COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC (EIN 15-6016932)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201442259349301219
- Schema version
- 2013v3.0
- 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 | 2014-08-13T10:09:52-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 LOMOND COURT | AddressLine1 |
| City | UTICA | City |
| State | NY | State |
| ZIP Code | 135025950 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | ONEIDA COUNTIES INC | BusinessNameLine2 |
| 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 | 1222 STATE STREET | AddressLine1 |
| City | UTICA | City |
| State | NY | State |
| ZIP Code | 13502 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET O'SHEA | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3157358212 | PhoneNum |
| Signature | 2014-08-12 | 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 | 2014-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARGARET O'SHEA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1222 STATE STREET | AddressLine1 |
| City | UTICA | City |
| State | NY | State |
| ZIP Code | 13502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,801,584 | 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 | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,792,966 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,231,375 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,083,411 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,570,209 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,876,377 | PYTotalRevenueAmt |
| CY Total Revenue | $8,801,584 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,189,578 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,881,430 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $700,709 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $839,619 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $343,685 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,392,712 | PYOtherExpensesAmt |
| CY Other Expenses | $1,297,311 | CYOtherExpensesAmt |
| PY Total Expenses | $4,282,999 | PYTotalExpensesAmt |
| CY Total Expenses | $5,018,360 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,593,378 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,783,224 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $101,339,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,511,869 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,533,611 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,209,664 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $94,805,797 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,302,205 | 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 | $3,465,221 | ExpenseAmt |
| Grant | $2,881,430 | 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 | $3,465,221 | 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 | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 13 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3157358212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1222 STATE STREET | AddressLine1 |
| City | UTICA | City |
| State | NY | State |
| ZIP Code | 13502 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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) | $81,158 | $0 | $5,681 | 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) | $134,861 | $0 | $43,443 | 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 | |
| DOMINICK D CARBONE | ||||||
| SECRETARY-TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GEORGIANA ROBERTS IDE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $216,019 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $49,124 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,231,375 | AllOtherContributionsAmt |
