COMMUNITY FOUNDATION OF GREATER ROCHESTER: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF GREATER ROCHESTER (EIN 38-2476777)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201302269349302460
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T13:46:08-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 691 N SQUIRREL RD STE 280 | AddressLine1 |
| City | AUBURN HILLS | City |
| State | MI | State |
| ZIP Code | 48326 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382476777 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF GREATER | BusinessNameLine1 |
| Business Name Line2 | ROCHESTER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 2486082804 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 WEST UNIVERSITY DRIVE | AddressLine1 |
| City | ROCHESTER | City |
| State | MI | State |
| ZIP Code | 48308 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PEGGY HAMILTON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2486082804 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHERINE E MORRIS | Name |
| Phone | 2483406050 | Phone |
| Date Prepared | 2013-08-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PEGGY HAMILTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 WEST UNIVERSITY DRIVE | AddressLine1 |
| City | ROCHESTER | City |
| State | MI | State |
| ZIP Code | 48308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3815657 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CFOUND.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | ADMINISTRATE FUNDS FOR CHARITABLE PURPOSES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 67 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 709253 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1088328 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 180441 | InvestmentIncomePriorYear |
| Investment Income Current Year | 345797 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 889694 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1434125 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 318793 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 235010 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 81676 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 97362 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 37380 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 382530 | OtherExpensePriorYear |
| Other Expenses Current Year | 559645 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 782999 | TotalExpensesPriorYear |
| Total Expenses Current Year | 892017 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 106695 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 542108 | RevenuesLessExpensesCY |
| Total Assets BOY | 6579879 | TotalAssetsBOY |
| Total Assets EOY | 7257570 | TotalAssetsEOY |
| Total Liabilities BOY | 58592 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 57356 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6521287 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7200214 | NetAssetsOrFundBalancesEOY |
| Mission Description | ADMINISTRATE FUNDS FOR CHARITABLE PURPOSES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 779889 | Expense |
| Grants | 235010 | Grants |
| Description | VARIOUS GRANTS AS SEPARATELY DETAILED | Description |
| Total Program Service Expense | 779889 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PEGGY HAMILTON | NamePerson |
| Telephone Number | 2486082804 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 WEST UNIVERSITY DRIVE | AddressLine1 |
| City | ROCHESTER | City |
| State | MI | State |
| ZIP Code | 48308 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MARK AIELLO | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KEN BILODEAU | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| PATRICIA BOTKIN | ||||||
| SECRETARY | 4.00 | X | 0 | 0 | 0 | |
| JULIE A BYRD MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DAVE DE STEIGER | ||||||
| PAST CHAIR | 4.00 | X | 0 | 0 | 0 | |
| JACK DIFRANCO | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MICHAEL GLASS DDS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| SHIRLEY GOFRANK | ||||||
| CHAIRMAN | 4.00 | X | 0 | 0 | 0 | |
| ED GOLICK | ||||||
| TREASURER | 4.00 | X | 0 | 0 | 0 | |
| ROBERT JUSTIN | ||||||
| VP OF DEVELO | 4.00 | X | 0 | 0 | 0 | |
| SAL LAMENDOLA | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| TOM MINES | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOHN SCHULTZ | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| BETH TALBERT | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DAVID BRAY | ||||||
| VP OF INVEST | 4.00 | X | 0 | 0 | 0 | |
| PEGGY HAMILTON | ||||||
| EXECUTIVE DI | 40.00 | 64503 | 0 | 3000 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 64503 | TotalReportableCompFromOrg |
| Total Other Compensation | 3000 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 1088328 | AllOtherContributions |
| Total Contributions | 1088328 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108358 | TotalRevenueColumn |
| Exclusion | $108,358 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2618971 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2381532 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 237439 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 237439 | TotalRevenueColumn |
| Exclusion | $237,439 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1434125 | TotalRevenueColumn |
| Exclusion | $345,797 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137865 | Total |
| Program Services | 137865 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97145 | Total |
| Program Services | 97145 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67503 | Total |
| Program Services | 16876 | ProgramServices |
