WILLIAM & SHEILA KONAR FOUNDATION: Form 990PF, tax year 2019
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- Organization
- WILLIAM & SHEILA KONAR FOUNDATION (EIN 22-2434846)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202033099349101108
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-04T15:58:52-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia Jewell | PreparerPersonNm |
| PTIN | P01234019 | PTIN |
| Phone | 5854258554 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.74.176.44 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 16576020203095000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 00BD1B90B7DECE0D3702B0F6ACAFC931DC98C9B1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 00BD1B90B7DECE0D3702B0F6ACAFC931DC98C9B1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $136,916,007 | 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 | $6,802,896 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,313 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,313 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,567,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,567,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,684,781 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,992,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,684,781 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,640 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,640 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,063,100 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,260,204 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $195,730 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $195,730 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $33,567 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $33,567 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $156,375 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $156,375 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $251,747 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250,247 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $26,933 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $17,217 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,217 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,583 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $3,583 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $481,132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $402,102 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,030 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,189,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $669,974 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $491,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,356,572 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,356,572 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,546,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $669,974 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,847,949 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,516,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,590,230 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,818,655 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,854,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,854,944 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $114,639,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $120,130,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $133,413,824 | 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 | $85,051 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $169,583 | LandBOYAmt |
| Land EOY | $142,648 | LandEOYAmt |
| Land EOYFMV | $142,648 | LandEOYFMVAmt |
| Other Assets BOY | $188,473 | OtherAssetsBOYAmt |
| Other Assets EOY | $204,591 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $204,591 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $118,115,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,632,742 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $136,916,007 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $118,115,998 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $123,632,742 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,115,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,632,742 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $118,115,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,632,742 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,115,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,516,744 | ExcessRevenueOverExpensesAmt |
