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GREATER ROCHESTER HEALTH FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GREATER ROCHESTER HEALTH FOUNDATION (EIN 13-4301222)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202543219349103199
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T12:53:47+00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14801 Olympia Park Plaza Suite 4000AddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP402412098ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134301222EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Greater Rochester Health FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREABusinessNameControlTxt
Phone5852581799PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1255 East Ave 402AddressLine1Txt
CityRochesterCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMatthew KuhlenbeckPersonNm
Person TitlePresident and CEOPersonTitleTxt
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRachel SpurlockPreparerPersonNm
PTINP00520729PTIN
Phone5023263996PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$273,823,517FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$57,774InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$57,774InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$0InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,515,735DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,515,735DividendsNetInvstIncmAmt
Dividends Adj Net Incm$0DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$9,183,894NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$55,955,943GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,855,037CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,264,251OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$13,757,403TotalRevAndExpnssAmt
Total Net Invst Incm$18,692,797TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$513,205CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$34,660CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$478,545CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,165,411OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,165,411OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$541,244PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$9,127PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$532,118PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$19,205LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$19,205LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$39,171AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,586AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$19,585AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,536,114OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,997,213OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$132,272OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$241,708TaxesRevAndExpnssAmt
Taxes Net Invst Incm$102,791TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$117,478OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$117,478OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$77,789TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$77,789TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,005,097OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$963,558OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,005,097OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,256,422TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,126,935TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,547,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,985,848ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,935,848ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,242,270TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,126,935TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$12,483,348TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,484,867ExcessRevenueOverExpensesAmt
Net Investment Income$15,565,862NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$169,080SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$666,399SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$666,399SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Grants Receivable EOY$17,250GrantsReceivableEOYAmt
Grants Receivable EOYFMV$17,250GrantsReceivableEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$149,399PrepaidExpensesBOYAmt
Prepaid Expenses EOY$0PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$0PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$181,109,350CorporateStockBOYAmt
Corporate Stock EOY$201,238,663CorporateStockEOYAmt
Corporate Stock EOYFMV$201,238,663CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$79,209,070OtherInvestmentsBOYAmt
Other Investments EOY$71,901,205OtherInvestmentsEOYAmt
Other Investments EOYFMV$71,901,205OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt
Land BOY$18,575LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$569,962OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$261,225,436TotalAssetsBOYAmt
Total Assets EOY$273,823,517TotalAssetsEOYAmt
Total Assets EOYFMV$273,823,517TotalAssetsEOYFMVAmt
Accounts Payable BOY$165,516AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$713,130OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$878,646TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$260,346,790NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$273,823,517NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$260,346,790TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$273,823,517TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$261,225,436TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$273,823,517TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$260,346,790TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,484,867ExcessRevenueOverExpensesAmt
