2016-10-20T10:12:40-05:00 2016-03-31 161131146 BONADIO & CO LLP 6 WEMBLEY COURT ALBANY NY 12205 990 2015-04-01 204565002 CAMPHILL VILLAGE COPAKE FOUNDATION INC CAMP 5183294851 84 CAMPHILL ROAD COPAKE NY 12516 BEN MATLOCK DIRECTOR FOR FINANCE 5183294851 2016-10-13 1 JOHN C OLSEN P00321116 5184644080 2015 2017-02-10 21:41:12Z BEN MATLOCK 84 CAMPHILL ROAD COPAKE NY 12516 14221833 0 X N/A X 2006 NY TO COLLECT, HOLD AND INVEST FUNDS AND PROVIDE FINANCIAL SUPPORT AND ASSISTANCE TO CAMPHILL VILLAGE USA, INC. AND OTHER ORGANIZATIONS RELATED TO THE CAMPHILL MOVEMENT. 9 5 0 9 0 0 2381635 1574321 0 0 5081478 4234905 3600 0 7466713 5809226 4675898 4181896 0 0 0 0 25779 12961 264009 1282936 883812 5984613 5078669 1482100 730557 68744867 62963802 9387913 8023329 59356954 54940473 TO COLLECT, HOLD AND INVEST FUNDS AND PROVIDE FINANCIAL SUPPORT AND ASSISTANCE TO CAMPHILL VILLAGE USA, INC. AND OTHER ORGANIZATONS RELATED TO THE CAMPHILL MOVEMENT. 0 0 4181896 4181896 0 TO PROVIDE SUPPORT FOR THE GOAL AND PURPOSES OF CAMPHILL VILLAGE USA, INC. AND ITS INITIATIVES. DURING FISCAL YEAR 2016, THE FOUNDATION SUCCESSFULLY COMPLETED A CAPITAL CAMPAIGN AS WELL. 4181896 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 21 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 9 5 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 1 0 NY X WILLIAM KOLBERG 5183294851 84 CAMPHILL ROAD COPAKE NY 12516 RICHARD NEAL PRESIDENT 1.00 39.00 X X 0 0 0 WILLIAM VOGT DIRECTOR 1.00 10.00 X 0 0 0 NANCY L LEWIS DIRECTOR 1.00 1.00 X 0 0 0 KERST DE JONG SECRETARY 1.00 39.00 X X 0 0 0 PETER KORNMAN DIRECTOR 1.00 1.00 X 0 0 0 KAM BELLAMY VICE PRESIDENT 1.00 1.00 X X 0 0 0 ROBERT G NORRIS DIRECTOR 1.00 1.00 X 0 0 0 BEN MATLOCK TREASURER/CVUSA DIRECTOR FOR FINANCE 1.00 39.00 X X 0 0 0 JOEL BERMAN DIRECTOR 1.00 1.00 X 0 0 0 JESSICA ALBRIGHT ASSISTANT SECRETARY 1.00 39.00 X 0 63141 15664 WILLIAM KOLBERG CFO 10.00 30.00 X 0 79127 8472 DAVID CLARK ASSISTANT TREASURER 5.00 35.00 X 0 52120 6593 0 194388 30729 0 0 0 0 0 355000 1219321 1574321 1199546 1199546 11447966 8412607 3035359 3035359 3035359 5809226 0 0 4234905 4140802 4140802 22594 22594 18500 18500 9488 9488 20375 20375 29772 29772 12961 12961 220838 220838 6775 6775 98684 98684 88994 88994 6523 6523 DEVELOPMENT EXPENSE 251048 251048 INTEREST RATE SWAP FEES 151315 151315 5078669 4181896 632764 264009 41087 9056 1624644 3326589 767796 132838 8052148 7953591 349 696 0 1204354 45532176 39836752 10871989 10889331 650324 814949 68744867 62963802 1628771 453731 7759142 7569598 9387913 8023329 X 59356954 54783948 156525 59356954 54940473 68744867 62963802 X 730557 -5239421 92383 X X 0 1 X 1 0 X X 1 CAMPHILL VILLAGE USA INC 141463358 9 1 2753896 0 1 2753896 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48164013 900 -921626 1836639 334249 45072399 47803431 32332 3369052 2275118 765684 48164013 45519070 6466 4319862 1699887 342080 47803431 44425421 64785 2687317 1351772 306681 45519070 45685937 235651 1387196 108971 44425421 1.00000 0 0 0 8879733 F LIMITED PARTNERSHIP 1909213 F LOAN FUND 100385 F 10889331 LINE OF CREDIT 7357064 INTEREST RATE SWAP 212534 7569598 659349 -5239421 89544 -5149877 5809226 0 5809226 5078669 0 5078669 0 5078669 PART V, LINE 4: TO PROVIDE A RESOURCE FOR FUNDING FOR CAMPHILL VILLAGE USA, INC. AND OTHER PROGRAMS SUPPORTED BY THE FOUNDATION. ANNUALLY, THE BOARD OF DIRECTORS APPROVES THE TOTAL GRANT AMOUNT THAT WILL BE PAID TO CAMPHILL VILLAGE USA, INC. DURING THE FISCAL YEAR. MANAGEMENT ALSO PERIODICALLY PRESENTS OTHER GRANT REQUESTS THAT THEY FEEL WORTHY OF THE ORGANIZATION'S SUPPORT. THE BOARD REVIEWS THESE PROPOSALS AND APPROPRIATES MONEY ON OCCASION FOR THE PROJECTS THEY DEEM WORTHWHILE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS 89,544. 