2022-11-14T08:03:45-06:00 2021-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2021-01-01 131692606 HISTORIC HUDSON VALLEY HIST 9146318200 639 BEDFORD ROAD POCANTICO HILLS NY 10591 WADDELL W STILLMAN PRESIDENT 9146318200 2021-12-31 1 WADDELL STILLMAN XXX-XX-XXXX FREDERICK MARTENS P00298107 2126972299 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z WADDELL W STILLMAN 639 BEDFORD ROAD POCANTICO HILLS NY 10591 23127363 0 X WWW.HUDSONVALLEY.ORG X 1951 NY HHV CELEBRATES THE HISTORY AND CULTURE OF THE HUDSON VALLEY. 19 19 155 50 59014 0 4081288 3946745 6047148 8393180 989368 6132818 298115 533710 11415919 19006453 0 0 0 0 5113211 4958791 0 0 368823 8553234 8418189 13666445 13376980 -2250526 5629473 84179281 88361473 8927915 7048317 75251366 81313156 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 1939596 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. 5644267 8393180 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 2021, 215,718 VISITORS CAME TO THE HISTORIC SITES FOR TOURS AND SEASONAL FESTIVALS AND 2,437 STUDENTS AND EDUCATORS ATTENDED VIRTUAL TOURS AND EDUCATIONAL PROGRAMS ONLINE. 954742 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. 2206874 391353 MARKETING, PUBLIC RELATIONS AND NEW MEDIA, AND MUSEUM SHOPS. 2206874 391353 10745479 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 137 0 155 1 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 ROBERT DELAMATER 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 EXEC. 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 517362 0 38200 PETER POCKRISS SENIOR VICE PRESIDENT 35.00 X 224481 0 35413 ROB SCHWEITZER VP COMMUNICATIONS & COMMERCE 35.00 X 176137 0 20166 LYNDA JONES VP HUMAN RESOURCES 35.00 X 160663 0 13340 ELIZABETH BRADLEY VP PROGRAMS AND ENAGAGEMENT 35.00 X 162027 0 8858 JENNIFER KOVALSKAYA CONTROLLER 35.00 X 151230 0 11288 FIONA GALLOWAY DIRECTOR OF EVENTS PRODUCTION 35.00 X 105002 0 17003 RICHARD TORRES DIR. OF BUILDINGS, GROUNDS, SECURITY 35.00 X 107310 0 5991 JORDAN DYNIEWSKI ASSOCIATE DIRECTOR EVENT PRODUCTION 35.00 X 101153 0 14897 1705365 0 165156 9 0 1 0 ABBOTT & PRICE INC 5 SCHUMAN ROAD MILLWOOD NY 10546 CONSTRUCTION 790875 FROST PRODUCTIONS 145 WEST 30TH ST 9TH FLOOR NEW YORK NY 10001 EVENT PRODUCTION 447632 TECHNICAL DIRECTIONS 50 SODOM ROAD BREWSTER NY 10509 EVENT PRODUCTION 413143 PROPARK AMERICA NEW YORK ONE UNION PLACE HARTFORD CT 06103 PARKING SERVICE 383264 MANPOWER INC 21271 NETWORK PLACE CHICAGO IL 606731212 CONTRACTED LABOR 339254 17 133490 2809886 1003369 49827 3946745 ADMISSION FEES 713990 8393180 8393180 8393180 1054048 1153 1052895 88460 0 88460 88460 88460 8906554 3827784 5078770 5078770 5078770 684479 293126 391353 333492 57861 OTHER REVENUE 900099 53897 53897 53897 19006453 8726672 59014 6274022 X 1256647 390039 819193 47415 2916106 2379124 402252 134730 220056 168887 40893 10276 214894 154763 52799 7332 351088 235660 100208 15220 225907 225907 93436 93436 47200 47200 192203 192203 2118834 2000334 86587 31913 232095 225548 6547 217286 192190 22020 3076 105323 105323 372497 364441 8056 74991 74991 239085 190382 30993 17710 1051700 860124 163786 27790 269868 269868 PROGRAMS AND EVENTS 1771039 1748633 5537 16869 EQUIPMENT 643559 634822 6123 2614 REPAIRS AND MAINTENANCE 451313 450501 812 CREDIT CARD FEES 244948 240049 4899 66905 59800 5326 1779 13376980 10745479 2262678 368823 820735 975869 1222368 149996 29509 441076 108834 245518 167234 161737 39841190 14070784 23524095 