2021-12-14T09:19:20-06:00 2021-06-30 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2020-07-01 237026859 COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY INC COMM 8454523077 25 VAN WAGNER ROAD POUGHKEEPSIE NY 12603 SALLY J CROSS PRESIDENT & CEO 8454523077 2021-12-14 1 SALLY CROSS XXX-XX-XXXX GARRETT M HIGGINS P00543209 9143818900 2021-12-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X SEE SCHEDULE O SALLY J CROSS 25 VAN WAGNER ROAD POUGHKEEPSIE NY 12603 44727741 0 X WWW.COMMUNITYFOUNDATIONSHV.ORG X 1969 NY 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. 20 20 11 265 0 0 13949582 26939807 68412 78825 2779337 5212604 -45852 618 16751479 32231854 9114821 10753681 0 0 874354 863865 0 0 42337 1299575 805385 11288750 12422931 5462729 19808923 76848247 108100585 12833193 12198115 64015054 95902470 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 11323390 10753681 78825 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. 339826 0 0 DONOR RELATIONS: WORKING WITH DONORS TO CONNECT THEM TO THE CAUSES THEY CARE ABOUT MOST. INTRODUCING DONORS TO PROGRAMS AND AGENCIES THAT MATCH THEIR CHARITABLE INTERESTS. ACTIVITIES INCLUDE RESEARCH AND WORKSHOPS, HELPING DONORS ESTABLISH FUNDS AND LEGACY PLANS, AND ANSWERING QUESTIONS ABOUT CHARITABLE GIVING. 89954 0 0 NONPROFIT TECHNICAL ASSISTANCE: OFFERING SEMINARS, BOARD AND STAFF GUIDANCE ABOUT MANAGING NONPROFITS INCLUDING BOARD GOVERNANCE, FINANCIAL MANAGEMENT, COMPLIANCE, USING DATA TO IMPROVE PROGRAMS AND FUNDRAISING, ENDOWMENT, CREATING AND IMPLEMENTING PLANNED GIVING PROGRAMS, AND GRANT-WRITING. 11753170 1 1 0 1 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 22 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X X DARCY KELLY 8454523077 25 VAN WAGNER ROAD POUGHKEEPSIE NY 12603 JEFFREY D WOOD CHAIR, THRU MAY 2021 4.00 X X 0 0 0 WILLIAM A BRENNER CPA VICE CHAIR, FINANCE / TREASURER 4.00 X X 0 0 0 BRENDA K SANTORO CPA VICE CHAIR, AUDIT 4.00 X X 0 0 0 STEVEN R TINKELMAN VICE CHAIR, INVESTMENT 4.00 X X 0 0 0 MYRNA SAMETH VICE CHAIR, GOVERNANCE 4.00 X X 0 0 0 CHARLES SIMON VICE CHAIR, DEVELOPMENT 4.00 X X 0 0 0 LINDA B CLARKE VICE CHAIR, GRANTS 4.00 X X 0 0 0 YU-SHIN CHEN VICE CHAIR, DUTCHESS 1.00 X 0 0 0 THOMAS J MURPHY VICE CHAIR, ULSTER 1.00 X 0 0 0 NATHANIEL S PRENTICE VICE CHAIR, PUTNAM 1.00 X 0 0 0 ELEANOR CHARWAT SECRETARY 4.00 X X 0 0 0 AZIZ AHSAN ESQ TRUSTEE 1.00 X 0 0 0 ROBERT J COTTER TRUSTEE 1.00 X 0 0 0 CHARLES A FRENI JR TRUSTEE 1.00 X 0 0 0 KEVIN HAMILTON TRUSTEE 1.00 X 0 0 0 ASHLEY KNOX MPS TRUSTEE 1.00 X 0 0 0 WESLEY J LEE TRUSTEE 1.00 X 0 0 0 CORA MALLORY-DAVIS TRUSTEE 1.00 X 0 0 0 DARLENE L PFEIFFER TRUSTEE 1.00 X 0 0 0 PETER KRULEWICH TRUSTEE, THRU MAY 2021 1.00 X 0 0 0 SALLY J CROSS CFRE PRESIDENT & CEO 40.00 X 129490 0 5890 KEVIN QUILTY VICE PRESIDENT, ULSTER 40.00 X 89699 0 2819 NANCY ROSSI BROWNELL VICE PRESIDENT, PUTNAM 20.00 X 42131 0 911 DARCY KELLY CFO 40.00 X 62843 0 6199 324163 0 15819 1 0 0 0 0 55160 