irs program accomplishments · form 990 part iii · fy2025
What they reported doing
- #1 primary $228KCOMMUNITY LEADERSHIP INITIATIVES ARE DEFINED AS SUPPORTING COLLABORATIVE EFFORTS THAT ARE WIDE RANGING AND HAVE BROAD BENEFIT. THIS INCLUDES CONVENING STAKEHOLDERS, DELIVERING PROGRAMMING, SECURING FUNDING FROM EXTERNAL SOURCES, AND EVALUATING IMPACT. THIS INCLUDES THE CAPACITY LAB, A NONPROFIT CAPACITY BUILDING INITIATIVE THAT WORKS ACROSS CHAUTAUQUA COUNTY, IN PARTNERSHIP WITH OTHER LOCAL AND REGIONAL FUNDERS.
named programs · 4 · from sources
What they call their work
Community Leadership Initiatives
Supports collaborative community efforts through convening stakeholders, nonprofit capacity building (e.g., The Capacity Lab), and managing grant funding from external sources
Planned Giving Services
Assists donors in creating legacy gifts through wills, trusts, life insurance, and charitable gift annuities, with support for tax-efficient strategies
Scholarships Program
Administers over $2 million in annual scholarships to students from Chautauqua County and Randolph, NY, including high school seniors, college students, and adults in workforce training programs
Women's Giving Circle of Chautauqua County
A member-led giving circle that pools donations from women to fund programs supporting women and girls in Chautauqua County, including grantmaking and educational programming
activities · 7 groups
What they do
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Endowment and Gift Fund Management 3 activities
- Manages endowment funds and investment portfolioProfessionally manages and invests over 800 endowment funds and all foundation assets to ensure growth, liquidity, and safety, supporting long-term grantmaking and fund oversight.
- Processes donations and manages fund operationsProcesses donations, manages fund administration, and provides stewardship services for charitable funds, including the JHS Alumni 100 Member Club Scholarship Fund.
- Supports donor-advised and legacy fund establishmentEnables individuals to establish or enhance charitable funds during their lifetime or through estate plans, including donor-advised funds and legacy bequests, to support their chosen causes, nonprofits, or scholarship initiatives.
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Municipal and Community General Support 1 activity
- Administers competitive grantmaking programsAwards over $1.5 million annually through a competitive grant process to support organizations and projects in Southern Chautauqua County, engaging community volunteers and the Board of Directors in reviewing applications and finalizing funding recommendations.
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Flexible Grants to Grassroots Organizations 1 activity
- Administers externally funded community programsLeads collaborative community initiatives by administering externally funded programs and awarding grants to support community change, including funding for economic development projects.
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Nonprofit Capacity Building Services 1 activity
- Convenes stakeholders and builds nonprofit capacitySupports collaborative community efforts through stakeholder convening, programming, external funding acquisition, and impact evaluation, including operating the Capacity Lab to strengthen nonprofit organizations across Chautauqua County.
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Local High School Scholarship Programs 1 activity
- Manages and administers scholarship programsAdministers over 160 scholarships for graduating high school seniors and awards over $2 million annually in scholarship support to students pursuing higher education, job training, or certification, using a single general application to determine eligibility for more than 175 scholarship opportunities.
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Community Event Fundraising 1 activity
- Organizes annual 24-hour giving dayHosts an annual 24-hour online giving event that facilitated over $374,000 in donations from more than 2,400 donors through nearly 3,800 gifts to support over 140 local nonprofit organizations across Chautauqua County.
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Women's Rights and Empowerment Grants 1 activity
- Supports women and girls through giving circleLaunched and manages the Women's Giving Circle of Chautauqua County in 2024 to fund initiatives that support opportunities for women and girls to thrive.
