2018-06-27T11:58:14-05:00 2017-12-31 JEWELL TAX & CONSULTING LLC 6 Northwood Drive Fairport NY 14450 990PF 2017-01-01 222434846 William & Sheila Konar Foundation % ELIZABETH COLLINS-SOTELO WILL 5855332900 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 HOWARD KONAR Trustee 5853344110 2018-06-20 true Cynthia Jewell P01234019 5854258554 X 2017 2022-09-23 18:48:47Z X 123325398 X 35056166 124 124 2303161 2303161 -998758 25548984 0 1729 1729 36362422 2305014 0 153943 23735 130208 14558 2245 12313 19950 19950 0 0 19586 19586 42864 41364 22297 8092 8092 4156 4156 378811 378811 664257 485691 0 154769 3495217 3495217 4159474 485691 0 3649986 32202948 1819323 30573812 1031453 1031453 886 0 886 886 50672348 112038443 121581617 300000 300000 300000 206377 22348 973 184029 184029 32616 227413 227413 81579749 113782224 123325398 473 0 473 0 X 81579276 113782224 81579276 113782224 81579749 113782224 81579276 32202948 113782224 113782224 MS #143165 - LT COVERED P 50000 50474 -474 -474 MS #010037 - ST COVERED P 124047 122880 1167 1167 MS #010037 - LT COVERED P 169838 161659 8179 8179 MS #010037 - LT NON-COVERED P 10000 10036 -36 -36 MS #010039 - ST COVERED P 1738 2708 -970 -970 MS #010039 - ST NON-COVERED P 55 55 55 MS #010039 - LT COVERED P 75493 71530 3963 3963 MS #010041 - ST COVERED P 9359 8594 765 765 MS #010041 - LT COVERED P 35767 38725 -2958 -2958 MS #010042 - ST COVERED P 17343 17162 181 181 MS #010042 - ST NON-COVERED P 172 172 172 MS #010042 - LT COVERED P 401832 476847 -75015 -75015 MS #010082 - LT COVERED P 175071 113927 61144 61144 BERNSTEIN #96478 - ST COVERED P 267746 276096 -8350 -8350 BERNSTEIN #96478 - LT COVERED P 5860730 6572458 -711728 -711728 BERNSTEIN #96478 - CIL P 77 77 77 BERNSTEIN #99481 - ST COVERED P 7562165 7512623 49542 49542 BERNSTEIN #99481 - LT COVERED P 10332250 11093089 -760839 -760839 BERNSTEIN #99481 - CIL P 71 71 71 BERNSTEIN #45327 - K-1 ACTIVITY - ST P -29043 BERNSTEIN #45327 - K-1 ACTIVITY - LT P -22231 BERNSTEIN #64751 - PFIC ACTIVITY - ST P 32340 CAPITAL GAIN DIVIDENDS P 455230 -998758 false 2260435 25292913 0.08937 1020662 9248199 0.110363 976696 7354808 0.132797 412401 6034098 0.068345 407722 5921783 0.068851 0.469726 0.093945 96496712 9065384 18193 9083577 3649986 36386 36386 36386 19041 25000 44041 7655 7655 false false false false false false false true true NY true false true false false true N/A ELIZABETH COLLINS-SOTELO 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 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 GRANT 227 GENESEE PARK BLVD ROCHESTER NY 14619 PROGRAM DIRECTOR 40.0 130208 0 0 NONE NONE 94135520 3830685 0 97966205 0 97966205 1469493 96496712 4824836 4824836 36386 36386 4788450 4788450 4788450 3649986 0 0 0 0 3649986 3649986 4788450 0 2015 2014 2013 0 113789 115751 630364 609928 1008919 2478751 3649986 0 3649986 0 1138464 1138464 1340287 0 0 0 0 1340287 331368 1008919 NONE - SEE SCHEDULE B NONE Elizabeth Collins-Sotelo 75 THRUWAY PARK DRIVE W Henrietta NY 14586 5855332903 Submit a Letter of Intent to provide a brief overview of the organization and the reason for the grant requst. One month prior to the quarterly trustee meetings held mid-March, June, September and November. 