COMMUNITY FOUNDATION OF GREATER ROCHESTER: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF GREATER ROCHESTER (EIN 38-2476777)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-26
- IRS object ID
- 201802079349300510
- Schema version
- 2017v2.3
- 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 | 2018-07-26T09:15:25-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 691 N SQUIRREL RD STE 280 | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382476777 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF GREATER | BusinessNameLine1Txt |
| Business Name Line2 | ROCHESTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2486082804 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 EAST STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHANNA H ALLEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2486082804 | PhoneNum |
| Signature | 2018-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE E MORRIS | PreparerPersonNm |
| PTIN | P00189190 | PTIN |
| Phone | 2483406050 | PhoneNum |
| Preparation | 2018-07-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHANNA H ALLEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 EAST STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,948,906 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFOUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION ENHANCES THE QUALITY OF LIFE FOR PEOPLE WHO LIVE, WORK AND PLAY IN THE GREATER ROCHESTER AREA BY BUILDING A PERMANENT ENDOWMENT THROUGH PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,976,465 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,761,134 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $223,122 | PYInvestmentIncomeAmt |
| CY Investment Income | $660,033 | CYInvestmentIncomeAmt |
| CY Other Revenue | -$13,822 | CYOtherRevenueAmt |
| PY Total Revenue | $2,199,587 | PYTotalRevenueAmt |
| CY Total Revenue | $2,407,345 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $534,502 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $409,357 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $94,115 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $95,195 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $41,660 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $360,894 | PYOtherExpensesAmt |
| CY Other Expenses | $1,145,697 | CYOtherExpensesAmt |
| PY Total Expenses | $989,511 | PYTotalExpensesAmt |
| CY Total Expenses | $1,650,249 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,210,076 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $757,096 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,387,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,533,934 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,027 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,386,235 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,533,934 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION ENHANCES THE QUALITY OF LIFE FOR PEOPLE WHO LIVE, WORK AND PLAY IN THE GREATER ROCHESTER AREA BY BUILDING A PERMANENT ENDOWMENT THROUGH PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,400,816 | ExpenseAmt |
| Grant | $409,357 | GrantAmt |
| Desc | THE ORGANIZATION ENHANCES THE QUALITY OF LIFE FOR PEOPLE WHO LIVE, WORK AND PLAY IN THE GREATER ROCHESTER AREA BY BUILDING A PERMANENT ENDOWMENT THROUGH PHILANTHROPY. | Desc |
| Total Program Service Expenses | $1,400,816 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHANNA H ALLEN | PersonNm |
| Phone | 2486082804 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 EAST STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48307 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MARK AIELLO | ||||||
| VP OF DEVELO | 4.00 | Yes (X) | $0 | $0 | $0 | |
| KEN BILODEAU | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JASON HOFFMEYER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ED GOLICK | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT JUSTIN | ||||||
| CHAIRMAN | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MIKE MACKENS | ||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIMOTHY CRAWFORD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| VERN PIXLEY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN SAVIO | ||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRENT BLANKENSHIP | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TONY MICHAELS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY SALVIA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK TISDEL | ||||||
| VP OF ADMINI | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JUDY DE STEIGER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANGIE SCHMUCKER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHANNA H ALLEN | ||||||
| EXECUTIVE DI | 50.00 | $62,000 | $0 | $5,000 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $62,000 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $5,000 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $121,955 | FundraisingAmt |
| All Other Contributions | $1,639,179 | AllOtherContributionsAmt |
| Noncash Contributions | $33,232 | NoncashContributionsAmt |
