WILLIAM & SHEILA KONAR FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM & SHEILA KONAR FOUNDATION (EIN 22-2434846)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-15
- IRS object ID
- 201601979349100210
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-15T11:45:09-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWELL TAX & CONSULTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Northwood Drive | AddressLine1Txt |
| City | Fairport | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222434846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM & SHEILA KONAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MAUREEN COLLINS | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5853344110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 THRUWAY PARK DRIVE | AddressLine1Txt |
| City | W HENRIETTA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14586 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD KONAR | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 5853344110 | PhoneNum |
| Signature | 2016-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia Jewell | PreparerPersonNm |
| PTIN | P01234019 | PTIN |
| Phone | 5854258554 | PhoneNum |
| Preparation | 2016-07-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,713,943 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,898 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,469 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $208,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $208,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $383,922 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,396,976 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,467,056 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $744 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $744 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $596,989 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,677,694 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $304 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $304 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,487 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,237 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $63,466 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,466 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $94,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,046,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,046,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,140,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,046,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$543,643 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,583,812 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $302,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $294,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $294,702 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $300,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $300,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $300,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,630,595 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,139,622 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,116,024 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $48,331 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,217 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,217 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,281,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,737,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,713,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,281,184 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,737,541 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,281,184 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,737,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,281,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,737,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,281,184 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$543,643 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,737,541 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,737,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY - ST COVERED | P | $995,181 | $1,024,784 | -$29,603 | -$29,603 |
| MORGAN STANLEY - ST NON-COVERED | P | $1,910,481 | $32,245 | $1,878,236 | $1,878,236 |
| MORGAN STANLEY - LT COVERED | P | $795,480 | $786,005 | $9,475 | $9,475 |
| MORGAN STANLEY - LT NON-COVERED | P | $695,834 | $79,706 | $616,128 | $616,128 |
| MORGAN STANLEY - LT NON-COVERED | P | $37,073 | -$37,073 | -$37,073 | |
| CAPITAL GAIN DIVIDENDS | P | $29,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,467,056 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $976,696 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,354,808 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.132797 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $412,401 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,034,098 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068345 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $407,722 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,921,783 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068851 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $395,169 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,156,989 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064182 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $398,468 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,055,590 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065802 | DistributionYr5Rt |
| Total Distribution | 0.399977 | TotalDistributionRt |
