2021-06-30T08:36:23-05:00 2020-12-31 264006060 SAXTON KOCUR AND ASSOCIATES LLP 301 E 2ND ST SUITE 303 JAMESTOWN NY 147015409 990 2020-01-01 161271663 NORTHERN CHAUTAUQUA COMMUNITY FOUNDATION NORT 7163664892 212 LAKE SHORE DRIVE WEST DUNKIRK NY 14048 DIANE HANNUM EXECUTIVE DIRECTOR 7163664892 2021-06-25 true DIANE HANNUM XXX-XX-XXXX ROBERT KOCUR CPA P00170600 7164836109 2021-06-30 X 2020 2022-09-23 18:48:47Z RICHARD KETCHAM 212 LAKE SHORE DRIVE WEST DUNKIRK NY 14048 6671502 false X NCCFOUNDATION.ORG X 1987 NY TO ENRICH THE AREA IN WHICH WE LIVE AND WORK. (SEE SCHEDULE O) 17 17 6 70 0 700123 1407339 22904 23562 683403 956861 60916 0 1467346 2387762 1033963 1006791 0 265836 285820 0 20347 121991 120195 1421790 1412806 45556 974956 29896630 33658286 2810197 3540345 27086433 30117941 X IT IS THE MISSION OF THE FOUNDATION TO ENRICH THE AREA IN WHICH WE LIVE AND WORK. TO THIS END, THE FOUNDATION HAS FIVE PRIMARY GOALS: 1. TO BE A CATALYST FOR THE ESTABLISHMENT OF ENDOWMENTS TO BENEFIT THE COMMUNITY BOTH NOW AND IN THE FUTURE; 2. TO PROVIDE A VEHICLE FOR DONORS' VARIED INTERESTS; 3. TO PROMOTE LOCAL PHILANTHROPY; 4. TO SERVE AS A STEWARD OF FUNDS; 5. TO PROVIDE LEADERSHIP AND RESOURCES IN ADDRESSING LOCAL CHALLENGES AND OPPORTUNITIES. false false 1233862 1006791 23562 GRANTS AWARDED TO NUMEROUS NON-PROFIT ORGANIZATIONS, GOVERNMENTAL ENTITIES, AND TO LOCAL SCHOLARSHIP RECIPIENTS. OPERATING EXPENSES OF 227,071 INCURRED FOR THE ADMINISTRATION OF THE FUNDS. 1233862 true true false false false true false false false true true false false false true false true false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false true 11 0 6 true false false false false false false false false false false false false X 17 17 false false false false true true false true true false false true true true true true true true false false NY X X DIANE HANNUM 7163664892 212 LAKE SHORE DRIVE WEST DUNKIRK NY 14048 DIANE HANNUM EXECUTIVE DI 40.00 X X 75500 0 2265 RICHARD KETCHAM PRESIDENT 2.00 X X 0 0 0 NANCY ADAMS FRY VICE-PRESIDE 2.00 X X 0 0 0 PETER RYAN TREASURER 2.00 X X 0 0 0 DAVID TRAVIS SECRETARY 2.00 X X 0 0 0 GINA PARADIS DIRECTOR 1.00 X X 0 0 0 HELEN BARAN DIRECTOR (TH 1.00 X 0 0 0 KATHY BRINKMAN DIRECTOR 1.00 X 0 0 0 SYLVESTER CLEARY DIRECTOR 1.00 X 0 0 0 RACHEL FOLEY DIRECTOR 1.00 X 0 0 0 JOHN HAMELS DIRECTOR 1.00 X 0 0 0 RICHARD JOHNSON DIRECTOR 1.00 X 0 0 0 PRISCILLA KOCH DIRECTOR (TH 1.00 X 0 0 0 DANIELLE MARX DIRECTOR 1.00 X 0 0 0 ALEXANDRIA MURPHY DIRECTOR 1.00 X 0 0 0 JAMES RAWCLIFFE DIRECTOR 1.00 X 0 0 0 RICHARD RYAN DIRECTOR 1.00 X 0 0 0 KATHERINE TAMPIO DIRECTOR 1.00 X 0 0 0 SUSAN WELLS ESQ DIRECTOR 1.00 X 0 0 0 STEPHANIE STEVENS DIRECTOR (BE 1.00 X 0 0 0 75500 2265 false false false 19250 1388089 497 1407339 ADMINISTRATIVE FEES - AGENCY 561000 23562 23562 23562 472335 472335 4723261 45005 4283740 439521 45005 484526 484526 2387762 23562 956861 727797 727797 278994 278994 77765 19441 54436 3888 170668 131288 30847 8533 4081 2489 1388 204 13181 8857 3665 659 20125 12276 6843 1006 7089 7089 32303 32303 22470 22470 9812 6083 2453 1276 17397 10786 4349 2262 8733 2707 5589 437 4411 2735 