| Total Contributions | $1,761,134 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,799 | TotalRevenueColumnAmt |
| Exclusion | $131,799 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,011,232 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,482,998 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $528,234 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $528,234 | TotalRevenueColumnAmt |
| Exclusion | $528,234 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $44,741 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $121,955 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $58,563 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,822 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,407,345 | TotalRevenueColumnAmt |
| Exclusion | $660,033 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,730 | TotalAmt |
| Program Services | $348,730 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,627 | TotalAmt |
| Program Services | $60,627 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,000 | TotalAmt |
| Program Services | $16,750 | ProgramServicesAmt |
| Management And General | $33,500 | ManagementAndGeneralAmt |
| Fundraising | $16,750 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,579 | TotalAmt |
| Program Services | $5,395 | ProgramServicesAmt |
| Management And General | $10,789 | ManagementAndGeneralAmt |
| Fundraising | $5,395 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,616 | TotalAmt |
| Program Services | $1,654 | ProgramServicesAmt |
| Management And General | $3,308 | ManagementAndGeneralAmt |
| Fundraising | $1,654 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,910 | TotalAmt |
| Program Services | $978 | ProgramServicesAmt |
| Management And General | $1,954 | ManagementAndGeneralAmt |
| Fundraising | $978 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,450 | TotalAmt |
| Program Services | $2,863 | ProgramServicesAmt |
| Management And General | $5,724 | ManagementAndGeneralAmt |
| Fundraising | $2,863 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,823 | TotalAmt |
| Program Services | $52,823 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,985 | TotalAmt |
| Program Services | $3,998 | ProgramServicesAmt |
| Management And General | $7,989 | ManagementAndGeneralAmt |
| Fundraising | $3,998 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,128 | TotalAmt |
| Program Services | $1,282 | ProgramServicesAmt |
| Management And General | $2,564 | ManagementAndGeneralAmt |
| Fundraising | $1,282 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,781 | TotalAmt |
| Program Services | $6,195 | ProgramServicesAmt |
| Management And General | $12,391 | ManagementAndGeneralAmt |
| Fundraising | $6,195 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664 | TotalAmt |
| Program Services | $166 | ProgramServicesAmt |
| Management And General | $332 | ManagementAndGeneralAmt |
| Fundraising | $166 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54 | TotalAmt |
| Program Services | $14 | ProgramServicesAmt |
| Management And General | $26 | ManagementAndGeneralAmt |
| Fundraising | $14 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,732 | TotalAmt |
| Program Services | $683 | ProgramServicesAmt |
| Management And General | $1,366 | ManagementAndGeneralAmt |
| Fundraising | $683 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROJECT EXPENSE | $872,372 | $872,372 | ||
| LOSS ON CASH VALUE OF LI | $124,472 | $124,472 | ||
| EVENT EXPENSE | $24,604 | $24,604 | ||
| DUES & SUBSCRIPTIONS | $2,735 | $684 | $1,367 | $684 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,987 | TotalAmt |
| Program Services | $998 | ProgramServicesAmt |
| Management And General | $1,991 | ManagementAndGeneralAmt |
| Fundraising | $998 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,650,249 | TotalAmt |
| Program Services | $1,400,816 | ProgramServicesAmt |
| Management And General | $207,773 | ManagementAndGeneralAmt |
| Fundraising | $41,660 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724,634 | BOYAmt |
| EOY | $427,200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,198 | BOYAmt |
| EOY | $1,674,031 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,878 | BOYAmt |
| EOY | $5,787 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,805,080 | BOYAmt |
| EOY | $7,426,916 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,472 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,387,262 | BOYAmt |
| EOY | $9,533,934 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,027 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,027 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,386,235 | BOYAmt |
| EOY | $9,533,934 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,386,235 | BOYAmt |
| EOY | $9,533,934 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,387,262 | BOYAmt |
