WILLIAM & SHEILA KONAR FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM & SHEILA KONAR FOUNDATION (EIN 22-2434846)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-31
- IRS object ID
- 202423059349100022
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-31T09:26:05-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWELL TAX & CONSULTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Northwood Drive | AddressLine1Txt |
| City | Fairport | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222434846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William & Sheila Konar Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Ann Marie Mahoney | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANN MARIE MAHONEY | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5855332900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 THRUWAY PARK DRIVE | AddressLine1Txt |
| City | W HENRIETTA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14586 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Howard Konar | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5853344110 | PhoneNum |
| Signature | 2024-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia Jewell | PreparerPersonNm |
| PTIN | P01234019 | PTIN |
| Phone | 5857502619 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $144,774,444 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,400,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,733,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,723,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $504,923 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,261,654 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $504,923 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $49,599 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $49,599 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,687,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,277,604 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $270,712 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $270,712 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,765 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,765 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,675 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,675 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $320,069 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $312,501 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,568 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $226,217 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $82,103 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,114 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,435 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $7,901 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,901 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,018 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,018 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $181,566 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97,473 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84,093 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,067,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $503,277 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $429,646 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,730,874 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,730,874 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,798,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $503,277 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,160,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,889,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,774,327 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,164,658 | CashBOYAmt |
| Cash EOY | $599,056 | CashEOYAmt |
| Cash EOYFMV | $599,056 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,867,109 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,943,562 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,943,562 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $114,772,395 | CorporateStockBOYAmt |
