2020-11-11T12:40:06-06:00 2019-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2019-01-01 131692606 HISTORIC HUDSON VALLEY HIST 9146318200 639 BEDFORD ROAD POCANTICO HILLS NY 10591 WADDELL W STILLMAN PRESIDENT 9146318200 2020-11-06 1 FREDERICK MARTENS P00298107 2126972299 38.142.140.186 2020-11-06 15:20:41 ES P 7EE24DDEAA34AFAE9DF92C3D2672F42BD3DA974D A75ECF90F4EA679C298DF903E96775B34A8C9CB0 2019 2021-01-29 14:40:06Z WADDELL W STILLMAN 639 BEDFORD ROAD POCANTICO HILLS NY 10591 30823013 0 X WWW.HUDSONVALLEY.ORG X 1951 NY HHV CELEBRATES THE HISTORY AND CULTURE OF THE HUDSON VALLEY. 19 19 211 140 198723 24026 2427218 2508762 6312165 7276062 3420765 2585544 927973 932733 13088121 13303101 0 0 0 0 5422480 5547242 0 0 448047 7320084 8338445 12742564 13885687 345557 -582586 78875888 82382599 8086568 8312108 70789320 74070491 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 2069901 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. 6785798 7276062 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 2019, 325,748 VISITORS CAME TO THE HISTORIC SITES FOR TOURS, SCHOOL EDUCATION PROGRAMS AND SEASONAL FESTIVALS. 1281592 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. 1316371 334552 MARKETING, PUBLIC RELATIONS AND NEW MEDIA, AND MUSEUM SHOPS. 1316371 334552 11453662 1 1 0 0 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 1 135 0 211 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 ROBERT G DELAMATER TRUSTEE AND CHAIRMAN 1.00 X X 0 0 0 JAMES E FITZGERALD JR TRUSTEE AND VICE 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. COMM. 1.00 X X 0 0 0 WILLIAM F PLUNKETT JR TRUSTEE AND VICE CHAIRMAN 1.00 X X 0 0 0 WILLIAM H WRIGHT II TRUSTEE AND TREASURER 1.00 X X 0 0 0 WILSON S NEELY TRUSTEE AND SECRETARY 1.00 X X 0 0 0 DWIGHT W ANDERSON TRUSTEE 1.00 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 KATHARINE CHAPMAN TRUSTEE 1.00 X 0 0 0 JOSEPH P COTTER TRUSTEE 1.00 X 0 0 0 LINDA HOLDEN-BRYANT TRUSTEE 1.00 X 0 0 0 BARBARA F ISRAEL 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 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 480889 0 45532 PETER POCKRISS SENIOR VICE PRESIDENT 35.00 X 206025 0 32121 ROB SCHWEITZER VP COMMUNICATIONS & COMMERCE 35.00 X 158875 0 19097 LYNDA JONES VP HUMAN RESOURCES 35.00 X 147639 0 12567 ELIZABETH BRADLEY VP PROGRAMS 35.00 X 142505 0 11668 JENNIFER KOVALSKAYA CONTROLLER 35.00 X 134905 0 12149 RICHARD TORRES DIRECTOR OF BUILDINGS & GROUNDS 35.00 X 100729 0 6852 1371567 0 139986 7 0 1 0 MANPOWER 21271 NETWORK PLACE CHICAGO IL 60673 CONTRACT LABOR- EVENTS 463403 ABBOTT & PRICE INC 5 SCHUMAN ROAD MILLWOOD NY 10546 CONSTRUCTION 443879 JAY WOODS DESIGN INC 340 BURNT MEADOW ROAD GARDINER NY 12525 LIGHTING DESIGN SERVICE 443205 PROPARK AMERICA NEW YORK ONE UNION PLACE HARTFORD CT 06103 PARKING ATTENDANT SERVICE 348009 TJR EXCAVATING CONTRACTORS INC 5 ROUTE 376 SUITE 3A HOPEWELL JUNCTION NY 12533 CONSTRUCTION 281770 18 259850 1261211 987701 74407 2508762 ADMISSION FEES 713990 7276062 7276062 7276062 1772196 18802 1753394 79880 0 79880 79880 79880 17849192 17035844 813348 813348 813348 998541 484068 514473 334552 179921 CAFE SALES 722210 243407 243407 INSURANCE AND OTHER RECOVERIES 900099 75974 75974 OTHER REVENUE 900099 18999 18999 338380 13303101 7610614 198723 2985002 1256915 502257 707029 