COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY (EIN 23-7026859)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-12-14
- IRS object ID
- 202143489349301014
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-14T09:19:20-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237026859 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATIONS OF THE HUDSON | BusinessNameLine1Txt |
| Business Name Line2 | VALLEY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8454523077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 VAN WAGNER ROAD | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY J CROSS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8454523077 | PhoneNum |
| Signature | 2021-12-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SALLY | PersonFirstNm |
| Person Last | CROSS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2021-12-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SALLY J CROSS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 VAN WAGNER ROAD | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,727,741 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COMMUNITYFOUNDATIONSHV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATIONS' MOST SIGNIFICANT ACTIVITIES FOR THE 2021 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 265 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,949,582 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,939,807 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $68,412 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $78,825 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,779,337 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,212,604 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$45,852 | PYOtherRevenueAmt |
| CY Other Revenue | $618 | CYOtherRevenueAmt |
| PY Total Revenue | $16,751,479 | PYTotalRevenueAmt |
| CY Total Revenue | $32,231,854 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,114,821 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,753,681 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $874,354 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $863,865 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $42,337 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,299,575 | PYOtherExpensesAmt |
| CY Other Expenses | $805,385 | CYOtherExpensesAmt |
| PY Total Expenses | $11,288,750 | PYTotalExpensesAmt |
| CY Total Expenses | $12,422,931 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,462,729 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,808,923 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,848,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,100,585 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,833,193 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,198,115 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,015,054 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $95,902,470 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,323,390 | ExpenseAmt |
| Grant | $10,753,681 | GrantAmt |
| Revenue | $78,825 | RevenueAmt |
| Desc | GRANT-MAKING: GRANTS FROM CHARITABLE FUNDS TO MEET COMMUNITY NEEDS AND IN KEEPING WITH DONORS' INTENT. DURING 2021, COVID EMERGENCY RESPONSE FUNDS SUPPORTED NONPROFIT FIRST RESPONDERS NEED FOR FOOD, PPE AND ONLINE PROGRAM DELIVERY. NEARLY $12 MILLION DOLLARS WAS GRANTED FOR HEALTH AND HUMAN SERVICES, ARTS AND CULTURE, COMMUNITY, EDUCATION, ANIMAL WELFARE, AND FAITH-BASED ORGANIZATIONS' CHARITABLE ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $339,826 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $89,954 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,753,170 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARCY KELLY | PersonNm |
| Phone | 8454523077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 VAN WAGNER ROAD | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12603 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY D WOOD | ||||||
| CHAIR, THRU MAY 2021 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM A BRENNER CPA | ||||||
| VICE CHAIR, FINANCE / TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRENDA K SANTORO CPA | ||||||
| VICE CHAIR, AUDIT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVEN R TINKELMAN | ||||||
| VICE CHAIR, INVESTMENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MYRNA SAMETH | ||||||
| VICE CHAIR, GOVERNANCE | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES SIMON | ||||||
| VICE CHAIR, DEVELOPMENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA B CLARKE | ||||||
| VICE CHAIR, GRANTS | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| YU-SHIN CHEN | ||||||
| VICE CHAIR, DUTCHESS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS J MURPHY | ||||||
| VICE CHAIR, ULSTER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NATHANIEL S PRENTICE | ||||||
| VICE CHAIR, PUTNAM | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELEANOR CHARWAT | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AZIZ AHSAN ESQ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT J COTTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES A FRENI JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN HAMILTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY KNOX MPS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WESLEY J LEE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CORA MALLORY-DAVIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARLENE L PFEIFFER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER KRULEWICH | ||||||
| TRUSTEE, THRU MAY 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SALLY J CROSS CFRE | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $129,490 | $0 | $5,890 | |
| KEVIN QUILTY | ||||||
| VICE PRESIDENT, ULSTER | 40.00 | Yes (X) | $89,699 | $0 | $2,819 | |
| NANCY ROSSI BROWNELL | ||||||
