2023-11-13T14:10:52-06:00 2022-12-31 161131146 BONADIO & CO LLP 100 CORPORATE PARKWAY SUITE 200 AMHERST NY 14226 990 2022-01-01 166023261 FOUNDATION FOR JEWISH PHILANTHROPIES INC FOUN 7162041133 2640 NORTH FOREST ROAD 200 GETZVILLE NY 140681573 IRVING LEVY EXECUTIVE DIRECTOR 7162041133 2023-11-09 1 IRVING LEVY 999009999 0 JUSTIN N REID P01321869 7162506600 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z IRVING LEVY 2640 NORTH FOREST ROAD 200 GETZVILLE NY 140681573 61839034 0 X WWW.JEWISHPHILANTHROPIES.ORG X 1911 NY THE ORGANIZATION IS A NOT-FOR-PROFIT, PUBLIC CHARITY ESTABLISHED IN 1911 TO PROVIDE FOR THE QUALITY AND CONTINUITY OF JEWISH LIFE IN WESTERN NEW YORK AND AROUND THE WORLD THROUGH PRIVATE PHILANTHROPY. THE FOUNDATION SEEKS, ACCEPTS, MANAGES, AND DISTRIBUTES CHARITABLE LEGACIES, BEQUESTS, TRUSTS, ENDOWMENTS, AND OTHER PHILANTHROPICAL FUNDS FOR THE BENEFIT OF THE COMMUNITY. 23 23 13 26 0 0 21767769 8633921 315191 437711 3212448 1770205 508945 560016 25804353 11401853 29786554 34898255 0 0 723962 734063 0 0 141403 1741039 1995546 32251555 37627864 -6447202 -26226011 249898212 239988540 104349618 133147127 145548594 106841413 X SEE SCHEDULE OTHE ORGANIZATION IS A NOT-FOR-PROFIT, PUBLIC CHARITY ESTABLISHED IN 1911 TO PROVIDE FOR THE QUALITY AND CONTINUITY OF JEWISH LIFE IN WESTERN NEW YORK AND AROUND THE WORLD THROUGH PRIVATE PHILANTHROPY. THE FOUNDATION SEEKS, ACCEPTS, MANAGES, AND DISTRIBUTES CHARITABLE LEGACIES, BEQUESTS, TRUSTS, ENDOWMENTS, AND OTHER PHILANTHROPICAL FUNDS FOR THE BENEFIT OF THE COMMUNITY. 0 0 37174639 34898255 997727 THE FOUNDATION OPERATES AS A PUBLIC CHARITY TO SEEK, ACCEPT, MANAGE, AND DISTRIBUTE LEGACIES, BEQUESTS, ENDOWMENTS, TRUSTS, DONOR-ADVISED, RESTRICTED, AND OTHER PHILANTHROPIC FUNDS. THE FOUNDATION DEVELOPS AND MANAGES ENDOWMENT FUNDS FOR JEWISH AND NON JEWISH SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES, AND SYNAGOGUES. IT OFFERS A VARIETY OF PLANNED GIVING SERVICES FOR DONORS AND CONDUCTS A GRANT MAKING PROGRAM FOR THE DISTRIBUTION OF FUNDS FOR BROAD CHARITABLE PURPOSES. 37174639 1 1 0 0 0 1 0 0 1 1 1 1 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 16 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X X IRVING LEVY EXECUTIVE DIRECTOR 7162041133 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 14068 JONATHAN SCHECHTER PRESIDENT 1.00 X X 0 0 0 ALISON KEANE VICE PRESIDENT 1.00 X X 0 0 0 PETER WEINMANN VICE PRESIDENT 1.00 X X 0 0 0 CRAIG SMALL SECRETARY 1.00 X X 0 0 0 DANIEL KESTER TREASURER 1.00 X X 0 0 0 SUSAN FREED DIRECTOR 1.00 X 0 0 0 SCOTT GOLDMAN DMD DIRECTOR 1.00 X 0 0 0 ESTHER QUARTARONE DIRECTOR 1.00 X 0 0 0 ERIC RECOON DIRECTOR 1.00 X 0 0 0 DR BRIAN SNYDER DIRECTOR 1.00 X 0 0 0 MICHAEL JOSEPH DIRECTOR 1.00 X 0 0 0 JOEL PAULL DIRECTOR 1.00 X 0 0 0 ALAN ROSENHOCH DIRECTOR 1.00 X 0 0 0 BRUCE LEVINE DIRECTOR 