JEWISH COMMUNITY FOUNDATION OF: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JEWISH COMMUNITY FOUNDATION OF (EIN 16-1599356)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-06
IRS object ID
201243119349300704
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-06T08:36:58-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN460475780EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GROSSMAN ST AMOUR CPAS PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1110 WEST FAYETTE STREET SUITE 900AddressLine1
CitySYRACUSECity
StateNYState
ZIP Code13202ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN161599356EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE JEWISH COMMUNITY FOUNDATION OFBusinessNameLine1
Business Name Line2CENTRAL NEW YORK INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone3154452040Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15655 THOMPSON RDAddressLine1
CityDEWITTCity
StateNYState
ZIP Code13214ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLYNN HSMITHName
TitleCHAIRMANTitle
Phone3154452040Phone
Date Signed2012-10-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROGER J BEER CPAABV CVAName
PTINP00026563PTIN
Phone3154221391Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonLYNN HSMITHNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line15655 THOMPSON RDAddressLine1
CityDEWITTCity
StateNYState
ZIP Code13214ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2568962GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.JEWISHFOUNDATIONCNY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2001YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionINSURE THE CONTINUITY OF JEWISH LIFE IN CENTRAL NEW YORK INTO THE FUTURE.ActivityOrMissionDescription
Nbr Voting Members Governing Body21NbrVotingMembersGoverningBody
Nbr Independent Voting Members21NbrIndependentVotingMembers
Total Nbr Employees1TotalNbrEmployees
Total Nbr Volunteers27TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1001334ContributionsGrantsPriorYear
Contributions Grants Current Year903244ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year171593InvestmentIncomePriorYear
Investment Income Current Year-29309InvestmentIncomeCurrentYear
Other Revenue Prior Year4160OtherRevenuePriorYear
Other Revenue Current Year8727OtherRevenueCurrentYear
Total Revenue Prior Year1177087TotalRevenuePriorYear
Total Revenue Current Year882662TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year594906GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY976511GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year40499SalariesEtcPriorYear
Salaries Etc Current Year41334SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year43869OtherExpensePriorYear
Other Expenses Current Year42372OtherExpensesCurrentYear
Total Expenses Prior Year679274TotalExpensesPriorYear
Total Expenses Current Year1060217TotalExpensesCurrentYear
Revenues Less Expenses Prior Year497813RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-177555RevenuesLessExpensesCY
Total Assets BOY5569161TotalAssetsBOY
Total Assets EOY5669262TotalAssetsEOY
Total Liabilities BOY1279687TotalLiabilitiesBOY
Total Liabilities EOY1313919TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4289474NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4355343NetAssetsOrFundBalancesEOY
Mission DescriptionTO ENSURE THE CONTINUITY AND VITALITY OF THE JEWISH COMMUNITYMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1023754Expense
Grants976511Grants
DescriptionGRANTS AND ALLOCATIONS ( SEE ATTACHED SCHEDULE); RELATED EXPENSES TO PROVIDE INFORMATION ABOUT THE JEWISH COMMUNITY PHILANTHROPYDescription
Total Program Service Expense1023754TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees1NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members21NbrVotingGoverningBodyMembers
Number Independent Voting Members21NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons0AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement0RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1LINDA ALEXANDERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3154452040TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15655 THOMPSON ROADAddressLine1
CityDEWITTCity
StateNYState
ZIP Code13214ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (22 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
WILLIAM BERINSTEIN
TRUSTEE1.00X000
WARREN WOLFSON
TRUSTEE1.00X000
PAUL SOLOMON
TRUSTEE1.00X000
NEIL GOLDBERG
TRUSTEE1.00X000
GERSHON VINCOW
TRUSTEE1.00X000
DEBRAH SHULMAN
TRUSTEE1.00X000
DAVID HOOTNICK
TRUSTEE1.00X000
CHERYL SCHOTZ
TRUSTEE1.00X000
ALEXANDER HOLSTEIN
TRUSTEE1.00X000
STEVEN L SISSKIND
TRUSTEE1.00X000
EDGAR GALSON
TRUSTEE1.00X000
LESLIE L NEULANDER
TRUSTEE1.00X000
MARILYN L PINSKY
TRUSTEE1.00X000
VICTOR J HERSHDORFER
TRUSTEE1.00X000
FRANCINE BERG
TRUSTEE1.00X000
I STEVEN DAVIS
TRUSTEE1.00X000
NORMAN POLTENSON
TRUSTEE1.00X000
PHILLIP D RUBENSTEIN
TRUSTEE1.00X000
LYNN SMITH
CHAIRMAN7.00000X
LINDA ALEXANDER
EXECUTIVE DIREC35.0033880012461X