26884647 1421205 26939807 ADMINISTRATIVE FEES 561000 78825 78825 78825 1394575 1394575 16313916 12495887 3818029 3818029 3818029 MISC. INCOME 900099 618 618 618 32231854 78825 0 5213222 10340561 10340561 413120 413120 397900 296284 101616 318806 141856 152940 24010 5705 1901 3386 418 79704 56440 20068 3196 61750 37539 22122 2089 9395 9395 42800 42800 4500 4500 73892 73892 23005 23005 34144 33499 395 250 53609 38223 15386 57037 37823 19179 35 55327 35409 19918 1215 1192 14 9 15964 3532 102 12330 3430 2195 1235 3856 3856 PROGRAM EXPENSES 313596 313596 WRITE-OFF OF NOTE RECEI 113615 113615 12422931 11753170 627424 42337 482482 299481 11909699 23748757 111449 122522 2235304 0 27209 31781 58982 51099 11313 7883 61766480 83541671 304311 308873 0 39617 76848247 108100585 262746 36295 4352913 1858984 29177 500 8188357 10302336 12833193 12198115 X 63758247 95643914 256807 258556 64015054 95902470 76848247 108100585 X 19808923 12076744 1749 X X 0 1 X 1 0 X 4857292 19424900 30386593 13949582 26939807 95558174 4857292 19424900 30386593 13949582 26939807 95558174 56931548 38626626 1680772 1968431 2272325 1415429 1394575 8731532 618 618 104290324 378150 0.37040 0.37470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 618. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 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. 163 22669484 7637538 44396688 1 1 0 1 X 42735076 1692188 13057140 1525319 730730 55228355 42156876 4086210 -1275113 1412942 819955 42735076 41899404 1130735 1026903 1425756 474410 42156876 38606214 2127661 2778718 1145321 467868 41899404 33307705 2281914 4848663 1396770 435298 38606214 0.99530 0.00000 0.00470 0 0 58982 51099 7883 7883 X 44347258 12076744 112552 12189296 32157962 73892 73892 32231854 12461591 112552 112552 12349039 73892 73892 12422931 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. 1 13 HANDS EQUINE RESCUE 50 TUSCAN WAY CLINTON CORNERS NY 12514 810828555 501(C)(3) 10000 EAGALA THERAPY FOR VETERANS AKINDALE REHABILITATION & LAND CONSERVATION FUND 323 QUAKER HILL ROAD PAWLING NY 12564 201822473 501(C)(3) 25366 CARE OF HORSES ALLURE AVEDA CONCEPT SALON 47 E MARKET ST SUITE 1 RHINEBECK NY 12572 141740610 7000 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) 9356 GENERAL OPERATING SUPPORT AMERICAN CONSERVATIVE UNION FOUNDATION 201 N UNION ST SUITE 370 ALEXANDRIA VA 223142650 521294680 501(C)(3) 8668 GENERAL OPERATING SUPPORT AMERICAN JEWISH WORLD SERVICE INC 45 W 36TH STREET 11TH FL NEW YORK NY 10018 222584370 501(C)(3) 7500 GENERAL OPERATING SUPPORT AMERICAN RED CROSS OF THE MID-HUDSON VALLEY 4 JEFFERSON PLAZA SUITE 302 POUGHKEEPSIE NY 12601 530196605 501(C)(3) 9456 GENERAL OPERATING SUPPORT ANGEL FOOD EAST 207 ALBANY AVENUE KINGSTON NY 12401 141747271 501(C)(3) 8000 GENERAL OPERATING SUPPORT ANIMAL RESCUE FOUNDATION INC PO BOX 1129 BEACON NY 12508 141730869 501(C)(3) 6076 GENERAL OPERATING SUPPORT ART GALLERY 71 71 EAST MARKET STREET RHINEBECK NY 12572 843364578 501(C)(3) 6100 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) 10184 GENERAL OPERATING SUPPORT ASCIENZO FAMILY FOUNDATION RED HOOK RESPONDS 60 PENSTOCK LN LAKE KATRINE NY 12449 472453496 501(C)(3) 13500 GENERAL OPERATING SUPPORT BARDAVON 1869 OPERA HOUSE INC 35 MARKET STREET POUGHKEEPSIE NY 12601 141585490 501(C)(3) 147484 GENERAL OPERATING SUPPORT BEACON HEBREW ALLIANCE 331 VERPLANCK AVENUE BEACON NY 125080007 146039468 501(C)(3) 28498 GENERAL OPERATING SUPPORT BETSY JACARUSO STUDIO & GALLERY PO BOX 210 RHINECLIFF NY 12574 000000000 6500 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) 7570 SUPPORT FOR COVID-19 FEEDING PROGRAM BOY SCOUTS OF AMERICA - HUDSON VALLEY COUNCIL 6 JEANNE DRIVE NEWBURGH NY 12550 141338385 501(C)(3) 22549 GENERAL OPERATING SUPPORT BREWSTER CARES INC 31 PROSPECT STREET BREWSTER NY 10509 851191244 501(C)(3) 7000 GENERAL OPERATING SUPPORT CAMP HERRLICH 101 DEACON SMITH HILL ROAD PATTERSON NY 12563 132729777 501(C)(3) 10250 GENERAL OPERATING SUPPORT CANCER RESEARCH INSTITUTE 29 BROADWAY FLOOR 4 NEW YORK NY 10006 131837442 501(C)(3) 8727 GENERAL OPERATING SUPPORT CANCER SUPPORT TEAM INC 2900 WESTCHESTER AVENUE SUITE 103 PURCHASE NY 10577 132938964 501(C)(3) 15000 GENERAL OPERATING SUPPORT CAPUCHIN FRANCISCANS PROVINCE OF ST MARY 110 SHONNARD PLACE YONKERS NY 107032226 056008676 501(C)(3) 5685 GENERAL OPERATING SUPPORT CAREERS SUPPORT SOLUTIONS INC 102 GLENEIDA AVENUE CARMEL NY 10512 133424844 501(C)(3) 10250 GENERAL OPERATING SUPPORT CARY INSTITUTE OF ECOSYSTEM STUDIES 2801 SHARON TURNPIKE MILLBROOK NY 12545 223232968 501(C)(3) 7223 GENERAL OPERATING SUPPORT CASA DE DIOS Y PUERTA DEL CIELO 1608 RT 9G HYDE PARK NY 12538 465748582 501(C)(3) 10000 FEEDING AND BACK TO SCHOOL SUPPORT CATHOLIC CHARITIES OF ORANGE SULLIVAN AND ULSTER 6 ADAMS ST KINGSTON NY 12401 320151827 501(C)(3) 10000 GENERAL OPERATING SUPPORT CATSKILL ANIMAL SANCTUARY INC 316 OLD STAGE ROAD SAUGERTIES NY 12477 141827972 501(C)(3) 5100 GENERAL OPERATING SUPPORT CENTER FOR CREATIVE EDUCATION 16 CEDAR STREET KINGSTON NY 12401 943152269 501(C)(3) 5500 GENERAL OPERATING SUPPORT CENTER FOR GOVERNMENTAL RESEARCH 1 SOUTH WASHINGTON STREET SUITE 400 400 ROCHESTER NY 146141135 160754774 501(C)(3) 10800 SUPPORT FOR THE MVHCF PROJECT CHESTER AGRICULTURAL CENTER INC 168 MEADOW AVENUE CHESTER NY 10918 832899262 501(C)(3) 15000 GENERAL OPERATING SUPPORT CHILDREN'S HOME OF POUGHKEEPSIE 10 CHILDRENS WAY POUGHKEEPSIE NY 126011437 141364662 501(C)(3) 22572 EMERGENCY NEEDS OF YOUTH AGING OUT OF FOSTER CARE CHRIST EPISCOPAL CHURCH 20 CARROLL STREET POUGHKEEPSIE NY 12601 141416683 501(C)(3) 23950 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) 11118 GENERAL OPERATING SUPPORT CITY OF POUGHKEEPSIE 62 CIVIC CENTER PLAZA POUGHKEEPSIE NY 12601 146002385 IRC 115 50000 MATCH FOR THE CITYS COMPREHENSIVE PLAN & ZONING UPDATE CLINTON COMMUNITY LIBRARY 1215 CENTRE ROAD RHINEBECK NY 12572 141699640 IRC 115 25000 GENERAL OPERATING SUPPORT