| Noncash Contributions | $1,339,607 | NoncashContributionsAmt |
| Total Contributions | $4,231,375 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,872,339 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,872,339 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,697,870 | 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 | $2,697,870 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,697,870 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,697,870 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,801,584 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,570,209 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,881,430 | TotalAmt |
| Program Services | $2,881,430 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,152 | TotalAmt |
| Program Services | $79,050 | ProgramServicesAmt |
| Management And General | $79,050 | ManagementAndGeneralAmt |
| Fundraising | $79,052 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,941 | TotalAmt |
| Program Services | $204,254 | ProgramServicesAmt |
| Management And General | $123,575 | ManagementAndGeneralAmt |
| Fundraising | $158,112 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,805 | TotalAmt |
| Program Services | $9,158 | ProgramServicesAmt |
| Management And General | $5,451 | ManagementAndGeneralAmt |
| Fundraising | $7,196 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,358 | TotalAmt |
| Program Services | $17,790 | ProgramServicesAmt |
| Management And General | $10,590 | ManagementAndGeneralAmt |
| Fundraising | $13,978 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,363 | TotalAmt |
| Program Services | $21,992 | ProgramServicesAmt |
| Management And General | $13,091 | ManagementAndGeneralAmt |
| Fundraising | $17,280 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,102 | TotalAmt |
| Program Services | $32,051 | ProgramServicesAmt |
| Management And General | $32,051 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,378 | TotalAmt |
| Program Services | $9,689 | ProgramServicesAmt |
| Management And General | $9,689 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,325 | TotalAmt |
| Program Services | $8,662 | ProgramServicesAmt |
| Management And General | $8,663 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $795,936 | TotalAmt |
| Management And General | $795,936 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,886 | TotalAmt |
| Program Services | $6,628 | ProgramServicesAmt |
| Management And General | $6,628 | ManagementAndGeneralAmt |
| Fundraising | $6,630 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,481 | TotalAmt |
| Management And General | $8,481 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,624 | TotalAmt |
| Program Services | $4,656 | ProgramServicesAmt |
| Management And General | $9,312 | ManagementAndGeneralAmt |
| Fundraising | $4,656 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,735 | TotalAmt |
| Program Services | $8,934 | ProgramServicesAmt |
| Management And General | $17,867 | ManagementAndGeneralAmt |
| Fundraising | $8,934 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,270 | TotalAmt |
| Management And General | $39,270 | 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 | $32,052 | TotalAmt |
| Program Services | $8,013 | ProgramServicesAmt |
| Management And General | $16,026 | ManagementAndGeneralAmt |
| Fundraising | $8,013 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,676 | TotalAmt |
| Management And General | $20,676 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,643 | TotalAmt |
| Management And General | $10,643 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM INITIATIVES | $133,080 | $133,080 | ||
| DEVELOPMENT AND MARKETI | $79,668 | $39,834 | $39,834 | |
| ANNUAL REPORT AND NEWSL | $25,590 | $25,590 | ||
| DUES AND SUBSCRIPTIONS | $20,667 | $20,667 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$48,802 | TotalAmt |
| Management And General | -$48,802 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,018,360 | TotalAmt |
| Program Services | $3,465,221 | ProgramServicesAmt |
| Management And General | $1,209,454 | ManagementAndGeneralAmt |
| Fundraising | $343,685 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,029,191 | BOYAmt |
| EOY | $1,018,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $320,593 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,568 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,891 | BOYAmt |
| EOY | $199,025 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,687,743 | BOYAmt |
| EOY | $103,291,476 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,184,923 | BOYAmt |
| EOY | $11,959,745 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,038 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,622 | BOYAmt |
| EOY | $1,043,559 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,339,408 | BOYAmt |
| EOY | $117,511,869 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,470 | BOYAmt |
| EOY | $120,918 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,316,905 | BOYAmt |
| EOY | $1,467,656 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,908,236 | BOYAmt |
| EOY | $5,621,090 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,533,611 | BOYAmt |
| EOY | $7,209,664 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,989,010 | BOYAmt |
| EOY | $36,763,978 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,364,456 | BOYAmt |
| EOY | $49,785,120 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,452,331 | BOYAmt |
| EOY | $23,753,107 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,805,797 | BOYAmt |
| EOY | $110,302,205 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,339,408 | BOYAmt |
| EOY | $117,511,869 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,783,224 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,713,184 | 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) |
|---|---|---|
| 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 | $1,455,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,178,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,702,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,778,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,733,353 | CurrentTaxYearAmt |
| Total | $8,847,495 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,455,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,178,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,702,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,778,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,733,353 | CurrentTaxYearAmt |
| Total | $8,847,495 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $720,351 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,127,144 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,882,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,828,051 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,002,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,880,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,880,365 | CurrentTaxYearAmt |
| Total | $9,474,279 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,321,774 | TotalSupportAmt |
