SIMON AND JOSEPHINE BRAITMAN FAMILY SUPPORTING FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SIMON AND JOSEPHINE BRAITMAN FAMILY SUPPORTING FOUNDATION (EIN 16-1613897)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201310459349300821
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T09:48:41-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161375790 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEJOY KNAUF & BLOOD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161613897 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON AND JOSEPHINE BRAITMAN FAMILY | BusinessNameLine1 |
| Business Name Line2 | SUPPORTING FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIMO | NameControl |
| Phone | 5854610490 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14607 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE FINE | Name |
| Title | SECRETARY | Title |
| Phone | 5854610490 | Phone |
| Date Signed | 2013-02-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY P THANEY CPA | Name |
| PTIN | P01231250 | PTIN |
| Phone | 5855461840 | Phone |
| Date Prepared | 2013-02-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LAWRENCE FINE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 61084 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | SUPPORTING FOUNDATION | TypeOfOrgOtherDescription |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE GRANTS TO PROMOTE JEWISH LIFE AND SECURITY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 62564 | InvestmentIncomePriorYear |
| Investment Income Current Year | 41051 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 62564 | TotalRevenuePriorYear |
| Total Revenue Current Year | 41051 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 114036 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 192419 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12093 | OtherExpensePriorYear |
| Other Expenses Current Year | 6512 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 126129 | TotalExpensesPriorYear |
| Total Expenses Current Year | 198931 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -63565 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -157880 | RevenuesLessExpensesCY |
| Total Assets BOY | 3279924 | TotalAssetsBOY |
| Total Assets EOY | 3116255 | TotalAssetsEOY |
| Total Liabilities BOY | 1000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 66139 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3278924 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3050116 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE GRANTS TO PROMOTE JEWISH LIFE AND SECURITY | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 192419 | Expense |
| Grants | 192419 | Grants |
| Description | GRANTS WERE MADE TO PROMOTE CHANGES DETERMINED TO ENHANCE CREATIVE JEWISH LIFE AND SECURITY AND SOCIAL CONDITIONS FOR CREATIVE JEWISH LIVING. | Description |
| Total Program Service Expense | 192419 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEANINE VENDETTA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5854610490 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14607 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SIMON BRAITMAN | ||||||
| PRESIDENT | 0.50 | X | X | 0 | 0 | 0 |
| JOSEPHINE BRAITMAN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| BLANCHE FENSTER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| HOWARD KONAR | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JAY BIRNBAUM | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| BERYL NUSBAUM | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MICHAEL GROSSMAN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| LAWRENCE FINE | ||||||
| SECRETARY | 0.50 | X | X | 0 | 280878 | 26229 |
| DAAN BRAVEMAN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 280878 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 26229 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 61084 | TotalRevenueColumn |
| Exclusion | $61,084 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20033 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -20033 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -20033 | TotalRevenueColumn |
| Exclusion | -$20,033 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41051 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $41,051 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192419 | Total |
| Program Services | 192419 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10541 | Total |
| Management And General | 10541 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| MISCELLANEOUS | -168 | -168 |
| GRANTS PAYABLE DISC CHA | -3861 | -3861 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198931 | Total |
| Program Services | 192419 | ProgramServices |
| Management And General | 6512 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40349 | BOY |
| EOY | 44824 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2259267 | BOY |
| EOY | 2203977 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 977558 | BOY |
| EOY | 865787 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2750 | BOY |
| EOY | 1667 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3279924 | BOY |
| EOY | 3116255 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 66139 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 66139 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3278924 | BOY |
| EOY | 3050116 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3278924 | BOY |
| EOY | 3050116 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3279924 | BOY |
| EOY | 3116255 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -157880 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -70930 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160868942 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Amount | $60,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 60000 | SumOfAmounts |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| STATE OF ISRAEL BONDS | 175000 | C |
