LOUIS S AND MOLLY B WOLK FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS S AND MOLLY B WOLK FOUNDATION (EIN 22-2405596)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-29
- IRS object ID
- 201431199349100408
- Schema version
- 2013v3.0
- 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
- 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 | 2014-04-29T09:49:18-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 ALLENS CREEK RD | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14610 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVIN WOLK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5854426900 | PhoneNum |
| Signature | 2014-04-24 | 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 | 2014-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,803,854 | 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 | $678,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $678,079 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,016,567 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,556,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,016,567 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,694,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,694,646 | 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 | $7,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,546 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,184 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $85,757 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $85,757 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,078 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $25,512 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,102 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,410 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,393 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $479 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,914 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,598 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,454 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,144 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $323,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,338 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $172,652 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,283,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,283,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,606,818 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,338 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,456,402 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $87,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,553,308 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $477,206 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $487,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $487,943 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $23,146,954 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,224,045 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,315,911 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,624,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,711,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,803,854 | 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 | -$2,171,289 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,083,461 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,624,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,711,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,624,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,711,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,624,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $87,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,711,988 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,711,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 5025 ISHARES TRUST CORE S&P | P | $838,958 | $578,177 | $260,781 | $260,781 |
| 1875 ISHARES S&P 500 VALUE | P | $142,969 | $99,957 | $43,012 | $43,012 |
| 4200 ISHARES S&P 500 GROWTH | P | $324,530 | $241,511 | $83,019 | $83,019 |
| 2100 ISHARES TRUST S&P MIDCAP | P | $222,518 | $104,706 | $117,812 | $117,812 |
| 1550 ISHARES TRUST S&P MIDCAP | P | $211,917 | $90,536 | $121,381 | $121,381 |
| 3300 ISHARES S&P SMALL-CAP | P | $335,042 | $132,897 | $202,145 | $202,145 |
| 3300 ISHARES S&P SMALL-CAP 600 | P | $355,077 | $109,798 | $245,279 | $245,279 |
| 650 ISHARES MSCI EAFE ETF | P | $41,142 | $25,678 | $15,464 | $15,464 |
| 2550 ISHARES TIPS BOND ETF | P | $307,706 | $271,296 | $36,410 | $36,410 |
| 600 SPDR DOW JONES REIT ETF | P | $50,541 | $47,437 | $3,104 | $3,104 |
| 12950 SPDR S&P BANK ETF | P | $397,692 | $400,101 | -$2,409 | -$2,409 |
| 16450 VANGUARD BD INDEX FUND INC | P | $1,327,863 | $1,345,918 | -$18,055 | -$18,055 |
| BASIS ADJUSTMENTS | P | $47 | -$47 | -$47 | |
| POWERSHARES DB COMM K-1 | P | $438 | $438 | $438 | |
| POWERSHARES DB COMM K-1 | P | $16,924 | -$16,924 | -$16,924 | |
| POWERSHARES DB COMM STRADDLES | P | $29,937 | -$29,937 | -$29,937 | |
| POWERSHARES DB COMM STRADDLES | P | $44,906 | -$44,906 | -$44,906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,016,567 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,360,946 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,079,580 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048467 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,358,473 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,763,276 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048931 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $962,865 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,421,815 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037876 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,147,573 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,270,736 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051528 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,395,694 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,244,120 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051229 | DistributionYr5Rt |
| Total Distribution | 0.238031 | TotalDistributionRt |
| Average Distribution | 0.047606 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,129,283 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,434,335 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,533 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,449,868 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,456,402 | 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 | $15,533 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,533 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,533 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $3,548 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TREASURER | IndividualWithBooksNm |
| Phone | 5854426900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 EAST AVE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14610 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | TRUSTEE | 5.00 | $25,000 | $0 | $0 |
| MARVIN L WOLK | ||||||||
| 35 SOUTHWOOD LANE | ROCHESTER | NY | 14618 | TRUSTEE/MANAGER | 10.00 | $50,000 | $0 | $0 |
| ALVIN L URELES MD | ||||||||
| 160 GEORGIAN COURT | ROCHESTER | NY | 14610 | CHAIRMAN | 5.00 | $25,000 | $0 | $0 |
| MICHAEL B BERGER | ||||||||
| 4 ROYAL WOODS COURT | BUFFALO | NY | 14421 | TRUSTEE | 5.00 | $25,000 | $0 | $0 |
| HAROLD SAMLOFF | ||||||||
| 5 LINDEN COVE | PITTSFORD | NY | 14534 | TRUSTEE | 5.00 | $25,000 | $0 | $0 |
| JEREMY WOLK | ||||||||
| 2 SOUTHERN PARKWAY | ROCHESTER | NY | 14618 | TRUSTEE | 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 | $30,588,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,588,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,588,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $458,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,129,283 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,506,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,506,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,533 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,533 | TotalTaxAmt |
| Distributable Before Adj | $1,490,931 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,490,931 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,490,931 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,456,402 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,456,402 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,533 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,440,869 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,490,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,762 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,456,402 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,762 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,452,640 | 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 | $38,291 | 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 | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14610 | ZIPCode |
| 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | CAPITAL CAMPAIGN AND VARIOUS SPECIFIC PROGRAMS | $163,000 |
| CHABAD HOUSE | |||||||
| 36 LATTIMORE ROAD | ROCHESTER | NY | 14620 | NONE | 501(C)(3) | STUDENT CENTER | $4,000 |
| JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER | |||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | ANNUAL CAMPAIGN | $45,000 |
| JEWISH HOME FOUNDATION | |||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | MEMORY CARE UNIT | $200,000 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1000 E HENRIETTA ROAD | ROCHESTER | NY | 14623 | NONE | 501(C)(3) | SCHOLARSHIPS AND VARIOUS SPECIFIC PROGRAMS | $79,750 |
| NUMEROUS SMALL GRANTS | |||||||
| 1600 EAST AVE | ROCHESTER | NY | 14610 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $100,100 |
| NATIONAL INST - KONAR FUND | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | HOLOCAUST EDUCATION | $5,000 |
| ROCHESTER REGIONAL COMMUNITY DESIGN CTR | |||||||
| 1115 MAIN ST EAST | ROCHESTER | NY | 14609 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $27,000 |
| TEMPLE B'RITH KODESH | |||||||
| 2131 ELMWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | JEWISH EDUCATION AND VARIOUS SPECIFIC PROGRAMS | $123,000 |
| TEMPLE BETH DAVID | |||||||
| 3200 SAINT PAUL BLVD | ROCHESTER | NY | 14617 | NONE | 501(C)(3) | CALENDAR | $500 |
| UNITED WAY | |||||||
| 75 COLLEGE AVE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | ANNUAL CAMPAIGN | $6,000 |
| UNITY HEALTH FOUNDATION | |||||||
| 89 GENESEE STREET | ROCHESTER | NY | 14611 | NONE | 501(C)(3) | ATRIUM | $100,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 60 CRITTENDEN BLVD | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | WOLK PROFESSORSHIP | $100,000 |
| MEMORIAL ART GALLERY | |||||||
| 500 UNIVERSITY AVENUE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | STORY WALK | $50,000 |
| WXXI | |||||||
| 280 STATE ST | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | PROGRAMMING AND VARIOUS SPECIFIC PROGRAMS | $102,000 |
| GEVA THEATRE | |||||||
| 75 WOODBURY BLVD | ROCHESTER | NY | 14609 | NONE | 501(C)(3) | WHEEL CHAIR ACCESS AND VARIOUS SPECIFIC PROGRAMS | $28,250 |
| CONGREGATION SHIR SHALOM | |||||||
| 4660 SHERIDAN DRIVE | WILLIAMSVILLE | NY | 14221 | NONE | 501(C)(3) | SCHOLAR IN RESIDENCE PROGRAM | $8,500 |
| NAZARETH COLLEGE | |||||||
| 4245 EAST AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | MOTION LAB | $50,000 |
| CENTER FOR TEEN EMPOWERMENT | |||||||
| 392 GENESEE STREET | ROCHESTER | NY | 14611 | NONE | 501(C)(3) | VARIOUS SPECIFIC PROGRAMS | $14,650 |
| JEWISH FAMILY SERVICES OF ROCHESTER | |||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | TECHNOLOGY UPGRADE | $52,000 |
| OUR LADY OF MERCY HIGH SCHOOL | |||||||
| 1437 BLOSSOM ROAD | ROCHESTER | NY | 14610 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $5,000 |
| RED CROSS | |||||||
| 50 PRINCE STREET | ROCHESTER | NY | 14602 | NONE | 501(C)(3) | PHILIPPINES RELIEF FUND | $10,000 |
| ROCHESTER ARTS FESTIVAL | |||||||
| PO BOX 10508 | ROCHESTER | NY | 14610 | NONE | 501(C)(3) | FRINGE FESTIVAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,283,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $2,840,000 |
| JEWISH HOME FOUNDATION | |||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | MEMORY CARE UNIT | $200,000 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1000 E HENRIETTA ROAD | ROCHESTER | NY | 14623 | NONE | 501(C)(3) | SCHOLARSHIPS | $150,000 |
| MEMORIAL ART GALLERY | |||||||
| 500 UNIVERSITY AVENUE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | STORY WALK | $200,000 |
| TEMPLE B'RITH KODESH | |||||||
| 2131 ELMWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | JEWISH EDUCATION | $300,000 |
| UNITY HEALTH FOUNDATION | |||||||
| 89 GENESEE STREET | ROCHESTER | NY | 14611 | NONE | 501(C)(3) | ATRIUM | $800,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 60 CRITTENDEN BLVD | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | WOLK PROFESSORSHIP | $800,000 |
| UNIVERSITY OF ROCHESTER EASTMAN THEATRE | |||||||
| 26 GIBBS ST | ROCHESTER | NY | 14604 | NONE | 501(C)(3) | ATRIUM RENOVATION | $900,000 |
| WXXI | |||||||
| 280 STATE ST | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | PROGRAMMING | $100,000 |
| CONGREGATION SHIR SHALOM | |||||||
| 4660 SHERIDAN DRIVE | WILLIAMSVILLE | NY | 14221 | NONE | 501(C)(3) | SCHOLAR IN RESIDENCE PROGRAM | $28,000 |
| NAZARETH COLLEGE | |||||||
| 4245 EAST AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | MOTION LAB | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,518,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $678,079 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,016,567 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,694,646 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,694,646 | 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 | $7,730 | Amt |
| Net Investment Income | $1,546 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,184 | 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 | $23,224,045 | BookValueAmt |
| EOYFMV | $31,315,911 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $606 | $121 | $485 |
| INSURANCE | $2,356 | $471 | $1,885 |
| OFFICE SUPPLIES | $2,218 | $444 | $1,774 |
| INVESTMENT INTEREST EXPENSE | $12,418 | $12,418 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $85,757 | Amt |
| Net Investment Income | $85,757 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $8,328 | $0 | $0 |
| NEW YORK STATE FILING FEE | $750 | $0 | $0 |
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