2012-05-14T10:47:10-05:00 2011-06-30 DEJOY KNAUF & BLOOD LLP 39 STATE STREET SUITE 600 ROCHESTER NY 14614 990 2010-07-01 160868942 JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC JEWI 5854610490 441 EAST AVENUE ROCHESTER NY 14607 LAWRENCE FINE 5854610490 2012-05-10 1 TIMOTHY P THANEY CPA 5855461840 2012-05-10 2010 2016-02-24 21:20:13Z LAWRENCE FINE 441 EAST AVENUE ROCHESTER NY 14607 6251900 0 X WWW.JEWISHROCHESTER.ORG X 1961 NY FUNDRAISING, PLANNING AND COMMUNITY RELATIONS SERVING THE JEWISH COMMUNITY OF ROCHESTER, NY. 89 88 26 200 0 0 7187329 5683534 16725 14680 267880 360738 110957 182858 7582891 6241810 3444420 5262560 0 0 1613496 1592332 0 0 411159 936447 989114 5994363 7844006 1588528 -1602196 27381251 30509525 3933885 4215853 23447366 26293672 X THE MISSION OF THE JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER IS TO ENRICH THE QUALITY OF LIFE FOR JEWS IN ROCHESTER, ISRAEL AND AROUND THE WORLD. THE FEDERATION MEETS THIS GOAL THROUGH FINANCIAL RESOURCE DEVELOPMENT, PLANNING, EDUCATION, COMMUNITY RELATIONS, AND VOLUNTEER RECRUITMENT AND TRAINING. THE FEDERATION CONVENES IN AGENCIES, SYNAGOGUES, AND ORGANIZATIONS TO ADDRESS ISSUES OF COMMON CONCERN. TOGETHER, WE TRANSFORM JEWISH TRADITION AND VALUES INTO ACTION. 0 0 5262560 5262560 DISTRIBUTIONS TO BENEFICIARIES - ANNUAL ALLOCATIONS TO QUALIFIED JEWISH ORGANIZATIONS. 291514 EDUCATIONAL SERVICES - PROFESSIONAL DEVELOPMENT PROGRAMS & COURSES FOR TEACHERS, MIDRASH H.S. IN ROCHESTER FOR JEWISH STUDENTS AND EDUCATIONAL PROGRAMS FOR COMMUNITY ON THE HOLOCAUST. 184459 FOUNDATION DEVELOPMENT - PROGRAMS TO ASSIST IN THE DEVELOPMENT AND GROWTH OF JEWISH ORGANIZATIONS. 721279 158518 PLANNING AND BUDGETING, COMMUNITY RELATIONS, CENTER FOR HOLOCAUST AWARENESS, HUMAN RESOURCE DEVELOPMENT, WOMEN'S DIVISION, PASSPORT 2000, ISRAEL, YOUNG LEADERSHIP DIVISION, ETC.) 721279 158518 6459812 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 19 0 1 26 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 89 88 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X JEANINE VENDETTA 5854610490 441 EAST AVENUE ROCHESTER NY 14607 MR RICHARD GOLDSTEIN 0.50 X X 0 0 0 MR MICHAEL D GROSSMAN 0.50 X X 0 0 0 MR HOWARD KONAR 0.50 X X 0 0 0 MR LEWIS NORRY 0.50 X X 0 0 0 MS CAROLYN NUSSBAUM 0.50 X X 0 0 0 MS HANNAH ROSENBLATT 0.50 X X 0 0 0 MS LESLIE CRANE 0.50 X X 0 0 0 MRS MONA FRIEDMAN KOLKO 0.50 X X 0 0 0 MR MARC HAAS 0.50 X X 0 0 0 MRS BLANCHE FENSTER 0.50 X X 0 0 0 MR LAWRENCE W FINE 37.50 X X 263970 0 22663 MR JOHN W AUGUST 0.50 X 0 0 0 MR REUBEN AUSPITZ 0.50 X 0 0 0 DR RICKI BIRNBAUM 0.50 X 0 0 0 MR STUART BLUME 0.50 X 0 0 0 MR DAAN BRAVEMAN 0.50 X 0 0 0 MS RINA CHESSIN 0.50 X 0 0 0 MR DAVID CLAR 0.50 X 0 0 0 MS DONNA COHEN 0.50 X 0 0 0 MR DAVID FELDMAN 0.50 X 0 0 0 RABBI MATTHEW FIELD 0.50 X 0 0 0 MS JANET