2012-11-06T08:36:58-06:00 2012-06-30 460475780 GROSSMAN ST AMOUR CPAS PLLC 110 WEST FAYETTE STREET SUITE 900 SYRACUSE NY 13202 990 2011-07-01 161599356 THE JEWISH COMMUNITY FOUNDATION OF CENTRAL NEW YORK INC JEWI 3154452040 5655 THOMPSON RD DEWITT NY 13214 LYNN HSMITH 3154452040 2012-10-22 1 ROGER J BEER CPAABV CVA P00026563 3154221391 2011 2016-02-24 21:20:13Z LYNN HSMITH 5655 THOMPSON RD DEWITT NY 13214 2568962 0 X WWW.JEWISHFOUNDATIONCNY.ORG X 2001 NY INSURE THE CONTINUITY OF JEWISH LIFE IN CENTRAL NEW YORK INTO THE FUTURE. 21 21 1 27 0 0 1001334 903244 0 0 171593 -29309 4160 8727 1177087 882662 594906 976511 0 0 40499 41334 0 0 0 43869 42372 679274 1060217 497813 -177555 5569161 5669262 1279687 1313919 4289474 4355343 TO ENSURE THE CONTINUITY AND VITALITY OF THE JEWISH COMMUNITY 0 0 1023754 976511 GRANTS AND ALLOCATIONS ( SEE ATTACHED SCHEDULE); RELATED EXPENSES TO PROVIDE INFORMATION ABOUT THE JEWISH COMMUNITY PHILANTHROPY 1023754 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 NY X LINDA ALEXANDER 3154452040 5655 THOMPSON ROAD DEWITT NY 13214 WILLIAM BERINSTEIN 1.00 X 0 0 0 WARREN WOLFSON 1.00 X 0 0 0 PAUL SOLOMON 1.00 X 0 0 0 NEIL GOLDBERG 1.00 X 0 0 0 GERSHON VINCOW 1.00 X 0 0 0 DEBRAH SHULMAN 1.00 X 0 0 0 DAVID HOOTNICK 1.00 X 0 0 0 CHERYL SCHOTZ 1.00 X 0 0 0 ALEXANDER HOLSTEIN 1.00 X 0 0 0 STEVEN L SISSKIND 1.00 X 0 0 0 EDGAR GALSON 1.00 X 0 0 0 LESLIE L NEULANDER 1.00 X 0 0 0 MARILYN L PINSKY 1.00 X 0 0 0 VICTOR J HERSHDORFER 1.00 X 0 0 0 FRANCINE BERG 1.00 X 0 0 0 I STEVEN DAVIS 1.00 X 0 0 0 NORMAN POLTENSON 1.00 X 0 0 0 PHILLIP D RUBENSTEIN 1.00 X 0 0 0 LYNN SMITH 7.00 X 0 0 0 LINDA ALEXANDER 35.00 X 33880 0 12461 SHELDON B KRUTH 3.00 X 0 0 0 EDWARD GREEN 3.00 X 0 0 0 33880 0 12461 0 0 0 0 0 903244 296600 903244 86496 86496 1570495 1686300 -115805 -115805 -115805 MISCELLANEOUS 900099 8727 8727 8727 882662 -107078 0 86496 976511 976511 38742 19372 19370 2592 1296 1296 7950 7950 7621 7621 1995 1995 2479 2479 9408 9408 235 235 181 181 PRINTING 5385 5385 TELEPHONE 1927 1445 482 BOOKKEEPING 1677 1677 POSTAGE 1299 1039 260 2215 2215 1060217 1023754 36463 0 382728 265097 1146508 871506 22363 21366 850 1173 1095 313 78 3295372 3917128 721877 593237 5569161 5669262 2567 2823 1277120 1311096 1279687 1313919 X 230172 233038 3977524 4014600 81778 107705 4289474 4355343 5569161 5669262 X -177555 243424 X X 0 1 1 X 0 X 1224101 607955 1033739 1001334 928244 4795373 1224101 607955 1033739 1001334 928244 4795373 0 0 0 4795373 122254 82584 72836 39210 86496 403380 122254 82584 72836 39210 86496 403380 5921 3443 8642 4160 8727 30893 1352276 693982 1115217 1044704 1023467 5229646 0.91700 0.92060 0.07710 0.07400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 134 779218 921173 