GREATER ROCHESTER HEALTH FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GREATER ROCHESTER HEALTH FOUNDATION (EIN 13-4301222)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633219349100108
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T00:00:00-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161375790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEJOY KNAUF & BLOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 EAST BROAD STREET SUITE 300 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134301222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER ROCHESTER HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 5852581799 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 STATE STREET NO 100 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN URBAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5852581799 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MORGAN N BROOKS | PreparerPersonNm |
| PTIN | P01296717 | PTIN |
| Phone | 5855461840 | PhoneNum |
| Preparation | 2016-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $224,184,706 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,601,191 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,522,594 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,449,247 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,183,531 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,305,794 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,038 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $813,299 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,064,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,641,687 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $455,550 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $455,550 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $257,131 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $300,387 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $171,647 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $171,647 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,683 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,683 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $200,428 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200,428 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $36 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $36 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $139,966 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,173 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $24,191 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $70,238 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $64,749 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $87,531 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $87,531 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $40,448 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $40,448 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,963,904 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,786,456 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,056,502 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,428,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,872,378 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,378,728 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,595,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,595,334 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,024,221 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,872,378 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,974,062 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,959,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,769,309 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,018,062 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,938,869 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,938,869 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $82,406 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $365,661 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $365,661 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $150,142,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $125,616,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $125,616,625 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $86,421,643 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $96,187,817 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,187,817 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $885,813 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $810,079 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $132,319 | LandBOYAmt |
| Land EOY | $75,734 | LandEOYAmt |
| Land EOYFMV | $75,734 | LandEOYFMVAmt |
| Total Assets BOY | $238,797,194 | TotalAssetsBOYAmt |
| Total Assets EOY | $224,184,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $224,184,706 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $211,645 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $277,418 | AccountsPayableEOYAmt |
| Grants Payable BOY | $147,777 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $77,149 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,395 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $436,571 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $307,813 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $238,360,623 | UnrestrictedBOYAmt |
| Unrestricted EOY | $223,876,893 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $238,360,623 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $223,876,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $238,797,194 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $224,184,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $238,360,623 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,959,745 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $235,400,878 | SubtotalAmt |
| Other Decreases | $11,523,985 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $223,876,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ABERDEEN EMERGING MARKETS SMALLER COMPANIES FUND | P | $341 | $341 | ||
| ABERDEEN EMERGING MARKETS SMALLER COMPANIES FUND | P | $16,620 | $16,620 | ||
| AETHER REAL ASSETS II LP | P | $6,475 | $6,475 | ||
| AETHER REAL ASSETS II LP | P | $8,423 | $8,423 | ||
| AETHER REAL ASSETS III LP | P | $2,540 | $2,540 | ||
| AETHER REAL ASSETS III LP | P | -$28 | -$28 | ||
| AG REALTY FUND VIII LP | P | $369,441 | $369,441 | ||
| AMBERBROOK V LLC | P | $1,704 | $1,704 | ||
| AMBERBROOK V LLC | P | $213,641 | $213,641 | ||
| APOLLO EUROPEAN FUND II | P | $31,432 | $31,432 | ||
| ARTISIAN FLOBAL OPPORTUNITIES | P | $84,282 | $84,282 | ||
| ATLANTA CAPITAL (RX-54) | P | $1,057,126 | $1,057,126 | ||
| CARLYLE REALTY PARTNERS VI LP | P | $37,562 | $37,562 | ||
| CARLYLE REALTY PARTNERS VI LP | P | $345,249 | $345,249 | ||
| DB ADVISORS/DWS GLOBAL COMMODITIES-DEUTSHE BANK | P | $113,097 | $113,097 | ||
| DB ADVISORS/DWS GLOBAL COMMODITIES-DEUTSHE BANK | P | -$253,730 | -$253,730 | ||
| FR XII-A ALPHA AIV, LP | P | -$8,275 | -$8,275 | ||
| FR XII-A ALPHA AIV, LP | P | $11,035 | $11,035 | ||
| FR XII-A BRAVO AIV, LP | P | -$58,855 | -$58,855 | ||
| FR XII-A CHARLIE AIV, LP | P | -$1,196 | -$1,196 | ||
| FR XII-A CHARLIE AIV, LP | P | $169,501 | $169,501 | ||
| FR XII-A PARALLEL VEHICLE, LP | P | $1,562 | $1,562 | ||
| FR XII-A PBF AIV, LP | P | $7,844 | $7,844 | ||
| FR XII-A RHINO, LP | P | $2,816 | $2,816 | ||
| FR XII-A RHINO, LP | P | $54,925 | $54,925 | ||
| GMO GAAR | P | $430,002 | $430,002 | ||
| GRANTHAM (GMO) INTERNATIONAL EQUITY | P | $97,839 | $97,839 | ||
| GROSVENOR INSTITUTIONAL PARTNERS, LP | P | -$1,634 | -$1,634 | ||
| INDUSTRY VENTURES FUND VI, LP | P | -$7,407 | -$7,407 | ||
| INDUSTRY VENTURES FUND VI, LP | P | $14,926 | $14,926 | ||
| INDUSTRY VENTURES SECONDARY VII, LP | P | $14,947 | $14,947 | ||
| LOOMIS FIXED INCOME FUND | P | $76,444 | $76,444 | ||
| MACKAY SHIELDS HIGH YIELD ACTIVE CORE FUND LP | P | $5,578 | $5,578 | ||
| MACKAY SHIELDS HIGH YIELD ACTIVE CORE FUND LP | P | $12,035 | $12,035 | ||
| NEWSTONE CAPITAL PARTNERS II, LP | P | $176,983 | $176,983 | ||
| PERMAL PRIVATE EQUITY III | P | $91,227 | $91,227 | ||
| PINNACLE NATURAL RESOURCES, LP | P | -$100,969 | -$100,969 | ||
| PINNACLE NATURAL RESOURCES, LP | P | -$37,489 | -$37,489 | ||
| PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V, LP | P | $2,680 | $2,680 | ||
| PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V, LP | P | $88,913 | $88,913 | ||
