2019-12-04T10:05:01-06:00 2019-06-30 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2018-07-01 237026859 COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY INC COMM 8454523077 80 WASHINGTON STREET NO 201 POUGHKEEPSIE NY 12601 NEVILL SMYTHE INTERIM PRESIDENT & CEO 8454523077 2019-12-04 1 GARRETT M HIGGINS P00543209 9143818900 2019-12-03 65.51.112.58 2019-12-04 10:04:56 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9616F4B14A694591D1E716C270910E6FA5556DA3 2018 2020-04-17 16:48:07Z NEVILL SMYTHE 80 WASHINGTON STREET NO 201 POUGHKEEPSIE NY 12601 40866192 0 X WWW.COMMUNITYFOUNDATIONSHV.ORG X 1969 NY 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. 21 21 9 265 0 0 19424900 30386593 78623 81945 2049616 2675818 -45245 -55835 21507894 33088521 14332484 27337592 0 0 714994 839060 0 0 109747 852384 734584 15899862 28911236 5608032 4177285 74447465 83677901 14573514 20886513 59873951 62791388 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 27798753 27337592 81945 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. 431725 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. 88307 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. 28318785 1 1 0 1 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 32 0 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X X ROKSOLANA GERAMITA 8454523077 80 WASHINGTON STREET NO 201 POUGHKEEPSIE NY 12601 KIMBERLEY S WILLIAMS CHAIR (THRU 6/24/19) 1.00 X X 0 0 0 JEFFREY D WOOD VICE CHAIR, GRANTS 1.00 X X 0 0 0 BRENDA K SANTORO CPA VICE CHAIR, AUDIT 1.00 X X 0 0 0 STEVEN R TINKELMAN VICE CHAIR, INVESTMENTS 1.00 X X 0 0 0 ELEANOR CHARWAT VICE CHAIR, GOVERNANCE 1.00 X X 0 0 0 NATHANIEL S PRENTICE VICE CHAIR, PUTNAM 1.00 X X 0 0 0 THOMAS J MURPHY VICE CHAIR, DEVELOPMENT 1.00 X X 0 0 0 CHARLES A FRENI JR VICE CHAIR, DUTCHESS 1.00 X X 0 0 0 DARLENE L PFEIFFER VICE CHAIR, ULSTER 1.00 X X 0 0 0 WILLIAM A BRENNER CPA VICE CHAIR, FINANCE / TREASURER 1.00 X X 0 0 0 PETER KRULEWICH SECRETARY 1.00 X X 0 0 0 AZIZ AHSAN ESQ TRUSTEE 1.00 X 0 0 0 ELLEN L BAKER ESQ TRUSTEE 1.00 X 0 0 0 PETER J BRENT TRUSTEE 1.00 X 0 0 0 MARYBETH CALE TRUSTEE (THRU 6/24/19) 1.00 X 0 0 0 YU-SHIN CHEN TRUSTEE 1.00 X 0 0 0 LINDA B CLARKE TRUSTEE 1.00 X 0 0 0 MICHAEL FLEISCHER TRUSTEE (THRU 3/4/19) 1.00 X 0 0 0 KEVIN HAMILTON TRUSTEE 1.00 X 0 0 0 KENNETH KEARNEY TRUSTEE 1.00 X 0 0 0 CORA MALLORY-DAVIS TRUSTEE 1.00 X 0 0 0 MYRNA SAMETH TRUSTEE 1.00 X 0 0 0 CHARLES SIMON TRUSTEE 1.00 X 0 0 0 ARTHUR R UPRIGHT TRUSTEE 1.00 X 0 0 0 MARCH GALLAGHER PRESIDENT & CEO (THRU 6/30/19) 40.00 X 141400 0 14072 ROKSOLANA GERAMITA CFO 40.00 X 102165 0 4710 SALLY J CROSS CFRE VICE PRESIDENT, PHILANTHROPY 40.00 X 89265 0 4860 KEVIN QUILTY VICE PRESIDENT, ULSTER 40.00 X 80165 0 2740 NANCY ROSSI BROWNELL VICE PRESIDENT, PUTNAM 20.00 X 38432 0 0 451427 0 26382 2 0 1 0 0 286132 30100461 3134032 30386593 ADMINISTRATIVE FEES 561000 81945 81945 81945 2272325 2272325 8065036 7661543 403493 403493 403493 60293 286132 116128 -55835 -55835 33088521 81945 0 2619983 26951005 26951005 386587 386587 498297 338842 124574 34881 216819 147437 54205 15177 4017 2732 1004 281 65860 44785 16465 4610 54067 36765 13517 3785 10749 10749 34000 34000 4550 4550 65733 65733 15574 15574 98492 60984 37508 62430 31473 27945 3012 45685 30425 12132 3128 53241 36210 