COMMUNITY FOUNDATION OF ORANGE COUNTY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF ORANGE COUNTY (EIN 06-1551843)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-15
- IRS object ID
- 201613209349303331
- Schema version
- 2015v2.1
- 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 | 2016-11-15T09:58:05-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141567370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUGENT & HAEUSSLER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 BRACKEN ROAD | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061551843 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF ORANGE COUNTY | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8457699393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SCOTTS CORNER DRIVE NO 203 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12549 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSH SOMMERS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8457699393 | PhoneNum |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK M LEVY CPA | PreparerPersonNm |
| PTIN | P01061802 | PTIN |
| Phone | 8454571100 | PhoneNum |
| Preparation | 2016-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSH SOMMERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SCOTTS CORNERS DRIVE | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,473,262 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFOSNY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,500,684 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,850,372 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $176,512 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $205,124 | CYProgramServiceRevenueAmt |
| PY Investment Income | $416,764 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,232,530 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,093,960 | PYTotalRevenueAmt |
| CY Total Revenue | $5,288,026 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $433,636 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,088,436 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $319,297 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $274,654 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $33,104 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $373,105 | PYOtherExpensesAmt |
| CY Other Expenses | $375,070 | CYOtherExpensesAmt |
| PY Total Expenses | $1,126,038 | PYTotalExpensesAmt |
| CY Total Expenses | $1,738,160 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,967,922 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,549,866 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,276,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,075,474 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,572,709 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,168,156 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,704,208 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,907,318 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,563,574 | ExpenseAmt |
| Grant | $1,088,436 | GrantAmt |
| Revenue | $205,124 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $1,563,574 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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 | Yes (1) | 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 | ELIZABETH ROWLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8457699393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SCOTTS CORNERS DRIVE SUITE 203 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12549 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JACK BERKOWITZ | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL BONURA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BRATTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER CORALLO | ||||||
| ASSISTANT TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN M DAVIES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHARINE FITZGERALD | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIC FUENTES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP GUARNIERI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD N JACOBOWITZ ESQ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR MICHELLE A KOURY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE MARTIN CPA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIM MCCAUSLAND | ||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN D NAJORK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BONNIE ORR CPA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW PAVLOFF CPA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM QUACKENBUSH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SHAPIRO ESQ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARALD J SKODA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAGGIE SMITH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RJ SMITH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSH SOMMERS | ||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY SIEGEL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMANDA WARD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR MICHELE WINCHESTER-VEGA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DERRICK WYNKOOP | ||||||
