WILLIAM & SHEILA KONAR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM & SHEILA KONAR FOUNDATION (EIN 22-2434846)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-22
- IRS object ID
- 202312349349100111
- Schema version
- 2022v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-22T10:55:06-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Howard | PersonFirstNm |
| Person Last | Konar | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia Jewell | PreparerPersonNm |
| PTIN | P01234019 | PTIN |
| Phone | 5857502619 | PhoneNum |
| Preparation | 2023-08-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,990,650 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,434,885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,432,870 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,173,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,317,546 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,173,777 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $437,493 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $437,493 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,046,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,044,140 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $278,777 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $278,777 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $20,292 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,292 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $330,074 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $297,206 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,868 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $289,579 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $270,576 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,003 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,511 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $8,343 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,343 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,383 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,383 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $187,353 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101,302 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $86,051 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,143,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $680,884 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $450,667 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,629,936 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,629,936 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,772,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $680,884 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,080,603 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,273,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,363,256 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $775,849 | CashBOYAmt |
| Cash EOY | $2,164,658 | CashEOYAmt |
| Cash EOYFMV | $2,164,658 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,307,301 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,867,109 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,867,109 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $121,079,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $114,772,395 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $117,704,399 | 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 | $127,453 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $111,757 | LandBOYAmt |
| Land EOY | $100,245 | LandEOYAmt |
| Land EOYFMV | $100,245 | LandEOYFMVAmt |
| Other Assets BOY | $210,998 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,854,239 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,854,239 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $125,785,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,058,646 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,990,650 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $125,785,489 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $128,058,646 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $125,785,489 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,058,646 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $125,785,489 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,058,646 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $125,785,489 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,273,157 | ExcessRevenueOverExpensesAmt |