| RIVERTSONE | P | $40,064 | $40,064 | ||
| ROBECO PREMIUM EQUITY FUND (RX-52) | P | $1,116,567 | $1,116,567 | ||
| SECONDARY OPPORTUNITIES FUND III LP | P | $543 | $543 | ||
| SECONDARY OPPORTUNITIES FUND III LP | P | $17,099 | $17,099 | ||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III, LP | P | -$461 | -$461 | ||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III, LP | P | $108,868 | $108,868 | ||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND IV, LP | P | $1,336 | $1,336 | ||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND IV, LP | P | $108,902 | $108,902 | ||
| SIGULER GUFF DISTRESSED REAL ESTATE OPPORTUNITIES FUND II LP | P | $1,200 | $1,200 | ||
| SIGULER GUFF DISTRESSED REAL ESTATE OPPORTUNITIES FUND II LP | P | $6,682 | $6,682 | ||
| SILCHESTER INTERNATIONAL INVESTORS | P | $11,097 | $11,097 | ||
| SILCHESTER INTERNATIONAL INVESTORS | P | $1,310,080 | $1,310,080 | ||
| STATE STREET BANK AND TRUST COMPANY | P | $4,324 | $4,324 | ||
| STATE STREET BANK AND TRUST COMPANY | P | $402,160 | $402,160 | ||
| THE EMERGING MARKETS COUNTRY FUND (CITY OF LONDON) | P | $122,839 | $122,839 | ||
| THE EMERGING MARKETS COUNTRY FUND (CITY OF LONDON) | P | $300,213 | $300,213 | ||
| WARBURG PINCUS PRIVATE EQUITY XI, LP | P | -$67 | -$67 | ||
| WARBURG PINCUS PRIVATE EQUITY XI, LP | P | $69,946 | $69,946 | ||
| WELLS (RC-53) | P | -$478,520 | -$478,520 | ||
| MACKAY SHIELDS HIGH YIELD ACTIVE CORE FUND LP | P | $85,315 | $85,315 | $3,183,531 | $3,098,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,305,794 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,522,407 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $243,150,947 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047388 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,948,018 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $233,514,891 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046884 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,369,920 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $217,713,545 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043038 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,748,706 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $188,182,711 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046490 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,027,215 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $179,740,179 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044660 | DistributionYr5Rt |
| Total Distribution | 0.228460 | TotalDistributionRt |
| Average Distribution | 0.045692 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $234,346,668 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,707,768 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $97,693 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,805,461 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,987,715 | 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 | $97,693 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $97,693 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $97,693 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $233,160 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $105,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $338,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $240,467 | OverpaymentAmt |
| Applied To ES Tax | $30,000 | AppliedToESTaxAmt |
| Refund | $210,467 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Website Address | WWW.THEGRHF.ORG | WebsiteAddressTxt |
| Individual With Books | THOMAS WESLEY CFO | IndividualWithBooksNm |
| Phone | 5852581799 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 STATE STREET 100 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN URBAN | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | PRESIDENT & CEO | 40.00 | $304,834 | $31,106 | $0 |