COLUMBIA COUNTY HEALTH CARE CONSORTIUM INC 325 COLUMBIA STREET HUDSON NY 12534 141802680 501(C)(3) 15000 GENERAL OPERATING SUPPORT COMMON GROUND FARM PO BOX 148 BEACON NY 12508 010574675 501(C)(3) 37000 COVID-19 RELIEF COMMUNITY ACTION PARTNERSHIP FOR DUTCHESS COUNTY INC 77 CANNON STREET POUGHKEEPSIE NY 12601 141611857 501(C)(3) 83130 EMERGENCY ASSISTANCE IN DUTCHESS COUNTY COMMUNITY CARES INC 692 ROUTE 6 SUITE 209 MAHOPAC NY 10542 383770172 501(C)(3) 10000 GENERAL OPERATING SUPPORT CORNELL COOPERATIVE EXTENSION DUTCHESS COUNTY 2715 RT 44 SUITE 1 MILLBROOK NY 125455510 146036882 501(C)(3) 20860 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) 12500 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) 20000 HUDSON VALLEY PILOT MARKET: NEW YORK STATE FOOD SYSTEMS MAPPING PROJECT CORNERSTONE FAMILY HEALTHCARE 147 LAKE STREET NEWBURGH NY 12550 061036715 501(C)(3) 50000 GAP CARE 2021 (ORANGE, ROCKLAND, SULLIVAN) CULTURECONNECT PO BOX 590 RHINEBECK NY 12572 161516523 501(C)(3) 9325 GENERAL OPERATING SUPPORT DOCTORS WITHOUT BORDERS USA PO BOX 5030 HAGERSTOWN MD 217415030 133433452 501(C)(3) 5200 GENERAL OPERATING SUPPORT DUTCHESS COMMUNITY COLLEGE FOUNDATION INC 53 PENDELL ROAD POUGHKEEPSIE NY 126011512 222484101 501(C)(3) 7550 GENERAL OPERATING SUPPORT DUTCHESS COUNTY HISTORICAL SOCIETY PO BOX 88 POUGHKEEPSIE NY 126020088 141505142 501(C)(3) 11356 GENERAL OPERATING SUPPORT DUTCHESS COUNTY SPCA 636 VIOLET AVENUE HYDE PARK NY 12538 141340058 501(C)(3) 49456 GENERAL OPERATING SUPPORT DUTCHESS OUTREACH 29 N HAMILTON ST STE 223 POUGHKEEPSIE NY 126012541 222339537 501(C)(3) 61350 GENERAL OPERATING SUPPORT ELEANOR ROOSEVELT CENTER AT VAL-KILL 106 VALKILL PARK ROAD HYDE PARK NY 12538 141590637 501(C)(3) 92237 GENERAL OPERATING SUPPORT ENJOYRHINEBECK PO BOX 384 RHINEBECK NY 12572 274435413 501(C)(3) 8000 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) 17049 SUPPORT FOR ESL FAMILIES FAMILY OF WOODSTOCK INC 39 JOHN STREET KINGSTON NY 12402 141537663 501(C)(3) 69386 GENERAL OPERATING SUPPORT FAMILY SERVICES INC 29 N HAMILTON STREET 109 POUGHKEEPSIE NY 12601 141338399 501(C)(3) 43200 GENERAL OPERATING SUPPORT FOOD BANK OF THE HUDSON VALLEY 195 HUDSON STREET CORNWALLONHUDSON NY 125201619 222470885 501(C)(3) 89200 GENERAL OPERATING SUPPORT FOUNDATION FOR VASSAR BROTHERS MEDICAL CENTER 45 READE PLACE POUGHKEEPSIE NY 12601 141736429 501(C)(3) 162939 GENERAL OPERATING SUPPORT FRANCISCAN FRIARS OF THE ATONEMENT - GRAYMOOR 1350 ROUTE 9 GARRISON NY 105240301 141344809 501(C)(3) 9856 GENERAL OPERATING SUPPORT FRANKLIN PIERCE UNIVERSITY 40 UNIVERSITY DRIVE RINDGE NH 034610060 020263136 501(C)(3) 21000 SUPPORT FOR VOLLEYBALL PROGRAM FRIENDS OF KAREN INC 118 TITICUS ROAD NORTH SALEM NY 10560 141612290 501(C)(3) 6000 GENERAL OPERATING SUPPORT FRIENDS OF THE ARAVA INSTITUTE 1320 CENTRE STREET SUITE 206 NEWTON CENTRE MA 02459 113485736 501(C)(3) 5500 GENERAL OPERATING SUPPORT GATEWAY COMMUNITY INDUSTRIES INC 1 AMY KAY PARKWAY