| Corporate Stock EOY | $118,215,124 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $133,041,284 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $300,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $300,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $300,000 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $227,698 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $136,889 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $100,245 | LandBOYAmt |
| Land EOY | $90,809 | LandEOYAmt |
| Land EOYFMV | $90,809 | LandEOYFMVAmt |
| Other Assets BOY | $7,854,239 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,799,733 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,799,733 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $128,058,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,948,284 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $144,774,444 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $128,058,646 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $129,948,284 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $128,058,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,948,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $128,058,646 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,948,284 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $128,058,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,889,732 | ExcessRevenueOverExpensesAmt |
| Subtotal | $129,948,378 | SubtotalAmt |
| Other Decreases | $94 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $129,948,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BERNSTEIN #036-41647 LT COVERED | P | $7,764 | $12,284 | -$4,520 | -$4,520 |
| BERNSTEIN #888-99481 ST COVERED | P | $900,052 | $946,886 | -$46,834 | -$46,834 |
| BERNSTEIN #888-99481 LT COVERED | P | $4,556,017 | $3,907,244 | $648,773 | $648,773 |
| BERNSTEIN #888-C1292 ST COVERED | P | $172,552 | $180,783 | -$8,231 | -$8,231 |
| BERNSTEIN #888-C1292 LT COVERED | P | $1,691,696 | $1,916,786 | -$225,090 | -$225,090 |
| MORGAN STANLEY #881-143165 ST COVERED | P | $23,020 | $22,664 | $356 | $356 |
| MORGAN STANLEY #881-143165 LT COVERED | P | $838,418 | $924,721 | -$84,147 | -$86,303 |
| MORGAN STANLEY #881-010037 ST COVERED | P | $596,068 | $640,019 | -$43,951 | -$43,951 |
| MORGAN STANLEY #881-010037 LT COVERED | P | $835,929 | $905,350 | -$72,109 | -$69,421 |
| MORGAN STANLEY #881-010037 LT NON-COVERED | P | $24,235 | $24,181 | $54 | $54 |
| MORGAN STANLEY #881-010037 LT NON-COVERED | P | $27,035 | $25,435 | $1,600 | $1,600 |
| MORGAN STANLEY #881-010042 ST COVERED | P | $76,355 | $76,087 | $268 | $268 |
| MORGAN STANLEY #881-010042 LT COVERED | P | $286,670 | $270,997 | $15,673 | $15,673 |
| AB GLOBAL RESEARCH - K-1 - ST GAIN | P | $78,214 | |||
| AB GLOBAL RESEARCH - K-1 - LT GAIN | P | $19,024 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 | |||
| CAPITAL GAIN DIVIDENDS | P | $225,843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $504,923 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,463 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $52,463 | SubtotalAmt |
| Tax Based On Investment Income | $52,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $139,132 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $139,132 | TotalPaymentsAndCreditsAmt |
| Overpayment | $86,669 | OverpaymentAmt |
| Applied To ES Tax | $86,669 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | konarfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN MARIE MAHONEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5855332903 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 THRUWAY PARK DRIVE | AddressLine1Txt |
| City | W HENRIETTA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14586 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HOWARD KONAR | ||||||||
| 75 THRUWAY PARK DRIVE | W HENRIETTA | NY | 14586 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
| RACHAEL GUTTENBERG | ||||||||
| 75 THRUWAY PARK DRIVE | W HENRIETTA | NY | 14586 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
| DONALD NOWILL | ||||||||
| 41 Taylor Crossway | Brookline | MA | 02146 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
| Lawrence Fine | ||||||||
| 2 Tiffany Court | Pittsford | NY | 14534 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
| Jeremy Konar | ||||||||
| 75 THRUWAY PARK DRIVE | W HENRIETTA | NY | 14586 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| LORNA WASHINGTON | |||||||
