Nonprofit · EIN 16-6028421
CHAUTAUQUA FOUNDATION INC
Tax-exempt · CHAUTAUQUA, NY 14722
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $15,997,680 | $6,453,479 | $9,544,201 | $152,826,824 | $789,470 | $152,037,354 |
| December 31, 2023 | 990 | $16,411,291 | $6,811,218 | $9,600,073 | $136,968,818 | $889,423 | $136,079,395 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,173,183
- Program service revenue
- $0
- Investment income
- $8,821,066
- Net gain from sales of assets
- $6,379,726
- Other revenue
- $3,431
Expenses
- Grants and similar amounts paid
- $5,255,638
- Compensation of officers, directors and key employees
- $215,266
- Other salaries and wages
- $72,385
- Salaries, compensation and benefits (total)
- $373,779
- Professional fundraising fees
- $0
- Legal fees
- $13,456
- Accounting fees
- $27,700
- Travel
- $39,291
- Depreciation
- $2,422
- Program services (functional)
- $5,255,638
- Management and general (functional)
- $1,197,841
Balance sheet and other
- Total assets, start of year
- $136,968,818
- Total assets, end of year
- $152,826,824
- Total liabilities, end of year
- $789,470
- Net assets, end of year
- $152,037,354
- Land, buildings and equipment
- $15,154
- Publicly traded securities
- $85,700,459
- Net assets without donor restrictions
- $8,673,858
- Net assets with donor restrictions
- $143,363,496
- Gross unrelated business income
- $3,431
- Gross receipts
- $26,038,921
- Employees
- 3
- Volunteers
- 20
- Year formed
- 1937
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL E HILL | DIRECTOR Trustee or director | 3 | $0 | $416,195 | $56,764 |
| DEBORAH E MOORE CPA | EXECUTIVE DIRECTOR Officer | 40 | $152,421 | $0 | $15,362 |
| KIMBERLY ROWE THRU 1124 | CORPORATE SECRETARY Officer | 40 | $57,135 | $0 | $19,471 |
| M TIMOTHY RENJILIAN | CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| CRAIG MARTHINSEN | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| SHEILA SCHROEDER | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| GEORGE T SNYDER | DIRECTOR/SECRETARY (BEGAN 11/24) Trustee or director, Officer | 3 | $0 | $0 | $0 |
| BRETT ALTMAN | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| DAVID ANDERSON | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| BETSY BECHTOLT-MAGLEY | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| STACEY M BERGER | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| SUSAN BOSLAND | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| ANDREW L CAMDEN | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| BERT CLARK | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| ERROLL B DAVIS JR | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES M DENTON | DIRECTOR Trustee or director | 3 | $0 |
| CHARLES S GAMBLE ENDED 824 | DIRECTOR Trustee or director | 3 | $0 |
| TERRANCE N HORNER BEGAN 824 | DIRECTOR Trustee or director | 3 | $0 |
| NANCY E KYLER | DIRECTOR Trustee or director | 3 | $0 |
| CANDY MAXWELL | DIRECTOR Trustee or director | 3 | $0 |
| ANNE ODLAND | DIRECTOR Trustee or director | 3 | $0 |
| RICHARD OSBORNE | DIRECTOR Trustee or director | 3 | $0 |
| ANNE HOYT-SCAVONE | DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL E HILL | DIRECTOR Trustee or director | 3 | $0 | $406,324 | $52,636 |
| DEBORAH E MOORE CPA | EXECUTIVE DIRECTOR Officer | 40 | $145,040 | $0 | $14,725 |
| KIMBERLY ROWE | CORPORATE SECRETARY Officer | 40 | $50,871 | $0 | $17,789 |
| M TIMOTHY RENJILIAN | CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| CRAIG MARTHINSEN | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| SHEILA SCHROEDER | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| BRETT ALTMAN | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| DAVID ANDERSON | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| STACEY M BERGER | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| SUSAN BOSLAND | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| ANDREW L CAMDEN | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| G BERT CLARK BEG 82023 | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| ERROLL B DAVIS JR | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| CHARLES M DENTON | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| CHARLES S GAMBLE | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| NANCY E KYLER | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| BETSY BECHTOLT-MAGLEY | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| CANDY MAXWELL | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| ANNE ODLAND | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| RICHARD OSBORNE | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| ANNE HOYT-SCAVONE | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| GEORGE T SNYDER | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| STEPHEN ZENCZAK THRU 82023 | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 28, CHAUTAUQUA, NY 14722-0028
- Principal officer (990 for 2024)
- DEBORAH E MOORE CPA, PO BOX 28, CHAUTAUQUA, NY 14722
- Signed the 990
- DEBORAH E MOORE CPA, EXECUTIVE DIRECTOR
- Phone
- (716) 357-6220
- Return prepared by
- LUMSDEN & MCCORMICK LLP
Mission
THE CHAUTAUQUA FOUNDATION, INC. EXISTS TO SUPPORT THE LONG-TERM SUSTAINABILITY OF CHAUTAUQUA INSTITUTION WITH A PARTICULAR FOCUS ON THE PRESERVATION, THE APPROPRIATE USE, AND THE GROWTH OF ENDOWMENT FUNDS.
Program accomplishments
- DISTRIBUTIONS TO CHAUTAUQUA INSTITUTION FOR OPERATING AND CAPITAL EXPENSES.Expenses $5,255,638 · grants $5,255,638
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 16-6028421
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1938
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $152,826,824
- Income (IRS master file)
- $26,038,921
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $15,997,680 | $6,453,479 | $152,826,824 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $16,411,291 | $6,811,218 | $136,968,818 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $6,591,064 | $5,448,227 | $119,122,696 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-6028421).
Questions about CHAUTAUQUA FOUNDATION INC
- What is the EIN of CHAUTAUQUA FOUNDATION INC?
- The employer identification number (EIN) of CHAUTAUQUA FOUNDATION INC is 16-6028421.
- Is CHAUTAUQUA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
- Are donations to CHAUTAUQUA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHAUTAUQUA FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHAUTAUQUA FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHAUTAUQUA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CHAUTAUQUA FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names DEBORAH E MOORE CPA.
- Who are the officers and directors of CHAUTAUQUA FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 23 people; 2 received compensation from the organization.
- How much revenue does CHAUTAUQUA FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $15,997,680, expenses of $6,453,479 and total assets of $152,826,824 at year end.
Other nonprofits in CHAUTAUQUA
- CHAUTAUQUA INSTITUTION EIN 16-0758844 · last filed 990 for 2024
- INTERNATIONAL ORDER OF THE KINGS DAUGHTERS AND SONS EIN 13-1655243 · last filed 990 for 2025
- THE PRESBYTERIAN ASSOCIATION OF CHA UTAUQUA NEW YORK EIN 16-0757760 · last filed 990 for 2025
- ECUMENICAL COMMUNITY OF CHAUTAUQUA INC EIN 01-0794788 · last filed 990 for 2025
- CHAUTAUQUA WOMENS CLUB INC EIN 16-6037537 · last filed 990 for 2025
- DIVERSE CHAUTAUQUA INC EIN 46-3690409 · last filed 990 for 2024
- CHAUTAUQUA CATHOLIC COMMUNITY INC EIN 22-3221614 · last filed 990 for 2025
- THE ALUMNI ASSOCIATION OF THE CHAUTAUQUA LITERARY AND SCIENTIFIC EIN 16-1108173 · last filed 990-EZ for 2024
All nonprofits in CHAUTAUQUA · New York · Philanthropy, voluntarism and grantmaking foundations