2014-02-07T14:25:44-06:00 2013-06-30 SEDORE & COMPANY CPA'S PC 2678 SOUTH ROAD SUITE 101 POUGHKEEPSIE NY 126015254 990 2012-07-01 237026859 COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY INC COMM 8454523077 80 WASHINGTON STREET-SUITE 201 POUGHKEEPSIE NY 12601 ANDREA L REYNOLDS 8454523077 2014-01-20 true JAMES F LETTERIO CPA 8454855510 2014-02-07 2012 2015-11-30 17:44:51Z ANDREA L REYNOLDS PRESIDENT CEO 80 WASHINGTON STREET-SUITE 201 POUGHKEEPSIE NY 12601 14750879 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. 23 23 12 150 0 2269557 5689714 51688 49916 632414 895641 139212 69507 3092871 6704778 1900351 2353850 0 527828 485866 0 116753 441525 282806 2869704 3122522 223167 3582256 33258296 40821833 5830533 6658697 27427763 34163136 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 2579881 2353850 49916 GRANTMAKING - ADMINISTRATION OF CHARITABLE FUNDS TO MEET COMMUNITY NEEDS. 189866 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. 36164 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. 2805911 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 true false false false false false false false false true 23 0 12 true false false false false false true true false false false false false false false false false X 23 23 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 CFO 8454523077 80 WASHINGTON STREET POUGHKEEPSIE NY 12601 ANDREA REYNOLDS 40.00 X X 127173 0 8208 LISETTE HOLMES 40.00 X X 72917 0 6846 CHRISTINE KANE 40.00 X X 70292 0 4998 SUE HARTSHORN 1.00 X X 0 0 0 NANCY ROSSI BROWNELL 1.00 X X 0 0 0 PATRICK PAGE 1.00 X 0 0 0 JOSEPH BONURA JR 1.00 X X 0 0 0 JOHN E MACK IV 1.00 X 0 0 0 TIMOTHY DEAN 1.00 X X 0 0 0 SANDY ARTEAGA 1.00 X 0 0 0 ROBERT BUTTS ESQ 1.00 X X 0 0 0 STEPHEN DIAMOND ESQ 1.00 X 0 0 0 MATTHEW MARRONE 1.00 X X 0 0 0 JOHN GIFFORD ESQ 1.00 X X 0 0 0 CLARA LOU GOULD 1.00 X 0 0 0 THOMAS MURPHY 1.00 X 0 0 0 ANN MEAGHER 1.00 X X 0 0 0 LORRAINE ROBERTS 1.00 X 0 0 0 SHEILA SCOTT CPA 1.00 X 0 0 0 STEVEN TINKELMAN 1.00 X X 0 0 0 PETER KRULEWITCH 1.00 X 0 0 0 ARTHUR UPRIGHT 1.00 X X 0 0 0 KIMBERLEY WILLIAMS 1.00 X 0 0 0 ELLEN BAKER ESQ 1.00 X 0 0 0 FREDERICK H OSBORN III 1.00 X 0 0 0 JEFFREY D WOOD 1.00 X 0 0 0 270382 20052 1 false false false 462735 5226979 1083805 5689714 ADMINISTRATIVE FEES 49916 49916 49916 780533 780533 8054620 7939512 115108 115108 115108 176096 462735 106589 69507 6704778 165024 780533 2078692 2078692 275158 275158 270382 202787 27038 40557 143863 107897 14386 21580 6955 5216 696 1043 30899 23174 3090 4635 33767 25325 3377 5065 766 766 45401 45401 48901 36676 4890 7335 45125 33843 4513 6769 2094 2094 16315 16315 7282 5462 728 1092 3680 3680 PUBLIC RELATIONS 66513 39243 27270 COMPUTER SUPPORT 18550 18550 FIMS ANNUAL CONTRACT EXP 14919 14919 POSTAGE 5818 4363 582 873 7442 6552 356 534 3122522 2805911 199858 116753 791725 959504 1070274 1468638 19 11070 15223 25639 76899 52997 30543 23902 30607490 37587339 743022 745741 33258296 40821833 14024 99491 475444 610000 123680 82635 5217385 5866571 5830533 6658697 X 12996847 14479488 1471382 1892280 12959534 17791368 27427763 34163136 33258296 40821833 3582256 3153117 X false true X true false X 3283694 2605441 1914411 2269557 5689714 15762817 3283694 2605441 1914411 2269557 5689714 15762817 15762817 572552 427629 611861 616288 780533 3008863 18771680 226012 0.83970 0.78210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84 1780539 727024 10944357 true true 16587003 3896699 2569855 824463 370411 21858683 17336516 563874 -376048 649857 287482 16587003 14425747 702472 3118278 549190 360791 17336516 10560810 3473231 1260912 717647 151559 14425747 0.16000 0.81000 0.03000 false false 76899 52997 23902 23902 AGENCY ENDOWMENTS 5866571 5866571 X 9964484 3153117 106589 3259706 6704778 6704778 3229111 106589 106589 3122522 3122522 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. SENATOR SALAND 192315 170685 21630 15040 GARDEN PARTY EV 174680 138990 35690 10 260097 153060 118776 91549 627092 462735 176096 106589 106589 69507 true SEE ATTACHED SCHEDULE 2078692 SEE ATTACHED SCHEDUL SEE ATTACHED SCHEDULE 222 275158 ADDITIONAL INFORMATION 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. X 1 960319 X 1 123486 false false false 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