2023-08-22T10:55:06-05:00 2022-12-31 JEWELL TAX & CONSULTING LLC 6 Northwood Drive Fairport NY 14450 990PF 2022-01-01 222434846 William & Sheila Konar Foundation c/o Ann Marie Mahoney % ANN MARIE MAHONEY WILL 5855332900 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 Howard Konar Trustee 5853344110 2023-08-16 true Howard Konar XXX-XX-XXXX Cynthia Jewell P01234019 5857502619 2023-08-16 X 2 2022 2023-04-26 12:10:37Z X 130990650 X 0 X 4434885 4432870 5173777 23317546 5173777 437493 437493 10046155 10044140 0 278777 278777 20292 20292 14750 11800 0 2950 330074 297206 32868 289579 270576 19003 11511 8343 8343 2383 2383 187353 101302 86051 1143062 680884 0 450667 6629936 6629936 7772998 680884 0 7080603 2273157 9363256 775849 2164658 2164658 3307301 2867109 2867109 121079584 114772395 117704399 300000 300000 300000 227698 127453 111757 100245 100245 210998 7854239 7854239 125785489 128058646 130990650 0 0 X 125785489 128058646 125785489 128058646 125785489 128058646 125785489 2273157 128058646 128058646 BERNSTEIN #036-41647 ST COVERED P 2150 2039 111 111 BERNSTEIN #036-41647 LT COVERED P 5752 8647 -2895 -2895 BERNSTEIN #888-99481 ST COVERED P 1617911 1758037 -140126 -140126 BERNSTEIN #888-99481 LT COVERED P 19465953 14991191 4474762 4474762 BERNSTEIN #888-99481 - CIL P 2022-03-09 2 2 2 MORGAN STANLEY #881-143165 LT COVERED P 4791 5246 -455 MORGAN STANLEY #881-010037 ST COVERED P 259295 256742 3120 2553 MORGAN STANLEY #881-010037 LT COVERED P 249180 329813 -80633 -80633 MORGAN STANLEY #881-010037 LT NON-COVERED P 5625 5598 27 27 MORGAN STANLEY #881-010037 LT NON-COVERED P 156404 152431 3973 3973 MORGAN STANLEY #881-010042 ST COVERED P 220882 280170 -57295 -59288 MORGAN STANLEY #881-010042 LT COVERED P 366096 353778 12677 12318 MORGAN STANLEY #881-010042 LT NON-COVERED P 2524 3451 -927 -927 BERNSTEIN - MISCELLANEOUS P 1650 1650 1650 CAPITAL GAIN DIVIDENDS P 331466 CAPITAL GAIN DIVIDENDS P 331466 CAPITAL GAIN DIVIDENDS P 331466 CAPITAL GAIN DIVIDENDS P 331466 CAPITAL GAIN DIVIDENDS P 331466 CAPITAL GAIN DIVIDENDS P 331466 CAPITAL GAIN DIVIDENDS P 331466 CAPITAL GAIN DIVIDENDS P 331466 CAPITAL GAIN DIVIDENDS P 331466 CAPITAL GAIN DIVIDENDS P 331466 CAPITAL GAIN DIVIDENDS P 331466 CAPITAL GAIN DIVIDENDS P 331466 CAPITAL GAIN DIVIDENDS P 331466 CAPITAL GAIN DIVIDENDS P 331466 5173777 130149 130149 130149 144281 0 75000 219281 89132 89132 false false false false false false false true true NY true false false false false true konarfoundation.org ANN MARIE MAHONEY 5855332903 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 false false false false false false false false false false false false false false false false false false false false false false 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 LORNA WASHINGTON 1149 AMBERWOOD LANE WEBSTER NY 14580 SR. PROGRAM OFFICER 40.0 176555 4310 0 ANN MARIE MAHONEY 63 ALGER DR ROCHESTER NY 14624 OPERATIONS MANAGER 40.0 65591 15378 0 NONE JCC MORTGAGE LOAN 7480000 7480000 125056545 5865405 0 130921950 0 130921950 1963829 128958121 6447906 6447906 130149 130149 6317757 6317757 6317757 7080603 7480000 0 0 0 14560603 6317757 0 2020 2019 2018 0 205793 611555 1094071 1911419 14560603 0 6317757 8242846 10154265 0 0 0 0 10154265 205793 611555 1094071 8242846 NONE NONE Ann Marie Mahoney 75 THRUWAY PARK DRIVE W Henrietta NY 14586 ammahoney@konarfoundation.org Submit a letter of intent and provide a brief overview of the organization and the reason for the grant request One month prior to the quarterly trustee meetings held mid-March, mid-June, mid-September, mid-Novem 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. Monroe Community College Foundation 1000 East Henrietta Rd Rochester NY 14623 NONE PC Scholar's Day Fund, Healthy Hero Summer Camp, Unrestricted Fund Challenge 95602 Cancer Wellness Connections 7 Brickston Drive Pittsford NY 14534 NONE PC Support for patient care/medical treatments 2500 Mayo