THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC

EIN 156016932 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$57.36M
at fiscal year end
Grants out
$3.92M
from DAF accounts
Contributions in
$2.88M
received into DAFs
Payout rate
6.8%
median is 12.5%
Accounts
143
funds held at year end
Average account
$401K
assets per fund

At 6.8%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$53.9M
FY2019
$55.8M
FY2020
$61.2M
FY2021
$51.6M
FY2022
$57.4M
FY2023

Grants paid by year

$4.0M
FY2019
$5.8M
FY2020
$4.3M
FY2021
$4.9M
FY2022
$3.9M
FY2023

A missing year means no return for that year has been released yet, not that the organization was inactive. Years marked fall in the 2020–21 pandemic giving surge, when contributions into donor-advised funds rose sharply across the sector; treat them as an unusual period rather than a baseline.

Grant disclosure

Itemized 847 grant lines totalling $41.8M across 2019–2024 — $49K per line.

$1.1M of this sponsor’s grants went to other DAF sponsors — 3% of its itemized grantmaking. Money moved between sponsors is reported as a grant, but it has not yet reached a working charity. This total counts only organizations whose donor-advised fund program is their primary activity, so grants to universities and hospitals that happen to run a DAF on the side are excluded.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
Mohawk Valley Health System FoundationEIN 223078768 NY$3.2M
Stevens-Swan-Humane-SocietyEIN 150551485 NY$2.5M
Notre Dame Jrsr High SchoolEIN 371737341 NY$1.2M
IcanEIN 161541078 NY$1.1M
Town Of TrentonEIN 156001165 NY$833K
Utica CollegeEIN 161476258 NY$793K
Young Mens Christian AssociationEIN 150532273 NY$790K
Center For Family Life And Recovery IncEIN 274295905 NY$764K
Arc HerkimerEIN 160973231 NY$744K
Arts Guild Of Old Forge IncEIN 161001728 NY$740K
Utica Dollars For ScholarsEIN 411795701 NY$720K
Johnson Park CenterEIN 161498400 NY$703K
Suny At BuffaloEIN 161514621 NY$700K
Community Foundation Of Otsego County Inc runs a DAF programEIN 842243769 NY$591K
Mohawk Valley Community College Foundation IncEIN 166071031 NY$574K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2023, via the National Center for Charitable Statistics. Payout rate is DAF grants divided by DAF assets at year end. Recipient totals combine tax years 2019–2024 where filings are available. IRS release and parsing lag means recent years are incomplete for many organizations — NCCS advises treating the most recent year in the panel as partial.