2011-05-13T11:35:37-05:00 2010-06-30 DeJoy Knauf & Blood LLP 39 State Street Suite 600 Rochester NY 14614 990 2009-07-01 160868942 Jewish Community Federation of Greater Rochester NY Inc JEWI 5854610490 441 East Avenue Rochester NY 14607 Lawrence Fine 5854610490 2011-05-13 1 Timothy P Thaney CPA 5855461840 2011-05-13 2009 2016-02-24 21:20:13Z Lawrence Fine 441 East Avenue Rochester NY 14607 7582891 0 X www.jewishrochester.org X 1961 NY Fundraising, planning and community relations serving the Jewish Community of Rochester, NY. 90 89 26 200 0 0 5239938 7187329 28418 16725 465323 267880 97119 110957 5830798 7582891 4568927 3444420 0 1629197 1613496 0 382209 1122499 936447 7320623 5994363 -1489825 1588528 24138144 27381251 4004196 3933885 20133948 23447366 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 3444420 Distributions to beneficiaries - Annual allocations to qualified Jewish organizations. 279306 Educational services - Professional development programs & courses for teachers, Midrash H.S. in Rochester for Jewish students and educational programs for community on the Holocaust. 165475 Foundation development - Programs to assist in the development and growth of Jewish organizations. 719119 Planning and budgeting - Social research and planning fact finding and intra-agency cooperation and coordination Center for Holocaust awareness Community relations Human resource development Women's division IsrAEl Young leadership division P2K 719119 4608320 1 1 0 0 1 0 0 0 1 1 1 0 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 1 19 0 1 26 1 0 1 CJ 0 0 0 1 1 0 0 0 0 0 0 90 89 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 DR PETER ADELSTEIN 0.50 X 0 0 0 Mrs Etta Atkin 0.50 X 0 0 0 Mr Reuben Auspitz 0.50 X 0 0 0 Dr Ricki 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 Mr Daan Braveman 0.50 X 0 0 0 Mrs Beth Bruner 0.50 X 0 0 0 Mr David Clar 0.50 X 0 0 0 Ms Donna Cohen 0.50 X 0 0 0 Ms Leslie Crane 0.50 X X 0 0 0 Mr Jack Erdle 0.50 X 0 0 0 Mr Harold Feinbloom 0.50 X 0 0 0 Mr David Feldman 0.50 X 0 0 0 Mrs Blanche Fenster 0.50 X X 0 0 0 Rabbi Matthew Field 0.50 X 0 0 0 Dr Jacob Finkelstein 0.50 X 0 0 0 Mr Asher Flaum 0.50 X 0 0 0 Dr Deborah Friedman 0.50 X 0 0 0 Mr Ronald Furman 0.50 X 0 0 0 Mr Eli N Futerman 0.50 X 0 0 0 Mr Steven Gersz 0.50 X 0 0 0 Mr Laurence Glazer 0.50 X 0 0 0 Ms Rachel Glazer 0.50 X 0 0 0 Dr Daniel Glowinsky 0.50 X 0 0 0 Mr Paul Goldberg 0.50 X 0 0 0 Mr Jerry Goldman 0.50 X 0 0 0 Mr John L Goldman 0.50 X 0 0 0 Mr Richard Goldstein 0.50 X X 0 0 0 Mr Burton Gordon 0.50 X 0 0 0 Mr Robert Gordon 0.50 X 0 0 0 Mr F Kenneth Greene 0.50 X 0 0 0 Ms Eileen B Grossman 0.50 X 0 0 0 Mr Howard J Grossman 0.50 X X 0 0 0 Mr Michael D Grossman 0.50 X X 0 0 0 Mrs Rochelle Gutkin 0.50 X 0 0 0 Mr Marc Haas 0.50 X X 0 0 0 Mr Frank Hagelberg 0.50 X 0 0 0 Ms Helen Hecker 0.50 X 0 0 0 Mr Warren H Heilbronner 0.50 X 0 0 0 Ms Harriette Howitt 0.50 X 0 0 0 Ms Wendy Howitt 0.50 X 0 0 0 Mr Dennis Kessler 0.50 X 0 0 0 Mr Alan Kinel 0.50 X 0 0 0 Mr David Klein 0.50 X 0 0 0 Mr Burton Kleinman 0.50 X 0 0 0 Mr Arnold Klinsky 0.50 X 0 0 0 Mrs Mona Friedman Kolko 0.50 X X 0 0 0 Mr Howard Konar 0.50 X X 0 0 0 Mrs Sheila Konar 0.50 X 0 0 0 Mr William B Konar 0.50 X 0 0 0 Ms Susan Kramarsky 0.50 X 0 0 0 Mr Merwyn M Kroll 0.50 X 0 0 0 Mrs Deborah GLandsman 0.50 X 0 0 0 Mr Elliott Landsman 0.50 X 0 0 0 Mr William Levine 0.50 X 0 0 0 Dr Steven Levinson 0.50 X 0 0 0 Mr Richard Markus 0.50 X 0 0 0 Mr Charles Mills 0.50 X 0 0 0 Mr Lee Moss 0.50 X 0 0 0 Mr Beryl Nusbaum 0.50 X 0 0 0 Ms Barbara Orenstein Present 0.50 X 0 0 0 Mr Nathan Robfogel 0.50 X 0 0 0 Mr Jerald Rotenberg 0.50 X 0 0 0 Mr Irving Ruderman 0.50 X 0 0 0 Dr Morris Shapiro 0.50 X 0 0 0 Mr Justin Vigdor 0.50 