2022-12-21T12:12:36-06:00 2022-06-30 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2021-07-01 237026859 COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY INC COMM 8454523077 25 VAN WAGNER ROAD POUGHKEEPSIE NY 12603 SALLY J CROSS PRESIDENT & CEO 8454523077 2022-12-21 1 SALLY CROSS XXX-XX-XXXX EVA MRUK P00543254 9143818900 2022-12-16 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SEE SCHEDULE O SALLY J CROSS 25 VAN WAGNER ROAD POUGHKEEPSIE NY 12603 32118532 0 X WWW.COMMUNITYFOUNDATIONSHV.ORG X 1969 NY THE FOUNDATIONS' MOST SIGNIFICANT ACTIVITIES FOR THE 2022 FISCAL YEAR WERE TO HOLD DONOR FUNDS, INVEST THEM PRUDENTLY, AND MAKE GRANT DISTRIBUTIONS TO NONPROFITS FOR CHARITABLE PURPOSES. OUR THREE MAIN PROGRAM AREAS ARE AS FOLLOWS: GRANTMAKING, DONOR RELATIONS, AND NONPROFIT TECHNICAL ASSISTANCE. 21 20 11 265 0 0 26939807 15943712 78825 90632 5212604 4579763 618 -6685 32231854 20607422 10753681 15924711 0 0 863865 857677 0 0 34630 805385 1375993 12422931 18158381 19808923 2449041 108100585 96104226 12198115 10226195 95902470 85878031 THE COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY DELIVERS COMMUNITY AND PHILANTHROPIC LEADERSHIP TO INSPIRE AND CELEBRATE LOCAL CHARITABLE GIVING AND CIVIC ENGAGEMENT. 0 0 16763530 15924711 90632 GRANT-MAKING: GRANTS FROM CHARITABLE FUNDS TO MEET COMMUNITY NEEDS AND IN KEEPING WITH DONORS' INTENT. DURING 2022, NEARLY $16 MILLION DOLLARS WAS GRANTED FOR HEALTH AND HUMAN SERVICES, ARTS AND CULTURE, COMMUNITY, EDUCATION, ANIMAL WELFARE, AND FAITH-BASED ORGANIZATIONS' CHARITABLE ACTIVITIES. 500348 0 0 DONOR RELATIONS: WORKING WITH DONORS TO CONNECT THEM TO THE CAUSES THEY CARE ABOUT MOST. INTRODUCING DONORS TO PROGRAMS AND AGENCIES THAT MATCH THEIR CHARITABLE INTERESTS. ACTIVITIES INCLUDE RESEARCH AND WORKSHOPS, HELPING DONORS ESTABLISH FUNDS AND LEGACY PLANS, AND ANSWERING QUESTIONS ABOUT CHARITABLE GIVING. 132445 0 0 NONPROFIT TECHNICAL ASSISTANCE: OFFERING SEMINARS, BOARD AND STAFF GUIDANCE ABOUT MANAGING NONPROFITS INCLUDING BOARD GOVERNANCE, FINANCIAL MANAGEMENT, COMPLIANCE, USING DATA TO IMPROVE PROGRAMS AND FUNDRAISING, ENDOWMENT, CREATING AND IMPLEMENTING PLANNED GIVING PROGRAMS, AND GRANT-WRITING. 17396323 1 1 0 1 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 X 64 0 11 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X X DARCY KELLY 8454523077 25 VAN WAGNER ROAD POUGHKEEPSIE NY 12603 BRENDA K SANTORO CPA CHAIR 4.00 X X 0 0 0 WILLIAM A BRENNER CPA VICE CHAIR, FINANCE / TREASURER 4.00 X X 0 0 0 CHARLES SIMON 1ST VICE CHAIR 4.00 X X 0 0 0 STEVEN R TINKELMAN AIA VICE CHAIR 4.00 X X 0 0 0 MYRNA SAMETH VICE CHAIR 4.00 X X 0 0 0 LINDA B CLARKE VICE CHAIR 4.00 X X 0 0 0 ROBERT J COTTER VICE CHAIR 4.00 X X 0 0 0 ELEANOR CHARWAT SECRETARY 4.00 X X 0 0 0 AZIZ AHSAN ESQ TRUSTEE 1.00 X 0 0 0 DARRELYN BRENNAN TRUSTEE 1.00 X 0 0 0 YU-SHIN CHEN TRUSTEE 1.00 X 0 0 0 CHARLES A FRENI JR TRUSTEE 1.00 X 0 0 0 KEVIN HAMILTON TRUSTEE 1.00 X 0 0 0 ASHLEY KNOX MPS TRUSTEE 1.00 X 0 0 0 WESLEY J LEE TRUSTEE 1.00 X 0 0 0 CORA MALLORY-DAVIS TRUSTEE 1.00 X 0 0 0 MELISSA MANNA-WILLIAMS ESQ TRUSTEE 1.00 X 0 0 0 THOMAS J MURPHY TRUSTEE 1.00 X 0 0 0 DARLENE L PFEIFFER TRUSTEE, THRU SEPT 15, 2021 1.00 X 0 0 0 NATHANIEL S PRENTICE TRUSTEE 1.00 X 0 0 0 REBECCA REYNOLDS CPA TRUSTEE 1.00 X 0 0 0 ANITA RICE TRUSTEE 1.00 X 0 0 0 SALLY J CROSS CFRE PRESIDENT & CEO 40.00 X 152532 0 6110 DARCY KELLY CFO 40.00 X 89203 0 14769 241735 0 20879 1 0 1 0 0 4035 15939677 2724370 15943712 ADMINISTRATIVE SERVICE FEES 561000 90632 90632 90632 1770035 1770035 14310878 11501150 2809728 2809728 2809728 3275 4035 9960 -6685 -6685 20607422 90632 0 4573078 15588725 15588725 335986 335986 264965 110064 150210 4691 455712 321569 117671 16472 10146 7231 2542 373 64220 46112 15793 2315 62634 36945 23872 1817 34000 34000 4500 4500 170540 170540 205815 131500 74315 37135 36563 441 131 70072 38175 31076 821 88320 48504 38590 1226 100813 62504 36293 2016 3519 3465 42 12 6744 1950 129 4665 4531 2809 1631 91 9998 9998 PROGRAM INITIATIVES 624221 624221 MOVING EXPENSES 15785 15785 18158381 17396323 727428 34630 299481 225219 23748757 14847124 122522 160078 31781 61027 78450 49273 7883 29177 83541671 80409542 308873 332442 39617 39617 108100585 96104226 36295 118293 1858984 746356 500 0 10302336 9361546 12198115 10226195 X 95643914 85620589 258556 257442 95902470 85878031 108100585 96104226 X 2449041 -12471538 -1942 X X 0 1 X 1 0 X 19424900 30386593 13949582 26939807 15943712 106644594 19424900 30386593 13949582 26939807 15943712 106644594 64370246 42274348 1968431 2272325 1415429 1394575 1770035 8820795 618 618 115466007 398437 0.36610 0.37040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 618. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4500 4500 0 0 0 PART II-B, LINE 1: CFHV PAID A LOBBYING FIRM $4,500 FOR LOBBYING SERVICES DURING FISCAL YEAR 2022. CFHV PARTNERS WITH OTHER COMMUNITY FOUNDATIONS TO RAISE AWARENESS ABOUT THE ACTIVITIES AND VALUE OF COMMUNITY FOUNDATIONS NATIONALLY. 177 290 12038413 4220865 14430543 2648246 36065814 41331529 1 1 0 1 X 55228355 1398404 -7464216 1878576 452872 46831095 42735076 1361016 13388312 1525319 730730 55228355 42156876 4086210 -1275113 1412942 819955 42735076 41899404 1130735 1026903 1425756 474410 42156876 38606214 2127661 2778718 1145321 467868 41899404 0.99450 0.00000 0.00550 0 0 78450 49273 29177 29177 X 8118156 -12471538 142852 9960 -12318726 20436882 170540 170540 20607422 18141481 142852 10788 153640 17987841 170540 170540 18158381 PART IV, LINE 2B: AGENCY FUNDS REPRESENT ASSETS HELD FOR INVESTMENTS ON BEHALF OF OTHER UNRELATED ORGANIZATIONS. BECAUSE THE FUNDS ARE CUSTODIAL AND POOLED AND INVESTED ALONG WITH THE FOUNDATIONS' INVESTMENTS ON BEHALF OF SUCH ORGANIZATIONS, A LIABILITY IS RECORDED EQUAL TO THE UNDERLYING ASSETS. THE ADDITIONS, EXPENSES, GAINS, AND LOSSES ARE NOT REPORTED IN THE STATEMENT OF ACTIVITIES. PART V, LINE 4: THE FOUNDATION MAINTAINS VARIOUS DONOR-DESIGNATED ENDOWMENT FUNDS AND BOARD DESIGNATED ENDOWMENT FUNDS WHOSE PURPOSE IS TO PROVIDE LONG TERM SUPPORT FOR ITS CHARITABLE PROGRAMS AND OPERATIONS. AS REQUIRED BY U.S. GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE FOUNDATIONS RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATIONS HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION AND/OR DISCLOSURE. THE FOUNDATIONS IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED IN PART VIII, LINE 8B 9,960. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET 828. SPECIAL EVENT EXPENSES REPORTED IN PART VIII, LINE 8B 9,960. 1 ACTION AGAINST HUNGER USA ONE WHITEHALL STREET NEW YORK NY 10004 133327220 501(C)(3) 100000 0 PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF ADELANTE STUDENT VOICES PO BOX 3023 POUGHKEEPSIE NY 12603 862628804 501(C)(3) 6000 0 HUMAN SERVICES AJ WILLIAMS-MYERS AFRICAN ROOTS CENTER PO BOX 2203 KINGSTON NY 12401 371793041 501(C)(3) 7000 0 ARTS, CULTURE & HUMANITIES AKINDALE REHABILITATION & LAND CONSERVATION FUND 323 QUAKER HILL ROAD PAWLING NY 12564 201822473 501(C)(3) 24161 0 ANIMAL-RELATED AMERICAN CANCER SOCIETY - HUDSON VALLEY REGION 132 WEST 32ND STREET NEW YORK NY 10001 131788491 501(C)(3) 12335 0 HEALTH CARE AMERICAN CONSERVATIVE UNION FOUNDATION 1199 NORTH FAIRFAX STREET SUITE 500 ALEXANDRIA VA 22314 521294680 501(C)(3) 9449 0 PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATION AMERICAN JEWISH WORLD SERVICE INC 45 W 36TH STREET 11TH FL NEW YORK NY 10018 222584370 501(C)(3) 15000 0 INTERNATIONAL, FOREIGN AFFAIRS & NATIONAL SECURITY AMERICAN RED CROSS OF THE MID-HUDSON VALLEY 33 EVERETT ROAD ALBANY NY 12205 530196605 501(C)(3) 13288 0 HEALTH CARE ANIMAL RESCUE FOUNDATION INC PO BOX 1129 BEACON NY 12508 141730869 501(C)(3) 8282 0 ANIMAL-RELATED BARDAVON 1869 OPERA HOUSE INC 35 MARKET STREET POUGHKEEPSIE NY 12601 141585490 501(C)(3) 65970 0 ARTS, CULTURE & HUMANITIES BASILICA ARTS 110 S FRONT STREET HUDSON NY 12534 364791870 501(C)(3) 15000 0 ARTS, CULTURE & HUMANITIES BEACON HEBREW ALLIANCE 331 VERPLANCK AVENUE BEACON NY 125080007 146039468 501(C)(3) 44847 0 RELIGION-RELATED BEATRIX FARRAND GARDEN ASSOCIATION INC PO BOX 315 HYDE PARK NY 12538 141790995 501(C)(3) 25120 0 ARTS, CULTURE & HUMANITIES BOY SCOUTS OF AMERICA - HUDSON VALLEY COUNCIL 6 JEANNE DRIVE NEWBURGH NY 12550 221576300 501(C)(3) 9714 0 RECREATION & SPORTS CANCER SUPPORT TEAM INC 2900 WESTCHESTER AVENUE SUITE 103 PURCHASE NY 10577 132938964 501(C)(3) 7500 0 HEALTH CARE CAPUCHIN FRANCISCANS PROVINCE OF ST MARY 110 