COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC (EIN 15-6016932)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201533159349302203
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T11:23:34-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132550103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 LOMOND COURT | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 135025950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 156016932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION OF HERKIMER AND | BusinessNameLine1Txt |
| Business Name Line2 | ONEIDA COUNTIES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 3157358212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2608 GENESEE STREET | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA DICKS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3157358212 | PhoneNum |
| Signature | 2015-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROY CLARK | PreparerPersonNm |
| PTIN | P00737936 | PTIN |
| Phone | 3157355216 | PhoneNum |
| Preparation | 2015-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALICIA DICKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2608 GENESEE ST | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,940,535 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | FOUNDATIONHOC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SINCE 1952, THE COMMUNITY FOUNDATION HAS INVESTED 47.1 MILLION DOLLARS INTO ONEIDA AND HERKIMER COUNTIES. THE FOUNDATION PARTNERS WITH VARIOUS ORGANIZATIONS AND NONPROFITS IN ORDER TO MAKE IMPACTFUL INVESTMENTS IN PRIORITY AREAS OF NEED, INCLUDING ECONOMIC DEVELOPMENT, EDUCATION, ARTS AND CULTURE AND HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,231,375 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,917,012 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,570,209 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,023,523 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,801,584 | PYTotalRevenueAmt |
| CY Total Revenue | $12,940,535 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,881,430 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,796,690 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $839,619 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $941,335 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $388,291 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,297,311 | PYOtherExpensesAmt |
| CY Other Expenses | $1,417,534 | CYOtherExpensesAmt |
| PY Total Expenses | $5,018,360 | PYTotalExpensesAmt |
| CY Total Expenses | $6,155,559 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,783,224 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,784,976 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $117,511,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,067,199 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,209,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,114,810 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $110,302,205 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $113,952,389 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE FOUNDATION IS TO IMPROVE THE LIVES OF THE RESIDENTS OF HERKIMER AND ONEIDA COUNTIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,349,698 | ExpenseAmt |
| Grant | $3,796,690 | GrantAmt |
| Desc | THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES' PRIMARY PURPOSE IS TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS OF HERKIMER AND ONEIDA COUNTIES NOW AND FOR GENERATIONS TO COME BY BUILDING COMMUNITY ENDOWMENT, ADDRESSING NEEDS THROUGH GRANTMAKING AND PROVIDING LEADERSHIP ON KEY COMMUNITY ISSUES. | Desc |
| Total Program Service Expenses | $4,349,698 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (1) | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILLES G LAUZON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3157358212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2608 GENESEE ST | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| EVE VAN DE WAL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN E BULL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY LYONS BRADLEY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA COHEN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH FENSTEMACHER | ||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD F CALLAHAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID M JONES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN G MATT | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GILLES GLAUZON | ||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $86,433 | $0 | $6,050 | Yes (X) |
| MARY F MORSE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH V SWEET | ||||||
| SECRETARY-TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD C TANTILLO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET A O'SHEA | ||||||
| PRESIDENT-CEO | 40.00 | Yes (X) | $195,092 | $0 | $18,588 | Yes (X) |
| RONALD CUCCARO | ||||||