| BRIDGETTE WIEFLING MD | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| ESSIE CALHOUN-MCDAVID | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| WILLIAM G CLARK | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| JEAN G HOWARD-CHERUBIM | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| JAMES H WATTERS | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| CARLOS R ORTIZ MD | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| LOUIS J PAPA MD | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| CHRIS PULLEYN | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| THOMAS S RICHARDS | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| DENNIS M RICHARDSON | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| GEOFFREY ROSENBERGER | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| CONNIE O WALKER | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| THOMAS WESLEY | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | VP & CHIEF FINANCIAL OFFIC | 40.00 | $150,716 | $24,903 | $0 |
| JAMES GOULD | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| BOLGEN VARGAS | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| ERIKA AUGUSTINE | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA ZAPPIA | ||||||||
| 150 STATE STREE SUITE 100 | ROCHESTER | NY | 14614 | CHIEF LEARNING OFFIC | 40.00 | $126,507 | $24,501 | $0 |
| HEIDI BURKE | ||||||||
| 150 STATE STREE SUITE 100 | ROCHESTER | NY | 14614 | SENIOR PROGRAM OFFIC | 40.00 | $108,914 | $24,668 | $0 |
| SHARON LEGETTE-SOBERS | ||||||||
| 150 STATE STREE SUITE 100 | ROCHESTER | NY | 14614 | SENIOR PROGRAM OFFIC | 40.00 | $105,057 | $24,078 | $0 |
| JENNIFER BAKER | ||||||||
| 150 STATE STREE SUITE 100 | ROCHESTER | NY | 14614 | IT MANAGER | 40.00 | $62,173 | $17,960 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TIPPING POINT MEDIA | |||||
| 1349 UNIVERSITY AVENUE 1 | ROCHESTER | NY | 14607 | CONSULTING | $261,399 |
| NEPC LLC | |||||
| BOX 4110 | WOBURN | MA | 018884110 | CONSULTING | $233,088 |
| TIPPING POINT PUBLIC RELATIONS | |||||
| 1349 UNIVERSITY AVENUE 1 | ROCHESTER | NY | 14607 | CONSULTING | $180,571 |
| DIANE LARTER | |||||
| 450 WELLINGTON AVENUE | REDONDO BEACH | NY | 14619 | CONSULTING | $105,378 |
| EVALUATION AND RESEARCH SERVICES | |||||
| 295 STUYVESANT DRIVE | HONEOYE FALLS | CA | 94960 | CONSULTING | $86,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $235,597,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,318,053 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $237,915,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $237,915,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,568,731 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $234,346,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,717,333 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,717,333 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $97,693 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97,693 | TotalTaxAmt |
| Distributable Before Adj | $11,619,640 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,619,640 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,619,640 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,974,062 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $13,653 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $11,987,715 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $97,693 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,890,022 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,619,640 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,097,915 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,987,715 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,097,915 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $889,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,729,840 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GREATER ROCHESTER HEALTH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 STATE STREET SUITE 100 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5852581799 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION FORM, PROPOSAL, PROJECT BUDGET, ORGANIZATION OPERATING BUDGET, BOARD OF DIRECTORS LISTING, MOST RECENT FINANCIAL STATEMENT, COPY OF IRS (C) (3) DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABC FOUNDATION INC | ||||||||
| 550 E MAIN STREET | ROCHESTER | NY | 14604 | UNRELATED | PC | OTHER GRANT INITIATIVES | $2,500 | |
| ACTION FOR A BETTER COMMUNITY | ||||||||
| 550 E MAIN STREET | ROCHESTER | NY | 14607 | UNRELATED | PC | HEALTHY WEIGHT- COMMUNITY | $146,838 | |
