SCRIVEN FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SCRIVEN FOUNDATION (EIN 13-2865735)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201943169349300844
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T08:11:36-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135524538 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK ESTATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132865735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCRIVEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCRI | BusinessNameControlTxt |
| Phone | 2129776900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA NO 31ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100202102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD C VANISON | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 2129776900 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY FASANO CPA CMA | PreparerPersonNm |
| PTIN | P01844986 | PTIN |
| Phone | 2129776900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.239.50.154 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 09:00:35 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1D4EC1D5CF0DEB2F4A1155CC833AF973EB499808 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E12CC59FDCBE77394F78ECB0C4DCFF7BEE65D1B4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANE F CLARK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $83,495,971 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | "N/A" | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | GRANTS TO OTSEGO COUNTY, NY BASED CHARITIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,524,300 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,616,710 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $21,524,300 | PYTotalRevenueAmt |
| CY Total Revenue | $18,616,710 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,648,975 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,614,112 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,374,278 | PYOtherExpensesAmt |
| CY Other Expenses | $2,539,671 | CYOtherExpensesAmt |
| PY Total Expenses | $5,023,253 | PYTotalExpensesAmt |
| CY Total Expenses | $14,153,783 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,501,047 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,462,927 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $241,917,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,638,301 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $107,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $169,500 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $241,810,191 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $223,468,801 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT MARY IMOGENE BASSETT HOSPITAL, THE FARMERS' MUSEUM, INC. AND OTHER CHARITABLE ENTITIES IN OTSEGO COUNTY, NEW YORK. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,614,112 | ExpenseAmt |
| Grant | $11,614,112 | GrantAmt |
| Desc | CONTRIBUTIONS TO CHARITIES AND SUPPORT FOR THE MARY IMOGENE BASSETT HOSPITAL. | Desc |
| Total Program Service Expenses | $11,614,112 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCRIVEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129776900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100202102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JANE F CLARK | ||||||
| PRESIDENT/ DIRECTOR | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERRY T FULMER | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| EDWARD GOZIGIAN ESQ | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN M DUFF | ||||||
| DIRECTOR | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES B KIELER | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| J MICHAEL MOFFAT | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| HENRY F C WEIL MD | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JAMES K PATRICK | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| KEVIN S MOORE | ||||||
| VICE PRES./TREAS. | 0.10 | Yes (X) | $0 | $0 | $0 | |
| PATRICK BARNES | ||||||
| SECRETARY | 0.10 | Yes (X) | $0 | $0 | $0 | |
| RICHARD C VANISON | ||||||
| ASST. TREASURER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK ESTATES INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT ADVISORY AND MANAGEMENT FEES | ServicesDesc |
| Compensation | $2,275,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,846,493 | TotalRevenueColumnAmt |
| Exclusion | $15,846,493 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,649,478 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,879,261 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,770,217 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,770,217 | TotalRevenueColumnAmt |
| Exclusion | $2,770,217 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,616,710 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,616,710 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,614,112 | TotalAmt |
