COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY (EIN 23-7026859)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-12-21
- IRS object ID
- 201623569349300012
- Schema version
- 2015v2.1
- 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 D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-12-21T08:45:27-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | MARCH GALLAGHER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8454523077 | PhoneNum |
| Signature | 2016-12-13 | 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 | 2016-12-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARCH GALLAGHER | 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 | $11,799,413 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFHVNY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 223 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,642,241 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,524,562 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $57,100 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $61,302 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,392,489 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,724,704 | CYInvestmentIncomeAmt |
| PY Other Revenue | $38,426 | PYOtherRevenueAmt |
| CY Other Revenue | -$15,320 | CYOtherRevenueAmt |
| PY Total Revenue | $9,130,256 | PYTotalRevenueAmt |
| CY Total Revenue | $5,295,248 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,120,016 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,860,087 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $556,846 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $582,093 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $171,430 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $343,560 | PYOtherExpensesAmt |
| CY Other Expenses | $687,431 | CYOtherExpensesAmt |
| PY Total Expenses | $4,020,422 | PYTotalExpensesAmt |
| CY Total Expenses | $4,129,611 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,109,834 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,165,637 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,744,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,671,530 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,171,327 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,005,914 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,573,017 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,665,616 | 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 | $3,259,490 | ExpenseAmt |
| Grant | $2,860,087 | GrantAmt |
| Revenue | $61,302 | RevenueAmt |
| Desc | GRANTMAKING: ADMINISTRATION OF CHARITABLE FUNDS TO MEET COMMUNITY NEEDS BY MAKING GRANTS TO NONPROFITS FOR CHARITABLE PURPOSES. DURING 2016, NEARLY $2.9 MILLION WAS GRANTED WITH APPROXIMATELY 40% OF GRANTS MADE WERE FOR THE PURPOSE OF HEALTH AND HUMAN SERVICE RELATED ACTIVITIES, 24% FOR EDUCATIONAL PURPOSES, 12% FOR ARTS AND CULTURE, 15% FOR COMMUNITY IMPROVEMENT AND THE REMAINING GRANTS A MIX OF ANIMAL WELFARE, FAITH BASED ORGANIZATION'S CHARITABLE ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $373,910 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $76,481 | ExpenseAmt |
| Desc | 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 GRANTWRITING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,709,881 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | 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 | Yes (1) | 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 | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 12 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 |
|---|---|---|---|---|---|---|
| ARTHUR R UPRIGHT | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHEILA E SCOTT CPA | ||||||
| VICE CHAIR, AUDIT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIMBERLEY S WILLIAMS | ||||||
| VICE CHAIR, DEVELOPMENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVEN R TINKELMAN | ||||||
| VICE CHAIR, INVESTMENTS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFFREY D WOOD | ||||||
| VICE CHAIR, GRANTS | 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 |
| ANN C MEAGHER | ||||||
| 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, ULSTER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH A BONURA JR | ||||||
| VICE CHAIR, DUTCHESS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER KRULEWICH | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY ROSSI BROWNELL | ||||||
| TRUSTEE (THRU 09/2015) / VP PUTNAM | 1.00 | Yes (X) | Yes (X) | $10,608 | $0 | $0 |
