2013-02-14T09:48:40-06:00 2012-06-30 161375790 DEJOY KNAUF & BLOOD LLP 39 STATE STREET SUITE 600 ROCHESTER NY 14614 990 2011-07-01 160868942 JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC JEWI 5854610490 441 EAST AVENUE ROCHESTER NY 14607 LAWRENCE FINE 5854610490 2013-02-13 1 TIMOTHY P THANEY CPA P01231250 5855461840 2013-02-13 2011 2016-03-07 17:11:31Z LAWRENCE FINE 441 EAST AVENUE ROCHESTER NY 14607 6885494 0 X WWW.JEWISHROCHESTER.ORG X 1961 NY FUNDRAISING, PLANNING AND COMMUNITY RELATIONS SERVING THE JEWISH COMMUNITY OF ROCHESTER, NY. 88 87 26 200 0 0 5683534 6236681 14680 136442 360738 276837 182858 229965 6241810 6879925 5262560 4630058 0 0 1592332 1544054 0 0 417519 989114 1088483 7844006 7262595 -1602196 -382670 30509525 29158566 4215853 4293689 26293672 24864877 X THE MISSION OF THE JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER IS TO ENRICH THE QUALITY OF LIFE FOR JEWS IN ROCHESTER, ISRAEL AND AROUND THE WORLD. THE FEDERATION MEETS THIS GOAL THROUGH FINANCIAL RESOURCE DEVELOPMENT, PLANNING, EDUCATION, COMMUNITY RELATIONS, AND VOLUNTEER RECRUITMENT AND TRAINING. THE FEDERATION CONVENES IN AGENCIES, SYNAGOGUES, AND ORGANIZATIONS TO ADDRESS ISSUES OF COMMON CONCERN. TOGETHER, WE TRANSFORM JEWISH TRADITION AND VALUES INTO ACTION. 0 0 4630058 4630058 DISTRIBUTIONS TO BENEFICIARIES - ANNUAL ALLOCATIONS TO QUALIFIED JEWISH ORGANIZATIONS. 306474 EDUCATIONAL SERVICES - PROFESSIONAL DEVELOPMENT PROGRAMS & COURSES FOR TEACHERS, MIDRASH H.S. IN ROCHESTER FOR JEWISH STUDENTS AND EDUCATIONAL PROGRAMS FOR COMMUNITY ON THE HOLOCAUST. 202544 FOUNDATION DEVELOPMENT - PROGRAMS TO ASSIST IN THE DEVELOPMENT AND GROWTH OF JEWISH ORGANIZATIONS. 729604 334307 PLANNING AND BUDGETING, COMMUNITY RELATIONS, CENTER FOR HOLOCAUST AWARENESS, HUMAN RESOURCE DEVELOPMENT, WOMEN'S DIVISION, PASSPORT 2K, ISRAEL, YOUNG LEADERSHIP DIVISION, ETC.) 729604 334307 5868680 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 18 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 88 87 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X JEANINE VENDETTA 5854610490 441 EAST AVENUE ROCHESTER NY 14607 MS CAROLYN G NUSSBAUM 1.00 X X 0 0 0 MS LESLIE CRANE 0.50 X X 0 0 0 DR JACOB FINKELSTEIN 0.50 X X 0 0 0 MR RICHARD L GOLDSTEIN 0.50 X X 0 0 0 MR MARC HAAS 0.50 X X 0 0 0 MR LEWIS NORRY 0.50 X X 0 0 0 MS LORRAINE P WOLCH 0.50 X X 0 0 0 MRS MONA FRIEDMAN KOLKO 0.50 X X 0 0 0 MR JERRY GOLDMAN 0.50 X X 0 0 0 MRS BLANCHE FENSTER 0.50 X X 0 0 0 MR F KENNETH GREENE 0.50 X X 0 0 0 MR LAWRENCE W FINE 37.50 X X 280878 0 26229 MR JOHN W AUGUST 0.50 X 0 0 0 MR REUBEN AUSPITZ 0.50 X 0 0 0 DR RICKI BIRNBAUM 0.50 X 0 0 0 MR DAAN BRAVEMAN 0.50 X 0 0 0 MS RINA CHESSIN 0.50 X 0 0 0 MR DAVID CLAR 0.50 X 0 0 0 MR HOWARD CRANE 0.50 X 0 0 0 MRS ROBERTA FELDMAN 0.50 X 0 0 0 RABBI