2021-01-27T11:48:29-06:00 2020-06-30 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2019-07-01 237026859 COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY INC COMM 8454523077 80 WASHINGTON STREET NO 201 POUGHKEEPSIE NY 12601 SALLY J CROSS PRESIDENT & CEO 8454523077 2021-01-27 1 GARRETT M HIGGINS P00543209 9143818900 2021-01-27 2019 2022-09-23 18:48:47Z SALLY J CROSS 80 WASHINGTON STREET NO 201 POUGHKEEPSIE NY 12601 28267119 0 X WWW.COMMUNITYFOUNDATIONSHV.ORG X 1969 NY THE ORGANIZATION'S MOST SIGNIFICANT ACTIVITIES FOR THE 2019 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 21 12 265 0 0 30386593 13949582 81945 68412 2675818 2779337 -55835 -45852 33088521 16751479 27337592 9114821 0 0 839060 874354 0 0 87627 734584 1299575 28911236 11288750 4177285 5462729 83677901 76848247 20886513 12833193 62791388 64015054 OUR MISSION IS TO STRENGTHEN OUR COMMUNITIES BY OFFERING DONORS THE MEANS TO ESTABLISH CHARITABLE LEGACIES BY MAKING GRANTS, AND BY PROVIDING LEADERSHIP TO ADDRESS COMMUNITY NEEDS IN A MANNER THAT IS RESPONSIBLE, RESPONSIVE, AND LASTING. 0 0 5008562 9114821 68412 GRANT-MAKING: ADMINISTRATION OF CHARITABLE FUNDS TO MEET COMMUNITY NEEDS BY MAKING GRANTS TO NONPROFITS FOR CHARITABLE PURPOSES. DURING 2019, $27.7 MILLION WAS GRANTED WITH APPROXIMATELY 24% OF GRANTS MADE FOR THE PURPOSE OF HEALTH AND HUMAN SERVICE RELATED ACTIVITIES, 32% FOR ARTS AND CULTURE, 35% FOR COMMUNITY INVOLVEMENT, 4% FOR EDUCATIONAL PURPOSES, AND THE REMAINING GRANTS A MIX OF ANIMAL WELFARE AND FAITH BASED ORGANIZATIONS' CHARITABLE ACTIVITIES. 4688866 DONOR RELATIONS: WORKING WITH DONORS TO CONNECT THEM TO THE CAUSES THEY CARE ABOUT MOST. BRINGING DONORS TOGETHER TO FUND PROGRAMS AND AGENCIES THAT ACHIEVE THEIR PHILANTHROPIC GOALS. SERVICES INCLUDE RESEARCHING NONPROFITS AND CAUSES, PROVIDING SEMINARS ON TOPICS AND COMMUNITY NEEDS, ASSISTING DONORS IN STRUCTURING THEIR FUNDS AND ESTATE PLANS TO ACHIEVE THEIR PHILANTHROPIC GOALS AND ANSWERING QUESTIONS ABOUT CHARITABLE GIVING. 959086 NONPROFIT TECHNICAL ASSISTANCE: PROVIDING SEMINARS, BOARD AND EXECUTIVE COUNSELLING AND INFORMATION ON A WIDE RANGE OF TOPICS ABOUT MANAGING NONPROFITS INCLUDING BOARD GOVERNANCE, FINANCIAL MANAGEMENT, COMPLIANCE, USING DATA TO IMPROVE PROGRAMS AND FUNDRAISING, ENDOWMENT, CREATING AND IMPLEMENTING PLANNED GIVING PROGRAMS WITH THEIR OWN DONOR BASES, AND GRANT-WRITING. 10656514 1 1 0 1 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 38 0 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 21 21 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 80 WASHINGTON STREET NO 201 POUGHKEEPSIE NY 12601 ROKSOLANA GERAMITA CFO, THRU APRIL 2020 40.00 X 109602 0 4816 SALLY J CROSS CFRE VICE PRESIDENT, PHILANTHROPY 40.00 X 95802 0 4999 KEVIN QUILTY VICE PRESIDENT, ULSTER 40.00 X 86677 0 2548 NEVILL SMYTHE INTERIM PRESIDENT AND CEO 40.00 X 41000 0 0 NANCY ROSSI BROWNELL VICE PRESIDENT, PUTNAM 20.00 X 39730 0 795 DARCY KELLY CFO, AS OF APRIL 2020 40.00 X 0 0 0 JEFFREY D WOOD CHAIR 1.00 X X 0 0 0 YU-SHIN CHEN VICE CHAIR, GRANTS 1.00 X X 0 0 0 BRENDA K SANTORO CPA VICE CHAIR, AUDIT 1.00 X X 0 0 0 STEVEN R TINKELMAN VICE CHAIR, INVESTMENTS 1.00 X X 0 0 0 ELEANOR CHARWAT VICE CHAIR, GOVERNANCE 1.00 X X 0 0 0 NATHANIEL S PRENTICE VICE CHAIR, PUTNAM 1.00 X X 0 0 0 THOMAS J MURPHY VICE CHAIR, DEVELOPMENT 1.00 X X 0 0 0 CHARLES A FRENI JR VICE CHAIR, DUTCHESS 1.00 X X 0 0 0 DARLENE L PFEIFFER VICE CHAIR, ULSTER 1.00 X X 0 0 0 WILLIAM A BRENNER CPA VICE CHAIR, FINANCE / TREASURER 1.00 X X 0 0 0 PETER KRULEWICH SECRETARY 1.00 X X 0 0 0 AZIZ AHSAN ESQ TRUSTEE 1.00 X 0 0 0 ELLEN L BAKER ESQ TRUSTEE 1.00 X 0 0 0 PETER J BRENT TRUSTEE 1.00 X 0 0 0 WESLEY J LEE TRUSTEE 1.00 X 0 0 0 LINDA B CLARKE TRUSTEE 1.00 X 0 0 0 KEVIN HAMILTON TRUSTEE 1.00 X 0 0 0 CORA MALLORY-DAVIS TRUSTEE 1.00 X 0 0 0 MYRNA SAMETH TRUSTEE 1.00 X 0 0 0 CHARLES SIMON TRUSTEE 1.00 X 0 0 0 ARTHUR R UPRIGHT TRUSTEE 1.00 X 0 0 0 372811 0 13158 1 0 0 0 0 249234 13700348 1510610 13949582 ADMINISTRATIVE FEES 561000 68412 68412 68412 1415429 1415429 12761167 11397259 1363908 1363908 1363908 72529 249234 118381 -45852 -45852 16751479 68412 0 2733485 8750720 8750720 364101 364101 456119 296478 132274 27367 249819 162382 72448 14989 5211 3387 1511 313 100060 65039 29017 6004 63145 39185 20343 3617 34000 34000 4500 4500 71817 71817 105424 105424 94590 67046 5358 22186 60949 41780 16378 2791 92852 59808 27524 5520 54739 35585 15870 3284 5234 3710 296 1228 13956 12494 1462 5467 3554 1585 328 4802 4802 PROGRAM EXPENSES 751245 751245 11288750 10656514 544609 87627 335879 482482 17140793 11909699 750000 0 105901 111449 2235304 67373 27209 61843 50530 10963 11313 64605774 61766480 661218 304311 83677901 76848247 57042 262746 11333105 4352913 58218 29177 9438148 8188357 20886513 12833193 X 61410796 63758247 1380592 256807 62791388 64015054 83677901 76848247 X 5462729 -4198152 -40911 X X 0 1 X 1 0 X 3524562 4857292 19424900 30386593 13949582 72142929 3524562 4857292 19424900 30386593 13949582 72142929 41701682 30441247 1768118 1680772 1968431 2272325 1415429 9105075 81248004 360627 0.37470 0.37320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 4500 4500 0 PART II-B, LINE 1: VAN SCOYOC ASSOCIATES, INC. $4,500 CFHV PARTNERS WITH OTHER COMMUNITY FOUNDATIONS TO RAISE AWARENESS ABOUT THE ACTIVITIES AND VALUE OF COMMUNITY FOUNDATIONS NATIONALLY. 154 6990828 6322100 23638565 1 1 0 1 X 42156876 4086210 -1275113 1412942 819955 42735076 41899404 1130735 1026903 1425756 474410 42156876 38606214 2127661 2778718 1145321 467868 41899404 33307705 2281914 4848663 1396770 435298 38606214 30029070 956495 -246257 1131858 421306 29186144 0.99400 0.00600 0 0 61843 50530 11313 11313 X 12625954 -4198152 98592 45852 -4053708 16679662 71817 71817 16751479 11361377 98592 45852 144444 11216933 71817 71817 11288750 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, 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED IN PART VIII, LINE 8B 45,852. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED IN PART VIII, LINE 8B 45,852. GARDEN PARTY 186386 147638 38748 18203 21050 1260 16111 RODRIGUEZ FOUNDATION EVENT 87733 57730 30003 31015 3 47644 43866 3778 30742 321763 249234 72529 18203 52065 1260 46853 118381 -45852 1 ABILITIES FIRST INC 70 OVEROCKER ROAD POUGHKEEPSIE NY 12603 141467427 501(C)(3) 8225 GENERAL OPERATING SUPPORT, COVID-19 RELIEF ADRIANCE MEMORIAL LIBRARY 93 MARKET STREET POUGHKEEPSIE NY 12601 141801084 501(C)(3) 5554 GENERAL OPERATING SUPPORT AKINDALE REHABILITATION & LAND CONSERVATION FUND 323 QUAKER HILL ROAD PAWLING NY 12564 201822473 501(C)(3) 26625 GENERAL OPERATING SUPPORT ALZHEIMER'S RESEARCH FOUNDATION FISHER CENTER 110 E 42ND STREET 16TH FL NEW YORK NY 10017 133859563 501(C)(3) 6000 GENERAL OPERATING SUPPORT AMERICAN CANCER SOCIETY - HUDSON VALLEY REGION 121 EXECUTIVE DRIVE NEW WINDSOR NY 12553 131788491 501(C)(3) 12113 GENERAL OPERATING SUPPORT AMERICAN CONSERVATIVE UNION FOUNDATION 201 N UNION ST SUITE 370 ALEXANDRIA VA 223142650 521294680 