| Subtotal | $128,058,646 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $128,058,646 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| BERNSTEIN #036-41647 ST COVERED | P | $2,150 | $2,039 | $111 | $111 | |
| BERNSTEIN #036-41647 LT COVERED | P | $5,752 | $8,647 | -$2,895 | -$2,895 | |
| BERNSTEIN #888-99481 ST COVERED | P | $1,617,911 | $1,758,037 | -$140,126 | -$140,126 | |
| BERNSTEIN #888-99481 LT COVERED | P | $19,465,953 | $14,991,191 | $4,474,762 | $4,474,762 | |
| BERNSTEIN #888-99481 - CIL | P | $2 | $2 | $2 | 2022-03-09 | |
| MORGAN STANLEY #881-143165 LT COVERED | P | $4,791 | $5,246 | -$455 | ||
| MORGAN STANLEY #881-010037 ST COVERED | P | $259,295 | $256,742 | $3,120 | $2,553 | |
| MORGAN STANLEY #881-010037 LT COVERED | P | $249,180 | $329,813 | -$80,633 | -$80,633 | |
| MORGAN STANLEY #881-010037 LT NON-COVERED | P | $5,625 | $5,598 | $27 | $27 | |
| MORGAN STANLEY #881-010037 LT NON-COVERED | P | $156,404 | $152,431 | $3,973 | $3,973 | |
| MORGAN STANLEY #881-010042 ST COVERED | P | $220,882 | $280,170 | -$57,295 | -$59,288 | |
| MORGAN STANLEY #881-010042 LT COVERED | P | $366,096 | $353,778 | $12,677 | $12,318 | |
| MORGAN STANLEY #881-010042 LT NON-COVERED | P | $2,524 | $3,451 | -$927 | -$927 | |
| BERNSTEIN - MISCELLANEOUS | P | $1,650 | $1,650 | $1,650 | ||
| CAPITAL GAIN DIVIDENDS | P | $331,466 | ||||
| CAPITAL GAIN DIVIDENDS | P | $331,466 | ||||
| CAPITAL GAIN DIVIDENDS | P | $331,466 | ||||
| CAPITAL GAIN DIVIDENDS | P | $331,466 | ||||
| CAPITAL GAIN DIVIDENDS | P | $331,466 | ||||
| CAPITAL GAIN DIVIDENDS | P | $331,466 | ||||
| CAPITAL GAIN DIVIDENDS | P | $331,466 | ||||
| CAPITAL GAIN DIVIDENDS | P | $331,466 | ||||
| CAPITAL GAIN DIVIDENDS | P | $331,466 | ||||
| CAPITAL GAIN DIVIDENDS | P | $331,466 | ||||
| CAPITAL GAIN DIVIDENDS | P | $331,466 | ||||
| CAPITAL GAIN DIVIDENDS | P | $331,466 | ||||
| CAPITAL GAIN DIVIDENDS | P | $331,466 | ||||
| CAPITAL GAIN DIVIDENDS | P | $331,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,173,777 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $130,149 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $130,149 | SubtotalAmt |
| Tax Based On Investment Income | $130,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $144,281 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $219,281 | TotalPaymentsAndCreditsAmt |
| Overpayment | $89,132 | OverpaymentAmt |
| Applied To ES Tax | $89,132 | 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 | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LORNA WASHINGTON | ||||||||
| 1149 AMBERWOOD LANE | WEBSTER | NY | 14580 | SR. PROGRAM OFFICER | 40.0 | $176,555 | $4,310 | $0 |
| ANN MARIE MAHONEY | ||||||||
| 63 ALGER DR | ROCHESTER | NY | 14624 | OPERATIONS MANAGER | 40.0 | $65,591 | $15,378 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | JCC MORTGAGE LOAN | Description1Txt |
| Expenses1 | $7,480,000 | Expenses1Amt |
| Total | $7,480,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $125,056,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,865,405 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $130,921,950 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $130,921,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,963,829 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $128,958,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,447,906 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,447,906 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $130,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $130,149 | TotalTaxAmt |
| Distributable Before Adj | $6,317,757 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,317,757 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,317,757 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,080,603 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $7,480,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $14,560,603 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,317,757 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $205,793 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $611,555 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,094,071 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,911,419 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,560,603 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,317,757 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,242,846 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,154,265 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,154,265 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $205,793 | ExcessFromYear4Amt |