| CHAIR-ELECT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BURT DANOVITZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE MARIE MURRAY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LMICHAEL FITZGERALD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REV ROBERT UMIDI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BONNIE WOODS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA CASAMENTO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDALL J VANWAGONER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $281,525 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,638 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARLES A GAETANO CONSTRUCTION CORP | |||||
| 258 GENESEE STREET | UTICA | NY | 13502 | CONSTRUCTION | $1,514,287 |
| MPW MARKETING LLC | |||||
| PO BOX 145 | CLINTON | NY | 13323 | MARKETING SERVICES | $154,607 |
| BONACCI ARCHITECTS | |||||
| 5710 COMMONS PARK DRIVE | EAST SYRACUSE | NY | 13057 | ARCHITECTURE | $103,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,917,012 | AllOtherContributionsAmt |
| Noncash Contributions | $1,419,533 | NoncashContributionsAmt |
| Total Contributions | $5,917,012 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,122,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,122,948 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,900,575 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,900,575 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,900,575 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,900,575 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,940,535 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,023,523 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,796,690 | TotalAmt |
| Program Services | $3,796,690 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,806 | TotalAmt |
| Program Services | $104,935 | ProgramServicesAmt |
| Management And General | $104,935 | ManagementAndGeneralAmt |
| Fundraising | $104,936 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,383 | TotalAmt |
| Program Services | $208,223 | ProgramServicesAmt |
| Management And General | $125,976 | ManagementAndGeneralAmt |
| Fundraising | $161,184 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,615 | TotalAmt |
| Program Services | $12,858 | ProgramServicesAmt |
| Management And General | $7,653 | ManagementAndGeneralAmt |
| Fundraising | $10,104 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,148 | TotalAmt |
| Program Services | $18,542 | ProgramServicesAmt |
| Management And General | $11,038 | ManagementAndGeneralAmt |
| Fundraising | $14,568 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,383 | TotalAmt |
| Program Services | $23,680 | ProgramServicesAmt |
| Management And General | $14,096 | ManagementAndGeneralAmt |
| Fundraising | $18,607 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,814 | TotalAmt |
| Program Services | $11,907 | ProgramServicesAmt |
| Management And General | $11,907 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,214 | TotalAmt |
| Program Services | $9,107 | ProgramServicesAmt |
| Management And General | $9,107 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,200 | TotalAmt |
| Program Services | $9,100 | ProgramServicesAmt |
| Management And General | $9,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $886,825 | TotalAmt |
| Management And General | $886,825 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,231 | TotalAmt |
| Program Services | $7,077 | ProgramServicesAmt |
| Management And General | $7,077 | ManagementAndGeneralAmt |
| Fundraising | $7,077 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,021 | TotalAmt |
| Management And General | $26,021 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,482 | TotalAmt |
| Program Services | $6,079 | ProgramServicesAmt |
| Management And General | $33,324 | ManagementAndGeneralAmt |
| Fundraising | $6,079 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,454 | TotalAmt |
| Program Services | $12,114 | ProgramServicesAmt |
| Management And General | $24,226 | ManagementAndGeneralAmt |
| Fundraising | $12,114 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,332 | TotalAmt |
| Management And General | $39,332 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Management And General | $5,000 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,087 | TotalAmt |
| Program Services | $7,022 | ProgramServicesAmt |
| Management And General | $14,043 | ManagementAndGeneralAmt |
| Fundraising | $7,022 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,306 | TotalAmt |
| Management And General | $21,306 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,590 | TotalAmt |
| Management And General | $19,590 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DEVELOPMENT AND MARKETI | $93,200 | $46,600 | $46,600 | |
| EXECUTIVE SEARCH EXPENS | $76,782 | $76,782 | ||
| PROGRAM INITIATIVES | $75,764 | $75,764 | ||
| ANNUAL REPORT AND NEWSL | $22,277 | $22,277 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$52,045 | TotalAmt |