MATTHEW FIELD 0.50 X 0 0 0 MR ASHER FLAUM 0.50 X 0 0 0 MRS DAPHNE FUTERMAN 0.50 X 0 0 0 MR ELI N FUTERMAN 0.50 X 0 0 0 MS ELYSE GILMAN 0.50 X 0 0 0 MR LAURENCE C GLAZER 0.50 X 0 0 0 MS RACHEL GLAZER 0.50 X 0 0 0 DR DAN GLOWINSKY 0.50 X 0 0 0 MS JOYCELN GOLDBERG-SCHAILBLE 0.50 X 0 0 0 MS DEBORAH GORDON 0.50 X 0 0 0 MR MICHAEL D GROSSMAN 0.50 X 0 0 0 MR FRANK HAGELBERG 0.50 X 0 0 0 MS HARRIETTE HOWITT 0.50 X 0 0 0 RABBI ALAN KATZ 0.50 X 0 0 0 MR DENNIS KESSLER 0.50 X 0 0 0 RABBI SHAYA KILIMNICK 0.50 X 0 0 0 MR DAN KINEL 0.50 X 0 0 0 MR DAVID KLEIN 0.50 X 0 0 0 MR ARNOLD KLINSKY 0.50 X 0 0 0 MR MARK KOLKO 0.50 X 0 0 0 MR HOWARD KONAR 0.50 X 0 0 0 RABBI LAURENCE KOTOK 0.50 X 0 0 0 MR LAURENCE KOVALSKY 0.50 X 0 0 0 MS PAULINA KOVALSKY 0.50 X 0 0 0 MS ESTHER KRAKOWER 0.50 X 0 0 0 MS SUSAN KRAMARSKY 0.50 X 0 0 0 MRS DEBORAH GLANDSMAN 0.50 X 0 0 0 DR STEVEN LEVINSON 0.50 X 0 0 0 MR LIMOR MADEB 0.50 X 0 0 0 MR RICHARD MARKUS 0.50 X 0 0 0 MR DOUGLAS MILLER 0.50 X 0 0 0 MR DAVID MOVSKY 0.50 X 0 0 0 MR MITCHELL NUSBAUM 0.50 X 0 0 0 MS BARBARA ORENSTEIN PRESENT 0.50 X 0 0 0 MR SCOTT ROGOFF 0.50 X 0 0 0 MR MATTHEW ROSENBAUM 0.50 X 0 0 0 MS HANNAH ROSENBLATT 0.50 X 0 0 0 MS NAOMI SILVER 0.50 X 0 0 0 MR RON VON PERLSTEIN 0.50 X 0 0 0 DR ERIC WEINBERG 0.50 X 0 0 0 MR JEREMY WOLK 0.50 X 0 0 0 MR MARVIN WOLK 0.50 X 0 0 0 MR BJ YUDELSON 0.50 X 0 0 0 MR MILES ZATKOWSKY 0.50 X 0 0 0 DR PETER ADELSTEIN 0.50 X 0 0 0 MRS ETTA ATKIN 0.50 X 0 0 0 MR JAY BIRNBAUM 0.50 X 0 0 0 MRS ROBERTA BORG 0.50 X 0 0 0 MR SIMON BRAITMAN 0.50 X 0 0 0 MRS BETH BRUNER 0.50 X 0 0 0 MR JACK ERDLE 0.50 X 0 0 0 MR HAROLD FEINBLOOM 0.50 X 0 0 0 MR PAUL S GOLDBERG 0.50 X 0 0 0 MR JOHN L GOLDMAN 0.50 X 0 0 0 MR BURTON GORDON 0.50 X 0 0 0 MR ROBERT GORDON 0.50 X 0 0 0 MS EILEEN B GROSSMAN 0.50 X 0 0 0 MR WARREN H HEILBRONNER 0.50 X 0 0 0 MS SHEILA KONAR 0.50 X 0 0 0 MR WILLIAM B KONAR 0.50 X 0 0 0 MR MERWYN M KROLL 0.50 X 0 0 0 MR ELLIOTT LANDSMAN 0.50 X 0 0 0 MR BERYL NUSBAUM 0.50 X 0 0 0 MR NATHAN ROBFOGEL 0.50 X 0 0 0 MR JERALD J ROTENBERG 0.50 X 0 0 0 DR MORRIS SHAPIRO 0.50 X 0 0 0 MS LINDA CORNELL WEINSTEIN 0.50 X 0 0 0 MR SEYMOUR WEINSTEIN 0.50 X 0 0 0 JEANINE VENDETTA 37.50 X 84092 0 10929 JAY PODOLSKY 37.50 X 111874 0 13235 476844 0 50393 2 0 1 0 0 541995 5694686 183800 6236681 GRANT INCOME 611600 128767 128767 TUITION INCOME 611600 7675 7675 136442 282406 282406 39125 0 39125 39125 39125 5569 -5569 -5569 -5569 MISCELLANEOUS INCOME 900099 190840 190840 190840 6879925 327282 0 315962 4630058 4630058 268009 67002 93803 107204 1028816 690827 286991 50998 110100 57740 26002 26358 53434 30692 12599 10143 83695 47927 15686 20082 4893 4893 36059 28847 7212 101572 101572 17961 1354 16607 88361 18431 62251 7679 18186 18186 PROGRAMS AND EVENTS 423830 221149 26601 176080 NATIONAL DUES EXPENSE 163282 