Other Increases$14,961,594OtherIncreasesAmt
Subtotal$273,823,517SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$273,823,517TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$55,955,943$51,014,680$4,941,263$0$4,941,263
GAIN FROM ALT. INVESTMENTS$4,913,774$0$4,913,774$0$4,913,774
FieldValueIRS element (for citing)
Capital Gain Net Income$9,855,037CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$216,365InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$216,365SubtotalAmt
Tax Based On Investment Income$216,365TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$231,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$77,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$308,000TotalPaymentsAndCreditsAmt
Overpayment$91,635OverpaymentAmt
Applied To ES Tax$91,635AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.THEGRHF.ORGWebsiteAddressTxt
Individual With BooksJustin RandIndividualWithBooksNm
Phone5852581799PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1255 East Ave 402AddressLine1Txt
CityRochesterCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14604ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (true)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MATTHEW KUHLENBECK
255 East AveRochesterNY14604PRESIDENT & CEO40.00$315,145$63,257$0
JUSTIN RAND
255 East AveRochesterNY14604VP & CHIEF FINANCIAL OFFICER40.00$198,060$52,154$0
SANFORD MAYER MD
255 East AveRochesterNY14604BOARD CHAIR (Through July 2024) / BOARD MEMBER1.25$0$0$0
CHENOA MAYE
255 East AveRochesterNY14604BOARD MEMBER1.25$0$0$0
CHRISTINE WAGNER SSJ
255 East AveRochesterNY14604BOARD MEMBER1.25$0$0$0
CONNIE O WALKER
255 East AveRochesterNY14604BOARD MEMBER1.25$0$0$0
HEZEKIAH SIMMONS
255 East AveRochesterNY14604BOARD MEMBER1.25$0$0$0
James C Simmons
255 East AveRochesterNY14604Board Member (Beginning July 2024)1.25$0$0$0
JOSE CANARIO MD
255 East AveRochesterNY14604BOARD MEMBER1.25$0$0$0
KENNETH HINES
255 East AveRochesterNY14604BOARD MEMBER1.25$0$0$0
LINDA CLARK MD MS
255 East AveRochesterNY14604BOARD MEMBER1.25$0$0$0
MICHAEL A SCHARF MD
255 East AveRochesterNY14604BOARD MEMBER1.25$0$0$0
PAUL PETTIT
255 East AveRochesterNY14604BOARD MEMBER1.25$0$0$0
SADY Alvarado-Fischer
255 East AveRochesterNY14604BOARD MEMBER1.25$0$0$0
SAGE GERLING
255 East AveRochesterNY14604BOARD CHAIR (Beginning July 2024)1.25$0$0$0
THOMAS BARTLETT
255 East AveRochesterNY14604BOARD MEMBER1.25$0$0$0
THOMAS MUCHA
255 East AveRochesterNY14604BOARD MEMBER1.25$0$0$0
YISSETTE RIVAS
255 East AveRochesterNY14604BOARD MEMBER1.25$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Chiara Smith
255 East AveRochesterNY14604Program Officer40.00$100,657$22,863$0
Danette Campbell-Bell
255 East AveRochesterNY14604Senior Prog Officer40.00$124,557$44,498$0
Kristin Verbanic
255 East AveRochesterNY14604Grants & Fin Manager40.00$99,785$20,900$0
Monica Brown
255 East AveRochesterNY14604Senior Prog Officer40.00$133,041$36,442$0
Tiana Flynn
255 East AveRochesterNY14604Comms Officer40.00$105,837$27,641$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k5OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BLACKROCK FINANCIAL MANAGEMENT INC
PO Box 978884DallasTX753978884Investment Consulting$422,236
RAND CORPORATION
1776 MAIN STREET PO BOX 2138Santa MonicaCA904072138Evaluation of Healthy and Equitable Futures$324,843
BLUSKY CONSULTING LLC
14 CALYER STREET SUITE 3BrooklynNY11222Racial Health Equity App Developer$150,000
Soulstainable Living LLC
734 Grand AveRochesterNY14609Racial Health Equity Consultant$100,000
Deborah Puntenney
410 Ridge Avenue Unit 23-3EvanstonIL60202Technical Support for Neighborhood Health Initiative$97,974
FieldValueIRS element (for citing)
Contractor Paid Over50k2ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Healthy and equitable futures (SEE ADDITIONAL STATEMENT)Description1Txt
Expenses1$424,843Expenses1Amt
Description2Racial health equity (SEE ADDITIONAL STATEMENT)Description2Txt
Expenses2$228,000Expenses2Amt
Description3Neighborhood health status (SEE ADDITIONAL STATEMENT)Description3Txt
Expenses3$190,078Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$269,163,339AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$563,648AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$269,726,987TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$269,726,987AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,045,905CashDeemedCharitableAmt
Net Vl Noncharitable Assets$265,681,082NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,284,054MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,284,054MinimumInvestmentReturnAmt
Tax Based On Investment Income$216,365TaxBasedOnInvestmentIncomeAmt
Total Tax$216,365TotalTaxAmt
Distributable Before Adj$13,067,689DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,067,689DistributableBeforeDedAmt
Distributable As Adjusted$13,067,689DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,483,348ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$12,483,348QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,067,689DistributableAsAdjustedAmt
Undistributed Income PY$11,473,729UndistributedIncomePYAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$12,483,348QualifyingDistributionsAmt
Applied To Year1$11,473,729AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,009,619AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$12,058,070UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGREATER ROCHESTER HEALTH FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1255 EAST AVENUE SUITE 402AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14604ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5852581799RecipientPhoneNum
