COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY (EIN 23-7026859)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-12-04
- IRS object ID
- 201913389349300711
- Schema version
- 2018v3.1
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-04T10:05:01-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 80 WASHINGTON STREET NO 201 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEVILL SMYTHE | PersonNm |
| Person Title | INTERIM PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8454523077 | PhoneNum |
| Signature | 2019-12-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2019-12-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.112.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-04 | IPDt |
| IP Tm | 10:04:56 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9616F4B14A694591D1E716C270910E6FA5556DA3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NEVILL SMYTHE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 WASHINGTON STREET NO 201 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,866,192 | 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 ORGANIZATION'S MOST SIGNIFICANT ACTIVITIES FOR THE 2018 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 | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 265 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,424,900 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,386,593 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $78,623 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $81,945 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,049,616 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,675,818 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$45,245 | PYOtherRevenueAmt |
| CY Other Revenue | -$55,835 | CYOtherRevenueAmt |
| PY Total Revenue | $21,507,894 | PYTotalRevenueAmt |
| CY Total Revenue | $33,088,521 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,332,484 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $27,337,592 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $714,994 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $839,060 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $109,747 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $852,384 | PYOtherExpensesAmt |
| CY Other Expenses | $734,584 | CYOtherExpensesAmt |
| PY Total Expenses | $15,899,862 | PYTotalExpensesAmt |
| CY Total Expenses | $28,911,236 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,608,032 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,177,285 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,447,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,677,901 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,573,514 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,886,513 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,873,951 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,791,388 | 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 | $27,798,753 | ExpenseAmt |
| Grant | $27,337,592 | GrantAmt |
| Revenue | $81,945 | RevenueAmt |
| Desc | GRANT-MAKING: ADMINISTRATION OF CHARITABLE FUNDS TO MEET COMMUNITY NEEDS BY MAKING GRANTS TO NONPROFITS FOR CHARITABLE PURPOSES. DURING 2019, $27.7 MILLION WAS GRANTED WITH APPROXIMATELY 24% OF GRANTS MADE FOR THE PURPOSE OF HEALTH AND HUMAN SERVICE RELATED ACTIVITIES, 32% FOR ARTS AND CULTURE, 35% FOR COMMUNITY INVOLVEMENT, 4% FOR EDUCATIONAL PURPOSES, AND THE REMAINING GRANTS A MIX OF ANIMAL WELFARE AND FAITH BASED ORGANIZATIONS' CHARITABLE ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $431,725 | ExpenseAmt |
| Desc | DONOR RELATIONS: WORKING WITH DONORS TO CONNECT THEM TO THE CAUSES THEY CARE ABOUT MOST. BRINGING DONORS TOGETHER TO FUND PROGRAMS AND AGENCIES THAT ACHIEVE THEIR PHILANTHROPIC GOALS. SERVICES INCLUDE RESEARCHING NONPROFITS AND CAUSES, PROVIDING SEMINARS ON TOPICS AND COMMUNITY NEEDS, ASSISTING DONORS IN STRUCTURING THEIR FUNDS AND ESTATE PLANS TO ACHIEVE THEIR PHILANTHROPIC GOALS AND ANSWERING QUESTIONS ABOUT CHARITABLE GIVING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $88,307 | ExpenseAmt |
| Desc | NONPROFIT TECHNICAL ASSISTANCE: PROVIDING SEMINARS, BOARD AND EXECUTIVE COUNSELLING AND INFORMATION ON A WIDE RANGE OF TOPICS ABOUT MANAGING NONPROFITS INCLUDING BOARD GOVERNANCE, FINANCIAL MANAGEMENT, COMPLIANCE, USING DATA TO IMPROVE PROGRAMS AND FUNDRAISING, ENDOWMENT, CREATING AND IMPLEMENTING PLANNED GIVING PROGRAMS WITH THEIR OWN DONOR BASES, AND GRANT-WRITING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,318,785 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROKSOLANA GERAMITA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8454523077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 WASHINGTON STREET NO 201 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KIMBERLEY S WILLIAMS | ||||||
| CHAIR (THRU 6/24/19) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFFREY D WOOD | ||||||
| VICE CHAIR, GRANTS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRENDA K SANTORO CPA | ||||||
| VICE CHAIR, AUDIT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVEN R TINKELMAN | ||||||
| VICE CHAIR, INVESTMENTS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELEANOR CHARWAT | ||||||
| VICE CHAIR, GOVERNANCE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NATHANIEL S PRENTICE | ||||||
| VICE CHAIR, PUTNAM | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS J MURPHY | ||||||
| VICE CHAIR, DEVELOPMENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES A FRENI JR | ||||||
| VICE CHAIR, DUTCHESS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DARLENE L PFEIFFER | ||||||
| VICE CHAIR, ULSTER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM A BRENNER CPA | ||||||