501(C)(3) 8334 GENERAL OPERATING SUPPORT AMERICAN RED CROSS OF THE MID-HUDSON VALLEY 4 JEFFERSON STREET SUITE 302 POUGHKEEPSIE NY 12601 530196605 501(C)(3) 11037 GENERAL OPERATING SUPPORT ANGEL FOOD EAST PO BOX 3813 KINGSTON NY 12401 141747271 501(C)(3) 8000 GENERAL OPERATING SUPPORT BARDAVON 1869 OPERA HOUSE INC 35 MARKET STREET POUGHKEEPSIE NY 12601 141585490 501(C)(3) 35463 GENERAL OPERATING SUPPORT BASILICA ARTS 110 S FRONT STREET HUDSON NY 12534 364791870 501(C)(3) 6500 GENERAL OPERATING SUPPORT BEACON HEBREW ALLIANCE PO BOX 7 BEACON NY 12508 146039468 501(C)(3) 17086 GENERAL OPERATING SUPPORT BOY SCOUTS OF AMERICA - HUDSON VALLEY COUNCIL 6 JEANNE DRIVE NEWBURGH NY 12550 141338385 501(C)(3) 33885 GENERAL OPERATING SUPPORT CAMP HERRLICH 101 DEACON SMITH HILL ROAD PATTERSON NY 12563 132729777 CITY OF KINGSTON 5451 GENERAL OPERATING SUPPORT, COVID-19 RELIEF CANCER RESEARCH INSITUTE 29 BROADWAY FLOR 4 NEW YORK NY 10006 131837442 501(C)(3) 6000 GENERAL OPERATING SUPPORT CANCER SUPPORT TEAM INC 2900 WESTCHESTER AVENUE SUITE 103 PURCHASE NY 10577 132938964 501(C)(3) 12500 GENERAL OPERATING SUPPORT CARE USA 151 ELLIS STREET NE ATLANTA GA 30303 131685039 501(C)(3) 5076 GENERAL OPERATING SUPPORT CARY INSTITUTE OF ECOSYSTEM STUDIES 2801 SHARON TURNPIKE PO BOX AB MILLBROOK NY 12545 223232968 501(C)(3) 5934 GENERAL OPERATING SUPPORT CENTER FOR GOVERNMENTAL RESEARCH 1 SOUTH WASHINGTON STREET SUITE 400 400 ROCHESTER NY 146141135 160754774 501(C)(3) 10800 GENERAL OPERATING SUPPORT CHANGEPOINT CHURCH 260 MILL STREET POUGHKEEPSIE NY 12601 133099287 501(C)(3) 5500 GENERAL OPERATING SUPPORT CHARITY NAVIGATOR 139 HARRISTOWN ROAD SUITE 101 GLEN ROCK NJ 17452 134148824 501(C)(3) 12000 GENERAL OPERATING SUPPORT CHILDREN'S HOME OF POUGHKEEPSIE 10 CHILDRENS WAY POUGHKEEPSIE NY 126011437 141364662 501(C)(3) 28072 GENERAL OPERATING SUPPORT CHRIST EPISCOPAL CHURCH 20 CARROLL STREET POUGHKEEPSIE NY 12601 141416683 501(C)(3) 22170 GENERAL OPERATING SUPPORT CLINTON COMMUNITY LIBRARY 1215 CENTRE ROAD RHINEBECK NY 12572 141699640 501(C)(3) 27000 GENERAL OPERATING SUPPORT COMMON GROUND FARM PO BOX 148 BEACON NY 12508 010574675 501(C)(3) 43500 GENERAL OPERATING SUPPORT COMMUNITY ACTION PARTNERSHIP FOR DUTCHESS COUNTY INC 77 CANNON STREET POUGHKEEPSIE NY 12601 141611857 501(C)(3) 109255 GENERAL OPERATING SUPPORT COMMUNITY VOICES HEARD 115 EAST 106TH STREET NEW YORK NY 10029 133901997 501(C)(3) 11800 GENERAL OPERATING SUPPORT CONGREGATION SCHOMRE ISRAEL OF POUGHKEEPSIE 18 PARK AVENUE POUGHKEEPSIE NY 12603 146039550 501(C)(3) 7319 GENERAL OPERATING SUPPORT CORNELL COOPERATIVE EXTENSION DUTCHESS COUNTY 2715 RT 44 SUITE 1 MILLBROOK NY 125455510 146036882 501(C)(3) 35914 GENERAL OPERATING SUPPORT CORNERSTONE FAMILY HEALTHCARE 147 LAKE STREET NEWBURGH NY 12550 061036715 501(C)(3) 50000 GENERAL OPERATING SUPPORT COVECARE CENTER 1808 ROUTE 6 CARMEL NY 10512 061485158 501(C)(3) 7500 GENERAL OPERATING SUPPORT, COVID-19 RELIEF DOCTORS WITHOUT BORDERS USA PO BOX 5030 HAGERSTOWN MD 21741 133433452 501(C)(3) 12100 GENERAL OPERATING SUPPORT DUTCHESS COMMUNITY COLLEGE FOUNDATION INC 53 PENDELL ROAD POUGHKEEPSIE NY 126011512 222484101 501(C)(3) 59730 GENERAL OPERATING SUPPORT DUTCHESS COUNTY ART ASSOCIATION INC 55 NOXON STREET POUGHKEEPSIE NY 12601 146027959 501(C)(3) 10058 GENERAL OPERATING SUPPORT DUTCHESS COUNTY HISTORICAL SOCIETY PO BOX 88 POUGHKEEPSIE NY 126020088 141505142 501(C)(3) 14287 GENERAL OPERATING SUPPORT DUTCHESS COUNTY SPCA 636 VIOLET AVENUE HYDE PARK NY 