KINGSTON NY 124016444 141458757 501(C)(3) 50000 SENIOR MOBILE MEALS GRACE SMITH HOUSE 1 BROOKSIDE AVENUE POUGHKEEPSIE NY 12601 141626657 501(C)(3) 19014 HEALTHY TEEN PROGRAM GRANNIES RESPOND ABUELAS RESPONDEN INC 18 TELLER AVENUE BEACON NY 12508 833932245 501(C)(3) 12255 REUNITE MIGRANT FAMILIES / NEIGHBORS TOGETHER GRINNELL PUBLIC LIBRARY 2642 E MAIN STREET WAPPINGERS FALLS NY 12590 140723670 IRC 115 30000 GENERAL OPERATING SUPPORT HARMONY PROJECT HUDSON 35 E 20TH ST 2ND FLOOR NEW YORK NY 10003 821930685 501(C)(3) 20000 GENERAL OPERATING SUPPORT HARRIET TUBMAN ACADEMIC SKILLS AND ENRICHMENT PROGRAM 21 WILLIAMS STREET POUGHKEEPSIE NY 12601 141792116 501(C)(3) 6067 GENERAL OPERATING SUPPORT HAWTHORNE VALLEY ASSOCIATION INC 327 COUNTY ROUTE 21C GHENT NY 12075 132722428 501(C)(3) 20000 GENERAL OPERATING SUPPORT HILLEL NORTH CAROLINA 210 W CAMERON AVE CHAPEL HILL NC 27516 566094521 501(C)(3) 8000 GENERAL OPERATING SUPPORT HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 381374230 501(C)(3) 8668 GENERAL OPERATING SUPPORT HILLSIDE FOOD OUTREACH 4B EAGLE ROAD DANBURY CT 06810 010712431 501(C)(3) 21300 GENERAL OPERATING SUPPORT HOLISTIC HEALTH COMMUNITY INC PO BOX 725 STONE RIDGE NY 12484 455172061 501(C)(3) 101000 GENERAL OPERATING SUPPORT HOWLAND CHAMBER MUSIC CIRCLE PO BOX 224 CHELSEA NY 125120224 141812997 501(C)(3) 30230 GENERAL OPERATING SUPPORT HUDSON HIGHLANDS LAND TRUST 1180 ROUTE 9D GARRISON NY 10524 133528266 501(C)(3) 11000 GENERAL OPERATING SUPPORT HUDSON RIVER HOUSING INC 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 501(C)(3) 98079 ASSISTANCE FOR FAMILIES AND INDIVIDUALS IMPACTED BY COVID-19 HUDSON RIVER MARITIME MUSEUM 50 RONDOUT LANDING KINGSTON NY 12401 222325506 501(C)(3) 15125 GENERAL OPERATING SUPPORT HUDSON VALLEY CEREMONIES 6795 RTE 9 STE 16 RHINEBECK NY 12572 000000000 7300 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) 12260 GENERAL OPERATING SUPPORT JAZZ POWER INITIATIVE 5030 BROADWAY SUITE 651 NEW YORK NY 10034 061722131 501(C)(3) 7500 GENERAL OPERATING SUPPORT JEWISH FEDERATION OF DUTCHESS COUNTY PO BOX 2525 POUGHKEEPSIE NY 12603 141751875 501(C)(3) 16967 GENERAL OPERATING SUPPORT KINGSTON YMCA FARM PROJECT 507 BROADWAY KINGSTON NY 12401 141338342 501(C)(3) 16370 GENERAL OPERATING SUPPORT LAND OF OZ TOYS 41 EAST MARKET STREET RHINEBECK NY 12572 454127484 501(C)(3) 7000 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) 21250 GENERAL OPERATING SUPPORT LEGAL SERVICES OF THE HUDSON VALLEY 331 MAIN STREET 2ND FLOOR SUITE 200 200 POUGHKEEPSIE NY 12601 136265606 501(C)(3) 26500 GENERAL OPERATING SUPPORT LIBRARY AT THE AJ WILLIAMS-MYERS AFRICAN ROOTS CENTER PO BOX 2203 KINGSTON NY 12401 371793041 501(C)(3) 5600 GENERAL OPERATING SUPPORT LITERACY CONNECTIONS OF THE HUDSON VALLEY 504 HAIGHT AVENUE SUITE 1 POUGHKEEPSIE NY 126032480 141710952 501(C)(3) 11438 GENERAL OPERATING SUPPORT LOCUST GROVE THE SAMUEL MORSE HISTORIC SITE 2683 SOUTH ROAD POUGHKEEPSIE NY 12601 