| Subtotal | $123,632,742 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $123,632,742 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MS #143165 - ST COVERED | P | $23,346 | $23,388 | -$42 | -$42 |
| MS #143165 - LT COVERED | P | $491,918 | $518,884 | -$26,966 | -$26,966 |
| MS #010037 - ST COVERED | P | $339,819 | $327,031 | $12,788 | $12,788 |
| MS #010337 - LT COVERED | P | $156,873 | $151,952 | $4,921 | $4,921 |
| MS #010337 - LT NON-COVERED | P | $22,076 | $19,531 | $2,545 | $2,545 |
| MS #010039 - ST COVERED | P | $74,050 | $66,643 | $7,407 | $7,407 |
| MS #010039 - LT COVERED | P | $383,540 | $307,000 | $76,540 | $76,540 |
| MS #010039 - LT NON-COVERED | P | $4,263 | $4,734 | -$471 | -$471 |
| MS #010041 - ST COVERED | P | $4,230 | $4,035 | $195 | $195 |
| MS #010041 - LT COVERED | $87,572 | $72,975 | $14,597 | $14,597 | |
| MS #010042 - ST COVERED | P | $114,092 | $108,112 | $5,980 | $5,980 |
| MS #010042 - LT COVERED | P | $360,869 | $367,720 | -$6,851 | -$6,851 |
| MS #010082 - ST COVERED | P | $58,257 | $69,406 | -$11,149 | -$11,149 |
| MS #010082 - LT COVERED | $240,967 | $148,667 | $92,300 | $92,300 | |
| BERNSTEIN #99481 - ST COVERED | P | $2,607,530 | $2,778,200 | -$170,670 | -$170,670 |
| BERNSTEIN #99481 - LT COVERED | P | $18,083,695 | $15,339,443 | $2,744,252 | $2,744,252 |
| BERNSTEIN #99481 - CIL | P | $27 | $27 | $27 | |
| CAPITAL GAIN DIVIDENDS | P | $134,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,684,781 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,259,762 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $123,191,517 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050813 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,649,986 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $96,496,712 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037825 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,260,435 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,292,913 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08937 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,020,662 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,248,199 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.110363 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $976,696 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,354,808 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.132797 | DistributionYr5Rt |
| Total Distribution | 0.421168 | TotalDistributionRt |
| Average Distribution | 0.084234 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $126,963,970 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,694,683 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $55,902 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,750,585 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,847,949 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $111,805 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $111,805 | SubtotalAmt |
| Tax Based On Investment Income | $111,805 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $108,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $178,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $66,195 | OverpaymentAmt |
| Applied To ES Tax | $66,195 | 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 | Yes (true) | 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 | $129,594 | $12,111 |
| ANN MARIE MAHONEY | |||||||
| 62 BRIGHT OAKS DR | ROCHESTER | NY | 14624 | OFFICE MANAGER | 40.0 | $48,721 | $16,187 |
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 | $125,699,030 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,198,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $128,897,431 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $128,897,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,933,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $126,963,970 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,348,199 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,348,199 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $111,805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $111,805 | TotalTaxAmt |
