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 and are on file with the New York State Attorney General. You can access the New York State Attorney General’s Charities Bureau website by clicking here or calling 212-416-8686.
Investment Strategy and Returns
CFHV offers investment options to meet your philanthropic goals. Donors may choose from several different investment alternatives for their funds.
Financial Statements & Form 990
We are pleased to offer our Financial Statements which include the independent auditor’s report from PKF O’Connor Davies.
The Internal Revenue Service (IRS) Federal Form 990 for Community Foundations of the Hudson Valley is available for
your review here and on Guidestar.
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 Community Foundations of the Hudson Valley is generally 1% of the fund balance and declines
on funds over $1 million. Fees are assessed quarterly and vary based on the type of fund established.
For more information, please contact us.