Form And Info And Materials(SEE STATEMENT)FormAndInfoAndMaterialsTxt
Submission Deadlines(SEE STATEMENT)SubmissionDeadlinesTxt
Restrictions On AwardsALL GRANTS MADE BY THE GREATER ROCHESTER HEALTH FOUNDATION MUST MEET PUBLISHED ELIGIBILITY CRITERIA INCLUDING, BUT NOT LIMITED TO, BEING A TAX-EXEMPT ORGANIZATION IN GOOD STANDING WITH THE STATE OF NEW YORK. APPLICANTS MUST BE LOCATED IN THE NINE COUNTIES SERVED BY THE HEALTH FOUNDATION OR PRIMARILY SERVE THE NINE COUNTIES OF FOCUS OF THE HEALTH FOUNDATION. IN ACCORDANCE WITH THE HEALTH FOUNDATION CERTIFICATE OF INCORPORATION, ALL GRANTS MUST SEEK TO IMPROVE THE HEALTH AND WELLBEING OF THE REGION. IN ADDITION, GRANTS MUST ALIGN WITH THE HEALTH FOUNDATION MISSION, VALUES, AND STRATEGIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (204 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Ability Partners Foundation
3399 South Winton RoadRochesterNY14623NONEPCCommunity Events$1,500
Action for a Better Community
400 West Ave 3rd FloorRochesterNY14611NONEPCCommunity Events$10,000
Adaptt Rochester Inc
595 Blossom RdRochesterNY14610NONEPCRacial Health Equity$70,000
Adaptt Rochester Inc
595 Blossom RdRochesterNY14610NONEPCMatching gift$300
Adaptt Rochester Inc
595 Blossom RdRochesterNY14610NONEPCCommunity Events$1,000
Allendale Columbia School
519 Allens Creek RoadRochesterNY14618NONEPCCommunity Events$1,500
American Foundation for Suicide Prevention
199 Water Street 11th FloorNew YorkNY10038NONEPCCommunity Events$1,000
Anthony Jordan Health Foundation
214 Lake AvenueRochesterNY14608NONEPCMatching gift$4,500
Arc GLOW
64 Walnut StreetBataviaNY14020NONEPCCommunity Events$1,000
AutismUp
50 Science ParkwayRochesterNY14620NONEPCCommunity Events$1,750
Baden Street Settlement of Rochester Inc
152 Baden StreetRochesterNY14605NONEPCRacial Health Equity$30,000
Baden Street Settlement of Rochester Inc
152 Baden StreetRochesterNY14605NONEPCCommunity Events$2,000
Barakah CenterBarakah Muslim Charity
584 Jefferson AveRochesterNY14611NONEPCRacial Health Equity$40,000
Barakah CenterBarakah Muslim Charity
584 Jefferson AveRochesterNY14611NONEPCCommunity Events$2,500
Beyond The Sanctuary
PO Box 18146RochesterNY14618NONEPCMatching gift$10,500
Black Men Achieve of Greater Rochester Inc
620 Park Avenue Suite 280RochesterNY14607NONEPCMatching gift$10,000
Black Physicians Network of Greater Roch
620 Park Avenue Suite 280RochesterNY14607NONEPCMatching gift$3,000
Borinquen Dance Theatre Inc
121 North Fitzhugh StreetRochesterNY14614NONEPCResponsive Grants$40,000
Breast Cancer Coalition of Rochester Inc
1048 University AvenueRochesterNY14607NONEPCCommunity Events$1,000
BreatheDeep Inc
28 Green Clover DriveHenriettaNY14467NONEPCRacial Health Equity$25,000
BreatheDeep Inc
28 Green Clover DriveHenriettaNY14467NONEPCCommunity Events$2,500
Brightstar Community Inc
PO Box 18671RochesterNY14618NONEPCCommunity Events$2,500
Brockport Foundation
350 New Campus DriveBrockportNY14420NONEPCCommunity Events$600
Causewave Community Partners
985 Elmwood AvenueRochesterNY14620NONEPCCollaborative$50,000
Center for Disability Rights Inc
497 State StreetRochesterNY14608NONEPCCommunity Events$1,000
Center for Teen Empowerment
373 Genesee StreetRochesterNY14611NONEPCRacial Health Equity$30,000
Center for Teen Empowerment
373 Genesee StreetRochesterNY14611NONEPCResponsive Grants$112,000
Center for Teen Empowerment Inc
373 Genesee StreetRochesterNY14611NONEPCMatching gift$250
Challenger Miracle Field of Greater Roch
PO Box 826WebsterNY14580NONEPCCommunity Events$1,000
Children's Institute Inc
205 Saint Paul StreetRochesterNY14604NONEPCCommunity Events$1,500
Children's Institute Inc
205 Saint Paul StreetRochesterNY14604NONEPCHealthy Futures$300,000
Children's Institute Inc
205 Saint Paul StreetRochesterNY14604NONEPCFor Roc the Future for charitable purposes - Collaborative$50,000
Children's Institute Inc
205 Saint Paul StreetRochesterNY14604NONEPCFor Roc the Future for charitable purposes - Healthy Futures$70,000
Christ for Kids Ministries Inc
6163 Rush Lima RoadRushNY14543NONEPCCommunity Events$500
Church of Life Ministries Inc
1751 Clifford AveRochesterNY14609NONEPCRacial Health Equity$10,000
Climate Solutions Accelerator
758 South AvenueRochesterNY14620NONEPCCommunity Events$2,500
Compeer Rochester Inc
259 Monroe AveRochesterNY14607NONEPCCommunity Events$500
Connected Communities Inc
1337 East Main Street Suite 1RochesterNY14609NONEPCCommunity Events$2,000
Coordinated Care Services Inc
1099 Jay StreetRochesterNY14611NONEPCCollaborative$155,000
Coordinated Care Services Inc
1099 Jay StreetRochesterNY14611NONEPCFor Greater Rochester Parent Leadership Training Institute for Charitable purposes - Healthy Futures$90,000
Cornell Cooperative Extension of Wayne County
1581 New York 88NewarkNY14513NONEPCNeighborhood Health Status Improvement$195,000
Cultures Learning Together Inc
116 SteeplechaseGeneseoNY14454NONEPCResponsive Grants$18,723
Disability EmpowHer Network Inc
67 Firestone DriveRochesterNY14624NONEPCCommunity Events$1,000
Dundee Fresh Grocery Inc
PO Box 275DundeeNY14837NONEPCResponsive Grants$118,672
Eastman Performing Arts Medicine Fund
26 Gibbs StreetRochesterNY14604NONEPCMatching gift$8,000
Eleversity A division of Heritage Christian Services
275 Kenneth Drive Suite 100RochesterNY14623NONEPCCommunity Events$2,500
Endless Highway Inc
1 South Clinton AvenueRochesterNY14604NONEPCResponsive Grants$193,294
Family Counseling Service of Finger Lakes
