGANIZATION IS A NOT-FOR-PROFIT, PUBLIC CHARITY ESTABLISHED IN 1911 TO PROVIDE FOR THE QUALITY AND CONTINUITY OF JEWISH LIFE IN WESTERN NEW YORK AND AROUND THE WORLD THROUGH PRIVATE PHILANTHROPY. THE FOUNDATION SEEKS, ACCEPTS, MANAGES, AND DISTRIBUTES CHARITABLE LEGACIES, BEQUESTS, TRUSTS, ENDOWMENTS, AND OTHER PHILANTHROPICAL FUNDS FOR THE BENEFIT OF THE COMMUNITY. 0 0 11011451 9228241 312483 THE FOUNDATION OPERATES AS A PUBLIC CHARITY TO SEEK, ACCEPT, MANAGE, AND DISTRIBUTE LEGACIES, BEQUESTS, ENDOWMENTS, TRUSTS, DONOR-ADVISED, RESTRICTED, AND OTHER PHILANTHROPIC FUNDS. THE FOUNDATION DEVELOPS AND MANAGES ENDOWMENT FUNDS FOR JEWISH SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES AND SYNAGOGUES. IT OFFERS A VARIETY OF PLANNED GIVING SERVICES FOR DONORS AND CONDUCTS A GRANT MAKING PROGRAM FOR THE DISTRIBUTION OF FUNDS FOR BROAD CHARITABLE PURPOSES. 11011451 1 1 0 0 0 1 0 0 1 1 1 1 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 9 1 0 0 0 0 0 0 0 0 1 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X PETER FLEISCHMANN 7162041133 2640 NORTH FOREST ROAD GETZVILLE NY 14068 MRS JUDITH H KATZ PRESIDENT 1.00 X X 0 0 0 MR ARNOLD N KAHN DIRECTOR 1.00 X 0 0 0 MRS JOANNE G BILTEKOFF SECRETARY 1.00 X X 0 0 0 MR RAYMOND FINK VICE PRESIDENT 1.00 X X 0 0 0 MS MARGERY S NOBEL DIRECTOR 1.00 X 0 0 0 MR GARY B GREENFIELD VICE PRESIDENT 1.00 X X 0 0 0 MR IRVING H LEVY TREASURER 1.00 X X 0 0 0 MR KENNETH S SHUMAN VICE PRESIDENT 1.00 X X 0 0 0 MR GORDON R GROSS DIRECTOR 1.00 X 0 0 0 MR WAYNE D WISBAUM DIRECTOR 1.00 X 0 0 0 DR HOWARD W BENATOVICH DIRECTOR 1.00 X 0 0 0 MR EUGENE M SETEL DIRECTOR 1.00 X 0 0 0 MR JOEL H PAULL DIRECTOR 1.00 X 0 0 0 MRS SHELLEY C DRAKE DIRECTOR 1.00 X 0 0 0 MR JEFFREY A HIRSHBERG DIRECTOR 1.00 X 0 0 0 MR DONALD M KOHNSTAMM DIRECTOR 1.00 X 0 0 0 MRS CHERYL ORLICK DIRECTOR 1.00 X 0 0 0 MR DAVID FEUERSTEIN DIRECTOR 1.00 X 0 0 0 MRS LENORE J LEVY DIRECTOR 1.00 X 0 0 0 MR PETER FLEISCHMANN DIRECTOR AND CEO 40.00 X 216905 0 11739 TERESA DAVID DIRECTOR OF FINANCE 40.00 X 75557 0 15285 292462 0 27024 1 0 1 0 0 4599943 2321920 4599943 FUND CHARGES 561000 312483 312483 312483 1205141 1205141 11144524 10393587 750937 750937 750937 6868504 312483 0 1956078 8844813 8844813 148428 148428 235000 235000 319486 155047 72981 91458 346242 194613 146535 5094 15787 8723 6814 250 55154 32268 19364 3522 45585 27807 15499 2279 460 281 156 23 63639 63639 129808 129808 34966 4755 30211 18925 11544 6435 946 12680 1212 8034 3434 56474 38753 15449 2272 10218 6233 3474 511 1706 1041 580 85 49280 39330 8674 1276 25304 15436 8603 1265 LIFE INSURANCE PREMIUMS 996035 996035 MISCELLANEOUS 101722 95058 5810 854 EQUIPMENT RENTAL AND MA 35492 21650 12067 1775 SUBSCRIPTIONS 