47629 3453008 2935555 367097 150356 123987 85290 35234 3463 278607 217618 53425 7564 434725 340583 76233 17909 10980 10980 87818 87818 181479 181479 1023790 822246 169103 32441 232274 206029 26245 257581 205747 36459 15375 272530 272530 247859 247859 120180 95025 23490 1665 272718 217164 35353 20201 1005951 848189 126463 31299 225967 225967 UBIT TAXES 8694 8694 PROGRAMS AND EVENTS 3237172 3145049 8901 83222 CREDIT CARD FEES 289438 260494 0 28944 REPAIRS AND MAINTENANCE 283822 281430 2392 580192 535936 36277 7979 13885687 11453662 1983978 448047 1211231 1053895 626076 830222 89150 188134 12277778 11627778 164789 142294 152641 70500 39040625 14584897 24579683 24455728 27956780 32865845 10083870 8609974 1733890 2538229 78875888 82382599 770096 1109331 134807 84570 6400638 6268196 781027 850011 8086568 8312108 X 40227142 40229160 30562178 33841331 70789320 74070491 78875888 82382599 X -582586 3943586 -79829 X 0 1 X 1 0 X 1991890 1774503 2289039 2427218 2508762 10991412 1991890 1774503 2289039 2427218 2508762 10991412 412016 10579396 1798860 1341017 1658129 1863976 1833274 8495256 7633 14402 38179 44721 198723 303658 103498 233747 228078 233048 338380 1136751 20927077 30443180 0.50550 0.52490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 28850354 4458082 1531163 31777273 32804478 -2368277 1585847 28850354 30254455 4104896 1554873 32804478 30986999 997008 1729552 30254455 33531247 -784111 1760137 30986999 0.00000 0.75220 0.24780 0 0 2237000 2237000 23684451 7449587 16234864 1902394 744012 1158382 7163321 6053312 1110009 4053459 337986 3715473 24455728 GOLDMAN SACHS 142387 F JP MORGAN HEDGE FUNDS 3770349 F NCD PARTNERS 177304 F PAULSON ENHANCED FUNDS 237778 F SLA PRIVATE INVESTORS 733884 F TISHMAN SPEYER 17096 F TUDOR PRIVATE HOLDINGS 33073 F TUDOR RAPTOR GLOBAL 70201 F BSREP III (BROOKFIELD) PRIVATE 258149 F AG OPPORTUNISTIC WHOLE LOAN SELECT 134648 F APOLLO VII PRIVATE INVESTORS 134763 F CERBERUS VI PRIVATE INVESTORS 472357 F HIGHBRIDGE MEZZANINE PARTNERS, LP 52299 F HPS CORE SENIOR LENDING OFFSHORE 841956 F HPS MEZZ PRIVATE INVESTORS 439418 F JC FLOWERS III PRIVATE INVESTORS 319190 F PEG SECONDARY PRIVATE EQUITY 151424 F STARWOOD SOF XI PRIVATE INVESTORS 92486 F WARBURG PINCUS XII PRIVATE INVESTORS 531212 F 8609974 ACCRUED RETIREMENT BENEFITS 850011 850011 17469447 3943586 -79829 3863757 13605690 181479 -484068 -302589 13303101 14188276 484068 484068 13704208 181479 181479 13885687 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 396541 0 60000 0 24348 0 43130 0 2402 0 526421 0 0 0 PETER POCKRISS SENIOR VICE PRESIDENT 199118 0 0 0 6907 0 11263 0 20858 0 238146 0 0 0 ROB SCHWEITZER VP COMMUNICATIONS & COMMERCE 155291 0 0 0 3584 0 8777 0 10320 0 177972 0 0 0 LYNDA JONES VP HUMAN RESOURCES 140498 0 0 0 7141 0 7963 0 4604 0 160206 0 0 0 ELIZABETH BRADLEY VP PROGRAMS 139745 0 0 0 2760 0 7894 0 3774 0 154173 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 7 74407 FMV 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. TAKING PERFORMANCE INTO CONSIDERATION, AS WELL AS A RECENT STUDY OF COMPENSATION PAID TO SIMILARLY EXPERIENCED CEO'S AT COMPARABLE INSTITUTIONS, THE COMMITTEE DETERMINED THAT MR. STILLMAN WAS EXCEEDING EXPECTATIONS, AND ADJUSTED HIS SALARY ACCORDINGLY. 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 -79,829.