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. AMERICAN ASSOCIATION BEN GURION 1001 Avenue of the Americas 19th F New York NY 10018 NONE PC To Fund Alzheimer's Research 1000 MONROE COMMUNITY COLLEGE Damon City Campus 228 East Main Street Rochester NY 14604 NONE PC Scholarship Support for Students 17500 NORMAN HOWARD SCHOOL 275 Pinnacle Road Rochester NY 14623 NONE PC Financial Aid for Students 1000 SIMON WEISENTHAL CENTER 1399 South Roxbury Drive Los Angeles CA 90035 NONE PC Promotion of Tolerance Education/Safety - Jewish Life 1000 WEIZMANN INSTITUTE OF SCIENCE 633 Third Avenue New York NY 10017 NONE PC Program Support for Science Initiatives 2000 CANCER WELLNESS CONNECTIONS 7 Brickston Drive Pittsford NY 14534 NONE PC Support for patient care/medical treatments 1500 MAYO CLINIC FOUNDATION 2200 First Street SW Rochester MN 559050001 NONE POF General support for greatest needs at Mayo Clinic 1000 ROCHESTER REGIONAL HEALTH FOUNDATION 100 Kings Highway South Suite 2300 Rochester NY 14617 NONE POF Medical care for local communities 30000 ST JOHN'S HOME FOUNDATION 150 Highland Avenue Rochester NY 14620 NONE POF Services for senior living and care 1000 ST JUDES CHILDREN RESEARCH 501 St Jude Place Memphis TN 381051942 NONE PC Medical care/pediatric treatment for cancer & other illnesses 1000 CHABAD LUBAVITCH 1037 Winton Road South Rochester NY 14618 NONE PC Services for Jewish community 10000 CHARLES MARKUS SOCIETY 1200 Edgewood Avenue Rochester NY 14618 NONE PC JCC Annual Campaign Support 1000 GARTH FAGAN DANCE 50 Chestnut Street Rochester NY 14604 NONE PC Program support to promote dance in communities 1000 JEWISH COMMUNITY CENTER 1200 Edgewood Avenue Rochester NY 14618 NONE PC Capital campaign - facility & program support 100000 JEWISH COMMUNITY CENTER (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 22185 JEWISH FAMILY SERVICE 441 East Avenue Rochester NY 14607 NONE PC Services for Jewish families 38200 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 2500 MEMORIAL ART GALLERY 500 University Avenue Rochester NY 146071484 NONE PC Program support for the arts 1000 QUAD A FOR KIDS 500 East Avenue Rochester NY 14607 NONE PC After-school services for children 1000 RPO 108 East Avenue Rochester NY 14604 NONE PC Annual campaign support for local musicians 3500 TEMPLE BETH EL FOUNDATION 139 Winton Road South Rochester NY 146102997 NONE POF Centennial Endowment Campaign for Jewish religious services 100000 UNITED WAY 75 College Avenue Rochester NY 146071009 NONE PC General community support services 10000 WXXI 280 State Street PO Box 30021 Rochester NY 146033021 NONE PC Support for local TV/educational programming 1000 US HOLOCAUST MUSEUM 100 Raoul Wallenberg Place