25770406 43801535 35791572 10642293 23677212 3862678 1148087 84179281 88361473 2287707 720155 94525 119707 5631019 5466890 914664 741565 8927915 7048317 X 39583368 44932833 35667998 36380323 75251366 81313156 84179281 88361473 X 5629473 283823 148494 X 0 1 X 1 0 X 2289039 2427218 2508762 4081288 3946745 15253052 2289039 2427218 2508762 4081288 3946745 15253052 347785 14905267 1658129 1863976 1833274 1294264 1141355 7790998 38179 44721 25026 107926 228078 233048 338380 133270 53897 986673 24138649 35032349 0.61750 0.56790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 47200 0 0 47200 0 PART II-B, LINE 1: WORKED TO SECURE FUNDING FROM NEW YORK STATE SOURCES FOR HISTORIC HUDSON VALLEY'S HISTORIC SITES AND EDUCATIONAL PROGRAMS. X X X X 0 33258083 3802320 1223843 35836560 31777273 3034533 1553723 33258083 28850354 4458082 1531163 31777273 32804478 -2368277 1585847 28850354 30254455 4104896 1554873 32804478 0.00000 0.66700 0.33300 0 0 2237000 2237000 23523268 8413747 15109521 1886594 896632 989962 5026390 4348307 678083 7167938 412098 6755840 25770406 GOLDMAN SACHS 46773 F NCD PARTNERS 240814 F SLA PRIVATE INVESTORS 1163132 F TISHMAN SPEYER 4311 F TUDOR RAPTOR GLOBAL 71827 F AG OPPORTUNISTIC WHOLE LOAN SELECT 4498 F APOLLO VII PRIVATE INVESTORS 28879 F CERBERUS VI PRIVATE INVESTORS 646498 F HIGHBRIDGE MEZZANINE PARTNERS, LP 57113 F HPS CORE SENIOR LENDING OFFSHORE 897879 F HPS MEZZ PRIVATE INVESTORS 896448 F HPS MEZZ PRIVATE INVESTORS III 411159 F JC FLOWERS III PRIVATE INVESTORS 86670 F PEG SECONDARY PRIVATE EQUITY 138783 F STARWOOD SOF XI PRIVATE INVESTORS 347935 F WARBURG PINCUS XII PRIVATE INVESTORS 764360 F AP X PRIVATE INVESTORS OFFSHORE 580650 F COATUE GROWTH FUND IV 1590862 F BSREP III PRIVATE INVESTORS OFFSHORE, L.P. 862195 F PORT CAPITAL SMALL CAP FUND II, LP 1977076 F BREVAN HOWARD FUND LIMITED 803796 F VANTAGE ROCK CAPITAL OFFSHORE 790003 F ABDIEL QUALIFIED OFFSHORE PARTNERS 1093803 F C0ATUE OFFSHORE FUND, LTD. 891498 F THIRD POINT OFFSHORE FUND, LTD. 968317 F SEG PARTNERS OFFSHORE LTD. 810161 F BLUESPRUCE FUND 4674083 F ICAPITAL- MILENNIUM DRAWDOWN FUND LTD. 100276 F ETON PARK OVERSEAS FUND, LTD. 214 F LAKEWOOD CAPITAL OFFSHORE FUND 13527 F MARINER ATLANTIC MULTI-STRATEGY FUND 55428 F VARDE CREDIT PARTNERS OFFSHORE 659787 F BLACKSTONE PRIVATE CREDIT FUND 1998457 F 23677212 ACCRUED RETIREMENT BENEFITS 741565 741565 19539693 283823 148494 432317 19107376 192203 -293126 -100923 19006453 13477903 293126 293126 13184777 192203 192203 13376980 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. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 WADDELL W STILLMAN PRESIDENT 397250 0 100000 0 20112 0 35450 0 2750 0 555562 0 100000 0 PETER POCKRISS SENIOR VICE PRESIDENT 219908 0 0 0 4573 0 12859 0 22554 0 259894 0 0 0 ROB SCHWEITZER VP COMMUNICATIONS & COMMERCE 173607 0 0 0 2530 0 10245 0 9921 0 196303 0 0 0 LYNDA JONES VP HUMAN RESOURCES 155762 0 0 0 4901 0 8889 0 4451 0 174003 0 0 0 ELIZABETH BRADLEY VP PROGRAMS AND ENAGAGEMENT 159767 0 0 0 2260 0 8858 0 0 0 170885 0 0 0 JENNIFER KOVALSKAYA CONTROLLER 147096 0 0 0 4134 0 8538 0 2750 0 162518 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 49827 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 IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,000,334. MANAGEMENT AND GENERAL EXPENSES 86,587. FUNDRAISING EXPENSES 31,913. TOTAL EXPENSES 2,118,834. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION COST 148,494.