Governance & Financials

The Foundation is governed by a five-member board of trustees, including our corporate trustee, Bank of America/U.S. Trust. The trustees are responsible for overseeing the Foundation’s mission, strategic direction, finances and policies in order to maximize philanthropic activities. Individual trustees volunteer their time and effort to the Foundation.

Careful stewardship of the Foundation’s assets is crucial to our mission. The Foundation’s finances are monitored by our Finance Committee which is currently chaired by Trustee Miner Crary in tandem with Trustees Stephen Richmond and Susan Iuliano.

The Finance Committee works with our Bank of America/U.S. Trust investment manager to monitor allocations and review investment returns.

Our auditor, AAFCPAs, performs an annual Financial Review. A full audit is undertaken every fifth year.

Tax ID: 04-6037026


2016 990PF

2016 Financial Statements

2015 990PF

2015 Financial Statements

Conflict of Interest Policy – Approved 12.12.13

Updated 1/30/18