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Nonprofiteer
← AURELIA OSBORN FOX MEMORIAL HOSPITAL FOUNDATION

Form 990 for tax year 2022

Filed by AURELIA OSBORN FOX MEMORIAL HOSPITAL FOUNDATION.

Totals

Total revenue
$336,084
Total expenses
$292,931
Contributions and grants received
$195,913
Grants paid
$197,607
Program service revenue
$0
Investment income
$140,171
Other revenue
$0
Total assets, end of year
$706
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$706
Program services expenses (Part IX)
$292,931
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$292,931

Program services were 100.0% 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.

  • 1f · All other contributions, gifts and grants

    $195,913

  • 3 · Investment income

    total $64,247 · excluded $64,247

  • 7a · Gross sales of assets other than inventory

    securities $2,147,732

  • 7b · Less cost or other basis and sales expenses

    securities $2,071,808

  • 7c · Gain or loss

    securities $75,924

  • 7d · Net gain or loss

    total $75,924 · excluded $75,924

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $197,607 · program services $197,607

  • 13 · Office expenses

    total $95,324 · program services $95,324

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $158,337 · end of year $706

  • 2 · Savings and temporary cash investments

    beginning of year $112,109 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $31,109 · end of year $0

  • 12 · Investments: other securities

    beginning of year $4,815,543 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year -$1,592,483 · end of year $706

  • 28 · Net assets with donor restrictions

    beginning of year $6,709,581 · end of year $0

Mission and programs · 2022

Mission

THE FOUNDATION IS AN INDEPENDENT TRUST WHOSE SOLE PURPOSE IS TO PROMOTE THE SUPPORT, OPERATIONS, MAINTENANCE OR IMPROVEMENT OF AURELIA OSBORN FOX MEMORIAL HOSPITAL FOR THE HEALTH OF THE COMMUNITY SERVICED BY THE HOSPITAL.

  • THE PRIMARY ACTIVITY OF THE FOUNDATION IS TO SUPPORT THE AURELIA OSBORN FOX MEMORIAL HOSPITAL THROUGH FUNDRAISING EFFORTS AND GRANTMAKING.

    Expenses $292,931 · Grants $197,607

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jamie Reynolds

    CHAIR

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • David Rowley

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Michelle Eastman

    SECRETARY TREASURER

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Stephanie Holmes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Gary Laing

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Arnie Drogen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • George Allen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Ryan Brooks

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Jeffery Joyner

    PRESIDENT

    Total calculated
    $513,611
    From this org
    $0
    From related orgs
    $483,649
    Other
    $29,962
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,555 related
    Bonus
    $0 + $85,094 related
    Other
    $0
    Deferred
    $0 + $18,520 related
    Nontaxable benefits
    $0 + $11,442 related
    Filer's total
    $0 + $513,611 related

  • Christopher Graham

    VP OF FINANCE

    Total calculated
    $159,091
    From this org
    $0
    From related orgs
    $147,500
    Other
    $11,591
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $118,013 related
    Bonus
    $0 + $29,487 related
    Other
    $0
    Deferred
    $0 + $8,462 related
    Nontaxable benefits
    $0 + $3,129 related
    Filer's total
    $0 + $159,091 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
RELATED ORG METHODS USED FOR COMPENSATION EXPLANATION THE MARY IMOGENE BASSETT HOSPITAL (DBA BASSETT MEDICAL CENTER) PROVIDES THE COMPENSATION FOR THE OFFICERS AND DIRECTORS OF THE AFFILIATES, INCLUDING AURELIA OSBORN FOX MEMORIAL HOSPITAL FOUNDATION. BASSETT MEDICAL CENTER USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR SAID INDIVIDUALS: A) COMPENSATION COMMITTEE, B) INDEPENDENT COMPENSATION CONSULTANT, C) WRITTEN EMPLOYMENT CONTRACT, D) COMPENSATION SURVEY OR STUDY AND, E) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • STAMFORD PROFESSIONAL ASSOCIATES

    RENTAL · NY

  • FIRST COMMUNITY CARE OF BASSETT

    HEALTHCARE · NY

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CATSKILL CARE ENTERPRISES

    C · RETAIL PHARMACY & FITNESS CENTER · NY

  • LEATHERSTOCKING PHYSICIANS PC

    C · HEALTHCARE SERVICES · NY

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303199349309720

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