FINK 0.50 X 0 0 0 DR JACOB FINKELSTEIN 0.50 X 0 0 0 MR ASHER FLAUM 0.50 X 0 0 0 DR DEBORAH FRIEDMAN 0.50 X 0 0 0 MR RONALD FURMAN 0.50 X 0 0 0 MR ELI N FUTERMAN 0.50 X 0 0 0 MR LAURENCE GLAZER 0.50 X 0 0 0 MS RACHEL GLAZER 0.50 X 0 0 0 DR DANIEL GLOWINSKY 0.50 X 0 0 0 MR JERRY GOLDMAN 0.50 X 0 0 0 MS DEBORAH GORDON 0.50 X 0 0 0 MR F KENNETH GREENE 0.50 X 0 0 0 MR HOWARD J GROSSMAN 0.50 X 0 0 0 MS JAMES GROSSMAN 0.50 X 0 0 0 MR FRANK HAGELBERG 0.50 X 0 0 0 MS HARRIETTE HOWITT 0.50 X 0 0 0 MS HOPE KANTOR 0.50 X 0 0 0 RABBI ALAN KATZ 0.50 X 0 0 0 MR DENNIS KESSLER 0.50 X 0 0 0 MR ALAN KINEL 0.50 X 0 0 0 MR DAVID KLEIN 0.50 X 0 0 0 MR BURTON KLEINMAN 0.50 X 0 0 0 MR ARNOLD KLINSKY 0.50 X 0 0 0 MR MARK KOLKO 0.50 X 0 0 0 MR LAURENCE KOVALSKY 0.50 X 0 0 0 MS PAULINA KOVALSKY 0.50 X 0 0 0 MRS DEBORAH GLANDSMAN 0.50 X 0 0 0 MR MARSHALL LESSER 0.50 X 0 0 0 DR STEVEN LEVINSON 0.50 X 0 0 0 MR LIMOR MADEB 0.50 X 0 0 0 MR RICHARD MARKUS 0.50 X 0 0 0 MR DOUGLAS MILLER 0.50 X 0 0 0 MR MITCHELL NUSBAUM 0.50 X 0 0 0 MS BARBARA ORENSTEIN PRESENT 0.50 X 0 0 0 MR MATTHEW ROSENBAUM 0.50 X 0 0 0 MS NAOMI SILVER 0.50 X 0 0 0 MR JUSTIN VIGDOR 0.50 X 0 0 0 DR ERIC WEINBERG 0.50 X 0 0 0 MS LORRAINE P WOLCH 0.50 X 0 0 0 MR MARVIN WOLK 0.50 X 0 0 0 MRS BJ YUDELSON 0.50 X 0 0 0 DR PETER ADELSTEIN 0.50 X 0 0 0 MRS ETTA ATKIN 0.50 X 0 0 0 MR JAY BIRNBAUM 0.50 X 0 0 0 MRS ROBERTA BORG 0.50 X 0 0 0 MR SIMON BRAITMAN 0.50 X 0 0 0 MRS BETH BRUNER 0.50 X 0 0 0 MR JACK ERDLE 0.50 X 0 0 0 MR HAROLD FEINBLOOM 0.50 X 0 0 0 MR PAUL GOLDBERG 0.50 X 0 0 0 MR JOHN L GOLDMAN 0.50 X 0 0 0 MR BURTON GORDON 0.50 X 0 0 0 MR ROBERT GORDON 0.50 X 0 0 0 MS EILEEN B GROSSMAN 0.50 X 0 0 0 MRS ROCHELLE GUTKIN 0.50 X 0 0 0 MS HELEN HECKER 0.50 X 0 0 0 MR WARREN H HEILBRONNER 0.50 X 0 0 0 MS SHEILA KONAR 0.50 X 0 0 0 MR WILLIAM B KONAR 0.50 X 0 0 0 MR MERWYN M KROLL 0.50 X 0 0 0 MR ELLIOTT LANDSMAN 0.50 X 0 0 0 MR BERYL NUSBAUM 0.50 X 0 0 0 MR NATHAN ROBFOGEL 0.50 X 0 0 0 MR JERALD ROTENBERG 0.50 X 0 0 0 MR IRVING RUDERMAN 0.50 X 0 0 0 DR MORRIS SHAPIRO 0.50 X 0 0 0 MS LINDA CORNELL WEINSTEIN 0.50 X 0 0 0 MR SEYMOUR WEINSTEIN 0.50 X 0 0 0 JEANINE VENDETTA 37.50 X 90970 0 11426 JAY PODOLSKY 37.50 X 112750 0 13283 JUDITH AZOFF 37.50 X 111725 0 13201 579415 0 60573 3 0 1 0 0 873018 4810516 5683534 TUITION AND GRANT INCO 611600 14680 14680 14680 370828 370828 39020 39020 39020 39020 10090 -10090 -10090 -10090 MISCELLANEOUS INCOME 900099 143838 143838 143838 6241810 158518 0 399758 5262560 5262560 318835 79709 111592 127534 1002245 662529 287784 51932 118585 62039 25738 30808 68123 37894 15997 14232 84544 45312 15463 23769 6572 6572 34943 27874 7069 103024 103024 15654 3207 12447 76700 10861 61312 4527 18089 18089 PROGRAMS AND EVENTS 327693 169777 23642 134274 NATIONAL DUES EXPENSE 161940 161940 BAD DEBT EXPENSE 