13308 3723 8550 5294 3256 18902 2405 16497 5517 3752 1379 386 4794 4794 PROGRAM EXPENSES 306367 306367 28911236 28318785 482704 109747 305869 335879 10087190 17140793 1738861 750000 100486 105901 32977 67373 56026 45063 11416 10963 61529971 64605774 640695 661218 74447465 83677901 27068 57042 5401324 11333105 59342 58218 9085780 9438148 14573514 20886513 X 57494395 61410796 2379556 1380592 59873951 62791388 74447465 83677901 X 4177285 -1283996 24148 X X 0 1 X 1 0 X 7642241 3524562 4857292 19424900 30386593 65835588 7642241 3524562 4857292 19424900 30386593 65835588 37885276 27950312 1373727 1768118 1680772 1968431 2272325 9063373 74898961 349315 0.37320 0.50680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 4550 4550 0 PART II-B, LINE 1: VAN SCOYOC ASSOCIATES, INC. $4,550 CFHV PARTNERS WITH OTHER COMMUNITY FOUNDATIONS TO RAISE AWARENESS ABOUT THE ACTIVITIES AND VALUE OF COMMUNITY FOUNDATIONS NATIONALLY. 138 26596746 23751994 23033018 1 1 0 1 X 41899404 1130735 1026903 1425756 474410 42156876 38606214 2127661 2778718 1145321 467868 41899404 33307705 2281914 4848663 1396770 435298 38606214 30029070 956495 -246257 1131858 421306 29186144 25760346 5535662 514144 1032750 421828 30355574 0.98610 0.01390 0 0 56026 45063 10963 10963 X 31958043 -1283996 163416 55835 -1064745 33022788 65733 65733 33088521 29030503 163416 56767 220183 28810320 65733 35183 100916 28911236 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. GARDEN PARTY 184222 150795 33427 19801 14875 1190 18878 RODRIGUEZ FOUNDATION EVENT 84665 60965 23700 29400 3 77538 74372 3166 31984 346425 286132 60293 19801 44275 1190 50862 116128 -55835 1 ADIRONDACK FOUNDATION PO BOX 288 LAKE PLACID NY 12946 161535724 501(C)(3) 48261 GENERAL OPERATING SUPPORT AKINDALE REHABILITATION & LAND CONSERVATION FUND 323 QUAKER HILL ROAD PAWLING NY 12564 201822473 501(C)(3) 31337 GENERAL OPERATING SUPPORT AMERICAN CANCER SOCIETY - HUDSON VALLEY REGION 121 EXECUTIVE DRIVE NEW WINDSOR NY 12553 131788491 501(C)(3) 12130 GENERAL OPERATING SUPPORT AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 136213516 501(C)(3) 7600 GENERAL OPERATING SUPPORT AMERICAN CONSERVATIVE UNION FOUNDATION 201 N UNION ST SUITE 370 ALEXANDRIA VA 223142650 521294680 501(C)(3) 6698 GENERAL OPERATING SUPPORT AMERICAN JEWISH WORLD SERVICE INC 45 W 36TH STREET 11TH FL NEW YORK NY 10018 222584370 501(C)(3) 9180 GENERAL OPERATING SUPPORT AMERICAN RED CROSS OF THE MID-HUDSON VALLEY 4 JEFFERSON STREET SUITE 302 POUGHKEEPSIE NY 12601 530196605 501(C)(3) 10897 GENERAL OPERATING SUPPORT ANIMAL RESCUE FOUNDATION INC PO BOX 1129 BEACON NY 12508 141730869 501(C)(3) 6016 GENERAL OPERATING SUPPORT BARDAVON 1869 OPERA HOUSE INC 35 MARKET STREET POUGHKEEPSIE NY 12601 141585490 501(C)(3) 209802 GENERAL OPERATING SUPPORT BERKSHIRE TACONIC COMMUNITY FOUNDATION 800 NORTH MAIN STREET PO BOX 400 SHEFFIELD MA 012570400 061254469 501(C)(3) 15000 GENERAL OPERATING SUPPORT BOY SCOUTS OF AMERICA - HUDSON VALLEY COUNCIL 6 JEANNE DRIVE NEWBURGH NY 12550 141338385 501(C)(3) 66954 GENERAL OPERATING SUPPORT BOYS AND GIRLS CLUB OF NEWBURGH 285 LIBERTY STREET NEWBURGH NY 12550 141506144 501(C)(3) 12500 GENERAL OPERATING SUPPORT CANCER SUPPORT TEAM INC 2900 WESTCHESTER AVENUE SUITE 103 PURCHASE NY 10577 132938964 501(C)(3) 6000 GENERAL OPERATING