WILLIAM & SHEILA KONAR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM & SHEILA KONAR FOUNDATION (EIN 22-2434846)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-15
- IRS object ID
- 202522889349100007
- Schema version
- 2024v5.2
- 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 Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-15T13:36:05-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 |
| Business Name Line2 | c/o Ann Marie Mahoney | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANN MARIE MAHONEY | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5855332900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 THRUWAY PARK DRIVE | AddressLine1Txt |
| City | W HENRIETTA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14586 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Howard Konar | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5853344110 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia Jewell | PreparerPersonNm |
| PTIN | P01234019 | PTIN |
| Phone | 5857502619 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $153,849,395 | 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 |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,861,061 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,861,061 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,672,527 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,712,428 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,672,527 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $476,352 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $476,352 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,009,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,009,940 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $305,836 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $305,836 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $70,234 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $70,234 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,735 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,735 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,040 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $358,492 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $335,108 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,384 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,884 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,884 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $6,780 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $8,635 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,635 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,048 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,048 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $166,493 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $91,139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75,354 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $960,937 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $453,171 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500,986 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,882,293 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,882,293 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,843,230 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $453,171 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,383,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,166,710 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,556,769 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $599,056 | CashBOYAmt |
| Cash EOY | $2,706,444 | CashEOYAmt |
| Cash EOYFMV | $2,706,444 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,943,562 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $574,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $574,394 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $118,215,124 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,677,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $142,410,398 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $300,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $300,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $300,000 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $231,044 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $143,668 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $90,809 | LandBOYAmt |
