GREATER ROCHESTER HEALTH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GREATER ROCHESTER HEALTH FOUNDATION (EIN 13-4301222)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201443229349100704
- Schema version
- 2013v3.0
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T11:39:19-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 STATE STREET SUITE 600 | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 INC | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14614 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN URBAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5852581799 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA J DUFFY CPA | PreparerPersonNm |
| PTIN | P00446281 | PTIN |
| Phone | 5855461840 | PhoneNum |
| Preparation | 2014-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $245,062,048 | 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 | $3,735,092 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,392,227 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,586,822 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,351,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,283,760 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $856,822 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,321,914 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,532,809 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $701,817 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $701,817 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $483,922 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $417,320 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $175,896 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $175,896 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,345 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,345 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $339,972 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $339,972 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $317,808 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61,345 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $73,170 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $28,731 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $7,929 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $84,132 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $84,132 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $45,344 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $45,344 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,697,966 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,174,575 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,072,757 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,918,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,243,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,953,003 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,656,181 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,750,615 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,574,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,243,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,703,618 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,747,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,288,960 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $420,171 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $975,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $975,157 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,058 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,058 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,058 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $116,869 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $98,146 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $98,146 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $173,477,963 | CorporateStockBOYAmt |
| Corporate Stock EOY | $205,468,663 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $205,468,663 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $55,473,312 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,228,320 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,228,320 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $849,215 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $668,357 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $93,238 | LandBOYAmt |
| Land EOY | $180,858 | LandEOYAmt |
| Land EOYFMV | $180,858 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $108,846 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $108,846 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $229,582,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $245,062,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $245,062,048 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $250,917 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $201,405 | AccountsPayableEOYAmt |
| Grants Payable BOY | $586,312 | GrantsPayableBOYAmt |
| Grants Payable EOY | $491,878 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $75,797 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $837,229 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $769,080 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $228,745,324 | UnrestrictedBOYAmt |
| Unrestricted EOY | $244,292,968 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $228,745,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $244,292,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $229,582,553 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $245,062,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $228,745,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,747,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $245,492,874 | SubtotalAmt |
| Other Decreases | $1,199,906 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $244,292,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| ABERDEEN EMERGING MARKETS SMALLER COMPANIES FUND | P | $6,001 | $6,001 | ||||
| ABERDEEN EMERGING MARKETS SMALLER COMPANIES FUND | P | $141,723 | $141,723 | ||||
| AETHER REAL ASSETS II LP | P | -$4 | -$4 | ||||
| AETHER REAL ASSETS II LP | P | $6,778 | $6,778 | ||||
| AG REALTH FUND VIII LP | P | $2,523 | $2,523 | ||||
| AG REALTH FUND VIII LP | P | $16,143 | $16,143 | ||||
| AMBERBROOK V LLC | P | -$122 | -$122 | ||||
| AMBERBROOK V LLC | P | $347,149 | $347,149 | ||||
| BRANDYWINE GLOBAL INVESTMENT MGMT LLC | P | $11,810 | $11,810 | ||||
| BRANDYWINE GLOBAL INVESTMENT MGMT LLC | P | $93,198 | $93,198 | ||||
| CARLYLE REALTY PARTNERS VI LP | P | $9,564 | $9,564 | ||||
| CARLYLE REALTY PARTNERS VI LP | P | $58,746 | $58,746 | ||||
| FR XII-A BRAVO AIV, LP | P | $175 | $175 | ||||
| FR XII-A BRAVO AIV, LP | P | $1,603 | $1,603 | ||||
| FR XII-A CHARLIE AIV, LP | P | $178,116 | $178,116 | ||||
| FR XII-A PARALLEL VEHICLE, LP | P | $143,729 | $143,729 | ||||
| FR XII-A PBF AIV, LP | P | $58,433 | $58,433 | ||||
| GROSVENOR INSTITUTIONAL PARTNERS, LP | P | -$139 | -$139 | ||||
| GROSVENOR INSTITUTIONAL PARTNERS, LP | P | -$187,329 | -$187,329 | ||||
| INDUSTRY VENTURES FUND VI, LP | P | $5,078 | $5,078 | ||||
| INDUSTRY VENTURES FUND VI, LP | P | $191,985 | $191,985 | ||||
| MACKAY SHIELDS HIGH YIELD ACTIVE CORE FUND LP | P | $750 | $750 | ||||
| MACKAY SHIELDS HIGH YIELD ACTIVE CORE FUND LP | P | $15,369 | $15,369 | ||||
| NEWSTONE CAPITAL PARTNERS II LP | P | $74,902 | $74,902 | ||||
| PINNACLE NATURAL RESOURCES LP | P | $275,201 | $275,201 | ||||
| PINNACLE NATURAL RESOURCES LP | P | -$24,154 | -$24,154 | ||||
| PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V LP | P | $5,212 | $5,212 | ||||
| PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND V LP | P | $22,237 | $22,237 | ||||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III LP | P | $7,851 | $7,851 | ||||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III LP | P | $314,093 | $314,093 | ||||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND IV LP | P | $18,892 | $18,892 | ||||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND IV LP | P | $37,531 | $37,531 | ||||
| STATE STREET BANK AND TRUST COMPANY | P | $5,410 | $5,410 | ||||
| STATE STREET BANK AND TRUST COMPANY | P | $764,174 | $764,174 | ||||
| WARBURG PINCUS PRIVATE EQUITY XI, LP | P | -$277 | -$277 | ||||
| BLACKROCK TIPS FUND | P | $125,921 | $125,921 | ||||
| GMO GAAR | P | $331,924 | $331,924 | ||||
| GRANTHAM (GMO) INT'L EQ ALLOC FUND -III | P | $231,277 | $231,277 | ||||
| LOOMIS FIXED INCOME FUND | P | $53,407 | $53,407 | ||||
| PIMCO TOTAL RETURN FUND | P | $37,484 | $37,484 | ||||
| ROBECO PREMIUM EQUITY FUND (RX-52) | P | $1,501,673 | $1,501,673 | ||||
| SILCHESTER INTERNATIONAL VALUE | P | $1,187,724 | $1,187,724 | ||||
| TENNENBAUM CAPITAL | P | -$11,141 | -$11,141 | ||||
| WELLS (RX-53) | P | $1,203,378 | $1,203,378 | ||||
| DWS GLOBAL COMMODITIES QP TRUST | P | $1,965 | $1,965 | ||||
| DWS GLOBAL COMMODITIES QP TRUST | P | $9,102 | $9,102 | ||||
| BRANDYWINE GLOBAL INVESTMENT MGMT LLC | P | $2,008,695 | $2,008,695 | 2009-01-01 | 2013-03-31 | $9,351,037 | $7,342,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,283,760 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,369,920 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $217,713,545 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043038 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,748,706 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $188,182,711 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046490 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,027,215 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $179,740,179 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044660 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,300,943 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $162,181,848 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057349 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,790,057 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $190,401,932 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056670 | DistributionYr5Rt |
| Total Distribution | 0.248207 | TotalDistributionRt |
| Average Distribution | 0.049641 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $233,514,891 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,591,913 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $132,890 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,724,803 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,948,018 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $265,779 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $265,779 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $265,779 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $232,800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $150,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $382,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2,407 | EsPenaltyAmt |
| Overpayment | $114,614 | OverpaymentAmt |
| Applied To ES Tax | $114,614 | AppliedToESTaxAmt |
| Refund | $0 | 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 | TOM WESLEY CFO | IndividualWithBooksNm |
| Phone | 5852581799 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 STATE STREET 100 | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14614 | ZIPCode |
| 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 (19 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $292,207 | $31,315 | $0 |