SUPPORT CARY INSTITUTE OF ECOSYSTEM STUDIES 2801 SHARON TURNPIKE PO BOX AB MILLBROOK NY 12545 223232968 501(C)(3) 7250 GENERAL OPERATING SUPPORT CENTER FOR GOVERNMENTAL RESEARCH 1 SOUTH WASHINGTON STREET SUITE 400 400 ROCHESTER NY 146141135 160754774 501(C)(3) 12200 GENERAL OPERATING SUPPORT CHILDREN'S HOME OF POUGHKEEPSIE 10 CHILDRENS WAY POUGHKEEPSIE NY 126011437 141364662 501(C)(3) 21789 GENERAL OPERATING SUPPORT CHRIST EPISCOPAL CHURCH 20 CARROLL STREET POUGHKEEPSIE NY 12601 141416683 501(C)(3) 9750 GENERAL OPERATING SUPPORT CITY OF KINGSTON 420 BROADWAY KINGSTON NY 12401 146002267 CITY OF KINGSTON 461715 GENERAL OPERATING SUPPORT CLINTON COMMUNITY LIBRARY 1215 CENTRE ROAD RHINEBECK NY 12572 141699640 501(C)(3) 25000 GENERAL OPERATING SUPPORT COMMON GROUND FARM PO BOX 148 BEACON NY 12508 010574675 501(C)(3) 31185 GENERAL OPERATING SUPPORT COMMUNITY ACTION PARTNERSHIP FOR DUTCHESS COUNTY INC 77 CANNON STREET POUGHKEEPSIE NY 12601 141611857 501(C)(3) 84184 GENERAL OPERATING SUPPORT COMMUNITY FAMILY DEVELOPMENT 269 MILL STREET POUGHKEEPSIE NY 12601 141779480 501(C)(3) 8000 GENERAL OPERATING SUPPORT COMMUNITY HOUSING INNOVATIONS INC 75 S BROADWAY SUITE 340 WHITE PLAINS NY 10601 133627750 501(C)(3) 20000 GENERAL OPERATING SUPPORT CORNELL COOPERATIVE EXTENSION DUTCHESS COUNTY 2715 RT 44 SUITE 1 MILLBROOK NY 125455510 146036882 501(C)(3) 18855 GENERAL OPERATING SUPPORT CORNERSTONE FAMILY HEALTHCARE 147 LAKE STREET NEWBURGH NY 12550 061036715 501(C)(3) 45000 GENERAL OPERATING SUPPORT COUNCIL ON ADDICTION PREVENTION AND EDUCATION OF DUTCHESS COUNTY 807 ROUTE 52 ROOM 28 FISHKILL NY 12524 222804639 501(C)(3) 11000 GENERAL OPERATING SUPPORT COUNTY OF ULSTER 244 FAIR STREET PO BOX 1800 KINGSTON NY 12402 146002575 COUNTY OF ULSTER 4100000 GENERAL OPERATING SUPPORT DUTCHESS COMMUNITY COLLEGE 53 PENDELL ROAD POUGHKEEPSIE NY 12601 146012314 501(C)(3) 12000 GENERAL OPERATING SUPPORT DUTCHESS COMMUNITY COLLEGE FOUNDATION INC 53 PENDELL ROAD POUGHKEEPSIE NY 126011512 222484101 501(C)(3) 10000 GENERAL OPERATING SUPPORT DUTCHESS COUNTY ART ASSOCIATION INC 55 NOXON STREET POUGHKEEPSIE NY 12601 146027959 501(C)(3) 23200 GENERAL OPERATING SUPPORT DUTCHESS COUNTY HISTORICAL SOCIETY PO BOX 88 POUGHKEEPSIE NY 126020088 141505142 501(C)(3) 14897 GENERAL OPERATING SUPPORT DUTCHESS COUNTY SPCA 636 VIOLET AVENUE HYDE PARK NY 12538 141340058 501(C)(3) 27951 GENERAL OPERATING SUPPORT DUTCHESS OUTREACH INC 29 N HAMILTON ST STE 223 POUGHKEEPSIE NY 126012541 222339537 501(C)(3) 36664 GENERAL OPERATING SUPPORT EAST FISHKILL COMMUNITY LIBRARY 348 ROUTE 376 HOPEWELL JUNCTION NY 12533 141495851 501(C)(3) 6500 GENERAL OPERATING SUPPORT ELEANOR ROOSEVELT CENTER AT VAL-KILL 106 VALKILL PARK ROAD PO BOX 255 HYDE PARK NY 12538 141590637 501(C)(3) 6725 GENERAL OPERATING SUPPORT FALL KILL CREATIVE ARTS WORKS 485 MAIN STREET POUGHKEEPSIE NY 12601 452487236 501(C)(3) 5079 GENERAL OPERATING SUPPORT FAMILY OF WOODSTOCK INC 39 JOHN STREET PO BOX 3516 KINGSTON NY 12402 141537663 501(C)(3) 298784 GENERAL OPERATING SUPPORT FAMILY SERVICES INC 29 N HAMILTON STREET 109 POUGHKEEPSIE NY 12601 141338399 501(C)(3) 31750 GENERAL OPERATING SUPPORT FOOD BANK OF THE HUDSON VALLEY 195 HUDSON STREET CORNWALLONHUDSON NY 125201619 222470885 501(C)(3) 108239 GENERAL OPERATING SUPPORT FOUNDATION FOR VASSAR BROTHERS MEDICAL CENTER 45 READE PLACE POUGHKEEPSIE NY 12601 141736429 501(C)(3) 64424 GENERAL OPERATING SUPPORT FRANCISCAN FRIARS OF THE ATONEMENT - GRAYMOOR 1350 ROUTE 9 PO BOX 300 GARRISON NY 105240301 141344809 501(C)(3) 11147 GENERAL OPERATING SUPPORT FRANKLIN PIERCE UNIVERSITY 40 UNIVERSITY DRIVE RINDGE NH 034610060 020263136 501(C)(3) 12000 GENERAL OPERATING SUPPORT FRIENDS OF SENIORS OF DUTCHESS COUNTY INC 9 VASSAR STREET SUITE 24 POUGHKEEPSIE NY 126013022 201714419 501(C)(3) 24100 GENERAL OPERATING SUPPORT GRACE SMITH HOUSE 1 BROOKSIDE AVENUE POUGHKEEPSIE NY 12601 141626657 501(C)(3) 11823 GENERAL OPERATING SUPPORT HABITAT FOR HUMANITY OF DUTCHESS COUNTY 45 CATHARINE STREET POUGHKEEPSIE NY 12601 141767037 501(C)(3) 5750 GENERAL OPERATING SUPPORT HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC PO BOX 745 NEW YORK NY 101010745 237312335 501(C)(3) 18763 GENERAL OPERATING SUPPORT HARRIET TUBMAN ACADEMIC SKILLS AND ENRICHMENT PROGRAM 21 WILLIAMS STREET POUGHKEEPSIE NY 12601 141792116 501(C)(3) 13500 GENERAL OPERATING SUPPORT HAWTHORNE VALLEY ASSOCIATION INC 327 COUNTY ROUTE 21C GHENT NY 12075 132722428 501(C)(3) 27400 GENERAL OPERATING SUPPORT HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 381374230 501(C)(3) 6698 GENERAL OPERATING SUPPORT HILLSIDE FOOD OUTREACH 39 OLD RIDGEBURY ROAD SUITE 16 DANBURY CT 06810 010712431 501(C)(3) 20000 GENERAL OPERATING SUPPORT HOWLAND CHAMBER MUSIC CIRCLE PO BOX 224 CHELSEA NY 125120224 141812997 501(C)(3) 15100 GENERAL OPERATING SUPPORT HUDSON RIVER HOUSING INC 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 501(C)(3) 13200 GENERAL OPERATING SUPPORT HUDSON VALLEY CURRENT PO BOX 444 ACCORD NY 12404 464836595 501(C)(3) 750000 GENERAL OPERATING SUPPORT HUDSON VALLEY SEED PO BOX 223 BEACON NY 12508 463267308 501(C)(3) 23600 GENERAL OPERATING SUPPORT JAZZ POWER INITIATIVE 5030 BROADWAY SUITE 657 NEW YORK NY 10034 061722131 501(C)(3) 6000 GENERAL OPERATING SUPPORT JEWISH FEDERATION OF DUTCHESS COUNTY INC PO BOX 2525 POUGHKEEPSIE NY 126032525 141751875 501(C)(3) 23079 GENERAL OPERATING SUPPORT JEWISH FEDERATION OF ULSTER COUNTY 1 ALBANY AVENUE SUITE G10 KINGSTON NY 12401 141374486 501(C)(3) 5180 GENERAL OPERATING SUPPORT KIAWAH CONSERVANCY 80 KESTREL COURT KIAWAH ISLAND SC 29455 582359979 501(C)(3) 50000 GENERAL OPERATING SUPPORT KINGSTON CITY LAND BANK 420 BROADWAY KINGSTON NY 12401 850542587 CITY OF KINGSTON 1048221 GENERAL OPERATING SUPPORT KINGSTON HIGH SCHOOL 403 BROADWAY KINGSTON NY 12401 146012395 501(C)(3) 6066 GENERAL OPERATING SUPPORT KINGSTON YMCA FARM PROJECT 507 BROADWAY KINGSTON NY 12401 141338342 501(C)(3) 14298 GENERAL OPERATING SUPPORT LEGAL SERVICES OF THE HUDSON VALLEY 90 MAPLE AVENUE WHITE PLAINS NY 10601 136265606 501(C)(3) 11750 GENERAL OPERATING SUPPORT LOMONTVILLE FIRE DEPARTMENT INC 2394 HURLEY MOUNTAIN RD KINGSTON NY 12401 203121415 501(C)(4) 15000 GENERAL OPERATING SUPPORT LUCKY ORPHANS HORSE RESCUE INC 2699 NY-22 DOVER PLAINS NY 12522 262729197 501(C)(3) 7000 GENERAL OPERATING SUPPORT MARIST COLLEGE 3399 NORTH ROAD POUGHKEEPSIE NY 12601 141442493 501(C)(3) 103375 GENERAL OPERATING SUPPORT MEDIATION CENTER OF DUTCHESS COUNTY INC 205 SOUTH AVENUE STE 200 POUGHKEEPSIE NY 12601 141762932 501(C)(3) 10000 GENERAL OPERATING SUPPORT MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10021 131924236 501(C)(3) 6698 GENERAL OPERATING SUPPORT MID-HUDSON CHILDREN'S MUSEUM 75 NORTH WATER STREET POUGHKEEPSIE NY 12601 223021355 501(C)(3) 5600 GENERAL OPERATING SUPPORT MID-HUDSON CIVIC CENTER 14 CIVIC CENTER PLAZA POUGHKEEPSIE NY 126013118 510151858 501(C)(3) 81744 GENERAL OPERATING SUPPORT MILES OF HOPE BREAST CANCER FOUNDATION PO BOX 405 LAGRANGEVILLE NY 12540 134281796 501(C)(3) 14919 GENERAL OPERATING SUPPORT MOHONK PRESERVE INC PO BOX 715 NEW PALTZ NY 125610715 141609484 501(C)(3) 27300 GENERAL OPERATING SUPPORT NEW YORK COMMUNITY TRUST 909 THIRD AVENUE 22ND FLOOR NEW YORK NY 10022 133062214 501(C)(3) 145000 GENERAL OPERATING SUPPORT NEWARK BETH ISRAEL MEDICAL CENTER 201 LYONS AVE NEWARK NJ 07112 223452311 501(C)(3) 6000 GENERAL OPERATING SUPPORT NORTH EAST COMMUNITY CENTER 51 SOUTH CENTER STREET PO BOX 35 MILLERTON NY 12546 141736237 501(C)(3) 31825 GENERAL OPERATING SUPPORT NUBIAN DIRECTIONS II INC 248 MAIN STREET POUGHKEEPSIE NY 12601 141777760 501(C)(3) 12000 GENERAL OPERATING SUPPORT O POSITIVE FESTIVALS INC PO BOX 3083 KINGSTON NY 124023083 900882142 501(C)(3) 26951 GENERAL OPERATING SUPPORT ORVILLE A TODD MIDDLE SCHOOL 11 CROFT ROAD POUGHKEEPSIE NY 12603 146001846 501(C)(3) 5886 GENERAL OPERATING SUPPORT PHILLIES BRIDGE FARM PROJECT INC 45 PHILLIES BRIDGE ROAD NEW PALTZ NY 12561 141816094 501(C)(3) 16478 GENERAL OPERATING SUPPORT PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY INC 178 CHURCH STREET POUGHKEEPSIE NY 12601 141344810 501(C)(3) 59700 GENERAL OPERATING SUPPORT PLEASANT VALLEY FREE LIBRARY 1584 MAIN STREET PLEASANT VALLEY NY 12569 141496653 501(C)(3) 252600 GENERAL OPERATING SUPPORT POUGHKEEPSIE FARM PROJECT PO BOX 3143 POUGHKEEPSIE NY 126033143 141813679 501(C)(3) 30400 GENERAL OPERATING SUPPORT POUGHKEEPSIE HIGH SCHOOL 70 FORBUS STREET POUGHKEEPSIE NY 12601 146004158 501(C)(3) 5490 GENERAL OPERATING SUPPORT PREMIER CARES FOUNDATION PO BOX 93 PLEASANT VALLEY NY 12569 450990732 501(C)(3) 6177 GENERAL OPERATING SUPPORT PRIMROSE HILL SCHOOL 23 SPRING BROOK PARK RHINEBECK NY 12572 471840473 501(C)(3) 57250 GENERAL OPERATING SUPPORT PUTNAM COMMUNITY ACTION PARTNERSHIP 121 MAIN STREET BREWSTER NY 10509 132547122 501(C)(3) 14500 GENERAL OPERATING SUPPORT RADIO KINGSTON CORPORATION 535 FIFTH AVENUE 33 FLOOR NEW YORK NY 10017 821753945 501(C)(3) 7960000 GENERAL OPERATING SUPPORT RDC LOAVES AND FISHES INC 7 MARKET STREET PO BOX 665 DOVER PLAINS NY 12522 273477999 501(C)(3) 15000 GENERAL OPERATING SUPPORT REACH OUT ARTS 60 EDDY ROAD VERBANK NY 12585 200711890 501(C)(3) 50000 GENERAL OPERATING SUPPORT RISE UP KINGSTON 40 ABRUYN STREET KINGSTON NY 12401 824823109 501(C)(3) 600000 GENERAL OPERATING SUPPORT RONDOUT VALLEY HIGH SCHOOL 122 KYSERIKE ROAD PO BOX 9 ACCORD NY 12404 146011242 501(C)(3) 5910 GENERAL OPERATING SUPPORT RURAL & MIGRANT MINISTRY INC PO BOX 4757 POUGHKEEPSIE NY 126024757 222527596 501(C)(3) 5624 GENERAL OPERATING SUPPORT RVHHC INC PO BOX 725 STONE RIDGE NY 12484 455172061 501(C)(3) 200000 GENERAL OPERATING SUPPORT RYAN MCELROY CHILDREN'S CANCER FOUNDATION 450 GARDNER HOLLOW ROAD POUGHQUAG NY 12570 141810853 501(C)(3) 6665 GENERAL OPERATING SUPPORT SALVATION ARMY - POUGHKEEPSIE CORPS 19 PERSHING AVENUE POUGHKEEPSIE NY 12601 135562351 501(C)(3) 6948 GENERAL OPERATING SUPPORT SCHOOL EMPOWERMENT NETWORK 420 ATLANTIC AVENUE BROOKLYN NY 11217 474058445 501(C)(3) 93121 GENERAL OPERATING SUPPORT SECOND CHANCE FOODS PO BOX 93 CARMEL NY 10512 810996695 501(C)(3) 14000 GENERAL OPERATING SUPPORT SPARROW'S NEST OF THE HUDSON VALLEY 942 ROUTE 376 SUITE 217 WAPPINGERS FALLS NY 12590 462573747 501(C)(3) 6000 GENERAL OPERATING SUPPORT ST MARY'S CHURCH 1209 ROUTE 9W MARLBORO NY 12542 812388915 501(C)(3) 20000 GENERAL OPERATING SUPPORT ST MARY'S-ST JOSEPH'S PARISH 231 CHURCH STREET POUGHKEEPSIE NY 12601 141340116 501(C)(3) 14079 GENERAL OPERATING SUPPORT ST THOMAS EPISCOPAL CHURCH 40 LEEDSVILLE ROAD AMENIA NY 12501 141496937 501(C)(3) 10000 GENERAL OPERATING SUPPORT STANFORD FREE LIBRARY 14 CREAMERY ROAD STANFORDVILLE NY 12581 141492555 501(C)(3) 19485 GENERAL OPERATING SUPPORT STOCKADE WORKS PO BOX 3999 KINGSTON NY 12402 813059800 501(C)(3) 250000 GENERAL OPERATING SUPPORT STONE RIDGE LIBRARY FOUNDATION INC 3700 MAIN STREET PO BOX 188 STONE RIDGE NY 12484 300376256 501(C)(3) 20000 GENERAL OPERATING SUPPORT SUPPORT CONNECTION INC 40 TRIANGLE CENTER SUITE 100 YORKTOWN HEIGHTS NY 10598 133900612 501(C)(3) 18000 GENERAL OPERATING SUPPORT TEMPLE BETH-EL 118 GRAND AVENUE POUGHKEEPSIE NY 12603 141467426 501(C)(3) 30785 GENERAL OPERATING SUPPORT THE ART EFFECT 45 PERSHING AVENUE POUGHKEEPSIE NY 12601 222538177 501(C)(3) 54850 GENERAL OPERATING SUPPORT THE CENTER FOR PERFORMING ARTS AT RHINEBECK 661 ROUTE 308 RHINEBECK NY 125720148 223051271 501(C)(3) 159223 GENERAL OPERATING SUPPORT THE CENTER FOR THE PREVENTION OF CHILD ABUSE 35 VAN WAGNER ROAD POUGHKEEPSIE NY 12603 141584091 501(C)(3) 20320 GENERAL OPERATING SUPPORT THE GOOD WORK INSTITUTE 65 ST JAMES STREET KINGSTON NY 12401 473091614 501(C)(3) 851000 GENERAL OPERATING SUPPORT THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 237327730 501(C)(3) 6698 GENERAL OPERATING SUPPORT THE NRA FOUNDATION INC 11250 WAPLES MILL RD FAIRFAX VA 22030 521710886 501(C)(3) 6698 GENERAL OPERATING SUPPORT THE REAL SKILLS NETWORK INC 29 N HAMILTON ST STE 113 POUGHKEEPSIE NY 12601 261086662 501(C)(3) 50000 GENERAL OPERATING SUPPORT THE WASSAIC PROJECT PO BOX 220 WASSAIC NY 125920200 272691962 501(C)(3) 6000 GENERAL OPERATING SUPPORT TOGETHER WE RISE 580 W LAMBERT RD UNIT A BREA CA 92821 263043727 501(C)(3) 8000 GENERAL OPERATING SUPPORT TRUSTEES OF COLUMBIA UNIVERSITY 516 WEST 168TH STREET 3RD FLOOR NEW YORK NY 10032 135598093 501(C)(3) 50000 GENERAL OPERATING SUPPORT ULSTER COMMUNITY COLLEGE FOUNDATION INC PO BOX 557 CLINTON 206 STONE RIDGE NY 12484 141796265 501(C)(3) 28600 GENERAL OPERATING SUPPORT ULSTER LITERACY ASSOCIATION 480 AARON COURT KINGSTON NY 12401 222484450 501(C)(3) 5637 GENERAL OPERATING SUPPORT UNITED WAY OF THE DUTCHESS-ORANGE REGION 75 MARKET STREET POUGHKEEPSIE NY 126014015 141344805 501(C)(3) 8000 GENERAL OPERATING SUPPORT UNITED WAY OF ULSTER COUNTY 450 ALBANY AVENUE KINGSTON NY 12401 141409654 501(C)(3) 2250000 GENERAL OPERATING SUPPORT URBAN JUSTICE CENTER 40 RECTOR STREET 9TH FLOOR NEW YORK NY 10006 133442022 501(C)(3) 10000 GENERAL OPERATING SUPPORT VASSAR-WARNER HOME 52 S HAMILTON STREET POUGHKEEPSIE NY 12601 237334637 501(C)(3) 10000 GENERAL OPERATING SUPPORT VILLAGE HALLOWEEN PARADE INC 118 LA BERGERIE LANE RED HOOK NY 125712913 