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
quote Community Foundation Donor Advisor

We came from a middle class background that worked hard and saved money. We have money that we didn’t work for, and…had opportunities that other people haven’t had, and therefore it feels like an obligation.