82669 82669 EQUIPMENT RENTALS, REPA 34973 28198 3387 3388 POSTAGE 26033 14664 1803 9566 100824 55188 34507 11129 7844006 6459812 973035 411159 710823 405557 693725 1354970 3268122 2762714 39488 38694 53164 143034 2198670 1395221 872178 803449 15233655 17872627 5401796 5865641 1108300 1262839 27381251 30509525 97587 482659 3463085 3263564 169256 233165 203957 236465 3933885 4215853 X 13698685 14984984 5815241 7043019 3933440 4265669 23447366 26293672 27381251 30509525 X -1602196 4448502 X X 0 1 1 X 0 X 12189774 9122407 5239938 7188401 5683534 39424054 12189774 9122407 5239938 7188401 5683534 39424054 39424054 386287 486310 486870 351868 370828 2082163 99510 39020 97119 109885 197538 543072 42049289 0.93760 0.94540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99 767595 2069671 10262751 1 1 9748681 596694 1994771 957035 74423 11308688 6344538 61595 3778465 379029 56888 9748681 8539302 201743 -1871827 524680 6344538 0.00000 0.38000 0.62000 0 0 136500 136500 1623299 1254676 368623 438871 140545 298326 803449 ISRAEL BONDS 815500 C HEDGE FUNDS 5050141 F 5865641 AMOUNTS HELD FOR OTHERS 236465 236465 6241810 7844006 -1602196 4448502 4448502 2846306 10690312 4448502 4448502 6241810 0 6241810 7844006 0 7844006 0 7844006 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT ACTIVITIES OF THE FEDERATION AND RELATED GRANTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FEDERATION IS AN EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE FEDERATION HAS ALSO BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION. THE FEDERATION IS REQUIRED TO FILE ANNUAL RETURNS WITH THE FEDERAL AND NEW YORK STATE TAXING AUTHORITIES. AT JUNE 30, 2011, THE FEDERATION'S FEDERAL AND STATE ANNUAL RETURN REMAIN OPEN FOR EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES FOR THE 2008 THROUGH 2011 FISCAL YEARS. MANAGEMENT HAS DETERMINED THAT THE FEDERATION HAS NO UNCERTAIN TAX POSITIONS, INCLUDING THE TAX-EXEMPT STATUS OF THE FEDERATION AS OF JUNE 30, 2011. 1 AMERICAN FRIENDS OF THE ARIELA FOUNDATION 139 S BEVERLY DRIVE STE215 BEVERLY HILLS CA 90212 264084593 501(C)(3) 5000 GENERAL PURPOSES CHABAD LUBAVITCH OF ROCHESTER 1037 WINTON ROAD SOUTH ROCHESTER NY 14618 112608573 501(C)(3) 60693 GENERAL PURPOSES CLAL 440 PARK AVENUE SOUTH 4TH FLOOR NEW YORK NY 10016 237390358 501(C)(3) 10000 ANNUAL CAMPAIGN GEVA THEATER 75 WOODBURY BLVD ROCHESTER NY 14607 237202906 501(C)(3) 12750 GENERAL PURPOSES FINGER LAKES CHAMBER MUSIC PO BOX 605 PENN YAN NY 14527 208357793 501(C)(3) 8500 GENERAL PURPOSES JEWISH COMMUNITY CENTER 1200 EDGEWOOD AVENUE ROCHESTER NY 146185408 160743060 501(C)(3) 33384 GENERAL PURPOSES JEWISH COMMUNITY FEDERATION 441 EAST AVENUE ROCHESTER NY 14607 160868942 501(C)(3) 148732 GENERAL PURPOSES JEWISH FAMILY SERVICE 441 EAST AVENUE ROCHESTER NY 146071998 