2020-11-04T15:58:52-06:00 2019-12-31 JEWELL TAX & CONSULTING LLC 6 Northwood Drive Fairport NY 14450 990PF 2019-01-01 222434846 William & Sheila Konar Foundation % ANN MARIE MAHONEY WILL 5855332900 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 HOWARD KONAR Trustee 5853344110 2020-04-14 true Cynthia Jewell P01234019 5854258554 X 74.74.176.44 16576020203095000000 2020-11-04 P 00BD1B90B7DECE0D3702B0F6ACAFC931DC98C9B1 00BD1B90B7DECE0D3702B0F6ACAFC931DC98C9B1 2019 2021-04-22 16:20:28Z X 136916007 X 6802896 1313 1313 3567470 3567470 2684781 22992502 2684781 6640 6640 13063100 6260204 0 195730 195730 33567 33567 23500 17625 0 5875 156375 156375 251747 250247 26933 17217 17217 3583 3583 481132 402102 79030 1189784 669974 0 491377 6356572 6356572 7546356 669974 0 6847949 5516744 5590230 2818655 2854944 2854944 114639287 120130559 133413824 300000 300000 300000 227699 85051 169583 142648 142648 188473 204591 204591 118115998 123632742 136916007 0 0 0 X 118115998 123632742 118115998 123632742 118115998 123632742 118115998 5516744 123632742 123632742 MS #143165 - ST COVERED P 23346 23388 -42 -42 MS #143165 - LT COVERED P 491918 518884 -26966 -26966 MS #010037 - ST COVERED P 339819 327031 12788 12788 MS #010337 - LT COVERED P 156873 151952 4921 4921 MS #010337 - LT NON-COVERED P 22076 19531 2545 2545 MS #010039 - ST COVERED P 74050 66643 7407 7407 MS #010039 - LT COVERED P 383540 307000 76540 76540 MS #010039 - LT NON-COVERED P 4263 4734 -471 -471 MS #010041 - ST COVERED P 4230 4035 195 195 MS #010041 - LT COVERED 87572 72975 14597 14597 MS #010042 - ST COVERED P 114092 108112 5980 5980 MS #010042 - LT COVERED P 360869 367720 -6851 -6851 MS #010082 - ST COVERED P 58257 69406 -11149 -11149 MS #010082 - LT COVERED 240967 148667 92300 92300 BERNSTEIN #99481 - ST COVERED P 2607530 2778200 -170670 -170670 BERNSTEIN #99481 - LT COVERED P 18083695 15339443 2744252 2744252 BERNSTEIN #99481 - CIL P 27 27 27 CAPITAL GAIN DIVIDENDS P 134014 2684781 false 6259762 123191517 0.050813 3649986 96496712 0.037825 2260435 25292913 0.08937 1020662 9248199 0.110363 976696 7354808 0.132797 0.421168 0.084234 126963970 10694683 55902 10750585 6847949 111805 111805 111805 108000 70000 178000 66195 66195 false false false false false false false true true NY true false true false false true konarfoundation.org ANN MARIE MAHONEY 5855332903 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 false false false false false false false false false false false false false false false false false false false false false false 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 MARILYNN P GRANT 227 GENESEE PARK BLVD ROCHESTER NY 14619 PROGRAM DIRECTOR 40.0 129594 12111 ANN MARIE MAHONEY 62 BRIGHT OAKS DR ROCHESTER NY 14624 OFFICE MANAGER 40.0 48721 16187 NONE NONE 125699030 3198401 0 128897431 0 128897431 1933461 126963970 6348199 6348199 111805 111805 6236394 6236394 6236394 6847949 0 0 0 0 6847949 6847949 6236394 0 2017 2016 2015 0 331368 1008919 205793 1546080 6847949 0 6236394 611555 2157635 0 0 0 0 2157635 331368 1008919 205793 611555 NONE - SEE SCHEDULE B NONE Ann Marie Mahoney 75 THRUWAY PARK DRIVE W Henrietta NY 14586 AMMahoney@konarfoundation.org Submit a letter of intent and provide a brief overview of the organization and the reason for the grant request. One month prior to the quarterly trustee meetings held mid-March, mid-June, mid-September, mid-Novem Grants are awarded in the areas of education, cultural & civic organizations, improvement to health care services, promotion of ethnic/religious/cultural understanding & tolerance, benefits to the Jewish community. Monroe Community College Foundation Damon City Campus 228 East Main Street Rochester NY 14604 NONE PC Scholarship Support for Students 