2025-11-11T12:56:39-06:00 2024-12-31 161131146 BONADIO & CO LLP 100 CORPORATE PARKWAY SUITE 200 AMHERST NY 14226 990 2024-01-01 166023261 FOUNDATION FOR JEWISH PHILANTHROPIES INC FOUN 7162041133 2640 NORTH FOREST ROAD 200 GETZVILLE NY 140681573 IRVING LEVY EXECUTIVE DIRECTOR 7162041133 2025-11-11 1 1 JUSTIN N REID P01321869 7162506600 2025-11-11 2024 2025-03-06 01:10:19Z IRVING LEVY 2640 NORTH FOREST ROAD 200 GETZVILLE NY 140681573 33331250 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. 26 26 10 28 0 0 8938031 15971483 478839 535523 18036432 16824244 0 0 27453302 33331250 10513456 10503410 0 0 766687 687012 0 0 135610 2548512 3030862 13828655 14221284 13624647 19109966 253763195 271356138 134555773 135826844 119207422 135529294 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 13788766 10503410 535523 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. 13788766 1 1 0 0 0 1 0 0 1 1 1 0 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 11 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 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 DANIEL KESTER PRESIDENT 1.00 X X 0 0 0 CRAIG SMALL VICE PRESIDENT 1.00 X X 0 0 0 JEFF BAGEL VICE PRESIDENT 1.00 X X 0 0 0 RICHARD STEINBERG SECRETARY 1.00 X X 0 0 0 PENNY HOWARD TREASURER 1.00 X X 0 0 0 MORT ABRAMSON DIRECTOR 1.00 X 0 0 0 SUSAN FREED DIRECTOR 1.00 X 0 0 0 LISA ALLEN DIRECTOR 1.00 X 0 0 0 SCOTT GOLDMAN DMD DIRECTOR 1.00 X 0 0 0 SARAH CARNEY DIRECTOR 1.00 X 0 0 0 BRUCE CORRIS DIRECTOR 1.00 X 0 0 0 ALON KUPFERMAN 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 DR BRIAN SNYDER DIRECTOR 1.00 X 0 0 0 ESTHER QUARTARONE DIRECTOR 1.00 X 0 0 0 SANATH RAJAPASKE DIRECTOR 1.00 X 0 0 0 MELISSA STEVENER DIRECTOR 1.00 X 0 0 0 JAKE WARNER DIRECTOR 1.00 X 0 0 0 ERIC RECOON DIRECTOR 1.00 X 0 0 0 RUTH WISEMAN SPIVACK DIRECTOR 1.00 X 0 0 0 RAYMOND FINK HONORARY TRUSTEE 1.00 X 0 0 0 JUDITH KATZ HONORARY TRUSTEE 1.00 X 0 0 0 ARNOLD KAHN HONORARY TRUSTEE 1.00 X 0 0 0 SANFORD NOBEL HONORARY TRUSTEE 1.00 X 0 0 0 DONALD KOHNSTAMM HONORARY TRUSTEE 1.00 X 0 0 0 JONATHAN SCHECHTER 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 GARY GREENFIELD HONORARY TRUSTEE 1.00 X 0 0 0 LENORE J LEVY HONORARY TRUSTEE 1.00 X 0 0 0 IRVING LEVY EXECUTIVE DIRECTOR 40.00 X 205971 0 45557 RACHAEL SANDOR CFO 40.00 X 102843 0 10347 308814 0 55904 2 0 1 0 0 15971483 13649616 15971483 FUND CHARGES 561000 535523 535523 535523 16824244 16824244 33331250 535523 0 16824244 10194960 10194960 185950 185950 122500 122500 287783 115113 117991 54679 293410 117364 120298 55748 49059 19624 20114 9321 56760 22704 23272 10784 46902 45026 1407 469 1614 1550 48 16 78540 75399 2356 785 14577 13995 437 145 160084 153680 4803 1601 100658 96631 3020 1007 38333 36800 1150 383 5965 5726 179 60 30261 29050 908 303 LIFE INSURANCE PREMIUMS 2523097 2523097 MISCELLANEOUS 16271 15620 488 163 EQUIPMENT RENTAL AND MA 14560 13977 437 146 14221284 13788766 296908 135610 3644283 7336207 2931073 2907803 6669764 7297341 414626 409914 10677 4712 177763993 182705894 9224625 12256560 53518780 58847621 253763195 271356138 14982973 6844268 95285758 101443425 24287042 27539151 134555773 135826844 X 79033941 91853824 40173481 43675470 119207422 135529294 253763195 271356138 X 19109966 -2788094 X X 0 1 X 1 0 X 4017402 22082960 9071632 9416870 16507006 61095870 4017402 22082960 9071632 9416870 16507006 61095870 23040616 38055254 2045867 3721393 2330221 18036432 16824244 42958157 4709258 4709258 108763285 0.34990 0.50930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: DEATH BENEFITS - 2020 AMOUNT: $ 4,709,258. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225 14832973 9747774 85491947 1 1 0 1 X 40173481 293277 4075036 866324 43675470 34356087 5319880 2248322 1750808 40173481 33836366 5692346 -2937315 2235310 34356087 28423289 721394 2945801 1745882 33836366 26746067 145596 2053032 521406 28423289 1.00000 0 0 414626 409914 4712 4712 CASH SURRENDER VALUE LIFE INSURANCE 3538935 OTHER ASSETS 1626532 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 38318246 BUILDINGS OWNED BY LLC'S 15363908 58847621 LIABILITY TO DONORS 27539151 27539151 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 175950 GERMANY 0 0 GRANTS TO RECIPIENTS 10000 0 0 0 0 0 0 185950 0 185950 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL SUPPORT 175950 CHECK 0 GERMANY GENERAL SUPPORT 10000 WIRE TRANSFER 0 7 0 0 0 0 0 0 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 10000 0 GENERAL PURPOSES AJC WEST COAST FLORIDA 1605 MAIN STREET SUITE 612 SARASOTA FL 34236 135563393 20000 0 GENERAL PURPOSES ALGONQUIN CAMPERSHIP FUND - ROCHESTER AREA COMMUNITY FOUNDATION 500 EAST AVENUE ROCHESTER NY 14607 237250641 10000 0 GENERAL PURPOSES AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 07666 208202424 10000 0 GENERAL PURPOSES BAIS MENACHEM YOUTH DEVELOPMENT - OHR CHANA C/O RABBI URI PERLMAN CANADENSIS PA 18325 233071637 75000 0 GENERAL PURPOSES BOOKS FOR KIDS C/O DONATIONS BUFFALO NY 14221 203790563 11000 0 GENERAL PURPOSES BUFFALO CITY MISSION PO BOX 496 BUFFALO NY 14205 160743965 10139 0 GENERAL PURPOSES BUFFALO DISTRICT GOLF ASSOCIATION SCHOLARSHIP FUND INC 4933 JAMESVILLE RD JAMESVILLE NY 13078 160912477 7500 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 20000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 8250 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 9400 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 30000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 30000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 5200 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 50000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 10300 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 18000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 18000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 15000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 16115 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 18000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 10300 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 21000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 7900 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 7500 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 15000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 40000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 9400 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 21000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 25000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 160743210 360000 0 GENERAL PURPOSES BUFFALO JEWISH FEDERATION 338 HARRIS HILL RD SUITE 108B WILLIAMSVILLE NY 14221 160743210 76000 0 GENERAL PURPOSES BUFFALO NIAGARA WATERKEEPER 721 MAIN STREET BUFFALO NY 142031321 222993054 105435 0 GENERAL PURPOSES BUFFALO PHILHARMONIC ORCHESTRA 786 DELAWARE AVENUE 2 BUFFALO NY 14209 222270540 10000 0 GENERAL PURPOSES BUFFALO PHILHARMONIC ORCHESTRA 786 DELAWARE AVENUE 2 BUFFALO NY 14209 222270540 10000 0 GENERAL PURPOSES BUFFALO PHILHARMONIC ORCHESTRA 786 DELAWARE AVENUE 2 BUFFALO NY 14209 222270540 25000 0 GENERAL PURPOSES BUFFALO PREP 105 ALLEN HALL BUFFALO NY 142148009 161359846 60000 0 GENERAL PURPOSES BUFFALO STATE COLLEGE FOUNDATION CLEVELAND HALL 305 BUFFALO NY 14222 166037117 10454 0 GENERAL PURPOSES BUFFALO YACHT CLUB FOUNDATION 1 PORTER AVENUE BUFFALO NY 14201 272275906 50000 0 GENERAL PURPOSES CENTER FOR JEWISH LIFE 757 HOPKINS ROAD WILLIAMSVILLE NY 14221 161440147 10000 0 GENERAL PURPOSES CENTER FOR JEWISH LIFE 757 HOPKINS ROAD WILLIAMSVILLE NY 14221 161440147 10000 0 GENERAL PURPOSES CENTER FOR THE ARTS AT ITHACA PO BOX 205 ITHACA NY 14851 160902355 10000 0 GENERAL PURPOSES CHABAD HOUSE OF BUFFALO PO BOX 153 GETZVILLE NY 14068 161047850 10000 0 GENERAL PURPOSES CHABAD HOUSE OF BUFFALO PO BOX 153 GETZVILLE NY 14068 161047850 6000 0 GENERAL PURPOSES CHABAD HOUSE OF BUFFALO PO BOX 153 GETZVILLE NY 14068 161047850 6000 0 GENERAL PURPOSES CHABAD MITZVAH WORKSHOP 166 W 97TH STREET NEW YORK NY 10025 821843003 10000 0 GENERAL PURPOSES CHABAD OF EAST BOCA RATON 490 E PALMETTO PARK RD BOCA RATON FL 334325065 870725063 50000 0 GENERAL PURPOSES CHABAD OF EAST BOCA RATON 490 E PALMETTO PARK RD BOCA RATON FL 334325065 870725063 5500 0 GENERAL PURPOSES CHABAD ON CAMPUS NYC FAO BATYA BROOKLYN NY 11213 200078855 6000 0 GENERAL PURPOSES CHAUTAUQUA INSTITUTION PO BOX 28 CHAUTAUQUA NY 14722 160758844 7500 0 GENERAL PURPOSES CHAUTAUQUA INSTITUTION PO BOX 28 CHAUTAUQUA NY 14722 160758844 10000 0 GENERAL PURPOSES CINEMAPOLIS - SEVENTH ART CORPORTATION OF ITHACA 120 E GREEN STREET ITHACA NY 14850 161596844 10000 0 GENERAL PURPOSES CRADLE BEACH CAMP INC 8038 OLD LAKE SHORE ROAD ANGOLA NY 14006 160743025 10201 0 GENERAL PURPOSES DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 042263040 1000000 0 GENERAL PURPOSES DISCOVERY TRAIL 110 NORTH TIOGA STREET ITHACA NY 14850 261208633 10000 0 GENERAL PURPOSES EAGLES' WINGS - ROBERT STEARNS INT'L PO BOX 450 CLARENCE NY 14031 161462696 50000 0 GENERAL PURPOSES FAMILY AND CHILDREN'S SERVICE OF ITHACA 127 W STATE STREET ITHACA NY 14850 150589039 10000 0 GENERAL PURPOSES FAMILY READING PARTNERSHIP 40 CATHERWOOD ROAD ITHACA NY 14850 161594725 20000 0 GENERAL PURPOSES FD NOW 1170 GREEN KNOLLS DRIVE BUFFALO GROVE IL 60089 263531031 25000 0 GENERAL PURPOSES FD NOW 1170 GREEN KNOLLS DRIVE BUFFALO GROVE IL 60089 263531031 25000 0 GENERAL PURPOSES FINGER LAKES LAND TRUST 202 EAST COURT STREET ITHACA NY 14850 222983688 250000 0 GENERAL PURPOSES FINGER LAKES REUSE INC 214 ELMIRA ROAD ITHACA NY 14850 262093547 100000 0 GENERAL PURPOSES FOOD BANK OF THE SOUTHERN