141619998 501(C)(3) 101000 TO MAINTAIN THE PARK MEALS ON WHEELS OF GREATER POUGHKEEPSIE 100 CANNON STREET POUGHKEEPSIE NY 12601 141538305 501(C)(3) 13150 GENERAL OPERATING SUPPORT MEDIATION CENTER OF DUTCHESS COUNTY INC 205 SOUTH AVENUE STE 200 POUGHKEEPSIE NY 12601 141762932 501(C)(3) 6000 YOUTH PROGRAMS / AFTER SCHOOL MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10021 131624182 501(C)(3) 10368 GENERAL OPERATING SUPPORT MENTAL HEALTH AMERICA OF DUTCHESS COUNTY 253 MANSION STREET POUGHKEEPSIE NY 12601 141402059 501(C)(3) 6500 GENERAL OPERATING SUPPORT MENTAL HEALTH ASSOCIATION IN PUTNAM COUNTY INC 2505 CARMEL AVENUE SUITE 212 BREWSTER NY 10509 133709104 501(C)(3) 14965 MHA COVID-19 RAPID RESPONSE; OPERATION HOPE DELIVERY MID-HUDSON CIVIC CENTER 14 CIVIC CENTER PLAZA POUGHKEEPSIE NY 126013118 510151858 501(C)(3) 68406 GENERAL OPERATING SUPPORT MID-HUDSON LIBRARY SYSTEM 103 MARKET STREET POUGHKEEPSIE NY 12601 141458489 IRC 115 15000 CENSUS OUTREACH MILES OF HOPE BREAST CANCER FOUNDATION PO BOX 405 LAGRANGEVILLE NY 12540 134281796 501(C)(3) 34153 GENERAL OPERATING SUPPORT MOHONK PRESERVE INC PO BOX 715 NEW PALTZ NY 125610715 141609484 501(C)(3) 18000 GENERAL OPERATING SUPPORT MYOTONIC DYSTROPHY FOUNDATION 1004-A OREILLY AVE SAN FRANCISCO CA 94129 205014628 501(C)(3) 6223 GENERAL OPERATING SUPPORT NEW WORLD FOUNDATION 680 WEST END AVENUE 1C NEW YORK NY 10025 131919791 501(C)(3) 100000 GENERAL OPERATING SUPPORT NEW YORK CATHOLIC FOUNDATION 1011 FIRST AVE NEW YORK NY 10022 204763501 501(C)(3) 12000 GENERAL OPERATING SUPPORT NEW YORK COUNCIL OF NONPROFITS INC 272 BROADWAY ALBANY NY 12204 141343047 501(C)(3) 32500 TO SUPPORT THE HUDSON VALLEY FUNDERS NETWORK TIME BANK NEWBURGH URBAN FARM AND FOOD PO BOX 541 NEWBURGH NY 125510541 834185589 501(C)(3) 20000 GENERAL OPERATING SUPPORT NOBODY LEAVES MID-HUDSON EDUCATION FUND 29 N HAMILTON ST SUITE L05 POUGHKEEPSIE NY 12601 943462187 501(C)(3) 8500 GENERAL OPERATING SUPPORT NORTH EAST COMMUNITY CENTER 51 SOUTH CENTER STREET MILLERTON NY 12546 141736237 501(C)(3) 23000 GENERAL OPERATING SUPPORT NUBIAN DIRECTIONS II INC 248 MAIN STREET POUGHKEEPSIE NY 12601 141777760 501(C)(3) 31290 CENSUS SUPPORT O POSITIVE FESTIVALS INC PO BOX 3083 KINGSTON NY 124023083 900882142 501(C)(3) 21611 SUPPORT FOR O+ FESTIVAL PEOPLE'S PLACE 17 ST JAMES STREET KINGSTON NY 12401 141701360 501(C)(3) 11250 GENERAL OPERATING SUPPORT PHILIPSTOWN BEHAVIORAL HEALTH HUB INC PO BOX 317 COLD SPRING NY 10516 842402163 501(C)(3) 9200 GENERAL OPERATING SUPPORT PHILLIES BRIDGE FARM PROJECT INC 45 PHILLIES BRIDGE ROAD NEW PALTZ NY 12561 141816094 501(C)(3) 10000 GENERAL OPERATING SUPPORT PLANNED PARENTHOOD OF GREATER NEW YORK 178 CHURCH STREET POUGHKEEPSIE NY 12601 132621497 501(C)(3) 15600 GENERAL OPERATING SUPPORT POUGHKEEPSIE FARM PROJECT PO BOX 3143 POUGHKEEPSIE NY 126033143 141813679 501(C)(3) 58100 GENERAL OPERATING SUPPORT RADIO KINGSTON CORPORATION 718 BROADWAY KINGSTON NY 12401 821753945 501(C)(3) 