2015-11-13T13:09:26-06:00 2015-06-30 141567370 NUGENT & HAEUSSLER PC 101 BRACKEN ROAD MONTGOMERY NY 12549 990 2014-07-01 061551843 COMMUNITY FOUNDATION OF ORANGE COUNTY INC COMM 8457699393 30 SCOTTS CORNER DRIVE NO 203 MONTGOMERY NY 12549 DERRIK WYNKOOP CHAIRMAN 8457699393 2015-11-10 1 MARK M LEVY CPA P01061802 8454571100 2015-11-10 2014 2016-04-25 22:37:26Z DERRIK WYNKOOP 30 SCOTTS CORNERS DRIVE MONTGOMERY NY 12549 5356066 0 X WWW.CFOSNY.ORG X 1999 NY THE FOUNDATION'S MISSION IS TO ENABLE CHARITABLE INDIVIDUALS AND ORGANIZATIONS TO BECOME MEANINGFUL DONORS BY PROVIDING TRUSTED SUPPORT AND EXPERTISE FOR THEIR CONTRIBUTIONS TO MAKE A DIFFERENCE IN OUR COMMUNITY, NOW AND FOREVER. 26 26 4 0 0 0 1783766 2500684 139578 176512 298136 416764 -1300 0 2220180 3093960 437324 433636 0 0 276846 319297 0 0 38851 278080 373105 992250 1126038 1227930 1967922 12318758 15276917 2454443 3572709 9864315 11704208 THE FOUNDATION'S MISSION IS TO ENABLE CHARITABLE INDIVIDUALS AND ORGANIZATIONS TO BECOME MEANINGFUL DONORS BY PROVIDING TRUSTED SUPPORT AND EXPERTISE FOR THEIR CONTRIBUTIONS TO MAKE A DIFFERENCE IN OUR COMMUNITY, NOW AND FOREVER. 0 0 939644 433636 176512 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 939644 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 26 26 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X ELIZABETH ROWLEY 8457699393 30 SCOTTS CORNERS DRIVE SUITE 203 MONTGOMERY NY 12549 JACK BERKOWITZ TREASURER 2.00 0.00 X X 0 0 0 MICHAEL BONURA DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM BRATTON DIRECTOR 2.00 0.00 X 0 0 0 CHRISTOPHER CORALLO ASSISTANT TREASURER 2.00 0.00 X X 0 0 0 JOHN M DAVIES DIRECTOR 2.00 0.00 X 0 0 0 KATHARINE FITZGERALD SECRETARY 2.00 0.00 X X 0 0 0 ERIC FUENTES DIRECTOR 2.00 0.00 X 0 0 0 PHILIP GUARNIERI DIRECTOR 2.00 0.00 X 0 0 0 GERALD N JACOBOWITZ ESQ DIRECTOR 2.00 0.00 X 0 0 0 DR MICHELLE A KOURY DIRECTOR 2.00 0.00 X 0 0 0 WAYNE MARTIN CPA DIRECTOR 2.00 0.00 X 0 0 0 TIM MCCAUSLAND DIRECTOR 2.00 0.00 X 0 0 0 SUSAN D NAJORK DIRECTOR 2.00 0.00 X 0 0 0 BONNIE ORR CPA DIRECTOR 2.00 0.00 X 0 0 0 ANDREW PAVLOFF CPA DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM QUACKENBUSH DIRECTOR 2.00 0.00 X 0 0 0 RICHARD SHAPIRO ESQ DIRECTOR 2.00 0.00 X 0 0 0 GARALD J SKODA DIRECTOR 2.00 0.00 X 0 0 0 MAGGIE SMITH DIRECTOR 2.00 0.00 X 0 0 0 RJ SMITH DIRECTOR 2.00 0.00 X 0 0 0 JOSH SOMMERS DIRECTOR 2.00 0.00 X 0 0 0 JOE VANDERHOOF VICE CHAIRMAN 2.00 0.00 X X 0 0 0 AMANDA WARD DIRECTOR 2.00 0.00 X 0 0 0 DR MICHELE WINCHESTER-VEGA DIRECTOR 2.00 0.00 X 0 0 0 DERRICK WYNKOOP CHAIRMAN 2.00 0.00 X X 0 0 0 WAYNE ZANETTI DIRECTOR 2.00 0.00 X 0 0 0 KAREN VANHOUTEN MINOGUE PRESIDENT & CEO 65.00 0.00 X 112536 0 0 112536 0 0 1 0 0 0 0 206961 2293723 2500684 ADMINISTRATIVE FEES 900099 172292 172292 SEMINARS 900099 4220 4220 176512 301517 301517 2185017 2069770 115247 115247 115247 192336 206961 192336 0 3093960 176512 0 416764 271907 271907 161729 161729 127502 89252 31875 6375 143551 77045 41582 24924 11031 7170 3309 552 14366 9338 4310 718 22847 14017 6192 2638 16000 16000 55807 55807 466 466 13710 7540 5484 686 18950 11370 7580 30331 21232 9099 3448 1547 1552 349 16959 10175 6784 2250 1350 876 24 6663 4997 1666 ADMINISTRATIVE FEES 140009 140009 BAD DEBT EXPENSE 34095 34095 PRINTING AND PUBLICATIO 14324 7162 5730 1432 COMPUTER SUPPORT 9356 5613 2807 936 10737 8289 2231 217 1126038 939644 147543 38851 1801776 155162 3250758 890521 1242 2561 17329 9158 6035 8171 7168993 14162047 578 335 89376 58120 12318758 15276917 6012 8597 40530 39375 2407901 3524737 2454443 3572709 X 483970 566478 683095 927944 8697250 10209786 9864315 11704208 12318758 15276917 1967922 -128029 0 X 0 1 X 1 0 X 723564 946358 1198900 1574417 2500684 6943923 723564 946358 1198900 1574417 2500684 6943923 6943923 171939 202195 97329 252162 301517 1025142 149338 385685 377971 490032 368848 1771874 9740939 0.71290 0.69890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25 1048568 145097 1907310 1 1 9380345 2337794 276972 353294 312393 192694 11137730 7273769 1593044 1206696 530432 162732 9380345 5940445 1159949 800628 495353 131900 7273769 5383913 944295 183708 454434 117037 5940445 4438938 574007 712709 249603 92138 5383913 0.91670 0.08330 0 0 10037 6932 3105 7292 2226 5066 8171 FIXED INCOME 5165408 F EQUITIES 7551128 F MUTUAL FUNDS 1309022 F EXCHANGE-TRADE PRODUCTS 136489 F 14162047 AGENCY ENDOWMENTS 3501862 SPLIT-INTEREST AGREEMENT 22875 3524737 X 3158267 -128029 192336 64307 3093960 0 3093960 1318374 192336 192336 1126038 0 1126038 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, 2015. THE FOUNDATION'S FEDERAL TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2012 THROUGH JUNE 30, 2014 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 990 192,336. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET ON IRS FORM 990 192,336. ANNUAL RECEPTION 142125 102046 40079 40079 ROBERT MCCOY FOUNDATION GOLF OUTING 53400 24448 28952 28952 14 203772 80467 123305 123305 399297 206961 192336 192336 192336 0 1 MEMORIAL SLOAN KETTERING CANCER CENTER PO BOX 27106 NEW YORK NY 10087 131924236 20000 0 OVARIAN CANCER RESEARCH SOCIAL TAP INC 17 HILLCREST VIEW HARTSDALE NY 10530 455192437 15000 0 IMPLEMENTATION OF THE CLEAN COOK MARCH OF DIMES 580 WHITE PLAINS ROAD SUITE 445 TARRYTOWN NY 10591 131846366 12189 0 FAERIES FORBABIES GRANT NEW YORK STATE TROOPERS PBA SIGNAL 30 FUND INC 120 STATE STREET ALBANY NY 12207 204062957 14748 0 COPS FOR KIDS GRANT RURAL & MIGRANT MINISTRIES PO BOX 4757 POUGHKEEPSIE NY 12602 222527596 10000 0 JUSTICE FOR FARM WORKERS CAMPAIGN THE PUTNEY SCHOOL 418 HOUGHTON BROOK ROAD PUTNEY VT 05346 030179305 10000 0 PROGRAM SUPPORT THE UNIVERSITY OF CALIFORNIA 1001 POTRERO AVENUE ROOM 3C-38 SAN FRANCISCO CA 94110 946036493 20000 0 CEREBROVASCULAR RESEARCH MOUNT SAINT MARY COLLEGE 330 POWELL AVENUE NEWBURGH NY 12550 141468399 7000 0 HEOP GRANT TOWN OF WALLKILL BOYS AND GIRLS CLUB INC PO BOX 14 CIRCLEVILLE NY 10919 133741014 7374 0 COPS FOR KIDS GRANT GRANTS OR 5000 N/A NA NY 12550 145596 0 PROGRAM SUPPORT TRUSTEES OF COLUMBIA UNIVERSITY 630 WEST 168ST NEW YORK NY 10032 135598093 10000 RESEARCH GRANT SCHOLARSHIP TO BARD COLLEGE 1 250 0 SCHOLARSHIP TO BINGHAMTON UNIVERSITY 5 5500 0 SCHOLARSHIP TO BOSTON COLLEGE 2 6000 0 SCHOLARSHIP TO BOSTON UNIVERSITY 2 1500 0 SCHOLARSHIP TO CHEYNEY UNIVERSITY 1 300 0 SCHOLARSHIP TO CLARKSON UNIVERSITY 1 1150 0 SCHOLARSHIP TO COSTAL CAROLINA UNIVERSITY 2 1500 0 SCHOLARSHIP TO COLLEGE AT OTEONTA 2 2000 0 SCHOLARSHIP TO COLLEGE OF CHARLESTON 1 2000 0 SCHOLARSHIP TO CORNELL UNIVERSITY 2 2500 0 SCHOLARSHIP TO DELAWARE VALLEY COLLEGE 2 1000 0 SCHOLARSHIP TO DREXEL UNIVERSITY 1 1000 0 SCHOLARSHIP TO EAST CAROLINA UNIVERSITY 1 1000 0 SCHOLARSHIP TO FARMINGDALE STATE UNIVERSITY 1 5000 0 SCHOLARSHIP TO FORDHAM UNIVERSITY 1 250 0 SCHOLARSHIP TO HOFSTRA UNIVERSITY 1 500 0 SCHOLARSHIP TO ITHACA COLLEGE 1 500 0 SCHOLARSHIP TO JOHN S BURKE CATHOLIC HIGH SCHOOL 1 1000 0 SCHOLARSHIP TO LEHIGH UNIVERSITY 1 1000 0 SCHOLARSHIP TO LEMOYNE COLLEGE 1 1000 0 SCHOLARSHIP TO MARIST COLLEGE 2 7000 0 SCHOLARSHIP TO MERCY COLLEGE 1 150 0 SCHOLARSHIP TO MICHIGAN STATE UNIVERSITY 1 1000 0 SCHOLARSHIP TO MISERICORDIA UNIVERSITY 2 1500 0 SCHOLARSHIP TO MORRISVILLE STATE COLLEGE 1 2000 0 SCHOLARSHIP TO MOUNT SAINT MARY COLLEGE 7 13815 0 SCHOLARSHIP AWARDED TO MORGAN DEAVER 1 250 0 SCHOLARSHIP TO