X 0 0 0 Dr Eric Weinberg 0.50 X 0 0 0 Mr Seymour Weinstein 0.50 X 0 0 0 Ms Linda Cornell Weinstein 0.50 X 0 0 0 Ms Lorraine P Wolch 0.50 X 0 0 0 Mr Marvin Wolk 0.50 X 0 0 0 Mrs BJ Yudelson 0.50 X 0 0 0 Dr Maurice Zauderer 0.50 X 0 0 0 Mr Jay birnbaum 0.50 X 0 0 0 HANNAH ROSENBLATT 0.50 X X 0 0 0 Dr Judith Bulin 0.50 X 0 0 0 Rina Chessin 0.50 X 0 0 0 Janet Fink 0.50 X 0 0 0 James Grossman 0.50 X 0 0 0 Jayme Hurwitz 0.50 X 0 0 0 Rabbi Alan Katz 0.50 X 0 0 0 Paulina Kovalsky 0.50 X 0 0 0 Dr Earl Krakower 0.50 X 0 0 0 Marshall Lesser 0.50 X 0 0 0 Merle Markus 0.50 X 0 0 0 Laura Seide 0.50 X 0 0 0 Lewis Norry 0.50 X X 0 0 0 Carolyn Nussbaum 0.50 X X 0 0 0 Mr Lawrence W Fine 37.50 X X 263970 0 23583 Jeanine Vendetta 37.50 X 88750 0 12554 Jay Podolsky 37.50 X 110000 0 12830 Judith Azoff 37.50 X 109000 0 13846 571720 0 62813 3 0 1 0 0 885087 6302242 7187329 Tuition and Grant Inco 611600 16725 16725 16725 261868 261868 39020 39020 39020 39020 6012 6012 6012 6012 Miscellaneous Income 900099 71937 71937 71937 7582891 88662 0 306900 3444420 3444420 346538 86635 121288 138615 986526 646736 287808 51982 118485 61870 25117 31498 75813 43417 17861 14535 86134 44829 15879 25426 32121 25697 6424 8872 8872 105353 105353 29802 1596 28206 82844 10500 67968 4376 18186 18186 Programs and Events 288247 173805 19838 94604 National Dues Expense 159315 159315 Bad Debt Expense 83955 83955 miscellaneous 33776 4873 27116 1787 equipment rentals, repa 29659 24220 2544 2895 64317 39722 8104 16491 5994363 4608320 1003834 382209 1026669 710823 850355 693725 3222763 3268122 39948 39488 66738 53164 2190697 1318519 915582 872178 12666859 15233655 4305693 5401796 1043537 1108300 24138144 27381251 150203 97587 3482038 3463085 141715 169256 230240 203957 4004196 3933885 X 13789410 13698685 4034494 5815241 2310044 3933440 20133948 23447366 24138144 27381251 X 0 1 1 X 0 X 7768426 12189774 9122407 5239938 7188401 41508946 7768426 12189774 9122407 5239938 7188401 41508946 41508946 266161 386287 486310 486870 351868 1977496 75665 99510 39020 97119 109885 421199 43907641 0.94540 0.94870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97 840467 754233 9533101 1 1 6344538 61595 3778465 379029 56888 9748681 8539302 201743 -1871827 524680 6344538 0.00000 0.40000 0.60000 0 0 136500 136500 1623299 1196084 427215 430898 122435 308463 872178 Israel Bonds 790500 C hedge funds 4611296 F 5401796 Amounts Held for Others 203957 203957 7582891 5994363 1588528 1724890 1724890 3313418 9307781 1724890 1724890 7582891 0 7582891 5994363 0 0 5994363 0 0 5994363 Part X: Description of Uncertain Tax Positions Under FIN 48: 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, 2010, the Federation's federal and state annual return remain open for examination by the respective taxing authorities for the 2007 through 2010 fiscal years. Management has determined that the Federation has no uncertain tax positions, including the tax-exempt status of the Federation as of June 30, 2010. 1 Geva Theater 75 Woodbury Boulevard Rochester NY 14607 237202906 501(c)(3) 7500 General purposes. HILLEL SCHOOL Inc 191 Fairfield Drive Rochester NY 14620 160743038 501(c)(3) 9600 General purposes. JEWISH COMMUNITY CENTER of Greater ROchester Inc 1200 Edgewood Avenue Rochester NY 14618 160743060 501(c)(3) 40000 General purposes. JEWISH FAMILY SERVICE of Rochester Inc 441 East Avenue rochester NY 14607 160743059 501(c)(3) 47113 General purposes. JEWISH HOME & Infirmary of Rochester NY Inc 2021 Winton Road South Rochester NY 14618 160743058 501(c)(3) 16630 General purposes. Memorial Art Gallery 500 University Avenue rochester NY 14607 160743209 501(c)(3) 10000 General purposes. National Ramah Commission 3080 Broadway new york NY 10027 136161110 501(c)(3) 11200 For support of Camp Ramah. Rochester Area Community Foundation 500 East Avenue rochester NY 14607 237250641 501(c)(3) 10500 General purposes. Rochester Philharmonic Orchestra 108 East Avenue rochester NY 14604 160765613 501(c)(3) 23350 General purposes. Temple Beth El 139 winton road south rochester NY 14610 160773643 72649 For general purposes. Temple B'rith Kodesh 2131 elmwood avenue rochester NY 14618 160743199 501(c)(3) 24415 General purposes. UNITED WAY of Greater ROchester Inc 75 College Avenue Rochester NY 14607 161015782 501(c)(3) 11275 Annual campaign. University of Rochester 300 Wilson Boulevard Rochester NY 14627 160743209 501(c)(3) 5525 School of Medicine contribution. WXXI Public Broadcasting Council 280 state street rochester NY 14603 160838086 501(c)(3) 13520 For general purposes. St Peters Hospital 315 SOuth Manning Blvd Albany NY 12208 141348692 501(c)(3) 25000 General purpose ben porat yosef 243 Frisch COurt Paramus NJ 07652 223688043 501(c)(3) 11500 Annual Campaign Congregation Ahavath Beth Israel 11 North Latah Street Boise ID 83706 311554282 6000 General purpose David HOCHSTEIN Memorial Music SCHOOL Inc 50 Plymouth Avenue North Rochester NY 14614 160768758 501(c)(3) 21250 General purposes. Perry Public Library 70 N Main Street Perry NY 14530 522358707 5000 General purposes. UNION FOR REFORM JUDaISM 633 THird Avenue new york NY 10017 131663143 501(c)(3) 8350 Annual campaign UNited States Holocasust Memorial Council 100 Raoul Wallenberg Pl Sw Washington DC 20024 521309391 501(c)(3) 12200 General purposes. Machon Maayan 3209 Avenue L Brooklyn NY 11210 320283127 501(c)(3) 7350 General purposes. 19 3 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. X X X 0 0 0 0 0 0 0 0 0 Mr Lawrence W Fine 230000 0 0 0 33970 0 18400 0 5183 0 287553 0 0 0 X 8 305445 Fair market value 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 at THE ADMINISTRATIVE OFFICES. 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 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 Binik-Lewinger Supporting Foundation 441 East Ave rochester NY 14617 161331066 grantmaking NY 501(c)(3) 11a jewish Community Federation of Greater Rochester Jewish War Veterans of USA Memorial Foundation 441 East Ave rochester NY 14617 161363822 grantmaking NY 501(c)(3) 11a jewish Community Federation of Greater Rochester The Gutkin Family Foundation 441 East Ave rochester NY 14617 161493549 grantmaking NY 501(c)(3) 11a jewish Community Federation of Greater Rochester Ann Lib and Bernard Kozel Family Foundation 441 East Ave rochester NY 14617 161511792 grantmaking NY 501(c)(3) 11a jewish Community Federation of Greater Rochester Brodsky Grossman Supporting Foundation Inc 441 East Ave rochester NY 14617 161511860 grantmaking NY 501(c)(3) 11a jewish Community Federation of Greater Rochester Futerman Supporting Foundation Inc 441 East Ave rochester NY 14617 161512426 grantmaking NY 501(c)(3) 11a jewish Community Federation of Greater Rochester Cortland & Ella Brovitz Foundation 441 East Ave rochester NY 14617 205392391 grantmaking NY 501(c)(3) 11a jewish Community Federation of Greater Rochester Sharon and Neil Norry Family 441 East Ave rochester NY 14617 205948486 grantmaking NY 501(c)(3) 11a jewish Community Federation of Greater Rochester Sara and Morton Brodsky Family Foundation 441 East Ave rochester NY 14617 223265035 grantmaking NY 501(c)(3) 11a jewish Community Federation of Greater Rochester 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Binik-Lewinger Supporting Foundation C 80000 The Braitman Supporting Foundation C 57000 The Futerman Supporting Foundation C 166000 The Brodksy Grossman Supporting Foundation C 100000 The Kozel Supporting Foundation C 55000