2017-11-20T15:37:58-06:00 2017-06-30 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2016-07-01 237026859 COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY INC COMM 8454523077 80 WASHINGTON STREET NO 201 POUGHKEEPSIE NY 12601 MARCH GALLAGHER PRESIDENT & CEO 8454523077 2017-11-17 1 GARRETT M HIGGINS P00543209 9143818900 2017-11-17 65.51.112.58 2017-11-17 12:03:33 ES P C63E204139530C7A73D948D9DBE25A8631A7AD1B C63E204139530C7A73D948D9DBE25A8631A7AD1B 2016 2017-02-10 21:41:12Z MARCH GALLAGHER 80 WASHINGTON STREET NO 201 POUGHKEEPSIE NY 12601 15562463 0 X WWW.COMMUNITYFOUNDATIONSHV.ORG X 1969 NY THE ORGANIZATION'S MOST SIGNIFICANT ACTIVITIES FOR THE 2017 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. 24 24 8 234 0 0 3524562 4857292 61302 70345 1724704 2575024 -15320 -17073 5295248 7485588 2860087 2704431 0 0 582093 636713 0 0 218453 687431 718839 4129611 4059983 1165637 3425605 53671530 61628582 8005914 8883586 45665616 52744996 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 3121735 2704431 70345 GRANTMAKING: ADMINISTRATION OF CHARITABLE FUNDS TO MEET COMMUNITY NEEDS BY MAKING GRANTS TO NONPROFITS FOR CHARITABLE PURPOSES. DURING 2017, $3.1 MILLION WAS GRANTED WITH APPROXIMATELY 47% OF GRANTS MADE WERE FOR THE PURPOSE OF HEALTH AND HUMAN SERVICE RELATED ACTIVITIES, 21% FOR EDUCATIONAL PURPOSES, 16% FOR ARTS AND CULTURE, AND THE REMAINING GRANTS A MIX OF COMMUNITY IMPROVEMENT, ANIMAL WELFARE, FAITH BASED ORGANIZATION'S CHARITABLE ACTIVITIES. 390668 DONOR RELATIONS: WORKING WITH DONORS TO CONNECT THEM TO THE CAUSES THEY CARE ABOUT MOST. 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. 79909 NONPROFIT TECHNICAL ASSISTANCE: PROVIDING SEMINARS AND INFORMATION ON A WIDE RANGE OF TOPICS ABOUT MANAGING NONPROFITS INCLUDING BOARD GOVERNANCE, FINANCIAL MANAGEMENT, COMPLIANCE, USING DATA TO IMPROVE PROGRAMS AND FUNDRAISING, THE VALUE OF ENDOWMENT FUNDS, CREATING AND IMPLEMENTING PLANNED GIVING PROGRAMS WITH THEIR OWN DONOR BASES, AND GRANT-WRITING. 3592312 1 1 0 1 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 25 0 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 24 24 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 ARTHUR R UPRIGHT CHAIR 1.00 X X 0 0 0 SHEILA E SCOTT CPA VICE CHAIR, AUDIT 1.00 X X 0 0 0 KIMBERLEY S WILLIAMS VICE CHAIR, DEVELOPMENT 1.00 X X 0 0 0 STEVEN R TINKELMAN VICE CHAIR, INVESTMENTS 1.00 X X 0 0 0 JEFFREY D WOOD VICE CHAIR, GRANTS 1.00 X X 0 0 0 ANN C MEAGHER 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, 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 SANDY ARTEAGA 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 ELEANOR CHARWAT