| ADAPTED RECREATION SERVICES INC | ||||||||
| 94 MATTHEW DR | FAIRPORT | NY | 14450 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $3,740 | |
| AGTY CONSULTING | ||||||||
| 16 ALVIN PLACE | ROCHESTER | NY | 14607 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $1,750 | |
| AKWAABA THE HERITAGE ASSOCIATES INC | ||||||||
| 181 ROYLESTON ROAD | ROCHESTER | NY | 14609 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $10,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1120 S GOODMAN ST | ROCHESTER | NY | 14620 | UNRELATED | PC | OTHER GRANT INITIATIVES | $125 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTIO | ||||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | UNRELATED | PC | OTHER GRANT INITIATIVES | $500 | |
| ANTHONY L JORDAN FOUNDATION INC | ||||||||
| 82 HOLLAND STREET | ROCHESTER | NY | 14605 | UNRELATED | PC | OTHER GRANT INITIATIVES | $137,808 | |
| ARC OF YATES | ||||||||
| 235 NORTH AVE | PENN YAN | NY | 14527 | UNRELATED | PC | OTHER GRANT INITIATIVES | $50,000 | |
| ASBURY DINING AND CARING CENTER | ||||||||
| 1050 EAST AVE | ROCHESTER | NY | 14607 | UNRELATED | NC | OTHER GRANT INITIATIVES | $2,500 | |
| BORINQUEN DANCE THEATRE INC | ||||||||
| 50 PLYMOUTH AVE N | ROCHESTER | NY | 14614 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $6,500 | |
| BOYS AND GIRLS CLUBS OF ROCHESTER | ||||||||
| 500 GENESEE ST | ROCHESTER | NY | 14611 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $15,945 | |
| CAMERON COMMUNITY MINISTRIES | ||||||||
| 48 CAMERON ST | ROCHESTER | NY | 14606 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $7,200 | |
| CAYUGASENECA COMMUNITY ACTION AGENCYINC | ||||||||
| 89 YORK ST 1 | AUBURN | NY | 13021 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $5,878 | |
| CHILDREN'S INSTITUTE | ||||||||
| 247 GOODMAN ST N | ROCHESTER | NY | 14607 | UNRELATED | PC | OTHER GRANT INITIATIVES | $239,566 | |
| CONKEY CRUISERS CO GROUP 14621 | ||||||||
| 1171 NORTH CLINTON AVENUE | ROCHESTER | NY | 14621 | UNRELATED | PC | OTHER GRANT INITIATIVES | $40,000 | |
| CORNELL COOPERATIVE EXTENSION OF WAYNECTY | ||||||||
| 1581 NY-88 | NEWARK | NY | 14513 | UNRELATED | PC | NEIGHBORHOOD HEALTH- PHASE III | $185,894 | |
| CURE CHILDHOOD CANCER ASSOCIATION | ||||||||
| 200 WESTFALL ROAD | ROCHESTER | NY | 14620 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $12,844 | |
| DAYSTAR FOR MEDICALLY FRAGILE CHILDREN | ||||||||
| 700 LAC DE VILLE BLVD | ROCHESTER | NY | 14616 | UNRELATED | PC | OTHER GRANT INITIATIVES | $50,000 | |
| DR CHARLES T LUNSFORD SCHOOL NO 19 | ||||||||
| 465 SWEARD ST | ROCHESTER | NY | 14608 | UNRELATED | PC | HEALTHY WEIGHT- SCHOOLS | $490 | |
| E3 ROCHESTER INC | ||||||||
| 105 VANGUARD PARKWAY | ROCHESTER | NY | 14606 | UNRELATED | PC | OTHER GRANT INITIATIVES | $50,000 | |
| ENCOMPASS RESOURCES FOR LEARNING | ||||||||
| 16 LAKE VIEW PARK | ROCHESTER | NY | 14613 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $11,980 | |
| EUGENIO MARIA DE HOSTOS CHARTER SCHOOL | ||||||||
| 938 CLIFFORD AVE | ROCHESTER | NY | 14621 | UNRELATED | PC | HEALTHY WEIGHT- SCHOOLS | $113,474 | |
| F F THOMPSON FOUNDATION INC | ||||||||
| 350 PARRISH ST | CANANDAIGUA | NY | 14424 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $35,000 | |
| FAMILY RESTORATION PROJECT INC | ||||||||
| 360 WELLINGTON AVE | ROCHESTER | NY | 14619 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $15,000 | |
| FINGER LAKES HEALTH SYSTEMS AGENCY | ||||||||
| 1150 UNIVERSITY AVE 30 | ROCHESTER | NY | 14607 | UNRELATED | PC | HEALTHY WEIGHT- COMMUNITY | $281,922 | |
| FOCUS ON THE CHILDREN | ||||||||
| 3067 MAIN ST | CALDEONIA | NY | 14423 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $10,000 | |
| FOODLINK INC | ||||||||
| 1999 MT READ BLVD | ROCHESTER | NY | 14615 | UNRELATED | PC | HEALTHY WEIGHT INITIATIVE | $80,000 | |
| FRIENDS & FDTN OF THE ROCH PUBLIC LIB | ||||||||
| 115 SOUTH AVE | ROCHESTER | NY | 14604 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $19,250 | |
| FRIENDS OF GANONDAGAN | ||||||||
| 1488 NY-444 | VICTOR | NY | 14564 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $10,418 | |
| FRIENDS OF THE ROCHESTER PUBLIC MARKET | ||||||||
| 280 N UNION STREET | ROCHESTER | NY | 14609 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $30,370 | |