| Program Services | $11,614,112 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,275,000 | TotalAmt |
| Management And General | $2,275,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,500 | TotalAmt |
| Management And General | $26,500 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,019 | TotalAmt |
| Management And General | $7,019 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,001 | TotalAmt |
| Management And General | $28,001 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| CUSTODY FEE | $166,091 | $166,091 |
| DEPRECIATION | $13,609 | $13,609 |
| PROPERTY TAX | $11,866 | $11,866 |
| PROPERTY EXPENSE | $9,892 | $9,892 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,693 | TotalAmt |
| Management And General | $1,693 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,153,783 | TotalAmt |
| Program Services | $11,614,112 | ProgramServicesAmt |
| Management And General | $2,539,671 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,862,743 | BOYAmt |
| EOY | $21,327,305 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,834,400 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $548,807 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $244,102 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,450 | BOYAmt |
| EOY | $304,705 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,504,998 | BOYAmt |
| EOY | $44,895,872 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,349,100 | BOYAmt |
| EOY | $157,110,419 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,917,691 | BOYAmt |
| EOY | $223,638,301 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,500 | BOYAmt |
| EOY | $169,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,500 | BOYAmt |
| EOY | $169,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,810,191 | BOYAmt |
| EOY | $223,468,801 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,810,191 | BOYAmt |
| EOY | $223,468,801 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,917,691 | BOYAmt |
| EOY | $223,638,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,462,927 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$22,804,317 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| MARY IMOGENE BASSETT HOSPITAL | ||||
| 135596796 | 3 | Yes (1) | $9,251,800 | $0 |
| THE FARMERS' MUSEUM INC | ||||
| 150547367 | 7 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $9,251,800 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION A, LINE 6: | FormAndLineReferenceDesc |
| Explanation | IN ADDITION TO SUPPORT PROVIDED TO SUPPORTED ORGANIZATIONS, GRANTS ARE ALSO MADE TO CHARITABLE ORGANIZATIONS THAT CONDUCT THEIR PRINCIPAL ACTIVITES WITHIN THE COUNTY OF OTSEGO, NEW YORK. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,000 | OtherCostOrOtherBasisAmt |
| Book Value | $8,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $540,807 | OtherCostOrOtherBasisAmt |
| Depreciation | $244,102 | DepreciationAmt |
| Book Value | $296,705 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $304,705 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE EQUITY SECURITIES | Desc |
| Book Value | $157,110,419 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $157,110,419 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$4,187,607 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$22,804,317 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$22,804,317 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,616,710 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,616,710 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,153,783 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,153,783 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,153,783 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 II | PURSUANT 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||
| 100 LOMOND COURT | UTICA | NY | 13502 | $5,000 | GENERAL FUNDS |
| CATSKILL HOSPICE AND PALLIATIVE CARE | |||||
| 1 BIRCHWOOD DRIVE | ONEONTA | NY | 13820 | $25,000 | GENERAL FUNDS |
| CENTER FOR AG DEV & ENTERPRENEURSHIP | |||||
| 5 ELM STREET UNIT B | ONEONTA | NY | 13820 | $95,000 | GENERAL FUNDS |
| CHERRY VALLEY HISTORICAL ASSOCIATION | |||||
| 49 MAIN STREET | CHERRY VALLEY | NY | 13320 | $10,000 | GENERAL FUNDS |
| CHRIST EPISCOPAL CHURCH | |||||
| 69 FAIR ST | COOPERSTOWN | NY | 13326 | $16,000 | GENERAL FUNDS |
| COOPERSTOWN ART ASSOCIATION | |||||
| 22 MAIN STREET | COOPERSTOWN | NY | 13326 | $50,000 | GENERAL FUNDS |
| COOPERSTOWN COMMUNITY CHRISTMAS COMMITTEE | |||||
| P O BOX 428 | COOPERSTOWN | NY | 13326 | $1,000 | GENERAL FUNDS |
| COOPERSTOWN CONCERT SERIES | |||||
| P O BOX 624 | COOPERSTOWN | NY | 13326 | $7,000 | GENERAL FUNDS |
| FENIMORE ART MUSEUM | |||||
| P O BOX 800 | COOPERSTOWN | NY | 13326 | $65,000 | GENERAL FUNDS |