| CHARLES A FRENI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDY ARTEAGA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES F DAVENPORT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH KEARNEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA K SANTORO CPA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN L BAKER ESQ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELEANOR CHARWAT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CORA MALLORY-DAVIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR L GELLERT ESQ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN HAMILTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK PAGE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN E MACK IV | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCH GALLAGHER | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $31,000 | $0 | $0 | |
| ROKSOLANA GERAMITA | ||||||
| CFO | 40.00 | Yes (X) | $43,402 | $0 | $0 | |
| JENNIFER KILLIAN | ||||||
| VICE PRESIDENT, PROGRAMS (THRU 11/15) | 40.00 | Yes (X) | $58,545 | $0 | $1,171 | |
| KEVIN QUILTY | ||||||
| VICE PRESIDENT, ULSTER | 40.00 | Yes (X) | $66,847 | $0 | $7,470 | |
| SALLY J CROSS CFRE | ||||||
| VICE PRESIDENT, PHILANTHROPY | 40.00 | Yes (X) | $79,792 | $0 | $1,367 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $290,194 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,008 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $342,822 | FundraisingAmt |
| All Other Contributions | $3,181,740 | AllOtherContributionsAmt |
| Noncash Contributions | $738,993 | NoncashContributionsAmt |
| Total Contributions | $3,524,562 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $61,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,302 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $61,302 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,768,118 | TotalRevenueColumnAmt |
| Exclusion | $1,768,118 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,315,219 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,358,633 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$43,414 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$43,414 | TotalRevenueColumnAmt |
| Exclusion | -$43,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $130,212 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $342,822 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $145,532 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,320 | TotalRevenueColumnAmt |
| Exclusion | -$15,320 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,295,248 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,302 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,709,384 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,540,403 | TotalAmt |
| Program Services | $2,540,403 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,684 | TotalAmt |
| Program Services | $319,684 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,571 | TotalAmt |
| Program Services | $292,929 | ProgramServicesAmt |
| Management And General | $39,056 | ManagementAndGeneralAmt |
| Fundraising | $58,586 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,530 | TotalAmt |
| Program Services | $88,898 | ProgramServicesAmt |
| Management And General | $11,854 | ManagementAndGeneralAmt |
| Fundraising | $17,778 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,932 | TotalAmt |
| Program Services | $1,449 | ProgramServicesAmt |
| Management And General | $194 | ManagementAndGeneralAmt |
| Fundraising | $289 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,294 | TotalAmt |
| Program Services | $21,971 | ProgramServicesAmt |
| Management And General | $2,929 | ManagementAndGeneralAmt |
| Fundraising | $4,394 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,766 | TotalAmt |
| Program Services | $31,324 | ProgramServicesAmt |
| Management And General | $4,178 | ManagementAndGeneralAmt |
| Fundraising | $6,264 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,870 | TotalAmt |
| Management And General | $1,870 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,000 | TotalAmt |
| Management And General | $19,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,839 | TotalAmt |
| Management And General | $53,839 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,734 | TotalAmt |
| Management And General | $30,932 | ManagementAndGeneralAmt |
| Fundraising | $34,802 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,985 | TotalAmt |
| Management And General | $40,111 | ManagementAndGeneralAmt |
| Fundraising | $27,874 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,178 | TotalAmt |