| BRYAN D HETHERINGTON | ||||||||
| 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 |
| ROBERT OPPENHEIMER | ||||||||
| 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 |
| CHRISTINE WAGNER SSJ PHD | ||||||||
| 150 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| BONNIE C DEVINNEY | ||||||||
| 151 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | VP & CHIEF PROGRAM OFFICER | 40.00 | $184,299 | $23,946 | $0 |
| THOMAS WESLEY | ||||||||
| 152 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | VP/CFO | 40.00 | $132,455 | $21,029 | $0 |
| JAMES GOULD | ||||||||
| 155 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| BOLGEN VARGAS | ||||||||
| 156 STATE STREET SUITE 100 | ROCHESTER | NY | 14614 | BOARD MEMBER | 1.25 | $0 | $0 | $0 |
| ERIKA AUGUSTINE | ||||||||
| 157 STATE STREET SUITE 100 | ROCHESTER | NY | 14615 | BOARD MEMBER | 2.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA ZAPPIA | ||||||||
| 150 STATE STREE SUITE 100 | ROCHESTER | NY | 14614 | SENIOR PROGRAM OFFIC | 40.00 | $106,890 | $23,815 | $0 |
| HEIDI BURKE | ||||||||
| 150 STATE STREE SUITE 100 | ROCHESTER | NY | 14614 | SENIOR PROGRAM OFFIC | 40.00 | $102,792 | $18,007 | $0 |
| SHARON LEGETTE-SOBERS | ||||||||
| 150 STATE STREE SUITE 100 | ROCHESTER | NY | 14614 | SENIOR PROGRAM OFFIC | 40.00 | $96,892 | $22,442 | $0 |
| REBECCA URTZ | ||||||||
| 150 STATE STREE SUITE 100 | ROCHESTER | NY | 14614 | DIRECTOR OF ACCOUNTI | 40.00 | $84,674 | $17,562 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TIPPING POINT MEDIA | |||||
| 277 ALEXANDER ST SUITE 100 | ROCHESTER | NY | 14607 | CONSULTING | $201,120 |
| NEPC LLC | |||||
| BOX 83261 | WOBURN | MA | 018133261 | CONSULTING | $180,201 |
| EILEEN M FLANIGAN | |||||
| 397 SHELDON ROAD | HONEOYE FALLS | NY | 14472 | CONSULTING | $128,143 |
| EVALUATION & RESEARCH SERVICES | |||||
| 2015A PULLMAN LANE | REDONDO BEACH | CA | 90278 | CONSULTING | $122,500 |
| THE MARKETING STRATEGISTS | |||||
| 2 SURREY HILL LANE | PITTSFORD | NY | 14534 | CONSULTING | $97,164 |
| 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 | $234,530,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,540,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $237,070,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $237,070,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,556,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $233,514,891 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,675,745 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,675,745 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $265,779 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $265,779 | TotalTaxAmt |
| Distributable Before Adj | $11,409,966 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,409,966 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,409,966 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,703,618 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $244,400 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $10,948,018 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,948,018 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,409,966 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,233,967 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,948,018 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,233,967 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $714,051 | 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 | $10,695,915 | 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 | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14614 | ZIPCode |
| 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 (59 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION FOR A BETTER COMMUNITY | |||||||
