GREATER ROCHESTER HEALTH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GREATER ROCHESTER HEALTH FOUNDATION (EIN 13-4301222)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349103961
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T15:39:39-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161375790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEJOY KNAUF & BLOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 EAST BROAD STREET SUITE 300 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134301222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER ROCHESTER HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 5852581799 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 STATE STREET NO 100 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN URBAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5852581799 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MORGAN N HOPKINS | PreparerPersonNm |
| PTIN | P01296717 | PTIN |
| Phone | 5855461840 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.153.30.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 14:07:39 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D88E4985E26A8E60C82EE801A90A6153C7FE46C3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8A9AC4FE9AF7EF5F51DD2E4446D5CF62A26B2874 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $228,550,611 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,103,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,619,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,368,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,160,873 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,541 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,178,745 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,473,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,798,398 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $442,168 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $442,168 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $365,087 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $354,887 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $158,243 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $158,243 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,179 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $30,179 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,710 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150,117 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150,117 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $179,617 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76,479 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | -$26,439 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $58,097 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,838 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $89,320 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $89,320 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,091 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36,091 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,828,301 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,679,592 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,840,069 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,360,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,757,909 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,098,345 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,779,992 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,779,992 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,140,922 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,757,909 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,878,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,667,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,040,489 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,938,869 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $452,314 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $452,314 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $365,661 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $40,892 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $40,892 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $125,616,625 | CorporateStockBOYAmt |