12538 141340058 501(C)(3) 26248 GENERAL OPERATING SUPPORT DUTCHESS LAND CONSERVANCY INC PO BOX 138 MILLBROOK NY 12545 141667526 501(C)(3) 6500 GENERAL OPERATING SUPPORT DUTCHESS OUTREACH INC 29 N HAMILTON ST STE 223 POUGHKEEPSIE NY 126012541 222339537 501(C)(3) 68387 GENERAL OPERATING SUPPORT, COVID-19 RELIEF ELEANOR ROOSEVELT CENTER AT VAL-KILL 106 VALKILL PARK ROAD PO BOX 255 HYDE PARK NY 12538 141590637 501(C)(3) 8881 GENERAL OPERATING SUPPORT EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 631135091 501(C)(3) 5200 GENERAL OPERATING SUPPORT EXODUS TRANSITIONAL COMMUNITY 97-99 CANNON ST POUGHKEEPSIE NY 12601 311731465 501(C)(3) 14335 GENERAL OPERATING SUPPORT, COVID-19 RELIEF FALL KILL CREATIVE ARTS WORKS 485 MAIN STREET POUGHKEEPSIE NY 12601 452487236 501(C)(3) 15639 GENERAL OPERATING SUPPORT FAMILY OF WOODSTOCK INC 39 JOHN STREET PO BOX 3516 KINGSTON NY 12402 141537663 501(C)(3) 92287 GENERAL OPERATING SUPPORT FAMILY SERVICES INC 29 N HAMILTON STREET 109 POUGHKEEPSIE NY 12601 141338399 501(C)(3) 69000 GENERAL OPERATING SUPPORT FAREGROUND COMMUNITY KITCHEN INC PO BOX 615 BEACON NY 12508 461049590 501(C)(3) 8000 GENERAL OPERATING SUPPORT FISHKILL RURAL CEMETERY 891 ROUTE 9 FISHKILL NY 12524 140662900 501(C)(3) 16000 GENERAL OPERATING SUPPORT FOOD BANK OF THE HUDSON VALLEY 195 HUDSON STREET CORNWALLONHUDSON NY 125201619 222470885 501(C)(3) 187610 GENERAL OPERATING SUPPORT, COVID-19 RELIEF FOUNDATION FOR VASSAR BROTHERS MEDICAL CENTER 45 READE PLACE POUGHKEEPSIE NY 12601 141736429 501(C)(3) 14221 GENERAL OPERATING SUPPORT FRANCISCAN FRIARS OF THE ATONEMENT - GRAYMOOR 1350 ROUTE 9 PO BOX 300 GARRISON NY 105240301 141344809 501(C)(3) 11038 GENERAL OPERATING SUPPORT FRIENDS OF GREEN CHIMNEYS 400 DOANSBURG ROAD BREWSTER NY 10509 133897106 501(C)(3) 7000 GENERAL OPERATING SUPPORT GATEWAY TO ENTREPRENEURIAL TOMORROWS INC PO BOX 8 POUGHKEEPSIE NY 12602 202138478 501(C)(3) 11500 GENERAL OPERATING SUPPORT GLYNWOOD PO BOX 157 COLD SPRING NY 10516 133852957 501(C)(3) 15000 GENERAL OPERATING SUPPORT GRACE EPISCOPAL CHURCH 3326 FRANKLIN AVENUE MILLBROOK NY 12545 311629166 501(C)(3) 22500 GENERAL OPERATING SUPPORT GRACE SMITH HOUSE 1 BROOKSIDE AVENUE POUGHKEEPSIE NY 12601 141626657 501(C)(3) 18642 GENERAL OPERATING SUPPORT GUIDING EYES FOR THE BLIND 611 GRANITE SPRINGS RD YORKTOWN HEIGHTS NY 10598 131854606 501(C)(3) 6312 GENERAL OPERATING SUPPORT HARMBEE 8 HONE STREET KINGSTON NY 12401 831353544 501(C)(3) 5058 GENERAL OPERATING SUPPORT HARMONY PROJECT HUDSON 35 E 20TH ST 2ND FLOOR NEW YORK NY 10003 821930685 501(C)(3) 10000 GENERAL OPERATING SUPPORT HAWTHORNE VALLEY ASSOCIATION INC 327 COUNTY ROUTE 21C GHENT NY 12075 132722428 501(C)(3) 10000 GENERAL OPERATING SUPPORT HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 381374230 501(C)(3) 8334 GENERAL OPERATING SUPPORT HILLSIDE FOOD OUTREACH 39 OLD RIDGEBURY ROAD SUITE 16 DANBURY CT 06810 010712431 501(C)(3) 22500 GENERAL OPERATING SUPPORT HOWLAND CHAMBER MUSIC CIRCLE PO BOX 224 CHELSEA NY 125120224 141812997 501(C)(3) 10100 GENERAL OPERATING SUPPORT HUDSON RIVER HOUSING INC 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 501(C)(3) 23100 GENERAL OPERATING SUPPORT, COVID-19 RELIEF HUDSON RIVER SLOOP CLEARWATER INC 724 WOLCOTT AVENUE BEACON NY 12508 146049022 501(C)(3) 26100 GENERAL OPERATING SUPPORT, COVID-19 RELIEF HUDSON VALLEY COMMUNITY SERVICES INC 40 SAW MILL RIVER ROAD HAWTHORNE NY 10532 133322100 501(C)(3) 7500 GENERAL OPERATING SUPPORT HUDSON VALLEY HOSPICE FOUNDATION