160743059 501(C)(3) 53493 GENERAL PURPOSES JEWISH HOME FOUNDATION 2021 WINTON ROAD SO ROCHESTER NY 146183957 160743058 501(C)(3) 24286 GENERAL PURPOSES LASS GIRLS INC 120 CORAL WAY ROCHESTER NY 14618 273746810 501(C)(3) 8468 GENERAL PURPOSES MEMORIAL ART GALLERY 500 UNIVERSITY AVE ROCHESTER NY 14607 160743209 501(C)(3) 10600 GENERAL PURPOSES METLIFE INS CO 13045 TESSON FERRY ROAD ST LOUIS MO 63128 135581829 501(C)(3) 8975 GENERAL PURPOSES SMITHSONIAN INSTITUTION 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 530206027 501(C)(3) 5000 GENERAL PURPOSES NATIONAL RAMAH COMMISSION 3080 BROADWAY NEW YORK NY 10027 136161110 501(C)(3) 10000 GENERAL PURPOSES ORANIM 5035 MAYFIELD ROAD 230 LYNDHURST OH 44124 501(C)(3) 6200 GENERAL PURPOSES ROCHESTER AREA COMMUNITY FOUNDATION 500 EAST AVENUE FINANCE DEPARTMENT ROCHESTER NY 14607 237250641 501(C)(3) 13440 GENERAL PURPOSES ROCHESTER ORATORIO SOCIETY 1050 EAST AVENUE ROCHESTER NY 14607 166052456 501(C)(3) 25000 GENERAL PURPOSES RUSSIAN AMERICAN CULTURAL HERITAGE CENTER 520 E76 TH STREET STEE NEW YORK NY 10021 131021291 501(C)(3) 10000 GENERAL PURPOSES ROCHESTER PHILHARMONIC ORCHESTRA 108 EAST AVENUE ROCHESTER NY 14604 160765613 501(C)(3) 26900 GENERAL PURPOSES TEMPLE BETH EL 139 WINTON RD S ROCHESTER NY 146102945 160773643 501(C)(3) 39611 GENERAL PURPOSES TEMPLE B'RITH KODESH 2131 ELMWOOD AVENUE ROCHESTER NY 146181021 160743199 501(C)(3) 14045 GENERAL PURPOSES JFNA PO BOX 157 NEW YORK NY 10268 131624240 501(C)(3) 2266083 GENERAL PURPOSES THE METROPOLITAN OPERA 10 LINCOLN CENTER PLAZA NEW YORK NY 10023 131624087 501(C)(3) 1023448 BOARD GIFT PLEDGE AND GENERAL SUPPORT UJA FEDERATION 441 EAST AVENUE ROCHESTER NY 14607 160868942 501(C)(3) 852631 ANNUAL CAMPAIGN UNITED WAY 75 COLLEGE AVENUE ROCHESTER NY 146071009 161015782 501(C)(3) 10994 ANNUAL CAMPAIGN UNIVERSITY OF ROCHESTER 300 E RIVER RD STE 208 DEVELOPMENT OFFICE PO BOX 278996 ROCHESTER NY 14627 160743209 501(C)(3) 25350 SCHOOL OF MEDICINE GRANT WXXI 280 STATE ST ROCHESTER NY 14614 160838086 501(C)(3) 15431 GENERAL PURPOSES 25 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS ARE GIVEN TO TAX EXEMPT ORGANIZATIONS IN THE UNITED STATES AFTER CAREFUL REVIEW OF THEIR ACTIVITIES BY MEMBERS OF THE BOARD AND CERTAIN COMMITTEE MEMBERS. OTHER INFORMATION: PART IV: JEWISH FEDERATION OF GREATER ROCHESTER PROVIDES GRANTS REPORTED ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) BOTH 501 (C) (3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. X X X 0 0 0 0 0 0 0 0 0 MR LAWRENCE W FINE 230000 0 0 0 33970 0 18400 0 4263 0 286633 0 0 0 X 9 663606 FAIR MARKET VALUE 0 1 0 THIRD PARTY USE: PART I, LINE 32B: THE INVESTMENT AND ACCEPTANCE COMMITTEE WILL REVIEW ANY GIFTS PRIOR TO FORMAL ACCEPTANCE. FORM 990, PART VI, SECTION A, LINE 2 CERTAIN DIRECTORS OF THE BOARD ARE MEMBERS OF THE SAME FAMILY AND OTHERS ARE EMPLOYEES OF THE SAME COMPANY. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY SELECT MEMBERS OF THE FINANCE COMMITTEE AND MADE AVAILABLE TO BOARD MEMBERS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS PREPARED ANNUALLY BY EACH MEMBER AND REVIEWED BY THE PRESIDENT OF THE BOARD AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY A SPECIAL SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE AND THE PERSONNEL COMMITTEE CHAIRPERSON MEETING ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION REGARDING THE JEWISH COMMUNITY FEDERATION IS AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 4,448,502. THE FINANCE COMMITTEE ASSUMES OVERSIGHT FOR THE AUDIT AND MAKES RECOMMENDATIONS TO THE BOARD FOR APPROVAL. MICHAEL S ROSEN FOUNDATION 441 EAST AVE ROCHESTER NY 14617 161489035 GRANTMAKING NY 501(C)(3) 11A JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 SIMON AND JOSEPHINE BRAITMAN FAMILY SUPPORTING FOUNDATION 441 EAST AVE ROCHESTER NY 14617 161613897 GRANTMAKING NY 501(C)(3) 11A JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 BINIK-LEWINGER SUPPORTING FOUNDATION 441 EAST AVE ROCHESTER NY 14617 161331066 GRANTMAKING NY 501(C)(3) 11A JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 JEWISH WAR VETERANS OF USA MEMORIAL FOUNDATION 441 EAST AVE ROCHESTER NY 14617 161363822 GRANTMAKING NY 501(C)(3) 11A JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 THE GUTKIN FAMILY FOUNDATION 441 EAST AVE ROCHESTER NY 14617 161493549 GRANTMAKING NY 501(C)(3) 11A JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION 441 EAST AVE ROCHESTER NY 14617 161511792 GRANTMAKING NY 501(C)(3) 11A JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 BRODSKY GROSSMAN SUPPORTING FOUNDATION INC 441 EAST AVE ROCHESTER NY 14617 161511860 GRANTMAKING NY 501(C)(3) 11A JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 FUTERMAN SUPPORTING FOUNDATION INC 441 EAST AVE ROCHESTER NY 14617 161512426 GRANTMAKING NY 501(C)(3) 11A JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 CORTLAND & ELLA BROVITZ FOUNDATION 441 EAST AVE ROCHESTER NY 14617 205392391 GRANTMAKING NY 501(C)(3) 11A JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 SHARON AND NEIL NORRY FAMILY 441 EAST AVE ROCHESTER NY 14617 205948486 GRANTMAKING NY 501(C)(3) 11A JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 SARA AND MORTON BRODSKY FAMILY FOUNDATION 441 EAST AVE ROCHESTER NY 14617 223265035 GRANTMAKING NY 501(C)(3) 11A JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE FUTERMAN SUPPORTING FOUNDATION C 148000 CASH THE BRODKSY GROSSMAN SUPPORTING FOUNDATION C 75000 CASH THE BINIK-LEWINGER SUPPORTING FOUNDATION C 70000 CASH THE BRAITMAN SUPPORTING FOUNDATION C 58000 CASH THE KOZEL SUPPORTING FOUNDATION C 57000 CASH