| Management And General | 33751 | ManagementAndGeneral |
| Fundraising | 16876 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20803 | Total |
| Program Services | 5201 | ProgramServices |
| Management And General | 10401 | ManagementAndGeneral |
| Fundraising | 5201 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2400 | Total |
| Program Services | 600 | ProgramServices |
| Management And General | 1200 | ManagementAndGeneral |
| Fundraising | 600 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6656 | Total |
| Program Services | 1664 | ProgramServices |
| Management And General | 3328 | ManagementAndGeneral |
| Fundraising | 1664 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9150 | Total |
| Program Services | 2288 | ProgramServices |
| Management And General | 4574 | ManagementAndGeneral |
| Fundraising | 2288 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29308 | Total |
| Program Services | 29308 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17205 | Total |
| Program Services | 4302 | ProgramServices |
| Management And General | 8601 | ManagementAndGeneral |
| Fundraising | 4302 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6139 | Total |
| Program Services | 1535 | ProgramServices |
| Management And General | 3069 | ManagementAndGeneral |
| Fundraising | 1535 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296 | Total |
| Program Services | 74 | ProgramServices |
| Management And General | 148 | ManagementAndGeneral |
| Fundraising | 74 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2268 | Total |
| Program Services | 567 | ProgramServices |
| Management And General | 1134 | ManagementAndGeneral |
| Fundraising | 567 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROJECT EXPENSE | 478191 | 478191 | ||
| DEVELOPMENT | 11131 | 2783 | 5565 | 2783 |
| MISCELLANEOUS | 2922 | 731 | 1460 | 731 |
| DUES & SUBSCRIPTIONS | 2510 | 628 | 1254 | 628 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525 | Total |
| Program Services | 131 | ProgramServices |
| Management And General | 263 | ManagementAndGeneral |
| Fundraising | 131 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 892017 | Total |
| Program Services | 779889 | ProgramServices |
| Management And General | 74748 | ManagementAndGeneral |
| Fundraising | 37380 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1791570 | BOY |
| EOY | 1943308 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 150000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4264 | BOY |
| EOY | 4587 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4723345 | BOY |
| EOY | 5080509 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60700 | BOY |
| EOY | 79166 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6579879 | BOY |
| EOY | 7257570 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58592 | BOY |
| EOY | 57356 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58592 | BOY |
| EOY | 57356 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6521287 | BOY |
| EOY | 7200214 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6521287 | BOY |
| EOY | 7200214 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6579879 | BOY |
| EOY | 7257570 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 542108 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 136819 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 632821 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 785491 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 595719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 709253 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1088328 | CurrentTaxYear |
| Total | 3811612 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 632821 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 785491 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 595719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 709253 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1088328 | CurrentTaxYear |
| Total | 3811612 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 495624 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3315988 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 165188 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 97311 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 123218 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 153189 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108358 | CurrentTaxYear |
| Total | 647264 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4458876 | TotalSupport |
| Public Support Pertcentage170 | 0.74370 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78900 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 22 | NumberDAFsHeld |
| Donor Advised Contributions | 66304 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 197333 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 3294596 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6521287 | BeginningOfYearBalance |
| Contributions | 1094578 | Contributions |
| Investment Earnings Or Losses | 482616 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 235010 | GrantsOrScholarships |
| Other Expenditures | 495749 | OtherExpenditures |
| Administrative Expenses | 167508 | AdministrativeExpenses |
| End Of Year Balance | 7200214 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6660985 | BeginningOfYearBalance |
| Contributions | 711546 | Contributions |
| Investment Earnings Or Losses | -49597 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 318793 | GrantsOrScholarships |
| Other Expenditures | 365240 | OtherExpenditures |
| Administrative Expenses | 117614 | AdministrativeExpenses |
| End Of Year Balance | 6521287 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6291295 | BeginningOfYearBalance |
