HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC (EIN 22-2484912)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-08
- IRS object ID
- 202512519349100801
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-08T09:20:12-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141604297 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RBT CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 757 2215 ROUTE 9W | AddressLine1Txt |
| City | LAKE KATRINE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12449 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 |
| Business Name Line2 | HEALTH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUDS | BusinessNameControlTxt |
| Phone | 8453390007 | PhoneNum |
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 | BRIGITTE DUPRE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2025-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG R SICKLER CPA | PreparerPersonNm |
| PTIN | P00237241 | PTIN |
| Phone | 8453367183 | PhoneNum |
| Preparation | 2025-09-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,844,000 | 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 | $17,600 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,368 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,368 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,343 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,343 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $93,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,396 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,707 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,107 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,620 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,680 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,091 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,091 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $732 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $732 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $3,850 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $3,850 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,502 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,502 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,443 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,032 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,443 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,282 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,664 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,786 | CashBOYAmt |
| Cash EOY | $20,969 | CashEOYAmt |
| Cash EOYFMV | $20,968 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $158,584 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,084 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,084 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $39 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $39 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $622,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $852,115 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,383,601 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $749,512 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $762,054 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $887,234 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $68,309 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $69,689 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $63,385 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $572,086 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $447,533 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $447,689 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $17,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,713 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,181,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,193,483 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,844,000 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,824 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $2,824 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,158,345 