| Program Services | $22,745 | ProgramServicesAmt |
| Management And General | $19,885 | ManagementAndGeneralAmt |
| Fundraising | $4,548 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,061 | TotalAmt |
| Program Services | $31,546 | ProgramServicesAmt |
| Management And General | $4,206 | ManagementAndGeneralAmt |
| Fundraising | $6,309 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,003 | TotalAmt |
| Program Services | $36,753 | ProgramServicesAmt |
| Management And General | $4,899 | ManagementAndGeneralAmt |
| Fundraising | $7,351 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,884 | TotalAmt |
| Management And General | $2,882 | ManagementAndGeneralAmt |
| Fundraising | $2,002 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,219 | TotalAmt |
| Program Services | $927 | ProgramServicesAmt |
| Management And General | $8,107 | ManagementAndGeneralAmt |
| Fundraising | $185 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,988 | TotalAmt |
| Program Services | $5,241 | ProgramServicesAmt |
| Management And General | $699 | ManagementAndGeneralAmt |
| Fundraising | $1,048 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,659 | TotalAmt |
| Management And General | $3,659 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM EXPENSES | Desc |
| Total | $316,011 | TotalAmt |
| Program Services | $316,011 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,129,611 | TotalAmt |
| Program Services | $3,709,881 | ProgramServicesAmt |
| Management And General | $248,300 | ManagementAndGeneralAmt |
| Fundraising | $171,430 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,075 | BOYAmt |
| EOY | $214,596 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,046,071 | BOYAmt |
| EOY | $3,801,409 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $667,695 | BOYAmt |
| EOY | $221,348 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $176,268 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,924 | BOYAmt |
| EOY | $38,467 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,250 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,231 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,210 | BOYAmt |
| EOY | $20,019 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,648,426 | BOYAmt |
| EOY | $48,513,420 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,943 | BOYAmt |
| EOY | $686,003 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,744,344 | BOYAmt |
| EOY | $53,671,530 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,909 | BOYAmt |
| EOY | $12,707 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,110,294 | BOYAmt |
| EOY | $594,869 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,390 | BOYAmt |
| EOY | $62,744 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,545,734 | BOYAmt |
| EOY | $7,335,594 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,171,327 | BOYAmt |
| EOY | $8,005,914 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,211,447 | BOYAmt |
| EOY | $44,979,613 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,161,648 | BOYAmt |
| EOY | $686,003 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,199,922 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,573,017 | BOYAmt |
| EOY | $45,665,616 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,744,344 | BOYAmt |
| EOY | $53,671,530 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,165,637 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,000,661 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $927,623 | 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 | $2,269,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,689,714 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,733,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,642,241 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,524,562 | CurrentTaxYearAmt |
| Total | $23,859,857 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,269,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,689,714 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,733,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,642,241 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,524,562 | CurrentTaxYearAmt |
| Total | $23,859,857 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,446,268 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,413,589 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $616,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $780,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $962,104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,373,727 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,768,118 | CurrentTaxYearAmt |
