2020-11-13T14:36:23-06:00 2019-12-31 474526160 EFPR GROUP CPAS PLLC 100 SOUTH CLINTON AVE SUITE 1500 ROCHESTER NY 146041801 990 2019-01-01 461967347 CATHERINE VIOLET HUBBARD FOUNDATION INC CATH 8666208640 PO BOX 3571 NEWTOWN CT 06470 JENNIFER HUBBARD EXECUTIVE DIRECTOR 8666208640 2020-10-27 1 CHRISTOPHER JOHNSTON P00896198 5854278900 2020-10-27 64.88.174.3 2020-10-27 07:08:23 ED P A3098CE9DE43BB2541F8C5D4A8AA4A8648865DD1 6B9B0FE64E4B00D65FC92CC5B5C72A0AF1245DFA 2019 2021-01-29 14:40:06Z JENNIFER HUBBARD 3 OWL RIDGE LN SANDY HOOK CT 06482 1033703 0 X HTTP://CVHFOUNDATION.ORG X 2013 NY ENRICHING THE LIVES OF ALL BEINGS BY PROMOTING COMPASSION AND ACCEPTANCE 5 4 1 358 0 0 1145895 930231 0 0 25992 21411 -373412 -222792 798475 728850 0 0 0 0 0 53375 0 0 67368 387585 555561 387585 608936 410890 119914 3824100 4169715 47805 42427 3776295 4127288 X THE CATHERINE VIOLET HUBBARD FOUNDATION ENRICHES THE LIVES OF ALL BEINGS BY PROMOTING COMPASSION AND ACCEPTANCE. BY HONORING THE BOND BETWEEN HUMANS, ANIMALS AND THE ENVIRONMENT, THE FOUNDATION IS CREATING A KINDER AND GENTLER WORLD FOR ALL. 0 0 66042 EDUCATIONAL PROGRAMMING: THROUGH IN-SCHOOL EDUCATION AND COMMUNITY WORKSHOPS, THE FOUNDATION'S INTERGENERATIONAL EDUCATIONAL PROGRAMS REACHED OVER 10,000 DURING 2019, AN INCREASE OF OVER 2,000 VERSUS 2018. K-6 CIRRICULUM WAS TAUGHT IN THE CLASSROOM AND ONSITE, INVITING STUDENTS TO EXPLORE AND UNDERSTAND THE IMPORTANT ROLE NATIVE WILDLIFE PLAYS IN THE ECOSYSTEM AND THE RESPONSIBILITY THEY HOLD AS STEWARDS OF THE ENVIRONMENT AND THE ANIMALS THAT CALL IT HOME. CLASSROOM INSTRUCTION IS TRANSLATED INTO FREE MONTHLY PROGRAMMING WHICH INVITES ALL AGES TO EXPLORE RELEVANT CONTENT TAUGHT BY AREA EXPERTS AND PARTNERS. 37238 7728 BUTTERFLY PARTY: A FREE COMMUNITY PROGRAM, IN 2019 CATHERINE'S BUTTERFLY PARTY WELCOMED OVER 7,000 HUMANS AND FOUND HOMES FOR 64 COMPANION ANIMALS. CATHERINE'S BUTTERFLY PARTY HIGHLIGHTS THE WAY THE FOUNDATION EXECUTES ITS MISSION FOR HONORING THE BOND BETWEEN HUMANS AND ANIMALS. THE ONE-DAY EVENT PROVIDES A FORUM FOR ANIMAL WELFARE AND ENVIRONMENTAL EDUCATORS TO EDUCATE GUESTS ON THE IMPORTANCE OF CARING FOR NOT ONLY THE ANIMALS IN OUR CARE, BUT THE HABITATS IN WHICH THEY LIVE. ADDITIONALLY, 28 TRI-STATE ANIMAL RESCUE ORGANIZATIONS AND SHELTERS FIND HOMES FOR ANIMALS IN NEED OF A FOREVER FAMILY. POWERED BY SPONSORSHIP SUPPORT, IN JUST FIVE YEARS, CATHERINE'S BUTTERFLY PARTY HAS GROWN TO BECOME THE HIGHEST ATTENDED SINGLE DAY EVENT IN NEWTOWN. 11377 THE SENIOR PAW PROJECT: SENIOR CAREGIVERS, BECAUSE OF FINANCIAL STRAIN, MANY TIMES ARE FORCED TO MAKE CHOICES BETWEEN THEIR OWN BASIC CARE AND THEIR PETS. OFTEN TIMES, THESE SENIORS WILL SACRIFICE THEIR OWN HEALTH AND WELL-BEING OR WILL ULTIMATELY BE FORCED TO SURRENDER THEIR PET TO ANIMAL CONTROL. THROUGH PARTNERSHIPS WITH LOCAL MUNICIPALITIES, HOUSING AUTHORITIES, AND HEALTH AND HUMAN SERVICES, THE SENIOR PAW PROJECT INTERCEDES, PROVIDING RESOURCES THAT KEEP CAREGIVER AND PET TOGETHER. IN 2019, THE SENIOR PAW PROJECT, BECAUSE OF A GRANT FROM PET SMART CHARITIES, FOUNDATIONS AND INDIVIDUAL DONATIONS, SUPPORTED 52 CASES AND PROVIDED 3,200 PET FOOD MEALS. 233983 9115 OTHER PROGRAMS 233983 9115 348640 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 NY CT X THE ORGANIZATION 8666208640 PO BOX 3571 NEWTOWN CT 06470 PHILIP HUBBARD CHAIR 10.00 X X 0 0 0 KEVIN MASSETT TREASURER 5.00 X X 0 0 0 JENNIFER HUBBARD EXECUTIVE DIRECTOR 40.00 X X 49039 0 0 EARL WHEWAY DIRECTOR 2.00 X 0 0 0 KELLY MCCORMICK-SULLIVAN SECRETARY 2.00 X X 0 0 0 MATTHEW HUBBARD FORMER DIRECTOR 0.00 X 0 0 0 PETER PAULOS FORMER DIRECTOR 0.00 X 0 0 0 GRETCHEN CARLSON FORMER DIRECTOR 0.00 X 0 0 0 BRIAN OCHS FORMER TREASURER 0.00 X X 0 0 0 49039 0 0 0 0 0 0 NICK & GINO VONA LLC 2959 CONGRESS STREET FAIRFIELD CT 06824 MASON CONTRACTORS 156000 1 317727 612504 7114 930231 25579 25579 4168 -4168 -4168 -4168 61050 317727 300685 -239635 -239635 OTHER REVENUE 900099 16843 16843 16843 728850 16843 0 -218224 X 49039 29423 9808 9808 4336 2602 867 867 4083 4083 16450 16450 339257 267371 71886 8273 4198 1200 2875 19947 45 17713 2189 16064 151 15913 2315 1551 532 232 11560 11560 10859 251 10608 EVENT SUPPLIES & EXPENS 67369 31416 7254 28699 PRINTING AND PUBLICATIO 29435 7641 51 21743 BANK & CREDIT CARD FEES 12370 12370 MERCHANDISE SUPPLIES 10023 3701 6322 7556 290 6311 955 608936 348640 192928 67368 1063102 480220 602234 655131 17166 75724 1055008 18793 429127 1036215 888944 1118920 61922 41900 761605 761605 3824100 4169715 47805 42427 47805 42427 X 2312900 2604201 1463395 1523087 3776295 4127288 3824100 4169715 119914 231079 0 X X 0 1 X 1 0 X 610094 547169 928981 1145895 930231 4162370 610094 547169 928981 1145895 930231 4162370 4162370 2792 19145 21480 25992 25579 94988 378 10344 12403 18519 16843 58487 4315845 458660 0.96440 0.98820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 0.18 1 1 2.00 340000 340000 70047 6436 63611 22144 8779 13365 622817 3578 619239 1036215 X 1264782 231079 304853 535932 728850 0 728850 913789 4168 300685 304853 608936 0 608936 PART II, LINE 3: IN ACCORDANCE WITH ASC 350-30, THE ORGANIZATION RECORDS CONSERVATION EASEMENTS AS AN INTANGIBLE ASSET AT THE FAIR VALUE OF THE CONSERVATION EASEMENT AS OF THE DATE OF THE CONTRIBUTION. FURTHERMORE, ASC 350-30 REQUIRES THE ORGANIZATION TO TEST THESE ASSETS FOR IMPAIRMENT ANNUALLY OR WHENEVER EVENTS CHANGE OR CIRCUMSTANCES INDICATE THAT THE CARRYING VALUE OF THE ASSET MAY NOT BE RECOVERABLE. MANAGEMENT DETERMINED THAT THE VALUE OF THE CONSERVATION EASEMENT IS NOT IMPAIRED AT DECEMBER 31, 2019. PART II, LINE 5: IF THE FOUNDATION DETERMINES THAT A VIOLATION OF THIS CONSERVATION EASEMENT HAS OCCURRED, OR IS THREATENED, BY