Clinic Foundation 200 First Street SW Rochester MN 559050001 NONE PC General support for greatest needs at Mayo Clinic 2500 Chabad Lubavitch 1037 Winton Road South Rochester NY 14618 NONE PC Services for Jewish community 10000 Garth Fagan Dance 50 Chestnut Street Rochester NY 14604 NONE PC Dance2B Expansion & Enhancement, Fagan Institute at East 65200 JCC of Greater Rochester 1200 Edgewood Avenue Rochester NY 14618 NONE PC Survivors: The Documentary 100000 JCC Rochester Jewish Film Festival 1200 Edgewood Avenue Rochester NY 14618 NONE PC Jewish cultural support through film 25000 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 200500 The Little Theatre 240 East Avenue Rochester NY 14604 NONE PC Rehab Project 50000 Rochester Philharmonic Orchestra 108 East Avenue Rochester NY 14604 NONE PC Annual campaign support for local musicians 50000 United Way 75 College Avenue Rochester NY 146071009 NONE PC General community support services 10000 US Holocaust Museum 100 Raoul Wallenberg Place SW Washington DC 200242126 NONE PC Tolerance education/promotion of Jewish history, Denial & Antisemitism Initiative 1240000 Breast Cancer Coalition of Rochester 10480 University Avenue Rochester NY 14607 NONE PC Support of breast cancer awareness programs/advocacy 2500 Water for South Sudan PO Box 25551 Rochester NY 14625 NONE PC Provide access to clean water for Sudanese communities 2500 George Eastman Museum 900 East Avenue Rochester NY 146072298 NONE PC Support for museum's activities/programs, Tree Planting/Lawn Restoration 304971 Sisters of St Joseph of Rochester 150 French Road Rochester NY 146183822 NONE PC Medical Support for Retired Nuns 3500 Al Sigl Center 1000 Elmwood Avenue Suite 300 Rochester NY 146203098 NONE PC Support for programs & services to children & families 2500 Dana Farber Cancer Institute 450 Brookline Avenue Boston MA 02115 NONE PC Biobank for Innovative Cancer Research and Care 125000 Nazareth College 4245 East Avenue Rochester NY 14618 NONE PC Music Performance Center & Support for Center for Tolerance & Jewish Studies 100000 University of Rochester 205 Crittenden Blvd Rochester NY 14642 NONE PC National Center for Deaf Health Research 125000 American Indian College Fund 8444 GREENWOOD BLVD DENVER CO 80221 NONE PC PROMOTE EDUCATION INITIATIVES & OPPORTUNITIES 15000 East House 259 MONROE AVENUE 200 ROCHESTER NY 14607 NONE PC RECOVERY SUPPORT SERVICES 25000 GEVA Theatre Center 75 WOODBURY BLVD ROCHESTER NY 14607 NONE PC Education Programs 50000 Greater Rochester Enterprise Foundation 100 CHESTNUT ST 1910 ROCHESTER NY 14604 NONE PC Economic Gardening Program & general program support 254000 Greater Rochester Teen Book Festival 5607 Palmyra Road Pittsford NY 14534 NONE PC Support for Teen Book Festival 7500 Homesteads for Hope 2185 MANITOU ROAD ROCHESTER NY 14506 NONE PC Support Program Services 50500 Rochester Museum & Science Center 657 EAST AVENUE ROCHESTER NY 14607 NONE PC PROGRAM SUPPORT 2500 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 35000 The Children's Agenda 1 SOUTH WASHINGTON STREET 120 ROCHESTER NY 14614 NONE PC Advocacy to change systems for all children 50000 The Lawrence W & Elyse Fine Community Foundation 255 EAST AVENUE Suite 201 ROCHESTER NY 14604 Trustee PF PROGRAM SUPPORT 25000 Baden Street Settlement 152 Baden Street Rochester NY 14605 None PC Support for Youth Success 50000 Cameron Community Ministries 48 Cameron Street Rochester NY 14606 None PC Freedom School and general support 35000 Carthage College 2001 Alford Park Dr Kenosha WI 53140 None PC Urban Teacher Prep Program 55000 Connected Communities 410 Atlantic Avenue Rochester NY 14609 None PC Neighborhood Education Plan Project 25000 Flower City Arts Center 713 Monroe Avenue Rochester NY 14607 None PC Educational Programs 50000 Frank R Williams Scholarship Fund PO Box 55216 Washington DC 20040 None PC Program Support 5000 Freedom House 1850 M Street NW Washington DC 20036 None PC Program Support 100000 Lymphatic Education & Research Network 261 Madison Avenue New York NY 10016 None PC Program Support 2500 Rochester Childrens Scholarship Fund 131 W Broad Street Rochester NY 14614 None PC Program Support 5000 Rochester Institute of Technology 1 Lomb Memorial Drive Rochester NY 14623 None PC DDI Summer Experience 50000 St John Fisher College 3690 East Avenue Rochester NY 14618 None PC Trauma Sensitive Community Program 39590 The Center For Teen Empowerment 392 Genesee Street Rochester NY 14611 None PC Program Services 1000 The Strong Museum 1 Manhattan Square Rochester NY 14607 None PC Woodbury School, Passport to Healthy Play Pilot Program 110000 University of Rochester East - EPO 1801 East Main Street Rochester NY 14609 None PC Step to College Program 200000 YWCA of Rochester & Monroe County 175 N Clinton Ave Rochester NY 14604 None PC Preservation of Homeless Services 107500 Jewish Federation of Greater Rochester 255 East Avenue Suite 201 Rochester NY 14604 None PC Support Program Services, Ukraine Emergency Crisis Fund 525000 Pathstone Foundation 400 East Avenue Rochester NY 14607 None PC Antiracist Curriculum, Thought Leadership 65000 William Warfield Scholarship Fund PO Box 31992 Rochester NY 14603 None PC Classical Vocal Competition for African-American HS Students 10500 Woodland Golf Club Scholarship Foundation 1897 Washington Street Auburndale MA 02466 None PC Support young golfers with scholarships 15000 Common Ground Foundation Inc 1387 Fairport Road Suite 800 Fairport NY 14450 None PC Deliverative Democracy Initiative 200000 Rochester City Ballet 1326 University Ave Rochester NY 14607 none PC Dance Education Classes & Accessible Performances 25000 AS Academy Inc 4405 Shelly Road Livonia NY 14487 None PC Program Services 5000 Brookline Community Foundation 40 Webster Place Brookline MA 02445 None PC Program Support 5000 Brookline Food Pantry 15 St Paul St Brookline MA 02446 None PC Program Support 5000 American Diabetes Association PO Box 7023 Merrifield VA 22116 None PC Camp Aspire 25000 Best Buddies International 1000 Elmwood Avenue Rochester NY 14620 None PC Friendship & Inclusion Program 5000 GRSLA 274 North Goodman St Suite D103 Rochester NY 14607 None PC Summer LEAP into Kindergarten 60000 Ibero-American Action League 817 East Main St Rochester NY 14605 None PC Hispanic Scholarship Recognition Awards 1500 BreatheDeep 28 Green Clover Drive Henrietta NY 14467 None PC Program Support 25000 Celebration of Life Community PO Box 24039 Rochester NY 14624 None PC Help Me Read Tutoring 25000 Child Care Council 595 Blossom Road New York NY 14610 None PC Test Kits for Child Care programs 10000 Coordinated Care Services 1099 Jay Street Building J Rochester NY 14611 None PC Parent Leadership Training Initiative 50000 Pluta Cancer Center Foundation 125 Red Creek Dr Rochester NY 14623 None PC Group Acupuncture Program 25407 ROC The Future 274 N Goodman St Suite D103 Rochester NY 14607 None PC Program Support 2500 Keeping Our Promise PO Box 92117 Rochester NY 14692 None PC Camp Seneca Lake 17996 Education Success Foundation 4 lake View Park Rochester NY 14613 None PC Whole Child Iniative 375000 Freedom Scholars Learning Center 130 Winton Road North Rochester NY 14610 None PC Summer Literacy Enrichment Program, Seed Sowers & Storytellers 30000 The Healing Connection Inc 1320 University Ave Rochester NY 14607 None PC Healthcare - Adolescent Eating Disorder Residential Program 50000 The Hub585 Inc 111 North Chestnut St Rochester NY 14604 None PC Program Support 5000 Friends & Foundation of Rochester Public Library 115 South Avenue Rochester NY 14618 None PC Safe to be Smart Program 50000 Veterans Outreach Center 447 S Avenue Rochester NY 14620 None PC Medication Room Project 35000 Women's Foundation of Genesee Valley 494 East Avenue Rochester NY 14607 None PC Girls Initiative 10000 Warner School of