COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY (EIN 23-7026859)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-07
- IRS object ID
- 201400389349301570
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2014-02-07T14:25:44-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEDORE & COMPANY CPA'S PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2678 SOUTH ROAD SUITE 101 | AddressLine1 |
| City | POUGHKEEPSIE | City |
| State | NY | State |
| ZIP Code | 126015254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237026859 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATIONS OF THE HUDSON | BusinessNameLine1 |
| Business Name Line2 | VALLEY INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 8454523077 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 WASHINGTON STREET-SUITE 201 | AddressLine1 |
| City | POUGHKEEPSIE | City |
| State | NY | State |
| ZIP Code | 12601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREA L REYNOLDS | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 8454523077 | Phone |
| Date Signed | 2014-01-20 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES F LETTERIO CPA | Name |
| Phone | 8454855510 | Phone |
| Date Prepared | 2014-02-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANDREA L REYNOLDS PRESIDENT CEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 WASHINGTON STREET-SUITE 201 | AddressLine1 |
| City | POUGHKEEPSIE | City |
| State | NY | State |
| ZIP Code | 12601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14750879 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://CFHVNY.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2269557 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5689714 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 51688 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 49916 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 632414 | InvestmentIncomePriorYear |
| Investment Income Current Year | 895641 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 139212 | OtherRevenuePriorYear |
| Other Revenue Current Year | 69507 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3092871 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6704778 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1900351 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2353850 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 527828 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 485866 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 116753 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 441525 | OtherExpensePriorYear |
| Other Expenses Current Year | 282806 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2869704 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3122522 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 223167 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3582256 | RevenuesLessExpensesCY |
| Total Assets BOY | 33258296 | TotalAssetsBOY |
| Total Assets EOY | 40821833 | TotalAssetsEOY |
| Total Liabilities BOY | 5830533 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6658697 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27427763 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 34163136 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2579881 | Expense |
| Grants | 2353850 | Grants |
| Revenue | 49916 | Revenue |
| Description | GRANTMAKING - ADMINISTRATION OF CHARITABLE FUNDS TO MEET COMMUNITY NEEDS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 189866 | Expense |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 36164 | Expense |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2805911 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 23 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8454523077 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 WASHINGTON STREET | AddressLine1 |
| City | POUGHKEEPSIE | City |
| State | NY | State |
| ZIP Code | 12601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ANDREA REYNOLDS | ||||||
| PRESIDENT & | 40.00 | X | X | 127173 | 0 | 8208 |
| LISETTE HOLMES | ||||||
| CFO | 40.00 | X | X | 72917 | 0 | 6846 |
| CHRISTINE KANE | ||||||
| VP DUTCHESS | 40.00 | X | X | 70292 | 0 | 4998 |
| SUE HARTSHORN | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| NANCY ROSSI BROWNELL | ||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| PATRICK PAGE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH BONURA JR | ||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JOHN E MACK IV | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TIMOTHY DEAN | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| SANDY ARTEAGA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT BUTTS ESQ | ||||||
| ASSISTANT SE | 1.00 | X | X | 0 | 0 | 0 |
| STEPHEN DIAMOND ESQ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MATTHEW MARRONE | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JOHN GIFFORD ESQ | ||||||
| VICE CHAIR/S | 1.00 | X | X | 0 | 0 | 0 |
| CLARA LOU GOULD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS MURPHY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANN MEAGHER | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| LORRAINE ROBERTS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SHEILA SCOTT CPA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEVEN TINKELMAN | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| PETER KRULEWITCH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ARTHUR UPRIGHT | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| KIMBERLEY WILLIAMS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ELLEN BAKER ESQ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FREDERICK H OSBORN III | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY D WOOD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 270382 | TotalReportableCompFromOrg |
| Total Other Compensation | 20052 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Fundraising Events | 462735 | FundraisingEvents |
| All Other Contributions | 5226979 | AllOtherContributions |
| Noncash Contributions | 1083805 | NoncashContributions |
| Total Contributions | 5689714 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES | Description |
| Total Revenue Column | 49916 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49916 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 49916 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 780533 | TotalRevenueColumn |
| Exclusion | $780,533 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8054620 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7939512 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 115108 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 115108 | TotalRevenueColumn |
| Related Or Exempt Function Income | 115108 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 176096 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 462735 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 106589 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69507 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6704778 | TotalRevenueColumn |
| Related Or Exempt Function Income | 165024 | RelatedOrExemptFunctionIncome |
| Exclusion | $780,533 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2078692 | Total |
| Program Services | 2078692 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275158 | Total |
| Program Services | 275158 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270382 | Total |
| Program Services | 202787 | ProgramServices |
| Management And General | 27038 | ManagementAndGeneral |
| Fundraising | 40557 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143863 | Total |
| Program Services | 107897 | ProgramServices |
| Management And General | 14386 | ManagementAndGeneral |
| Fundraising | 21580 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6955 | Total |
| Program Services | 5216 | ProgramServices |
| Management And General | 696 | ManagementAndGeneral |
| Fundraising | 1043 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30899 | Total |
| Program Services | 23174 | ProgramServices |
| Management And General | 3090 | ManagementAndGeneral |
| Fundraising | 4635 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33767 | Total |
| Program Services | 25325 | ProgramServices |
| Management And General | 3377 | ManagementAndGeneral |
| Fundraising | 5065 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 766 | Total |
| Program Services | 766 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45401 | Total |
| Management And General | 45401 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48901 | Total |
| Program Services | 36676 | ProgramServices |
| Management And General | 4890 | ManagementAndGeneral |
| Fundraising | 7335 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45125 | Total |
| Program Services | 33843 | ProgramServices |
| Management And General | 4513 | ManagementAndGeneral |
| Fundraising | 6769 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2094 | Total |
| Management And General | 2094 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16315 | Total |
| Management And General | 16315 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7282 | Total |
| Program Services | 5462 | ProgramServices |
| Management And General | 728 | ManagementAndGeneral |
| Fundraising | 1092 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3680 | Total |
| Management And General | 3680 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| PUBLIC RELATIONS | 66513 | 39243 | 27270 | |
| COMPUTER SUPPORT | 18550 | 18550 | ||
| FIMS ANNUAL CONTRACT EXP | 14919 | 14919 | ||
| POSTAGE | 5818 | 582 | 873 | 4363 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7442 | Total |
| Program Services | 6552 | ProgramServices |
| Management And General | 356 | ManagementAndGeneral |
| Fundraising | 534 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3122522 | Total |
| Program Services | 2805911 | ProgramServices |
| Management And General | 199858 | ManagementAndGeneral |
| Fundraising | 116753 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 791725 | BOY |
| EOY | 959504 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1070274 | BOY |
| EOY | 1468638 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19 | BOY |
| EOY | 11070 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15223 | BOY |
| EOY | 25639 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 76899 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 52997 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30543 | BOY |
| EOY | 23902 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30607490 | BOY |
| EOY | 37587339 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 743022 | BOY |
| EOY | 745741 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33258296 | BOY |
| EOY | 40821833 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14024 | BOY |
| EOY | 99491 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 475444 | BOY |
| EOY | 610000 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123680 | BOY |
| EOY | 82635 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5217385 | BOY |
| EOY | 5866571 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5830533 | BOY |
| EOY | 6658697 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12996847 | BOY |
| EOY | 14479488 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1471382 | BOY |
| EOY | 1892280 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12959534 | BOY |
| EOY | 17791368 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27427763 | BOY |
| EOY | 34163136 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33258296 | BOY |
| EOY | 40821833 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3582256 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3153117 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3283694 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2605441 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1914411 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2269557 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5689714 | CurrentTaxYear |
| Total | 15762817 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3283694 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2605441 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1914411 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2269557 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5689714 | CurrentTaxYear |
| Total | 15762817 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 15762817 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 572552 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 427629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 611861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 616288 | CurrentTaxYearMinus1Year |
| Current Tax Year | 780533 | CurrentTaxYear |
| Total | 3008863 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 18771680 | TotalSupport |
| Gross Receipts From Admissions Etc | 226012 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.83970 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78210 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 84 | NumberDAFsHeld |
| Donor Advised Contributions | 1780539 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 727024 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 10944357 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16587003 | BeginningOfYearBalance |
| Contributions | 3896699 | Contributions |
| Investment Earnings Or Losses | 2569855 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 824463 | GrantsOrScholarships |
| Administrative Expenses | 370411 | AdministrativeExpenses |
| End Of Year Balance | 21858683 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17336516 | BeginningOfYearBalance |
| Contributions | 563874 | Contributions |
| Investment Earnings Or Losses | -376048 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 649857 | GrantsOrScholarships |
| Administrative Expenses | 287482 | AdministrativeExpenses |
| End Of Year Balance | 16587003 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14425747 | BeginningOfYearBalance |
| Contributions | 702472 | Contributions |
| Investment Earnings Or Losses | 3118278 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 549190 | GrantsOrScholarships |
| Administrative Expenses | 360791 | AdministrativeExpenses |
| End Of Year Balance | 17336516 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10560810 | BeginningOfYearBalance |
| Contributions | 3473231 | Contributions |
| Investment Earnings Or Losses | 1260912 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 717647 | GrantsOrScholarships |
| Administrative Expenses | 151559 | AdministrativeExpenses |
| End Of Year Balance | 14425747 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.16000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.81000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 76899 | OtherCostOrOtherBasis |
| Depreciation | 52997 | Depreciation |
| Book Value | 23902 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 23902 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENCY ENDOWMENTS | Description |
| Amount | $5,866,571 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5866571 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 9964484 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3153117 | NetUnrealizedGainsInvestments |
| Other Revenues | 106589 | OtherRevenues |
| Revenue Not Rptd F990 | 3259706 | RevenueNotRptdF990 |
| Revenue Subtotal | 6704778 | RevenueSubtotal |
| Total Revenue Per Form990 | 6704778 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3229111 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 106589 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 106589 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3122522 | ExpensesSubtotal |
| Total Expenses Per Form990 | 3122522 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIABILITY UNDER FIN 48 FOOTNOTE | 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 VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 2D | SPECIAL EVENT EXPENSES 106,589 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | SPECIAL EVENT EXPENSES 106,589 |
| SUPPLEMENTAL FINANCIAL INFORMATION | SCHEDULE D, PAGE 4, PART XIII | 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 2010. 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 G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SENATOR SALAND | NameOfEvent1 |
| Gross Receipts Event1 | 192315 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 170685 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 21630 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 15040 | RentFacilityCostsEvent1 |
| Name Of Event2 | GARDEN PARTY EV | NameOfEvent2 |
| Gross Receipts Event2 | 174680 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 138990 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 35690 | GrossRevenueEvent2 |
| Total Number Of Other Events | 10 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 260097 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 153060 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 118776 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 91549 | RentFacilityCostsOtherEvents |
| Gross Receipts Total | 627092 | GrossReceiptsTotal |
| Charitable Contributions Total | 462735 | CharitableContributionsTotal |
| Gross Revenue Total Events | 176096 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 106589 | RentFacilityCostsTotalEvents |
| Direct Expense Summary Events | 106589 | DirectExpenseSummaryEvents |
| Net Income Summary | 69507 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 2078692 | AmountOfCashGrant |
| Purpose Of Grant | SEE ATTACHED SCHEDUL | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SEE ATTACHED SCHEDULE | TypeOfGrant |
| Number Of Recipients | 222 | NumberOfRecipients |
| Amount Of Cash Grant | 275158 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE I, PAGE 4, PART IV | ReturnReference |
| 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 960319 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 123486 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DOING BUSINESS AS | 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 |
| ORGANIZATION'S MISSION | 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. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | 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. |
| ENFORCEMENT OF CONFLICTS POLICY | 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | 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. |
| COMPENSATION PROCESS FOR OFFICERS | 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | SPECIAL EVENT EXPENSES 106,589 SPECIAL EVENT EXPENSES -106,589 |