| Total | $5,500,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,360,627 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $118,402 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62560 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 101 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,156,261 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $135,218 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $14,516,235 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,858,683 | BeginningYearBalanceAmt |
| Contributions | $1,566,145 | ContributionsAmt |
| Investment Earnings Or Losses | $3,881,084 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,101,532 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $444,034 | AdministrativeExpensesAmt |
| End Year Balance | $25,760,346 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,587,003 | BeginningYearBalanceAmt |
| Contributions | $3,896,699 | ContributionsAmt |
| Investment Earnings Or Losses | $2,569,855 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $824,463 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $370,411 | AdministrativeExpensesAmt |
| End Year Balance | $21,858,683 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,336,516 | BeginningYearBalanceAmt |
| Contributions | $563,874 | ContributionsAmt |
| Investment Earnings Or Losses | -$376,048 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $649,857 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $287,482 | AdministrativeExpensesAmt |
| End Year Balance | $16,587,003 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97650 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02350 | 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 | $63,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,231 | DepreciationAmt |
| Book Value | $20,019 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,019 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUNDS | Desc |
| Amt | $7,335,594 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,335,594 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,401,308 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,000,661 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $15,028 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $145,532 | OtherRevenueAmt |
| Revenue Not Reported | -$1,840,101 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,241,409 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $53,839 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $53,839 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,295,248 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,305,769 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $15,028 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $147,025 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $162,053 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,143,716 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $53,839 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $932,056 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $985,895 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,129,611 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED IN PART VIII, LINE 8B 145,532. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES REPORTED IN PART VIII, LINE 8B 145,532. LOSS ON DISPOSAL OF ASSET 1,493. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PRIOR YEAR GRANT REFUNDS AND CANCELLATIONS NETTED AGAINST GRANT EXPENSE 533,803. AGENCY FUND GRANTS - BOOK TO TAX ADJUSTMENT 398,253. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GARDEN PARTY | Event1Nm |
| Gross Receipts Event1 | $167,593 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $131,023 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $36,570 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $10,093 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $16,223 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $640 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $16,130 | OtherDirectExpensesEvent1Amt |
| Event2 | JDM FUND | Event2Nm |