30000 Cancer Wellness Connections 7 Brickston Drive Pittsford NY 14534 NONE PC Support for patient care/medical treatments 2500 Mayo Clinic Foundation 2200 First Street SW Rochester MN 559050001 NONE POF General support for greatest needs at Mayo Clinic 2500 Chabad Lubavitch 1037 Winton Road South Rochester NY 14618 NONE PC Services for Jewish community 10000 Garth Fagan Dance 50 Chestnut Street Rochester NY 14604 NONE PC Program support to promote dance in communities 2500 JCC of Greater Rochester 1200 Edgewood Avenue Rochester NY 14618 NONE PC Urban Design Associates Charettes and Jewish Book Festival 27500 JCC Rochester Jewish Film Festival 1200 Edgewood Avenue Rochester NY 14618 NONE PC Jewish cultural support through film 25000 Jewish Community Federation 441 East Avenue Rochester NY 14607 NONE PC Services for Jewish community 500000 Jewish Family Service 441 East Avenue Rochester NY 14607 NONE PC Services for Jewish families 147270 Lifespan 1900 South Clinton Avenue Rochester NY 14618 NONE PC Services for geriatric care 20000 The Little Theatre 240 East Avenue Rochester NY 14604 NONE PC Support of local artists, music & film 50000 Memorial Art Gallery 500 University Avenue Rochester NY 146071484 NONE PC Program support for the arts 27500 Rochester Philharmonic Orchestra 108 East Avenue Rochester NY 14604 NONE PC Annual campaign support for local musicians 50000 United Way 75 College Avenue Rochester NY 146071009 NONE PC General community support services 48000 US Holocaust Museum 100 Raoul Wallenberg Place SW Washington DC 200242126 NONE PC Tolerance education/promotion of Jewish history 1270000 Breast Cancer Coalition of Rochester 10480 University Avenue Rochester NY 14607 NONE PC Support of breast cancer awareness programs/advocacy 2500 Water for Sudan PO Box 25551 Rochester NY 14625 NONE PC Provide access to clean water for Sudanese communities 2500 George Eastman Museum 900 East Avenue Rochester NY 146072298 NONE PC Support for museum's activities/programs 303227 Sisters of St Joseph of Rochester 150 French Road Rochester NY 146183822 NONE PC MEDICAL SUPPORT OF RETIRED SISTERS 3500 Alzheimer's Association 435 East Henrietta Road Rochester NY 14602 NONE PC Program & services for Alzheimer's patients and special fund raising project 32910 Al Sigl Center 1000 Elmwood Avenue Suite 300 Rochester NY 146203098 NONE PC Support for programs & services to children & families 2500 Tourette Syndrome Association 42-40 Bell Blvd Suite 205 Bayside NY 113612820 NONE PC Program support services 2500 Dana Farber Cancer Institute 10 Brookline Place West 6th Floor Brookline MA 02445 NONE PC ADOPT-A-LAB PROGRAM 60000 Jewish Senior Life Foundation 2021 Winton Road South Rochester NY 14618 NONE PC Services for Jewish senior citizens plus repairs & upgrades 100000 Nazareth College 4245 East Avenue Rochester NY 14618 NONE PC Music Performance Center & Program Support 150000 University of Rochester 300 E River Rd PO Box 270032 Rochester NY 14627 NONE PC Grants & Program Support 116239 American Indian College Fund 8444 GREENWOOD BLVD DENVER CO 80221 NONE PC PROMOTE EDUCATION INITIATIVES & OPPORTUNITIES 7500 American Jewish Joint Community Fund 220 EAST 42ND STREET NEW YORK NY 10017 NONE PC PROGRAM SUPPORT 7500 BCF Scholarship Fund for BHS 40 WEBSTER PLACE BROOKLINE MA 02446 NONE PC PROGRAM SUPPORT 13000 East House 259 MONROE AVENUE 200 ROCHESTER NY 14607 NONE PC RECOVERY SUPPORT SERVICES 10000 GEVA Theatre Center 75 WOODBURY BLVD ROCHESTER NY 14607 NONE PC Education Programs 50000 Greater Rochester Enterprise Foundation 100 CHESTNUT ST 1910 ROCHESTER NY 14604 NONE POF Program Support 150000 Greater Rochester Summer Learning Association 274 NORTH GOODMAN STREET D103 ROCHESTER NY 14617 NONE PC Summer LEAP 60000 Homesteads for Hope 2185 MANITOU ROAD ROCHESTER NY 14506 NONE PC Support Program Services 50000 Renaissance Academy Charter School 299 KIRK ROAD ROCHESTER NY 14612 NONE PC EXCELLENCE IN EDUCATION INITIATIVE 1500 Rochester Museum & Science Center 657 EAST AVENUE ROCHESTER NY 14607 NONE PC PROGRAM SUPPORT 32500 Rochester Police Foundation 115 Liberty Pole Way ROCHESTER NY 14604 NONE PC Field of Dreams 1000 The Center for Youth Services 905 MONROE AVENUE ROCHESTER NY 14620 NONE PC CRISES NURSERY & Host Homes 55000 The Children's Agenda 1 SOUTH WASHINGTON STREET 120 ROCHESTER NY 14614 NONE PC ADVOCACY PROGRAM 175765 The Lawrence W & Elyse Fine Community Foundation 441 EAST AVENUE ROCHESTER NY 14607 Trustee PF PROGRAM SUPPORT 13900 Baden Street Settlement 152 Baden Street Rochester NY 14605 None PC Grant for Program & Services to Youth, Adults & Families 83275 Borinquen Dance Theatre 121 Fitzhugh Street Rochester NY 14614 None PC Self development & grant program 40000 Cameron Community Ministries 48 Cameron Street Rochester NY 14606 None PC After School Academy Award 20000 Carthage College 2001 Alford Park Dr Kenosha WI 53140 None PC M Hancock Designation 5000 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 174842 Flower City Arts Center 713 Monroe Avenue Rochester NY 14607 None PC Educational Programs 50000 Foodlink 1999 Mt Read Blvd Rochester NY 14615 None PC Community Kitchen Institute 150000 Frank R Williams Scholarship Fund PO Box 55216 Washington DC 20040 None PC B Bethea Designation 5000 Freedom House 1850 M Street NW Washington DC 20036 None PC Program Support 100000 Hope Hall School 1612 Buffalo Road Rochester NY 14624 None PC Summer Learning Program 75000 Lymphatic Education & Research Network 261 Madison Avenue New York NY 10016 None PC Program Support 2500 NY Funders Alliance 431 E Fayette St Syracuse NY 13202 None PC Support Program Services 2500 Rochester Childrens Scholarship Fund 131 W Broad Street Rochester NY 14614 None PC D Vega Designation 5000 Rochester Broadway Theatre League 885 E Main Street Rochester NY 14605 None PC Theatre Arts Education 5000 Rochester Institute of Technology 1 Lomb Memorial Drive Rochester NY 14623 None PC MCAS Summer Bridge Program 50000 Southwest Area Neighborhood Association 275 Drive Samuel McCree Way Rochester NY 14611 None PC Support for Nichols Construction & Repairs 87731 St John Fisher College 3690 East Avenue Rochester NY 14618 None PC Grant for program services 23907 Livingston County Cares - SUNY Geneseo 1 College Circle Geneseo NY 14454 None PC Home Away From Home 5000 The Center For Teen Empowerment 392 Genesee Street Rochester NY 14611 None PC Program Services & Visionary Sponsorship 102500 The Strong Museum 1 Manhattan Square Rochester NY 14607 None PC The BIG Piano and support of program services 120000 Theta Alpha Zeta Chapter Unknown Rochester NY 14604 None PC Scholarship support 1500 University of Rochester Warner School of Education 500 Wilson Blvd Rochester NY 14627 None PC A12059-CUES 830000 Young Women's College Prep Foundation 133 Hoover Drive Rochester NY 14615 None POF J Gkourlias Designation 5000 YWCA of Rochester & Monroe County 175 N Clinton Ave Rochester NY 14604 None PC Program Support 1200 Bishop Kearney 125 Kings Highway S Rochester NY 14617 None PC Family Emergency Fund 25000 City of Rochester 30 Church Street Rochester NY 14614 None PC Special programs - Inspiring Beauty & Distinguished Gentlemen 6000 Foundation of Jewish Federation of Rochester 255 East Avenue Suite 201 Rochester NY 14604 None POF Program Services 112500 Friends & Foundation of Rochester Library 115 South Avenue Rochester NY 14604 None PC Support Program Services 11880 Heritage Christian Services 275 Kenneth