| Land EOY | $87,376 | LandEOYAmt |
| Land EOYFMV | $87,385 | LandEOYFMVAmt |
| Other Assets BOY | $7,799,733 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,770,774 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,770,774 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $129,948,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,116,566 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $153,849,395 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $72 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $129,948,284 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $133,116,494 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $129,948,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $133,116,494 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $129,948,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $133,116,566 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $129,948,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,166,710 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,500 | OtherIncreasesAmt |
| Subtotal | $133,116,494 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $133,116,494 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BERNSTEIN #036-41647 LT COVERED | P | $6,803 | $8,506 | -$1,703 | -$1,703 |
| BERNSTEIN #888-99481 ST COVERED | P | $911,909 | $773,974 | $137,935 | $137,935 |
| BERNSTEIN #888-99481 LT COVERED | P | $10,282,526 | $5,998,133 | $4,284,393 | $4,284,393 |
| BERNSTEIN #888-99481 CIL COVERED | P | $5 | $5 | $5 | |
| BERNSTEIN #888-C1292 ST COVERED | P | $2 | $2 | ||
| BERNSTEIN #888-C1292 LT COVERED | P | $382,544 | $372,725 | $9,819 | $9,819 |
| MORGAN STANLEY #881-143165 LT COVERED | P | $325,000 | $355,884 | -$30,884 | -$30,884 |
| MORGAN STANLEY #881-010042 ST COVERED | $515,458 | $499,301 | $16,157 | $16,157 | |
| MORGAN STANLEY #881-010042 LT COVERED | $1,472,578 | $1,031,376 | $441,202 | $441,202 | |
| CAPITAL GAIN DIVIDENDS | P | $442,076 | |||
| CAPITAL GAIN DIVIDENDS | P | $442,076 | |||
| CAPITAL GAIN DIVIDENDS | P | $442,076 | |||
| CAPITAL GAIN DIVIDENDS | P | $442,076 | |||
| CAPITAL GAIN DIVIDENDS | P | $442,076 | |||
| CAPITAL GAIN DIVIDENDS | P | $442,076 | |||
| CAPITAL GAIN DIVIDENDS | P | $442,076 | |||
| CAPITAL GAIN DIVIDENDS | P | $442,076 | |||
| CAPITAL GAIN DIVIDENDS | P | $442,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,672,527 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $132,839 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $132,839 | SubtotalAmt |
| Tax Based On Investment Income | $132,839 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $86,669 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $86,669 | TotalPaymentsAndCreditsAmt |
| Tax Due | $46,170 | TaxDueAmt |
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 | konarfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN MARIE MAHONEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5855332903 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HOWARD KONAR | ||||||||
| 75 THRUWAY PARK DRIVE | W HENRIETTA | NY | 14586 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
| RACHAEL GUTTENBERG | ||||||||
| 75 THRUWAY PARK DRIVE | W HENRIETTA | NY | 14586 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
| DONALD NOWILL | ||||||||
| 41 Taylor Crossway | Brookline | MA | 02146 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
| Lawrence Fine | ||||||||
| 2 Tiffany Court | Pittsford | NY | 14534 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
| Jeremy Konar | ||||||||
| 75 THRUWAY PARK DRIVE | W HENRIETTA | NY | 14586 | Trustee, Hours - As Required | 0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| LORNA WASHINGTON | |||||||
| 1149 AMBERWOOD LANE | WEBSTER | NY | 14580 | SR. PROGRAM OFFICER | 40.0 | $200,903 | $30,575 |
| ANN MARIE MAHONEY | |||||||
