WILLIAM & SHEILA KONAR FOUNDATION: Form 990PF, tax year 2017
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- Organization
- WILLIAM & SHEILA KONAR FOUNDATION (EIN 22-2434846)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-27
- IRS object ID
- 201821789349100607
- Schema version
- 2017v2.3
- 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 | 2018-06-27T11:58:14-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | % ELIZABETH COLLINS-SOTELO | 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 | 2018-06-20 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $123,325,398 | 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 | $35,056,166 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $124 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $124 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,303,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,303,161 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$998,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,548,984 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,729 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,729 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $36,362,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,305,014 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $153,943 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,735 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $130,208 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,558 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,245 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,313 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,586 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,586 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $42,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,364 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $22,297 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $8,092 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,092 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,156 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $4,156 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $378,811 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $378,811 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $664,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $485,691 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $154,769 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,495,217 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,495,217 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,159,474 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $485,691 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,649,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,202,948 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,819,323 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,573,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,031,453 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,031,453 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $886 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $886 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $886 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $50,672,348 | CorporateStockBOYAmt |
| Corporate Stock EOY | $112,038,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $121,581,617 | 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 | $206,377 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,348 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $973 | LandBOYAmt |
| Land EOY | $184,029 | LandEOYAmt |
| Land EOYFMV | $184,029 | LandEOYFMVAmt |
| Other Assets BOY | $32,616 | OtherAssetsBOYAmt |
| Other Assets EOY | $227,413 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $227,413 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $81,579,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,782,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $123,325,398 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $473 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $473 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $81,579,276 | UnrestrictedBOYAmt |
| Unrestricted EOY | $113,782,224 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,579,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,782,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,579,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,782,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,579,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,202,948 | ExcessRevenueOverExpensesAmt |
