2011-11-09T14:20:13-06:00 2011-06-30 GREEN & SEIFTER CPAS PLLC 110 WEST FAYETTE STREET SUITE 900 SYRACUSE NY 13202 990 2010-07-01 161599356 THE JEWISH COMMUNITY FOUNDATION OF CENTRAL NEW YORK INC JEWI 3154452040 5655 THOMPSON RD DEWITT NY 13214 LYNN HSMITH 3154452040 2011-10-19 1 ROGER J BEER CPAABV CVA 3154221391 2010 2016-02-24 21:20:13Z LYNN HSMITH 5655 THOMPSON RD DEWITT NY 13214 2844382 0 X WWW.JEWISHFOUNDATIONCNY.ORG X 2001 NY INSURE THE CONTINUITY OF JEWISH LIFE IN CENTRAL NEW YORK INTO THE FUTURE. 23 23 1 27 0 0 1033739 1001334 0 0 156267 171593 8642 4160 1198648 1177087 617223 594906 0 0 37869 40499 0 0 0 43919 43869 699011 679274 499637 497813 4400121 5569161 1055402 1279687 3344719 4289474 TO ENSURE THE CONTINUITY AND VITALITY OF THE JEWISH COMMUNITY 0 0 644295 594906 GRANTS AND ALLOCATIONS ( SEE ATTACHED SCHEDULE); RELATED EXPENSES TO PROVIDE INFORMATION ABOUT THE JEWISH COMMUNITY PHILANTHROPY 644295 1 1 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 23 23 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 PEARLMAN 1.00 X 0 0 0 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 NEIL BRONSTEIN 1.00 X 0 0 0 JOHN SONNE 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 ARNOLD RUBENSTEIN 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 GARY J LAVINE 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 MARK FIELD 3.00 X 0 0 0 LYNN SMITH 7.00 X 0 0 0 LINDA ALEXANDER 35.00 X 32340 0 3123 HOWARD PORT 3.00 X 0 0 0 EDWARD GREEN 3.00 X 0 0 0 32340 0 3123 0 0 0 0 0 1001334 301856 1001334 39210 39210 1799678 1667295 132383 132383 132383 MISCELLANEOUS 900099 4160 4160 4160 1177087 136543 0 39210 594906 594906 37907 18954 18953 2592 1296 1296 7250 7250 6918 6918 1721 1721 1981 1981 11413 11413 235 235 139 139 PRINTING 6179 6179 TELEPHONE 2270 1702 568 BOOKKEEPING 1641 1641 POSTAGE 1608 1286 322 SUPPLIES 1257 1257 1257 1257 679274 644295 34979 0 204644 382728 479144 1146508 11682 22363 1173 860 548 313 2631166 3295372 1072937 721877 4400121 5569161 2567 2567 1052835 1277120 1055402 1279687 X 178588 230172 3116138 3977524 49993 81778 3344719 4289474 4400121 5569161 X 497813 446942 X X 0 1 1 X 0 X 973294 1224101 607955 1033739 1001334 4840423 973294 1224101 607955 1033739 1001334 4840423 0 0 0 4840423 72256 122254 82584 72836 39210 389140 72256 122254 82584 72836 39210 389140 6302 5921 3443 8642 4160 28468 1051852 1352276 693982 1115217 1044704 5258031 0.92060 0.93910 0.07400 0.05550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 136 735170 536415 2436462 1 1 1019104 213287 252621 47691 1437321 809241 188160 66005 37202 7100 1019104 761633 262293 -176086 33214 5385 809241 0.96170 0.03830 0 0 1173 860 313 313 CERTIFICATES OF DEPOSITS 276806 F CORPORATE BONDS 49188 F GOVT AND MUNICIPAL BONDS 202102 F CHARITABLE GIFT ANNUITIES 90786 F CSV LIFE INSURANCE 102995 F 721877 DUE TO AGENCY ENDOWMENTS 1268858 DUE TO UJC - GIFT ANNUITIES 8262 1277120 1177087 679274 497813 429967 16975 446942 944755 1624029 429967 16975 446942 1177087 0 