ORANGE COUNTY COMMUNITY COLLEGE 7 11950 0 SCHOLARSHIP TO PACE UNIVERSITY 1 500 0 SCHOLARSHIP TO PENNSYLVANIA STATE UNIVERSITY 2 1000 0 SCHOLARSHIP TO PURCHASE UNIVERSITY 1 2000 0 SCHOLARSHIP TO QUINNIPIAC UNIVERSITY 2 1250 0 SCHOLARSHIP TO ROCHESTER INSTITUE OF TECHNOLOGY 2 6000 0 SCHOLARSHIP TO RUTGERS UNIVERSITY 1 1000 0 SCHOLARSHIP TO SALISBURY UNIVERSITY UNIVERSITY 1 500 0 SCHOLARSHIP TO SARAH LAWRENCE COLLEGE 1 1500 SCHOLARSHIP TO SETON HALL UNIVERSITY 1 1000 0 SCHOLARSHIP TO SIENA COLLEGE 4 3000 0 SCHOLARSHIP TO STEVENS INSTITUTE OF TECHNOLOGY 1 250 0 SCHOLARSHIP TO STONEY BROOK UNIVERSITY 2 1250 0 SCHOLARSHIP TO SULLIVAN COUNTY COMMUNITY COLLEGE 1 2500 0 SCHOLARSHIP TO SUNY - CORTLAND 3 4000 0 SCHOLARSHIP TO SUNY DELHI 2 3000 0 SCHOLARSHIP TO SUNY GENESEO 3 4500 0 SCHOLARSHIP TO SUNY NEW PALTZ 2 2500 0 SCHOLARSHIP TO SUNY ONEONTA 2 2000 0 SCHOLARSHIP TO SUNY OSWEGO 1 1000 0 SCHOLARSHIP TO SUNY PLATTSBURGH 2 1500 0 SCHOLARSHIP TO SYRACUSE UNIVERSITY 2 2750 0 SCHOLARSHIP TO THE CATHOLIC UNIVERSITY OF AMERICA 1 500 0 SCHOLARSHIP TO THE CULINARY INSTITUTE OF AMERICA 1 250 0 SCHOLARSHIP TO THE STORM KING SCHOOL 1 15000 0 SCHOLARSHIP TO ULSTER COUNTY COMMUNITY COLLEGE 1 1500 0 SCHOLARSHIP TO UNIVERSITY AT ALBANY 1 3500 0 SCHOLARSHIP TO UNIVERSITY AT BUFFALO 3 2250 0 SCHOLARSHIP TO UNIVERSITY OF BRIDGEPORT 1 500 0 SCHOLARSHIP TO UNIVERSITY OF DELAWARE 3 2250 0 SCHOLARSHIP TO UNIVERSITY OF NEW HAMPSHIRE 1 2000 0 SCHOLARSHIP TO UNIVERSITY OF NEW HAVEN 1 1000 0 SCHOLARSHIP TO UNIVERSITY OF NOTRE DAME 1 500 0 SCHOLARSHIP TO UNIVERSITY OF SOUTH CAROLINA 1 500 0 SCHOLARSHIP TO UNIVERSITY OF TAMPA 1 1000 0 SCHOLARSHIP TO WASHINGTON AND LEE UNIVERSITY 1 2500 0 SCHOLARSHIP TO WELLS COLLEGE 1 500 0 SCHOLARSHIP TO WILKES UNIVERSITY 1 5000 0 SCHOLARSHIP TO WILLIAMS COLLEGE 1 1000 0 SCHOLARSHIP TO YORK COLLEGE OF PENNSYLVANIA 3 3500 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS FOR SCHOLARSHIPS GRANTED TO INDIVIDUALS WITHIN THE UNITED STATES, THE GRANTEE MUST VERIFY PROOF OF ENROLLMENT IN THE EDUCATIONAL SYSTEM, THE PROGRAM OF STUDY AND ANY OTHER INFORMATION REQUESTED BY THE COMMUNITY FOUNDATION OF ORANGE, INC. IN ORDER TO PROVE PROPER ENROLLMENT. GRANTS ARE AWARDED TO NOT-FOR-PROFIT ORGANIZATIONS FOR OPERATING EXPENSES, GIVING THE ORGANIZATIONS FLEXIBILITY FOR ITS USE. ALL GRANTS THAT ARE AWARDED ARE APPROVED BY THE GOVERNING BODY OF THE ORGANIZATION. 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.