2017-11-28T11:36:03-06:00 2017-06-30 141567370 NUGENT & HAEUSSLER PC 101 BRACKEN ROAD MONTGOMERY NY 12549 990 2016-07-01 061551843 COMMUNITY FOUNDATION OF ORANGE COUNTY INC COMM 8457699393 30 SCOTTS CORNER DRIVE NO 203 MONTGOMERY NY 12549 JOSH SOMMERS CHAIRMAN 8457699393 2017-11-27 1 MARK M LEVY CPA P01061802 8454571100 2017-11-27 24.213.180.109 2017-11-27 10:53:21 ES P 4467B067B9E199F4E9F3FFF5C4ADA94D75F1D109 6FC4074D488738D84953989268EAAB114A5ED9C4 2016 2017-02-10 21:41:12Z JOSH SOMMERS 30 SCOTTS CORNERS DRIVE MONTGOMERY NY 12549 11096403 0 X WWW.CFOSNY.ORG X 1999 NY THE FOUNDATION'S MISSION IS TO ENABLE CHARITABLE INDIVIDUALS AND ORGANIZATIONS TO BECOME MEANINGFUL DONORS BY PROVIDING TRUSTED SUPPORT AND EXPERTISE FOR THEIR CONTRIBUTIONS TO MAKE A DIFFERENCE IN OUR COMMUNITY, NOW AND FOREVER. 27 27 6 0 0 0 3850372 4513610 205124 237728 1232530 629313 0 0 5288026 5380651 1088436 867670 0 0 274654 322959 0 0 42472 375070 412304 1738160 1602933 3549866 3777718 19075474 24516247 5274928 6096058 13800546 18420189 THE FOUNDATION'S MISSION IS TO ENABLE CHARITABLE INDIVIDUALS AND ORGANIZATIONS TO BECOME MEANINGFUL DONORS BY PROVIDING TRUSTED SUPPORT AND EXPERTISE FOR THEIR CONTRIBUTIONS TO MAKE A DIFFERENCE IN OUR COMMUNITY, NOW AND FOREVER. 0 0 1407312 867670 237728 THE ORGANIZATION PROVIDES CHARITABLE GIVING SERVICES TO DONORS AND ACTS AS A CLEARING HOUSE FOR LONG TERM FUND MANAGEMENT AND DISTRIBUTION TO NOT-FOR-PROFIT ORGANIZATIONS AND OTHER CHARITABLE ENDEAVORS. 1407312 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X X ELIZABETH ROWLEY 8457699393 30 SCOTTS CORNERS DRIVE SUITE 203 MONTGOMERY NY 12549 CHRISTOPHER CORALLO TREASURER 2.00 X X 0 0 0 MICHAEL BONURA FIRST VICE CHAIR 2.00 X X 0 0 0 WILLIAM BRATTON DIRECTOR 2.00 X 0 0 0 DAVID APPS DIRECTOR 2.00 X 0 0 0 JOHN M DAVIES DIRECTOR 2.00 X 0 0 0 KATHARINE FITZGERALD DIRECTOR 2.00 X 0 0 0 ERIC FUENTES DIRECTOR 2.00 X 0 0 0 BARRY LEWIS DIRECTOR 2.00 X 0 0 0 GERALD N JACOBOWITZ ESQ DIRECTOR 2.00 X 0 0 0 DR MICHELLE A KOURY SECOND VICE CHAIR 2.00 X X 0 0 0 WAYNE MARTIN CPA DIRECTOR 2.00 X 0 0 0 TIMOTHY S MCCAUSLAND ESQUIRE CHAIR ELECT 2.00 X X 0 0 0 SUSAN D NAJORK DIRECTOR 2.00 X 0 0 0 BONNIE ORR CPA SECRETARY 2.00 X X 0 0 0 ANDREW PAVLOFF CPA DIRECTOR 2.00 X 0 0 0 WILLIAM QUACKENBUSH DIRECTOR 2.00 X 0 0 0 RICHARD SHAPIRO ESQ DIRECTOR 2.00 X 0 0 0 GARALD J SKODA DIRECTOR 2.00 X 0 0 0 MAGGIE SMITH ASSISTANT TREASURER 2.00 X X 0 0 0 RJ SMITH DIRECTOR 2.00 X 0 0 0 JOSH SOMMERS CHAIRMAN 2.00 X X 0 0 0 GARY SIEGEL DIRECTOR 2.00 