SW Washington DC 200242126 NONE PC Tolerance education/promotion of Jewish history 300000 BREAST CANCER COALITION OF ROCHESTER 10480 University Avenue Rochester NY 14607 NONE PC Support of breast cancer awareness programs/advocacy 2000 WATER FOR SUDAN PO Box 25551 Rochester NY 14625 NONE PC Provide access to clean water for Sudanese communities 2500 GEORGE EASTMAN HOUSE 900 East Avenue Rochester NY 146072298 NONE PC Support for museum's activities/programs 2500 SISTERS OF ST JOSEPH 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 1500 AL SIGL CENTER 1000 Elmwood Avenue Suite 300 Rochester NY 146203098 NONE PC Support for programs & services to children & families 2000 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 2021 Winton Road South Rochester NY 14618 NONE PC Services for Jewish senior citizens plus synagogue repairs & upgrades 100000 WARNER SCHOOL OF EDUCATION 322A LECHASE HALL PO BOX 270425 ROCHESTER NY 14627 NONE PC Support of Project READ program 60000 AMERICAN FRIENDS OF HEBREW UNIVERSITY One Battery Park Place 25th Floor New York NY 10004 NONE PC Educational program support 2000 NAZARETH COLLEGE 4245 East Avenue Rochester NY 14618 NONE PC Support of Wellness & Rehabilitation Institute 300000 UNIVERSITY OF ROCHESTER 300 E River Rd PO Box 270032 Rochester NY 14627 NONE PC Endowment to fund professorship in geriatrics, STEP TO COLLEGE PROGRAM AND STUDENT CULTURAL EXPERIENCES 1107095 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 10000 AUSCHWITZ JEWISH CENTER FOUNDATION EDMOND J SAFRA PLAZA 36 Battery Place New York NY 10280 NONE POF PROGRAM SUPPORT 1000 BAOBAB CULTURAL CENTER 728 UNIVERSITY AVE ROCHESTER NY 14607 NONE PC PROGRAM SUPPORT 10000 BARNES & NOBLE PO BOX 951610 DALLAS TX 75395 NONE NC BOOKS FOR STUDENTS IN MAYOR WARREN'S INSPIRING BEAUTY EVENT 5698 BCS SCHOLARSHIP FUND FOR BHS 40 WEBSTER PLACE BROOKLINE MA 02446 NONE PC PROGRAM SUPPORT 4500 BLESSINGS IN A BACKPACK PO BOX 950921 LOUISVILLE KY 40295 NONE PC HELP CHILDREN IN NEWARK, NY 15000 E3 ROCHESTER 255 EAST AVENUE 310 ROCHESTER NY 14607 NONE PC COMMON APPLICATION PROGRAM 100000 EAST HOUSE 259 MONROE AVENUE 200 ROCHESTER NY 14607 NONE PC RECOVERY SUPPORT SERVICES 5000 ENVOY ENVIRONMENTAL CONSULTANTS 57 AMBROSE STREET ROCHESTER NY 14608 NONE NC ASBESTOS TEST FOR ROOF AT MONTGOMERY NEIGHBORHOOD COMMUNITY CENTER 1470 GEORGE EASTMAN MUSEUM 900 EAST AVENUE ROCHESTER NY 14607 NONE PC PHONE SYSTEM 100000 GEVA THEATRE CENTER 75 WOODBURY BLVD ROCHESTER NY 14607 NONE PC YOUTH ARTS INITIATIVE 50000 GREATER ROCHESTER ENTERPRISE FOUNDATION 100 CHESTNUT ST 1910 ROCHESTER NY 14604 NONE POF Program Support 50000 GREATER ROCHESTER SUMMER LEARNING ASSOCIATION 274 NORTH GOODMAN STREET D103 ROCHESTER NY 14617 NONE PC PROGRAM SUPPORT 60000 HOMESTEADS FOR HOPE 2185 MANITOU ROAD ROCHESTER NY 14506 NONE PC PROGRAM SUPPORT 25000 HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY MA 02119 NONE PC PROGRAM SUPPORT 8000 HUGS FOUNDATION 973 