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,168,016 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $20,156 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $25,467 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,178,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,193,483 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,181,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,193,483 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,178,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,982 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,193,483 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,193,483 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX - FDS V-OWTH ETF | P | 2017-12-01 | 2024-01-09 | $8,947 | $4,029 | $4,918 | $4,918 |
| CVS HEALTH CORP | P | 2022-06-08 | 2024-09-11 | $9,844 | $16,500 | -$6,656 | -$6,656 |
| MERCK & CO INC | P | 2022-06-08 | 2024-09-11 | $30,238 | $23,596 | $6,642 | $6,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,396 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,344 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,344 | SubtotalAmt |
| Tax Based On Investment Income | $1,344 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $77 | EsPenaltyAmt |
| Tax Due | $1,421 | 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 | false | 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 | HTTP://WWW.HVFYH.ORG | WebsiteAddressTxt |
| Individual With Books | BRIGITTE DUPRE | 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 | false | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| 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 (10 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 | CHAIRPERSON | 4.00 | $0 | $0 | $0 |
| BRIGITTE DUPRE | ||||||||
| PO BOX 1163 | SAUGERTIES | NY | 12477 | TREASURER | 2.00 | $0 | $0 | $0 |
| LISA MURRAY | ||||||||
| PO BOX 3148 | KINGSTON | NY | 12401 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| JACKY LIESKE | ||||||||
| PO BOX 3148 | KINGSTON | NY | 12402 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ALEX JULSON | ||||||||
| PO BOX 3148 | KINGSTON | NY | 12402 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| ALEX RODRIQUEZ | ||||||||
| PO BOX 3148 | KINGSTON | NY | 12402 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MELISSA CHAHANOVICH | ||||||||
| PO BOX 3148 | KINGSTON | NY | 12402 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| GWEN MCCANN | ||||||||
| PO BOX 3148 | KINGSTON | NY | 12402 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| ADRIANA ARQUETA | ||||||||
| PO BOX 3148 | KINGSTON | NY | 12402 | STUDENT BOAR | 2.00 | $0 | $0 | $0 |
| KAYLYN DOYLE | ||||||||
| PO BOX 3148 | KINGSTON | NY | 12402 | STUDENT BOAR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,620,528 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,883 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,749,411 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,749,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,241 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,708,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,409 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,409 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,344 | TotalTaxAmt |
| Distributable Before Adj | $134,065 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $134,065 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $134,065 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,282 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $99,282 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,065 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $51,541 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $51,541 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,282 | QualifyingDistributionsAmt |
| Applied To Current Year | $99,282 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $34,783 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $34,783 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,758 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $16,758 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,758 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN LEGION | ||||||