X 0 0 0 AMANDA WARD DIRECTOR 2.00 X 0 0 0 DAVID MISTRETTA DIRECTOR 2.00 X 0 0 0 DERRIK WYNKOOP PAST-CHAIRMAN 2.00 X 0 0 0 GEORGE KINNE DIRECTOR 2.00 X 0 0 0 VALERIE ZAMMITTI DIRECTOR 2.00 X 0 0 0 ELIZABETH ROWLEY PRESIDENT & CEO 65.00 X 89479 0 0 89479 0 0 0 0 0 0 0 1670 322745 4189195 4513610 ADMINISTRATIVE FEES 900099 235528 235528 SEMINARS 900099 2200 2200 237728 350117 350117 5748577 5469381 279196 279196 279196 246371 322745 246371 0 5380651 237728 0 629313 638105 638105 229565 229565 91534 63894 23033 4607 189862 102944 57776 29142 8941 5812 2682 447 11757 7642 3527 588 20865 12371 5992 2502 10000 10000 87352 87352 2217 2217 22475 12360 8990 1125 21088 12653 8435 30353 21247 9106 4965 2227 2235 503 3844 2306 1538 2073 1243 821 9 7621 5715 1906 ADMINISTRATIVE FEES 176103 176103 COMPUTER SUPPORT 17178 10305 5154 1719 PRINTING AND PUBLICATIO 15839 7920 6336 1583 TELEPHONE 4943 2719 1977 247 6253 4829 1424 1602933 1407312 153149 42472 67295 54499 1402263 1468857 2361 4971 15143 9845 7279 5298 17528716 22903052 92 0 67468 79570 19075474 24516247 11965 7625 15375 6000 5247588 6082433 5274928 6096058 X 621415 754413 742618 1001328 12436513 16664448 13800546 18420189 19075474 24516247 3777718 841925 0 X 0 1 X 1 0 X 1198900 1574417 2500684 3850372 4513610 13637983 1198900 1574417 2500684 3850372 4513610 13637983 13637983 97329 252162 301517 194819 350117 1195944 377971 490032 368848 393178 484099 2114128 16948055 0.80470 0.76670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41 920289 117650 4358687 1 1 0 13179131 4397053 1421660 640833 427845 263390 17665776 11137730 3647202 -107486 642858 638552 216905 13179131 9380345 2337794 276972 353294 312393 192694 11137730 7273769 1593044 1206696 530432 162732 9380345 5940445 1159949 800628 495353 131900 7273769 0.94330 0.05670 0 0 9547 4954 4593 5596 4891 705 5298 FIXED INCOME 7168701 F EQUITIES 12689224 F MUTUAL FUNDS 2520196 F EXCHANGE-TRADE PRODUCTS 524931 F 22903052 AGENCY ENDOWMENTS 4358687 SPLIT-INTEREST AGREEMENT 28176 DUE TO ROCKLAND COMMUNITY FOUNDATION 1695570 6082433 6468947 841925 246371 1088296 5380651 0 5380651 1849304 246371 246371 1602933 0 1602933 PART V, LINE 4: WE ENABLE CHARITABLE INDIVIDUALS AND ORGANIZATIONS TO BECOME MEANINGFUL DONORS BY PROVIDING TRUSTED SUPPORT AND EXPERTISE FOR THEIR CONTRIBUTIONS TO MAKE A DIFFERENCE IN OUR COMMUNITY, NOW AND FOREVER. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET ON IRS FORM 990 246,371. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET ON IRS FORM 990 246,371. ANNUAL RECEPTION 181095 141754 39341 39341 RICHARD G MCCOY FOUNDATION GOLF OUT 44826 15564 29262 29262 34 343195 165427 177768 177768 569116 322745 246371 246371 246371 0 1 THE STORM KING SCHOOL 314 MOUNTAIN ROAD CORNWALLONHUDSON NY 12520 141418685 25000 SCHOLARSHIPS LITERACY ORANGE 111 CENTER STREET MIDDLETOWN NY 10940 222562904 5194 RAISING LITERACY RATE OF LOCAL COMMUNITY ROTARY CLUB OF MIDDLETOWN PO BOX 627 MIDDLETOWN NY 10940 5250 COMMUNITY SERVICE THE UNIVERSITY OF CALIFORNIA 1001 POTRERO AVENUE ROOM 3C-38 SAN FRANCISCO CA 94110 946036493 20000 CEREBROVASCULAR RESEARCH MOUNT SAINT MARY COLLEGE 330 POWELL AVENUE NEWBURGH NY 12550 141468399 10000 SUPPORT AND COMMUNITY OUTREACH BEAUTIFUL PEOPLE - ADAPTIVE SPORTS FOR CHILDREN WITH DISABILITIES 28 CHURCH STREET WARWICK NY 10990 11500 PROGRAM SUPPORT GRANTS OR 5000 N/A NA NY 12550 353512 PROGRAM SUPPORT TRUSTEES OF COLUMBIA UNIVERSITY 630 WEST 168ST NEW YORK NY 10032 135598093 12750 RESEARCH GRANT FRIENDS OF THE ORANGE COUNTY ARBORETUM 211 ROUTE 416 MONTGOMERY NY 12549 141804703 7000 BUILD GARDEN WALKWAY FOR PARK MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY INC 73 JAMES P KELLY WAY MIDDLETOWN NY 10940 146024124 8440 SUPPORT PROGRAMS FOR ADULTS WITH AUTISM WALLKILL VALLEY LAND TRUST PO BOX 208 NEW PALTZ NY 12561 222867070 10000 PROGRAM SUPPORT TUNNEL TO TOWERS FOUNDATION 6 CHARCOAL RIDGE ROAD WEST NEW FAIRFIELD CT 06812 020554654 15000 9/11 MOBILE MUSEUM VILLAGE OF LIBERTY 167 NORTH MAIN STREET LIBERTY NY 12754 25000 COMMUNITY DEVELOPMENT TOWN OF LIBERTY 120 NORTH MAIN STREET LIBERTY NY 12754 25000 COMMUNITY DEVELOPMENT HABITAT FOR HUMANITY OF GREATER NEWBURGH INC PO BOX 1694 NEWBURGH NY 12550 25000 SUPPORT GRANT YMCA OF MIDDLETOWN 81 HIGHLAND AVENUE MIDDLETOWN NY 10940 141340134 50000 PROGRAM SUPPORT GRANT TEMPLE SINAI 75 HIGHLAND AVENUE MIDDLETOWN NY 10940 141436846 29459 PROGRAM SUPPORT GRANT SCHOLARSHIP TO ALFRED STATE COLLEGE 3 3000 0 SCHOLARSHIP TO ADELPHI UNIVERSITY 1 500 0 SCHOLARSHIP TO BINGHAMTON UNIVERSITY 5 7500 0 SCHOLARSHIP TO BROWN UNIVERSITY 1 2000 0 SCHOLARSHIP TO CAMP OAKHURST 1 500 0 SCHOLARSHIP TO CHARLESTON SOUTHERN UNIVERSITY 1 2500 0 SCHOLARSHIP TO COUNTY COLLEGE OF MORRIS 1 2500 0 SCHOLARSHIP TO DARTMOUTH COLLEGE 1 1500 0 SCHOLARSHIP TO COLLEGE OF CHARLESTON 1 2000 0 SCHOLARSHIP TO CORNELL UNIVERSITY 1 1000 0 SCHOLARSHIP TO FASHION INSTITUE OF TECHNOLOGY 1 750 0 SCHOLARSHIP TO FARMINGDALE STATE COLLEGE 1 10000 0 SCHOLARSHIP TO GENEVA COLLEGE 1 2000 0 SCHOLARSHIP TO HAMILTON COLLEGE 