COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY (EIN 23-7026859)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-01-14
- IRS object ID
- 201610149349300506
- Schema version
- 2014v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-14T08:13:47-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141698408 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEDORE & COMPANY CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2678 SOUTH ROAD SUITE 101 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 126015254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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-SUITE 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 | 2015-12-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES F LETTERIO CPA | PreparerPersonNm |
| PTIN | P00020593 | PTIN |
| Phone | 8454855510 | PhoneNum |
| Preparation | 2016-01-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARCH GALLAGHER PRESIDENT CEO | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $9,338,890 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://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 | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,733,783 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,642,241 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $57,915 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $57,100 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,428,805 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,392,489 | CYInvestmentIncomeAmt |
| PY Other Revenue | $47,071 | PYOtherRevenueAmt |
| CY Other Revenue | $38,426 | CYOtherRevenueAmt |
| PY Total Revenue | $6,267,574 | PYTotalRevenueAmt |
| CY Total Revenue | $9,130,256 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,041,062 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,120,016 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $479,818 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $556,846 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $131,199 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $307,981 | PYOtherExpensesAmt |
| CY Other Expenses | $343,560 | CYOtherExpensesAmt |
| PY Total Expenses | $3,828,861 | PYTotalExpensesAmt |
| CY Total Expenses | $4,020,422 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,438,713 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,109,834 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,306,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,744,344 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,270,164 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,171,327 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,036,390 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,573,017 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,367,694 | ExpenseAmt |
| Grant | $3,120,016 | GrantAmt |
| Revenue | $57,100 | RevenueAmt |
| Desc | GRANTMAKING - ADMINISTRATION OF CHARITABLE FUNDS TO MEET COMMUNITY NEEDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $231,869 | 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 REGARDING CHARITABLE GIVING AND ENDOWMENT FUNDS AND RESPONDING TO QUESTIONS ABOUT CHARITABLE GIVING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,427 | ExpenseAmt |
| Desc | NONPROFIT TECHNICAL ASSISTANCE - SERVICES INCLUDE PROVIDING SEMINARS AND INFORMATION ON MANAGING A NONPROFIT AS WELL AS CHARITABLE GIVING AND ENDOWMENT FUNDS, AND RESPONDING TO QUESTIONS ABOUT THE PHILANTHROPIC ENVIRONMENT OF OUR SERVICE AREA AND OUR GRANTMAKING PROCESSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,646,990 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROKSOLANA GERAMITA | PersonNm |
| Phone | 8454523077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 WASHINGTON STREET | 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 |
|---|---|---|---|---|---|---|
| WILLIAM A BRENNERCPA | ||||||
| VICE CHAIR/T | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN GIFFORD ESQ | ||||||
| VICE CHAIR/S | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT BUTTS ESQ | ||||||
| ASSISTANT SE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY ROSSI BROWNELL | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUE HARTSHORN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH BONURA JR | ||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFFREY D WOOD | ||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ARTHUR R UPRIGHT | ||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN MEAGHER | ||||||
| VICE-CHAIR | 1.00 | Yes (X) | 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 | |
| NATHANIEL S PRENTICE | ||||||
| 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 | |
| CHARLES A FRENI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH KEARNEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS J MURPHY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA K SANTORO CPA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHEILA E SCOTT CPA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER KRULEWITCH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLEY S WILLIAMS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN L BAKER ESQ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN R TINKELMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELEANOR CHARWAT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA REYNOLDS | ||||||
| PRESIDENT & | 40.00 | Yes (X) | $133,513 | $0 | $7,722 | |
| EMILY ROBISCH | ||||||
| CFO | 40.00 | Yes (X) | $76,950 | $0 | $5,336 | |
| JENNIFER KILLIAN | ||||||
| VP PROGRAMS | 40.00 | Yes (X) | $63,012 | $0 | $3,419 | |
| KEVIN QUILTY | ||||||
| VP ULSTER | 40.00 | Yes (X) | $63,012 | $0 | $6,352 | |
| SALLY CROSS | ||||||
| INTERIM PRES | 40.00 | Yes (X) | $44,075 | $0 | $2,255 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $380,562 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $25,084 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $339,781 | FundraisingAmt |
| All Other Contributions | $7,302,460 | AllOtherContributionsAmt |
| Total Contributions | $7,642,241 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Total Revenue Column | $57,100 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,100 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $57,100 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,373,727 | TotalRevenueColumnAmt |