1.00 X 0 0 0 JORDANA MAISEL DIRECTOR 1.00 X 0 0 0 SANATH RAJAPASKE DIRECTOR 1.00 X 0 0 0 RICHARD STEINBERG DIRECTOR 1.00 X 0 0 0 MELISSA STEVENER DIRECTOR 1.00 X 0 0 0 ARNOLD KAHN HONORARY TRUSTEE 1.00 X 0 0 0 RICHARD ZAKALIK HONORARY TRUSTEE 1.00 X 0 0 0 DAVID FEUERSTEIN HONORARY TRUSTEE 1.00 X 0 0 0 LENORE LEVY HONORARY TRUSTEE 1.00 X 0 0 0 DONALD KOHNSTAMM HONORARY TRUSTEE 1.00 X 0 0 0 IRVING LEVY EXECUTIVE DIRECTOR 40.00 X 194589 0 19565 CORTNEY HEITZMAN CONTROLLER 40.00 X 63180 0 10210 257769 0 29775 1 0 1 0 0 8633921 1158964 8633921 FUND CHARGES 561000 437711 437711 437711 2035006 2035006 50172380 50437181 -264801 -264801 -264801 INCOME FROM DISREGARDED ENTITIES 561000 560016 560016 560016 11401853 997727 0 1770205 34657835 34657835 102300 102300 138120 138120 274224 88681 133758 51785 340460 160172 117239 63049 69944 27899 28692 13353 49435 20014 20186 9235 30568 29345 917 306 39900 38304 1197 399 9500 9120 285 95 57546 55245 1726 575 10671 10244 321 106 151114 145068 4534 1512 16860 16185 506 169 7945 7628 238 79 50244 48235 1507 502 LIFE INSURANCE PREMIUMS 1597332 1597332 EQUIPMENT RENTAL AND MA 15744 15115 472 157 MISCELLANEOUS 8122 7797 244 81 37627864 37174639 311822 141403 20927883 3207548 4934595 9096268 3096104 2910638 7275841 7683526 414626 397380 84212 17246 120542034 125633253 31997002 32809767 61040541 58630294 249898212 239988540 2296237 21146057 77074686 89219787 24978695 22781283 104349618 133147127 X 111712228 72485326 33836366 34356087 145548594 106841413 249898212 239988540 X -26226011 -12210850 -270320 X X 0 1 X 1 0 X 5846563 9140740 4017402 22082960 9071632 50159297 5846563 9140740 4017402 22082960 9071632 50159297 19301869 30857428 5076790 3302115 2045867 3721393 2330221 16476386 2603660 1550000 4709258 8862918 75498601 0.40870 0.37940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: DEATH BENEFITS - 2018 AMOUNT: $ 2,603,660. 2019 AMOUNT: $ 1,550,000. 2020 AMOUNT: $ 4,709,258. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 231 2966827 33728057 94061329 1 1 0 1 X 33836366 5692346 -2937315 2235310 34356087 28423289 721394 2945801 1745882 33836366 26746067 145596 2053032 521406 28423289 22245007 1402647 2488125 610287 26746067 21864483 2348342 -780818 1187000 22245007 0 0 414626 397380 17246 17246 70 SHARES BERSKIRE HATHAWAY INC. CLASS A 32809767 F 32809767 CASH SURRENDER VALUE LIFE INSURANCE 3003324 OTHER ASSETS 2204015 LIFE SETTLEMENT CONTRACTS 11383270 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 25765272 BUILDINGS OWNED BY LLC'S 16274413 58630294 LIABILITY TO DONORS 22781283 22781283 PART IV, LINE 2B: THE FOUNDATION FOR JEWISH PHILANTHROPIES MANAGES ENDOWMENT AND QUASI-ENDOWMENT FUNDS FOR VARIOUS OTHER SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS, TEMPLES, AND SYNAGOGUES. THE FOUNDATION PROVIDES INVESTMENT AND OTHER FUND