| Management And General | -$52,045 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,155,559 | TotalAmt |
| Program Services | $4,349,698 | ProgramServicesAmt |
| Management And General | $1,417,570 | ManagementAndGeneralAmt |
| Fundraising | $388,291 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,064 | BOYAmt |
| EOY | $3,612,437 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $155,479 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,999,302 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $141,745 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,025 | BOYAmt |
| EOY | $1,857,557 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,291,476 | BOYAmt |
| EOY | $104,158,970 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,959,745 | BOYAmt |
| EOY | $10,123,727 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,043,559 | BOYAmt |
| EOY | $2,159,029 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,511,869 | BOYAmt |
| EOY | $122,067,199 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,918 | BOYAmt |
| EOY | $616,194 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,467,656 | BOYAmt |
| EOY | $1,482,227 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,621,090 | BOYAmt |
| EOY | $6,016,389 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,209,664 | BOYAmt |
| EOY | $8,114,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,763,978 | BOYAmt |
| EOY | $37,574,585 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,785,120 | BOYAmt |
| EOY | $51,632,184 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,753,107 | BOYAmt |
| EOY | $24,745,620 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,302,205 | BOYAmt |
| EOY | $113,952,389 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,511,869 | BOYAmt |
| EOY | $122,067,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,784,976 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,134,792 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $1,178,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,702,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,778,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,733,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,591,904 | CurrentTaxYearAmt |
| Total | $13,984,026 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,178,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,702,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,778,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,733,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,591,904 | CurrentTaxYearAmt |
| Total | $13,984,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $112,783 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,871,243 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,828,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,002,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,880,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,880,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,122,948 | CurrentTaxYearAmt |
| Total | $9,714,604 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,698,630 | TotalSupportAmt |
| Public Support CY170 | 0.58530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44360 | 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 | 93 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 7 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $3,113,381 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $71,240 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,530,302 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $12,850 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $21,684,265 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $617,688 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,784,705 | BeginningYearBalanceAmt |
| Contributions | $4,644,653 | ContributionsAmt |
| Investment Earnings Or Losses | $3,021,196 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,744,890 | GrantsOrScholarshipsAmt |
| Other Expenditures | $159,225 | OtherExpendituresAmt |
| Administrative Expenses | $1,403,999 | AdministrativeExpensesAmt |
| End Year Balance | $110,142,440 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,759,311 | BeginningYearBalanceAmt |
| Contributions | $3,844,617 | ContributionsAmt |
| Investment Earnings Or Losses | $15,487,077 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,881,430 | GrantsOrScholarshipsAmt |
| Other Expenditures | $44,031 | OtherExpendituresAmt |
| Administrative Expenses | $1,390,839 | AdministrativeExpensesAmt |
| End Year Balance | $107,784,705 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,379,712 | BeginningYearBalanceAmt |
| Contributions | $1,737,960 | ContributionsAmt |
| Investment Earnings Or Losses | $11,300,931 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,189,578 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,469,714 | AdministrativeExpensesAmt |