| VICE PRESIDENT, PUTNAM | 20.00 | Yes (X) | $42,131 | $0 | $911 | |
| DARCY KELLY | ||||||
| CFO | 40.00 | Yes (X) | $62,843 | $0 | $6,199 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $324,163 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,819 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $55,160 | GovernmentGrantsAmt |
| All Other Contributions | $26,884,647 | AllOtherContributionsAmt |
| Noncash Contributions | $1,421,205 | NoncashContributionsAmt |
| Total Contributions | $26,939,807 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $78,825 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $78,825 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $78,825 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,394,575 | TotalRevenueColumnAmt |
| Exclusion | $1,394,575 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,313,916 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,495,887 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,818,029 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,818,029 | TotalRevenueColumnAmt |
| Exclusion | $3,818,029 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $618 | TotalRevenueColumnAmt |
| Exclusion | $618 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $618 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,231,854 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $78,825 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,213,222 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,340,561 | TotalAmt |
| Program Services | $10,340,561 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,120 | TotalAmt |
| Program Services | $413,120 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,900 | TotalAmt |
| Program Services | $296,284 | ProgramServicesAmt |
| Management And General | $101,616 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,806 | TotalAmt |
| Program Services | $141,856 | ProgramServicesAmt |
| Management And General | $152,940 | ManagementAndGeneralAmt |
| Fundraising | $24,010 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,705 | TotalAmt |
| Program Services | $1,901 | ProgramServicesAmt |
| Management And General | $3,386 | ManagementAndGeneralAmt |
| Fundraising | $418 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,704 | TotalAmt |
| Program Services | $56,440 | ProgramServicesAmt |
| Management And General | $20,068 | ManagementAndGeneralAmt |
| Fundraising | $3,196 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,750 | TotalAmt |
| Program Services | $37,539 | ProgramServicesAmt |
| Management And General | $22,122 | ManagementAndGeneralAmt |
| Fundraising | $2,089 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,395 | TotalAmt |
| Management And General | $9,395 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,800 | TotalAmt |
| Management And General | $42,800 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,500 | TotalAmt |
| Management And General | $4,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,892 | TotalAmt |
| Management And General | $73,892 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,005 | TotalAmt |
| Management And General | $23,005 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,144 | TotalAmt |
| Program Services | $33,499 | ProgramServicesAmt |
| Management And General | $395 | ManagementAndGeneralAmt |
| Fundraising | $250 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,609 | TotalAmt |
| Program Services | $38,223 | ProgramServicesAmt |
| Management And General | $15,386 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,037 | TotalAmt |
| Program Services | $37,823 | ProgramServicesAmt |
| Management And General | $19,179 | ManagementAndGeneralAmt |
| Fundraising | $35 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,327 | TotalAmt |
| Program Services | $35,409 | ProgramServicesAmt |
| Management And General | $19,918 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,215 | TotalAmt |
| Program Services | $1,192 | ProgramServicesAmt |
| Management And General | $14 | ManagementAndGeneralAmt |
| Fundraising | $9 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,964 | TotalAmt |
| Program Services | $3,532 | ProgramServicesAmt |
| Management And General | $102 | ManagementAndGeneralAmt |
| Fundraising | $12,330 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,430 | TotalAmt |
| Program Services | $2,195 | ProgramServicesAmt |
| Management And General | $1,235 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,856 | TotalAmt |
| Management And General | $3,856 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM EXPENSES | $313,596 | $313,596 | |
| WRITE-OFF OF NOTE RECEI | $113,615 | $113,615 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,422,931 | TotalAmt |
| Program Services | $11,753,170 | ProgramServicesAmt |
| Management And General | $627,424 | ManagementAndGeneralAmt |
| Fundraising | $42,337 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,482 | BOYAmt |
| EOY | $299,481 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,909,699 | BOYAmt |
| EOY | $23,748,757 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,449 | BOYAmt |
| EOY | $122,522 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,235,304 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,209 | BOYAmt |
| EOY | $31,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,982 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,099 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,313 | BOYAmt |
| EOY | $7,883 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,766,480 | BOYAmt |
| EOY | $83,541,671 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,311 | BOYAmt |
| EOY | $308,873 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $39,617 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,848,247 | BOYAmt |
| EOY | $108,100,585 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,746 | BOYAmt |
| EOY | $36,295 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,352,913 | BOYAmt |
| EOY | $1,858,984 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,177 | BOYAmt |
| EOY | $500 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,188,357 | BOYAmt |
| EOY | $10,302,336 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,833,193 | BOYAmt |
| EOY | $12,198,115 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,758,247 | BOYAmt |
| EOY | $95,643,914 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,807 | BOYAmt |
| EOY | $258,556 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,015,054 | BOYAmt |
| EOY | $95,902,470 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,848,247 | BOYAmt |
| EOY | $108,100,585 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,808,923 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,076,744 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,749 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,857,292 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,424,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,386,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,949,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,939,807 | CurrentTaxYearAmt |
| Total | $95,558,174 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,857,292 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,424,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,386,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,949,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,939,807 | CurrentTaxYearAmt |
| Total | $95,558,174 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $56,931,548 | SubstantialContributorsTotAmt |
| Public Support Total170 | $38,626,626 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,680,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,968,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,272,325 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,415,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,394,575 | CurrentTaxYearAmt |
| Total | $8,731,532 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $618 | CurrentTaxYearAmt |
| Total | $618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $104,290,324 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $378,150 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.37040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37470 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISC INCOME - 2020 AMOUNT: $ 618. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $4,500 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $4,500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | VAN SCOYOC ASSOCIATES, INC. $4,500 CFHV PARTNERS WITH OTHER COMMUNITY FOUNDATIONS TO RAISE AWARENESS ABOUT THE ACTIVITIES AND VALUE OF COMMUNITY FOUNDATIONS NATIONALLY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 163 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $22,669,484 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $7,637,538 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $44,396,688 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,735,076 | BeginningYearBalanceAmt |
| Contributions | $1,692,188 | ContributionsAmt |
| Investment Earnings Or Losses | $13,057,140 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,525,319 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $730,730 | AdministrativeExpensesAmt |
| End Year Balance | $55,228,355 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,156,876 | BeginningYearBalanceAmt |
| Contributions | $4,086,210 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,275,113 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,412,942 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $819,955 | AdministrativeExpensesAmt |
| End Year Balance | $42,735,076 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,899,404 | BeginningYearBalanceAmt |
| Contributions | $1,130,735 | ContributionsAmt |
| Investment Earnings Or Losses | $1,026,903 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,425,756 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $474,410 | AdministrativeExpensesAmt |
| End Year Balance | $42,156,876 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,606,214 | BeginningYearBalanceAmt |
| Contributions | $2,127,661 | ContributionsAmt |
| Investment Earnings Or Losses | $2,778,718 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,145,321 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $467,868 | AdministrativeExpensesAmt |
| End Year Balance | $41,899,404 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,307,705 | BeginningYearBalanceAmt |
| Contributions | $2,281,914 | ContributionsAmt |
| Investment Earnings Or Losses | $4,848,663 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,396,770 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $435,298 | AdministrativeExpensesAmt |
| End Year Balance | $38,606,214 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99530 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00470 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,982 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,099 | DepreciationAmt |
| Book Value | $7,883 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,883 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,347,258 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,076,744 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $112,552 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $12,189,296 | RevenueNotReportedAmt |
| Revenue Subtotal | $32,157,962 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $73,892 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $73,892 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,231,854 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,461,591 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $112,552 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $112,552 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,349,039 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $73,892 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $73,892 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,422,931 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2018. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (156 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 13 HANDS EQUINE RESCUE | ||||||||
| 50 TUSCAN WAY | CLINTON CORNERS | NY | 12514 | 810828555 | 501(C)(3) | $10,000 | EAGALA THERAPY FOR VETERANS | |
| AKINDALE REHABILITATION & LAND CONSERVATION FUND | ||||||||
| 323 QUAKER HILL ROAD | PAWLING | NY | 12564 | 201822473 | 501(C)(3) | $25,366 | CARE OF HORSES | |
| ALLURE AVEDA CONCEPT SALON | ||||||||
| 47 E MARKET ST SUITE 1 | RHINEBECK | NY | 12572 | 141740610 | $7,000 | SMALL BUSINESS SUPPORT DUE TO IMPACT OF COVID-19 PUBLIC HEALTH CRISIS | ||
| AMERICAN CANCER SOCIETY - HUDSON VALLEY REGION | ||||||||
| 38 RICHARDS AVENUE | NORWALK | CT | 06854 | 131788491 | 501(C)(3) | $9,356 | GENERAL OPERATING SUPPORT | |
| AMERICAN CONSERVATIVE UNION FOUNDATION | ||||||||
| 201 N UNION ST SUITE 370 | ALEXANDRIA | VA | 223142650 | 521294680 | 501(C)(3) | $8,668 | GENERAL OPERATING SUPPORT | |
| AMERICAN JEWISH WORLD SERVICE INC | ||||||||
| 45 W 36TH STREET 11TH FL | NEW YORK | NY | 10018 | 222584370 | 501(C)(3) | $7,500 | GENERAL OPERATING SUPPORT | |
| AMERICAN RED CROSS OF THE MID-HUDSON VALLEY | ||||||||
| 4 JEFFERSON PLAZA SUITE 302 | POUGHKEEPSIE | NY | 12601 | 530196605 | 501(C)(3) | $9,456 | GENERAL OPERATING SUPPORT | |
| ANGEL FOOD EAST | ||||||||
| 207 ALBANY AVENUE | KINGSTON | NY | 12401 | 141747271 | 501(C)(3) | $8,000 | GENERAL OPERATING SUPPORT | |
| ANIMAL RESCUE FOUNDATION INC | ||||||||
| PO BOX 1129 | BEACON | NY | 12508 | 141730869 | 501(C)(3) | $6,076 | GENERAL OPERATING SUPPORT | |
| ART GALLERY 71 | ||||||||
| 71 EAST MARKET STREET | RHINEBECK | NY | 12572 | 843364578 | 501(C)(3) | $6,100 | SMALL BUSINESS SUPPORT DUE TO IMPACT OF COVID-19 PUBLIC HEALTH CRISIS | |
| ARTS MID-HUDSON | ||||||||
| 696 DUTCHESS TURNPIKE SUITE F | POUGHKEEPSIE | NY | 12603 | 146035153 | 501(C)(3) | $10,184 | GENERAL OPERATING SUPPORT | |
| ASCIENZO FAMILY FOUNDATION RED HOOK RESPONDS | ||||||||
| 60 PENSTOCK LN | LAKE KATRINE | NY | 12449 | 472453496 | 501(C)(3) | $13,500 | GENERAL OPERATING SUPPORT | |
| BARDAVON 1869 OPERA HOUSE INC | ||||||||
| 35 MARKET STREET | POUGHKEEPSIE | NY | 12601 | 141585490 | 501(C)(3) | $147,484 | GENERAL OPERATING SUPPORT | |
| BEACON HEBREW ALLIANCE | ||||||||
| 331 VERPLANCK AVENUE | BEACON | NY | 125080007 | 146039468 | 501(C)(3) | $28,498 | GENERAL OPERATING SUPPORT | |
| BETSY JACARUSO STUDIO & GALLERY | ||||||||
| PO BOX 210 | RHINECLIFF | NY | 12574 | 000000000 | $6,500 | SMALL BUSINESS SUPPORT DUE TO IMPACT OF COVID-19 PUBLIC HEALTH CRISIS | ||
| BEULAH BAPTIST CHURCH | ||||||||
| 92 CATHARINE STREET | POUGHKEEPSIE | NY | 12601 | 141605118 | 501(C)(3) | $7,570 | SUPPORT FOR COVID-19 FEEDING PROGRAM | |
| BOY SCOUTS OF AMERICA - HUDSON VALLEY COUNCIL | ||||||||
| 6 JEANNE DRIVE | NEWBURGH | NY | 12550 | 141338385 | 501(C)(3) | $22,549 | GENERAL OPERATING SUPPORT | |
| BREWSTER CARES INC | ||||||||
| 31 PROSPECT STREET | BREWSTER | NY | 10509 | 851191244 | 501(C)(3) | $7,000 | GENERAL OPERATING SUPPORT | |
| CAMP HERRLICH | ||||||||
| 101 DEACON SMITH HILL ROAD | PATTERSON | NY | 12563 | 132729777 | 501(C)(3) | $10,250 | GENERAL OPERATING SUPPORT | |
| CANCER RESEARCH INSTITUTE | ||||||||
| 29 BROADWAY FLOOR 4 | NEW YORK | NY | 10006 | 131837442 | 501(C)(3) | $8,727 | GENERAL OPERATING SUPPORT | |
| CANCER SUPPORT TEAM INC | ||||||||
| 2900 WESTCHESTER AVENUE SUITE 103 | PURCHASE | NY | 10577 | 132938964 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT | |
| CAPUCHIN FRANCISCANS PROVINCE OF ST MARY | ||||||||
| 110 SHONNARD PLACE | YONKERS | NY | 107032226 | 056008676 | 501(C)(3) | $5,685 | GENERAL OPERATING SUPPORT | |
| CAREERS SUPPORT SOLUTIONS INC | ||||||||
| 102 GLENEIDA AVENUE | CARMEL | NY | 10512 | 133424844 | 501(C)(3) | $10,250 | GENERAL OPERATING SUPPORT | |
| CARY INSTITUTE OF ECOSYSTEM STUDIES | ||||||||
| 2801 SHARON TURNPIKE | MILLBROOK | NY | 12545 | 223232968 | 501(C)(3) | $7,223 | GENERAL OPERATING SUPPORT | |
| CASA DE DIOS Y PUERTA DEL CIELO | ||||||||
| 1608 RT 9G | HYDE PARK | NY | 12538 | 465748582 | 501(C)(3) | $10,000 | FEEDING AND BACK TO SCHOOL SUPPORT | |
| CATHOLIC CHARITIES OF ORANGE SULLIVAN AND ULSTER | ||||||||
| 6 ADAMS ST | KINGSTON | NY | 12401 | 320151827 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| CATSKILL ANIMAL SANCTUARY INC | ||||||||
| 316 OLD STAGE ROAD | SAUGERTIES | NY | 12477 | 141827972 | 501(C)(3) | $5,100 | GENERAL OPERATING SUPPORT | |
| CENTER FOR CREATIVE EDUCATION | ||||||||
| 16 CEDAR STREET | KINGSTON | NY | 12401 | 943152269 | 501(C)(3) | $5,500 | GENERAL OPERATING SUPPORT | |
| CENTER FOR GOVERNMENTAL RESEARCH | ||||||||
| 1 SOUTH WASHINGTON STREET SUITE 400 | ROCHESTER | NY | 146141135 | 160754774 | 501(C)(3) | $10,800 | SUPPORT FOR THE MVHCF PROJECT | 400 |
| CHESTER AGRICULTURAL CENTER INC | ||||||||
| 168 MEADOW AVENUE | CHESTER | NY | 10918 | 832899262 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT | |
| CHILDREN'S HOME OF POUGHKEEPSIE | ||||||||
| 10 CHILDRENS WAY | POUGHKEEPSIE | NY | 126011437 | 141364662 | 501(C)(3) | $22,572 | EMERGENCY NEEDS OF YOUTH AGING OUT OF FOSTER CARE | |
| CHRIST EPISCOPAL CHURCH | ||||||||
| 20 CARROLL STREET | POUGHKEEPSIE | NY | 12601 | 141416683 | 501(C)(3) | $23,950 | GENERAL OPERATING SUPPORT | |
| CHURCH OF ST MARY-ST JOSEPH AND OUR LADY OF MT CARMEL | ||||||||
| 231 CHURCH STREET | POUGHKEEPSIE | NY | 12601 | 141340116 | 501(C)(3) | $11,118 | GENERAL OPERATING SUPPORT | |
| CITY OF POUGHKEEPSIE | ||||||||
| 62 CIVIC CENTER PLAZA | POUGHKEEPSIE | NY | 12601 | 146002385 | IRC 115 | $50,000 | MATCH FOR THE CITYS COMPREHENSIVE PLAN & ZONING UPDATE | |
| CLINTON COMMUNITY LIBRARY | ||||||||
| 1215 CENTRE ROAD | RHINEBECK | NY | 12572 | 141699640 | IRC 115 | $25,000 | GENERAL OPERATING SUPPORT | |
| COLUMBIA COUNTY HEALTH CARE CONSORTIUM INC | ||||||||
| 325 COLUMBIA STREET | HUDSON | NY | 12534 | 141802680 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT | |
| COMMON GROUND FARM | ||||||||
| PO BOX 148 | BEACON | NY | 12508 | 010574675 | 501(C)(3) | $37,000 | COVID-19 RELIEF | |
| COMMUNITY ACTION PARTNERSHIP FOR DUTCHESS COUNTY INC | ||||||||
| 77 CANNON STREET | POUGHKEEPSIE | NY | 12601 | 141611857 | 501(C)(3) | $83,130 | EMERGENCY ASSISTANCE IN DUTCHESS COUNTY | |
| COMMUNITY CARES INC | ||||||||
| 692 ROUTE 6 SUITE 209 | MAHOPAC | NY | 10542 | 383770172 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| CORNELL COOPERATIVE EXTENSION DUTCHESS COUNTY | ||||||||
| 2715 RT 44 SUITE 1 | MILLBROOK | NY | 125455510 | 146036882 | 501(C)(3) | $20,860 | SUPPORT FOR DUTCHESS COUNTY 4-H YOUTH DEVELOPMENT | |
| CORNELL COOPERATIVE EXTENSION ORANGE COUNTY | ||||||||
| 18 SEWARD AVENUE SUITE 300 | MIDDLETOWN | NY | 10940 | 146036882 | 501(C)(3) | $12,500 | ENHANCING SMALL FOOD PANTRY ACCESS TO FRESH FOOD IN THE HUDSON VALLEY | |
| CORNELL COOPERATIVE EXTENSION ULSTER COUNTY | ||||||||
| 232 PLAZA ROAD | KINGSTON | NY | 12401 | 146036893 | 501(C)(3) | $20,000 | HUDSON VALLEY PILOT MARKET: NEW YORK STATE FOOD SYSTEMS MAPPING PROJECT | |
| CORNERSTONE FAMILY HEALTHCARE | ||||||||
| 147 LAKE STREET | NEWBURGH | NY | 12550 | 061036715 | 501(C)(3) | $50,000 | GAP CARE 2021 (ORANGE, ROCKLAND, SULLIVAN) | |
| CULTURECONNECT | ||||||||
| PO BOX 590 | RHINEBECK | NY | 12572 | 161516523 | 501(C)(3) | $9,325 | GENERAL OPERATING SUPPORT | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | 133433452 | 501(C)(3) | $5,200 | GENERAL OPERATING SUPPORT | |
| DUTCHESS COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 53 PENDELL ROAD | POUGHKEEPSIE | NY | 126011512 | 222484101 | 501(C)(3) | $7,550 | GENERAL OPERATING SUPPORT | |
| DUTCHESS COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 88 | POUGHKEEPSIE | NY | 126020088 | 141505142 | 501(C)(3) | $11,356 | GENERAL OPERATING SUPPORT | |
| DUTCHESS COUNTY SPCA | ||||||||
| 636 VIOLET AVENUE | HYDE PARK | NY | 12538 | 141340058 | 501(C)(3) | $49,456 | GENERAL OPERATING SUPPORT | |
| DUTCHESS OUTREACH | ||||||||
| 29 N HAMILTON ST STE 223 | POUGHKEEPSIE | NY | 126012541 | 222339537 | 501(C)(3) | $61,350 | GENERAL OPERATING SUPPORT | |
| ELEANOR ROOSEVELT CENTER AT VAL-KILL | ||||||||
| 106 VALKILL PARK ROAD | HYDE PARK | NY | 12538 | 141590637 | 501(C)(3) | $92,237 | GENERAL OPERATING SUPPORT | |
| ENJOYRHINEBECK | ||||||||
| PO BOX 384 | RHINEBECK | NY | 12572 | 274435413 | 501(C)(3) | $8,000 | SMALL BUSINESS SUPPORT DUE TO IMPACT OF COVID-19 PUBLIC HEALTH CRISIS | |
| EPISCOPAL CHURCH OF THE MESSIAH | ||||||||
| 6436 MONTGOMERY STREET | RHINEBECK | NY | 12572 | 131623985 | 501(C)(3) | $17,049 | SUPPORT FOR ESL FAMILIES | |
| FAMILY OF WOODSTOCK INC | ||||||||
| 39 JOHN STREET | KINGSTON | NY | 12402 | 141537663 | 501(C)(3) | $69,386 | GENERAL OPERATING SUPPORT | |
| FAMILY SERVICES INC | ||||||||
| 29 N HAMILTON STREET 109 | POUGHKEEPSIE | NY | 12601 | 141338399 | 501(C)(3) | $43,200 | GENERAL OPERATING SUPPORT | |
| FOOD BANK OF THE HUDSON VALLEY | ||||||||
| 195 HUDSON STREET | CORNWALLONHUDSON | NY | 125201619 | 222470885 | 501(C)(3) | $89,200 | GENERAL OPERATING SUPPORT | |
| FOUNDATION FOR VASSAR BROTHERS MEDICAL CENTER | ||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 141736429 | 501(C)(3) | $162,939 | GENERAL OPERATING SUPPORT | |
| FRANCISCAN FRIARS OF THE ATONEMENT - GRAYMOOR | ||||||||
| 1350 ROUTE 9 | GARRISON | NY | 105240301 | 141344809 | 501(C)(3) | $9,856 | GENERAL OPERATING SUPPORT | |
| FRANKLIN PIERCE UNIVERSITY | ||||||||
| 40 UNIVERSITY DRIVE | RINDGE | NH | 034610060 | 020263136 | 501(C)(3) | $21,000 | SUPPORT FOR VOLLEYBALL PROGRAM | |
| FRIENDS OF KAREN INC | ||||||||
| 118 TITICUS ROAD | NORTH SALEM | NY | 10560 | 141612290 | 501(C)(3) | $6,000 | GENERAL OPERATING SUPPORT | |
| FRIENDS OF THE ARAVA INSTITUTE | ||||||||
| 1320 CENTRE STREET SUITE 206 | NEWTON CENTRE | MA | 02459 | 113485736 | 501(C)(3) | $5,500 | GENERAL OPERATING SUPPORT | |
| GATEWAY COMMUNITY INDUSTRIES INC | ||||||||
| 1 AMY KAY PARKWAY | KINGSTON | NY | 124016444 | 141458757 | 501(C)(3) | $50,000 | SENIOR MOBILE MEALS | |
| GRACE SMITH HOUSE | ||||||||
| 1 BROOKSIDE AVENUE | POUGHKEEPSIE | NY | 12601 | 141626657 | 501(C)(3) | $19,014 | HEALTHY TEEN PROGRAM | |
| GRANNIES RESPOND ABUELAS RESPONDEN INC | ||||||||
| 18 TELLER AVENUE | BEACON | NY | 12508 | 833932245 | 501(C)(3) | $12,255 | REUNITE MIGRANT FAMILIES / NEIGHBORS TOGETHER | |
| GRINNELL PUBLIC LIBRARY | ||||||||
| 2642 E MAIN STREET | WAPPINGERS FALLS | NY | 12590 | 140723670 | IRC 115 | $30,000 | GENERAL OPERATING SUPPORT | |
| HARMONY PROJECT HUDSON | ||||||||
| 35 E 20TH ST 2ND FLOOR | NEW YORK | NY | 10003 | 821930685 | 501(C)(3) | $20,000 | GENERAL OPERATING SUPPORT | |
| HARRIET TUBMAN ACADEMIC SKILLS AND ENRICHMENT PROGRAM | ||||||||
| 21 WILLIAMS STREET | POUGHKEEPSIE | NY | 12601 | 141792116 | 501(C)(3) | $6,067 | GENERAL OPERATING SUPPORT | |
| HAWTHORNE VALLEY ASSOCIATION INC | ||||||||
| 327 COUNTY ROUTE 21C | GHENT | NY | 12075 | 132722428 | 501(C)(3) | $20,000 | GENERAL OPERATING SUPPORT | |
| HILLEL NORTH CAROLINA | ||||||||
| 210 W CAMERON AVE | CHAPEL HILL | NC | 27516 | 566094521 | 501(C)(3) | $8,000 | GENERAL OPERATING SUPPORT | |
| HILLSDALE COLLEGE | ||||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | 381374230 | 501(C)(3) | $8,668 | GENERAL OPERATING SUPPORT | |
| HILLSIDE FOOD OUTREACH | ||||||||
| 4B EAGLE ROAD | DANBURY | CT | 06810 | 010712431 | 501(C)(3) | $21,300 | GENERAL OPERATING SUPPORT | |
| HOLISTIC HEALTH COMMUNITY INC | ||||||||
| PO BOX 725 | STONE RIDGE | NY | 12484 | 455172061 | 501(C)(3) | $101,000 | GENERAL OPERATING SUPPORT | |
| HOWLAND CHAMBER MUSIC CIRCLE | ||||||||
| PO BOX 224 | CHELSEA | NY | 125120224 | 141812997 | 501(C)(3) | $30,230 | GENERAL OPERATING SUPPORT | |
| HUDSON HIGHLANDS LAND TRUST | ||||||||
| 1180 ROUTE 9D | GARRISON | NY | 10524 | 133528266 | 501(C)(3) | $11,000 | GENERAL OPERATING SUPPORT | |
| HUDSON RIVER HOUSING INC | ||||||||
| 313 MILL STREET | POUGHKEEPSIE | NY | 12601 | 222456648 | 501(C)(3) | $98,079 | ASSISTANCE FOR FAMILIES AND INDIVIDUALS IMPACTED BY COVID-19 | |
| HUDSON RIVER MARITIME MUSEUM | ||||||||
| 50 RONDOUT LANDING | KINGSTON | NY | 12401 | 222325506 | 501(C)(3) | $15,125 | GENERAL OPERATING SUPPORT | |
| HUDSON VALLEY CEREMONIES | ||||||||
| 6795 RTE 9 STE 16 | RHINEBECK | NY | 12572 | 000000000 | $7,300 | SMALL BUSINESS SUPPORT DUE TO IMPACT OF COVID-19 PUBLIC HEALTH CRISIS | ||
| HUDSON VALLEY HOSPICE FOUNDATION INC | ||||||||
| 80 WASHINGTON STREET SUITE 204 | POUGHKEEPSIE | NY | 12601 | 141824200 | 501(C)(3) | $12,260 | GENERAL OPERATING SUPPORT | |
| JAZZ POWER INITIATIVE | ||||||||
| 5030 BROADWAY SUITE 651 | NEW YORK | NY | 10034 | 061722131 | 501(C)(3) | $7,500 | GENERAL OPERATING SUPPORT | |
| JEWISH FEDERATION OF DUTCHESS COUNTY | ||||||||
| PO BOX 2525 | POUGHKEEPSIE | NY | 12603 | 141751875 | 501(C)(3) | $16,967 | GENERAL OPERATING SUPPORT | |
| KINGSTON YMCA FARM PROJECT | ||||||||
| 507 BROADWAY | KINGSTON | NY | 12401 | 141338342 | 501(C)(3) | $16,370 | GENERAL OPERATING SUPPORT | |
| LAND OF OZ TOYS | ||||||||
| 41 EAST MARKET STREET | RHINEBECK | NY | 12572 | 454127484 | 501(C)(3) | $7,000 | SMALL BUSINESS SUPPORT DUE TO IMPACT OF COVID-19 PUBLIC HEALTH CRISIS | |
| LAND TO LEARN | ||||||||
| PO BOX 223 | BEACON | NY | 12508 | 463267308 | 501(C)(3) | $21,250 | GENERAL OPERATING SUPPORT | |
| LEGAL SERVICES OF THE HUDSON VALLEY | ||||||||
| 331 MAIN STREET 2ND FLOOR SUITE 200 | POUGHKEEPSIE | NY | 12601 | 136265606 | 501(C)(3) | $26,500 | GENERAL OPERATING SUPPORT | 200 |
| LIBRARY AT THE AJ WILLIAMS-MYERS AFRICAN ROOTS CENTER | ||||||||
| PO BOX 2203 | KINGSTON | NY | 12401 | 371793041 | 501(C)(3) | $5,600 | GENERAL OPERATING SUPPORT | |
| LITERACY CONNECTIONS OF THE HUDSON VALLEY | ||||||||
| 504 HAIGHT AVENUE SUITE 1 | POUGHKEEPSIE | NY | 126032480 | 141710952 | 501(C)(3) | $11,438 | GENERAL OPERATING SUPPORT | |
| LOCUST GROVE THE SAMUEL MORSE HISTORIC SITE | ||||||||
| 2683 SOUTH ROAD | POUGHKEEPSIE | NY | 12601 | 141619998 | 501(C)(3) | $101,000 | TO MAINTAIN THE PARK | |
| MEALS ON WHEELS OF GREATER POUGHKEEPSIE | ||||||||
| 100 CANNON STREET | POUGHKEEPSIE | NY | 12601 | 141538305 | 501(C)(3) | $13,150 | GENERAL OPERATING SUPPORT | |
| MEDIATION CENTER OF DUTCHESS COUNTY INC | ||||||||
| 205 SOUTH AVENUE STE 200 | POUGHKEEPSIE | NY | 12601 | 141762932 | 501(C)(3) | $6,000 | YOUTH PROGRAMS / AFTER SCHOOL | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10021 | 131624182 | 501(C)(3) | $10,368 | GENERAL OPERATING SUPPORT | |
| MENTAL HEALTH AMERICA OF DUTCHESS COUNTY | ||||||||
| 253 MANSION STREET | POUGHKEEPSIE | NY | 12601 | 141402059 | 501(C)(3) | $6,500 | GENERAL OPERATING SUPPORT | |
| MENTAL HEALTH ASSOCIATION IN PUTNAM COUNTY INC | ||||||||
| 2505 CARMEL AVENUE SUITE 212 | BREWSTER | NY | 10509 | 133709104 | 501(C)(3) | $14,965 | MHA COVID-19 RAPID RESPONSE; OPERATION HOPE DELIVERY | |
| MID-HUDSON CIVIC CENTER | ||||||||
| 14 CIVIC CENTER PLAZA | POUGHKEEPSIE | NY | 126013118 | 510151858 | 501(C)(3) | $68,406 | GENERAL OPERATING SUPPORT | |
| MID-HUDSON LIBRARY SYSTEM | ||||||||
| 103 MARKET STREET | POUGHKEEPSIE | NY | 12601 | 141458489 | IRC 115 | $15,000 | CENSUS OUTREACH | |
| MILES OF HOPE BREAST CANCER FOUNDATION | ||||||||
| PO BOX 405 | LAGRANGEVILLE | NY | 12540 | 134281796 | 501(C)(3) | $34,153 | GENERAL OPERATING SUPPORT | |
| MOHONK PRESERVE INC | ||||||||
| PO BOX 715 | NEW PALTZ | NY | 125610715 | 141609484 | 501(C)(3) | $18,000 | GENERAL OPERATING SUPPORT | |
| MYOTONIC DYSTROPHY FOUNDATION | ||||||||
| 1004-A OREILLY AVE | SAN FRANCISCO | CA | 94129 | 205014628 | 501(C)(3) | $6,223 | GENERAL OPERATING SUPPORT | |
| NEW WORLD FOUNDATION | ||||||||
| 680 WEST END AVENUE 1C | NEW YORK | NY | 10025 | 131919791 | 501(C)(3) | $100,000 | GENERAL OPERATING SUPPORT | |
| NEW YORK CATHOLIC FOUNDATION | ||||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | 204763501 | 501(C)(3) | $12,000 | GENERAL OPERATING SUPPORT | |
| NEW YORK COUNCIL OF NONPROFITS INC | ||||||||
| 272 BROADWAY | ALBANY | NY | 12204 | 141343047 | 501(C)(3) | $32,500 | TO SUPPORT THE HUDSON VALLEY FUNDERS NETWORK TIME BANK | |
| NEWBURGH URBAN FARM AND FOOD | ||||||||
| PO BOX 541 | NEWBURGH | NY | 125510541 | 834185589 | 501(C)(3) | $20,000 | GENERAL OPERATING SUPPORT | |
| NOBODY LEAVES MID-HUDSON EDUCATION FUND | ||||||||
| 29 N HAMILTON ST SUITE L05 | POUGHKEEPSIE | NY | 12601 | 943462187 | 501(C)(3) | $8,500 | GENERAL OPERATING SUPPORT | |
| NORTH EAST COMMUNITY CENTER | ||||||||
| 51 SOUTH CENTER STREET | MILLERTON | NY | 12546 | 141736237 | 501(C)(3) | $23,000 | GENERAL OPERATING SUPPORT | |
| NUBIAN DIRECTIONS II INC | ||||||||
| 248 MAIN STREET | POUGHKEEPSIE | NY | 12601 | 141777760 | 501(C)(3) | $31,290 | CENSUS SUPPORT | |
| O POSITIVE FESTIVALS INC | ||||||||
| PO BOX 3083 | KINGSTON | NY | 124023083 | 900882142 | 501(C)(3) | $21,611 | SUPPORT FOR O+ FESTIVAL | |
| PEOPLE'S PLACE | ||||||||
| 17 ST JAMES STREET | KINGSTON | NY | 12401 | 141701360 | 501(C)(3) | $11,250 | GENERAL OPERATING SUPPORT | |
| PHILIPSTOWN BEHAVIORAL HEALTH HUB INC | ||||||||
| PO BOX 317 | COLD SPRING | NY | 10516 | 842402163 | 501(C)(3) | $9,200 | GENERAL OPERATING SUPPORT | |
| PHILLIES BRIDGE FARM PROJECT INC | ||||||||
| 45 PHILLIES BRIDGE ROAD | NEW PALTZ | NY | 12561 | 141816094 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| PLANNED PARENTHOOD OF GREATER NEW YORK | ||||||||
| 178 CHURCH STREET | POUGHKEEPSIE | NY | 12601 | 132621497 | 501(C)(3) | $15,600 | GENERAL OPERATING SUPPORT | |
| POUGHKEEPSIE FARM PROJECT | ||||||||
| PO BOX 3143 | POUGHKEEPSIE | NY | 126033143 | 141813679 | 501(C)(3) | $58,100 | GENERAL OPERATING SUPPORT | |
| RADIO KINGSTON CORPORATION | ||||||||
| 718 BROADWAY | KINGSTON | NY | 12401 | 821753945 | 501(C)(3) | $5,000,500 | GENERAL OPERATING SUPPORT | |
| RAMAPO FOR CHILDREN | ||||||||
| PO BOX 266 | RHINEBECK | NY | 12572 | 135600422 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| RDC LOAVES AND FISHES INC | ||||||||
| 7 MARKET STREET | DOVER PLAINS | NY | 12522 | 273477999 | 501(C)(3) | $17,000 | GENERAL OPERATING SUPPORT | |
| REBUILDING TOGETHER DUTCHESS COUNTY | ||||||||
| PO BOX 3695 | POUGHKEEPSIE | NY | 12603 | 223153808 | 501(C)(3) | $10,425 | COVID-19 SUPPLIES AND EQUIPMENT | |
| REHER CENTER FOR IMMIGRANT CULTURE AND HISTORY | ||||||||
| PO BOX 2143 | KINGSTON | NY | 12402 | 141374486 | 501(C)(3) | $11,000 | CAPITAL IMPROVEMENTS | |
| RHINEBECK PILATES | ||||||||
| 1 FRUIT BUD LANE | RED HOOK | NY | 12571 | 000000000 | $5,850 | SMALL BUSINESS SUPPORT DUE TO IMPACT OF COVID-19 PUBLIC HEALTH CRISIS | ||
| RHINEBECK REFORMED CHURCH FOOD PANTRY | ||||||||
| 6368 MILL STREET | RHINEBECK | NY | 12572 | 146023708 | 501(C)(3) | $10,125 | GENERAL OPERATING SUPPORT | |
| RHINEBECK YOGA CENTER | ||||||||
| 4949 MONTGOMERY STREET | RHINEBECK | NY | 12572 | 823772878 | 501(C)(3) | $6,000 | SMALL BUSINESS SUPPORT DUE TO IMPACT OF COVID-19 PUBLIC HEALTH CRISIS | |
| RIVERKEEPER | ||||||||
| 20 SECOR ROAD | OSSINING | NY | 10562 | 133204621 | 501(C)(3) | $5,250 | GENERAL OPERATING SUPPORT | |
| RURAL & MIGRANT MINISTRY INC | ||||||||
| PO BOX 4757 | POUGHKEEPSIE | NY | 126024757 | 222527596 | 501(C)(3) | $5,125 | YOUTH EMPOWERMENT PROGRAM/ SUMMER LEADERSHIP CAMP | |
| RYAN MCELROY CHILDREN'S CANCER FOUNDATION | ||||||||
| 450 GARDNER HOLLOW ROAD | POUGHQUAG | NY | 12570 | 141810853 | 501(C)(3) | $5,592 | GENERAL OPERATING SUPPORT | |
| SCENIC HUDSON INC | ||||||||
| 1 CIVIC CENTER PLAZA STE 200 | POUGHKEEPSIE | NY | 126013157 | 132898799 | 501(C)(3) | $120,650 | GENERAL OPERATING SUPPORT | |
| SCHUMACHER CENTER FOR A NEW ECONOMICS | ||||||||
| 140 JUG END RD | GREAT BARRINGTON | MA | 01258 | 461421645 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| SECOND CHANCE FOODS | ||||||||
| PO BOX 93 | CARMEL | NY | 10512 | 810996695 | 501(C)(3) | $32,000 | GENERAL OPERATING SUPPORT | |
| ST NICHOLAS ON THE HUDSON | ||||||||
| 37 POINT STREET | WAPPINGERS FALLS | NY | 12590 | 472332204 | 501(C)(3) | $35,000 | GENERAL OPERATING SUPPORT | |
| ST THOMAS EPISCOPAL CHURCH AMENIA UNION NY | ||||||||
| 40 LEEDSVILLE ROAD | AMENIA | NY | 12501 | 141496937 | 501(C)(3) | $35,500 | CAPITAL IMPROVEMENTS | |
| STANFORD FREE LIBRARY | ||||||||
| 6035 ROUTE 82 | STANFORDVILLE | NY | 12581 | 141492555 | 501(C)(3) | $19,484 | GENERAL SUPPORT FOR NOW ACCOUNT | |
| SUNY NEW PALTZ FOUNDATION INC | ||||||||
| 1 HAWK DRIVE | NEW PALTZ | NY | 125612447 | 222141645 | 501(C)(3) | $55,500 | SUPPORT THE SAMUEL DORSKY MUSEUM OF ART | |
| SUPPORT CONNECTION INC | ||||||||
| 40 TRIANGLE CENTER SUITE 100 | YORKTOWN HEIGHTS | NY | 10598 | 133900612 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT | |
| TEMPLE BETH-EL | ||||||||
| 118 GRAND AVENUE | POUGHKEEPSIE | NY | 12603 | 141467426 | 501(C)(3) | $19,592 | GENERAL OPERATING SUPPORT | |
| TEMPLE EMANUEL OF KINGSTON | ||||||||
| 243 ALBANY AVENUE | KINGSTON | NY | 12401 | 141455434 | 501(C)(3) | $27,955 | CAPITAL IMPROVEMENTS | |
| THE ARC MID-HUDSON | ||||||||
| 471 ALBANY AVENUE | KINGSTON | NY | 12401 | 141437657 | 501(C)(3) | $7,500 | GENERAL OPERATING SUPPORT | |
| THE ART EFFECT | ||||||||
| 45 PERSHING AVENUE | POUGHKEEPSIE | NY | 12601 | 222538177 | 501(C)(3) | $45,314 | SUPPORT FOR VIRTUAL & IN-PERSON SUMMER YOUTH ARTS PROGRAMS | |
| THE BAKER HOUSE B&B | ||||||||
| 65 WEST MARKET STREET | RHINEBECK | NY | 12572 | 821733280 | 501(C)(3) | $6,300 | SMALL BUSINESS SUPPORT DUE TO IMPACT OF COVID-19 PUBLIC HEALTH CRISIS | |
| THE CENTER FOR PERFORMING ARTS AT RHINEBECK | ||||||||
| 661 ROUTE 308 | RHINEBECK | NY | 125720148 | 223051271 | 501(C)(3) | $112,053 | GENERAL OPERATING SUPPORT | |
| THE GOOD WORK INSTITUTE | ||||||||
| 65 ST JAMES STREET | KINGSTON | NY | 12401 | 473091614 | 501(C)(3) | $16,000 | GENERAL OPERATING SUPPORT | |
| THE HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | NY | 20002 | 237327730 | 501(C)(3) | $8,668 | GENERAL OPERATING SUPPORT | |
| THE ROOSEVELT INSTITUTE | ||||||||
| 570 LEXINGTON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | 237213592 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| THE SALVATION ARMY OF GREATER NEW YORK | ||||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | 135562351 | 501(C)(3) | $8,668 | GENERAL OPERATING SUPPORT | |
| THE WOODSTOCK SCHOOL OF ART INC | ||||||||
| 2470 ROUTE 212 | WOODSTOCK | NY | 12498 | 222319612 | 501(C)(3) | $20,000 | GENERAL OPERATING SUPPORT | |
| TOWN OF RHINEBECK | ||||||||
| 80 EAST MARKET STREET | RHINEBECK | NY | 12572 | 146002401 | IRC 115 | $12,600 | SCHOLARSHIPS FOR SUMMER CAMP | |
| TOWNSCAPE OF MILLERTON AND NORTHEAST | ||||||||
| PO BOX 835 | MILLERTON | NY | 12546 | 204302919 | 501(C)(3) | $30,000 | GENERAL OPERATING SUPPORT | |
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||
| 516 WEST 168TH STREET 3RD FLOOR | NEW YORK | NY | 10032 | 135598093 | 501(C)(3) | $25,000 | MITOCHONDRIAL RESEARCH | |
