LOUIS S AND MOLLY B WOLK FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS S AND MOLLY B WOLK FOUNDATION (EIN 22-2405596)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201131339349100318
- Schema version
- 2010v3.2
- 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
- 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 | 2011-05-13T09:18:00-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-04-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL C SMITH | Name |
| Phone | 5852256470 | Phone |
| Date Prepared | 2011-04-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 27749646 | 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 | 729264 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 729264 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 576991 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4149526 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 576991 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1306255 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1306255 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 133000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 26600 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 106400 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7945 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1589 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6356 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 75163 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 75043 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 120 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 15323 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 26560 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 5312 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 21248 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 791 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 158 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 633 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4632 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 927 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 3705 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 263414 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 109629 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 138462 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 824403 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 824403 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1087817 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 109629 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 962865 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 218438 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1196626 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 128733 | CashBOY |
| Cash EOY | 6872 | CashEOY |
| Cash EOYFMV | 6872 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 260527 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 635531 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 635531 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 23394603 | InvestmentsOtherBOY |
| Investments Other EOY | 23359898 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 27107243 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 23783863 | TotalAssetsBOY |
| Total Assets EOY | 24002301 | TotalAssetsEOY |
| Total Assets EOYFMV | 27749646 | 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 | -2011586 | RetainedEarningsBOY |
| Retained Earnings EOY | -1793148 | RetainedEarningsEOY |
| Total Net Assets BOY | 23783863 | TotalNetAssetsBOY |
| Total Net Assets EOY | 24002301 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 23783863 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 24002301 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 23783863 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 218438 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 24002301 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 24002301 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (20 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 |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FD INC | P | 2009-09-29 | 2010-02-11 | 237358 | 238652 | -1294 | -1294 |
| 1600 ISHARES MSCI EAFE INDEX FUND | P | 2002-03-05 | 2010-03-23 | 88957 | 63207 | 25750 | 25750 |
| 1900 ISHARES TRUST S&P SMALLCAP | P | 2002-04-30 | 2010-03-23 | 123847 | 93024 | 30823 | 30823 |
| 2000 ISHARES TRUST S&P SMALLCAP 600 GROWTH | P | 2002-04-30 | 2010-03-23 | 124241 | 80861 | 43380 | 43380 |
| 1000 ISHARES TRUST S&P MIDCAP VALUE | P | 2002-01-18 | 2010-03-23 | 72127 | 44670 | 27457 | 27457 |
| 1100 ISHARES TRUST S&P MIDCAP GROWTH | P | 2002-01-18 | 2010-03-23 | 94104 | 61501 | 32603 | 32603 |
| 700 ISHARES TRUST S&P 500 VALUE FUND | P | 2002-04-30 | 2010-03-23 | 39644 | 37317 | 2327 | 2327 |
| 500000 FNMA MTN 5.380 DUE 100298 | P | 2002-05-22 | 2010-11-10 | 568090 | 480505 | 87585 | 87585 |
| 500000 FED FARM CREDIT BK BOND 6.320 | P | 2002-05-23 | 2010-11-10 | 627990 | 515605 | 112385 | 112385 |
| 300000 ANHEUSER BUSCH COS INC 4.70 | P | 2004-06-17 | 2010-11-12 | 316267 | 294596 | 21671 | 21671 |
| 300000 PFIZER INC NTS 4.50 | P | 2004-06-08 | 2010-11-12 | 334252 | 284699 | 49553 | 49553 |
| 500000 TVA 6.25 DUE 121517 | P | 2006-10-13 | 2010-11-12 | 647860 | 554690 | 93170 | 93170 |
| 500 SPDR S&P INTL SMALL CAP | P | 2009-11-25 | 2010-11-19 | 14441 | 12828 | 1613 | 1613 |
| 1300 VANGUARD INTL EQUITY INDEX FD | P | 2009-11-25 | 2010-11-19 | 61109 | 53886 | 7223 | 7223 |
| 900 ISHARES TRUST S&P SMALLCAP 600 VALUE | P | 2002-04-30 | 2010-11-19 | 59425 | 44064 | 15361 | 15361 |
| 900 ISHARES TRUST S&P SMALLCAP GROWTH | P | 2002-04-30 | 2010-11-19 | 60837 | 36387 | 24450 | 24450 |
| 1000 ISHARES TRUST S&P MIDCAP VALUE INDEX | P | 2002-01-18 | 2010-11-19 | 74587 | 44670 | 29917 | 29917 |
| 1000 ISHARES TRUST S&P MIDCAP GROWTH INDEX | P | 2002-01-18 | 2010-11-19 | 94219 | 55910 | 38309 | 38309 |
| 500 ISHARES TRUST S&P 500 INDEX | P | 2002-01-15 | 2010-11-19 | 60171 | 57530 | 2641 | 2641 |
| 450000 FNMA 6.625 DUE 111510 | P | 2002-08-30 | 2010-11-15 | 450000 | 517933 | -67933 | -67933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 576991 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1147573 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 22270736 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051528 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1395694 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 27244120 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051229 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1584690 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 30661235 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051684 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1515309 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 29126798 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052025 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1428670 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 27781509 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051425 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.257891 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051578 | AverageDistributionRatio |
| Net Noncharitable Assets | 25421815 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1311206 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 11966 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1323172 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 962865 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 23933 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 23933 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 23933 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 15600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 15600 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 56 | PenaltyForUnderpayment |
| Tax Due | 8389 | TaxDue |
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 | 18000 | 0 | 0 |
| MARVIN L WOLK | ||||||||
| 35 SOUTHWOOD LANE | ROCHESTER | NY | 14618 | TRUSTEE/MANAGER | 10.00 | 43000 | 0 | 0 |
| ALVIN L URELES MD | ||||||||
| 160 GEORGIAN COURT | ROCHESTER | NY | 14610 | CHAIRMAN | 3.00 | 18000 | 0 | 0 |
| MICHAEL B BERGER | ||||||||
| 4 ROYAL WOODS COURT | BUFFALO | NY | 14421 | TRUSTEE | 3.00 | 18000 | 0 | 0 |
| HAROLD SAMLOFF | ||||||||
| 5 LINDEN COVE | PITTSFORD | NY | 14534 | TRUSTEE | 3.00 | 18000 | 0 | 0 |
| JEREMY WOLK | ||||||||
| 2 SOUTHERN PARKWAY | ROCHESTER | NY | 14618 | TRUSTEE | 3.00 | 18000 | 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 | 25808949 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 25808949 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 25808949 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 387134 | CashDeemedCharitable |
| Net Noncharitable Assets | 25421815 | NetNoncharitableAssets |
| Minimum Investment Return | 1271091 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1271091 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 23933 | TaxBasedOnInvestmentIncome |
| Total Tax | 23933 | TotalTax |
| Distributable Amount Before Adj | 1247158 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1247158 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1247158 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 962865 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 962865 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 962865 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1247158 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 13740 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 95595 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 81844 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 57634 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 56382 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 305195 | TotalExcessDistriCarryover |
| Qualifying Distributions | 962865 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 962865 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 284293 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 284293 | ExcessDistriCyovAppliedCY |
| Total Corpus | 20902 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 20902 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 20902 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE GRANTS COMMITTEE THE LOUIS S AN | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| RGH FOUNDATION | |||||||
| 1299 PORTLAND AVE | ROCHESTER | NY | 14621 | NONE | 501(C)(3) | EMERGENCY DEPARTMENT EXPANSION | $200,000 |
| DOWNSTAIRS CABARET | |||||||
| 20 WINDSOR ST | ROCHESTER | NY | 14605 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $35,000 |
| CHILDRENS AGENDA | |||||||
| 500 EAST AVE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 |
| UNITED WAY | |||||||
| 75 COLLEGE AVE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 |
| HILLEL OF ROCHESTER AREA COLLEGES | |||||||
| RC BOX 270501 | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $14,403 |
| CENTER FOR TEEN EMPOWERMENT | |||||||
| 17 LIBERTY POLE WAY | ROCHESTER | NY | 14604 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $12,000 |
| HIGHLAND HOSPITAL FOUNDATION | |||||||
| 1000 SOUTH AVENUE | ROCHESTER | NY | 14620 | NONE | 501(C)(3) | EMERGENCY DEPARTMENT EXPANSION | $200,000 |
| JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER | |||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | ANNUAL CAMPAIGN | $50,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 60 CRITTENDEN BLVD | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | WOLK PROFESSORSHIP | $100,000 |
| ROCHESTER REGIONAL COMMUNITY DESIGN CTR | |||||||
| 1115 MAIN ST EAST | ROCHESTER | NY | 14609 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $20,000 |
| NATIONAL INST - KONAR FUND | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | HOLOCAUST EDUCATION | $20,000 |
| NUMEROUS GRANTS DETAIL AVAILABLE ON REQUEST | |||||||
| 1600 EAST AVE | ROCHESTER | NY | 14610 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $143,000 |
| TEMPLE BETH AM | |||||||
| 3249 E HENRIETTA RD | HENRIETTA | NY | 14467 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 824403 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CAMP SENECA LAKE | |||||||
| 1200 EDGEWOOD AVE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $150,000 |
| UNIVERSITY OF ROCHESTER EASTMAN THEATRE | |||||||
| 26 GIBBS ST | ROCHESTER | NY | 14604 | NONE | 501(C)(3) | ATRIUM RENOVATION | $1,500,000 |
| RGH FOUNDATION | |||||||
| 1299 PORTLAND AVE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | EMERGENCY DEPARTMENT EXPANSION | $200,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 60 CRITTENDEN BLVD | ROCHESTER | NY | 14627 | NONE | 501(C)(3) | WOLK PROFESSORSHIP | $1,100,000 |
| NATIONAL INST - KONAR FUND | |||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | HOLOCAUST EDUCATION | $30,000 |
| WXXI | |||||||
| 280 STATE ST | ROCHESTER | NY | 14614 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 3030000 | 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 | $729,264 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $576,991 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,306,255 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1306255 | 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 | $7,945 | Amount |
| Net Investment Income | 1589 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6356 | 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 | 23359898 | BookValue |
| EOYFMV | 27107243 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| UTILITIES/TELEPHONE | 608 | 122 | 486 |
| INSURANCE | 2356 | 471 | 1885 |
| OFFICE SUPPLIES | 973 | 195 | 778 |
| DUES | 695 | 139 | 556 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $75,013 | 75013 | 0 |
| CUSTODIAL FEES | $150 | 30 | 120 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAXES | $14,573 | 0 | 0 |
| NEW YORK STATE FILING FEE | $750 | 0 | 0 |
Comments