INC 80 WASHINGTON STREET SUITE 204 POUGHKEEPSIE NY 12601 141824200 501(C)(3) 8758 GENERAL OPERATING SUPPORT HUDSON VALLEY LGBTQ COMMUNITY CENTER INC PO BOX 3994 KINGSTON NY 12402 203721531 501(C)(3) 5300 GENERAL OPERATING SUPPORT HUDSON VALLEY MANUFACTURING WORKFORCE CENTER 6 ALBANY POST ROAD NEWBURGH NY 12501 825190478 501(C)(3) 24000 GENERAL OPERATING SUPPORT HUDSON VALLEY MANUFACTURING WORKFORCE CENTER 6 ALBANY POST ROAD NEWBURGH NY 12501 825190478 501(C)(3) 24000 GENERAL OPERATING SUPPORT HUDSON VALLEY SEED PO BOX 223 BEACON NY 12508 463267308 501(C)(3) 23000 GENERAL OPERATING SUPPORT INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 56007 135660870 501(C)(3) 9000 GENERAL OPERATING SUPPORT JEWISH FEDERATION OF DUTCHESS COUNTY INC PO BOX 2525 POUGHKEEPSIE NY 126032525 141751875 501(C)(3) 20952 GENERAL OPERATING SUPPORT JOYCE MEYER MINISTRIES 700 GRACE PARKWAY FENTON MO 63026 431382734 501(C)(3) 14000 GENERAL OPERATING SUPPORT KIAWAH CONSERVANCY 80 KESTREL COURT KIAWAH ISLAND SC 29455 582359979 501(C)(3) 55000 GENERAL OPERATING SUPPORT KINGSTON YMCA FARM PROJECT 507 BROADWAY KINGSTON NY 12401 141338342 501(C)(3) 17250 GENERAL OPERATING SUPPORT LUCKY ORPHANS HORSE RESCUE INC 2699 NY-22 DOVER PLAINS NY 12522 262729197 501(C)(3) 16000 GENERAL OPERATING SUPPORT LUTHERAN CENTER AT POUGHKEEPSIE INC 965 DUTCHESS TURNPIKE POUGHKEEPSIE NY 12603 223408456 501(C)(3) 8100 GENERAL OPERATING SUPPORT, COVID-19 RELIEF MARIST COLLEGE 3399 NORTH ROAD POUGHKEEPSIE NY 12601 141442493 501(C)(3) 102520 GENERAL OPERATING SUPPORT MEDIATION CENTER OF DUTCHESS COUNTY INC 205 SOUTH AVENUE STE 200 POUGHKEEPSIE NY 12601 141762932 501(C)(3) 22402 GENERAL OPERATING SUPPORT MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10021 131924236 501(C)(3) 8534 GENERAL OPERATING SUPPORT MENTAL HEALTH AMERICA OF DUTCHESS COUNTY 253 MANSION STREET POUGHKEEPSIE NY 12601 141402059 501(C)(3) 1017543 GENERAL OPERATING SUPPORT MID-HUDSON AQUATICS INC 393 VASSAR RD POUGHKEEPSIE NY 12603 473097347 501(C)(3) 11269 GENERAL OPERATING SUPPORT MID-HUDSON CIVIC CENTER 14 CIVIC CENTER PLAZA POUGHKEEPSIE NY 126013118 510151858 501(C)(3) 90359 GENERAL OPERATING SUPPORT MILES OF HOPE BREAST CANCER FOUNDATION PO BOX 405 LAGRANGEVILLE NY 12540 134281796 501(C)(3) 70938 GENERAL OPERATING SUPPORT MUTUAL AID BEACON 23 NORTH BRETT ST BEACON NY 12508 010574675 501(C)(3) 6000 GENERAL OPERATING SUPPORT NEW WORLD FOUNDATION 680 WEST END AVENUE 1C NEW YORK NY 15762 131919791 501(C)(3) 100000 GENERAL OPERATING SUPPORT NEW YORK CATHOLIC FOUNDATION 1011 FIRST AVE NEW YORK NY 15981 204763501 501(C)(3) 12000 GENERAL OPERATING SUPPORT NOBODY LEAVES MID-HUDSON EDUCATION FUND 29 N HAMILTON ST SUITE L05 POUGHKEEPSIE NY 12601 943462187 501(C)(3) 12300 GENERAL OPERATING SUPPORT NORTH EAST COMMUNITY CENTER 51 SOUTH CENTER STREET PO BOX 35 MILLERTON NY 12546 141736237 501(C)(3) 36000 GENERAL OPERATING SUPPORT NUBIAN DIRECTIONS II INC 248 MAIN STREET POUGHKEEPSIE NY 12601 141777760 501(C)(3) 37905 GENERAL OPERATING SUPPORT, COVID-19 RELIEF OBERLIN CATALYST COMMUNITY DEVELOPMENT CORPORATION PO BOX 743 HUDSON NY 12534 651177449 501(C)(3) 7500 GENERAL OPERATING SUPPORT PEOPLE'S PLACE 17 ST JAMES STREET KINGSTON NY 12401 141701360 501(C)(3) 25150 GENERAL OPERATING SUPPORT PHILIPSTOWN BEHAVIORAL HEALTH HUB INC PO BOX 317 COLD SPRING NY 10516 842402163 501(C)(3) 9400 GENERAL OPERATING SUPPORT PHILLIES BRIDGE FARM PROJECT INC 45 PHILLIES BRIDGE ROAD NEW PALTZ NY 12561 141816094 501(C)(3) 15000 GENERAL OPERATING SUPPORT PINE PLAINS UNITED METHODIST CHURCH 2852 CHURCH STREET PINE PLAINS NY 12567 135562279 501(C)(3) 5950 GENERAL OPERATING SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON NY 20090 131644147 501(C)(3) 10370 GENERAL OPERATING SUPPORT PLANNED PARENTHOOD OF GREATER NEW YORK 178 CHURCH STREET POUGHKEEPSIE NY 12601 132621497 501(C)(3) 67750 GENERAL OPERATING SUPPORT POUGHKEEPSIE FARM PROJECT PO BOX 3143 POUGHKEEPSIE NY 126033143 141813679 501(C)(3) 51235 GENERAL OPERATING SUPPORT, COVID-19 RELIEF POUGHKEEPSIE HIGH SCHOOL CO POUGHKEEPSIE CITY SCHOOL DISTRICT 70 FORBUS STREET POUGHKEEPSIE NY 12601 146004158 TOWN OF POUGHKEEPSIE 11421 GENERAL OPERATING SUPPORT POUGHKEEPSIE MIDDLE SCHOOL CO POUGHKEEPSIE CITY SCHOOL DISTRICT 55 COLLEGE AVENUE POUGHKEEPSIE NY 12603 146004158 TOWN OF POUGHKEEPSIE 7050 GENERAL OPERATING SUPPORT, COVID-19 RELIEF POUGHKEEPSIE PUBLIC LIBRARY DISTRICT 93 MARKET STREET POUGHKEEPSIE NY 12601 141701733 501(C)(3) 8000 GENERAL OPERATING SUPPORT PUBLIC POLICY AND EDUCATION FUND OF NY INC 388 ANN ST NEWBURGH NY 12550 133364209 501(C)(3) 11500 GENERAL OPERATING SUPPORT RADIO KINGSTON CORPORATION 535 FIFTH AVENUE 33 FLOOR NEW YORK NY 10017 821753945 501(C)(3) 4500000 GENERAL OPERATING SUPPORT RAMAPO FOR CHILDREN PO BOX 266 RHINEBECK NY 12572 135600422 501(C)(3) 7500 GENERAL OPERATING SUPPORT, COVID-19 RELIEF RDC LOAVES AND FISHES INC 7 MARKET STREET PO BOX 665 DOVER PLAINS NY 12522 273477999 501(C)(3) 26500 GENERAL OPERATING SUPPORT REBUILDING TOGETHER DUTCHESS COUNTY PO BOX 3695 POUGHKEEPSIE NY 12603 223153808 501(C)(3) 8500 GENERAL OPERATING SUPPORT REHER CENTER FOR IMMIGRANT CULTURE AND HISTORY 99 BROADWAY KINGSTON NY 12401 141374486 501(C)(3) 10000 GENERAL OPERATING SUPPORT RURAL & MIGRANT MINISTRY INC PO BOX 4757 POUGHKEEPSIE NY 126024757 222527596 501(C)(3) 17688 GENERAL OPERATING SUPPORT, COVID-19 RELIEF RYAN MCELROY CHILDREN'S CANCER FOUNDATION 450 GARDNER HOLLOW ROAD POUGHQUAG NY 12570 141810853 501(C)(3) 6681 GENERAL OPERATING SUPPORT SAINT COLUMBA PARISH ROMAN CATHOLIC CHURCH PO BOX 428 HOPEWELL JUNCTION NY 125330428 141757547 501(C)(3) 11000 GENERAL OPERATING SUPPORT SALVATION ARMY - POUGHKEEPSIE CORPS 19 PERSHING AVENUE POUGHKEEPSIE NY 12601 135562351 501(C)(3) 15334 GENERAL OPERATING SUPPORT, COVID-19 RELIEF SCHUMACHER CENTER FOR A NEW ECONOMICS 140 JUG END RD GREAT BARRINGTON MA 12581 461421645 501(C)(3) 7500 GENERAL OPERATING SUPPORT SECOND CHANCE FOODS PO BOX 93 CARMEL NY 10512 810996695 501(C)(3) 16900 GENERAL OPERATING SUPPORT SPARROW'S NEST OF THE HUDSON VALLEY 942 ROUTE 376 SUITE 217 WAPPINGERS FALLS NY 12590 462573747 501(C)(3) 20205 GENERAL OPERATING SUPPORT, COVID-19 RELIEF ST DENISST COLUMBA SCHOOL 849 ROUTE 82 HOPEWELL JUNCTION NY 125330428 463261645 501(C)(3) 7500 GENERAL OPERATING SUPPORT ST MARY'S-ST JOSEPH'S PARISH 231 CHURCH STREET POUGHKEEPSIE NY 12601 141340116 501(C)(3) 14456 GENERAL OPERATING SUPPORT ST THOMAS EPISCOPAL CHURCH 40 LEEDSVILLE ROAD AMENIA NY 12501 141496937 501(C)(3) 14100 GENERAL OPERATING SUPPORT, COVID-19 RELIEF STANFORD FREE LIBRARY 14 CREAMERY ROAD STANFORDVILLE NY 12581 141492555 501(C)(3) 16235 GENERAL OPERATING SUPPORT SULLIVAN COUNTY DIVISION OF PLANNING AND COMMUNITY DEVELOPMENT 100 NORTH STREET MONTICELLO NY 12701 146002812 STATE OF NEW YORK 12000 GENERAL OPERATING SUPPORT SUPPORT CONNECTION INC 40 TRIANGLE CENTER SUITE 100 YORKTOWN HEIGHTS NY 10598 133900612 501(C)(3) 15000 GENERAL OPERATING SUPPORT TACONIC RESOURCES FOR INDEPENDENCE INC 82 WASHINGTON STREET STE 214 POUGHKEEPSIE NY 12601 141692576 501(C)(3) 12500 GENERAL OPERATING SUPPORT TEMPLE BETH-EL 118 GRAND AVENUE POUGHKEEPSIE NY 12603 141467426 501(C)(3) 18292 GENERAL OPERATING SUPPORT THE ART EFFECT 45 PERSHING AVENUE POUGHKEEPSIE NY 12601 222538177 501(C)(3) 33750 GENERAL OPERATING SUPPORT THE CENTER FOR PERFORMING ARTS AT RHINEBECK 661 ROUTE 308 RHINEBECK NY 125720148 223051271 501(C)(3) 107989 GENERAL OPERATING SUPPORT THE CENTER FOR THE PREVENTION OF CHILD ABUSE 35 VAN WAGNER ROAD POUGHKEEPSIE NY 12603 141584091 501(C)(3) 25000 GENERAL OPERATING SUPPORT THE CHILDREN'S FOUNDATION OF ASTOR INC PO BOX 5005 RHINEBECK NY 12572 223056183 501(C)(3) 5250 GENERAL OPERATING SUPPORT THE GOOD WORK INSTITUTE 65 ST JAMES STREET KINGSTON NY 12401 473091614 501(C)(3) 31500 GENERAL OPERATING SUPPORT THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 237327730 501(C)(3) 8334 GENERAL OPERATING SUPPORT THE NRA FOUNDATION INC 11250 WAPLES MILL RD FAIRFAX VA 22030 521710886 501(C)(3) 8334 GENERAL OPERATING SUPPORT THE REAL SKILLS NETWORK INC 29 N HAMILTON ST STE 113 POUGHKEEPSIE NY 12601 261086662 501(C)(3) 51000 GENERAL OPERATING SUPPORT THE WASSAIC PROJECT PO BOX 220 WASSAIC NY 125920200 272691962 501(C)(3) 25500 GENERAL OPERATING SUPPORT ULSTER COUNTY HISTORICAL SOCIETY PO BOX 279 STONE RIDGE NY 12484 141456816 501(C)(3) 10000 GENERAL OPERATING SUPPORT ULSTER IMMIGRANT DEFENSE NETWORK 30 PINE GROVE AVE KINGSTON NY 12401 146084855 501(C)(3) 8000 GENERAL OPERATING SUPPORT, COVID-19 RELIEF UNION CONCERENED SCIENTIST 2 BRATTLE SQUARE CAMBRIDGE MA 12138 012535767 501(C)(3) 6200 GENERAL OPERATING SUPPORT UNITARIAN UNIVERSALIST CONGREGATION OF THE CATSKILLS 320 SAWKILL ROAD KINGSTON NY 12401 146088215 501(C)(3) 20000 GENERAL OPERATING SUPPORT UNITED WAY OF THE DUTCHESS-ORANGE REGION 75 MARKET STREET POUGHKEEPSIE NY 126014015 141344805 501(C)(3) 10050 GENERAL OPERATING SUPPORT UNITED WAY OF ULSTER COUNTY 450 ALBANY AVENUE KINGSTON NY 12401 141409654 501(C)(3) 7500 COVID-19 RELIEF UNSHATTERED INC 1064 ROUTE 82 HOPEWELL JUNCTION NY 125330428 814627998 501(C)(3) 27350 GENERAL OPERATING SUPPORT VASSAR TEMPLE 140 HOOKER AVENUE POUGHKEEPSIE NY 12601 141422084 501(C)(3) 15690 GENERAL OPERATING SUPPORT VASSAR-WARNER HOME 52 S HAMILTON STREET POUGHKEEPSIE NY 12601 237334637 501(C)(3) 20000 GENERAL OPERATING SUPPORT, COVID-19 RELIEF VILLAGE HALLOWEEN PARADE INC 118 LA BERGERIE LANE RED HOOK NY 125712913 133020055 501(C)(3) 10000 GENERAL OPERATING SUPPORT WALKWAY OVER THE HUDSON 80 WASHINGTON STREET SUITE 300 POUGHKEEPSIE NY 12602 141753502 501(C)(3) 13650 GENERAL OPERATING SUPPORT WAPPINGERS CENTRAL SCHOOL DISTRICT PO BOX 396 HOPEWELL JUNCTION NY 125330428 146001997 TOWN OF WAPPINGERS 7045 GENERAL OPERATING SUPPORT WESTCHESTER COMMUNITY OPPORTUNITY PROGRAM INC 121 MAIN STREET BREWSTER NY 10509 132547122 501(C)(3) 19000 GENERAL OPERATING SUPPORT WOODSTOCK JEWISH CONGREGATION 1682 GLASCO TURNPIKE WOODSTOCK NY 12498 141699327 501(C)(3) 7500 GENERAL OPERATING SUPPORT WOODSTOCK PUBLIC LIBRARY DISTRICT 5 LIBRARY LANE WOODSTOCK NY 12498 141383477 501(C)(3) 9268 GENERAL OPERATING SUPPORT WORKER JUSTICE CENTER OF NEW YORK INC 9 MAIN STREET KINGSTON NY 12401 161155130 501(C)(3) 12600 GENERAL OPERATING SUPPORT, COVID-19 RELIEF 146 0 SCHOLARSHIP AWARDS 186 364101 PART I, LINE 2: GRANTS ARE MONITORED IN A NUMBER OF WAYS. STAFF MONITORS THE TAX STATUS, GOVERNANCE, LEADERSHIP AND FINANCIAL POSITION OF GRANTEES BY REVIEWING IRS FILINGS FOR EACH GRANTEE APPLYING FOR A COMPETITIVE GRANT. STAFF REVIEWS LOCAL AND NATIONAL NONPROFIT NEWS, CHECKS GUIDESTAR, CHARITY NAVIGATOR AND THE BETTER BUSINESS BUREAU ON A PERIODIC BASIS. 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 FOR GENERAL OPERATING SUPPORT DO NOT REQUIRE THE EXECUTION OF A GRANT AGREEMENT OR FOLLOW UP REPORT. FINALLY, 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 IS DELEGATED THE AUTHORITY TO APPROVE GRANT RECOMMENDATIONS FROM DONOR ADVISED FUNDS AND PROJECT FUND GRANTS UP TO $50,000 WITH BOARD REVIEW. STAFF IS DELEGATED THE AUTHORITY TO MAKE GRANTS, WITH REVIEW BY THE BOARD, FROM FUNDS VETTED BY A SEPARATE COMMITTEE, AGENCY FUND DISTRIBUTIONS, AND 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. MANY GRANTS PROCESSED SINCE MARCH 2020 WERE RELATED TO COVID-19 RELIEF. OUR SOFTWARE SYSTEM ALLOWED US TO INDICATE IF A GRANT WAS COVID RELATED BOTH FOR OUR RAPID RESPONSE FUNDS (PUTNAM COVID-19 RESPONSE AND DUTCHESS RESPONDS) AND FROM DONOR ADVISED FUNDS. DONORS HAVE THE ABILITY TO RECOMMEND GRANTS TO OUR BOARD OF TRUSTEES ON AN ONGOING BASIS, AND IF DIRECTLY RELATED TO COVID SUPPORT OR IMPACT STAFF WOULD FLAG THE GRANTS AS SUCH. TYPICALLY DONOR ADVISED GRANTS ARE FOR GENERAL SUPPORT, OR WILL INDICATE IF THERE IS A SPECIFIC ALLOCATION. ORGANIZATIONS ARE ENCOURAGED TO PROVIDE US WITH UPDATES BUT TYPICALLY THERE ARE NO FORMAL REPORTING REQUIREMENTS. OUR TWO RESPONSE FUNDS PROVIDED DIRECT GRANTMAKING BASED ON OUTREACH AND RESEARCH AS WELL AS A SIMPLE COMPETITIVE GRANT APPLICATION ORGANIZATIONS COULD ACCESS THROUGH OUR ONLINE GRANTS PORTAL. DUE TO THE NATURE OF THESE GRANTS, THERE WAS MUCH MORE CONTACT WITH THE GRANTEES DURING THIS TIME SO WE OFTEN HAD EMAIL CORRESPONDENCE INDICATING THE USE OF THE FUNDS INCLUDING DATA AND PHOTOS. ADDITIONALLY ALL GRANTS AWARDED THROUGH OUR PORTAL HAVE A REQUIRED FOLLOW UP REPORT DUE WITHIN THE YEAR OF THE AWARD. AS THE FUNDS WERE EXPENDED QUICKLY, MANY ORGANIZATIONS HAVE COMPLETED THEIR REPORTING TO DATE. ALL GRANT PAYMENTS SENT OUT INCLUDE AN AWARD LETTER INDICATING THE ALLOWED USE OF FUNDS AND ANY REPORTING REQUIREMENTS. X 33 1510610 AVG. SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY, INC. 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. WHEN THE 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 COMMUNITY 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 GRANT 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 GOVERNANCE 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 GOVERNANCE COMMITTEE CHAIR AND CHAIR OF THE BOARD. THE GOVERNANCE 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 FALL 2018. THERE WILL NOT BE A REVIEW IN 2019 AS THERE IS AN INTERIM PRESIDENT IN PLACE. 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 IF WARRANTED. THE GROSS AMOUNT FOR RAISES ARE 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 IN AUGUST OF 2019 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 ORGANIZATION 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. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 80 WASHINGTON STREET, POUGHKEEPSIE, NY 12601 OR BY CALLING THE ORGANIZATION DIRECTLY AT (845) 452-3077. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIFE INSURANCE POLICIES -40,911. FORM 990, PART XII, LINE 2C: THE ORGANIZATION 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. COMMUNITY FOUNDATIONS REAL ESTATE LLC 80 WASHINGTON STREET SUITE 201 POUGHKEEPSIE NY 12601 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