| ULSTER COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| PO BOX 557 | STONE RIDGE | NY | 12484 | 141796265 | 501(C)(3) | $5,600 | GENERAL OPERATING SUPPORT | |
| ULSTER COUNTY COMMUNITY ACTION COMMITTEE INC | ||||||||
| 70 LINDSLEY AVENUE | KINGSTON | NY | 12401 | 141491879 | 501(C)(3) | $8,000 | GENERAL OPERATING SUPPORT | |
| ULSTER IMMIGRANT DEFENSE NETWORK INC | ||||||||
| 30 PINE GROVE AVENUE | KINGSTON | NY | 12401 | 146084855 | 501(C)(3) | $20,500 | SUPPORT FOR DIETARY PROGRAMS | |
| ULSTER LITERACY ASSOCIATION | ||||||||
| 480 AARON COURT | KINGSTON | NY | 12401 | 222484450 | 501(C)(3) | $5,925 | GENERAL OPERATING SUPPORT | |
| UNDERGROUND FOUNDATIONS | ||||||||
| 9 KATE YAEGER RD | SAUGERTIES | NY | 12477 | 815137417 | 501(C)(3) | $5,380 | GENERAL OPERATING SUPPORT | |
| UNITED MITOCHONDRIAL DISEASE FOUNDATION | ||||||||
| 8085 SALTSBURG ROAD | PITTSBURGH | PA | 15239 | 251767180 | 501(C)(3) | $5,500 | MEDICAL RESEARCH | |
| UNITED WAY OF THE DUTCHESS-ORANGE REGION | ||||||||
| 75 MARKET STREET | POUGHKEEPSIE | NY | 126014015 | 061045698 | 501(C)(3) | $22,400 | COVID-19 RELIEF | |
| UNSHATTERED | ||||||||
| 1064 ROUTE 82 | HOPEWELL JUNCTION | NY | 12533 | 814627998 | 501(C)(3) | $12,500 | GENERAL OPERATING SUPPORT | |
| VASSAR TEMPLE | ||||||||
| 140 HOOKER AVENUE | POUGHKEEPSIE | NY | 12601 | 141422084 | 501(C)(3) | $7,138 | GENERAL OPERATING SUPPORT | |
| VASSAR-WARNER HOME | ||||||||
| 52 S HAMILTON STREET | POUGHKEEPSIE | NY | 12601 | 237334637 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT | |
| VILLAGE OF MILLERTON | ||||||||
| 5933 N ELM AVENUE | MILLERTON | NY | 12546 | 146002300 | IRC 115 | $57,000 | REVITALIZATION OF MILLERTON COMMUNITY PARK | |
| WAPPINGERS FALLS CEMETERY INC | ||||||||
| RURAL ROUTE 9 BOX D | WAPPINGERS FALLS | NY | 12590 | 141158610 | 501(C)(13) | $50,000 | CAPITAL IMPROVEMENTS | |
| WAPPINGERS HISTORICAL SOCIETY | ||||||||
| PO BOX 174 | WAPPINGERS FALLS | NY | 12590 | 146050573 | 501(C)(3) | $40,000 | GENERAL OPERATING SUPPORT | |
| WOODSTOCK BYRDCLIFFE GUILD | ||||||||
| 34 TINKER STREET | WOODSTOCK | NY | 12498 | 146026681 | 501(C)(3) | $6,250 | GENERAL OPERATING SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 151 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP AWARDS | GrantTypeTxt |
| Recipient | 152 | RecipientCnt |
| Cash Grant | $413,120 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MONITORED IN A NUMBER OF WAYS. STAFF MONITOR THE TAX STATUS, GOVERNANCE, LEADERSHIP AND FINANCIAL POSITION OF GRANTEES BY REVIEWING IRS FILINGS FOR EACH GRANTEE APPLYING FOR A COMPETITIVE GRANT. STAFF REVIEW LOCAL AND NATIONAL NONPROFIT NEWS, CHECK 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 ADVISED FUNDS AND DESIGNATED FOR GENERAL OPERATING SUPPORT DO NOT REQUIRE THE EXECUTION OF A GRANT AGREEMENT OR FOLLOW UP REPORT. FINALLY, STAFF CONDUCT 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 BOARD OR EXECUTIVE COMMITTEE MEMBER REVIEWING GRANT RECOMMENDATIONS MAY REQUEST THAT A GRANT BE WITHHELD FOR FURTHER DUE DILIGENCE AND/OR BOARD APPROVAL. AUTHORITY IS DELEGATED TO STAFF TO APPROVE GRANT RECOMMENDATIONS FROM DONOR ADVISED FUNDS AND PROJECT FUND GRANTS UP TO $50,000 WITH BOARD REVIEW. AUTHORITY IS DELEGATED TO STAFF 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-19 RELATED, BOTH FOR OUR RAPID RESPONSE FUNDS (PUTNAM COVID-19 RESPONSE AND DUTCHESS RESPONSE) 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-19 SUPPORT, OUR STAFF WOULD FLAG THE GRANTS AS SUCH. TYPICALLY, DONOR ADVISED GRANTS ARE FOR GENERAL SUPPORT, OR WILL INDICATE IF THERE IS A SPECIFIC ALLOCATION. OUR TWO RESPONSE FUNDS PROVIDED DIRECT GRANT-MAKING 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 COMPETITIVE GRANTS PROCESS 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,421,205 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | AS OF MAY 13, 2020, THE FOUNDATIONS ENTERED INTO AN AGREEMENT WITH AN OUTSIDE COMPANY, STAFF-LINE, INC., A PROFESSIONAL EMPLOYER ORGANIZATION ("PEO") AS A CO-EMPLOYER. THE OFFICERS LISTED IN PART VII WERE COMPENSATED DIRECTLY BY THE ORGANIZATION UP UNTIL THE AGREEMENT. SUBSEQUENT TO THAT DATE, THE OFFICERS WERE PAID BY THE PEO. THE COMPENSATION REPORTED IN PART VII, SECTION A IS THE TOTAL COMPENSATION RECEIVED FROM BOTH THE FOUNDATION AND THE PEO. THE PEO WAS PAID $9,395 FOR THEIR SERVICES IN THE FISCAL YEAR ENDING JUNE 30, 2021. |
| 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 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. 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, BOTH NATIONALLY AND REGIONALLY. LOCAL AND REGIONAL NONPROFIT COMPENSATION DATA IS ALSO TAKEN INTO ACCOUNT WHERE AVAILABLE. THE DELIBERATIONS AND DECISIONS OF THE BOARD OF BOARD OF TRUSTEES PERTAINING TO THE COMPENSATION OF THE PRESIDENT & CEO ARE CAPTURED IN THE MINUTES OF THE BOARD OF TRUSTEES MEETING. THE LAST REVIEW OF THE PRESIDENT & CEO WAS CONDUCTED IN FALL 2019. COMPENSATION FOR OTHER OFFICERS, KEY EMPLOYEES AND STAFF IS DECIDED BY THE PRESIDENT & CEO BASED ON AN ANNUAL PERFORMANCE EVALUATION. THIS INCLUDES CONSIDERATION OF A COST OF LIVING ADJUSTMENT AND MERIT-BASED RAISES 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 MARCH 2020 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 1,749. |
| 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 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATIONS REAL ESTATE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 VAN WAGNER ROAD | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472901304 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR COMMUNITY HEALTH INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 478 CORNWALL BRIDGE ROAD | AddressLine1Txt |
| City | SHARON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200057897 | EIN |
| Primary Activities | GRANTMAKING | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |