2024-10-22T13:33:38-05:00 2023-12-31 132550103 D'ARCANGELO & CO LLP 120 LOMOND COURT UTICA NY 135025950 990 2023-01-01 156016932 THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC COMM 3157358212 2608 GENESEE STREET UTICA NY 13502 ALICIA DICKS PRESIDENT & CEO 3157358212 2024-10-17 1 0 NICOLE E CHUBBUCK CPA P01827874 3157355216 2024-10-17 2023 2024-10-15 13:58:12Z ALICIA DICKS 2608 GENESEE ST UTICA NY 13502 21225006 0 X FOUNDATIONHOC.ORG X 1952 NY TO IMPROVE THE LIVES OF THE RESIDENTS OF HERKIMER AND ONEIDA COUNTIES. 16 16 20 0 0 0 9930789 14126771 72406 87685 4039465 7009784 0 0 14042660 21224240 11088216 9700270 0 0 1818233 2193166 0 0 402378 2575136 2715365 15481585 14608801 -1438925 6615439 176629799 201478972 15919262 16870588 160710537 184608384 X WORKING TOWARD ITS VISION OF A VIBRANT REGION WITH OPPORTUNITY FOR ALL, THE COMMUNITY FOUNDATION SUPPORTS AND LEADS TRANSFORMATIONAL INITIATIVES AND PROJECTS THAT BUILD, SUSTAIN AND ENHANCE COMMUNITY VIBRANCY; STEWARDS COMMUNITY RESOURCES TO ENSURE GREATER CAPACITY FOR FUTURE NEEDS; AND RESPONDS TO RISING COMMUNITY NEEDS IN COLLABORATION WITH APPROPRIATE PARTNERS. 0 0 11094139 9700270 7097469 THE COMMUNITY FOUNDATION IS A COMMUNITY-BASED, SOCIAL IMPACT INVESTOR THAT USES ITS FINANCIAL, INTELLECTUAL AND CONVENING CAPITAL TO IMPROVE QUALITY OF LIFE IN HERKIMER AND ONEIDA COUNTIES. IN 2023, THE COMMUNITY FOUNDATION AWARDED MORE THAN 1,881 GRANTS AND SCHOLARSHIPS TO ELIGIBLE NONPROFITS PRIMARILY IN HERKIMER AND ONEIDA COUNTIES. RESPONSIVE GRANTS FOCUS ON NEEDS RELATED TO THE COMMUNITY FOUNDATION'S CORE INVESTMENT AREAS - ECONOMIC DEVELOPMENT, EDUCATION, HEALTH AND ARTS/CULTURE - AND HELP NONPROFITS BETTER SERVE THEIR CONSITUENTS. 11094139 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 16 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X X ERIKA EASTMAN 3157358212 2608 GENESEE ST UTICA NY 13502 ROBERT BOJANEK TRUSTEE 1.00 X 0 0 0 ROANN DESTITO TRUSTEE 1.00 X 0 0 0 SHYQUAL LEWIS TRUSTEE 1.00 X 0 0 0 JAMES ENGLER TRUSTEE 1.00 X 0 0 0 MICHAEL HAYDUK TRUSTEE 1.00 X 0 0 0 KIRK HINMAN TRUSTEE 1.00 X 0 0 0 HARRISON HUMMEL TRUSTEE 2.00 X 0 0 0 KAY KLO FORMER TRUSTEE 1.00 X 0 0 0 CATHLEEN MCCOLGIN FORMER TRUSTEE 1.00 X 0 0 0 GREGORY MCLEAN TRUSTEE 2.00 X 0 0 0 KAY PARKER FORMER TRUSTEE 1.00 X 0 0 0 RANDALL VANWAGONER FORMER TRUSTEE 1.00 X 0 0 0 MARK WARFEL TRUSTEE 1.00 X 0 0 0 BRADLEY WATERS TRUSTEE 1.00 X 0 0 0 KATHRYN ZONGRONE SECRETARY 3.00 X X 0 0 0 JAWWAAD RASHEED IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 REV JOSEPH SALERNO CHAIR 3.00 X X 0 0 0 TIMOTHY DALY TREASURER 3.00 X X 0 0 0 CHERYL MINOR CHAIR-ELECT 3.00 X X 0 0 0 DAVID MANZELMANN TRUSTEE 2.00 X 0 0 0 ALICIA DICKS PRESIDENT/CHIEF EXECUTIVE OFFICER 36.00 X 252745 0 40725 ERIKA EASTMAN CHIEF FINANCIAL OFFICER 36.00 X 156663 0 33745 JOHN HUSNAY DIRECTOR OF BUSINESS OPERA 36.00 X 102593 0 27979 JOHN SWANN FORMER EXECUTIVE VICE PRESIDENT 36.00 X 127065 0 7279 NICHOLAS GRIMMER DIRECTOR OF GIVING STRATEG 36.00 X 126675 0 8867 JACQUELINE KLOTZBACH DIRECTOR OF SYSTEMS AND STRATEGY 36.00 X 107344 0 15544 OLIVIA PAUL DIRECTOR OF COMMUNITY ENGAGEMENT 36.00 X 109571 0 7680 982656 0 141819 7 0 1 0 0 14126771 1005568 14126771 AGENCY FUNDS ADMIN FEE 900099 87685 87685 87685 3793939 3793939 3216611 0 766 3216611 -766 3215845 3215845 21224240 7097469 0 0 9386041 9386041 314229 314229 483877 97823 288231 97823 1352753 294503 861588 196662 76203 11288 59530 5385 144693 23724 107734 13235 135640 22313 98542 14785 43453 10089 29011 4353 22005 3620 15987 2398 1191948 1191948 39597 3246 34200 2151 93319 30706 54444 8169 44146 7262 32072 4812 143773 23650 104451 15672 107143 17626 77839 11678 36178 14316 13201 8661 25101 8988 12917 3196 45957 45957 26564 4370 19299 2895 PROGRAM INITIATIVES 800480 800480 DEVELOPMENT & EVENTS 73302 11924 52665 8713 MEMBERSHIPS & PUBLICATI 12022 1956 8640 1426 MISCELLANEOUS 10377 5985 4028 364 14608801 11094139 3112284 402378 3456140 9985880 