HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC (EIN 22-2484912)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-02-09
- IRS object ID
- 202200409349100700
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-09T09:42:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900979817 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marianne E Wood-Jensen Tax and Actg | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 703 Ulster Ave | AddressLine1Txt |
| City | Kingston | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222484912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hudson Valley Foundation for Youth | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUDS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3148 | AddressLine1Txt |
| City | Kingston | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bridgette Dupree | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9143884695 | PhoneNum |
| Signature | 2021-12-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Bridgette | PersonFirstNm |
| Person Last | Dupree | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marianne E Wood-Jensen EA | PreparerPersonNm |
| PTIN | P00009084 | PTIN |
| Phone | 8458020371 | PhoneNum |
| Preparation | 2022-02-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,706,757 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,850 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,751 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105,706 | GrossSalesPriceAmt |
| Total Rev And Expnss | $16,846 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,752 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,625 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $687 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,058 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,290 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,290 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $64 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,170 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $4,170 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $266 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $266 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,541 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,541 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,576 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,312 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,264 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,312 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,264 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,440 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,252 | CashBOYAmt |
| Cash EOY | $26,363 | CashEOYAmt |
| Cash EOYFMV | $26,363 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,098 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,454 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,454 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $661 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $661 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $661 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $697,125 | CorporateStockBOYAmt |
| Corporate Stock EOY | $621,760 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,525,529 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $460,674 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $474,165 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $569,320 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $38,906 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $39,337 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $40,444 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $283,448 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $283,448 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $518,986 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,547,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,471,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,706,757 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,547,164 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,471,188 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,547,164 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,471,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,547,164 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,471,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,547,164 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $1,471,435 | SubtotalAmt |
| Other Decreases | $247 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,471,188 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 22 shrs Vanguard GTSE Developed mkt | P | 2017-12-02 | 2020-01-14 | $971 | $977 | -$6 |
| 64 shrs Vanguard BBD index Intermed | P | 2017-12-05 | 2020-04-28 | $5,830 | $5,387 | $443 |
| 44 shrs of Vanguard BD Ind Long | P | 2017-12-05 | 2020-04-28 | $4,880 | $4,167 | $713 |
| 110 shrs Vanguard Charlotte FDS | P | 2017-12-05 | 2020-04-28 | $6,265 | $6,058 | $207 |
| 84 shrs Vang BD Index Short term | P | 2017-12-05 | 2020-04-28 | $6,938 | $6,661 | $277 |
| 3 shrs vang index fds smal cap ETf | P | 2017-12-05 | 2020-01-14 | $498 | $440 | $58 |
| 72 shrs Van Mtg Backed sec ETF | P | 2017-12-05 | 2020-04-28 | $3,906 | $3,782 | $124 |
| 39 shrs Vanguard Index FDS Value EF | P | 2017-12-05 | 2020-01-14 | $4,682 | $4,083 | $599 |
| 54 shrs Van Indes Vanguard Growth | P | 2017-12-05 | 2020-01-14 | $10,142 | $7,502 | $2,640 |
| 1000 Sirus XM Holdings | P | 2015-02-12 | 2020-05-27 | $5,753 | $3,864 | $1,889 |
| 300 shrs Fitbit Inc | P | 2015-10-19 | 2020-05-27 | $1,955 | $11,446 | -$9,491 |
| 121 Shrs Twilio Inc Cl A | P | 2016-08-09 | 2020-10-13 | $40,858 | $5,281 | $35,577 |
| 10 shs Chesapeake Energy Corp | P | 2016-09-09 | 2020-05-27 | $136 | $15,103 | -$14,967 |
| 1000 United States Steel Corp | P | 2017-02-07 | 2020-05-27 | $8,462 | $35,047 | -$26,585 |
| 174 shrs Canopy Growth Corp | P | 2018-11-21 | 2020-05-27 | $3,448 | $4,980 | -$1,532 |
| 100 shrs Cronos | P | 2018-12-10 | 2020-05-27 | $669 | $1,296 | -$627 |
| 5 Shrs Wabtec corp | P | 2019-01-01 | 2020-05-27 | $316 | $390 | -$74 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,755 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $298 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | httpwww.hvfyh.org | WebsiteAddressTxt |
| Individual With Books | Brigitte Dupree | IndividualWithBooksNm |
| Phone | 8453390007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1163 | AddressLine1Txt |
| City | Saugerties | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Barbara Mansfield | ||||||||
| PO Box 325 | Phoenicia | NY | 12464 | secretary | 5.00 | $2,500 | $0 | $0 |
| Alice Lively | ||||||||
| 10 Mountain View Road | Rhinebeck | NY | 12572 | board member | 3.00 | $200 | $0 | $0 |
| Brigitte Dupre | ||||||||
| PO Box 1163 | Saugerties | NY | 12477 | Treasurer | 5.00 | $2,500 | $0 | $0 |
| Lisa Murray | ||||||||
| PO Box 3148 | Kingston | NY | 12401 | vice chairperson | 3.00 | $300 | $0 | $0 |
| Ellery Loheide | ||||||||
| 15 Red Maple Rd | Shokan | NY | 12481 | Student Board Member | 3.00 | $300 | $0 | $0 |
| Alexandra Jolson | ||||||||
| PO Box 3148 | Kingston | NY | 12402 | board member | 3.00 | $300 | $0 | $0 |
| Gwendolyn McCann | ||||||||
| 67 Benner Rd | Red Hook | NY | 12571 | board member | 3.00 | $400 | $0 | $0 |
| Megan Miller | ||||||||
| PO Box 3148 | Kingston | NY | 12402 | board member | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Hudson River Maritime Museum - Youth Boat program | Description1Txt |
| Expenses1 | $2,500 | Expenses1Amt |
| Description2 | Awareness - Peer to peer substance abuse education | Description2Txt |
| Expenses2 | $2,500 | Expenses2Amt |
| Description3 | Family of New Palts- Food in security program | Description3Txt |
| Expenses3 | $4,000 | Expenses3Amt |
| Description4 | Boys & Firls Club- BCG Saugerties Nutrition initiative | Description4Txt |
| Expenses4 | $2,500 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Na | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,245,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,290,988 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,290,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,365 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,241,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,264 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,264 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $90,264 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Undistributed Income PY | $97,994 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Total For Prior Years | $1,830 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $51,541 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $85,946 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,723 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,474 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $255,684 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,264 | QualifyingDistributionsAmt |
| Applied To Year1 | $90,264 | AppliedToYear1Amt |
| Total Corpus | $255,684 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $1,830 | PriorYearUndistributedIncmAmt |
| Taxable1 | $1,830 | Taxable1Amt |
| Taxable2 | $7,730 | Taxable2Amt |
| Excess Distri Cyov From Yr5 | $51,541 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $204,143 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $85,946 | ExcessFromYear4Amt |
| Excess From Year3 | $57,723 | ExcessFromYear3Amt |
| Excess From Year2 | $60,474 | ExcessFromYear2Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $90,264 | CurrentYearAmt |
| Total | $90,264 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $90,264 | CurrentYearAmt |
| Total | $90,264 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $108,054 | CurrentYearAmt |
| Total | $108,054 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | na | ContributingManagerNm |
| Shareholder Manager | na | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A J Williams-Myers African Roots | ||||||
| PO Box 2203 | Kingston | NY | 124022203 | PC | Remote Enrichment Activities | $1,000 |
| Arm of the Sea | ||||||
| Po Box 175 | Malden On Hudson | NY | 12453 | PC | Seed Song Farm residency | $2,500 |
| Ascienzo Family Foundation | ||||||
| 60 Penstock Lane Lake | Lake Katrine | NY | 12449 | PC | Holiday Hunger Bags | $1,500 |
| Ascienzo Family Foundation | ||||||
| 60 Penstock Lane Lake | Lake Katrine | NY | 12449 | PC | Red HooK Responds - Enhancing Schools Food Program | $2,500 |
| Cocoon Theatre | ||||||
| 9 Vassar St Garden Suite 1 | Poughkeepsie | NY | 12601 | PC | People Can Project | $1,500 |
| CultureConnect | ||||||
| Po Box 590 | Rhinebeck | NY | 12572 | PC | Life Learning and Language | $1,500 |
| Awareness | ||||||
| PO Box 363 | West Hurley | NY | 12491 | PC | Peer to Peer Substance Abuse | $2,500 |
| Beyond the 4 Walls | ||||||
| 14 Van Buren St | Kingston | NY | 12401 | PC | Save Our Youth program | $500 |
| Beyond the 4 Walls | ||||||
| 14 Van Buren St | Kingston | NY | 12401 | PC | Meditation classes for Kids | $900 |
| Boys Girls Club | ||||||
| PO Box 2271 | Kingston | NY | 12402 | PC | BCG Saugerties Nutrition Inititive | $2,500 |
| Childrens Home of Kingston | ||||||
| 26 Grove St | Kingston | NY | 12401 | PC | Screen printing equipment parts | $2,500 |
| Circle Creative | ||||||
| 260 Marcott Rd | Kingston | NY | 12401 | PC | Handwork kits for at-home learning | $2,000 |
| Horses for Change | ||||||
| PO Box 54 | Esopus | NY | 12429 | PC | Saddle Up for Sensory Trail | $1,500 |
| Hudson River Maritime Museum | ||||||
| 50 Rondout Landing | Kingston | NY | 12401 | PC | Youth Boat Program | $2,500 |
| Citizens for Local Power | ||||||
| PO Box 204 | Shokan | NY | 12481 | PC | Citizens for Loacl Power | $1,000 |
| DRAW | ||||||
| 22 Iwo Jima Ln | Kingston | NY | 12401 | PC | Youth Programming | $2,500 |
| Family of New Paltz | ||||||
| 51 North Chestnut | New Paltz | NY | 12561 | PC | Food Insecurity programming | $4,000 |
| Maya Gold Foundation | ||||||
| 5 Warwarsing Road | New Paltz | NY | 12561 | PC | Teen mental health first aid | $2,000 |
| Friends of Hudson Youth | ||||||
| PO Box 52 | Hudson | NY | 12534 | PC | Emergency Food Support | $2,000 |
| Good Work Institute | ||||||
| 65 James St | New Paltz | NY | 12401 | PC | Good Work Institute | $900 |
| MyKingstonKids | ||||||
| 165 Cornell St Suite 123 | Kingston | NY | 12401 | PC | Red-K Reading Lounge | $1,000 |
| Open Eye Theatre Foundation | ||||||
| 960 Main St | Margaretville | NY | 12455 | PC | Youth in theatre | $2,500 |
| Peoples Place | ||||||
| 17 St James St | Kingston | NY | 12401 | PC | Project Santa | $2,500 |
| Hudson Valley Current | ||||||
| 630 Broadway | Kingston | NY | 12401 | PC | Tildas Kitchen and Market | $500 |
| Reher Center for Immigrant Culture | ||||||
| 1 Albany Ave Suite G10 | Kingston | NY | 12401 | PC | Reher Center Youth Initiatives | $2,500 |
| Red Hook Community Center | ||||||
| 59 Fisk Street | Red Hook | NY | 12571 | PC | RHCC Teen Group Bicycle Repair and Distribution Pr | $1,000 |
| New Paltz Community Foundation | ||||||
| PO Box 1112 | New Paltz | NY | 12561 | PC | Help Your Neighbors 2020 restaurant vouchers stud | $1,500 |
| Rhinebeck reformed Church | ||||||
| 6368 Mill Street | Rhinebeck | NY | 12572 | PC | lunches for school children | $1,500 |
| Southlands Foundation | ||||||
| 5771 Route 9 | Rhinebeck | NY | 12572 | PC | Summer Camp program | $2,500 |
| Table at Woodstock | ||||||
| 114 Mill Hill Rd | Woodstock | NY | 12498 | PC | Cooler storage to help food insecure families | $700 |
| Teen Fusion | ||||||
| 7411 South Broadway | Red Hook | NY | 12571 | PC | Veterans Day Family Dinner | $500 |
| Table at Woodstock | ||||||
| 114 Mill Hill Rd | Woodstock | NY | 12498 | PC | Assistance for food insecure families of Onteora s | $3,000 |
| TeamNora | ||||||
| PO Box 667 | Red Hook | NY | 12571 | PC | Aid for childen living with cancer | $1,500 |
| Voice Theatre | ||||||
| PO Box 353 | Bearsville | NY | 12409 | PC | Online Youth Theatre classes | $500 |
| Wild Earth | ||||||
| 2307 Lucas Turnpike | High Falls | NY | 12440 | PC | Kingston Middle School Nature Connection & Exper | $1,500 |
| Harambe | ||||||
| 8 Hone St | Kingston | NY | 12401 | PC | Bringing to Light | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,488 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $42,489 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,489 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $2,745 | Amt |
| Net Investment Income | $687 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,058 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Vanguard Interned BD | $31,285 | $34,447 |
| Vanguard Long Term BD | $31,291 | $35,962 |
| Vanguard Charlotte Tot. Intl | $74,135 | $78,633 |
| Vanguard Short Term B | $65,020 | $67,895 |
| Vanguard Small Cap | $19,378 | $26,087 |
| Vanguard Developed/ Mkts | $94,908 | $105,939 |
| Vanguard Value | $69,467 | $79,584 |
| Vanguard Growth | $59,364 | $105,896 |
| Vanguard Emerging Mkt | $29,317 | $34,877 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Advanced Micro Devic | $11,957 | $91,710 |
| Altria Group | $26,035 | $41,000 |
| Apple Inc | $129,092 | $424,608 |
| Bank America | $6,386 | $30,310 |
| Canopy Growth Corp | $0 | $0 |
| Chesapeake Energy | $0 | $0 |
| Cronos | $0 | $0 |
| Fitbit in CIA | $0 | $0 |
| Freeport McMoran | $25,156 | $52,040 |
| General Electric Co | $20,025 | $10,800 |
| Insmed Inc Com Par | $26,057 | $33,290 |
| JD Com Inc | $20,850 | $43,950 |
| Micron | $29,183 | $75,180 |
| Oracle | $46,482 | $64,690 |
| Sirius XM Holdings | $0 | $0 |
| TWilio Inc | $38,367 | $297,542 |
| US Steel Group | $0 | $0 |
| Williams Cos | $15,635 | $7,619 |
| WABTEC Corp | $0 | $0 |
| T Rowe Price Bl | $108,600 | $195,606 |
| Parnassus Endeavo | $117,935 | $157,184 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Annuity Sun Life | $254,140 | $379,707 |
| Annuity us General Life | $29,308 | $139,279 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Decr in net Assets from 2019 | Desc |
| Amt | $247 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Postage & Shipping | $272 | $0 | $0 | $272 |
| office supplies | $1,558 | $0 | $0 | $1,558 |
| Insurance | $621 | $0 | $0 | $621 |
| Web Service | $774 | $0 | $0 | $774 |
| Scholarship | $1,008 | $0 | $0 | $1,008 |
| Marketing | $575 | $0 | $0 | $575 |
| Dues & Membership | $483 | $0 | $0 | $483 |
| Filing Fee | $250 | $0 | $0 | $250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | advisory fees | CategoryTxt |
| Amt | $10,290 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,290 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Internal Revenue 990 Tax | CategoryTxt |
| Amt | $64 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $64 | DisbursementsCharitablePrpsAmt |
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