Financials

Our tax ID or EIN is 16-1587553.

Our New York State Charities registration number is
06-80-93

Our NAICS Code is 813211 Grantmaking Foundations

2023 Program & Administration Expense Allocations

PROGRAMS & SERVICES = 85% = $671,072

  • Philanthropic Services = 8%
  • Grants and Grant Services = 77%

ADMINISTRATION & DEVELOPMENT = 15% = $118,424

  • Development = 6%
  • Administration = 9%

Spending Policy and Fees

2024 Spending Policy is 4% for endowed funds

2024 Philanthropic Services Assessment:

  • 1.75% on balances under $50,000
  • 1.25% on balances of $50,000 and above

Investment Fee:

  • 0.42% (minimum annual fee until total assets  reach $12 million fee reduces to .25%) for Vanguard general portfolio
  • 0.35% for Brown Advisory ESG (aka SRI) portfolio

Investment Performance

Audits

IRS Forms

quote Library Grant Cycle Review Team Member

The Community Foundation succeeds in creating an inclusive, respectful environment that ultimately results in better decisions and better results for the people served by its grant making.