| 63 ALGER DRIVE | ROCHESTER | NY | 14624 | OPERATIONS MANAGER | 40.0 | $87,734 | $22,774 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $139,327,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,115,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,442,892 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,442,892 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,136,643 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,306,249 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,015,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,015,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $132,839 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $132,839 | TotalTaxAmt |
| Distributable Before Adj | $6,882,473 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $79,931 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,962,404 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,962,404 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,383,279 | 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 | $6,383,279 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,962,404 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $611,555 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,094,071 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $8,242,846 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $706,541 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,655,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,383,279 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,383,279 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $579,125 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $579,125 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,075,888 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $32,430 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,043,458 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,094,071 | ExcessFromYear4Amt |
| Excess From Year2 | $8,242,846 | ExcessFromYear2Amt |
| Excess From Year1 | $706,541 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Ann Marie Mahoney | 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 Email Address | ammahoney@konarfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Submit a letter of intent and provide a brief overview of the organization and the reason for the grant request | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | One month prior to the quarterly trustee meetings held mid-march, mid-June, mid-September, mid-Novem | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are awarded in the areas of education, cultural & civic organizations, improvement to health care services, promotion of ethnic/religious/cultural understanding & tolerance, benefits to the jewish community | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Monroe Community College Foundation | |||||||
| 1000 East Henrietta Rd | Rochester | NY | 14623 | NONE | PC | Scholar's Day Fund, Healthy Hero Summer Camp, Unrestricted Donation | $45,000 |
| JCC of Greater Rochester | |||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | PC | Grant Support | $150,000 |
| JCC Rochester Jewish Film Festival | |||||||
| 1200 Edgewood Avenue | Rochester | NY | 14618 | NONE | PC | Jewish cultural support through film - Annual donation | $25,000 |
| Jewish Family Services | |||||||
| 225 East Avenue Suite 201 | Rochester | NY | 14604 | NONE | PC | Services for Jewish families, pencils & paper program, mental wellness, future preparedness | $257,500 |
| Rochester Philharmonic Orchestra | |||||||
| 108 East Avenue | Rochester | NY | 14604 | NONE | PC | Annual campaign support for local musicians | $50,000 |
| United Way | |||||||
| 75 College Avenue | Rochester | NY | 146071009 | NONE | PC | General community support services | $10,000 |
| US Holocaust Museum | |||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 200242126 | NONE | PC | Denial & Antisemitism Initiative | $200,000 |
| Breast Cancer Coalition of Rochester | |||||||
| 10480 University Avenue | Rochester | NY | 14607 | NONE | PC | Support of breast cancer awareness programs/advocacy | $2,500 |
| Water for South Sudan | |||||||
| PO Box 25551 | Rochester | NY | 14625 | NONE | PC | Provide access to clean water for Sudanese communities | $2,500 |
| Sisters of St Joseph of Rochester | |||||||
| 150 French Road | Rochester | NY | 146183822 | NONE | PC | Medical Support for Retired Nuns | $3,500 |
| Al Sigl Community of Agencies | |||||||