SHONNARD PLACE YONKERS NY 107032226 056008676 501(C)(3) 8518 0 RELIGION-RELATED CARY INSTITUTE OF ECOSYSTEM STUDIES 2801 SHARON TURNPIKE MILLBROOK NY 12545 223232968 501(C)(3) 5702 0 ENVIRONMENT CASA DE DIOS Y PUERTA DEL CIELO HOUSE OF GOD AND DOORS TO HEAVEN 1608 ROUTE 9G HYDE PARK NY 12538 465748582 501(C)(3) 18000 0 FOOD, AGRICULTURE & NUTRITION CENTER FOR GOVERNMENTAL RESEARCH 1 SOUTH WASHINGTON STREET SUITE 400 ROCHESTER NY 146141135 160754774 501(C)(3) 10800 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING CENTER FOR SPECTRUM SERVICES 70 KUKUK LANE KINGSTON NY 12401 141604884 501(C)(3) 6296 0 EDUCATION CHARITY NAVIGATOR 139 HARRISTOWN ROAD SUITE 101 GLEN ROCK NJ 07452 134148824 501(C)(3) 15000 0 PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATION CHESTER AGRICULTURAL CENTER INC 168 MEADOW AVENUE CHESTER NY 10918 832899262 501(C)(3) 15000 0 FOOD, AGRICULTURE & NUTRITION CHILDREN'S HOME OF POUGHKEEPSIE 10 CHILDRENS WAY POUGHKEEPSIE NY 126011437 141364662 501(C)(3) 25873 0 YOUTH DEVELOPMENT CHRIST EPISCOPAL CHURCH 20 CARROLL STREET POUGHKEEPSIE NY 12601 141416683 501(C)(3) 14300 0 YOUTH DEVELOPMENT CHRIST THE KING EPISCOPAL CHURCH 3021 ROUTE 213 EAST STONE RIDGE NY 12484 311629166 501(C)(3) 6000 0 RELIGION-RELATED CHURCH OF ST MARY-ST JOSEPH AND OUR LADY OF MT CARMEL 231 CHURCH STREET POUGHKEEPSIE NY 12601 141340116 501(C)(3) 14983 0 RELIGION-RELATED CLINTON COMMUNITY LIBRARY 1215 CENTRE ROAD RHINEBECK NY 12572 141699640 IRC 115 28000 0 ARTS, CULTURE & HUMANITIES COLUMBIA COUNTY HEALTH CARE CONSORTIUM INC 325 COLUMBIA STREET HUDSON NY 12534 141802680 501(C)(3) 25000 0 HEALTH CARE COLUMBIA LAND CONSERVANCY INC 49 MAIN STREET CHATHAM NY 12037 222757332 501(C)(3) 12000 0 ENVIRONMENT COLUMBIA UNIVERSITY 622 W 113TH ST MC 4518 NEW YORK NY 10025 135598093 501(C)(3) 6500 0 EDUCATION COMMON GROUND FARM PO BOX 148 BEACON NY 12508 010574675 501(C)(3) 31000 0 FOOD, AGRICULTURE & NUTRITION COMMUNITY ACTION PARTNERSHIP FOR DUTCHESS COUNTY INC 77 CANNON STREET POUGHKEEPSIE NY 12601 141611857 501(C)(3) 8894 0 HUMAN SERVICES COMMUNITY FAMILY DEVELOPMENT INC 269 MILL STREET POUGHKEEPSIE NY 12601 141779480 501(C)(3) 5800 0 YOUTH DEVELOPMENT COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC 4 NORTHRIDGE DRIVE SUITE A HILTON HEAD SC 29926 570756987 501(C)(3) 10000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING COMMUNITY MATTERS 2 322 MILL STREET POUGHKEEPSIE NY 12601 832202540 501(C)(3) 10500 0 YOUTH DEVELOPMENT CORNELL COOPERATIVE EXTENSION DUTCHESS COUNTY 2715 RT 44 SUITE 1 MILLBROOK NY 125455510 146036882 501(C)(3) 14929 0 YOUTH DEVELOPMENT CORNELL COOPERATIVE EXTENSION ORANGE COUNTY 18 SEWARD AVENUE SUITE 300 MIDDLETOWN NY 10940 146036889 501(C)(3) 12500 0 FOOD, AGRICULTURE & NUTRITION COUNTY OF ULSTER 244 FAIR STREET KINGSTON NY 12402 146002575 IRC 115 589019 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING CULTURECONNECT PO BOX 590 RHINEBECK NY 12572 161516523 501(C)(3) 8310 0 ARTS, CULTURE & HUMANITIES DAVIDSON COLLEGE PO BOX 7170 DAVIDSON NC 280357171 560529961 501(C)(3) 15000 0 PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATION DOCTORS WITHOUT BORDERS USA PO BOX 5030 HAGERSTOWN MD 217415030 133433452 501(C)(3) 8900 0 HEALTH CARE DOVER MIDDLE SCHOOL 2368 ROUTE 22 DOVER PLAINS NY 12522 146001407 501(C)(3) 6500 0 EDUCATION DUTCHESS COMMUNITY COLLEGE FOUNDATION INC 53 PENDELL ROAD POUGHKEEPSIE NY 126011512 222484101 501(C)(3) 13550 0 EDUCATION DUTCHESS COUNTY HISTORICAL SOCIETY PO BOX 88 POUGHKEEPSIE NY 126020088 141505142 501(C)(3) 15088 0 ARTS, CULTURE & HUMANITIES DUTCHESS COUNTY INTERFAITH COUNCIL INC 9 VASSAR STREET POUGHKEEPSIE NY 12601 141547417 501(C)(3) 9000 0 HUMAN SERVICES DUTCHESS COUNTY SPCA 636 VIOLET AVENUE HYDE PARK NY 12538 141340058 501(C)(3) 31158 0 ANIMAL-RELATED DUTCHESS OUTREACH 29 N HAMILTON ST STE 223 POUGHKEEPSIE NY 126012541 222339537 501(C)(3) 100655 0 FOOD, AGRICULTURE & NUTRITION ECOLOGICAL CITIZEN'S PROJECT PO BOX 24 GARRISON NY 10524 812903289 501(C)(3) 8000 0 ENVIRONMENT ENJOYRHINEBECK PO BOX 384 RHINEBECK NY 12572 274435413 501(C)(3) 14200 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING ENVIRONMENTAL ADVOCATES OF NEW YORK INC 353 HAMILTON STREET ALBANY NY 12210 222360736 501(C)(3) 