| PAST-CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE KINNE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH ROWLEY | ||||||
| PRESIDENT & CEO | 65.00 | Yes (X) | $77,465 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $77,465 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $297,821 | FundraisingAmt |
| All Other Contributions | $3,552,551 | AllOtherContributionsAmt |
| Noncash Contributions | $1,503,280 | NoncashContributionsAmt |
| Total Contributions | $3,850,372 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 900099 | $199,849 | $199,849 |
| SEMINARS | 900099 | $5,275 | $5,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $205,124 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $194,819 | TotalRevenueColumnAmt |
| Exclusion | $194,819 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,034,893 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,997,182 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,037,711 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,037,711 | TotalRevenueColumnAmt |
| Exclusion | $1,037,711 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $188,054 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $297,821 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $188,054 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,288,026 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $205,124 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,232,530 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $862,104 | TotalAmt |
| Program Services | $862,104 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,332 | TotalAmt |
| Program Services | $226,332 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,587 | TotalAmt |
| Program Services | $71,811 | ProgramServicesAmt |
| Management And General | $25,647 | ManagementAndGeneralAmt |
| Fundraising | $5,129 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,117 | TotalAmt |
| Program Services | $65,879 | ProgramServicesAmt |
| Management And General | $47,557 | ManagementAndGeneralAmt |
| Fundraising | $20,681 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,494 | TotalAmt |
| Program Services | $4,871 | ProgramServicesAmt |
| Management And General | $2,248 | ManagementAndGeneralAmt |
| Fundraising | $375 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,973 | TotalAmt |
| Program Services | $6,483 | ProgramServicesAmt |
| Management And General | $2,992 | ManagementAndGeneralAmt |
| Fundraising | $498 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,483 | TotalAmt |
| Program Services | $11,915 | ProgramServicesAmt |
| Management And General | $6,335 | ManagementAndGeneralAmt |
| Fundraising | $2,233 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,311 | TotalAmt |
| Program Services | $74,311 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,098 | TotalAmt |
| Management And General | $2,098 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,819 | TotalAmt |
| Program Services | $8,699 | ProgramServicesAmt |
| Management And General | $6,328 | ManagementAndGeneralAmt |
| Fundraising | $792 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,137 | TotalAmt |
| Program Services | $12,682 | ProgramServicesAmt |
| Management And General | $8,455 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,973 | TotalAmt |
| Program Services | $22,381 | ProgramServicesAmt |
| Management And General | $9,592 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,672 | TotalAmt |
| Program Services | $1,199 | ProgramServicesAmt |
| Management And General | $1,203 | ManagementAndGeneralAmt |
| Fundraising | $270 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,429 | TotalAmt |
| Program Services | $3,857 | ProgramServicesAmt |
| Management And General | $2,572 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,537 | TotalAmt |
| Program Services | $1,522 | ProgramServicesAmt |
| Management And General | $991 | ManagementAndGeneralAmt |
| Fundraising | $24 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,792 | TotalAmt |
| Program Services | $5,844 | ProgramServicesAmt |
| Management And General | $1,948 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $152,501 | $152,501 | ||
| PRINTING AND PUBLICATIO | $15,486 | $7,743 | $6,195 | $1,548 |
| COMPUTER SUPPORT | $13,495 | $8,096 | $4,049 | $1,350 |
| SEMINAR EXPENSE | $6,568 | $6,568 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,252 | TotalAmt |
| Program Services | $8,776 | ProgramServicesAmt |
| Management And General | $3,272 | ManagementAndGeneralAmt |
| Fundraising | $204 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,738,160 | TotalAmt |
| Program Services | $1,563,574 | ProgramServicesAmt |
| Management And General | $141,482 | ManagementAndGeneralAmt |
| Fundraising | $33,104 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,162 | BOYAmt |