TRUSTEE 1.00 X 0 0 0 YU-SHIN CHEN TRUSTEE 1.00 X 0 0 0 JAMES F DAVENPORT TRUSTEE 1.00 X 0 0 0 CHARLES A FRENI JR TRUSTEE 1.00 X 0 0 0 ARTHUR L GELLERT ESQ TRUSTEE 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 DARLENE L PFEIFFER TRUSTEE 1.00 X 0 0 0 BRENDA K SANTORO CPA TRUSTEE 1.00 X 0 0 0 CHARLES SIMON TRUSTEE 1.00 X 0 0 0 MARCH GALLAGHER PRESIDENT & CEO 40.00 X 124190 0 3902 ROKSOLANA GERAMITA CFO 40.00 X 85190 0 3626 KEVIN QUILTY VICE PRESIDENT, ULSTER 40.00 X 68054 0 8840 SALLY J CROSS CFRE VICE PRESIDENT, PHILANTHROPY 40.00 X 78247 0 3944 NANCY ROSSI BROWNELL VICE PRESIDENT, PUTNAM 20.00 X 36106 0 707 391787 0 21019 1 0 0 0 0 306362 4550930 748711 4857292 ADMINISTRATIVE FEES 561000 70345 70345 70345 1680772 1680772 8853500 7959248 894252 894252 894252 100554 306362 117627 -17073 -17073 7485588 70345 0 2557951 2378078 2378078 326353 326353 421333 294933 42133 84267 134614 94230 13461 26923 2369 1658 237 474 32899 23029 3290 6580 45498 31849 4550 9099 35000 35000 1200 1200 55885 55885 37214 1214 36000 74351 47588 26763 45499 19219 20790 5490 44890 31424 4488 8978 50374 35262 5037 10075 5172 3051 2121 8551 1280 6905 366 6586 4610 659 1317 3730 3730 PROGRAM EXPENSES 350387 350387 4059983 3592312 249218 218453 214596 359991 3801409 4067342 221348 148530 176268 115014 38467 34237 64396 49636 20019 14760 48513420 56206474 686003 682234 53671530 61628582 12707 25392 594869 458000 62744 63086 7335594 8337108 8005914 8883586 X 44979613 52062762 686003 682234 45665616 52744996 53671530 61628582 X 3425605 3618253 35522 X X 0 1 X 1 0 X 5689714 4733783 7642241 3524562 4857292 26447592 5689714 4733783 7642241 3524562 4857292 26447592 5816879 20630713 780533 962104 1373727 1768118 1680772 6565254 33012846 188747 0.62490 0.62720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1200 1200 0 PART II-B, LINE 1: VAN SCOYOC ASSOCIATES, INC. $1,200 CFHV PARTNERS WITH OTHER COMMUNITY FOUNDATIONS TO RAISE AWARENESS ABOUT THE ACTIVITIES OF COMMUNITY FOUNDATIONS NATIONALLY. 107 2166276 768812 16805357 1 1 0 1 X 29186144 2270233 4025922 1362136 449588 33670575 30029070 956495 -246257 1131858 421306 29186144 25760346 5535662 514144 1032750 421828 30355574 21858683 1566145 3881084 1101532 444034 25760346 16587003 3896699 2569855 824463 370411 21858683 0.97970 0.00000 0.02030 0 0 64396 49636 14760 14760 X 11257090 3618253 91507 117627 3827387 7429703 55885 55885 7485588 4173941 91507 117627 209134 3964807 55885 39291 95176 4059983 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 FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE COMMUNITY FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED IN PART VIII, LINE 8B 117,627. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED IN PART VIII, LINE 8B 117,627. PART XII, LINE 4B - OTHER ADJUSTMENTS: PRIOR YEAR GRANT REFUNDS AND CANCELLATIONS NETTED AGAINST GRANT EXPENSE 39,291. GARDEN PARTY 168000 140210 27790 8550 640 29713 JDM FUND 81474 79092 2382 18030 13 157442 87060 70382 30456 1717 2750 25771 406916 306362 100554 30456 10267 3390 73514 117627 -17073 1 ABILITIES FIRST INC 70 OVEROCKER ROAD POUGHKEEPSIE NY 12603 141467427 501(C)(3) 5875 GENERAL SUPPORT, EMPLOYMENT SERVICES FOR MENTALLY DISABLED ADULTS AKINDALE REHABILITATION AND LAND CONSERVATION FUND 323 QUAKER HILL ROAD PAWLING NY 12564 201822473 501(C)(3) 31028 CARE FOR HORSES AMERICAN CANCER SOCIETY - HUDSON VALLEY REGION 121 EXECUTIVE DRIVE NEW WINDSOR NY 12253 131788491 501(C)(3) 11192 GENERAL SUPPORT AMERICAN RED CROSS OF THE MID-HUDSON VALLEY 4 JEFFERSON PLAZA SUITE 302 POUGHKEEPSIE NY 12601 530196605 501(C)(3) 10090 GENERAL SUPPORT ASTOR SERVICES FOR CHILDREN & FAMILIES 6339 MILL STREET PO BOX 5005 RHINEBECK NY 12572 141397918 501(C)(3) 20000 BSTRAUSS - 10/12/17 03:11PM WORKSHEET SCHEDULE I BARDAVON 1869 OPERA HOUSE INC 35 MARKET STREET POUGHKEEPSIE NY 12601 141585490 501(C)(3) 80878 GENERAL SUPPORT, FIELD TRIPS, PROGRAMS BOY SCOUTS OF AMERICA - HUDSON VALLEY COUNCIL 6 JEANNE DRIVE NEWBURGH NY 12550 141338385 501(C)(3) 10247 CAMP NOOTEEMING PROJECT, SUPPORT FOR DUTCHESS COUNTY PROGRAMS BOYS AND GIRLS CLUB OF NEWBURGH 285 LIBERTY STREET NEWBURGH NY 12550 141506144 501(C)(3) 20000 THE AFTERSCHOOL PROJECT - POUGHKEEPSIE CANCER SUPPORT TEAM INC 2900 WESTCHESTER AVENUE SUITE 103 PURCHASE NY 10577 132938964 501(C)(3) 20000 GAP CARE PROGRAM CATHARINE STREET COMMUNITY CENTER 69 CATHARINE STREET POUGHKEEPSIE NY 12601 146037154 501(C)(3) 27500 SUPPORT FOR PROGRAMS SERVING UNDERPRIVILEGED DUTCHESS COUNTY YOUTH CENTER FOR GOVERNMENTAL RESEARCH 1 WASHINGTON STREET SOUTH SUITE 400 400 ROCHESTER NY 14614 160754774 501(C)(3) 10000 GENERAL SUPPORT CHILDREN'S HOME OF POUGHKEEPSIE 10 CHILDRENS WAY POUGHKEEPSIE NY 12601 141364662 501(C)(3) 13566 GENERAL SUPPORT, 2017 CHP SCHOLARSHIP - FOR COSTS, SUPPLIES TO ASSIST COLLEGE BOUND STUDENTS CHRIST EPISCOPAL CHURCH 43 SOUTH BROADWAY TARRYTOWN NY 10591 141416683 501(C)(3) 40400 GENERAL SUPPORT, SUMMER CAMP PROGRAM COMMON GROUND FARM PO BOX 148 BEACON NY 12508 010574675 501(C)(3) 24500 FRESH FOOD MURAL PROJECT, COMMON GROUND FARM: BUILDING UPON SUCCESS: YEAR 4: GROWING OPERATIONS & FOOD DONATION PROGRAMS COMMUNITY ACTION PARTNERSHIP FOR DUTCHESS COUNTY INC 77 CANNON STREET POUGHKEEPSIE NY 12601 141611857 501(C)(3) 108018 CARE FUND, GAP CARE - DUTCHESS COUNTY 2017, EMERGENCY ASSISTANCE