| Distributable Before Adj | $6,236,394 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,236,394 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,236,394 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,847,949 | 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 | $6,847,949 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,847,949 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,236,394 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $331,368 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,008,919 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $205,793 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,546,080 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,847,949 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,236,394 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $611,555 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,157,635 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,157,635 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $331,368 | ExcessFromYear4Amt |
| Excess From Year3 | $1,008,919 | ExcessFromYear3Amt |
| Excess From Year1 | $205,793 | ExcessFromYear1Amt |
| Excess From Current Year | $611,555 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE - SEE SCHEDULE B | 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 (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Monroe Community College Foundation | |||||||||||
| Damon City Campus | 228 East Main Street | Rochester | NY | 14604 | NONE | PC | Scholarship Support for Students | $30,000 | |||
| 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 | POF | 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 | Urban Design Associates Charettes and Jewish Book Festival | $27,500 | ||||
| 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 | $147,270 | ||||
| Lifespan | |||||||||||
| 1900 South Clinton Avenue | Rochester | NY | 14618 | NONE | PC | Services for geriatric care | $20,000 | ||||
| The Little Theatre | |||||||||||
| 240 East Avenue | Rochester | NY | 14604 | NONE | PC | Support of local artists, music & film | $50,000 | ||||
| Memorial Art Gallery | |||||||||||
| 500 University Avenue | Rochester | NY | 146071484 | NONE | PC | Program support for the arts | $27,500 | ||||
| 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 | $48,000 | ||||
| US Holocaust Museum | |||||||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 200242126 | NONE | PC | Tolerance education/promotion of Jewish history | $1,270,000 | ||||
| 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 | $303,227 | ||||
| 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 | $32,910 | ||||
| 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 & Program Support | $150,000 | ||||
| University of Rochester | |||||||||||
| 300 E River Rd | PO Box 270032 | Rochester | NY | 14627 | NONE | PC | Grants & Program Support | $116,239 | |||
| 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 | $7,500 | ||||
| BCF Scholarship Fund for BHS | |||||||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02446 | NONE | PC | PROGRAM SUPPORT | $13,000 | ||||
| East House | |||||||||||
| 259 MONROE AVENUE 200 | ROCHESTER | NY | 14607 | NONE | PC | RECOVERY SUPPORT SERVICES | $10,000 | ||||
| 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 | POF | 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 | $1,500 | ||||
| Rochester Museum & Science Center | |||||||||||
| 657 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | PROGRAM SUPPORT | $32,500 | ||||
| Rochester Police Foundation | |||||||||||
| 115 Liberty Pole Way | ROCHESTER | NY | 14604 | NONE | PC | Field of Dreams | $1,000 | ||||
| The Center for Youth Services | |||||||||||
| 905 MONROE AVENUE | ROCHESTER | NY | 14620 | NONE | PC | CRISES NURSERY & Host Homes | $55,000 | ||||
| The Children's Agenda | |||||||||||
| 1 SOUTH WASHINGTON STREET 120 | ROCHESTER | NY | 14614 | NONE | PC | ADVOCACY PROGRAM | $175,765 | ||||
| The Lawrence W & Elyse Fine Community Foundation | |||||||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | Trustee | PF | PROGRAM SUPPORT | $13,900 | ||||
| Baden Street Settlement | |||||||||||
| 152 Baden Street | Rochester | NY | 14605 | None | PC | Grant for Program & Services to Youth, Adults & Families | $83,275 | ||||
| Borinquen Dance Theatre | |||||||||||
| 121 Fitzhugh Street | Rochester | NY | 14614 | None | PC | Self development & grant program | $40,000 | ||||
| Cameron Community Ministries | |||||||||||
| 48 Cameron Street | Rochester | NY | 14606 | None | PC | After School Academy Award | $20,000 | ||||
| Carthage College | |||||||||||
| 2001 Alford Park Dr | Kenosha | WI | 53140 | None | PC | M Hancock Designation | $5,000 | ||||
| Childrens Institute | |||||||||||
| 274 Goodman Street N | Rochester | NY | 14607 | None | PC | Kids & Trucks | $600 | ||||
| Connected Communities | |||||||||||
| 410 Atlantic Avenue | Rochester | NY | 14609 | None | PC | Program Support | $174,842 | ||||
| Flower City Arts Center | |||||||||||