| Gross Receipts Event2 | $100,027 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $94,587 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,440 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $11,595 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $205,414 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $117,212 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $88,202 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $51,147 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $12,644 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $27,060 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $473,034 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $342,822 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $130,212 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $61,240 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $28,867 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $640 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $54,785 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $145,532 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$15,320 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (87 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AKINDALE REHABILITATION AND LAND CONSERVATION FUND | ||||||||
| 323 QUAKER HILL ROAD | PAWLING | NY | 12564 | 201822473 | 501C3 | $36,180 | CARE FOR HORSES | |
| AMERICAN CANCER SOCIETY - HUDSON VALLEY REGION | ||||||||
| 121 EXECUTIVE DRIVE | NEW WINDSOR | NY | 12253 | 131788491 | 501C3 | $10,900 | GENERAL SUPPORT | |
| AMERICAN RED CROSS OF THE MID-HUDSON VALLEY | ||||||||
| 4 JEFFERSON PLAZA SUITE 302 | POUGHKEEPSIE | NY | 12601 | 530196605 | 501C3 | $9,820 | GENERAL SUPPORT | |
| ANDERSON CENTER FOR AUTISM | ||||||||
| 4885 ROUTE 9 PO BOX 367 | STAATSBURG | NY | 12580 | 141598279 | 501C3 | $14,550 | TECHNOLOGY UPGRADES FOR CLASSROOM INSTRUCTION | |
| ANGEL FOOD EAST INC | ||||||||
| PO BOX 3813 | KINGSTON | NY | 12402 | 141747271 | 501C3 | $5,600 | GENERAL SUPPORT | |
| ARLINGTON HIGH SCHOOL | ||||||||
| 1157 ROUTE 55 | LAGRANGEVILLE | NY | 12540 | 146001847 | 501C3 | $14,045 | GENERAL SUPPORT, GUEST SPEAKERS, FIELD TRIPS, PROGRAMS | |
| BARDAVON 1869 OPERA HOUSE INC | ||||||||
| 11 CANNON STREET | POUGHKEEPSIE | NY | 12601 | 141585490 | 501C3 | $48,917 | GENERAL SUPPORT, FIELD TRIPS, PROGRAMS | |
| BEACON HEBREW ALLIANCE | ||||||||
| 331 VERPLANCK AVENUE | BEACON | NY | 12508 | 146039468 | 501C3 | $7,687 | GENERAL SUPPORT, BUILDING MAINTENANCE, PROJECTS | |
| BEATRIX FARRAND GARDEN ASSOCIATION INC | ||||||||
| PO BOX 315 | HYDE PARK | NY | 12538 | 141790995 | 501C3 | $13,500 | GENERAL SUPPORT | |
| CANCER SUPPORT TEAM INC | ||||||||
| 2900 WESTCHESTER AVENUE SUITE 103 | PURCHASE | NY | 10577 | 132938964 | 501C3 | $20,000 | GAP CARE PROGRAM | |
| CATHARINE STREET COMMUNITY CENTER | ||||||||
| 69 CATHARINE STREET | POUGHKEEPSIE | NY | 12601 | 146037154 | 501C3 | $12,000 | FOR PROGRAMS SERVING UNDERPRIVILEDGED YOUTH | |
| CENTER FOR GOVERNMENTAL RESEARCH | ||||||||
| 1 WASHINGTON STREET SOUTH SUITE 400 | ROCHESTER | NY | 14614 | 160754774 | 501C3 | $10,000 | GENERAL SUPPORT | 400 |
| CHAMBERS ELEMENTARY SCHOOL | ||||||||
| 945 MORTON BOULEVARD | KINGSTON | NY | 12401 | 146012395 | 501C3 | $6,166 | GENERAL SUPPORT, FIELD TRIPS | |
| CHILDREN'S HOME OF POUGHKEEPSIE | ||||||||
| 10 CHILDRENS WAY | POUGHKEEPSIE | NY | 12601 | 141364662 | 501C3 | $10,000 | GENERAL SUPPORT | |
| CHRIST EPISCOPAL CHURCH | ||||||||
| 43 SOUTH BROADDWAY | TARRYTOWN | NY | 10591 | 141416683 | 501C3 | $7,000 | GENERAL SUPPORT, SUMMER CAMP PROGRAM | |
| COMMON GROUND FARM | ||||||||
| PO BOX 148 | BEACON | NY | 12508 | 010574675 | 501C3 | $25,000 | BUILDING PROJECT | |
| CONGREGATION SCHOMRE ISRAEL OF POUGHKEEPSIE | ||||||||
| 18 PARK AVENUE | POUGHKEEPSIE | NY | 12603 | 146039550 | 501C3 | $6,000 | GENERAL SUPPORT, VARIOUS PROJECTS | |
| CORNELL COOPERATIVE EXTENSION DUTCHESS COUNTY | ||||||||
| 2715 US-44 | MILLBROOK | NY | 12545 | 146036882 | 501C3 | $14,849 | FOR PROGRAMS SERVING UNDERPRIVILEDGED YOUTH | |
| CULINARY INSTITUTE OF AMERICA | ||||||||
| 1946 CAMPUS DRIVE | YDE PARK | NY | 12538 | 060653264 | 501C3 | $6,441 | GENERAL SUPPORT | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 200 MAMARONECK AVENUE SUITE 603 | WHITE PLAINS | NY | 10601 | 131930701 | 501C3 | $11,111 | GENERAL SUPPORT | |
| DUTCHESS COUNTY COMMUNITY ACTION PARTNERSHIP | ||||||||
| 84 CANNON STREET | POUGHKEEPSIE | NY | 12601 | 141611857 | 501C3 | $87,770 | GAP CARE PROGRAM, EMERGENCY ASSISTANCE, GRANT PROGRAMS | |
| DUTCHESS COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 88 | POUGHKEEPSIE | NY | 12601 | 141505142 | 501C3 | $10,920 | GENERAL SUPPORT | |
| DUTCHESS COUNTY SPCA | ||||||||
| 636 VIOLET AVENUE | HYDE PARK | NY | 12538 | 141340058 | 501C3 | $30,846 | GENERAL SUPPORT, ANIMAL CARE SUPPORT, CLINIC SUPPORT, MICROCHIP PROGRAM | |
| DUTCHESS OUTREACH INC | ||||||||
| 29 NORTH HAMILTON STREET SUITE 202 | POUGHKEEPSIE | NY | 12601 | 222339537 | 501C3 | $34,357 | FOOD PANTRY SUPPORT | |
| EAST HUDSON YOUTH SOCCER LEAGUE INC | ||||||||
| 407 ROUTE 6 | MAHOPAC | NY | 10541 | 133248833 | 501C3 | $31,149 | SCHOLARSHIPS | |
| EPILEPSY FOUNDATION OF NORTHEASTERN NEW YORK INC | ||||||||
| 3 WASHINGTON SQUARE | ALBANY | NY | 12205 | 141637156 | 501C3 | $6,000 | GENERAL SUPPORT FOR HUDSON VALLEY OFFICE | |
| FAMILY OF WOODSTOCK INC | ||||||||
| 39 JOHN STREET | KINGSTON | NY | 12401 | 141537663 | 501C3 | $88,305 | GENERAL SUPPORT, FOOD PANTRY SUPPORT, EMERGENCY ASSISTANCE, PHONE SYSTEM UPGRADE, GAP CARE PROGRAM | |
| FAMILY SERVICES INC | ||||||||
| 29 NORTH HAMILTON STREET SUITE 1 | POUGHKEEPSIE | NY | 12601 | 141338399 | 501C3 | $12,836 | GENERAL SUPPORT, EQUIPMENT TRAINING, SECURITY CAMERAS AND INSTALLATION | |
| FOOD BANK OF THE HUDSON VALLEY | ||||||||
| 195 HUDSON STREET | CORNWALLONHUDSON | NY | 12520 | 222470885 | 501C3 | $100,000 | GLUTEN FREE FOOD SUPPORT, FRESH FOOD INITIATIVE | |
| FOUNDATION FOR VASSAR BROTHERS MEDICAL CENTER | ||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 141736429 | 501C3 | $63,728 | GENERAL SUPPORT, | |
| FRANCISCAN FRIARS OF THE ATONEMENT - GRAYMOOR | ||||||||
| 40 FRANCISCAN WAY | GARRISON | NY | 10524 | 141344809 | 501C3 | $9,820 | GENERAL SUPPORT | |
| FRANCISCAN SISTERS OF THE EUCHARIST | ||||||||
| PO BOX 3143 | SHAW ISLAND | WA | 98286 | 911098931 | 501C3 | $50,000 | PROGRAM SUPPORT | |
| FRANKLIN PIERCE UNIVERSITY | ||||||||
| 40 UNIVERSITY DRIVE | RINDGE | NH | 03461 | 020263136 | 501C3 | $12,000 | ATHLETIC TEAMS SUPPORT, SCHOLARSHIP | |
| FRIENDS OF PEACH HILL | ||||||||
| PO BOX 2964 | POUGHKEEPSIE | NY | 12603 | 562588525 | 501C3 | $10,143 | GENERAL SUPPORT | |
| GEORGE WASHINGTON ELEMENTARY SCHOOL | ||||||||
| 3634 LEXINGTON AVENUE | MOHEGAN LAKE | NY | 10547 | 146012395 | 501C3 | $5,090 | VARIOUS PROGRAMS AND PROJECTS | |
| GRACE SMITH HOUSE | ||||||||
| PO BOX 5205 | POUGHKEEPSIE | NY | 12602 | 141626657 | 501C3 | $5,935 | PROGRAM SUPPORT, TECHNOLOGY SUPPORT | |
| HIGHLAND CENTRAL SCHOOL DISTRICT | ||||||||
| 320 PANCAKE HOLLOW ROAD | HIGHLAND | NY | 12528 | 146001569 | CITY OF HIGHLAND | $6,000 | SUPPORT FOR THE PURCHASE OF NEW CHORAL RISERS | |
| HILLSIDE FOOD OUTREACH | ||||||||
| 404 IRVINGTON STREET | PLEASANTVILLE | NY | 10570 | 010712431 | 501C3 | $20,000 | HEALTHY PLATE / HEALTH FAMILY PROGRAM | |
| HOWLAND CHAMBER MUSIC CIRCLE | ||||||||
| PO BOX 224 | CHELSEA | NY | 12512 | 141812997 | 501C3 | $13,203 | SUPPORT FOR VARIOUS CONCERTS | |
| HUDSON RIVER HOUSING INC | ||||||||
| 313 MILL STREET | POUGHKEEPSIE | NY | 12601 | 222456648 | 501C3 | $9,100 | SUPPORT FOR EMPLOYMENT ASSISTANCE, VARIOUS PROGRAMS | |
| HUDSON RIVER SLOOP CLEARWATER INC | ||||||||
| 724 WOLCOTT AVENUE | BEACON | NY | 12508 | 146049022 | 501C3 | $232,304 | SUPPORT FOR RESEARCH EQUIPMENT, RESTORATION PROJECT | |
| HUDSON VALLEY HOME MATTERS | ||||||||
| 21 DAVIS AVENUE | POUGHKEEPSIE | NY | 12603 | 364611575 | 501C3 | $6,300 | SUPPORT FOR SENIOR SERVICES, SPONSORSHIP | |
| HUDSON VALLEY SEED | ||||||||
| PO BOX 223 | BEACON | NY | 12508 | 463267308 | 501C3 | $13,000 | EXPANDING CAPACITY, GROWING HEALTH KIDS INITIATIVE | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | 135660870 | 501C3 | $6,977 | GENERAL SUPPORT, PROGRAM SUPPORT | |
| JEWISH FAMILY SERVICE OF ORANGE COUNTY | ||||||||
| 720 ROUTE 17M | MIDDLETOWN | NY | 10940 | 141731791 | 501C3 | $10,000 | GRANT PROGRAM | |
| JEWISH FEDERATION OF DUTCHESS COUNTY INC | ||||||||
| 17 COLLEGEVIEW AVENUE | POUGHKEEPSIE | NY | 12603 | 141751875 | 501C3 | $23,586 | GENERAL SUPPORT, SENIOR PROGRAM | |
| JUVENILE DIABETES RESEARCH FOUNDATION (JDRF) - NENYHUDSON VALLEY BRANCH | ||||||||
| 30 GLENN STREET SUITE 409 | WHITE PLAINS | NY | 10603 | 231907729 | 501C3 | $8,000 | GENERAL SUPPORT | |
| KINGSTON HIGH SCHOOL | ||||||||
| 403 BROADWAY | KINGSTON | NY | 12401 | 146012395 | 501C3 | $13,454 | VARIOUS PROGRAMS AND AWARDS | |
| LUCKY ORPHANS HORSE RESCUE INC | ||||||||
| 2699 ROUTE 22 | DOVER PLAINS | NY | 12522 | 262729197 | 501C3 | $11,500 | GENERAL SUPPORT, TRAINING, SHELTER SUPPORT | |
| MEDIATION CENTER OF DUTCHESS COUNTY INC | ||||||||
| 147 UNION STREET SUITE 102 | POUGHKEEPSIE | NY | 12601 | 141762932 | 501C3 | $11,000 | SUPPORT ANNUAL WALKATHON, TRANSPORTATION | |
| MID-HUDSON CIVIC CENTER | ||||||||
| 14 CIVICE CENTER PLAZA | POUGHKEEPSIE | NY | 12601 | 510151858 | 501C3 | $71,407 | GENERAL SUPPORT, RENT | |
| MILL STREET LOFT INC | ||||||||