671 South Exchange StreetGenevaNY14456NONEPCMatching gift$1,500
Family Counseling Service of Finger Lakes
671 South Exchange StreetGenevaNY14456NONEPCCommunity Events$1,000
Family Promise Of Greater Rochester
PO Box 90583RochesterNY14609NONEPCMatching gift$375
Family Promise Of Greater Rochester
PO Box 90583RochesterNY14609NONEPCCommunity Events$1,000
Fatherhood Connection Inc
3 Mountain RiseFairportNY14450NONEPCHealthy Futures$85,000
Fatherhood Connection Inc
3 Mountain RiseFairportNY14450NONEPCRacial Health Equity$15,000
Finger Lakes Health Foundation
196 North StreetGenevaNY14456NONEPCCommunity Events$1,500
Finger Lakes Health Systems Agency dba Common Ground Health
1150 University Avenue Bldg 5RochesterNY14607NONEPCCollaborative$75,000
Finger Lakes Health Systems Agency dba Common Ground Health
1150 University Avenue Bldg 5RochesterNY14607NONEPCHealthy Futures$744,992
Finger Lakes Health Systems Agency dba Common Ground Health
1150 University Avenue Bldg 5RochesterNY14607NONEPCRacial Health Equity$150,000
Finger Lakes Health Systems Agency dba Common Ground Health
1150 University Avenue Bldg 5RochesterNY14607NONEPCCommunity Events$2,900
Finger Lakes Health Systems Agency dba Common Ground Health
1150 University Avenue Bldg 5RochesterNY14607NONEPCFor Indigenous Peoples Day Committee Rochester, NY for charitable purposes - Responsive Grants$18,285
Finger Lakes United Cerebral Palsy Inc
731 Pre Emption RoadGenevaNY14456NONEPCResponsive Grants$105,296
FLACE-Becky Addona TLC Fund
72 South Main StreetCanandaiguaNY14424NONEPCMatching gift$2,000
FLACE-MLK Scholarship
72 South Main StreetCanandaiguaNY14424NONEPCMatching gift$2,500
Flower City Noire Collective
60 Delamaine DriveRochesterNY14621NONEPCRacial Health Equity$10,000
Foodlink Inc
PO Box 60766RochesterNY14606NONEPCCommunity Events$1,500
Foundation of the Rochester Latino Rotary Club Inc
PO Box 12562RochesterNY14612NONEPCCommunity Events$1,000
Friendly Senior Living
3156 East AveRochesterNY14618NONEPCCommunity Events$1,500
Friends of Ganondagan
PO Box 113VictorNY14564NONEPCResponsive Grants$35,000
Gamma Iota Boule Foundation
109 South Union Street Suite 100RochesterNY14607NONEPCMatching gift$7,500
Gamma Iota Boule Foundation
109 South Union Street Suite 100RochesterNY14607NONEPCCommunity Events$1,000
Gates Presbyterian Church
1049 Wegman RoadRochesterNY14624NONEPCResponsive Grants$1,870
Genesee Community Charter School
657 East AvenueRochesterNY14607NONEPCMatching gift$2,650
Genesee Orleans Ministry of Concern Inc
29 East State StreetAlbionNY14411NONEPCResponsive Grants$29,852
Genesee Orleans Ministry of Concern Inc
29 East State StreetAlbionNY14411NONEPCCommunity Events$1,000
Geneva Reads Inc
63 Pulteney StreetGenevaNY14456NONEPCMatching gift$2,000
Girls on the Run of Greater Rochester
1595 Moseley RoadVictorNY14564NONEPCCommunity Events$1,000
Golisano Children's Hospital
300 East River RoadRochesterNY14627NONEPCMatching gift$5,500
Goodwill Of The Finger Lakes
422 South Clinton AveRochesterNY14620NONEPCMatching gift$1,000
Goodwill Of The Finger Lakes
422 South Clinton AveRochesterNY14620NONEPCCommunity Events$1,500
HCR - Home Care of Rochester
85 Metro ParkRochesterNY14623NONEPCCollaborative$75,000
His Branches Inc
340 Arnett BoulevardRochesterNY14619NONEPCCommunity Events$750
Homesteads For Hope Inc
2185 Manitou RoadRochesterNY14606NONEPCMatching gift$250
Hope585
111 North Chestnut StreetRochesterNY14604NONEPCResponsive Grants$100,000
House of Mercy
285 Ormond StreetRochesterNY14605NONEPCCommunity Events$2,500
Ibero-American Action League Inc
124 Evergreen StreetRochesterNY14605NONEPCCommunity Events$2,000
Ibero-American Action League Inc
124 Evergreen StreetRochesterNY14605NONEPCCollaborative$50,000
Ibero-American Action League Inc
124 Evergreen StreetRochesterNY14605NONEPCHealthy Futures$95,000
Ibero-American Development Corporation
954 Clifford AveRochesterNY14621NONEPCCollaborative$35,000
Interdenominational Health Ministry Coalition
PO Box 24621RochesterNY14624NONEPCCollaborative$86,124
Interdenominational Health Ministry Coalition
PO Box 24621RochesterNY14624NONEPCRacial Health Equity$20,000
Jewish Family Service of Rochester Inc
255 East Avenue Suite 201RochesterNY14604NONEPCMatching gift$500
Judicial Process CommissionInc
200 West AveRochesterNY14611NONEPCResponsive Grants$69,000
Keeping Our Promise Inc
PO Box 92117RochesterNY14692NONEPCMatching gift$500
Keeping Our Promise Inc
PO Box 92117RochesterNY14692NONEPCCommunity Events$1,000
Lifespan of Greater Rochester
1900 South Clinton Avenue Ste 13RochesterNY14618NONEPCCommunity Events$2,500
MK Gandhi Institute for Nonviolence
929 S Plymouth AveRochesterNY14608NONEPCCommunity Events$5,000
Make-A-Wish
10 Office Park Way Suite 500PittsfordNY14534NONEPCCommunity Events$3,000
Mary's Place Outreach
414 Lexington AvenueRochesterNY14613NONEPCResponsive Grants$62,640
Mentors Inspiring Boys and Girls (MIB&G)
75 Grover StreetRochesterNY14611NONEPCRacial Health Equity$30,000
Millys Pantry
PO Box 734Penn YanNY14527NONEPCResponsive Grants$100,000
Monroe Community College Foundation
1000 East Henrietta RoadRochesterNY14623NONEPCMatching gift$11,500
National Parent Leadership Institute
15 River Road Suite 15BWiltonCT06897NONEPCHealthy Futures$969,998
Nazareth University
4245 East AveRochesterNY14618NONEPCFor DOR Migrant Ministry for Charitable Purposes - Racial Health Equity$30,000
NEO Philanthropy Inc
45 West 36th Street 6th FlNew YorkNY10018NONEPCHealthy Futures$20,000
New Africa Cultural Center
PO Box 64832RochesterNY14624NONEPCFor Black Woman's Leadership Forum for Charitable Purposes - Racial Health Equity$10,000
New York State Alliance of Recovery Residences