500000 0 449211 293932 167571 155279 156696687 176703166 9204156 7808333 6605245 6826314 176629799 201478972 196964 192812 5646182 5375825 984828 825818 9091288 10476133 15919262 16870588 X 30743379 34974884 129967158 149633500 160710537 184608384 176629799 201478972 6615439 17282408 0 X 0 1 X 1 0 X 19241495 8834987 15408082 9803800 13824957 67113321 19241495 8834987 15408082 9803800 13824957 67113321 20810398 46302923 3089172 2693529 3794722 3900419 3793939 17271781 84385102 0.54870 0.49730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 143 2884036 3920237 57361624 1 1 74345557 2241789 8906644 2358175 891129 82244686 51568311 3752816 -10735599 -30649678 2405 887244 74345557 42270236 5220000 3985439 -537977 2646 442695 51568311 39547863 849336 2817464 582721 282 361424 42270236 35058848 505198 4830562 16471 490014 340260 39547863 0.65700 0.34300 0 0 449211 293932 155279 155279 AGENCY LIABILITES 9005233 CHARITABLE GIFT ANNUITIES 1047382 CHARITABLE REMAINDER UNITRUST 389910 COMPENSATED ABSENCES 33608 10476133 1 4 ELEMENTS STUDIO 1607 GENESEE ST UTICA NY 13501 834550059 501(C)3 41947 0 GENERAL SUPPORT PROGRAM SUPPORT 4PETSAKE FOOD PANTRY 100 E MAIN ST PO BOX 216 MOHAWK NY 134071157 462126711 501(C)3 32452 0 GENERAL SUPPORT 50 FORWARD MOHAWK VALLEY 220 MEMORIAL PKWY UTICA NY 135014831 161557404 501(C)3 272216 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS ABRAHAM HOUSE 1203 KEMBLE ST UTICA NY 135014401 161551609 501(C)3 11591 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT ADIRONDACK CENTER FOR WRITING INC PO BOX 956 SARANAC LAKE NY 129830956 010562418 501(C)3 27800 0 PROGRAM SUPPORT ADIRONDACK EXPERIENCE 9097 STATE RTE 30 PO BOX 99 BLUE MOUNTAIN LAKE NY 128127734 135635801 501(C)3 10000 0 GENERAL SUPPORT PROGRAM SUPPORT ADIRONDACK FOOTHILLS TRAILS ALLIANCE PO BOX 244 OLD FORGE NY 13420 842624947 501(C)3 7500 0 PROGRAM SUPPORT AHA UTICA FOUR GATEWAY CENTER 444 LIBERTY AVE STE 1300 PITTSBURGH PA 152221223 135613797 501(C)3 50000 0 PROGRAM SUPPORT ALBANY CAN CODE INC 75 TROY RD EAST GREENBUSH NY 12061 812893882 501(C)3 22887 0 GENERAL SUPPORT ALBANY LAW SCHOOL 80 NEW SCOTLAND AVE ALBANY NY 122083494 141338309 501(C)3 10000 0 GENERAL SUPPORT ALL SAINTS IN THE MOUNTAINS EPISCOPAL CHURCH PO BOX 2733 CRESTED BUTTE CO 81224 841147193 501(C)3 10000 0 GENERAL SUPPORT ANITA'S STEVENS SWAN HUMANE SOCIETY 5664 HORATIO ST UTICA NY 13502 150551485 501(C)3 356881 0 GENERAL SUPPORT PROGRAM SUPPORT CAPACITY BUILDING, TECHNICAL ASSISTANCE CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS ARC HERKIMER 350 S WASHINGTON ST PO BOX 271 HERKIMER NY 133502426 160973231 501(C)3 155948 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT ARTSPACE PROJECTS INC 250 THIRD AVE N STE 400 MINNEAPOLIS MN 554012863 411350071 501(C)3 125000 0 CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS BOSNIAN AMERICAN COMMUNITY ASSOCIATION 1511 ROBERTA LN UTICA NY 13501 871648703 501(C)3 10703 0 GENERAL SUPPORT PROGRAM SUPPORT BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 024673858 042103545 501(C)3 83508 0 PROGRAM SUPPORT BOY SCOUTS OF AMERICA LEATHERSTOCKING COUNCIL 1401 GENESEE STREET UTICA NY 13501 542071388 501(C)3 31878 0 GENERAL SUPPORT PROGRAM SUPPORT BPS FOUNDATION 1120 NORTH TOWN CENTER DR STE 160 LAS VEGAS NV 89144 882260784 501(C)3 25000 0 INDIVIDUAL DEVELOPMENT BROADWAY THEATRE LEAGUE OF UTICA INC 258 GENESEE ST UTICA NY 135024636 161015478 501(C)3 11245 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT BROTHERTOWN SCHOLARSHIP FUND INC PO BOX 454 WATERVILLE NY 134800454 161307331 501(C)3 6600 0 GENERAL SUPPORT INDIVIDUAL DEVELOPMENT CATHOLIC CHARITIES OF HERKIMER COUNTY 61 WEST ST ILION NY 13357 161189791 501(C)3 6882 0 GENERAL SUPPORT PROGRAM SUPPORT CATHOLIC CHARITIES OF ONONDAGA COUNTY 1654 W ONONDAGA ST SYRACUSE NY 13204 150532085 501(C)3 175000 0 CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS CENTER FOR FAMILY LIFE AND RECOVERY INC 502 COURT ST STE 401 