| 1149 AMBERWOOD LANE | WEBSTER | NY | 14580 | SR.PROGRAM OFFICER | 40.0 | $188,812 | $5,701 |
| ANN MARIE MAHONEY | |||||||
| 63 ALGER DRIVE | ROCHESTER | NY | 14624 | OPERATIONS MANAGER | 40.0 | $76,500 | $17,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $125,052,740 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,500,089 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,552,829 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $131,552,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,973,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,579,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,478,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,478,977 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,463 | TotalTaxAmt |
| Distributable Before Adj | $6,426,514 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $27,465 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,453,979 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,453,979 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,160,520 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,160,520 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,453,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $205,793 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $611,555 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,094,071 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $8,242,846 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,154,265 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,160,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,453,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $706,541 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,860,806 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $205,793 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,655,013 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $611,555 | ExcessFromYear4Amt |
| Excess From Year3 | $1,094,071 | ExcessFromYear3Amt |
| Excess From Year1 | $8,242,846 | ExcessFromYear1Amt |
| Excess From Current Year | $706,541 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Ann Marie Mahoney | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 THRUWAY PARK DRIVE | AddressLine1Txt |
| City | W Henrietta | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14586 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | ammahoney@konarfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Submit a letter of intent and provide a brief overview of the organization and the reason for the grant request | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | one month prior to the quarterly trustee meetings held mid-March, Mid-June, Mid-September, mid-Novem | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are awarded in the areas of education, cultural & civic organizations, improvement to health care services, promotion of ethnic/religious/cultural understanding & tolerance, benefits to the Jewish community | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Monroe Community College Foundation | |||||||
| 1000 East Henrietta Rd | Rochester | NY | 14623 | NONE | PC | Scholar's Day Fund, Healthy Hero Summer Camp, Unrestricted Donation | $45,000 |
| JCC of Greater Rochester | |||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | PC | Grant Support | $192,000 |
| JCC Rochester Jewish Film Festival | |||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | PC | Jewish cultural support through film - Annual donation | $25,000 |
| Jewish Family Services | |||||||
| 225 East Avenue Suite 201 | Rochester | NY | 14604 | NONE | PC | Services for Jewish families, Holistic Programming within an affordable housing complex, pencils & paper program | $295,500 |
| Rochester Philharmonic Orchestra | |||||||
| 108 East Avenue | Rochester | NY | 14604 | NONE | PC | Annual campaign support for local musicians | $50,000 |
| United Way | |||||||
| 75 College Avenue | Rochester | NY | 146071009 | NONE | PC | General community support services | $10,000 |
| US Holocaust Museum | |||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 200242126 | NONE | PC | Tolerance education/promotion of Jewish history, Denial & Antisemitism Initiative | $1,240,000 |
| Breast Cancer Coalition of Rochester | |||||||
| 10480 University Avenue | Rochester | NY | 14607 | NONE | PC | Support of breast cancer awareness programs/advocacy | $2,500 |
