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COMMUNITY FOUNDATION OF ORANGE AND SULLI
MONTGOMERY, NY · EIN 061551843 · Form 990 · FY2024 · NTEE T31 · Philanthropy & Grantmaking · Large ($10M-$50M) · cfosny.org
revenue
$12.1M
expenses
$6.5M
net assets
$42.7M
employees
5
volunteers
50
program ratio
89%
mission · from form 990

THE FOUNDATION'S MISSION IS TO ENABLE CHARITABLE INDIVIDUALS AND ORGANIZATIONS TO BECOME MEANINGFUL DONORS BY PROVIDING TRUSTED SUPPORT AND EXPERTISE FOR THEIR CONTRIBUTIONS TO MAKE A DIFFERENCE IN OUR COMMUNITY, NOW AND FOREVER.

profile · synthesized from sources

Community Foundation of Orange and Sullivan is a grantmaking foundation serving Orange, Sullivan, and Rockland counties in New York. It supports local nonprofits and charitable initiatives through a variety of fund types, including endowment, designated, donor-advised, and scholarship funds. The foundation provides expertise and infrastructure to help individuals and organizations make lasting charitable contributions in the region.

named programs · 4 · from sources

What they call their work

Agency Endowment Funds
Supports local nonprofits by managing endowment funds established in partnership with agencies to ensure long-term sustainability
Donor Advised Funds
Enables charitable individuals to recommend grants to nonprofits over time through personalized funds managed by the foundation
Fiscal Sponsorship
Provides administrative and tax-exempt oversight for emerging charitable projects and community initiatives
Scholarship Funds
Administers a wide range of scholarship programs supporting students in Orange, Sullivan, and Rockland counties pursuing higher education and career training
activities · 4 groups

What they do

  • Nonprofit Sector Research & Data Analysis 1 activity
    • Commissioning research on nonprofit sector impact
      Conducted a research report on the economic impact of the nonprofit sector in the Hudson Valley to inform regional philanthropy and policy.
  • Flexible Grants to Grassroots Organizations 1 activity
    • Funding community data and research tools
      Funds the Mid-Hudson Valley Community Profiles, a data tool featuring 59 indicators used for community planning and grant writing, to inform local decision-making and philanthropy.
  • Endowment and Gift Fund Management 1 activity
    • Funding grants and scholarships through managed charitable funds
      Administers and oversees grantmaking and scholarship programs by managing over 360 to 630 charitable funds, including donor advised funds, designated funds, field of interest funds, and agency endowment funds, distributing millions in support to local nonprofits and students. Since 1999, has distributed over $24 million to $46 million in grants and scholarships.
  • Nonprofit Capacity Building Services 1 activity
    • Providing capacity-building and administrative support to nonprofit funds
      Offers investment oversight, administrative services, and access to forms and materials for nonprofit endowment funds and fund representatives to strengthen nonprofit sustainability and operations.
financials · form 990 · fy2024
revenue
Total revenue$12.12M
Contributions & grants$8.32M69%
Program service revenue$135K1%
Investment income$3.56M29%
Other revenue$114K
expenses
Total expenses$6.48M
Program expenses89%
Admin / overhead7%
Fundraising4%
Salaries & benefits$489K
Grants paid out$5.23M
Largest expense lineCompensation
balance sheet
Total assets$65.45M
Cash$4.80M
Investments$60.64M
Liabilities$22.77M
Net assets$42.68M
Liquid reserves121.1 mo
6 years on record · 2019–2024 · YoY revenue +32.8%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 1
NameTitleHours/wkCompensation
ELIZABETH ROWLEY PRESIDENT AND CEO 40 $130K
board members · 24
  • BARRY LEWIS — DIRECTOR
  • BONNIE ORR — FIRST VICE CHAIR
  • CHRISTOPHER CORALLO — CHAIRMAN
  • DAVID APPS — SECOND VICE CHAIR
  • DAVID MISTRETTA — TREASURER
  • DERRIK WYNKOOP — DIRECTOR
  • ERIC FUENTES — DIRECTOR
  • GARY SIEGEL — SECRETARY
  • GEORGE KINNE — ASSISTANT TREASURER
  • GERALD SKODA — DIRECTOR
  • HONORABLE ROBERT ONOFRY — DIRECTOR
  • INAUDY GIL — DIRECTOR
  • JAY ANTHONY — DIRECTOR
  • JONATHAN GATSIK — DIRECTOR
  • JOSH SOMMERS — DIRECTOR
  • KIRSTEN HARLOW-FOSTER — DIRECTOR
  • MAGGIE SMITH — CHAIR ELECT
  • MARCIA JACOBOWITZ — DIRECTOR
  • MEGHAN TAYLOR — DIRECTOR
  • MICHAEL BONURA — DIRECTOR
  • MOLLY CRIST — DIRECTOR
  • RICHARD SHAPIRO ESQ — IMMEDIATE PAST CHAIR
  • SARITA BHANDARKAR — DIRECTOR
  • WILLIAM BRATTON — DIRECTOR
relationships · 27

