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Paychex Charitable Foundation INC EIN 46-5691719 Form 990 (PDF) Claim this org

Paychex Charitable Foundation INC

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A private foundation based in Rochester, NY. It reported about $971K in revenue for 2024. For fiscal year 2025 it reported $971K in revenue, $2.6M in expenses, and $19.3M in net assets.Pt I

Type
Private foundation / grantmaker · Education
Location
Rochester, NY
Filings
5 on file (2021–2025)
Revenue
$971KFY2025
Expenses
$2.6M
Net assets
$19.3M
People
5
Filings
5
Updates
0
More identity details & actions ⌄
EIN  46-5691719 Private foundation / grantmaker Rochester, NY
Form 990 (PDF)
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Size
$100K–1M
What they do
A private foundation based in Rochester, NY. It reported about $971K in revenue for 2024.
Leadership
John Gibson · President
Money in and out
$971K revenue, $2.6M expenses
Bottom line
—
Grants paid & assets · FY2025
Total revenue
$971K
Pt VIII · Ln 12
Total expenses
$2.6M
Pt IX · Ln 25
Net assets
$19.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$1.6M
Total assets
18.3M
deployed as grants and operations
Grants paid
2.6M
in FY2025
Grants made
121grants
total in period
Payout rate
14%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 121 grants · $2.6M · 2024–2024
United Way of Greater CincinnatiOH · FY2024$350,000
United Way of Greater RochesterFY2024$350,000
Junior Achievement USAFY2024$250,000
Feeding AmericaIL · FY2024$250,000
Mental Health America INCFY2024$250,000
National Urban League INCNY · FY2024$250,000
Greater Rochester Chamber FoundationFY2024$200,000
Junior AchievementFY2024$50,000
Golisano Autism Center INCNY · FY2024$50,000
Golisano Children's HospitalFY2024$25,000
Hillside Work Scholarship ConnectionNY · FY2024$25,000
American Red Cross - Western New York RegionFY2024$25,000
Imagination Playground INCNY · FY2024$25,000
Habitat for HumanityFY2024$25,000
American Red CrossFY2024$25,000
Amercian Red CrossFY2024$25,000
American Foundation for Suicide PreventionFY2024$20,000
Junior AchievementFY2024$15,000
See all 121 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV57
Average grantPart XV$21K
Median grantPart XV$4K
Largest grantPart XV$350K
Top cause focusNTEEHuman Services (8%)

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$971K
FY2025
Expenses
$2.6M
FY2025▲ +8%
Total assets
$18.3M
FY2025▼ -11%
Total liabilities
$0
FY2025
Total revenue
$971K
Pt VIII · Ln 12
Total expenses
$2.6M
Pt IX · Ln 25
Net assets
$19.3M
Pt X · Ln 32
Total assetsPt II$18.3M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CPaychex Charitable Foundation INC
EINHdr · item D46-5691719
Principal addressHdr · item CRochester, NY
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MNY
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B82)
Ruling yearIRS BMFJan 2015

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
John Gibson
President
$0Pt VII · Sec A
Robert Schrader
Vice President/Treasurer
$0Pt VII · Sec A
Sipi Bhandari
Vice President/Secretary
$0Pt VII · Sec A
Lisa Fleming
Executive Director
$0Pt VII · Sec A
Will Ueland
Tax Officer
$0Pt VII · Sec A
See Paychex Charitable Foundation INC executive salaries →

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Statement of Revenue

Part VIII
Investment income100%$971K
Total revenueLn 12$971K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.99 Operating & administrative $0.01
Grants & contributions paid99%$2.6M
Operating & administrative1%$30K
Total functional expensesLn 25$2.6M

Balance Sheet

Part X · end of year
CashLn 1$1.7M
Total assetsLn 16$18.3M
Total liabilitiesLn 26$0
Total net assetsLn 32$19.3M
Months of cash on handcomputed7.8

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $18.3M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $971K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $971K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $971K · Prior year $0
Prior-year revenue below floor — showing dollar change
Revenue CAGR
FY2020 $7.0M · FY2024 $971K
-39%
Net-asset trend (YoY)
End of year $19.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $971K · Expenses $2.6M
-167%
Liabilities-to-Assets
Total liabilities — · Total assets $18.3M
—
Net-asset ratio
Net assets $19.3M · Total assets $18.3M
105%
People & payroll
Highest Reported Total Compensation
Individual John Gibson · Reported title President · Highest reported compensation $0 · Total expenses $2.6M
0%
Personnel share
not reported

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown. Peer cohort: .

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$971K revenue · viewing · ⤓ 990 PDF
FY2024$0 revenue · ⤓ 990 PDF
FY2023$5.0M revenue · ⤓ 990 PDF
FY2022$10.0M revenue · ⤓ 990 PDF
FY2021$7.0M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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