| End Year Balance | $92,759,311 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,567,826 | BeginningYearBalanceAmt |
| Contributions | $1,343,081 | ContributionsAmt |
| Investment Earnings Or Losses | -$22,020 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,280,148 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,567 | OtherExpendituresAmt |
| Administrative Expenses | $1,227,460 | AdministrativeExpensesAmt |
| End Year Balance | $83,379,712 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,135,114 | BeginningYearBalanceAmt |
| Contributions | $1,253,438 | ContributionsAmt |
| Investment Earnings Or Losses | $11,721,833 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,974,518 | GrantsOrScholarshipsAmt |
| Other Expenditures | $158,566 | OtherExpendituresAmt |
| Administrative Expenses | $1,409,475 | AdministrativeExpensesAmt |
| End Year Balance | $86,567,826 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.30790 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22140 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.47070 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,735,849 | OtherCostOrOtherBasisAmt |
| Book Value | $1,735,849 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,412 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,359 | DepreciationAmt |
| Book Value | $1,053 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $256,041 | OtherCostOrOtherBasisAmt |
| Depreciation | $135,386 | DepreciationAmt |
| Book Value | $120,655 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,857,557 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTED CASH | $670,386 | F |
| ALTERNATIVE INVESTMENTS | $8,347,863 | F |
| LIFE INSURANCE | $148,454 | F |
| REAL ESTATE | $957,024 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,123,727 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY LIABILITES | $4,917,135 |
| CHARITABLE GIFT ANNUITIES | $926,723 |
| LIFE INTEREST PAYABLE | $162,694 |
| COMPENSATED ABSENCES | $9,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,016,389 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,918,918 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,134,792 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,134,792 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,053,710 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $886,825 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $886,825 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,940,535 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,268,734 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,268,734 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $886,825 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $886,825 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,155,559 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION'S FEDERAL AND STATE INFORMATIONAL RETURNS PRIOR TO 2011 ARE NO LONGER SUBJECT TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ROUNDING |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (100 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| FAXTON-ST LUKE'S HEALTHCARE FOUNDATION | |||||||
| PO BOX 479 | UTICA | NY | 13502 | 223078768 | 501(C)3 | $8,000 | TO BENEFIT CHILDREN WITH CANCER AND CATASTROPHIC DISEASESGTANT FOR PUBLIC SUPPORTGRANT FOR PUBLIC SUPPORT |
| ABRAHAM HOUSE | |||||||
| 1203 KEMBLE ST | UTICA | NY | 13502 | 161551609 | 501(C)3 | $24,435 | FOR GENERAL SUPPORT |
| ALBANY LAW SCHOOL | |||||||
| 80 NEW SCOTLAND AVE | ALBANY | NY | 12208 | 141338309 | 501(C)3 | $10,000 | ANNUAL FUND |
| ALLIANCE FOR QUALITY EDUCATION INC | |||||||
| 94 CENTRAL AVE | ALBANY | NY | 12206 | 223810450 | 501(C)3 | $90,000 | FAIR SHARE EDUCATION FUNDING ADVOCACY FOR HERKIMER AND ONEIDA COUNTY SCHOOL DISTRICTS |
| AMERICAN HEART ASSOCIATION UTICA CHAPTER | |||||||
| 120 LOMOND COURT | UTICA | NY | 13502 | 135613797 | 501(C)3 | $5,550 | GRANTS FOR HEART RUN & WALK/COMMUNITY OUTREACH/GO RED FOR WOMEN |
| AMERICAN RED CROSS OF CNY | |||||||
| 344 W GENESEE STREET | SYRACUSE | NY | 13202 | 530196605 | 501(C)3 | $101,500 | FOR GENERAL SUPPORT AND EMERGENCY PREPAREDNESS IN H&OC |
| AVA DORFMAN SENIOR CENTER | |||||||
| 305 E LOCUST STREET | ROME | NY | 13440 | 166053004 | 501(C)3 | $10,700 | FOR GENERAL SUPPORT AND NEW SUPPLIES AND EQUIPMENT |
| BOYS & GIRLS CLUBS OF THE MOHAWK VALLEY | |||||||
| 755 LANSING STREET | UTICA | NY | 13501 | 150532057 | 501(C)3 | $81,000 | FOR GENERAL SUPPORT AND AFTER SCHOOL PROGRAM AT BELLAMY AND COLUMBUS SCHOOLS |
| BROCKETT CREATIVE GROUP INC | |||||||
| 4299 MIDDLE SETTLEMENT ROAD | NEW HARTFORD | NY | 13413 | $8,625 | WEBSITE DESIGN FOR MOHAWK VALLEY CONNECT | ||
| CENTRAL ASSOCIATION FOR THE BLIND & VISUALLY IMPAIRED | |||||||
| 507 KENT STREET | UTICA | NY | 13502 | 150543587 | 501(C)3 | $316,368 | FOR GENERAL SUPPORT AND AIR CONDITIONING CHILLER REPLACEMENT |
| CHILDREN'S INSTITUTE | |||||||
| 274 N GOODMAN STREET SUITE D103 | ROCHESTER | NY | 14607 | 237102632 | 501(C)3 | $111,524 | PROACTIVE GRANT FOR SCHOOL READINESS PILOT PROJECT IN HERKIMER COUNTY |