133020055 501(C)(3) 10000 GENERAL OPERATING SUPPORT WALKWAY OVER THE HUDSON 80 WASHINGTON STREET SUITE 300 POUGHKEEPSIE NY 12602 141753502 501(C)(3) 51000 GENERAL OPERATING SUPPORT YMCA OF KINGSTON AND ULSTER COUNTY 507 BROADWAY KINGSTON NY 12401 141338342 501(C)(3) 4550000 GENERAL OPERATING SUPPORT UPSTATE FILMS LIMITED PO BOX 324 RHINEBECK NY 12572 141546573 501(C)(3) 25000 GENERAL OPERATING SUPPORT 124 1 SCHOLARSHIP AWARDS 194 386587 PART I, LINE 2: GRANTS ARE MONITORED IN A NUMBER OF WAYS. STAFF MONITORS THE TAX STATUS, GOVERNANCE, LEADERSHIP AND FINANCIAL POSITION OF GRANTEES BY REVIEWING IRS FILINGS FOR EACH GRANTEE APPLYING FOR A COMPETITIVE GRANT. STAFF REVIEWS LOCAL AND NATIONAL NONPROFIT NEWS, CHECKS GUIDESTAR, CHARITY NAVIGATOR AND THE BETTER BUSINESS BUREAU ON A PERIODIC BASIS. COMPETITIVE GRANTS AND DONOR ADVISED FUND GRANTS OVER $50,000 ARE MADE SUBJECT TO A GRANT AGREEMENT AND ARE REQUIRED TO FILE FOLLOW UP REPORTS WHICH ARE REVIEWED BY STAFF. SMALLER GRANTS RECOMMENDED FROM DONOR FUNDS AND DESIGNATED FOR GENERAL OPERATING SUPPORT DO NOT REQUIRE THE EXECUTION OF A GRANT AGREEMENT OR FOLLOW UP REPORT. FINALLY, STAFF CONDUCTS SITE VISITS TO A VARIETY OF GRANTEES AWARDED GRANTS BOTH COMPETITIVELY AND THROUGH DONOR RECOMMENDATIONS. ALL PROPOSED GRANTS ARE VETTED BY STAFF TO ENSURE THEY MEET THE CRITERIA, THE ORGANIZATION IS IN GOOD LEGAL STANDING AND THE PROPOSED GRANTS ARE FOR A CHARITABLE PURPOSE. THE SELECTION OF WHO RECEIVES ASSISTANCE DEPENDS ON THE TYPE OF FUND. ALL GRANT RECOMMENDATIONS ARE REVIEWED BY THE BOARD, OR THE EXECUTIVE COMMITTEE OF THE BOARD IF ACTING BETWEEN BOARD MEETINGS. ANY REVIEWING BOARD OR EXECUTIVE COMMITTEE MEMBER MAY REQUEST THAT A GRANT BE WITHHELD FOR FURTHER DUE DILIGENCE AND/OR BOARD APPROVAL. STAFF IS DELEGATED THE AUTHORITY TO APPROVE GRANT RECOMMENDATIONS FROM DONOR ADVISED FUNDS AND PROJECT FUND GRANTS UP TO $50,000 WITH BOARD REVIEW. STAFF IS DELEGATED THE AUTHORITY TO MAKE GRANTS, WITH REVIEW BY THE BOARD, FROM FUNDS VETTED BY A SEPARATE COMMITTEE, AGENCY FUND DISTRIBUTIONS, AND DESIGNATED FUND DISTRIBUTIONS. ALL GRANT DISTRIBUTIONS ARE RATIFIED BY THE BOARD. COMPETITIVE GRANTS FROM FIELD OF INTEREST FUNDS SUCH AS FARM FRESH FOOD AND COMMUNITY GRANTS ARE REVIEWED BY A COMMITTEE OF COMMUNITY VOLUNTEERS, GRADED AND DISCUSSED IN A MEETING BEFORE RECOMMENDATIONS ARE MADE TO THE BOARD FOR APPROVAL. X X X X 0 0 0 0 0 0 0 1 0 MARCH GALLAGHER PRESIDENT & CEO (THRU 6/30/19) 138900 0 2500 0 0 0 2850 0 11222 0 155472 0 0 0 PART I, LINE 7 MARCH GALLAGHER, PRESIDENT & CEO, RECEIVED A DISRETIONARY BONUS IN THE AMOUNT OF $2,500 INCLUDED IN HER 2018 W-2. X 35 3134032 AVG. SELLING PRICE 1 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION IS COMPLETE AND ACCURATE. MANAGEMENT CONFERS WITH THE OUTSIDE ACCOUNTING FIRM IN THE PREPARATION OF THE FORM 990. WHEN THE 990 HAS BEEN PREPARED, MANAGEMENT REVIEWS IT WITH THE OUTSIDE ACCOUNTING FIRM. IT IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND SUBSEQUENTLY TO THE BOARD OF TRUSTEES FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A. THE COMMUNITY FOUNDATIONS CODE OF CONDUCT (CODE) WHICH INCLUDES OUR CONFLICT OF INTEREST POLICY APPLIES TO THE FOLLOWING MEMBERS OF THE COMMUNITY: 1) INDIVIDUALS WHO ARE PAID BY THE FOUNDATIONS WHEN THEY ARE WORKING