| 1000 Elmwood Avenue Suite 300 | Rochester | NY | 146203098 | NONE | PC | Support for programs & services to children & families | $2,500 |
| Dana Farber Cancer Institute | |||||||
| 450 Brookline Avenue | Boston | MA | 02115 | NONE | PC | Biobank for Innovative Cancer Research and Care | $100,000 |
| University of Rochester East EPO | |||||||
| 1801 East Main St | Rochester | NY | 14609 | NONE | PC | Annual Donation - Step to College | $200,000 |
| American Indian College Fund | |||||||
| 8444 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | PROMOTE EDUCATION INITIATIVES & OPPORTUNITIES | $15,000 |
| East House | |||||||
| 259 MONROE AVENUE 200 | ROCHESTER | NY | 14607 | NONE | PC | RECOVERY SUPPORT SERVICES | $25,000 |
| GEVA Theatre Center | |||||||
| 75 WOODBURY BLVD | ROCHESTER | NY | 14607 | NONE | PC | Education Programs | $50,000 |
| Greater Rochester Enterprise Foundation | |||||||
| 100 CHESTNUT ST 1910 | ROCHESTER | NY | 14604 | NONE | PC | Economic Gardening Program & general program support | $150,000 |
| Homesteads for Hope | |||||||
| 2185 MANITOU ROAD | ROCHESTER | NY | 14506 | NONE | PC | Support Program Services | $50,000 |
| The Center for Youth Services | |||||||
| 905 MONROE AVENUE | ROCHESTER | NY | 14620 | NONE | PC | General Program Support & Crisis Nursery | $35,000 |
| The Children's Agenda | |||||||
| 1 SOUTH WASHINGTON STREET 120 | ROCHESTER | NY | 14614 | NONE | PC | Advocacy to change systems for all children | $55,000 |
| The Lawrence W & Elyse Fine Community Foundation | |||||||
| 255 EAST AVENUE Suite 201 | ROCHESTER | NY | 14604 | None | PF | PROGRAM SUPPORT | $36,000 |
| Baden Street Settlement | |||||||
| 152 Baden Street | Rochester | NY | 14605 | None | PC | Support for Youth Success | $50,000 |
| Cameron Community Ministries | |||||||
| 48 Cameron Street | Rochester | NY | 14606 | None | PC | Freedom School and general support | $20,000 |
| Carthage College | |||||||
| 2001 Alford Park Dr | Kenosha | WI | 53140 | None | PC | Urban Teacher Prep Program | $55,000 |
| Flower City Arts Center | |||||||
| 713 Monroe Avenue | Rochester | NY | 14607 | None | PC | Educational Programs | $50,000 |
| Freedom House | |||||||
| 1850 M Street NW 11th Floor | Washington | DC | 20036 | None | PC | Program Support & Annual Awards | $75,000 |
| Rochester Childrens Scholarship Fund | |||||||
| 131 W Broad Street | Rochester | NY | 14614 | None | PC | Program Support | $2,500 |
| St John Fisher College | |||||||
| 3690 East Avenue | Rochester | NY | 14618 | None | PC | Teacher Pipeline Innovation Program & Collaborative Education for Equity | $61,380 |
| The Center For Teen Empowerment | |||||||
| 392 Genesee Street | Rochester | NY | 14611 | None | PC | Neighborhood based youth programs | $50,000 |
| The Strong Museum | |||||||
| 1 Manhattan Square | Rochester | NY | 14607 | None | PC | Generation Two at the Strong | $20,000 |
| YWCA of Rochester & Monroe County | |||||||
| 175 N Clinton Ave | Rochester | NY | 14604 | None | PC | Empowering Women & sustaining emergency housing | $50,750 |
| Jewish Federation of Greater Rochester | |||||||
| 255 East Avenue Suite 201 | Rochester | NY | 14604 | None | PC | Support Program Services | $500,000 |
| Pathstone Foundation | |||||||
| 400 East Avenue | Rochester | NY | 14607 | None | PC | Thought Leadership | $20,000 |
| Woodland Golf Club Scholarship Foundation | |||||||
| 1897 Washington Street | Auburndale | MA | 02466 | None | PC | Support young golfers with scholarships | $15,000 |
| Common Ground Foundation Inc | |||||||
| 1387 Fairport Road Suite 800 | Fairport | NY | 14450 | None | PC | Millcreek citizen assembly | $175,000 |
| Brookline Food Pantry | |||||||
| PO Box 45 | Brookline | MA | 02446 | None | PC | Program Support | $5,000 |
| American Diabetes Association | |||||||
| PO Box 7023 | Merrifield | VA | 22116 | None | PC | Camp Aspire | $25,000 |
| Best Buddies International | |||||||
| 1000 Elmwood Avenue | Rochester | NY | 14620 | None | PC | Friendship & Inclusion Program | $20,000 |
| GRSLA | |||||||
| 274 North Goodman St Suite D103 | Rochester | NY | 14607 | None | PC | Summer LEAP Program | $80,000 |
| Ibero-American Action League | |||||||