| CLINTON ABC PROGRAM INC | |||||||
| 3989 CAMPUS ROAD | CLINTON | NY | 13323 | 237296910 | 501(C)3 | $6,357 | GRANT FROM CLINTON ABC AND DONOR-ADVISED GRANTING |
| CLINTON CENTRAL SCHOOL DISTRICT FOUNDATION | |||||||
| 75 CHENANGO AVE | CLINTON | NY | 13323 | 161413396 | 501(C)3 | $29,868 | GRANT FROM THE CLINTON CENTRAL SCHOOL DISTRICT FOUNATION FUNDS |
| CORNELL COOPERATIVE EXTENSION - ONEIDA COUNTY | |||||||
| 121 SECOND STREET | ORISKANY | NY | 13424 | 161159507 | 501(C)3 | $307,600 | R2G STUDIO FOR COMMUNITY AND ECONOMIC DEVELOPMENT & FARM TO SCHOOL PILOT PROJECT |
| ELDERLIFE INC DBA PARKWAY SENIOR CENTER | |||||||
| 220 MEMORIAL PKWY | UTICA | NY | 13501 | 161557404 | 501(C)3 | $10,000 | CAPACITY BUILDING MINI-GRANT TO HIRE A NONPROFIT MANAGEMENT CONSULTANT |
| FARMERS MARKET FEDERATION OF NEW YORK | |||||||
| 117 HIGHBRIDGE STREET SUITE U3 | FAYETTEVILLE | NY | 13066 | 161563537 | 501(C)3 | $14,670 | ESTABLISHMENT OF MOHAWK VALLEY FARMERS MARKET MANAGERS ALLIANCE |
| FOOD BANK OF CENTRAL NEW YORK | |||||||
| 7066 INTERSTATE ISLAND ROAD | SYRACUSE | NY | 13209 | 222816988 | 501(C)3 | $20,000 | VAN TO DISTRIBUTE FOOD |
| FORT SCHUYLER CLUB | |||||||
| 254 GENESEE STREET | UTICA | NY | 13502 | 150309870 | 501(C)3 | $9,000 | GRANT FROM THE FORT SCHUYLER CLUB FUND FOR REPAIRS TO THE REAR ADDITION WATER TABLE FLASHING |
| FRACTURED ATLAS INC | |||||||
| 248 W 35TH STREET | NEW YORK | NY | 10001 | 113451703 | 501(C)3 | $22,000 | GRANT FROM THE KELLER FAMILY FUND FOR STUDIO GRAND IN OAKLAND, CALIFORNIA |
| GREATER UTICA CHAMBER OF COMMERCE | |||||||
| 200 GENESEE ST SUITE 1 | UTICA | NY | 13502 | 501(C)3 | $5,350 | TRAINING FOR CATALYST STEERING COMMITTEE AND PARTNERING WITH CHAMBER FOR KEYNOTE SPEAKERDONOR-ADVISED GRANT FOR GENERAL SUPPORT | |
| HAMILTON COLLEGE | |||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13323 | 150532200 | 501(C)3 | $8,800 | FOR ANNULA FUND AND SCHOLARSHIPSHIRING INTERN TO ARCHIVE AND PRESERVE DONATED MATERIALS |
| HERKIMER AREA RESOURCE CENTER | |||||||
| 350 SOUTH WASHINGTON STREET | HERKIMER | NY | 13350 | 160973231 | 501(C)3 | $35,428 | FOR FUNDRAISER/HARC COMMUNITY PARK AND EQUIPMENT |
| HERKIMER COLLEGE FOUNDATION | |||||||
| 100 RESERVOIR ROAD | HERKIMER | NY | 13350 | 166076227 | 501(C)3 | $5,150 | FOR SCHOLARSHIPS |
| HERKIMER COUNTY HUMANE SOCIETY | |||||||
| PO BOX 73 | MOHAWK | NY | 13407 | 161145993 | 501(C)3 | $28,360 | FOR GENERAL SUPPORT |
| HERKIMER COUNTY OFFICE FOR THE AGING | |||||||
| 109 MARY STREET SUITE 1101 | HERKIMER | NY | 13350 | 501(C)3 | $13,000 | GRANT-ELLEN AND LOUIS GERDIN MEMORIAL FUND-SUPPORT OF THE MEALS ON WHEELS PROGRAM IN LITTLE FALLS | |
| HOPE HOUSE | |||||||
| PO BOX 161 | UTICA | NY | 13503 | 223242715 | 501(C)3 | $7,550 | FOR GENERAL SUPPORT |
| HOUSE OF THE GOOD SHEPHERD | |||||||
| 1550 CHAMPLIN AVE | UTICA | NY | 13502 | 150532199 | 501(C)3 | $15,200 | FOR HOUSE OF GOOD SHEPHERD KIDS AND GENERAL SUPPORT |
| HUMANE SOCIETY OF ROME | |||||||
| PO BOX 4572 | ROME | NY | 13442 | 160875792 | 501(C)3 | $10,000 | FOR GENERAL SUPPORT |
| JCTOD OUTREACH INC | |||||||
| 26 JOHNSON PARK | UTICA | NY | 13503 | 161498400 | 501(C)3 | $101,500 | FOR JOHNSON PARK SCHOOL READINESS PILOT PROGRAM AND FOR GENERAL SUPPORT |
| JEWISH COMMUNITY FEDERATION OF MV | |||||||
| 2310 ONEIDA STREET | UTICA | NY | 13501 | 150533576 | 501(C)3 | $8,360 | GRANT FROM THE MELVIN L. KOWALSKI DESIGNATED FUND |
| JOHN BOSCO HOUSE INC | |||||||
| 425 LAFAYETTE STREET | UTICA | NY | 13502 | 264326200 | 501(C)3 | $22,200 | GRANT FOR HYDROPONIC PROJECT/RESIDENT EDUCATION/ELECTRICAL NEEDS AND GENERAL SUPPORT |
| KIDS ONEIDA | |||||||
| 1500 GENESEE ST | UTICA | NY | 13502 | 161541078 | 501(C)3 | $12,500 | GRANT FOR THE HOUSE OF GOOD SHEPHERD AND KIDS ONEIDA AFFILIATION FACILITATION CONSULTANT |
| KIRKLAND ART CENTER | |||||||
| 9 1/2 EAST PARK ROW | CLINTON | NY | 13323 | 150618473 | 501(C)3 | $16,460 | POTTERY STUDIO AND CERAMIC ART REJUVENATION PROJECT |
| LITTLE FALLS FAMILY YMCA | |||||||
| 15 JACKSON STREET | LITTLE FALLS | NY | 13365 | 150532273 | 501(C)3 | $15,000 | GRANT IN SUPPORT OF THE COMMUNITY CO-OP |
| LITTLE FALLS FIRE DEPT | |||||||
| 690 E MAIN ST | LITTLE FALLS | NY | 13365 | 020146813 | 501(C)3 | $38,000 | FOR GENERAL SUPPORT |
| LITTLE FALLS HOSPITAL | |||||||
| 140 BURWELL STREET | LITTLE FALLS | NY | 13365 | 150533578 | 501(C)3 | $15,000 | FOR GENERAL SUPPORT |
| LUTHERAN CARE | |||||||
| 108 UTICA RD | CLINTON | NY | 13323 | 150543616 | 501(C)3 | $81,398 | CREATION OF FOUR SEMI-PRIVATE BARIATRIC SPACES |
| MADISON SQUARE BOYS & GIRLS CLUB INC | |||||||
| 317 MADISON AVE | NEW YORK | NY | 10017 | 135596792 | 501(C)3 | $5,000 | FOR GENERAL SUPPORT |
| MAIN STREET FIRST | |||||||
| PO BOX 65 | LITTLE FALLS | NY | 13365 | 271960389 | 501(C)3 | $7,600 | GREENWAY PROJECT IN LITTLE FALLS |
| MASONIC MEDICAL RESEARCH LABORATORY | |||||||
| 2150 BLEEKER STREET | UTICA | NY | 13501 | 135648611 | 501(C)3 | $16,800 | FOR GENERAL SUPPORT/RESEARCH/AND FUNDRAISING APPEAL |
| MID-YORK LIBRARY SYSTEM | |||||||
| 1600 LINCOLN AVE | UTICA | NY | 13502 | 150617996 | 501(C)3 | $484,000 | FOR CREATION OF AN OFF-STREET PARKING LOT AND REGIONAL READ: GRASSROOTS READ |
| MOHAWK VALLEY CENTER FOR THE ARTS INC | |||||||
| 407 SOUTH ANN STREET | LITTLE FALLS | NY | 13365 | 161189297 | 501(C)3 | $60,000 | PURCHASE OF DIGITAL FILM EQUIPMENT |
| MOHAWK VALLEY COMMUNITY ACTION AGENCY INC | |||||||
| 9882 RIVER ROAD | UTICA | NY | 13502 | 160918009 | 501(C)3 | $55,433 | FOR MVCAA YOUTH AND COMMUNITY RESOURCE SPECIALIST |
| MOHWAK VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 1101 SHERMAN AVE | UTICA | NY | 13502 | 166071031 | 501(C)3 | $294,250 | ENTREPRENEUR TRAINING/SCHOLARSHIPS/CAPITAL CAMPAIGN |
| MOHAWK VALLEY ECONOMIC DEVELOPMENT DISTRICT INC | |||||||
| PO BOX 13407 | MOHAWK | NY | 13407 | 501(C)3 | $30,000 | CONFERENCE ROOM RENOVATIONS AND TECHNOLOGY UPGRADES | |
| MOHAWK VALLEY LATINO ASSOCIATION INC | |||||||
| 309 GENESEE STREET | UTICA | NY | 13502 | 562419456 | 501(C)3 | $6,125 | GRANT FOR CNY DIPLOMATIC YOUTH FELLOWSHIPS PARTICIPATION IN THE UNITED NATIONS YOUTH ASSEMBLY |
| MOUNTAIN VALLEY HOSPICE | |||||||
| 108 STEELE AVE | GLOVERSVILLE | NY | 12078 | 205822989 | 501(C)3 | $22,000 | FOR GENERAL SUPPORT |
| NEW HARTFORD PUBLIC LIBRARY | |||||||
| 2 LIBRARY LANE | NEW HARTFORD | NY | 13413 | 222141661 | 501(C)3 | $272,593 | GRANT TO CLOSE THE NEW HARTFORD PUBLIC LIBRARY LALLY GARDEN FUND AND FOR GENERAL SUPPORT |
| NEW YORK BICYCLING COALITION INC | |||||||
| PO BOX 8868 | ALBANY | NY | 12208 | 112999677 | 501(C)3 | $210,315 | START UP FUNDING FOR UTICA BIKE RESCUE |
| NEW YORK FOLKLORE SOCIETY | |||||||
| PO BOX 764 | SCHENECTADY | NY | 12301 | 222172604 | 501(C)3 | $5,000 | BUSINESS TRAINING FOR REFUGEE ARTISTS |
| NORTH UTICA COMMUNITY CENTER BOARD OF DIRECTORS | |||||||
| 50 RIVERSIDE DRIVE | UTICA | NY | 13502 | 161059103 | 501(C)3 | $15,500 | FOR LIBRARY EXPANSION AND FLOOR CARE |
| NORTHERN ADIRONDACK PLANNED PARENTHOOD INC | |||||||
| 66 BRINKERHOFF STREET | PLATTSBURGH | NY | 12901 | 160919175 | 501(C)3 | $10,000 | DESIGNATED GRANT FROM THE FAMILY PLANNING & EDUCATION FUND |
| NOTRE DAME JUNIOR-SENIOR HIGH SCHOOL | |||||||
| 2 NOTRE DAME LANE | UTICA | NY | 13502 | 150617328 | 501(C)3 | $40,000 | GRANTS FOR TUITION ASSISTANCE FOR FAMILIES IN NEED |
| OLD FORGE LIBRARY | |||||||
| PO BOX 128 | OLD FORGE | NY | 13420 | 150582657 | 501(C)3 | $12,500 | FOR GENERAL SUPPORT |
| ON POINT FOR COLLEGE | |||||||
| 500 PLANT STREET | UTICA | NY | 13502 | 161569356 | 501(C)3 | $533,725 | FOR OPERATING EXPENSES OF ON POINT AND FOR GENERAL SUPPORT AND STUDENT AID |
| ONEIDA COMMUNITY MANSION HOUSE | |||||||
| 170 KENWOOD AVE | ONEIDA | NY | 13421 | 222825570 | 501(C)3 | $21,500 | FOR GENEAL SUPPORT AND CEMETERY NEEDS |
| ONEIDA COUNTY HEALTH DEPARTMENT | |||||||
| 185 GENESEE STREET SUITE 500 | UTICA | NY | 13501 | 501(C)3 | $81,753 | PROACTIVE GRANT TO EXPAND ONEIDA COUNTY'S PROGRAM TO REDUCE ELEVATED BLOOD LEAD LEVELS | |
| ONEIDA COUNTY HISTORICAL SOCIETY | |||||||
| 1608 GENESEE ST | UTICA | NY | 13502 | 150564081 | 501(C)3 | $21,582 | FOR GENERAL SUPPORT AND FOR PURCHASE OF DATA LOGGERS AND NEW COMPUTERS |
| ORISKANY LITTLE LEAGUE | |||||||
| PO BOX 524 | ORISKANY | NY | 13424 | 161166712 | 501(C)3 | $52,576 | PURCHASE OF SCOREBOARD, FENCH AND INFIELD MIX FOR PARK RENOVATIONS FROM 2013 FLOOD |
| OUR LADY OF HAMPTONS REGIONAL CATHOLIC CHURCH | |||||||
| 160 NORTH MAIN STREET | SOUTHHAMPTON | NY | 11968 | 501(C)3 | $5,000 | FOR GENERAL SUPPORT | |
| PAUL SMITH'S COLLEGE | |||||||
| PO BOX 265 | PAUL SMITHS | NY | 12970 | 150533545 | 501(C)3 | $8,000 | GRANTS TO PUCHASE LOGGERS AND INSTALLATION MATERIALS TO MONITOR LAKES |
| PLANNED PARENTHOOD | |||||||
| 1424 GENESEE STREET | UTICA | NY | 13502 | 146004167 | 501(C)3 | $12,000 | FOR GENERAL SUPPORT |
| RESCUE MISSION OF UTICA INC | |||||||
| 212 RUTGER STREET | UTICA | NY | 13501 | 150569359 | 501(C)3 | $6,700 | FOR GENERAL SUPPORT AND READING MATERIALS FOR ADULT LITERACY |
| RESOURCE CENTER FOR INDEPENDENT LIVING INC | |||||||
| PO BOX 210 | UTICA | NY | 13501 | 222518284 | 501(C)3 | $9,520 | DESIGNATED GRANTS |
| RICHFIELD SPRINGS YOUTH MINISTRY CORPORATION | |||||||
| PO BOX 108 | RICHFIELD SPRINGS | NY | 13439 | 161581787 | 501(C)3 | $10,800 | PARKING LOT PAVING TO MAKE THE BLDG HANDICAPPED ACCESSIBLE AND TO ALLOW THEM TO OPEATE A CHILD CARE FACILITY |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| 1 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | 160743140 | 501(C)3 | $5,450 | SCHOLARSHIPS |
| ROME BASEBALL ASSOCIATION INC | |||||||
| PO BOX 4337 | ROME | NY | 13442 | 161539688 | 501(C)3 | $5,000 | CHALLENGE GRANT FOR NEW SCOREBOARD |
| ROME MEMORIAL HOSPITAL FOUNDATION | |||||||
| 155 WEST DOMINICK STREET | ROME | NY | 13440 | 161364515 | 501(C)3 | $15,477 | FOR THE PURCHASE OF A PARKER BATH SIT BATH |
| ROOT FARM FOUNDATION | |||||||
| 6000 ROCK ROAD | VERONA | NY | 13478 | 161588243 | 501(C)3 | $15,000 | FOR HORSE CARE |
| SAGAMORE INSTITUTE | |||||||
| BOX 40 SAGAMORE ROAD | RAQUETTE LAKE | NY | 13436 | 237401872 | 501(C)3 | $5,000 | FOR THE ENDOWMENT FUND |
| SCULPTURE SPACE | |||||||
| 12 GATES STREET | UTICA | NY | 13502 | 222197162 | 501(C)3 | $28,884 | FOR GENERAL SUPPORT AND ROOF REPLACEMENT |
| SPECULATOR VOLUNTEER AMBULANCE CORPS INC | |||||||
| PO BOX 282 | SPECULATOR | NY | 12164 | 237120949 | 501(C)3 | $35,000 | FOR GENERAL SUPPORT |
| ST ELIZABETH MEDICAL CENTER | |||||||
| 2209 GENESEE STREET | UTICA | NY | 13501 | 150532245 | 501(C)3 | $51,000 | LEGAL AND CONSULTING SERVICE AND FOR THE CARE OF INDIGENT PATIENTS |
| ST ELIZABETH MEDICAL CENTER FOUNDATION | |||||||
| 2209 GENESEE STREET | UTICA | NY | 13501 | 222562170 | 501(C)3 | $5,000 | FOR EMERGENCY ROOM SUPPORT |
| ST JOHN'S EVANGELICAL LUTHERAN CHURCH | |||||||
| 502 W CHESTNUT STREET | ROME | NY | 13440 | 501(C)3 | $5,000 | FOR THE ELEVATOR FUND | |
| STEVEN-SWAN HUMANE SOCIETY | |||||||
| 5664 HORATIO STREET | UTICA | NY | 13502 | 150551485 | 501(C)3 | $45,640 | FOR TELETHON, FUR BALL AND GENERAL SUPPORT |
| SUNY DELHI | |||||||
| 454 DELHI DRIVE | DELHI | NY | 13753 | 501(C)3 | $5,000 | BARRETT WILLIAMS COUPER ENDOWMENT FUND AWARDED TO BRANDON BLAIR | |
| THE PALMER WESTPORT GROUP | |||||||
| 222 CLOSSON STREET 1 | SANTA FE | NM | 87501 | 166068418 | 501(C)3 | $9,705 | FOR CONSULTANT TO WORK WITH BOARD AND STAFF TO CREATE A SUSTAINABLILITY PLAN |
| THE WOMEN'S FUND INC | |||||||
| 2 WILLIAMS STREET | CLINTON | NY | 13323 | 204296797 | 501(C)3 | $27,234 | FOR GENERAL SUPPORT, ANNIE'S FUND AND WOMEN'S FUND |
| TRI-CITY LACROSSE INC | |||||||
| 8029 HALSEY ROAD | WHITESBORO | NY | 13492 | 161603922 | 501(C)3 | $10,000 | SAFETY NETTING AND FENCING FOR NEW FIELDSSCHOLARSHIP AWARDS |
| TUG HILL TOMORROW INC | |||||||
| PO BOX 6063 | WATERTOWN | NY | 13601 | 223115498 | 501(C)3 | $12,000 | FOR OPERATIONAL AND GENERAL SUPPORT |
| UNITED WAY OF THE VALLEY & GREATER UTICA AREA | |||||||
| 201 LAFAYETTE STREET SUITE 201 | UTICA | NY | 13502 | 150532074 | 501(C)3 | $59,786 | FOR LITERACY COALITION AND GENERAL SUPPORT |
| UNIVERSITY OF ROCHESTER | |||||||
| PO BOX 270261 | ROCHESTER | NY | 14627 | 160743209 | 501(C)3 | $5,850 | SCHOLARSHIPS |
| UPSTATE CEREBRAL PALSY | |||||||
| 1020 MARY STREET | UTICA | NY | 13501 | 150543657 | 501(C)3 | $37,335 | THERAPEUTIC HORSEBACK RIDING FEES, EXPANSION OF EQUINE THERAPY PROGRAM AND FOR GENERAL SUPPORTCAPACITY BUILDING MINI-GRANT, FOR NEW HORIZONS, & FOR GENERAL SUPPORT |
| UTICA CITY SCHOOL DISTRICT | |||||||
| 1115 MOHAWK ST | UTICA | NY | 13502 | $10,000 | FOR MUSIC DEPARTMENT INSTRUMENT REPLACEMENT | ||
| ROME CITY SCHOOL DISTRICT | |||||||
| 409 BELL ROAD S | ROME | NY | 13440 | 501(C)3 | $66,250 | FOR AWARDS AND SCHOLARSHIP, INTERACT CLUB AND WORK-SCHOLARSHIP CONNECTION PROGRAM | |
| UTICA COLLEGE | |||||||
| 1600 BURRSTONE RD | UTICA | NY | 13502 | 161476258 | 501(C)3 | $100,680 | SCHOLARSHIPS |
| UTICA DOLLARS FOR SCHOLARS | |||||||
| PO BOX 1733 | UTICA | NY | 13503 | 411795701 | 501(C)3 | $21,838 | SCHOLARSHIPS |
| UTICA MUNICIPAL HOUSING AUTHORITY | |||||||
| 509 SECOND STREET | UTICA | NY | 13501 | 156000653 | 501(C)3 | $174,904 | PUBLIC HOUSING AMERICORPS PROJECT |
| UTICA PUBLIC LIBRARY | |||||||
| 303 GENESEE STREET | UTICA | NY | 13501 | 150618132 | 501(C)3 | $814,950 | FOR HVAC, SUMMER READING PROGRAM, ANNUAL CAMPAIGN, GENERAL SUPPORT AND ROOF REPAIRS |
| UTICA SAFE SHCOOL HEALTHY STUDENTS PARTNERSHIP INC | |||||||
| 106 MEMORIAL PARKWAY | UTICA | NY | 13501 | 161614543 | 501(C)3 | $674,520 | DIVERTING ONEIDA COUNTY YOUTH FROM THE COURT SYSTEM |
| UTICA ZOOLOGICAL SOCIETY | |||||||
| 99 STEELE HILL ROAD | UTICA | NY | 13501 | 160915407 | 501(C)3 | $29,000 | FOR THE CARE OF "DONOVAN THE LION," GIVE BACK TO UTICA INTERN, AND ACCESSIBILITY PROJECT |
| VALLEY HEALTH SERVICE INC | |||||||
| 690 WEST GERMAN STREET | HERKIMER | NY | 13350 | 222511614 | 501(C)3 | $115,000 | PUMP STATION FOR NEW ASSISTED LIVING FACILITY AND FOR GENERAL SUPPORT |
| VIEWTHE ARTS CENTER IN OLD FORGE | |||||||
| 3273 STATE RT 28 | OLD FORGE | NY | 13420 | 161001728 | 501(C)3 | $100,375 | FOR WATERCOLOR EXHIBIT AND MEYDA MATCHING PROJECT |
| WOODGATE FREE LIBRARY | |||||||
| PO BOX 56 | WOODGATE | NY | 13494 | 161154771 | 501(C)3 | $10,000 | ROOF REPLACEMENT |
| WORKFORCE INVESTMENT BOARD | |||||||
| 209 ELIZABETH ST | UTICA | NY | 13501 | 161140488 | 501(C)3 | $10,000 | SEMI HIGH TECH U TRAINING FOR 60 TEACHERS |
| YWCA OF THE MOHAWK VALLEY | |||||||
| 1000 CORNELIA ST | UTICA | NY | 13502 | 150532279 | 501(C)3 | $14,610 | FOR OUTSTANDING WOMENS EVENT, DOMESTIC VIOLENCE SERVICES, EDUCATION PROGRAM AND GENERAL SUPPORT |
| FAXTON-ST LUKE'S HEALTHCARE FOUNDATION | |||||||
| PO BOX 479 | UTICA | NY | 13503 | 223078768 | 501(C)3 | $72,500 | GRANTS FOR SURGICAL EQUIPMENT/AN EVENING OF JAZZ/MRI/IV PUMP SYSTEM |
| FAXTON-ST LUKE'S HEALTHCARE | |||||||
| PO BOX 479 | UTICA | NY | 13503 | 223078768 | 501(C)3 | $76,000 | GRANTS FOR PATIENT EDUCATION PROJECT/CARE OF INDEGENT PATIENTS/AND LEGAL CONSULTANT SERVICES |
| FAXTON-ST LUKE'S HEALTHCARE FOUNDATION | |||||||
| PO BOX 479 | UTICA | NY | 13503 | 223078768 | 501(C)3 | $8,500 | GRANTS FOR GENERAL SUPPORT/BREAST CANCER CENTER/INSIGHT HOUSE COLLABORATION PROGRAM |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET A O'SHEA | PersonNm |
| Title | PRESIDENT-CEO | TitleTxt |
| Base Compensation Filing Org | $145,092 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $50,000 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,001 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,587 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $213,680 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,419,533 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, LINE 32B: THE FOUNDATION USES A FINANCIAL INSTITUTION TO RECEIVE AND SELL PUBLICLY TRADED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ONE PERSON IS EMPLOYED BY THE OTHER IN A SOLE PROPRIETORSHIP OR BY AN ORGANIZATION WITH WHICH THE OTHER IS ASSOCIATED AS A TRUSTEE, DIRECTOR, OFFICER, KEY EMPLOYEE, OR GREATER THAN 35% OWNER. 1.) EVE VAN DE WAL IS THE REGIONAL PRESIDENT OF AN ORGANIZATION IN WHICH MARGARET O'SHEA, RONALD CUCCARO, AND JUDITH SWEET ARE ADVISORY BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT 990 IS REVIEWED AND APPROVED BY THE FOUNDATION'S AUDIT AND COMPLIANCE COMMITTEE TO ENSURE COMPLIANCE WITH TAX LAWS. THE FINAL VERSION OF THE FORM 990 IS E-MAILED TO EACH BOARD MEMBER. IN ORDER TO ASSIST BOARD MEMBERS WITH THEIR REVIEW OF THE FORM 990, A GUIDANCE TABLE IS PROVIDED THAT DESCRIBES EACH PART OF THE FORM 990 ALONG WITH KEY QUESTIONS THAT THE REVIEWER SHOULD CONSIDER WHEN REVIEWING THE 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION'S POLICY ON CONFLICTS OF INTEREST & CONFIDENTIALITY APPLIES TO ALL PERSONS HOLDING POSITIONS OF RESPONSIBILITY AND TRUST ON BEHALF OF THE FOUNDATION, INCLUDING BUT NOT LIMITED TO MEMBERS OF THE BOARD OF TRUSTEES, VOLUNTEER COMMITTEE MEMBERS AND MEMBERS OF THE FOUNDATION STAFF. THE FOUNDATION'S POLICY MANDATES THAT A DISCLOSURE FORM BE UPDATED ANNUALLY LISTING THE NAMES OR NONPROFIT ORGANIZATIONS OR BUSINESSES/CORPORATIONS IN WHICH THEY OR AN IMMEDIATE FAMILY MEMBERS HOLD A POSITION THAT MAY GIVE RISE TO A POTENTIAL CONFLICT BETWEEN PERSONAL INTERESTS AND THE INTERESTS OF THE FOUNDATION. THE FOUNDATION'S POLICY REQURIES DISCLOSURE OF A CONFLICT OF INTEREST: (A) PRIOR TO VOTING ON OR OTHERWISE DISCHARGING HIS OR HER DUTIES WITH RESPECT TO ANY MATTER INVOLVING THE CONFLICT WHICH COMES BEFORE THE BOARD OR ANY COMMITTEE; (B) PRIOR TO ENTERING INTO ANY CONTRACT OR TRANSACTION INVOLVING THE FOUNDATION; (C) AS SOON AS POSSIBLE AFTER THE BOARD MEMBER OR OFFICER SHALL LEARN OF A CONFLICT OF INTEREST IN ANY OTHER CONTEXT. THE FOUNDATION'S POLICY STATES THAT FOLLOWING THE RECEIPT OF INFORMATION CONCERNING A CONTRACT OR TRANSACTION INVOLVING A POTENTIAL CONFLICT OF INTEREST, THE BOARD SHALL CONSIDER THE MATERIAL FACTS CONCERNING THE PROPOSED CONTRACT OR TRANSACTION INCLUDING THE PROCESS BY WHICH THE DECISION WAS MADE TO RECOMMEND ENTERING INTO THE ARRANGEMENT ON THE TERMS PROPOSED. THE BOARD SHALL APPROVE ONLY THOSE CONTRACTS OR TRANSACTIONS IN WHICH THE TERMS ARE FAIR AND REASONABLE TO THE FOUNDATION AND THE ARRANGEMENTS ARE CONSISTENT WITH RECOMMENDING TO THE BOARD A CONFLICT OF INTEREST POLICY, RECOMMENDING THE FORMAT OF THE ANNUAL DISCLOSURE FORM, RECOMMENDING CHANGES AS NEEDED, AND ENSURING THE ORGANIZATION'S COMPLIANCE WITH ITS POLICY ON AT LEAST AN ANNUAL BASIS. THE FOUNDATION'S POLICY STATES THAT PERSONS WITH A CONFLICT SHALL NOT BE AUTHORIZED TO APPROVE A CONTRACT OR TRANSACTION. AT THE TIME OF THE DISCUSSION AND DECISION CONCERNING THE AUTHORIZATION OF SUCH CONTRACT OR TRANSACTION, THE INTERESTED BOARD MEMBER OR OFFICER SHOULD NOT BE PRESENT AT THE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION OF THE FOUNDATION'S PRESIDENT/CEO INCLUDES A REVIEW AND APPROVAL BY THE BOARD WHICH IS BASED ON PRIOR YEAR'S SALARY AS WELL AS COMPARABILITY DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON OUR WEBSITE. IN ADDITION, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. |
| SCHEDULE D, PART VII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION GIFT HOLDING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2608 GENESEE ST | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOLDING OF GIFTED REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| End Of Year Assets | $957,024 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION HOLDING CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2608 GENESEE ST | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200254573 | EIN |
| Primary Activities | PROPERTY MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 8 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION HOLDING CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $1,000,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments