Financial Information

The Community Foundations of the Hudson Valley is a 501(c)(3) that transparently and responsibly manages individual, family, corporate, community and nonprofit funds. Accordingly, our federal tax return and audited financial statements are posted below and are on file with the New York State Attorney General.

Audit

We are pleased to offer our financial statements, which include the independent auditor's report from PKF O'Connor Davies.

Form 990

The Internal Revenue Service (IRS) Federal Form 990 for the Community Foundations is available for your review here and on Guidestar.

Investment Strategy and Returns

Donors may choose from several different investment alternatives for their funds.  Our endowment pool, our socially responsible investment pool, money market fund or CDs.  Funds over $500,000 may use an outside investment adviser.  Please click here for information on our investment strategy and here for our investment returns.

Fees

All earnings are posted to funds net of investment fees. The current investment fees range from 35-38 basis points.

The annual administrative fee for the Community Foundation is generally 1% of the fund balance and declines on funds over $1 million. Fees are assessed quarterly and vary based on type of fund established. For more information, please contact us.

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