| Water for South Sudan | |||||||
| PO Box 25551 | Rochester | NY | 14625 | NONE | PC | Provide access to clean water for Sudanese communities | $2,500 |
| Sisters of St Joseph of Rochester | |||||||
| 150 French Road | Rochester | NY | 146183822 | NONE | PC | Medical Support for Retired Nuns | $3,500 |
| Al Sigl Community of Agencies | |||||||
| 1000 Elmwood Avenue Suite 300 | Rochester | NY | 146203098 | NONE | PC | Support for programs & services to children & families | $2,500 |
| Dana Farber Cancer Institute | |||||||
| 450 Brookline Avenue | Boston | MA | 02115 | NONE | PC | Biobank for Innovative Cancer Research and Care | $100,000 |
| University of Rochester East EPO | |||||||
| 1801 East Main St | Rochester | NY | 14609 | NONE | PC | Annual Donation - Step to College | $300,000 |
| American Indian College Fund | |||||||
| 8444 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | PROMOTE EDUCATION INITIATIVES & OPPORTUNITIES | $15,000 |
| East House | |||||||
| 259 MONROE AVENUE 200 | ROCHESTER | NY | 14607 | NONE | PC | RECOVERY SUPPORT SERVICES | $25,000 |
| GEVA Theatre Center | |||||||
| 75 WOODBURY BLVD | ROCHESTER | NY | 14607 | NONE | PC | Education Programs | $50,000 |
| Greater Rochester Enterprise Foundation | |||||||
| 100 CHESTNUT ST 1910 | ROCHESTER | NY | 14604 | NONE | PC | Economic Gardening Program & general program support | $150,000 |
| Homesteads for Hope | |||||||
| 2185 MANITOU ROAD | ROCHESTER | NY | 14506 | NONE | PC | Support Program Services | $50,000 |
| The Center for Youth Services | |||||||
| 905 MONROE AVENUE | ROCHESTER | NY | 14620 | NONE | PC | General Program Support | $25,000 |
| The Children's Agenda | |||||||
| 1 SOUTH WASHINGTON STREET 120 | ROCHESTER | NY | 14614 | NONE | PC | Advocacy to change systems for all children | $50,000 |
| The Lawrence W & Elyse Fine Community Foundation | |||||||
| 255 EAST AVENUE Suite 201 | ROCHESTER | NY | 14604 | Trustee | PF | PROGRAM SUPPORT | $36,000 |
| Baden Street Settlement | |||||||
| 152 Baden Street | Rochester | NY | 14605 | None | PC | Support for Youth Success | $50,000 |
| Cameron Community Ministries | |||||||
| 48 Cameron Street | Rochester | NY | 14606 | None | PC | Freedom School and general support | $40,000 |
| Carthage College | |||||||
| 2001 Alford Park Dr | Kenosha | WI | 53140 | None | PC | Urban Teacher Prep Program | $5,000 |
| Flower City Arts Center | |||||||
| 713 Monroe Avenue | Rochester | NY | 14607 | None | PC | Educational Programs | $50,000 |
| Frank R Williams Scholarship Fund | |||||||
| PO Box 55216 | Washington | DC | 20040 | None | PC | Program Support | $5,000 |
| Freedom House | |||||||
| 1850 M Street NW 11th Floor | Washington | DC | 20036 | None | PC | Program Support & Annual Awards | $65,000 |
| Rochester Childrens Scholarship Fund | |||||||
| 131 W Broad Street | Rochester | NY | 14614 | None | PC | Program Support | $2,500 |
| St John Fisher College | |||||||
| 3690 East Avenue | Rochester | NY | 14618 | None | PC | Teacher Pipeline Innovation Program | $61,380 |
| The Center For Teen Empowerment | |||||||
| 392 Genesee Street | Rochester | NY | 14611 | None | PC | Program Services | $1,000 |
| The Strong Museum | |||||||
| 1 Manhattan Square | Rochester | NY | 14607 | None | PC | Camp Play Program & Generation Two | $24,000 |
| YWCA of Rochester & Monroe County | |||||||
| 175 N Clinton Ave | Rochester | NY | 14604 | None | PC | Empowering Women | $5,000 |
| Jewish Federation of Greater Rochester | |||||||
| 255 East Avenue Suite 201 | Rochester | NY | 14604 | None | PC | Support Program Services, Emergency Israel Campaign | $750,000 |
| Pathstone Foundation | |||||||
| 400 East Avenue | Rochester | NY | 14607 | None | PC | Thought Leadership | $20,000 |
| Woodland Golf Club Scholarship Foundation | |||||||
| 1897 Washington Street | Auburndale | MA | 02466 | None | PC | Support young golfers with scholarships | $15,000 |
| Common Ground Foundation Inc | |||||||
| 1387 Fairport Road Suite 800 | Fairport | NY | 14450 | Trustee | PC | Deliverative Democracy Initiative | $150,000 |
| AS Academy Inc | |||||||
| 4405 Shelly Road | Livonia | NY | 14487 | None | PC | Program Services | $5,000 |
| Brookline Community Foundation | |||||||
| 40 Webster Place | Brookline | MA | 02445 | None | PC | Program Support | $5,000 |