| 1045 VETERANS WAY | PHOENICIA | NY | 12464 | PC | VETERANS SUPPORT | $1,000 |
| BOYS & GIRLS CLUB OF ULSTER COUNTY | ||||||
| PO BOX 2271 | KINGSTON | NY | 12402 | PC | NUTRITION PROGRAM | $2,500 |
| CATSKILL MTN SHAKESPEARE | ||||||
| 1870 SPRUCETON ROAD | WEST KILL | NY | 12492 | PC | PERFORMANCE PROGRAM & WORKSHOP | $3,000 |
| CATSKILL WHEELHOUSE | ||||||
| 5599 ROUTE 23 | ACRA | NY | 12405 | PC | EDUCATION PROGRAM | $1,500 |
| CENTER FOR PHOTOGRAPHY | ||||||
| 474 BROADWAY | KINGSTON | NY | 12401 | PC | WORKSHOP | $2,500 |
| CHATHAM KIDS CLUB | ||||||
| PO BOX 221 | CHATHAM | NY | 12401 | CHILD-CARE PROGRAM | $1,000 | |
| CHILDREN'S HOME OF KINGSTON | ||||||
| 26 GROVE STREET | KINGSTON | NY | 12401 | PC | BICYCLE PROGRAM | $2,750 |
| CRANDELL THEATRE | ||||||
| PO BOX 305 | CHATHAM | NY | 12037 | PC | COMMUNITY SUPPORT | $2,000 |
| CULTURE CONNECT | ||||||
| PO BOX 590 | RHINEBECK | NY | 12572 | PC | ACADEMIC PROGRAM | $2,000 |
| COLUMBIA CHILDREN'S CENTER | ||||||
| 142 UNION TURNIPIKE | HUDSON | NY | 12534 | PC | CHILD-CARE PROGRAM | $1,000 |
| COLUMBIA CO YOUTH THEATRE | ||||||
| 45 PAYN AVE | CHATHAM | NY | 12037 | PC | PERFORMING ARTS PROGRAM | $1,200 |
| COLUMBIA-GREENE ADDTION COALITION | ||||||
| PO BOX 845 | HUDSON | NY | 12534 | PC | SUPPORT PROGRAM | $1,500 |
| FAMILY HOUSE | ||||||
| 31 ALBANY AVE | KINGSTON | NY | 12401 | PC | SUPPORT PROGRAM | $2,500 |
| FLYING DEER NATURE CENTER | ||||||
| 122 DALEY ROAD | CHATHAM | NY | 12060 | PC | EDUCATION PROGRAM | $1,500 |
| FRIENDS OF FORSYTH NATURE CENTER | ||||||
| PO BOX 3923 | KINGSTON | NY | 12402 | PC | EDUCATION PROGRAM | $2,500 |
| FRIENDS OF HUDSON YOUTH | ||||||
| PO BOX 285 | HUDSON | NY | 12534 | PC | SUPPORT PROGRAM | $1,500 |
| GOOD WORK INSTITUTE | ||||||
| 65 SAINT JAMES ST | KINGSTON | NY | 12401 | PC | YOUTH PROGRAM | $1,500 |
| GO BEYOND GREATNESS | ||||||
| 507 BROADWAY | KINGSTON | NY | 12401 | PC | COMMUNITY PROGRAM | $2,500 |
| HORSES FOR CHANGE | ||||||
| PO BOX 54 | ESOPUS | NY | 12429 | PC | PROGRAM SUPPORT | $1,500 |
| HARMONY PROJECT | ||||||
| PO BOX 62 | RHINECLIFF | NY | 12574 | EDUCATION PROGRAM | $1,000 | |
| MAYA GOLD FOUNDATION | ||||||
| 5 WARWARSING ROAD | NEW PALTZ | NY | 12561 | PC | PROGRAM SUPPORT | $1,000 |
| MENTOR ME | ||||||
| PO BOX 199 | PORT EWEN | NY | 12466 | PC | MENTORING PROGRAM | $1,000 |
| MHACG YOUTH CLUBHOUSE | ||||||
| 713 UNION STREET | HUDSON | NY | 12534 | PC | SUPPORT PROGRAM | $1,000 |
| MORTON MEMORIAL LIBRARY | ||||||
| PO BOX 198 | PINE HILL | NY | 12465 | PC | COMMUNITY PROGRAM | $1,500 |
| MOUNTAIN TOP CARES | ||||||
| PO BOX 895 | WINDHAM | NY | 12496 | PC | SUPPORT PROGRAM | $1,500 |
| MUSIC ON THE DELAWARE | ||||||
| PO BOX 408 | WALTON | NY | 13856 | PC | PERFORMING ARTS PROGRAM | $1,750 |
| PEOPLES PLACE | ||||||
| 17 ST JAMES ST | KINGSTON | NY | 12401 | PC | PROGRAM SUPPORT | $2,500 |
| PERFECT TEN AFTER SCHOOL | ||||||
| 51 N 5TH ST | HUDSON | NY | 12534 | PC | PROGRAM SUPPORT | $1,500 |
| PHOENICIA PLAYHOUSE | ||||||
| 10 CHURCH STREET | PHOENICIA | NY | 12464 | PC | WORKSHOP | $2,000 |
| PHOENIX WEB COLLECTIVE | ||||||
| PO BOX 634 | HUNTER | NY | 12442 | PC | ART PROGRAM | $650 |
| PINE HILL COMMUNITY CENTER | ||||||
| 287 MAIN STREET | PINE HILL | NY | 12465 | PC | COMMUNITY SUPPORT | $1,000 |
| PLACE CORP | ||||||
| 16 LUCAS AVE | KINGSTON | NY | 12401 | PC | EDUCATION PROGRAM | $3,000 |
| PRATTSVILLE ART CENTER | ||||||
| PO BOX 400 | PRATTSVILLE | NY | 12468 | PC | PROGRAM SUPPORT | $650 |
| R H COMMUNITY CENTER | ||||||
| 59 FISK STREET | RED HOOK | NY | 12571 | PC | PROGRAM SUPPORT | $2,000 |
| RED HOOK LIBRARY | ||||||
| 7444 S BROADWAY | RED HOOK | NY | 12571 | PC | PROGRAM SUPPORT | $1,250 |
| RED HOOK RESPONDS | ||||||
| PO BOX 624 | RED HOOK | NY | 12571 | PC | YOUTH PROGRAM | $1,500 |
| RED HOOK SPORTS CLUB | ||||||
| PO BOX 469 | RED HOOK | NY | 12571 | PC | SUPPLIES | $2,500 |
| RESILENT CHILD FUND | ||||||
| 14 DEWITT MILLS ROAD | HURLEY | NY | 12443 | PC | SUPPORT PROGRAM | $1,250 |
