irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $106KTHE FOUNDATION PROVIDES COMMUNITY EDUCATION AND INVOLVEMENT RELATING TO THE NEED FOR CHARITABLE GIVING AND PHILANTHROPY AND METHODS AVAILABLE TO FACILITATE CHARITABLE PARTICIPATION. DURING 2024, THE FOUNDATION'S EVENTS INCLUDED VIRTUAL AND IN-PERSON GRANTEE EDUCATION WORKSHOPS AND VARIOUS OTHER VIRTUAL EVENTS AS WELL AS A FALL DONOR EVENT.
- #2 $58KTHE FOUNDATION MANAGES THE CHARITABLE FUNDS THAT IT HOLDS. THE FOUNDATION MAINTAINS RELATIONS WITH CURRENT FUND HOLDERS AND ANSWERS QUESTIONS ABOUT FUND BALANCES, SPENDING POLICY AMOUNTS AND RETURNS ON FUNDS.
named programs · 2 · from sources
What they call their work
Charitable Fund Management
Manages donor-advised, field-of-interest, designated, and scholarship funds, including reporting on fund balances, spending policies, and investment returns.
Community Education and Donor Engagement
Provides education and events for donors and grantees on charitable giving, philanthropy, and fund management, including virtual workshops and in-person donor events.
activities · 2 groups
What they do
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Endowment and Gift Fund Management 1 activity
- Manages charitable funds and supports fund holdersAdministers charitable funds and maintains ongoing relationships with fund holders by providing information on fund balances, spending policies, and investment returns.
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Professional Development for Fundraising and Philanthropy Practitioners 1 activity
- Provides education on charitable giving and philanthropyOffers community education through grantee education workshops and donor events to promote effective charitable giving and philanthropy.
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financials · form 990 · fy2024
revenue
Total revenue$5.63M
Contributions & grants$2.03M36%
Program service revenue$00%
Investment income$3.59M64%
Other revenue$6K
expenses
Total expenses$4.30M
Program expenses84%
Admin / overhead12%
Fundraising4%
Salaries & benefits$518K
Grants paid out$3.33M
Largest expense lineCompensation
balance sheet
Total assets$46.01M
Cash$928K
Investments$45.00M
Liabilities$1.39M
Net assets$44.62M
Liquid reserves128.1 mo
4 years on record · 2020–2024 · YoY revenue -51.2%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| TINA M BARBER | EXECUTIVE DIRECTOR | 35 | $153K |
board members · 15
- ABBEY ORTU — BOARD MEMBER
- DAN BUCHERT — BOARD MEMBER
- DR ANTHONY HAWKINS — BOARD MEMBER
- DR LAURA BRONSTEIN — BOARD MEMBER
- ERICA LAWSON — BOARD MEMBER
- GREG LAMONICA — BOARD MEMBER
- JAMYE L MILASI — BOARD MEMBER
- KAREN SASTRI — BOARD MEMBER
- KERSTIN M DRISCOLL-WITT — SECRETARY
- MARK S GORGOS — CHAIR
- PAUL F WOOD — TREASURER
- RAJESH DAVE MD — BOARD MEMBER
- SHAWN WOLBERT — VICE-CHAIR
- SUSAN A BURTIS — BOARD MEMBER
- THERESA PIPHER — BOARD MEMBER
relationships · 5
Who they work with
- BROOME COUNTY Network — Geographic focus area for charitable grantmaking
- CHENANGO COUNTY Network — Geographic focus area for charitable grantmaking
- DELAWARE COUNTY Network — Geographic focus area for charitable grantmaking
- OTSEGO COUNTY Network — Geographic focus area for charitable grantmaking
- TIOGA COUNTY Network — Geographic focus area for charitable grantmaking
strategies · 1
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.
- Philanthropy Education as Engagementmethodology: philanthropy-educationBy educating individuals about charitable giving and community needs, we increase their engagement in philanthropy because knowledge of giving mechanisms and local challenges empowers informed and intentional participation in community support.