69 Jones AveRochesterNY14608NONEPCCommunity Events$1,000
Oak Orchard Community Health Center
300 West AvenueBrockportNY14420NONEPCResponsive Grants$50,000
Our Town Rocks
12 Main StreetDundeeNY14837NONEPCResponsive Grants$34,500
Partners in Community Development
45 Maxson StreetRochesterNY14609NONEPCRacial Health Equity$50,000
Partners in Community Development
45 Maxson StreetRochesterNY14609NONEPCResponsive Grants$100,233
Partners in Community Development
45 Maxson StreetRochesterNY14609NONEPCCommunity Events$2,500
Perinatal Network of Monroe County
693 East Avenue Suite 200RochesterNY14607NONEPCMatching gift$2,500
Perinatal Network of Monroe County
693 East Avenue Suite 200RochesterNY14607NONEPCHealthy Futures$650,000
Pines of Peace
2378 Ridge RoadOntarioNY14519NONEPCMatching gift$250
Player 1 Academy
1 East Main Street Suite 510RochesterNY14445NONEPCHealthy Futures$50,000
Player 1 Academy
1 East Main Street Suite 510RochesterNY14445NONEPCRacial Health Equity$25,000
Project Stork Inc
20 Webber AvenueOakfieldNY14125NONEPCMatching gift$2,500
Reach Out and Read Inc
89 South Street Suite 201BostonMA02111NONEPCMatching gift$5,000
Reconnect Rochester Inc
1115 East Main Street Box61RochesterNY14609NONEPCCommunity Events$750
Recovery House of Rochester Inc
69 Jones AvenueRochesterNY14608NONEPCRacial Health Equity$25,000
Renaissance Academy Charter School of the Arts
299 Kirk RoadRochesterNY14612NONEPCResponsive Grants$72,450
River Flow Soccer Club Inc
PO Box 10061RochesterNY14610NONEPCResponsive Grants$17,250
ROC Royal
80 Wilton TerraceRochesterNY14619NONEPCCommunity Events$2,000
Roc The Peace Inc
PO BOX 24084RochesterNY14624NONEPCRacial Health Equity$20,000
Roc The Peace Inc
953 Dewey AvenueRochesterNY14613NONEPCCommunity Events$2,500
RoCACTS
121 North Fitzhugh StreetRochesterNY14614NONEPCCommunity Events$1,000
Rochester ABOVE
1219 Lake Point DrWebsterNY14580NONEPCRacial Health Equity$10,000
Rochester Area Community Foundation
500 East AveRochesterNY14607NONEPCMatching gift$1,250
Rochester Black Nurses Association
1485 Howard Road PO BOX 64535RochesterNY14624NONEPCRacial Health Equity$15,000
Rochester Deaf Kitchen
693 East AvenueRochesterNY14607NONEPCResponsive Grants$40,000
Rochester Education Foundation
250 Mill Street Suite 400RochesterNY14614NONEPCCommunity Events$1,000
Rochester Hearing and Speech Center
1000 Elmwood Avenue Suite 400RochesterNY14620NONEPCCommunity Events$2,500
Rochester Institute of Technology
116 Lomb Memorial DriveRochesterNY14623NONEPCRacial Health Equity$125,000
Rochester Parkinson Network Inc
PO Box 18606RochesterNY14618NONEPCMatching gift$5,000
Rochester refugee Resettlement Services Inc
393 Lexington AveRochesterNY14613NONEPCMatching gift$500
Rochester refugee Resettlement Services Inc
393 Lexington AveRochesterNY14613NONEPCResponsive Grants$154,697
Rochester Spinal Association
3380 Monroe Avenue Suite 102RochesterNY14618NONEPCResponsive Grants$82,864
Rochester Spinal Association
3380 Monroe Avenue Suite 102RochesterNY14618NONEPCCommunity Events$1,000
ROCovery Fitness
1035 Dewey AvenueRochesterNY14613NONEPCResponsive Grants$131,592
Ronald McDonald House Charities of Roch
333 Westmoreland DriveRochesterNY14620NONEPCMatching gift$5,000
S2AY Rural Health Network - DBA Pivotal Public Health Partnership
PO Box 390CanandaiguaNY14424NONEPCNeighborhood Health Status Improvement$195,000
S2AY Rural Health Network - DBA Pivotal Public Health Partnership
PO Box 390CanandaiguaNY14424NONEPCResponsive Grants$118,131
Sickle Cell Advocates of Rochester
PO Box 64517RochesterNY14624NONEPCRacial Health Equity$10,000
Society for Protection & Care of Children
148 South Fitzhugh StRochesterNY14608NONEPCMatching gift$2,500
Society for the Protection & Care of Children
148 South Fitzhugh StreetRochesterNY14608NONEPCHealthy Futures$300,000
Society for the Protection & Care of Children
148 South Fitzhugh StreetRochesterNY14608NONEPCResponsive Grants$194,809
Sodus Central School District
54 Mill StSodusNY14551NONEPCResponsive Grants$125,000
South East Area Coalition Inc
1255 University AvenueC010RochesterNY14607NONEPCCommunity Events$500
South Wedge Planning Committee
224 Mt Hope AvenueRochesterNY14620NONEPCCommunity Events$500
Spiritus Christi Prison Outreach
934 Culver RoadRochesterNY14609NONEPCResponsive Grants$29,256
Spot-Canandaigua Inc
PO Box 563CanandaiguaNY14424NONEPCResponsive Grants$40,000
St Ann's Foundation Inc
1500 Portland AvenueRochesterNY14621NONEPCCommunity Events$1,500
St Joseph's Neighborhood Center
417 South AvenueRochesterNY14620NONEPCMatching gift$17,750
St Joseph's Neighborhood Center
417 South AvenueRochesterNY14620NONEPCCommunity Events$2,500
St Peters Kitchen
PO Box 11031RochesterNY14611NONEPCCommunity Events$1,000
Starbridge
1650 South Avenue Suite 200RochesterNY14620NONEPCCommunity Events$1,000
Strollin' For The Colon
5607 Palmyra RoadPittsfordNY14534NONEPCCommunity Events$1,000
Teresa House Inc
21 Highland RoadGeneseoNY14454NONEPCCommunity Events$500
The Arc Foundation of Monroe
2060 Brighton Henrietta Town Line RRochesterNY14623NONEPCCommunity Events$1,000
The Arc Wayne
150 Van Buren StNewarkNY14513NONEPCCommunity Events$1,000
The Center For Youth Services Inc
905 Monroe AveRochesterNY14620NONEPCCommunity Events$2,500
The Center For Youth Services Inc
905 Monroe AveRochesterNY14620NONEPCHealthy Futures$70,000
The Child Advocacy Center of Greater Rochester
1 Mt Hope AvenueRochesterNY14608NONEPCCollaborative$50,000
The Child Advocacy Center of Greater Rochester
1 Mt Hope AvenueRochesterNY14608NONEPCMatching gift$5,250
The Child Advocacy Center of Greater Rochester
1 Mt Hope AvenueRochesterNY14608NONEPCCommunity Events$3,500