| Public Support CY170 | 0.44360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.38690 | 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 | 88 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 7 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $830,523 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $24,405 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $845,230 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $12,279 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $19,488,235 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $545,483 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,923,548 | BeginningYearBalanceAmt |
| Contributions | $8,804,396 | ContributionsAmt |
| Investment Earnings Or Losses | $15,039,059 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,630,290 | GrantsOrScholarshipsAmt |
| Other Expenditures | $150,000 | OtherExpendituresAmt |
| Administrative Expenses | $851,599 | AdministrativeExpensesAmt |
| End Year Balance | $78,135,114 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31770 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22040 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.46190 | 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 | $69,779 | OtherCostOrOtherBasisAmt |
| Book Value | $69,779 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,725 | DepreciationAmt |
| Book Value | $1,688 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $243,401 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,843 | DepreciationAmt |
| Book Value | $127,558 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $199,025 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTED CASH | $667,966 | F |
| ALTERNATIVE INVESTMENTS | $10,195,033 | F |
| LIFE INSURANCE | $139,722 | F |
| REAL ESTATE | $957,024 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,959,745 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COMPENSATED ABSENCES | $9,890 |
| AGENCY LIABILITES | $4,505,288 |
| CHARITABLE GIFT ANNUITIES | $1,105,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,621,090 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,718,832 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,713,190 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $11,713,190 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,005,642 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $795,936 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $6 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $795,942 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,801,584 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,222,424 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,222,424 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $795,936 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $795,936 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,018,360 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION'S FEDERAL AND STATE INFORMATIONAL RETURNS FOR THE TAX YEARS 2009 THROUGH 2011 REMAIN SUBJECT TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITY. |
| 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 (85 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALBANY LAW SCHOOL | |||||||
| 80 NEW SCOTLAND AVE | ALBANY | NY | 12208 | 141338309 | 501(C)3 | $10,000 | IN SUPPORT OF THE ANNUAL FUND AND THE HELEN WILKINSON MEMORIAL FUNDGTANT FOR PUBLIC SUPPORTGRANT FOR PUBLIC SUPPORT |
| AMERICAN RED CROSS OF CNY | |||||||
| 344 WEST GENESEE STREET | SYRACUSE | NY | 13202 | 530196605 | 501(C)3 | $5,000 | FOR DISASTER RELIEF IN HERKIMER COUNTY |
| AMERICAN RED CROSS OF THE MOHAWK VALLEY | |||||||
| 1415 GENESEE STREET | UTICA | NY | 13501 | 530196605 | 501(C)3 | $28,000 | HELP SUPPORT VICTEMS OF THE MOORE, OKLAHOMA TORNADO & HERKIMER COUNTY FLOOD RELIEF |
| ANIMAL ALLIANCE OF GREATER SYRACUSE | |||||||
| 7641 MERRITT DRIVE | BALWINSVILLE | NY | 13027 | 300698105 | 501(C)3 | $5,000 | FOR GENERAL SUPPORT |
