2023-10-14T15:22:56-04:00 2022-12-31 264006060 SAXTON KOCUR AND ASSOCIATES LLP 301 E 2ND ST SUITE 303 JAMESTOWN NY 147015409 990 2022-01-01 161271663 NORTHERN CHAUTAUQUA COMMUNITY FOUNDATION NORT 7163664892 212 LAKE SHORE DRIVE WEST DUNKIRK NY 14048 DIANE HANNUM EXECUTIVE DIRECTOR 7163664892 2023-10-13 true DIANE HANNUM 999009999 false LUCINDA M SAXTON CPA P00476541 7164836109 2023-10-13 X 2022 2023-04-26 12:10:37Z NANCY ADAMS FRY 212 LAKE SHORE DRIVE DUNKIRK NY 14048 5276658 false X NCCFOUNDATION.ORG X 1987 NY TO ENRICH THE AREA IN WHICH WE LIVE AND WORK. (SEE SCHEDULE O) 16 16 7 51 0 831838 1478207 29077 28189 2478267 1118128 -112421 3339182 2512103 1086043 1342865 0 297891 365412 0 27827 120089 231348 1504023 1939625 1835159 572478 38543075 32783815 3919801 3392825 34623274 29390990 X IT IS THE MISSION OF THE FOUNDATION TO ENRICH THE AREA IN WHICH WE LIVE AND WORK. TO THIS END, THE FOUNDATION HAS FIVE PRIMARY GOALS: 1. TO BE A CATALYST FOR THE ESTABLISHMENT OF ENDOWMENTS TO BENEFIT THE COMMUNITY BOTH NOW AND IN THE FUTURE; 2. TO PROVIDE A VEHICLE FOR DONORS' VARIED INTERESTS; 3. TO PROMOTE LOCAL PHILANTHROPY; 4. TO SERVE AS A STEWARD OF FUNDS; 5. TO PROVIDE LEADERSHIP AND RESOURCES IN ADDRESSING LOCAL CHALLENGES AND OPPORTUNITIES. false false 1675751 1342865 28189 GRANTS AWARDED TO NUMEROUS NON-PROFIT ORGANIZATIONS, GOVERNMENTAL ENTITIES, AND TO LOCAL SCHOLARSHIP RECIPIENTS. OPERATING EXPENSES OF 213,825 INCURRED FOR THE ADMINISTRATION OF THE FUNDS. 1675751 true true false false false true false false false true true false false false true false true false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false true 19 0 7 true false false false false false false false false false false false false X 16 16 false false false false true true false true true false false true true true true true true true false false NY X X DIANE HANNUM 7163664892 212 LAKE SHORE DRIVE WEST DUNKIRK NY 14048 DIANE HANNUM EXECUTIVE DI 40.00 X 88000 0 2597 NANCY ADAMS FRY PRESIDENT 2.00 X X 0 0 0 DAVID TRAVIS VICE-PRESIDE 2.00 X X 0 0 0 PETER RYAN TREAS (THRU 2.00 X X 0 0 0 JOHN HAMELS DIR/TREASURE 2.00 X X 0 0 0 RACHEL FOLEY SECRETARY 2.00 X X 0 0 0 KATHERINE BRINKMAN DIRECTOR 1.00 X 0 0 0 SYLVESTER CLEARY DIRECTOR 1.00 X 0 0 0 SUSAN CRAWFORD-POSTER DIRECTOR (BE 1.00 X 0 0 0 KATHY GEORGE DIRECTOR (BE 1.00 X 0 0 0 RICHARD JOHNSON DIRECTOR 1.00 X 0 0 0 RICHARD KETCHAM DIRECTOR 1.00 X 0 0 0 JOSIAH LAMP DIRECTOR 1.00 X 0 0 0 KYLE LEIKAM DIRECTOR (BE 1.00 X 0 0 0 DANIELLE MARX DIRECTOR 1.00 X 0 0 0 ALEXANDRIA MURPHY DIRECTOR 1.00 X 0 0 0 GINA PARADIS DIRECTOR (TH 1.00 X 0 0 0 STEPHANIE STEVENS DIRECTOR 1.00 X 0 0 0 KATHERINE TAMPIO DIRECTOR (TH 1.00 X 0 0 0 SUSAN WELLS ESQ DIRECTOR 1.00 X 0 0 0 88000 2597 false false false 15400 264044 9500 1189263 11657 1478207 ADMINISTRATIVE FEES - AGENCY 561000 28189 28189 28189 814188 814188 2703686 252388 2652134 51552 252388 303940 303940 264044 112421 -112421 -112421 2512103 28189 1005707 1001906 1001906 340959 340959 90597 55264 30803 4530 230497 140603 78369 11525 4163 2540 1415 208 15131 9229 5145 757 25024 15264 8509 1251 28189 28189 6350 6350 40707 40707 61333 61333 11477 7231 2754 1492 17487 11017 4197 2273 18278 5666 11698 914 8251 5198 1980 1073 9995 6297 2399 1299 4946 1533 3166 247 8711 2700 5575 436 MISCELLANEOUS 8318 5241 1996 1081 DUES AND SUBS 4703 2963 1129 611 TELEPHONE 2603 807 1666 130 1939625 1675751 236047 27827 204191 312416 182627 62704 124870 119923 38209860 32346331 4154 5145 38543075 32783815 13374 10198 3906427 3382627 3919801 3392825 X 34566024 29380792 57250 10198 34623274 29390990 38543075 32783815 X 572478 -6327418 522656 X false true X true false X 574659 700123 1407339 831838 1478207 4992166 574659 700123 1407339 831838 1478207 4992166 718995 4273171 655667 656235 517340 704936 814188 3348366 8340532 103732 0.51230 0.50640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15 362 8256 924366 23877 1079855 1247608 27943142 true true 34416004 1070746 -4815267 1103732 138124 661727 29190750 29998324 822690 5042113 1086043 361080 34416004 26984131 1359239 3124416 995571 186265 287626 29998324 22893890 657619 4729133 1010123 2050 284338 26984131 24933454 570409 -1349916 1002215 170834 87008 22893890 1.00000 false false 10000 10000 127047 23309 103738 45580 39395 6185 119923 FUNDS HELD FOR AGENCIES 2676155 PASS-THROUGH FUNDS HELD 692442 GIFT ANNUITY PAYABLE 14030 3382627 -3697608 -6327418 669 -6326749 2629141 40707 -157745 -117038 2512103 1672800 1672800 40707 226118 266825 1939625 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED TO ENRICH THE AREA IN WHICH WE LIVE AND WORK BY PROVIDING GRANTS TO LOCAL NON-PROFIT ORGANIZATIONS AND ALSO PROVIDING SCHOLARSHIPS TO AREA STUDENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN CASH SURRENDER VALUE - LIFE INS 991 REVALUATION OF GIFT ANNUITY PAYABLE -322 SCHEDULE D, PAGE 4, PART XI, LINE 4B CONTRIBUTIONS TO AGENCY FUNDS 388,603 INVESTMENT INC AGENCY FUNDS -433,927 SE EXPENSES NETTED AGAINST REVENUE -112,421 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY EXPENSES 338,539 SE EXPENSES NETTED AGAINST REVENUE -112,421 LIVE LIKE LUKA 129845 129845 19742 27884 RMM GOLF TOURNA 64431 64431 25718 8239 2 69768 69768 17295 13543 264044 264044 62755 49666 112421 -112421 true 1891 FREDONIA OPERA HOUSE PO BOX 384 FREDONIA NY 14063 161472177 501C3 58544 COMMUNITY BENEFIT AMERICAN RED CROSS WNY REGION 786 DELAWARE AVENUE BUFFALO NY 14209 530196605 501C3 5200 COMMUNITY BENEFIT ANDERSON-LEE LIBRARY 43 MAIN STREET SILVER CREEK NY 14136 160777891 501C3 5480 COMMUNITY BENEFIT CHAUTAUQUA CENTER INC 75 E 3RD STREET DUNKIRK NY 14048 273512018 501C3 10000 COMMUNITY BENEFIT CHAUTAUQUA COUNTY RURAL MINISTRIES PO BOX 362 DUNKIRK NY 14048 161119647 501C3 6311 COMMUNITY BENEFIT CHAUTAUQUA REGION COMMUNITY FNDT 418 SPRING STREET JAMESTOWN NY 14701 161116837 501C3 38750 COMMNUITY BENEFIT CHAUTAUQUA REGION ECONOMIC DEV CORP 201 W THIRD STREET JAMESTOWN NY 14701 161287627 501C3 100000 COMMUNITY BENEFIT CHILDREN'S LOVE FUND INC PO BOX 2075 JAMESTOWN NY 14787 311625530 501C3 10092 COMMUNITY BENEFIT CITY OF DUNKIRK DEP OF PLAN & DEV 338 CENTRAL AVENUE DUNKIRK NY 14048 GOV 15000 COMMUNITY BENEFIT COLD SPRING GRANITE COMPANY 17482 GRANITE ROAD WEST COLD SPRING MN 56320 23499 D & F MEALS ON WHEELS 196 NEWTON STREET FREDONIA NY 14063 161188087 501C3 6691 COMMUNITY BENEFIT FALCON VOLLEYBALL CLUB 6002 COMMUNITY BENEFIT FEEDMORE OF WNY 91 HOLT STREET BUFFALO NY 14206 222470820 501C3 15000 COMMUNITY BENEFIT FIRST UNITED METHODIST CHURCH 25 CHURCH STREET FREDONIA NY 14063 160774670 501C3 12228 COMMUNITY BENEFIT FREDONIA COLLEGE FOUNDATION 272 CENTRAL AVENUE FREDONIA NY 14063 166054528 501C3 5176 COMMUNITY BENEFIT FULL CIRCLE FAMILY SERVICES 2495 MAIN ST SUITE 345 BUFFALO NY 14214 474262079 501C3 12000 COMMUNITY BENEFIT LAKESHORE HUMANE SOCIETY 431 EAST CHESTNUT STREET DUNKIRK NY 14048 237167100 501C3 14816 COMMUNITY BENEFIT LILY DALE ASSEMBLY PO BOX 248 LILY DALE NY 14752 166000547 501C3 40628 COMMUNITY BENEFIT NORTHERN CHAUTAUQUA CATHOLIC SCHOOL 336 WASHINGTON AVE DUNKIRK NY 14048 161354811 501C3 6646 COMMUNITY BENEFIT NORTHLAKE FAMILY RECREATION CTR 38 NICHOLS AVENUE WESTFIELD NY 14787 161540310 501C3 10000 COMMUNITY BENEFIT ST COLUMBAN'S ON THE LAKE HOME 2546 LAKE ROAD SILVER CREEK NY 14136 160982624 501C3 6112 COMMUNITY BENEFIT ST ELIZABETH ANN SETON CHURCH 328 WASHINTON AVENUE DUNKIRK NY 14048 501C3 7700 ST FRANCIS HIGH SCHOOL 4129 LAKESHORE ROAD HAMBURG NY 14075 501C3 15850 COMMUNITY BENEFIT SALVATION ARMY 704 CENTRAL AVENUE DUNKIRK NY 14048 135562351 501C3 9381 COMMUNITY BENEFIT UNITED WAY OF NORTHERN CHAUT CO 626 CENTRAL AVENUE DUNKIRK NY 14048 160811787 501C3 61158 COMMUNITY BENEFIT UNITED WAY OF SOUTHERN CHAUT CO 208 PINE STREET JAMESTOWN NY 14701 160772743 501C3 10000 COMMUNITY BENEFIT WESTFIELD DEVELOPMENT CORP 31 E MAIN STREET WESTFIELD NY 14787 161335767 501C3 9000 27 SCHOLARSHIPS - DUNKIRK 66 51365 SCHOLARSHIPS - FREDONIA 46 42095 SCHOLARSHIPS - WESTFIELD 68 28294 SCHOLARSHIPS - BROCTON 9 4325 SCHOLARSHIPS - MISC. 111 202880 INDIVIDUAL TEACHER AWARD 1 12000 SCHEDULE I, PAGE 1, PART I, LINE 2 THE FOUNDATION REQUIRES ALL RECIPIENTS OF COMMUNITY BENEFIT GRANTS TO SUBMIT FINAL WRITTEN REPORTS ON THE GRANT-SUPPORTED PROJECT OR PROGRAM. THE FOUNDATION REQUIRES ALL SCHOLARSHIP RECIPIENTS PROVIDE DOCUMENTATION SUPPORTING THE USE OF THE FUNDS. FORM 990 - ORGANIZATION'S MISSION IT IS THE MISSION OF THE FOUNDATION TO ENRICH THE AREA IN WHICH WE LIVE AND WORK. TO THIS END, THE FOUNDATION HAS FIVE PRIMARY GOALS: 1. TO BE A CATALYST FOR THE ESTABLISHMENT OF ENDOWMENTS TO BENEFIT THE COMMUNITY BOTH NOW AND IN THE FUTURE; 2. TO PROVIDE A VEHICLE FOR DONORS' VARIED INTERESTS; 3. TO PROMOTE LOCAL PHILANTHROPY; 4. TO SERVE AS A STEWARD OF FUNDS; 5. TO PROVIDE LEADERSHIP AND RESOURCES IN ADDRESSING LOCAL CHALLENGES AND OPPORTUNITIES. FORM 990, PAGE 1, PART I, LINE 6 INDIVIDUALS SERVING ON THE FOUNDATION'S BOARD OF DIRECTORS AND VARIOUS COMMITTEES, ALONG WITH OTHERS VOLUNTEERING AT FOUNDATION'S EVENTS AND FUNDRAISERS. FORM 990, PAGE 6, PART VI, LINE 6 THE BY-LAWS OF THE FOUNDATION ALLOW FOR UP TO 50 REGULAR MEMBERS. A MEMBER IS TO BE ANY PERSON WHO HAS DEMONSTRATED A KNOWLEDGE OR UNDERSTANDING OF THE EDUCATIONAL, CULTURAL, CIVIC OR CHARITABLE NEEDS OF THE NORTHERN CHAUTAUQUA COUNTY, NY REGION. REGULAR MEMBERS ARE ELECTED BY A PLUARALITY OF THE VOTES CAST AT THE ANNUAL MEETING OF THE MEMBERSHIP. A MEMBER'S TERM SHALL BE THREE YEARS, WITH NO MEMBER BEING ELECTED FOR MORE THAN THREE CONSECUTIVE FULL TERMS. AT DECEMBER 31, 2021, THERE WERE 44 MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A REGULAR MEMBERS OF THE FOUNDATION ELECT MEMBERS OF THE BOARD OF DIRECTORS BY A PLURALITY OF THE VOTES CAST AT THE ANNUAL MEETING OF THE MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF FORM 990 IS REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR, PRESIDENT, AND TREASUER. A COPY OF THE 990 IS ALSO MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO APPROVAL AND FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE FOUNDATION HAS A WRITTEN CONFLICIT OF INTEREST POLICY. ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO DISCLOSE ANNUALLY, ANY EXISTING CONFLICTS BEFORE ELECTION, APPOINTMENT, OR HIRING AND ANY CONFLICTS THAT MAY ARISE THEREAFTER. DISCLOSED CONFLICTS OF BOARD MEMBERS ARE ADDRESSED AT MEETINGS. FORM 990, PAGE 6, PART VI, LINE 15A THE INDEPENDENT EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS. THE BOARD THEN CONSIDERS APPROVAL OF THE RECOMMENDATION AND THE DECISION IS DOCUMENTED IN THE EXECUTIVE SESSION MINUTES. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION'S ANNUAL AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AND ARE ALSO AVAILABLE UPON REQUEST AT THE FOUNDATION'S OFFICE. OTHER GOVERNING DOCUMENTS AND POLICIES ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 NET TRANSFER FROM AGENCY FUNDS 138,124 CHANGE IN CSV 991 AGENCY FUND EXPENSES 338,539 NET REVLAUATION OF GIFT ANNUITY -322 AGENCY FUND REVENUE 45,324 TOTAL 522,656