2023-11-13T11:29:39-06:00 2022-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-01-01 131692606 HISTORIC HUDSON VALLEY HIST 9146318200 639 BEDFORD ROAD POCANTICO HILLS NY 10591 WADDELL W STILLMAN PRESIDENT 9146318200 2023-11-15 1 WADDELL STILLMAN XXX-XX-XXXX 0 FREDERICK MARTENS P00298107 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WADDELL W STILLMAN 639 BEDFORD ROAD POCANTICO HILLS NY 10591 28787316 0 X WWW.HUDSONVALLEY.ORG X 1951 NY HHV CELEBRATES THE HISTORY AND CULTURE OF THE HUDSON VALLEY. 19 19 215 50 147508 0 3946745 3306164 8393180 9428691 6132818 -363213 533710 881547 19006453 13253189 0 0 0 0 4958791 5954714 0 0 528410 8418189 10103109 13376980 16057823 5629473 -2804634 88361473 77268582 7048317 6972403 81313156 70296179 X THE ORGANIZATION'S MISSION IS TO CELEBRATE THE HISTORY, ARCHITECTURE, LANDSCAPE AND MATERIAL CULTURE OF THE HUDSON VALLEY, ADVANCING ITS IMPORTANCE AND THEREBY ASSURING ITS PRESERVATION. 0 0 2401059 BUILDINGS, GROUNDS AND SECURITY:RESTORATION AND PRESERVATION OF NATIONALLY SIGNIFICANT BUILDINGS AND LANDSCAPES, AS WELL AS MAINTAINING VISITOR CENTERS AND PUBLIC EDUCATION AND RESEARCH FACILITIES. 7832986 9428691 INTERPRETATION, EDUCATION AND CULTURAL EVENTS:EDUCATION AND PUBLIC PROGRAMMING TO ADVANCE AND DISSEMINATE KNOWLEDGE AND UNDERSTANDING OF THE HISTORY AND CHARACTER OF THE HUDSON VALLEY. DURING 2022, 248,149 VISITORS CAME TO THE HISTORIC SITES FOR TOURS AND SEASONAL FESTIVALS AND 1,658 STUDENTS AND EDUCATORS ATTENDED VIRTUAL TOURS AND EDUCATIONAL PROGRAMS ONLINE. 1325426 DIGITAL PROGRAMS, CURATORIAL AND LIBRARY:CARE AND CONSERVATION OF ARTIFACT COLLECTIONS AND LIBRARY AND RESEARCH FOR PUBLICATION AND USE BY SCHOLARS AND IN VARIOUS ON-SITE AND WEB-BASED PROGRAMS. 1707561 731693 MARKETING, PUBLIC RELATIONS AND NEW MEDIA, AND MUSEUM SHOPS. 1707561 731693 13267032 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 85 0 215 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JENNIFER KOVALSKAYA 9143666941 639 BEDFORD ROAD POCANTICO HILLS NY 10591 WILSON S NEELY TRUSTEE AND CHAIRMAN 1.00 X X 0 0 0 KIMBERLY J HUCHRO TRUSTEE AND VICE CHAIRMAN 1.00 X X 0 0 0 MARK F ROCKEFELLER TRUSTEE AND CHAIR OF THE EXEC. COMM. 1.00 X X 0 0 0 WILLIAM H WRIGHT II TRUSTEE AND TREASURER 1.00 X X 0 0 0 KATHARINE CHAPMAN TRUSTEE AND SECRETARY 1.00 X X 0 0 0 KENT L BARWICK TRUSTEE 1.00 X 0 0 0 JOSEPH S BERRY TRUSTEE 1.00 X 0 0 0 ERIC BLAIR-JOANNOU TRUSTEE 1.00 X 0 0 0 JOSEPH P COTTER TRUSTEE 1.00 X 0 0 0 MELANIE DODSON TRUSTEE 1.00 X 0 0 0 HAROLD EYLWARD TRUSTEE 1.00 X 0 0 0 JAMES E FITZGERALD JR TRUSTEE 1.00 X 0 0 0 LINDA HOLDEN-BRYANT TRUSTEE 1.00 X 0 0 0 JOEL W MOTLEY TRUSTEE 1.00 X 0 0 0 ELIZABETH O'CONNELL TRUSTEE 1.00 X 0 0 0 WILLIAM F PLUNKETT JR TRUSTEE 1.00 X 0 0 0 GREGORY J RESSA TRUSTEE 1.00 X 0 0 0 CHARLES P ROCKEFELLER TRUSTEE 1.00 X 0 0 0 STUART WOODY TRUSTEE 1.00 X 0 0 0 WADDELL W STILLMAN PRESIDENT 35.00 X 418393 0 40141 PETER POCKRISS SENIOR VP/ASSISTANT TREASURER 35.00 X 216626 0 37880 ROB SCHWEITZER VP COMMUNICATIONS & COMMERCE 35.00 X 172897 0 20994 LYNDA JONES VP HUMAN RESOURCES 35.00 X 23279 0 1652 ELIZABETH BRADLEY VP PROGRAMS AND ENGAGEMENT 35.00 X 161112 0 9480 JENNIFER KOVALSKAYA CONTROLLER 35.00 X 158565 0 11066 FIONA GALLOWAY DIRECTOR OF EVENTS PRODUCTION 35.00 X 110953 0 18742 JONATHAN ARBITMAN DIRECTOR OF INFORMATION TECHNOLOGY 35.00 X 123067 0 16803 RICHARD TORRES DIRECTOR OF