UTICA NY 135024233 274295905 501(C)3 443686 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS CHARLES T SITRIN HEALTH CARE CENTER INC 2050 TILDEN AVE NEW HARTFORD NY 13413 223100745 501(C)3 39266 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT CLINTON ABC PROGRAM INC PO BOX 139 CLINTON NY 13323 237296710 501(C)3 7643 0 GENERAL SUPPORT CLINTON CENTRAL SCHOOL DISTRICT FOUNDATION PO BOX 215 CLINTON NY 133230215 161413396 501(C)3 13046 0 PROGRAM SUPPORT INDIVIDUAL DEVELOPMENT COLLIER COMMUNITY FOUNDATION 1110 PINE RIDGE RD STE 200 NAPLES FL 34108 592396243 501(C)3 25000 0 GENERAL SUPPORT COMMUNITY FOUNDATION OF OTSEGO COUNTY INC PO BOX 55 SPRINGFIELD CENTER NY 134680055 842243769 501(C)3 372502 0 GENERAL SUPPORT COMMUNITY TRANSPORTATION SERVICES PO BOX 995 OLD FORGE NY 134200995 161320715 501(C)3 16602 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT COMMUNITY WELLNESS PARTNERS 110 UTICA RD CLINTON NY 133231548 161536239 501(C)3 8609 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS COMPASSION COALITION 509 LAFAYETTE ST FRANKFORT NY 134404745 161579336 501(C)3 11496 0 GENERAL SUPPORT CORNELL COOPERATIVE EXTENSION - HERKIMER COUNTY 5657 STATE RTE 5 HERKIMER NY 133503516 166072881 501(C)3 8000 0 CAPACITY BUILDING, TECHNICAL ASSISTANCE CORNELL COOPERATIVE EXTENSION - ONEIDA COUNTY 121 2ND ST STE 3 ORISKANY NY 134243924 166072888 501(C)3 14300 0 PROGRAM SUPPORT LEADERSHIP, PROFESSIONAL DEVELOPMENT CPV RESCUE & SANCTUARY 86 MEADOW ST STE 2 CLINTON NY 13323 822868537 501(C)3 25320 0 GENERAL SUPPORT CRESTED BUTTE CENTER FOR THE ARTS PO BOX 1819 CRESTED BUTTE CO 81224 742451146 501(C)3 15000 0 GENERAL SUPPORT CRESTED BUTTE NORDIC COUNCIL PO BOX 1269 CRESTED BUTTE CO 81224 841066206 501(C)3 10000 0 GENERAL SUPPORT DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 037554400 020222111 501(C)3 15500 0 PROGRAM SUPPORT DOLGEVILLE FORWARD INC PO BOX 71 DOLGEVILLE NY 133290071 831680897 501(C)3 27816 0 GENERAL SUPPORT DOLGEVILLE UNITED METHODIST CHURCH 156 FOSTER RD DOLGEVILLE NY 133291205 271754285 501(C)3 5075 0 GENERAL SUPPORT EARTH UNIVERSITY FOUNDATION 151 ELLIS ST FLOOR1 STE 133 ATLANTA GA 30303 382920639 501(C)3 10000 0 GENERAL SUPPORT EMMANUEL EVANGELICAL LUTHERAN CHURCH 777 MOORING LINE DR NAPLES FL 34102 591377616 501(C)3 15000 0 PROGRAM SUPPORT EMPOWERED PATHWAYS INC 502 COURT ST STE 234 UTICA NY 135024233 161467547 501(C)3 13544 0 GENERAL SUPPORT FEED OUR VETERANS PO BOX 1 NEW YORK MILLS NY 13417 263108361 501(C)3 20968 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS FIXING TO HELP CNY SPAY NEUTER INCENTIVE PROGRAM PO BOX 194 MANLIUS NY 13104 833017840 501(C)3 105000 0 GENERAL SUPPORT PROGRAM SUPPORT FORESTPORT FIRE DEPARTMENT PO BOX 153 FORESTPORT NY 133380153 161117907 501(C)3 5865 0 CAPITAL, INFRASTRUCTURE - EQUIPMENT FRANKFORT FREE LIBRARY 123 S FRANKFORT ST FRANKFORT NY 133401248 150596999 501(C)3 8197 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT FRIENDS OF THE ARC FOUNDATION INC 245 GENESEE ST UTICA NY 135013401 161399590 501(C)3 5600 0 GENERAL SUPPORT PROGRAM SUPPORT FULTON CHAIN OF LAKES PERFORMING ARTS COUNCIL PO BOX 336 OLD FORGE NY 134200336 061543111 501(C)3 5100 0 GENERAL SUPPORT PROGRAM SUPPORT FUTURE FOUNDATION OF UTICA NEW YORK INC 717 LANSING ST UTICA NY 13501 883237554 501(C)3 10000 0 PROGRAM SUPPORT GLIMMERGLASS FESTIVAL PO BOX 191 COOPERSTOWN NY 13326 161053970 501(C)3 31100 0 GENERAL SUPPORT GREATER UTICA CHAMBER OF COMMERCE 520 SENECA ST STE 102 UTICA NY 135024349 150476330 501(C)3 43000 0 CAPACITY BUILDING, TECHNICAL ASSISTANCE HAWAII CATHOLIC COMMUNITY FOUNDATION OFFICE OF THE BISHO 1184 BISHOP ST HONOLULU HI 968132859 364641613 501(C)3 50000 0 PROGRAM SUPPORT HAWAII COMMUNITY FOUNDATION 827 FORT ST MALL HONOLULU HI 968132817 990261283 501(C)3 50000 0 GENERAL SUPPORT HELPING ANIMALS LIVE ORGANIZATION 615 ALBANY ST LITTLE FALLS NY 133651503 481306560 501(C)3 30716 0 GENERAL SUPPORT HERKIMER 9 FOUNDATION INC 420 E GERMAN