Civic Intelligence

The Schenectady Foundation

990 • Fiscal year 2023 • EIN 14-6019650

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 09, 2024

Organization ProfileWWW.SCHENECTADYFOUNDATION.ORG
P O Box 710Schenectady, NY 12301

(518) 393-9500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.03x

Higher debt load relative to assets than 82% of similar nonprofits.

2023 filings • NTEE T • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.52x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • NTEE T • $50M-$100M nonprofits • Source year 2023

Net Margin

57th percentile

24%

Higher net margin than 57% of similar nonprofits.

2023 filings • NTEE T • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

71st percentile

$173,320

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2023 filings • NTEE T • $50M-$100M nonprofits • Source year 2023

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2023 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

65%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Flat

$51,236,167

Flat from 2023

Net Assets

Flat

$49,688,817

Flat from 2023

Liabilities

Flat

$1,547,350

Flat from 2023

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin57th percentile

Revenue

Flat

$2,957,210

Flat from 2023

Expenses

Flat

$2,240,624

Flat from 2023

Net Income

Flat

$716,586

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $17,129,858Liabilities 2010: $0Net Assets 2010: $17,129,8582010Assets 2011: $18,010,307Liabilities 2011: $0Net Assets 2011: $18,010,3072011Assets 2012: $18,112,931Liabilities 2012: $0Net Assets 2012: $18,112,9312012Assets 2013: $18,310,987Liabilities 2013: $0Net Assets 2013: $18,310,9872013Assets 2014: $14,821,555Liabilities 2014: $0Net Assets 2014: $14,821,5552014Assets 2015: $14,247,149Liabilities 2015: $0Net Assets 2015: $14,247,1492015Assets 2016: $13,652,006Liabilities 2016: $0Net Assets 2016: $13,652,0062016Assets 2017: $39,110,208Liabilities 2017: $784,749Net Assets 2017: $38,325,4592017Assets 2018: $37,142,195Liabilities 2018: $1,191,054Net Assets 2018: $35,951,1412018Assets 2019: $43,439,608Liabilities 2019: $860,000Net Assets 2019: $42,579,6082019Assets 2020: $48,593,832Liabilities 2020: $537,350Net Assets 2020: $48,056,4822020Assets 2021: $55,199,163Liabilities 2021: $1,175,050Net Assets 2021: $54,024,1132021Assets 2022: $45,821,219Liabilities 2022: $1,875,375Net Assets 2022: $43,945,8442022Assets 2023: $51,236,167Liabilities 2023: $1,547,350Net Assets 2023: $49,688,8172023Assets 2023: $51,236,167Liabilities 2023: $1,547,350Net Assets 2023: $49,688,8172023Assets 2024: $56,001,047Liabilities 2024: $1,353,500Net Assets 2024: $54,647,5472024

Highlighted filing

2023

Assets$51,236,167
Liabilities$1,547,350
Net Assets$49,688,817
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,627,2452010Expenses 2011: $866,7672011Expenses 2012: $1,217,9182012Revenue 2013: $1,212,735Expenses 2013: $1,014,679Net Income 2013: $198,0562013Revenue 2014: $1,485,892Expenses 2014: $981,942Net Income 2014: $503,9502014Revenue 2015: $1,088,637Expenses 2015: $1,663,043Net Income 2015: -$574,4062015Revenue 2016: $1,327,445Expenses 2016: $1,922,589Net Income 2016: -$595,1442016Revenue 2017: $3,227,784Expenses 2017: $1,457,009Net Income 2017: $1,770,7752017Revenue 2018: $1,913,729Expenses 2018: $1,687,104Net Income 2018: $226,6252018Revenue 2019: $2,031,752Expenses 2019: $1,303,873Net Income 2019: $727,8792019Revenue 2020: $2,292,776Expenses 2020: $1,812,211Net Income 2020: $480,5652020Revenue 2021: $5,442,270Expenses 2021: $2,348,958Net Income 2021: $3,093,3122021Revenue 2022: $1,792,002Expenses 2022: $2,418,619Net Income 2022: -$626,6172022Revenue 2023: $2,957,210Expenses 2023: $2,240,624Net Income 2023: $716,5862023Revenue 2023: $2,957,210Expenses 2023: $2,240,624Net Income 2023: $716,5862023Revenue 2024: $3,458,158Expenses 2024: $2,518,678Net Income 2024: $939,4802024

Highlighted filing

2023

Revenue$2,957,210
Expenses$2,240,624
Net Income$716,586
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 9, 2024
Return Version
2023v5.1
Gross Receipts
$4,122,813
Mission and Program Overview

Mission

The mission of the schenectady foundation is to achieve sustainable improvement in the well being of the people, organizations and neighborhoods in schenectady county through the investment of philanthropic resources.

The schenectady foundation is a philanthropic trust established to assist and promote the welfare of residents of schenectady county, new york. The foundation makes grants to tax exempt charities that effectively address the needs and issues of the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$39,222,393$44,037,012▲ $4,814,619
Savings and Temporary Cash Investments$1,773,742$2,154,569▲ $380,827
Pledges and Grants Receivable$1,473,600$1,605,600▲ $132,000
Accounts Receivable$41,384$53,586▲ $12,202
Total Assets$45,821,219$51,236,167▲ $5,414,948
Other Assets Total$3,310,100$3,385,400▲ $75,300
Liabilities
Grants Payable$1,875,375$1,547,350▼ $328,025
Total Liabilities$1,875,375$1,547,350▼ $328,025
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$37,704,358$42,568,027▲ $4,863,669
Net Assets With Donor Restrictions$6,241,486$7,120,790▲ $879,304
Total Net Assets Fund Balance$43,945,844$49,688,817▲ $5,742,973
Total Liabilities and Net Assets / Fund Balance$45,821,219$51,236,167▲ $5,414,948

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,385,400--
Other Securities$74,567--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,387,995-▲ $148,048-$1,536,043
2022$1,580,295-▼ $192,300-$1,387,995
2021$1,447,354-▲ $132,941-$1,580,295
2020$1,418,631$-64,907▲ $93,630-$1,447,354
2019$1,263,265$38,681▲ $116,685-$1,418,631
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleBaseOtherTotal
-Executive Director and Sec-$173,320$173,320
Michael OzimekTrustee$165,903-$165,903
-Trustee$23,912-$23,912
Robert CarreauTrustee$3,112-$3,112

Board Members and Trustees

NameTitle
Omayra Padilla DejesusChair
Mona GolubVice Chair
Robert CarreauExecutive Director and Sec
-Assistant Treasurer
Alfred TompkinsDistribution Committee Mem
Jennifer KenneallyDistribution Committee Mem
Johan MatthewsDistribution Committee Mem
Kimberly KilbyDistribution Committee Mem
Pamela PearlmanDistribution Committee Mem
Raysheea TurnerDistribution Committee Mem
Kevin SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$736,714
Program Service Revenue
$0
Investment Income
$2,185,570
Other Revenue
$34,926
All Other Contributions
$736,714
Change in Net Assets
$716,586

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,957,210
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,833,461
Total Revenue per Audited Statements
$7,790,671
Total Revenue per Form 990
$2,957,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,502,350
Other Expenses$738,274
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,465,850--$1,465,850
Payments to Affiliates$510,000--$510,000
Fees for Service Investment Mgmnt Fees-$192,926-$192,926
Grants to Domestic Individuals$36,500--$36,500
Fees for Services Other-$35,348-$35,348
Total Functional Expenses$2,012,350$228,274$0$2,240,624