2375693 1 1 1437321 112241 65930 80338 1535154 1019104 213287 252621 47691 1437321 809241 188160 66005 37202 7100 1019104 761633 262293 -176086 33214 5385 809241 0.94820 0.05180 0 0 1173 1095 78 78 CERTIFICATES OF DEPOSITS 337465 F CORPORATE BONDS 33750 F CHARITABLE GIFT ANNUITIES 112331 F CSV LIFE INSURANCE 109691 F 593237 DUE TO AGENCY ENDOWMENTS 1300533 DUE TO UJC - GIFT ANNUITIES 10563 1311096 882662 1060217 -177555 223360 20064 243424 65869 1126086 223360 20064 243424 882662 0 882662 1060217 0 1060217 0 1060217 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. 1 CONGREGATION BETH SHOLOM CHEVRAS SHAS PO BOX 271 DEWITT NY 13214 166047859 58172 GENERAL SUPPORT FOUNDATION AT MENORAH PARK 4101 E GENESEE ST SYRACUSE NY 13214 222360749 79729 GENERAL SUPPORT JEWISH COMMUNITY CENTER 5655 THOMPSON ROAD DEWITT NY 13214 150539101 70990 GENERAL SUPPORT JEWISH COMMUNITY FNDN OF CNY 5655 THOMPSON ROAD DEWITT NY 13214 161599356 17184 GENERAL SUPPORT SYRACUSE HEBREW DAY SCHOOL 5655 THOMPSON ROAD DEWITT NY 13214 156012139 23878 GENERAL SUPPORT JEWISH FEDERATION OF CENTRAL NEW YORK INC 5655 THOMPSON ROAD DEWITT NY 13214 150543614 101038 GENERAL SUPPORT TEMPLE ADATH YESHURAN 450 KIMBER ROAD SYRACUSE NY 13224 150617396 85935 GENERAL SUPPORT TEMPLE SOCIETY OF CONCORD 910 MADISON STREET SYRACUSE NY 13210 150545840 101726 GENERAL SUPPORT UNITED WAY OF CENTRAL NEW YORK PO BOX 2129 SYRACUSE NY 13220 150532073 10275 GENERAL SUPPORT UPSTATE MEDICAL UFNDT - CHILDREN'S HOSPITAL PO BOX 2129 SYRACUSE NY 13220 161068101 85700 GENERAL SUPPORT SHAAREI TORAH 4313 EAST GENESE STREET SYRACUSE NY 13214 900508861 11570 GENERAL SUPPORT CANCER CONNECTS 5008 BRITTONFIELD PKWY STE 800 EAST SYRACUSE NY 13057 203767018 10000 GENERAL SUPPORT CHABAD LUBAVITCH 825 OSTROM AVENUE SYRACUSE NY 13210 133202093 9325 GENERAL SUPPORT EPSTEIN SCHOOL OF JEWISH STUDIES PO BOX 161 DEWITT NY 13214 161048413 14773 GENERAL SUPPORT HILLEL AT SU 102 WALNUT PLACE SYRACUSE NY 13214 166065279 10294 GENERAL SUPPORT JEWISH FAMILY SERVICE 4101 EAST GENESEE ST SYRACUSE NY 13214 150539102 14660 GENERAL SUPPORT SYRACUSE JEWISH CEMETERIES 7289 SNOWBALL RUN EAST SYRACUSE NY 13057 160971313 83059 GENERAL SUPPORT WORLD NEUROLOGY FOUNDATION 704 ORCHARD HILL PITTSFORD VT 05763 311671603 25000 GENERAL SUPPORT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X 16 296600 QUOTED MARKET PRICE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 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 15A THE 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 19 THE 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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. FORM 990, PART XII,LINE 2C THE 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.