2016-01-14T08:13:47-06:00 2015-06-30 141698408 SEDORE & COMPANY CPA'S PC 2678 SOUTH ROAD SUITE 101 POUGHKEEPSIE NY 126015254 990 2014-07-01 237026859 COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY INC COMM 8454523077 80 WASHINGTON STREET-SUITE 201 POUGHKEEPSIE NY 12601 MARCH GALLAGHER PRESIDENT & CEO 8454523077 2015-12-17 true JAMES F LETTERIO CPA P00020593 8454855510 2016-01-12 2014 2016-04-25 22:37:26Z MARCH GALLAGHER PRESIDENT CEO 80 WASHINGTON STREET-SUITE 201 POUGHKEEPSIE NY 12601 9338890 false X HTTP://CFHVNY.ORG/ X 1969 NY 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. 24 24 9 150 0 4733783 7642241 57915 57100 1428805 1392489 47071 38426 6267574 9130256 3041062 3120016 0 479818 556846 0 131199 307981 343560 3828861 4020422 2438713 5109834 49306554 54744344 8270164 9171327 41036390 45573017 X 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. false false 3367694 3120016 57100 GRANTMAKING - ADMINISTRATION OF CHARITABLE FUNDS TO MEET COMMUNITY NEEDS. 231869 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. 47427 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. 3646990 true true false false false true false false false true true false false false true true true false false false false false false false true false false true true false false false false false false false false false false false false false true true false false false true 40 0 true 9 true false false false false true true true true false false false false false false false X 24 24 false false false false false false false true true false true true true true true true true true true true false NY X X X ROKSOLANA GERAMITA 8454523077 80 WASHINGTON STREET POUGHKEEPSIE NY 12601 WILLIAM A BRENNERCPA VICE CHAIR/T 1.00 X X 0 0 0 JOHN GIFFORD ESQ VICE CHAIR/S 1.00 X X 0 0 0 ROBERT BUTTS ESQ ASSISTANT SE 1.00 X X 0 0 0 NANCY ROSSI BROWNELL CHAIR 1.00 X X 0 0 0 SUE HARTSHORN VICE CHAIR 1.00 X X 0 0 0 JOSEPH BONURA JR VICE-CHAIR 1.00 X X 0 0 0 JEFFREY D WOOD VICE-CHAIR 1.00 X X 0 0 0 ARTHUR R UPRIGHT VICE-CHAIR 1.00 X X 0 0 0 ANN MEAGHER VICE-CHAIR 1.00 X X 0 0 0 PATRICK PAGE TRUSTEE 1.00 X 0 0 0 JOHN E MACK IV TRUSTEE 1.00 X 0 0 0 NATHANIEL S PRENTICE TRUSTEE 1.00 X 0 0 0 SANDY ARTEAGA TRUSTEE 1.00 X 0 0 0 JAMES F DAVENPORT TRUSTEE 1.00 X 0 0 0 CHARLES A FRENI TRUSTEE 1.00 X 0 0 0 KENNETH KEARNEY TRUSTEE 1.00 X 0 0 0 THOMAS J MURPHY TRUSTEE 1.00 X 0 0 0 BRENDA K SANTORO CPA TRUSTEE 1.00 X 0 0 0 SHEILA E SCOTT CPA TRUSTEE 1.00 X 0 0 0 PETER KRULEWITCH TRUSTEE 1.00 X 0 0 0 KIMBERLEY S WILLIAMS TRUSTEE 1.00 X 0 0 0 ELLEN L BAKER ESQ TRUSTEE 1.00 X 0 0 0 STEVEN R TINKELMAN TRUSTEE 1.00 X 0 0 0 ELEANOR CHARWAT TRUSTEE 1.00 X 0 0 0 ANDREA REYNOLDS PRESIDENT & 40.00 X 133513 0 7722 EMILY ROBISCH CFO 40.00 X 76950 0 5336 JENNIFER KILLIAN VP PROGRAMS 40.00 X 63012 0 3419 KEVIN QUILTY VP ULSTER 40.00 X 63012 0 6352 SALLY CROSS INTERIM PRES 40.00 X 44075 0 2255 380562 25084 1 false false false 339781 7302460 7642241 ADMINISTRATIVE FEES 57100 57100 57100 1373727 1373727 113351 94589 18762 18762 18762 152471 339781 114045 38426 9130256 75862 1373727 2814311 2814311 305705 305705 393930 295448 39394 59088 88559 66419 8855 13285 6883 5163 688 1032 29305 21978 2931 4396 38169 28627 3817 5725 25805 25805 52230 52230 79797 59847 7980 11970 47672 35754 4767 7151 2214 2214 10840 10840 6698 5023 670 1005 3571 3571 PUBLIC RELATIONS 62938 37133 25805 COMPUTER EXPENSE 20308 20308 COMPUTER SUPPORT 19868 19868 POSTAGE 7696 5772 770 1154 3923 2943 392 588 4020422 3646990 242233 131199 884725 899739 1540367 2803407 1189109 667695 22936 22924 79424 66214 19908 13210 44977662 49648426 671847 688943 49306554 54744344 24876 2909 587960 1110294 962562 512390 6694766 7545734 8270164 9171327 X 18300970 18211447 2083721 3161648 20651699 24199922 41036390 45573017 49306554 54744344 5109834 -573207 X false true X true false X 1914411 2269557 5689714 4733783 7642241 22249706 1914411 2269557 5689714 4733783 7642241 22249706 5612255 16637451 611861 616288 780533 962104 1373727 4344513 26594219 209571 0.62560 0.83510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 103 1171410 1408691 13677818 true true 25760346 5535662 514144 1032750 421828 30355574 21858683 1566145 3881084 1101532 444034 25760346 16587003 3896699 2569855 824463 370411 21858683 17336516 563874 -376048 649857 287482 16587003 14425747 702472 3118278 549190 360791 17336516 0.14000 0.80000 0.06000 false false 79424 66214 13210 13210 AGENCY ENDOWMENTS 7545734 7545734 X 8618864 -573207 114045 -459162 9078026 52230 52230 9130256 4082237 114045 114045 3968192 52230 52230 4020422 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 GARDEN PARTY EV 166603 135711 30892 JDM FUND 64464 61102 3362 10349 12 259740 142199 117541 103696 490807 339012 151795 114045 114045 37750 true SEE ATTACHED SCHEDULE 2814311 SEE ATTACHED SCHEDUL SEE ATTACHED SCHEDULE 305705 SCHEDULE I, PAGE 4, PART IV 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. 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 COMMUNITY FOUNDATIONS REAL ESTATE LLC 80 WASHINGTON STREET SUITE 201 POUGHKEEPSIE NY 12601 472901304 REAL ESTAT NY COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY FOUNDATION FOR COMMUNITY HEALTH INC 478 CORNWALL BRIDGE ROAD SHARON CT 06069 200057897 GRANTS CT 501C3 11A NA false false false false false false false false false false false false false false false false false false false false