| PINEGROVE OFFSHORE | 258333 | F |
| FORESTER OFFSHORE | 216928 | F |
| SSGA REAL ASSETS | 215526 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 865787 | TotalOfBookValueSecurities |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE FOUNDATION IS AN EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE FOUNDATION HAS ALSO BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION. THE FOUNDATION IS REQUIRED TO FILE ANNUAL RETURNS WITH THE FEDERAL AND NEW YORK STATE TAXING AUTHORITIES. AT JUNE 30, 2012, THE FOUNDATION'S FEDERAL AND STATE ANNUAL RETURN ARE NO LONGER SUBJECT TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES FOR THE TAX YEARS PRIOR TO 2009. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS, INCLUDING THE TAX-EXEMPT STATUS OF THE FOUNDATION AS OF JUNE 30, 2012. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC | |||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | 160868942 | 501(C)(3) | 60000 | ANNUAL CAMPAIGN |
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER INC | |||||||
| 1200 EDGEWOOD AVE | ROCHESTER | NY | 14618 | 160743060 | 501(C)(3) | 6250 | ANNUAL CAMPAIGN |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | 521309391 | 501(C)(3) | 5000 | ANNUAL CAMPAIGN |
| JEWISH FAMILY SERVICE OF ROCHESTER INC | |||||||
| 441 EAST AVENUE | ROCHESTER | NY | 14607 | 160743059 | 501(C)(3) | 5000 | PASSPORT SERVICES PROGRAM |
| MONROE COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 228 EAST MAIN STREET | ROCHESTER | NY | 14604 | 161204210 | 501(C)(3) | 5000 | ANNUAL CAMPAIGN |
| ROCHESTER GENERAL HOSPITAL | |||||||
| 1299 PORTLAND AVE | ROCHESTER | NY | 14621 | 161455909 | 501(C)(3) | 50000 | LONG TERM GRANT. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE FOUNDATION'S BOARD OF DIRECTORS MEETS PERIODICALLY TO ASSESS GRANT REQUESTS OR MAKE GRANT DECISIONS. GRANTS ARE GENERALLY MADE FOR THE OVERALL USE BY THE ORGANIZATION. GRANTS MADE FOR A SPECIFIC PURPOSE ARE FOLLOWED UP ON BY THE BOARD. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LAWRENCE FINE | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 254304 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 26574 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 21944 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 4285 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 307107 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | THE SECRETARY OF THE BOARD IS COMPENSATED BY A RELATED ORGANIZATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY SELECT MEMBERS OF THE FINANCE COMMITTEE OF THE JEWISH COMMUNITY FEDERATION AND COPIES ARE MADE AVAILABLE TO THE BOARD MEMBERS PRIOR TO SUBMISSION. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE COMPLETED BY BOARD MEMBERS ANNUALLY AND REVIEWED BY THE BOARD CHAIR. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ADMINISTRATIVE OFFICES OF THE JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER, N.Y., INC. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -70,930. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI FINANCIAL STATEMENTS AND REPORTING, LINE 2C: | THE FINANCE COMMITTEE OF THE JEWISH COMMUNITY FEDERATION ASSUMES OVERSIGHT FOR THE AUDIT AND MAKES RECOMMENDATIONS TO THE BOARD FOR APPROVAL. | |
| FORM 990, PART XI FINANCIAL STATEMENTS AND REPORTING, LINE 2B: | THE FOUNDATION'S FINANCIAL STATEMENTS ARE COMBINED IN THE AUDITED FINANCIAL STATEMENTS OF THE JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY, INC. | AUDIT OF FINANCIAL STATEMENTS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC | ||||||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | 160868942 | DISTRIBUTIONS TO BENEFICIARIES | NY | 501(C)(3) | LINE 7 | 0 | |
| MICHAEL S ROSEN FOUNDATION | ||||||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | 161489035 | GRANTMAKING | NY | 501(C)(3) | LINE 11A, I | 0 | JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC |
| JEWISH WAR VETERANS OF USA MEMORIAL FOUNDATION INC | ||||||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | 161363822 | GRANTMAKING | NY | 501(C)(3) | LINE 11A, I | 0 | JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC |
| SARAH AND MORTON BRODSKY FAMILY FOUNDATION | ||||||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | 223265035 | GRANTMAKING | NY | 501(C)(3) | LINE 11A, I | 0 | JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC |
| THE GUTKIN FAMILY FOUNDATION | ||||||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | 161493549 | GRANTMAKING | NY | 501(C)(3) | LINE 11A, I | 0 | JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC |
| ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION | ||||||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | 161511792 | GRANTMAKING | NY | 501(C)(3) | LINE 11A, I | 0 | JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC |
| BRODSKY GROSSMAN SUPPORTING FOUNDATION | ||||||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | 161511860 | GRANTMAKING | NY | 501(C)(3) | LINE 11A, I | 0 | JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC |
| FUTERMAN SUPPORTING FOUNDATION INC | ||||||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | 161512426 | GRANTMAKING | NY | 501(C)(3) | LINE 11A, I | 0 | JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC |
| CORTLAND & ELLA BROVITZ FOUNDATION | ||||||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | 205392391 | GRANTMAKING | NY | 501(C)(3) | LINE 11A, I | 0 | JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC |
| BINIK-LEWINGER SUPPORTING FOUNDATION INC | ||||||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | 161331066 | GRANTMAKING | NY | 501(C)(3) | LINE 11A, I | 0 | JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC |
| SHARON AND NEIL NORRY FAMILY | ||||||||||
| 441 EAST AVE | ROCHESTER | NY | 14607 | 205948486 | GRANTMAKING | NY | 501(C)(3) | LINE 11A, I | 0 | JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 60000 | AmountInvolved |
| Method Of Amt Determination | CASH GRANT | MethodOfAmtDetermination |