10000 0 ENVIRONMENT FAMILY OF WOODSTOCK INC 39 JOHN STREET KINGSTON NY 12402 141537663 501(C)(3) 48044 0 FOOD, AGRICULTURE & NUTRITION FAMILY SERVICES 29 N HAMILTON STREET 109 POUGHKEEPSIE NY 12601 141338399 501(C)(3) 21750 0 YOUTH DEVELOPMENT FAREGROUND COMMUNITY KITCHEN INC PO BOX 615 BEACON NY 12508 461049590 501(C)(3) 14100 0 FOOD, AGRICULTURE & NUTRITION FLY FISHING COLLABORATIVE PO BOX 23211 TIGARD OR 97281 464633708 501(C)(3) 50000 0 HUMAN SERVICES FRANCISCAN FRIARS OF THE ATONEMENT - GRAYMOOR 1350 ROUTE 9 GARRISON NY 105240301 141344809 501(C)(3) 11788 0 RELIGION-RELATED FRANKLIN AND ELEANOR ROOSEVELT INSTITUTE 4079 ALBANY POST ROAD HYDE PARK NY 125381934 237213592 501(C)(3) 10000 0 ARTS, CULTURE & HUMANITIES FRANKLIN PIERCE UNIVERSITY 40 UNIVERSITY DRIVE RINDGE NH 034610060 020263136 501(C)(3) 17000 0 EDUCATION FRIENDS OF KAREN INC 118 TITICUS ROAD NORTH SALEM NY 10560 141612290 501(C)(3) 6000 0 HEALTH CARE FRIENDS OF SENIORS OF DUTCHESS COUNTY INC 9 VASSAR STREET SUITE 24 POUGHKEEPSIE NY 126013022 201714419 501(C)(3) 27164 0 HEALTH CARE FRIENDS OF THE POUGHKEEPSIE RURAL CEMETERY INC 342 SOUTH AVENUE POUGHKEEPSIE NY 12602 562284563 501(C)(3) 5250 0 ARTS, CULTURE & HUMANITIES FROST VALLEY YMCA 2000 FROST VALLEY ROAD CLARYVILLE NY 12725 221625176 501(C)(3) 9600 0 YOUTH DEVELOPMENT GATEWAY HUDSON VALLEY 1 AMY KAY PARKWAY KINGSTON NY 124016444 141458757 501(C)(3) 30001 0 FOOD, AGRICULTURE & NUTRITION GRACE SMITH HOUSE INC 1 BROOKSIDE AVENUE POUGHKEEPSIE NY 12601 141626657 501(C)(3) 26195 0 HUMAN SERVICES GREENWICH HOSPITAL 35 RIVER RD COS COB CT 06807 060646659 501(C)(3) 10000 0 HEALTH CARE GRINNELL PUBLIC LIBRARY 2642 E MAIN STREET WAPPINGERS FALLS NY 12590 140723670 IRC 115 50000 0 ARTS, CULTURE & HUMANITIES HABITAT FOR HUMANITY OF DUTCHESS COUNTY 1822 SOUTH ROAD WAPPINGERS FALLS NY 12590 141767037 501(C)(3) 7840 0 HOUSING & SHELTER HAWTHORNE VALLEY ASSOCIATION INC 327 COUNTY ROUTE 21C GHENT NY 12075 132722428 501(C)(3) 25000 0 ENVIRONMENT HILLEL NORTH CAROLINA 210 W CAMERON AVE CHAPEL HILL NC 27516 566094521 501(C)(3) 15000 0 YOUTH DEVELOPMENT HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 381374230 501(C)(3) 9449 0 EDUCATION HILLSIDE FOOD OUTREACH 4B EAGLE ROAD DANBURY CT 06810 010712431 501(C)(3) 10000 0 FOOD, AGRICULTURE & NUTRITION HOLISTIC HEALTH COMMUNITY INC PO BOX 725 STONE RIDGE NY 12484 455172061 501(C)(3) 201000 0 HEALTH CARE HOWLAND CHAMBER MUSIC CIRCLE PO BOX 224 CHELSEA NY 125120224 141812997 501(C)(3) 19155 0 ARTS, CULTURE & HUMANITIES HUDSON RIVER HOUSING INC 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 501(C)(3) 56414 0 FOOD, AGRICULTURE & NUTRITION HUDSON RIVER SLOOP CLEARWATER INC 724 WOLCOTT AVENUE BEACON NY 12508 146049022 501(C)(3) 20150 0 ENVIRONMENT HUDSON VALLEY HOSPICE FOUNDATION INC 80 WASHINGTON STREET SUITE 204 POUGHKEEPSIE NY 12601 141824200 501(C)(3) 6896 0 HEALTH CARE INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 560079847 135660870 501(C)(3) 10000 0 HUMAN SERVICES JEWISH FEDERATION OF DUTCHESS COUNTY PO BOX 2525 POUGHKEEPSIE NY 12603 141751875 501(C)(3) 36791 0 RELIGION-RELATED JEWISH RECONSTRUCTIONIST CAMPING CORPORATION 1299 CHURCH ROAD WYNCOTE NY 19095 364478803 501(C)(3) 20000 0 YOUTH DEVELOPMENT JOYCE MEYER MINISTRIES 700 GRACE PARKWAY FENTON MO 63026 431382734 501(C)(3) 7000 0 RELIGION-RELATED KINGSTON LIBRARY 55 FRANKLIN STREET KINGSTON NY 12401 141374488 IRC 115 5500 0 EDUCATION KINGSTON YMCA FARM PROJECT 507 BROADWAY KINGSTON NY 12401 141338342 501(C)(3) 9500 0 FOOD, AGRICULTURE & NUTRITION KOINONIA ACADEMY 1040 PLAINFIELD AVE PLAINFIELD NJ 07060 222540662 501(C)(3) 7302 0 EDUCATION LAND TO LEARN PO BOX 223 BEACON NY 12508 463267308 501(C)(3) 15250 0 FOOD, AGRICULTURE & NUTRITION LEGAL SERVICES OF THE HUDSON VALLEY 331 MAIN STREET 2ND FLOOR SUITE 200 POUGHKEEPSIE NY 12601 136265606 501(C)(3) 10000 0 CRIME & LEGAL-RELATED LOCUST GROVE THE SAMUEL MORSE HISTORIC SITE 2683 SOUTH ROAD POUGHKEEPSIE NY 12601 141619998 501(C)(3) 150000 0 ARTS, CULTURE & HUMANITIES LUCKY ORPHANS HORSE RESCUE INC 2699 NY-22 DOVER PLAINS NY 12522 262729197 501(C)(3) 6250 0 ANIMAL-RELATED MARIST COLLEGE 3399 NORTH ROAD POUGHKEEPSIE NY 12601 141442493 501(C)(3) 9019 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING MEDIATION CENTER OF DUTCHESS COUNTY INC 205 SOUTH AVENUE STE 200 POUGHKEEPSIE NY 12601 141762932 501(C)(3) 8000 0 MENTAL HEALTH & CRISIS INTERVENTION MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10021 131624182 501(C)(3) 11199 0 HEALTH CARE MID-HUDSON CIVIC CENTER 14 CIVIC CENTER PLAZA POUGHKEEPSIE NY 126013118 510151858 501(C)(3) 82488 0 ARTS, CULTURE & HUMANITIES MILES OF HOPE BREAST CANCER FOUNDATION PO BOX 405 LAGRANGEVILLE NY 12540 134281796 501(C)(3) 24447 0 HEALTH CARE MOHONK PRESERVE INC PO BOX 715 NEW PALTZ NY 125610715 141609484 501(C)(3) 12600 0 ENVIRONMENT MYOTONIC DYSTROPHY FOUNDATION 663 13TH STREET OAKLAND CA 94612 205014628 501(C)(3) 5702 0 HEALTH CARE NAMI MID-HUDSON PO BOX 787 POUGHKEEPSIE NY 12602 112622795 501(C)(3) 6800 0 MENTAL HEALTH & CRISIS INTERVENTION NEW WORLD FOUNDATION 680 WEST END AVENUE 1C NEW YORK NY 10025 131919791 501(C)(3) 100000 0 ENVIRONMENT NEWBURGH URBAN FARM AND FOOD PO BOX 541 NEWBURGH NY 125510541 834185589 501(C)(3) 20000 0 FOOD, AGRICULTURE & NUTRITION NORTH EAST COMMUNITY CENTER 51 SOUTH CENTER STREET MILLERTON NY 12546 141736237 501(C)(3) 50000 0 HEALTH CARE NUBIAN DIRECTIONS II INC 248 MAIN STREET POUGHKEEPSIE NY 12601 141777760 501(C)(3) 12000 0 YOUTH DEVELOPMENT ORVILLE A TODD MIDDLE SCHOOL 11 CROFT ROAD POUGHKEEPSIE NY 12603 146001846 501(C)(3) 5619 0 EDUCATION OXFAM-AMERICA INC 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 02114 237069110 501(C)(3) 6750 0 HUMAN SERVICES PEOPLE'S PLACE 17 ST JAMES STREET KINGSTON NY 12401 141701360 501(C)(3) 7250 0 FOOD, AGRICULTURE & NUTRITION PHILIPSTOWN BEHAVIORAL HEALTH HUB INC 5 STONE STREET COLD SPRING NY 10516 842402163 501(C)(3) 11250 0 MENTAL HEALTH & CRISIS INTERVENTION PHILLIES BRIDGE FARM PROJECT INC 45 PHILLIES BRIDGE ROAD NEW PALTZ NY 12561 141816094 501(C)(3) 22000 0 FOOD, AGRICULTURE & NUTRITION PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON DC 200907166 131644147 501(C)(3) 10800 0 HEALTH CARE PLANNED PARENTHOOD OF GREATER NEW YORK 178 CHURCH STREET POUGHKEEPSIE NY 12601 132621497 501(C)(3) 138000 0 HEALTH CARE POUGHKEEPSIE ALLIANCE PO BOX 347 POUGHKEEPSIE NY 12601 472422261 501(C)(3) 50000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING POUGHKEEPSIE CITY SCHOOL DISTRICT 18 SOUTH PERRY ST POUGHKEEPSIE NY 12601 146004158 IRC 115 27035 0 EDUCATION POUGHKEEPSIE FARM PROJECT PO BOX 3143 POUGHKEEPSIE NY 126033143 141813679 501(C)(3) 34000 0 FOOD, AGRICULTURE & NUTRITION POUGHKEEPSIE MIDDLE SCHOOL 55 COLLEGE AVENUE POUGHKEEPSIE NY 12603 146004158 501(C)(3) 5540 0 EDUCATION POUGHKEEPSIE PUBLIC SCHOOLS FOUNDATION PO BOX 5151 POUGHKEEPSIE NY 12602 352700401 501(C)(3) 28300 0 EDUCATION POUGHKEEPSIE UNITED METHODIST CHURCH 2381 NEW HACKENSACK ROAD POUGHKEEPSIE NY 12603 141792116 501(C)(3) 7000 0 RELIGION-RELATED QUAHOG BAY CONSERVANCY 286 BETHEL POINT ROAD HARPSWELL ME 04079 465144401 501(C)(3) 50000 0 ENVIRONMENT RADIO KINGSTON CORPORATION 718 BROADWAY KINGSTON NY 12401 821753945 501(C)(3) 10052000 0 ARTS, CULTURE & HUMANITIES RDC LOAVES AND FISHES INC 7 MARKET STREET DOVER PLAINS NY 12522 273477999 501(C)(3) 10000 0 FOOD, AGRICULTURE & NUTRITION REBUILDING OUR CHILDREN AND COMMUNITY INC 29 N HAMILTON STREET L22 POUGHKEEPSIE NY 12601 812067236 501(C)(3) 7825 0 YOUTH DEVELOPMENT REDEEMER EVANGELICAL LUTHERAN CHURCH 90 ROUTE 32 SOUTH NEW PALTZ NY 12561 141615766 501(C)(3) 9000 0 RELIGION-RELATED REFORMED CHURCH OF POUGHKEEPSIE 70 HOOKER AVENUE POUGHKEEPSIE NY 12601 141369154 501(C)(3) 12000 0 RELIGION-RELATED REGIONAL FOOD BANK OF NORTHEASTERN NEW YORK 965 ALBANY-SHAKER ROAD LATHAM NY 12110 222470885 501(C)(3) 11186 0 FOOD, AGRICULTURE & NUTRITION REGIONAL PLAN ASSOCIATION ONE WHITEHALL 16TH FLOOR NEW YORK NY 10004 131624154 501(C)(3) 10000 0 HOUSING & SHELTER REHER CENTER FOR IMMIGRANT CULTURE AND HISTORY PO BOX 2143 KINGSTON NY 12402 843315804 501(C)(3) 123750 0 ARTS, CULTURE & HUMANITIES RHINEBECK ROTARY CLUB PO BOX 607 RHINEBECK NY 12572 831799543 501(C)(3) 9200 0 PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATION RIVERKEEPER 20 SECOR ROAD OSSINING NY 10562 133204621 501(C)(3) 5500 0 ENVIRONMENT RUPCO 289 FAIR STREET KINGSTON NY 12401 222368174 501(C)(3) 12000 0 HOUSING & SHELTER RURAL & MIGRANT MINISTRY INC PO BOX 475 