Totals
- Total revenue
- $32,410
- Total expenses
- $44,741
- Contributions and grants received
- $325
- Grants paid
- $0
- Program service revenue
- $32,085
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $555,369
- Total liabilities, end of year
- $138,838
- Net assets or fund balances, end of year
- $416,531
- Program services expenses (Part IX)
- $38,555
- Management and general expenses
- $6,186
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $38,555
Program services were 86.2% 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
$325
-
2a · Program service revenue: PROGRAM-RELATED RENTAL
total $32,085 · related or exempt $32,085
Functional expenses
Part IX, the statement of functional expenses.
-
16 · Occupancy
total $6,151 · management and general $6,151
-
22 · Depreciation, depletion and amortization
total $35,392 · program services $35,392
-
23 · Insurance
total $518 · program services $518
-
24a · Other expenses: REPAIRS & MAINTENANCE
total $2,645 · program services $2,645
-
24b · Other expenses: ANNUAL FILING EXPENSES
total $35 · management and general $35
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,445 · end of year $1,016
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $1,555
-
10a · Land, buildings and equipment: cost or other basis
$1,066,256
-
10b · Land, buildings and equipment: accumulated depreciation
$513,458
-
10c · Land, buildings and equipment, net
beginning of year $588,190 · end of year $552,798
-
23 · Secured mortgages and notes payable
beginning of year $162,099 · end of year $136,164
-
25 · Other liabilities
beginning of year $2,674 · end of year $2,674
-
27 · Net assets without donor restrictions
beginning of year $428,862 · end of year $416,531
Mission and programs · 2023
Mission
TO HOLD REAL ESTATE FOR THE CHARITABLE BENEFIT FOR THE CHARITABLE FUNDS HELD BY BERKSHIRE TACONIC COMMUNITY FOUNDATION, INC.
-
THE ORGANIZATION HELD REAL ESTATE IN SUPPORT OF THE BERKSHIRE TACONIC COMMUNITY FOUNDATION.
Expenses $38,555 · Revenue $32,085
As filed on the 2023 return.
Listed in Part VII
-
PETER TAYLOR
BTCF PRESIDENT/CEO
- Total calculated
- $236,252
- From this org
- $0
- From related orgs
- $202,330
- Other
- $33,922
- Hours/week
- 2.5 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $201,685 related
- Bonus
- $0
- Other
- $0 + $645 related
- Deferred
- $0 + $13,463 related
- Nontaxable benefits
- $0 + $20,459 related
- Filer's total
- $0 + $236,252 related
-
PAMELA R GREEN
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
DAVID OFFENSEND
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
JODI K RATHBUN-BRIGGS
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
ACKNEIL M MULDROW III
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
PETER C FRANK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
ELIZABETH R HILPMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
KELLY A MORGAN
DIRECTOR, THRU 4/7/23
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
GREGG OSOFSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
DANIEL S STERNBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
DR RICHARD WEININGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
JOSEPH BAKER
BTCF VP FINANCE & ADMINISTRATION
- Total calculated
- $194,582
- From this org
- $0
- From related orgs
- $154,964
- Other
- $39,618
- Hours/week
- 2.5 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $154,235 related
- Bonus
- $0
- Other
- $0 + $729 related
- Deferred
- $0 + $10,710 related
- Nontaxable benefits
- $0 + $28,908 related
- Filer's total
- $0 + $194,582 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
- THE ORGANIZATION'S PRESIDENT/CEO IS COMPENSATED BY A RELATED ORGANIZATION, BERKSHIRE TACONIC COMMUNITY FOUNDATION, INC. (BTCF). THE EXECUTIVE COMMITTEE OF BTCF EVALUATES COMPARATIVE DATA, AND EVERY THREE TO FIVE YEARS A COMPENSATION STUDY IS COMPLETED. THE BOARD OF BTCF APPROVES THE COMPENSATION BUDGET EACH YEAR.
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
No itemized grants to organizations 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.
-
BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
501(C)(3) · COMMUNITY FOUNDATION · CT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423209349328802
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