WILLIAM & SHEILA KONAR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM & SHEILA KONAR FOUNDATION (EIN 22-2434846)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202133149349100348
- Schema version
- 2020v4.1
- 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
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T08:59:43-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 |
| 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 | 2021-11-05 | 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 Owner | PreparerPersonNm |
| PTIN | P01234019 | PTIN |
| Phone | 5854258554 | PhoneNum |
| Preparation | 2021-05-06 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $139,043,186 | 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 |
| Interest On Sav Rev And Expnss | $526 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $526 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,965,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,965,659 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,995,112 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,588,045 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,995,112 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,961 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,961 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,963,258 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,963,258 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $209,169 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $209,169 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $39,235 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $39,235 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,774 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,774 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $330,268 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $325,268 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $179,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $179,260 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $16,990 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,111 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,111 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,622 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,622 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $191,751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $121,978 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,773 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $998,830 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $634,506 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $347,334 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,929,996 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,929,996 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,928,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $634,506 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,277,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,965,568 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,328,752 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,904,809 | CashBOYAmt |
| Cash EOY | $1,006,732 | CashEOYAmt |
| Cash EOYFMV | $1,006,732 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $950,135 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,092,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,092,528 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $120,130,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $118,948,382 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $136,325,735 | 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 | $227,699 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $102,041 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $142,648 | LandBOYAmt |
| Land EOY | $125,658 | LandEOYAmt |
| Land EOYFMV | $125,658 | LandEOYFMVAmt |
| Other Assets BOY | $204,591 | OtherAssetsBOYAmt |