| EOY | $9,533,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $757,096 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $390,603 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $719,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $594,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $530,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,976,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,761,134 | CurrentTaxYearAmt |
| Total | $5,581,572 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $719,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $594,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $530,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,976,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,761,134 | CurrentTaxYearAmt |
| Total | $5,581,572 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $205,518 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,376,054 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,799 | CurrentTaxYearAmt |
| Total | $611,041 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $44,741 | CurrentTaxYearAmt |
| Total | $44,741 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,237,354 | TotalSupportAmt |
| Public Support CY170 | 0.86190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78660 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | GROSS INCOME FROM FUNDRAISING 44,741 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 37 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 109 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $613,392 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,246,242 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $829,897 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $565,481 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,970,588 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $5,563,346 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,386,235 | BeginningYearBalanceAmt |
| Contributions | $1,805,875 | ContributionsAmt |
| Investment Earnings Or Losses | $1,050,636 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $409,357 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,149,887 | OtherExpendituresAmt |
| Administrative Expenses | $149,568 | AdministrativeExpensesAmt |
| End Year Balance | $9,533,934 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,034,841 | BeginningYearBalanceAmt |
| Contributions | $2,008,215 | ContributionsAmt |
| Investment Earnings Or Losses | $364,440 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $534,502 | GrantsOrScholarshipsAmt |
| Other Expenditures | $308,303 | OtherExpendituresAmt |
| Administrative Expenses | $178,456 | AdministrativeExpensesAmt |
| End Year Balance | $8,386,235 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,868,158 | BeginningYearBalanceAmt |
| Contributions | $534,092 | ContributionsAmt |
| Investment Earnings Or Losses | $75,744 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $355,440 | GrantsOrScholarshipsAmt |
| Other Expenditures | $931,266 | OtherExpendituresAmt |
| Administrative Expenses | $156,447 | AdministrativeExpensesAmt |
| End Year Balance | $7,034,841 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,773,332 | BeginningYearBalanceAmt |
| Contributions | $594,078 | ContributionsAmt |
| Investment Earnings Or Losses | $336,360 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $225,147 | GrantsOrScholarshipsAmt |
| Other Expenditures | $455,620 | OtherExpendituresAmt |
| Administrative Expenses | $154,845 | AdministrativeExpensesAmt |
| End Year Balance | $7,868,158 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,200,214 | BeginningYearBalanceAmt |
| Contributions | $737,793 | ContributionsAmt |
| Investment Earnings Or Losses | $781,808 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $242,452 | GrantsOrScholarshipsAmt |
| Other Expenditures | $566,538 | OtherExpendituresAmt |
| Administrative Expenses | $137,493 | AdministrativeExpensesAmt |
| End Year Balance | $7,773,332 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Total Rev Etc Audited Fincl Stmt | $2,856,511 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $390,603 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $58,563 | OtherRevenueAmt |
| Revenue Not Reported | $449,166 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,407,345 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,407,345 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,708,812 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $58,563 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $58,563 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,650,249 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,650,249 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ENDOWMENT FUNDS ARE EITHER FOR THE GENERAL BENEFIT OF THE GREATER ROCHESTER AREA OR TO FURTHER THE CHARITABLE GOALS OF THE DONORS THAT MAY EXTEND BEYOND THE GREATER ROCHESTER AREA. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | RE-CLASS SCH G EXPENSES 58,563 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | RE-CLASS SCH G EXPENSES 58,563 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VETERAN'S TRIBU | Event1Nm |
