THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC

Address
2608 GENESEE STREET
UTICA, NY 13502
Contact
Website: http://foundationhoc.org
Phone: +1 (315) 735-8212
Nonprofit
NTEE: T31 - Community Foundations
EIN: 15-6016932

Mission

THE MISSION OF THE COMMUNITY FOUNDATION IS TO IMPROVE THE LIVES OF THE RESIDENTS OF HERKIMER AND ONEIDA COUNTIES. THE COMMUNITY FOUNDATION ADVANCES LEADERSHIP ON COMMUNITY SOLUTIONS AND PHILANTHROPY THAT CONNECTS PEOPLE WHO CARE WITH CAUSES THAT MATTER.
 20162015201420132012
Basic features of the organization
Year of formation1952
Subsection code03
PF filing required0    
Metropolitan statistical area8680
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$274,970.00$262,363.00$314,806.00$237,152.00$221,646.00
Sum of reportable (W2/1099) compensation$276,078.00$342,296.00$281,525.00$216,019.00$205,803.00
Number of employees1720121312
Number of people compensated >$100k22111
Number of volunteers000650
Number of highly compensated contractors1130 
Personnel
Bradley, Mary
TitleTRUSTEETRUSTEETRUSTEETRUSTEEMEMBER-TRUSTEE
Name of key/compensated personMARY LYONS BRADLEYMARY LYONS BRADLEYMARY LYONS BRADLEYMARY LYONS BRADLEYMARY LYONS BRADLEY
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Bull, Lauren
Title TRUSTEETRUSTEETRUSTEEBOARD CHAIR
Name of key/compensated person LAUREN E BULLLAUREN E BULLLAUREN E BULLLAUREN E BULL
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 1.002.002.003.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Callahan, Richard
Title TRUSTEETRUSTEETRUSTEEMEMBER-TRUSTEE
Name of key/compensated person RICHARD F CALLAHANRICHARD F CALLAHANRICHARD F CALLAHANRICHARD F CALLAHAN
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 1.002.002.002.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Carbone, Dominick
Title   SECRETARY-TREASURERSECRETARY-TREASURER
Name of key/compensated person   DOMINICK D CARBONEDOMINICK D CARBONE
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   3.003.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Casamento, Laura
TitleTRUSTEE TRUSTEETRUSTEE 
Name of key/compensated personLAURA CASAMENTO LAURA CASAMENTOLAURA CASAMENTO 
Position of compensated person
Current individual trustee or directorTrue TrueTrue 
Average hours per week working for org1.00 1.001.00 
Reportable compensation from org$0.00 $0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00 $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00$0.00 
Cohen, Linda
TitleTRUSTEETRUSTEETRUSTEETRUSTEEMEMBER-TRUSTEE
Name of key/compensated personLINDA COHENLINDA COHENLINDA COHENLINDA COHENLINDA COHEN
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Cuccaro, Ron
Title    MEMBER-TRUSTEE
Name of key/compensated person    RON CUCCARO
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Cuccaro, Ronald
TitleCHAIRCHAIRCHAIR-ELECTCHAIR-ELECT 
Name of key/compensated personRONALD CUCCARORONALD CUCCARORONALD CUCCARORONALD CUCCARO 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org3.003.003.003.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
D'Amico, Rudy
Title    MEMBER-TRUSTEE
Name of key/compensated person    RUDY D'AMICO
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Danovitz, Burt
TitleTRUSTEETRUSTEETRUSTEETRUSTEEMEMBER-TRUSTEE
Name of key/compensated personBURT DANOVITZBURT DANOVITZBURT DANOVITZBURT DANOVITZBURT DANOVITZ
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Dicks, Alicia
TitlePRESIDENT-CEOPRESIDENT-CEO   
Name of key/compensated personALICIA DICKSALICIA DICKS   
Position of compensated person
Average hours per week working for org40.0040.00   
Reportable compensation from org$158,405.00$174,599.00   
Other comp, non-reportable, from org and related orgs$21,322.00$9,942.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Felice, Lori
Title    MEMBER-TRUSTEE
Name of key/compensated person    LORI KAPLAN FELICE
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Fenstemacher, Keith
TitleTRUSTEECHAIRCHAIRCHAIRCHAIR ELECT
Name of key/compensated personKEITH FENSTEMACHERKEITH FENSTEMACHERKEITH FENSTEMACHERKEITH FENSTEMACHERKEITH FENSTEMACHER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.003.003.003.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Fitzgerald, Lmichael
TitleTRUSTEE/SECRETARY TREASURERTRUSTEETRUSTEETRUSTEE 
Name of key/compensated personLMICHAEL FITZGERALDLMICHAEL FITZGERALDLMICHAEL FITZGERALDLMICHAEL FITZGERALD 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org3.002.002.002.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Fitzgerald, Michael
Title    MEMBER-TRUSTEE
Name of key/compensated person    MICHAEL FITZGERALD
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Glauzon, Gilles
Title CHIEF OPERATING OFFICERDIRECTOR OF FINANCEDIRECTOR OF FINANCEDIRECTOR OF FINANCE
Name of key/compensated person GILLES GLAUZONGILLES GLAUZONGILLES GLAUZONGILLES GLAUZON
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org 40.0040.0040.0040.00
Reportable compensation from org $106,486.00$86,433.00$81,158.00$78,414.00
Other comp, non-reportable, from org and related orgs $7,454.00$6,050.00$5,681.00$5,489.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Griffith, David
TitleTRUSTEE    
Name of key/compensated personDAVID T GRIFFITH    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Hobika, Joseph
Title    MEMBER-TRUSTEE
Name of key/compensated person    JOSEPH H HOBIKA SR
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Hummel, Harrison
TitleTRUSTEETRUSTEE   
Name of key/compensated personHARRISON CHIP HUMMEL IIIHARRISON CHIP HUMMEL III   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Hummell, Harrison
Title    MEMBER-TRUSTEE
Name of key/compensated person    HARRISON J HUMMELL III
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Ide, Georgiana
Title   TRUSTEEMEMBER-TRUSTEE
Name of key/compensated person   GEORGIANA ROBERTS IDEGEORGIANA ROBERTS IDE
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Jones, David
Title  TRUSTEETRUSTEEMEMBER-TRUSTEE
Name of key/compensated person  DAVID M JONESDAVID M JONESDAVID M JONES
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Lauzon, Gilles
TitleCHIEF OPERATING OFFICER    
Name of key/compensated personGILLES G LAUZON    
Position of compensated person
Average hours per week working for org40.00    
Reportable compensation from org$117,673.00    
Other comp, non-reportable, from org and related orgs$8,050.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Lovett, Lisa
TitleTRUSTEETRUSTEE   
Name of key/compensated personLISA DEFREES LOVETTLISA DEFREES LOVETT   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
MacArtney, Linda
Title    MEMBER-TRUSTEE
Name of key/compensated person    LINDA MACARTNEY
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Manzelmann, David
TitleTRUSTEETRUSTEE   
Name of key/compensated personDAVID MANZELMANNDAVID MANZELMANN   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Matt, Susan
TitleTRUSTEETRUSTEETRUSTEETRUSTEEMEMBER-TRUSTEE
Name of key/compensated personSUSAN G MATTSUSAN G MATTSUSAN G MATTSUSAN G MATTSUSAN G MATT
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.002.002.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Mazloom, Albert
Title    MEMBER-TRUSTEE
Name of key/compensated person    ALBERT MAZLOOM
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
McColgin, Cathleen
TitleTRUSTEETRUSTEE   
Name of key/compensated personCATHLEEN MCCOLGINCATHLEEN MCCOLGIN   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
McLean, Gregory
TitleTRUSTEETRUSTEE   
Name of key/compensated personGREGORY MCLEANGREGORY MCLEAN   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Minor, Cheryl
TitleTRUSTEETRUSTEE   
Name of key/compensated personCHERYL MINORCHERYL MINOR   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Morse, Mary
TitleTRUSTEETRUSTEETRUSTEETRUSTEEMEMBER-TRUSTEE
Name of key/compensated personMARY F MORSEMARY F MORSEMARY F MORSEMARY F MORSEMARY F MORSE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Murray, Anne
Title  TRUSTEETRUSTEEMEMBER-TRUSTEE
Name of key/compensated person  ANNE MARIE MURRAYANNE MARIE MURRAYANNE MARIE MURRAY
