2015-08-17T12:14:22-05:00 2014-12-31 JEWELL TAX & ACCOUNTING LLC 6 Northwood Drive Fairport NY 14450 990PF 2014-01-01 222434846 WILLIAM & SHEILA KONAR FOUNDATION % MAUREEN COLLINS WILL 5853344110 75 THRUWAY PARK DRIVE Suite W HENRIETTA NY 14586 Howard Konar Director 5853344110 2015-08-07 true Cynthia Jewell P01234019 5854258554 2015-08-07 X 2014 2016-03-07 17:11:31Z X 9809489 X 3017688 6715 6715 208213 208213 478632 4165332 923349 138 138 3711386 1138415 7500 7500 0 0 3585 3335 57208 57208 68293 68043 0 0 987400 987400 1055693 68043 0 987400 2655693 1070372 513037 302258 302258 300000 300000 300000 5788934 8630595 9158899 23521 48332 48332 6625492 9281185 9809489 0 X 6625492 9281185 6625492 9281185 6625492 9281185 6625492 2655693 9281185 9281185 MORGAN STANLEY #143165 - CVS HEALTH CORP - 1110 SHARES D 2013-12-18 2014-11-25 100123 30 100093 100093 MORGAN STANLEY #143165 - PRUDENTIAL - 18,176.472 SHARES P 2014-11-25 173585 179997 -6412 -6412 MORGAN STANLEY #143165 - CVS HEALTH CORP - 5379 SHARES D 2014-03-25 405998 145 405853 405853 MORGAN STANLEY - VARIOUS ACCOUNTS - ST GAIN 1443345 1428438 14907 14907 MORGAN STANLEY - VARIOUS ACCOUNTS - LT GAIN 2042280 1662483 379797 379797 CAPITAL GAIN DIVIDENDS P 29111 923349 false 412544 6034098 0.068369 407722 5921783 0.068851 395169 6156989 0.064182 398468 6055590 0.065802 398327 5530601 0.072022 0.339226 0.067845 7354808 498987 10704 509691 987400 X 10704 10704 10704 3028 3028 7676 false false false false false false false true true NY true false true false false true N/A MAUREEN COLLINS 5853344110 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 false false false false false false false false false false false false false false false false false false false false false WILLIAM KONAR 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 0 0 0 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 NONE NONE 6983596 483214 0 7466810 0 7466810 112002 7354808 367740 367740 10704 10704 357036 357036 357036 987400 0 0 0 0 987400 10704 976696 357036 0 2012 2011 2010 0 123107 98552 91672 113789 115751 542871 987400 0 357036 630364 1173235 0 0 0 0 123107 1050128 98552 91672 113789 115751 630364 WILLIAM SHELIA KONAR 75 THRUWAY NA Mr William Konar 75 THRUWAY PARK DRIVE W Henrietta NY 14586 5853344110 REQUEST IN WRITING WITH A DESCRIPTION AND PURPOSE OF THE SPECIFIC PROGRAM. NONE NONE AMERICAN ASSOC BEN GURION 1430 Broadway 8th Floor New York NY 100183308 NONE 501(C)(3) CHARITABLE DONATION 1000 AMERICAN FRIENDS HEBREW UNIVERSITY One Battery Park Place - 25th Floor New York NY 10004 NONE 501(C)(3) CHARITABLE DONATION 2000 MONROE COMMUNITY COLLEGE Damon City Campus 228 East Main Street Rochester NY 14604 NONE 501(C)(3) CHARITABLE DONATION 5000 NORMAN HOWARD SCHOOL 275 Pinnacle Road Rochester NY 14623 NONE 501(C)(3) CHARITABLE DONATION 1000 SIMON WEISENTHAL CENTER 1399 South Roxbury Drive Los Angeles CA 90035 NONE 501(C)(3) CHARITABLE DONATION 1000 WEIZMANN INSTITUTE OF SCIENCE 633 Third Avenue New York NY 10017 NONE 501(C)(3) CHARITABLE DONATION 2000 CANCER WELLNESS 240 Kilbourn Road Rochester NY 14618 NONE 501(C)(3) CHARITABLE DONATION 1500 JEWISH HOME FOUNDATION 2021 Winton Road South Rochester NY 14618 NONE 501(C)(3) CHARITABLE DONATION 25000 MAYO CLINIC FOUNDATION 2200 First Street SW Rochester MN 559050001 NONE 501(C)(3) CHARITABLE DONATION 1000 ROCHESTER GENERAL HOSPITAL FOUNDATION 100 Kings Highway South Suite 2300 Rochester NY 14617 NONE 501(C)(3) CHARITABLE DONATION 17000 ST JOHN'S HOME FOUNDATION 150 Highland Avenue Rochester NY 14620 NONE 501(C)(3) CHARITABLE DONATION 1000 ST JUDES CHILDREN RESEARCH 501 St Jude Place Memphis TN 381051942 NONE 501(C)(3) CHARITABLE DONATION 1000 CHABAD LUBAVITCH 1037 Winton Road South Rochester NY 14618 NONE 501(C)(3) CHARITABLE DONATION 10000 CHARLES MARKUS SOCIETY 1200 Edgewood Avenue Rochester NY 14618 NONE 501(C)(3) CHARITABLE DONATIONS 1000 GARTH FAGAN DANCE 50 Chestnut Street Rochester NY 