| GARTH FAGAN DANCE INC | ||||||||
| 50 CHESTNUT ST | ROCHESTER | NY | 14604 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $25,000 | |
| GAY ALLIANCE OF THE GENESEE VALLEY INC | ||||||||
| 100 COLLEGE AVENUE 100 | ROCHESTER | NY | 14607 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $6,240 | |
| GENERATION TWO CREATING INTERGENERATIONAL | ||||||||
| 120 ALLENS CREEK ROAD | ROCHESTER | NY | 14618 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $12,670 | |
| GENESEE REGION HOME CARE ASSOCIATION INC | ||||||||
| 3111 SOUTH WINTON ROAD | ROCHESTER | NY | 14623 | UNRELATED | PC | CLINICAL SERVICES | $252,500 | |
| GILDA'S CLUB ROCHESTER | ||||||||
| 255 ALEXANDER STREET | ROCHESTER | NY | 14607 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $11,465 | |
| GREATER ROCHESTER REGIONAL HEALTH INFORMA | ||||||||
| 100 KINGS HIGHWAY S | ROCHESTER | NY | 14617 | UNRELATED | PC | OTHER GRANT INITIATIVES | $220,889 | |
| GREATER ROCHESTER SUMMER LEARNING ASSOC | ||||||||
| 274 N GOODMAN ST SUITE D103 | ROCHESTER | NY | 14607 | UNRELATED | PC | HEALTHY WEIGHT- COMMUNITY | $7,500 | |
| HEALTH VANTICS LLC | ||||||||
| PO BOX 23593 | ROCHESTER | NY | 14692 | UNRELATED | PC | OTHER GRANT INITIATIVES | $195,275 | |
| HOLY CROSS SCHOOL | ||||||||
| 4488 LAKE AVE | ROCHESTER | NY | 14612 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $5,368 | |
| HOME MEAL SERVICE INC | ||||||||
| 1519 NYE ROAD SUITE 400 | LYONS | NY | 14489 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $3,000 | |
| HORIZONS AT WARNER | ||||||||
| 500 JOSEPH C WILSON BLVD LECHASE | ROCHESTER | NY | 14627 | UNRELATED | PC | OTHER GRANT INITIATIVES | $4,172 | HALL BOX 270425 |
| HUTHER DOYLE MEMORIAL INSTITUE | ||||||||
| 360 EAST AVE | ROCHESTER | NY | 14604 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $19,249 | |
| IBERO-AMERICAN ACTION LEAGUE INC | ||||||||
| 817 E MAIN STREET | ROCHESTER | NY | 14605 | UNRELATED | PC | COMMUNITY HEALTH GRANT, OTHER GRANT INITIATIVES | $319,972 | |
| IBERO-AMERICAN DEVELOPMENT CORPORATION | ||||||||
| 954 CLIFFORD AVE | ROCHESTER | NY | 14621 | UNRELATED | PC | NEIGHBORHOOD HEALTH- PHASE IV | $215,774 | |
| IN CHRIST NEW HOPE MINISTRY INC | ||||||||
| 155 PINNACLE ROAD | ROCHESTER | NY | 14623 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $20,213 | |
| IRONDEQUOIT UNITED CHURCH OF CHRIST | ||||||||
| 644 TITUS AVE | ROCHESTER | NY | 14617 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $9,927 | |
| JDRF | ||||||||
| 1200 SCOTTSVILLE ROAD | ROCHESTER | NY | 14624 | UNRELATED | PC | OTHER GRANT INITIATIVES | $250 | |
| JEFFERSON AVE CHILDHOOD DEVELOPMENT CTR | ||||||||
| 793 JEFFERSON AVE | ROCHESTER | NY | 14611 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $9,200 | |
| JEWISH SENIOR LIFE FOUNDATION | ||||||||
| 2021 S WINTON ROAD | ROCHESTER | NY | 14618 | UNRELATED | PC | CLINICAL SERVICES | $165,200 | |
| JOURNEY HOME INC | ||||||||
| 994 LONG POND ROAD | ROCHESTER | NY | 14626 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $15,825 | |
| LIFESPAN OF GREATER ROCHESTER | ||||||||
| 1900 S CLINTON AVE | ROCHESTER | NY | 14618 | UNRELATED | PC | OTHER GRANT INITIATIVES | $203,072 | |
| LIVINGSTON COUNTY EMERGENCY MEDICAL SERVI | ||||||||
| 3360 GYPSY LANE | MT MORRIS | NY | 14510 | UNRELATED | PC | CLINICAL SERVICES | $180,982 | |
| MARY CARIOLA CHILDREN'S CENTER | ||||||||
| 100 ELMWOOD AVE 100 | ROCHESTER | NY | 14620 | UNRELATED | PC | OTHER GRANT INITIATIVES | $50,000 | |
| MEDICAL MOTOR SERVICE OF ROCHESTER | ||||||||
| 608 S CLINTON AVE | ROCHESTER | NY | 14620 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $50,000 | |
| MEDICAL SOCIETY OF THE COUNTY OF MONROE | ||||||||
| 132 ALLENS CREEK ROAD | ROCHESTER | NY | 14618 | UNRELATED | PC | OTHER GRANT INITIATIVES | $100,000 | |
| MELISSA'S LIVING LEGACY FOUNDATION | ||||||||
| 1000 ELMWOOD AVE | ROCHESTER | NY | 14620 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $4,935 | |
| MENTAL HEALTH ASSOC IN GENESEEORLEANS CO | ||||||||
| 25 LIBERTY ST 1 | BATAVIA | NY | 14020 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $5,034 | |
| MENTAL HEALTH ASSOCIATION OF ROCHESTER | ||||||||
| 320 GOODMAN ST N 202 | ROCHESTER | NY | 14607 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $26,000 | |
| MERCY COMMUNITY SERVICES | ||||||||
| 142 WEBSTER AVE | ROCHESTER | NY | 14609 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $26,648 | |
| MONROE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1000 E HENRIETTA ROAD | ROCHESTER | NY | 14623 | UNRELATED | PC | HEALTHY WEIGHT- SCHOOLS, OTHER GRANT INITIATIVES | $62,475 | |
| MT CARMEL HOUSE | ||||||||
| 288 FRISBEE HILL ROAD | HILTON | NY | 14468 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $22,667 | |
| NATIVITY PREPATORY ACADEMY | ||||||||
| 15 WHALIN STREET | ROCHESTER | NY | 14620 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,000 | |
| NEW BORN FELLOWSHIP | ||||||||
| 1550 N CLINTON AVE | ROCHESTER | NY | 14621 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $17,970 | |
| NEW LIFE MINISTRIES INC | ||||||||
| 330 WELLINGTON AVE | ROCHESTER | NY | 14619 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $15,420 | |
| NORTH EAST AREA DEVELOPMENT INC | ||||||||
| 360 WEBSTER AVENUE | ROCHESTER | NY | 14609 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $15,400 | |
| PENFIELD HIGH SCHOOL'S LIFE SKILLS & POST | ||||||||
| 25 HIGH SCHOOL DRIVE | PENFIELD | NY | 14526 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $6,000 | |
| PITTSFORD YOUTH SERVICES INC | ||||||||
| 35 LINCOLN AVE | PITTSFORD | NY | 14534 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $2,600 | |
| PLUTA CANCER CENTER FOUNDATION | ||||||||
| 125 RED CREEK DR 101 | ROCHESTER | NY | 14623 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,625 | |
| RENAISSANCE ACADEMY CHARTER SCHOOL | ||||||||
| 299 KIRK ROAD | ROCHESTER | NY | 14612 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $21,125 | |
| RHYTHM SOCIETY | ||||||||
| 758 SOUTH AVE | ROCHESTER | NY | 14620 | UNRELATED | PC | HEALTHY WEIGHT- COMMUNITY | $7,653 | |
| RIVER FLOW SOCCER CLUB | ||||||||
| PO BOX 10061 | ROCHESTER | NY | 14610 | UNRELATED | PC | HEALTHY WEIGHT- COMMUNITY | $8,654 | |
| ROCHESTER CHILDFIRST NETWORK | ||||||||
| 941 SOUTH AVE | ROCHESTER | NY | 14620 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $8,727 | |
| ROCHESTER CITY SCHOOL DISTRICT | ||||||||
| 131 W BROAD STREET | ROCHESTER | NY | 14614 | UNRELATED | PC | HEALTHY WEIGHT- SCHOOLS | $877,042 | |
| ROCHESTER GENERAL HOSPITAL FOUNDATION | ||||||||
| 100 KINGS HWY S 2300 | ROCHESTER | NY | 14617 | UNRELATED | PC | OTHER GRANT INITIATIVES | $10,000 | |
| ROCHESTER HISPANIC YOUTH BASEBALL LEAGUE | ||||||||
| 1550 NORTH CLINTON AVE | ROCHESTER | NY | 14621 | UNRELATED | PC | OTHER GRANT INITIATIVES | $500 | |
| ROCHESTER INSTITIUE OF TECHNOLOGY | ||||||||
| 1 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | UNRELATED | PC | OTHER GRANT INITIATIVES | $10,000 | |
| ROCHESTER REGIONAL HEALTH SYSTEM | ||||||||
| 100 KINGS HWY S | ROCHESTER | NY | 14617 | UNRELATED | PC | OTHER GRANT INITIATIVES | $95,642 | |
| ROCHESTER ZEN CENTER | ||||||||
| 7 ARNOLD PARK | ROCHESTER | NY | 14607 | UNRELATED | PC | OTHER GRANT INITIATIVES | $10,000 | |
| RUSH-HENRIETTA SCHOOL-AGE CHILD CARE | ||||||||
| 2034 LEHIGH STATION ROAD | HENRIETTA | NY | 14467 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $6,050 | |
| S2AY RURAL HEALTH NETWORK | ||||||||
| PO BOX 97 | CORNING | NY | 14830 | UNRELATED | PC | NEIGHBORHOOD HEALTH- PHASE II & IV | $272,000 | |
| SAVANNAH CHAMBER OF COMMERCE | ||||||||
| PO BOX 66 | SAVANNAH | NY | 14502 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $15,000 | |
| SCHOOL 12 PTA | ||||||||
| 999 SOUTH AVENUE | ROCHESTER | NY | 14620 | UNRELATED | PC | HEALTHY WEIGHT- SCHOOLS | $740 | |
| SETON CATHOLIC SCHOOL | ||||||||
| 165 RHINECLIFF DRIVE | ROCHESTER | NY | 14618 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $10,990 | |
| SPIRITUS CHRISTI PRISON OUTREACH | ||||||||
| 934 CULVER ROAD | ROCHESTER | NY | 14609 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $2,800 | |
| ST JOHN'S SENIOR SERVICES | ||||||||
| 150 HIGHLAND AVE | ROCHESTER | NY | 14620 | UNRELATED | PC | CLINICAL SERVICES | $130,975 | |
| ST JOSEPH'S NEIGHBORHOOD CENTER | ||||||||
| 417 SOUTH AVE | ROCHESTER | NY | 14620 | UNRELATED | PC | OTHER GRANT INITIATIVES | $120,498 | |