ST STE 18 MOHAWK NY 13407 844267172 501(C)3 20000 0 GENERAL SUPPORT HERKIMER COUNTY HERKIMER COUNTY LEGISLATURE 109 MARY ST STE 1310 HERKIMER NY 13350 156000456 501(C)3 25619 0 LEADERSHIP, PROFESSIONAL DEVELOPMENT HERKIMER COUNTY HEALTHNET INC 320 N MAIN ST STE 3300 HERKIMER NY 133501993 161573995 501(C)3 17676 0 GENERAL SUPPORT LEADERSHIP, PROFESSIONAL DEVELOPMENT HERKIMER COUNTY HISTORICAL SOCIETY 400 N MAIN ST HERKIMER NY 133501955 161019882 501(C)3 20083 0 GENERAL SUPPORT PROGRAM SUPPORT HERKIMER COUNTY HUMANE SOCIETY PO BOX 73 MOHAWK NY 13407 161145993 501(C)3 71574 0 GENERAL SUPPORT PROGRAM SUPPORT OUTREACH HOME AIDE SERVICE OF THE CENTRAL ADIRONDACKS INC PO BOX 25 OLD FORGE NY 13420 222294058 501(C)3 6459 0 GENERAL SUPPORT PROGRAM SUPPORT HOPE CHAPEL ASSOCIATION 751 SOUTH ST UTICA NY 135013247 237029162 501(C)3 11446 0 GENERAL SUPPORT PROGRAM SUPPORT HOPE HOUSE PO BOX 161 UTICA NY 13503 223242715 501(C)3 12624 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS HOSPICE & PALLIATIVE CARE INC 4277 MIDDLE SETTLEMENT RD NEW HARTFORD NY 134135396 222238073 501(C)3 19735 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT HOUSE OF THE GOOD SHEPHERD 1550 CHAMPLIN AVE UTICA NY 135024894 150532199 501(C)3 61439 0 GENERAL SUPPORT PROGRAM SUPPORT CAPACITY BUILDING, TECHNICAL ASSISTANCE CAPITAL, INFRASTRUCTURE - EQUIPMENT HUMANE SOCIETY OF ROME INC 6247 LAMPHEAR RD PO BOX 4572 ROME NY 134407005 160875792 501(C)3 67258 0 GENERAL SUPPORT PROGRAM SUPPORT CAPACITY BUILDING, TECHNICAL ASSISTANCE ICAN 310 MAIN ST UTICA NY 135011236 161541078 501(C)3 344489 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS INLET AREA COMMUNITY TASK FORCE PO BOX 562 INLET NY 13360 871280275 501(C)3 5500 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS INLET VOLUNTEER EMERGENCY SERVICES INC 1 LIMEKILN LAKE RD PO BOX 300 INLET NY 133601405 161549797 501(C)3 33500 0 CAPITAL, INFRASTRUCTURE - EQUIPMENT INSTITUTE FOR DIVERSITY & INCLUSION IN EMERGENCY MANAGEMENT 9350 BAY PLAZA BLVD STE 126 TAMPA FL 33619 832976401 501(C)3 10000 0 PROGRAM SUPPORT JEWISH COMMUNITY FEDERATION OF THE MOHAWK VALLEY 2310 ONEIDA ST UTICA NY 13501 150533576 501(C)3 14217 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS JEZREEL INTERNATIONAL 10 INTERSTATE AVE ALBANY NY 12205 141790920 501(C)3 7500 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT JOHNSON PARK CENTER PO BOX 160 UTICA NY 135030160 161498400 501(C)3 165735 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS INDIVIDUAL DEVELOPMENT KELBERMAN INC 2513 SUNSET AVE UTICA NY 13502 550901293 501(C)3 21885 0 GENERAL SUPPORT PROGRAM SUPPORT KINDRED SPIRITS GREYHOUND ADOPTION 6685 RESERVOIR RD CLINTON NY 133234812 208300913 501(C)3 39991 0 GENERAL SUPPORT PROGRAM SUPPORT KOMMUNITY YOUTH AND ACTIVITY CENTER (KYAC) PO BOX 214 OLD FORGE NY 134200214 208210866 501(C)3 7500 0 GENERAL SUPPORT LEADERSHIP, PROFESSIONAL DEVELOPMENT KUYAHOORA VALLEY FOOD PANTRY INC PO BOX 447 NEWPORT NY 13416 832040108 501(C)3 5200 0 GENERAL SUPPORT PROGRAM SUPPORT LANDMARKS SOCIETY OF GREATER UTICA INC 1124 STATE ST UTICA NY 135024726 166180764 501(C)3 46101 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS LEADERSHIP INSTITUTE 1101 N HIGHLAND ST ARLINGTON VA 222012807 510235174 501(C)3 10100 0 GENERAL SUPPORT LEGAL AID SOCIETY OF MID-NEW YORK INC 120 BLEECKER ST UTICA NY 13501 150578598 501(C)3 15143 0 GENERAL SUPPORT LEWIS COUNTY HUMANE SOCIETY PO BOX 682 LOWVILLE NY 13367 161511904 501(C)3 11000 0 GENERAL SUPPORT PROGRAM SUPPORT LITTLE FALLS COMMUNITY OUTREACH 16 JACKSON ST PO BOX 819 LITTLE FALLS NY 133650819 161440983 501(C)3 7027 0 GENERAL SUPPORT LITTLE FALLS HOSPITAL 140 BURWELL ST LITTLE FALLS NY 133651794 150533578 501(C)3 14831 0 GENERAL SUPPORT LITTLE FALLS PUBLIC LIBRARY 10 WAVERLY PL LITTLE FALLS NY 133651517 150539107 501(C)3 22830 0 GENERAL SUPPORT LITTLE FALLS YOUTH & FAMILY CENTER 15 JACKSON ST LITTLE FALLS NY 133651417 150532273 501(C)3 486869 