IN DUTCHESS COUNTY CONGREGATION SCHOMRE ISRAEL OF POUGHKEEPSIE 18 PARK AVENUE POUGHKEEPSIE NY 12603 146039550 501(C)(3) 6651 VARIOUS SCHOMRE ISRAEL PROJECTS, FOR PROGRAMMATIC PURPOSES RELATED TO PRESERVING AND STRENGTHENING JEWISH CULTURE CORNELL COOPERATIVE EXTENSION DUTCHESS COUNTY 2715 ROUTE 44 SUITE 1 MILLBROOK NY 12545 146036882 501(C)(3) 12365 SUPPORT FOR PROGRAMS SERVING UNDERPRIVILEGED DUTCHESS COUNTY YOUTH CORNELL COOPERATIVE EXTENSION ORANGE COUNTY 18 SEWARD AVENUE SUITE 300 MIDDLETOWN NY 10940 146036889 501(C)(3) 15000 THE GLEANMOBILE CORNERSTONE FAMILY HEALTHCARE 147 LAKE STREET NEWBURGH NY 12550 061036715 501(C)(3) 40000 GAP CARE- ORANGE/ ROCKLAND COUNTIES 2017 DUTCHESS COUNTY HISTORICAL SOCIETY PO BOX 88 POUGHKEEPSIE NY 12601 141505142 501(C)(3) 12340 GENERAL SUPPORT, YEARBOOK DUTCHESS COUNTY INTERFAITH COUNCIL INC 9 VASSAR STREET POUGHKEEPSIE NY 12601 141547417 501(C)(3) 5178 GENERAL SUPPORT DUTCHESS COUNTY SPCA 636 VIOLET AVENUE HYDE PARK NY 12538 141340058 501(C)(3) 22972 GENERAL SUPPORT, ANIMAL CARE SUPPORT, CLINIC SUPPORT, MICROCHIP PROGRAM DUTCHESS OUTREACH INC 29 NORTH HAMILTON STREET SUITE 202 POUGHKEEPSIE NY 12601 222339537 501(C)(3) 33000 GENERAL SUPPORT, TO SUPPORT THE BEVERLY CLOSS FOOD PANTRY FAMILY OF WOODSTOCK INC 39 JOHN STREET KINGSTON NY 12401 141537663 501(C)(3) 109518 EMERGENCY ASSISTANCE IN ULSTER COUNTY, ULSTER COUNTY FARM TO FOOD PANTRY COLLABORATIVE, 2017 CARE FUND GRANT PROGRAM FAMILY SERVICES INC 29 NORTH HAMILTON STREET SUITE 1 POUGHKEEPSIE NY 12601 141338399 501(C)(3) 17435 GENERAL SUPPORT, SERVICES FOR BATTERED WOMEN & FAMILIES, DIVERSITY TRAINING, TEEN RESOURCE ACTIVITY CENTER FOOD BANK OF THE HUDSON VALLEY 195 HUDSON STREET CORNWALLONHUDSON NY 12520 222470885 501(C)(3) 40684 GENERAL SUPPORT, FRESH FARM FOOD INITIATIVE FOUNDATION FOR VASSAR BROTHERS MEDICAL CENTER 45 READE PLACE POUGHKEEPSIE NY 12601 141736429 501(C)(3) 56320 GENERAL SUPPORT FRANCISCAN FRIARS OF THE ATONEMENT - GRAYMOOR 40 FRANCISCAN WAY GARRISON NY 10524 141344809 501(C)(3) 10090 GENERAL SUPPORT FRANKLIN PIERCE UNIVERSITY 40 UNIVERSITY DRIVE RINDGE NH 03461 020263136 501(C)(3) 15000 SUPPORT FOR GENERAL ATHLETICS, FOR THE MELISSA D. BISACCIA SCHOLARSHIP FRIENDS OF SENIORS OF DUTCHESS COUNTY INC CUNNEEN-HACKETT ARTS CENTER 9 VASSAR STREET SUITE 24 POUGHKEEPSIE NY 12601 201714419 501(C)(3) 22100 GENERAL SUPPORT, FUNDING TO DRIVE DIALYSIS PATIENTS TO THEIR TREATMENTS GILDA'S CLUB WESTCHESTER 80 MAPLE AVENUE WHITE PLAINS NY 10601 133939823 501(C)(3) 10000 BREAST CANCER OUTREACH SUPPORT SERVICES GRACE SMITH HOUSE 1 BROOKSIDE AVENUE POUGHKEEPSIE NY 12602 141626657 501(C)(3) 5150 GENERAL SUPPORT, SUPPORT