The Childrens Agenda
1 South Washington StreetRochesterNY14614NONEPCCommunity Events$2,500
The Childrens Agenda
1 South Washington StreetRochesterNY14614NONEPCHealthy Futures$80,000
The Father Laurence-Larry-Tracy Advocacy Center
821 N Clinton AveRochesterNY14605NONEPCRacial Health Equity$20,000
The Father Laurence-Larry-Tracy Advocacy Center
821 N Clinton AveRochesterNY14605NONEPCResponsive Grants$153,023
The Flying Squirrel Community Space
285 Clarissa StreetRochesterNY14608NONEPCFor Free the People ROC for Charitable Purposes - Racial Health Equity$25,000
The Healing Connection Inc
1320 University AveRochesterNY14607NONEPCMatching gift$5,000
The Margaret Home Inc
PO Box 214East RochesterNY14445NONEPCCommunity Events$1,000
The Norman Howard School
275 Pinnacle RdRochesterNY14623NONEPCCommunity Events$500
The Public Policy and Education Fund of New York
94 Central AveAlbanyNY12206NONEPCFor Sankofa Family Counseling Services for charitable purposes - Collaborative$18,877
The Public Policy and Education Fund of New York
94 Central AveAlbanyNY12206NONEPCRacial Health Equity$25,000
The Reentry and Community Development Center
445 North StreetRochesterNY14605NONEPCRacial Health Equity$25,000
The Salvation Army of Greater Rochester
70 Liberty Pole WayRochesterNY14604NONEPCCommunity Events$1,000
Thrive to Survive
PO Box 1146GenevaNY14456NONEPCCommunity Events$2,500
TrailblaZers Foundation Inc
620 Park Avenue Num 193RochesterNY14607NONEPCCommunity Events$2,000
Trillium Health
259 Monroe AvenueRochesterNY14607NONEPCCommunity Events$2,500
United Way of Greater Rochester
75 College AvenueRochesterNY14607NONEPCCommunity Events$3,600
United Way of Greater Rochester and the Finger Lakes
75 College AvenueRochesterNY14607NONEPCCollaborative$50,000
United Way of Orleans County
231 East AvenueAlbionNY14411NONEPCResponsive Grants$99,978
United Way of Orleans County
231 East AvenueAlbionNY14411NONEPCCommunity Events$5,000
University of Rochester Medical Center
300 East River Road Box 278703RochesterNY14627NONEPCMatching gift$5,000
Urban League of Rochester NY
265 North Clinton AvenueRochesterNY14605NONEPCCommunity Events$2,000
Vertus Charter School
21 Humboldt StreetRochesterNY14609NONEPCCommunity Events$2,500
Vertus Charter School
21 Humboldt StreetRochesterNY14609NONEPCResponsive Grants$56,631
Veterans Outreach Center
447 South AvenueRochesterNY14620NONEPCCommunity Events$2,000
Villa of Hope
3300 Dewey AveRochesterNY14616NONEPCResponsive Grants$204,089
Volunteers of America
214 Lake AveRochesterNY14608NONEPCCommunity Events$3,000
Volunteers of America of Western New York Inc
214 Lake AveRochesterNY14608NONEPCResponsive Grants$127,604
Wayne County YAP
165 East Union Street Suite 406NewarkNY14513NONEPCRacial Health Equity$30,000
Western New York Independent Living Inc
319 West Main StreetBataviaNY14020NONEPCResponsive Grants$174,268
Willow Domestic Violence Center
693 East AveRochesterNY14607NONEPCMatching gift$250
WNY Rural AHEC
20 Duncan StreetWarsawNY14569NONEPCCommunity Events$2,000
WNY Wreckers
65 Towpath LaneRochesterNY14618NONEPCCommunity Events$1,000
Women's Foundation of Genesee Valley Inc
494 East AvenueRochesterNY14607NONEPCCommunity Events$1,000
Worker Justice Center of New York
1187 Culver RoadRochesterNY14609NONEPCResponsive Grants$89,725
Worker Justice Center of New York
1187 Culver RoadRochesterNY14609NONEPCCommunity Events$1,500
World Relief WNY
420 Winton RoadNorth RochesterNY14610NONEPCCommunity Events$2,500
Yates Community Center
467 North Main StreetPenn YanNY14527NONEPCCommunity Events$3,000
YMCA of Greater Rochester
444 East Main StreetRochesterNY14604NONEPCHealthy Futures$70,000
YMCA of Greater Rochester
444 East Main StreetRochesterNY14604NONEPCMatching gift$2,000
YWCA of Rochester and Monroe County
175 North Clinton AvenueRochesterNY14604NONEPCCommunity Events$1,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,935,848TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Adaptt Rochester Inc
595 Blossom RdRochesterNY14610NONEPCRacial Health Equity$140,000
Baden Street Settlement of Rochester Inc
152 Baden StreetRochesterNY14605NONEPCRacial Health Equity$60,000
Barakah CenterBarakah Muslim Charity
584 Jefferson AveRochesterNY14611NONEPCRacial Health Equity$80,000
BreatheDeep Inc
28 Green Clover DriveHenriettaNY14467NONEPCRacial Health Equity$50,000
Center for Teen Empowerment
373 Genesee StreetRochesterNY14611NONEPCRacial Health Equity$60,000
Center for Teen Empowerment
373 Genesee StreetRochesterNY14611NONEPCResponsive Grants$224,000
Children's Institute Inc
205 Saint Paul StreetRochesterNY14604NONEPCHealthy Futures$756,000
Children's Institute Inc
205 Saint Paul StreetRochesterNY14604NONEPCDesignated to Roc the Future for charitable purposes - Healthy Futures$411,000
Church of Life Ministries Inc
1751 Clifford AveRochesterNY14609NONEPCHealthy Futures$291,000
Coordinated Care Services Inc
1099 Jay StreetRochesterNY14611NONEPCCollaborative$125,000
Cultures Learning Together Inc
116 SteeplechaseGeneseoNY14454NONEPCResponsive Grants$40,926
Dundee Fresh Grocery Inc
PO Box 275DundeeNY14837NONEPCResponsive Grants$441,427
Endless Highway Inc
1 South Clinton AvenueRochesterNY14604NONEPCResponsive Grants$125,600
Fatherhood Connection Inc
3 Mountain RiseFairportNY14450NONEPCHealthy Futures$367,500
Finger Lakes Health System Agency dba Common Ground Health
1150 University Avenue Bldg 5RochesterNY14607NONEPCHealthy Futures$2,240,976
Finger Lakes Health System Agency dba Common Ground Health
1150 University Avenue Bldg 5RochesterNY14607NONEPCRacial Health Equity$300,000
Finger Lakes Health Systems Agency dba Common Ground Health