| Gross Receipts Event1 | $36,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $21,600 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $14,400 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $1,445 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $13,111 | OtherDirectExpensesEvent1Amt |
| Event2 | W. BLOOMFIELD T | Event2Nm |
| Gross Receipts Event2 | $33,708 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $30,608 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,100 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $250 | CashPrizesEvent2Amt |
| Food And Beverage Event2 | $3,100 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,342 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $96,988 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $69,747 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $27,241 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $1,527 | CashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $8,051 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $15,277 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $4,750 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $9,710 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $166,696 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $121,955 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $44,741 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,777 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,051 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $19,822 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $24,163 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $58,563 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$13,822 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| WINNING FUTURES | |||||||
| 27500 COSGROVE | WARREN | MI | 48092 | 202263860 | 3 | $25,000 | OPERATIONS |
| ROCHESTER AREA NEIGHBORHOOD HOUSE | |||||||
| 1234 INGLEWOOD | ROCHESTER | MI | 483081532 | 381956214 | 3 | $125,000 | OPERATIONS |
| CITY OF ROCHESTER HILLS | |||||||
| 1000 ROCHESTER HILLS DRIVE | ROCHESTER HILLS | MI | 48309 | GOV | $7,125 | MUSEUM OPERATIONS | |
| THE OPTION INSTITUTE | |||||||
| 2080 S UNDERMOUNTAIN ROAD | SHEFFIELD | MA | 012579643 | 042780755 | 3 | $10,000 | GENERAL PROGRAMMING |
| CASS COMMUNITY SOCIAL SERVICES | |||||||
| 11745 ROSA PARKS BOULEVARD | DETROIT | MI | 48206 | 383429921 | 3 | $10,000 | SPEAKER HONORARIUM |
| BLESSINGS IN A BACKPACK | |||||||
| 4121 SHELBYVILLE ROAD | LOUISVILLE | KY | 40207 | 261964620 | 3 | $61,662 | NAT'L PROG. DONATION |
| NEW DAY FOUNDATION | |||||||
| 414 MAIN STREET STE 205 | ROCHESTER | MI | 48307 | 260609040 | 3 | $35,000 | GREAT OAKS GIVES |
| CAREER DRESS | |||||||
| 55 W HURON ST | PONTIAC | MI | 48342 | 473704980 | 3 | $7,500 | WOMEN'S PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS - HIGHER ED | GrantTypeTxt |
| Recipient | 64 | RecipientCnt |
| Cash Grant | $60,627 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PAGE 1, PART I, LINE 2 | THE ORGANIZATION REQUIRES A PROGRESS REPORT FROM THE DONEE UPON EITHER COMPLETION OF THE GRANT OR ON AN ANNUAL BASIS. |
| SCHEDULE I, PAGE 4, PART IV | SCHOLARSHIPS ARE GIVEN THROUGH A COMPETITIVE GRANT PROCESS. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | COROPLAST SIGNS | 33 | $308 | FMV |
| Yes (X) | REFRESHMENTS | 1 | $207 | FMV |
| Yes (X) | AUCTION ITEMS | 8 | $32,717 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 | ALL LINES LEFT BLANK ARE NOT APPLICABLE TO THE ORGANIZATION. |
| FORM 990, PART VI | LINE 1A - VOTING RIGHTS OF THE GOVERNING BODY THE COMMUNITY FOUNDATION OF GREATER ROCHESTER HAS TWO LEVELS OF VOLUNTEER SERVICE: 1) BOARD OF TRUSTEES - THIS IS THE GOVERNING BODY OF THE FOUNDATION WITH ALL LEGAL POWERS AND RESPONSIBILITIES. 2) MEMBERSHIP - THIS IS THE "ENTRY LEVEL" OF VOLUNTEER SERVICE. MEMBERS DO NOT HAVE LEGAL POWERS AND RESPONSIBILITIES. BOTH THE BOARD OF TRUSTEES AND THE MEMBERSHIP SERVE WITHOUT COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM IS ELECTRONICALLY DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO FILING AND REVIEWED AT THE NEXT REGULARLY SCHEDULED BOARD MEETING WITH THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL MEMBERS OF THE BOARD OF TRUSTEES ANNUALLY REVIEW A CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AS PART OF THE ANNUAL FOUNDATION AUDIT. DEVIATIONS ARE REVIEWED BY THE BOARD OF TRUSTEES. IF THERE ARE ANY CONFLICTS NOTED THE BOARD EVALUATES THEM ON A CASE BY CASE BASIS TO DETERMINE WHAT, IF ANY, CORRECTIVE STEPS NEED TO BE TAKEN. MEMBERS OF THE BOARD WITH A CONFLICT OF INTEREST ARE REQUIRED TO ABSTAIN FROM PARTICIPATING IN DECISIONS OR ACTIONS OR THE CONSIDERATION OF DECISIONS OR ACTIONS IN WHICH THEY HAVE A CONFLICT OF INTEREST, AND THEY CANNOT BE PRESENT FOR THE DISCUSSION OR VOTING ON ANY SUCH MATTERS UNLESS EXPRESSLY REQUESTED TO PROVIDE INFORMATION OR INTERPRETATION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION IS REVIEWED BY THE ADMINISTRATIVE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9 | RE-CLASS SCH G EXPENSES 58,563 RE-CLASS SCH G EXPENSES -58,563 |
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