Drive Suite 100 Rochester NY 14623 None PC Support Program Services 10000 Ibero-American Action League 817 E Main Street Rochester NY 14605 None PC Premier Sponsor 4900 Jewish Federation of Greater Rochester 255 East Avenue Rochester NY 14604 None PC Support Program Services 160000 NY Newspapers Foundation 252 Hudson Avenue Albany NY 12210 None PC Literacy Program 2500 OWN Rochester 30 Church Street Rochester NY 14614 None PC Grant for program services to strengthen local economy 200000 Pathstone 400 East Avenue Rochester NY 14607 None PC Champion of Diversity Project and other program services 8500 St John's Home Foundation 150 Highland Avenue Rochester NY 14620 None PC Program Services 2500 The Commissary 250 East Main Street Rochester NY 14604 None PC Downtown Kitchen Incubator 50000 The Links Foundation - Rochester Chapter 1200 Massachusetts Ave NW Washington DC 20005 None PC Program Services 2600 The Women's Foundation of Genesee Valley 494 East Avenue Rochester NY 14607 None PC Girls Literacy Initiative 7500 United for Christchurch Mosque Shootings Unknown Christchurch NZ None NC Support shooting victims 1054 University of Rochester Medical Center 601 Elmwood Avenue Rochester NY 14642 None PC CHAMPP Program 115772 University Preparatory Charter School 1290 Lake Avenue Rochester NY 14613 None PC Bridging Technology Gap 50000 Urban League of Rochester 265 N Clinton Ave Rochester NY 14605 None PC Program services 2500 William Warfield Scholarship Fund PO Box 31992 Rochester NY 14603 None PC Classical Vocal Competition 9500 Woodland Golf Club Scholarship Foundation 1897 Washington Street Auburndale MA 02466 None PC Support young golfers with scholarships 12000 6356572 14 1313 14 3567470 18 2684781 MISCELLANEOUS PORTFOLIO INCOME 6640 6260204 6260204 false false false false false false false false false false X X 1 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 1973427 X 2 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 587727 X 3 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 492234 X 4 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 3749426 X 3 5,208 Shares CVS Health Corp 492234 2019-05-14 CONSULTING & 990PF PREPARATION 23500 17625 5875 NONE COMPUTER EQUIPMENT 2016-10-16 1024 673 M5 140 LEASEHOLD IMPRVMNT 2017-05-17 88490 3689 M39 2269 COMPUTER SOFTWARE 2017-01-18 10588 6764 SL 3 3529 FURNITURE/FIXTURES 2017-05-01 70095 27183 M7 12260 COMPUTER EQUIPMENT 2017-03-14 36180 18814 M5 6947 SIGNAGE/LOGO PANEL 2018-06-11 10675 148 M39 274 DOORS 2018-09-20 4986 37 M39 128 LOBBY FURNITURE 2018-07-06 1192 170 M7 292 TABLES 2018-09-13 2814 402 M7 689 FILE CABINETS 2018-12-14 1655 236 M7 405 ISRAEL BONDS 300000 300000 JP MORGAN 9138243 9454026 BERNSTEIN 102378404 113995466 MORGAN STANLEY 8613912 9964332 COMPUTER EQUIPMENT 1024 813 211 LEASEHOLD IMPRVMNT 88490 5958 82532 COMPUTER SOFTWARE 10588 10293 295 FURNITURE/FIXTURES 70095 39443 30652 COMPUTER EQUIPMENT 36180 25761 10419 SIGNAGE/LOGO PANEL 10675 422 10253 DOORS 4986 165 4821 LOBBY FURNITURE 1192 462 730 TABLES 2814 1091 1723 FILE CABINETS 1655 641 1014 DIVIDENDS/INTEREST RECEIVABLE 188473 204591 204591 MISCELLANEOUS EXPENSE 6099 6099 INVESTMENT MANAGEMENT FEE 400512 400512 MANAGEMENT FEE 16500 16500 MAIL/COURIER SERVICE 1879 1879 INFORMATION TECHNOLOGY 19459 19459 OFFICE SUPPLIES 5430 5430 INSURANCE 4492 4492 DUES & SUBSCRIPTIONS 9320 9320 TELEPHONE 1062 1062 MAINTENANCE 2455 2455 ADVERSTISING & MARKETING 5420 5420 CAM CHARGES 6914 6914 ESTATE AMINISTRATION FEES 1590 1590 Miscellaneous Income 6640 6640 ADVISORY COUNCIL FEES 6000 6000 PROFESSIONAL & CONSULTING FEES 150375 150375 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 FOREIGN TAXES 76640 76640 NYS FILING FEES 1500 FEDERAL TAXES 173607 173607