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,240,624
Expenses per Audited Statements$2,047,698
Total Expenses per Audited Statements$2,047,698
Expenses Not Reported on Financial Statements$192,926
Other Expense Adjustments$192,926
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regional Food Bank-501(c)(3)Food Distribution-responsive Procurement$200,000
Cornell Cooperative Extension-501(c)(3)Healthy Living 360 - Part 3$182,000
Crossroads Center for Children-501(c)(3)Expansion to New School Building$100,000
Schenectady Inner City Ministries-501(c)(3)Community - Based Food Access$100,000
The Food Pantries of the Capital District-501(c)(3)Food Distribution and Delivery Coordination$100,000
Albany Barn-501(c)(3)Art Studios and Maker Space$75,000
Downtown Schenectady Improvement Corp-501(c)(3)Jay Square - Park Creation$75,000
Messiah Lutheran-501(c)(3)Changing Neighborhood Systems, Including Food Access$75,000
Seat Center-501(c)(3)Jerry Burrell Park Arts Collaborative$75,000
Safe Inc of Schenectady-501(c)(3)Expanding Shelter Capacity$70,000
Operation at Ease-501(c)(3)Support for Veterans and First Responders$61,000
Luken Daily Bread Food Pantry-501(c)(3)FOOD DISTRIBUTION; ACCESS TO CULTURALLY RELEVANT OPTIONS$50,000
Suny Schenectady-501(c)(3)Refrigerated Food Lockers$43,000
Cocoa House-501(c)(3)Community Center Expansion$40,000
518 Elevated-501(c)(3)Workforce Development$24,000
All of US Community Action Group-501(c)(3)Community Education and Engagement$10,000
Capital Region Classical-501(c)(3)Music Series Concert$10,000
City Mission of Schenectady-501(c)(3)Ambassador Program at the Greenmarket$10,000
Create Community Studios-501(c)(3)Schenectady and Me Art Benches$10,000
Music Haven-501(c)(3)2023 Summer Series$10,000
Clarkson University-501(c)(3)Mat Program Support$7,500
New York Folklore-501(c)(3)Schenectady Pan African Orchestra$7,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Michael OzimekAssistant TreasurerMICHAEL OZIMEK IS AN EXECUTIVE OFFICER OF TRUSTCO BANK. HE IS ALSO A MEMBER OF THE TRUST COMMITTEE AT TRUSTCO BANK. THE MAJORITY OF THE FOUNDATION'S INVESTMENTS ARE CURRENTLY HELD AT TRUSTCO BANK.No-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Michael ozimek is assistant treasurer to the organization and has a business relationship to one of the institutional trustees. He is cfo and executive vice president of trustco bank and he is a member of the trust committee at the bank. The majority of the organization's investments are currently held at trustco bank.”

Form 990, Part VI, Section A, Line 3

“The organization delegates management duties to the schenectady foundation, inc. Which is a related not-for-profit organization.”

Form 990, Part VI, Section A, Line 7A

“The appointing authority and trustees committee of the schenectady foundation appoint members of the distribution committee.”

Form 990, Part VI, Section A, Line 7B

“Changes to resolution & declaration of the trust are subject to approval by the distribution committee, appointing authority and the trustees committee.”

Form 990, Part VI, Section B, Line 11B

“As part of the annual audit, our independent certified public accounting firm prepares form 990 and related supporting schedules from our internal records. We oversee these services and we make all management decisions and perform all management functions. A copy of form 990 is provided to the distribution committee of the foundation for review and signature before being filed with the irs. We have reviewed, approved, and accepted responsibility for form 990 and the related schedules and believe they are adequately supported by the books and records of the schenectady foundation.”

Form 990, Part VI, Section B, Line 12C

“A list of disclosed relationships is shared in writing with the distribution committee, officers and staff at the start of each meeting. All are asked to identify any new relationships that may give rise to a conflict of interest. Members of the distribution committee do not participate in voting regarding any resolution that pertains to a business or organization in which they have an interest.”

Form 990, Part VI, Section B, Line 15

“The supporting organization, the schenectady foundation, inc., employs an executive director to manage the operations of the foundation. The board of directors of the supporting organization, who also serve as the distribution committee of the schenectady foundation, reviews the performance of the executive director and determines compensation based on performance and other factors. Form 990, part vi, section b, line 15b: no member of the board of directors receives compensation. The executive director, who is an employee of and compensated by a related not-for-profit organization, is the only "top management official" for this purpose. There are no key employees. See explanation above for form 990 part vi, line 15.”

Form 990, Part VI, Section C, Line 19

“Most governing documents, such as resolution & declaration of trust, annual financial reports, and gift acceptance policies, are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Schenectady Foundation
EIN
14-6019650
Phone
5183939500
Address
P O BOX 710, SCHENECTADY, NY 12301

Signing Officer

Name
John Bresonis
Title
Institutional Trustee
Phone
5183939500
Signed
2024-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Carreau
Formed
1962
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
15

Preparer

Firm
Mengel Metzger Barr & Co Llp
Address
11 BRITISH AMERICAN BLVD, LATHAM, NY 12110
Preparer
Alan W Clink CPA
Phone
5187850134
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of beneficial interest in trusts 75,300.”

FORM 990, PART XII, LINE 2C:

“There has been no change in the process for reviewing audited financial statements or the selection of an independent auditor.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment consists of a fund established to provide grants consistent with the organization's mission and to provide income to support its operations.”

PART X, LINE 2:

“The schenectady foundation and its affiliate are not-for-profit entities and are exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The foundation and affiliate have been classified by the internal revenue service as entities that are not private foundations and qualify for the charitable contribution deduction. The organization is not subject to income taxes on income received for exempt purposes. No provision for income taxes has been made in the consolidated financial statements. The organization follows statutory requirements for income tax accounting and avoids risks with tax positions that may be challenged upon examination. Management believes the liability from taxing authority examination, if any, would not have a material effect on the organization's consolidated financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of beneficial interest in trusts 75,300. Trustee fees -192,926.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“TRUSTEE FEES 192,926.”

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IRS990/Form990PartVIISectionAGrp/PersonNm6MONA GOLUB
IRS990/Form990PartVIISectionAGrp/PersonNm7OMAYRA PADILLA DEJESUS
IRS990/Form990PartVIISectionAGrp/PersonNm8KEVIN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT CARREAU
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL OZIMEK
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DISTRIBUTION COMMITTEE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt1DISTRIBUTION COMMITTEE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt2DISTRIBUTION COMMITTEE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt3DISTRIBUTION COMMITTEE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt4DISTRIBUTION COMMITTEE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt5DISTRIBUTION COMMITTEE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR AND SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSISTANT TREASURER
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd01
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IRS990/GrossReceiptsAmt04122813
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IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE SCHENECTADY FOUNDATION IS TO ACHIEVE SUSTAINABLE IMPROVEMENT IN THE HEALTH AND WELFARE OF PEOPLE, ORGANIZATIONS AND NEIGHBORHOODS IN SCHENECTADY COUNTY THROUGH THE INVESTMENT OF PHILANTHROPIC RESOURCES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt049688817
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04951087
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt037704358
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt042568027
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03310100
IRS990/OtherAssetsTotalGrp/EOYAmt03385400
IRS990/OtherChangesInNetAssetsAmt075300
IRS990/OtherOrganizationDsc0CHARITABLE COMMUNITY TRUST
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1REFUNDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt027850
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt17076
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027850
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17076
IRS990/OtherRevenueTotalAmt034926
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0510000
IRS990/PaymentsToAffiliatesGrp/TotalAmt0510000
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01473600
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01605600
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT CARREAU
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0438199
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01368917
IRS990/PYInvestmentIncomeAmt01353803
IRS990/PYOtherExpensesAmt01049702
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02418619
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01792002
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0716586
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt034926
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01773742
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02154569
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE SCHENECTADY FOUNDATION MAINTAINS A CONTINUOUS PROGRAM FOR SOLICITING FUNDS FROM THE GENERAL PUBLIC. AT LEAST ANNUALLY, THE FOUNDATION SOLICITS DONORS AND PROSPECTIVE DONORS, REQUESTING CURRENT OR FUTURE DONATION COMMITMENTS. THE FOUNDATION WORKS WITH ITS TRUSTEE BANKS TO MAKE BANK CLIENTS AWARE OF THE FOUNDATION'S GRANTS AND COMMUNITY PROGRAMS, AND TO ENCOURAGE CONTRIBUTIONS. IN ADDITION, THE FOUNDATION'S WEBSITE PROMOTES GIFTS TO THE FOUNDATION - IT'S "STOCKADE SOCIETY - RECOGNIZING THOSE DONORS WHO HAVE MADE CONTRIBUTIONS.IN 2023, THE FOUNDATION, IN FACT, GENERATED $736,714 IN GIFTS AND CONTRIBUTIONS (OR 34.7% OF ITS SUPPORT). THE ORGANIZATION'S SIGNIFICANT INVESTMENT INCOME WAS PRIMARILY RESPONSIBLE FOR THE PUBLIC SUPPORT PERCENTAGE DIPPING BELOW 33 1/3%.THE FOUNDATION HAS A GOVERNING BODY THAT IS COMPOSED OF MEMBERS OF THE COMMUNITY WHO ARE INVOLVED IN, AND UNDERSTAND THE NEEDS OF SCHENECTADY COUNTY'S SOCIAL SECTOR. THE GOVERNING BODY IS SELECTED BY A REPRESENTATIVE GROUP OF COMMUNITY LEADERS HAILING FROM EDUCATION, BUSINESS AND THE NON-PROFIT SECTOR.THE FOUNDATION IS SUPPORTED BY, AND IN TURN SUPPORTS, THE SCHENECTADY FOUNDATION, INC. WHICH PROVIDES NUMEROUS COMMUNITY SERVICES, AND IMPLEMENTS SUBSTANTIAL FUNDRAISING EFFORTS ON BEHALF OF THE FOUNDATION.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0736714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0438199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01454656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01040696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0949955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04620220
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01383690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01234309
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01800689
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01345354
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01248736
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07012778
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt034926
IRS990ScheduleA/PublicSupportCY170Pct00.24970
IRS990ScheduleA/PublicSupportPY170Pct00.27910
IRS990ScheduleA/PublicSupportTotal170Amt02904820
IRS990ScheduleA/SubstantialContributorsTotAmt01715400
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0736714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0438199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01454656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01040696
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0949955
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04620220
IRS990ScheduleA/TotalSupportAmt011632998
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01387995
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01536043
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0148048
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01580295
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01387995
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-192300
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01447354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01580295
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0132941
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01418631
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0-64907
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01447354
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt093630
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01263265
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt038681
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01418631
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IRS990ScheduleD/ExpensesSubtotalAmt02047698
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11750976
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21528428
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3720497
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt41359639
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt51356942
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt623236802
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt712857651
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt82820
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt93458
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt107562
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt113886
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1274567
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EQUITY MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2FIXED INCOME MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3VANGUARD INTERNATIONAL GROWTH FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4VANGUARD MID-CAP INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5VANGUARD SMALL-CAP INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc6VANGUARD INSTITUTIONAL INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc7VANGUARD TOTAL BOND MARKET INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc8FEDERATED HERMES STR VALUE DIV
IRS990ScheduleD/OtherSecuritiesGrp/Desc9COLUMBIA DIVIDEND INCOME Y
IRS990ScheduleD/OtherSecuritiesGrp/Desc10FIDELITY CONTRAFUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc11FIDELITY INTERNATIONAL DISCOVERY
IRS990ScheduleD/OtherSecuritiesGrp/Desc12BOND GOVERNMENT & AGENCY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,236,167
Liabilities
$1,547,350
Net assets
$49,688,817
Revenue
$2,957,210
Expenses
$2,240,624
Net income
$716,586
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.0$1.35$54.6$3.46$2.52$0.94
2023Detailed filing. Detailed filing data is available for this year.$51.2$1.55$49.7$2.96$2.24$0.72
2023Summary only. Only limited summary data is available for this year.$51.2$1.55$49.7$2.96$2.24$0.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.8$1.88$43.9$1.79$2.42$0.63
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.2$1.18$54.0$5.44$2.35$3.09
2020Summary only. Only limited summary data is available for this year.$48.6$0.54$48.1$2.29$1.81$0.48
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.4$0.86$42.6$2.03$1.30$0.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.1$1.19$36.0$1.91$1.69$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.1$0.78$38.3$3.23$1.46$1.77
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$0.00$13.7$1.33$1.92$0.60
2015Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.09$1.66$0.57
2014Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$1.49$0.98$0.50
2013Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$1.21$1.01$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$0.00$18.1$1.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.00$18.0$0.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$0.00$17.1$1.63