5589 3409 1900 280 4276 207 2084 1985 11557069 11011451 398098 147520 13030352 6516954 2936730 3682975 5421602 5246635 869252 303197 474744 566055 58828786 66491173 14746600 16900500 31661932 33705940 127100746 133110232 296967 399010 42425507 46687662 2105446 1970039 13545932 14823117 58373852 63879828 X 43587359 39516206 11783689 15797000 13355846 13917198 68726894 69230404 127100746 133110232 X -4688565 3085648 2106427 X X 0 1 X 1 0 X 9134974 11786963 8057778 5552373 4599943 39132031 9134974 11786963 8057778 5552373 4599943 39132031 19071485 20060546 1331367 1520420 1747676 1487847 1205141 7292451 10891684 10891684 57316166 1680656 0.35000 0.37410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 349 3988538 9218603 50274966 1 1 0 1 X 13776713 500815 2264372 543846 15998054 12241640 694 1412985 121394 13776713 13744347 245 -145264 1357688 12241640 13392593 184417 1351627 1184290 13744347 14756934 188807 -1254378 298770 13392593 0.87000 0.13000 0 0 869252 303197 566055 566055 BERKSHIRE HATHAWAY CLASS A 16900500 F 16900500 OTHER RECEIVABLES 640641 CASH SURRENDER VALUE LIFE INS 3043315 INTEREST RECEIVABLE 175031 OTHER ASSETS 5323 ISRAEL BONDS AND REAL ESTATE HOLDINGS 618463 LIFE SETTLEMENT CONTRACTS 8057566 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 21165601 33705940 LIABILITY TO DONORS 14264018 LIFE INSURANCE LOANS 59099 LINE OF CREDIT 500000 14823117 X 12060579 3085648 2740702 5826350 6234229 634275 634275 6868504 11557069 0 11557069 0 11557069 PART IV, LINE 2B: THE FOUNDATION FOR JEWISH PHILANTHROPIES MANAGES ENDOWMENT AND QUASI-ENDOWMENT FUNDS FOR VARIOUS OTHER SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES, AND SYNAGOGUES. THE FOUNDATION PROVIDES INVESTMENT AND OTHER FUND MANAGEMENT SERVICES TO THESE ORGANIZATIONS, UNDER AGREEMENTS, WHICH SPECIFY CHARGES AND FEES, WHERE APPLICABLE. SINCE THESE FUNDS REMAIN UNDER THE CONTROL OF THE AGENCIES, THEY ARE SHOWN AS FUNDS HELD ON BEHALF OF OTHER ORGANIZATIONS. PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ASSETS AGAINST INFLATION. AN ADDITIONAL OBJECTIVE IS TO MAXIMIZE TOTAL RETURN, IN THE FORM OF INCOME, CAPITAL APPRECIATION OR BOTH, CONSISTENT WITH THE LEVEL OF RISK TAKEN. EARNINGS AND LOSSES ON THE INVESTMENT FUNDS ARE RECORDED IN THE TEMPORARILY RESTRICTED NET ASSET CATEGORY IN COMPLIANCE WITH THE RESTRICTIONS OVER EARNINGS AS SPECIFIED BY THE DONOR. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND QUALIFIES AS A PUBLIC FOUNDATION BY CONTINUING TO SATISFY THE SUPPORT TEST UNDER SECTION 509(A)(1). THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS BEFORE 2010. IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (U.S. GAAP), THE FOUNDATION EVALUATES UNCERTAIN TAX POSITIONS. AT DECEMBER 31, 2013 AND 2012 THE FOUNDATION IDENTIFIED NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS TEMPORARILY RESTRICTED 2,682,577. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS PERMANENTLY RESTRICTED 58,125. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE UNRESTRICTED 586,880. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE PERMANENTLY RESTRICTED 2,955. REMAINDER TRUST DISTRIBUTION TEMPORARILY RESTRICTED 36,261. REMAINDER TRUST DISTRIBUTION PERMANENTLY RESTRICTED 8,179. 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENTSGRANTS TO RECIPIENTS N/A 235000 0 0 0 0 0 0 235000 0 235000 TORONTO, CANADA GENERAL SUPPORT 235000 CHECK 1 0 0 0 0 0 0 PART I, LINE 2: REASONABLE MEASURES ARE TAKEN TO ENSURE THAT GRANTS ARE BEING USED FOR THEIR INTENDED PURPOSE. TO ENSURE THE APPROPRIATE USE OF GRANT FUNDS, THE ORGANIZATION HAS SPECIFIC PROCEDURES FOR MAKING GRANTS. WITH EACH GRANT MADE, THE CONDITIONS OF SUCH ARE SPECIFIED IN A GRANT LETTER. 1 ALBRIGHT-KNOX ART GALLERY PO BOX 8000 BUFFALO NY 14267 166001555 501 C(3) 256100 GENERAL SUPPORT AMERICAN COMMITTEE FOR SHAARE TZEDEK 55 W 39TH STREET 4TH FLOOR NEW YORK NY 10018 135645878 501 C(3) 10000 GENERAL SUPPORT AMERICAN FRIENDS OF KOLLEL OHR YOSEF 1327 E 26TH STREET BROOKLYN NY 11210 133979889 501 C(3) 7500 GENERAL SUPPORT AMERICAN JEWISH COMMITTEE 1605 MAIN STREET SUITE 612 SARASOTA FL 342365865 135563393 501 C(3) 27600 GENERAL SUPPORT AMERICAN JEWISH COMMITTEE 165 E 56TH STREET ROOM 600 NEW YORK NY 10022 135563393 501 C(3) 25500 GENERAL SUPPORT AMERICAN RED CROSS 786 DELAWARE AVENUE BUFFALO NY 14209 530196605 501 C(3) 5100 GENERAL SUPPORT ANIMAL RESCUE COALITION OF SARASOTA 1408 STATE STREET SARASOTA FL 342365729 650950292 501 C(3) 11000 GENERAL SUPPORT ARTPARK AND COMPANY 450 SOUTH 4TH STREET LEWISTON NY 14092 237086200 501 C(3) 12600 GENERAL SUPPORT BAIS LUBAVITCH PO BOX 153 GETZVILLE NY 14068 161047850 501 C(3) 12000 GENERAL SUPPORT BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501 C(3) 1025000 GENERAL SUPPORT BOYS AND GIRLS CLUB OF SARASOTA COUNTY PO BOX 4068 SARASTOA FL 342304068 650136035 501 C(3) 19500 GENERAL SUPPORT BUFFALO BOTANICAL GARDENS 2655 SOUTH PARK AVENUE BUFFALO NY 142181526 222514024 501 C(3) 5750 GENERAL SUPPORT BUFFALO CITY MISSION PO BOX 496 BUFFALO NY 14205 160743965 501 C(3) 13000 GENERAL SUPPORT BUFFALO MUSEUM OF SCIENCE 1020 HUMBOLDT PARKWAY BUFFALO NY 14211 166000178 501 C(3) 5400 GENERAL SUPPORT BUFFALO OLMSTED PARKS CONSERVANCY 84 PARKSIDE AVENUE BUFFALO NY 14214 222720927 501 C(3) 6350 GENERAL SUPPORT BUFFALO PHILHARMONIC ORCHESTRA 499 FRANKLIN STREET BUFFALO NY 14202 222270540 501 C(3) 33700 GENERAL SUPPORT BUFFALO SEMINARY 205 