LOUIS S AND MOLLY B WOLK FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS S AND MOLLY B WOLK FOUNDATION (EIN 22-2405596)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-02-14
- IRS object ID
- 201320459349100602
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2013-02-14T10:45:00-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161614009 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIRABELLA & SMITH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222405596 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS S & MOLLY B WOLK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOUI | NameControl |
| Phone | 5854426900 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARVIN WOLK | Name |
| Title | TREASURER | Title |
| Phone | 5854426900 | Phone |
| Date Signed | 2013-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL C SMITH | Name |
| PTIN | P00093683 | PTIN |
| Phone | 5852256470 | Phone |
| Date Prepared | 2013-02-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 28472885 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 691493 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 691493 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 464629 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3329541 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 464629 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1156122 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1156122 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 164500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 32900 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 131600 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8240 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1648 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6592 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 85100 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 82084 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 3016 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 16498 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 25512 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 5102 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 20410 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 4090 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 818 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3272 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7035 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1407 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 5628 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 310975 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 123959 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 170518 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1200750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1200750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1511725 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 123959 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1371268 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -355603 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1032163 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 453955 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 477206 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 477206 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 23525808 | InvestmentsOtherBOY |
| Investments Other EOY | 23146954 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 27995679 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 23979763 | TotalAssetsBOY |
| Total Assets EOY | 23624160 | TotalAssetsEOY |
| Total Assets EOYFMV | 28472885 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 25795449 | CapitalStockBOY |
| Capital Stock EOY | 25795449 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -1815686 | RetainedEarningsBOY |
| Retained Earnings EOY | -2171289 | RetainedEarningsEOY |
| Total Net Assets BOY | 23979763 | TotalNetAssetsBOY |
| Total Net Assets EOY | 23624160 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 23979763 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 23624160 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 23979763 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -355603 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 23624160 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 23624160 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 3900 ISHARES BARCLAYS MBS BOND | P | 2011-03-25 | 2012-12-07 | 420652 | 410842 | 9810 | 9810 |
| 2050 ISHARES BARCLAYS TIPS | P | 2006-03-10 | 2012-12-07 | 242890 | 221043 | 21847 | 21847 |
| 1100 ISHARES TRUST CORE S&P | P | 2002-01-15 | 2012-02-10 | 148208 | 126566 | 21642 | 21642 |
| 1925 ISHARES TRUST S&P SMALLCAP | P | 2002-04-30 | 2012-12-07 | 150088 | 74713 | 75375 | 75375 |
| 1500 ISHARES TRUST S&P MIDCAP | P | 2002-04-30 | 2012-12-07 | 121470 | 60646 | 60824 | 60824 |
| 2100 ISHARES S&P MIDCAP | P | 2002-01-18 | 2012-12-07 | 177737 | 95494 | 82243 | 82243 |
| 1575 ISHARES TRUST S&P MIDCAP | P | 2002-04-10 | 2012-12-07 | 174664 | 91996 | 82668 | 82668 |
| 7000 ISHARES TRUST S&P 500 GROWTH | P | 2002-04-30 | 2012-12-07 | 530595 | 383674 | 146921 | 146921 |
| 1200 SPDR DOW JONES GLOBAL RE | P | 2008-01-11 | 2012-12-07 | 49988 | 62629 | -12641 | -12641 |
| 5600 SPDR DOW JONES REIT ETR | P | 2007-08-16 | 2012-12-07 | 387302 | 422842 | -35540 | -35540 |
| 500000 US TREASURY NOTE | P | 2002-03-01 | 2012-02-15 | 500000 | 497191 | 2809 | 2809 |
| 5100 VANGUARD INDEX FD INC | P | 2010-11-19 | 2012-12-07 | 425947 | 417276 | 8671 | 8671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 464629 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1358473 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 27763276 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048931 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 962865 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 25421815 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.037876 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1147573 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 22270736 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051528 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1395694 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 27244120 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051229 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1584690 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 30661235 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051684 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.241248 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048250 | AverageDistributionRatio |
| Net Noncharitable Assets | 28079580 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1354840 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10322 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1365162 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1371268 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 10322 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 10322 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 10322 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 14000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 14000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 6 | PenaltyForUnderpayment |