| Average Distribution | 0.079995 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,248,199 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $739,810 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,838 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $765,648 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,046,500 | 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 | $25,838 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,838 | SubtotalAmt |
| Tax Based On Investment Income | $25,838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $30,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,962 | OverpaymentAmt |
| Applied To ES Tax | $4,962 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAUREEN COLLINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5853344110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 THRUWAY PARK DRIVE | AddressLine1Txt |
| City | W HENRIETTA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14586 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SHEILA KONAR | ||||||
| 75 THRUWAY PARK DRIVE | W HENRIETTA | NY | 14586 | 0 | 0 | $0 |
| HOWARD KONAR | ||||||
| 75 THRUWAY PARK DRIVE | W HENRIETTA | NY | 14586 | 0 | 0 | $0 |
| RACHAEL GUTTENBERG | ||||||
| 75 Thruway Park Drive | W HENRIETTA | NY | 14586 | 0 | 0 | $0 |
| DONALD NOWILL | ||||||
| 41 Taylor Crossway | Brookline | MA | 02146 | 0 | 0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,671,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $717,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,389,035 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,389,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,836 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,248,199 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $462,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $462,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,838 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,838 | TotalTaxAmt |
| Distributable Before Adj | $436,572 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $436,572 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $436,572 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,046,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,046,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $25,838 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,020,662 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $436,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $98,552 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $91,672 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $113,789 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $115,751 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $630,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,050,128 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,046,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $436,572 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $609,928 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,660,056 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $98,552 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,561,504 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $91,672 | ExcessFromYear4Amt |
| Excess From Year3 | $113,789 | ExcessFromYear3Amt |
| Excess From Year2 | $115,751 | ExcessFromYear2Amt |
| Excess From Year1 | $630,364 | ExcessFromYear1Amt |
| Excess From Current Year | $609,928 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM SHELIA KONAR 75 THRUWAY | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mr Howard Konar | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 THRUWAY PARK DRIVE | AddressLine1Txt |
| City | W Henrietta | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14586 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5853344110 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST IN WRITING WITH A DESCRIPTION AND PURPOSE OF THE SPECIFIC PROGRAM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOC BEN GURION | ||||||||
| 1430 Broadway 8th Floor | New York | NY | 100183308 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,000 | |
| MONROE COMMUNITY COLLEGE | ||||||||
| Damon City Campus | Rochester | NY | 14604 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 | 228 East Main Street |
| NORMAN HOWARD SCHOOL | ||||||||
| 275 Pinnacle Road | Rochester | NY | 14623 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,000 | |
| SIMON WEISENTHAL CENTER | ||||||||
| 1399 South Roxbury Drive | Los Angeles | CA | 90035 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,000 | |
| WEIZMANN INSTITUTE OF SCIENCE | ||||||||
| 633 Third Avenue | New York | NY | 10017 | NONE | 501(C)(3) | CHARITABLE DONATION | $2,000 | |
| CANCER WELLNESS | ||||||||
| 240 Kilbourn Road | Rochester | NY | 14618 | NONE - 501 (c)(3) | 501(C)(3) | CHARITABLE DONATION | $1,500 | |
| JCC (Rochester Survivors Holocaust Memorial) | ||||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 | |
| MAYO CLINIC FOUNDATION | ||||||||
| 2200 First Street SW | Rochester | MN | 559050001 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,000 | |
| ROCHESTER GENERAL HOSPITAL FOUNDATION | ||||||||
| 100 Kings Highway South Suite 2300 | Rochester | NY | 14617 | NONE | 501(C)(3) | CHARITABLE DONATION | $20,000 | |
| ST JOHN'S HOME FOUNDATION | ||||||||
| 150 Highland Avenue | Rochester | NY | 14620 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,000 | |
| ST JUDES CHILDREN RESEARCH | ||||||||
| 501 St Jude Place | Memphis | TN | 381051942 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,000 | |
| CHABAD LUBAVITCH | ||||||||
| 1037 Winton Road South | Rochester | NY | 14618 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 | |