| Excess From Year3 | $611,555 | ExcessFromYear3Amt |
| Excess From Year2 | $1,094,071 | ExcessFromYear2Amt |
| Excess From Current Year | $8,242,846 | 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 (93 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 Fund Challenge | $95,602 |
| Cancer Wellness Connections | |||||||
| 7 Brickston Drive | Pittsford | NY | 14534 | NONE | PC | Support for patient care/medical treatments | $2,500 |
| Mayo Clinic Foundation | |||||||
| 200 First Street SW | Rochester | MN | 559050001 | NONE | PC | General support for greatest needs at Mayo Clinic | $2,500 |
| Chabad Lubavitch | |||||||
| 1037 Winton Road South | Rochester | NY | 14618 | NONE | PC | Services for Jewish community | $10,000 |
| Garth Fagan Dance | |||||||
| 50 Chestnut Street | Rochester | NY | 14604 | NONE | PC | Dance2B Expansion & Enhancement, Fagan Institute at East | $65,200 |
| JCC of Greater Rochester | |||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | PC | Survivors: The Documentary | $100,000 |
| JCC Rochester Jewish Film Festival | |||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | PC | Jewish cultural support through film | $25,000 |
| Jewish Family Services | |||||||
| 441 East Avenue | Rochester | NY | 14607 | NONE | PC | Services for Jewish families, Holistic Programming within an affordable housing complex, pencils & paper program | $200,500 |
| The Little Theatre | |||||||
| 240 East Avenue | Rochester | NY | 14604 | NONE | PC | Rehab Project | $50,000 |
| 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 |
| George Eastman Museum | |||||||
| 900 East Avenue | Rochester | NY | 146072298 | NONE | PC | Support for museum's activities/programs, Tree Planting/Lawn Restoration | $304,971 |
| Sisters of St Joseph of Rochester | |||||||
| 150 French Road | Rochester | NY | 146183822 | NONE | PC | Medical Support for Retired Nuns | $3,500 |
| Al Sigl Center | |||||||
| 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 | $125,000 |
| Nazareth College | |||||||
| 4245 East Avenue | Rochester | NY | 14618 | NONE | PC | Music Performance Center & Support for Center for Tolerance & Jewish Studies | $100,000 |
| University of Rochester | |||||||
| 205 Crittenden Blvd | Rochester | NY | 14642 | NONE | PC | National Center for Deaf Health Research | $125,000 |
| 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 | $254,000 |
| Greater Rochester Teen Book Festival | |||||||
| 5607 Palmyra Road | Pittsford | NY | 14534 | NONE | PC | Support for Teen Book Festival | $7,500 |
| Homesteads for Hope | |||||||
| 2185 MANITOU ROAD | ROCHESTER | NY | 14506 | NONE | PC | Support Program Services | $50,500 |
| Rochester Museum & Science Center | |||||||
| 657 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| The Center for Youth Services | |||||||
| 905 MONROE AVENUE | ROCHESTER | NY | 14620 | NONE | PC | Support for The Center for Youth, From Seed to Success Scholarship Program | $35,000 |
| 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 | $25,000 |
| 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 | $35,000 |
| Carthage College | |||||||
| 2001 Alford Park Dr | Kenosha | WI | 53140 | None | PC | Urban Teacher Prep Program | $55,000 |
| Connected Communities | |||||||
| 410 Atlantic Avenue | Rochester | NY | 14609 | None | PC | Neighborhood Education Plan Project | $25,000 |
| 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 | Washington | DC | 20036 | None | PC | Program Support | $100,000 |
| Lymphatic Education & Research Network | |||||||
| 261 Madison Avenue | New York | NY | 10016 | None | PC | Program Support | $2,500 |
| Rochester Childrens Scholarship Fund | |||||||
| 131 W Broad Street | Rochester | NY | 14614 | None | PC | Program Support | $5,000 |
| Rochester Institute of Technology | |||||||
| 1 Lomb Memorial Drive | Rochester | NY | 14623 | None | PC | DDI Summer Experience | $50,000 |
| St John Fisher College | |||||||
| 3690 East Avenue | Rochester | NY | 14618 | None | PC | Trauma Sensitive Community Program | $39,590 |
| 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 | Woodbury School, Passport to Healthy Play Pilot Program | $110,000 |
| University of Rochester East - EPO | |||||||
| 1801 East Main Street | Rochester | NY | 14609 | None | PC | Step to College Program | $200,000 |
| YWCA of Rochester & Monroe County | |||||||
| 175 N Clinton Ave | Rochester | NY | 14604 | None | PC | Preservation of Homeless Services | $107,500 |
| Jewish Federation of Greater Rochester | |||||||
| 255 East Avenue Suite 201 | Rochester | NY | 14604 | None | PC | Support Program Services, Ukraine Emergency Crisis Fund | $525,000 |
| Pathstone Foundation | |||||||
| 400 East Avenue | Rochester | NY | 14607 | None | PC | Antiracist Curriculum, Thought Leadership | $65,000 |
| William Warfield Scholarship Fund | |||||||
| PO Box 31992 | Rochester | NY | 14603 | None | PC | Classical Vocal Competition for African-American HS Students | $10,500 |
| 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 | None | PC | Deliverative Democracy Initiative | $200,000 |
| Rochester City Ballet | |||||||
| 1326 University Ave | Rochester | NY | 14607 | none | PC | Dance Education Classes & Accessible Performances | $25,000 |
| 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 | $5,000 |
| GRSLA | |||||||
| 274 North Goodman St Suite D103 | Rochester | NY | 14607 | None | PC | Summer LEAP into Kindergarten | $60,000 |
| Ibero-American Action League | |||||||
| 817 East Main St | Rochester | NY | 14605 | None | PC | Hispanic Scholarship Recognition Awards | $1,500 |
| BreatheDeep | |||||||
| 28 Green Clover Drive | Henrietta | NY | 14467 | None | PC | Program Support | $25,000 |
| Celebration of Life Community | |||||||
| PO Box 24039 | Rochester | NY | 14624 | None | PC | Help Me Read Tutoring | $25,000 |
| Child Care Council | |||||||
| 595 Blossom Road | New York | NY | 14610 | None | PC | Test Kits for Child Care programs | $10,000 |
| Coordinated Care Services | |||||||
| 1099 Jay Street Building J | Rochester | NY | 14611 | None | PC | Parent Leadership Training Initiative | $50,000 |
| Pluta Cancer Center Foundation | |||||||
| 125 Red Creek Dr | Rochester | NY | 14623 | None | PC | Group Acupuncture Program | $25,407 |
| ROC The Future | |||||||
| 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 | $17,996 |
| 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 | $30,000 |
| The Healing Connection Inc | |||||||
| 1320 University Ave | Rochester | NY | 14607 | None | PC | Healthcare - Adolescent Eating Disorder Residential Program | $50,000 |
| The Hub585 Inc | |||||||
| 111 North Chestnut St | Rochester | NY | 14604 | None | PC | Program Support | $5,000 |
| Friends & Foundation of Rochester Public Library | |||||||
| 115 South Avenue | Rochester | NY | 14618 | None | PC | Safe to be Smart Program | $50,000 |
| Veterans Outreach Center | |||||||
| 447 S Avenue | Rochester | NY | 14620 | None | PC | Medication Room Project | $35,000 |
| Women's Foundation of Genesee Valley | |||||||
| 494 East Avenue | Rochester | NY | 14607 | None | PC | Girls Initiative | $10,000 |
| Warner School of Education | |||||||
| PO Box 270425 | Rochester | NY | 14627 | None | PC | Warner School Endowment | $590,000 |
| Worker Justice Center of New York | |||||||
| 1187 Culver Rd | Rochester | NY | 14609 | None | PC | Rise up! Women in Motion | $25,000 |
| WXXI Public Broadcasting Council | |||||||
| 280 State Street | Rochester | NY | 14614 | None | PC | Journalism Initiative | $50,000 |
| ALCEE | |||||||
| 40 Roseview Avenue | Rochester | NY | 14609 | None | PC | Program Support | $1,500 |
| Friends of Mount Hope Cemetery | |||||||
| PO Box 18713 | Rochester | NY | 14618 | None | PC | Holocaust Monument & Education | $10,000 |
| Leadership Rochester | |||||||
| 75 College Avenue | Rochester | NY | 14607 | None | PC | Emerging Leaders Youth Program | $12,000 |
| Maya Spaull Johnsen Legacy Fund | |||||||
| 1890 South Winton Road | Rochester | NY | 14618 | None | PC | Program Support | $500 |
| Memorial Art Gallery | |||||||
| 500 University Avenue | Rochester | NY | 14607 | None | PC | Expanded Learning Collaboration w/Rochester City School District | $50,000 |
| Mikva Challenge | |||||||
| 200 S Michigan Avenue | Chicago | IL | 60604 | None | PC | Action Civics Model - RSCD Partnership | $20,000 |
| NYSARC Inc | |||||||
| 2060 Brighton-Henrietta Townline Rd | Rochester | NY | 14623 | None | PC | Aging with Grace, Aging in Place Program | $50,000 |
| PUSH Physical Therapy | |||||||
| 50 N Plymouth Ave | Rochester | NY | 14614 | None | PC | Kidney Kids | $6,000 |
| Rochester Ed Foundation | |||||||
| 250 Mill Street Suite 400 | Rochester | NY | 14614 | None | PC | Expansion of Rochester Imagination Library | $5,730 |
| Rochester Area Community Foundation | |||||||
| 500 East Avenue | Rochester | NY | 14607 | None | PC | Vibrant Future Fund | $250 |