| VICE CHAIR, FINANCE / TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER KRULEWICH | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AZIZ AHSAN ESQ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN L BAKER ESQ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER J BRENT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARYBETH CALE | ||||||
| TRUSTEE (THRU 6/24/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| YU-SHIN CHEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA B CLARKE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL FLEISCHER | ||||||
| TRUSTEE (THRU 3/4/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN HAMILTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH KEARNEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CORA MALLORY-DAVIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MYRNA SAMETH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES SIMON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR R UPRIGHT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCH GALLAGHER | ||||||
| PRESIDENT & CEO (THRU 6/30/19) | 40.00 | Yes (X) | $141,400 | $0 | $14,072 | |
| ROKSOLANA GERAMITA | ||||||
| CFO | 40.00 | Yes (X) | $102,165 | $0 | $4,710 | |
| SALLY J CROSS CFRE | ||||||
| VICE PRESIDENT, PHILANTHROPY | 40.00 | Yes (X) | $89,265 | $0 | $4,860 | |
| KEVIN QUILTY | ||||||
| VICE PRESIDENT, ULSTER | 40.00 | Yes (X) | $80,165 | $0 | $2,740 | |
| NANCY ROSSI BROWNELL | ||||||
| VICE PRESIDENT, PUTNAM | 20.00 | Yes (X) | $38,432 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $451,427 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,382 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $286,132 | FundraisingAmt |
| All Other Contributions | $30,100,461 | AllOtherContributionsAmt |
| Noncash Contributions | $3,134,032 | NoncashContributionsAmt |
| Total Contributions | $30,386,593 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $81,945 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,945 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $81,945 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,272,325 | TotalRevenueColumnAmt |
| Exclusion | $2,272,325 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,065,036 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,661,543 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $403,493 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $403,493 | TotalRevenueColumnAmt |
| Exclusion | $403,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $60,293 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $286,132 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $116,128 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$55,835 | TotalRevenueColumnAmt |
| Exclusion | -$55,835 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,088,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,945 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,619,983 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,951,005 | TotalAmt |
| Program Services | $26,951,005 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,587 | TotalAmt |
| Program Services | $386,587 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,297 | TotalAmt |
| Program Services | $338,842 | ProgramServicesAmt |
| Management And General | $124,574 | ManagementAndGeneralAmt |
| Fundraising | $34,881 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,819 | TotalAmt |
| Program Services | $147,437 | ProgramServicesAmt |
| Management And General | $54,205 | ManagementAndGeneralAmt |
| Fundraising | $15,177 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,017 | TotalAmt |
| Program Services | $2,732 | ProgramServicesAmt |
| Management And General | $1,004 | ManagementAndGeneralAmt |
| Fundraising | $281 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,860 | TotalAmt |
| Program Services | $44,785 | ProgramServicesAmt |
| Management And General | $16,465 | ManagementAndGeneralAmt |
| Fundraising | $4,610 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,067 | TotalAmt |
| Program Services | $36,765 | ProgramServicesAmt |
| Management And General | $13,517 | ManagementAndGeneralAmt |
| Fundraising | $3,785 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,749 | TotalAmt |
| Management And General | $10,749 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,000 | TotalAmt |
| Management And General | $34,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,550 | TotalAmt |
| Management And General | $4,550 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,733 | TotalAmt |
| Management And General | $65,733 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,574 | TotalAmt |
| Management And General | $15,574 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,492 | TotalAmt |
| Management And General | $60,984 | ManagementAndGeneralAmt |
| Fundraising | $37,508 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,430 | TotalAmt |
| Program Services | $31,473 | ProgramServicesAmt |
| Management And General | $27,945 | ManagementAndGeneralAmt |
| Fundraising | $3,012 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,685 | TotalAmt |
| Program Services | $30,425 | ProgramServicesAmt |
| Management And General | $12,132 | ManagementAndGeneralAmt |
| Fundraising | $3,128 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,241 | TotalAmt |
| Program Services | $36,210 | ProgramServicesAmt |
| Management And General | $13,308 | ManagementAndGeneralAmt |
| Fundraising | $3,723 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,550 | TotalAmt |
| Management And General | $5,294 | ManagementAndGeneralAmt |
| Fundraising | $3,256 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,902 | TotalAmt |
| Program Services | $2,405 | ProgramServicesAmt |
| Management And General | $16,497 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,517 | TotalAmt |
| Program Services | $3,752 | ProgramServicesAmt |
| Management And General | $1,379 | ManagementAndGeneralAmt |
| Fundraising | $386 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,794 | TotalAmt |
| Management And General | $4,794 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM EXPENSES | Desc |
| Total | $306,367 | TotalAmt |
| Program Services | $306,367 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,911,236 | TotalAmt |
| Program Services | $28,318,785 | ProgramServicesAmt |
| Management And General | $482,704 | ManagementAndGeneralAmt |
| Fundraising | $109,747 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,869 | BOYAmt |
| EOY | $335,879 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,087,190 | BOYAmt |
| EOY | $17,140,793 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,738,861 | BOYAmt |
| EOY | $750,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,486 | BOYAmt |
| EOY | $105,901 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,977 | BOYAmt |
| EOY | $67,373 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $56,026 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,063 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,416 | BOYAmt |
| EOY | $10,963 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,529,971 | BOYAmt |
| EOY | $64,605,774 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,695 | BOYAmt |
| EOY | $661,218 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,447,465 | BOYAmt |
| EOY | $83,677,901 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,068 | BOYAmt |
| EOY | $57,042 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,401,324 | BOYAmt |
| EOY | $11,333,105 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,342 | BOYAmt |
| EOY | $58,218 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,085,780 | BOYAmt |
| EOY | $9,438,148 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,573,514 | BOYAmt |
| EOY | $20,886,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,494,395 | BOYAmt |
| EOY | $61,410,796 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,379,556 | BOYAmt |
| EOY | $1,380,592 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,873,951 | BOYAmt |
| EOY | $62,791,388 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,447,465 | BOYAmt |
| EOY | $83,677,901 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,177,285 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,283,996 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $24,148 | 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 | $7,642,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,524,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,857,292 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,424,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,386,593 | CurrentTaxYearAmt |
| Total | $65,835,588 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,642,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,524,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,857,292 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,424,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,386,593 | CurrentTaxYearAmt |
| Total | $65,835,588 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $37,885,276 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,950,312 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,373,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,768,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,680,772 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,968,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,272,325 | CurrentTaxYearAmt |
| Total | $9,063,373 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $74,898,961 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $349,315 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.37320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $4,550 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $4,550 | 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. $4,550 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 | 138 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $26,596,746 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $23,751,994 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $23,033,018 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,029,070 | BeginningYearBalanceAmt |
| Contributions | $956,495 | ContributionsAmt |
| Investment Earnings Or Losses | -$246,257 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,131,858 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $421,306 | AdministrativeExpensesAmt |
| End Year Balance | $29,186,144 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,760,346 | BeginningYearBalanceAmt |
| Contributions | $5,535,662 | ContributionsAmt |
| Investment Earnings Or Losses | $514,144 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,032,750 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $421,828 | AdministrativeExpensesAmt |
| End Year Balance | $30,355,574 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98610 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.01390 | 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 | $56,026 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,063 | DepreciationAmt |
| Book Value | $10,963 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,963 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,958,043 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,283,996 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $163,416 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $55,835 | OtherRevenueAmt |
| Revenue Not Reported | -$1,064,745 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,022,788 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $65,733 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $65,733 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,088,521 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,030,503 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $163,416 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $56,767 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $220,183 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,810,320 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $65,733 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $35,183 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $100,916 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,911,236 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 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, 2016. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED IN PART VIII, LINE 8B 55,835. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED IN PART VIII, LINE 8B 55,835. LOSS ON DISPOSAL OF ASSET REPORTED IN PART XI, LINE 9 932. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PRIOR YEAR GRANT REFUNDS AND CANCELLATIONS NETTED AGAINST GRANT EXPENSE 35,183. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GARDEN PARTY | Event1Nm |
| Gross Receipts Event1 | $184,222 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $150,795 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $33,427 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $19,801 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,875 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,190 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,878 | OtherDirectExpensesEvent1Amt |
| Event2 | RODRIGUEZ FOUNDATION EVENT | Event2Nm |
| Gross Receipts Event2 | $84,665 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $60,965 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $23,700 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $29,400 | FoodAndBeverageEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $77,538 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $74,372 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $3,166 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $31,984 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $346,425 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $286,132 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $60,293 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,801 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $44,275 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,190 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $50,862 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $116,128 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$55,835 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (125 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADIRONDACK FOUNDATION | ||||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | 161535724 | 501(C)(3) | $48,261 | GENERAL OPERATING SUPPORT | |
| AKINDALE REHABILITATION & LAND CONSERVATION FUND | ||||||||
| 323 QUAKER HILL ROAD | PAWLING | NY | 12564 | 201822473 | 501(C)(3) | $31,337 | GENERAL OPERATING SUPPORT | |
| AMERICAN CANCER SOCIETY - HUDSON VALLEY REGION | ||||||||
| 121 EXECUTIVE DRIVE | NEW WINDSOR | NY | 12553 | 131788491 | 501(C)(3) | $12,130 | GENERAL OPERATING SUPPORT | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | 136213516 | 501(C)(3) | $7,600 | GENERAL OPERATING SUPPORT | |
| AMERICAN CONSERVATIVE UNION FOUNDATION | ||||||||
| 201 N UNION ST SUITE 370 | ALEXANDRIA | VA | 223142650 | 521294680 | 501(C)(3) | $6,698 | GENERAL OPERATING SUPPORT | |
| AMERICAN JEWISH WORLD SERVICE INC | ||||||||
| 45 W 36TH STREET 11TH FL | NEW YORK | NY | 10018 | 222584370 | 501(C)(3) | $9,180 | GENERAL OPERATING SUPPORT | |
| AMERICAN RED CROSS OF THE MID-HUDSON VALLEY | ||||||||
| 4 JEFFERSON STREET SUITE 302 | POUGHKEEPSIE | NY | 12601 | 530196605 | 501(C)(3) | $10,897 | GENERAL OPERATING SUPPORT | |
| ANIMAL RESCUE FOUNDATION INC | ||||||||
| PO BOX 1129 | BEACON | NY | 12508 | 141730869 | 501(C)(3) | $6,016 | GENERAL OPERATING SUPPORT | |
| BARDAVON 1869 OPERA HOUSE INC | ||||||||
| 35 MARKET STREET | POUGHKEEPSIE | NY | 12601 | 141585490 | 501(C)(3) | $209,802 | GENERAL OPERATING SUPPORT | |
| BERKSHIRE TACONIC COMMUNITY FOUNDATION | ||||||||
| 800 NORTH MAIN STREET PO BOX 400 | SHEFFIELD | MA | 012570400 | 061254469 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT | |
| BOY SCOUTS OF AMERICA - HUDSON VALLEY COUNCIL | ||||||||
| 6 JEANNE DRIVE | NEWBURGH | NY | 12550 | 141338385 | 501(C)(3) | $66,954 | GENERAL OPERATING SUPPORT | |
| BOYS AND GIRLS CLUB OF NEWBURGH | ||||||||
| 285 LIBERTY STREET | NEWBURGH | NY | 12550 | 141506144 | 501(C)(3) | $12,500 | GENERAL OPERATING SUPPORT | |
| CANCER SUPPORT TEAM INC | ||||||||
| 2900 WESTCHESTER AVENUE SUITE 103 | PURCHASE | NY | 10577 | 132938964 | 501(C)(3) | $6,000 | GENERAL OPERATING SUPPORT | |
| CARY INSTITUTE OF ECOSYSTEM STUDIES | ||||||||
| 2801 SHARON TURNPIKE PO BOX AB | MILLBROOK | NY | 12545 | 223232968 | 501(C)(3) | $7,250 | GENERAL OPERATING SUPPORT | |
| CENTER FOR GOVERNMENTAL RESEARCH | ||||||||
| 1 SOUTH WASHINGTON STREET SUITE 400 | ROCHESTER | NY | 146141135 | 160754774 | 501(C)(3) | $12,200 | GENERAL OPERATING SUPPORT | 400 |
| CHILDREN'S HOME OF POUGHKEEPSIE | ||||||||
| 10 CHILDRENS WAY | POUGHKEEPSIE | NY | 126011437 | 141364662 | 501(C)(3) | $21,789 | GENERAL OPERATING SUPPORT | |
| CHRIST EPISCOPAL CHURCH | ||||||||
| 20 CARROLL STREET | POUGHKEEPSIE | NY | 12601 | 141416683 | 501(C)(3) | $9,750 | GENERAL OPERATING SUPPORT | |
| CITY OF KINGSTON | ||||||||
| 420 BROADWAY | KINGSTON | NY | 12401 | 146002267 | CITY OF KINGSTON | $461,715 | GENERAL OPERATING SUPPORT | |
| CLINTON COMMUNITY LIBRARY | ||||||||
| 1215 CENTRE ROAD | RHINEBECK | NY | 12572 | 141699640 | 501(C)(3) | $25,000 | GENERAL OPERATING SUPPORT | |
| COMMON GROUND FARM | ||||||||
| PO BOX 148 | BEACON | NY | 12508 | 010574675 | 501(C)(3) | $31,185 | GENERAL OPERATING SUPPORT | |