| Brookline Food Pantry | |||||||
| 15 St Paul St | Brookline | MA | 02446 | None | PC | Program Support | $5,000 |
| American Diabetes Association | |||||||
| PO Box 7023 | Merrifield | VA | 22116 | None | PC | Camp Aspire | $25,000 |
| Best Buddies International | |||||||
| 1000 Elmwood Avenue | Rochester | NY | 14620 | None | PC | Friendship & Inclusion Program | $10,000 |
| GRSLA | |||||||
| 274 North Goodman St Suite D103 | Rochester | NY | 14607 | None | PC | Summer LEAP Program | $60,000 |
| Ibero-American Action League | |||||||
| 817 East Main St | Rochester | NY | 14605 | None | PC | Hispanic Scholarship Recognition Awards | $4,000 |
| BreatheDeep | |||||||
| 28 Green Clover Drive | Henrietta | NY | 14467 | None | PC | Program Support | $250 |
| Coordinated Care Services | |||||||
| 1099 Jay Street Building J | Rochester | NY | 14611 | None | PC | Antiracist Curriculum and general support | $100,000 |
| ROC The Future Alliance | |||||||
| 274 N Goodman St Suite D103 | Rochester | NY | 14607 | None | PC | Program Support | $2,500 |
| Keeping Our Promise | |||||||
| PO Box 92117 | Rochester | NY | 14692 | None | PC | Camp Seneca Lake, General Program Support | $6,500 |
| Education Success Foundation | |||||||
| 4 lake View Park | Rochester | NY | 14613 | None | PC | Whole Child Iniative | $375,000 |
| Freedom Scholars Learning Center | |||||||
| 130 Winton Road North | Rochester | NY | 14610 | None | PC | Summer Literacy Enrichment Program, Seed Sowers & Storytellers | $57,000 |
| The Hub585 Inc | |||||||
| 111 North Chestnut St | Rochester | NY | 14604 | None | PC | Community of Hope for Vulnerable Youth, Program Support | $105,000 |
| Friends & Foundation of Rochester Public Library | |||||||
| 115 South Avenue | Rochester | NY | 14618 | None | PC | Summer Reading Program | $40,500 |
| Veterans Outreach Center | |||||||
| 447 S Avenue | Rochester | NY | 14620 | None | PC | Therapeutic Outdoor Wellness Program | $40,000 |
| Women's Foundation of Genesee Valley | |||||||
| 494 East Avenue | Rochester | NY | 14607 | None | PC | Power Her Forward Girls Conference | $10,000 |
| Warner School of Education | |||||||
| PO Box 270425 | Rochester | NY | 14627 | None | PC | Warner School Endowment | $595,000 |
| WXXI Public Broadcasting Council | |||||||
| 280 State Street | Rochester | NY | 14614 | None | PC | Journalism Initiative | $100,000 |
| Leadership Rochester | |||||||
| 75 College Avenue | Rochester | NY | 14607 | None | PC | Emerging Leaders Teen Youth Program | $13,312 |
| Memorial Art Gallery | |||||||
| 500 University Avenue | Rochester | NY | 14607 | None | PC | Expanded Learning Collaboration | $50,000 |
| National Civic League | |||||||
| 190 East 9th Street | Denver | CO | 80203 | None | PC | America's Healthy Democracy Landscape | $125,000 |
| PUSH Physical Therapy | |||||||
| 50 N Plymouth Ave | Rochester | NY | 14614 | None | PC | FLUSH Program | $25,000 |
| Rochester Education Foundation | |||||||
| 250 Mill Street Suite 400 | Rochester | NY | 14614 | None | PC | Smile Program & Expansion of Rochester Imagination Library | $38,279 |
| Rochester Industries Education Fund | |||||||
| 150 State Street Suite 400 | Rochester | NY | 14614 | None | PC | Regional Revitalization Partnership | $100,000 |
| Rochester Jewels Inc | |||||||
| 174-178 West Main Street | Rochester | NY | 14614 | None | PC | Passion, Purpose, Profit Program | $10,000 |
| Rochester Regional Health Foundation | |||||||
| 330 Monroe Avenue Suite 400 | Rochester | NY | 14607 | None | PC | Scholarship Support for Low-Income RN Students | $100,000 |
| ROCovery Fitness | |||||||
| 1035 Dewey Avenue | Rochester | NY | 14613 | None | PC | 5K Run/Walk & X-Challenge | $1,000 |
| Beyond Conflict | |||||||
| 198 Tremont Street Suite 453 | Boston | MA | 02116 | None | PC | Civic Genius & Beyond Conflict Partnership Event | $8,757 |
| Beyond the Sanctuary | |||||||
| 549 Clarissa Street | Rochester | NY | 14618 | None | PC | Beyond Summer Camp | $20,795 |
| Borinquen Dance Theatre Inc | |||||||
| 121 Fitzhugh Street 323 | Rochester | NY | 14614 | None | PC | Dance Theatre & Costume Museum | $60,700 |
| Britton Road Association | |||||||
| 188 Britton Road | Rochester | NY | 14692 | None | PC | General Program Support | $24,700 |
| David's Refuge Inc | |||||||