TIER 388 UPPER OAKWOOD AVENUE ELMIRA NY 14903 208808059 10000 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 5900 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 10000 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 14800 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 9900 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 25000 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 81700 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 100000 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 30000 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 30000 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 97640 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 37200 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 336851 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 23100 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 30000 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 18420 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 83530 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 15000 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 6213 0 GENERAL PURPOSES FOUNDATION FOR JEWISH PHILANTHROPIES 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166023261 8803 0 GENERAL PURPOSES FRANZISKA RACKER CENTER 3226 WILKINS RD ITHACA NY 14850 150581887 10000 0 GENERAL PURPOSES GIRLS EDUCATION COLLABORATIVE 657 PERSONS ST EAST AURORA NY 140522525 611578303 12000 0 GENERAL PURPOSES GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BOULEVARD MIAMI FL 33137 590624404 10000 0 GENERAL PURPOSES GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BOULEVARD MIAMI FL 33137 590624404 25000 0 GENERAL PURPOSES HILLEL OF BUFFALO 520 LEE ENTRANCE UB COMMONS SUITE 101B AMHERST NY 14228 166065281 8000 0 GENERAL PURPOSES HILLEL OF BUFFALO 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166065281 16344 0 GENERAL PURPOSES HILLEL OF BUFFALO 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 166065281 12522 0 GENERAL PURPOSES HISTORY CENTER IN TOMPKINS COUNTY 110 NORTH TIOGA STREET ITHACA NY 14850 156024061 10000 0 GENERAL PURPOSES HOSPICE FOUNDATION OF WNY 225 COMO PARK BOULEVARD CHEEKTOWAGA NY 14227 223137812 77372 0 GENERAL PURPOSES ITHACA CHILDREN'S GARDEN 1013 W STATE STREET ITHACA NY 14850 522291247 10000 0 GENERAL PURPOSES JEWISH COMMUNITY CENTER OF GREATER BUFFALO 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760887 8333 0 GENERAL PURPOSES JEWISH COMMUNITY CENTER OF GREATER BUFFALO 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760887 10000 0 GENERAL PURPOSES JEWISH COMMUNITY CENTER OF GREATER BUFFALO 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760887 10000 0 GENERAL PURPOSES JEWISH COMMUNITY CENTER OF GREATER BUFFALO 2640 NORTH FOREST ROAD GETZVILLE NY 14068 160760887 7200 0 GENERAL PURPOSES JEWISH DISCOVERY CENTER - MAPLE 831 MAPLE RD BUFFALO NY 14221 161440147 6000 0 GENERAL PURPOSES JEWISH DISCOVERY CENTER - MAPLE 831 MAPLE RD BUFFALO NY 14221 161440147 10000 0 GENERAL PURPOSES JEWISH FAMILY SERVICES OF WNY 70 BARKER STREET BUFFALO NY 142092013 160760888 50000 0 GENERAL PURPOSES JEWISH FAMILY SERVICES OF WNY 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 