| Rochester Broadway Theatre League | |||||||
| 885 East Main Street | Rochester | NY | 14605 | None | PC | Arts Education Program | $7,500 |
| Rochester Education Foundation | |||||||
| 250 Mill Street | Rochester | NY | 14614 | None | PC | Pride of Rochester Marching Bank Does to Washington | $39,440 |
| Rochester Friendly Home | |||||||
| 3156 East Avenue | Rochester | NY | 14618 | None | PC | Staff Training & Education Program | $50,000 |
| 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 | Mentoring Program for Girls Grade 4-12 | $10,000 |
| Rochester Regional Health Foundation | |||||||
| 330 Monroe Avenue Suite 400 | Rochester | NY | 14607 | None | PC | Youth Apprenticeship Program | $50,250 |
| ROCovery Fitness | |||||||
| 1035 Dewey Avenue | Rochester | NY | 14613 | None | PC | 5K Run/Walk & X-Challenge | $1,500 |
| The Conversation US | |||||||
| 303 Wyman Street Suite 300 | Waltham | MA | 02451 | None | PC | Finding Common Ground | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,629,936 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME FROM JCC MORTGAGE LOAN | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,455 | 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 | $4,434,885 | 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 | $5,173,777 | 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 | $253,162 |
| MISCELLANEOUS INCOME | $11,876 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,781,117 | ExclusionAmt |
| Related Or Exempt Function Incm | $265,038 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,046,155 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | Interest from the JCC Loan is revenue for a program related investment. |
| 11 | Miscellaneous portfolio income and miscellaneous income are from investments that are used to accomplish the exempt purpose of the foundation |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & 990PF PREPARATION | CategoryTxt |
| Amt | $14,750 | Amt |
| Net Investment Income | $11,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,950 | 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 | $10,496 | M39 | $2,269 | |
| COMPUTER SOFTWARE | 2017-01-18 | $10,588 | $10,588 | SL | 3 | |
| FURNITURE/FIXTURES | 2017-05-01 | $70,095 | $54,457 | M7 | $6,252 | |
| COMPUTER EQUIPMENT | 2017-03-14 | $36,180 | $34,097 | M5 | $2,083 | |
| SIGNAGE/LOGO PANEL | 2018-06-11 | $10,675 | $970 | M39 | $274 | |
| DOORS | 2018-09-20 | $4,986 | $421 | M39 | $128 | |
| LOBBY FURNITURE | 2018-07-06 | $1,192 | $819 | M7 | $106 | |
| TABLES | 2018-09-13 | $2,814 | $1,934 | M7 | $251 | |
| FILE CABINETS | 2018-12-14 | $1,655 | $1,137 | 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 | $12,558,633 | $15,030,458 |
| BERNSTEIN | $91,631,680 | $92,430,593 |
| MORGAN STANLEY | $10,582,082 | $10,243,348 |
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 | $12,765 | $75,725 |
| COMPUTER SOFTWARE | $10,588 | $10,588 | |
| FURNITURE/FIXTURES | $70,095 | $60,709 | $9,386 |
| COMPUTER EQUIPMENT | $36,180 | $36,180 | |
| SIGNAGE/LOGO PANEL | $10,675 | $1,244 | $9,431 |
| DOORS | $4,986 | $549 | $4,437 |
| LOBBY FURNITURE | $1,192 | $925 | $267 |
| TABLES | $2,814 | $2,185 | $629 |
| FILE CABINETS | $1,655 | $1,285 | $370 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS/INTEREST RECEIVABLE | $210,998 | $374,239 | $374,239 |
| LOAN RECEIVABLE - JCC | $7,480,000 | $7,480,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL FEES | $6,559 | $6,559 | |
| MANAGEMENT FEE | $18,000 | $18,000 | |
| MAIL/COURIER SERVICE | $1,617 | $1,617 | |
| INFORMATION TECHNOLOGY | $22,870 | $22,870 | |
| OFFICE SUPPLIES | $2,784 | $2,784 | |
| INSURANCE | $6,276 | $6,276 | |
| DUES & SUBSCRIPTIONS | $10,706 | $10,706 | |
| TELEPHONE | $1,140 | $1,140 | |
| MAINTENANCE | $2,086 | $2,086 | |
| ADVERSTISING & MARKETING | $4,206 | $4,206 | |
| CAM CHARGES | $7,011 | $7,011 | |
| MISC INVESTMENT EXPENSES | $101,302 | $101,302 | |
| MISCELLANEOUS EXPENSES | $1,296 | $1,296 | |
| 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 | $11,876 | $11,876 |
| Other Portfolio Income | $253,162 | $253,162 |
| Interest Income from JCC Loan | $172,455 | $172,455 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADVISORY COUNCIL FEES | $5,000 | $5,000 | |
| INVESTMENT MANAGEMENT FEES | $297,206 | $297,206 | |
| MISC OTHER PROFESSIONAL FEES | $27,868 | $27,868 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $70,076 | $70,076 | |
| FEDERAL TAXES | $200,500 | $200,500 | |
| PAYROLL TAX | $19,003 | $19,003 |