| 817 East Main St | Rochester | NY | 14605 | None | PC | Hispanic Scholarship Recognition Awards | $2,000 |
| BreatheDeep | |||||||
| 28 Green Clover Drive | Henrietta | NY | 14467 | None | PC | Summer Peer Ambassador Internship & Training | $30,000 |
| ROC The Future Alliance | |||||||
| 274 N Goodman St Suite D103 | Rochester | NY | 14607 | None | PC | Program Support | $5,000 |
| Keeping Our Promise | |||||||
| PO Box 92117 | Rochester | NY | 14692 | None | PC | Camp Seneca Lake, General Program Support | $12,590 |
| Freedom Scholars Learning Center | |||||||
| 130 Winton Road North | Rochester | NY | 14610 | None | PC | Summer Literacy Enrichment Program | $30,000 |
| HOPE585 Inc | |||||||
| 111 North Chestnut St | Rochester | NY | 14604 | None | PC | Community of Hope for Vulnerable Youth, Program Support | $105,000 |
| Friends & Foundation of Rochester Public Library | |||||||
| 115 South Avenue | Rochester | NY | 14618 | None | PC | Summer Reading Program | $40,612 |
| Women's Foundation of Genesee Valley | |||||||
| 494 East Avenue | Rochester | NY | 14607 | None | PC | Power Her Forward Girls Conference | $15,000 |
| WXXI Public Broadcasting Council | |||||||
| 280 State Street | Rochester | NY | 14614 | None | PC | Journalism Initiative | $150,000 |
| Memorial Art Gallery | |||||||
| 500 University Avenue | Rochester | NY | 14607 | None | PC | Expanded Learning Collaboration | $50,000 |
| Rochester Education Foundation | |||||||
| 250 Mill Street Suite 400 | Rochester | NY | 14614 | None | PC | Equitable Access to Joy & Expansion of Rochester Imagination Library | $47,961 |
| Rochester Industries Education Fund | |||||||
| 150 State Street Suite 400 | Rochester | NY | 14614 | None | PC | Regional Revitalization Partnership | $100,000 |
| ROCovery Fitness | |||||||
| 1035 Dewey Avenue | Rochester | NY | 14613 | None | PC | 5K Run/Walk & X-Challenge | $1,250 |
| David's Refuge Inc | |||||||
| 5800 Heritage Landing Drive | East Syracuse | NY | 13057 | None | PC | Respite & Wellness Support for Rochester Caregivers | $49,000 |
| Foodlink Inc | |||||||
| 1999 Mount Read Blvd | Rochester | NY | 14615 | None | PC | Monroe County School Support Initiatives | $100,000 |
| Gateways Music Festival Inc | |||||||
| 26 Gibbs St Box 58 | Rochester | NY | 14604 | None | PC | Music Festival Support | $25,000 |
| Hillel at the University of Rochester | |||||||
| 1045 Wilson Blvd | Rochester | NY | 14627 | None | PC | Furthering Jewish Education on Campus | $20,000 |
| House of Mercy Inc | |||||||
| 285 Ormond Street | Rochester | NY | 14605 | None | PC | Program services | $1,000 |
| Legacy Makers Inc | |||||||
| 52 Valley Brook Circle | Rochester | NY | 14616 | None | PC | Youth Financial Empowerment Program | $50,000 |
| Links Foundation Inc | |||||||
| PO Box 22873 | Rochester | NY | 14692 | None | PC | Program Support | $2,500 |
| Mentors Inspiring Boys & Girls | |||||||
| 75 Grover Street | Rochester | NY | 14611 | None | PC | Village artistic development program, After School Enrichment & Arts Program | $40,000 |
| NYLEAP Inc | |||||||
| 6 Pinnacle Street | Ticonderoga | NY | 12883 | None | PC | Post Critical Incident Seminar | $24,000 |
| Rochester Museum & Science Center | |||||||
| 657 East Avenue | Rochester | NY | 14607 | None | PC | Program Support | $2,500 |
| ROC Royal Inc | |||||||
| 80 Wilton Terrace | Rochester | NY | 14619 | None | PC | Summer Dream Camp | $37,500 |
| RTA Leadership for Reform Institute | |||||||
| 277 Alexander Street | Rochester | NY | 14607 | None | PC | Program Support | $2,500 |
| The Legacy Drama House | |||||||
| 112 Webster Avenue | Rochester | NY | 14609 | None | PC | Economic Empowerment & Entrepreneur Expo | $3,000 |
| Urban League of Rochester | |||||||
| 265 North Clinton Avenue | Rochester | NY | 14605 | None | PC | Center for Equity & Justice Initiative | $100,000 |
| Visual Studies Workshop Inc | |||||||
| 31 Prince Street | Rochester | NY | 14607 | None | PC | Support for 2025 Exhibitions | $24,000 |
| Academy of Health Services Charter School | |||||||
| 1151 Ridgeway Ave | Rochester | NY | 14615 | None | PC | Career Pathways | $70,000 |
| Alzheimer's Association | |||||||
| 225 North Michigan Ave | Chicago | IL | 60601 | None | PC | Health Services Research Initiative | $1,000,000 |
| Avenue Blackbox Inc | |||||||
| 780 Joseph Avenue | Rochester | NY | 14621 | none | PC | Program Service | $250 |
| Cancer Action Inc | |||||||
| 255 Alexander Street | Rochester | NY | 14607 | none | PC | Mapping my cancer journey | $5,000 |
| Catherine's House | |||||||
| PO Box 1633 | Belmont | NC | 28012 | none | PC | Program Services | $5,000 |
| Common Ground Health | |||||||
| PO Box 160 | Mt Morris | NY | 14510 | none | PC | Playful Learning Summit | $2,500 |
| Community Servings Inc | |||||||
| 179 Armory Street | Jamaica Plain | MA | 02130 | none | PC | Program Services | $5,000 |
| Connected CommunitiesInc | |||||||
| 1337 East Main St | Rochester | NY | 14609 | none | PC | Neighborhood Education Project | $25,000 |
| Contina Impact | |||||||
| 127 University Ave | Berkeley | CA | 94710 | none | PC | Democracy Communications Fund | $55,000 |
| Convergence Center for Policy Resolution | |||||||
| 1775 Eye St NW Suite 1150-287 | Washington | DC | 20006 | none | PC | General Operating Expenses | $50,000 |
| David Hochstein Memorial Music School | |||||||
| 50 N Plymouth Ave | Rochester | NY | 14614 | none | PC | Tuition assistance & community access growth | $25,000 |
| Finger Lakes Health Systems Agency | |||||||
| 1150 University Ave | Rochester | NY | 14607 | none | PC | Healers Village - Building and Ecosystem of healing and wellness | $47,500 |
| Firsthand Learning Inc | |||||||
| 2495 Main Street | Buffalo | NY | 14214 | none | PC | Program Services | $5,000 |
| Garth Fagan Dance | |||||||
| 50 Chestnut Street | Rochester | NY | 14604 | none | PC | General Operating Support | $50,000 |
| Genesee Community Charter School | |||||||
| 657 East Avenue | Rochester | NY | 14607 | none | PC | Preparing next generation of community leaders | $22,500 |
| George Eastman Museum | |||||||
| 900 East Avenue | Rochester | NY | 14607 | none | PC | supporting museum access and transformation | $100,000 |
| Girl Scouts of Western New York | |||||||
| 1000 Elmwood Ave | Rochester | NY | 14620 | none | PC | Creating women leaders of tomorrow | $25,000 |
| Greater Rochester Housing Project | |||||||
| 16 East Main Street | Rochester | NY | 14614 | none | PC | Regional Revitalization Partnership Award | $250,000 |
| Hillside Foundation | |||||||
| 1183 Monroe Ave | Rochester | NY | 14620 | none | PC | Work-scholarship connection grant | $50,000 |
| His Branches Inc | |||||||
| 340 Arnett Blvd | Rochester | NY | 14619 | none | PC | Expanding access to comprehensive primary care | $25,000 |
| Hope Hall School | |||||||
| 1612 Buffalo Road | Rochester | NY | 14624 | none | PC | Counseling Program Expansion Support | $25,000 |
| Kelly Brush Foundation | |||||||
| 3 Main St | Burlington | VT | 05401 | none | PC | Program Services | $6,000 |
| Little Theatre Film Society | |||||||
| 240 East Avenue | Rochester | NY | 14604 | none | PC | Onward - 100 years of The Little Theatre | $25,000 |
| Meeting of the Minds Collaborative Inc | |||||||
| 30 Church Street | Rochester | NY | 14614 | none | PC | Program Services | $5,000 |
| Memorial AME Zion Inc | |||||||
| 549 Clarissa Street | Rochester | NY | 14611 | none | PC | Summer Camp Grant | $30,000 |
| National Alliance to End Homelessness | |||||||
| 1518 K Street | Washington | DC | 20005 | none | PC | Program services | $250 |
| National Susan B Anthony Museum & House | |||||||
| 17 Madison Street | Rochester | NY | 14608 | none | PC | annual birthday celebration | $1,500 |
| Prosper Rochester Inc | |||||||
| 492 East Avenue | Rochester | NY | 14607 | none | PC | Youth Workforce Training | $25,000 |
| READY Inc | |||||||
| 40 Franklin Street | Rochester | NY | 14604 | none | PC | Ready school incubator | $25,000 |
| Rochester Area Community Foundation | |||||||
| 500 East Avenue | Rochester | NY | 14607 | none | PC | Mentor Up Summer Soiree | $1,250 |
| Rochester Rotary Charitable Trusts Inc | |||||||
| 180 Linden Oaks | Rochester | NY | 14625 | none | PC | sunshine camp program | $10,000 |
| Seneca Park Zoo Society | |||||||
| 2222 St Paul Street | Rochester | NY | 14621 | none | PC | sponsor dream night at the zoo | $1,000 |
| Tides Center | |||||||
| 1012 Tomey Ave | San Francisco | CA | 94129 | none | PC | Support for network partners in the Jewish partnership for democracy | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,882,293 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME FROM JCC PRI LOAN | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $242,648 | ExclusionAmt |
| 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,861,061 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,672,527 | 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 (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISCELLANEOUS PORTFOLIO INCOME/LOSS | $207,432 |
| MISCELLANEOUS INCOME | $26,272 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,776,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $233,704 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,009,940 | 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 | 1a | LineNumberTxt |
| Relationship Statement | Interest is associated with a program related investment | RelationshipStatementTxt |
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 | CONSULTING & 990PF PREPARATION | CategoryTxt |
| Amt | $13,800 | Amt |
| Net Investment Income | $11,040 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,760 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | LifeLifeRt |
|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2016-10-16 | $1,024 | $1,023 | M5 | ||
| LEASEHOLD IMPRVMNT | 2017-05-17 | $88,490 | $15,034 | M39 | $2,269 | |
| COMPUTER SOFTWARE | 2017-01-18 | $10,588 | $10,588 | SL | 3 | |
| FURNITURE/FIXTURES | 2017-05-01 | $70,095 | $66,968 | M7 | $3,126 | |
| COMPUTER EQUIPMENT | 2017-03-14 | $36,180 | $36,180 | M5 | ||
| SIGNAGE/LOGO PANEL | 2018-06-11 | $10,675 | $1,518 | M39 | $274 | |
| DOORS | 2018-09-20 | $4,986 | $677 | M39 | $128 | |
| LOBBY FURNITURE | 2018-07-06 | $1,192 | $1,031 | M7 | $106 | |
| TABLES | 2018-09-13 | $2,814 | $2,436 | M7 | $251 | |
| FILE CABINETS | 2018-12-14 | $1,655 | $1,433 | M7 | $148 | |
| OFFICE FURNITURE | 2024-07-01 | $3,346 | M7 | $478 |
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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN | $12,332,070 | $14,389,799 |
| BERNSTEIN | $96,424,491 | $114,727,811 |
| MORGAN STANLEY | $12,921,017 | $13,292,788 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $1,024 | $1,023 | $1 |
| LEASEHOLD IMPRVMNT | $88,490 | $17,303 | $71,187 |
| COMPUTER SOFTWARE | $10,588 | $10,588 | |
| FURNITURE/FIXTURES | $70,095 | $70,094 | $1 |
| COMPUTER EQUIPMENT | $36,180 | $36,180 | |
| SIGNAGE/LOGO PANEL | $10,675 | $1,792 | $8,883 |
| DOORS | $4,986 | $805 | $4,181 |
| LOBBY FURNITURE | $1,192 | $1,137 | $55 |
| TABLES | $2,814 | $2,687 | $127 |
| FILE CABINETS | $1,655 | $1,581 | $74 |
| OFFICE FURNITURE | $3,346 | $478 | $2,868 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $12,735 | LegalFeesAmt |
| Disbursements Charitable Prps | $12,735 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS/INTEREST RECEIVABLE | $347,199 | $343,240 | $343,240 |
| LOAN RECEIVABLE - JCC | $7,452,534 | $7,427,534 | $7,427,534 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL FEES | $6,396 | $6,396 | |
| MAIL/COURIER SERVICE | $1,092 | $1,092 | |
| INFORMATION TECHNOLOGY | $28,906 | $28,906 | |
| OFFICE SUPPLIES | $5,080 | $5,080 | |
| INSURANCE | $4,645 | $4,645 | |
| DUES & SUBSCRIPTIONS | $11,162 | $11,162 | |
| TELEPHONE | $855 | $855 | |
| MAINTENANCE | $2,232 | $2,232 | |
| ADVERSTISING & MARKETING | $4,050 | $4,050 | |
| CAM CHARGES | $6,397 | $6,397 | |
| MISC INVESTMENT EXPENSE | $91,139 | $91,139 | |
| MISCELLANEOUS EXPENSES | $1,419 | $1,419 | |
| NYS FILING FEES | $1,500 | $1,500 | |
| REGISTRATION & TRAINING FEES | $1,620 | $1,620 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Miscellaneous Income | $26,272 | $26,272 |
| Other Portfolio Income/(Loss) | $207,432 | $207,432 |
| Interest Income from JCC Loan | $242,648 | $242,648 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO PY RETAINED EARNINGS | Desc |
| Amt | $1,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MISC OTHER PROFESSIONAL FEES | $16,134 | $16,134 | |
| INVESTMENT MANAGEMENT FEES | $335,108 | $335,108 | |
| ADVISORY FEES | $7,250 | $7,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $15,884 | Amt |
| Net Investment Income | $15,884 | NetInvestmentIncomeAmt |