CORNWALL ON HUDSON NY 12520 222527596 501(C)(3) 5950 0 YOUTH DEVELOPMENT RYAN MCELROY CHILDREN'S CANCER FOUNDATION 450 GARDNER HOLLOW ROAD POUGHQUAG NY 12570 141810853 501(C)(3) 7354 0 HEALTH CARE SAINT COLUMBA PARISH ROMAN CATHOLIC CHURCH PO BOX 428 HOPEWELL JUNCTION NY 125330428 141757547 501(C)(3) 12210 0 RELIGION-RELATED SCENIC HUDSON INC 1 CIVIC CENTER PLAZA STE 200 POUGHKEEPSIE NY 126013157 132898799 501(C)(3) 172400 0 ENVIRONMENT SCHUMACHER CENTER FOR A NEW ECONOMICS 140 JUG END RD GREAT BARRINGTON MA 01258 461421645 501(C)(3) 10000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING SECOND CHANCE FOODS PO BOX 93 CARMEL NY 10512 810996695 501(C)(3) 21000 0 FOOD, AGRICULTURE & NUTRITION SKY HIGH FARM 675 HALL HILL ROAD PINE PLAINS NY 12567 810764483 501(C)(3) 15000 0 FOOD, AGRICULTURE & NUTRITION SPARROW'S NEST OF THE HUDSON VALLEY 942 ROUTE 376 SUITE 217 WAPPINGERS FALLS NY 12590 462573747 501(C)(3) 9120 0 FOOD, AGRICULTURE & NUTRITION ST ELIZABETH ANN SETON CHURCH 1377 E MAIN STREET SHRUB OAK NY 10588 131987476 501(C)(3) 7302 0 RELIGION-RELATED ST JOHN'S EVANGELICAL LUTHERAN CHURCH 55 WILBUR BOULEVARD POUGHKEEPSIE NY 12603 141406967 501(C)(3) 16545 0 RELIGION-RELATED ST THOMAS EPISCOPAL CHURCH AMENIA UNION NY 40 LEEDSVILLE ROAD AMENIA NY 12501 141496937 501(C)(3) 21000 0 FOOD, AGRICULTURE & NUTRITION STANFORD FREE LIBRARY 6035 ROUTE 82 STANFORDVILLE NY 12581 141492555 IRC 115 16066 0 ARTS, CULTURE & HUMANITIES STONEWOOD COMMUNITY PROJECT INC 110 BANGALL RD MILLBROOK NY 12545 834204542 501(C)(3) 8000 0 FOOD, AGRICULTURE & NUTRITION SUPPORT CONNECTION INC 40 TRIANGLE CENTER SUITE 100 YORKTOWN HEIGHTS NY 10598 133900612 501(C)(3) 15000 0 HEALTH CARE SUSTAINABLE HUDSON VALLEY PO BOX 145 RHINEBECK NY 12572 113793286 501(C)(3) 7500 0 ENVIRONMENT TEMPLE BETH-EL 118 GRAND AVENUE POUGHKEEPSIE NY 12603 141467426 501(C)(3) 18800 0 RELIGION-RELATED TEMPLE EMANUEL OF KINGSTON 243 ALBANY AVENUE KINGSTON NY 12401 141455434 501(C)(3) 27897 0 RELIGION-RELATED THE ART EFFECT 45 PERSHING AVENUE POUGHKEEPSIE NY 12601 222538177 501(C)(3) 30000 0 YOUTH DEVELOPMENT THE CENTER FOR PERFORMING ARTS AT RHINEBECK 661 ROUTE 308 RHINEBECK NY 125720148 223051271 501(C)(3) 305250 0 ARTS, CULTURE & HUMANITIES THE GOOD WORK INSTITUTE 65 ST JAMES STREET KINGSTON NY 12401 473091614 501(C)(3) 30500 0 CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 237327730 501(C)(3) 9449 0 RELIGION-RELATED THE RANDOLPH SCHOOL 2467 ROUTE 9D WAPPINGERS FALLS NY 12590 141470219 501(C)(3) 17556 0 EDUCATION THE SALVATION ARMY OF GREATER NEW YORK 120 WEST 14TH STREET NEW YORK NY 10011 135562351 501(C)(3) 9449 0 HUMAN SERVICES TIME AND THE VALLEYS MUSEUM 332 MAIN ST GRAHAMSVILLE NY 12740 651235682 501(C)(3) 10000 0 ARTS, CULTURE & HUMANITIES TOWN OF SAUGERTIES 4 HIGH STREET SAUGERTIES NY 12477 146002425 IRC 115 14000 0 ARTS, CULTURE & HUMANITIES TOWN OF STANFORD 26 TOWN HALL ROAD STANFORDVILLE NY 12581 146002454 IRC 115 97448 0 RECREATION & SPORTS TOWNSCAPE OF MILLERTON AND NORTHEAST PO BOX 835 MILLERTON NY 12546 204302919 501(C)(3) 48000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING TRINITY TEMPLE SEVENTH-DAY ADVENTIST CHURCH 14 SOUTH BRIDGE STREET POUGHKEEPSIE NY 12601 131865286 501(C)(3) 5500 0 FOOD, AGRICULTURE & NUTRITION ULSTER IMMIGRANT DEFENSE NETWORK INC 30 PINE GROVE AVENUE KINGSTON NY 12401 850854210 501(C)(3) 20500 0 FOOD, AGRICULTURE & NUTRITION UNDERGROUND FOUNDATIONS 9 KATE YAEGER RD SAUGERTIES NY 12477 815137417 501(C)(3) 15000 0 FOOD, AGRICULTURE & NUTRITION UNITED WAY OF THE DUTCHESS-ORANGE REGION 75 MARKET STREET POUGHKEEPSIE NY 126014015 061045698 501(C)(3) 20500 0 PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATION UNITED WAY OF ULSTER COUNTY 450 ALBANY AVENUE KINGSTON NY 12401 141409654 501(C)(3) 500000 0 PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATION UNSHATTERED 1064 ROUTE 82 HOPEWELL JUNCTION NY 12533 814627998 501(C)(3) 8500 0 HUMAN SERVICES USA FOR UNHRC (UN REFUGEE AGENCY) 1310 L ST NW STE 450 WASHINGTON DC 20005 521662800 501(C)(3) 7700 0 HUMAN SERVICES VASSAR BROTHERS HOSPITAL FOUNDATION 45 READE PLACE POUGHKEEPSIE NY 12601 141736429 501(C)(3) 107393 0 HEALTH CARE VASSAR TEMPLE 140 HOOKER AVENUE POUGHKEEPSIE NY 12601 141422084 501(C)(3) 8080 