BUILDINGS, GROUNDS, SECURITY 35.00 X 111345 0 6121 NARAN JALLIM DIRECTOR OF HUMAN RESOURCES 35.00 X 106542 0 5933 1602779 0 168812 9 0 1 0 TECHNICAL DIRECTIONS 50 SODOM ROAD BREWSTER NY 10509 EVENT PRODUCTION 867116 MANPOWER INC 21271 NETWORK PLACE CHICAGO IL 606731212 CONTRACTED LABOR 403477 PROPARK AMERICA NEW YORK ONE UNION PLACE HARTFORD CT 06103 PARKING SERVICES 307711 OVIATT MEDIA 8036 DISCOVERY FALLS TRL WAKE FOREST NC 27587 GRAPHIC DESIGN 291056 WINDROSE ASSOCIATES C/O JIM RUSSELL POBOX 805 RIDGEFIELD CT 06877 IT CONSULTING 266850 14 135760 67169 1246404 1856831 50326 3306164 ADMISSION FEES 713990 9428691 9428691 9428691 1084127 1084127 114708 0 114708 114708 114708 13328851 14776191 -1447340 -1447340 -1447340 82678 67169 82678 0 1406951 675258 731693 584185 147508 OTHER REVENUE 900099 35146 35146 35146 13253189 10012876 147508 -213359 1102453 403013 658719 40721 3918699 3177108 503100 238491 237281 197463 24717 15101 244616 195812 36445 12359 451665 329762 94886 27017 57207 7109 50098 100757 100757 60000 60000 194452 194452 1214224 1004903 193599 15722 509222 506225 2481 516 216423 175150 35631 5642 40371 40371 444799 435799 9000 154541 126196 28166 179 231648 184461 30028 17159 1106530 933554 138284 34692 292889 230499 62390 PROGRAMS AND EVENTS 3562814 3466113 38923 57778 EQUIPMENT 882346 845742 36604 CREDIT CARD FEES 319384 317993 448 943 REPAIRS AND MAINTENANCE 302433 301464 969 413069 388295 22684 2090 16057823 13267032 2262381 528410 975869 767538 758835 149996 336544 441076 865544 245518 347592 161737 382872 39903385 14500682 25770406 25402703 35791572 24201115 23677212 22292492 1148087 1913347 88361473 77268582 720155 948937 119707 168800 5466890 5318568 741565 536098 7048317 6972403 X 44932833 39457611 36380323 30838568 81313156 70296179 88361473 77268582 X -2804634 -8469142 256799 X 0 1 X 1 0 X 2427218 2508762 4081288 3946745 3306164 16270177 2427218 2508762 4081288 3946745 3306164 16270177 341251 15928926 1863976 1833274 1294264 1141355 1198835 7331704 44721 25026 69747 233048 338380 133270 53897 35146 793741 24465369 39899558 0.65110 0.61750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 60000 0 0 60000 0 PART II-B, LINE 1: WORKED TO SECURE FUNDING FROM NEW YORK STATE AS WELL AS FEDERAL SOURCES FOR HISTORIC HUDSON VALLEY'S HISTORIC SITES AND EDUCATIONAL PROGRAMS. X X X X 0 35836560 -5439659 1337298 29059606 33258083 3802320 1223843 35836560 31777273 3034533 1553723 33258083 28850354 4458082 1531163 31777273 32804478 -2368277 1585847 28850354 0.00000 0.82260 0.17740 0 0 2237000 2237000 23636870 9165392 14471478 2217771 993596 1224175 4639292 3825803 813489 7172452 515891 6656561 25402703 GOLDMAN SACHS 31671 F NCD PARTNERS 253937 F SLA PRIVATE INVESTORS 1062818 F TISHMAN SPEYER 4431 F AG OPPORTUNISTIC WHOLE LOAN SELECT 201 F APOLLO VII PRIVATE INVESTORS 14405 F CERBERUS VI PRIVATE INVESTORS 603044 F HIGHBRIDGE MEZZANINE PARTNERS, LP 205 F HPS CORE SENIOR LENDING OFFSHORE 751214 F HPS MEZZ PRIVATE INVESTORS 899123 F HPS MEZZ PRIVATE INVESTORS III 380056 F JC FLOWERS III PRIVATE INVESTORS 74274 F PEG SECONDARY PRIVATE EQUITY 123318 F STARWOOD SOF XI PRIVATE INVESTORS 416140 F WARBURG PINCUS XII PRIVATE INVESTORS 614531 F AP X PRIVATE INVESTORS OFFSHORE 865866 F COATUE GROWTH FUND IV 605788 F PORT CAPITAL SMALL CAP FUND II, LP 1686211 F BREVAN HOWARD FUND LIMITED 995195 F VANTAGE ROCK CAPITAL OFFSHORE 1805268 F ABDIEL QUALIFIED OFFSHORE PARTNERS 610794 F C0ATUE OFFSHORE FUND, LTD. 715780 F THIRD POINT OFFSHORE FUND, LTD. 757872 F SEG PARTNERS OFFSHORE LTD. 719045 F BLUESPRUCE FUND 3671330 F BLACKSTONE PRIVATE CREDIT FUND 2054008 F MILLENIUM 514055 F BRIDGEWATER DIVERSIFIED MACRO 925760 F DOMAIN ENTERTAINMENT FEEDER FUND UP 209103 F BROOKFIELD 927049 F 22292492 ACCRUED RETIREMENT BENEFITS 536098 536098 5521652 -8469142 256799 -8212343 13733995 194452 -675258 -480806 13253189 16538629 675258 675258 15863371 194452 194452 16057823 PART III, LINE 4: AMONG HISTORIC HUDSON VALLEY'S ARTIFACTS ARE SOME 14,000 BOOKS AND 4,500 MANUSCRIPT FOLDERS, AS WELL AS MORE THAN 7,500 OBJECTS INCLUDING PAINTINGS, FURNITURE, CERAMICS, TEXTILES, AND HISTORIC STRUCTURES COMPRISING THE REGION'S MOST COMPREHENSIVE AND BEST DOCUMENTED COLLECTION OF DECORATIVE ARTS FROM THE 17TH THROUGH THE 20TH CENTURY. BECAUSE 70% OF HISTORIC HUDSON VALLEY'S COLLECTIONS ARE EXHIBITED ON SITE, THEY ARE ESSENTIAL TO THE PRESERVATION OF THE SITES AS THEY EXISTED DURING THEIR PERIODS OF GREATEST HISTORICAL INTEREST AND ARE CRUCIAL TO THE INTERPRETATION OF EACH PROPERTY FOR THE GENERAL PUBLIC. THE UNIQUE QUALITIES OF THE COLLECTIONS PROMOTE PUBLIC VISITATION AND SERVE AS AN INVALUABLE RESOURCE FOR STUDY, THEREBY DIRECTLY SUPPORTING THE ORGANIZATION'S MISSION. PART V, LINE 4: TO SUPPORT THE ORGANIZATION'S OPERATIONS AND MISSION. SCHEDULE D, PART XI, LINE 2D PENSION-RELATED CHANGES OTHER THAN PERIODIC PENSION COST. SCHEDULE D, PART XI, LINE 4B THIS AMOUNT IS THE COST OF GOODS THAT WERE SOLD, SHOWN AS AN EXPENSE ON THE ORGANIZATION'S FINANCIAL STATEMENTS RATHER THAN A REDUCTION OF THE SALES REVENUE. SCHEDULE D, PART XII, LINE 2D THIS AMOUNT IS THE COST OF GOODS THAT WERE SOLD, SHOWN AS AN EXPENSE ON THE ORGANIZATION'S FINANCIAL STATEMENTS RATHER THAN A REDUCTION OF THE SALES REVENUE. GALA 149847 67169 82678 52136 30542 149847 67169 82678 52136 30542 82678 0 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 WADDELL W STILLMAN PRESIDENT 397250 0 0 0 21143 0 37275 0 2866 0 458534 0 0 0 PETER POCKRISS SENIOR VP/ASSISTANT TREASURER 211121 0 0 0 5505 0 12100 0 25780 0 254506 0 0 0 ROB SCHWEITZER VP COMMUNICATIONS & COMMERCE 170358 0 0 0 2539 0 9625 0 11369 0 193891 0 0 0 ELIZABETH BRADLEY VP PROGRAMS AND ENGAGEMENT 158796 0 0 0 2316 0 8164 0 1316 0 170592 0 0 0 JENNIFER KOVALSKAYA CONTROLLER 154606 0 0 0 3959 0 8200 0 2866 0 169631 0 0 0 PART I, LINE 1A BY APPROVAL OF THE BOARD OF TRUSTEES, HISTORIC HUDSON VALLEY UNDERWRITES THE MEMBERSHIP DUES AT A SOCIAL CLUB FOR THE PRESIDENT FOR USE IN CONNECTION WITH DONOR CULTIVATION AND BOARD DEVELOPMENT. X 3 50326 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 MARK ROCKEFELLER AND CHARLES P. ROCKEFELLER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C MATERIAL CONFLICTS ARE REVIEWED ANNUALLY BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 HISTORIC HUDSON VALLEY'S BY-LAWS GIVE THE EXECUTIVE COMMITTEE AUTHORITY TO SET COMPENSATION FOR THE PRESIDENT AND CEO. THE COMMITTEE MEETS ANNUALLY TO REVIEW THE PRESIDENT'S PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 BOARD OF TRUSTEES RECEIVES COPY OF BY-LAWS AND OTHER GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY STATEMENT, AND AUDITED FINANCIAL STATEMENTS. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO OTHERS UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION COST 256,799.