| BOYS AND GIRLS CLUBS OF THE MOHAWK VALLEY | |||||||
| 755 LANSING STREET | UTICA | NY | 13501 | 150532057 | 501(C)3 | $42,500 | AFTER SCHOOL PROGRAMS AT COLUMBUS AND BELLAMY & GENERAL SUPPORT |
| CENTRAL ASSOCIATIONS FOR THE BLIND & VISUALLY IMPAIRED | |||||||
| 507 KENT STREET | UTICA | NY | 13502 | 150543587 | 501(C)3 | $10,845 | FOR THE UPGRADE OF TRAINING EQUIPMENT, ADAPTIVE SPORTS PROGRAMS AND GENERAL SUPPORT |
| CHARLES T SITRIN HEALTH CARE CENTER INC | |||||||
| 2050 TILDEN AVE | NEW HARTFORD | NY | 13413 | 223100745 | 501(C)3 | $5,560 | FUNDING FOR MEMBERSHIP DUES AT THE UTICA CURLING CLUB FROM THE CNY ADAPTIVE CURLING FUND |
| THE CHILDREN'S MUSEUM | |||||||
| 311 MAIN STREET | UTICA | NY | 13501 | 160918936 | 501(C)3 | $11,670 | CARPET REPLACEMENT |
| CITIZENS UNITED FOR RESEARCH IN EPILEPSY | |||||||
| PO BOX 150 | HERKIMER | NY | 13350 | 364253176 | 501(C)3 | $6,500 | FOR GENERAL SUPPORT |
| CITY OF UTICA | |||||||
| 1 KENNEDY PLAZA | UTICA | NY | 13502 | 501(C)3 | $30,000 | ELECTRICAL REPAIRS TO BOGG'S SQUARE MONUMENT BUILDING | |
| CLARKSON UNIVERSITY | |||||||
| 8 CLARKSON AVE | POTSDAM | NY | 13699 | $5,000 | SCHOLORSHIP AWARD | ||
| CLINTON ABC PROGRAM INC | |||||||
| 3989 CAMPUS ROAD | CLINTON | NY | 13323 | 237296910 | 501(C)3 | $6,440 | FOR GENERAL SUPPORT |
| CLINTON CENTRAL SCHOOL DISTRICT FOUNDATION | |||||||
| 75 CHENANGO AVE | CLINTON | NY | 13323 | 161413396 | 501(C)3 | $9,285 | AGENCY GRANT |
| CNY CAT COALITION | |||||||
| PO BOX 6182 | SYRACUSE | NY | 13217 | 061688749 | 501(C)3 | $10,000 | FOR CORPORATE LEVEL SUPPORT |
| COMMUNITY TRANSPORTATION SERVICES | |||||||
| PO BOX 995 | OLD FORGE | NY | 13420 | 161320715 | 501(C)3 | $14,065 | PURCHASE OF REPLACEMENT VEHICLES |
| COMPASSION COALITION | |||||||
| 509 LAFAYETTE STREET | UTICA | NY | 13502 | 161579336 | 501(C)3 | $31,500 | FOR GENERAL SUPPORT AND ROOF REPLACEMENT |
| DESALES CENTER INC | |||||||
| 309 N GENESEE STREET | UTICA | NY | 13501 | 134350899 | 501(C)3 | $21,600 | HEALTH AND SAFETY UPGRADES |
| DODGE PRATT NORTHAM ART & COMMUNITY CENTER INC | |||||||
| 106 SCHUYLER STREET | BOONVILLE | NY | 13309 | 161159220 | 501(C)3 | $6,000 | SCHOOL'S OUT: A CREATIVE ME AND POTTERY |
| ECONOMIC DEVELOPMENT GROWTH ENTERPRISES CORPORATION | |||||||
| 153 BROOKS ROAD | ROME | NY | 13441 | 160874637 | 501(C)3 | $5,000 | FOR GENERAL SUPPORT AND SMALL BUSINESS EDGEUCATION SERIES |
| FAMILY NUTRITION CENTER(A DIVISION OF KIDS ONEIDA INC) | |||||||
| 310 MAIN STREET | UTICA | NY | 13502 | 161386755 | 501(C)3 | $6,000 | FOR GENERAL SUPPORT, PROGRAMMING, TO SUPPORT THE CHILDREN'S CHRISTMAS PARTYDONOR-ADVISED GRANT FOR GENERAL SUPPORT |
| HUMANE SOCIETY OF ROME | |||||||
| PO BOX 4572 | ROME | NY | 13442 | 160875792 | 501(C)3 | $20,000 | FOR GENERAL SUPPORTHIRING INTERN TO ARCHIVE AND PRESERVE DONATED MATERIALS |
| ELDERLIFE INC DBA PARKWAY SENIOR CENTER | |||||||
| 220 MEMORIAL PARKWWAY | UTICA | NY | 13501 | 161557404 | 501(C)3 | $20,000 | PURCHASE OF NEW FITNESS EQUIPMENT |
| FAXTON-ST LUKE'S HEALTHCARE FOUNDATION | |||||||
| PO BOX 479 | UTICA | NY | 13503 | 223078768 | 501(C)3 | $50,000 | FOR GENERAL SUPPORT |
| FAXTON-ST LUKE'S HEALTHCARE FOUNDATION | |||||||
| PO BOX 479 | UTICA | NY | 13503 | 223078768 | 501(C)3 | $51,000 | FOR THE CARE OF INDIGENT PATIENTS |
| FRACTURED ATLAS INC | |||||||
| 248 W 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | 113451703 | 501(C)3 | $5,000 | FOR STUDIO GRAND IN OAKLAND, CALIFORNIA |
| GOOD NEWS FOUNDATION OF CENTRAL NY INC | |||||||
| 10475 COSBY MANOR ROAD | UTICA | NY | 13502 | 161421215 | 501(C)3 | $1,501,000 | FOR GENERAL SUPPORT AND THE DANCE THE NIGHT AWAY EVENT |