| CHARLES MARKUS SOCIETY | ||||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | 501(C)(3) | CHARITABLE DONATIONS | $1,000 | |
| GARTH FAGAN DANCE | ||||||||
| 50 Chestnut Street | Rochester | NY | 14604 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,000 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | 501(C)(3) | CHARITABLE DONATION | $100,000 | |
| JEWISH COMMUNITY CENTER (JEWISH FILM FESTIVAL) | ||||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | 501(C)(3) | CHARITABLE DONATION | $25,000 | |
| JEWISH COMMUNITY FEDERATION | ||||||||
| 441 East Avenue | Rochester | NY | 14607 | NONE | 501(C)(3) | CHARITABLE DONATION | $225,000 | |
| JEWISH FAMILY SERVICE | ||||||||
| 441 East Avenue | Rochester | NY | 14607 | NONE | 501(C)(3) | CHARITABLE DONATION | $2,500 | |
| LIFESPAN | ||||||||
| 1900 South Clinton Avenue | Rochester | NY | 14618 | NONE | 501(C)(3) | CHARITABLE DONATION | $20,000 | |
| THE LITTLE THEATRE | ||||||||
| 240 East Avenue | Rochester | NY | 14604 | NONE | 501(C)(3) | CHARITABLE DONATION | $2,500 | |
| MEMORIAL ART GALLERY | ||||||||
| 500 University Avenue | Rochester | NY | 146071484 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,000 | |
| QUAD A FOR KIDS | ||||||||
| 500 East Avenue | Rochester | NY | 14607 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,000 | |
| RMSC | ||||||||
| 657 East Avenue | Rochester | NY | 146072177 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,000 | |
| RPO | ||||||||
| 108 East Avenue | Rochester | NY | 14604 | NONE | 501(C)(3) | CHARITABLE DONATION | $3,500 | |
| TEMPLE BETH EL FOUNDATION | ||||||||
| 139 Winton Road South | Rochester | NY | 146102997 | NONE | 501(C)(3) | CHARITABLE DONATION | $100,000 | |
| UNITED WAY | ||||||||
| 75 College Avenue | Rochester | NY | 146071009 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 | |
| WXXI | ||||||||
| 280 State Street | Rochester | NY | 146033021 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,000 | PO Box 30021 |
| EDUCATION ENTERPRISE OF NEW YORK | ||||||||
| 275 Pinnacle Road | Rochester | NY | 14623 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 | |
| US HOLOCAUST MUSEUM | ||||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 200242126 | NONE | 501(C)(3) | CHARITABLE DONATION | $300,000 | |
| BREAST CANCER COALITION OF ROCHESTER | ||||||||
| 840 University Avenue | Rochester | NY | 14607 | NONE - 501(c)(3) | 501(c)(3) | CHARITABLE DONATION | $1,000 | |
| WATER FOR SUDAN | ||||||||
| PO Box 25551 | Rochester | NY | 14625 | NONE | 501(c)(3) | CHARITABLE DONATION | $2,500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 6725 Lyons St PO Box 7 | East Syracuse | NY | 130579972 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 | |
| GEORGE EASTMAN HOUSE | ||||||||
| 900 East Avenue | Rochester | NY | 146072298 | NONE | 501(C)(3) | CHARITABLE DONATION | $2,500 | |
| SISTERS OF ST JOSEPH | ||||||||
| 150 French Road | Rochester | NY | 146183822 | NONE | 501(C)(3) | CHARITABLE DONATION | $3,500 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 435 East Henrietta Road | Rochester | NY | 14602 | NONE - 501(c)(3) | CHARITABLE DONATION | $1,500 | ||
| AL SIGL CENTER | ||||||||
| 1000 Elmwood Avenue Suite 300 | Rochester | NY | 146203098 | NONE - 501(c)(3) | CHARITABLE DONATION | $2,000 | ||
| TOURETTE SYNDROME ASSOCIATION | ||||||||
| 42-40 Bell Blvd Suite 205 | Bayside | NY | 113612820 | NONE - 501(c)(3) | CHARITABLE DONATION | $2,500 | ||
| DANA FARBER CANCER INSTITUTE | ||||||||
| 10 Brookline Place West | Brookline | MA | 02445 | NONE - 501(c)(3) | CHARITABLE DONATION | $10,000 | 6th Floor | |
| JEWISH SENIOR LIFE | ||||||||
| 2021 Winton Road South | Rochester | NY | 14618 | NONE - 501(c)(3) | CHARITABLE DONATION | $100,000 | ||
| WARNER SCHOOL OF EDUCATION | ||||||||
| 322A LECHASE HALL | ROCHESTER | NY | 14627 | NONE - 501(c)(3) | CHARITABLE DONATION | $60,000 | PO BOX 270425 | |
| American Friends of Hebrew University | ||||||||
| One Battery Park Place | New York | NY | 10004 | None - 501(c)(3) | Charitable Donation | $2,000 | 25th Floor | |
| East House | ||||||||
| 259 Monroe Ave Suite 200 | Rochester | NY | 14607 | None - 501(c)(3) | Charitable Donation | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,046,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,898 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208,425 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $383,922 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $744 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $596,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $596,989 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990PF PREPARATION/CONSTULTING | CategoryTxt |
| Amt | $7,875 | Amt |
| Net Investment Income | $7,875 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ISRAEL BONDS | BondNm |
| EOY Book Value | $300,000 | EOYBookValueAmt |
| EOYFMV | $300,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY SECURITIES | CategoryOrItemTxt |
| Book Value | $8,139,622 | BookValueAmt |
| EOYFMV | $8,116,024 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS/INTEREST RECEIVABLE | Desc |
| BOY Book Value | $48,331 | BOYBookValueAmt |
| EOY Book Value | $3,217 | EOYBookValueAmt |
| EOYFMV | $3,217 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS EXPENSE | $249 | $249 |
| INVESTMENT MANAGEMENT FEE | $45,201 | $45,201 |
| MANAGEMENT FEE | $18,000 | $18,000 |
| MAIL/COURIER SERVICE | $16 | $16 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $744 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $744 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,761 | $3,761 |
| STATE TAXES | $250 | |
| FEDERAL EXCISE TAX | $18,476 | $18,476 |