| Subtotal | $113,782,224 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $113,782,224 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MS #143165 - LT COVERED | P | $50,000 | $50,474 | -$474 | -$474 |
| MS #010037 - ST COVERED | P | $124,047 | $122,880 | $1,167 | $1,167 |
| MS #010037 - LT COVERED | P | $169,838 | $161,659 | $8,179 | $8,179 |
| MS #010037 - LT NON-COVERED | P | $10,000 | $10,036 | -$36 | -$36 |
| MS #010039 - ST COVERED | P | $1,738 | $2,708 | -$970 | -$970 |
| MS #010039 - ST NON-COVERED | P | $55 | $55 | $55 | |
| MS #010039 - LT COVERED | P | $75,493 | $71,530 | $3,963 | $3,963 |
| MS #010041 - ST COVERED | P | $9,359 | $8,594 | $765 | $765 |
| MS #010041 - LT COVERED | P | $35,767 | $38,725 | -$2,958 | -$2,958 |
| MS #010042 - ST COVERED | P | $17,343 | $17,162 | $181 | $181 |
| MS #010042 - ST NON-COVERED | P | $172 | $172 | $172 | |
| MS #010042 - LT COVERED | P | $401,832 | $476,847 | -$75,015 | -$75,015 |
| MS #010082 - LT COVERED | P | $175,071 | $113,927 | $61,144 | $61,144 |
| BERNSTEIN #96478 - ST COVERED | P | $267,746 | $276,096 | -$8,350 | -$8,350 |
| BERNSTEIN #96478 - LT COVERED | P | $5,860,730 | $6,572,458 | -$711,728 | -$711,728 |
| BERNSTEIN #96478 - CIL | P | $77 | $77 | $77 | |
| BERNSTEIN #99481 - ST COVERED | P | $7,562,165 | $7,512,623 | $49,542 | $49,542 |
| BERNSTEIN #99481 - LT COVERED | P | $10,332,250 | $11,093,089 | -$760,839 | -$760,839 |
| BERNSTEIN #99481 - CIL | P | $71 | $71 | $71 | |
| BERNSTEIN #45327 - K-1 ACTIVITY - ST | P | -$29,043 | |||
| BERNSTEIN #45327 - K-1 ACTIVITY - LT | P | -$22,231 | |||
| BERNSTEIN #64751 - PFIC ACTIVITY - ST | P | $32,340 | |||
| CAPITAL GAIN DIVIDENDS | P | $455,230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$998,758 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,260,435 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,292,913 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08937 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,020,662 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,248,199 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.110363 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $976,696 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,354,808 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.132797 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $412,401 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,034,098 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068345 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $407,722 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,921,783 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068851 | DistributionYr5Rt |
| Total Distribution | 0.469726 | TotalDistributionRt |
| Average Distribution | 0.093945 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $96,496,712 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,065,384 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,193 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,083,577 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,649,986 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,386 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,386 | SubtotalAmt |
| Tax Based On Investment Income | $36,386 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,041 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $44,041 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,655 | OverpaymentAmt |
| Applied To ES Tax | $7,655 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH COLLINS-SOTELO | 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 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYNN GRANT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 GENESEE PARK BLVD | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14619 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $130,208 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
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 | $94,135,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,830,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $97,966,205 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $97,966,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,469,493 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $96,496,712 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,824,836 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,824,836 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,386 | TotalTaxAmt |
| Distributable Before Adj | $4,788,450 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,788,450 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,788,450 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,649,986 | 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 | $3,649,986 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,649,986 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,788,450 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $113,789 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $115,751 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $630,364 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $609,928 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,008,919 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,478,751 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,649,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,649,986 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,138,464 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,138,464 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,340,287 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,340,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $331,368 | ExcessFromYear2Amt |
| Excess From Year1 | $1,008,919 | ExcessFromYear1Amt |
| 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 | Elizabeth Collins-Sotelo | 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 Phone | 5855332903 | RecipientPhoneNum |
| Form And Info And Materials | Submit a Letter of Intent to provide a brief overview of the organization and the reason for the grant requst. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | One month prior to the quarterly trustee meetings held mid-March, June, September and November. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are awarded in the areas of education, cultural & civic organization, 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 (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION BEN GURION | ||||||||
| 1001 Avenue of the Americas 19th F | New York | NY | 10018 | NONE | PC | To Fund Alzheimer's Research | $1,000 | |
| MONROE COMMUNITY COLLEGE | ||||||||
| Damon City Campus | Rochester | NY | 14604 | NONE | PC | Scholarship Support for Students | $17,500 | 228 East Main Street |
| NORMAN HOWARD SCHOOL | ||||||||
| 275 Pinnacle Road | Rochester | NY | 14623 | NONE | PC | Financial Aid for Students | $1,000 | |
| SIMON WEISENTHAL CENTER | ||||||||
| 1399 South Roxbury Drive | Los Angeles | CA | 90035 | NONE | PC | Promotion of Tolerance Education/Safety - Jewish Life | $1,000 | |
| WEIZMANN INSTITUTE OF SCIENCE | ||||||||
| 633 Third Avenue | New York | NY | 10017 | NONE | PC | Program Support for Science Initiatives | $2,000 | |
| CANCER WELLNESS CONNECTIONS | ||||||||
| 7 Brickston Drive | Pittsford | NY | 14534 | NONE | PC | Support for patient care/medical treatments | $1,500 | |
| MAYO CLINIC FOUNDATION | ||||||||
| 2200 First Street SW | Rochester | MN | 559050001 | NONE | POF | General support for greatest needs at Mayo Clinic | $1,000 | |
| ROCHESTER REGIONAL HEALTH FOUNDATION | ||||||||
| 100 Kings Highway South Suite 2300 | Rochester | NY | 14617 | NONE | POF | Medical care for local communities | $30,000 | |
| ST JOHN'S HOME FOUNDATION | ||||||||
| 150 Highland Avenue | Rochester | NY | 14620 | NONE | POF | Services for senior living and care | $1,000 | |
| ST JUDES CHILDREN RESEARCH | ||||||||
| 501 St Jude Place | Memphis | TN | 381051942 | NONE | PC | Medical care/pediatric treatment for cancer & other illnesses | $1,000 | |
| CHABAD LUBAVITCH | ||||||||
| 1037 Winton Road South | Rochester | NY | 14618 | NONE | PC | Services for Jewish community | $10,000 | |
| CHARLES MARKUS SOCIETY | ||||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | PC | JCC Annual Campaign Support | $1,000 | |
| GARTH FAGAN DANCE | ||||||||
| 50 Chestnut Street | Rochester | NY | 14604 | NONE | PC | Program support to promote dance in communities | $1,000 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | PC | Capital campaign - facility & program support | $100,000 | |
| JEWISH COMMUNITY CENTER (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 | $22,185 | |
| JEWISH FAMILY SERVICE | ||||||||
| 441 East Avenue | Rochester | NY | 14607 | NONE | PC | Services for Jewish families | $38,200 | |
| 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 | $2,500 | |
| MEMORIAL ART GALLERY | ||||||||
| 500 University Avenue | Rochester | NY | 146071484 | NONE | PC | Program support for the arts | $1,000 | |
| QUAD A FOR KIDS | ||||||||
| 500 East Avenue | Rochester | NY | 14607 | NONE | PC | After-school services for children | $1,000 | |
| RPO | ||||||||
| 108 East Avenue | Rochester | NY | 14604 | NONE | PC | Annual campaign support for local musicians | $3,500 | |
| TEMPLE BETH EL FOUNDATION | ||||||||
| 139 Winton Road South | Rochester | NY | 146102997 | NONE | POF | Centennial Endowment Campaign for Jewish religious services | $100,000 | |
| UNITED WAY | ||||||||
| 75 College Avenue | Rochester | NY | 146071009 | NONE | PC | General community support services | $10,000 | |
| WXXI | ||||||||
| 280 State Street | Rochester | NY | 146033021 | NONE | PC | Support for local TV/educational programming | $1,000 | PO Box 30021 |
| US HOLOCAUST MUSEUM | ||||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 200242126 | NONE | PC | Tolerance education/promotion of Jewish history | $300,000 | |
| BREAST CANCER COALITION OF ROCHESTER | ||||||||
| 10480 University Avenue | Rochester | NY | 14607 | NONE | PC | Support of breast cancer awareness programs/advocacy | $2,000 | |
| WATER FOR SUDAN | ||||||||
| PO Box 25551 | Rochester | NY | 14625 | NONE | PC | Provide access to clean water for Sudanese communities | $2,500 | |
| GEORGE EASTMAN HOUSE | ||||||||
| 900 East Avenue | Rochester | NY | 146072298 | NONE | PC | Support for museum's activities/programs | $2,500 | |
| SISTERS OF ST JOSEPH | ||||||||
| 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 | $1,500 | |
| AL SIGL CENTER | ||||||||
| 1000 Elmwood Avenue Suite 300 | Rochester | NY | 146203098 | NONE | PC | Support for programs & services to children & families | $2,000 | |
| 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 | Brookline | MA | 02445 | NONE | PC | ADOPT-A-LAB PROGRAM | $60,000 | 6th Floor |
| JEWISH SENIOR LIFE | ||||||||
| 2021 Winton Road South | Rochester | NY | 14618 | NONE | PC | Services for Jewish senior citizens plus synagogue repairs & upgrades | $100,000 | |
| WARNER SCHOOL OF EDUCATION | ||||||||
| 322A LECHASE HALL | ROCHESTER | NY | 14627 | NONE | PC | Support of Project READ program | $60,000 | PO BOX 270425 |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||
| One Battery Park Place | New York | NY | 10004 | NONE | PC | Educational program support | $2,000 | 25th Floor |
| NAZARETH COLLEGE | ||||||||
| 4245 East Avenue | Rochester | NY | 14618 | NONE | PC | Support of Wellness & Rehabilitation Institute | $300,000 | |
| UNIVERSITY OF ROCHESTER | ||||||||
| 300 E River Rd | Rochester | NY | 14627 | NONE | PC | Endowment to fund professorship in geriatrics, STEP TO COLLEGE PROGRAM AND STUDENT CULTURAL EXPERIENCES | $1,107,095 | PO Box 270032 |
| 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 | $10,000 | |
| AUSCHWITZ JEWISH CENTER FOUNDATION | ||||||||
| EDMOND J SAFRA PLAZA | New York | NY | 10280 | NONE | POF | PROGRAM SUPPORT | $1,000 | 36 Battery Place |
| BAOBAB CULTURAL CENTER | ||||||||
| 728 UNIVERSITY AVE | ROCHESTER | NY | 14607 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| BARNES & NOBLE | ||||||||
| PO BOX 951610 | DALLAS | TX | 75395 | NONE | NC | BOOKS FOR STUDENTS IN MAYOR WARREN'S INSPIRING BEAUTY EVENT | $5,698 | |
| BCS SCHOLARSHIP FUND FOR BHS | ||||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02446 | NONE | PC | PROGRAM SUPPORT | $4,500 | |
| BLESSINGS IN A BACKPACK | ||||||||
| PO BOX 950921 | LOUISVILLE | KY | 40295 | NONE | PC | HELP CHILDREN IN NEWARK, NY | $15,000 | |
| E3 ROCHESTER | ||||||||
| 255 EAST AVENUE 310 | ROCHESTER | NY | 14607 | NONE | PC | COMMON APPLICATION PROGRAM | $100,000 | |
| EAST HOUSE | ||||||||
| 259 MONROE AVENUE 200 | ROCHESTER | NY | 14607 | NONE | PC | RECOVERY SUPPORT SERVICES | $5,000 | |
| ENVOY ENVIRONMENTAL CONSULTANTS | ||||||||
| 57 AMBROSE STREET | ROCHESTER | NY | 14608 | NONE | NC | ASBESTOS TEST FOR ROOF AT MONTGOMERY NEIGHBORHOOD COMMUNITY CENTER | $1,470 | |
| GEORGE EASTMAN MUSEUM | ||||||||
| 900 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | PHONE SYSTEM | $100,000 | |
| GEVA THEATRE CENTER | ||||||||
| 75 WOODBURY BLVD | ROCHESTER | NY | 14607 | NONE | PC | YOUTH ARTS INITIATIVE | $50,000 | |
| GREATER ROCHESTER ENTERPRISE FOUNDATION | ||||||||
| 100 CHESTNUT ST 1910 | ROCHESTER | NY | 14604 | NONE | POF | Program Support | $50,000 | |
| GREATER ROCHESTER SUMMER LEARNING ASSOCIATION | ||||||||
| 274 NORTH GOODMAN STREET D103 | ROCHESTER | NY | 14617 | NONE | PC | PROGRAM SUPPORT | $60,000 | |
| HOMESTEADS FOR HOPE | ||||||||
| 2185 MANITOU ROAD | ROCHESTER | NY | 14506 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PC | PROGRAM SUPPORT | $8,000 | |
| HUGS FOUNDATION | ||||||||
| 973 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| JEWISH COMMUNITY FEDERATION | ||||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | CAPITAL PLEDGE | $300,000 | |
| LASS | ||||||||
| 120 CORAL WAY | ROCHESTER | NY | 14618 | NONE | PC | LADIES SEF-SUFFICIENCY PROGRAM | $8,750 | |
| MASSACHUSETTS COALITION FOR THE HOMELESS | ||||||||
| 73 BUFFUM STREET | LYNN | MA | 01902 | NONE | PC | PROGRAM SUPPORT | $8,000 | |
| HILLSIDE WORK SCHOLARSHIP CONNECTION | ||||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| RENAISSANCE ACADEMY CHARTER SCHOOL | ||||||||
| 299 KIRK ROAD | ROCHESTER | NY | 14612 | NONE | PC | EXCELLENCE IN EDUCATION INITIATIVE | $50,000 | |
| ROCHESTER MUSEUM & SCIENCE CENTER | ||||||||
| 657 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ROCHESTER CHILDFIRST NETWORK | ||||||||
| 941 SOUTH AVENUE | ROCHESTER | NY | 14622 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| ROCHESTER CITY SCHOOL DISTRICT | ||||||||
| 131 WEST BROAD STREET | ROCHESTER | NY | 14614 | NONE | PATH FORWARD INITIATIVE | $30,000 | ||
| THE CENTER FOR YOUTH | ||||||||
| 905 MONROE AVENUE | ROCHESTER | NY | 14620 | NONE | PC | CRISES NURSERY | $25,000 | |
| THE CHILDREN'S AGENDA | ||||||||
| 1 SOUTH WASHINGTON STREET 120 | ROCHESTER | NY | 14614 | NONE | PC | ADVOCACY PROGRAM | $177,419 | |
| THE LAWRENCE & ELYSE FINE COMMUNITY FUND | ||||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PC | PROGRAM SUPPORT | $11,400 | |
| THE LINKS FOUNDATION | ||||||||
| ROCHESTER CHAPTER | ROCHESTER | NY | 14692 | NONE | PC | EVENT SPONSORSHIP | $1,000 | PO BOX 22873 |
| THE UNIVERSITY OF ROCHESTER | ||||||||
| 500 JOSEPH C WILSON BLVD | ROCHESTER | NY | 14627 | NONE | PC | CULINARY EXPERIENCE | $25,000 | |
| WOODLAND GOLF CLUB SCHOLARSHIP FOUNDATION | ||||||||
| 1897 WASHINGTON STREET | AUBURN | MA | 02466 | NONE | PC | PROGRAM SUPPORT | $4,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,495,217 | 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 | $124 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,303,161 | 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 | -$998,758 | 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 INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,729 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,306,256 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,306,256 | 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 |
|---|---|---|---|---|---|---|
| William B Konar Estate | ||||||
| 1 | 75 Thruway Park Drive | W Henrietta | NY | 14586 | $524,688 | Yes (X) |
| William B Konar Estate | ||||||
| 2 | 75 Thruway Park Drive | W Henrietta | NY | 14586 | $900,000 | Yes (X) |
| William B Konar Estate | ||||||
| 3 | 75 Thruway Park Drive | W Henrietta | NY | 14586 | $18,131,478 | Yes (X) |
| William B Konar Estate | ||||||
| 4 | 75 Thruway Park Drive | W Henrietta | NY | 14586 | $15,500,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & 990PF PREPARATION | CategoryTxt |
| Amt | $19,950 | Amt |
| Net Investment Income | $19,950 | NetInvestmentIncomeAmt |
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 (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | LifeLifeRt |
|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2016-10-16 | $1,024 | $51 | M5 | $389 | |
| LEASEHOLD IMPROV | 2017-05-17 | $88,490 | M39 | $1,420 | ||
| COMPUTER SOFTWARE | 2017-01-18 | $10,588 | SL | $3,235 | 3 | |
| FURNITURE & FIXTUR | 2017-05-01 | $70,095 | M7 | $10,017 | ||
| COMPUTER EQUIPMENT | 2017-03-14 | $36,180 | M5 | $7,236 |
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 | $513,701 | $511,475 |
| BERNSTEIN | $103,522,132 | $112,473,800 |
| MORGAN STANLEY | $8,002,610 | $8,596,342 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $1,024 | $440 | $584 |
| LEASEHOLD IMPROV | $88,490 | $1,420 | $87,070 |
| COMPUTER SOFTWARE | $10,588 | $3,235 | $7,353 |
| FURNITURE & FIXTUR | $70,095 | $10,017 | $60,078 |
| COMPUTER EQUIPMENT | $36,180 | $7,236 | $28,944 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS/INTEREST RECEIVABLE | Desc |
| BOY Book Value | $32,616 | BOYBookValueAmt |
| EOY Book Value | $227,413 | EOYBookValueAmt |
| EOYFMV | $227,413 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS EXPENSE | $4,253 | $4,253 |
| INVESTMENT MANAGEMENT FEE | $319,346 | $319,346 |
| MANAGEMENT FEE | $18,095 | $18,095 |
| MAIL/COURIER SERVICE | $1,664 | $1,664 |
| INFORMATION TECHNOLOGY | $14,524 | $14,524 |
| OFFICE SUPPLIES | $4,924 | $4,924 |
| INSURANCE | $3,716 | $3,716 |
| DUES & SUBSCRIPTIONS | $7,393 | $7,393 |
| LICENSE & PERMIT FEES | $100 | $100 |
| TELEPHONE | $1,451 | $1,451 |
| MAINTENANCE | $1,526 | $1,526 |
| PAYROLL FEES | $1,819 | $1,819 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Miscellaneous Income | $1,170 | $1,170 |
| In-Kind Income | $559 | $559 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY & OTHER CONSULTANTS | CategoryTxt |
| Amt | $19,586 | Amt |
| Net Investment Income | $19,586 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William B Konar Estate | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $41,364 | $41,364 |
| STATE TAXES | $1,500 |