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Nonprofiteer
← CAMPHILL VILLAGE COPAKE FOUNDATIONINC

Form 990 for tax year 2023

Filed by CAMPHILL VILLAGE COPAKE FOUNDATIONINC.

Totals

Total revenue
$3,303,692
Total expenses
$2,820,874
Contributions and grants received
$1,043,353
Grants paid
$2,336,600
Program service revenue
$0
Investment income
$2,260,339
Other revenue
$0
Total assets, end of year
$81,134,231
Total liabilities, end of year
$8,853,508
Net assets or fund balances, end of year
$72,280,723
Program services expenses (Part IX)
$2,336,600
Management and general expenses
$479,412
Fundraising expenses
$4,862
Program service expenses (Part III)
$2,336,600

Program services were 82.8% 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

    $1,043,353

  • 1g · Noncash contributions included above

    $1,027,644

  • 3 · Investment income

    total $1,515,577 · excluded $1,515,577

  • 7a · Gross sales of assets other than inventory

    securities $8,199,808

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

    securities $7,455,046

  • 7c · Gain or loss

    securities $744,762

  • 7d · Net gain or loss

    total $744,762 · excluded $744,762

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,336,600 · program services $2,336,600

  • 11c · Fees: accounting

    total $26,949 · management and general $26,949

  • 11f · Fees: investment management

    total $382,991 · management and general $382,991

  • 13 · Office expenses

    total $5 · management and general $5

  • 17 · Travel

    total $509 · management and general $509

  • 20 · Interest

    total $60,522 · management and general $60,522

  • 23 · Insurance

    total $8,368 · management and general $8,368

  • 24a · Other expenses: DEVELOPMENT EXPENSE

    total $4,862 · fundraising $4,862

  • 24b · Other expenses: MISC.

    total $68 · management and general $68

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $705,260 · end of year $3,139,593

  • 7 · Other notes and loans receivable

    beginning of year $411,505 · end of year $409,091

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,955 · end of year $11,556

  • 11 · Investments: publicly traded securities

    beginning of year $67,698,404 · end of year $76,372,112

  • 12 · Investments: other securities

    beginning of year $1,387,248 · end of year $1,201,879

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,976 · end of year $28,500

  • 23 · Secured mortgages and notes payable

    beginning of year $2,307,999 · end of year $1,849,554

  • 25 · Other liabilities

    beginning of year $3,749,279 · end of year $6,975,454

  • 27 · Net assets without donor restrictions

    beginning of year $64,109,118 · end of year $72,280,723

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

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.

  • TO PROVIDE SUPPORT FOR THE GOAL AND PURPOSES OF CAMPHILL VILLAGE USA, INC. AND ITS INITIATIVES.

    Expenses $2,336,600 · Grants $2,336,600

As filed on the 2023 return.

Listed in Part VII

  • Lia Babitch

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • Jan Berman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joel Cohen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Louis Cooper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Roman Gerhard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • Kerst De Jong

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • Bruce Kraus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • David Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Vogt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter Kornman

    NON-VOTING ADVISOR

    Total calculated
    $0
    Hours/week
    0

  • William Kolberg

    CFO / TREASURER

    Total calculated
    $173,700
    From this org
    $0
    From related orgs
    $157,495
    Other
    $16,205
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,995 related
    Bonus
    $0 + $500 related
    Other
    $0
    Deferred
    $0 + $4,725 related
    Nontaxable benefits
    $0 + $11,480 related
    Filer's total
    $0 + $173,700 related

  • David Clark

    ASSISTANT TREASURER

    Total calculated
    $80,484
    From this org
    $0
    From related orgs
    $71,669
    Other
    $8,815
    Hours/week
    5 + 35 related

  • Nancy O'Leary

    DEVELOPMENT DIRECTOR

    Total calculated
    $160,631
    From this org
    $0
    From related orgs
    $139,179
    Other
    $21,452
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,179 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $2,530 related
    Nontaxable benefits
    $0 + $18,922 related
    Filer's total
    $0 + $160,631 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

  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 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
APPROVAL OF COMPENSATION IS OBTAINED VIA A WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD.
PART I, LINE 4A:
NANCY O'LEARY - SEVERANCE $64,837

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CVCF COLCHESTER LLC

    REAL ESTATE · VT

    Directly controlled by CAMPHILL VILLAGE COPAKE FOUNDATION INC

  • CVCF RHINEBECK LLC

    REAL ESTATE · NY

    Directly controlled by CAMPHILL VILLAGE COPAKE FOUNDATION INC

Provenance

Return type
form_990
Tax year
2023
Filed
5 September 2024
IRS schema version
2023v5.1
Source object
202412539349300636

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