2024-11-15T21:18:19-06:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-01-01 043585223 BTCF RESOURCES INC BTCF 4132290370 800 NORTH MAIN STREET SHEFFIELD MA 01257 PETER TAYLOR PRESIDENT & CEO 4132290370 2024-11-15 1 1 GARRETT M HIGGINS P00543209 9143818900 2024-11-08 2023 2024-10-15 13:58:12Z PETER TAYLOR 800 NORTH MAIN STREET SHEFFIELD MA 01257 32410 0 X N/A X 2001 MA TO HOLD REAL ESTATE FOR THE CHARITABLE BENEFIT FOR THE CHARITABLE FUNDS HELD BY BERKSHIRE TACONIC COMMUNITY FOUNDATION, INC. 10 9 0 10 0 0 0 325 32085 32085 0 0 0 0 32085 32410 0 0 0 0 0 0 0 0 0 46490 44741 46490 44741 -14405 -12331 593635 555369 164773 138838 428862 416531 TO HOLD REAL ESTATE FOR THE CHARITABLE BENEFIT FOR THE CHARITABLE FUNDS HELD BY BERKSHIRE TACONIC COMMUNITY FOUNDATION, INC. 0 0 38555 0 32085 THE ORGANIZATION HELD REAL ESTATE IN SUPPORT OF THE BERKSHIRE TACONIC COMMUNITY FOUNDATION. 38555 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X JOSEPH BAKER VP FINANCE & ADMINISTRATION 4132290370 800 NORTH MAIN STREET SHEFFIELD MA 01257 PETER TAYLOR BTCF PRESIDENT/CEO 2.50 50.00 X X 0 202330 33922 PAMELA R GREEN CHAIR 0.50 3.00 X X 0 0 0 DAVID OFFENSEND VICE CHAIR 0.50 3.00 X X 0 0 0 JODI K RATHBUN-BRIGGS TREASURER 0.50 3.00 X X 0 0 0 ACKNEIL M MULDROW III SECRETARY 0.50 3.00 X X 0 0 0 PETER C FRANK DIRECTOR 0.50 3.00 X 0 0 0 ELIZABETH R HILPMAN DIRECTOR 0.50 3.00 X 0 0 0 KELLY A MORGAN DIRECTOR, THRU 4/7/23 0.50 2.00 X 0 0 0 GREGG OSOFSKY DIRECTOR 2.00 2.00 X 0 0 0 DANIEL S STERNBERG DIRECTOR 2.00 2.00 X 0 0 0 DR RICHARD WEININGER DIRECTOR 0.50 2.00 X 0 0 0 JOSEPH BAKER BTCF VP FINANCE & ADMINISTRATION 2.50 50.00 X 0 154964 39618 0 357294 73540 0 0 1 0 0 325 325 PROGRAM-RELATED RENTAL 531120 32085 32085 32085 32410 32085 0 0 6151 6151 35392 35392 518 518 REPAIRS & MAINTENANCE 2645 2645 ANNUAL FILING EXPENSES 35 35 44741 38555 6186 0 5445 1016 0 1555 1066256 513458 588190 552798 593635 555369 162099 136164 2674 2674 164773 138838 X 428862 416531 428862 416531 593635 555369 -12331 0 X X 0 1 X 1 0 X X 1 BERKSHIRE TACONIC COMMUNITY FOUNDATION INC 061254469 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G THE ORGANIZATION PROVIDED SUPPORT TO ITS SUPPORTED ORGANIZATION, BERSHIRE TACONIC COMMUNITY FOUNDATION, INC. BY PROVIDING FACILITIES FOR ADMINISTRATIVE AND PROGRAM SPACE IN FURTHERANCE OF ITS CHARITABLE PURPOSES. 113996 113996 939372 501462 437910 12888 11996 892 552798 DEFERRED RENT 2674 2674 X 30581155 30548745 30548745 32410 0 32410 17350488 17305747 17305747 44741 0 44741 PART X, LINE 2: THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF BERSKHIRE TACONIC COMMUNITY, INC. AND AFFILIATE WHICH HAS THE FOLLOWING FOOTNOTE REGARDING UNCERTAIN TAX POSITIONS: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE FOUNDATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES RELATED TO ITS ALTERNATIVE INVESTMENTS AND SUCH TAXES ARE INCLUDED IN MANAGEMENT AND GENERAL EXPENSES IN THE CONSOLIDATED STATEMENT OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY INCLUDED IN FINANCIAL STATEMENTS 30,548,745. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY INCLUDED IN FINANCIAL STATEMENTS 17,305,747. 0 0 0 0 0 0 0 0 0 PETER TAYLOR BTCF PRESIDENT/CEO 0 201685 0 0 0 645 0 13463 0 20459 0 236252 0 0 JOSEPH BAKER BTCF VP FINANCE & ADMINISTRATION 0 154235 0 0 0 729 0 10710 0 28908 0 194582 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT/CEO IS COMPENSATED BY A RELATED ORGANIZATION, BERKSHIRE TACONIC COMMUNITY FOUNDATION, INC. (BTCF). THE EXECUTIVE COMMITTEE OF BTCF EVALUATES COMPARATIVE DATA, AND EVERY THREE TO FIVE YEARS A COMPENSATION STUDY IS COMPLETED. THE BOARD OF BTCF APPROVES THE COMPENSATION BUDGET EACH YEAR. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A SOLE MEMBER, BERKSHIRE TACONIC COMMUNITY FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBER HAS THE POWER TO ELECT/APPOINT THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE DECISION TO AMEND THE ORGANIZATION'S BYLAWS IS RESERVED TO THE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS REVIEWED BY THE VP OF FINANCE & ADMINISTRATION AND IS ELECTRONICALLY SENT TO THE BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION FOR THEIR REVIEW AND COMMENT. ANY QUESTIONS OR COMMENTS ARE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST POLICY OF ITS SUPPORTED ORGANIZATION, BERKSHIRE TACONIC COMMUNITY FOUNDATION, INC. THE APPLICABILITY OF THIS POLICY WAS APPROVED BY RESOLUTION OF THE BOARD. THIS POLICY APPLIES TO ALL DIRECTORS, OFFICERS, ADVISORY COMMITTEE MEMBERS AND STAFF MEMBERS. EACH YEAR THESE INDIVIDUALS COMPLETE A FORM TO DISCLOSE ANY POTENTIAL CONFLICTS. POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD OR DELEGATED COMMITTEE WHO DETERMINES IF A CONFLICT EXISTS BY MAJORITY VOTE. PERSONS WITH CONFLICTS MUST RECUSE THEMSELVES FROM ANY DISCUSSION OR DECISION RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS AVAILABLE ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, FORM 990, AND BY-LAWS ARE AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART VI, LINES 13-14: THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST, WHISTLEBLOWER, AND DOCUMENT RETENTION AND DESTRUCTION POLICIES OF IT'S SUPPORTED ORGANIZATION, BERKSHIRE TACONIC COMMUNITY FOUNDATION, INC. THE APPLICABILITY OF THESE POLICIES WAS APPROVED BY RESOLUTION OF THE BOARD. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. BERKSHIRE TACONIC COMMUNITY FOUNDATION INC 800 NORTH MAIN STREET SHEFFIELD MA 01257 061254469 COMMUNITY FOUNDATION CT 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0