1177087 679274 0 679274 0 679274 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, AS OF AND FOR THE YEAR ENDED JUNE 30, 2011, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATIONS INCOME TAX RETURNS WILL BE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED. AS OF JUNE 30, 2011, THE TAX YEARS ENDING JUNE 30, 2008 AND LATER ARE SUBJECT TO EXAMINATION BY MAJOR TAXING JURISDICTIONS. PART XI, LINE 8 - OTHER ADJUSTMENTS: INCREASE IN CHARITABLE GIFT ANNUITY 12,609. INCREASE IN CSV OF LIFE INSURANCE 4,366. PART XII, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN CSV LIFE INSURANCE 12,609. INCREASE IN CHARITABLE GIFT ANNUITY 4,366. 1 CENTRAL SYNAGOGUE 123 E 55TH STREET NEW YORK NY 10022 131628161 5750 GENERAL SUPPORT CONGREGATION NER TAMID 5061 WEST TAFT ROAD LIVERPOOL NY 13088 237053074 6158 GENERAL SUPPORT CONGREGATION BETH SHOLOM CHEVRAS SHAS PO BOX 271 DEWITT NY 13214 166047859 35005 GENERAL SUPPORT FOUNDATION AT MENORAH PARK 4101 E GENESEE ST SYRACUSE NY 13214 222360749 55724 GENERAL SUPPORT FRIENDS OF THE IDF 350 FIFTH AVE SUITE 2011 NEW YORK NY 10118 133156445 6150 GENERAL SUPPORT JEWISH COMMUNITY CENTER 5655 THOMPSON ROAD DEWITT NY 13214 150539101 31458 GENERAL SUPPORT JEWISH COMMUNITY FNDN OF CNY 5655 THOMPSON ROAD DEWITT NY 13214 161599356 21524 GENERAL SUPPORT ST JOSEPH'S HOSPITAL 301 PROSPECT AVE SYRACUSE NY 13203 150532254 10000 GENERAL SUPPORT SYRACUSE HEBREW DAY SCHOOL 5655 THOMPSON ROAD DEWITT NY 13214 156012139 43942 GENERAL SUPPORT SYRACUSE JEWISH FEDERATION INC 5655 THOMPSON ROAD DEWITT NY 13214 150543614 81731 GENERAL SUPPORT TEMPLE ADATH YESHURAN 450 KIMBER ROAD SYRACUSE NY 13224 150617396 30406 GENERAL SUPPORT TEMPLE SOCIETY OF CONCORD 910 MADISON STREET SYRACUSE NY 13210 150545840 108807 GENERAL SUPPORT UNITED WAY OF CENTRAL NEW YORK PO BOX 2129 SYRACUSE NY 13220 150532073 8500 GENERAL SUPPORT UPSTATE MEDICAL UFNDT - CHILDREN'S HOSPITAL PO BOX 2129 SYRACUSE NY 13220 161068101 10850 GENERAL SUPPORT HILLEL 102 WALNUT PLACE SYRACUSE NY 13214 166065279 11000 GENERAL SUPPORT SHAAREI TORAH 4313 EAST GENESE STREET SYRACUSE NY 13214 900508861 12600 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 18 301856 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: 429,967. INCREASE IN CHARITABLE GIFT ANNUITY 12,609. INCREASE IN CSV OF LIFE INSURANCE 4,366. TOTAL TO FORM 990, PART XI, LINE 5: 446,942. FORM 990, PART XI,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. UNCERTAIN TAX POSITIONS PAGE 3, PART IV, LINE 11E THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ACCORDANCE WITH THE DISCLOSURE PROVISIONS OF FASB ASC SUB-TOPIC 740-19 WHICH ADDRESSES ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES, AS OF AND FOR THE YEAR ENDED JUNE 30, 2011, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATIONS INCOME TAX RETURNS WILL BE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED. AS OF JUNE 30, 2011, THE TAX YEARS ENDING JUNE 30, 2008 AND LATER ARE SUBJECT TO EXAMINATION BY MAJOR TAXING JURISDICTIONS.