160760888 25000 0 GENERAL PURPOSES JEWISH FAMILY SERVICES OF WNY 70 BARKER STREET BUFFALO NY 142092013 160760888 20033 0 GENERAL PURPOSES JEWISH FEDERATION CEMETERY CORPORATION 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 161157277 125000 0 GENERAL PURPOSES JEWISH HERITAGE DAY SCHOOL 411 JOHN JAMES AUDUBON PARKWAY AMHERST NY 14228 161468106 10000 0 GENERAL PURPOSES JOHNS HOPKINS UNIVERSITY PO BOX 17073 BALTIMORE MD 21297 520595110 44441 0 GENERAL PURPOSES KEHILLAT OHR TZION 879 HOPKINS ROAD WILLIAMSVILLE NY 14221 510417564 7000 0 GENERAL PURPOSES KLEINHANS MUSIC HALL SYMPHONY CIRCLE BUFFALO NY 14201 160743064 10000 0 GENERAL PURPOSES KROKA EXPEDITIONS 767 FOREST ROAD MARLOW NH 03456 043341632 175000 0 GENERAL PURPOSES LAFAYETTE COLLEGE 1 MARKLE HALL EASTON PA 18042 240795686 250000 0 GENERAL PURPOSES LOAVES AND FISHES OF TOMPKINS CENTER 210 N CAYUGA ST ITHACA NY 14750 161271406 10000 0 GENERAL PURPOSES LUBAVITCH MESIVTA OF CHICAGO 2756 W MORSE AVENUE CHICAGO IL 60645 364055620 8000 0 GENERAL PURPOSES MACHIK 1203 K STREET NW WASHINGTON DC 20005 030377568 10000 0 GENERAL PURPOSES MACHIK 1203 K STREET NW WASHINGTON DC 20005 030377568 10000 0 GENERAL PURPOSES MIAMI BEACH JEWISH COMMUNITY CENTER 4221 PINE TREE DRIVE MIAMI BEACH FL 33140 592788834 10000 0 GENERAL PURPOSES MUSICALFARE THEATRE C/O DAEMEN UNIVERSITY 4380 MAIN STREET SUITE 123 BUFFALO NY 14226 161384566 25000 0 GENERAL PURPOSES NATHAN BENDERSON PARK CONSERVANCY 5851 NATHAN BENDERSON CIRCLE SARASOTA FL 34235 452641647 98747 0 GENERAL PURPOSES NATHAN BENDERSON PARK CONSERVANCY 5851 NATHAN BENDERSON CIRCLE SARASOTA FL 34235 452641647 221241 0 GENERAL PURPOSES NATHAN BENDERSON PARK CONSERVANCY 5851 NATHAN BENDERSON CIRCLE SARASOTA FL 34235 452641647 205179 0 GENERAL PURPOSES NATHAN BENDERSON PARK CONSERVANCY 5851 NATHAN BENDERSON CIRCLE SARASOTA FL 34235 452641647 90930 0 GENERAL PURPOSES NATHAN BENDERSON PARK CONSERVANCY 5851 NATHAN BENDERSON CIRCLE SARASOTA FL 34235 452641647 100000 0 GENERAL PURPOSES PANTRY PACKERS 806 EASTERN PARKWAY BROOKLYN NY 11213 113254483 10000 0 GENERAL PURPOSES PARK SCHOOL OF BUFFALO 4625 HARLEM ROAD BUFFALO NY 14226 160755814 100000 0 GENERAL PURPOSES PARK SCHOOL OF BUFFALO 4625 HARLEM ROAD BUFFALO NY 14226 160755814 10000 0 GENERAL PURPOSES PLANNED PARENTHOOD OF CENTRAL AND WNY 114 UNIVERSITY AVENUE ROCHESTER NY 14605 131644147 15000 0 GENERAL PURPOSES PLANNED PARENTHOOD OF GREATER NEW YORK 26 BLEECKER STREET NEW YORK NY 10012 132621497 10000 0 GENERAL PURPOSES PLANNED PARENTHOOD OF SOUTHWEST & CENTRAL FLORIDA 736 CENTRAL AVENUE SARASOTA FL 34236 591274328 10000 0 GENERAL PURPOSES RICHARDSON CENTER CORPORATION 444 FOREST AVENUE BUFFALO NY 14213 205148995 1000000 0 GENERAL PURPOSES ROCHESTER POLICE FOUNDATION 1115 LIBERTY POLE WAY ROCHESTER NY 14604 455322121 10000 0 GENERAL PURPOSES ROMULUS FOUNDATION FOR EDUCATIONAL OPPORTUNITIES 5705 MAIN STREET ROMULUS NY 14541 223688238 10000 0 GENERAL PURPOSES SAY YES BUFFALO 1166 JEFFERSON AVENUE SUITE A BUFFALO NY 14208 223139858 10000 0 GENERAL PURPOSES SCIENCENTER 601 FIRST STREET ITHACA NY 14850 222470652 1000000 0 GENERAL PURPOSES SHAARE ZEDEK HOSPITAL 1040 AVENUE OF THE AMERICAS 23RD FLOOR