MANAGEMENT SERVICES TO THESE ORGANIZATIONS UNDER AGREEMENTS, WHICH SPECIFY CHARGES AND FEES, WHERE APPLICABLE. SINCE THESE FUNDS REMAIN UNDER THE CONTROL OF THE AGENCIES, THEY ARE SHOWN AS FUNDS HELD ON BEHALF OF OTHER ORGANIZATIONS. PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ASSETS AGAINST INFLATION. AN ADDITIONAL OBJECTIVE IS TO MAXIMIZE TOTAL RETURN, IN THE FORM OF INCOME, CAPITAL APPRECIATION OR BOTH, CONSISTENT WITH THE LEVEL OF RISK TAKEN. EARNINGS AND LOSSES ON THE INVESTMENT FUNDS ARE RECORDED IN THE NET ASSETS WITH DONOR RESTRICTIONS CATEGORY IN COMPLIANCE WITH THE RESTRICTIONS OVER EARNINGS AS SPECIFIED BY THE DONOR. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS 138120 0 0 0 0 0 0 138120 0 138120 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL SUPPORT 117120 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL SUPPORT 21000 WIRE TRANSFER 0 5 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PART I, LINE 2 REASONABLE MEASURES ARE TAKEN TO ENSURE THAT GRANTS ARE BEING USED FOR THEIR INTENDED PURPOSE, TO ENSURE THAT APPROPRIATE USE OF GRANT FUND, THE ORGANIZATION HAS SPECIFIC PROCEDURES FOR MAKING GRANTS. WITH EACH GRANT MADE, THE CONDITIONS OF SUCH ARE SPECIFIED IN A GRANT LETTER. 0 ADVOCACY CENTER OF TOMPKINS COUNTY PO BOX 164 ITHACA NY 14851 222237195 501(C)(3) 10000 0 GENERAL PURPOSES AJC WEST COAST FLORIDA 1605 MAIN STREET SUITE 612 SARASOTA FL 34236 135563393 501(C)(3) 32000 0 GENERAL PURPOSES ALBRIGHT-KNOX ART GALLERY PO BOX 8000 DEPARTMENT 028 BUFFALO NY 14267 166001555 501(C)(3) 55820 0 GENERAL PURPOSES ALGONQUIN CAMPERSHIP FUND - ROCHESTER AREA COMMUNITY FOUNDATION 500 EAST AVENUE ROCHESTER NY 14607 237250641 501(C)(3) 10500 0 GENERAL PURPOSES AMERICAN FRIENDS OF CHABAD OF THAILAND 80 SHORE RD PORT WASHINGTON NY 11050 030498942 501(C)(3) 24780 0 GENERAL PURPOSES AMERICAN JEWISH COMMITTEE THE JACOB BLAUSTEIN COMMITTEE165 EAST 56TH STREET NEW YORK NY 100222746 135563393 501(C)(3) 50200 0 GENERAL PURPOSES AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 220 E 42ND STREETSUITE 400 NEW YORK NY 10017 131656634 501(C)(3) 6800 0 GENERAL PURPOSES AMERICAN RED CROSS PO BOX 37840 BOONE IA 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501(C)(3) 23751 0 GENERAL PURPOSES CROHN'S AND COLITIS FOUNDATION OF AMERICA 45 WILSON AVENUE MANALAPAN NJ 07726 136193105 501(C)(3) 6000 0 GENERAL PURPOSES DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 042263040 501(C)(3) 1000000 0 GENERAL PURPOSES DAVID GORDON LOUIS DANIEL FOUNDATION PO BOX 7137 MCLEAN VA 22106 201562086 501(C)(3) 10000 0 GENERAL PURPOSES DISCOVERY TRAIL 159 SAPSUCKER WOODS ROAD ITHACA NY 14850 261208633 501(C)(3) 29000 0 GENERAL PURPOSES DOCTORS WITHOUT BORDERS PO BOX 5022 HAGERSTOWN MD 21741 133433452 501(C)(3) 6050 0 GENERAL PURPOSES EAGLES' WINGS - ROBERT STEARNS INT'L PO BOX 450 