| EOY | $67,295 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890,521 | BOYAmt |
| EOY | $1,402,263 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,561 | BOYAmt |
| EOY | $2,361 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,143 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,864 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,171 | BOYAmt |
| EOY | $7,279 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,162,047 | BOYAmt |
| EOY | $17,528,716 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335 | BOYAmt |
| EOY | $92 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,120 | BOYAmt |
| EOY | $67,468 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,276,917 | BOYAmt |
| EOY | $19,075,474 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,597 | BOYAmt |
| EOY | $11,965 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,375 | BOYAmt |
| EOY | $15,375 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,524,737 | BOYAmt |
| EOY | $5,140,816 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,572,709 | BOYAmt |
| EOY | $5,168,156 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,478 | BOYAmt |
| EOY | $621,415 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $927,944 | BOYAmt |
| EOY | $1,134,863 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,209,786 | BOYAmt |
| EOY | $12,151,040 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,704,208 | BOYAmt |
| EOY | $13,907,318 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,276,917 | BOYAmt |
| EOY | $19,075,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,549,866 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,346,756 | 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) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $946,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,198,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,574,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,500,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,850,372 | CurrentTaxYearAmt |
| Total | $10,070,731 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $946,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,198,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,574,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,500,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,850,372 | CurrentTaxYearAmt |
| Total | $10,070,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $10,070,731 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $202,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $252,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $301,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $194,819 | CurrentTaxYearAmt |
| Total | $1,048,022 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $385,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $377,971 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $490,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $368,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $393,178 | CurrentTaxYearAmt |
| Total | $2,015,714 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,134,467 | TotalSupportAmt |
| Public Support CY170 | 0.76670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 33 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $464,022 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $139,700 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,234,175 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,137,730 | BeginningYearBalanceAmt |
| Contributions | $3,647,202 | ContributionsAmt |
| Investment Earnings Or Losses | -$107,486 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $642,858 | GrantsOrScholarshipsAmt |
| Other Expenditures | $531,780 | OtherExpendituresAmt |
| Administrative Expenses | $216,905 | AdministrativeExpensesAmt |
| End Year Balance | $13,285,903 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,380,345 | BeginningYearBalanceAmt |
| Contributions | $2,337,794 | ContributionsAmt |
| Investment Earnings Or Losses | $276,972 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $353,294 | GrantsOrScholarshipsAmt |
| Other Expenditures | $312,393 | OtherExpendituresAmt |
| Administrative Expenses | $192,694 | AdministrativeExpensesAmt |
| End Year Balance | $11,137,730 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,273,769 | BeginningYearBalanceAmt |
| Contributions | $1,593,044 | ContributionsAmt |
| Investment Earnings Or Losses | $1,206,696 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $530,432 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $162,732 | AdministrativeExpensesAmt |
| End Year Balance | $9,380,345 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,940,445 | BeginningYearBalanceAmt |
| Contributions | $1,159,949 | ContributionsAmt |
| Investment Earnings Or Losses | $800,628 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $495,353 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $131,900 | AdministrativeExpensesAmt |