1 3000 0 SCHOLARSHIP FOR HUDSON VALLEY BUILDERS ASSOCIATION 1 500 0 SCHOLARSHIP TO HARTWICK COLLEGE 2 1110 0 SCHOLARSHIP TO HARVARD UNIVERSITY 1 1250 0 SCHOLARSHIP TO JOHN S BURKE CATHOLIC HIGH SCHOOL 1 1000 0 SCHOLARSHIP TO HUNTER COLLEGE 1 1000 0 SCHOLARSHIP TO ITHACA COLLEGE 2 1250 0 SCHOLARSHIP TO MARIST COLLEGE 1 500 0 SCHOLARSHIP TO JOHNSON AND WALES UNIVERSITY 2 1250 0 SCHOLARSHIP TO MESSIAH COLLEGE 1 5000 0 SCHOLARSHIP TO MISERICORDIA UNIVERSITY 1 2000 0 SCHOLARSHIP TO MORRISVILLE STATE COLLEGE 2 4000 0 SCHOLARSHIP FOR KIWANIS CLUB OF CHESTER 1 1000 0 SCHOLARSHIP TO LEMOYNE COLLEGE 1 1000 0 SCHOLARSHIP TO ORANGE COUNTY COMMUNITY COLLEGE 12 10785 0 SCHOLARSHIP TO MANHATTAN COLLEGE 2 3000 0 SCHOLARSHIP TO MARYWOOD UNIVERSITY 2 5250 0 SCHOLARSHIP TO MERCY COLLEGE 1 1000 0 SCHOLARSHIP TO NEW YORK CITY COLLEGE OF TECHNOLOGY 1 1500 0 SCHOLARSHIP TO NORTH CAROLINA STATE UNIVERSITY 1 250 0 SCHOLARSHIP TO PENNSYLVANIA STATE UNIVERSITY 3 3000 0 SCHOLARSHIP TO RENSSELAER POLYTECHNIC INSTITUTE 2 4250 0 SCHOLARSHIP TO ROCHESTER INSTITUTE OF TECHNOLOGY 1 1000 0 SCHOLARSHIP TO ROCKLAND COMMUNITY COLLEGE 2 1500 0 SCHOLARSHIP TO ROGER WILLIAMS UNIVERSITY 1 1000 0 SCHOLARSHIP FROM THE ROTARY CLUB OF MIDDLETOWN 3 7750 0 SCHOLASHIP TO SUNY ONEONTA 3 6000 0 SCHOLARSHIP TO SACRED HEART UNIVERSITY 1 2000 0 SCHOLARSHIP TO SUNY - POTSDAM 1 500 0 SCHOLARSHIP TO SAINT PETER'S UNIVERSITY 1 1000 0 SCHOLARSHIP TO SUNY COBLESKILL 1 3000 0 SCHOLARSHIP TO SUNY GENESEO 5 5700 0 SCHOLARSHIP TO SUNY NEW PALTZ 2 2000 0 SCHOLARSHIP TO SUNY OSWEGO 4 8250 0 SCHOLARSHIP TO SUNY PLATTSBURGH 1 1000 0 SCHOLARSHIP TO SALISBURY UNIVERSITY 1 500 0 SCHOLARSHIP TO SYRACUSE UNIVERSITY 5 4500 0 SCHOLARSHIP TO SIENA COLLEGE 1 500 0 SCHOLARSHIP TO STONEHILL COLLEGE 1 3750 0 SCHOLARSHIP TO STONY BROOK UNIVERSITY 1 1000 0 SCHOLARSHIP TO SULLIVAN COUNTY COMMUNITY COLLEGE 1 500 0 SCHOLARSHIP TO SUNY CORTLAND 2 3500 0 SCHOLARSHIP TO SUNY DELHI 4 5500 0 SCHOLARSHIP TO UNIVERSITY AT ALBANY 4 4750 0 SCHOLARSHIP TO UNIVERSITY AT BUFFALO 6 5000 0 SCHOLARSHIP TO SUSSEX COUNTY COMMUNITY COLLEGE 1 2500 0 SCHOLARSHIP TO SWARTHMORE COLLEGE 1 500 0 SCHOLARSHIP TO THE COLLEGE AT BROCKPORT 2 3500 0 SCHOLARSHIP TO UNIVERSITY OF TAMPA 1 1000 0 SCHOLARSHIP TO UNIVERSITY OF VERMONT 1 2500 0 SCHOLARSHIP TO UTICA COLLEGE 1 1000 0 SCHOLARSHIP TO VERMONT ADAPTIVE SHI AND SPORTS 1 500 0 SCHOLARSHIP TO WAGNER COLLEGE 2 4500 0 SCHOLARSHIP TO WEST VIRGINIA UNIVERSITY 1 2000 0 SCHOLARSHIP TO WILKES UNIVERSITY 1 5000 0 SCHOLARSHIP TO UNIVERSITY