SCRIVEN FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SCRIVEN FOUNDATION (EIN 13-2865735)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349307445
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T10:42:44-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135524538PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE CLARK ESTATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE ROCKEFELLER PLAZA 31TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN132865735EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SCRIVEN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCRIBusinessNameControlTxt
Phone2129776900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE ROCKEFELLER PLAZA NO 31STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100202102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY J FASANOPersonNm
Person TitleASSISTANT TREASURERPersonTitleTxt
Phone2129776900PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANTHONYPersonFirstNm
Person LastFASANOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY FASANO CPA CMAPreparerPersonNm
PTINP01844986PTIN
Phone2129776900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJANE F CLARKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE ROCKEFELLER PLAZA 31ST FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$64,613,839GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Address"N/A"WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1975FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionGRANTS TO OTSEGO COUNTY, NY BASED CHARITIESActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,574,365PYInvestmentIncomeAmt
CY Investment Income$13,644,118CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,574,365PYTotalRevenueAmt
CY Total Revenue$13,644,118CYTotalRevenueAmt
PY Grants And Similar Paid$17,906,480PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,857,025CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,511,318PYOtherExpensesAmt
CY Other Expenses$2,633,036CYOtherExpensesAmt
PY Total Expenses$20,417,798PYTotalExpensesAmt
CY Total Expenses$4,490,061CYTotalExpensesAmt
PY Revenues Less Expenses-$13,843,433PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$9,154,057CYRevenuesLessExpensesAmt
Total Assets BOY$250,247,125TotalAssetsBOYAmt
Total Assets EOY$262,576,806TotalAssetsEOYAmt
Total Liabilities BOY$12,503,664TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,378,664TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$237,743,461NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$255,198,142NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT MARY IMOGENE BASSETT HOSPITAL, THE FARMERS' MUSEUM, INC. AND OTHER CHARITABLE ENTITIES IN OTSEGO COUNTY, NEW YORK.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,174,618ExpenseAmt
Grant$1,857,025GrantAmt
DescCONTRIBUTIONS TO CHARITIES AND SUPPORT FOR THE MARY IMOGENE BASSETT HOSPITAL.Desc
Total Program Service Expenses$3,174,618TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SCRIVEN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129776900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE ROCKEFELLER PLAZA 31ST FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100202102ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JANE F CLARK
PRESIDENT/DIRECTOR0.10Yes (X)Yes (X)$0$0$0
TERRY T FULMER
DIRECTOR0.10Yes (X)$0$0$0
EDWARD GOZIGIAN ESQ
DIRECTOR0.10Yes (X)$0$0$0
STEPHEN M DUFF
VICE PRESIDENT/DIRECTOR0.10Yes (X)Yes (X)$0$0$0
CHARLES B KIELER
DIRECTOR0.10Yes (X)$0$0$0
J MICHAEL MOFFAT
DIRECTOR0.10Yes (X)$0$0$0
HENRY F C WEIL MD
DIRECTOR0.10Yes (X)$0$0$0
JAMES K PATRICK
DIRECTOR0.10Yes (X)$0$0$0
KEVIN S MOORE
TREASURER.0.10Yes (X)$0$0$0
PATRICK BARNES
SECRETARY0.10Yes (X)$0$0$0
RICHARD C VANISON
ASST. TREASURER0.10Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CLARK ESTATES INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE ROCKEFELLER PLAZA 31ST FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT ADVISORY AND MANAGEMENT FEESServicesDesc
Compensation$2,499,500CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,186,603TotalRevenueColumnAmt
Exclusion$11,186,603ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$53,427,236SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$50,969,721SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,457,515SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,457,515TotalRevenueColumnAmt
Exclusion$2,457,515ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,644,118TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$13,644,118ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,857,025TotalAmt
Program Services$1,857,025ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,499,500TotalAmt
Program Services$1,249,750ProgramServicesAmt
Management And General$1,249,750ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$29,000TotalAmt
Management And General$29,000ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$987TotalAmt
Program Services$987ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$13,609TotalAmt
Program Services$13,609ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,720TotalAmt
Program Services$5,782ProgramServicesAmt
Management And General$18,938ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROPERTY EXPENSE$33,750$33,750
CUSTODY FEE$17,537$17,537
PROPERTY TAX$12,215$12,215
INVESTMENT EXPENSE$1,500$1,500

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$218TotalAmt
Management And General$218ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,490,061TotalAmt
Program Services$3,174,618ProgramServicesAmt
Management And General$1,315,443ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$19,010,294BOYAmt
EOY$18,660,652EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$548,807LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$271,320LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$291,096BOYAmt
EOY$277,487EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$43,907,875BOYAmt
EOY$40,807,252EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$187,037,860BOYAmt
EOY$202,831,415EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$250,247,125BOYAmt
EOY$262,576,806EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$12,503,664BOYAmt
EOY$7,378,664EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,503,664BOYAmt
EOY$7,378,664EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$237,743,461BOYAmt
EOY$255,198,142EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$237,743,461BOYAmt
EOY$255,198,142EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$250,247,125BOYAmt
EOY$262,576,806EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$9,154,057ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,300,624NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
MARY IMOGENE BASSETT HOSPITAL
1355967963Yes (1)$5,300,000$0
THE FARMERS' MUSEUM INC
1505473677Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$5,300,000SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A, LINE 6FormAndLineReferenceDesc
ExplanationIN ADDITION TO SUPPORT PROVIDED TO SUPPORTED ORGANIZATIONS, GRANTS ARE ALSO MADE TO CHARITABLE ORGANIZATIONS THAT CONDUCT THEIR PRINCIPAL ACTIVITIES WITHIN THE COUNTY OF OTSEGO, NEW YORK.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,000OtherCostOrOtherBasisAmt
Book Value$8,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$540,807OtherCostOrOtherBasisAmt
Depreciation$271,320DepreciationAmt
Book Value$269,487BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$277,487TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPRIVATE EQUITY SECURITIESDesc
Book Value$202,831,415BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$202,831,415TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$21,944,742TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$8,300,624NetUnrealizedGainsInvstAmt
Revenue Not Reported$8,300,624RevenueNotReportedAmt
Revenue Subtotal$13,644,118RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$13,644,118TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,490,061TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,490,061ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,490,061TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:MANAGEMENT HAS CONCLUDED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT NEED TO BE RECORDED UNDER ASC 740.
SCHEDULE I, PART IIPURSUANT TO ARTICLE THIRD, SECTION(A) OF THE ORGANIZATION'S CERTIFICATE OF INCORPORATION, THE ORGANIZATION SUPPORTS A CLASS OF PUBLIC CHARITIES THAT CONDUCT THEIR PRINCIPAL ACTIVITIES IN OTSEGO COUNTY, NEW YORK. THESE PUBLIC CHARITIES INCLUDE CHARITIES LISTED ON SCHEDULE I.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (34 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN CANCER SOCIETY
100 LOMOND COURTUTICANY13502$7,500GENERAL SUPPORT FOR USE IN OTSEGO COUNTY
CHERRY VALLEY HISTORICAL ASSOCIATION
49 MAIN STREETCHERRY VALLEYNY13320$10,000REPAIRS TO THE CHERRY VALLEY MUSEUM
CHRIST EPISCOPAL CHURCH
69 FAIR STCOOPERSTOWNNY13326$39,000CAPITAL SUPPORT
COOPERSTOWN ART ASSOCIATION
22 MAIN STREETCOOPERSTOWNNY13326$50,000GENERAL SUPPORT
COOPERSTOWN COMMUNITY CHRISTMAS COMMITTEE
P O BOX 428COOPERSTOWNNY13326$500GENERAL SUPPORT
COOPERSTOWN CONCERT SERIES
P O BOX 624COOPERSTOWNNY13326$8,000GENERAL SUPPORT
FENIMORE ART MUSEUM
P O BOX 800COOPERSTOWNNY13326$65,000SCHOLARSHIP SUPPORT FOR COOPERSTOWN GRADUATE PROGRAM
FIRST BAPTIST CHURCH
19 ELM STREETCOOPERSTOWNNY13326$9,600CAPITAL AND GENERAL SUPPORT
FIRST PRESBYTERIAN CHURCH OF COOPERSTOWN
25 CHURCH STREETCOOPERSTOWNNY13326$73,550CAPITAL, GENERAL SUPPORT, AND FOOD PANTRY
GIRLS ON THE RUN OF CENTRAL NEW YORK
P O BOX 118FLY CREEKNY13337$7,500GENERAL SUPPORT
GRACE EPISCOPAL CHURCH
32 MONTGOMERY STREETCHERRY VALLEYNY13320$7,500CAPITAL AND GENERAL SUPPORT
HYDE HALL INC
P O BOX 721COOPERSTOWNNY13326$65,000SUPPORT FOR EXECUTIVE DIRECTOR'S SALARY
LEAF INC
80 WATER STREETONEONTANY13320$75,000GENERAL SUPPORT
LEATHERSTOCKING COUNCIL BOY SCOUTS OF AMERICA
1401 GENESEE ST UTICAUTICANY13501$10,000CAMP SCHOLARSHIPS
NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC
25 MAIN STREETCOOPERSTOWNNY13326$15,000DIAMONDS OF THE HALL OF FAME VIDEO SERIES
NEW YORK COUNCIL OF NONPROFITS INC
272 BROADWAYALBANYNY12204$95,000GENERAL OPERATING SUPPORT AND OTSEGO COUNTY CAPACITY BUILDING MINI-GRANT PROGRAM
OPPORTUNITIES FOR OTSEGO INC
3 WEST BROADWAYONEONTANY13820$25,000GENERAL SUPPORT
OTSEGO 2000
P O BOX 1130COOPERSTOWNNY13326$85,000GENERAL SUPPORT, SUPORT FOR GLIMMERGLASS FILM DAYS, OTSEGO OUTDOORS
OTSEGO COUNTY CONSERVATION ASSOCIATION
P O BOX 931COOPERSTOWNNY13326$160,000GENERAL SUPPORT
OTSEGO LAND TRUST INC
P O BOX 173COOPERSTOWNNY13326$160,000GENERAL SUPPORT
RICHFIELD SPRINGS COMMUNITY CENTER
P O BOX 108RICHFIELD SPRINGSNY13439$10,000GENERAL SUPPORT
ST MARY'S EPISCOPAL CHURCH
P O BOX 376SPRINGFIELD CENTERNY13468$1,500GENERAL SUPPORT
STATE UNIVERSITY COLLEGE AT ONEONTA FOUNDATION CORPORATION
5838 STATE HIGHWAY 80COOPERSTOWNNY13326$60,000SCHOLARSHIPS FOR LAKE MANAGEMENT PROGRAM
THE SUSQUEHANNA ANIMAL SHELTER
4841 STATE HIGHWAY 28COOPERSTOWNNY13326$575,000CAPITAL PROJECT
UNITED METHODIST CHURCH OF COOPERSTOWN
66 CHESTNUT STREETCOOPERSTOWNNY13326$7,875CAPITAL AND GENERAL SUPPORT
MILFORD FIRE DEPARTMENT & EMERGENCY SQUAD
64 S MAIN STMILFORDNY13807$20,000PPE EQUIPMENT AND APPLIANCE NEEDS
HABITAT FOR HUMANITY OF OTSEGO COUNTY
403-B CHESTNUT STONEONTANY13820$20,000GENERAL SUPPORT
SPRINGFIELD HISTORICAL SOCIETY
PO BOX 57SPRINGFIELD CENTERNY13468$2,000GENERAL SUPPORT
THE FAMILY SERVICE ASSOCIATION OF ONEONTA NY INC
277 CHESTNUT STREETONEONTANY13820$30,000GENERAL SUPPORT
CATSKILL AREA HOSPICE AND PALLIATIVE CARE INC
1 BIRCHWOOD DRIVEONEONTANY13820$35,000GENERAL SUPPORT
CATHOLIC CHARITIES OF DELAWARE OTSEGO AND SCHOHARIE COUNTIES
176 MAIN STREETONEONTANY13820$20,000GENERAL SUPPORT
CENTER FOR AGRICULTURAL DEVELOPMENT & ENTREPRENEURSHIP INC
5 ELM STREET UNIT BONEONTANY13820$95,000GENERAL SUPPORT
COOPERSTOWN CHAMBER OF COMMERCE
31 CHESTNUT STREETCOOPERSTOWNNY13326$2,500GENERAL SUPPORT
OTSEGO COUNTY DEPT OF HEALTH
140 CO HWY 33COOPERSTOWNNY13326$10,000COVID-19 COMMUNICATIONS EFFORT
FieldValueIRS element (for citing)
Total501c3 Org34Total501c3OrgCnt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CLARK ESTATES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionA DIRECTOR IS >35% OWNER OF ENTITY DOING BUSINESS WITH ORGANIZATIONRelationshipDescriptionTxt
Transaction$2,499,500TransactionAmt
TransactionINVESTMENT ADVISORY AND MANAGEMENT FEETransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2BOARD DIRECTORS AND OFFICERS HAVE VARIOUS BUSINESS RELATIONSHIPS WITH OTHER BOARD DIRECTORS AND OFFICERS
FORM 990, PART VI, SECTION A, LINE 6MEMBERS
FORM 990, PART VI, SECTION A, LINE 7AAS SUPPORTED ORGANIZATIONS,4 DIRECTORS ARE APPOINTED BY THE MARY IMOGENE BASSETT HOSPITAL AND 1 DIRECTOR IS APPOINTED BY THE FARMERS' MUSEUM, INC.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 SENT TO AUDIT COMMITTEE FOR REVIEW
FORM 990, PART VI, SECTION B, LINE 12CYEARLY QUESTIONNAIRES ARE FILLED OUT BY ALL GOVERNING MEMBERS
FORM 990, PART VI, SECTION C, LINE 19UPON WRITTEN REQUEST AT THE FOUNDATION OFFICES
FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETCJANE F. CLARK - ONE ROCKEFELLER PLAZA 31ST FL, NEW YORK, NY 10020. KEVIN S. MOORE - ONE ROCKEFELLER PLAZA 31ST FL, NEW YORK, NY 10020. PATRICK BARNES - ONE ROCKEFELLER PLAZA 31ST FL, NEW YORK, NY 10020. RICHARD C. VANISON - ONE ROCKEFELLER PLAZA 31ST FL, NEW YORK, NY 10020. TERRY T. FULMER - ONE ROCKEFELLER PLAZA 31ST FL, NEW YORK, NY 10020. EDWARD GOZIGIAN ESQ. - ONE ROCKEFELLER PLAZA 31ST FL, NEW YORK, NY 10020. STEPHEN M. DUFF - ONE ROCKEFELLER PLAZA 31ST FL, NEW YORK, NY 10020. CHARLES B. KIELER - ONE ROCKEFELLER PLAZA 31ST FL, NEW YORK, NY 10020. J. MICHAEL MOFFAT - ONE ROCKEFELLER PLAZA 31ST FL, NEW YORK, NY 10020. HENRY F. C. WEIL, MD. - ONE ROCKEFELLER PLAZA 31ST FL, NEW YORK, NY 10020. JAMES K. PATRICK - ONE ROCKEFELLER PLAZA 31ST FL, NEW YORK, NY 10020.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
MARY IMOGENE BASSETT HOSPITAL
ONE ATWELL ROADCOOPERSTOWNNY13326135596796HOSPITALNY501(C)(3)30
THE FARMERS'MUSEUM INC
ONE ROCKEFELLER PLAZA 31ST FLNEW YORKNY100202102150547367MUSEUMNY501(C)(3)70
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MARY IMOGENE BASSETT HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$5,300,000InvolvedAmt
Method Of Amount DeterminationBOARD APPROVED FUNDINGMethodOfAmountDeterminationTxt

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