2025-10-07T14:00:23-05:00 2024-12-31 132550103 D'ARCANGELO & CO LLP 120 LOMOND COURT UTICA NY 135025950 990 2024-01-01 156016932 THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC COMM 3157358212 2608 GENESEE STREET UTICA NY 13502 ALICIA DICKS PRESIDENT & CEO 3157358212 2025-10-07 1 0 NICOLE E CHUBBUCK CPA P01827874 3157355216 2025-10-07 2024 2025-03-06 01:10:19Z ALICIA DICKS 2608 GENESEE ST UTICA NY 13502 30897993 0 X FOUNDATIONHOC.ORG X 1952 NY TO IMPROVE THE LIVES OF THE RESIDENTS OF HERKIMER AND ONEIDA COUNTIES. 19 19 25 0 0 0 14126771 18057517 87685 100648 7009784 12733348 0 0 21224240 30891513 9700270 13304144 0 0 2193166 2834469 0 0 476252 2715365 3085345 14608801 19223958 6615439 11667555 201478972 221168233 16870588 17103964 184608384 204064269 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 14954188 13304144 12833996 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 2024, THE COMMUNITY FOUNDATION AWARDED 1,872 GRANTS, SCHOLARSHIPS, AND EMERGENCY RESPONSE FUNDING TO ELIGIBLE NONPROFITS AND INDIVIDUALS PRIMARILY IN HERKIMER AND ONEIDA COUNTIES. COLLABORATIVE FUNDING AND RESPONSIVE GRANTS FOCUS ON COMMITMENTS TO NEIGHBORHOOD REVITALIZATION, COMMUNITY VIBRANCY, HEALTHCARE AND WORKFORCE DEVELOPMENT. 14954188 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 1 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 14 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 ALICIA DICKS PRESIDENT/CHIEF EXECUTIVE OFFICER 36.00 X 347197 0 48615 ERIKA EASTMAN CHIEF FINANCIAL OFFICER/DIRECTOR OF FINANCE 36.00 X 186616 0 38132 JOHN HUSNAY CHIEF OF STAFF 36.00 X 142513 0 34271 JACQUELINE KLOTZBACH DIRECTOR OF BUSINESS SYSTEMS AND STRATEGY 36.00 X 138663 0 20086 NICHOLAS GRIMMER DIRECTOR OF GIVING STRATEGIES 36.00 X 143533 0 12070 OLIVIA PAUL DIRECTOR OF COMMUNITY ENGAGEMENT 36.00 X 142117 0 11916 REBECCA CALIDONNA FINANCIAL CONTROLLER 36.00 X 141419 0 3125 REV JOSEPH SALERNO CHAIR 3.00 X X 0 0 0 CHERYL MINOR CHAIR-ELECT 3.00 X X 0 0 0 TIMOTHY DALY TREASURER 3.00 X 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 ROBERT BOJANEK TRUSTEE 2.00 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 COLLEEN GAETANO TRUSTEE 1.00 X 0 0 0 STEVE GORCZYNSKI 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 DAVID MANZELMANN TRUSTEE 1.00 X 0 0 0 GREGORY MCLEAN TRUSTEE 1.00 X 0 0 0 KAY SINCLAIR TRUSTEE 1.00 X 0 0 0 WOLE SOBOYEJO TRUSTEE 1.00 X 0 0 0 STEPHEN SURACE 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 ELIAS ZEINA TRUSTEE 1.00 X 0 0 0 1242058 0 168215 7 0 1 0 0 18057517 1045841 18057517 AGENCY FUNDS ADMIN FEE 900099 100648 100648 100648 4837352 4837352 7902476 0 6480 7902476 -6480 7895996 7895996 30891513 12833996 0 0 10567882 10567882 1711622 1711622 1024640 1024640 620559 131937 356685 