0 0 0 0 0 0 0 0 0 0 CZECH REPUBLIC TO SUPPORT THE ORGANIZATION'S ACTIVITIES 12500 WIRE TRANSFER UNITED KINGDOM TO SUPPORT THE ORGANIZATION'S ACTIVITIES. 6000 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: THE BOARD REQUIRES THE GRANTEE TO COMPLETE AN APPLICATION DESCRIBING THE INTENDED USE OF THE FUNDS. THE BOARD REVIEWS THE APPLICATIONS AND VOTES ON THOSE TO BE GRANTED. AFTER THE ASSISTANCE IS GRANTED, A FULL REPORT IS EXPECTED DESCRIBING THE FUNDS AWARDED AND THE USE OF THE FUNDS. MOST USE OF FUNDS ARE TO FURTHER THE CAMPHILL MOVEMENT. THE FOUNDATION FOLLOWS UP ON THE FUNDS GRANTED AND EXPECTS A REPORT ON THE USE OF THE FUNDS. THE BOARD OF DIRECTORS REVIEW THE REPORT TO ENSURE THAT THE FUNDS ARE USED FOR THE PURPOSES FOR WHICH THE APPLICATION DESCRIBES. X X 1 DEVELOPMENT GUILDDDI INC 233 HARVARD STREET STE 107 BROOKLINE MA 02446 FUNDRAISING - CAPITAL CAMPAIGN 0 1218421 12961 1205460 1218421 12961 1205460 NY 1 CAMPHILL VILLAGE USA INC 84 CAMPHILL ROAD COPAKE NY 12516 141463358 501(C)(3) 2731302 TO SUPPORT THE ORGANIZATION'S ACTIVITIES. CAMPHILL HUDSON INC 84 CAMPHILL ROAD COPAKE NY 12516 264101808 501(C)(3) 150000 TO SUPPORT SOCIAL ARTS. CAMPHILL GHENT INC 2542 ROUTE 66 GHENT NY 12075 270489223 501(C)(3) 1225000 TO SUPPORT THE ORGANIZATION'S ACTIVITIES. HEARTBEET LIFESHARING 218 TOWN FARM ROAD HARDWICK VT 05843 030370105 501(C)(3) 15000 TO SUPPORT THE ORGANIZATIONS ACTIVITIES CAMPHILL COMMUNITIES CALIFORNIA PO BOX 221 SOQUEL CA 95073 943261684 501(C)(3) 15000 TO SUPPORT THE ORGANIZATIONS ACTIVITIES SUPPORT GRANT - CO-WORKER CHILD EDUCATION 4 22594 EDUCATIONAL SUPPORT PART I, LINE 2: THE BOARD REQUIRES THE GRANTEE TO COMPLETE AN APPLICATION DESCRIBING THE INTENDED USE OF THE FUNDS. THE BOARD REVIEWS THE APPLICATIONS AND VOTES ON THOSE TO BE GRANTED. AFTER THE ASSISTANCE IS GRANTED, A FULL REPORT IS EXPECTED DESCRIBING THE FUNDS AWARDED AND THE USE OF THE FUNDS. MOST USE OF FUNDS ARE TO FURTHER THE CAMPHILL MOVEMENT. CAMPHILL VILLAGE COPAKE FOUNDATION, INC. FOLLOWS UP ON THE FUNDS GRANTED AND EXPECTS A REPORT ON THE USE OF THE FUNDS. THE BOARD OF DIRECTORS REVIEWS THE REPORT TO ENSURE THAT THE FUNDS ARE USED FOR THE PURPOSES FOR WHICH THE APPLICATION DESCRIBES. X 1 693192 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 CAMPHILL VILLAGE USA, INC. (#14-1463358) IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE APPOINTED BY THE MEMBER. FORM 990, PART VI, SECTION A, LINE 8B AUDIT COMMITTEE MINUTES ARE NOT KEPT ON FILE, ALL OTHER COMMITTEE MEETING MINUTES ARE DOCUMENTED AND RETAINED. FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER, EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER REVIEW THE 990 FIRST. IT IS THEN PASSED ON TO THE BOARD OF DIRECTORS FOR REVIEW. THIS IS DONE EVERY TIME A 990 IS GOING TO BE FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ONCE AND AGREE TO INFORM THE BOARD AS CONFLICTS OF INTEREST ARISE. FORM 990, PART VI, SECTION B, LINE 15B MARKET RATE SALARIES ARE DETERMINED BY AN OUTSIDE PROFESSIONAL FIRM. SENIOR LEADERSHIP AND THE ECONOMIC GROUP REVIEW AND APPROVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION GIVES THE PUBLIC THE OPTION TO RECEIVE ANY GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENT UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED TO AFFILIATE 2,839. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 89,544. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. 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