CLARENCE NY 14031 161462696 501(C)(3) 50000 0 GENERAL PURPOSES ELMWOOD FRANKLIN SCHOOL 104 NEW AMSTERDAM AVENUE BUFFALO NY 14216 160743000 501(C)(3) 6600 0 GENERAL PURPOSES ERIE COUNTY SPCA 300 HARLEM ROAD WEST SENECA NY 14224 160425315 501(C)(3) 103750 0 GENERAL PURPOSES ETZ CHAIM CHARITY FUND 19 SHONNY COURT LAKEWOOD NJ 08701 223888088 501(C)(3) 6600 0 GENERAL 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TO ENSURE THE APPROPRIATE USE OF GRANT FUND, THE ORGANIZATION HAS SPECIFIC PROCEDURES FOR MAKING GRANTS. WITH EACH GRANT MADE, THE CONDITIONS OF SUCH ARE SPECIFIED IN A GRANT LETTER. 1 X X X X 0 0 0 0 0 0 0 0 0 IRVING LEVY EXECUTIVE DIRECTOR 194589 0 0 0 0 0 0 0 19565 0 214154 0 0 0 X 79 1158964 MEDIANPRICE GIFTDATE 0 1 1 PART I, LINE 32B: BROKERS ARE USED TO SELL NON CASH DONATIONS OF SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE TOP FINANCIAL OFFICIAL AND THEN BY THE BOARD PRESIDENT. PRIOR TO FILING, COPIES OF FORM 990 ARE PROVIDED TO ALL BOARD MEMBERS FOR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS FURNISHED TO EACH TRUSTEE, OFFICER, COMMITTEE MEMBER, AND EMPLOYEE. ALL PARTIES ARE EDUCATED ABOUT THE IMPORTANCE OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND ARE SUBJECT TO DISCIPLINARY ACTION IF THEY FAIL TO ADHERE TO IT. EACH PERSON SIGNS AN ANNUAL COMPLIANCE AGREEMENT ACKNOWLEDGING RECEIPT OF THIS POLICY AND AGREEING TO ABIDE BY IT. AN INTERESTED PERSON MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND ANY MATERIAL FACT WHICH MAY RELATE TO ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE CEO, THE BOARD OR ANY APPROPRIATE COMMITTEE AT THE BEGINNING OF THE BOARD'S OR SUCH COMMITTEE'S CONSIDERATION OR REVIEW OF ANY PROPOSED OR EXISTING TRANSACTION OR AS SOON AS HE/SHE FIRST BECOMES AWARE OF IT. AFTER THE CEO OR AN INTERESTED PERSON DISCLOSES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR ANY MATERIAL FACT, WHICH MAY RELATE THERETO THE BOARD OR ANY APPROPRIATE COMMITTEE, SAID BOARD OR COMMITTEE WILL DISCUSS SAID DISCLOSURE WITH THE INTERESTED PERSON. THEN THE INTERESTED PERSON WILL LEAVE THE BOARD OR COMMITTEE MEETING. THE BOARD OR COMMITTEE WILL DISCUSS THE DISCLOSURE AND VOTE. THE BOARD OR COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF ALL OF ITS REMAINING MEMBERS IF A CONFLICT OF INTEREST EXISTS; PROVIDED, HOWEVER, THAT IF A TRANSACTION WOULD CONSTITUTE A RELATED PARTY TRANSACTION UNDER THE NEW YORK NOT-FOR- PROFIT CORPORATION LAW, A CONFLICT OF INTEREST WILL BE DEEMED TO EXIST. IF THE BOARD OR A COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST DOES IN FACT EXIST, THEN THE FOUNDATION WILL TAKE THE FOLLOWING STEPS: 1. THE BOARD OR COMMITTEE WILL INVESTIGATE ALTERNATIVES TO THE PROPOSED OR EXISTING TRANSACTION. 