1150 University Avenue Bldg 5RochesterNY14607NONEPCFor Indigenous Peoples Day Committee Rochester, NY for charitable purposes - Responsive Grants$36,570
Finger Lakes United Cerebral Palsy Inc
731 Pre Emption RoadGenevaNY14456NONEPCResponsive Grants$240,057
Genesee Orleans Ministry of Concern Inc
29 East State StreetAlbionNY14411NONEPCResponsive Grants$29,852
Greater Rochester Parent Leadership Training Institute
Coordinated Care Services IncRochesterNY14607NONEPCHealthy Futures$321,000
Ibero-American Action League Inc
124 Evergreen StreetRochesterNY14605NONEPCHealthy Futures$544,500
Interdenominational Health Ministry Coalition
PO Box 24621RochesterNY14624NONEPCRacial Health Equity$40,000
Mentors Inspiring Boys and Girls (MIB&G)
75 Grover StreetRochesterNY14611NONEPCRacial Health Equity$60,000
National Parent Leadership Institute
15 River Road Suite 15BWiltonCT06897NONEPCHealthy Futures$2,852,994
Nazareth University
4245 East AverochesterNY14618NONEPCFor DOR Migrant Ministry for charitable purposes - Racial Health Equity$60,000
Partners in Community Development
45 Maxson StreetRochesterNY14609NONEPCRacial Health Equity$100,000
Partners in Community Development
45 Maxson StreetRochesterNY14609NONEPCResponsive Grants$101,951
Player 1 Academy
1 East Main Street Suite 510RochesterNY14445NONEPCHealthy Futures$237,000
Player 1 Academy
1 East Main Street Suite 510RochesterNY14445NONEPCRacial Health Equity$50,000
Recovery House of Rochester Inc
69 Jones AvenueRochesterNY14608NONEPCRacial Health Equity$50,000
Renaissance Academy Charter School of the Arts
299 Kirk RoadRochesterNY14612NONEPCResponsive Grants$144,900
River Flow Soccer Club Inc
PO Box 10061RochesterNY14610NONEPCResponsive Grants$69,000
ROC THE PEACE INC
PO BOX 24084RochesterNY14624NONEPCRacial Health Equity$40,000
Rochester Institute of Technology
116 Lomb Memorial DriveRochesterNY14623NONEPCRacial Health Equity$250,000
Rochester Spinal Association
3380 Monroe Avenue Suite 102RochesterNY14618NONEPCResponsive Grants$106,656
S2AY Rural Health Network - DBA Pivital Public Health Partnership
PO Box 390CanandaiguaNY14424NONEPCResponsive Grants$441,854
Society for the Protection & Care of Children
148 South Fitzhugh StreetRochesterNY14608NONEPCHealthy Futures$996,000
South Seneca Community Services Center
8591 NYS Rt 414LodiNY14860NONEPCResponsive Grants$8,000
Spiritus Christi Prison Outreach
934 Culver RoadRochesterNY14609NONEPCResponsive Grants$60,361
The Child Advocacy Center of Greater Rochester
1 Mt Hope AvenueRochesterNY14608NONEPCCollaborative$50,000
The Children's Agenda
1 South Washington StreetRochesterNY14614NONEPCHealthy Futures$375,000
The Father Laurence-Larry-Tracy Advocacy Center
821 N Clinton AveRochesterNY14605NONEPCResponsive Grants$99,909
The Reentry and Community Development Center
445 North StreetRochesterNY14605NONEPCRacial Health Equity$50,000
United Way of Orleans County
231 East AvenueAlbionNY14411NONEPCResponsive Grants$45,879
Victim Resource Center
132 Harrison StNewarkNY145131234NONEPCResponsive Grants$201,688
Volunteers of America of Western New York Inc
214 Lake AveRochesterNY14608NONEPCResponsive Grants$268,959
Wayne County YAP
165 East Union Street Suite 406NewarkNY14513NONEPCRacial Health Equity$60,000
Western New York Independent Living Inc
319 West Main StreetBataviaNY14020NONEPCResponsive Grants$181,908
YMCA of Greater Rochester
444 East Main StreetRochesterNY14604NONEPCHealthy Futures$306,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$14,193,467TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,774ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,515,735ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,183,894ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$13,757,403ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,757,403TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcYes (true)PerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (2 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
GREATER ROCHESTER CHAMBER OF COMMERCE
1b(6)$1,588MEMBERSHIP DUES
BUSINESS COUNCIL OF NYS
1b(6)$383MEMBERSHIP DUES
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$39,171Amt
Net Investment Income$19,586NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$19,585DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetPUBLICLY TRADED SECURITIESAssetDesc
Gross Sales Price$55,955,943GrossSalesPriceAmt
Basis$46,772,049BasisAmt
Total Net$9,183,894TotalNetAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (9 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM AND INFORMATIONForm 990-PF, Part XIV, Line 2bPARTNERSHIP PORTFOLIO: APPLICATIONS ARE ACCEPTED ON AN INVITATION ONLY BASIS. INVITED APPLICATIONS ARE PROVIDED ADDITIONAL INSTRUCTIONS ON NEEDED CONTENT.
FORM AND INFORMATIONForm 990-PF, Part XIV, Line 2bTARGETED PORTFOLIO: APPLICATIONS ARE ACCEPTED ON AN INVITATION ONLY BASIS. INVITED APPLICATIONS ARE PROVIDED ADDITIONAL INSTRUCTIONS ON NEEDED CONTENT.
SUBMISSION DEADLINESForm 990-PF, Part XIV, Line 2cPARTNERSHIP PORTFOLIO: APPLICATIONS ARE ACCEPTED THROUGHOUT THE YEAR BY INVITATION.
SUBMISSION DEADLINESForm 990-PF, Part XIV, Line 2cTARGETED PORTFOLIO: APPLICATIONS ARE ACCEPTED THROUGHOUT THE YEAR BY INVITATION.
FORM AND INFORMATIONForm 990-PF, Part XIV, Line 2bRESPONSIVE PORTFOLIO: APPLICATIONS ARE OPEN TO THE PUBLIC. THE SUBMISSION BEGINS WITH A LETTER OF INQUIRY AND, IF INVITED, MORE DETAILED INFORMATION IS GATHERED FROM THE APPLICANT. APPLICATION INFORMATION IS AVAILABLE ON THE GRHF WEBSITE.
SUBMISSION DEADLINESForm 990-PF, Part XIV, Line 2cRESPONSIVE PORTFOLIO: APPLICATIONS RECEIVED ON ANNUAL PUBLISHED CYCLES. INFORMATION ON GRHF WEBSITE.
Summary of Direct Charitable ActivityForm 990-PF, Part VIII-AHealthy and Equitable Futures aims to achieve justice and fairness in health resources and outcomes in seeking to disrupt the conditions that result in racial and other health inequities in the Foundation's nine-county region. During the year, the Foundation directly led and supported programs aimed at promoting whole-child health for Black and Latino children aged 0-8 in Monroe County, integrating early childhood development, social-emotional supports, and equitable access to safe play spaces. Through a Learning Collaborative model, the Foundation convened parent leaders, community partners, and service providers to co-design strategies, host training sessions, and pilot community-based supports. The Foundation also maintained an internal Parent Advisory Group, coordinated community input sessions, and facilitated cross-sector alignment of systems (e.g. early education, health, social services) around the strategy. The strategy is undertaking intentional changes to community engagement practices to better share power with parents and communities (equity in process) across three levers for change: Family Leadership, Social-Emotional Supports, Representative and Inclusive Systems. In 2024, the Healthy and Equitable Futures strategy was in a transition year as we prepared for phase 2 of the long-term, cohort-based body of work. All aspects of the Healthy and Equitable Futures strategy continues to be guided, informed by co-created with the parents and families. Phase 2 of the Healthy and Equitable Futures that began in early 2025 is focused on organizational level systems change with grantee partners with consultant supports including 1 on 1 coaching and technical assistance from Parent Leader Facilitators through the sub-committee team framework. Statistics: * During the year 2024, over 5,000 children aged 0-8 and their parent/family members directly participated in programs across 15 child serving organizations in Monroe County. * The Foundation convened 4 Learning Collaborative sessions with 15 organizational partners) and parent co-created community designed input/sub-committee planning sessions/meetings. * The Parent Advisory Groups for each organization collectively engaged a total of 50 parent-leaders and 15 Parent Leader Facilitators, assigned to each organization who contributed to program design, guidance, planning and co-creation opportunities to support organizational change. Outcomes / Outputs / Measurables: * In 2024 the strategy produced 15 organizational internal summary reflection reports, 1 one pager report and 1 comprehensive learning and evaluation report summarizing insights from the parent-led design process. * The Foundation tracked 32 key system-level changes across organizations that included organizational, program, practice and policy changes such as: adding parents to the board of directors, hiring parents as paid staff, program implementation changes, language access policy changes, etc. * Findings from the strategy were disseminated in 3 public presentations or forums to health, education, and nonprofit stakeholders as well as local, state, regional and national conferences and fellowships, including the Deeper Learning Fellowship, National Federation of Families Conference and City of Rochester City Council.
Summary of Direct Charitable ActivityForm 990-PF, Part VIII-ARacial Health Equity aims to achieve justice and fairness in health resources and outcomes we seek to disrupt the conditions that result in racial and other health inequities in the Foundation's nine-county region. Foundation staff convened a series of community conversations and listening sessions with individuals and groups reflective and representative of the Black and Latinx communities including varying voices and perspectives, across many sectors. We posed the following question and received ample feedback, input, ideas and insights: How can the GRHF best utilize its resources, position and power to invest in, support and uplift the Black and Brown community? As a result of these community conversations, the following three focus areas emerged and are recommended components of this strategy: Capacity Building BIPOC Led Organizations, Leadership Development Pipeline and Advocacy. 2024 was a transitional year for the Racial Heath Equity strategy as we prepared for the next phase of this body of work to begin in 2025. During that same year, the Racial Health Equity underwent a strategic refresh that was informed and shaped by both the African American Health Coalition and the Latino Health Coalition that is comprised of community organizational partners and community members/stakeholders. The process resulted in a modification to the strategic focus areas and is now centered on mental/behavioral health and community safety/violence. The cohort phased approach allows for continuity, coordination and greater opportunity for collaboration among grantee partners. Statistics: * The Foundation convened 2 community including the African American Health Coalition and the Latino Health Coalition listening sessions involving 40 individuals and 20 representing organizational stakeholders. * The Foundation engaged 20 BIPOC-led organizations with capacity-building or technical assistance that focused on leadership coaching, strategic planning, board development and other topics based on organizational needs.. * The Foundation supported 4 pilot projects that support the Racial Health Equity Ecosystem including creation of the Project Restore Respite location for frontline workers, continued the building out of the digital platform for community resources, creating the Violence Prevention Hub and the Healer's Village collectively involving more than 600 community participants and over 35 service providers. Outcomes / Outputs / Measurables: * The convenings generated 1 thematic summary brief documenting community insights, priorities and recommendations that led to changes in strategic focus areas that were implemented in 2024. * 18 partner organizations adopted programmatic and operational practices reflecting equity principles at the programmatic and organizational level.. * The Project Restore an the DGB platform pilots digital reached close to 30 users or community members in its first year of the testing phase, with feedback collected via 2 surveys and 3 focus groups for the testers and users.
Summary of Direct Charitable ActivityForm 990-PF, Part VIII-AThe expenses attributed to the NHSI initiative are related to participation in the program conducted directly by the Foundation, with significant involvement by the Foundation staff. The program officer has a significant role in supporting the grantee partners by attending monthly meetings, making site visits, providing guidance in partnership with the grantee partners and the consultant. Additionally, planning and implementation of the Phase 5 grantee celebrations, transition planning with the partners and consultants and planning for the NHSI Strategy Culmination Video that documents the 17 year strategy as we prepare to sunset this work.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEquity Mutual FundsStockNm
EOY Book Value$201,238,663EOYBookValueAmt
EOYFMV$201,238,663EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemALTERNATIVE INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$71,901,205BookValueAmt
EOYFMV$71,901,205EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFurniture and fixturesCategoryOrItemTxt
Cost Or Other Basis$0CostOrOtherBasisAmt
Accumulated Depreciation$0AccumulatedDepreciationAmt
Book Value$0BookValueAmt
EOYFMV$0EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$19,205LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$19,205DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE ASSETDesc
BOY Book Value$569,962BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Insurance$28,243$0$0$28,243
Dues and Subscriptions$59,932$0$0$59,932
License Fees$43,712$0$0$43,712
Employee Recognition$3,423$0$0$3,423
Office Expense$3,956$0$0$3,956
Miscellaneous Expense$26$0$0$26
IT Expenditures$6,293$0$0$6,293
Maintenance Agreement$2,627$0$0$2,627
Healthy and equitable futures program expenses$424,843$0$0$424,843
Neighborhood Health Status program expenses$190,078$0$0$190,078
Community Meetings$13,964$0$0$13,964
Racial health equity program expenses$228,000$0$0$228,000
OTHER PASS-THROUGH EXPENSES$0$963,558$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM PASS-THROUGH INVESTMENTS$0$4,247,760$0
481(A) ADJUSTMENT$0$16,491$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN ACCOUNTING METHOD$136,883
UNREALIZED GAIN$14,824,711

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
OTHER CURRENT LIABILITIES$143,169$0
Operating lease liabilities$569,961$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$2,403,842$1,997,213$0$0
COMMUNICATION$9,951$0$0$9,951
OTHER PROFESSIONAL SERVICES$91,898$0$0$91,898
TECHNOLOGY$30,423$0$0$30,423

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$241,708$0$0$0
Tax from pass-through$0$102,791$0$0