163282 BAD DEBT EXPENSE 90562 90562 MISCELLANEOUS EXPENSES 50722 12192 37882 648 93055 62461 12267 18327 7262595 5868680 976396 417519 405557 517248 1354970 2620983 2762714 2153696 38694 38554 143034 64699 2354052 1442501 803449 911551 17872627 15357340 5865641 6227162 1262839 1267333 30509525 29158566 482659 335271 3263564 3495659 233165 248234 236465 214525 4215853 4293689 X 14984984 14207429 7043019 6391486 4265669 4265962 26293672 24864877 30509525 29158566 X -382670 -1046125 X X 0 1 1 X 0 X 9122407 5239938 7188401 5683534 6052881 33287161 9122407 5239938 7188401 5683534 6052881 33287161 33287161 486310 486870 351868 370828 282406 1978282 39020 97119 109885 197538 550207 993769 36259212 0.91800 0.93760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78 512279 1283366 9157964 1 1 11308688 460977 -156644 864111 91462 10657448 9748681 596694 1994771 957035 74423 11308688 6344538 61595 3778465 379029 56888 9748681 8539302 201743 -1871827 524680 6344538 0.00000 0.40000 0.60000 0 0 247500 247500 1623299 1312320 310979 483253 130181 353072 911551 ISRAEL BONDS 805000 C HEDGE FUNDS 5422162 F 6227162 AMOUNTS HELD FOR OTHERS 214525 214525 6879925 7262595 -382670 -1046125 -1046125 -1428795 5833800 -1046125 -1046125 6879925 0 6879925 7262595 0 7262595 0 7262595 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT ACTIVITIES OF THE FEDERATION AND RELATED GRANTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FEDERATION IS AN EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE FEDERATION HAS ALSO BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION. THE FEDERATION IS REQUIRED TO FILE ANNUAL RETURNS WITH THE FEDERAL AND NEW YORK STATE TAXING AUTHORITIES. AT JUNE 30, 2012, THE FEDERATION'S FEDERAL AND STATE ANNUAL RETURN ARE NO LONGER SUBJECT EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES FOR THE YEARS PRIOR TO 2009. MANAGEMENT HAS DETERMINED THAT THE FEDERATION HAS NO UNCERTAIN TAX POSITIONS, INCLUDING THE TAX-EXEMPT STATUS OF THE FEDERATION AS OF JUNE 30, 2012. 1 AMERICAN FRIENDS OF YBA 11 BROADWAY SUITE 901 NEW YORK NY 10004 526080692 501(C)(3) 59766 GENERAL PURPOSES ARC FOUNDATION OF MONROE COUNTY 2060 BRIGHTON - HENRIETTA TOWNLINE ROAD ROCHESTER NY 14623 161419196 501(C)(3) 14000 GENERAL PURPOSES BRIGHTON MEMORIAL CHAPEL 3325 WINTON ROAD SOUTH ROCHESTER NY 10016 270119735 501(C)(3) 5250 FUNERAL ASSISTANCE CANCER WELLNESS CONNECTIONS 240 KILLBOURN ROAD ROCHESTER NY 14618 205542461 501(C)(3) 5167 GENERAL PURPOSES CHABAD LUBAVITCH 1037 WINTON ROAD SOUTH ROCHESTER NY 14618 112608573 501(C)(3) 14468 GENERAL PURPOSES HILLEL COMMUNITY DAY SCHOOL 191 FAIRFIELD DRIVE ROCHESTER NY 14620 160743038 501(C)(3) 75000 GENERAL PURPOSES HOCHSTEIN SCHOOL OF MUSIC 50 PLYMOUTH AVENUE NORTH ROCHESTER NY 14614 160768758 501(C)(3) 12300 SUMMER