| FIRST BAPTIST CHURCH | |||||
| 19 ELM STREET | COOPERSTOWN | NY | 13326 | $5,000 | GENERAL FUNDS |
| FIRST PRESBYTERIAN CHURCH OF COOPERSTOWN | |||||
| 25 CHURCH STREET | COOPERSTOWN | NY | 13326 | $80,500 | GENERAL FUNDS |
| GIRLS ON THE RUN OF CENTRAL NEW YORK | |||||
| P O BOX 118 | FLY CREEK | NY | 13337 | $7,500 | GENERAL FUNDS |
| GRACE EPISCOPAL CHURCH | |||||
| 32 MONTGOMERY STREET | CHERRY VALLEY | NY | 13320 | $7,500 | GENERAL FUNDS |
| HYDE HALL INC | |||||
| P O BOX 721 | COOPERSTOWN | NY | 13326 | $65,000 | GENERAL FUNDS |
| LEAF INC | |||||
| 80 WATER STREET | ONEONTA | NY | 13320 | $75,000 | GENERAL FUNDS |
| LEATHERSTOCKING COUNCIL BOY SCOUTS OF AMERICA | |||||
| 1401 GENESEE ST UTICA | UTICA | NY | 13501 | $5,000 | GENERAL FUNDS |
| NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC | |||||
| 25 MAIN STREET | COOPERSTOWN | NY | 13326 | $215,000 | GENERAL FUNDS |
| NEW YORK COUNCIL OF NONPROFITS INC | |||||
| 272 BROADWAY | ALBANY | NY | 12204 | $95,000 | GENERAL FUNDS |
| OPPORTUNITIES FOR OTSEGO INC | |||||
| 3 WEST BROADWAY | ONEONTA | NY | 13820 | $30,000 | GENERAL FUNDS |
| OTSEGO 2000 | |||||
| P O BOX 1130 | COOPERSTOWN | NY | 13326 | $85,000 | GENERAL FUNDS |
| OTSEGO COUNTY CONSERVATION ASSOCIATION | |||||
| P O BOX 931 | COOPERSTOWN | NY | 13326 | $175,000 | GENERAL FUNDS |
| OTSEGO LAND TRUST INC | |||||
| P O BOX 173 | COOPERSTOWN | NY | 13326 | $189,800 | GENERAL FUNDS |
| RICHFIELD SPRINGS COMMUNITY CENTER | |||||
| P O BOX 108 | RICHFIELD SPRINGS | NY | 13439 | $5,000 | GENERAL FUNDS |
| ST MARY'S EPISCOPAL CHURCH | |||||
| P O BOX 376 | SPRINGFIELD CENTER | NY | 13468 | $1,500 | GENERAL FUNDS |
| STATE UNIVERSITY COLLEGE AT ONEONTA FOUNDATION CORPORATION | |||||
| 5838 STATE HIGHWAY 80 | COOPERSTOWN | NY | 13326 | $72,000 | GENERAL FUNDS |
| THE SUSQUEHANNA ANIMAL SHELTER | |||||
| 4841 STATE HIGHWAY 28 | COOPERSTOWN | NY | 13326 | $100,000 | GENERAL FUNDS |
| UNITED METHODIST CHURCH OF COOPERSTOWN | |||||
| 66 CHESTNUT STREET | COOPERSTOWN | NY | 13326 | $37,725 | GENERAL FUNDS |
| MILFORD FIRE DEPARTMENT & EMERGENCY SQUAD | |||||
| 64 S MAIN ST | MILFORD | NY | 13807 | $47,000 | GENERAL FUNDS |
| HABITAT FOR HUMANITY OF OTSEGO COUNTY | |||||
| 403-B CHESTNUT ST | ONEONTA | NY | 13820 | $10,000 | GENERAL FUNDS |
| HARTWICK FIRE DEPARTMENT | |||||
| 3088 COUNTY HIGHWAY 11 | HARTWICK | NY | 13348 | $47,000 | GENERAL FUNDS |
| OTSEGO COUNTY CHAPTER NYSARC | |||||
| P O BOX 490 | ONEONTA | NY | 13820 | $50,000 | GENERAL FUNDS |
| PATHFINDER VILLAGE INC | |||||
| 3 CHENANGO RD | EDMESTON | NY | 13335 | $200,000 | GENERAL FUNDS |
| SPRINGFIELD HISTORICAL SOCIETY | |||||
| PO BOX 57 | SPRINGFIELD CENTER | NY | 13468 | $2,000 | GENERAL FUNDS |
| THE FAMILY SERVICE ASSOCIATION OF ONEONTA NY INC | |||||
| 277 CHESTNUT STREET | ONEONTA | NY | 13820 | $30,000 | GENERAL FUNDS |
| THE MARY IMOGENE BASSETT HOSPITAL | |||||
| 1 ATWELL RD | COOPERSTOWN | NY | 13326 | $9,251,800 | UPDATE EQUIPMENT AND FACILITY |
| VILLAGE OF COOPERSTOWN | |||||
| PO BOX 346 22 MAIN STREET | COOPERSTOWN | NY | 13326 | $40,000 | GENERAL FUNDS |
| WORCESTER FREE LIBRARY | |||||
| 168 MAIN STREET | WORCESTER | NY | 12197 | $80,000 | GENERAL FUNDS |
| COOPERSTOWN GETAWAY | |||||
| PO BOX 800 | COOPERSTOWN | NY | 13326 | $330,787 | GENERAL FUNDS |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| THE CLARK ESTATES INC | |||
| A DIRECTOR IS >35% OWNER OF ENTITY DOING BUSINESS WITH ORGANIZATION | $2,275,000 | INVESTMENT ADVISORY AND MANAGEMENT FEE | 0 |
| THE CLARK ESTATES INC | |||
| A DIRECTOR AND AN OFFICER ARE OFFICERS OF AN ENTITY DOING BUSINESS | $2,275,000 | INVESTMENT ADVISORY AND MANAGEMENT FEE | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD DIRECTORS AND OFFICERS HAVE VARIOUS BUSINESS RELATIONSHIPS WITH OTHER BOARD DIRECTORS AND OFFICERS |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7A | AS 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 11B | FORM 990 SENT TO AUDIT COMMITTEE FOR REVIEW |
| FORM 990, PART VI, SECTION B, LINE 12C | YEARLY QUESTIONNAIRES ARE FILLED OUT BY ALL GOVERNING MEMBERS |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON WRITTEN REQUEST AT THE FOUNDATION OFFICES |
| FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | JANE 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| MARY IMOGENE BASSETT HOSPITAL | |||||||||
| ONE ATWELL ROAD | COOPERSTOWN | NY | 13326 | 135596796 | HOSPITAL | NY | 501(C)(3) | 3 | 0 |
| THE FARMERS'MUSEUM INC | |||||||||
| ONE ROCKEFELLER PLAZA 31ST FL | NEW YORK | NY | 100202102 | 150547367 | MUSEUM | NY | 501(C)(3) | 7 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY IMOGENE BASSETT HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $9,251,800 | InvolvedAmt |
| Method Of Amount Determination | BOARD APPROVED FUNDING | MethodOfAmountDeterminationTxt |
Comments