| 45 PERSHING AVENUE | POUGHKEEPSIE | NY | 12601 | 222538177 | 501C3 | $16,000 | GENERAL SUPPORT, PROGRAM SUPPORT, SCHOLARSHIPS, SUPPORT FOR PROGRAMS SERVING UNDERPRIVILEGED DUTCHESS COUNTY YOUTH | |
| NORTH EAST COMMUNITY CENTER | ||||||||
| 51 SOUTH CENTER STREET | MILLERTON | NY | 12546 | 141736237 | 501C3 | $45,700 | GENERAL SUPPORT, STRATEGIC PLANNING, VARIOUS PROJECTS | |
| NORTHWEST CONNECTICUT YMCA | ||||||||
| 259 PROSPECT STREET | TORRINGTON | CT | 06790 | 222878484 | 501C3 | $9,600 | SUPPORT FOR CAMP FEE SUBSIDIES AND OUTREACH EFFORTS FOR UNDERPRIVILEGED DUTCHESS COUNTY PARTICIPANTS | |
| NUBIAN DIRECTIONS II INC | ||||||||
| 248 MAIN STREET | POUGHKEEPSIE | NY | 12601 | 141777760 | 501C3 | $32,000 | COMPUTER LAB SUPPORT, PROJECTS, SUPPORT FOR PROGRAMS SERVING UNDERPRIVILEGED DUTCHESS COUNTY YOUTH | |
| PEOPLE'S PLACE | ||||||||
| 17 ST JAMES STREET | KINGSTON | NY | 12401 | 141701360 | 501C3 | $23,000 | SUPPORT FOR OPERATIONAL DEVELOPMENT, BAG SUMMER HUNGER PROGRAM | |
| PHILLIES BRIDGE FARM PROJECT INC | ||||||||
| 45 PHILLIES BRIDGE ROAD | NEW PALTZ | NY | 12561 | 141816094 | 501C3 | $12,050 | SCHOLARSHIPS, PROGRAM SUPPORT | |
| PLANNED PARENTHOOD OF THE MID-HUDSON VALLEY INC | ||||||||
| 178 CHURCH STREET | POUGHKEEPSIE | NY | 12601 | 141344810 | 501C3 | $14,000 | GENERAL SUPPORT | |
| PLATTEKILL PUBLIC LIBRARY | ||||||||
| 2047 STATE ROUTE 32 | MODENA | NY | 12548 | 141709380 | 501C3 | $6,018 | GENERAL SUPPORT | |
| POUGHKEEPSIE FARM PROJECT | ||||||||
| PO BOX 3143 | POUGHKEEPSIE | NY | 12603 | 141813679 | 501C3 | $20,000 | FOOD SHARE PROGRAM SUPPORT | |
| POUGHKEEPSIE HIGH SCHOOL | ||||||||
| 70 FORBUS STREET | POUGHKEEPSIE | NY | 12603 | 146004158 | 501C3 | $5,190 | GENERAL SUPPORT, FIELD TRIPS, PROGRAMS | |
| POUGHKEEPSIE PUBLIC LIBRARY DISTRICT | ||||||||
| 93 MARKET STREET | POUGHKEEPSIE | NY | 12601 | 141701733 | CITY OF POUGHKEEPSIE | $16,845 | GENERAL SUPPORT, SUPPORT FOR BIG READ PROGRAM | |
| PUTNAM COMMUNITY ACTION PARTNERSHIP | ||||||||
| 121 MAIN STREET | BREWSTER | NY | 10509 | 132541722 | 501C3 | $10,000 | GAP CARE PROGRAM | |
| RDC LOAVES AND FISHES INC | ||||||||
| PO BOX 665 | DOVER PLAINS | NY | 12522 | 273477999 | 501C3 | $20,000 | FARM FRESH FOODS PROJECT, CENTER FOR COMPASSION PROGRAM SUPPORT | |
| RHINEBECK CENTRAL SCHOOL DISTRICT | ||||||||
| 45 NORTH PARK ROAD | RHINEBECK | NY | 12572 | 146000849 | CITY OF RHINEBECK | $7,898 | SUPPORT FOR LACROSSE TEAM | |
| RONDOUT VALLEY HIGH SCHOOL | ||||||||
| 122 KYSERIKE ROAD | ACCORD | NY | 12404 | 146011242 | 501C3 | $5,300 | FIELD TRIPS, VARIOUS PROGRAMS | |
| ROOSEVELT-VANDERBILT CONSERVANCY INC | ||||||||
| PO BOX 338 | RED HOOK | NY | 12571 | 461476916 | 501C3 | $17,455 | ROOSEVELT GARDEN PROJECT | |
| S F B MORSE SCHOOL | ||||||||
| 101 MANSION STREET | POUGHKEEPSIE | NY | 12603 | 146004158 | 501C3 | $5,544 | GENERAL SUPPORT, FIELD TRIPS | |
| SPARK MEDIA PROJECT INC | ||||||||
| 42 CATHARINE STREET SUITE C-200 | POUGHKEEPSIE | NY | 12601 | 141775746 | 501C3 | $14,000 | SUPPORT FOR PROGRAMS SERVING UNDERPRIVILEGED DUTCHESS COUNTY YOUTH | |
| ST JOSEPH SCHOOL | ||||||||
| 89 EAST GENESEE STREET | AUBURN | NY | 13021 | 161418079 | 501C3 | $20,615 | WHITE BOARD UPGRADES, SCHOLARSHIP AND TUITION ASSISTANCE, SUPPORT FOR NEW COMMUNICATION SYSTEM | |
| ST MARY'S CHURCH | ||||||||
| 23 SOUTH HIGH STREET | MOUNT VERNON | NY | 10550 | 141340116 | 501C3 | $13,049 | GENERAL SUPPORT | |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| 168 WEST BOSTON POST ROAD | MAMARONECK | NY | 10543 | 141496937 | 501C3 | $10,000 | SUPPORT FOR THE GIVING GARDEN PROJECT | |
| STANFORD FREE LIBRARY | ||||||||
| 14 CREAMERY ROAD | STANFORDVILLE | NY | 12581 | 141492555 | 501C3 | $20,830 | GENERAL SUPPORT, SUPPORT FOR TECHNOLOGY UPGRADES | |
| SUPPORT CONNECTION INC | ||||||||
| 40 TRAINGLE CENTER | YORKTOWN HEIGHTS | NY | 10598 | 133900612 | 501C3 | $15,000 | GENERAL SUPPORT | |
| TEMPLE BETH-EL | ||||||||
| 118 SOUTH GRAND AVENUE | POUGHKEEPSIE | NY | 12603 | 141467426 | 501C3 | $6,084 | GENERAL SUPPORT, PROGRAM SUPPORT, SHABBAT RETREAT | |
| THE CENTER FOR PERFORMING ARTS AT RHINEBECK | ||||||||
| 661 ROUTE 308 | RHINEBECK | NY | 12572 | 223051271 | 501C3 | $169,518 | GENERAL SUPPORT, VARIOUS PERFORMANCES SUPPORT FOR DIRECTOR OF DEVELOPMENT POSITION | |
| THE GREATER HUDSON VALLEY FAMILY HEALTH CENTER INC | ||||||||
| 2570 ROUTE 9W SUITE 10 | CORNWALL | NY | 12518 | 061036715 | 501C3 | $35,000 | GAP CARE PROGRAM | |
| THE REAL SKILLS NETWORK INC | ||||||||
| 29 NORTH HAMILTON STREET | POUGHKEEPSIE | NY | 12601 | 261086662 | 501C3 | $76,722 | GENERAL SUPPORT, PROGRAM SUPPORT | |
| THRU MY EYES INC | ||||||||
| PO BOX 31H | SCARSDALE | NY | 10583 | 272131577 | 501C3 | $7,500 | SUPPORT FOR VIDEO LEGACY FOR CHRONICALLY ILL PARENTS | |
| TOWN OF WAPPINGERS LITTLE LEAGUE ASSOC INC | ||||||||
| PO BOX 133 | WAPPINGERS FALLS | NY | 12590 | 141539410 | 501C3 | $10,200 | GENERAL SUPPORT, SOFTBALL SPONSORSHIP | |
| TRUSTEES OF COLUMBIA UNIVERSITY-MITO DISEASE PROJECT | ||||||||
| 615 WEST 131ST STREET MC 8741 | NEW YORK | NY | 10027 | 135598093 | 501C3 | $25,000 | SUPPORT FOR COLUMBIA UNIVERSITY'S MITOCHONDRIAL RESEARCH LAB | |
| ULSTER COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 279 | STONE RIDGE | NY | 12484 | 141456816 | 501C3 | $30,000 | GENERAL SUPPORT | |
| UNITED WAY OF THE DUTCHESS-ORANGE REGION | ||||||||
| 75 MARKET STREET | POUGHKEEPSIE | NY | 12601 | 061045698 | 501C3 | $60,226 | GENERAL SUPPORT, PROGRAM SUPPORT | |
| VASSAR TEMPLE | ||||||||
| 140 HOOKER AVENUE | POUGHKEEPSIE | NY | 12601 | 141422084 | 501C3 | $8,420 | GENERAL SUPPORT, SUPPORT FOR BOOKS, VARIOUS PROJECTS, HIGH HOLY DAY FUND | |
| VASSAR-WARNER HOME | ||||||||
| 52 SOUTH HAMITON STREET | POUGHKEEPSIE | NY | 12601 | 237334637 | 501C3 | $12,000 | GENERAL SUPPORT, ARTS PROGRAM SUPPORT | |
| WAPPINGERS CENTRAL SCHOOL DISTRICT | ||||||||
| 167 MYERS CORNERS ROAD SUITE 200 | WAPPINGERS FALLS | NY | 12590 | 146001997 | CITY OF WAPPINGERS F | $5,094 | SUPPORT FOR TECHNOLOGY UPGRADES | |
| WORLD GOLF FOUNDATION INC | ||||||||
| ONE WORLD GOLF PLACE | ST AUGUSTINE | FL | 32092 | 592998925 | 501C3 | $12,000 | SUPPORT FOR THE FIRST TEE GOLF PROGRAM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 66 | Total501c3OrgCnt |
| Total Other Org | 22 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP AWARDS | GrantTypeTxt |
| Recipient | 189 | RecipientCnt |
| Cash Grant | $319,684 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $738,993 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS IS SHOWN IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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 REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, THE 990 IS FIRST REVIEWED BY THE AUDIT COMMITTEE AND THEN PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| 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 REQUESTS THAT THE BOARD OF TRUSTEES ANNUALLY EVALUATE THE PRESIDENT & CEO USING AN INSTRUMENT THAT IS MAILED TO EACH MEMBER. ONCE COMPLETED, THE INSTRUMENT IS SENT TO THE CHAIR OF THE GOVERNANCE COMMITTEE, OR OTHER DISINTERESTED PARTY, FOR COLLABORATION. THE CHAIR THEN REPORTS THE FINDINGS TO THE PRESIDENT & CEO, AND THE BOARD OF TRUSTEES. IN SETTING COMPENSATION FOR THE PRESIDENT & CEO, THE GOVERNANCE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR DISCUSSION AND APPROVAL. THE EXECUTIVE COMMITTEE MAY ACT IN PLACE OF THE GOVERNANCE COMMITTEE. INFORMATION USED TO MAKE THIS RECOMMENDATION INCLUDES THE 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, AND IF READILY AVAILABLE, NOT-FOR-PROFIT ORGANIZATION COMPENSATION DATA FROM THE HUDSON VALLEY REGION. THE PROCEDURE USED TO RECOMMEND AND APPROVE COMPENSATION MUST BE CAPTURED IN THE MINUTES OF THE BOARD OF TRUSTEES MEETINGS. STAFF COMPENSATION IS DECIDED BY THE PRESIDENT & CEO BASED ON AN ANNUAL EVALUATION OF STAFF PERFORMANCE. THIS GENERALLY INCLUDES A COST OF LIVING ADJUSTMENT (COLA) AND/OR A MERIT RAISE IF WARRANTED. THE GROSS AMOUNT AND RANGES FOR COLAS AND MERIT RAISES ARE APPROVED BY THE BOARD OF TRUSTEES AS PART OF THE ANNUAL OPERATING BUDGET. COMPENSATION DATA FROM THE COUNCIL ON FOUNDATIONS FOR SIMILAR SIZED COMMUNITY FOUNDATIONS IS REFERENCED. |
| 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: | LOSS ON DISPOSAL OF ASSET -1,493. CHANGE IN VALUE OF LIFE INSURANCE POLICIES 6,468. CHANGE IN VALUE OF CHARITABLE REMAINDER UNITRUST -9,408. PRIOR YEAR GRANT REFUNDS AND CANCELLATIONS NETTED AGAINST GRANT EXPENSE 533,803. AGENCY FUND GRANTS - BOOK TO TAX ADJUSTMENT 398,253. |
| FORM 990, PART XII, LINE 2C: | THE AUDITOR FOR THE FINANCIAL STATEMENTS CHANGED IN THE CURRENT YEAR. THE PROCESS FOR THE OVERSIGHT OF THE AUDIT HAS NOT CHANGED IN THE CURRENT YEAR. |
| SCHEDULE D, PART V, LINE 1: | THE FINANCIAL DISCREPANCY BETWEEN PRIOR YEAR'S END OF YEAR BALANCE AND THE CURRENT YEAR'S BEGINNING OF YEAR BALANCE IS DUE TO THE CORRECTION OF AN ACCOUNTING CLASSIFICATION ERROR FOR THE PRIOR YEAR'S ENDOWMENTS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATIONS REAL ESTATE | 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 11A, 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 |
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