131937 1747174 501459 1021262 224453 96348 16531 75349 4468 189574 35984 138711 14879 180814 33342 130222 17250 78812 29595 43460 5757 22671 4181 16328 2162 1460017 1460017 45463 2678 41399 1386 94725 37074 50908 6743 52593 9708 37869 5016 193933 35761 139671 18501 111857 20627 80559 10671 5822 2463 1583 1776 56294 18821 24336 13137 42194 42194 27697 5107 19948 2642 PROGRAM SPONSORED INITI 733818 733818 DEVELOPMENT & EVENTS 116379 21461 83816 11102 MEMBERSHIP & PUBLICATIO 18948 3417 13345 2186 24122 6080 15856 2186 19223958 14954188 3793518 476252 9985880 3708829 447256 276979 155279 170277 176703166 186858103 7808333 19780518 427941 6826314 10222565 201478972 221168233 192812 200922 5375825 4243145 825818 773232 10476133 11886665 16870588 17103964 X 34974884 38900290 149633500 165163979 184608384 204064269 201478972 221168233 11667555 7788330 0 X X 0 1 X 1 0 X 8834987 15408082 9803800 13824957 17477692 65349518 8834987 15408082 9803800 13824957 17477692 65349518 13370884 51978634 2693529 3794722 3900419 3793939 4837352 19019961 84369479 0.61610 0.54870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 151 4679705 5255001 62667378 1 1 82244686 5585373 6946368 2522040 109 1379042 90875236 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 0.65300 0.34700 0 0 447256 276979 170277 170277 INVESTED CASH 5196862 F ALTERNATIVE INVESTMENTS 14403933 F LIFE INSURANCE 86701 F COMMODITIES 93022 F 19780518 AGENCY LIABILITES 10399040 CHARITABLE GIFT ANNUITIES 1046331 CHARITABLE REMAINDER UNITRUST 396946 COMPENSATED ABSENCES 44348 11886665 1 0 0 0 0 0 0 0 0 0 GUATEMALA HUMAN SERVICES 1024640 CHECK/WIRE 0 1 0 0 0 0 0 0 PART I, LINE 2: THE GRANTEE ORGANIZATION PROVIDES THE COMMUNITY FOUNDATION WITH MONTHLY SUPPORT FOR THE GRANT FUNDS EXPENSED, INCLUDING DETAILED ACCOUNTING RECORDS ITEMIZING HOW THE FUNDS ARE SPENT WITH SUPPORTING INVOICES AND RECEIPTS. 1 4 ELEMENTS STUDIO 809 COURT ST UTICA NY 13502 834550059 501(C)3 96327 0 GENERAL SUPPORT PROGRAM SUPPORT 4PETSAKE FOOD PANTRY 100 E MAIN ST PO BOX 216 MOHAWK NY 134071157 462126711 501(C)3 23617 0 GENERAL SUPPORT 50 FORWARD MOHAWK VALLEY 220 MEMORIAL PKWY UTICA NY 135014831 161557404 501(C)3 20237 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS ABRAHAM HOUSE 1203 KEMBLE ST UTICA NY 135014401 161551609 501(C)3 5875 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 FOOTHILLS TRAILS ALLIANCE PO BOX 415 OLD FORGE NY 13420 842624947 501(C)3 7500 0 PROGRAM SUPPORT AHA UTICA 5 HINGHAM RD UTICA NY 13501 135613797 501(C)3 50170 0 PROGRAM SUPPORT ALBANY CAN CODE INC 75 TROY RD EAST GREENBUSH NY 12061 812893882 501(C)3 13886 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 383052 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 89331 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 10160 0 GENERAL SUPPORT PROGRAM SUPPORT BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 024673858 042103545 501(C)3 47000 0 PROGRAM SUPPORT BOY SCOUTS OF AMERICA LEATHERSTOCKING COUNCIL 1401 GENESEE STREET UTICA NY 13501 542071388 501(C)3 27978 0 GENERAL SUPPORT PROGRAM SUPPORT BROADWAY THEATRE LEAGUE OF UTICA INC 258 GENESEE ST UTICA NY 135024636 161015478 501(C)3 31260 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT CENTER FOR FAMILY LIFE AND RECOVERY INC 502 COURT ST STE 401 UTICA NY 135024233 274295905 501(C)3 72004 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 26832 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT CLINTON ABC PROGRAM INC PO BOX 139 CLINTON NY 13323 237296910 501(C)3 7528 0 GENERAL SUPPORT CLINTON CENTRAL SCHOOL DISTRICT FOUNDATION PO BOX 215 CLINTON NY 133230215 161413396 501(C)3 17600 0 PROGRAM SUPPORT INDIVIDUAL DEVELOPMENT COMMUNITY FOUNDATION OF OTSEGO COUNTY INC PO BOX 55 SPRINGFIELD CENTER NY 134680055 842243769 501(C)3 34900 0 GENERAL SUPPORT COMPASSION COALITION 509 LAFAYETTE ST FRANKFORT NY 134404745 161579336 501(C)3 11018 0 GENERAL SUPPORT CPV RESCUE & SANCTUARY 86 MEADOW ST STE 2 CLINTON NY 13323 822868537 501(C)3 18997 0 GENERAL SUPPORT CRESTED BUTTE CENTER FOR THE ARTS PO BOX 1819 CRESTED BUTTE CO 81224 742451146 501(C)3 15000 0 GENERAL SUPPORT DOLGEVILLE FORWARD INC PO BOX 71 DOLGEVILLE NY 133290071 831680897 501(C)3 13548 0 GENERAL SUPPORT DOLGEVILLE UNITED METHODIST CHURCH 21 N HELMER AVE DOLGEVILLE NY 133291205 271754285 501(C)3 5008 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 26268 0 GENERAL SUPPORT FIXING TO HELP CNY SPAY NEUTER INCENTIVE PROGRAM PO BOX 194 MANLIUS NY 13104 833017840 501(C)3 35000 0 GENERAL SUPPORT PROGRAM SUPPORT FULTON CHAIN OF LAKES PERFORMING ARTS COUNCIL PO BOX 336 OLD FORGE NY 134200336 061543111 501(C)3 11992 0 GENERAL SUPPORT PROGRAM SUPPORT FUTURE FOUNDATION OF UTICA NEW YORK INC 717 LANSING ST UTICA NY 13501 883237554 501(C)3 15803 0 PROGRAM SUPPORT GLIMMERGLASS FESTIVAL PO BOX 191 COOPERSTOWN NY 13326 161053970 501(C)3 26200 0 GENERAL SUPPORT HELPING ANIMALS LIVE ORGANIZATION 615 ALBANY ST LITTLE FALLS NY 133651503 481306560 501(C)3 14897 0 GENERAL SUPPORT HERKIMER 9 FOUNDATION INC PO BOX 116 MOHAWK NY 13407 854267172 501(C)3 17059 0 GENERAL SUPPORT HERKIMER COUNTY HUMANE SOCIETY PO BOX 73 MOHAWK NY 13407 161145993 501(C)3 34821 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 6447 0 GENERAL SUPPORT PROGRAM SUPPORT HOPE CHAPEL ASSOCIATION 751 SOUTH ST UTICA NY 135013247 237029162 501(C)3 46108 0 GENERAL SUPPORT PROGRAM SUPPORT HOPE HOUSE PO BOX 161 UTICA NY 13503 223242715 501(C)3 13488 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS HOSPICE & PALLIATIVE CARE INC 4277 MIDDLE SETTLEMENT RD NEW HARTFORD NY 134135396 222238073 501(C)3 24249 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT HOUSE OF THE GOOD SHEPHERD 1550 CHAMPLIN AVE UTICA NY 135024894 150532199 501(C)3 140153 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 33574 0 GENERAL SUPPORT PROGRAM SUPPORT CAPACITY BUILDING, TECHNICAL ASSISTANCE ICAN 310 MAIN ST UTICA NY 135011236 161541078 501(C)3 605499 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS INLET VOLUNTEER EMERGENCY SERVICES INC 1 LIMEKILN LAKE RD PO BOX 300 INLET NY 133601405 161549797 501(C)3 10000 0 CAPITAL, INFRASTRUCTURE - EQUIPMENT JEWISH COMMUNITY FEDERATION OF THE MOHAWK VALLEY 2310 ONEIDA ST UTICA NY 13501 150533576 501(C)3 17138 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS JOHNSON PARK CENTER PO BOX 160 UTICA NY 135030160 161498400 501(C)3 159242 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS INDIVIDUAL DEVELOPMENT KELBERMAN INC 2513 SUNSET AVE UTICA NY 13502 550901293 501(C)3 35231 0 GENERAL SUPPORT PROGRAM SUPPORT KINDRED SPIRITS DOG ADOPTION 6685 RESERVOIR RD CLINTON NY 133234812 208300913 501(C)3 25280 0 GENERAL SUPPORT PROGRAM SUPPORT LEGAL AID SOCIETY OF MID-NEW YORK INC 120 BLEECKER ST UTICA NY 13501 150578598 501(C)3 20607 0 GENERAL SUPPORT LEWIS COUNTY HUMANE SOCIETY PO BOX 682 LOWVILLE NY 13367 161511904 501(C)3 10000 0 GENERAL SUPPORT PROGRAM SUPPORT LITTLE FALLS COMMUNITY OUTREACH 16 JACKSON ST PO BOX 819 LITTLE FALLS NY 133650819 161440983 501(C)3 8994 0 GENERAL SUPPORT LITTLE FALLS HOSPITAL 140 BURWELL ST LITTLE FALLS NY 133651794 150533578 501(C)3 14048 0 GENERAL SUPPORT LITTLE FALLS PUBLIC LIBRARY 10 WAVERLY PL LITTLE FALLS NY 133651517 150539107 501(C)3 36501 0 GENERAL SUPPORT LITTLE FALLS YOUTH & FAMILY CENTER 15 JACKSON ST LITTLE FALLS NY 133651417 151532273 501(C)3 78226 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS LIVINGADK PO BOX 642 OLD FORGE NY 134200642 161611972 501(C)3 48519 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS MAKE-A-WISH CENTRAL NEW YORK GIFT PROCESSING CENTER PO BOX 97104 WASHINGTON DC 200907104 222572086 501(C)3 5054 0 GENERAL SUPPORT MASONIC CARE COMMUNITY OF NEW YORK 2150 BLEECKER ST UTICA NY 135011738 135563012 501(C)3 5768 0 GENERAL SUPPORT PROGRAM SUPPORT MASONIC MEDICAL RESEARCH INSTITUTE 2150 BLEECKER ST UTICA NY 135011787 135648611 501(C)6 36371 0 INDIVIDUAL DEVELOPMENT MIDTOWN UTICA COMMUNITY CENTER PO BOX 8853 UTICA NY 13505 471353432 501(C)3 37060 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS MOHAWK VALLEY CENTER FOR THE ARTS 401 CANAL PL STE 2 LITTLE FALLS NY 133652051 161189297 501(C)3 11000 0 GENERAL SUPPORT PROGRAM SUPPORT MOHAWK VALLEY COMMUNITY ACTION AGENCY 9882 RIVER RD UTICA NY 135022304 160918009 501(C)3 26428 0 PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT MOHAWK VALLEY COMMUNITY COLLEGE FOUNDATION 1101 SHERMAN DR UTICA NY 13501 166071031 501(C)3 102798 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT INDIVIDUAL DEVELOPMENT MOHAWK VALLEY FRONTIERS CLUB PO BOX 712 UTICA NY 135030712 223827853 501(C)3 328961 0 GENERAL SUPPORT PROGRAM SUPPORT INDIVIDUAL DEVELOPMENT MOHAWK VALLEY HEALTH SYSTEM FOUNDATION 1676 SUNSET AVE UTICA NY 135025416 223078768 501(C)3 57000 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS MOHAWK VALLEY INSTITUTE FOR LEARNING IN RETIREMENT C/O MVCC - ROME 1101 FLOYD AVE ROME NY 13440 841629435 501(C)3 47585 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS MOHAWK VALLEY LATINO ASSOCIATION INC 1640 ONEIDA ST 1ST FLR UTICA NY 13501 562419456 501(C)3 25200 0 PROGRAM SUPPORT MOSAIC HEALTH 1415 GENESEE ST UTICA NY 13501 161293681 501(C)3 14000 0 GENERAL SUPPORT PROGRAM SUPPORT MUNSON 310 GENESEE ST UTICA NY 135024764 150532214 501(C)3 37989 0 GENERAL SUPPORT PROGRAM SUPPORT POLICY, ADVOCACY, SYSTEMS REFORM NEW HARTFORD PUBLIC LIBRARY 2 LIBRARY LANE NEW HARTFORD NY 13413 222141661 501(C)3 47197 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT NEWPORT FREE LIBRARY 7390 MAIN ST PO BOX 359 NEWPORT NY 13416 161428510 501(C)3 7164 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS NICCOLLS MEMORIAL PRESBYTERIAN CHURCH 228 CROSBY BLVD PO BOX 605 OLD FORGE NY 13420 161054793 501(C)3 15065 0 GENERAL SUPPORT PROGRAM SUPPORT NOTRE DAME JRSR HIGH SCHOOL 2 NOTRE DAME LN UTICA NY 13502 371737341 501(C)3 442230 0 GENERAL SUPPORT INDIVIDUAL DEVELOPMENT NYS ANIMAL PROTECTION FEDERATION EDUCATION FUND PO BOX 1115 ALBANY NY 12201 821433077 501(C)3 20000 0 GENERAL SUPPORT OLD FORGE LIBRARY PO BOX 128 220 CROSBY BLVD OLD FORGE NY 13420 150582657 501(C)3 20665 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 62515 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 8751 0 CAPITAL, INFRASTRUCTURE - EQUIPMENT LEADERSHIP, PROFESSIONAL DEVELOPMENT ON POINT FOR COLLEGE 2608 GENESEE ST LOWER LEVEL UTICA NY 13502 161569356 501(C)3 78265 0 PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT ONEIDA COMMUNITY MANSION HOUSE 170 KENWOOD AVE ONEIDA NY 134212820 222825570 501(C)3 23800 0 GENERAL SUPPORT ONEIDA COUNTY HISTORY CENTER 1608 GENESEE ST UTICA NY 135025425 150564081 501(C)3 22751 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT ONEIDA COUNTY YOUTH BUREAU 800 PARK AVE 1ST FL UTICA NY 135012939 156000460 501(C)3 19930 0 PROGRAM SUPPORT PATHFINDER VILLAGE 3 CHENANGO RD EDMESTON NY 13335 150618744 501(C)3 10000 0 INDIVIDUAL DEVELOPMENT PLANNED PARENTHOOD OF GREATER NEW YORK INC 349 E 149TH ST FL 2 BRONX NY 104515660 132621497 501(C)3 29131 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 PROJECT FIBONACCI FOUNDATION INC PO BOX 424 ROME NY 134400424 815327035 501(C)3 46243 0 GENERAL SUPPORT PROGRAM SUPPORT PURRS AND WHISKERS 3 SHEPARD DR NEW HARTFORD NY 13413 883158614 501(C)3 17207 0 GENERAL SUPPORT RECREATION CONNECTIONS OF OLD FORGE INC PO BOX 825 OLD FORGE NY 13420 932392366 501(C)3 6350 0 PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - EQUIPMENT RESCUE MISSION OF UTICA INC 293 GENESEE ST UTICA NY 135013804 150569359 501(C)3 48761 0 GENERAL SUPPORT PROGRAM SUPPORT LEADERSHIP, PROFESSIONAL DEVELOPMENT RESOURCE CENTER FOR INDEPENDENT LIVING INC 1607 GENESEE ST UTICA NY 13502 222518284 501(C)3 14843 0 GENERAL SUPPORT PROGRAM SUPPORT ROME ALLIANCE FOR EDUCATION 207 N JAMES ST STE B ROME NY 13440 815431401 501(C)3 28004 0 GENERAL SUPPORT PROGRAM SUPPORT ROME HEALTH FOUNDATION 107 E CHESTNUT ST STE 100 ROME NY 134402834 161364515 501(C)3 10000 0 GENERAL SUPPORT PROGRAM SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS SALVATION ARMY UTICA CITADEL CORPS 14 CLINTON PL UTICA NY 135014777 135562351 501(C)3 11871 0 GENERAL SUPPORT PROGRAM SUPPORT SLEEP IN HEAVENLY PEACE - UTICA NY CHAPTER PO BOX 390780 OMAHA NE 68139 464346568 501(C)3 23602 0 GENERAL SUPPORT ST FRANCIS DE SALES EARLY CHILDHOOD LEARNING CENTER 220 HENRY ST HERKIMER NY 13350 160983167 501(C)3 7513 0 PROGRAM SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)3 6052 0 GENERAL SUPPORT ST PETER'S EPISCOPAL CHURCH 10 MILL ST CAZENOVIA NY 13035 156002714 501(C)3 10000 0 PROGRAM SUPPORT CAPACITY BUILDING, TECHNICAL ASSISTANCE SUSQUEHANNA SPCA 5082-5088 STATE HWY 28 COOPERSTOWN NY 13326 150544693 501(C)3 30675 0 GENERAL SUPPORT TEMPLE BETH EL 1607 GENESEE ST PO BOX B UTICA NY 135014731 151539083 501(C)3 5500 0 GENERAL SUPPORT PROGRAM SUPPORT THE CHURCH ON THE HILL PO BOX 486 INDIAN LAKE NY 128420486 222442830 501(C)3 40000 0 GENERAL SUPPORT THE COMMUNITY AT SUNSET WOOD 118 GENESEE ST NEW HARTFORD NY 13413 150539097 501(C)3 7157 0 GENERAL SUPPORT CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS THE CREATIVE OUTPOST INC 25 W MILL ST LITTLE FALLS NY 13365 853714092 501(C)3 18735 0 GENERAL SUPPORT THE ROOT FARM INC 2860 KING ROAD SAUQUOIT NY 13456 161568243 501(C)3 26719 0 GENERAL SUPPORT PROGRAM SUPPORT THEA BOWMAN HOUSE 731 LAFAYETTE STREET UTICA NY 13502 161488620 501(C)3 53667 0 GENERAL SUPPORT PROGRAM SUPPORT TOWN OF TRENTON PO BOX 206 8520 OLD POLAND ROAD BARNEVELD NY 13304 156001165 501(C)3 244291 0 CAPITAL, INFRASTRUCTURE - BUILDING, RENOVATIONS TOWN OF WEBB HISTORICAL ASSOCIATION PO BOX 513 OLD FORGE NY 134200513 222210521 501(C)3 5400 0 GENERAL SUPPORT PROGRAM SUPPORT UNHS HOMEOWNERSHIPCENTER 1611 GENESEE ST UTICA NY 135014731 161137874 501(C)3 12000 0 PROGRAM SUPPORT 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STRATEGIES 143533 0 0 0 0 0 10047 0 2023 0 155603 0 0 0 OLIVIA PAUL DIRECTOR OF COMMUNITY ENGAGEMENT 142117 0 0 0 0 0 9959 0 1957 0 154033 0 0 0 X 42 1045841 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. DAVID MANZELMANN IS THE PRESIDENT OF MOHAWK VALLEY HEALTH SYSTEM FOUNDATION. DR. MARK WARFEL IS EMPLOYED BY MOHAWK VALLEY HEATH SYSTEM. 3. STEPHEN GORCZYNSKI AND DAVID MANZELMANN ARE EMPLOYEES OF M&T BANK AND ACT AS ADVISORS OF M&T BANK PARTNERS TRUST DONOR ADVISED FUND. 4. JAWWAAD RASHEED AND OLIVIA PAUL SERVE AS CO-DIRECTORS OF MOHAWK VALLEY JUNIOR FRONTIERS. 5. JAWWAAD RASHEED AND OLIVIA PAUL SERVE AS MEMBERS AT LARGE FOR MOHAWK VALLEY FRONTIERS. 6. ELYSSA ARNONE-EARL WAS ON THE BOARD OF DIRECTORS FOR THE WOMEN'S FUND OF HERKIMER AND ONEIDA COUNTIES UNTIL JUNE 30, 2024 AND REMAINS ON THE ISLA'S FUND COMMITTEE. HER SPOUSE IS EMPLOYED BY UPSTATE CARING PARTNERS WHO RECEIVES GRANTS ADMINISTERED BY THE COMMUNITY FOUNDATION. 7. ROBERT BOJANEK SERVES AS EXECUTIVE CO-CHAIR FOR THE PROJECT FIBONACCI FOUNDATION. 8. JESSICA HERNANDEZ IS A MEMBER OF THE MOHAWK VALLEY LATINO ASSOCIATION, IS AN INDEPENDENT CONTRACTOR WITH ICAN VIA HYPE AND THE CENTER VIA COMPASS. 9. 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 GRANTS FROM THE COMMUNITY FOUNDATION. 10. OLIVIA PAUL IS A MEMBER OF THE MOHAWK VALLEY LATINO ASSOCIATION, CHURCH ADMINISTRATOR FOR THE HOPE CHAPEL AND ZION CHURCH, SHE IS A BOARD MEMBER OF THE YWCA OF THE MOHAWK VALLEY,AND IS A MEMBER OF THE BLACK LEADERSHIP COALITION. OLIVIA'S SPOUSE IS THE FOUNDER AND DIRECTOR OF BLACQUE ACRES WHICH HAS RECEIVED GRANTS FROM THE COMMUNITY FOUNDATION. 11. AMY LINDER SERVES ON THE 507 KENT STREET CORPORATION BOARD WHICH IS A SUBSIDIARY BOARD OF THE CENTRAL NEW YORK ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED 12. GENO DECONDO SERVES AS THE EXECUTIVE DIRECTOR OF UPSTATE CARING PARTNERS, ROOT FARM AND SERVES AS PRESIDENT OF TRI-CITY LACROSSE. 13. HEIDI COCHRAN SERVES AS TREASURER FOR MOHAWK VALLEY CENTER FOR THE ARTS. HER SPOUSE IS THE EXECUTIVE DIRECTOR FOR ENTREPRENEURS ACROSS BORDERS AND IS ALSO ON THE BOARD FOR HERKIMER NEXT. 14. REBECCA CALIDONNA SERVES AS A TRUSTEE FOR THE CLINTON EARLY LEARNING CENTER WHO HAS RECEIVED GRANTS FROM THE COMMUNITY FOUNDATION. 15. BRADLEY WATERS IS A BOARD MEMBER OF ROME CHAMBER OF COMMERCE. HE HAS A RELATIVE THAT IS A BOARD MEMBER OF MV EDGE AND A RELATIVE THAT IS THE MVCC BOARD PRESIDENT. 16. ANDREA BABINEC HAS A FAMILY RELATIONSHIP WITH THE OWNER OF A PRIVATE FOUNDATION OF WHICH THE COMMUNITY FOUNDATION HAS A MANAGED SERVICES AGREEMENT WITH. 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. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THAT OF THE PRIOR YEAR. 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