| Exclusion | $1,373,727 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $113,351 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $94,589 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,762 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,762 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,762 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $152,471 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $339,781 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $114,045 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,426 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,130,256 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,862 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,373,727 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,814,311 | TotalAmt |
| Program Services | $2,814,311 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,705 | TotalAmt |
| Program Services | $305,705 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,930 | TotalAmt |
| Program Services | $295,448 | ProgramServicesAmt |
| Management And General | $39,394 | ManagementAndGeneralAmt |
| Fundraising | $59,088 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,559 | TotalAmt |
| Program Services | $66,419 | ProgramServicesAmt |
| Management And General | $8,855 | ManagementAndGeneralAmt |
| Fundraising | $13,285 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,883 | TotalAmt |
| Program Services | $5,163 | ProgramServicesAmt |
| Management And General | $688 | ManagementAndGeneralAmt |
| Fundraising | $1,032 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,305 | TotalAmt |
| Program Services | $21,978 | ProgramServicesAmt |
| Management And General | $2,931 | ManagementAndGeneralAmt |
| Fundraising | $4,396 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,169 | TotalAmt |
| Program Services | $28,627 | ProgramServicesAmt |
| Management And General | $3,817 | ManagementAndGeneralAmt |
| Fundraising | $5,725 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,805 | TotalAmt |
| Management And General | $25,805 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,230 | TotalAmt |
| Management And General | $52,230 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,797 | TotalAmt |
| Program Services | $59,847 | ProgramServicesAmt |
| Management And General | $7,980 | ManagementAndGeneralAmt |
| Fundraising | $11,970 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,672 | TotalAmt |
| Program Services | $35,754 | ProgramServicesAmt |
| Management And General | $4,767 | ManagementAndGeneralAmt |
| Fundraising | $7,151 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,214 | TotalAmt |
| Management And General | $2,214 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,840 | TotalAmt |
| Management And General | $10,840 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,698 | TotalAmt |
| Program Services | $5,023 | ProgramServicesAmt |
| Management And General | $670 | ManagementAndGeneralAmt |
| Fundraising | $1,005 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,571 | TotalAmt |
| Management And General | $3,571 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| PUBLIC RELATIONS | $62,938 | $37,133 | $25,805 | |
| COMPUTER EXPENSE | $20,308 | $20,308 | ||
| COMPUTER SUPPORT | $19,868 | $19,868 | ||
| POSTAGE | $7,696 | $770 | $1,154 | $5,772 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,923 | TotalAmt |
| Program Services | $2,943 | ProgramServicesAmt |
| Management And General | $392 | ManagementAndGeneralAmt |
| Fundraising | $588 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,020,422 | TotalAmt |
| Program Services | $3,646,990 | ProgramServicesAmt |
| Management And General | $242,233 | ManagementAndGeneralAmt |
| Fundraising | $131,199 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,725 | BOYAmt |
| EOY | $899,739 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,540,367 | BOYAmt |
| EOY | $2,803,407 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,189,109 | BOYAmt |
| EOY | $667,695 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,936 | BOYAmt |
| EOY | $22,924 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,424 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,214 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,908 | BOYAmt |
| EOY | $13,210 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,977,662 | BOYAmt |
| EOY | $49,648,426 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,847 | BOYAmt |
| EOY | $688,943 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,306,554 | BOYAmt |
| EOY | $54,744,344 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,876 | BOYAmt |
| EOY | $2,909 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,960 | BOYAmt |
| EOY | $1,110,294 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $962,562 | BOYAmt |
| EOY | $512,390 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,694,766 | BOYAmt |
| EOY | $7,545,734 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,270,164 | BOYAmt |
| EOY | $9,171,327 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,300,970 | BOYAmt |
| EOY | $18,211,447 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,083,721 | BOYAmt |
| EOY | $3,161,648 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,651,699 | BOYAmt |
| EOY | $24,199,922 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,036,390 | BOYAmt |
| EOY | $45,573,017 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,306,554 | BOYAmt |
| EOY | $54,744,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,109,834 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$573,207 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $1,914,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,269,557 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,689,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,733,783 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,642,241 | CurrentTaxYearAmt |
| Total | $22,249,706 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,914,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,269,557 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,689,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,733,783 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,642,241 | CurrentTaxYearAmt |
| Total | $22,249,706 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,612,255 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,637,451 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $611,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $616,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $780,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $962,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,373,727 | CurrentTaxYearAmt |
| Total | $4,344,513 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,594,219 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $209,571 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83510 | 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 | 103 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,171,410 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,408,691 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $13,677,818 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,425,747 | BeginningYearBalanceAmt |
| Contributions | $702,472 | ContributionsAmt |
| Investment Earnings Or Losses | $3,118,278 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $549,190 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $360,791 | AdministrativeExpensesAmt |
| End Year Balance | $17,336,516 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,214 | DepreciationAmt |
| Book Value | $13,210 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,210 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ENDOWMENTS | Desc |
| Amt | $7,545,734 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,545,734 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,618,864 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$573,207 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $114,045 | OtherRevenueAmt |
| Revenue Not Reported | -$459,162 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,078,026 | RevenueSubtotalAmt |
| Other Revenues Not Included | $52,230 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $52,230 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,130,256 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,082,237 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $114,045 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $114,045 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,968,192 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $52,230 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $52,230 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,020,422 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION'S ACCOUNTING POLICY IS TO PROVIDE LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT IS NOT AWARE OF ANY VIOLATIONS OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND NEW YORK STATE. THE FOUNDATION IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2012. PART V, LINE 4 - THE PURPOSE OF THE FOUNDATION'S ENDOWMENT FUNDS IS TO PROVIDE A STABLE STREAM OF FUNDS TO SUPPORT THE PROGRAMS OF THE FOUNDATION IN PERPETUITY. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | SPECIAL EVENT EXPENSES 114,045 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | INVESTMENT FEES NETTED ON FINANCIALS 52,230 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | SPECIAL EVENT EXPENSES 114,045 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | INVESTMENT FEES NETTED ON FINANCIAL 52,230 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GARDEN PARTY EV | Event1Nm |
| Gross Receipts Event1 | $166,603 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $135,711 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,892 | GrossRevenueEvent1Amt |
| Event2 | JDM FUND | Event2Nm |
| Gross Receipts Event2 | $64,464 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $61,102 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,362 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $10,349 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 12 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $259,740 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $142,199 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $117,541 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $103,696 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $490,807 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $339,012 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $151,795 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $114,045 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $114,045 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $37,750 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $2,814,311 | CashGrantAmt |
| Purpose Of Grant | SEE ATTACHED SCHEDUL | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SEE ATTACHED SCHEDULE | GrantTypeTxt |
| Cash Grant | $305,705 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 4, PART IV | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2- GRANTMAKER'S DESCRIPTION ON HOW GRANTS ARE USED A) FOUNDATION INVESTIGATES THE CHARITY TO DETERMINE 501 (C) (3) OR OTHER CHARITABLE STATUS, THAT THE CHARITY IS NOT ASSOCIATED WITH TERRORIST ORGANIZATIONS, CREDIBILITY OF THE CHARITY, CAPABILITY OF THE CHARITY, FEASIBILITY OF THE PROJECT AND IMPORTANCE OF THE PROJECT. B) A GRANT AWARD LETTER IS GIVEN TO THE CHARITY THAT OUTLINES THE PURPOSES FOR WHICH THE GRANT WAS BEING MADE. C) FOR COMPETITIVE GRANTS, THE GRANTEE MUST SUBMIT A FINAL REPORT OUTLINING HOW THE GRANT WAS USED AS WELL AS A FINANCIAL REPORT. THE FOUNDATION MAY REQUEST MORE FREQUENT REPORTING ON THE GRANT AS NEEDED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, ITEM C | COMMUNITY FOUNDATION OF DUTCHESS COUNTY ; ULSTER COUNTY COMMUNITY FOUNDATION ; COMMUNITY FOUNDATION OF ULSTER COUNTY ; COMMUNITY FOUNDATION OF PUTNAM COUNTY |
| FORM 990 - ORGANIZATION'S 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. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 WILL FIRST BE REVIEWED BY THE AUDIT COMMITTEE AND THEN PRESENTED TO THE BOARD OF TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY, EACH STAFF PERSON, VOLUNTEER OR TRUSTEE IS ASKED TO READ AND SIGN A CODE OF CONDUCT THAT INCLUDES POLICIES OF CONFLICTS OF INTEREST AND CONFIDENTIALITY. IF A CONFLICT ARISES, THE PERSON IS REQUIRED TO STATE THE CONFLICT AND ABSTAIN FROM THE VOTE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | 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 COLLATION. 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. |
| FORM 990, PAGE 6, PART VI, LINE 15B | 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, PAGE 6, PART VI, LINE 19 | THE FOLLOWING DOCUMENTS ARE PUBLIC INFORMATION AND ARE MADE AVAILABLE TO THE PUBLIC IN THE FOLLOWING WAYS: FORM 1023- 501 (C)(3) STATUS WAS GRANTED IN 1969. THE IRS DETERMINATION LETTER IS AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS- AVAILABLE UPON REQUEST. CONFLICT OF INTEREST- AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS- ON WEBSITE AND AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | SPECIAL EVENT EXPENSES 114,045 INVESTMENT FEES NETTED ON FINANCIALS -52,230 SPECIAL EVENT EXPENSES -114,045 INVESTMENT FEES NETTED ON FINANCIAL 52,230 |
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 |
| Business Name Line2 | LLC | BusinessNameLine2Txt |
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 ESTAT | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATIONS OF THE HUDSON VALLEY | BusinessNameLine2Txt |
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 | GRANTS | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |