WILLIAM & SHEILA KONAR FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: WILLIAM & SHEILA KONAR FOUNDATION (EIN 22-2434846)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-08-02
IRS object ID: 201702149349100605
Schema version: 2016v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
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	2017-08-02T11:15:49-05:00	ReturnTs
Tax Period End	2016-12-31	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	2016-01-01	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	% RACHNA VAS	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	2017-07-28	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
Preparation	2017-07-28	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	45.46.193.197	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	16576020172145000000	FederalOriginalSubmissionId
Federal Original Submission Id	2017-08-02	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	00BD1B90B7DECE0D3702B0F6ACAFC931DC98C9B1	AtSubmissionCreationDeviceId
At Submission Filing Device Id	00BD1B90B7DECE0D3702B0F6ACAFC931DC98C9B1	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$81,626,498	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	$74,448,129	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$111	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$111	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$385,757	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$381,386	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$450,148	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,092,357	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$450,148	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$18,751	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$18,751	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$75,302,896	TotalRevAndExpnssAmt
Total Net Invst Incm	$850,396	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss	$17,753	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$17,753	OthEmplSlrsWgsNetInvstIncmAmt
Legal Fees Rev And Expnss	$2,208	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$2,208	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$15,700	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$15,700	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,538	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$1,538	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$48,827	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$48,577	TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss	$51	DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$1,146	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$1,146	TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss	$106,938	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$106,938	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$194,161	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$193,860	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,267,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,267,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,461,161	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$193,860	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,267,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$72,841,735	ExcessRevenueOverExpensesAmt
Net Investment Income	$656,536	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$294,702	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$30,573,812	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$30,573,812	SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY	$300,000	CorporateBondsBOYAmt
Corporate Bonds EOY	$300,000	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$300,000	CorporateBondsEOYFMVAmt
Other Investments BOY	$8,139,622	OtherInvestmentsBOYAmt
Other Investments EOY	$50,672,348	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$50,719,097	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$1,024	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$51	LandBldgEquipAccumDeprecAmt
Land EOY	$973	LandEOYAmt
Land EOYFMV	$973	LandEOYFMVAmt
Other Assets BOY	$3,217	OtherAssetsBOYAmt
Other Assets EOY	$32,616	OtherAssetsEOYAmt
Other Assets EOYFMV	$32,616	OtherAssetsEOYFMVAmt
Total Assets BOY	$8,737,541	TotalAssetsBOYAmt
Total Assets EOY	$81,579,749	TotalAssetsEOYAmt
Total Assets EOYFMV	$81,626,498	TotalAssetsEOYFMVAmt
Accounts Payable EOY	$473	AccountsPayableEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$473	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$8,737,541	UnrestrictedBOYAmt
Unrestricted EOY	$81,579,276	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,737,541	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$81,579,276	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,737,541	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$81,579,749	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,737,541	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$72,841,735	ExcessRevenueOverExpensesAmt
Subtotal	$81,579,276	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$81,579,276	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERNSTEIN - ST COVERED	P	$874,091	$876,929	-$2,838	-$2,838
BERNSTEIN - LT COVERED	P	$5,410,093	$4,936,573	$473,520	$473,520
MORGAN STANLEY - ST COVERED	P	$310,892	$318,146	-$7,254	-$7,254
MORGAN STANLEY - ST NON-COVERED	P	$47,500	$41,500	$6,000	$6,000
MORGAN STANLEY - LT COVERED	P	$1,443,196	$1,466,361	-$23,165	-$23,165
MORGAN STANLEY - LT NON-COVERED	P	$6,585	$12,539	-$5,954	-$5,954

Field	Value	IRS element (for citing)
Capital Gain Net Income	$450,148	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,020,662	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$9,248,199	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.110363	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$976,696	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$7,354,808	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.132797	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$412,401	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$6,034,098	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.068345	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$407,722	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$5,921,783	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.068851	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$395,169	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$6,156,989	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.064182	DistributionYr5Rt
Total Distribution	0.444538	TotalDistributionRt
Average Distribution	0.088908	AverageDistributionRt
Net Vl Noncharitable Assets	$25,292,913	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$2,248,742	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$6,565	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$2,255,307	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$2,267,000	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	$6,565	InvestmentIncomeExciseTaxAmt
Subtotal	$6,565	SubtotalAmt
Tax Based On Investment Income	$6,565	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$25,606	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$25,606	TotalPaymentsAndCreditsAmt
Overpayment	$19,041	OverpaymentAmt
Applied To ES Tax	$19,041	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	false	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	RACHNA VAS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5855332900	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	1.0	$0	$0	$0
HOWARD KONAR
75 THRUWAY PARK DRIVE	W HENRIETTA	NY	14586	Trustee	4.0	$0	$0	$0
RACHAEL GUTTENBERG
75 THRUWAY PARK DRIVE	W HENRIETTA	NY	14586	Trustee	1.0	$0	$0	$0
DONALD NOWILL
41 Taylor Crossway	Brookline	MA	02146	Trustee	1.0	$0	$0	$0
Lawrence Fine
2 Tiffany Court	Pittsford	NY	14534	Trustee	1.0	$0	$0	$0

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	$15,409,825	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$10,268,259	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$25,678,084	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$25,678,084	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$385,171	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$25,292,913	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,264,646	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,264,646	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,565	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,565	TotalTaxAmt
Distributable Before Adj	$1,258,081	DistributableBeforeAdjAmt
Distributable Before Ded	$1,258,081	DistributableBeforeDedAmt
Distributable As Adjusted	$1,258,081	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,267,000	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	$2,267,000	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$6,565	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$2,260,435	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,258,081	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2014	PriorYear1Yr
Prior Year2	2013	PriorYear2Yr
Prior Year3	2012	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$91,672	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$113,789	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$115,751	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$630,364	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$609,928	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,561,504	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,267,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$1,258,081	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,008,919	RemainingDistriFromCorpusAmt
Total Corpus	$2,570,423	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$91,672	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,478,751	ExcessDistriCyovToNextYrAmt
Excess From Year4	$113,789	ExcessFromYear4Amt
Excess From Year3	$115,751	ExcessFromYear3Amt
Excess From Year2	$630,364	ExcessFromYear2Amt
Excess From Year1	$609,928	ExcessFromYear1Amt
Excess From Current Year	$1,008,919	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE - SEE SCHEDULE B	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Ms Rachna Vas	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	REQUEST IN WRITING WITH A DESCRIPTION AND PURPOSE OF THE SPECIFIC PROGRAM.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 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 ASSOC 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	$15,000	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
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 GENERAL HOSPITAL FOUNDATION
100 Kings Highway South Suite 2300	Rochester	NY	14617	NONE	POF	Medical care for local communities	$20,000
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	$275,000
JEWISH FAMILY SERVICE
441 East Avenue	Rochester	NY	14607	NONE	PC	Services for Jewish families	$2,500
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
RMSC
657 East Avenue	Rochester	NY	146072177	NONE	PC	Support of programs & activities related to science	$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	$75,000
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
840 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	General services for the needy	$3,500
ALZHEIMER'S ASSOCIATION
435 East Henrietta Road	Rochester	NY	14602	NONE	PC	Program & services for Alzheimer's patients	$75,000
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	Medical care - adult & pediatric cancer treatment	$10,000	6th Floor
JEWISH SENIOR LIFE
2021 Winton Road South	Rochester	NY	14618	NONE	PC	Services for Jewish senior citizens plus synagogue repairs & upgrades	$101,000
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
JEWISH HOME OF ROCHESTER
2021 Winton Road South	Rochester	NY	14618	NONE	PC	Synagogue repairs & upgrades	$25,000
NAZARETH COLLEGE
4245 East Avenue	Rochester	NY	14618	NONE	PC	Support of Wellness & Rehabilitation Institute	$600,000
STEPPING STONES LEARNING CENTER
2111 Hudson Ave	Irondequoit	NY	14617	NONE	PC	Early childhood education services	$5,000
UNIVERSITY OF ROCHESTER
300 E River Rd	Rochester	NY	14627	NONE	PC	Endowment to fund professorship in geriatrics	$500,000	PO Box 270032

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,267,000	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	$111	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$381,386	ExclusionAmt
Related Or Exempt Function Incm	$4,371	RelatedOrExemptFunctionIncmAmt

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	$450,148	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	14	ExclusionCd
Exclusion	$18,751	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$850,396	ExclusionAmt
Related Or Exempt Function Incm	$4,371	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$854,767	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	$882,000	Yes (X)
William B Konar Estate
2	75 Thruway Park Drive	W Henrietta	NY	14586	$5,895,191	Yes (X)
William B Konar CRUT
3	75 Thruway Park Drive	W Henrietta	NY	14586	$7,670,938	Yes (X)
William B Konar Estate
4	75 Thruway Park Drive	W Henrietta	NY	14586	$60,000,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	CONSULTING & 990PF PREPARATION	CategoryTxt
Amt	$15,700	Amt
Net Investment Income	$15,700	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

Field	Value	IRS element (for citing)
Property	COMPUTER EQUIPMENT	PropertyDesc
Acquired	2016-10-16	AcquiredDt
Cost Or Other Basis	$1,024	CostOrOtherBasisAmt
Computation Method	M5	ComputationMethodTxt
Current Year Expense	$51	CurrentYearExpenseAmt

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 Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MORGAN STANLEY SECURITIES	AT COST	$7,666,761	$7,601,557
BERNSTEIN SECURITIES	AT COST	$43,005,587	$43,117,540

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Category Or Item	COMPUTER EQUIPMENT	CategoryOrItemTxt
Cost Or Other Basis	$1,024	CostOrOtherBasisAmt
Accumulated Depreciation	$51	AccumulatedDepreciationAmt
Book Value	$973	BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	ATTORNEY	CategoryTxt
Legal Fees	$2,208	LegalFeesAmt
Net Investment Income	$2,208	NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DIVIDENDS/INTEREST RECEIVABLE	Desc
BOY Book Value	$3,217	BOYBookValueAmt
EOY Book Value	$32,616	EOYBookValueAmt
EOYFMV	$32,616	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
MISCELLANEOUS EXPENSE	$3,757	$3,757
INVESTMENT MANAGEMENT FEE	$85,119	$85,119
MANAGEMENT FEE	$18,000	$18,000
MAIL/COURIER SERVICE	$62	$62

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Revenue And Expenses Per Books	$18,751	RevenueAndExpensesPerBooksAmt
Net Investment Income	$18,751	NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	COMPUTER SUPPORT	CategoryTxt
Amt	$1,538	Amt
Net Investment Income	$1,538	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 (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES	$7,539	$7,539
STATE TAXES	$250
FEDERAL EXCISE TAX	$41,038	$41,038