| 713 Monroe Avenue | Rochester | NY | 14607 | None | PC | Educational Programs | $50,000 | ||||
| Foodlink | |||||||||||
| 1999 Mt Read Blvd | Rochester | NY | 14615 | None | PC | Community Kitchen Institute | $150,000 | ||||
| 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 | $75,000 | ||||
| Lymphatic Education & Research Network | |||||||||||
| 261 Madison Avenue | New York | NY | 10016 | None | PC | Program Support | $2,500 | ||||
| NY Funders Alliance | |||||||||||
| 431 E Fayette St | Syracuse | NY | 13202 | None | PC | Support Program Services | $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 | $5,000 | ||||
| Rochester Institute of Technology | |||||||||||
| 1 Lomb Memorial Drive | Rochester | NY | 14623 | None | PC | MCAS Summer Bridge Program | $50,000 | ||||
| Southwest Area Neighborhood Association | |||||||||||
| 275 Drive Samuel McCree Way | Rochester | NY | 14611 | None | PC | Support for Nichols Construction & Repairs | $87,731 | ||||
| St John Fisher College | |||||||||||
| 3690 East Avenue | Rochester | NY | 14618 | None | PC | Grant for program services | $23,907 | ||||
| Livingston County Cares - SUNY Geneseo | |||||||||||
| 1 College Circle | Geneseo | NY | 14454 | None | PC | Home Away From Home | $5,000 | ||||
| The Center For Teen Empowerment | |||||||||||
| 392 Genesee Street | Rochester | NY | 14611 | None | PC | Program Services & Visionary Sponsorship | $102,500 | ||||
| The Strong Museum | |||||||||||
| 1 Manhattan Square | Rochester | NY | 14607 | None | PC | The BIG Piano and support of program services | $120,000 | ||||
| Theta Alpha Zeta Chapter | |||||||||||
| Unknown | Rochester | NY | 14604 | None | PC | Scholarship support | $1,500 | ||||
| University of Rochester Warner School of Education | |||||||||||
| 500 Wilson Blvd | Rochester | NY | 14627 | None | PC | A12059-CUES | $830,000 | ||||
| Young Women's College Prep Foundation | |||||||||||
| 133 Hoover Drive | Rochester | NY | 14615 | None | POF | J Gkourlias Designation | $5,000 | ||||
| YWCA of Rochester & Monroe County | |||||||||||
| 175 N Clinton Ave | Rochester | NY | 14604 | None | PC | Program Support | $1,200 | ||||
| Bishop Kearney | |||||||||||
| 125 Kings Highway S | Rochester | NY | 14617 | None | PC | Family Emergency Fund | $25,000 | ||||
| City of Rochester | |||||||||||
| 30 Church Street | Rochester | NY | 14614 | None | PC | Special programs - Inspiring Beauty & Distinguished Gentlemen | $6,000 | ||||
| Foundation of Jewish Federation of Rochester | |||||||||||
| 255 East Avenue Suite 201 | Rochester | NY | 14604 | None | POF | Program Services | $112,500 | ||||
| Friends & Foundation of Rochester Library | |||||||||||
| 115 South Avenue | Rochester | NY | 14604 | None | PC | Support Program Services | $11,880 | ||||
| Heritage Christian Services | |||||||||||
| 275 Kenneth Drive Suite 100 | Rochester | NY | 14623 | None | PC | Support Program Services | $10,000 | ||||
| Ibero-American Action League | |||||||||||
| 817 E Main Street | Rochester | NY | 14605 | None | PC | Premier Sponsor | $4,900 | ||||
| Jewish Federation of Greater Rochester | |||||||||||
| 255 East Avenue | Rochester | NY | 14604 | None | PC | Support Program Services | $160,000 | ||||
| NY Newspapers Foundation | |||||||||||
| 252 Hudson Avenue | Albany | NY | 12210 | None | PC | Literacy Program | $2,500 | ||||
| OWN Rochester | |||||||||||
| 30 Church Street | Rochester | NY | 14614 | None | PC | Grant for program services to strengthen local economy | $200,000 | ||||
| Pathstone | |||||||||||
| 400 East Avenue | Rochester | NY | 14607 | None | PC | Champion of Diversity Project and other program services | $8,500 | ||||
| St John's Home Foundation | |||||||||||
| 150 Highland Avenue | Rochester | NY | 14620 | None | PC | Program Services | $2,500 | ||||
| The Commissary | |||||||||||
| 250 East Main Street | Rochester | NY | 14604 | None | PC | Downtown Kitchen Incubator | $50,000 | ||||
| The Links Foundation - Rochester Chapter | |||||||||||
| 1200 Massachusetts Ave NW | Washington | DC | 20005 | None | PC | Program Services | $2,600 | ||||
| The Women's Foundation of Genesee Valley | |||||||||||
| 494 East Avenue | Rochester | NY | 14607 | None | PC | Girls Literacy Initiative | $7,500 | ||||
| United for Christchurch Mosque Shootings | |||||||||||
| None | NC | Support shooting victims | $1,054 | Unknown | Christchurch | NZ | |||||
| University of Rochester Medical Center | |||||||||||
| 601 Elmwood Avenue | Rochester | NY | 14642 | None | PC | CHAMPP Program | $115,772 | ||||
| University Preparatory Charter School | |||||||||||