OF PENNSYLVANIA 2 2500 0 SCHOLARSHIP TO CANISIUS COLLEGE 1 970 0 SCHOLARSHIP TO CARNEGIE MELLON UNIVERSITY 1 500 0 SCHOLARSHIP TO CLARKSON UNIVERSITY 1 1000 0 SCHOLARSHIP TO DELEWARE TECHNICAL COMMUNITY COLLEGE 1 2000 0 SCHOLARSHIP TO DELEWARE VALLEY UNIVERSITY 1 2000 0 SCHOLARSHIP TO EAST STROUDSBURGH UNIVERSITY 2 1500 0 SCHOLARSHIP TO ELIZABETHTOWN COLLEGE 2 2000 0 SCHOLARSHIP TO EMERSON COLLEGE 1 1000 0 SCHOLARSHIP TO ENDICOTT COLLEGE 1 500 0 SCHOLARSHIP TO THE COLLEGE OF SAINT ROSE 1 2000 0 SCHOLARSHIP TO THE NEW SCHOOL 1 1000 0 SCHOLARSHIP TO THE STORM KING SCHOOL 1 25000 0 SCHOLARSHIP TO TUFTS UNIVERSITY 1 1250 0 SCHOLARSHIP TO TUITION MANAGEMENT SYSTEMS 1 1000 0 SCHOLARSHIP TO UNIVERSITY OF DELAWARE 1 750 0 SCHOLARSHIP TO UNIVERSITY OF HARTFORD 1 1000 0 SCHOLARSHIP TO UNIVERSITY OF NEW HAVEN 1 1000 0 SCHOLARSHIP TO UNIVERSITY OF NOTRE DAME 1 750 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS FOR SCHOLARSHIPS GRANTED TO INDIVIDUALS WITHIN THE UNITED STATES, THE GRANTEE MUST VERIFY PROOF OF ENROLLMENT IN THE EDUCATIONAL SYSTEM, THE PROGRAM OF STUDY AND ANY OTHER INFORMATION REQUESTED BY THE COMMUNITY FOUNDATION OF ORANGE, INC. IN ORDER TO PROVE PROPER ENROLLMENT. GRANTS ARE AWARDED TO NOT-FOR-PROFIT ORGANIZATIONS FOR OPERATING EXPENSES, GIVING THE ORGANIZATIONS FLEXIBILITY FOR ITS USE. ALL GRANTS THAT ARE AWARDED ARE APPROVED BY THE GOVERNING BODY OF THE ORGANIZATION. X 17 2016339 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FEDERAL FORM 990 WILL BE GIVEN TO EACH MEMBER OF THE GOVERNING BODY DURING THEIR BOARD MEETING. EACH MEMBER WILL HAVE THE OPPORTUNITY TO REVIEW THE FEDERAL FORM 990 AND VOTE ON ITS APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE GOVERNING BODY ARE REQUIRED ON AN ANNUAL BASIS TO FILE WITH THE ORGANIZATION AN ANNUAL DISCLOSURE STATEMENT SHOWING ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT AND CEO'S SALARY AS PART OF THE BUDGET PREPARATION PROCESS IN THE SPRING OF EACH YEAR. THE EXECUTIVE COMMITTEE VOTES TO ADOPT THE SALARY IN A DRAFT BUDGET PRIOR TO THE DRAFT BUDGET BEING PRESENTED TO THE FULL BOARD OF DIRECTORS AT THE MAY BOARD MEETING. IF THE FULL BOARD OF DIRECTORS APPROVES THE DRAFT BUDGET INCLUDING THE PRESIDENT AND CEO'S SALARY, THE SALARY IS EFFECTIVE ON THE 1ST OF JULY. THE SALARY LEVEL IS DETERMINED TAKING INTO ACCOUNT 1) COMPARATIVE INDUSTRY SALARY DATA, 2) COST OF LIVING, 3)THE ECONOMY AS A WHOLE, AND 4) THE FOUNDATION'S FINANCIAL SITUATION AS A WHOLE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.