2024-08-01T10:21:35-05:00 2024-06-30 460475780 GROSSMAN ST AMOUR CPAS PLLC 110 WEST FAYETTE STREET SUITE 900 SYRACUSE NY 13202 990 2023-07-01 160872843 SYRACUSE-ROTARY FOUNDATION INC SYRA 3154152005 800 NOTTINGHAM ROAD SYRACUSE NY 13224 KEVIN VISCONTI PRESIDENT 3154152005 2024-07-22 1 0 KATHLEEN KAMINSKI CPA P01229196 3154241120 2023 2024-08-08 14:25:15Z X KEVIN VISCONTI 800 NOTTINGHAM ROAD SYRACUSE NY 13224 908972 0 X N/A X 1990 NY TO SUPPORT LITERACY PROGRAMS AND A WIDE VARIETY OF HUMANITARIAN PROGRAMS FOR YOUTH X 10 10 0 0 0 0 5655 0 0 0 43612 66415 0 0 49267 66415 47185 888625 0 0 0 0 0 0 0 811 6170 47996 894795 1271 -828380 828380 0 0 0 828380 0 TO SUPPORT LITERACY PROGRAMS AND A WIDE VARIETY OF HUMANITARIAN PROGRAMS FOR YOUTH 0 0 888625 888625 SUPPORT TO VARIOUS ORGANIZATIONS FOR LITERACY AND YOUTH PROGRAMS, INCLUDING SETTING UP A DONOR ADVISED FUND WITH THE CENTRAL NEW YORK COMMUNITY FOUNDATION. 888625 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 NY X JASON ALLERS 3154152005 800 NOTTINGHAM ROAD SYRACUSE NY 13224 X JASON ALLERS TREASURER 2.50 X X 0 0 0 KEVIN VISCONTI PRESIDENT 2.50 X X 0 0 0 JIM MORROW P&C CHAIRMAN 1.00 X 0 0 0 RAY LEACH TRUSTEE 1.00 X 0 0 0 MARYLIN GALIMI TRUSTEE 1.00 X 0 0 0 JOHN BERTRAM SECRETARY 2.50 X X 0 0 0 JAMES YONAI TRUSTEE 1.00 X 0 0 0 JASON ALLERS VICE PRESIDENT 2.50 X X 0 0 0 WILLIAM NORTON TRUSTEE 1.00 X X 0 0 0 CHARLES BEACH TREASURER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 24062 24062 884910 842557 42353 42353 42353 66415 0 0 66415 888625 888625 6170 6170 894795 888625 6170 0 9885 0 8357 0 0 0 0 0 0 0 0 0 810138 0 0 0 0 0 828380 0 0 0 X 783277 0 45103 0 828380 0 828380 0 -828380 0 X 0 0 0 X 12166 14180 7225 5655 39226 12166 14180 7225 5655 39226 39226 33909 43862 50053 38527 22734 189085 2818 2818 231129 0.16970 0.18700 X PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST SYRACUSE ROTARY FOUNDATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF CONTRIBUTIONS FROM THE COMMUNITY AND ITS' MEMBER GROUP. THE FOUNDATION HAS AN ANNUAL PHILANTHROPY AND CHARITY DRIVE IN WHICH IT SOLICITS PLEDGES FROM ITS' MEMBER GROUP. THE GOVERNING BOARD OF THE FOUNDATION REPRESENTS THE BROAD INTEREST OF THE PUBLIC, AND PROVIDES GRANTS FOR THE BENEFIT OF LITERACY AND YOUTH SERVICES. IN ADDITION, THE SYRACUSE-ROTARY FOUNDATION RECEIVES SELF-DIRECTED PLEDGE PAYMENTS FROM PLEDGING MEMBERS AND MEMORIAL CONTRIBUTIONS FROM NON ROTARIANS, IN RECOGNITION FOR THE FOUNDATIONS' LITERACY SUPPORT IN THE COMMUNITY. DURING THE FISCAL YEAR ENDED JUNE 30, 2024, PURSUANT TO A PLAN OF DISSOLUTION, THE SYRACUSE ROTARY FOUNDATION CONTRIBUTED ALL OF ITS' ASSETS TO A DONOR ADVISED FUND WITH THE CENTRAL NEW YORK COMMUNITY FOUNDATION. 0 SYRACUSE ROTARY CLUB 800 NOTINGHAM ROAD SYRACUSE NY 13224 150433500 501(C)(3) 22000 0 GENERAL CNY COMMUNITY FOUNDATION 431 EAST FAYETTE ST SUITE 100 SYRACUSE NY 13202 150626910 501(C)(3) 861625 0 GENERAL FIDELITY LARGE CAP VALUE FUND 2024-03-22 60094 SALE PROCEEDS UPON COMPLETE REDEMPTION 150626910 CENTRAL NEW YORK COMMUNITY FOUNDATION 431 E FAYETTE ST SUITE 100 SYRACUSE NY 13202 501(C)(3) FIDELITY MID CAP ENHANCED INDEX FUND 2024-03-22 60285 SALE PROCEEDS UPON COMPLETE REDEMPTION 150626910 CENTRAL NEW YORK COMMUNITY FOUNDATION 431 E FAYETTE ST SUITE 100 SYRACUSE NY 13202 51(C)(3) FIDELITY SMALL CAP VALUE FUND 2024-03-22 73890 SALE PROCEEDS UPON COMPLETE REDEMPTION 150626910 CENTRAL NEW YORK COMMUNITY FOUNDATION 431 E FAYETTE ST SUITE 100 SYRACUSE NY 13202 501(C)(3) FIDELITY GOVERNMENT CASH ESERVES 2024-03-22 8633 SALE PROCEEDS UPON COMPLETE REDEMPTION 150626910 CENTRAL NEW YORK COMMUNITY FOUNDATION 431 E FAYETTE ST SUITE 100 SYRACUSE NY 13202 501(S)(3) FIDLEITY SELECT MED TECHNOLOGY & DEVICES 2024-04-04 99468 SALE PROCEEDS UPON COMPLETE REDEMPTION 150626910 CENTRAL NEW YORK COMMUNITY FOUNDATION 431 E FAYETTE ST SUITE 100 SYRACUSE NY 13202 501(C)(3) FIDELITY SELECT CONSUMER STAPLES 2024-04-04 63293 SALE PROCEEDS UPON COMPLETE REDEMPTION 150626910 CENTRAL NEW YORK COMMUNITY FOUNDATION 431 E FAYETTE ST SUITE 100 SYRACUSE NY 13202 501(C)(3) FIDELITY BALANCED FUND 2024-05-21 445263 SALE PROCEEDS UPON COMPLETE LIQUIDATION 150626910 CENTRAL NEW YORK COMMUNITY FOUNDATION 431 E FAYETTE ST SUITE 100 SYRACUSE NY 13202 501(C)(3) HARBOR FUND 2024-06-26 73984 SALE PROCEEDS UPON COMPLETE REDEMPTION 150626910 CENTRAL NEW YORK COMMUNITY FOUNDATION 431 E FAYETTE ST SUITE 100 SYRACUSE NY 13202 501(C)(3) 0 0 0 0 1 1 1 0 0 PART I: THE PLAN OF DISSOLUTION AND DISTRIBUTION OF ASSETS OF SYRACUSE-ROTARY FOUNDATION, INC. AND NEW YORK STATE ATTORNEY GENERAL APPROVAL OF PLAN OF DISSOLUTION ARE ENCLOSED FOR REFERENCE. FORM 990, PART VI, SECTION A, LINE 8B SYRACUSE-ROTARY FOUNDATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, THE TREASURER LOOKS OVER THE FORM, AND THEN REQUESTS THE PRESIDENT OR ANOTHER OFFICER OF THE BOARD TO ALSO LOOK OVER THE FORM BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE SYRACUSE-ROTARY FOUNDATION HAS A CLASSIFICATION WHICH IDENTIFIES THE MEMBERS' TRADE OR BUSINESS AFFILIATION. THE GOVERNING BODY HAS KNOWLEDGE OF ITS MEMBER CLASSIFICATIONS AND IS ABLE TO ENFORCE AND ENSURE COMPLIANCE REGARDING A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 SYRACUSE-ROTARY FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST TO A BOARD MEMBER. THE BOARD MEMBER WILL IN TURN FORWARD THE REQUEST TO EITHER THE PRESIDENT OR TREASURER.