14604 NONE 501(C)(3) CHARITABLE DONATION 1000 JEWISH COMMUNITY CENTER 1200 Edgewood Avenue Rochester NY 14618 NONE 501(C)(3) CHARITABLE DONATION 105800 JEWISH COMMUNITY CENTER (JEWISH FILM FESTIVAL) 1200 Edgewood Avenue Rochester NY 14618 NONE 501(C)(3) CHARITABLE DONATION 20000 JEWISH COMMUNITY FEDERATION 441 East Avenue Rochester NY 14607 NONE 501(C)(3) CHARITABLE DONATION 200000 JEWISH FAMILY SERVICE 441 East Avenue Rochester NY 14607 NONE 501(C)(3) CHARITABLE DONATION 2500 LIFESPAN 1900 South Clinton Avenue Rochester NY 14618 NONE 501(C)(3) CHARITABLE DONATION 2500 THE LITTLE THEATRE 240 East Avenue Rochester NY 14604 NONE 501(C)(3) CHARITABLE DONATION 2500 MEMORIAL ART GALLERY 500 University Avenue Rochester NY 146071484 NONE 501(C)(3) CHARITABLE DONATION 1000 QUAD A FOR KIDS 500 East Avenue Rochester NY 14607 NONE 501(C)(3) CHARITABLE DONATION 1000 RMSC 657 East Avenue Rochester NY 146072177 NONE 501(C)(3) CHARITABLE DONATION 1000 RPO 108 East Avenue Rochester NY 14604 NONE 501(C)(3) CHARITABLE DONATION 28500 TEMPLE BETH EL 139 Winton Road South Rochester NY 146102997 NONE 501(C)(3) CHARITABLE DONATION 2500 UNITED WAY 75 College Avenue Rochester NY 146071009 NONE 501(C)(3) CHARITABLE DONATION 10000 WXXI 280 State Street PO Box 30021 Rochester NY 146033021 NONE 501(C)(3) CHARITABLE DONATION 1000 EDUCATION ENTERPRISE OF NEW YORK 275 Pinnacle Road Rochester NY 14623 NONE 501(C)(3) CHARITABLE DONATION 10000 US HOLOCAUST MUSEUM 100 Raoul Wallenberg Place SW Washington DC 200242126 NONE 501(C)(3) CHARITABLE DONATION 300000 BREAST CANCER COALITION OF ROCHESTER 840 University Avenue Rochester NY 14607 NONE 501(c)(3) CHARITABLE DONATION 1000 WATER FOR SUDAN PO Box 25551 Rochester NY 14625 NONE 501(c)(3) CHARITABLE DONATION 2500 AMERICAN CANCER SOCIETY 6725 Lyons St PO Box 7 East Syracuse NY 130579972 NONE 501(C)(3) CHARITABLE DONATION 5000 GEORGE EASTMAN HOUSE 900 East Avenue Rochester NY 146072298 NONE 501(C)(3) CHARITABLE DONATION 12100 NORTHEASTERN UNIVERSITY 115 Richards Hall 360 Huntington Avenue Boston MA 02115 NONE 501(C)(3) CHARITABLE DONATION 20000 SISTERS OF ST JOSEPH 150 French Road Rochester NY 146183822 NONE 501(C)(3) CHARITABLE DONATION 3500 ALZHEIMER'S ASSOCIATION 435 East Henrietta Road Rochester NY 14602 NONE - 501(c)(3) CHARITABLE DONATION 1500 AL SIGL CENTER 1000 Elmwood Avenue Suite 300 Rochester NY 146203098 NONE - 501(c)(3) CHARITABLE DONATION 2000 TOURETTE SYNDROME ASSOCIATION 42-40 Bell Blvd Suite 205 Bayside NY 113612820 NONE - 501(c)(3) CHARITABLE DONATION 2500 DANA FARBER CANCER INSTITUTE 10 Brookline Place West 6th Floor Brookline MA 02445 NONE - 501(c)(3) CHARITABLE DONATION 10000 JEWISH SENIOR LIFE 2021 Winton Road South Rochester NY 14618 NONE - 501(c)(3) CHARITABLE DONATION 100000 NEW YORK FOUNDATION FOR THE ARTS 20 JAY STREET SUITE 740 BROOKLYN NY 11201 NONE - 501(c)(3) CHARITABLE DONATION 8500 WARNER SCHOOL OF EDUCATION 322A LECHASE HALL PO BOX 270425 ROCHESTER NY 14627 NONE - 501(c)(3) CHARITABLE DONATION 60000 987400 14 6715 14 208213 18 478632 MISCELLANEOUS INCOME 14 138 693698 693698 false false false false false false false false false false X X 1 WILLIAM KONAR 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 405998 X 2 WILLIAM KONAR 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 311786 X 3 WILLIAM KONAR 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 2299904 X 1 5,379 Shares of CVS Health Corp Stock 405998 2014-03-31 3 25,600 Shares of CVS Health Corp Stock 2299904 2014-12-09 TAX CONSULTING & 990PF PREPARE 7500 7500 NONE ISRAEL BONDS 300000 300000 MORGAN STANLEY SECURITIES 8630595 9158899 DIVIDENDS/INTEREST RECEIVABLE 19854 48332 48332 MISCELLANEOUS EXPENSE 251 251 INVESTMENT MANAGEMENT FEE 38957 38957 MANAGEMENT FEE 18000 18000 MISCELLANEOUS INCOME 138 138 WILLIAM KONAR 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 WILLIAM KONAR 75 THRUWAY PARK DRIVE W HENRIETTA NY 14586 FOREIGN TAXES 3335 3335 STATE TAXES 250