THE ACTIONS OR INACTION OF THE GRANTOR, THE GRANTOR'S AGENTS OR WITH THE CONSENT OR APPROVAL OF THE GRANTOR OR THE GRANTOR'S AGENTS, THE FOUNDATION SHALL GIVE WRITTEN NOTICE TO THE GRANTOR OF SUCH ALLEGED VIOLATION AND DEMAND THAT CORRECTIVE ACTION SUFFICIENT TO CURE THE ALLEGED VIOLATION BE TAKEN. THE FOUNDATION SHALL DEMAND THAT THE GRANTOR RESTORE THE NEW EASEMENT AREA TO ITS CONDITION IMMEDIATELY PRECEDING THE VIOLATION COMPLAINED OF IN ACCORDANCE WITH A PLAN APPROVED BY THE FOUNDATION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH ASC 740-10-50, THE ORGANIZATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT THE ORGANIZATION IS CURRENTLY OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS HAS BEEN INCLUDED ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE EXEMPT ORGANIZATION'S INFORMATIONAL RETURNS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 300,685. LOSS ON DISPOSAL OF ASSETS 4,168. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 300,685. GALA 354889 309589 45300 95000 66607 15000 100190 GOLF TOURNAMENT 23888 8138 15750 5800 16688 200 1200 378777 317727 61050 5800 111688 66807 16200 100190 300685 -239635 FORM 990, PART VI, SECTION A, LINE 2 KELLY MCCORMICK-SULLIVAN, THE SECRETARY, IS THE SISTER-IN-LAW TO JENNIFER HUBBARD. THE BOARD OF DIRECTORS OF THE CATHERINE VILOET HUBBARD FOUNDATION HAD 3 OTHER BOARD MEMBERS FOR A TOTAL OF 5 MEMBERS IN 2019. FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION UPDATED ITS BYLAWS TO INCLUDE AN ARTICLE ON CONDUCT AND ETHICS. EACH MEMBER OF THE FOUNDATION IS REQUIRED TO MEET: THE DUTY OF CARE; THE DUTY OF LOYALTY; AND THE DUTY OF OBEDIENCE. BOARD MEMBERS SHALL ACT WITH HONESTY, RESPECT, INTEGRITY, AND OPENNESS IN ALL THEIR DEALINGS AS REPRESENTATIVES OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED INTERNALLY BY THE CHAIR, TREASURER AND EXECUTIVE DIRECTOR BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A DISCLOSURE AGREEMENT WHICH IS DISCUSSED AND REVIEWD BY THE BOARD ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A WHEN DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION, THE BOARD SECRETARY COMPILED A MARKET ANALYSIS TO ESTABLISH COMPARABLE COMPENSATION FOR ORGANIZATIONS OF SIMILAR SIZE AND VALUE. THE RANGE WAS THEN PRESENTED TO THE BOARD FOR FINAL DETERMINATION OF THE SALARY OFFERED. FORM 990, PART VI, SECTION C, LINE 18 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS CAN BE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 259,577. MANAGEMENT AND GENERAL EXPENSES 57,386. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 316,963. VET SERVICES: PROGRAM SERVICE EXPENSES 7,794. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,794. CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,500. FORM 990, PART XII, LINE 2C: NO CHANGE TO THE PROCESS FROM THE PRIOR YEAR.