| COMMUNITY ACTION PARTNERSHIP FOR DUTCHESS COUNTY INC | ||||||||
| 77 CANNON STREET | POUGHKEEPSIE | NY | 12601 | 141611857 | 501(C)(3) | $84,184 | GENERAL OPERATING SUPPORT | |
| COMMUNITY FAMILY DEVELOPMENT | ||||||||
| 269 MILL STREET | POUGHKEEPSIE | NY | 12601 | 141779480 | 501(C)(3) | $8,000 | GENERAL OPERATING SUPPORT | |
| COMMUNITY HOUSING INNOVATIONS INC | ||||||||
| 75 S BROADWAY SUITE 340 | WHITE PLAINS | NY | 10601 | 133627750 | 501(C)(3) | $20,000 | GENERAL OPERATING SUPPORT | |
| CORNELL COOPERATIVE EXTENSION DUTCHESS COUNTY | ||||||||
| 2715 RT 44 SUITE 1 | MILLBROOK | NY | 125455510 | 146036882 | 501(C)(3) | $18,855 | GENERAL OPERATING SUPPORT | |
| CORNERSTONE FAMILY HEALTHCARE | ||||||||
| 147 LAKE STREET | NEWBURGH | NY | 12550 | 061036715 | 501(C)(3) | $45,000 | GENERAL OPERATING SUPPORT | |
| COUNCIL ON ADDICTION PREVENTION AND EDUCATION OF DUTCHESS COUNTY | ||||||||
| 807 ROUTE 52 ROOM 28 | FISHKILL | NY | 12524 | 222804639 | 501(C)(3) | $11,000 | GENERAL OPERATING SUPPORT | |
| COUNTY OF ULSTER | ||||||||
| 244 FAIR STREET PO BOX 1800 | KINGSTON | NY | 12402 | 146002575 | COUNTY OF ULSTER | $4,100,000 | GENERAL OPERATING SUPPORT | |
| DUTCHESS COMMUNITY COLLEGE | ||||||||
| 53 PENDELL ROAD | POUGHKEEPSIE | NY | 12601 | 146012314 | 501(C)(3) | $12,000 | GENERAL OPERATING SUPPORT | |
| DUTCHESS COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 53 PENDELL ROAD | POUGHKEEPSIE | NY | 126011512 | 222484101 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| DUTCHESS COUNTY ART ASSOCIATION INC | ||||||||
| 55 NOXON STREET | POUGHKEEPSIE | NY | 12601 | 146027959 | 501(C)(3) | $23,200 | GENERAL OPERATING SUPPORT | |
| DUTCHESS COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 88 | POUGHKEEPSIE | NY | 126020088 | 141505142 | 501(C)(3) | $14,897 | GENERAL OPERATING SUPPORT | |
| DUTCHESS COUNTY SPCA | ||||||||
| 636 VIOLET AVENUE | HYDE PARK | NY | 12538 | 141340058 | 501(C)(3) | $27,951 | GENERAL OPERATING SUPPORT | |
| DUTCHESS OUTREACH INC | ||||||||
| 29 N HAMILTON ST STE 223 | POUGHKEEPSIE | NY | 126012541 | 222339537 | 501(C)(3) | $36,664 | GENERAL OPERATING SUPPORT | |
| EAST FISHKILL COMMUNITY LIBRARY | ||||||||
| 348 ROUTE 376 | HOPEWELL JUNCTION | NY | 12533 | 141495851 | 501(C)(3) | $6,500 | GENERAL OPERATING SUPPORT | |
| ELEANOR ROOSEVELT CENTER AT VAL-KILL | ||||||||
| 106 VALKILL PARK ROAD PO BOX 255 | HYDE PARK | NY | 12538 | 141590637 | 501(C)(3) | $6,725 | GENERAL OPERATING SUPPORT | |
| FALL KILL CREATIVE ARTS WORKS | ||||||||
| 485 MAIN STREET | POUGHKEEPSIE | NY | 12601 | 452487236 | 501(C)(3) | $5,079 | GENERAL OPERATING SUPPORT | |
| FAMILY OF WOODSTOCK INC | ||||||||
| 39 JOHN STREET PO BOX 3516 | KINGSTON | NY | 12402 | 141537663 | 501(C)(3) | $298,784 | GENERAL OPERATING SUPPORT | |
| FAMILY SERVICES INC | ||||||||
| 29 N HAMILTON STREET 109 | POUGHKEEPSIE | NY | 12601 | 141338399 | 501(C)(3) | $31,750 | GENERAL OPERATING SUPPORT | |
| FOOD BANK OF THE HUDSON VALLEY | ||||||||
| 195 HUDSON STREET | CORNWALLONHUDSON | NY | 125201619 | 222470885 | 501(C)(3) | $108,239 | GENERAL OPERATING SUPPORT | |
| FOUNDATION FOR VASSAR BROTHERS MEDICAL CENTER | ||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 141736429 | 501(C)(3) | $64,424 | GENERAL OPERATING SUPPORT | |
| FRANCISCAN FRIARS OF THE ATONEMENT - GRAYMOOR | ||||||||
| 1350 ROUTE 9 PO BOX 300 | GARRISON | NY | 105240301 | 141344809 | 501(C)(3) | $11,147 | GENERAL OPERATING SUPPORT | |
| FRANKLIN PIERCE UNIVERSITY | ||||||||
| 40 UNIVERSITY DRIVE | RINDGE | NH | 034610060 | 020263136 | 501(C)(3) | $12,000 | GENERAL OPERATING SUPPORT | |
| FRIENDS OF SENIORS OF DUTCHESS COUNTY INC | ||||||||
| 9 VASSAR STREET SUITE 24 | POUGHKEEPSIE | NY | 126013022 | 201714419 | 501(C)(3) | $24,100 | GENERAL OPERATING SUPPORT | |
| GRACE SMITH HOUSE | ||||||||
| 1 BROOKSIDE AVENUE | POUGHKEEPSIE | NY | 12601 | 141626657 | 501(C)(3) | $11,823 | GENERAL OPERATING SUPPORT | |
| HABITAT FOR HUMANITY OF DUTCHESS COUNTY | ||||||||
| 45 CATHARINE STREET | POUGHKEEPSIE | NY | 12601 | 141767037 | 501(C)(3) | $5,750 | GENERAL OPERATING SUPPORT | |
| HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC | ||||||||
| PO BOX 745 | NEW YORK | NY | 101010745 | 237312335 | 501(C)(3) | $18,763 | GENERAL OPERATING SUPPORT | |
| HARRIET TUBMAN ACADEMIC SKILLS AND ENRICHMENT PROGRAM | ||||||||
| 21 WILLIAMS STREET | POUGHKEEPSIE | NY | 12601 | 141792116 | 501(C)(3) | $13,500 | GENERAL OPERATING SUPPORT | |
| HAWTHORNE VALLEY ASSOCIATION INC | ||||||||
| 327 COUNTY ROUTE 21C | GHENT | NY | 12075 | 132722428 | 501(C)(3) | $27,400 | GENERAL OPERATING SUPPORT | |
| HILLSDALE COLLEGE | ||||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | 381374230 | 501(C)(3) | $6,698 | GENERAL OPERATING SUPPORT | |
| HILLSIDE FOOD OUTREACH | ||||||||
| 39 OLD RIDGEBURY ROAD SUITE 16 | DANBURY | CT | 06810 | 010712431 | 501(C)(3) | $20,000 | GENERAL OPERATING SUPPORT | |
| HOWLAND CHAMBER MUSIC CIRCLE | ||||||||
| PO BOX 224 | CHELSEA | NY | 125120224 | 141812997 | 501(C)(3) | $15,100 | GENERAL OPERATING SUPPORT | |
| HUDSON RIVER HOUSING INC | ||||||||
| 313 MILL STREET | POUGHKEEPSIE | NY | 12601 | 222456648 | 501(C)(3) | $13,200 | GENERAL OPERATING SUPPORT | |
| HUDSON VALLEY CURRENT | ||||||||
| PO BOX 444 | ACCORD | NY | 12404 | 464836595 | 501(C)(3) | $750,000 | GENERAL OPERATING SUPPORT | |
| HUDSON VALLEY SEED | ||||||||
| PO BOX 223 | BEACON | NY | 12508 | 463267308 | 501(C)(3) | $23,600 | GENERAL OPERATING SUPPORT | |
| JAZZ POWER INITIATIVE | ||||||||
| 5030 BROADWAY SUITE 657 | NEW YORK | NY | 10034 | 061722131 | 501(C)(3) | $6,000 | GENERAL OPERATING SUPPORT | |
| JEWISH FEDERATION OF DUTCHESS COUNTY INC | ||||||||
| PO BOX 2525 | POUGHKEEPSIE | NY | 126032525 | 141751875 | 501(C)(3) | $23,079 | GENERAL OPERATING SUPPORT | |