| Other Assets EOY | $192,533 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $192,533 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $123,632,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $121,665,833 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $139,043,186 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $123,632,742 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $121,667,174 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,632,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $121,667,174 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,632,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $121,667,174 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,632,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,965,568 | ExcessRevenueOverExpensesAmt |
| Subtotal | $121,667,174 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $121,667,174 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| BERNSTEIN #888-99481 ST GAIN | $2,312,870 | $2,255,729 | $57,141 | $57,141 | |
| BERNSTEIN #888-99481 LT GAIN | $16,597,442 | $14,318,572 | $2,278,870 | $2,278,870 | |
| BERNSTEIN #888-99481 CIL | $28 | $28 | $28 | ||
| MORGAN STANLEY #881-010037 ST GAIN | $440,231 | $417,796 | $22,435 | $22,435 | |
| MORGAN STANLEY #881-010037 LT GAIN | $295,946 | $270,135 | $25,811 | $25,811 | |
| MORGAN STANLEY #881-010037 LT GAIN NON-COVERED | $37,184 | $31,320 | $5,864 | $5,864 | |
| MORGAN STANLEY #881-010041 ST LOSS | $118,935 | $129,017 | -$10,082 | -$10,082 | |
| MORGAN STANLEY #881-010041 LT GAIN | $713,417 | $595,041 | $118,376 | $118,376 | |
| MORGAN STANLEY #881-010042 ST LOSS | $132,051 | $134,228 | -$2,177 | -$2,177 | |
| MORGAN STANLEY #881-010042 LT LOSS | $488,955 | $520,504 | -$31,549 | -$31,549 | |
| MORGAN STANLEY #881-010082 ST GAIN | $212,318 | $190,317 | $22,001 | $22,001 | |
| MORGAN STANLEY #881-010082 LT GAIN | $912,450 | $483,560 | $428,890 | $428,890 | |
| MORGAN STANLEY #881-143165 ST LOSS | $51,551 | $61,184 | -$9,633 | -$9,633 | |
| MORGAN STANLEY #881-143165 LT LOSS | $996,971 | $1,185,530 | -$188,559 | -$188,559 | |
| CAPITAL GAIN DIVIDENDS | $311,952 | P | |||
| CAPITAL GAIN DIVIDENDS | $311,952 | P | |||
| CAPITAL GAIN DIVIDENDS | $311,952 | P | |||
| CAPITAL GAIN DIVIDENDS | $311,952 | P | |||
| CAPITAL GAIN DIVIDENDS | $311,952 | P | |||
| CAPITAL GAIN DIVIDENDS | $311,952 | P | |||
| CAPITAL GAIN DIVIDENDS | $311,952 | P | |||
| CAPITAL GAIN DIVIDENDS | $311,952 | P | |||
| CAPITAL GAIN DIVIDENDS | $311,952 | P | |||
| CAPITAL GAIN DIVIDENDS | $311,952 | P | |||
| CAPITAL GAIN DIVIDENDS | $311,952 | P | |||
| CAPITAL GAIN DIVIDENDS | $311,952 | P | |||
| CAPITAL GAIN DIVIDENDS | $311,952 | P | |||
| CAPITAL GAIN DIVIDENDS | $311,952 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,995,112 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $74,070 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $74,070 | SubtotalAmt |
| Tax Based On Investment Income | $74,070 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $112,553 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $162,553 | TotalPaymentsAndCreditsAmt |
| Overpayment | $88,483 | OverpaymentAmt |
| Applied To ES Tax | $88,483 | 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 |
|---|---|---|---|---|---|---|---|---|
| SHEILA KONAR | ||||||||
| 75 THRUWAY PARK DRIVE | W HENRIETTA | NY | 14586 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| MARILYNN P GRANT | |||||||
| 227 GENESEE PARK BLVD | ROCHESTER | NY | 14619 | PROGRAM DIRECTOR | 40.0 | $151,884 | $16,073 |
| ANN MARIE MAHONEY | |||||||
| 63 ALGER DR | ROCHESTER | NY | 14624 | OFFICE MANAGER | 40.0 | $45,952 | $17,115 |
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 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $124,369,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,682,637 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $127,052,369 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $127,052,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,905,786 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $125,146,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,257,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,257,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74,070 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $74,070 | TotalTaxAmt |