5000500 GENERAL OPERATING SUPPORT RAMAPO FOR CHILDREN PO BOX 266 RHINEBECK NY 12572 135600422 501(C)(3) 10000 GENERAL OPERATING SUPPORT RDC LOAVES AND FISHES INC 7 MARKET STREET DOVER PLAINS NY 12522 273477999 501(C)(3) 17000 GENERAL OPERATING SUPPORT REBUILDING TOGETHER DUTCHESS COUNTY PO BOX 3695 POUGHKEEPSIE NY 12603 223153808 501(C)(3) 10425 COVID-19 SUPPLIES AND EQUIPMENT REHER CENTER FOR IMMIGRANT CULTURE AND HISTORY PO BOX 2143 KINGSTON NY 12402 141374486 501(C)(3) 11000 CAPITAL IMPROVEMENTS RHINEBECK PILATES 1 FRUIT BUD LANE RED HOOK NY 12571 000000000 5850 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) 10125 GENERAL OPERATING SUPPORT RHINEBECK YOGA CENTER 4949 MONTGOMERY STREET RHINEBECK NY 12572 823772878 501(C)(3) 6000 SMALL BUSINESS SUPPORT DUE TO IMPACT OF COVID-19 PUBLIC HEALTH CRISIS RIVERKEEPER 20 SECOR ROAD OSSINING NY 10562 133204621 501(C)(3) 5250 GENERAL OPERATING SUPPORT RURAL & MIGRANT MINISTRY INC PO BOX 4757 POUGHKEEPSIE NY 126024757 222527596 501(C)(3) 5125 YOUTH EMPOWERMENT PROGRAM/ SUMMER LEADERSHIP CAMP RYAN MCELROY CHILDREN'S CANCER FOUNDATION 450 GARDNER HOLLOW ROAD POUGHQUAG NY 12570 141810853 501(C)(3) 5592 GENERAL OPERATING SUPPORT SCENIC HUDSON INC 1 CIVIC CENTER PLAZA STE 200 POUGHKEEPSIE NY 126013157 132898799 501(C)(3) 120650 GENERAL OPERATING SUPPORT SCHUMACHER CENTER FOR A NEW ECONOMICS 140 JUG END RD GREAT BARRINGTON MA 01258 461421645 501(C)(3) 10000 GENERAL OPERATING SUPPORT SECOND CHANCE FOODS PO BOX 93 CARMEL NY 10512 810996695 501(C)(3) 32000 GENERAL OPERATING SUPPORT ST NICHOLAS ON THE HUDSON 37 POINT STREET WAPPINGERS FALLS NY 12590 472332204 501(C)(3) 35000 GENERAL OPERATING SUPPORT ST THOMAS EPISCOPAL CHURCH AMENIA UNION NY 40 LEEDSVILLE ROAD AMENIA NY 12501 141496937 501(C)(3) 35500 CAPITAL IMPROVEMENTS STANFORD FREE LIBRARY 6035 ROUTE 82 STANFORDVILLE NY 12581 141492555 501(C)(3) 19484 GENERAL SUPPORT FOR NOW ACCOUNT SUNY NEW PALTZ FOUNDATION INC 1 HAWK DRIVE NEW PALTZ NY 125612447 222141645 501(C)(3) 55500 SUPPORT THE SAMUEL DORSKY MUSEUM OF ART SUPPORT CONNECTION INC 40 TRIANGLE CENTER SUITE 100 YORKTOWN HEIGHTS NY 10598 133900612 501(C)(3) 15000 GENERAL OPERATING SUPPORT TEMPLE BETH-EL 118 GRAND AVENUE POUGHKEEPSIE NY 12603 141467426 501(C)(3) 19592 GENERAL OPERATING SUPPORT TEMPLE EMANUEL OF KINGSTON 243 ALBANY AVENUE KINGSTON NY 12401 141455434 501(C)(3) 27955 CAPITAL IMPROVEMENTS THE ARC MID-HUDSON 471 ALBANY AVENUE KINGSTON NY 12401 141437657 501(C)(3) 7500 GENERAL OPERATING SUPPORT THE ART EFFECT 45 PERSHING AVENUE POUGHKEEPSIE NY 12601 222538177 501(C)(3) 45314 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) 6300 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) 112053 GENERAL OPERATING SUPPORT THE GOOD WORK INSTITUTE 65 ST JAMES STREET KINGSTON NY 12401 473091614 501(C)(3) 16000 GENERAL OPERATING SUPPORT THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON NY 20002 237327730 501(C)(3) 8668 GENERAL OPERATING SUPPORT