Who they work with

  • Community Foundation of Orange and Sullivan and The Rockland Community Foundation Coalition — Announced a planned merger with The Rockland Community Foundation
  • Community Foundations of the Hudson Valley Partner — Co-funder of the Mid-Hudson Valley Community Profiles.
  • Council on Foundations Partner — Collaborates with the Council on Foundations to support philanthropic professionals and organizations.
  • Dyson Foundation Partner — Co-funder of the Mid-Hudson Valley Community Profiles.
  • First Federal Savings of Middletown Partner — President’s Circle member supporting the Community Foundation through annual contributions.
  • Hudson Valley Estate Planning Council Partner — Partners with the Hudson Valley Estate Planning Council to support coordinated estate planning efforts.
  • Hudson Valley Gives Partner — Collaborates with Hudson Valley Gives to host an annual 24-hour online giving day supporting local nonprofits.
  • Jeff Bank Partner — Provides financial expertise through volunteer participation in the Finance & Investment Committee.
  • Lisa Mitchell Partner — Programs & Donor Services Coordinator who provides support for guidance counselors and educators seeking scholarship information or workshops.
  • Mid-Hudson Valley Association of Fundraising Professionals Partner — Partners with the Mid-Hudson Valley Association of Fundraising Professionals to support ethical fundraising and professional development.
  • Mid-Hudson Valley Federal Credit Union Partner — Provides professional expertise through volunteer participation in multiple committees, including Finance & Investment, Governance, and Community Perspective.
  • NBT Bank Partner — President’s Circle member supporting the Community Foundation through annual contributions.
  • New York Council of Nonprofits (NYCON) Network — Parent organization of BoardStrong, a resource partner referenced by the Community Foundation.
  • New York Council on Nonprofits Partner — Works with NYCON to build nonprofit capacity, advocate for policy, and provide consulting services.
  • New York Funders Alliance Partner — Collaborates with the New York Funders Alliance to share knowledge, build capacity, and maximize philanthropic impact.
  • Not specified Partner — Contact available for fund representatives needing additional materials.
  • Orange County Human Rights Partner — Engages through its Executive Director's participation in the Community Perspective Committee, contributing to diversity, equity, and inclusion strategies.
  • Orange and Rockland Utilities, Inc. Partner — President’s Circle member supporting the Community Foundation through annual contributions.
  • PKF O’Connor Davies, LLP Partner — Provides professional expertise through volunteer participation in multiple committees, including Audit, Governance, and Community Perspective.
  • Resorts World Catskills Partner — Hosted the Community Foundation's annual Donor and Volunteer Appreciation Reception.
  • Rhinebeck Bank Partner — President’s Circle member supporting the Community Foundation through annual contributions.
  • United Way of the Dutchess Orange Region Partner — Co-funder of the Mid-Hudson Valley Community Profiles.
  • Walden Savings Bank Partner — President’s Circle member supporting the Community Foundation through annual contributions.
  • Wallkill Valley Federal Savings and Loan Association Partner — President’s Circle member supporting the Community Foundation through annual contributions.
  • Warwick Playground Dreams Partner — Partner organization that raised funds and built an adaptive community playground with support from the Community Foundation.
  • Woodbury Common Premium Outlets Partner — President’s Circle member supporting the Community Foundation through annual contributions.
  • charitable organizations in Orange, Sullivan and Rockland Counties Partner — Receives grant funding from CFOSR to improve quality of life in the region.
strategies · 5

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Collaborative Needs Assessment through Strategic Partnerships
    methodology: strategic partnerships for community needs assessment
    By partnering with regional, state, and national organizations, the foundation gains deeper insight into community needs and strengthens its philanthropic response, because collaboration enables more accurate, coordinated, and impactful resource allocation.
  • Donor-Advised Grantmaking with Expert Intermediation
    methodology: donor_advised_engagement
    By providing expert guidance and administrative support through donor-advised funds, the foundation enables individuals and organizations to give more effectively, because trusted intermediation lowers barriers to entry and increases donor engagement and impact.
  • Equity-Integrated Governance in Philanthropic Operations
    methodology: equity-integrated governance
    By embedding diversity, equity, and inclusion into grantmaking, staffing, and scholarship distribution, the foundation improves fairness and community alignment in its impact, because integrating equity into governance structures leads to more representative and effective philanthropy.
  • Perpetual Endowment Model for Long-Term Sustainability
    methodology: perpetual_endowment_model
    By establishing permanent endowment funds and spending only a portion of investment earnings annually, the foundation ensures sustained financial support for nonprofits and charitable causes, because this model preserves capital while generating reliable, long-term funding streams.
  • Streamlined Access via Universal Scholarship Application
    methodology: universal_eligibility_application
    By using a Universal Scholarship Eligibility Application, the foundation increases access to multiple scholarships for students, because reducing application burden and harmonizing eligibility criteria improves participation and equity in award distribution.