Totals
- Total revenue
- $150,000
- Total expenses
- $189,993
- Contributions and grants received
- $150,000
- Grants paid
- $184,563
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $169,864
- Total liabilities, end of year
- $14,197
- Net assets or fund balances, end of year
- $155,667
- Program services expenses (Part IX)
- $184,563
- Management and general expenses
- $5,430
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $184,563
Program services were 97.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$150,000
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $184,563 · program services $184,563
-
11c · Fees: accounting
total $5,245 · management and general $5,245
-
13 · Office expenses
total $185 · management and general $185
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $16,330 · end of year $19,864
-
3 · Pledges and grants receivable
beginning of year $200,000 · end of year $150,000
-
18 · Grants payable
beginning of year $20,670 · end of year $14,197
-
27 · Net assets without donor restrictions
beginning of year $195,660 · end of year $155,667
Mission and programs · 2023
Mission
THE FOUNDATION WAS ESTABLISHED TO STIMULATE POSITIVE IMPACTS TO HUMANITARIAN, EDUCATIONAL, AND COMMUNITY CAUSES, THROUGH FINANCIAL SUPPORT AND VOLUNTEERISM IN THE AREAS WHERE WE LIVE AND WORK.
-
THE FOUNDATION WAS ESTABLISHED TO STIMULATE POSITIVE IMPACTS TO HUMANITARIAN, EDUCATIONAL, AND COMMUNITY CAUSES, THROUGH FINANCIAL SUPPORT AND VOLUNTEERISM IN THE AREAS WHERE WE LIVE AND WORK.
Expenses $184,563 · Grants $184,563
As filed on the 2023 return.
Listed in Part VII
-
MICHAEL LAMONTAGNE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
TERRY HOPKINS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
ALISON CATALDO
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
CANDACE STERN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
FRANCESCA NEILEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW MAXWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JUSTIN KIESOW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DANIEL SWEETLAND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
EMMA PHILLIPS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
GREGORY FEHRMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JIM HARTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JONI STEIGERWALD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LAURIE CARPENTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MELISSA STERN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
R NICHOLAS MCLAUGHLIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
ANNUAL CORPORATE DONATION TO ASSIST IN THEIR GOAL TO BUILD HEALTHIER LIVES AND IMPROVE CARDIOVASCULAR HEALTH IN OUR COMMUNITY
-
SUPPORT OF BBBSCR'S MISSION TO CHANGE LIVES ONE CHILD AT A TIME
-
EMPOWER PARKINSONS DONATION TO HELP FURTHER THEIR GOAL/MISSION
-
FOODBANK DONATION TO HELP FURTHER THEIR GOAL/MISSION
-
SPONSORSHIP FOR THERE'S NO PLACE LIKE HOME EVENT: DONATION HELPS FUND ALL FRANCIS HOUSE OPERATIONS INCLUDING FOOD, CLEANING SUPPLIES, PERSONAL HYGIENE PRODUCTS, AND MORE.
-
THIS DONATION HELPED SUPPORT TWO OF THE ZOO'S BIGGEST FUNDRAISERS, BREW AT THE ZOO AND THE FALL CONSERVATION BASH.
-
TO HELP OFFER THERAPEUTIC, EDUCATIONAL AND CAREER TRAINING PROGRAMS FREE OF CHARGE SO THAT COST IS NEVER A BARRIER TO PARTICIPATION OR ACHIEVEMENT.
-
FEEDING THOSE IN SAN DIEGO WHO DON'T HAVE ACCESS TO NUTRITIOUS FOOD.
-
SPONSOR EXECUTIVE CHALLENGE FOR THE "LIGHT THE NIGHT" FUNDRAISER.
-
SILVER SPONSORSHIP FOR NATIONAL MS SOCIETY ANNUAL WALK EVENT AND SPONSORSHIP FOR TOGETHER FOR A CURE LUNCHEON.
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · MANAGEMENT/ENGINEERING · NY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441359349300134
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.