0 RELIGION-RELATED VASSAR-WARNER HOME 52 S HAMILTON STREET POUGHKEEPSIE NY 12601 237334637 501(C)(3) 20000 0 HEALTH CARE VILLAGE HALLOWEEN PARADE INC 118 LA BERGERIE LANE RED HOOK NY 125712913 133020055 501(C)(3) 10000 0 ARTS, CULTURE & HUMANITIES VILLAGE OF MILLERTON 5933 N ELM AVENUE MILLERTON NY 12546 146002300 IRC 115 131000 0 RECREATION & SPORTS WAPPINGERS HISTORICAL SOCIETY PO BOX 174 WAPPINGERS FALLS NY 12590 146050573 501(C)(3) 50000 0 ARTS, CULTURE & HUMANITIES WASHINGTON AND LEE UNIVERSITY 204 WEST WASHINGTON ST LEXINGTON VA 24450 540505977 501(C)(3) 10000 0 EDUCATION WASSAIC PROJECT PO BOX 220 WASSAIC NY 125920200 272691962 501(C)(3) 6000 0 ARTS, CULTURE & HUMANITIES WOODLAND POND AT NEW PALTZ 100 WOODLAND POND CIRCLE NEW PALTZ NY 12561 300164277 501(C)(3) 11978 0 ARTS, CULTURE & HUMANITIES WORLD CENTRAL KITCHEN 200 MASS AVE NW 7TH FLOOR WASHINGTON DC 20001 273521132 501(C)(3) 102000 0 PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF 167 0 SCHOLARSHIP AWARDS 168 335986 PART I, LINE 2: GRANTS ARE MONITORED IN A NUMBER OF WAYS. FOR COMPETITIVE GRANTS, STAFF ENSURES THE TAX-EXEMPT STATUS AND ELIGIBILITY FOR ALL GRANTS AWARDED. STAFF MONITORS THE APPLICANT'S TAX STATUS, GOVERNANCE, LEADERSHIP, AND FINANCIAL POSITION; REVIEWS LOCAL AND NATIONAL NONPROFIT NEWS; AND CHECKS GUIDESTAR, CHARITY NAVIGATOR, AND THE BETTER BUSINESS BUREAU ON A PERIODIC BASIS FOR EACH APPLICANT APPLYING FOR A COMPETITIVE GRANT. GENERALLY, COMPETITIVE GRANTS AND DONOR ADVISED FUND GRANTS OVER $50,000 ARE MADE SUBJECT TO A GRANT AGREEMENT AND ARE REQUIRED TO FILE FOLLOW UP REPORTS WHICH ARE REVIEWED BY STAFF. SMALLER GRANTS RECOMMENDED FROM DONOR FUNDS AND DESIGNATED FUNDS FOR GENERAL OPERATING SUPPORT DO NOT REQUIRE THE EXECUTION OF A GRANT AGREEMENT OR FOLLOW-UP REPORT. IN ADDITION, STAFF CONDUCTS SITE VISITS TO A VARIETY OF GRANTEES AWARDED GRANTS BOTH COMPETITIVELY AND THROUGH DONOR RECOMMENDATIONS. ALL PROPOSED GRANTS ARE VETTED BY STAFF TO ENSURE THEY MEET THE CRITERIA, THE ORGANIZATION IS IN GOOD LEGAL STANDING, AND THE PROPOSED GRANTS ARE FOR A CHARITABLE PURPOSE. THE SELECTION OF WHO RECEIVES ASSISTANCE DEPENDS ON THE TYPE OF FUND. ALL GRANT RECOMMENDATIONS ARE REVIEWED BY THE BOARD, OR THE EXECUTIVE COMMITTEE OF THE BOARD, IF ACTING BETWEEN BOARD MEETINGS. ANY REVIEWING BOARD OR EXECUTIVE COMMITTEE MEMBER MAY REQUEST THAT A GRANT BE WITHHELD FOR FURTHER DUE DILIGENCE AND/OR BOARD APPROVAL. STAFF HAS BEEN DELEGATED THE AUTHORITY TO APPROVE GRANT RECOMMENDATIONS FROM DONOR ADVISED FUNDS AND PROJECT FUND GRANTS UP TO $50,000 WITH BOARD REVIEW. STAFF HAS BEEN DELEGATED THE AUTHORITY TO MAKE GRANTS, WITH REVIEW BY THE BOARD, FROM FUNDS VETTED BY A SEPARATE COMMITTEE, THROUGH AGENCY FUND DISTRIBUTIONS, AND THROUGH DESIGNATED FUND DISTRIBUTIONS. ALL GRANT DISTRIBUTIONS ARE RATIFIED BY THE BOARD. COMPETITIVE GRANTS FROM FIELD OF INTEREST FUNDS SUCH AS FARM FRESH FOOD AND COMMUNITY GRANTS ARE REVIEWED BY A COMMITTEE OF COMMUNITY VOLUNTEERS, GRADED, AND DISCUSSED IN A MEETING BEFORE RECOMMENDATIONS ARE MADE TO THE BOARD FOR APPROVAL. X X X 0 0 0 0 0 0 0 1 0 SALLY J CROSS CFRE PRESIDENT & CEO 142251 0 2000 0 8281 0 2830 0 3280 0 158642 0 0 0 PART I, LINE 7 CERTAIN INDIVIDUALS REPORTED ON FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II RECEIVED DISCRETIONARY BONUSES DURING CALENDAR YEAR 2021. X 33 2024243 AVG. SELLING PRICE X 1 700127 APPRAISAL 1 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A: THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W2 AND W3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS COEMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 510. FORM 990, PART V, LINE 7C: THE ORGANIZATION SOLD DONATED PROPERTY DURING THE FISCAL YEAR THAT REQUIRED A FORM 8282. THE REQUIRED FORM WAS FILED AFTER THE JUNE 30, 2022 YEAR-END. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATIONS HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION IS COMPLETE AND ACCURATE. MANAGEMENT CONFERS WITH THE OUTSIDE ACCOUNTING FIRM IN THE PREPARATION OF THE FORM 990. ONCE THE FORM 990 HAS BEEN PREPARED, MANAGEMENT REVIEWS IT WITH THE OUTSIDE ACCOUNTING FIRM. IT IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND SUBSEQUENTLY TO THE BOARD OF TRUSTEES FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A. THE FOUNDATIONS' CODE OF CONDUCT (CODE) WHICH INCLUDES OUR CONFLICT OF INTEREST POLICY APPLIES TO THE FOLLOWING MEMBERS OF THE COMMUNITY: 1) INDIVIDUALS WHO ARE PAID BY THE FOUNDATIONS WHEN THEY ARE WORKING FOR THE FOUNDATIONS, INCLUDING OFFICERS AND STAFF; 2) CONSULTANTS, VENDORS, AND CONTRACTORS WHEN THEY ARE DOING BUSINESS WITH THE FOUNDATIONS; 3) TRUSTEES; 4) ADVISORY BOARD MEMBERS; AND 5) INDIVIDUALS WHO PERFORM SERVICES FOR THE FOUNDATIONS AS VOLUNTEERS. THE CODE REFERS TO ALL THESE PERSONS COLLECTIVELY AS "MEMBERS OF THE FOUNDATIONS' COMMUNITY OR "COMMUNITY MEMBERS." B. STAFF, BOARD AND VOLUNTEERS MUST READ AND EXECUTE A CONFIRMATION AND DISCLOSURE AS A PART OF THE CONFLICT OF INTEREST POLICY EACH YEAR. A POTENTIAL CONFLICTS REVIEW IS CONDUCTED ANNUALLY FOR TRUSTEES AND STAFF AND MONITORED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY AND BY STAFF ON AN ONGOING BASIS THROUGHOUT THE YEAR WITH RESPECT TO GRANT REVIEW AND CONTRACTUAL RELATIONSHIPS. REVIEW OF CONFLICTS BY VOLUNTEERS IS MONITORED BY STAFF ON AN ONGOING BASIS THROUGH THE GRANT REVIEW PROCESS. C. ANNUAL DISCLOSURES STATEMENTS ARE FILED AND COLLECTED. THE ADVISORY BOARDS AND ALL COMMITTEE VOLUNTEERS EXECUTE THEM ANNUALLY AT THE TIME OF GRANT REVIEWS. D. PROCEDURES FOR CONFLICTS REQUIRE THE CONFLICTED COMMUNITY MEMBER TO DISCLOSE THE CONFLICT IN WRITING, RECUSE THEMSELVES FROM DECISION MAKING ON THE MATTER, FORGO PARTICIPATION IN DISCUSSION ON THE TOPIC AND ABSTAIN FROM VOTES. CONFLICTS ARE DOCUMENTED IN MINUTES OF DECISION MAKING BOARDS AND COMMITTEES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE SURVEYS THE BOARD OF TRUSTEES ANNUALLY TO EVALUATE THE PRESIDENT & CEO USING A SURVEY MAILED TO EACH MEMBER. ONCE COMPLETED, THE RESULTS ARE COMPILED BY THE EXECUTIVE CHAIR OF THE BOARD. THE COMMITTEE THEN REPORTS ITS FINDINGS TO THE BOARD OF TRUSTEES AND TO THE PRESIDENT AND CEO. IN SETTING COMPENSATION FOR THE PRESIDENT & CEO THE BOARD OF TRUSTEES DISCUSSES AND APPROVES. INFORMATION USED TO MAKE THIS RECOMMENDATION INCLUDES AMOUNT AVAILABLE IN THE APPROVED OPERATING BUDGET, EXPERIENCE OF THE PRESIDENT & CEO, AND COMPENSATION DATA FROM THE COUNCIL ON FOUNDATIONS FOR SIMILAR SIZED COMMUNITY FOUNDATIONS NATIONALLY AND REGIONALLY. LOCAL AND REGIONAL NONPROFIT COMPENSATION DATA IS ALSO TAKEN INTO ACCOUNT WHERE AVAILABLE. THE PROCEDURE USED TO RECOMMEND AND APPROVE COMPENSATION MUST BE CAPTURED IN THE MINUTES OF THE BOARD OF TRUSTEES MEETINGS. THE LAST REVIEW OF THE PRESIDENT & CEO WAS CONDUCTED IN EARLY 2022. COMPENSATION FOR STAFF IS DECIDED BY THE PRESIDENT & CEO BASED ON AN ANNUAL EVALUATION OF STAFF PERFORMANCE. THIS INCLUDES CONSIDERATION OF A COST OF LIVING ADJUSTMENT AND MERIT RAISE OR BONUS, IF WARRANTED. THE GROSS POOL FOR RAISES IS APPROVED BY THE BOARD OF TRUSTEES AS A PART OF THE ANNUAL OPERATING BUDGET. COMPENSATION DATA FROM THE COUNCIL ON FOUNDATIONS AND OTHER REGIONAL DATA IS REFERENCED. ANNUAL STAFF PERFORMANCE REVIEWS WERE CONDUCTED WITH SALARY ADJUSTMENTS MADE ON THE ONE YEAR ANNIVERSARY OF THE LAST INCREASE IN SALARY OR TITLE CHANGE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATIONS MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. THE RETURN AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 25 VAN WAGNER ROAD, 2ND FLOOR, POUGHKEEPSIE, NY 12603 OR BY CALLING THE ORGANIZATION DIRECTLY AT (845) 452-3077. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIFE INSURANCE POLICIES -1,114. LOSS ON DISPOSAL OF ASSET -828. FORM 990, PART XII, LINE 2C: THE FOUNDATIONS HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, LINE C: THE ORGANIZATION HAS THE FOLLOWING DBAS: COMMUNITY FOUNDATION OF PUTNAM COUNTY COMMUNITY FOUNDATION OF DUTCHESS COUNTY COMMUNITY FOUNDATION OF ULSTER COUNTY ULSTER COUNTY COMMUNITY FOUNDATION THE AREA FUND OF DUTCHESS COUNTY THE AREA FUND OF ORANGE COUNTY COMMUNITY FOUNDATIONS REAL ESTATE LLC 25 VAN WAGNER ROAD POUGHKEEPSIE NY 12603 472901304 REAL ESTATE NY 0 0 COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY INC FOUNDATION FOR COMMUNITY HEALTH INC 478 CORNWALL BRIDGE ROAD SHARON CT 06069 200057897 GRANTMAKING CT 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0