Financials

Our tax ID or EIN number is 16-1587553.

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

Our NAICS Code is 813211 Grantmaking Foundations

2021 Program & Administration Expense Allocations

PROGRAMS & SERVICES = 85% = $580,560

  • Philanthropic Services = 5%
  • Grants and Grant Services = 80%

ADMINISTRATION & DEVELOPMENT = 15% = $102,452

  • Development = 6%
  • Administration = 9%

Spending Policy and Fees

2022 Spending Policy is 5% for endowed funds

2022 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

Annual and Current Year Quarterly Impact Dashboards and Investment Performance

Audits

IRS Forms

quote Community Foundation Donor Advisor

My life has more important things than to track and manage funds…a great place to put these funds and not have to worry about them.