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - 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EQUIPMENT MOHAWK VALLEY COMMUNITY COLLEGE 1101 SHERMAN DR UTICA NY 135015394 161514621 501(C)3 104784 0 GENERAL SUPPORT INDIVIDUAL DEVELOPMENT MOHAWK VALLEY COMMUNITY COLLEGE FOUNDATION 1101 SHERMAN DR UTICA NY 13501 166071031 501(C)3 73546 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT INDIVIDUAL DEVELOPMENT MOHAWK VALLEY FRONTIERS CLUB PO BOX 712 UTICA NY 135030712 223827853 501(C)3 64034 0 GENERAL SUPPORT PROGRAM SUPPORT INDIVIDUAL DEVELOPMENT MOHAWK VALLEY HEALTH SYSTEM FOUNDATION 1676 SUNSET AVE UTICA NY 135025416 223078768 501(C)3 857000 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS MOHAWK VALLEY INSTITUTE FOR LEARNING IN RETIREMENT 1101 SHERMAN DR UTICA NY 13501 841629435 501(C)3 9476 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS MOHAWK VALLEY LATINO ASSOCIATION INC 28 SCOTT ST UTICA NY 13501 562419456 501(C)3 10800 0 PROGRAM SUPPORT MOHAWK YOUTH & FAMILY CENTER 83 E MAIN ST MOHAWK NY 13407 150582212 501(C)3 25000 0 CAPITAL, INFRASTRUCTURE - EQUIPMENT MOSAIC HEALTH 1415 GENESEE ST UTICA NY 13501 161293681 501(C)3 10057 0 GENERAL SUPPORT PROGRAM SUPPORT MUNSON 310 GENESEE ST UTICA NY 135024764 150532214 501(C)3 28092 0 GENERAL SUPPORT PROGRAM SUPPORT POLICY, ADVOCACY, SYSTEMS REFORM NEIGHBORHOOD CENTER INC 624 ELIZABETH ST UTICA NY 13501 150532097 501(C)3 12689 0 GENERAL SUPPORT PROGRAM SUPPORT CAPACITY BUILDING, TECHNICAL ASSISTANCE NEW HARTFORD PUBLIC LIBRARY 2 LIBRARY LANE NEW HARTFORD NY 13413 222141661 501(C)3 7369 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT NEWPORT FREE LIBRARY 7390 MAIN ST PO BOX 359 NEWPORT NY 13416 161428510 501(C)3 31069 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS NEXT PO BOX 16 HERKIMER NY 13350 920653683 501(C)3 48927 0 GENERAL SUPPORT NICCOLLS MEMORIAL PRESBYTERIAN CHURCH PO BOX 605 OLD FORGE NY 134200605 236393377 501(C)3 10500 0 GENERAL SUPPORT PROGRAM SUPPORT NOTRE DAME JRSR HIGH SCHOOL 2 NOTRE DAME LN UTICA NY 13502 371737341 501(C)3 127430 0 GENERAL SUPPORT INDIVIDUAL DEVELOPMENT NYS ANIMAL PROTECTION FEDERATION EDUCATION FUND PO BOX 1115 ALBANY NY 12201 821433077 501(C)3 18507 0 GENERAL SUPPORT OLD FORGE LIBRARY PO BOX 128 220 CROSBY BLVD OLD FORGE NY 13420 150582657 501(C)3 27500 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT LEADERSHIP, PROFESSIONAL DEVELOPMENT OLD FORGE VOLUNTEER AMBULANCE CORP INC PO BOX 887 OLD FORGE NY 13420 205680571 501(C)3 36232 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS CAPITAL, INFRASTRUCTURE - EQUIPMENT OLD FORGE VOLUNTEER FIRE DEPARTMENT INC PO BOX 1170 OLD FORGE NY 134201170 274705476 501(C)3 34500 0 CAPITAL, INFRASTRUCTURE - EQUIPMENT LEADERSHIP, PROFESSIONAL DEVELOPMENT ON POINT FOR COLLEGE 500 PLANT ST UTICA NY 13502 161569356 501(C)3 88226 0 PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT ONEIDA COMMUNITY MANSION HOUSE 170 KENWOOD AVE ONEIDA NY 134212820 222825570 501(C)3 31771 0 GENERAL SUPPORT ONEIDA COUNTY HISTORY CENTER 1608 GENESEE ST UTICA NY 135025425 150564081 501(C)3 30352 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT ONEIDA COUNTY YOUTH BUREAU 800 PARK AVE 1ST FL UTICA NY 135012939 156000460 501(C)3 31193 0 PROGRAM SUPPORT OPEN DOOR RELIEF CENTER INC 68 S MAIN ST MIDDLEVILLE NY 13406 823930440 501(C)3 10157 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT PATHFINDER VILLAGE 3 CHENANGO RD EDMESTON NY 13335 150618744 501(C)3 22000 0 INDIVIDUAL DEVELOPMENT PLANNED PARENTHOOD OF GREATER NEW YORK 349 E 149TH ST FL 2 BRONX NY 104515660 132621497 501(C)3 13574 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT PLANNED PARENTHOOD OF THE NORTH COUNTRY NEW YORK 66 BRINKERHOFF ST PLATTSBURGH NY 12901 160919175 501(C)3 10000 0 GENERAL SUPPORT PRESBYTERIAN HOMES & SERVICES 4290 MIDDLE SETTLEMENT RD NEW HARTFORD NY 13413 160874414 501(C)3 10000 0 CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS PROJECT FIBONACCI FOUNDATION INC 7980 TURIN RD BLDG 1 1ST FL ANNEX ROME NY 134401934 815327035 501(C)7 30750 0 GENERAL SUPPORT PROGRAM SUPPORT PROTECT THE ADIRONDACKS PO BOX 48 NORTH CREEK NY 128530048 320290036 501(C)3 6000 0 CAPITAL, INFRASTRUCTURE - EQUIPMENT PURRS AND WHISKERS 3 SHEPARD DR NEW HARTFORD NY 13413 883158614 501(C)3 29805 0 GENERAL SUPPORT RECREATION CONNECTIONS OF OLD FORGE INC PO BOX 825 OLD FORGE NY 13420 932392366 501(C)3 19500 0 PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT RESCUE DOGS RESCUE SOLDIERS PO BOX 326 CHERRY VALLEY NY 133200326 465415775 501(C)3 15250 0 GENERAL SUPPORT RESCUE MISSION OF UTICA INC 293 GENESEE ST UTICA NY 135013804 150569359 501(C)3 16122 0 GENERAL SUPPORT PROGRAM SUPPORT LEADERSHIP, PROFESSIONAL DEVELOPMENT RESOURCE CENTER FOR INDEPENDENT LIVING INC PO BOX 210 UTICA NY 13503 222518284 501(C)3 32486 0 GENERAL SUPPORT PROGRAM SUPPORT ROME ALLIANCE FOR EDUCATION 207 N JAMES ST ROME NY 13440 815431401 501(C)3 31456 0 GENERAL SUPPORT PROGRAM SUPPORT ROME HEALTH FOUNDATION 107 E CHESTNUT ST STE 100 ROME NY 134402834 161364515 501(C)3 75611 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS SAFE SCHOOLS MOHAWK VALLEY 110 LOMOND CT UTICA NY 13502 161614543 501(C)3 33658 0 GENERAL SUPPORT PROGRAM SUPPORT SALVATION ARMY OF HERKIMER 14 CLINTON PL HERKIMER NY 13350 135562351 501(C)3 11522 0 GENERAL SUPPORT PROGRAM SUPPORT SALVATION ARMY UTICA CITADEL CORPS 14 CLINTON PL UTICA NY 135014777 135562351 501(C)3 13820 0 GENERAL SUPPORT PROGRAM SUPPORT SISTERS OF ST FRANCIS OF THE NEUMANN COMMUNITIES 225 GREENFIELD PKWY STE 228 LIVERPOOL NY 130886667 204292535 501(C)3 9500 0 PROGRAM SUPPORT SLEEP IN HEAVENLY PEACE - UTICA NY CHAPTER PO BOX 390780 OMAHA NE 68139 464346568 501(C)3 21307 0 GENERAL SUPPORT SPAY AND NEUTER SYRACUSE 2616 ERIE BLVD E SYRACUSE NY 132241202 550852853 501(C)3 20000 0 PROGRAM SUPPORT ST FRANCIS DE SALES EARLY CHILDHOOD LEARNING CENTER 220 HENRY ST HERKIMER NY 13350 160983167 501(C)3 12508 0 PROGRAM SUPPORT ST HELENA'S CHURCH 1340 LANCASTER AVE ONEIDA NY 134211331 150532137 501(C)3 10000 0 CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)3 5291 0 GENERAL SUPPORT ST PETER'S EPISCOPAL CHURCH 10 MILL ST CAZENOVIA NY 13035 156002714 501(C)3 15000 0 PROGRAM SUPPORT CAPACITY BUILDING, TECHNICAL ASSISTANCE STAR VOLUNTEER AMBULANCE PO BOX 409 REMSEN NY 13438 510241805 501(C)3 39412 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT SUSQUEHANNA SPCA 4841 STATE HWY 28 COOPERSTOWN NY 13326 150544693 501(C)3 79377 0 GENERAL SUPPORT TEMPLE BETH EL 2710 GENESEE ST UTICA NY 135014731 151539083 501(C)3 10000 0 GENERAL SUPPORT PROGRAM SUPPORT THE CHURCH ON THE HILL PO BOX 486 INDIAN LAKE NY 128420486 222442830 501(C)3 30000 0 GENERAL SUPPORT THE COMMUNITY AT SUNSET WOOD 118 GENESEE ST NEW HARTFORD NY 13413 150539097 501(C)3 5155 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS THE CREATIVE OUTPOST INC 690 E MAIN ST LITTLE FALLS NY 13365 853714092 501(C)3 5523 0 GENERAL SUPPORT THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE PO BOX 97057 WASHINGTON DC 200777315 237327730 501(C)3 5600 0 GENERAL SUPPORT THE KINDERWOOD PROGRAM PO BOX 225 OLD FORGE NY 13420 161260732 501(C)3 11000 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS INDIVIDUAL DEVELOPMENT THE ROOT FARM INC 2860 KING ROAD SAUQUOIT NY 13456 161568243 501(C)3 38801 0 GENERAL SUPPORT PROGRAM SUPPORT THEA BOWMAN HOUSE 731 LAFAYETTE STREET UTICA NY 13502 161488620 501(C)3 25626 0 GENERAL SUPPORT PROGRAM SUPPORT THERAPEUTIC HORSES OF SARATOGA PO BOX 126 SCHUYLERVILLE NY 12871 825164821 501(C)3 20000 0 GENERAL SUPPORT THRUWAY RECOVERY STOP 305 PROTECTION AVE HERKIMER NY 13350 881908457 501(C)3 9000 0 CAPITAL, INFRASTRUCTURE - EQUIPMENT TOWN OF INLET PUBLIC LIBRARY 164 N ROUTE 28 PO BOX 274 INLET NY 13360 161221865 501(C)3 15500 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS TOWN OF TRENTON PO BOX 206 8520 OLD POLAND ROAD BARNEVELD NY 13304 156001165 501(C)3 165500 0 CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS TOWN OF WEBB COMMUNITY HEALTH AND WELLNESS FUND PO BOX 207 OLD FORGE NY 13420 237202154 501(C)3 7000 0 GENERAL SUPPORT PROGRAM SUPPORT TOWN OF WEBB HISTORICAL ASSOCIATION PO BOX 513 OLD FORGE NY 134200513 222210521 501(C)3 6500 0 GENERAL SUPPORT PROGRAM SUPPORT TUG HILL TOMORROW LAND TRUST PO BOX 6063 WATERTOWN NY 13601 223115498 501(C)3 44547 0 GENERAL SUPPORT PROGRAM SUPPORT LEADERSHIP, PROFESSIONAL DEVELOPMENT UNHS HOMEOWNERSHIPCENTER 1611 GENESEE ST UTICA NY 135014731 161137874 501(C)3 117005 0 PROGRAM SUPPORT UNION COLLEGE 807 UNION ST SCHENECTADY NY 12308 141338580 501(C)3 6000 0 INDIVIDUAL DEVELOPMENT UNITED WAY OF THE MOHAWK VALLEY 258 GENESEE ST UTICA NY 13502 150532074 501(C)3 78981 0 GENERAL SUPPORT CAPACITY BUILDING, TECHNICAL ASSISTANCE UPSTATE CARING PARTNERS 125 BUSINESS PARK DR STE 2 UTICA NY 135026316 150543657 501(C)3 19587 0 GENERAL SUPPORT PROGRAM SUPPORT INDIVIDUAL DEVELOPMENT UPSTATE FAMILY HEALTH CENTER INC 1001 NOYES ST UTICA NY 135024400 474829539 501(C)3 22102 0 GENERAL SUPPORT PROGRAM SUPPORT UTICA CENTER FOR DEVELOPMENT INC 726 WASHINGTON ST UTICA NY 135024328 262017327 501(C)3 63601 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS UTICA CHILDREN'S MUSEUM 310 MAIN ST UTICA NY 135011236 160918936 501(C)3 156848 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS UTICA DOLLARS FOR SCHOLARS PO BOX 1733 UTICA NY 135031733 465099142 501(C)3 216847 0 GENERAL SUPPORT, INDIVIDUAL DEVELOPMENT INDIVIDUAL DEVELOPMENT UTICA MONDAY NITE CORPORATION PO BOX 277 UTICA NY 135030277 331021506 501(C)3 20405 0 GENERAL SUPPORT PROGRAM SUPPORT UTICA PUBLIC LIBRARY 303 GENESEE ST UTICA NY 135013888 150618132 501(C)3 30814 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT UTICA UNIVERSITY 1600 BURRSTONE RD UTICA NY 135024892 161476258 501(C)3 215524 0 GENERAL SUPPORT PROGRAM SUPPORT INDIVIDUAL DEVELOPMENT UTICA ZOOLOGICAL SOCIETY 1 UTICA ZOO WAY UTICA NY 13501 160915407 501(C)3 34521 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS VALLEY HEALTH SERVICES INC 690 WEST GERMAN STREET HERKIMER NY 13350 222511614 501(C)3 22567 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT VIEW 3273 STATE RTE 28 PO BOX 1144 OLD FORGE NY 134201144 161001728 501(C)3 198275 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT INDIVIDUAL DEVELOPMENT VILLAGE OF ILION 49 MORGAN ST STE 2 ILION NY 133571796 156001322 501(C)3 22308 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS WANDERERS' REST HUMANE ASSOCIATION 7138 SUTHERLAND DR PO BOX 535 CANASTOTA NY 13032 161191312 501(C)3 48112 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS CAPITAL, INFRASTRUCTURE - EQUIPMENT WESTERN TOWN LIBRARY PO BOX 247 WESTERNVILLE NY 13486 237450097 501(C)3 5280 0 GENERAL SUPPORT PROGRAM SUPPORT WILLOW NETWORK PO BOX 460 NEW HARTFORD NY 134130460 161296752 501(C)3 5672 0 GENERAL SUPPORT WOMEN'S FUND OF HERKIMER & ONEIDA COUNTIES 2 WILLIAMS ST CLINTON NY 13323 204296797 501(C)3 34645 0 GENERAL SUPPORT PROGRAM SUPPORT YWCA OF THE MOHAWK VALLEY 7 RUTGER PARK UTICA NY 135013000 150532279 501(C)3 30318 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT SCHOLARSHIPS 188 314229 X X 1 0 0 0 0 0 0 0 0 ALICIA DICKS PRESIDENT/CHIEF EXECUTIVE OFFICER 202745 0 50000 0 0 0 18629 0 22096 0 293470 0 0 0 ERIKA EASTMAN CHIEF FINANCIAL OFFICER 153330 0 3333 0 0 0 11541 0 22204 0 190408 0 0 0 X 30 1005568 0 1 1 PART I, LINE 32B: THE FOUNDATION USES A FINANCIAL INSTITUTION TO RECEIVE AND SELL PUBLICLY TRADED SECURITIES. 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 BY A TRUSTEE, DIRECTOR, OFFICER, KEY EMPLOYEE, OR GREATER THAN 35% OWNER. 1. ALICIA DICKS AND DAVID MANZELMANN ARE MEMBERS OF THE MOHAWK VALLEY EDGE BOARD. 2. GREGORY MCLEAN IS A MEMBER OF THE MOHAWK VALLEY HEALTH SYSTEM BOARD. DAVID MANZELMANN IS THE PRESIDENT OF MOHAWK VALLEY HEALTH SYSTEM FOUNDATION. DR. MARK WARFEL IS EMPLOYED BY MOHAWK VALLEY HEATH SYSTEM. 