| Corporate Stock EOY | $108,271,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,271,829 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $96,187,817 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $119,767,939 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $119,767,939 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $885,813 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $868,176 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $75,734 | LandBOYAmt |
| Land EOY | $17,637 | LandEOYAmt |
| Land EOYFMV | $17,637 | LandEOYFMVAmt |
| Total Assets BOY | $224,184,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $228,550,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $228,550,611 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $277,418 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $313,721 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $30,395 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $153,766 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $307,813 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $467,487 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $223,876,893 | UnrestrictedBOYAmt |
| Unrestricted EOY | $228,083,124 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $223,876,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $228,083,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $224,184,706 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $228,550,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $223,876,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,667,621 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,873,852 | OtherIncreasesAmt |
| Subtotal | $228,083,124 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $228,083,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| ABERDEEN EMERGING MARKETS SMALLER COMPANIES FUND | P | -$349,325 | -$349,325 | ||||
| AETHER REAL ASSETS II LP | P | $10,820 | $10,820 | ||||
| AETHER REAL ASSETS II LP | P | $289,616 | $289,616 | ||||
| AETHER REAL ASSETS III LP | P | $3,743 | $3,743 | ||||
| AETHER REAL ASSETS III LP | P | $885 | $885 | ||||
| AG REALTY FUND VIII LP | P | $242,187 | $242,187 | ||||
| AMBERBROOK V LLC | P | $2,928 | $2,928 | ||||
| AMBERBROOK V LLC | P | $207,318 | $207,318 | ||||
| APOLLO EUROPEAN FUND II | P | $42,422 | $42,422 | ||||
| ATLANTA CAPITAL (RX-54) | P | $945,157 | $945,157 | ||||
| BLACKROCK TIPS FUND | P | $5,682 | $5,682 | ||||
| CARLYLE REALTY PARTNERS VI LP | P | -$46,613 | -$46,613 | ||||
| CARLYLE REALTY PARTNERS VI LP | P | $171,800 | $171,800 | ||||
| DB ADVISORS/DWS GLOBAL COMMODITIES-DEUTSHE BANK | P | $241,972 | $241,972 | ||||
| DB ADVISORS/DWS GLOBAL COMMODITIES-DEUTSHE BANK | P | -$1,315,904 | -$1,315,904 | ||||
| DOUBLE LINE TOTAL RETURN (RX-55) | P | -$24,083 | -$24,083 | ||||
| FR XII-A BRAVO AIV, LP | P | -$630 | -$630 | ||||
| FR XII-A BRAVO AIV, LP | P | -$177,000 | -$177,000 | ||||
| FR XII-A CHARLIE AIV, LP | P | -$2,853 | -$2,853 | ||||
| FR XII-A MIDSTATES AIV, LP (FINAL 2016) | P | -$1,191 | -$1,191 | ||||
| FR XII-A PARALLEL VEHICLE, LP | P | $50 | $50 | ||||
| FR XII-A PBF AIV, LP | P | $97 | $97 | ||||
| GRANTHAM (GMO) INT'L EQ ALLOC FUND III | P | -$175,179 | -$175,179 | ||||
| GROSVENOR INSTITUTIONAL PARTNERS, LP | P | $16,314 | $16,314 | ||||
| INDUSTRY VENTURES FUND VI, LP | P | $155,296 | $155,296 | ||||
| INDUSTRY VENTURES SECONDARY VII, LP | P | $5,023 | $5,023 | ||||
| INDUSTRY VENTURES SECONDARY VII, LP | P | $21,648 | $21,648 | ||||
| LOOMIS FIXED INCOME FUND | P | $156,734 | $156,734 | ||||
| NEWSTONE CAPITAL PARTNERS II, LP | P | $55,423 | $55,423 | ||||
| PERELLA WEINBERG PARTNERS ABV OPPORTUNITY OFFSHORE FUND III B | P | $8,226 | $8,226 | ||||
| PERMAL PRIVATE EQUITY | P | $173,589 | $173,589 | ||||
| PIMCO ALL ASSET FUND | P | -$281,920 | -$281,920 | ||||
| PINNACLE NATURAL RESOURCES, LP | P | $218,579 | $218,579 | ||||
| PINNACLE NATURAL RESOURCES, LP | P | -$270,164 | -$270,164 | ||||
| PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V, LP | P | $82 | $82 | ||||
| PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V, LP | P | $102,773 | $102,773 | ||||
| RIVERSTONE | P | $93,847 | $93,847 | ||||
| ROBECO PREMIUM EQUITY FUND (RX-52) | P | $634,736 | $634,736 | ||||
| SECONDARY OPPORTUNITIES FUND III LP | P | $345 | $345 | ||||
| SECONDARY OPPORTUNITIES FUND III LP | P | $331,791 | $331,791 | ||||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III, LP | P | -$3,471 | -$3,471 | ||||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III, LP | P | $28,113 | $28,113 | ||||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND IV, LP | P | $12,125 | $12,125 | ||||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND IV, LP | P | $220,251 | $220,251 | ||||
| SIGULER GUFF DISTRESSED REAL ESTATE OPPORTUNITIES FUND II LP | P | $30,185 | $30,185 | ||||
| SILCHESTER INTERNATIONAL INVESTORS | P | $94,875 | $94,875 | ||||
| SILCHESTER INTERNATIONAL INVESTORS | P | $788,375 | $788,375 | ||||
| STATE STREET BANK AND TRUST COMPANY | P | $163 | $163 | ||||
| STATE STREET BANK AND TRUST COMPANY | P | $51,210 | $51,210 | ||||
| THE EMERGING MARKETS COUNTRY FUND (CITY OF LONDON) | P | $5,581 | $5,581 | ||||
| THE EMERGING MARKETS COUNTRY FUND (CITY OF LONDON) | P | $154,415 | $154,415 | ||||
| WARBURG PINCUS (EUROPA) PRIVATE EQUITY XI CAYMAN LP | P | -$5,883 | -$5,883 | ||||
| WARBURG PINCUS PRIVATE EQUITY (E&P) XI-A, LP | P | $97 | $97 | ||||
| WARBURG PINCUS PRIVATE EQUITY (LEXINGTON) XI-A LP | P | $107,849 | $107,849 | ||||
| WARBURG PINCUS PRIVATE EQUITY XI, LP | P | -$17,119 | -$17,119 | ||||
| WARBURG PINCUS PRIVATE EQUITY XI (INTERNATIONAL) LP | P | $8,335 | $8,335 | ||||
| WARBURG PINCUS PRIVATE EQUITY XI (UNIVERSAL) LP | P | $140 | $140 | ||||
| WELLS (RX-53) | P | -$444,933 | -$444,933 | ||||
| FR XII-A MIDSTATES AIV, LP (FINAL 2016) | P | $0 | $0 | $8,123 | $8,123 | ||
| STATE STREET BANK AND TRUST COMPANY | P | -$5,160,268 | -$5,160,268 | $7,152,750 | $12,313,018 | 2006-01-01 | 2017-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,635,739 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,890,022 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $234,346,668 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050737 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,522,407 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $243,150,947 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047388 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,948,018 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $233,514,891 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046884 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,369,920 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $217,713,545 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043038 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,748,706 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $188,182,711 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046490 | DistributionYr5Rt |
| Total Distribution | 0.234537 | TotalDistributionRt |
| Average Distribution | 0.046907 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $221,153,654 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,373,654 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $40,405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,414,059 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,878,337 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $40,405 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,405 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,739 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $260,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $319,739 | TotalPaymentsAndCreditsAmt |
| Overpayment | $279,334 | OverpaymentAmt |
| Applied To ES Tax | $90,000 | AppliedToESTaxAmt |
| Refund | $189,334 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Website Address | WWW.THEGRHF.ORG | WebsiteAddressTxt |
| Individual With Books | THOMAS WESLEY CFO | IndividualWithBooksNm |
| Phone | 5852581799 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 STATE STREET 100 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN URBAN | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | PRESIDENT & CEO | 40.00 | $290,668 | $39,837 | $0 |
| BRIDGETTE WIEFLING MD | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| ESSIE CALHOUN-MCDAVID | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| G JEAN HOWARD-CHERUBIM | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| JAMES H WATTERS | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| CARLOS R ORTIZ MD | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| LOUIS J PAPA MD | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| CHRISTINE WAGNER SSJ PHD | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| THOMAS S RICHARDS | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| DENNIS M RICHARDSON | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| GEOFFREY ROSENBERGER | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| CONNIE O WALKER | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| THOMAS WESLEY | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | VP & CHIEF FINANCIAL OFFICER | 40.00 | $151,500 | $31,442 | $0 |
| JAMES GOULD | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| ROBERT X OPPENHEIMER | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER, EX-OFFICIO | 1.25 | $0 | $0 | $0 |
| ERIKA AUGUSTINE | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA ZAPPIA | ||||||||
| 150 STATE STREE SUITE 100 | ROCHESTER | NY | 14614 | CHIEF LEARNING OFFIC | 40.00 | $134,948 | $29,232 | $0 |
| HEIDI BURKE | ||||||||
| 150 STATE STREE SUITE 100 | ROCHESTER | NY | 14614 | SENIOR PROGRAM OFFIC | 40.00 | $116,998 | $29,886 | $0 |
| SHARON LEGETTE-SOBERS | ||||||||
| 150 STATE STREE SUITE 100 | ROCHESTER | NY | 14614 | SENIOR PROGRAM OFFIC | 40.00 | $105,377 | $28,563 | $0 |
| JUSTIN RAND | ||||||||
| 150 STATE STREE SUITE 100 | ROCHESTER | NY | 14614 | DIRECTOR OF ACCOUNTI | 40.00 | $87,577 | $23,273 | $0 |
| MAYNOR GONZALEZ | ||||||||
| 150 STATE STREE SUITE 100 | ROCHESTER | NY | 14614 | PROGRAM OFFICER | 40.00 | $86,962 | $17,627 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TIPPING POINT COMMUNICATIONS | |||||
| 1349 UNIVERSITY AVENUE 1 | ROCHESTER | NY | 14607 | CONSULTING | $354,570 |
| NEPC LLC | |||||
| BOX 4110 | WOBURN | MA | 018884110 | CONSULTING | $229,386 |
| TCC GROUP | |||||
| 31 W 27TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | CONSULTING | $212,050 |
| BENE-CARE INC | |||||
| 1260 CREEK STREET STE 100 | WEBSTER | NY | 145802297 | CONSULTING | $118,229 |
| DIANE LARTER | |||||
| 450 WELLINGTON AVENUE | ROCHESTER | NY | 14619 | CONSULTING | $94,331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $220,110,853 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,410,623 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $224,521,476 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $224,521,476 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,367,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $221,153,654 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,057,683 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,057,683 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,405 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $40,261 | IncomeTaxAmt |
| Total Tax | $80,666 | TotalTaxAmt |
| Distributable Before Adj | $10,977,017 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,977,017 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,977,017 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,878,337 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $11,878,337 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $40,405 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,837,932 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,977,017 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,729,840 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,878,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,729,840 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,148,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,828,520 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GREATER ROCHESTER HEALTH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 STATE STREET SUITE 100 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5852581799 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION FORM, PROPOSAL, PROJECT BUDGET, ORGANIZATION OPERATING BUDGET, BOARD OF DIRECTORS LISTING, MOST RECENT FINANCIAL STATEMENT, COPY OF IRS (C) (3) DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION FOR A BETTER COMMUNITY | |||||||
| 550 E MAIN STREET | ROCHESTER | NY | 14604 | UNRELATED | PC | GRANTS - COMMUNITY, GRANTS - OPPORTUNITY 2015 | $131,741 |
| AGAPE COUNSELING ASSOCIATES | |||||||
| 21 WILLOW POND WAY SUITE 103 | ROCHESTER | NY | 14526 | UNRELATED | PC | COMMUNITY HEALTH GRANTS | $17,330 |
| AINSLEY'S ANGELS OF AMERICA | |||||||
| PO BOX 6287 | VIRGINIA BEACH | VA | 23456 | UNRELATED | PC | COMMUNITY HEALTH GRANTS | $5,000 |
| AL SIGL COMMUNITY OF AGENCIES | |||||||
| 280 SANFORD STREET | ROCHESTER | NY | 14620 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 25 S PLATT STREET | ALBION | NY | 14411 | UNRELATED | PC | OTHER GRANT INITIATIVES | $125 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | UNRELATED | PC | OTHER GRANT INITIATIVES | $1,250 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | UNRELATED | PC | OTHER GRANT INITIATIVES | $500 |
| ANTHONY L JORDAN HEALTH CENTER | |||||||
| 82 HOLLAND STREET | ROCHESTER | NY | 14605 | UNRELATED | PC | GRANTS - OPPORTUNITY 2014 | $130,153 |
| BISHOP SHEEN ECUMENICAL HOUSING FOUNDATIO | |||||||
| 150 FRENCH ROAD | ROCHESTER | NY | 14618 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $30,000 |
| BLACK PHYSICIANS NETWORK OF GREATER ROCH | |||||||
| PO BOX 23265 | ROCHESTER | NY | 14692 | UNRELATED | NC | COMMUNITY HEALTH GRANT | $6,985 |
| CATHOLIC CHARITIES OF LIVINGSTON COUNTY | |||||||
| 34 E STATE STREET | MT MORRIS | NY | 14510 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $12,402 |
| CAYUGASENECA COMMUNITY ACTION AGENCYINC | |||||||
| 89 YORK STREET SUITE 1 | AUBURN | NY | 13021 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $3,184 |
| CENTER FOR DISABILITY RIGHTS INC | |||||||
| 497 STATE STREET | ROCHESTER | NY | 14608 | UNRELATED | PC | OTHER GRANT INITIATIVES | $1,000 |
| CENTER FOR HEALTH CARE STRATEGIES | |||||||
| 200 AMERICAN METRO BLVD 119 | TRENTON | NJ | 08619 | UNRELATED | PC | OTHER GRANT INITIATIVES | $15,000 |
| CHILDREN'S INSTITUTE | |||||||
| 274 GOODMAN ST N | ROCHESTER | NY | 14607 | UNRELATED | PC | GRANTS - OPPORTUNITY 2015, OTHER GRANT INITIATIVES | $224,468 |
| COMMON GROUND HEALTH | |||||||
| 1150 UNIVERSITY AVE BUILDING 5 | ROCHESTER | NY | 14607 | UNRELATED | PC | GRANTS - ADVOCACY, OTHER GRANT INITIATIVES | $380,000 |
| CONKEY CRUISERS CO GROUP 14621 | |||||||
| PO BOX 77380 | ROCHESTER | NY | 14617 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $3,864 |
| CONNECTED COMMUNITIES INC | |||||||
| 410 ATLANTIC AVE BLD 2 | ROCHESTER | NY | 14609 | UNRELATED | PC | OTHER GRANT INITIATIVES | $50,000 |
| CORNELL COOPERATIVE EXTENSION OF WAYNECTY | |||||||
| 1581 ROUTE 88 NORTH | NEWARK | NY | 14513 | UNRELATED | PC | NEIGHBORHOOD HEALTH STATUS - OTHER | $195,000 |
| DR WALTER COOPER ACADEMY SCHOOL PTO | |||||||
| 353 CONGRESS AVE | ROCHESTER | NY | 14619 | UNRELATED | PC | GRANTS - SCHOOLS | $410 |
| EARTHWORKS INSTITUTE INC | |||||||
| 185 CAROLINE STREET | ROCHESTER | NY | 14620 | UNRELATED | PC | COMMUNITY HEALTH GRANTS | $9,862 |
| EPISCOPAL SENIORLIFE COMMUNITIES | |||||||
| 535 MT HOPE AVE | ROCHESTER | NY | 14620 | UNRELATED | PC | GRANTS - OPPORTUNITY 2016 | $52,640 |
| EUGENIO MARIA DE HOSTOS CHARTER SCHOOL | |||||||
| 27 ZIMBRICH STREET | ROCHESTER | NY | 14621 | UNRELATED | PC | GRANTS - SCHOOLS | $118,284 |
| FAMILY COUNSELING SERVICE OF FINGER LAKES | |||||||
| 671 S EXCHANGE STREET | GENEVA | NY | 14456 | UNRELATED | PC | OTHER GRANT INITIATIVES | $50,000 |
| GENESEE VALLEY NURSES ASSOCIATION | |||||||
| PO BOX 92298 | ROCHESTER | NY | 14692 | UNRELATED | PC | OTHER GRANT INTIATIVES | $50,000 |
| GENESEE WATERWAYS CENTER INC | |||||||
| 149 ELMWOOD AVE | ROCHESTER | NY | 14611 | UNRELATED | PC | COMMUNITY HEALTH GRANTS | $4,800 |
| GREECE CENTRAL SCHOOL DISTRICT | |||||||
| 750 MAIDEN LANE | ROCHESTER | NY | 14615 | UNRELATED | PC | OTHER GRANT INITIATIVES | $48,728 |
| HEALTH VANTICS LLC | |||||||
| 200 CANAL VIEW BLVD SUITE 200 | ROCHESTER | NY | 14623 | UNRELATED | PC | GRANTS - OPPORTUNITY 2015 | $188,244 |
| HICKOK CENTER FOR BRAIN INJURY INC | |||||||
| 114 S UNION STREET | ROCHESTER | NY | 14607 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $5,619 |
| HOPE HALL | |||||||
| 1612 BUFFALO ROAD | ROCHESTER | NY | 14624 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $5,700 |
| IBERO-AMERICAN ACTION LEAGUE INC | |||||||
| 817 E MAIN STREET | ROCHESTER | NY | 14605 | UNRELATED | PC | COMMUNITY HEALTH GRANT, OTHER GRANT INITIATIVES | $60,000 |
| IBERO-AMERICAN DEVELOPMENT CORPORATION | |||||||
| 954 CLIFFORD AVE | ROCHESTER | NY | 14621 | UNRELATED | PC | COMMUNITY HEALTH GRANT, NEIGHBORHOOD HEALTH STATUS - OTHER | $229,314 |
| INTERVOL INC | |||||||
| 100 KINGS HWY S 1200 | ROCHESTER | NY | 14617 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $14,900 |
| IRONDEQUOIT AMBULANCE | |||||||
| 2330 NORTON STREET | ROCHESTER | NY | 14609 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $12,500 |
| ISAIAH HOUSE | |||||||
| 71 PRINCE STREET | ROCHESTER | NY | 14605 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $25,893 |
| JACK AND JILL OF AMERICA INC | |||||||
| 1930 17TH STREET NW | WASHINGTON | DC | 20009 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,000 |
| JEFFERSON FAMILY HEALTH FUND | |||||||
| 924 JEFFERSON AVE | ROCHESTER | NY | 14611 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $7,403 |
| JEWISH SENIOR LIFE | |||||||
| 2021 S WINTON ROAD | ROCHESTER | NY | 14618 | UNRELATED | PC | CLINICAL SERVICES FOR OLDER ADULTS | $156,502 |
| JOINT HEIRS KINGDOM MINISTRIES | |||||||
| 170 MT READ BLVD | ROCHESTER | NY | 14611 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $6,238 |
| JUDICIAL PROCESS COMMISSION | |||||||
| 1921 NORTON STREET | ROCHESTER | NY | 14609 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $24,871 |
| KEUKA COLLEGE | |||||||
| 141 CENTRAL AVE | KEUKA PARK | NY | 14478 | UNRELATED | PC | OTHER GRANT INITIATIVE | $6,500 |
| KIDS THRIVE 585 INC | |||||||
| PO BOX 16814 | ROCHESTER | NY | 14612 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $15,000 |
| LIVING WORD CHURCH OF GOD IN CHRIST INC | |||||||
| 901 JOSEPH AVE | ROCHESTER | NY | 14621 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $6,600 |
| LIVINGSTON COUNTY EMERGENCY MEDICAL SERVI | |||||||
| 3360 GYPSY LANE | MT MORRIS | NY | 14510 | UNRELATED | PC | CLINICAL SERVICES FOR OLDER ADULTS | $262,586 |
| LIVINGSTON COUNTY OFFICE FOR THE AGING | |||||||
| 8 MURRAY HILL DRIVE | MT MORRIS | NY | 14510 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $5,500 |
| MONROE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1000 E HENRIETTA ROAD | ROCHESTER | NY | 14623 | UNRELATED | PC | GRANTS - COMMUNITY | $382,234 |
| NAMI ROCHESTER | |||||||
| 320 GOODMAN STREET N 102 | ROCHESTER | NY | 14607 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $14,505 |
| NATIONAL KIDNEY FOUNDATION SERVING UPSTATE | |||||||
| 731 JAMES STREET 200 | SYRACUSE | NY | 13203 | UNRELATED | PC | OTHER GRANT INITIATIVES | $20,000 |
| NATIVITY PREPATORY ACADEMY | |||||||
| 15 WHALIN STREET | ROCHESTER | NY | 14620 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,000 |
| NEW LIFE PRESBYTERIAN CHURCH | |||||||
| 243 ROSEDALE STREET 1 | ROCHESTER | NY | 14620 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $5,030 |
| NEW VISIONS COMMUNITY SERVICES INC | |||||||
| 1270 NORTON STREET | ROCHESTER | NY | 14621 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $30,000 |
| NORTH EAST AREA DEVELOPMENT INC | |||||||
| 360 WEBSTER AVE | ROCHESTER | NY | 14609 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $17,000 |
| ORLEANS COUNTY HEALTH DEPARTMENT | |||||||
| 14012 NY-31 | ALBION | NY | 14411 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $3,528 |
| PARTNERSHIP FOR ONTARIO COUNTY INC | |||||||
| 5297 PARKSIDE DRIVE SUITE 307 | CANANDAIGUA | NY | 14424 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $16,400 |
| PATRICK PLACE-A COMFORT CARE HOME | |||||||
| 61 MAIN STREET | SCOTTSVILLE | NY | 14546 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $5,000 |
| PLUTA CANCER CENTER FOUNDATION | |||||||
| 125 RED CREEK DRIVE 100 | ROCHESTER | NY | 14623 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,000 |
| REFUGEES HELPING REFUGEES | |||||||
| 835 SOUTH AVE | ROCHESTER | NY | 14620 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $25,570 |
| RESOLVE OF GREATER ROCHESTER INC | |||||||
| PO BOX 21 | FAIRPORT | NY | 14450 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $15,000 |
| RHYTHM SOCIETY | |||||||
| 758 SOUTH AVE | ROCHESTER | NY | 14620 | UNRELATED | PC | GRANTS - COMMUNITY | $9,000 |
| RIVER FLOW SOCCER CLUB | |||||||
| PO BOX 10061 | ROCHESTER | NY | 14610 | UNRELATED | PC | GRANTS - COMMUNITY | $25,920 |
| ROCHESTER CITY SCHOOL DISTRICT | |||||||
| 131 W BROAD STREET | ROCHESTER | NY | 14614 | UNRELATED | PC | GRANTS - SCHOOLS | $181,178 |
| ROCHESTER GENERAL HOSPITAL | |||||||
| 1425 PORTLAND AVE | ROCHESTER | NY | 14621 | UNRELATED | PC | GRANTS - OPPORTUNITY 2016 | $232,036 |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| 1 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | UNRELATED | PC | OTHER GRANT INITIATIVES | $10,000 |
| ROCHESTER REGIONAL HEALTH SYSTEM | |||||||
| 100 KINGS HIGHWAY S | ROCHESTER | NY | 14617 | UNRELATED | PC | GRANTS - OPPORTUNITY 2015, OTHER GRANT INITIATIVES | $155,180 |
| ROCOVERY FITNESS | |||||||
| 1035 DEWEY AVE | ROCHESTER | NY | 14613 | UNRELATED | PC | OTHER GRANT INITIATIVES | $2,000 |
| S2AY RURAL HEALTH NETWORK | |||||||
| PO BOX 97 | CORNING | NY | 14830 | UNRELATED | PC | NEIGHBORHOOD HEALTH STATUS - OTHER | $395,414 |
| SOCIETY FOR PROTECTION & CARE OF CHILDREN | |||||||
| 148 S FITZHUGH STREET | ROCHESTER | NY | 14608 | UNRELATED | PC | GRANTS - OPPORTUNITY 2016 | $194,514 |
| ST JOHN'S SENIOR SERVICES | |||||||
| 150 HIGHLAND AVE | ROCHESTER | NY | 14620 | UNRELATED | PC | CLINICAL SERVICES FOR OLDER ADULTS | $133,711 |
| ST JOSEPH SCHOOL | |||||||
| 39 GEBHARDT ROAD | PENFIELD | NY | 14526 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $9,367 |
| ST JOSEPH'S NEIGHBORHOOD CENTER | |||||||
| 417 SOUTH AVE | ROCHESTER | NY | 14620 | UNRELATED | PC | COMMUNITY HEALTH GRANT, GRANTS - OPPORTUNITY 2015, OTHER GRANT INITATIVES | $132,007 |
| ST KATERI | |||||||
| 445 KINGS HWY S | ROCHESTER | NY | 14617 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $1,834 |
| ST PETER'S KITCHEN INC | |||||||
| 681 BROWN STREET | ROCHESTER | NY | 14611 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $13,312 |
| ST STEPHEN'S EPISCOPAL CHURCH | |||||||
| 350 CHILI AVE | ROCHESTER | NY | 14611 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $6,914 |
| TERESA HOUSE INC | |||||||
| 21 HIGHLAND ROAD | GENESEO | NY | 14454 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $11,027 |
| THE CENTER FOR YOUTH SERVICES INC | |||||||
| 905 MONROE AVE | ROCHESTER | NY | 14620 | UNRELATED | PC | OTHER GRANT INITIATIVES | $49,824 |
| TOWN OF EAST BLOOMFIELD | |||||||
| PO BOX 85 | EAST BLOOMFIELD | NY | 14443 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $7,500 |
| TOWN OF LODI | |||||||
| 8440 MAIN STREET | LODI | NY | 14860 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $8,442 |
| TOWN OF SAVANNAH | |||||||
| 1564 N MAIN STREET | SAVANNAH | NY | 13146 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $20,000 |
| TRILLIUM HEALTH | |||||||
| 259 MONROE AVE | ROCHESTER | NY | 14607 | UNRELATED | PC | GRANTS - OPPORTUNITY 2014 | $140,000 |
| TRINITY INTER-FAITH CHURCH INC | |||||||
| 26 FORBES STREET | ROCHESTER | NY | 14611 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $12,000 |
| UNCOMMON SCHOOLS | |||||||
| C/O RHF 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | UNRELATED | PC | OTHER GRANT INITIATIVES | $2,500 |
| UNITED WAY OF GREATER ROCHESTER | |||||||
| 75 COLLEGE AVE | ROCHESTER | NY | 14607 | UNRELATED | PC | OTHER GRANT INITIATIVES | $27,500 |
| UNITY HOSPITAL OF ROCHESTER | |||||||
| 81 LAKE AVE | ROCHESTER | NY | 14608 | UNRELATED | PC | GRANTS - OPPORTUNITY 2015 | $130,431 |
| UNIVERSITY OF ROCHESTER | |||||||
| 252 ELMWOOD AVE | ROCHESTER | NY | 14642 | UNRELATED | PC | CLINICAL SERVICES FOR OLDER ADULTS, GRANTS - OPPORTUNITY 2015, OTHER GRANT INITIATIVES | $800,665 |
| UNIVERSITY OF ROCHESTER MEDICAL CENTER | |||||||
| 601 ELMWOOD AVE | ROCHESTER | NY | 14642 | UNRELATED | PC | GRANTS - OPPORTUNITY 2016 | $291,748 |
| UNIVERSITY OF ROCHESTER-PEDIATRICS | |||||||
| 150 CRITTENDEN BLVD | ROCHESTER | NY | 14642 | UNRELATED | PC | GRANTS - OPPORTUNITY 2014 | $173,450 |
| URBAN LEAGUE OF ROCHESTER NY INC | |||||||
| 265 N CLINTON AVE | ROCHESTER | NY | 14605 | UNRELATED | PC | OTHER GRANT INITIATIVES, COMMUNITY HEALTH GRANT | $42,000 |
| URMC CENTER FOR COMMUNITY HEALTH | |||||||
| 601 ELMWOOD AVE | ROCHESTER | NY | 14642 | UNRELATED | PC | GRANTS - OPPORTUNITY 2015 | $160,503 |
| US INSTITUTE FOR VETERANS INITIATIVES | |||||||
| 988 EDGEMERE DRIVE | ROCHESTER | NY | 14612 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $25,000 |
| VISITING NURSE FOUNDATION | |||||||
| 2180 EMPIRE BLVD | WEBSTER | NY | 14580 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,000 |
| WILSON COMMENCEMENT PARK | |||||||
| 251 JOSEPH AVE | ROCHESTER | NY | 14605 | UNRELATED | PC | OTHER GRANT INITIATIVES | $500 |
| WNY WRECKERS | |||||||
| 1222 WATERBROOK CROSSING | WEBSTER | NY | 14580 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $5,000 |
| YATES COUNTY COMMUNITY SERVICES | |||||||
| 417 LIBERTY STREET SUITE 2033 | PENN YAN | NY | 14527 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $11,155 |
| YMCA OF GREATER ROCHESTER | |||||||
| 444 E MAIN STREET | ROCHESTER | NY | 14604 | UNRELATED | PC | GRANTS - COMMUNITY, OTHER GRANT INITIATIVES | $222,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,779,992 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,103,116 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,524,529 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF UNUSED GRANTS | Desc |
| Related Or Exempt Function Incm | $1,541 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,627,645 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,541 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,629,186 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | TO IMPROVE THE HEALTH OF RESIDENTS OF THE ROCHESTER AREA | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,710 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,710 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990-PF PAGE 4, LINE 6A | FormAndLineReferenceDesc |
| Medium Explanation | THE $30,000 OVERPAYMENT APPLIED FROM THE 2015 990-PF WILL BEAPPLIED TO THE 2016 FORM 990-T PAGE 2, LINE 45A.THE 2ND QUARTER ESTIMATED TAX PAYMENT WILL BE SPLIT BETWEENTO 990-PF AND 990-T AS FOLLOWS:990-PF $59,739 990-T $10,261TOTAL 2ND QUARTER ESTIMATED TAX PAYMENT $70,000 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY MUTUAL FUNDS | StockNm |
| EOY Book Value | $108,271,829 | EOYBookValueAmt |
| EOYFMV | $108,271,829 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $119,767,939 | BookValueAmt |
| EOYFMV | $119,767,939 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $30,179 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,179 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $47,143 | $0 | $47,143 |
| REPAIRS & MAINTENANCE | $11,652 | $0 | $11,652 |
| INSURANCE | $22,941 | $0 | $22,941 |
| TELEPHONE | $22,107 | $0 | $22,107 |
| POSTAGE & DELIVERY | $5,957 | $0 | $5,957 |
| FORMS & SUPPLIES | $17,073 | $0 | $17,073 |
| INVESTMENT FEES | $3,110,234 | $2,679,592 | $0 |
| PROGRAM EXPENSES | $3,538,095 | $0 | $3,538,095 |
| TEMPORARY HELP | $22,533 | $0 | $22,533 |
| EQUIPMENT RENTAL | $11,955 | $0 | $11,955 |
| LICENSE FEES | $13,278 | $0 | $13,278 |
| NON-CAPITAL IT EXPENDITURES | $5,333 | $0 | $5,333 |
| OTHER ACCRUAL TO CASH ADJUSTMENT | $0 | $0 | $122,002 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF UNUSED GRANTS | Desc |
| Revenue And Expenses Per Books | $1,541 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,541 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $9,873,852 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CURRENT LIABILITIES | Desc |
| BOY Book Value | $30,395 | BOYBookValueAmt |
| EOY Book Value | $153,766 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & OUTSIDE SERVICES | CategoryTxt |
| Amt | $150,117 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $150,117 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $50,617 | $0 | -$26,439 |
| FOREIGN TAXES PAID | $0 | $76,479 | $0 |
| EXCISE TAXES | $129,000 | $0 | $0 |