HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC (EIN 22-2484912)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202313179349101601
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-11-13T10:47:56-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141604297PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RBT CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111 RACQUET RDAddressLine1Txt
CityNEWBURGHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222484912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HUDSON VALLEY FOUNDATION FOR YOUTHBusinessNameLine1Txt
Business Name Line2HEALTHBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHUDSBusinessNameControlTxt
Phone8453390007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3148AddressLine1Txt
CityKINGSTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIGITTE DUPREPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8458020371PhoneNum
Signature2023-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIGITTEPersonFirstNm
Person LastDUPREPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDALE M HLAVACEK CPAPreparerPersonNm
PTINP01312818PTIN
Phone8455679000PhoneNum
Preparation2023-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,412,275FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,110ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,990InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,990InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,157DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,157DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$496,381NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$737,028GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$496,381CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$528,638TotalRevAndExpnssAmt
Total Net Invst Incm$526,528TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$669AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,931AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,756OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,756OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$8,068TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,068TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$4,348OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$4,348OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,710OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$6,710OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,482TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,493TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,989TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$91,182TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,493TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$66,689TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$437,456ExcessRevenueOverExpensesAmt
Net Investment Income$502,035NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,741CashBOYAmt
Cash EOY$12,426CashEOYAmt
Cash EOYFMV$12,426CashEOYFMVAmt
Sav And Temp Cash Invst BOY$34,408SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$323,655SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$323,655SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$661PrepaidExpensesBOYAmt
Prepaid Expenses EOY$661PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$661PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$636,968CorporateStockBOYAmt
Corporate Stock EOY$634,777CorporateStockEOYAmt
Corporate Stock EOYFMV$837,883CorporateStockEOYFMVAmt
Corporate Bonds BOY$493,678CorporateBondsBOYAmt
Corporate Bonds EOY$500,311CorporateBondsEOYAmt
Corporate Bonds EOYFMV$502,584CorporateBondsEOYFMVAmt
Mortgage Loans BOY$47,073MortgageLoansBOYAmt
Mortgage Loans EOY$47,125MortgageLoansEOYAmt
Mortgage Loans EOYFMV$40,649MortgageLoansEOYFMVAmt
Other Investments BOY$283,448OtherInvestmentsBOYAmt
Other Investments EOY$433,448OtherInvestmentsEOYAmt
Other Investments EOYFMV$694,417OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$17,713LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,713LandBldgEquipAccumDeprecAmt
Total Assets BOY$1,511,977TotalAssetsBOYAmt
Total Assets EOY$1,952,403TotalAssetsEOYAmt
Total Assets EOYFMV$2,412,275TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,511,977NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,952,403NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,511,977TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,952,403TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,511,977TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,952,403TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,511,977TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$437,456ExcessRevenueOverExpensesAmt
Other Increases$2,970OtherIncreasesAmt
Subtotal$1,952,403SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,952,403TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
4 VANGUARD INTL EQUITY FTSE EMERGINGP2017-12-012022-01-12$205$176$29$29
19 VANGUARD INDEX FDS V LUE ETFP2017-12-012022-01-12$2,852$1,989$863$863
5 VANGUARD INDEX FDS V ALL-CAP ETFP2017-12-012022-01-12$1,112$733$379$379
443 TWILIO INC.P2016-08-092022-02-03$80,145$19,336$60,809$60,809
500 ADVANCED MICRO DEVICES INC,P2017-11-062022-06-08$51,196$5,978$45,218$45,218
2700 APPLE INC.P2017-09-112022-06-08$400,347$108,921$291,426$291,426
473 FREEPORT-MCMORAN INC.P2016-04-192022-06-08$20,037$5,464$14,573$14,573
125 GENERAL ELEC CO NEWP2011-03-312022-06-08$9,659$20,025-$10,366-$10,366
500 JD.COM INC SPONSOREDP2017-09-062022-06-08$33,437$20,850$12,587$12,587
1000 MICRON TECHNOLOGY INCP2017-03-242022-06-08$68,203$29,183$39,020$39,020
282 ORACLE CORPORATIONP2017-03-162022-06-08$20,099$13,108$6,991$6,991
341 TWILIO INC.P2016-08-092022-06-08$36,879$14,884$21,995$21,995
FieldValueIRS element (for citing)
Capital Gain Net Income$496,381CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,978InvestmentIncomeExciseTaxAmt