| Distributable Before Adj | $6,183,259 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,183,259 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,183,259 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,277,330 | 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 | $7,277,330 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,277,330 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,183,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $331,368 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,008,919 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $205,793 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $611,555 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,157,635 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,277,330 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,183,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,094,071 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,251,706 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $331,368 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,920,338 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,008,919 | ExcessFromYear4Amt |
| Excess From Year2 | $205,793 | ExcessFromYear2Amt |
| Excess From Year1 | $611,555 | ExcessFromYear1Amt |
| Excess From Current Year | $1,094,071 | 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 (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Monroe Community College Foundation | ||||||||
| Damon City Campus | 228 East Main Street | Rochester | NY | 14604 | NONE | PC | Scholarship Support for Students | $25,000 |
| Cancer Wellness Connections | ||||||||
| 7 Brickston Drive | Pittsford | NY | 14534 | NONE | PC | Support for patient care/medical treatments | $2,500 | |
| Mayo Clinic Foundation | ||||||||
| 2200 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 | Program support to promote dance in communities | $2,500 | |
| JCC of Greater Rochester | ||||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | PC | General support | $2,500 | |
| JCC Rochester Jewish Film Festival | ||||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | PC | Jewish cultural support through film | $25,000 | |
| Jewish Community Federation | ||||||||
| 441 East Avenue | Rochester | NY | 14607 | NONE | PC | Services for Jewish community | $500,000 | |
| Jewish Family Service | ||||||||
| 441 East Avenue | Rochester | NY | 14607 | NONE | PC | Services for Jewish families | $182,575 | |
| Lifespan | ||||||||
| 1900 South Clinton Avenue | Rochester | NY | 14618 | NONE | PC | Elder Justice Fund | $75,000 | |
| The Little Theatre | ||||||||
| 240 East Avenue | Rochester | NY | 14604 | NONE | PC | Rehab Project | $50,000 | |
| Memorial Art Gallery | ||||||||
| 500 University Avenue | Rochester | NY | 146071484 | NONE | PC | Expanded Learning Collaboration & Online Teaching Resource Units plus Program Support for the Arts | $52,500 | |
| 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 - crisis fund, universal home visitation project | $310,000 | |
| US Holocaust Museum | ||||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 200242126 | NONE | PC | Tolerance education/promotion of Jewish history | $1,265,000 | |
| Breast Cancer Coalition of Rochester | ||||||||
| 10480 University Avenue | Rochester | NY | 14607 | NONE | PC | Support of breast cancer awareness programs/advocacy | $2,500 | |
| Water for 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 | $300,000 | |
| Sisters of St Joseph of Rochester | ||||||||
| 150 French Road | Rochester | NY | 146183822 | NONE | PC | MEDICAL SUPPORT OF RETIRED SISTERS | $3,500 | |
| Alzheimer's Association | ||||||||
| 435 East Henrietta Road | Rochester | NY | 14602 | NONE | PC | Program & services for Alzheimer's patients and special fund raising project | $52,500 | |
| Al Sigl Center | ||||||||
| 1000 Elmwood Avenue Suite 300 | Rochester | NY | 146203098 | NONE | PC | Support for programs & services to children & families | $2,500 | |
| Tourette Syndrome Association | ||||||||
| 42-40 Bell Blvd Suite 205 | Bayside | NY | 113612820 | NONE | PC | Program support services | $2,500 | |
| Dana Farber Cancer Institute | ||||||||
| 10 Brookline Place West | 6th Floor | Brookline | MA | 02445 | NONE | PC | ADOPT-A-LAB PROGRAM | $60,000 |
| Jewish Senior Life Foundation | ||||||||
| 2021 Winton Road South | Rochester | NY | 14618 | NONE | PC | Services for Jewish senior citizens plus repairs & upgrades | $100,000 | |
| Nazareth College | ||||||||
| 4245 East Avenue | Rochester | NY | 14618 | NONE | PC | Music Performance Center & Support for Center for Tolerance 7 Jewish Studies | $150,000 | |
| University of Rochester | ||||||||
| 300 E River Rd | PO Box 270032 | Rochester | NY | 14627 | NONE | PC | Grants & Program Support - Step to College | $279,224 |
| American Indian College Fund | ||||||||
| 8444 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | PROMOTE EDUCATION INITIATIVES & OPPORTUNITIES | $7,500 | |
| American Jewish Joint Community Fund | ||||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| BCF Scholarship Fund for BHS | ||||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02446 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| East House | ||||||||
| 259 MONROE AVENUE 200 | ROCHESTER | NY | 14607 | NONE | PC | RECOVERY SUPPORT SERVICES | $50,000 | |
| 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 | Program Support | $150,000 | |
| Greater Rochester Summer Learning Association | ||||||||
| 274 NORTH GOODMAN STREET D103 | ROCHESTER | NY | 14617 | NONE | PC | Summer LEAP | $60,000 | |
| Homesteads for Hope | ||||||||
| 2185 MANITOU ROAD | ROCHESTER | NY | 14506 | NONE | PC | Support Program Services | $50,000 | |
| Renaissance Academy Charter School | ||||||||
| 299 KIRK ROAD | ROCHESTER | NY | 14612 | NONE | PC | EXCELLENCE IN EDUCATION INITIATIVE | $3,000 | |
| 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 | $25,000 | |
| The Children's Agenda | ||||||||
| 1 SOUTH WASHINGTON STREET 120 | ROCHESTER | NY | 14614 | NONE | PC | ADVOCACY PROGRAMS | $60,000 | |
| The Lawrence W & Elyse Fine Community Foundation | ||||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | Trustee | PF | PROGRAM SUPPORT | $16,400 | |
| Baden Street Settlement | ||||||||
| 152 Baden Street | Rochester | NY | 14605 | None | PC | Grant for Program & Services to Youth, Adults & Families | $82,020 | |
| Borinquen Dance Theatre | ||||||||
| 121 Fitzhugh Street | Rochester | NY | 14614 | None | PC | Self development & grant program | $15,000 | |
| Cameron Community Ministries | ||||||||
| 48 Cameron Street | Rochester | NY | 14606 | None | PC | After School Academy Award | $3,000 | |
| Carthage College | ||||||||
| 2001 Alford Park Dr | Kenosha | WI | 53140 | None | PC | M Hancock Designation & Urban Teacher Prep Program | $55,000 | |
| Connected Communities | ||||||||
| 410 Atlantic Avenue | Rochester | NY | 14609 | None | PC | Program Support | $154,008 | |
| 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 | B Bethea Designation | $5,000 | |
| Freedom House | ||||||||
| 1850 M Street NW | Washington | DC | 20036 | None | PC | Program Support | $100,000 | |
| Hope Hall School | ||||||||
| 1612 Buffalo Road | Rochester | NY | 14624 | None | PC | Summer Learning Program | $500 | |
| 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 | D Vega Designation | $5,000 | |
| Rochester Broadway Theatre League | ||||||||
| 885 E Main Street | Rochester | NY | 14605 | None | PC | Theatre Arts Education | $7,500 | |
| Rochester Institute of Technology | ||||||||
| 1 Lomb Memorial Drive | Rochester | NY | 14623 | None | PC | MCAS Summer Bridge Program | $50,000 | |
| St John Fisher College | ||||||||
| 3690 East Avenue | Rochester | NY | 14618 | None | PC | Trauma Sensitive Community Program | $24,471 | |
| The Center For Teen Empowerment | ||||||||
| 392 Genesee Street | Rochester | NY | 14611 | None | PC | Program Services & Beachwood Expansion Site | $100,800 | |
| The Strong Museum | ||||||||
| 1 Manhattan Square | Rochester | NY | 14607 | None | PC | Support of program services | $109,000 | |
| University of Rochester Warner School of Education | ||||||||
| 500 Wilson Blvd | Rochester | NY | 14627 | None | PC | A12059-CUES & Project Read | $830,000 | |
| Young Women's College Prep Foundation | ||||||||
| 133 Hoover Drive | Rochester | NY | 14615 | None | PC | J Gkourlias Designation | $5,000 | |
| YWCA of Rochester & Monroe County | ||||||||
| 175 N Clinton Ave | Rochester | NY | 14604 | None | PC | Program Support | $6,000 | |
| City of Rochester | ||||||||
| 30 Church Street | Rochester | NY | 14614 | None | PC | Special programs - Inspiring Beauty & Distinguished Gentlemen | $6,000 | |
| Friends & Foundation of Rochester Library | ||||||||
| 115 South Avenue | Rochester | NY | 14604 | None | PC | Support Program Services | $35,000 | |
| Ibero-American Action League | ||||||||
| 817 E Main Street | Rochester | NY | 14605 | None | PC | Premier Sponsor & El Camino Neighborhood Park Program Expansion | $15,000 | |
| Jewish Federation of Greater Rochester | ||||||||
| 255 East Avenue | Rochester | NY | 14604 | None | PC | Support Program Services, Community Relief & Recovery Fund | $427,903 | |
| Pathstone | ||||||||
| 400 East Avenue | Rochester | NY | 14607 | None | PC | Champion of Diversity Project and other program services | $5,000 | |
| University of Rochester Medical Center | ||||||||
| 601 Elmwood Avenue | Rochester | NY | 14642 | None | PC | Health Care Programs | $125,000 | |
| William Warfield Scholarship Fund | ||||||||
| PO Box 31992 | Rochester | NY | 14603 | None | PC | Classical Vocal Competition | $11,500 | |
| Woodland Golf Club Scholarship Foundation | ||||||||
| 1897 Washington Street | Auburndale | MA | 02466 | None | PC | Support young golfers with scholarships | $10,000 | |
| Common Ground Foundation Inc | ||||||||
| 1387 Fairport Road Suite 800 | Fairport | NY | 14450 | None | PC | Citizen Panel | $125,000 | |
| 540 WMain Inc | ||||||||
| 36 King St | Rochester | NY | 14608 | none | PC | Support program to address anti-Semitic and anti-black beliefs | $5,000 | |
| Academy of Health Sciences Charter School | ||||||||
| 1001 Lake Avenue 3 | Rochester | NY | 14613 | none | PC | AED Defibrillator Package | $1,695 | |
| ARC Foundation of Monroe | ||||||||
| 2060 Brighton-Henrietta Townline Rd | Rochester | NY | 14623 | none | PC | Home makeover challenge | $14,000 | |
| Asbury First United Methodist Church | ||||||||
| 1050 East Ave | Rochester | NY | 14607 | none | PC | Community Outreach Center | $50,000 | |
| Convergence Center for Policy Resolution | ||||||||
| 1133 19th St NW Suite 410 | Washington | DC | 20036 | none | PC | Tolerance Education | $5,000 | |
| Dress for Success Rochester | ||||||||
| 47 State St | Rochester | NY | 14614 | none | PC | Express mobile boutique & career center | $50,000 | |
| Friends of Thai Daughters | ||||||||
| PO Box 370 | Trevett | ME | 04571 | none | PC | Program support | $5,000 | |
| Gateways Music Festival Inc | ||||||||
| 26 Gibbs St | Rochester | NY | 14604 | none | PC | Festival to support the community | $10,000 | |
| Generation Two | ||||||||
| PO Box 18626 | Rochester | NY | 14618 | none | PC | Education - please play campaign | $5,000 | |
| Geneseo Foundation Inc | ||||||||
| Doty 236 | One College Circle | Geneseo | NY | 14454 | none | PC | Education - Kids after school program | $5,000 |
| Greater Rochester Chamber of Commerce | ||||||||
| 150 State St Suite 400 | Rochester | NY | 14614 | none | PC | Program support | $2,000 | |
| International African American Museum | ||||||||
| PO Box 22761 | Charleston | SC | 29413 | none | PC | Program Support | $5,000 | |
| Junior Achievement of Central Upstate NY | ||||||||
| 1 South Washington St 110 | Rochester | NY | 14614 | none | PC | Discovery Center | $100,000 | |
| Mikva Challenge | ||||||||
| 200 S Michigan Ave Suite 1000 | Chicago | IL | 60604 | none | PC | Rochester City School District - SS Dept. Actions Civics Model Site Initiative | $120,000 | |
| National Susan B Anthony Museum & House | ||||||||
| 17 Madison St | Rochester | NY | 14608 | none | PC | Program support | $1,500 | |
| REACH Advocacy | ||||||||
| PO Box 10845 | Rochester | NY | 14610 | none | PC | COVID Food Operation | $38,000 | |
| Rochester Ara Community Foundation | ||||||||
| 500 East Ave | Rochester | MP | 14607 | none | PC | Nautilus Scholarship Fund | $25,000 | |
| Rochester Business Journal | ||||||||
| 16 W Main St Suite341 | Rochester | NY | 14614 | none | PC | Support Women of Excellence Program | $1,900 | |
| Rochester Childfirst Network | ||||||||
| 941 South Ave | Rochester | NY | 14620 | none | PC | Engaging Little Learners in STEM | $10,000 | |
| Rochester City Ballet | ||||||||
| 1326 University Ave | Rochester | NY | 14607 | none | PC | Accessible Nutcracker & Ugly Duckling Performance | $20,000 | |
| Rochester People's Climate Coalition | ||||||||
| 758 South Ave | Rochester | NY | 14620 | none | PC | Climate Focused Collective Impact Initiative | $25,000 | |
| The Shore Foundation | ||||||||
| 52 Marway Circle Suite 2 | Rochester | NY | 14624 | none | PC | Refurbished laptops for low-income students | $11,000 | |
| United Negro College Fund Inc | ||||||||
| 80 Pjne St 9th Floor | New York | NY | 10005 | none | PC | HBCU College Fair | $25,000 | |
| University of Rochester NI | ||||||||
| 601 Elmwood Ave | Rochester | NM | 14612 | none | PC | Program support | $10,000 | |
| Worker Justice Center of New York | ||||||||
| 1187 Culver Rd | Rochester | NY | 14609 | none | PC | Listening to undocumented voices, immigrant women speak program | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,929,996 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $526 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,965,659 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,995,112 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS PORTFOLIO INCOME | Desc |
| Exclusion | $1,961 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,963,258 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,963,258 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & 990PF PREPARATION | CategoryTxt |
| Amt | $17,650 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,650 | 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 | $813 | M5 | $112 | |
| LEASEHOLD IMPRVMNT | 2017-05-17 | $88,490 | $5,958 | M39 | $2,269 | |
| COMPUTER SOFTWARE | 2017-01-18 | $10,588 | $10,293 | SL | $295 | 3 |
| FURNITURE/FIXTURES | 2017-05-01 | $70,095 | $39,443 | M7 | $8,755 | |
| COMPUTER EQUIPMENT | 2017-03-14 | $36,180 | $25,761 | M5 | $4,168 | |
| SIGNAGE/LOGO PANEL | 2018-06-11 | $10,675 | $422 | M39 | $274 | |
| DOORS | 2018-09-20 | $4,986 | $165 | M39 | $128 | |
| LOBBY FURNITURE | 2018-07-06 | $1,192 | $462 | M7 | $208 | |
| TABLES | 2018-09-13 | $2,814 | $1,091 | M7 | $492 | |
| FILE CABINETS | 2018-12-14 | $1,655 | $641 | M7 | $289 |
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 | $14,438,839 | $14,744,687 |
| BERNSTEIN | $95,422,826 | $111,181,649 |
| MORGAN STANLEY | $9,086,717 | $10,399,399 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $1,024 | $925 | $99 |
| LEASEHOLD IMPRVMNT | $88,490 | $8,227 | $80,263 |
| COMPUTER SOFTWARE | $10,588 | $10,588 | |
| FURNITURE/FIXTURES | $70,095 | $48,198 | $21,897 |
| COMPUTER EQUIPMENT | $36,180 | $29,929 | $6,251 |
| SIGNAGE/LOGO PANEL | $10,675 | $696 | $9,979 |
| DOORS | $4,986 | $293 | $4,693 |
| LOBBY FURNITURE | $1,192 | $670 | $522 |
| TABLES | $2,814 | $1,583 | $1,231 |
| FILE CABINETS | $1,655 | $930 | $725 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,774 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,774 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS/INTEREST RECEIVABLE | Desc |
| BOY Book Value | $204,591 | BOYBookValueAmt |
| EOY Book Value | $192,533 | EOYBookValueAmt |
| EOYFMV | $192,533 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $1,143 | $1,143 | |
| MANAGEMENT FEE | $19,500 | $19,500 | |
| MAIL/COURIER SERVICE | $1,319 | $1,319 | |
| INFORMATION TECHNOLOGY | $19,352 | $19,352 | |
| OFFICE SUPPLIES | $3,918 | $3,918 | |
| INSURANCE | $4,593 | $4,593 | |
| DUES & SUBSCRIPTIONS | $9,052 | $9,052 | |
| TELEPHONE | $1,235 | $1,235 | |
| MAINTENANCE | $2,059 | $2,059 | |
| ADVERSTISING & MARKETING | $2,239 | $2,239 | |
| CAM CHARGES | $3,863 | $3,863 | |
| MISCELLANEOUS INVESTMENT EXPEN | $71,868 | $71,868 | |
| OTHER PORTFOLIO EXPENSES | $50,110 | $50,110 | |
| NYS FILING FEES | $1,500 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Revenue And Expenses Per Books | $1,961 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,961 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADVISORY COUNCIL FEES | $5,000 | $5,000 | |
| INVESTMENT MANAGEMENT FEES | $325,268 | $325,268 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $59,260 | $59,260 |
| FEDERAL TAXES | $120,000 | $120,000 |