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financials · form 990 · fy2025
revenue
Total revenue$9.68M
Contributions & grants$3.22M33%
Program service revenue$142K1%
Investment income$6.30M65%
Other revenue$17K
expenses
Total expenses$7.62M
Program expenses86%
Admin / overhead6%
Fundraising8%
Salaries & benefits$1.09M
Grants paid out$5.91M
Largest expense lineCompensation
balance sheet
Total assets$168.26M
Cash$4.72M
Investments$162.45M
Liabilities$21.04M
Net assets$147.22M
Liquid reserves263.4 mo
6 years on record · 2020–2025 · YoY revenue -21.2%
leadership · form 990 part vii · fy2025
Who runs it
paid leadership · 2
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| TORY L IRGANG | EXECUTIVE DIRECTOR | 40 | $206K |
| JACOB S SCHRANTZ | FISCAL OFFICER | 40 | $146K |
board members · 11
- AMIT TANEJA — DIRECTOR
- BREE AGETT — DIRECTOR
- HAROLD BRUNACINI — TREASURER
- JOSEPH BELLITTO — PRESIDENT
- LAURA OTANDER PAST PRESIDENT — DIRECTOR
- LORRAINE DIGGS — DIRECTOR
- MARY SCHILLER — SECRETARY
- REBECCA ROBBINS — VICE-PRESIDENT
- REV CHLOE SMITH — DIRECTOR
- STEVE SWANSON — DIRECTOR
- TODD HANSON — DIRECTOR
relationships · 20
Who they work with
- Board of Directors Partner — Responsible for making decisions that directly impact the community and appointing members to serve on grantmaking and scholarship committees.
- CCB Partner — Prize sponsor for the Give Big CHQ event
- Camille Rosado Partner — Scholarship Associate involved in coordinating scholarship review volunteers
- Chautauqua Grants Partner — Collaborates with Chautauqua Grants to provide a shared online platform for organizations to access and apply for local funding opportunities.
- Chautauqua Region Partner — Collaborates with the local community to drive regional change and support donor-directed causes.
- Coalition of Chautauqua County Women and Girls Partner — Collaborates with the Coalition to advance opportunities for women and girls in Chautauqua County.
- Courier Capital Partner — Prize sponsor for the Give Big CHQ event
- Elizabeth Jones Partner — Community Impact Officer involved in coordinating grant review panel volunteers
- Frewsburg Central School District Partner — School district whose graduates are eligible for the Diane L. Benson Memorial Scholarship.
- JHS 100 Member Club Partner — Partnered to establish and administer the JHS Alumni 100 Member Club Scholarship Fund
- Jamestown High School Partner — Collaborates on scholarship programs for graduating seniors and residents attending Jamestown Community College.
- Jamestown High School Partner — School whose graduates are eligible for the Diane L. Benson Memorial Scholarship.
- Local and Regional Funders Partner — Collaborates with local and regional funders through the Capacity Lab and other community leadership initiatives to support nonprofit capacity building and community change.
- Lundberg Price PC Network — Law firm where Dana Lundberg, a former student of Diane Benson, is a prominent attorney and community leader.
- Northwest Bank Partner — Prize sponsor for the Give Big CHQ event
- Tina Downey Government — Team member responsible for discussing planned giving options and gift acceptance policy with donors.
- Tina Downey Partner — Represented as a contact person with CFRE designation, indicating a professional role at the foundation.
- accountants Partner — Partners with accountants to support clients in charitable giving planning.
- attorneys Partner — Collaborates with attorneys to develop planned giving strategies for clients.
- financial planners Partner — Works with financial planners to align clients' financial and philanthropic goals.
strategies · 3
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 Community Philanthropymethodology: collaborative_community_philanthropyBy engaging community members in decision-making and pooling local resources, the foundation produces more equitable and sustainable impact because collective ownership increases trust, relevance, and long-term commitment to shared goals.
- Donor-Centered Philanthropic Planningmethodology: donor_centered_planned_givingBy offering customized fund structures and planned giving options, the foundation increases charitable participation and long-term giving because aligning philanthropy with personal financial goals enhances donor motivation and estate integration.
- Perpetual Endowment and Local Impact Modelmethodology: perpetual_endowment_modelBy establishing permanent endowments and retaining funds within the region, the foundation ensures long-term financial sustainability and localized benefit because endowed funds generate ongoing support while geographically restricted giving strengthens regional capacity and self-reliance.