| ST PETER'S EPISCOPAL CHURCH | ||||||||
| 3825 E HENRIETTA ROAD | HENRIETTA | NY | 14467 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $14,470 | |
| THE AMERICAN LEGION POST #889 RAYSON MILL | ||||||||
| 933 UNIVERSITY AVE | ROCHESTER | NY | 14607 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $8,000 | |
| TOWN OF LODI | ||||||||
| 7150 N MAIN ST PO BOX 902 | OVID | NY | 14521 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $14,915 | |
| TRILLIUM HEALTH | ||||||||
| 259 MONROE AVENUE | ROCHESTER | NY | 14607 | UNRELATED | PC | OTHER GRANT INITIATIVES | $130,000 | |
| UNITED WAY OF GREATER ROCHESTER | ||||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | UNRELATED | PC | OTHER GRANT INITIATIVES | $57,500 | |
| UNITY HOSPITAL OF ROCHESTER | ||||||||
| 1555 LONG OND ROAD | ROCHESTER | NY | 14626 | UNRELATED | PC | OTHER GRANT INITIATIVES | $125,895 | |
| UNIVERSITY OF ROCHESTER | ||||||||
| 300 EAST RIVER ROAD PO BOX 270032 | ROCHESTER | NY | 14627 | UNRELATED | PC | COMMUNITY HEALTH GRANT, CLINICAL SERVICES, OTHER GRANT INITIATIVES | $1,512,669 | |
| URBAN LEAGUE OF ROCHESTER NY INC | ||||||||
| 265 N CLINTON AVENUE | ROCHESTER | NY | 14605 | UNRELATED | PC | OTHER GRANT INITIATIVES | $25,000 | |
| URMC CENTER FOR COMMUNITY HEALTH | ||||||||
| 46 PRINCE STREET SUITE 1001 | ROCHESTER | NY | 14607 | UNRELATED | PC | OTHER GRANT INITIATIVES | $29,433 | |
| VOLUNTEER LEGAL SERVICES PROJECT OF MONRO | ||||||||
| 1 W MAIN STREET 500 | ROCHESTER | NY | 14614 | UNRELATED | PC | COMMUNITY HEALTH GRANT | $10,000 | |
| WILLOW DOMESTIC VIOLENCE CENTER | ||||||||
| PO BOX 39601 | ROCHESTER | NY | 146049601 | UNRELATED | PC | OTHER GRANT INITIATIVES | $50,000 | |
| YMCA OF GREATER ROCHESTER | ||||||||
| 444 E MAIN STREET | ROCHESTER | NY | 14604 | UNRELATED | PC | HEALTHY WEIGHT- SCHOOLS , OTHER GRANT INITIATIVES | $169,340 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,652,627 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,601,191 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,220,479 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF UNUSED GRANTS | Desc |
| Related Or Exempt Function Incm | $14,038 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,821,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,038 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,835,708 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | TO IMPROVE THE HEALTH OF RESIDENTS OF THE ROCHESTER AREA | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $31,325 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,325 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY MUTUAL FUNDS | StockNm |
| EOY Book Value | $125,616,625 | EOYBookValueAmt |
| EOYFMV | $125,616,625 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $96,187,817 | BookValueAmt |
| EOYFMV | $96,187,817 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,683 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,683 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $11,523,985 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $28,270 | $0 | $28,270 |
| REPAIRS & MAINTENANCE | $11,717 | $0 | $11,717 |
| INSURANCE | $24,935 | $0 | $24,935 |
| TELEPHONE | $21,104 | $0 | $21,104 |
| POSTAGE & DELIVERY | $5,458 | $0 | $5,458 |
| FORMS & SUPPLIES | $25,408 | $0 | $25,408 |
| INVESTMENT FEES | $2,960,926 | $2,786,456 | $0 |
| PROGRAM EXPENSES | $2,868,316 | $0 | $2,868,316 |
| TEMPORARY HELP | $99 | $0 | $99 |
| EQUIPMENT RENTAL | $5,403 | $0 | $5,403 |
| LICENSE FEES | $12,268 | $0 | $12,268 |
| OTHER ACCRUAL TO CASH ADJUSTMENT | $0 | $0 | $53,524 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF UNUSED GRANTS | Desc |
| Revenue And Expenses Per Books | $14,038 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $14,038 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CURRENT LIABILITIES | Desc |
| BOY Book Value | $77,149 | BOYBookValueAmt |
| EOY Book Value | $30,395 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & OUTSIDE SERVICES | CategoryTxt |
| Amt | $200,428 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200,428 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $41,966 | $0 | $24,191 |
| FOREIGN TAXES PAID | $0 | $21,173 | $0 |
| EXCISE TAXES | $98,000 | $0 | $0 |