| Overpayment | 3672 | Overpayment |
| Amount Credited To Next Year | 3672 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | TREASURER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5854426900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DAVID M WOLK | ||||||||
| 78 GLEN ACRE | PITTSFORD | NY | 14534 | TRUSTEE | 3.00 | 23250 | 0 | 0 |
| MARVIN L WOLK | ||||||||
| 35 SOUTHWOOD LANE | ROCHESTER | NY | 14618 | TRUSTEE/MANAGER | 10.00 | 48250 | 0 | 0 |
| ALVIN L URELES MD | ||||||||
| 160 GEORGIAN COURT | ROCHESTER | NY | 14610 | CHAIRMAN | 3.00 | 23250 | 0 | 0 |
| MICHAEL B BERGER | ||||||||
| 4 ROYAL WOODS COURT | BUFFALO | NY | 14421 | TRUSTEE | 3.00 | 23250 | 0 | 0 |
| HAROLD SAMLOFF | ||||||||
| 5 LINDEN COVE | PITTSFORD | NY | 14534 | TRUSTEE | 3.00 | 23250 | 0 | 0 |
| JEREMY WOLK | ||||||||
| 2 SOUTHERN PARKWAY | ROCHESTER | NY | 14618 | TRUSTEE | 3.00 | 23250 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 28507188 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 28507188 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 28507188 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 427608 | CashDeemedCharitable |
| Net Noncharitable Assets | 28079580 | NetNoncharitableAssets |
| Minimum Investment Return | 1403979 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1403979 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10322 | TaxBasedOnInvestmentIncome |
| Total Tax | 10322 | TotalTax |
| Distributable Amount Before Adj | 1393657 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1393657 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1393657 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1371268 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1371268 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 10322 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1360946 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1393657 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 18627 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 18627 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1371268 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1371268 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 18627 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 18627 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 3762 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | GRANT COMMITTEE | RecipientName |
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 Number | 5854426900 | RecipientPhoneNumber |
| Form And Info And Materials | GRANT APPLICATION AS PROVIDED BY THE ORGANIZATION | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | ONLY 501(C)3 ORGANIZATIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| JEWISH HOME FOUNDATION | |||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | MEMORY CARE UNIT | $100,000 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1000 E HENRIETTA ROAD | ROCHESTER | NY | 14623 | NONE | 501(C)(3) | SCHOLARSHIPS | $150,000 |
| UNITY HEALTH FOUNDATION | |||||||
| 89 GENESEE STREET | ROCHESTER | NY | 14611 | NONE | 501(C)(3) | ATRIUM | $100,000 |
| JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER | |||||||
| 1600 EAST AVE | ROCHESTER | NY | 14610 | NONE | 501(C)(3) | TERROR RELIEF | $25,000 |
| RED CROSS | |||||||
| 50 PRINCE STREET | ROCHESTER | NY | 14602 | NONE | 501(C)(3) | HURRICANE SANDY RELIEF | $25,000 |
| ARC OF MONROE COUNTY | |||||||
| 2060 BRIGHTON HENRIETTA TL ROAD | ROCHESTER | NY | 14623 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $25,000 |
| JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER | |||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | ANNUAL CAMPAIGN | $45,000 |
| NUMEROUS GRANTS DETAIL AVAILABLE ON REQUEST | |||||||
| 1600 EAST AVE | ROCHESTER | NY | 14610 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $166,750 |
| ROCHESTER REGIONAL COMMUNITY DESIGN CTR | |||||||
| 1115 MAIN ST EAST | ROCHESTER | NY | 14609 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $15,000 |
| TEMPLE B'RITH KODESH | |||||||
| 2131 ELMWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | JEWISH EDUCATION | $100,000 |
| 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 |
| UNIVERSITY OF ROCHESTER | |||||||
| 60 CRITTENDEN BLVD | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | WOLK PROFESSORSHIP | $100,000 |
| UNIVERSITY OF ROCHESTER EASTMAN THEATRE | |||||||
| 26 GIBBS ST | ROCHESTER | NY | 14604 | NONE | 501(C)(3) | ATRIUM RENOVATION | $255,000 |
| WXXI | |||||||
| 280 STATE ST | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | PROGRAMMING | $50,000 |
| CHABAD HOUSE | |||||||
| 36 LATTIMORE ROAD | ROCHESTER | NY | 14620 | NONE | 501(C)(3) | STUDENT CENTER | $25,000 |
| NATIONAL INST - KONAR FUND | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | HOLOCAUST EDUCATION | $5,000 |
| EAST HOUSE | |||||||
| 259 MONROE AVENUE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1200750 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| JEWISH HOME FOUNDATION | |||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | MEMORY CARE UNIT | $400,000 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1000 E HENRIETTA ROAD | ROCHESTER | NY | 14623 | NONE | 501(C)(3) | SCHOLARSHIPS | $225,000 |
| UNIVERSITY OF ROCHESTER EASTMAN THEATRE | |||||||
| 26 GIBBS ST | ROCHESTER | NY | 14604 | NONE | 501(C)(3) | ATRIUM RENOVATION | $900,000 |
| TEMPLE B'RITH KODESH | |||||||
| 2131 ELMWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | JEWISH EDUCATION | $400,000 |
| UNITY HEALTH FOUNDATION | |||||||
| 89 GENESEE STREET | ROCHESTER | NY | 14611 | NONE | 501(C)(3) | ATRIUM | $900,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 60 CRITTENDEN BLVD | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | WOLK PROFESSORSHIP | $900,000 |
| NATIONAL INST - KONAR FUND | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | HOLOCAUST EDUCATION | $5,000 |
| WXXI | |||||||
| 280 STATE ST | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | PROGRAMMING | $200,000 |
| GEVA THEATRE | |||||||
| 75 WOODBURY BLVD | ROCHESTER | NY | 14609 | NONE | 501(C)(3) | WHEEL CHAIR ACCESS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 3955000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $691,493 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $464,629 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,156,122 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1156122 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $8,240 | Amount |
| Net Investment Income | 1648 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6592 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCK & BOND PORTFOLIOS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 23146954 | BookValue |
| EOYFMV | 27995679 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| UTILITIES/TELEPHONE | 711 | 142 | 569 |
| INSURANCE | 2356 | 471 | 1885 |
| OFFICE SUPPLIES | 2548 | 510 | 2038 |
| DUES | 1420 | 284 | 1136 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $81,330 | 81330 | 0 |
| LEGAL/CONSULTING | $3,770 | 754 | 3016 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAXES | $15,748 | 0 | 0 |
| NEW YORK STATE FILING FEE | $750 | 0 | 0 |
Comments