CAMPERSHIP-PRESS AND GENERAL PURPOSES JEWISH COMMUNITY CENTER 1200 EDGEWOOD AVENUE ROCHESTER NY 14618 160743060 501(C)(3) 25525 BOOK FESTIVAL AND GENERAL PURPOSES JEWISH COMMUNITY FEDERATION 441 EAST AVENUE ROCHESTER NY 14607 160868942 501(C)(3) 62189 PASSPORT SERVICES AND GENERAL PURPOSES JEWISH HOME FOUNDATION 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 160743058 501(C)(3) 94921 MARIAN'S HOUSE AND GENERAL PURPOSES JEWISH NATIONAL FUND 221 DERVEN ROAD MERION PA 19066 131659627 501(C)(3) 5118 GENERAL PURPOSES METLIFE INS CO 13045 TESSON FERRY ROAD ST LOUIS MO 63128 135581829 501(C)(3) 8975 GENERAL PURPOSES NATIONAL MUSEUM OF AMERICAN JEWISH MILITARY HISTORY 1811 R STREET NW WASHINGTON DC 20009 520798339 501(C)(3) 5000 GENERAL PURPOSES NAZARETH COLLEGE 4525 EAST AVENUE ROCHESTER NY 14607 160743088 501(C)(3) 20000 GENERAL PURPOSE ORA ACADEMY 600 EAST AVENUE ROCHESTER NY 14607 311562108 501(C)(3) 7000 GENERAL PURPOSES AND SCHOLARSHIP ROCHESTER ORATORIO SOCIETY 1050 EAST AVENUE ROCHESTER NY 14607 166052456 501(C)(3) 25000 GENERAL PURPOSES ROCHESTER PHILHARMONIC ORCHESTRA 108 EAST AVENUE ROCHESTER NY 14604 160765613 501(C)(3) 17650 GENERAL PURPOSES TEMPLE BETH EL 139 WINTON RD S ROCHESTER NY 146102945 160773643 501(C)(3) 53718 GENERAL PURPOSES TEMPLE B'RITH KODESH 2131 ELMWOOD AVENUE ROCHESTER NY 146181021 160743199 501(C)(3) 9780 GENERAL PURPOSES THE METROPOLITAN OPERA 10 LINCOLN CENTER PLAZA NEW YORK NY 10023 131624087 501(C)(3) 650000 BOARD GIFT PLEDGE AND GENERAL SUPPORT UJA FEDERATION 441 EAST AVENUE ROCHESTER NY 14607 160868942 501(C)(3) 517287 ANNUAL CAMPAIGN UNITED WAY 75 COLLEGE AVENUE ROCHESTER NY 146071009 161015782 501(C)(3) 8425 ANNUAL CAMPAIGN UNIVERSITY OF ROCHESTER 300 E RIVER RD STE 208 DEVELOPMENT OFFICE PO BOX 278996 ROCHESTER NY 14627 160743209 501(C)(3) 27500 SCHOOL OF MEDICINE GRANT WXXI 280 STATE ST ROCHESTER NY 14614 160838086 501(C)(3) 8670 GENERAL PURPOSES 24 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS ARE GIVEN TO TAX EXEMPT ORGANIZATIONS IN THE UNITED STATES AFTER CAREFUL REVIEW OF THEIR ACTIVITIES BY MEMBERS OF THE BOARD AND CERTAIN COMMITTEE MEMBERS. JEWISH FEDERATION OF GREATER ROCHESTER REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) BOTH 501 (C) (3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. X X X 0 0 0 0 0 0 0 0 0 MR LAWRENCE W FINE 254304 0 0 0 26574 0 21944 0 4285 0 307107 0 0 0 X 5 410161 FAIR MARKET VALUE X 1 111011 APPRAISED VALUE X COMPUTER SOFTWARE DONATED DISCOUNT 1 72789 COST BASIS 0 1 0 THIRD PARTY USE: PART I, LINE 32B: THE INVESTMENT AND ACCEPTANCE COMMITTEE WILL REVIEW ANY GIFTS PRIOR TO FORMAL ACCEPTANCE. FORM 990, PART VI, SECTION A, LINE 2 CERTAIN DIRECTORS OF THE BOARD ARE MEMBERS OF THE SAME FAMILY AND OTHERS ARE EMPLOYEES OF THE SAME COMPANY. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY SELECT MEMBERS OF THE FINANCE COMMITTEE AND MADE AVAILABLE TO BOARD MEMBERS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS PREPARED ANNUALLY BY EACH MEMBER AND REVIEWED BY THE PRESIDENT OF THE BOARD AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY A SPECIAL SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE AND THE PERSONNEL COMMITTEE CHAIRPERSON MEETING ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION REGARDING THE JEWISH COMMUNITY FEDERATION IS AVAILABLE UPON REQUEST FROM THE ADMINISTRATIVE OFFICES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,046,125. THE FINANCE COMMITTEE ASSUMES OVERSIGHT FOR THE AUDIT AND MAKES RECOMMENDATIONS TO THE BOARD FOR APPROVAL. MICHAEL S ROSEN FOUNDATION 441 EAST AVE ROCHESTER NY 14617 161489035 GRANTMAKING NY 501(C)(3) 11A JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 SIMON AND JOSEPHINE BRAITMAN FAMILY SUPPORTING FOUNDATION 441 EAST AVE ROCHESTER NY 14617 161613897 GRANTMAKING NY 501(C)(3) 11A JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 BINIK-LEWINGER SUPPORTING FOUNDATION 441 EAST AVE ROCHESTER NY 14617 161331066 GRANTMAKING NY 501(C)(3) LINE 11A, I JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 JEWISH WAR VETERANS OF USA MEMORIAL FOUNDATION 441 EAST AVE ROCHESTER NY 14617 161363822 GRANTMAKING NY 501(C)(3) LINE 11A, I JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 THE GUTKIN FAMILY FOUNDATION 441 EAST AVE ROCHESTER NY 14617 161493549 GRANTMAKING NY 501(C)(3) LINE 11A, I JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION 441 EAST AVE ROCHESTER NY 14617 161511792 GRANTMAKING NY 501(C)(3) LINE 11A, I JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 BRODSKY GROSSMAN SUPPORTING FOUNDATION INC 441 EAST AVE ROCHESTER NY 14617 161511860 GRANTMAKING NY 501(C)(3) LINE 11A, I JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 FUTERMAN SUPPORTING FOUNDATION INC 441 EAST AVE ROCHESTER NY 14617 161512426 GRANTMAKING NY 501(C)(3) LINE 11A, I JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 CORTLAND & ELLA BROVITZ FOUNDATION 441 EAST AVE ROCHESTER NY 14617 205392391 GRANTMAKING NY 501(C)(3) LINE 11A, I JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 SHARON AND NEIL NORRY FAMILY 441 EAST AVE ROCHESTER NY 14617 205948486 GRANTMAKING NY 501(C)(3) LINE 11A, I JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 SARA AND MORTON BRODSKY FAMILY FOUNDATION 441 EAST AVE ROCHESTER NY 14617 223265035 GRANTMAKING NY 501(C)(3) LINE 11A, I JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE FUTERMAN SUPPORTING FOUNDATION C 133000 CASH GRANT THE BINIK-LEWINGER SUPPORTING FOUNDATION C 85000 CASH GRANT THE BRAITMAN SUPPORTING FOUNDATION C 60000 CASH GRANT THE KOZEL SUPPORTING FOUNDATION C 59000 CASH GRANT