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
O'Shea, Margaret
Title PRESIDENT-CEOPRESIDENT-CEOPRESIDENT-CEOPRESIDENT-CEO
Name of key/compensated person MARGARET O'SHEAMARGARET A O'SHEAMARGARET A O'SHEAMARGARET A O'SHEA
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org 0.0040.0040.0040.00
Reportable compensation from org $61,211.00$195,092.00$134,861.00$127,389.00
Other comp, non-reportable, from org and related orgs $0.00$18,588.00$43,443.00$29,698.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Rasheed, Jawwaad
TitleTRUSTEETRUSTEE   
Name of key/compensated personJAWWAAD RASHEEDJAWWAAD RASHEED   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Sweet, Judith
TitleSECRETARY-TREASURERSECRETARY-TREASURERSECRETARY-TREASURERSECRETARY-TREASURERMEMBER-TRUSTEE
Name of key/compensated personJUDITH V SWEETJUDITH V SWEETJUDITH V SWEETJUDITH V SWEETJUDITH V SWEET
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org3.003.003.003.003.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Tantillo, Richard
TitleTRUSTEETRUSTEETRUSTEETRUSTEEMEMBER-TRUSTEE
Name of key/compensated personRICHARD C TANTILLORICHARD C TANTILLORICHARD C TANTILLORICHARD C TANTILLORICHARD C TANTILLO
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Umidi, Robert
TitleTRUSTEETRUSTEETRUSTEETRUSTEEMEMBER-TRUSTEE
Name of key/compensated personREV ROBERT UMIDIREV ROBERT UMIDIREV ROBERT UMIDIREV ROBERT UMIDIREV ROBERT UMIDI
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Vanwagoner, Randall
TitleTRUSTEETRUSTEETRUSTEETRUSTEE 
Name of key/compensated personRANDALL J VANWAGONERRANDALL J VANWAGONERRANDALL J VANWAGONERRANDALL J VANWAGONER 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org2.002.002.002.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Woods, Bonnie
TitleTRUSTEETRUSTEETRUSTEETRUSTEEMEMBER-TRUSTEE
Name of key/compensated personBONNIE WOODSBONNIE WOODSBONNIE WOODSBONNIE WOODSBONNIE WOODS
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Zick, Richard
Title    MEMBER-TRUSTEE
Name of key/compensated person    RICHARD J ZICK
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
van de Wal, Eve
TitleCHAIR ELECTCHAIR ELECTTRUSTEETRUSTEEMEMBER-TRUSTEE
Name of key/compensated personEVE VAN DE WALEVE VAN DE WALEVE VAN DE WALEVE VAN DE WALEVE VAN DE WAL
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org3.003.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO IMPROVE THE LIVES OF THE RESIDENTS OF HERKIMER AND ONEIDA COUNTIES.TO IMPROVE THE LIVES OF THE RESIDENTS OF HERKIMER AND ONEIDA COUNTIES.SINCE 1952, THE COMMUNITY FOUNDATION HAS INVESTED 47.1 MILLION DOLLARS INTO ONEIDA AND HERKIMER COUNTIES. THE FOUNDATION PARTNERS WITH VARIOUS ORGANIZATIONS AND NONPROFITS IN ORDER TO MAKE IMPACTFUL INVESTMENTS IN PRIORITY AREAS OF NEED, INCLUDING ECONOMIC DEVELOPMENT, EDUCATION, ARTS AND CULTURE AND HEALTH.SINCE 1952, THE COMMUNITY FOUNDATION HAS INVESTED 47.1 MILLION DOLLARS INTO ONEIDA AND HERKIMER COUNTIES. THE FOUNDATION PARTNERS WITH VARIOUS ORGANIZATIONS AND NONPROFITS IN ORDER TO MAKE IMPACTFUL INVESTMENTS IN PRIORITY AREAS OF NEED, INCLUDING ECONOMIC DEVELOPMENT, EDUCATION, ARTS AND CULTURE AND HEALTH.THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES' PRIMARY PURPOSE IS TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS OF HERKIMER AND ONEIDA COUNTIES NOW AND FOR GENERATIONS TO COME BY BUILDING COMMUNITY ENDOWMENT, ADDRESSING THE NEEDS THROUGH GRANTMAKING AND PROVIDING LEADERSHIP ON KEY COMMUNITY ISSUES.
Program service expenses, total$5,880,601.00$5,176,888.00$4,349,698.00$3,465,221.00$2,922,952.00
Programs, including revenue & expenses
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. AS A RESPONSIVE GRANTMAKER, THE COMMUNITY FOUNDATION AWARDS MORE THAN 596 GRANTS TO ELIGIBLE NONPROFITS IN HERKIMER AND ONEIDA COUNTIES. RESPONSIVE GRANTS FOCUS ON NEEDS RELATED TO THE COMMUNITY FOUNDATION'S CORE INVESTMENT AREAS - ECONOMIC DEVELOPMENT, EDUCATION, HEALTH AND ARTS/CULTURE - AND HELP NONPROFITS BETTER SERVE THEIR CONSTITUENTS.