FOR THE NEW CHAPTER LIBRARY HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC PO BOX 745 NEW YORK NY 10101 237312335 501(C)(3) 21360 STEM CELL RESEARCH, HADASSAH MEDICAL CENTER/HOSPITAL' HARRIET TUBMAN ACADEMIC SKILLS AND ENRICHMENT PROGRAM 2381 NEW HACKENSACK ROAD POUGHKEEPSIE NY 12603 141792116 501(C)(3) 10000 PROGRAM SUPPORT FOR HARRIET TUBMAN ACADEMIC SKILLS AND ENRICHMENT PROGRAM HAWTHORNE VALLEY ASSOCIATION INC 327 COUNTY ROUTE 21C GHENT NY 12075 132722428 501(C)(3) 10000 FISCAL SPONSORSHIP FOR LONG TABLE HARVEST, GLEANING PROGRAM HIGHLAND CENTRAL SCHOOL DISTRICT 320 PANCAKE HOLLOW ROAD HIGHLAND NY 12528 146001569 CITY OF HIGHLAND 8500 SUPPORT FOR ROBOTICS EQUIPMENT FOR THE HIGHLAND CENTRAL SCHOOL DISTRICT HILLSIDE FOOD OUTREACH 404 IRVINGTON STREET PLEASANTVILLE NY 10570 010712431 501(C)(3) 20000 HEALTHY PLATE / HEALTH FAMILY PROGRAM HOWLAND CHAMBER MUSIC CIRCLE PO BOX 224 CHELSEA NY 12512 141812997 501(C)(3) 10000 ISRAELI CHAMBER PROJECT, SUPPORT FOR THE 2017 JASPER STRING QUARTET RESIDENCY AT ARLINGTON HIGH SCHOOL HUDSON RIVER HOUSING INC 313 MILL STREET POUGHKEEPSIE NY 12601 222456648 501(C)(3) 18500 BSTRAUSS - 10/12/17 03:12PM WORKSHEET SCHEDULE I HUDSON RIVER MARITIME MUSEUM 50 RONDOUT LANDING KINGSTON NY 12401 222325506 501(C)(3) 12743 GENERAL OPERATIONS, COLLECTIONS ACCESS PROJECT HUDSON VALLEY HERO PROJECT 59 HARDEN DRIVE LAGRANGEVILLE NY 12540 472637351 501(C)(3) 7490 GENERAL SUPPORT FOR VETERANS HUDSON VALLEY SEED PO BOX 223 BEACON NY 12508 463267308 501(C)(3) 27500 GENERAL SUPPORT, ART SUPPLIES FOR HUDSON VALLEY SEED SCHOOL GARDEN PROGRAMS JEWISH FAMILY SERVICE OF ORANGE COUNTY 720 ROUTE 17M MIDDLETOWN NY 10940 141731791 501(C)(3) 15000 CARE FUND 2017 JEWISH FEDERATION OF DUTCHESS COUNTY INC 17 COLLEGEVIEW AVENUE POUGHKEEPSIE NY 12603 141751875 501(C)(3) 16151 GENERAL SUPPORT, COMMUNITY OUTREACH, FOR PROGRAMMATIC PURPOSES RELATED TO PRESERVING AND STRENGTHENING JEWISH CULTURE MARIST COLLEGE 3399 NORTH ROAD POUGHKEEPSIE NY 12601 141442493 501(C)(3) 13475 GENERAL SUPPORT, SCHOLARSHIP PROGRAM FUNDING MEDIATION CENTER OF DUTCHESS COUNTY INC 147 UNION STREET SUITE 102 POUGHKEEPSIE NY 12601 141762932 501(C)(3) 17625 RESTORATIVE JUSTICE TRAINING, TO SUPPORT WALKATHON MID-HUDSON CHILDREN'S MUSEUM 75 NORTH WATER STREET POUGHKEEPSIE NY 12601 223021355 501(C)(3) 5500 GENERAL SUPPORT, MHCM AGENCY PASS PROGRAM MID-HUDSON CIVIC CENTER 14 CIVIC CENTER PLAZA POUGHKEEPSIE NY 12601 510151858 501(C)(3) 78174 GENERAL SUPPORT MILL STREET LOFT INC 45 PERSHING AVENUE POUGHKEEPSIE NY 12601 222538177 501(C)(3) 14000 SUPPORT FOR PROGRAMS SERVING UNDERPRIVILEGED DUTCHESS COUNTY YOUTH NEWBURGH COMMUNITY LAND BANK