BIDWELL PARKWAY BUFFALO NY 14222 160367980 501 C(3) 8900 GENERAL SUPPORT BUFFALO STATE COLLEGE FOUNDATION 1300 ELMWOOD AVE CLEVELAND HALL 511 511 BUFFALO NY 14222 166037117 501 C(3) 8500 GENERAL SUPPORT BUFFALO ZOO 300 PARKSIDE AVENUE BUFFALO NY 142141999 160911204 501 C(3) 782625 GENERAL SUPPORT BURCHFIELD-PENNEY ART CENTER BUFFALO STATE COLLEGE 1300 ELMWOOD AVENUE BUFFALO NY 142221095 161596245 501 C(3) 74685 GENERAL SUPPORT BUREAU OF JEWISH EDUCATION 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760886 501 C(3) 26485 GENERAL SUPPORT CENTRAL HIGH SCHOOL FOUNDATION HISTORIC LIBRARY BUILDING 1823 HARNEY STREET SUITE 203 OMAHA NE 68102 911771983 501 C(3) 10000 GENERAL SUPPORT CHABAD HOUSE OF BUFFALO PO BOX 153 GETZVILLE NY 14068 161047850 501 C(3) 27044 GENERAL SUPPORT CHABAD LUBAVITCH OF CHAUTAUQUA PO BOX 419 CHAUTAUQUA NY 14722 161047850 501 C(3) 22642 GENERAL SUPPORT CHABAD OF MARIN AND SONOMA 1150 IDYLBERRY ROAD SAN RAFAEL CA 94903 680333545 501 C(3) 30000 GENERAL SUPPORT CHAUTAUQUA FOUNDATION PO BOX 28 CHAUTAUQUA NY 14722 166028421 501 C(3) 9000 GENERAL SUPPORT COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY 70 HARVARD PLACE BUFFALO NY 14209 160911473 501 C(3) 16000 GENERAL 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C(3) 180000 GENERAL SUPPORT FD NOW 1170 GREEN KNOLLS DRIVE BUFFALO GROVE IL 60089 263531031 501 C(3) 25000 GENERAL SUPPORT FINGER LAKES LAND TRUST 202 EAST COURT STREET ITHACA NY 14850 222983688 501 C(3) 172500 GENERAL SUPPORT FOOD BANK OF WNY 91 HOLT STREET BUFFALO NY 14206 222470820 501 C(3) 14950 GENERAL SUPPORT FOREST LAWN HERITAGE FOUNDATION 1411 DELAWARE AVENUE BUFFALO NY 14209 161405484 501 C(3) 200000 GENERAL SUPPORT FRIENDS OF THE NIGHT PEOPLE DEPT 758 PO BOX 8000 BUFFALO NY 14267 161086657 501 C(3) 10450 GENERAL SUPPORT HILLEL OF BUFFALO 520 LEE ENTRANCE SUITE 210 AMHERST NY 14228 166065281 501 C(3) 6780 GENERAL SUPPORT HOLOCAUST RESOURCE CENTER 1050 MARYVALE DRIVE CHEEKTOWAGA NY 14225 161264021 501 C(3) 6840 GENERAL SUPPORT HONOR ANIMAL RESCUE 4951 LORRAINE ROAD BRADENTON FL 34211 260878064 501 C(3) 62500 GENERAL SUPPORT HOSPICE FOUNDATION OF WNY 225 COMO PARK BOULEVARD CHEEKTOWAGA NY 14227 223137812 501 C(3) 15517 GENERAL SUPPORT JEWISH COMMUNITY CENTER OF GREATER BUFFALO 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760887 501 C(3) 89724 GENERAL SUPPORT JEWISH DISCOVERY CENTER 212 EXETER ROAD WILLIAMSVILLE NY 14221 161440147 501 C(3) 68926 GENERAL SUPPORT JEWISH FAMILY SERVICES 70 BARKER STREET BUFFALO NY 142092013 160760888 501 C(3) 5697 GENERAL SUPPORT JEWISH FEDERATION CEMETERY CORPORATION 2640 NORTH FOREST ROAD SUITE 300 GETZVILLE NY 14068 161157277 501 C(3) 12156 GENERAL SUPPORT JEWISH FEDERATION OF GREATER BUFFALO 2640 NORTH FOREST ROAD SUITE 300 GETZVILLE NY 14068 160743210 501 C(3) 82973 GENERAL SUPPORT JEWISH FEDERATION OF PALM BEACH COUNTY 4601 COMMUNITY DRIVE WEST PALM BEACH FL 33417 590948696 501 C(3) 5700 GENERAL SUPPORT JEWISH FEDERATION SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BOULEVARD BOCA RATON FL 334281788 591945109 501 C(3) 15280 GENERAL SUPPORT JEWISH FEDERATIONS OF NORTH AMERICA MAX M FISHER HEADQUARTERS 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501 C(3) 50000 GENERAL SUPPORT JEWISH HERITAGE DAY SCHOOL 411 JOHN JAMES AUDUBON PARKWAY AMHERST NY 14228 161468106 501 C(3) 431410 GENERAL SUPPORT JEWISH HOUSING COUNCIL FOUNDATION 1951 NORTH HONORE AVENUE SARASOTA FL 34235 200910348 501 C(3) 101000 GENERAL SUPPORT JEWISH NATIONAL FUND 1951 NW 19TH STREET SUITE A100 BOCA RATON FL 334317344 131359627 501 C(3) 11000 GENERAL SUPPORT JFCS OF SARASOTA-MANATEE INC 2688 FRUITVILLE ROAD SARASOTA FL 34237 592693318 501 C(3) 108393 GENERAL SUPPORT JUVENILE DIABETES RESEARCH FOUNDATION NEW YORK CHAPTER 432 PARK AVENUE SOUTH 15TH FLOOR NEW YORK NY 10016 231907729 501 C(3) 8000 GENERAL SUPPORT KADIMAH SCHOOL OF BUFFALO 1085 EGGERT ROAD AMHERST NY 14226 160838839 501 C(3) 19175 GENERAL SUPPORT KEHILLAT OHR TZION 879 HOPKINS ROAD WILLIAMSVILLE NY 14221 510417564 501 C(3) 6552 GENERAL SUPPORT KOREAN WAR NATIONAL MUSEUM 47 WEST DIVISION STREET PO BOX 1950 CHICAGO IL 60610 371369481 501 C(3) 200000 GENERAL SUPPORT LAFAYETTE COLLEGE 202 MARKLE HALL EASTON PA 18042 240795686 501 C(3) 10000 GENERAL SUPPORT MARTIN HOUSE 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SIGHT 1170 MAIN STREET BUFFALO NY 142092331 160743930 501 C(3) 12400 GENERAL SUPPORT OMEGA MENTORING PROGRAM C/O CEDRIC HOLLOWAY PO BOX 3 BUFFALO NY 14209 460519454 501 C(3) 25000 GENERAL SUPPORT OUR LADY OF THE ROSARY CATHOLIC CHURCH PO BOX 8396 GREENVILLE SC 29604 570342510 501 C(3) 9500 GENERAL SUPPORT PEF ISRAEL ENDOWMENT FUND 317 MADISON AVENUE SUITE 607 NEW YORK NY 10017 136104086 501 C(3) 5600 GENERAL SUPPORT PINES OF SARASOTA FOUNDATION 1501 N ORANGE AVENUE SARASOTA FL 34236 592988752 501 C(3) 11000 GENERAL SUPPORT PLANNED PARENTHOOD OF WNY 2697 MAIN STREET BUFFALO NY 142141701 352173981 501 C(3) 10875 GENERAL SUPPORT PRINCETON UNIVERSITY PO BOX 5357 PRINCETON NJ 08543 210634501 501 C(3) 15900 GENERAL SUPPORT RICHARDSON CENTER CORPORATION C/O THE BUFFALO NEWS 1 NEWS PLAZA BUFFALO NY 14240 205148995 501 C(3) 15000 GENERAL SUPPORT ROMULUS FOUNDATION FOR EDUCATIONAL OPPORTUNITIES 5705 MAIN STREET ROMULUS NY 14541 223688238 501 C(3) 10000 GENERAL SUPPORT ROSWELL PARK ALLIANCE FOUNDATION ELM AND CARLTON STREETS BUFFALO NY 14263 161391608 501 C(3) 317400 GENERAL SUPPORT SALVATION ARMY 960 MAIN STREET BUFFALO NY 14202 160743969 501 C(3) 13725 GENERAL SUPPORT SARASOTA ORCHESTRA 709 N TAMIAMI TRAIL SARASOTA FL 34236 592603081 501 C(3) 15800 GENERAL SUPPORT SAY YES TO EDUCATION INC C/O COMMUNITY FOUNDATION 726 EXCHANGE STREET SUITE 525 BUFFALO NY 14210 223139858 501 C(3) 75000 GENERAL SUPPORT SCIENCENTER 601 FIRST AVENUE ITHACA NY 14850 222470652 501 C(3) 10000 GENERAL SUPPORT SHEA'S PERFORMING ARTS CENTER PO BOX 1130 BUFFALO NY 14205 161158412 501 C(3) 7800 GENERAL SUPPORT SOLEBURY SCHOOL 6832 PHILLIPS MILL ROAD NEW HOPE PA 18938 231365969 501 C(3) 28000 GENERAL SUPPORT ST AGNES SCHOOL 60 PARK PLACE AVON NY 14414 160775001 501 C(3) 14000 GENERAL SUPPORT SUNCOAST AQUATIC NATURE CENTER ASSOCIATES 290 NORTH CATTLEMAN ROAD SARASOTA FL 34243 452641647 501 C(3) 250000 GENERAL SUPPORT TEAMMATES FOR KIDS FOUNDATION C/O COKEM INTERNATIONAL 3880 4TH AVENUE EAST SHAKOPEE MN 55379 841484370 501 C(3) 10000 GENERAL SUPPORT TEMPLE BETH ISRAEL 567 BAY ISLES ROAD LONGBOAT KEY FL 34228 591970401 501 C(3) 5615 GENERAL SUPPORT TEMPLE BETH TZEDEK 621 GETZVILLE ROAD BUFFALO NY 14226 262794681 501 C(3) 32007 GENERAL SUPPORT TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 142261497 160755891 501 C(3) 77356 GENERAL SUPPORT TEMPLE JUDEA 4311 HOOD ROAD PALM BEACH GARDENS FL 33410 592100649 501 C(3) 10386 GENERAL SUPPORT THE CAROLINE FUND PO BOX 8486 BURLINGTON VT 05402 030357242 501 C(3) 10000 GENERAL SUPPORT THE JACOBS INSTITUTE INC 875 ELLICOTT STREET BUFFALO NY 14203 263085485 501 C(3) 500000 GENERAL SUPPORT THE SHUL 9540 COLLINS AVENUE SURFSIDE FL 33154 592302315 501 C(3) 6000 GENERAL SUPPORT TRINITY EPISCOPAL CHURCH 371 DELAWARE AVENUE BUFFALO NY 14202 160665810 501 C(3) 8300 GENERAL SUPPORT UB FOUNDATION INC PO BOX 900 BUFFALO NY 14226 160865182 501 C(3) 101542 GENERAL SUPPORT UB SCHOOL OF MANAGEMENT 308 ALFIERO CENTER BUFFALO NY 14260 160865182 501 C(3) 7800 GENERAL SUPPORT UNITED JEWISH FUND 2640 NORTH FOREST ROAD SUITE 300 GETZVILLE NY 14068 160743210 501 C(3) 577978 GENERAL SUPPORT UNITED WAY OF BUFFALO 742 DELAWARE AVENUE BUFFALO NY 14209 160743969 501 C(3) 26380 GENERAL SUPPORT VAAD HARABBANIM LINYANEI TZEDUKA 221 REGENT DRIVE LAKEWOOD NJ 08701 371456890 501 C(3) 8000 GENERAL SUPPORT VILLAGE AT ITHACA 609 WEST CLINTON STREET ITHACA NY 14850 161554144 501 C(3) 10000 GENERAL SUPPORT WESTERN NEW YORK LAND CONSERVANCY PO BOX 471 EAST AURORA NY 140520471 223160426 501 C(3) 6600 GENERAL SUPPORT WESTMINSTER PRESBYTERIAN CHURCH 724 DELAWARE AVENUE BUFFALO NY 14209 160743224 501 C(3) 17445 GENERAL SUPPORT WNED PO BOX 806 BUFFALO NY 142400806 160834459 501 C(3) 5815 GENERAL SUPPORT WOMEN AND CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION 1260 DELAWARE AVENUE BUFFALO NY 14209 161332044 501 C(3) 502750 GENERAL SUPPORT YESHIVA DARCHEI NOAM OF MONSEY 257 GRANDVIEW AVENUE SUFFERN NY 10901 133936548 501 C(3) 12500 GENERAL SUPPORT YESHIVA DAY SCHOOL OF LAS VEGAS 55 N VALLE VERDE DRIVE HENDERSON NV 89074 260736080 501 C(3) 16000 GENERAL SUPPORT YOUNG ISRAEL OF GREATER BUFFALO 105 MAPLE ROAD WILLIAMSVILLE NY 14221 237393735 501 C(3) 5700 GENERAL SUPPORT 102 102 FINANCIAL ASSISTANCE FOR ACADEMIC SCHOLARSHIP AWARDS AND ISRAEL SCHOLARSHIPS 7 148428 PART I, LINE 2: REASONABLE MEASURES ARE TAKEN TO ENSURE THAT GRANTS ARE BEING USED FOR THEIR INTENDED PURPOSE. TO ENSURE THE APPROPRIATE USE OF GRANT FUNDS, THE ORGANIZATION HAS SPECIFIC PROCEDURES FOR MAKING GRANTS. WITH EACH GRANT MADE, THE CONDITIONS OF SUCH ARE SPECIFIED IN A GRANT LETTER. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 MR PETER FLEISCHMANN DIRECTOR AND CEO 166014 0 0 0 50891 0 0 0 11739 0 228644 0 0 0 PART I, LINE 4B PETER FLEISCHMANN - DEFERRED COMPENSATION LIFE INSURANCE PROGRAM PREMIUM PAID IN 2013 PURSUANT TO A 457(B) NON-QUALIFIED PLAN - $15,000 X 108 2321920 MEDIAN PRICE GIFT DATE 0 1 1 PART I, LINE 32B: BROKERS ARE USED TO SELL NON CASH DONATIONS OF SECURITIES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS INDIVIDUAL AND AGENCY MEMBERS. IF ANY ONE INDIVIDUAL OR AGENCY CONTRIBUTES $100 OR MORE DURING THE CURRENT YEAR, THEY ARE CONSIDERED A MEMBER. THE ORGANIZATION HOLDS AN ANNUAL MEMBERS MEETING AND SUCH MEMBERS ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY DIRECTOR OF FINANCE, THEN BY THE CHIEF EXECUTIVE OFFICER AND THEN FINALLY, BY THE BOARD PRESIDENT. PRIOR TO FILING, COPIES OF FORM 990 ARE PROVIDED TO ALL BOARD MEMBERS FOR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES AND COMMITTEE MEMBERS MUST COMPLETE AND SUBMIT ANNUALLY A DISCLOSURE STATEMENT TO ENSURE COMPLIANCE WITH CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS SUBMITTED AND REVIEWED BY PRESIDENT AND MANAGEMENT COMMITTEE FOR APPROVAL AND THEN SUBMITTED TO BOARD OF TRUSTEES FOR FINAL APPROVAL AS PART OF THE OPERATING BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ORGANIZATION WEBSITE. ALSO AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CHANGE IN VALUE SPLIT INTEREST AGREEMENTS TEMPORARILY RESTRICTED 2,682,577. CHANGE IN VALUE SPLIT INTEREST AGREEMENTS PERMANENTLY RESTRICTED 58,125. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE UNRESTRICTED -586,880. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE PERMANENTLY RESTRICTED -2,955. REMAINDER TRUST DISTRIBUTION TEMPORARILY RESTRICTED -36,261. REMAINDER TRUST DISTRIBUTION PERMANENTLY RESTRICTED -8,179. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.