EAST AVENUE ROCHESTER NY 14607 NONE PC PROGRAM SUPPORT 1000 JEWISH COMMUNITY FEDERATION 441 EAST AVENUE ROCHESTER NY 14607 NONE PC CAPITAL PLEDGE 300000 LASS 120 CORAL WAY ROCHESTER NY 14618 NONE PC LADIES SEF-SUFFICIENCY PROGRAM 8750 MASSACHUSETTS COALITION FOR THE HOMELESS 73 BUFFUM STREET LYNN MA 01902 NONE PC PROGRAM SUPPORT 8000 HILLSIDE WORK SCHOLARSHIP CONNECTION 75 COLLEGE AVENUE ROCHESTER NY 14607 NONE PC PROGRAM SUPPORT 50000 RENAISSANCE ACADEMY CHARTER SCHOOL 299 KIRK ROAD ROCHESTER NY 14612 NONE PC EXCELLENCE IN EDUCATION INITIATIVE 50000 ROCHESTER MUSEUM & SCIENCE CENTER 657 EAST AVENUE ROCHESTER NY 14607 NONE PC PROGRAM SUPPORT 1000 ROCHESTER CHILDFIRST NETWORK 941 SOUTH AVENUE ROCHESTER NY 14622 NONE PC PROGRAM SUPPORT 10000 ROCHESTER CITY SCHOOL DISTRICT 131 WEST BROAD STREET ROCHESTER NY 14614 NONE PATH FORWARD INITIATIVE 30000 THE CENTER FOR YOUTH 905 MONROE AVENUE ROCHESTER NY 14620 NONE PC CRISES NURSERY 25000 THE CHILDREN'S AGENDA 1 SOUTH WASHINGTON STREET 120 ROCHESTER NY 14614 NONE PC ADVOCACY PROGRAM 177419 THE LAWRENCE & ELYSE FINE COMMUNITY FUND 441 EAST AVENUE ROCHESTER NY 14607 NONE PC PROGRAM SUPPORT 11400 THE LINKS FOUNDATION ROCHESTER CHAPTER PO BOX 22873 ROCHESTER NY 14692 NONE PC EVENT SPONSORSHIP 1000 THE UNIVERSITY OF ROCHESTER 500 JOSEPH C WILSON BLVD ROCHESTER NY 14627 NONE PC CULINARY EXPERIENCE 25000 WOODLAND GOLF CLUB SCHOLARSHIP FOUNDATION 1897 WASHINGTON STREET AUBURN MA 02466 NONE PC PROGRAM SUPPORT 4500 3495217 14 124 14 2303161 18 -998758 MISCELLANEOUS INCOME 01 1729 1306256 1306256 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 524688 X 2 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 900000 X 3 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 18131478 X 4 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 15500000 X CONSULTING & 990PF PREPARATION 19950 19950 NONE COMPUTER EQUIPMENT 2016-10-16 1024 51 M5 389 LEASEHOLD IMPROV 2017-05-17 88490 M39 1420 COMPUTER SOFTWARE 2017-01-18 10588 SL 3 3235 FURNITURE & FIXTUR 2017-05-01 70095 M7 10017 COMPUTER EQUIPMENT 2017-03-14 36180 M5 7236 ISRAEL BONDS 300000 300000 JP MORGAN 513701 511475 BERNSTEIN 103522132 112473800 MORGAN STANLEY 8002610 8596342 COMPUTER EQUIPMENT 1024 440 584 LEASEHOLD IMPROV 88490 1420 87070 COMPUTER SOFTWARE 10588 3235 7353 FURNITURE & FIXTUR 70095 10017 60078 COMPUTER EQUIPMENT 36180 7236 28944 DIVIDENDS/INTEREST RECEIVABLE 32616 227413 227413 MISCELLANEOUS EXPENSE 4253 4253 INVESTMENT MANAGEMENT FEE 319346 319346 MANAGEMENT FEE 18095 18095 MAIL/COURIER SERVICE 1664 1664 INFORMATION TECHNOLOGY 14524 14524 OFFICE SUPPLIES 4924 4924 INSURANCE 3716 3716 DUES & SUBSCRIPTIONS 7393 7393 LICENSE & PERMIT FEES 100 100 TELEPHONE 1451 1451 MAINTENANCE 1526 1526 PAYROLL FEES 1819 1819 Miscellaneous Income 1170 1170 In-Kind Income 559 559 ATTORNEY & OTHER CONSULTANTS 19586 19586 William B Konar Estate 75 Thruway Park Drive W Henrietta NY 14586 FOREIGN TAXES 41364 41364 STATE TAXES 1500