| HAMILTON COLLEGE | |||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13352 | 150532200 | $12,500 | SUPPORT FOR VISTA WORKERS AND GENERAL SUPPORT | |
| HELPING ANIMALS LIVE ORGANIZATION | |||||||
| 72 NORTH ANN STREET | LITTLE FALLS | NY | 13365 | 481306560 | 501(C)3 | $7,094 | FOR REPAIRS AND PAYING OFF MORTGAGE |
| HERKIMER COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 100 RESERVOIR ROAD | HERKIMER | NY | 13350 | 166076227 | 501(C)3 | $16,500 | FOR SCHOLORSHIPS AND PROGRAM FUNDING OF NATURE TRAIL PROJECT |
| HERKIMER COUNTY HUMANE SOCIETY | |||||||
| PO BOX 73 | MOHAWK | NY | 13407 | 161145993 | 501(C)3 | $22,842 | FOR GENERAL SUPPORT AND EMERGENCY WATER REPAIR |
| HOPE CHAPEL AME ZION CHURCH | |||||||
| 749 SOUTH STREET | MOHAWK | NY | 13501 | $30,000 | AGENCY GRANT FOR STAIRWAY CHAIR LIFTS AND PARKING LOT PROJECTS | ||
| HOPE HOUSE | |||||||
| PO BOX 161 | UTICA | NY | 13503 | 223242715 | 501(C)3 | $7,380 | GANTS TO HELP WITH FOOD PURCHASES, OPERATIONAL EXPENSES, AND GENERAL SUPPORT |
| HOUSE OF THE GOOD SHEPHERD | |||||||
| 1550 CHAMPLIN AVE | UTICA | NY | 13502 | 150532199 | 501(C)3 | $5,600 | GRANTS FOR GENERAL SUPPORT AND THE PROMISE CAMPAIGN |
| JEWISH COMMUNITY FEDERATION OF MV | |||||||
| 2310 ONEIDA STREET | UTICA | NY | 13501 | 150533576 | 501(C)3 | $8,000 | FOR THE GENERAL FUND AND THE UNITED JEWISH APPEAL |
| KIDS ONEIDA | |||||||
| 1500 GENESEE STREET | UTICA | NY | 13502 | 161541078 | 501(C)3 | $5,820 | IN SUPPORT OF THE PHOTOVOICE PROGRAM |
| LITTLE FALLS HOSPITAL | |||||||
| 140 BURWELL STREET | LITTLE FALLS | NY | 13365 | 150533578 | 501(C)3 | $100,000 | CAPITAL PROJECT SUPPORT |
| MADISON SQUARE BOYS AND GIRLS CLUB INC | |||||||
| 317 MADISON AVE | NEW YORK | NY | 10017 | 135596792 | 501(C)3 | $15,000 | FOR GENERAL SUPPORT |
| MOHAWK VALLEY CHAPTER OF THE BARBERSHOP HARMONY SOCIETY | |||||||
| PO BOX 0445 | NEW HARTFORD | NY | 13413 | 390926339 | 501(C)3 | $5,000 | FOR RISER FUND RAISING EFFORTS |
| MOHAWK VALLEY COMMUNITY ACTION AGENCY INC | |||||||
| 9882 RIVER ROAD | UTICA | NY | 13502 | 160918009 | 501(C)3 | $44,163 | GRANT IN SUPPORT OF THE COMMUNITY RESOURCE SPECIALIST, THE GETTING AHEAD PROGRAM, YOUTH TO ATTEND SUMMER CAMP, AND GENERAL SUPPORT |
| MOHAWK VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 1101 SHERMAN AVE | UTICA | NY | 13501 | 166071031 | 501(C)3 | $19,000 | GRANT FOR THE HEALTH INFORMATION TECHNOLOGY PROGRAM COORDINATOR, NEW CAREER SCHOLORSHIP PROGRAM, SCHOLORSHIPS, AND GENERAL SUPPORT |
| MOHAWK VALLEY RESOURCE CENTER FOR REFUGEES | |||||||
| 309 GENESEE STREET | UTICA | NY | 13501 | 161158764 | 501(C)3 | $11,780 | FOR EMERGENCY NEEDS AND GENERAL SUPPORT |
| MULTI-CULTURAL ASSOCIATION OF MEDICAL INTERPRETERS OF CENTRAL NEW YORK | |||||||
| 287 GENESEE STREET | UTICA | NY | 13501 | 161560911 | 501(C)3 | $20,000 | CAPACITY BUILDING MINI-GRANT FOR STRATEGIC BUSINESS PLANS |
| MUNSON-WILLIAMS-PROCTOR ARTS INSTITUTE | |||||||
| 310 GENESEE STREET | UTICA | NY | 13502 | 150532214 | $29,300 | FOR GENERAL SUPPORT AND THE SHARED TRADITIONS PROGRAM | |
| NORTH UTICA SENIORS CITIZENS COMMUNITY CENTER | |||||||
| 50 RIVERSIDE DRIVE | UTICA | NY | 13502 | 161059103 | 501(C)3 | $34,959 | CREATION OF A HEALTH AND WELLNESS CENTER |
| NORTHERN ADIRONDACK PLANNED PARENTHOOD INC | |||||||
| 66 BRINKERHOFF STREET | PLATTSBURGH | NY | 12901 | $5,000 | DESIGNATED GRANT | ||
| NOTRE DAME JUNIOR-SENIOR HIGH SCHOOL | |||||||
| 2 NOTRE DAME LANE | UTICA | NY | 13502 | $10,000 | FOR 2012/2013 ACADEMIC YEAR TUITION ASSISTANCE TO SUPPORT THREE FAMILIES IN NEED | ||
| ON POINT FOR COLLEGE | |||||||
| 1654 WEST ONODAGA STREET | SYRACUSE | NY | 13204 | 161569356 | 501(C)3 | $25,700 | FOR GENERAL SUPPORT OF SCHOLORSHIPS FOR UTICA STUDENTS TO ATTEND COLLEGE |
| ONEIDA COUNTY HISTORICAL SOCIETY | |||||||