Education PO Box 270425 Rochester NY 14627 None PC Warner School Endowment 590000 Worker Justice Center of New York 1187 Culver Rd Rochester NY 14609 None PC Rise up! Women in Motion 25000 WXXI Public Broadcasting Council 280 State Street Rochester NY 14614 None PC Journalism Initiative 50000 ALCEE 40 Roseview Avenue Rochester NY 14609 None PC Program Support 1500 Friends of Mount Hope Cemetery PO Box 18713 Rochester NY 14618 None PC Holocaust Monument & Education 10000 Leadership Rochester 75 College Avenue Rochester NY 14607 None PC Emerging Leaders Youth Program 12000 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 50000 Mikva Challenge 200 S Michigan Avenue Chicago IL 60604 None PC Action Civics Model - RSCD Partnership 20000 NYSARC Inc 2060 Brighton-Henrietta Townline Rd Rochester NY 14623 None PC Aging with Grace, Aging in Place Program 50000 PUSH Physical Therapy 50 N Plymouth Ave Rochester NY 14614 None PC Kidney Kids 6000 Rochester Ed Foundation 250 Mill Street Suite 400 Rochester NY 14614 None PC Expansion of Rochester Imagination Library 5730 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 7500 Rochester Education Foundation 250 Mill Street Rochester NY 14614 None PC Pride of Rochester Marching Bank Does to Washington 39440 Rochester Friendly Home 3156 East Avenue Rochester NY 14618 None PC Staff Training & Education Program 50000 Rochester Industries Education Fund 150 State Street Suite 400 Rochester NY 14614 None PC Regional Revitalization Partnership 100000 Rochester Jewels Inc 174-178 West Main Street Rochester NY 14614 None PC Mentoring Program for Girls Grade 4-12 10000 Rochester Regional Health Foundation 330 Monroe Avenue Suite 400 Rochester NY 14607 None PC Youth Apprenticeship Program 50250 ROCovery Fitness 1035 Dewey Avenue Rochester NY 14613 None PC 5K Run/Walk & X-Challenge 1500 The Conversation US 303 Wyman Street Suite 300 Waltham MA 02451 None PC Finding Common Ground 25000 6629936 INTEREST INCOME FROM JCC MORTGAGE LOAN 14 172455 14 4434885 18 5173777 MISCELLANEOUS PORTFOLIO INCOME 253162 MISCELLANEOUS INCOME 11876 9781117 265038 10046155 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 false false false false false false false false false false CONSULTING & 990PF PREPARATION 14750 11800 2950 NONE COMPUTER EQUIPMENT 2016-10-16 1024 1023 M5 LEASEHOLD IMPRVMNT 2017-05-17 88490 10496 M39 2269 COMPUTER SOFTWARE 2017-01-18 10588 10588 SL 3 FURNITURE/FIXTURES 2017-05-01 70095 54457 M7 6252 COMPUTER EQUIPMENT 2017-03-14 36180 34097 M5 2083 SIGNAGE/LOGO PANEL 2018-06-11 10675 970 M39 274 DOORS 2018-09-20 4986 421 M39 128 LOBBY FURNITURE 2018-07-06 1192 819 M7 106 TABLES 2018-09-13 2814 1934 M7 251 FILE CABINETS 2018-12-14 1655 1137 M7 148 ISRAEL BONDS 300000 300000 JP MORGAN 12558633 15030458 BERNSTEIN 91631680 92430593 MORGAN STANLEY 10582082 10243348 COMPUTER EQUIPMENT 1024 1023 1 LEASEHOLD IMPRVMNT 88490 12765 75725 COMPUTER SOFTWARE 10588 10588 FURNITURE/FIXTURES 70095 60709 9386 COMPUTER EQUIPMENT 36180 36180 SIGNAGE/LOGO PANEL 10675 1244 9431 DOORS 4986 549 4437 LOBBY FURNITURE 1192 925 267 TABLES 2814 2185 629 FILE CABINETS 1655 1285 370 DIVIDENDS/INTEREST RECEIVABLE 210998 374239 374239 LOAN RECEIVABLE - JCC 7480000 7480000 PAYROLL FEES 6559 6559 MANAGEMENT FEE 18000 18000 MAIL/COURIER SERVICE 1617 1617 INFORMATION TECHNOLOGY 22870 22870 OFFICE SUPPLIES 2784 2784 INSURANCE 6276 6276 DUES & SUBSCRIPTIONS 10706 10706 TELEPHONE 1140 1140 MAINTENANCE 2086 2086 ADVERSTISING & MARKETING 4206 4206 CAM CHARGES 7011 7011 MISC INVESTMENT EXPENSES 101302 101302 MISCELLANEOUS EXPENSES 1296 1296 NYS FILING FEES 1500 1500 Miscellaneous Income 11876 11876 Other Portfolio Income 253162 253162 Interest Income from JCC Loan 172455 172455 ADVISORY COUNCIL FEES 5000 5000 INVESTMENT MANAGEMENT FEES 297206 297206 MISC OTHER PROFESSIONAL FEES 27868 27868 FOREIGN TAXES 70076 70076 FEDERAL TAXES 200500 200500 PAYROLL TAX 19003 19003