Program expenses$5,880,601.00    
Grants and allocations made$4,861,011.00    
Program revenue$53,605.00    
Program descriptionTHE 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. AS A RESPONSIVE GRANTMAKER, THE COMMUNITY FOUNDATION AWARDS MORE THAN 596 GRANTS TO ELIGIBLE NONPROFITS IN HERKIMER AND ONEIDA COUNTIES. RESPONSIVE GRANTS FOCUS ON NEEDS RELATED TO THE COMMUNITY FOUNDATION'S CORE INVESTMENT AREAS - ECONOMIC DEVELOPMENT, EDUCATION, HEALTH AND ARTS/CULTURE - AND HELP NONPROFITS BETTER SERVE THEIR CONSTITUENTS.    
THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES IS A COMMUNITY-BASED, SOCIAL IMPACT INVESTOR. USING ITS FINANCIAL, INTELLECTUAL AND CONVENING CAPITAL, THE FOUNDATION IS ABLE TO ADVISE, FUND, FUEL AND SUSTAIN PARTNERSHIPS THAT ADDRESS FUNDAMENTAL CHALLENGES WITHIN THE MOHAWK VALLEY. BY INVESTING IN THEIR PARTNERS' SUCCESS, THE FOUNDATION PROMOTES CHANGE IN FOUR PRIORITY AREAS: EDUCATION , HEALTH, ECONOMIC DEVELOPMENT, AND ARTS & CULTURE. IN COMBINATION, THESE INVESTMENTS ADVANCE PROSPERITY, WELLNESS AND QULITY OF LIFE THROUGHOUT HERKIMER AND ONEIDA COUNTIES.
Program expenses $5,176,888.00   
Grants and allocations made $4,545,400.00   
Program description THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES IS A COMMUNITY-BASED, SOCIAL IMPACT INVESTOR. USING ITS FINANCIAL, INTELLECTUAL AND CONVENING CAPITAL, THE FOUNDATION IS ABLE TO ADVISE, FUND, FUEL AND SUSTAIN PARTNERSHIPS THAT ADDRESS FUNDAMENTAL CHALLENGES WITHIN THE MOHAWK VALLEY. BY INVESTING IN THEIR PARTNERS' SUCCESS, THE FOUNDATION PROMOTES CHANGE IN FOUR PRIORITY AREAS: EDUCATION , HEALTH, ECONOMIC DEVELOPMENT, AND ARTS & CULTURE. IN COMBINATION, THESE INVESTMENTS ADVANCE PROSPERITY, WELLNESS AND QULITY OF LIFE THROUGHOUT HERKIMER AND ONEIDA COUNTIES.   
THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES' PRIMARY PURPOSE IS TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS OF HERKIMER AND ONEIDA COUNTIES NOW AND FOR GENERATIONS TO COME BY BUILDING COMMUNITY ENDOWMENT, ADDRESSING NEEDS THROUGH GRANTMAKING AND PROVIDING LEADERSHIP ON KEY COMMUNITY ISSUES.
Program expenses  $4,349,698.00$3,465,221.00$2,922,952.00
Grants and allocations made  $3,796,690.00$2,881,430.00$2,189,578.00
Program description  THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES' PRIMARY PURPOSE IS TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS OF HERKIMER AND ONEIDA COUNTIES NOW AND FOR GENERATIONS TO COME BY BUILDING COMMUNITY ENDOWMENT, ADDRESSING NEEDS THROUGH GRANTMAKING AND PROVIDING LEADERSHIP ON KEY COMMUNITY ISSUES.THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES' PRIMARY PURPOSE IS TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS OF HERKIMER AND ONEIDA COUNTIES NOW AND FOR GENERATIONS TO COME BY BUILDING COMMUNITY ENDOWMENT, ADDRESSING NEEDS THROUGH GRANTMAKING AND PROVIDING LEADERSHIP ON KEY COMMUNITY ISSUES.THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES' PRIMARY PURPOSE IS TO IMPROVE THE QULAITY OF LIFE FOR RESIDENTS OF HERKIMER AND ONEIDA COUNTIES NOW AND FOR GENERATIONS TO COME BY BUILDING COMMUNITY ENDOWMENT, ADDRESSING NEEDS THROUGH GRANTMAKING AND PROVIDING LEADERSHIP ON KEY COMMUNITY ISSUES.
Financial data
Revenue
Total revenue$7,991,477.00$11,047,246.00$12,940,535.00$8,801,584.00$7,876,377.00
Revenue from contributions (total)$4,023,842.00$6,611,583.00$5,917,012.00$4,231,375.00$1,792,966.00
Revenue from noncash contributions$453,440.00$302,372.00$1,419,533.00$1,339,607.00$111,212.00
Investment income, current yr$3,751,066.00$4,435,663.00$7,023,523.00$4,570,209.00$6,083,411.00
Total revenue from grants, etc., current yr$4,023,842.00$6,611,583.00$5,917,012.00$4,231,375.00$1,792,966.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$162,964.00$0.00$0.00$0.00$0.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$53,605.00$0.00$0.00$0.00$0.00
Gross receipts$7,991,477.00$11,047,246.00$12,940,535.00$8,801,584.00$7,876,377.00
Sources of contributions
Revenue from all other contributions$4,023,842.00$6,611,583.00$5,917,012.00$4,231,375.00$1,792,966.00
Other types of revenue
Miscellaneous revenue (total)$162,964.00    
Income from dividends, interest, and similar investments$2,539,203.00$2,227,776.00$2,122,948.00$1,872,339.00$1,880,782.00
Net rental income $0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$7,818,159.00$7,075,375.00$6,155,559.00$5,018,360.00$4,282,999.00
Total functional expenses: program service $5,880,601.00$5,176,888.00$4,349,698.00$3,465,221.00$2,922,952.00
Total functional expenses: management and general$1,629,429.00$1,566,016.00$1,417,570.00$1,209,454.00$1,131,134.00
Total functional expenses: fundraising$308,129.00$332,471.00$388,291.00$343,685.00$228,913.00
Fees for services
Legal fees (total)$41,688.00$25,262.00$18,214.00$19,378.00$4,188.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total) $33,683.00$23,814.00$64,102.00$83,880.00
Investment management fees (total)$809,662.00$817,631.00$886,825.00$795,936.00$649,647.00
Assets and liabilities
Total assets$126,855,157.00$119,855,382.00$122,067,199.00$117,511,869.00$101,339,408.00
Total assets, beginning of year$119,855,382.00$122,067,199.00$117,511,869.00$101,339,408.00$90,978,217.00
Total liabilities$7,978,815.00$7,154,819.00$8,114,810.00$7,209,664.00$6,533,611.00
Total liabilities, beginning of year$7,154,819.00$8,114,810.00$7,209,664.00$6,533,611.00$5,702,209.00
Pledges & accounts receivable, net$5,750.00$99,729.00$155,479.00  
Unrestricted net assets, end of yr$39,008,468.00$37,003,224.00$37,574,585.00$36,763,978.00$30,989,010.00
Temporarily restricted net assets$52,782,854.00$50,143,533.00$51,632,184.00$49,785,120.00$40,364,456.00
Permanently restricted net assets, end of yr$27,085,020.00$25,553,806.00$24,745,620.00$23,753,107.00$23,452,331.00
Net assets$118,876,342.00$112,700,563.00$113,952,389.00$110,302,205.00$94,805,797.00
Net assets, beginning of year$112,700,563.00$113,952,389.00$110,302,205.00$94,805,797.00$85,276,008.00
Other liabilities$5,653,594.00$5,831,377.00$6,016,389.00$5,621,090.00$4,908,236.00
Other assets$3,811,212.00$3,913,821.00$2,159,029.00$1,043,559.00$326,622.00
Investments: other securities$7,736,722.00$8,514,760.00$10,123,727.00$11,959,745.00$12,184,923.00
Investments: publicly traded securities$108,430,953.00$101,498,982.00$104,158,970.00$103,291,476.00$87,687,743.00
Investments -- program-related   $0.00$3,038.00
Grants payable$2,226,818.00$1,220,538.00$1,482,227.00$1,467,656.00$1,316,905.00
Other financial variables
Revenue less expenses$173,318.00$3,971,871.00$6,784,976.00$3,783,224.00$3,593,378.00
Advertising (total)$85,719.00$2,098.00$26,021.00$8,481.00$9,917.00
Savings & temp cash investment$3,917,574.00$3,311,870.00$3,612,437.00$1,018,064.00$1,029,191.00
Accounts payable & accrued expenses$98,403.00$102,904.00$616,194.00$120,918.00$308,470.00
Total net assets or fund balances$118,876,342.00$112,700,563.00$113,952,389.00$110,302,205.00$94,805,797.00
Depreciation, depletion, amortization$124,958.00$144,362.00$21,306.00$20,676.00$9,765.00
Governance and accountability
Number of voting members2221161819
Number of independent voting members2221161819
Financial sheets auditedTrueTrueTrueTrueTrue
Audit on consolidated basisTrueTrueTrueTrue 
Relationships among key personnelTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2017-10-252016-12-152016-02-052014-10-232013-08-01
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201712129349300821201602249349301315201533159349302203201442259349301219201301349349301230
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