| RYAN HOUSE | ||||||
| 1568 ROUTE 32 | SAUGERTIES | NY | 12477 | PC | PROGRAM SUPPORT | $1,000 |
| RAFFLE GRANT PERFECT TEN AFTER SCHO | ||||||
| 51 N 5TH ST | HUDSON | NY | 12534 | PC | SUPPORT PROGRAM | $1,000 |
| SAUGERTIES SCHOOL PANTRY | ||||||
| 965 ALBANY AVE | LATHAM | NY | 12110 | PC | SUPPORT PROGRAM | $2,000 |
| SEED SONG FARM | ||||||
| 64 GILL STREET | KINGSTON | NY | 12401 | PC | FARM | $1,000 |
| STOCKADE WORKS | ||||||
| PO BOX 3999 | KINGSTON | NY | 12402 | PC | PROGRAM SUPPORT | $1,000 |
| TEAM NORA | ||||||
| PO BOX 667 | RED HOOK | NY | 12571 | PC | FAMILY SUPPORT | $500 |
| TMI PERIOD POWER CLUB | ||||||
| 65 ST JAMES ST | KINGSTON | NY | 12401 | PC | SUPPORT PROGRAM | $3,000 |
| VOICE THEATRE | ||||||
| PO BOX 353 | BEARSVILLE | NY | 12409 | PC | THEATER WORKSHOP | $1,000 |
| WILD EARTH | ||||||
| 2307 LUCAS TPK | HIGH FALLS | NY | 12440 | PC | PROGRAM SUPPORT | $1,500 |
| SAUGERTIES PTSA | ||||||
| 310 WASHINGTON AVE | SAUGERTIES | NY | 12477 | EDUCATION PURPOSES | $1,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,368 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,343 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,396 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $118,107 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,107 | 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) |
|---|---|---|
| Amt | $6,300 | Amt |
| Net Investment Income | $1,620 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,680 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD LONG TERM BD | $74,490 | $58,302 |
| VANGUARD INDEX FDS BD | $64,692 | $58,887 |
| VANGUARD SHORT TERM BD | $126,564 | $124,791 |
| VANGUARD INTL DEVELOPED | $120,552 | $133,896 |
| VANGUARD CHARLOTTE TOTAL INTL BD | $144,472 | $133,367 |
| VANGUARD INTL EMERGING | $46,835 | $49,765 |
| VANGUARD GROWTH | $76,624 | $169,922 |
| VANGUARD VALUE | $83,951 | $122,743 |
| VANGUARD SMALL CAP | $23,874 | $35,561 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $30,066 | $35,895 |
| ADVANCED MICRO DEVICES INC | $5,978 | $60,395 |
| ALTRIA GROUP INC | $26,035 | $52,290 |
| APPLE INC | $20,171 | $125,210 |
| BANK OF AMERICA CORP | $6,386 | $43,950 |
| CITIGROUP INC NEW | $30,025 | $41,178 |
| CVS HEALTH CORPORATION | ||
| EXXON MOBIL CORP | $25,018 | $25,709 |
| FREEPORT MCMORAN INC CLASS B | $16,433 | $47,410 |
| ISHARES ETF PFD | $12,476 | $11,979 |
| ISHARES CORE US | $12,505 | $11,919 |
| ISHARES IBOXX | $12,445 | $12,348 |
| GOLDMAN SACHS TR | $239,362 | $239,362 |
| MERCK & CO INC NEW | $6,435 | $7,162 |
| ORACLE CORPORATION | $33,374 | $119,648 |
| PARNASSUS ENDEAVOR | $162,643 | $214,621 |
| T ROWE PRICE BLUE CHIP GROWTH | $167,194 | $286,365 |
| T ROWE PRICE GROUP INC | $30,080 | $27,594 |
| WILLIAMS COMPANIES INC | $15,489 | $20,566 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL ONE NA CD | AT COST | $50,000 | $49,752 |
| CAPITAL ONE NA CD | AT COST | ||
| JOHN MARSHALL BANK CD | AT COST | ||
| PORTAGE BANK CD | AT COST | $50,000 | $50,240 |
| SALLIE MAE BANK/SALT CD | AT COST | ||
| WELLS FARGO BANK NA CD | AT COST | $57,942 | $58,106 |
| KEY CD - 7 MO. | AT COST | $133,283 | $133,283 |
| KEY CD - 13 MO. | AT COST | $132,370 | $132,370 |
| KEY CD - XX | AT COST | $23,938 | $23,938 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $17,713 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $17,713 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| POSTAGE & SHIPPING | $397 | $397 |
| INSURANCE | $500 | $500 |
| WEB SERVICES | $745 | $745 |
| MARKETING | $433 | $433 |
| DUES & MEMBERSHIP | $544 | $544 |
| CONTRACT SERVICES | $7,081 | $7,081 |
| TRAVEL, CONFERENCES & MEETING | $392 | $392 |
| TELEPHONE | $384 | $384 |
| OFFICE SUPPLIES | $1,026 | $1,026 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $2,824 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $19,091 | Amt |
| Net Investment Income | $19,091 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $732 | Amt |
| Net Investment Income | $732 | NetInvestmentIncomeAmt |
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