INC 15 CHAMBERS STREET NEWBURGH NY 12550 460549946 501(C)(3) 10000 NEWBURGH CITYWIDE DONATION AND GARDENING PROGRAM NORTH EAST COMMUNITY CENTER 51 SOUTH CENTER STREET MILLERTON NY 12546 141736237 501(C)(3) 25600 GENERAL PURPOSES, MILLERTON FARMERS MARKET COMMUNITY OUTREACH AND MUSIC PROJECT NORTHERN DUTCHESS HOSPITAL FOUNDATION 99 MONTGOMERY STREET PO BOX 5002 RHINEBECK NY 12572 141776208 501(C)(3) 25500 GENERAL SUPPORT NORTHERN WESTCHESTER HOSPITAL FOUNDATION 400 EAST MAIN STREET MT KISCO NY 10549 134067064 501(C)(3) 9000 GENERAL SUPPORT NUBIAN DIRECTIONS II INC 248 MAIN STREET POUGHKEEPSIE NY 12601 141777760 501(C)(3) 12000 SUPPORT FOR PROGRAMS SERVING UNDERPRIVILEGED DUTCHESS COUNTY YOUTH PEOPLE'S PLACE 17 ST JAMES STREET KINGSTON NY 12401 141701360 501(C)(3) 28000 BAG SUMMER HUNGER 2017 - BECAUSE HUNGER DOESN'T TAKE A VACATION. PHILLIES BRIDGE FARM PROJECT INC 45 PHILLIES BRIDGE ROAD NEW PALTZ NY 12561 141816094 501(C)(3) 11032 PHILLIES BRIDGE FARM PROJECT FARM TO FAMILIES PROGRAM PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY INC 178 CHURCH STREET POUGHKEEPSIE NY 12601 141344810 501(C)(3) 81750 GENERAL SUPPORT, DESIGNATED IUD FUND PROGRAM SUPPORT POUGHKEEPSIE FARM PROJECT PO BOX 3143 POUGHKEEPSIE NY 12603 141813679 501(C)(3) 30000 FOOD SHARE PROGRAM POUGHKEEPSIE HIGH SCHOOL 70 FORBUS STREET POUGHKEEPSIE NY 12603 146004158 501(C)(3) 11561 VARIOUS TRIPS AND PROGRAMS POUGHKEEPSIE PUBLIC LIBRARY DISTRICT 93 MARKET STREET POUGHKEEPSIE NY 12601 141701733 CITY OF POUGHKEEPSIE 7000 GENERAL SUPPORT, LIBRARY ACCESS FOR ALL RDC LOAVES AND FISHES INC PO BOX 665 DOVER PLAINS NY 12522 273477999 501(C)(3) 37000 GENERAL SUPPORT, TO SUPPORT THE FOOD BANK RED HOOK EDUCATION FOUNDATION PO BOX 2 RED HOOK NY 12571 273946250 501(C)(3) 5939 BSTRAUSS - 10/12/17 03:13PM WORKSHEET SCHEDULE I RYAN MCELROY CHILDREN'S CANCER FOUNDATION 450 GARDNER HOLLOW ROAD POUGHQUAG NY 12570 141810853 501(C)(3) 5613 GENERAL SUPPORT SARGENT ELEMENTARY SCHOOL 29 EDUCATION DRIVE BEACON NY 12508 146001231 501(C)(3) 7231 FIELD TRIPS SECOND CHANCE FOODS 1388 ROUTE 52 FISHKILL NY 12524 810996695 501(C)(3) 6000 FARM FOOD PRESERVATION PROJECT OF THE LOWER HUDSON VALLEY SPARK MEDIA PROJECT INC 42 CATHARINE STREET SUITE C-200 POUGHKEEPSIE NY 12601 141775746 501(C)(3) 12000 SUPPORT FOR PROGRAMS SERVING UNDERPRIVILEGED DUTCHESS COUNTY YOUTH ST MARY'S CHURCH 23 SOUTH HIGH STREET MOUNT VERNON NY 10550 141340116 501(C)(3) 13393 GENERAL SUPPORT ST THOMAS EPISCOPAL CHURCH 168 WEST BOSTON POST ROAD MAMARONECK NY 10543 141496937 501(C)(3) 8000 THE GIVING GARDEN - A PROJECT OF THE FOOD OF LIFE/COMIDA DE VIDA PANTRY STANFORD FREE LIBRARY 14 CREAMERY ROAD STANFORDVILLE NY 12581 141492555 501(C)(3) 12476 GENERAL SUPPORT SUPPORT CONNECTION INC 40 TRAINGLE CENTER YORKTOWN HEIGHTS NY 10598 133900612 501(C)(3) 15000 PEER TO PEER PROGRAM TEMPLE BETH-EL 118 SOUTH GRAND AVENUE POUGHKEEPSIE NY 12603 141467426 501(C)(3) 13081 PROGRAM SUPPORT, FOOD FOR KIDS AT S.F.B. MORSE SCHOOL THE CENTER FOR PERFORMING ARTS AT RHINEBECK 661 ROUTE 308 RHINEBECK NY 12572 223051271 501(C)(3) 155415 GENERAL SUPPORT, SUPPORT FOR DEVELOPMENT DIRECTOR POSITION THE REAL SKILLS NETWORK INC 29 NORTH HAMILTON STREET POUGHKEEPSIE NY 12601 261086662 501(C)(3) 53000 GENERAL SUPPORT, PROGRAM SUPPORT THE ROOSEVELT INSTITUTE 570 LEXINGTON AVENUE 5TH FLOOR NEW YORK NY 10022 237213592 501(C)(3) 14053 BSTRAUSS - 10/12/17 03:14PM WORKSHEET SCHEDULE I THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL ONE ROTARY CENTER 1560 SHERMAN AVENUE EVANSTON IL 60201 363245072 501(C)(3) 5300 GENERAL SUPPORT, PAUL HARRIS CLUB FELLOWSHIP THINK DUTCHESS ALLIANCE FOR BUSINESS 3 NEPTUNE ROAD POUGHKEEPSIE NY 12601 273106797 501(C)(3) 14250 GENERAL SUPPORT TOWN OF WAPPINGERS LITTLE LEAGUE ASSOC INC PO BOX 133 WAPPINGERS FALLS NY 12590 141539410 501(C)(3) 8200 GENERAL SUPPORT TRUSTEES OF COLUMBIA UNIVERSITY-MITO DISEASE PROJECT 615 WEST 131ST STREET MC 8741 NEW YORK NY 10027 135598093 501(C)(3) 20000 MITO DISEASE RESEARCH UNITARIAN UNIVERSALIST CONGREGATION OF THE CATSKILLS 320 SAWKILL ROAD KINGSTON NY 12401 146088215 501(C)(3) 6000 TO FUND BUILDING REHABILITATION UNITARIAN UNIVERSALIST FELLOWSHIP 67 SOUTH RANDOLPH AVE POUGHKEEPSIE NY 12601 146025106 501(C)(3) 23570 COMING HOME PROGRAM SUPPORT UNITED MITOCHONDRIAL DISEASE FOUNDATION 8085 SALTSBURG ROAD SUITE 201 PITTSBURGH PA 15239 251767180 501(C)(3) 6100 GENERAL SUPPORT UNITED WAY OF THE DUTCHESS-ORANGE REGION 75 MARKET STREET POUGHKEEPSIE NY 12601 061045698 501(C)(3) 12200 GENERAL SUPPORT, COMMUNITY FUND PROGRAM SUPPORT UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE DEPARTMENT OF NEUROLOGY 1120 NW 14TH STREET 1427 MIAMI FL 33136 590624458 501(C)(3) 17500 FOR RESEARCH IN NEUROMETABOLIC DISEASES VASSAR TEMPLE 140 HOOKER AVENUE POUGHKEEPSIE NY 12601 141422084 501(C)(3) 7151 REFUGEE SUPPORT, FOR PROGRAMMATIC PURPOSES RELATED TO PRESERVING AND STRENGTHENING JEWISH CULTURE VASSAR-WARNER HOME 52 SOUTH HAMITON STREET POUGHKEEPSIE NY 12601 237334637 501(C)(3) 22061 GENERAL SUPPORT, INTERGENERATIONAL ARTS PROGRAM WOODSTOCK BYRDCLIFFE GUILD 34 TINKER STREET WOODSTOCK NY 12498 146026681 501(C)(3) 6000 GENERAL SUPPORT FOR ARTISTS IN RESIDENCE WORLD GOLF FOUNDATION INC ONE WORLD GOLF PLACE ST AUGUSTINE FL 32092 592998925 501(C)(3) 12000 SUPPORT FOR THE FIRST TEE GOLF