| JEWISH FEDERATION OF ULSTER COUNTY | ||||||||
| 1 ALBANY AVENUE SUITE G10 | KINGSTON | NY | 12401 | 141374486 | 501(C)(3) | $5,180 | GENERAL OPERATING SUPPORT | |
| KIAWAH CONSERVANCY | ||||||||
| 80 KESTREL COURT | KIAWAH ISLAND | SC | 29455 | 582359979 | 501(C)(3) | $50,000 | GENERAL OPERATING SUPPORT | |
| KINGSTON CITY LAND BANK | ||||||||
| 420 BROADWAY | KINGSTON | NY | 12401 | 850542587 | CITY OF KINGSTON | $1,048,221 | GENERAL OPERATING SUPPORT | |
| KINGSTON HIGH SCHOOL | ||||||||
| 403 BROADWAY | KINGSTON | NY | 12401 | 146012395 | 501(C)(3) | $6,066 | GENERAL OPERATING SUPPORT | |
| KINGSTON YMCA FARM PROJECT | ||||||||
| 507 BROADWAY | KINGSTON | NY | 12401 | 141338342 | 501(C)(3) | $14,298 | GENERAL OPERATING SUPPORT | |
| LEGAL SERVICES OF THE HUDSON VALLEY | ||||||||
| 90 MAPLE AVENUE | WHITE PLAINS | NY | 10601 | 136265606 | 501(C)(3) | $11,750 | GENERAL OPERATING SUPPORT | |
| LOMONTVILLE FIRE DEPARTMENT INC | ||||||||
| 2394 HURLEY MOUNTAIN RD | KINGSTON | NY | 12401 | 203121415 | 501(C)(4) | $15,000 | GENERAL OPERATING SUPPORT | |
| LUCKY ORPHANS HORSE RESCUE INC | ||||||||
| 2699 NY-22 | DOVER PLAINS | NY | 12522 | 262729197 | 501(C)(3) | $7,000 | GENERAL OPERATING SUPPORT | |
| MARIST COLLEGE | ||||||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 12601 | 141442493 | 501(C)(3) | $103,375 | GENERAL OPERATING SUPPORT | |
| MEDIATION CENTER OF DUTCHESS COUNTY INC | ||||||||
| 205 SOUTH AVENUE STE 200 | POUGHKEEPSIE | NY | 12601 | 141762932 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10021 | 131924236 | 501(C)(3) | $6,698 | GENERAL OPERATING SUPPORT | |
| MID-HUDSON CHILDREN'S MUSEUM | ||||||||
| 75 NORTH WATER STREET | POUGHKEEPSIE | NY | 12601 | 223021355 | 501(C)(3) | $5,600 | GENERAL OPERATING SUPPORT | |
| MID-HUDSON CIVIC CENTER | ||||||||
| 14 CIVIC CENTER PLAZA | POUGHKEEPSIE | NY | 126013118 | 510151858 | 501(C)(3) | $81,744 | GENERAL OPERATING SUPPORT | |
| MILES OF HOPE BREAST CANCER FOUNDATION | ||||||||
| PO BOX 405 | LAGRANGEVILLE | NY | 12540 | 134281796 | 501(C)(3) | $14,919 | GENERAL OPERATING SUPPORT | |
| MOHONK PRESERVE INC | ||||||||
| PO BOX 715 | NEW PALTZ | NY | 125610715 | 141609484 | 501(C)(3) | $27,300 | GENERAL OPERATING SUPPORT | |
| NEW YORK COMMUNITY TRUST | ||||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | 133062214 | 501(C)(3) | $145,000 | GENERAL OPERATING SUPPORT | |
| NEWARK BETH ISRAEL MEDICAL CENTER | ||||||||
| 201 LYONS AVE | NEWARK | NJ | 07112 | 223452311 | 501(C)(3) | $6,000 | GENERAL OPERATING SUPPORT | |
| NORTH EAST COMMUNITY CENTER | ||||||||
| 51 SOUTH CENTER STREET PO BOX 35 | MILLERTON | NY | 12546 | 141736237 | 501(C)(3) | $31,825 | GENERAL OPERATING SUPPORT | |
| NUBIAN DIRECTIONS II INC | ||||||||
| 248 MAIN STREET | POUGHKEEPSIE | NY | 12601 | 141777760 | 501(C)(3) | $12,000 | GENERAL OPERATING SUPPORT | |
| O POSITIVE FESTIVALS INC | ||||||||
| PO BOX 3083 | KINGSTON | NY | 124023083 | 900882142 | 501(C)(3) | $26,951 | GENERAL OPERATING SUPPORT | |
| ORVILLE A TODD MIDDLE SCHOOL | ||||||||
| 11 CROFT ROAD | POUGHKEEPSIE | NY | 12603 | 146001846 | 501(C)(3) | $5,886 | GENERAL OPERATING SUPPORT | |
| PHILLIES BRIDGE FARM PROJECT INC | ||||||||
| 45 PHILLIES BRIDGE ROAD | NEW PALTZ | NY | 12561 | 141816094 | 501(C)(3) | $16,478 | GENERAL OPERATING SUPPORT | |
| PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY INC | ||||||||
| 178 CHURCH STREET | POUGHKEEPSIE | NY | 12601 | 141344810 | 501(C)(3) | $59,700 | GENERAL OPERATING SUPPORT | |
| PLEASANT VALLEY FREE LIBRARY | ||||||||
| 1584 MAIN STREET | PLEASANT VALLEY | NY | 12569 | 141496653 | 501(C)(3) | $252,600 | GENERAL OPERATING SUPPORT | |
| POUGHKEEPSIE FARM PROJECT | ||||||||
| PO BOX 3143 | POUGHKEEPSIE | NY | 126033143 | 141813679 | 501(C)(3) | $30,400 | GENERAL OPERATING SUPPORT | |
| POUGHKEEPSIE HIGH SCHOOL | ||||||||
| 70 FORBUS STREET | POUGHKEEPSIE | NY | 12601 | 146004158 | 501(C)(3) | $5,490 | GENERAL OPERATING SUPPORT | |
| PREMIER CARES FOUNDATION | ||||||||
| PO BOX 93 | PLEASANT VALLEY | NY | 12569 | 450990732 | 501(C)(3) | $6,177 | GENERAL OPERATING SUPPORT | |
| PRIMROSE HILL SCHOOL | ||||||||
| 23 SPRING BROOK PARK | RHINEBECK | NY | 12572 | 471840473 | 501(C)(3) | $57,250 | GENERAL OPERATING SUPPORT | |
| PUTNAM COMMUNITY ACTION PARTNERSHIP | ||||||||
| 121 MAIN STREET | BREWSTER | NY | 10509 | 132547122 | 501(C)(3) | $14,500 | GENERAL OPERATING SUPPORT | |
| RADIO KINGSTON CORPORATION | ||||||||
| 535 FIFTH AVENUE 33 FLOOR | NEW YORK | NY | 10017 | 821753945 | 501(C)(3) | $7,960,000 | GENERAL OPERATING SUPPORT | |
| RDC LOAVES AND FISHES INC | ||||||||
| 7 MARKET STREET PO BOX 665 | DOVER PLAINS | NY | 12522 | 273477999 | 501(C)(3) | $15,000 | GENERAL OPERATING SUPPORT | |
| REACH OUT ARTS | ||||||||
| 60 EDDY ROAD | VERBANK | NY | 12585 | 200711890 | 501(C)(3) | $50,000 | GENERAL OPERATING SUPPORT | |
| RISE UP KINGSTON | ||||||||
| 40 ABRUYN STREET | KINGSTON | NY | 12401 | 824823109 | 501(C)(3) | $600,000 | GENERAL OPERATING SUPPORT | |
| RONDOUT VALLEY HIGH SCHOOL | ||||||||
| 122 KYSERIKE ROAD PO BOX 9 | ACCORD | NY | 12404 | 146011242 | 501(C)(3) | $5,910 | GENERAL OPERATING SUPPORT | |
| RURAL & MIGRANT MINISTRY INC | ||||||||
| PO BOX 4757 | POUGHKEEPSIE | NY | 126024757 | 222527596 | 501(C)(3) | $5,624 | GENERAL OPERATING SUPPORT | |
| RVHHC INC | ||||||||
| PO BOX 725 | STONE RIDGE | NY | 12484 | 455172061 | 501(C)(3) | $200,000 | GENERAL OPERATING SUPPORT | |
| RYAN MCELROY CHILDREN'S CANCER FOUNDATION | ||||||||
| 450 GARDNER HOLLOW ROAD | POUGHQUAG | NY | 12570 | 141810853 | 501(C)(3) | $6,665 | GENERAL OPERATING SUPPORT | |
| SALVATION ARMY - POUGHKEEPSIE CORPS | ||||||||
| 19 PERSHING AVENUE | POUGHKEEPSIE | NY | 12601 | 135562351 | 501(C)(3) | $6,948 | GENERAL OPERATING SUPPORT | |
| SCHOOL EMPOWERMENT NETWORK | ||||||||
| 420 ATLANTIC AVENUE | BROOKLYN | NY | 11217 | 474058445 | 501(C)(3) | $93,121 | GENERAL OPERATING SUPPORT | |