2. AFTER EXERCISING DUE DILIGENCE AND AFTER ASSURING ITSELF THAT IT IS ACTING IN COMPLIANCE WITH FOUNDATION POLICIES, THE BOARD OR COMMITTEE WILL OBTAIN AND RELAY UPON APPROPRIATE DATA AS TO COMPARABILITY WITH AN APPROPRIATE MARKET. 3. AFTER EXERCISING DUE DILIGENCE AND ENSURING COMPLIANCE WITH FOUNDATION POLICIES, THE BOARD OR COMMITTEE WILL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH REASONABLE EFFORTS FROM ANY PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4. THE BOARD OR COMMITTEE WILL DETERMINE: (A) WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE FOUNDATION AND IN THE FOUNDATION'S BEST INTEREST AND (B) WHETHER TO ENTER INTO OR CONTINUE SAID TRANSACTION. THE BOARD OR COMMITTEE MINUTES WILL CONTAIN: (1) THE NAMES OF THE PERSONS WHO DISCLOSE OR OTHERWISE ARE IDENTIFIED AS HAVING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST (2) IN SUMMARY FORM, THE NATURE OF THE INTEREST AND ACTIONS TAKEN (IF ANY) BY THE BOARD OR COMMITTEE TO DETERMINE WHETHER A CONFLICT ACTUALLY EXISTED (3) THE OUTCOME OF THE BOARD'S OR COMMITTEE'S VOTE AS TO WHETHER A CONFLICT OF INTEREST ACTUALLY EXISTED (4) IN SUMMARY FORM, THE STEPS AND ACTIONS TAKEN (IF ANY) BY THE BOARD OR COMMITTEE TO ADDRESS THE CONFLICT AND INVESTIGATE ALTERNATIVES TO IT (5) THE NAMES OF THE MEMBERS OF THE BOARD OR COMMITTEE PRESENT DURING THE DEBATE AND THOSE WHO VOTED ON IT AND THEIR VOTES AND (6) THE AFFIRMATIVE STATEMENT OF THE BOARD OR COMMITTEE CHAIR THAT ALL REQUIRED STEPS AND ACTIONS WERE TAKEN IN COMPLIANCE WITH FOUNDATION POLICIES. SUCH MINUTES WILL BE PRESERVED IN BOTH THE FILE OF THE TRANSACTION AND A SEPARATELY MAINTAINED "CONFLICT OF INTEREST" FILE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION FOR ALL EMPLOYEES INCLUDING ITS CEO AND TOP MANAGEMENT OFFICIAL INCLUDES THE PREPARATION OF THE "SALARY AND BENEFITS SCHEDULE BY EMPLOYEE" BY THE TOP FINANCIAL OFFICIAL AND REVIEW WITH THE CEO. AS PART OF THE BOARD'S REVIEW OF THE TOTAL BUDGET, A SALARY AND BENEFITS DISCUSSION IS HELD TO DISCUSS ANY CHANGES IN EACH EMPLOYEE'S POSITION AND OVERALL SALARY AND COST OF BENEFITS PROVIDED, TO THE EXTENT IT DIFFERS FROM THE STANDARD COST OF LIVING INCREASE. A LIST OF ALL EMPLOYEES AND THEIR DUTIES IS PRESENTED DURING THE BUDGET MEETING. ANNUAL SALARY AND BENEFITS EXPENSE IS ANALYZED IN COMPARISON TO PRIOR YEAR. AFTER A DISCUSSION, THERE IS A MOTION AND APPROVAL OF THE BUDGET FOR THE UPCOMING YEAR AS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -360,169. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 84,657. PRESENT VALUE ADJUSTMENT ON PLEDGES 5,192. FORM 990, PART XII, LINE 2C, CHANGE OF OVERSIGHT PROCESS PROCESS HAS REMAINED UNCHANGED YEAR OVER YEAR 570 ASSOCIATES X LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 205740 3217411 FOUNDATION FOR JEWISH PHILANTHROPIES 93 ILRPT LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 880740 13565681 FOUNDATION FOR JEWISH PHILANTHROPIES