PROGRAM IN THE NORTH EAST DUTCHESS COUNTY SCHOOLS YMCA OF KINGSTON AND ULSTER COUNTY 507 BROADWAY KINGSTON NY 12401 141338342 501(C)(3) 11920 FISCAL SPONSORSHIP FOR KINGSTON YMCA FARM PROJECT, FARM FRESH PROGRAM 88 0 SCHOLARSHIP AWARDS 165 326353 PART I, LINE 2: BOARD APPROVED COMMITTEES REVIEW AND EVALUATE GRANT APPLICATIONS TO DETERMINE HOW THE FUNDS ARE SPENT. EACH GRANTEE RECEIVES AN AWARD LETTER AND GRANT AGREEMENT DETAILING THE TERMS AND CONDITIONS OF THE AWARD. FUNDS ARE RELEASED UPON RECEIPT OF THE SIGNED GRANT AGREEMENT. GENERALLY, A GRANTEE HAS A FULL CALENDAR YEAR TO UTILIZE THE FUNDS AWARDED. AT THE CLOSE OF THE YEAR THEY MUST SUBMIT A FINAL REPORT DETAILING THE USE OF THE FUNDS, INCLUDING AN UPDATED GRANT BUDGET FORM. GRANTEES MAY ATTACH RECEIPTS, PHOTOS, AND TESTIMONIALS RELATED TO THE AWARD AS WELL. ADDITIONALLY, COMMUNITY FOUNDATIONS STAFF PERIODICALLY CONDUCTS SCHEDULED OR UNSCHEDULED SITE VISITS WITH GRANTEES TO SEE THE USE OF THE FUNDS DIRECTLY. SHOULD CONCERNS ARISE REGARDING THE USE OF FUNDS, STAFF WILL REQUEST ADDITIONAL DOCUMENTATION AND/OR SITE VISITS TO ENSURE THE FUNDS WERE USED ACCORDING TO THE PARAMETERS OF THE GRANT AGREEMENT. IF THE GRANTEE IS UNABLE TO FULFILL THE TERMS OF THE AGREEMENT, OR HAS MISUSED THE FUNDS, THEY WILL BE DIRECTED TO RETURN THE FUNDS TO THE FOUNDATIONS. X 16 748711 AVG. HIGH/LOW VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS IS REPORTED IN COLUMN (B). 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. TRUSTEES EXECUTE THEIRS IN SEPTEMBER AND THE LAST SET WAS COLLECTED THIS PAST MONTH. THE ADVISORY BOARDS AND GRANT COMMITTEE VOLUNTEERS EXECUTE THEM ANNUALLY DURING 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. THE GOVERNANCE COMMITTEE THEN REPORTS ITS FINDINGS TO THE BOARD OF TRUSTEES AND TO THE PRESIDENT AND CEO. THE STAFF ALSO REVIEWED THE PRESIDENT & CEO, ANSWERS TO A SURVEY WERE COMPILED BY AN UNAFFILIATED NONPROFIT EXECUTIVE DIRECTOR AND SHARED WITH THE CEO. IN SETTING COMPENSATION FOR THE PRESIDENT & CEO THE GOVERNANCE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR DISCUSSION AND APPROVAL. 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 SEPTEMBER 2017 AND WILL BE DISCUSSED AT THE NOVEMBER 2017 BOARD MEETING. PRIOR SALARY HAD BEEN SET DURING THE RECRUITMENT OF THE CURRENT PRESIDENT & CEO IN SEPTEMBER OF 2016. 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 JULY OF 2017 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 -15,931. CHANGE IN VALUE OF CHARITABLE REMAINDER UNITRUST 12,162. PRIOR YEAR GRANT REFUNDS AND CANCELLATIONS NETTED AGAINST GRANT EXPENSE 39,291. 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