2023-05-09T10:02:20-05:00 2022-06-30 141555429 UHY ADVISORS NY INC ONE HUDSON CITY CENTRE SUITE 204 HUDSON NY 12534 990 2021-07-01 061551843 COMMUNITY FOUNDATION OF ORANGE AND SULLI COMM 8457699393 30 SCOTTS CORNER DRIVE 203 MONTGOMERY NY 12549 RICHARD SHAPIRO CHAIRMAN 8457699393 2023-05-09 1 RICHARD SHAPIRO XXX-XX-XXXX N THERESE WOLFE P00748483 5188281565 2023-05-09 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z COMMUNITY FOUNDATION OF ORANGE AND SULLIVAN COUNTIES RICHARD SHAPIRO 30 SCOTTS CORNERS DRIVE MONTGOMERY NY 12549 11193307 0 X WWW.CFOSNY.ORG X 1999 NY THE FOUNDATION'S MISSION IS TO ENABLE CHARITABLE INDIVIDUALS AND ORGANIZATIONS TO BECOME MEANINGFUL DONORS BY PROVIDING TRUSTED SUPPORT AND EXPERTISE FOR THEIR CONTRIBUTIONS TO MAKE A DIFFERENCE IN OUR COMMUNITY, NOW AND FOREVER. 27 27 7 50 0 0 5985926 3806602 88095 94129 2898442 2663637 115095 109622 9087558 6673990 3484456 3829538 0 0 438653 465127 0 0 230042 404778 586770 4327887 4881435 4759671 1792555 44723464 41919329 10107799 12296383 34615665 29622946 THE FOUNDATION'S MISSION IS TO ENABLE CHARITABLE INDIVIDUALS AND ORGANIZATIONS TO BECOME MEANINGFUL DONORS BY PROVIDING TRUSTED SUPPORT AND EXPERTISE FOR THEIR CONTRIBUTIONS TO MAKE A DIFFERENCE IN OUR COMMUNITY, NOW AND FOREVER. 0 0 4425922 3829538 227257 THE ORGANIZATION PROVIDES CHARITABLE GIVING SERVICES TO DONORS AND ACTS AS A CLEARING HOUSE FOR LONG TERM FUND MANAGEMENT AND DISTRIBUTION TO NOT-FOR-PROFIT ORGANIZATIONS AND OTHER CHARITABLE ENDEAVORS. 4425922 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X X ELIZABETH ROWLEY 8457699393 30 SCOTTS CORNERS DRIVE MONTGOMERY NY 12549 JAY ANTHONY DIRECTOR 2.00 X 0 0 0 DAVID APPS TREASURER 2.00 X X 0 0 0 MICHAEL BONURA IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 WILLIAM BRATTON DIRECTOR 2.00 X 0 0 0 CHRISTOPHER CORALLO CHAIR ELECT 2.00 X X 0 0 0 MOLLY CRIST DIRECTOR 2.00 X 0 0 0 SARITA BHANDARKAR DIRECTOR 2.00 X 0 0 0 ERIC FUENTES DIRECTOR 2.00 X 0 0 0 GERALD N JACOBOWITZ ESQ DIRECTOR 2.00 X 0 0 0 GEORGE KINNE DIRECTOR 2.00 X 0 0 0 BARRY LEWIS DIRECTOR 2.00 X 0 0 0 WAYNE MARTIN DIRECTOR 2.00 X 0 0 0 TIM MCCAUSLAND ESQ PAST CHAIRMAN 2.00 X X 0 0 0 DAVID MISTRETTA ASSISTANT TREASURER 2.00 X X 0 0 0 BONNIE ORR SECOND VICE CHAIR 2.00 X X 0 0 0 RICHARD SHAPIRO ESQ CHAIRMAN 2.00 X X 0 0 0 GARY SIEGEL SECRETARY 2.00 X X 0 0 0 GERALD SKODA DIRECTOR 2.00 X 0 0 0 MAGGIE SMITH FIRST VICE CHAIR 2.00 X X 0 0 0 RJ SMITH DIRECTOR 2.00 X 0 0 0 JOSH SOMMERS DIRECTOR 2.00 X 0 0 0 DERRIK WYNKOOP DIRECTOR 2.00 X 0 0 0 INAUDY GIL DIRECTOR 2.00 X 0 0 0 ELIZABETH ROWLEY PRESIDENT AND CEO 65.00 X X 123997 0 0 JONATHAN GATSIK DIRECTOR 2.00 X 0 0 0 SHEILA LEASE DIRECTOR 2.00 X 0 0 0 MEGHAN TAYLOR DIRECTOR 2.00 X 0 0 0 123997 0 0 1 0 0 0 0 9650 140374 3656578 192670 3806602 ADMINISTRATIVE FEES 94129 94129 94129 943451 943451 6215997 4495811 1720186 1720186 1720186 133128 23506 109622 109622 6673990 94129 0 2773259 3829538 3829538 123997 24799 86798 12400 263068 75838 37063 150167 15114 3930 4836 6348 32326 8405 10344 13577 30622 7962 9799 12861 28705 594 27151 960 169798 169798 15711 7070 6285 2356 51151 35539 9926 5686 31607 12643 9482 9482 1744 436 785 523 4029 439 391 3199 1296 584 518 194 9466 7100 2366 DONOR INITIATED EVENTS 197989 194785 3204 COMPUTER SOFTWARE 34230 21300 8178 4752 PRINTING AND PUBLICATIO 11190 4476 4476 2238 BAD DEBT 11089 11089 18765 9597 7073 2095 4881435 4425922 225471 230042 155267 242562 3179960 2060225 500 2507 19552 16525 4323 3027 41364332 39611008 19082 0 44723464 41919329 20642 38324 48535 140374 9946783 12209524 10107799 12296383 X 11640176 9631930 22975489 19991016 34615665 29622946 44723464 41919329 1792555 -6785274 0 X 0 1 X 1 0 X 3842914 4608532 4397280 5985926 3806602 22641254 3842914 4608532 4397280 5985926 3806602 22641254 22641254 445257 803274 514877 586563 943451 3293422 482119 696206 610379 208094 227257 2224055 28158731 0.80410 0.81840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56 686676 1757426 7865413 1 1 20700680 708673 -2644430 2122211 16642712 16558703 704273 4098639 660935 20700680 22992860 4298190 829137 2138977 751268 281793 24948149 21102453 4577105 1444037 2862647 988396 279692 22992860 17738039 3684941 1473607 998663 449233 346238 21102453 0.06500 0.93500 0 0 5596 5596 0 13956 10929 3027 3027 DUE TO ROCKLAND COMMUNITY FOUNDATION 5733592 AGENCY ENDOWMENTS 6442698 OBLIGATION UNDER SPLIT-INTEREST AGREEMENT 33234 12209524 X -257576 -6785274 23506 -6761768 6504192 169798 169798 6673990 4735143 23506 23506 4711637 169798 169798 4881435 PART X, LINE 2: THE FOUNDATION HAS EVALUATED ANY UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND DETERMINED UNCERTAIN POSITIONS, IF ANY, ARE NOT MATERIAL TO THE FINANCIAL STATEMENTS, ACCORDING TO FASB ASC 740-10. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN OPERATING EXPENSES, IF INCURRED. NONE OF THE FOUNDATION'S RETURNS ARE CURRENTLY UNDER EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING COSTS $23,506 23,506. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES $23,506 23,506. ANNUAL RECEPTION 133128 133128 23506 133128 133128 23506 23506 109622 1 ALBANY COLLEGE OF PHARMACY & HEALTH SCIENCES 106 NEW SCOTLAND AVE ALBANY NY 12208 141423161 9750 0 SCHOLARSHIPS A SINGLE BITE PO BOX 595 YOUNGSVILLE NY 12791 061551843 40250 0 PROGRAM SUPPORT AGUADAS ACHIM OF LIVINGSTON MANOR INC 3 CALIFORNIA AVE LIBERTY NY 12754 145962600 7300 0 PROGRAM SUPPORT AJ WILLIAMS-MYERS AFRICAN ROOTS COMMUNITY CENTER 43 GILL STREET KINGSTON NY 12401 371793041 20000 0 PROGRAM SUPPORT BINGHAMTON UNIVERSITY PO BOX 6003 BINGHAMTON NY 13902 371763665 7750 0 SCHOLARSHIP ALTUCARE PRIMARY MEDICAL CARE 347 FULLERTON AVE NEWBURGH NY 12550 133239683 5496 0 PROGRAM SUPPORT ARIZONA STATE UNIVERSITY ARIZONA STATE UNIVERSITY TEMPE AZ 85287 860196696 5500 0 SCHOLARSHIPS BABY STEPS BABY PANTRY 186 FULLERTON AVE NEWBURGH NY 12550 833884250 19500 0 PROGRAM SUPPORT BAYLOR UNIVERSITY ONE BEAR PLACE WACO TX 76798 741159753 10000 0 SCHOLARSHIPS CORNELL COOPERATIVE EXTENSION OF ORANGE COUNTY 18 SEWARD AVE STE 300 MIDDLETOWN NY 10940 146036889 30313 0 PROGRAM SUPPORT CORNELL UNIVERSITY 203 DAY HALL ITHACA NY 14853 150532082 7950 0 SCHOLARSHIPS DENIZEN THEATER 10 MAIN STREET STE 501 NEW PALTZ NY 12561 823737389 22500 0 PROGRAM SUPPORT CORNERSTONE FAMILY HEALTH CENTER 2570 ROUTE 9W SUITE 10 CORNWALL NY 12518 061036715 503000 0 PROGRAM SUPPORT BETHEL WOODS CENTER FOR THE ARTS PO BOX 222 LIBERTY NY 12754 454083198 16000 0 PROGRAM SUPPORT ELLENVILLE REGIONAL HOSPITAL 10 HEALTHY WAY ELLENVILLE NY 12428 134111638 25000 0 PROGRAM SUPPORT BRAESIDE CAMP PO BOX 685 GOSHEN NY 10924 141422081 15000 0 CAPITAL PROJECT CENTER FOR CREATIVE EDUCATION 15 RAILROAD AVENUE KINGSTON NY 12401 943152269 15500 0 PROGRAM SUPPORT FASHION INSTITUTE OF TECHNOLOGY 227 WEST 27TH STREET NEW YORK NY 10001 135675757 6750 0 SCHOLARSHIP FEARLESS HUDSON VALLEY PO BOX 549 NEWBURGH NY 12550 141679391 10000 0 PROGRAM SUPPORT COUNTRY KIDS FOOD PANTRY 2 FATHER TIERNEY DR WASHINGTONVILLE NY 10992 451808185 7300 0 PROGRAM SUPPORT GARNET HEALTH MEDICAL CENTER 707 EAST MAIN STREET MIDDLETOWN NY 10940 141364536 123500 0 PROGRAM SUPPORT FIELD AND FORK NETWORK 487 MAIN STREET SUITE 200 BUFFALO NY 14203 264287659 10000 0 PROGRAM SUPPORT HABITAT FOR HUMANITY OF GREATER NEWBURGH PO BOX 1694 NEWBURGH NY 12550 141815690 6310 0 PROGRAM SUPPORT HUDSON VALLEY CANCER RESOURCE CENTER 100 WARD STREET MONTGOMERY NY 12549 453619585 15500 0 PROGRAM SUPPORT HUDSON VALLEY HEALING CENTER 51 SPRINGSIDE AVE POUGHKEEPSIE NY 12603 237026859 10500 0 PROGRAM SUPPORT GIFTED CHILDREN INC PO BOX 342 BULLVILLE NY 10915 832464781 13500 0 PROGRAM SUPPORT HISTORIC HUGUENOT STREET 81 HUGUENOT STREET NEW PALTZ NY 12561 146030196 28000 0 PROGRAM SUPPORT ITHACA COLLEGE 953 DANBY ROAD ITHACA NY 14850 150532204 29000 0 SCHOLARSHIP HISTORICAL SOCIETY OF NEWBURGH BAY AND THE HIGHLANDS 189 MONTGOMERY STREET NEWBURGH NY 12550 146026962 20810 0 PROGRAM SUPPORT LIBERTY ROTARY CLUB 3 CALIFORNIA AVE LIBERTY NY 12754 821743241 25941 0 SCHOLARSHIPS MAKE A WISH HUDSON VALLEY 832 SOUTH BROADWAY TARRYTOWN NY 10591 133344306 7000 0 PROGRAM SUPPORT MUSEUM VILLAGE 1010 ROUTE 17M MONROE NY 10950 141368612 8000 0 PROGRAM SUPPORT KIDS FOR KIDS FOUNDATION 5322 AVENUE N BROOKLYN NY 11234 455617961 22500 0 PROGRAM SUPPORT LEGAL SERVICES OF THE HUDSON VALLEY 1 CORWIN COURT NEWBURGH NY 12550 136265606 50000 0 PROGRAM SUPPORT MANHATTAN COLLEGE 4513 MANHATTAN COLLEGE PARKWAY RIVERDALE NY 10471 131740468 7500 0 SCHOLARSHIP MONTICELLO NY KIWANIS FOUNDATION PO BOX 8002 ROCK HILL NY 12775 141827236 5500 0 SCHOLARSHIP OHSU FOUNDATION PO BOX 29017 PORTLAND OR 97296 237083114 38854 0 PROGRAM SUPPORT ORANGE COUNTY LAND TRUST 50 OGDEN DRIVE UNIT A NEW WINDSOR NY 12553 133692034 8280 0 COVID-19 RESPONSE ORANGE COUNTY ARTS COUNCIL 45 ST JOHN STREET GOSHEN NY 10924 208471031 13557 0 PROGRAM SUPPORT PENNSYLVANIA STATE UNIVERSITY 314 SHIELDS BUILDING UNIVERSITY PARK PA 16802 246000376 6000 0 SCHOLARSHIPS ROCHESTER INSTITUE OF TECHNOLOGY 25 LOMB MEMORIAL DRIVE ROCHESTER NY 14623 160743140 21625 0 SCHOLARSHIPS MOUNT SAINT MARY COLLEGE 330 POWELL AVENUE NEWBURGH NY 12550 141468399 40500 0 SCHOLARSHIPS ROTARY DISTRICT 6710 FOUNDATION INC 7906 WESTOVER DRIVE PROSPECT KY 40059 6000 0 DISASTER RELIEF NEW YORK UNIVERSITY 383 LAFAYETTE STREET NEW YORK NY 10012 5200 0 SCHOLARSHIPS NORA CRONIN PRESENTATION ACADEMY 69 BAY VIEW TERRACE NEWBURGH NY 12550 352272987 115641 0 PROGRAM SUPPORT PETS ALIVE 363 DERBY ROAD MIDDLETOWN NY 10940 112975276 6000 0 PROGRAM SUPPORT SULLIVAN 180 INC PO BOX 311 LIBERTY NY 12754 813451349 193841 0 PROGRAM SUPPORT SULLIVAN COUNTY SOCIETY BOCES 15 SULLIVAN AVE LIBERTY NY 12754 320252836 52284 0 PROGRAM SUPPORT SUN RIVER HEALTH 1037 MAIN STREET PEEKSKILL NY 10566 200151252 18000 0 VACCINATION EVENT SUNY ALBANY 1400 WASHINGTON AVENUE ALBANY NY 12222 161514621 8375 0 SCHOLARSHIPS SUNY BINGHAMTON 4400 VESTAL PARKWAY EAST BINGHAMTON NY 13902 130827234 11000 0 SCHOLARSHIP SUNY CORTLAND STUDENT ACCOUNTS OFFICE CORTLAND NY 13045 202627486 26850 0 SCHOLARSHIP SUNY ORANGE 115 SOUTH STREET MIDDLETOWN NY 10940 141418021 33123 0 SCHOLARSHIP SUNY OSWEGO 4060 ROUTE 104 OSWEGO NY 13126 150543477 23250 0 SCHOLARSHIPS SUNY ORANGE FOUNDATION 115 SOUTH STREET MIDDLETOWN NY 10940 133219917 7500 0 PROGRAM SUPPORT SUNY SULLIVAN 112 COLLEGE ROAD LOCK SHELDRAKE NY 12759 146025111 11250 0 SCHOLARSHIP SUNY DELHI 454 DELHI DRIVE DELHI NY 13753 166064711 6250 0 SCHOLARSHIP SYRACUSE UNIVERSITY BURSAR OPERATIONS SYRACUSE NY 13244 150532081 13250 0 SCHOLARSHIPS TEMPLE SINAI ENDOWMENT 75 HIGHLAND AVE MIDDLETOWN NY 10940 141436846 45071 0 PROGRAM SUPPORT SUNY ONEONTA 108 RAVINE PARKWAY ONEONTA NY 13820 161514621 5600 0 PROGRAM SUPPORT PLANNED PARENTHOOD OF GREATER NEW YORK 178 CHURCH ST POUGHKEEPSIE NY 12601 132621497 20000 0 PROGRAM SUPPORT QUINNIPIAC UNIVERSITY 275 MOUNT CARMEL AVENUE HAMDEN CT 06518 060646701 5500 0 SCHOLARSHIP RECORD PEOPLE FOR PEOPLE FUND INC PO BOX 249 MIDDLETOWN NY 10940 061157518 61000 0 PROGRAM SUPPORT RUPCO INC 289 FAIR STREET KINGSTON NY 12401 222368174 25000 0 PROGRAM SUPPORT UNIVERSITY OF VERMONT 333 WARERMAN BUILDING BURLINGTON VT 05405 5150 0 SCHOLARSHIP THEATRE WITHIN 68-20 SELFRIDGE STREET FOREST HILLS NY 11375 141964578 6000 0 PROGRAM SUPPORT TOWN OF WALLKILL BOYS AND GIRLS CLUB INC PO BOX 14 CIRCLEVILLE NY 10919 133741014 16000 0 PROGRAM SUPPORT TOWN OF NEW PALTZ 52 CLEARWATER ROAD NEW PALTZ NY 12561 146002334 10273 0 CAPITAL PROJECT - PLAYGROUND TRUSTEES OF COLUMBIA UNIVERSITY 516 WEST 168TH STREET NEW YORK NY 10032 135598093 19500 0 PROGRAM SUPPORT ULSTER LITERACY ASSOCIATION 480 AARON CT KINGSTON NY 12401 222484450 20000 0 PROGRAM SUPPORT UNIVERSITY AT BUFFALO 1 CAPEN HALL BUFFALO NY 14260 161514621 14000 0 SCHOLARSHIP UNIVERSITY AT ALBANY 1400 WASHINGTON AVENUE ALBANY NY 12222 161514621 15850 0 SCHOLARSHIP ULSTER COMMUNITY COLLEGE FOUNDATION INC PO BOX 557 STONE RIDGE NY 12484 141796265 25400 0 SCHOLARSHIP WORKER JUSTICE CENTER OF NEW YORK 9 MAIN STREET KINGSTON NY 12401 161155130 30000 0 PROGRAM SUPPORT VICTORY HILL THERAPEUTIC HORSEMANSHIP 1138 MOUNTAIN ROAD PORT JERVIS NY 12771 850998081 43000 0 PROGRAM SUPPORT VALLEY CENTRAL SCHOOL DISTRICT 944 ROUTE 17K MONTGOMERY NY 12549 146012251 8000 0 STEAM INITIATIVE WILD EARTH 2307 LUCAS TURNPIKE HIGH FALLS NY 12440 201675636 50500 0 PROGRAM SUPPORT WARWICK AREA FARMWORKER ORGANIZATION PO BOX 607 GOSHEN NY 10924 854221804 20000 0 PROGRAM SUPPORT WALLKILL VALLEY LAND TRUST 40 SUNSET RIDGE SUITE 220 NEW PALTZ NY 12561 222867070 7500 0 PROGRAM SUPPORT YWCA ULSTER COUNTY 209 CLINTON AVE KINGSTON NY 12401 141338443 25000 0 PROGRAM SUPPORT YMCA OF MIDDLETOWN 81 HIGHLAND AVE MIDDLETOWN NY 10940 141340134 7500 0 PROGRAM SUPPORT YERIK ISRAEL TONEY FOUNDATION PO BOX 1452 MONTICELLO NY 12701 472609714 15000 0 PROGRAM SUPPORT RURAL & MIGRANT MINISTRY INC PO BOX 4757 POUGHKEEPSIE NY 12602 222527596 62000 0 PROGRAM SUPPORT SIENA COLLEGE 515 LOUDON ROAD ALBANY NY 12211 141338498 10250 0 SCHOLARSHIP ST LUKE'S CORNWALL HEALTH SYSTEM FOUNDATION 70 DUBOIS STREET NEWBURGH NY 12550 223026263 50000 0 PROGRAM SUPPORT STORM KING ART CENTER 1 MUSEUM ROAD NEW WINDSOR NY 12553 141457573 5500 0 PROGRAM SUPPORT THE INSTITUTE FOR FAMILY HEALTH THE INSTITUTE FOR FAMILY HEALTH NEW PALTZ NY 12561 133273402 37816 0 PROGRAM SUPPORT THE NEWBURGH FREE LIBRARY 124 GRAND STREET NEWBURGH NY 12550 146001726 50000 0 PROGRAM SUPPORT THE SIEGEL FAMILY MUSIC & ARTS ENDOWMENT 30 SCOTTS CORNER DR SUITE 203 MONTGOMERY NY 12549 956069269 9100 0 PROGRAM SUPPORT X 8 192670 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FEDERAL FORM 990 WILL BE GIVEN TO EACH MEMBER OF THE GOVERNING BODY DURING THEIR BOARD MEETING. EACH MEMBER WILL HAVE THE OPPORTUNITY TO REVIEW THE FEDERAL FORM 990 AND VOTE ON ITS APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE GOVERNING BODY ARE REQUIRED ON AN ANNUAL BASIS TO FILE WITH THE ORGANIZATION AN ANNUAL DISCLOSURE STATEMENT SHOWING ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT AND CEO'S SALARY AS PART OF THE BUDGET PREPARATION PROCESS IN THE SPRING OF EACH YEAR. THE EXECUTIVE COMMITTEE VOTES TO ADOPT THE SALARY IN A DRAFT BUDGET PRIOR TO THE DRAFT BUDGET BEING PRESENTED TO THE FULL BOARD OF DIRECTORS AT THE MAY BOARD MEETING. IF THE FULL BOARD OF DIRECTORS APPROVES THE DRAFT BUDGET INCLUDING THE PRESIDENT AND CEO'S SALARY, THE SALARY IS EFFECTIVE ON THE 1ST OF JULY. THE SALARY LEVEL IS DETERMINED TAKING INTO ACCOUNT 1) COMPARATIVE INDUSTRY SALARY DATA, 2) COST OF LIVING, 3) THE ECONOMY AS A WHOLE, AND 4) THE FOUNDATION'S FINANCIAL SITUATION AS A WHOLE FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IRS FORM 990 IS AVAILABLE ON THE FOUNDATION'S WEBSITE AND GUIDESTAR'S WEBSITE.