FOR THE FOUNDATIONS, INCLUDING OFFICERS AND STAFF; 2) CONSULTANTS, VENDORS, AND CONTRACTORS WHEN THEY ARE DOING BUSINESS WITH THE FOUNDATIONS; 3) TRUSTEES; 4) ADVISORY BOARD MEMBERS; AND 5) INDIVIDUALS WHO PERFORM SERVICES FOR THE FOUNDATIONS AS VOLUNTEERS. THE CODE REFERS TO ALL THESE PERSONS COLLECTIVELY AS "MEMBERS OF THE FOUNDATIONS' COMMUNITY OR "COMMUNITY MEMBERS." B. STAFF, BOARD AND VOLUNTEERS MUST READ AND EXECUTE A CONFIRMATION AND DISCLOSURE AS A PART OF THE CONFLICT OF INTEREST POLICY EACH YEAR. A POTENTIAL CONFLICTS REVIEW IS CONDUCTED ANNUALLY FOR TRUSTEES AND STAFF AND MONITORED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY AND BY STAFF ON AN ONGOING BASIS THROUGHOUT THE YEAR WITH RESPECT TO GRANT REVIEW AND CONTRACTUAL RELATIONSHIPS. REVIEW OF CONFLICTS BY VOLUNTEERS IS MONITORED BY STAFF ON AN ONGOING BASIS THROUGH THE GRANT REVIEW PROCESS. C. ANNUAL DISCLOSURES STATEMENTS ARE FILED AND COLLECTED. THE ADVISORY BOARDS AND GRANT COMMITTEE VOLUNTEERS EXECUTE THEM ANNUALLY AT THE TIME OF GRANT REVIEWS. D. PROCEDURES FOR CONFLICTS REQUIRE THE CONFLICTED COMMUNITY MEMBER TO DISCLOSE THE CONFLICT IN WRITING, RECUSE THEMSELVES FROM DECISION MAKING ON THE MATTER, FORGO PARTICIPATION IN DISCUSSION ON THE TOPIC AND ABSTAIN FROM VOTES. CONFLICTS ARE DOCUMENTED IN MINUTES OF DECISION MAKING BOARDS AND COMMITTEES. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE COMMITTEE SURVEYS THE BOARD OF TRUSTEES ANNUALLY TO EVALUATE THE PRESIDENT & CEO USING A SURVEY MAILED TO EACH MEMBER. ONCE COMPLETED, THE RESULTS ARE COMPILED BY THE GOVERNANCE COMMITTEE CHAIR AND CHAIR OF THE BOARD. THE GOVERNANCE COMMITTEE THEN REPORTS ITS FINDINGS TO THE BOARD OF TRUSTEES AND TO THE PRESIDENT AND CEO. IN SETTING COMPENSATION FOR THE PRESIDENT & CEO THE BOARD OF TRUSTEES DISCUSSES AND APPROVES. INFORMATION USED TO MAKE THIS RECOMMENDATION INCLUDES AMOUNT AVAILABLE IN THE APPROVED OPERATING BUDGET, EXPERIENCE OF THE PRESIDENT & CEO, AND COMPENSATION DATA FROM THE COUNCIL ON FOUNDATIONS FOR SIMILAR SIZED COMMUNITY FOUNDATIONS NATIONALLY AND REGIONALLY. LOCAL AND REGIONAL NONPROFIT COMPENSATION DATA IS ALSO TAKEN INTO ACCOUNT WHERE AVAILABLE. THE PROCEDURE USED TO RECOMMEND AND APPROVE COMPENSATION MUST BE CAPTURED IN THE MINUTES OF THE BOARD OF TRUSTEES MEETINGS. THE LAST REVIEW OF THE PRESIDENT & CEO WAS CONDUCTED IN FALL 2018. THERE WILL NOT BE A REVIEW IN 2019 AS THERE IS AN INTERIM PRESIDENT IN PLACE. COMPENSATION FOR STAFF IS DECIDED BY THE PRESIDENT & CEO BASED ON AN ANNUAL EVALUATION OF STAFF PERFORMANCE. THIS INCLUDES CONSIDERATION OF A COST OF LIVING ADJUSTMENT AND MERIT RAISE IF WARRANTED. THE GROSS AMOUNT FOR RAISES ARE APPROVED BY THE BOARD OF TRUSTEES AS A PART OF THE ANNUAL OPERATING BUDGET. COMPENSATION DATA FROM THE COUNCIL ON FOUNDATIONS AND OTHER REGIONAL DATA IS REFERENCED. ANNUAL STAFF PERFORMANCE REVIEWS WERE CONDUCTED IN AUGUST OF 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. COMMUNITY FOUNDATIONS REAL ESTATE LLC 80 WASHINGTON STREET SUITE 201 POUGHKEEPSIE NY 12601 472901304 REAL ESTATE NY 0 0 COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY INC FOUNDATION FOR COMMUNITY HEALTH INC 478 CORNWALL BRIDGE ROAD SHARON CT 06069 200057897 GRANTMAKING CT 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0