| SECOND CHANCE FOODS | ||||||||
| PO BOX 93 | CARMEL | NY | 10512 | 810996695 | 501(C)(3) | $14,000 | GENERAL OPERATING SUPPORT | |
| SPARROW'S NEST OF THE HUDSON VALLEY | ||||||||
| 942 ROUTE 376 SUITE 217 | WAPPINGERS FALLS | NY | 12590 | 462573747 | 501(C)(3) | $6,000 | GENERAL OPERATING SUPPORT | |
| ST MARY'S CHURCH | ||||||||
| 1209 ROUTE 9W | MARLBORO | NY | 12542 | 812388915 | 501(C)(3) | $20,000 | GENERAL OPERATING SUPPORT | |
| ST MARY'S-ST JOSEPH'S PARISH | ||||||||
| 231 CHURCH STREET | POUGHKEEPSIE | NY | 12601 | 141340116 | 501(C)(3) | $14,079 | GENERAL OPERATING SUPPORT | |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| 40 LEEDSVILLE ROAD | AMENIA | NY | 12501 | 141496937 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| STANFORD FREE LIBRARY | ||||||||
| 14 CREAMERY ROAD | STANFORDVILLE | NY | 12581 | 141492555 | 501(C)(3) | $19,485 | GENERAL OPERATING SUPPORT | |
| STOCKADE WORKS | ||||||||
| PO BOX 3999 | KINGSTON | NY | 12402 | 813059800 | 501(C)(3) | $250,000 | GENERAL OPERATING SUPPORT | |
| STONE RIDGE LIBRARY FOUNDATION INC | ||||||||
| 3700 MAIN STREET PO BOX 188 | STONE RIDGE | NY | 12484 | 300376256 | 501(C)(3) | $20,000 | GENERAL OPERATING SUPPORT | |
| SUPPORT CONNECTION INC | ||||||||
| 40 TRIANGLE CENTER SUITE 100 | YORKTOWN HEIGHTS | NY | 10598 | 133900612 | 501(C)(3) | $18,000 | GENERAL OPERATING SUPPORT | |
| TEMPLE BETH-EL | ||||||||
| 118 GRAND AVENUE | POUGHKEEPSIE | NY | 12603 | 141467426 | 501(C)(3) | $30,785 | GENERAL OPERATING SUPPORT | |
| THE ART EFFECT | ||||||||
| 45 PERSHING AVENUE | POUGHKEEPSIE | NY | 12601 | 222538177 | 501(C)(3) | $54,850 | GENERAL OPERATING SUPPORT | |
| THE CENTER FOR PERFORMING ARTS AT RHINEBECK | ||||||||
| 661 ROUTE 308 | RHINEBECK | NY | 125720148 | 223051271 | 501(C)(3) | $159,223 | GENERAL OPERATING SUPPORT | |
| THE CENTER FOR THE PREVENTION OF CHILD ABUSE | ||||||||
| 35 VAN WAGNER ROAD | POUGHKEEPSIE | NY | 12603 | 141584091 | 501(C)(3) | $20,320 | GENERAL OPERATING SUPPORT | |
| THE GOOD WORK INSTITUTE | ||||||||
| 65 ST JAMES STREET | KINGSTON | NY | 12401 | 473091614 | 501(C)(3) | $851,000 | GENERAL OPERATING SUPPORT | |
| THE HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | 237327730 | 501(C)(3) | $6,698 | GENERAL OPERATING SUPPORT | |
| THE NRA FOUNDATION INC | ||||||||
| 11250 WAPLES MILL RD | FAIRFAX | VA | 22030 | 521710886 | 501(C)(3) | $6,698 | GENERAL OPERATING SUPPORT | |
| THE REAL SKILLS NETWORK INC | ||||||||
| 29 N HAMILTON ST STE 113 | POUGHKEEPSIE | NY | 12601 | 261086662 | 501(C)(3) | $50,000 | GENERAL OPERATING SUPPORT | |
| THE WASSAIC PROJECT | ||||||||
| PO BOX 220 | WASSAIC | NY | 125920200 | 272691962 | 501(C)(3) | $6,000 | GENERAL OPERATING SUPPORT | |
| TOGETHER WE RISE | ||||||||
| 580 W LAMBERT RD UNIT A | BREA | CA | 92821 | 263043727 | 501(C)(3) | $8,000 | GENERAL OPERATING SUPPORT | |
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||
| 516 WEST 168TH STREET 3RD FLOOR | NEW YORK | NY | 10032 | 135598093 | 501(C)(3) | $50,000 | GENERAL OPERATING SUPPORT | |
| ULSTER COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| PO BOX 557 CLINTON 206 | STONE RIDGE | NY | 12484 | 141796265 | 501(C)(3) | $28,600 | GENERAL OPERATING SUPPORT | |
| ULSTER LITERACY ASSOCIATION | ||||||||
| 480 AARON COURT | KINGSTON | NY | 12401 | 222484450 | 501(C)(3) | $5,637 | GENERAL OPERATING SUPPORT | |
| UNITED WAY OF THE DUTCHESS-ORANGE REGION | ||||||||
| 75 MARKET STREET | POUGHKEEPSIE | NY | 126014015 | 141344805 | 501(C)(3) | $8,000 | GENERAL OPERATING SUPPORT | |
| UNITED WAY OF ULSTER COUNTY | ||||||||
| 450 ALBANY AVENUE | KINGSTON | NY | 12401 | 141409654 | 501(C)(3) | $2,250,000 | GENERAL OPERATING SUPPORT | |
| URBAN JUSTICE CENTER | ||||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | 133442022 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| VASSAR-WARNER HOME | ||||||||
| 52 S HAMILTON STREET | POUGHKEEPSIE | NY | 12601 | 237334637 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| VILLAGE HALLOWEEN PARADE INC | ||||||||
| 118 LA BERGERIE LANE | RED HOOK | NY | 125712913 | 133020055 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT | |
| WALKWAY OVER THE HUDSON | ||||||||
| 80 WASHINGTON STREET SUITE 300 | POUGHKEEPSIE | NY | 12602 | 141753502 | 501(C)(3) | $51,000 | GENERAL OPERATING SUPPORT | |
| YMCA OF KINGSTON AND ULSTER COUNTY | ||||||||
| 507 BROADWAY | KINGSTON | NY | 12401 | 141338342 | 501(C)(3) | $4,550,000 | GENERAL OPERATING SUPPORT | |
| UPSTATE FILMS LIMITED | ||||||||
| PO BOX 324 | RHINEBECK | NY | 12572 | 141546573 | 501(C)(3) | $25,000 | GENERAL OPERATING SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 124 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP AWARDS | GrantTypeTxt |
| Recipient | 194 | RecipientCnt |
| Cash Grant | $386,587 | 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 MONITORS THE TAX STATUS, GOVERNANCE, LEADERSHIP AND FINANCIAL POSITION OF GRANTEES BY REVIEWING IRS FILINGS FOR EACH GRANTEE APPLYING FOR A COMPETITIVE GRANT. STAFF REVIEWS LOCAL AND NATIONAL NONPROFIT NEWS, CHECKS GUIDESTAR, CHARITY NAVIGATOR AND THE BETTER BUSINESS BUREAU ON A PERIODIC BASIS. COMPETITIVE GRANTS AND DONOR ADVISED FUND GRANTS OVER $50,000 ARE MADE SUBJECT TO A GRANT AGREEMENT AND ARE REQUIRED TO FILE FOLLOW UP REPORTS WHICH ARE REVIEWED BY STAFF. SMALLER GRANTS RECOMMENDED FROM DONOR FUNDS AND DESIGNATED FOR GENERAL OPERATING SUPPORT DO NOT REQUIRE THE EXECUTION OF A GRANT AGREEMENT OR FOLLOW UP REPORT. FINALLY, STAFF CONDUCTS SITE VISITS TO A VARIETY OF GRANTEES AWARDED GRANTS BOTH COMPETITIVELY AND THROUGH DONOR RECOMMENDATIONS. ALL PROPOSED GRANTS ARE VETTED BY STAFF TO ENSURE THEY MEET THE CRITERIA, THE ORGANIZATION IS IN GOOD LEGAL STANDING AND THE PROPOSED GRANTS ARE FOR A CHARITABLE PURPOSE. THE SELECTION OF WHO RECEIVES