Subtotal$6,978SubtotalAmt
Tax Based On Investment Income$6,978TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$1,100ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$49EsPenaltyAmt
Tax Due$5,927TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressHTTP://WWW.HVFYH.ORGWebsiteAddressTxt
Individual With BooksBRIGITTE DUPREIndividualWithBooksNm
Phone8453390007PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1163AddressLine1Txt
CitySAUGERTIESCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12477ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARBARA MANSFIELD
PO BOX 325PHOENICIANY12464CHAIRPERSON4.00$0$0$0
BRIGITTE DUPRE
PO BOX 1163SAUGERTIESNY12477TREASURER2.00$0$0$0
LISA MURRAY
PO BOX 3148KINGSTONNY12401VICE CHAIR1.00$0$0$0
JACKIE LIESKE
PO BOX 3148KINGSTONNY12402SECRETARY2.00$0$0$0
ALEX JULSON
PO BOX 3148KINGSTONNY12402BOARD MEMBER2.00$0$0$0
ALEX RODRIQUEZ
PO BOX 3148KINGSTONNY12402BOARD MEMBER2.00$0$0$0
MELISSA CHAHANOVICH
PO BOX 3148KINGSTONNY12402BOARD MEMBER2.00$0$0$0
STEVE CASA
PO BOX 3148KINGSTONNY12402BOARD MEMBER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,472,586AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$100,019AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$661FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,573,266TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,573,266AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,599CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,534,667NetVlNoncharitableAssetsAmt
Minimum Investment Return$126,733MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126,733MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,978TaxBasedOnInvestmentIncomeAmt
Total Tax$6,978TotalTaxAmt
Distributable Before Adj$119,755DistributableBeforeAdjAmt
Distributable Before Ded$119,755DistributableBeforeDedAmt
Distributable As Adjusted$119,755DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,689ExpensesAndContributionsAmt
Qualifying Distributions$66,689QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$119,755DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$57,723ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$60,474ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$51,541ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$169,738TotalExcessDistributionCyovAmt
Qualifying Distributions$66,689QualifyingDistributionsAmt
Applied To Current Year$66,689AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$53,066ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$53,066ExcessDistributionCyovAppCYAmt
Total Corpus$116,672TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,657ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$112,015ExcessDistriCyovToNextYrAmt
Excess From Year4$60,474ExcessFromYear4Amt
Excess From Year2$51,541ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BROTHERS BARD COLLEGE
PO BOX 5000ANNANDALEONHUDSONNY12504PCSUMMER PROGRAM$2,500
CATSKILL MOUNTIAN SHAKESPEARE
173 SPRUCETOWN RDWEST KILLNY12492PCYOUTH PROGRAM$1,500
CENTER FOR PHOTOGRAPHY AT WOODSTOCK
474 BROADWAYKINGSTONNY12401PCWORKSHOP$2,500
CHILDREN'S HOME OF KINGSTON
26 GROVE STREETKINGSTONNY12401PCPOTTERY PROGRAM$2,500
CITIZENS FOR LOCAL POWER
PO BOX 3013KINGSTONNY12402PCMENTORING$2,000
CULTURE CONNECT
PO BOX 590RHINEBECKNY12572PCHOPE ROCKS FESTIVAL$1,500
EMERALD SKETCHAOA
PO BOX 39GERMANTOWNNY12526PCSAFE PLACES PROJECT$2,500
FRIENDS OF FORSYTH NATURE CENTER
PO BOX 3923KINGSTONNY12402PCPUBLIC ADDRESS SYSTEM$750
FRIENDS OF HUDSON YOUTH
PO BOX 285HUDSONNY12534PCEMERGENCY FOOD SUPPORT$1,500
HOPE ROCKS
PO BOX 892SAUGERTIESNY12477PCCOMMUNITY EVENT$1,000
HORSES FOR CHANGE
PO BOX 54ESPOUSNY124210054PCSADDLE UP FOR THE SENSORY TRAIL$1,000
KINGSTON MIDTOWN ARTSRUGG
PO BOX 2892KINGSTONNY12402PCPUGG YOUTH CURATOR$2,500
MAYA GOLD FOUNDATION
5 WAWARSING ROADNEW PALTZNY12561PCTEEN MENTAL HEALTH FIRST AID$2,500
MENTOR ME
PO BOX 199PORT EWENNY12466PCMENTORING$2,000
MILLBROOK PRESERVE
PO BOX 1107NEW PALTZNY12561PCPROTECT BIODIVERSITY$2,000
MILLBROOK PRESERVE
PO BOX 1107NEW PALTZNY12561PCNETWORKING EVENT$1,000
MORRIS MEMORIAL ASSOCIATION
PO BOX 184CHATHAMNY12037PCAFTER SCHOOL PROGRAM$2,000
ONCOLOGY CENTERHEALTH ALLIANCE
105 MARYS AVEKINGSTONNY12401PCHEALTHCARE$1,000
PERFECT TEN AFTER SCHOOL HUDSON
51 N FIFTH STHUDSONNY12534PCPROGRAMS$1,7503RD FLOOR
PHOENIX WEB INC
PO BOX 634HUNTERNY12442PCART PROGRAM$850
PRATTSVILLE ART CENTER
14562 MAIN STPRATTSVILLENY12468PCDIVERSITY$2,500
RED HOOK LIBRARY
7444 S BROADWAYRED HOOKNY12571PCWINTER YOUTH PROGRAMS$2,500
RED HOOK RAIDERS SPORTS CLUB
PO BOX 496RED HOOKNY12571PCSPORTS PROGRAM$2,500
RED HOOK RESPONDS
PO BOX 624RED HOOKNY12571PCSUSTAINABLE FOOD PROGRAM$1,500
RED HOOK ROTARY CLUB
74 ROKEBY RDRED HOOKNY12571PCCOMMUNITY SERVICE$1,500
STOCKADE WORKS
PO BOX 3999KINGSTONNY12402PCWORKSHOPS$2,500
TEAM NORA
PO BOX 667RED HOOKNY12571PCFOR CHILDREN & FAMILIES WITH CANCER$2,000
VOICE THEATRE
PO BOX 353BEARSVILLENY12409PCTHEATRE PROGRAM$1,000
WILD EARTH WILDERNESS SCHOOL
2307 LUCAS TURNPIKEHIGH FALLSNY12440PCNATURE CONNECTION/EDUCATION$2,000
ZADOCK PRATT MUSEUM
14540 MAIN ST RTE 23PRATTSVILLENY12468PCMURAL YOUTH PROJECT$850
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,990ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,157ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$496,381ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$526,528ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$526,528TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,600Amt
Net Investment Income$669NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,931DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD LONG TERM BD$50,778$37,162
VANGUARD INDEX FDS BD$46,673$40,207
VANGUARD SHORT TERM BD$83,668$78,743
VANGUARD INTL DEVELOPED$79,841$79,701
VANGUARD CHARLOTTE TOTAL INTL BD$99,680$84,805
VANGUARD INTL EMERGING$27,082$24,947
VANGUARD GROWTH$45,394$67,130
VANGUARD VALUE$52,509$71,168
VANGUARD SMALL CAP$14,686$18,721

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$30,066$32,645
ADVANCED MICRO DEVICES INC$5,978$32,385
ALTRIA GROUP INC$26,035$45,710
APPLE INC$20,171$64,965
BANK OF AMERICA CORP$6,386$33,120
CITIGROUP INC NEW$30,025$26,460
CVS HEALTH CORPORATION$30,000$29,821
ENBRIDGE INC$20,000$16,578
EXXON MOBIL CORP$25,018$26,362
FREEPORT MCMORAN INC CLASS B$19,691$58,026
GENERAL ELEC CO NEW
JD.COM INC
MERCK & CO INC NEW$30,032$37,279
MICRON TECHNOLOGY INC
ORACLE CORPORATION$33,374$58,689
PARNASSUS ENDEAVOR$147,083$172,400
T ROWE PRICE BLUE CHIP GROWTH$136,173$141,360
T ROWE PRICE GROUP INC$30,080$26,611
TWILIO INC
VERIZON COMMUNICATIONS$30,039$22,970
WILLIAMS COMPANIES INC$14,626$12,502

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ANNUITY SUN LIFEAT COST$254,140$403,971
ANNUITY US GENERAL LIFEAT COST$29,308$144,898
CAPITAL ONE NA CDAT COST$50,000$48,756
SALLIE MAE BANK/SALT CDAT COST$50,000$48,510
CAPITAL ONE NA CDAT COST$50,000$48,282

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$17,713CostOrOtherBasisAmt
Accumulated Depreciation$17,713AccumulatedDepreciationAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
POSTAGE & SHIPPING$300$300
INSURANCE$500$500
WEB SERVICES$720$720
MARKETING$337$337
DUES & MEMBERSHIP$503$503
FILING FEE$500$500
CONTRACT SERVICES$3,850$3,850

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$2,970Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$15,756Amt
Net Investment Income$15,756NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$8,068Amt
Net Investment Income$8,068NetInvestmentIncomeAmt

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