THE ROOSEVELT INSTITUTE 570 LEXINGTON AVENUE 5TH FLOOR NEW YORK NY 10022 237213592 501(C)(3) 10000 GENERAL OPERATING SUPPORT THE SALVATION ARMY OF GREATER NEW YORK 120 WEST 14TH STREET NEW YORK NY 10011 135562351 501(C)(3) 8668 GENERAL OPERATING SUPPORT THE WOODSTOCK SCHOOL OF ART INC 2470 ROUTE 212 WOODSTOCK NY 12498 222319612 501(C)(3) 20000 GENERAL OPERATING SUPPORT TOWN OF RHINEBECK 80 EAST MARKET STREET RHINEBECK NY 12572 146002401 IRC 115 12600 SCHOLARSHIPS FOR SUMMER CAMP TOWNSCAPE OF MILLERTON AND NORTHEAST PO BOX 835 MILLERTON NY 12546 204302919 501(C)(3) 30000 GENERAL OPERATING SUPPORT TRUSTEES OF COLUMBIA UNIVERSITY 516 WEST 168TH STREET 3RD FLOOR NEW YORK NY 10032 135598093 501(C)(3) 25000 MITOCHONDRIAL RESEARCH ULSTER COMMUNITY COLLEGE FOUNDATION INC PO BOX 557 STONE RIDGE NY 12484 141796265 501(C)(3) 5600 GENERAL OPERATING SUPPORT ULSTER COUNTY COMMUNITY ACTION COMMITTEE INC 70 LINDSLEY AVENUE KINGSTON NY 12401 141491879 501(C)(3) 8000 GENERAL OPERATING SUPPORT ULSTER IMMIGRANT DEFENSE NETWORK INC 30 PINE GROVE AVENUE KINGSTON NY 12401 146084855 501(C)(3) 20500 SUPPORT FOR DIETARY PROGRAMS ULSTER LITERACY ASSOCIATION 480 AARON COURT KINGSTON NY 12401 222484450 501(C)(3) 5925 GENERAL OPERATING SUPPORT UNDERGROUND FOUNDATIONS 9 KATE YAEGER RD SAUGERTIES NY 12477 815137417 501(C)(3) 5380 GENERAL OPERATING SUPPORT UNITED MITOCHONDRIAL DISEASE FOUNDATION 8085 SALTSBURG ROAD PITTSBURGH PA 15239 251767180 501(C)(3) 5500 MEDICAL RESEARCH UNITED WAY OF THE DUTCHESS-ORANGE REGION 75 MARKET STREET POUGHKEEPSIE NY 126014015 061045698 501(C)(3) 22400 COVID-19 RELIEF UNSHATTERED 1064 ROUTE 82 HOPEWELL JUNCTION NY 12533 814627998 501(C)(3) 12500 GENERAL OPERATING SUPPORT VASSAR TEMPLE 140 HOOKER AVENUE POUGHKEEPSIE NY 12601 141422084 501(C)(3) 7138 GENERAL OPERATING SUPPORT VASSAR-WARNER HOME 52 S HAMILTON STREET POUGHKEEPSIE NY 12601 237334637 501(C)(3) 15000 GENERAL OPERATING SUPPORT VILLAGE OF MILLERTON 5933 N ELM AVENUE MILLERTON NY 12546 146002300 IRC 115 57000 REVITALIZATION OF MILLERTON COMMUNITY PARK WAPPINGERS FALLS CEMETERY INC RURAL ROUTE 9 BOX D WAPPINGERS FALLS NY 12590 141158610 501(C)(13) 50000 CAPITAL IMPROVEMENTS WAPPINGERS HISTORICAL SOCIETY PO BOX 174 WAPPINGERS FALLS NY 12590 146050573 501(C)(3) 40000 GENERAL OPERATING SUPPORT WOODSTOCK BYRDCLIFFE GUILD 34 TINKER STREET WOODSTOCK NY 12498 146026681 501(C)(3) 6250 GENERAL OPERATING SUPPORT 151 5 SCHOLARSHIP AWARDS 152 413120 PART I, LINE 2: 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. X 31 1421205 AVG. SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. 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 COMMUNITY FOUNDATIONS REAL ESTATE LLC 25 VAN WAGNER ROAD POUGHKEEPSIE NY 12603 472901304 REAL ESTATE NY 0 0 COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY INC FOUNDATION FOR COMMUNITY HEALTH INC 478 CORNWALL BRIDGE ROAD SHARON CT 06069 200057897 GRANTMAKING CT 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0