| 1608 GENESEE STREET | UTICA | NY | 13502 | 150564081 | 501(C)3 | $13,284 | IN SUPPORT OF THE 2013 TELETHON AND THE ANNUAL FUND DRIVE |
| OUR LADY OF THE HAMPTONS REGIONAL CATHOLIC CHURCH | |||||||
| 160 NORTH MAIN STREET | SOUTHHAMPTON | NY | 11968 | $5,000 | FOR GENERAL SUPPORT | ||
| PARKWAY SENIOR CENTER | |||||||
| 220 MEMORIAL PARKWAY | UTICA | NY | 13501 | 161557404 | 501(C)3 | $20,000 | TO HIRE A MARKETING/FUND DEVELOPMENT CONSULTANT |
| PLANNED PARENTHOOD-MOHAWK HUDSON INC | |||||||
| 1424 GENESEE STREET | UTICA | NY | 13502 | 146004167 | $6,300 | FOR GENERAL SUPPORT | |
| PRESBYTERIAN HOMES FOUNDATION | |||||||
| 5290 MIDDLE SETTLEMENT ROAD | NEW HARTFORD | NY | 13414 | 133348349 | 501(C)3 | $14,000 | CAPACITY BUILDING MINI-GRANT TO DEVELOP A LONG TERM PLAN |
| REMSEN PERFORMING AND VISUAL ARTS CENTER INC | |||||||
| PO BOX 9 | REMSEN | NY | 13438 | 900724319 | 501(C)3 | $5,000 | RENOVATIONS TO CREATE A HANDICAPPED ACCESSIBLE BATHROOM |
| RESOURCE CENTER FOR INDEPENDENT LIVING | |||||||
| PO BOX 210 | UTICA | NY | 13501 | 222518284 | 501(C)3 | $9,100 | DESIGNATED GRANT |
| ROME CITY SCHOOL DISTRICT | |||||||
| 409 BELL ROAD S | ROME | NY | 13440 | $8,750 | TO SUPPORT THE INTERACT CLUB, SCHOLORSHIPS & TACHER OF THE YEAR AWARD | ||
| ROOT FARM FOUNDATION | |||||||
| 6000 ROCK ROAD | VERONA | NY | 13478 | 161568243 | 501(C)3 | $20,500 | IN SUPPORT OF SPRING PROGRAMMING AND GENERAL SUPPORT |
| ROWAN UNIVERSITY | |||||||
| 201 MULLICA HILL ROAD | GLASSBORO | NJ | 08028 | $5,000 | SCHOLORSHIP AWARD | ||
| SHERILL KENWOOD FREE LIBRARY | |||||||
| 543 SHERRILL ROAD | SHERILL | NY | 13461 | 166184347 | $10,508 | UPGRADES TO THE LIBRARY'S SECURITY AND SAFETY INFRASTRUCTURE | |
| SPRING FARM CARES | |||||||
| 3364 ROUTE 12 | CLINTON | NY | 13323 | 161388835 | $20,230 | IN SUPPORT OF THE RUN/WALK FOR THE ANIMALS AND GENERAL SUPPORT | |
| ST ELIZABETH MEDICAL CENTER FOUNDATION | |||||||
| 2209 GENESEE STREET | UTICA | NY | 13501 | 501(C)3 | $68,430 | FOR GENERAL SUPPORT OF THE EMERGENCY ROOM AND RENOVATIONS AT TOWN OF WEBB HEALTH CLINIC | |
| STEVENS SWAN HUMANE SOCIETY | |||||||
| 5664 HORATIO STREET | UTICA | NY | 13502 | 150551485 | $23,430 | IN SUPPORT OF THE 2013 ANNUAL TELETHON FUNDRAISER AND GENERAL SUPPORT | |
| THE SUDDES GROUP | |||||||
| 6665 EAGLE CREEK LANE | OSTRANDER | OH | 43061 | $5,000 | FOR A NON-PROFIT TRAINING | ||
| THE WOMAN'S FUND INC | |||||||
| 2 WILLIAMS STREET | CLINTON | NY | 13323 | 204296797 | 501(C)3 | $10,500 | FOR GENERAL SUPPORT OF THE ENDOWMENT FUND |
| THEA BOWMAN HOUSE INC | |||||||
| 731 LAFAYETTE STREET | UTICA | NY | 13502 | 161488620 | 501(C)3 | $10,910 | TO PURCHASE TAP SHOES FOR PARTICIPATING YOUTH, TO UPDATE THE LEARNING CENTER, & GENERAL SUPPORT |
| TOWN OF INLET | |||||||
| PO BOX 179 | INLET | NY | 13360 | $7,000 | TO PURCHASE A MAP INCLUDING HIKING TRAILS AND PUT UP SIGNAGE | ||
| TUG HILL TOMMOROW INC | |||||||
| PO BOX 6063 | WATERTOWN | NY | 13601 | 223115498 | $12,000 | FOR GENERAL SUPPORT | |
| UNITED WAY OF THE VALLEY & GREATER UTICA AREA | |||||||
| 201 LAFAYETTE STREET SUITE 201 | UTICA | NY | 13502 | 150532074 | $88,280 | FOR GENERAL SUPPORT, THE LITERACY COALITION & FLOOD DISASTER RELIEF, BRIDGE FUNDING. | |
| UNITY HALL FOUNDATION | |||||||
| PO BOX 393 | BARNEVELD | NY | 13304 | $7,500 | AUDIO VISUAL UPGRADE | ||
| UNIVERSITY OF ROCHESTER | |||||||
| PO BOX 270261 | ROCHESTER | NY | 14627 | $5,000 | FOR SCHOLORSHIP AWARD | ||
| UTICA COLLEGE | |||||||
| 1600 BURRSTONE ROAD | UTICA | NY | 13502 | 161476258 | $105,725 | IN SUPPORT OF YOUNG SCHOLORS STRATEGIC PLANNING AND CONSULTING, SCHOLORSHIPS, & GENERAL SUPPORT | |
| UTICA MUNICIPAL HOUSING AUTHORITY | |||||||