1103 573 162 100 41 21 2887 895 1848 144 4775 1480 3056 239 DUES AND SUBS 5245 3252 1311 682 TELEPHONE 2687 833 1720 134 MISCELLANEOUS 2224 1379 556 289 1412806 1233862 158597 20347 73176 155988 182372 54867 64143 127505 29733908 33347777 25403 27016 29896630 33658286 28423 32506 2781774 3507839 2810197 3540345 X 27052743 30117941 33690 27086433 30117941 29896630 33658286 X 974956 2198417 -141865 X false true X true false X 218006 1119456 574659 700123 1407339 4019583 218006 1119456 574659 700123 1407339 4019583 741094 3278489 501372 559919 655667 656235 517340 2890533 6910116 46466 0.47440 0.53530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15 340 7155 1352084 19513 976058 1300357 28697967 true true 26984131 1359239 3124416 995571 186265 287626 29998324 22893890 657619 4729133 1010123 2050 284338 26984131 24933454 570409 -1349916 1002215 170834 87008 22893890 21776542 1107722 3175616 858461 187576 80389 24933454 20318018 191797 1999807 492825 234065 21776542 1.00000 false false 10000 10000 127047 15775 111272 45325 39092 6233 127505 FUNDS HELD FOR AGENCIES 2737773 PASS-THROUGH FUNDS HELD 752878 GIFT ANNUITY PAYABLE 17188 3507839 4598276 2198417 44400 2242817 2355459 32303 32303 2387762 1380503 1380503 32303 32303 1412806 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED TO ENRICH THE AREA IN WHICH WE LIVE AND WORK BY PROVIDING GRANTS TO LOCAL NON-PROFIT ORGANIZATIONS AND ALSO PROVIDING SCHOLARSHIPS TO AREA STUDENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN CASH SURRENDER VALUE - LIFE INS 1,613 REVALUATION OF GIFT ANNUITY PAYABLE -1,213 PPP LOAN - ACCOUNTED FOR AS CONDITIONAL 0 CONTRIBUTION FOR FINANCIAL STATEMENTS 44,000 true ST COLUMBAN'S ON THE LAKE HOME 2546 LAKE ROAD SILVER CREEK NY 14136 160982624 501C3 5952 COMMUNITY BENEFIT 1891 FREDONIA OPERA HOUSE PO BOX 384 FREDONIA NY 14063 161472177 501C3 51712 COMMUNITY BENEFIT CHAUTAUQUA COUNTY RURAL MINISTRIES PO BOX 362 DUNKIRK NY 14048 161119647 501C3 5100 COMMUNITY BENEFIT CHILDREN'S LOVE FUND INC PO BOX 2075 JAMESTOWN NY 14787 311625530 501C3 9393 COMMUNITY BENEFIT FEEDMORE OF WNY 91 HOLT STREET BUFFALO NY 14206 222470820 501C3 22000 COMMUNITY BENEFIT D & F MEALS ON WHEELS 196 NEWTON STREET SUITE 5 FREDONIA NY 14063 161188087 501C3 7088 COMMUNITY BENEFIT NORTHERN CHAUTAUQUA CATHOLIC SCHOOL 336 WASHINGTON AVE DUNKIRK NY 14048 161354811 501C3 8535 COMMUNITY BENEFIT LILY DALE ASSEMBLY PO BOX 248 LILY DALE NY 14752 166000547 501C3 61518 COMMUNITY BENEFIT CHAUTAUQUA REGION COMMUNITY FNDT 418 SPRING STREET JAMESTOWN NY 14701 161116837 501C3 15983 COMMNUITY BENEFIT CHAUTAUQUA REGION ECONOMIC DEV CORP 201 W THIRD STREET JAMESTOWN NY 14701 161287627 501C3 11220 COMMUNITY BENEFIT CHAUTAUQUA ADULT DAY CARE 358 E FIFTH STREET JAMESTOWN NY 14701 161182585 501C3 10000 COMMUNITY BENEFIT ALL OTHER RECIPIENTS 5000 NOT INCLUDED IN LINE 2 BELOW DUNKIRK NY 14048 501C3 519296 COMMUNITY BENEFIT 11 SCHOLARSHIPS - DUNKIRK 71 58678 SCHOLARSHIPS - FREDONIA 41 37000 SCHOLARSHIPS - WESTFIELD 66 27993 SCHOLARSHIPS - BROCTON 6 3425 SCHOLARSHIPS - MISC. 103 151898 SCHEDULE I, PAGE 1, PART I, LINE 2 THE FOUNDATION REQUIRES ALL RECIPIENTS OF COMMUNITY BENEFIT GRANTS TO SUBMIT FINAL WRITTEN REPORTS ON THE GRANT-SUPPORTED PROJECT OR PROGRAM. THE FOUNDATION REQUIRES ALL SCHOLARSHIP RECIPIENTS PROVIDE DOCUMENTATION SUPPORTING THE USE OF THE FUNDS. SCHEDULE I, PAGE 4, PART IV PART II - COMMUNITY BENEFIT GRANTS OF 519,296 WERE MADE TO OTHER ORGANIZATIONS NOT REQUIRED TO BE INDIVIDUALLY REPORTED ON SCHEDULE I (I.E. 5,000 OR LESS). FORM 990 - ORGANIZATION'S MISSION IT IS THE MISSION OF THE FOUNDATION TO ENRICH THE AREA IN WHICH WE LIVE AND WORK. TO THIS END, THE FOUNDATION HAS FIVE PRIMARY GOALS: 1. TO BE A CATALYST FOR THE ESTABLISHMENT OF ENDOWMENTS TO BENEFIT THE COMMUNITY BOTH NOW AND IN THE FUTURE; 2. TO PROVIDE A VEHICLE FOR DONORS' VARIED INTERESTS; 3. TO PROMOTE LOCAL PHILANTHROPY; 4. TO SERVE AS A STEWARD OF FUNDS; 5. TO PROVIDE LEADERSHIP AND RESOURCES IN ADDRESSING LOCAL CHALLENGES AND OPPORTUNITIES. FORM 990, PAGE 1, PART I, LINE 6 INDIVIDUALS SERVING ON THE FOUNDATION'S BOARD OF DIRECTORS AND VARIOUS COMMITTEES, ALONG WITH OTHERS VOLUNTEERING AT FOUNDATION'S EVENTS AND FUNDRAISERS. FORM 990, PAGE 6, PART VI, LINE 6 THE BY-LAWS OF THE FOUNDATION ALLOW FOR UP TO 50 REGULAR MEMBERS. A MEMBER IS TO BE ANY PERSON WHO HAS DEMONSTRATED A KNOWLEDGE OR UNDERSTANDING OF THE EDUCATIONAL, CULTURAL, CIVIC OR CHARITABLE NEEDS OF THE NORTHERN CHAUTAUQUA COUNTY, NY REGION. REGULAR MEMBERS ARE ELECTED BY A PLUARALITY OF THE VOTES CAST AT THE ANNUAL MEETING OF THE MEMBERSHIP. A MEMBER'S TERM SHALL BE THREE YEARS, WITH NO MEMBER BEING ELECTED FOR MORE THAN THREE CONSECUTIVE FULL TERMS. AT DECEMBER 31, 2020, THERE WERE 34 MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A REGULAR MEMBERS OF THE FOUNDATION ELECT MEMBERS OF THE BOARD OF DIRECTORS BY A PLURALITY OF THE VOTES CAST AT THE ANNUAL MEETING OF THE MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF FORM 990 IS REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR, PRESIDENT, AND TREASUER. A COPY OF THE 990 IS ALSO MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO APPROVAL AND FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE FOUNDATION HAS A WRITTEN CONFLICIT OF INTEREST POLICY. ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO DISCLOSE ANNUALLY, ANY EXISTING CONFLICTS BEFORE ELECTION, APPOINTMENT, OR HIRING AND ANY CONFLICTS THAT MAY ARISE THEREAFTER. DISCLOSED CONFLICTS OF BOARD MEMBERS ARE ADDRESSED AT MEETINGS. FORM 990, PAGE 6, PART VI, LINE 15A THE INDEPENDENT EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS. THE BOARD THEN CONSIDERS APPROVAL OF THE RECOMMENDATION AND THE DECISION IS DOCUMENTED IN THE EXECUTIVE SESSION MINUTES. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION'S ANNUAL AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AND ARE ALSO AVAILABLE UPON REQUEST AT THE FOUNDATION'S OFFICE. OTHER GOVERNING DOCUMENTS AND POLICIES ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN CSV - LIFE INS. POLICY 1,613 PPP LOAN RECOGNIZED AS CONTRIBUTION 0 IN 2020 FINANCIAL STATEMENTS 44,000 NET TRANSFERS TO AGENCY/PASS-THRU FUNDS -186,265 NET REVALUATION/CHANGE GIFT ANNUITY PAYABLE -1,213 TOTAL -141,865