| 5800 Heritage Landing Drive | East Syracuse | NY | 13057 | None | PC | Respite & Wellness Support for Rochester Caregivers | $28,650 |
| East Rochester UFSD | |||||||
| 222 Woodbine Avenue | East Rochester | NY | 14445 | None | PC | General Program Support | $5,150 |
| EquiCenter Inc | |||||||
| 3247 Rush Mendon Road | Honeoye Falls | NY | 14472 | None | PC | Horticulture & Equine Active Learning Program | $30,000 |
| Foodlink Inc | |||||||
| 1999 Mount Read Blvd | Rochester | NY | 14615 | None | PC | Monroe County School Support Initiatives | $100,000 |
| Gamma Iota Boule Foundation Inc | |||||||
| 109 South Union Street Suite 100 | Rochester | NY | 14607 | None | PC | Program Support | $5,000 |
| Gateways Music Festival Inc | |||||||
| 26 Gibbs St Box 58 | Rochester | NY | 14604 | None | PC | Music Festival Support | $25,000 |
| Hearing & Speech Center of Rochester | |||||||
| 1000 Elmwood Ave Suite 400 | Rochester | NY | 14620 | None | PC | Early intervention for children | $25,000 |
| Hillel at the University of Rochester | |||||||
| 1045 Wilson Blvd | Rochester | NY | 14627 | None | PC | Furthering Jewish Education on Campus | $20,000 |
| Horizons for Homeless Children | |||||||
| 1705 Columbus Ave | Roxbury | MA | 02119 | None | PC | Program Support | $6,000 |
| House of Mercy Inc | |||||||
| 285 Ormond Street | Rochester | NY | 14605 | None | PC | Eliminating Barriers to Health & Wellness through transportation | $20,000 |
| Legacy Makers Inc | |||||||
| 52 Valley Brook Circle | Rochester | NY | 14616 | None | PC | Youth Financial Empowerment Program | $30,000 |
| Links Foundation Inc | |||||||
| PO Box 22873 | Rochester | NY | 14692 | None | PC | Program Support | $3,500 |
| Massachusetts Coalition for the Homeless | |||||||
| 73 Buffum Street | Lynn | MA | 01902 | None | PC | Program Support | $5,000 |
| Mentors Inspiring Boys & Girls | |||||||
| 75 Grover Street | Rochester | NY | 14611 | None | PC | Village artistic development program, After School Enrichment & Arts Program | $49,700 |
| New York Foundation for the Arts Inc | |||||||
| 29 West 38th Street 9th Floor | New York | NY | 10018 | None | PC | Revolution Reckoning Reparation Chapbook Program | $24,000 |
| NYLEAP Inc | |||||||
| 6 Pinnacle Street | Ticonderoga | NY | 12883 | None | PC | Post Critical Incident Seminar | $30,000 |
| Our Lady of Mercy School for Young Women | |||||||
| 1437 Blossom Road | Rochester | NY | 14610 | None | PC | Promote Cultural Understanding & Tolerance | $18,000 |
| Person Centered Housing Options Inc | |||||||
| 400 West Avenue Suite 200 | Rochester | NY | 14611 | None | PC | Integrated Service Conference | $250 |
| Policy Impact | |||||||
| 127 University Avenue | Berkeley | CA | 94710 | None | PC | Democracy Funders Network | $5,000 |
| Rochester Museum & Science Center | |||||||
| 657 East Avenue | Rochester | NY | 14607 | None | PC | Program Support | $2,500 |
| Roberts Wesleyan College | |||||||
| 2301 Westside Drive | Rochester | NY | 14624 | None | PC | Healthy Steps to Student Success | $15,000 |
| ROC Royal Inc | |||||||
| 80 Wilton Terrace | Rochester | NY | 14619 | None | PC | Summer Dream Camp | $20,000 |
| Rochester Beacon Inc | |||||||
| 312 Susquehanna Road | Rochester | NY | 14618 | None | PC | General Program Support | $25,000 |
| RTA Leadership for Reform Institute | |||||||
| 277 Alexander Street | Rochester | NY | 14607 | None | PC | Program Support | $2,500 |
| Rush Nursery School | |||||||
| 50 Ward Hill Road | Henrietta | NY | 14467 | None | PC | Advancing Preschool Learning with Technology | $10,551 |
| The Episcopal Church Home Foundation | |||||||
| 505 Mount Hope Avenue | Rochester | NY | 14620 | None | PC | Supporting Seniors in their Neighborhood | $25,000 |
| The Legacy Drama House | |||||||
| 112 Webster Avenue | Rochester | NY | 14609 | None | PC | Economic Empowerment & Entrepreneur Expo | $3,000 |
| The Salvation Army | |||||||
| 70 Liberty Pole Way | Rochester | NY | 14604 | None | PC | Staff Training for Trauma Informed Care | $3,300 |
| Third Presbyterian Church | |||||||
| 4 Meigs Street | Rochester | NY | 14607 | None | PC | Math Matters Program | $8,000 |
| Urban League of Rochester | |||||||
| 265 North Clinton Avenue | Rochester | NY | 14605 | None | PC | Center for Equity & Justice Initiative & Black Scholars Ceremony | $101,000 |