ASSISTANCE DEPENDS ON THE TYPE OF FUND. ALL GRANT RECOMMENDATIONS ARE REVIEWED BY THE BOARD, OR THE EXECUTIVE COMMITTEE OF THE BOARD IF ACTING BETWEEN BOARD MEETINGS. ANY REVIEWING BOARD OR EXECUTIVE COMMITTEE MEMBER MAY REQUEST THAT A GRANT BE WITHHELD FOR FURTHER DUE DILIGENCE AND/OR BOARD APPROVAL. STAFF IS DELEGATED THE AUTHORITY TO APPROVE GRANT RECOMMENDATIONS FROM DONOR ADVISED FUNDS AND PROJECT FUND GRANTS UP TO $50,000 WITH BOARD REVIEW. STAFF IS DELEGATED THE AUTHORITY TO MAKE GRANTS, WITH REVIEW BY THE BOARD, FROM FUNDS VETTED BY A SEPARATE COMMITTEE, AGENCY FUND DISTRIBUTIONS, AND DESIGNATED FUND DISTRIBUTIONS. ALL GRANT DISTRIBUTIONS ARE RATIFIED BY THE BOARD. COMPETITIVE GRANTS FROM FIELD OF INTEREST FUNDS SUCH AS FARM FRESH FOOD AND COMMUNITY GRANTS ARE REVIEWED BY A COMMITTEE OF COMMUNITY VOLUNTEERS, GRADED AND DISCUSSED IN A MEETING BEFORE RECOMMENDATIONS ARE MADE TO THE BOARD FOR APPROVAL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCH GALLAGHER | PersonNm |
| Title | PRESIDENT & CEO (THRU 6/30/19) | TitleTxt |
| Base Compensation Filing Org | $138,900 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $2,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $2,850 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,222 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $155,472 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | MARCH GALLAGHER, PRESIDENT & CEO, RECEIVED A DISRETIONARY BONUS IN THE AMOUNT OF $2,500 INCLUDED IN HER 2018 W-2. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,134,032 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION IS COMPLETE AND ACCURATE. MANAGEMENT CONFERS WITH THE OUTSIDE ACCOUNTING FIRM IN THE PREPARATION OF THE FORM 990. WHEN THE 990 HAS BEEN PREPARED, MANAGEMENT REVIEWS IT WITH THE OUTSIDE ACCOUNTING FIRM. IT IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND SUBSEQUENTLY TO THE BOARD OF TRUSTEES FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A. THE COMMUNITY FOUNDATIONS CODE OF CONDUCT (CODE) WHICH INCLUDES OUR CONFLICT OF INTEREST POLICY APPLIES TO THE FOLLOWING MEMBERS OF THE COMMUNITY: 1) INDIVIDUALS WHO ARE PAID BY THE FOUNDATIONS WHEN THEY ARE WORKING FOR THE FOUNDATIONS, INCLUDING OFFICERS AND STAFF; 2) CONSULTANTS, VENDORS, AND CONTRACTORS WHEN THEY ARE DOING BUSINESS WITH THE FOUNDATIONS; 3) TRUSTEES; 4) ADVISORY BOARD MEMBERS; AND 5) INDIVIDUALS WHO PERFORM SERVICES FOR THE FOUNDATIONS AS VOLUNTEERS. THE CODE REFERS TO ALL THESE PERSONS COLLECTIVELY AS "MEMBERS OF THE FOUNDATIONS' COMMUNITY OR "COMMUNITY MEMBERS." B. STAFF, BOARD AND VOLUNTEERS MUST READ AND EXECUTE A CONFIRMATION AND DISCLOSURE AS A PART OF THE CONFLICT OF INTEREST POLICY EACH YEAR. A POTENTIAL CONFLICTS REVIEW IS CONDUCTED ANNUALLY FOR TRUSTEES AND STAFF AND MONITORED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY AND BY STAFF ON AN ONGOING BASIS THROUGHOUT THE YEAR WITH RESPECT TO GRANT REVIEW AND CONTRACTUAL RELATIONSHIPS. REVIEW OF CONFLICTS BY VOLUNTEERS IS MONITORED BY STAFF ON AN ONGOING BASIS THROUGH THE GRANT REVIEW PROCESS. C. ANNUAL DISCLOSURES STATEMENTS ARE FILED AND COLLECTED. THE ADVISORY BOARDS AND GRANT COMMITTEE VOLUNTEERS EXECUTE THEM ANNUALLY AT THE TIME OF GRANT REVIEWS. D. PROCEDURES FOR CONFLICTS REQUIRE THE CONFLICTED COMMUNITY MEMBER TO DISCLOSE THE CONFLICT IN WRITING, RECUSE THEMSELVES FROM DECISION MAKING ON THE MATTER, FORGO PARTICIPATION IN DISCUSSION ON THE TOPIC AND ABSTAIN FROM VOTES. CONFLICTS ARE DOCUMENTED IN MINUTES OF DECISION MAKING BOARDS AND COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE GOVERNANCE COMMITTEE SURVEYS THE BOARD OF TRUSTEES ANNUALLY TO EVALUATE THE PRESIDENT & CEO USING A SURVEY MAILED TO EACH MEMBER. ONCE COMPLETED, THE RESULTS ARE COMPILED BY THE GOVERNANCE COMMITTEE CHAIR AND CHAIR OF THE BOARD. THE GOVERNANCE COMMITTEE THEN REPORTS ITS FINDINGS TO THE BOARD OF TRUSTEES AND TO THE PRESIDENT AND CEO. IN SETTING COMPENSATION FOR THE PRESIDENT & CEO THE BOARD OF TRUSTEES DISCUSSES AND APPROVES. INFORMATION USED TO MAKE THIS RECOMMENDATION INCLUDES AMOUNT AVAILABLE IN THE APPROVED OPERATING BUDGET, EXPERIENCE OF THE PRESIDENT & CEO, AND COMPENSATION DATA FROM THE COUNCIL ON FOUNDATIONS FOR SIMILAR SIZED COMMUNITY FOUNDATIONS NATIONALLY AND REGIONALLY. LOCAL AND REGIONAL NONPROFIT COMPENSATION DATA IS ALSO TAKEN INTO ACCOUNT WHERE AVAILABLE. THE PROCEDURE USED TO RECOMMEND AND APPROVE COMPENSATION MUST BE CAPTURED IN THE MINUTES OF THE BOARD OF TRUSTEES MEETINGS. THE LAST REVIEW OF THE PRESIDENT & CEO WAS CONDUCTED IN FALL 2018. THERE WILL NOT BE A REVIEW IN 2019 AS THERE IS AN INTERIM PRESIDENT IN PLACE. COMPENSATION FOR STAFF IS DECIDED BY THE PRESIDENT & CEO BASED ON AN ANNUAL EVALUATION OF STAFF PERFORMANCE. THIS INCLUDES CONSIDERATION OF A COST OF LIVING ADJUSTMENT AND MERIT RAISE IF WARRANTED. THE GROSS AMOUNT FOR RAISES ARE APPROVED BY THE BOARD OF TRUSTEES AS A PART OF THE ANNUAL OPERATING BUDGET. COMPENSATION DATA FROM THE COUNCIL ON FOUNDATIONS AND OTHER REGIONAL DATA IS REFERENCED. ANNUAL STAFF PERFORMANCE REVIEWS WERE CONDUCTED IN AUGUST OF 2018 WITH SALARY ADJUSTMENTS MADE ON THE ONE YEAR ANNIVERSARY OF THE LAST INCREASE IN SALARY OR TITLE CHANGE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 80 WASHINGTON STREET, POUGHKEEPSIE, NY 12601 OR BY CALLING THE ORGANIZATION DIRECTLY AT (845) 452-3077. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF LIFE INSURANCE POLICIES -79,963. CHANGE IN VALUE OF CHARITABLE REMAINDER UNITRUST 69,860. PRIOR YEAR GRANT REFUNDS AND CANCELLATIONS NETTED AGAINST GRANT EXPENSE 35,183. LOSS ON DISPOSAL OF ASSET -932. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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 | 80 WASHINGTON STREET SUITE 201 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | 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 |