NEW YORK NY 10018 135645878 44441 0 GENERAL PURPOSES STATE THEATRE ITHACA 105 W STATE STREET ITHACA NY 14850 300520118 10000 0 GENERAL PURPOSES STILL WATERS THERAPEUTIC YOGA 815 DELAWARE AVE SW WASHINGTON DC 20024 825454648 10000 0 GENERAL PURPOSES TEMPLE BETH SHOLOM 1050 SOUTH TUTTLE AVENUE SARASOTA FL 34237 237156328 10000 0 GENERAL PURPOSES TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 142261497 160755891 15810 0 GENERAL PURPOSES TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 142261497 160755891 10000 0 GENERAL PURPOSES TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 142261497 160755891 36000 0 GENERAL PURPOSES TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 142261497 160755891 7512 0 GENERAL PURPOSES TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 142261497 160755891 10000 0 GENERAL PURPOSES TEMPLE BETH ZION 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 160755891 1000000 0 GENERAL PURPOSES TEMPLE BETH ZION 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 160755891 10000 0 GENERAL PURPOSES TEMPLE BETH ZION 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 160755891 100000 0 GENERAL PURPOSES TEMPLE BETH ZION 2640 NORTH FOREST ROAD SUITE 200 GETZVILLE NY 140681573 160755891 50000 0 GENERAL PURPOSES TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 142261497 160755891 5084 0 GENERAL PURPOSES TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 142261497 160755891 5600 0 GENERAL PURPOSES TEMPLE BETH ZION 700 SWEET HOME ROAD BUFFALO NY 142261497 160755891 10000 0 GENERAL PURPOSES TEMPLE EMANU-EL SARASOTA 151 MCINTOSH ROAD SARASOTA FL 34232 591145961 18000 0 GENERAL PURPOSES THE CHRISTIAN COMMUNITY 10 GREEN RIVER LANE HILLSDALE NY 12529 136126440 25000 0 GENERAL PURPOSES THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) 25 BROADWAY 17TH FLOOR NEW YORK NY 10004 131624240 20000 0 GENERAL PURPOSES TOMPKINS COUNTY PUBLIC LIBRARY FOUNDATION 101 EAST GREEN STREET ITHACA NY 14850 161422052 10000 0 GENERAL PURPOSES UNITED WAY OF BUFFALO AND ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 160743969 10000 0 GENERAL PURPOSES UNITED WAY OF BUFFALO AND ERIE COUNTY 742 DELAWARE AVENUE BUFFALO NY 14209 160743969 10000 0 GENERAL PURPOSES URGEWALD VON GALEN STRABE 4 OELDE GM 10000 0 GENERAL PURPOSES VAAD LERABBONIM OF CHICAGO 6132 NORTH DRAKE AVE CHICAGO IL 60659 841786708 10000 0 GENERAL PURPOSES VILLAGE AT ITHACA 401 W SENECA STREET ITHACA NY 14850 161554144 10000 0 GENERAL PURPOSES WRVO PUBLIC MEDIA - SUNY OSWEGO COLLEGE FOUNDATION 7060 STATE ROUTE 104 OSWEGO NY 13126 150543477 10000 0 GENERAL PURPOSES FINANCIAL ASSISTANCE FOR ACADEMIC SCHOLARSHIP AWARDS AND ISRAEL SCHOLARSHIPS 25 122500 X X X X 0 0 0 0 0 0 0 0 0 IRVING LEVY EXECUTIVE DIRECTOR 205971 0 0 0 0 0 0 0 45557 0 251528 0 0 0 X 49 13649616 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 -3,252,109. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 464,015. PRESENT VALUE ADJUSTMENT ON PLEDGES 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 2971015 FOUNDATION FOR JEWISH PHILANTHROPIES 93 ILRPT LLC 7978 COPPER CREEK BLVD SUITE 100 BRADENTON FL 34201 RENTAL PROPERTY FL 869072 12920606 FOUNDATION FOR JEWISH PHILANTHROPIES