| 509 SECOND STREET | UTICA | NY | 13501 | $21,863 | PUBLIC HOUSING AMERICORPS PROJECT | ||
| UTICA PUBLIC LIBRARY | |||||||
| 303 GENESEE STREET | UTICA | NY | 13501 | 150618132 | $24,567 | FOR MICROFICHE READER, SUMMER READING PROGRAM, PROFESSIONAL DEVELOPMENT TRAINING, & GENERAL SUPPORT | |
| VALLEY HEALTH SERVICES | |||||||
| 690 WEST GERMAN STREET | HERKIMER | NY | 13350 | 222511614 | $100,000 | SUPPORTIVE HOUSING SERVICES | |
| VIEW | |||||||
| 3273 STATE RT 28 | OLD FORGE | NY | 13420 | 161001728 | $11,397 | FOR GENERAL SUPPORT | |
| VILLAGE OF HERKIMER | |||||||
| 120 GREEN ST | HERKIMER | NY | 13350 | 156001318 | $5,000 | EXPENSES FOR HERKIMER COMMUNITY MUSEUM | |
| VILLAGE OF MOHAWK | |||||||
| 28 COLUMBIA STREET | MOHAWK | NY | 13407 | $8,030 | BUILDING A GAZEBO AND DECK AT THE NEW CEMETARY | ||
| WANDERERS REST HUMANE ASSOCIATION | |||||||
| 7138 SUTHERLAND DSRIVE | CANASTOTA | NY | 13032 | 161191312 | $10,000 | FOR GENERAL SUPPORT | |
| WATERVILLE HISTORICAL SOCIETY INC | |||||||
| 220 EAST MAIN STREET | WATERVILLE | NY | 13480 | 237156982 | $6,797 | RENOVATIONS TO MAKE THE BUILDING HANIDCAPPED ACCESSIBLE | |
| WOMAN'S EMPLOYMENT AND RESOURCE CENTER | |||||||
| PO BOX 8097 1411 GENESEE ST | UTICA | NY | 13505 | 161577318 | $9,768 | FOR NEW DIRECTIONS (WORKFORCE TRAINING) IN RURAL AREAS | |
| UTICA DOLLARS FOR SCHOLARS | |||||||
| NOT KNOWN | UTICA | NY | 13501 | $13,764 | SCHOLARSHIP AWARDS | ||
| WORKFORCE INVESTMENT BOARD | |||||||
| 209 ELIZABETH STREET | UTICA | NY | 13501 | 161140488 | $10,000 | IN SUPPORT OF A SEMI HIGH TECH U TWO-DAY TEACHER TRAINING SUMMER PROGRAM FOR UP TO 60 TEACHERS | |
| YMCA OF THE GREATER TRI-VALLEY | |||||||
| 301 WEST BLOOMFIELD STREET | ROME | NY | 13440 | 237045379 | $90,500 | CAPITAL CAMPAIGN FOR ROME FACILITY | |
| YOUTH EMPOWERMENT PROJECT INC | |||||||
| 404-408 COURT STREET | UTICA | NY | 13501 | 320040736 | $5,830 | CAPACITY BUILDING MINI-GRANT FOR AN ORGANIZATIONAL ASSESSMENT | |
| YWCA OF THE MOHAWK VALLEY | |||||||
| 1000 CORNELIA STREET | UTICA | NY | 13502 | 150532279 | $12,800 | CAPACITY BUILDING MINI-GRANT, FOR NEW HORIZONS, & FOR GENERAL SUPPORT | |
| CHARLES T SITRIN HEALTH CARE CENTER INC | |||||||
| 2050 TILDEN AVE | NEW HARTFORD | NY | 13413 | 223100745 | 501(C)3 | $5,560 | FOR ADAPTIVE PROGRAMS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | $134,861 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $34,651 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,792 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $178,304 | 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 | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $540,277 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $794,330 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 (5 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 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 R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION GIFT HOLDING LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1222 STATE STREET | AddressLine1 |
| City | UTICA | City |
| State | NY | State |
| ZIP Code | 13502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOLDING OF GIFTED REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Total Income | $794,330 | TotalIncomeAmt |
| 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 | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION HOLDING CORPORATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1222 STATE STREET | AddressLine1 |
| City | UTICA | City |
| State | NY | State |
| ZIP Code | 13502 | ZIPCode |
| 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 | 0 | 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 |
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