SHELDON B KRUTH
SEC/TREAS3.00000X
EDWARD GREEN
VP FINANCE3.00000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org33880TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation12461TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions903244AllOtherContributions
Noncash Contributions296600NoncashContributions
Total Contributions903244TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column86496TotalRevenueColumn
Exclusion$86,496ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1570495Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1686300Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-115805Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-115805TotalRevenueColumn
Related Or Exempt Function Income-115805RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column8727TotalRevenueColumn
Related Or Exempt Function Income8727RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue8727TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column882662TotalRevenueColumn
Related Or Exempt Function Income-107078RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$86,496ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total976511Total
Program Services976511ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total38742Total
Program Services19372ProgramServices
Management And General19370ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2592Total
Program Services1296ProgramServices
Management And General1296ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total7950Total
Management And General7950ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total7621Total
Program Services7621ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1995Total
Management And General1995ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total2479Total
Management And General2479ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total9408Total
Program Services9408ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total235Total
Management And General235ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total181Total
Management And General181ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
PRINTING53855385
TELEPHONE19271445482
BOOKKEEPING16771677
POSTAGE12991039260

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2215Total
Management And General2215ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1060217Total
Program Services1023754ProgramServices
Management And General36463ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY382728BOY
EOY265097EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1146508BOY
EOY871506EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY22363BOY
EOY21366EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
EOY850EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1173LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1095LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY313BOY
EOY78EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY3295372BOY
EOY3917128EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY721877BOY
EOY593237EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY5569161BOY
EOY5669262EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2567BOY
EOY2823EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1277120BOY
EOY1311096EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1279687BOY
EOY1313919EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY230172BOY
EOY233038EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3977524BOY
EOY4014600EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY81778BOY
EOY107705EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4289474BOY
EOY4355343EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5569161BOY
EOY5669262EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-177555ReconcilationRevenueExpenses
Reconcilation Other Changes243424ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1224101CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years607955CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1033739CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1001334CurrentTaxYearMinus1Year
Current Tax Year928244CurrentTaxYear
Total4795373Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1224101CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years607955CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1033739CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1001334CurrentTaxYearMinus1Year
Current Tax Year928244CurrentTaxYear
Total4795373Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total5094795373PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years122254CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years82584CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years72836CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year39210CurrentTaxYearMinus1Year
Current Tax Year86496CurrentTaxYear
Total403380Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years122254CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years82584CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years72836CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year39210CurrentTaxYearMinus1Year
Current Tax Year86496CurrentTaxYear
Total403380Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5921CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3443CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8642CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4160CurrentTaxYearMinus1Year
Current Tax Year8727CurrentTaxYear
Total30893Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1352276CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years693982CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1115217CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1044704CurrentTaxYearMinus1Year
Current Tax Year1023467CurrentTaxYear
Total5229646Total
FieldValueIRS element (for citing)
Public Support Percentage5090.91700PublicSupportPercentage509
Prior Year Support Percentage0.92060PriorYearSupportPercentage
Investment Income Percentage0.07710InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.07400PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held134NumberDAFsHeld
Donor Advised Contributions779218DonorAdvisedContributions
Grants Paid From Donor Funds921173GrantsPaidFromDonorFunds
Aggregate DAF Value2375693AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1437321BeginningOfYearBalance
Contributions112241Contributions
Investment Earnings Or Losses65930InvestmentEarningsOrLosses
Grants Or Scholarships80338GrantsOrScholarships
End Of Year Balance1535154EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1019104BeginningOfYearBalance
Contributions213287Contributions
Investment Earnings Or Losses252621InvestmentEarningsOrLosses
Grants Or Scholarships47691GrantsOrScholarships
End Of Year Balance1437321EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance809241BeginningOfYearBalance
Contributions188160Contributions
Investment Earnings Or Losses66005InvestmentEarningsOrLosses
Grants Or Scholarships37202GrantsOrScholarships
Administrative Expenses7100AdministrativeExpenses
End Of Year Balance1019104EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance761633BeginningOfYearBalance
Contributions262293Contributions
Investment Earnings Or Losses-176086InvestmentEarningsOrLosses
Grants Or Scholarships33214GrantsOrScholarships
Administrative Expenses5385AdministrativeExpenses
End Of Year Balance809241EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.94820BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.05180PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1173OtherCostOrOtherBasis
Depreciation1095Depreciation
Book Value78BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings78TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
CERTIFICATES OF DEPOSITS337465F
CORPORATE BONDS33750F
CHARITABLE GIFT ANNUITIES112331F
CSV LIFE INSURANCE109691F
FieldValueIRS element (for citing)
Total Of Book Value Securities593237TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DUE TO AGENCY ENDOWMENTS$1,300,533
DUE TO UJC - GIFT ANNUITIES$10,563
FieldValueIRS element (for citing)
Total Of Amounts1311096TotalOfAmounts
Total Revenue882662TotalRevenue
Total Expenses1060217TotalExpenses
Excess Or Deficit For Year-177555ExcessOrDeficitForYear
Net Unrealized GL On Investments223360NetUnrealizedGLOnInvestments
Other$20,064OtherAmount
Total Adjustments243424TotalAdjustments
Excess Or Deficit Per FS65869ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1126086TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments223360NetUnrealizedGainsInvestments
Other Revenues20064OtherRevenues
Revenue Not Rptd F990243424RevenueNotRptdF990
Revenue Subtotal882662RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990882662TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1060217TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal1060217ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901060217TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:FOR UNRESTRICTED ENDOWMENT FUNDS, DISTRIBUTIONS OF INCOME AND PRINCIPAL ARE MADE ACCORDING TO THE BYLAWS OF THE FOUNDATION ONLY TO THE SYRACUSE JEWISH FEDERATION UNLESS THE EXECUTIVE COMMITTEE OF THE FEDERATION CONSENTS TO A DISTRIBUTION TO ANOTHER CHARITABLE ORGANIZATION. FOR RESTRICTED ENDOWMENT FUNDS, DISTRIBUTIONS ARE MADE FOLLOWING THE DIRECTIONS OF THE DONOR.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:IN ACCORDANCE WITH THE DISCLOSURE PROVISIONS OF FASB ASC SUB-TOPIC 740-19 WHICH ADDRESSES ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF AND FOR THE YEAR ENDED JUNE 30,2012. IT IS THE FOUNDATION'S POLICY TO RECOGNIZE ANY INTEREST AND PENALTIES IN THE PROVISION FOR TAXES. AS OF JUNE 30, 2012, THE TAX YEARS ENDING JUNE 30, 2009 AND LATER ARE SUBJECT TO EXAMINATION BY MAJOR TAXING JURISDICTIONS.
PART XI, LINE 8 - OTHER ADJUSTMENTS:INCREASE IN CHARITABLE GIFT ANNUITY 19,243. INCREASE IN CSV OF LIFE INSURANCE 821. TOTAL TO SCHEDULE D, PART XI, LINE 8: 20,064.
PART XII, LINE 2D - OTHER ADJUSTMENTS:INCREASE IN CSV LIFE INSURANCE 821. INCREASE IN CHARITABLE GIFT ANNUITY 19,243.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (18 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
CONGREGATION BETH SHOLOM CHEVRAS SHAS
PO BOX 271DEWITTNY1321416604785958172GENERAL SUPPORT
FOUNDATION AT MENORAH PARK
4101 E GENESEE STSYRACUSENY1321422236074979729GENERAL SUPPORT
JEWISH COMMUNITY CENTER
5655 THOMPSON ROADDEWITTNY1321415053910170990GENERAL SUPPORT
JEWISH COMMUNITY FNDN OF CNY
5655 THOMPSON ROADDEWITTNY1321416159935617184GENERAL SUPPORT
SYRACUSE HEBREW DAY SCHOOL
5655 THOMPSON ROADDEWITTNY1321415601213923878GENERAL SUPPORT
JEWISH FEDERATION OF CENTRAL NEW YORK INC
5655 THOMPSON ROADDEWITTNY13214150543614101038GENERAL SUPPORT
TEMPLE ADATH YESHURAN
450 KIMBER ROADSYRACUSENY1322415061739685935GENERAL SUPPORT
TEMPLE SOCIETY OF CONCORD
910 MADISON STREETSYRACUSENY13210150545840101726GENERAL SUPPORT
UNITED WAY OF CENTRAL NEW YORK
PO BOX 2129SYRACUSENY1322015053207310275GENERAL SUPPORT
UPSTATE MEDICAL UFNDT - CHILDREN'S HOSPITAL
PO BOX 2129SYRACUSENY1322016106810185700GENERAL SUPPORT
SHAAREI TORAH
4313 EAST GENESE STREETSYRACUSENY1321490050886111570GENERAL SUPPORT
CANCER CONNECTS
5008 BRITTONFIELD PKWY STE 800EAST SYRACUSENY1305720376701810000GENERAL SUPPORT
CHABAD LUBAVITCH
825 OSTROM AVENUESYRACUSENY132101332020939325GENERAL SUPPORT
EPSTEIN SCHOOL OF JEWISH STUDIES
PO BOX 161DEWITTNY1321416104841314773GENERAL SUPPORT
HILLEL AT SU
102 WALNUT PLACESYRACUSENY1321416606527910294GENERAL SUPPORT
JEWISH FAMILY SERVICE
4101 EAST GENESEE STSYRACUSENY1321415053910214660GENERAL SUPPORT
SYRACUSE JEWISH CEMETERIES
7289 SNOWBALL RUNEAST SYRACUSENY1305716097131383059GENERAL SUPPORT
WORLD NEUROLOGY FOUNDATION
704 ORCHARD HILLPITTSFORDVT0576331167160325000GENERAL SUPPORT

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: THE FOUNDATION REQUIRES THAT ANY NON-PROFIT ORGANIZATION RECEIVING A RESTRICTED GIFT PROVIDE A RECONCILIATION OF HOW THE FUNDS WERE SPENT. UNRESTRICTED GIFTS REQUIRE ONLY A NOTE FROM THE NON-PROFIT ORGANIZATION THAT THE FUNDS WERE RECEIVED. GIFTS MADE FROM DONOR-ADVISED FUNDS ARE SENT WITH A LETTER STATING THAT THE FUNDS ARE TO BE FULLY USED FOR CHARITABLE PURPOSES ONLY AND IF APPLICABLE THE DONORS SUGGESTION FOR THE USE OF THE DONATION.Explanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions16NumberOfContributions
Noncash Contribs Rptd F990296600NoncashContribsRptdF990
Method Of Determining RevenuesQUOTED MARKET PRICEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11THE 990 IS REVIEWED WITH THE EXECUTIVE BOARD FIRST AND THEN PRESENTED TO THE ENTIRE BOARD OF TRUSTEES AT A QUARTERLY BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE BOARD REVIEWS THE PROPOSED BUDGET IN THE SPRING OF EACH YEAR, INCLUDING THE EXECUTIVE DIRECTOR'S SALARY AND HAS A DISCUSSION WITHOUT THE DIRECTOR IN ATTENDANCE. THE EXECUTIVE DIRECTOR'S SALARY IS THEN PRESENTED AT THE APRIL BOARD OF TRUSTEES FOR APPROVAL AFTER THE DIRECTOR EXCUSES HERSELF FROM THE MEETING.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON GUIDESTAR'S WEBSITE. ADDITIONAL INFORMATION SUCH AS THEIR GOVERNING DOCUMENTS ARE AVAILABLE AT THE FOUNDATION'S OFFICE UPON REQUEST.
FORM 990, PART XI, LINE 5:NET UNREALIZED GAINS ON INVESTMENTS: 223,360. INCREASE IN CHARITABLE GIFT ANNUITY 19,243. INCREASE IN CSV OF LIFE INSURANCE 821. TOTAL TO FORM 990, PART XI, LINE 5: 243,424.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII,LINE 2CTHE MANAGEMENT COMMITTEE OF THE FOUNDATION ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT SAME AS IN PRIOR YEARS.

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