| Contributions | 609509 | Contributions |
| Investment Earnings Or Losses | 515633 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 383476 | GrantsOrScholarships |
| Other Expenditures | 252890 | OtherExpenditures |
| Administrative Expenses | 119086 | AdministrativeExpenses |
| End Of Year Balance | 6660985 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5380964 | BeginningOfYearBalance |
| Contributions | 833541 | Contributions |
| Investment Earnings Or Losses | 843088 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 346548 | GrantsOrScholarships |
| Other Expenditures | 261806 | OtherExpenditures |
| Administrative Expenses | 157944 | AdministrativeExpenses |
| End Of Year Balance | 6291295 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7658847 | BeginningOfYearBalance |
| Contributions | 632821 | Contributions |
| Investment Earnings Or Losses | -2092046 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 619167 | GrantsOrScholarships |
| Other Expenditures | 67824 | OtherExpenditures |
| Administrative Expenses | 131667 | AdministrativeExpenses |
| End Of Year Balance | 5380964 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Tot Revenue Etc Audited Fincl Stmt | 1595194 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 136819 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 18000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 6250 | OtherRevenues |
| Revenue Not Rptd F990 | 161069 | RevenueNotRptdF990 |
| Revenue Subtotal | 1434125 | RevenueSubtotal |
| Total Revenue Per Form990 | 1434125 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 916267 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 18000 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 6250 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 24250 | ExpensesNotRptdF990 |
| Expenses Subtotal | 892017 | ExpensesSubtotal |
| Total Expenses Per Form990 | 892017 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 2D | INTERFUND CONTRIBUTIONS 6,250 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | INTERFUND GRANTS 6,250 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| WINNING FUTURES | |||||||
| 27500 COSGROVE | WARREN | MI | 48092 | 202263860 | 3 | 65000 | GENERAL PROGRAMMING |
| GRACE CENTERS OF HOPE | |||||||
| 35 E HURON ST | PONTIAC | MI | 48342 | 386094602 | 3 | 10000 | GENERAL PROGRAMMING |
| THE BOYS AND GIRLS CLUB OF TROY | |||||||
| 3670 JOHN R RD | TROY | MI | 48083 | 237390931 | 3 | 13500 | GENERAL PROGRAMMING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (23 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| AAUW SCHOLARSHIPS | 4 | 3200 |
| BRAD GLASS MEMORIAL | 1 | 1000 |
| CASEY COLLINS MEMORIAL | 1 | 500 |
| CIPA FAMILY FOUNDATION SC | 9 | 18000 |
| CLANCY MEMORIAL | 1 | 1000 |
| CLINTON & KENDRA SHULTZ M | 3 | 3000 |
| CUPP FAMILY & FRIENDS SCH | 11 | 20945 |
| DALE LAWSON MEMORIAL SCHO | 1 | 500 |
| DAUGHTERS OF AMERICAN REV | 1 | 1000 |
| ERIC SHOOK MEMORIAL | 1 | 1000 |
| JAMES JOSEPH MEMORIAL JAZ | 1 | 500 |
| MARY ANN REIDINGER SCHOLA | 16 | 13500 |
| MEN'S BREAKFAST EVENT | 1 | 1000 |
| RAY LAWSON SCHOLARSHIP | 1 | 1000 |
| REID FAMILY/FLEXIBLE PROD | 5 | 12500 |
| ROCHELLE COLE MEMORIAL SC | 1 | 500 |
| ROCHESTER JUNIOR WOMAN'S | 2 | 1000 |
| ROCHESTER KIWANIS CLUB | 4 | 4000 |
| ROCHESTER LIONS CLUB | 1 | 1000 |
| WILLAMENA RIBBINK MEMORIA | 1 | 1000 |
| WOMEN'S FARM & GARDEN SCH | 4 | 7000 |
| WOMEN'S FUND SCHOLARSHIP | 4 | 3500 |
| WILLIAM VALLOW SCHOLARSHI | 1 | 500 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | SCHEDULE I, PAGE 1, PART I, LINE 2 | THE ORGANIZATION REQUIRES A PROGRESS REPORT FROM THE DONEE UPON EITHER COMPLETION OF THE GRANT OR ON AN ANNUAL BASIS. |
| ADDITIONAL INFORMATION | SCHEDULE I, PAGE 4, PART IV | SCHOLARSHIPS ARE GIVEN THROUGH A COMPETITIVE GRANT PROCESS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ADDITIONAL INFORMATION | FORM 990 | ALL LINES LEFT BLANK ARE NOT APPLICABLE TO THE ORGANIZATION. |
| ADDITIONAL INFORMATION | FORM 990, PART VI | LINE 1A - VOTING RIGHTS OF THE GOVERNING BODY THE COMMUNITY FOUNDATION OF GREATER ROCHESTER HAS TWO LEVELS OF VOLUNTEER SERVICE: 1) BOARD OF TRUSTEES - THIS IS THE GOVERNING BODY OF THE FOUNDATION WITH ALL LEGAL POWERS AND RESPONSIBILITIES. 2) MEMBERSHIP - THIS IS THE "ENTRY LEVEL" OF VOLUNTEER SERVICE. MEMBERS DO NOT HAVE LEGAL POWERS AND RESPONSIBILITIES. BOTH THE BOARD OF TRUSTEES AND THE MEMBERSHIP SERVE WITHOUT COMPENSATION. |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | MEMBERS ARE ELECTED TO SERVE WITHOUT COMPENSATION FOR A THREE YEAR TERM. THE "MEMBERSHIP" WHICH IS COMPOSED OF UP TO 30 COMMUNITY LEADERS IS THE "ENTRY LEVEL" OF VOLUNTEER SERVICE FOR THE COMMUNITY FOUNDATION. MEMBERS DO NOT HAVE LEGAL POWERS AND RESPONSIBILITIES. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | THE 15 BOARD OF TRUSTEE MEMBERS ARE ELECTED TO 3-YEAR TERMS. THE BOARD OF TRUSTEES IS THE GOVERNING BODY OF THE FOUNDATION WITH ALL LEGAL POWERS AND RESPONSIBILITIES. BOARD MEMBERS SERVE WITHOUT COMPENSATION. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM IS ELECTRONICALLY DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO FILING AND REVIEWED AT THE NEXT REGULARLY SCHEDULED BOARD MEETING WITH THE GOVERNING BODY. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | ALL MEMBERS OF THE BOARD OF TRUSTEES ANNUALLY REVIEW A CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AS PART OF THE ANNUAL FOUNDATION AUDIT. DEVIATIONS ARE REVIEWED BY THE BOARD OF TRUSTEES. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION IS REVIEWED BY COMMITTEE MEMBERS |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE UPON REQUEST |
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