| 1290 Lake Avenue | Rochester | NY | 14613 | None | PC | Bridging Technology Gap | $50,000 | ||||
| Urban League of Rochester | |||||||||||
| 265 N Clinton Ave | Rochester | NY | 14605 | None | PC | Program services | $2,500 | ||||
| William Warfield Scholarship Fund | |||||||||||
| PO Box 31992 | Rochester | NY | 14603 | None | PC | Classical Vocal Competition | $9,500 | ||||
| Woodland Golf Club Scholarship Foundation | |||||||||||
| 1897 Washington Street | Auburndale | MA | 02466 | None | PC | Support young golfers with scholarships | $12,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,356,572 | 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 | $1,313 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,567,470 | 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 | $2,684,781 | 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 | $6,640 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,260,204 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,260,204 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| William B Konar Estate | |||||||
| 1 | 75 Thruway Park Drive | W Henrietta | NY | 14586 | $1,973,427 | Yes (X) | |
| William B Konar Estate | |||||||
| 2 | 75 Thruway Park Drive | W Henrietta | NY | 14586 | $587,727 | Yes (X) | |
| William B Konar Estate | |||||||
| 3 | 75 Thruway Park Drive | W Henrietta | NY | 14586 | $492,234 | Yes (X) | |
| William B Konar Estate | |||||||
| 4 | 75 Thruway Park Drive | W Henrietta | NY | 14586 | $3,749,426 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 5,208 Shares CVS Health Corp | NoncashPropertyDesc |
| Fair Market Value | $492,234 | FairMarketValueAmt |
| Received | 2019-05-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & 990PF PREPARATION | CategoryTxt |
| Amt | $23,500 | Amt |
| Net Investment Income | $17,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,875 | 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 | $673 | M5 | $140 | |
| LEASEHOLD IMPRVMNT | 2017-05-17 | $88,490 | $3,689 | M39 | $2,269 | |
| COMPUTER SOFTWARE | 2017-01-18 | $10,588 | $6,764 | SL | $3,529 | 3 |
| FURNITURE/FIXTURES | 2017-05-01 | $70,095 | $27,183 | M7 | $12,260 | |
| COMPUTER EQUIPMENT | 2017-03-14 | $36,180 | $18,814 | M5 | $6,947 | |
| SIGNAGE/LOGO PANEL | 2018-06-11 | $10,675 | $148 | M39 | $274 | |
| DOORS | 2018-09-20 | $4,986 | $37 | M39 | $128 | |
| LOBBY FURNITURE | 2018-07-06 | $1,192 | $170 | M7 | $292 | |
| TABLES | 2018-09-13 | $2,814 | $402 | M7 | $689 | |
| FILE CABINETS | 2018-12-14 | $1,655 | $236 | M7 | $405 |
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 | $9,138,243 | $9,454,026 |
| BERNSTEIN | $102,378,404 | $113,995,466 |
| MORGAN STANLEY | $8,613,912 | $9,964,332 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $1,024 | $813 | $211 |
| LEASEHOLD IMPRVMNT | $88,490 | $5,958 | $82,532 |
| COMPUTER SOFTWARE | $10,588 | $10,293 | $295 |
| FURNITURE/FIXTURES | $70,095 | $39,443 | $30,652 |
| COMPUTER EQUIPMENT | $36,180 | $25,761 | $10,419 |
| SIGNAGE/LOGO PANEL | $10,675 | $422 | $10,253 |
| DOORS | $4,986 | $165 | $4,821 |
| LOBBY FURNITURE | $1,192 | $462 | $730 |
| TABLES | $2,814 | $1,091 | $1,723 |
| FILE CABINETS | $1,655 | $641 | $1,014 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS/INTEREST RECEIVABLE | Desc |
| BOY Book Value | $188,473 | BOYBookValueAmt |
| EOY Book Value | $204,591 | EOYBookValueAmt |
| EOYFMV | $204,591 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $6,099 | $6,099 | |
| INVESTMENT MANAGEMENT FEE | $400,512 | $400,512 | |
| MANAGEMENT FEE | $16,500 | $16,500 | |
| MAIL/COURIER SERVICE | $1,879 | $1,879 | |
| INFORMATION TECHNOLOGY | $19,459 | $19,459 | |
| OFFICE SUPPLIES | $5,430 | $5,430 | |
| INSURANCE | $4,492 | $4,492 | |
| DUES & SUBSCRIPTIONS | $9,320 | $9,320 | |
| TELEPHONE | $1,062 | $1,062 | |
| MAINTENANCE | $2,455 | $2,455 | |
| ADVERSTISING & MARKETING | $5,420 | $5,420 | |
| CAM CHARGES | $6,914 | $6,914 | |
| ESTATE AMINISTRATION FEES | $1,590 | $1,590 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Revenue And Expenses Per Books | $6,640 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,640 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADVISORY COUNCIL FEES | $6,000 | $6,000 |
| PROFESSIONAL & CONSULTING FEES | $150,375 | $150,375 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| William B Konar Estate | |||
| 75 Thruway Park Drive | W Henrietta | NY | 14586 |
| William B Konar Estate | |||
| 75 Thruway Park Drive | W Henrietta | NY | 14586 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $76,640 | $76,640 |
| NYS FILING FEES | $1,500 | |
| FEDERAL TAXES | $173,607 | $173,607 |