| End Year Balance | $7,273,769 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,383,913 | BeginningYearBalanceAmt |
| Contributions | $944,295 | ContributionsAmt |
| Investment Earnings Or Losses | $183,708 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $454,434 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $117,037 | AdministrativeExpensesAmt |
| End Year Balance | $5,940,445 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.91460 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08540 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,547 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,274 | DepreciationAmt |
| Book Value | $5,273 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,596 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,590 | DepreciationAmt |
| Book Value | $2,006 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,279 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED INCOME | $5,609,255 | F |
| EQUITIES | $9,371,410 | F |
| MUTUAL FUNDS | $2,272,685 | F |
| EXCHANGE-TRADE PRODUCTS | $275,366 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,528,716 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENTS | $3,459,276 |
| SPLIT-INTEREST AGREEMENT | $26,753 |
| DUE TO ROCKLAND COMMUNITY FOUNDATION | $1,654,787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,140,816 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,129,324 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,346,756 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $188,054 | OtherRevenueAmt |
| Revenue Not Reported | -$1,158,702 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,288,026 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,288,026 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,926,214 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $188,054 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $188,054 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,738,160 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,738,160 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 X, LINE 2: | THE FOUNDATION ADOPTED THE PROVISIONS OF FASB ASC 740-10. THIS STANDARD REQUIRES ALL TAXPAYERS TO ANALYZE ALL MATERIAL POSITIONS THEY HAVE TAKEN OR PLAN TO TAKE IN ALL TAX RETURNS THAT HAVE BEEN FILED OR SHOULD HAVE BEEN FILED WITH ALL TAXING AUTHORITIES FOR ALL YEARS STILL SUBJECT TO CHALLENGE BY THOSE TAXING AUTHORITIES. IF THE POSITION TAKEN IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED BY THE TAXING AUTHORITY ON ITS TECHNICAL MERITS AND IF THERE IS MORE THAN A 50% LIKELIHOOD THAT THE POSITION WOULD BE SUSTAINED IF CHALLENGED AND CONSIDERED BY THE HIGHEST COURT IN THE RELEVANT JURISDICTION, THE TAX CONSEQUENCES OF THAT POSITION SHOULD BE REFLECTED IN THE TAXPAYER'S GAAP FINANCIAL STATEMENTS. USING THAT GUIDANCE, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF JUNE 30, 2016. THE FOUNDATION'S FEDERAL TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2013 THROUGH JUNE 30, 2016 ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AND REGULATING AUTHORITIES. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS, AND BELIEVES ALL TAX POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NET ON IRS FORM 990 188,054. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NET ON IRS FORM 990 188,054. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL RECEPTION | Event1Nm |
| Gross Receipts Event1 | $157,315 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $116,971 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $40,344 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $40,344 | OtherDirectExpensesEvent1Amt |
| Event2 | ROBERT MCCOY FOUNDATION GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $50,739 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $25,404 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $25,335 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $25,335 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 21 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $277,821 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $155,446 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $122,375 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $122,375 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $485,875 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $297,821 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $188,054 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $188,054 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $188,054 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| THE STORM KING SCHOOL | |||||||
| 314 MOUNTAIN ROAD | CORNWALLONHUDSON | NY | 12520 | 141418685 | $45,000 | $0 | SCHOLARSHIPS |
| ORANGE REGIONAL MEDICAL CENTER | |||||||
| 707 EAST MAIN STREET | MIDDLETOWN | NY | 10940 | 133020568 | $21,900 | $0 | SUPPORT REIKI AND AROMATHERAPY PROGRAM |
| CATSKILL REGIONAL MEDICAL CENTER | |||||||
| PO BOX 800 | HARRIS | NY | 12742 | 141742176 | $222,000 | $0 | GRANT FOR MEDICAL CENTER CAPITAL IMPROVEMENTSBABIES GRANT |
| THE UNIVERSITY OF CALIFORNIA | |||||||
| 1001 POTRERO AVENUE ROOM 3C-38 | SAN FRANCISCO | CA | 94110 | 946036493 | $20,000 | $0 | CEREBROVASCULAR RESEARCH |
| MOUNT SAINT MARY COLLEGE | |||||||
| 330 POWELL AVENUE | NEWBURGH | NY | 12550 | 141468399 | $10,000 | $0 | SUPPORT COMMUNITY OUTREACH |
| TOWN OF WALLKILL BOYS AND GIRLS CLUB INC | |||||||
| PO BOX 14 | CIRCLEVILLE | NY | 10919 | 133741014 | $6,000 | $0 | SUPPORT GRANT |
| GRANTS OR 5000 | |||||||
| N/A | NA | NY | 12550 | $525,204 | $0 | PROGRAM SUPPORT | |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 630 WEST 168ST | NEW YORK | NY | 10032 | 135598093 | $12,000 | $0 | RESEARCH GRANT |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (69 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| SCHOLARSHIP TO ALFRED STATE COLLEGE | 2 | $4,000 | $0 |
| SCHOLARSHIP TO AMERICAN | 1 | $250 | $0 |
| SCHOLARSHIP TO BINGHAMTON UNIVERSITY | 3 | $2,500 | $0 |
| SCHOLARSHIP TO BLOOMSBURG UNIVERSITY | 1 | $1,000 | $0 |
| SCHOLARSHIP TO CAMP OAKHURST | 1 | $500 | $0 |
| SCHOLARSHIP TO CHARLESTON SOUTHERN UNIVERSITY | 1 | $2,500 | $0 |
| SCHOLARSHIP TO MANHATTAN COLLEGE | 3 | $5,000 | $0 |
| SCHOLARSHIP TO ITHACA COLLEGE | 2 | $2,000 | $0 |
| SCHOLARSHIP TO COLLEGE OF CHARLESTON | 1 | $2,000 | $0 |
| SCHOLARSHIP TO CORNELL UNIVERSITY | 1 | $1,000 | $0 |
| SCHOLARSHIP TO CREIGHTON UNIVERSITY | 1 | $1,000 | $0 |
| SCHOLARSHIP TO FARMINGDALE STATE COLLEGE | 1 | $5,000 | $0 |
| SCHOLARSHIP TO IONA UNIVERSITY | 1 | $1,000 | $0 |
| SCHOLARSHIP TO HOFSTRA UNIVERSITY | 1 | $500 | $0 |
| SCHOLARSHIP TO FLORIDA STATE UNIVERSITY | 1 | $500 | $0 |
| SCHOLARSHIP TO HARTWICK COLLEGE | 2 | $1,750 | $0 |
| SCHOLARSHIP TO HARVARD UNIVERSITY | 3 | $2,500 | $0 |
| SCHOLARSHIP TO JOHN S BURKE CATHOLIC HIGH SCHOOL | 1 | $1,000 | $0 |
| SCHOLARSHIP TO JOHN HOPKINS UNIVERSITY | 2 | $2,750 | $0 |
| SCHOLARSHIP TO LOYOLA COLLEGE | 1 | $1,250 | $0 |
| SCHOLARSHIP TO MARIST COLLEGE | 3 | $3,000 | $0 |
| SCHOLARSHIP TO MERCY COLLEGE | 1 | $1,000 | $0 |
| SCHOLARSHIP TO MESSIAH COLLEGE | 1 | $5,000 | $0 |
| SCHOLARSHIP TO MISERICORDIA UNIVERSITY | 2 | $2,000 | $0 |
| SCHOLARSHIP TO MORRISVILLE STATE COLLEGE | 1 | $1,500 | $0 |
| SCHOLARSHIP TO NORTHEASTERN UNIVERSITY | 1 | $2,000 | $0 |
| SCHOLARSHIP TO NORWICH UNIVERSITY | 1 | $1,000 | $0 |
| SCHOLARSHIP TO ORANGE COUNTY COMMUNITY COLLEGE | 12 | $9,640 | $0 |
| SCHOLARSHIP TO RENSSELAER POLYTECHNIC INSTITUTE | 4 | $4,000 | $0 |
| SCHOLARSHIP TO ROCHESTER INSTITUTE OF TECHNOLOGY | 2 | $3,250 | $0 |
| SCHOLARSHIP TO SACRED HEART UNIVERSITY UNIVERSITY | 1 | $1,000 | $0 |
| SCHOLARSHIP TO SALISBURY UNIVERSITY | 1 | $1,000 | $0 |
| SCHOLARSHIP TO SAN JOSE STATE UNIVERSITY | 1 | $500 | $0 |
| SCHOLARSHIP TO ST. JOHN'S UNIVERSITY | 1 | $1,500 | $0 |
| SCHOLARSHIP TO ST. JOSEPH'S UNIVERSITY | 1 | $1,500 | $0 |
| SCHOLARSHIP TO STEVENS INSTITUTE OF TECHNOLOGY | 1 | $750 | $0 |
| SCHOLARSHIP TO STEVENSON UNIVERSITY | 1 | $500 | $0 |
| SCHOLARSHIP TO STONEHILL COLLEGE | 1 | $3,750 | $0 |
| SCHOLARSHIP TO STONY BROOK UNIVERSITY | 1 | $1,000 | $0 |
| SCHOLASHIP TO SUNY ONEONTA | 4 | $3,750 | $0 |
| SCHOLARSHIP TO SULLIVAN COUNTY COMMUNITY COLLEGE | 1 | $2,500 | $0 |
| SCHOLARSHIP TO SUNY - POTSDAM | 1 | $1,500 | $0 |
| SCHOLARSHIP TO SUNY ALBANY | 1 | $500 | $0 |
| SCHOLARSHIP TO SUNY COBLESKILL | 1 | $2,500 | $0 |
| SCHOLARSHIP TO SUNY GENESEO | 2 | $3,500 | $0 |
| SCHOLARSHIP TO SUNY NEW PALTZ | 3 | $4,500 | $0 |
| SCHOLARSHIP TO SUNY OSWEGO | 3 | $6,750 | $0 |
| SCHOLARSHIP TO SUNY PLATTSBURGH | 1 | $500 | $0 |
| SCHOLARSHIP TO SUNY POLYTECHNIC INSTITUTE | 1 | $300 | $0 |
| SCHOLARSHIP TO SYRACUSE UNIVERSITY | 5 | $8,000 | $0 |
| SCHOLARSHIP TO THE COLLEGE OF SAINT ROSE | 2 | $1,840 | $0 |
| SCHOLARSHIP TO THE NEW SCHOOL | 1 | $1,500 | $0 |
| SCHOLARSHIP TO STORM KING SCHOOL | 2 | $45,000 | $0 |
| SCHOLARSHIP TO UNIVERSITY OF BRITISH COLUMBIA | 1 | $3,000 | $0 |
| SCHOLARSHIP TO UNIVERSITY OF MAINE | 1 | $500 | $0 |
| SCHOLARSHIP TO UNITED STATES MILITARY ACADEMY | 1 | $1,500 | $0 |
| SCHOLARSHIP TO UNIVERSITY AT ALBANY | 2 | $2,500 | $0 |
| SCHOLARSHIP TO UNIVERSITY AT BUFFALO | 2 | $1,500 | $0 |
| SCHOLARSHIP TO UNIVERSITY OF FLORIDA | 1 | $500 | $0 |
| SCHOLARSHIP TO UNIVERSITY OF NEW HAMPSHIRE | 1 | $5,500 | $0 |
| SCHOLARSHIP TO UNIVERSITY OF NEW HAVEN | 1 | $200 | $0 |
| SCHOLARSHIP TO UNIVERSITY OF NOTRE DAME | 1 | $1,500 | $0 |
| SCHOLARSHIP TO UNIVERSITY RICHMOND | 1 | $250 | $0 |
| SCHOLARSHIP TO UNIVERSITY OF VIRGINIA | 1 | $1,000 | $0 |
| SCHOLARSHIP TO VILLANOVA UNIVERSITY | 1 | $500 | $0 |
| SCHOLARSHIP TO WAGNER COLLEGE | 1 | $2,500 | $0 |
| SCHOLARSHIP TO WASHINGTON AND LEE UNIVERSITY | 1 | $2,500 | $0 |
| SCHOLARSHIP TO WILKES UNIVERSITY | 2 | $7,500 | $0 |
| SCHOLARSHIP TO YALE UNIVERSITY | 1 | $500 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,503,280 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE ORGANIZATION CONSIST OF THE ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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. |
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