3. DAVID MANZELMANN IS AN EMPLOYEE OF M&T BANK, AN ADVISOR OF M&T BANK PARTNERS TRUST DONOR ADVISED FUND, AND A FINANCE COMMITTEE MEMBER OF MUNSON. 4. JAWEED RASHEED IS A MEMBER AT LARGE, PAST PRESIDENT OF THE MOHAWK VALLEY FRONTIERS OF WHICH OLIVIA PAUL IS THE CHAPLAIN. 5. JAWWAAD RASHEED AND OLIVIA PAUL SERVE AS CO-DIRECTORS OF MOHAWK VALLEY JUNIOR FRONTIERS. 6. ELYSSA ARNONE-EARL IS ON THE BOARD OF DIRECTORS FOR THE WOMEN'S FUND OF HERKIMER AND ONEIDA COUNTIES 7. ROANN DESTITO IS A COMMITTEE MEMBER OF ROME HEALTH CAPITAL CAMPAIGN. 8. ROBERT BOJANEK IS A TRUSTEE OF ST JOHN THE BAPTIST CATHOLIC CHURCH, AND HE IS CONFERENCE CO-CHAIR OF PROJECT FIBONACCI. 9. JESSICA HERNANDEZ IS A COMMITTEE MEMBER OF MVLA-5 DE MAYO. 10. HARRISON HUMMEL IS THE OWNER OF HUMMEL'S OFFICE PLUS OF WHICH THE COMMUNITY FOUNDATION PURCHASES SUPPLIES AND OTHER GOODS FROM. HARRISON IS THE PAST CHAIR AND A CURRENT BOARD MEMBER OF ARC HERKIMER. HIS SPOUSE IS THE EXECUTIVE DIRECTOR OF NEXT (HERKIMER NEXT) WHICH HAS RECEIVED SUPPORT FROM THE COMMUNITY FOUNDATION. 11. DEQUAN WATSON IS A PER-DIEM STAFF AT UPSTATE CARING PARTNERS 12. KAY KLO IS THE EXECUTIVE DIRECTOR OF THE MIDTOWN UTICA COMMUNITY CENTER OF WHICH OLIVIA PAUL IS A BOARD MEMBER. 13. OLIVIA PAUL IS A MEMBER OF THE MOHAWK VALLEY LATINO ASSOCIATION, MEMBER OF THE UTICA/ONEIDA COUNTY CHAPTER OF THE NAACP, BOARD MEMBER OF MID UTICA COMMUNITY CENTER, CHURCH ADMINISTRATOR FOR THE HOPE CHAPEL AME ZION CHURCH, AND SHE IS THE BOARD ASSISTANT TREASURER OF YWCA MOHAWK VALLEY 14. RANDALL VANWAGONER IS THE PRESIDENT OF MOHAWK VALLEY COMMUNITY COLLEGE, WHICH IS A RECIPIENT OF A GRANT TO SUPPORT THE NEIGHBORHOOD RISING AS PART OF THE CENTER FOR LEADERSHIP EXCELLENCE. HIS SPOUSE IS THE DIRECTOR OF STRATEGIC INITIATIVES AT THE CENTER, WHICH IS THE RECIPIENT OF A FEW GRANTS FROM VARIOUS DONOR ADVISED FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY THE FOUNDATION'S AUDIT COMMITTEE TO ENSURE COMPLIANCE WITH TAX LAWS. THE AUDIT COMMITTEE RECOMMENDS APPROVAL BY THE BOARD. 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 NARRATIVE IS PROVIDED THAT DESCRIBES EACH PART OF THE FORM 990 ALONG WITH KEY FACTS 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, OFFICERS, VOLUNTEER COMMITTEE MEMBERS, KEY PERSONS, AND 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 MEMBER HOLD A POSITION THAT MAY GIVE RISE TO A POTENTIAL CONFLICT BETWEEN PERSONAL INTERESTS AND THE INTERESTS OF THE FOUNDATION. THE FOUNDATION'S POLICY REQUIRES 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 LEARNS 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 IS REQUIRED TO EXERCISE DUE DILIGENCE AND GIVE DUE CONSIDERATION FOR ANY SUCH ALTERNATIVE CONTRACTS OR TRANSACTIONS. THE BOARD SHALL APPROVE ONLY THOSE CONTRACTS OR TRANSACTIONS IN WHICH THE TERMS ARE FAIR AND REASONABLE TO THE FOUNDATION AND THOSE CONTRACTS OR TRANSACTIONS CONSISTENT WITH THE BEST INTERESTS OF THE FOUNDATION. THE BOARD, IN CONSULTATION WITH THE AUDIT COMMITTEE, IS RESPONSIBLE FOR THE 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 AND 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 ITS WEBSITE. IN ADDITION, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. COMMUNITY FOUNDATION GIFT HOLDING LLC 2608 GENESEE ST UTICA NY 13502 HOLDING OF GIFTED REAL ESTATE NY THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC CF IMPACT CENTER LLC 2608 GENESEE ST UTICA NY 13502 830972389 CREATING A COMMUNITY IMPACT CENTER NY THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC 2608 GENESEE LLC 2608 GENESEE ST UTICA NY 13502 842065739 HOLDING OF COMPLEX GIFTS NY THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC COMMUNITY FOUNDATION HOLDING CORPORATION 2608 GENESEE ST UTICA NY 13502 200254573 PROPERTY MANAGEMENT NY 501(C)(3) 8 N/A 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 COMMUNITY FOUNDATION HOLDING CORPORATION A 30000 AGREEMENT COMMUNITY FOUNDATION HOLDING CORPORATION K 30000 AGREEMENT