| Visual Studies Workshop Inc | |||||||
| 31 Prince Street | Rochester | NY | 14607 | None | PC | Revolution Reckoning Reparation | $24,000 |
| Young Women's College Prep Foundation | |||||||
| 133 Hoover Drive | Rochester | NY | 14615 | None | PC | Closing the Achievement Gap through college readiness | $23,600 |
| Youth Services Quality Council | |||||||
| PO Box 30273 | Rochester | NY | 14603 | None | PC | Program Support | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,730,874 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME FROM JCC PRI LOAN | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,733,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $504,923 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISCELLANEOUS PORTFOLIO INCOME/LOSS | -$140,499 |
| MISCELLANEOUS INCOME | $1,185 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,427,278 | ExclusionAmt |
| Related Or Exempt Function Incm | -$139,314 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,287,964 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Sheila Konar Estate | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Thruway Park Drive | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14586 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & 990PF PREPARATION | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $11,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | LifeLifeRt |
|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2016-10-16 | $1,024 | $1,023 | M5 | ||
| LEASEHOLD IMPRVMNT | 2017-05-17 | $88,490 | $12,765 | M39 | $2,269 | |
| COMPUTER SOFTWARE | 2017-01-18 | $10,588 | $10,588 | SL | 3 | |
| FURNITURE/FIXTURES | 2017-05-01 | $70,095 | $60,709 | M7 | $6,259 | |
| COMPUTER EQUIPMENT | 2017-03-14 | $36,180 | $36,180 | M5 | ||
| SIGNAGE/LOGO PANEL | 2018-06-11 | $10,675 | $1,244 | M39 | $274 | |
| DOORS | 2018-09-20 | $4,986 | $549 | M39 | $128 | |
| LOBBY FURNITURE | 2018-07-06 | $1,192 | $925 | M7 | $106 | |
| TABLES | 2018-09-13 | $2,814 | $2,185 | M7 | $251 | |
| FILE CABINETS | 2018-12-14 | $1,655 | $1,285 | M7 | $148 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ISRAEL BONDS | BondNm |
| EOY Book Value | $300,000 | EOYBookValueAmt |
| EOYFMV | $300,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN | $11,518,586 | $13,649,255 |
| BERNSTEIN | $94,972,341 | $107,354,329 |
| MORGAN STANLEY | $11,724,197 | $12,037,700 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $1,024 | $1,023 | $1 |
| LEASEHOLD IMPRVMNT | $88,490 | $15,034 | $73,456 |
| COMPUTER SOFTWARE | $10,588 | $10,588 | |
| FURNITURE/FIXTURES | $70,095 | $66,968 | $3,127 |
| COMPUTER EQUIPMENT | $36,180 | $36,180 | |
| SIGNAGE/LOGO PANEL | $10,675 | $1,518 | $9,157 |
| DOORS | $4,986 | $677 | $4,309 |
| LOBBY FURNITURE | $1,192 | $1,031 | $161 |
| TABLES | $2,814 | $2,436 | $378 |
| FILE CABINETS | $1,655 | $1,433 | $222 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $12,675 | LegalFeesAmt |
| Disbursements Charitable Prps | $12,675 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS/INTEREST RECEIVABLE | $374,239 | $347,199 | $347,199 |
| LOAN RECEIVABLE - JCC | $7,480,000 | $7,452,534 | $7,452,534 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $94 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL FEES | $6,152 | $6,152 | |
| MAIL/COURIER SERVICE | $996 | $996 | |
| INFORMATION TECHNOLOGY | $34,180 | $34,180 | |
| OFFICE SUPPLIES | $3,119 | $3,119 | |
| INSURANCE | $4,859 | $4,859 | |
| DUES & SUBSCRIPTIONS | $17,938 | $17,938 | |
| TELEPHONE | $1,140 | $1,140 | |
| MAINTENANCE | $2,287 | $2,287 | |
| ADVERSTISING & MARKETING | $1,815 | $1,815 | |
| CAM CHARGES | $6,921 | $6,921 | |
| MISC INVESTMENT EXPENSE | $97,473 | $97,473 | |
| MISCELLANEOUS EXPENSES | $3,186 | $3,186 | |
| NYS FILING FEES | $1,500 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Miscellaneous Income | $1,185 | $1,185 |
| Other Portfolio Income/(Loss) | -$140,499 | -$140,499 |
| Interest Income from JCC Loan | $188,913 | $188,913 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MISC OTHER PROFESSIONAL FEES | $1,568 | $1,568 | |
| INVESTMENT MANAGEMENT FEES | $312,501 | $312,501 | |
| ADVISORY FEES | $6,000 | $6,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $82,103 | $82,103 | |
| FEDERAL TAXES | $125,000 | ||
| PAYROLL TAX | $19,114 | $19,114 |