| 550 EAST MAIN STREET | ROCHESTER | NY | 14607 | UNRELATED | PC | HEALTHY WEIGHT INITIATIVE - HOME | $112,261 |
| AMERICAN ACADEMY OF PEDIATRICS NY1 | |||||||
| 132 ALLENS CREEK ROAD | ROCHESTER | NY | 14618 | UNRELATED | PC | OTHER GRANTS | $2,000 |
| DUNWOODY DANCE 5678 | |||||||
| 34 ELTON STREET | ROCHESTER | NY | 14607 | UNRELATED | NC | HEALTHY WEIGHT INITIATIVE - COMMUNITY | $5,210 |
| ANTHONY L JORDAN HEALTH CENTER | |||||||
| 82 HOLLAND STREET | ROCHESTER | NY | 14605 | UNRELATED | PC | NEIGHBORHOOD HEALTH STATUS INITIATIVE - PHASES III AND IV, AND OPPORTUNITY 2010 INITIATIVE | $432,925 |
| CAYUGA CENTERS | |||||||
| 175 HUMBOLT STREET | ROCHESTER | NY | 14610 | UNRELATED | PC | OTHER GRANT INITIATIVES | $33,000 |
| CHARLES SETTLEMENT HOUSE | |||||||
| 431 JAY STREET | ROCHESTER | NY | 14611 | UNRELATED | PC | NEIGHBORHOOD HEALTH STATUS INITIATIVE - PHASE III | $151,149 |
| CHILDREN'S INSTITUTE | |||||||
| 274 GOODMAN STREET NORTH | ROCHESTER | NY | 14607 | UNRELATED | PC | OTHER GRANT INITIATIVES | $3,000 |
| CORNELL COOPERATIVE EXTENSION OF WAYNE COUNTY | |||||||
| 1581 ROUTE 88 NORTH | NEWARK | NY | 14513 | UNRELATED | PC | NEIGHBORHOOD HEALTH STATUS INITIATIVE - PHASE I | $75,000 |
| CRESTWOOD CHILDREN'S CENTER | |||||||
| 2075 SCOTTSVILLE ROAD | ROCHESTER | NY | 14623 | UNRELATED | PC | OTHER GRANT INITIATIVES | $16,200 |
| DAYSTAR FOR MEDICALLY FRAGILE CHILDREN | |||||||
| 700 LAC DE VILLE BOULEVARD | ROCHESTER | NY | 14616 | UNRELATED | PC | OTHER GRANT INITIATIVES | $1,000 |
| EASTSIDE YMCA | |||||||
| 444 EAST MAIN STREET | ROCHESTER | NY | 14604 | UNRELATED | PC | OTHER GRANT INITIATIVES | $575 |
| F F THOMPSON FOUNDATION INC | |||||||
| 350 PARRISH STREET | CANANDAIGUA | NY | 14424 | UNRELATED | PC | OTHER GRANT INITIATIVES | $10,000 |
| FINGER LAKES HEALTH SYSTEMS AGENCY | |||||||
| 1150 UNIVERSITY AVE | ROCHESTER | NY | 14607 | UNRELATED | PC | HEALTHY WEIGHT INITIATIVE - ADVOCACY | $247,735 |
| FLAUM EYE INSTITUTE | |||||||
| 210 CRITTENDEN BOULEVARD | ROCHESTER | NY | 14642 | UNRELATED | PC | OPPORTUNITY 2012 INITIATIVE | $162,206 |
| GREATER ROCHESTER REGIONAL HEALTH INFORMATION | |||||||
| 200 CANAL VIEW BLVD SUITE 200 | ROCHESTER | NY | 14623 | UNRELATED | PC | OPPORTUNITY 2013 INITIATIVE | $195,011 |
| GUIDING EYES FOR THE BLIND | |||||||
| 21 SLATE DRIVE | NORTH CHILI | NY | 14514 | UNRELATED | PC | OTHER GRANT INITIATIVES | $250 |
| IBERO-AMERICAN ACTION LEAGUE INC | |||||||
| 817 EAST MAIN STREET | ROCHESTER | NY | 14605 | UNRELATED | PC | OPPORTUNITY 2011 INITIATIVE | $197,706 |
| IBERO-AMERICAN DEVELOPMENT CORPORATION | |||||||
| 817 EAST MAIN STREET | ROCHESTER | NY | 14605 | UNRELATED | PC | NEIGHBORHOOD HEALTH STATUS - PHASES III AND IV | $371,352 |
| JEWISH SENIOR LIFE | |||||||
| 2021 S WINTON ROAD | ROCHESTER | NY | 14618 | UNRELATED | PC | OPPORTUNITY 2012 GRANTS | $183,051 |
| JEWISH SENIOR LIFE FOUNDATION | |||||||
| 2021 S WINTON ROAD | ROCHESTER | NY | 14618 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,000 |
| KEUKA COLLEGE | |||||||
| 141 CENTRAL AVENUE | KEUKA PARK | NY | 14478 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,000 |
| KIRKHAVEN | |||||||
| 254 ALEXANDER STREET | ROCHESTER | NY | 14607 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,000 |
| LIFESPAN OF GREATER ROCHESTER | |||||||
| 1900 S CLINTON AVENUE | ROCHESTER | NY | 14618 | UNRELATED | PC | OPPORTUNITY 2010 AND 2013 GRANT | $269,276 |
| MERCY COMMUNITY SERVICES | |||||||
| 142 WEBSTER AVENUE | ROCHESTER | NY | 14609 | UNRELATED | PC | OTHER GRANT INITIATIVES | $1,000 |
| NATIONAL MS SOCIETY UPSTATE NY CHAPTER | |||||||
| 1650 SOUTH AVENUE SUITE 100 | ROCHESTER | NY | 14620 | UNRELATED | PC | OTHER GRANT INITIATIVES | $175 |
| NATIVITY PREPATORY ACADEMY | |||||||
| 15 WHALIN STREET | ROCHESTER | NY | 14620 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,000 |
| NEW LIFE PRESBYTERIAN CHURCH | |||||||
| 243 ROSEDALE STREET | ROCHESTER | NY | 14620 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,000 |
| PATHSTONE CORPORATION | |||||||
| 400 EAST AVENUE | ROCHESTER | NY | 14607 | UNRELATED | PC | NEIGHBORHOOD HEALTH STATUS - PHASE I | $75,000 |
| PITTSFORD VOLUNTEER AMBULANCE | |||||||
| 40 TOBEY ROAD | PITTSFORD | NY | 14534 | UNRELATED | PC | OTHER GRANT INITIATIVES | $500 |
| PLANNED PARENTHOOD OF ROCHESTER | |||||||
| 114 UNIVERSITY AVENUE | ROCHESTER | NY | 14605 | UNRELATED | PC | OPPORTUNITY 2012 GRANT | $172,875 |
| PLUTA CANCER CENTER FOUNDATION | |||||||
| 125 RED CREEK DRIVE 101 | ROCHESTER | NY | 14623 | UNRELATED | PC | OTHER GRANT INITIATIVES | $7,750 |
| RHYTHM SOCIETY | |||||||
| 90 BITTNER STREET | ROCHESTER | NY | 14604 | UNRELATED | PC | HEALTHY WEIGHT INITIATIVE - COMMUNITY | $8,110 |
| RIVER FLOW SOCCER CLUB | |||||||
| PO BOX 10061 | ROCHESTER | NY | 14610 | UNRELATED | PC | HEALTHY WEIGHT INITIATIVE - COMMUNITY | $8,654 |
| ROCHESTER CITY SCHOOL DISTRICT | |||||||
| 131 W BROAD SREET | ROCHESTER | NY | 14614 | UNRELATED | PC | HEALTHY WEIGHT INITIATIVE - CHILD CARE AND SCHOOL | $728,199 |
| ROCHESTER EDUCATION FOUNDATION | |||||||
| 250 MILL STREET | ROCHESTER | NY | 14614 | UNRELATED | PC | OTHER GRANT INITIATIVES | $157,928 |
| ROCHESTER GENERAL HOSPITAL FOUNDATION | |||||||
| 1425 PORTLAND AVENUE | ROCHESTER | NY | 14621 | UNRELATED | PC | OPPORTUNITY 2010 AND 2011 GRANTS | $332,160 |
| ROCHESTER HISPANIC YOUTH BASEBALL LEAGUE | |||||||
| 1816 NORTH CLINTON AVENUE | ROCHESTER | NY | 14621 | UNRELATED | PC | OTHER GRANT INITIATIVES | $6,999 |
| S2AY RURAL HEALTH NETWORK | |||||||
| PO BOX 97 | CORNING | NY | 14830 | UNRELATED | PC | NEIGHBORHOOD HEALTH STATUS - PHASES I AND IV | $489,500 |
| SPIRITUS CHRISTI MENTAL HEALTH CENTER | |||||||
| 121 FITZHUGH STREET NORTH | ROCHESTER | NY | 14614 | UNRELATED | PC | OTHER GRANT INITIATIVES | $2,000 |
| ST ANN'S FOUNDATION INC | |||||||
| 1500 PORTLAND AVENUE | ROCHESTER | NY | 14621 | UNRELATED | PC | OPPORTUNITY 2013 GRANTS | $266,243 |
| ST JOSEPH'S NEIGHBORHOOD CENTER | |||||||
| 517 SOUTH AVENUE | ROCHESTER | NY | 14620 | UNRELATED | PC | OPPORTUNITY 2012 GRANTS | $182,252 |
| THE CHILDREN'S AGENDA | |||||||
| 1 SOUTH WASHINGTON STREET 400 | ROCHSTER | NY | 14614 | UNRELATED | PC | OTHER GRAN INITIATIVES | $2,500 |
| UNCOMMON SCHOOLS | |||||||
| 826 BROADWAY | NEW YORK | NY | 10003 | UNRELATED | PC | OTHER GRANT INITIATIVES | $750 |
| UNITED WAY OF GREATER ROCHESTER | |||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | UNRELATED | PC | OTHER GRANT INITIATIVES | $7,500 |
| UNITY HEALTH FOUNDATION | |||||||
| 1555 LONG POND ROAD | ROCHESTER | NY | 14626 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,000 |
| UNITY HEALTH SYSTEM | |||||||
| 89 GENESEE STREET | ROCHESTER | NY | 14611 | UNRELATED | PC | OPPORTUNITY 2010 AND 2013 GRANTS | $354,711 |
| UNIVERSITY OF ROCHESTER - GEN MED | |||||||
| 601 ELMWOOD AVENUE | ROCHESTER | NY | 14642 | UNRELATED | PC | OPPOTUNITY 2009 GRANTS | $110,750 |
| UNIVERSITY OF ROCHESTER - ENVIRO MED | |||||||
| 601 ELMWOOD AVENUE | ROCHESTER | NY | 14642 | UNRELATED | PC | OTHER GRANT INITIATIVES | $49,757 |
| UNIVERSITY OF ROCHESTER - GIFT & DONOR | |||||||
| 601 ELMWOOD AVENUE | ROCHESTER | NY | 14642 | UNRELATED | PC | OTHER GRANT INITIATIVES | $8,000 |
| UNIVERSITY OF ROCHESTER - HIGHLAND FAM MED | |||||||
| 601 ELMWOOD AVENUE | ROCHESTER | NY | 14642 | UNRELATED | PC | OPPORTUNITY 2010 GRANTS | $181,136 |
| UNIVERSITY OF ROCHESTER - MEDICAL CENTER | |||||||
| 601 ELMWOOD AVENUE | ROCHESTER | NY | 14642 | UNRELATED | PC | OPPORTUNITY 2011 GRANTS | $102,510 |
| UNIVERSITY OF ROCHESTER - MEDICAL SCHOOL | |||||||
| 601 ELMWOOD AVENUE | ROCHESTER | NY | 14642 | UNRELATED | PC | OPPORTUNITY 2010 GRANTS | $13,537 |
| UNIVERSITY OF ROCHESTER - NEUROSURGERY | |||||||
| 601 ELMWOOD AVENUE | ROCHESTER | NY | 14642 | UNRELATED | PC | OPPORTUNITY 2011 GRANTS | $230,264 |
| UNIVERSITY OF ROCHESTER - PEDIATRICS | |||||||
| 601 ELMWOOD AVENUE | ROCHESTER | NY | 14642 | UNRELATED | PC | OTHER GRANT INITIATIVES | $30,000 |
| URBAN LEAGUE OF ROCHESTER | |||||||
| 265 NORTH CLINTON AVENUE | ROCHESTER | NY | 14605 | UNRELATED | PC | OTHER GRANT INITIATIVES | $32,500 |
| VISITING NURSE SERVICE | |||||||
| 2180 EMPIRE BOULEVARD | WEBSTER | NY | 14580 | UNRELATED | PC | OPPORTUNITY 2011 GRANTS | $45,056 |
| WESTERN NY RURAL AREA HEALTH ED CTR INC | |||||||
| 20 DUNCAN STREET | WARSAW | NY | 14569 | UNRELATED | PC | OPPORTUNITY 2012 GRANTS | $168,673 |
| WNY WRECKERS | |||||||
| 1222 WATERBROOK CROSSING | WEBSTER | NY | 14580 | UNRELATED | PC | OTHER GRANT INITIATIVES | $5,000 |
| YMCA OF GREATER ROCHESTER | |||||||
| 444 EAST MAIN STREET | ROCHESTER | NY | 14604 | UNRELATED | PC | HEALTHY WEIGHT INITIATIVE - COMMUNITY, AND OPPORTUNITY 2011 AND 2012 GRANTS | $375,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,656,181 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF ROCHESTER NEIGHBORHOOD AND BUSINESS DEVELOPMENT | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 CHURCH STREET | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | UNRELATED | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | LEAD SAFE HOME PROGRAM SET-ASIDE GRANT | GrantOrContributionPurposeTxt |
| Amt | $491,878 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $491,878 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,735,092 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,586,822 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,321,914 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,321,914 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | TO IMPROVE THE HEALTH OF RESIDENTS OF THE ROCHESTER AREA |
| 4 | TO IMPROVE THE HEALTH OF RESIDENTS OF THE ROCHESTER AREA |
| 5 | TO IMPROVE THE HEALTH OF RESIDENTS OF THE ROCHESTER AREA |
| 7 | TO IMPROVE THE HEALTH OF RESIDENTS OF THE ROCHESTER AREA |
| 8 | TO IMPROVE THE HEALTH OF RESIDENTS OF THE ROCHESTER AREA |
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 | $23,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY MUTUAL FUNDS | StockNm |
| EOY Book Value | $205,468,663 | EOYBookValueAmt |
| EOYFMV | $205,468,663 | 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 | $38,228,320 | BookValueAmt |
| EOYFMV | $38,228,320 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,345 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,345 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSET | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $108,846 | EOYBookValueAmt |
| EOYFMV | $108,846 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT FOR PRIOR PERIOD | Description |
| Amount | $1,199,906 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $22,604 | $0 | $22,604 |
| REPAIRS & MAINTENANCE | $10,958 | $0 | $10,958 |
| INSURANCE | $19,929 | $0 | $19,929 |
| TELEPHONE | $23,135 | $0 | $23,135 |
| POSTAGE & DELIVERY | $3,684 | $0 | $3,684 |
| FORMS & SUPPLIES | $33,960 | $0 | $33,960 |
| INVESTMENT FEES | $2,670,460 | $2,174,575 | $0 |
| PROGRAM EXPENSES | $1,894,706 | $0 | $1,939,957 |
| TEMPORARY HELP | $18,530 | $0 | $18,530 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CURRENT LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $75,797 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & OUTSIDE SERVICES | CategoryTxt |
| Amt | $339,972 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $339,972 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $77,899 | $0 | $73,170 |
| FOREIGN TAXES PAID | $61,345 | $61,345 | $0 |
| EXCISE TAXES | $178,564 | $0 | $0 |