HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC (EIN 22-2484912)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349102380
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T11:54:50-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marianne Wood-Jensen Tax & Accounting Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 703A 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 | 2018-01-01 | 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 Health Inc | BusinessNameLine1Txt |
| 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 DuPree | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8453390007 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marianne E Wood-Jensen | PreparerPersonNm |
| PTIN | P00009084 | PTIN |
| Phone | 8458020371 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.206.149.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 11:54:42 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AF97EE9218B292D1B5BACF2D780A8CE95D9E6BBF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 778BA541C4DA9C24882121CCF7D237455950CE8F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,789,534 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,529 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,213 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $316 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $316 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $40,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,629 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $316 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,415 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,125 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,059 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,059 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $306 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $306 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,819 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $4,200 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $4,200 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,219 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,219 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $8 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $8 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,716 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,820 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,371 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,942 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,125 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,229 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,245 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,245 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,187 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,125 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,474 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,244 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,625 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,103 | CashBOYAmt |
| Cash EOY | $13,644 | CashEOYAmt |
| Cash EOYFMV | $13,644 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,885 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,958 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,958 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $661 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $661 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $661 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $675,834 | CorporateStockBOYAmt |
| Corporate Stock EOY | $695,235 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $685,276 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $453,460 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $453,999 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $425,360 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Mortgage Loans BOY | $37,036 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $38,029 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $37,278 | MortgageLoansEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $17,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,713 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $426,485 | OtherAssetsBOYAmt |
| Other Assets EOY | $368,698 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $580,357 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,668,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,617,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,789,534 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,668,464 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,617,224 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,668,464 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,617,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,668,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,617,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,668,464 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,244 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $1,617,224 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,617,224 | 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 | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 45 shares Vanguard VEA - FTSE developed MKTS ETF | P | 2017-12-05 | 2018-01-11 | $2,083 | $0 | $1,998 | $85 | $0 | $0 | $0 | $85 |
| 23 shares Vanguard VUG - Index FDS Vanguard Growth ETF | P | 2017-12-05 | 2018-01-11 | $3,366 | $0 | $3,195 | $171 | $0 | $0 | $0 | $171 |
| 16 shares Vanguard VWO - Itnl Equity Index FDS Emerging Mkts | P | 2017-12-05 | 2018-01-11 | $764 | $0 | $704 | $60 | $0 | $0 | $0 | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $316 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $316 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,009 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,987,413 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028685 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,821 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,859,520 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046152 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,860 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,225,066 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033644 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,615 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,150,802 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034227 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,986 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,065,500 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.014033 | DistributionYr5Rt |
| Total Distribution | 0.156741 | TotalDistributionRt |
| Average Distribution | 0.031348 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,792,189 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,182 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $256 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,438 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,474 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $256 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $256 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $256 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $256 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | HV Foundation For Youth | IndividualWithBooksNm |
| Phone | 8453390007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 Van Wagenen Lane | AddressLine1Txt |
| City | Kingston | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 124010903 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
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 | $7,500 | $0 | $0 |
| Alice Lively | ||||||||
| 10 Mountain View Road | Rhinebeck | NY | 12572 | Board Member | 3.00 | $1,400 | $0 | $0 |
| Brigitte Dupre | ||||||||
| PO Box 1163 | Saugerties | NY | 12477 | Chair | 5.00 | $7,500 | $0 | $0 |
| Lisa Murray | ||||||||
| PO Box 3148 | Kingston | NY | 12401 | Vice chairperson | 3.00 | $1,000 | $0 | $0 |
| Ellery Loheide | ||||||||
| 15 Red Maple Rd | Shokan | NY | 12481 | Student Board Mem | 3.00 | $900 | $0 | $0 |
| Malcolm Grover | ||||||||
| 112 West Chestnut Street | Kingston | NY | 12401 | Board Member | 3.00 | $0 | $0 | $0 |
| Gwendolyn McCann | ||||||||
| 67 Benner Road | Red Hook | NY | 12571 | board member | 3.00 | $1,600 | $0 | $0 |
| Stephen T Casa | ||||||||
| 104 Baumgarten Rd | Saugerties | NY | 12477 | board member | 3.00 | $300 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Awareness Inc- help high school studentss identify if there is a need for behavior modification. Peer to Peer education program addressing substance use, anger, coping skills, etc. for your ages 14-24 | Description1Txt |
| Expenses1 | $2,500 | Expenses1Amt |
| Description2 | YMCA swim lessons for underprivileged youth | Description2Txt |
| Expenses2 | $2,500 | Expenses2Amt |
| Description3 | Bard brothers at Bard summer academy | Description3Txt |
| Expenses3 | $2,500 | Expenses3Amt |
| Description4 | Red Hook Raiders Sports Club after prom non Alchol party to save lives | Description4Txt |
| Expenses4 | $2,500 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | n/a | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,721,571 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,819,481 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,819,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,792,189 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,609 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,609 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $256 | TotalTaxAmt |
| Distributable Before Adj | $89,353 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $89,353 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $89,353 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,474 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $60,474 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $256 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,218 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,353 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,628 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,907 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $85,946 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,723 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $293,204 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,474 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $60,474 | RemainingDistriFromCorpusAmt |
| Total Corpus | $353,678 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $89,353 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $353,678 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,628 | ExcessFromYear4Amt |
| Excess From Year3 | $75,907 | ExcessFromYear3Amt |
| Excess From Year2 | $85,946 | ExcessFromYear2Amt |
| Excess From Year1 | $57,723 | ExcessFromYear1Amt |
| Excess From Current Year | $60,474 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | na | ContributingManagerNm |
| Shareholder Manager | na | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| George Sisco | |||||||
| C/O Hudson Valley Fdn for Youth Hea | Kingston | NY | 124010903 | 8453390007 | n/a | n/a | n/a |
| George Sisco | |||||||
| C/O Hudson Valley FDN for Youth Hea | Kingston | NY | 12401 | 8453390007 | n/a | n/a | n/a |
| George Sisco | |||||||
| C/O Hudson Valley FDN for Youth Hea | Kingston | NY | 12401 | 8453390007 | n/a | n/a | n/a |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Awareness Inc | ||||||
| PO Box 363 | West Hurley | NY | 12491 | PC | to help high school students identify if there is need for behavior modificationAwareness Substance Education Progran | $2,500 |
| YMCA of Kingston | ||||||
| 507 Broadway | Kingston | NY | 12401 | PC | Rowing program for Yourth in CommunityExpose yourth from variety of backgrounds to rowing/crew. A crewi teammust learn to trust and be entirely in sync and work as a team | $2,500 |
| Catskill Recreation Center | ||||||
| 651 CTY HWY 38 | Arkville | NY | 12406 | PC | To offer youth opportunity to participate in swim lessons | $705 |
| Red Hook Raiders Sports Club | ||||||
| PO Box 469 | Red Hook | NY | 12571 | PC | After prom non alchol party to save lives | $2,500 |
| Gallery at Rhinebeck Inc | ||||||
| 47 e Market St | Rhinebeck | NY | 12572 | pc | Youth education atAnderson Center & Deveruex | $2,000 |
| Bard | ||||||
| 30 Campus Rd | AnnandaleonHudson | NY | 12504 | pc | Brothers at Bard summer academy | $2,500 |
| Culture Connect Inc | ||||||
| PO Box 590 | Rhinebeck | NY | 12572 | pc | After school and summer enrichment program | $1,500 |
| Susie Reizod Foundation | ||||||
| PO Box 816 | New Paltz | NY | 12561 | pc | backpacks and shows for school childrenin need in Ulster co | $1,500 |
| Woodstock Day School | ||||||
| PO Box 1 | Woodstock | NY | 12494 | pc | Multi schoolliterary festival | $2,500 |
| Forsythe Nature Center | ||||||
| 125 Lucas Ave Ext | Kingston | NY | 12401 | pc | drinking fountain | $2,500 |
| Catskill Animal Sanctuary | ||||||
| 316 Old Stage Rd | Saugerties | NY | 12477 | pc | Camp Kindness and field trips 2018 | $1,500 |
| Catskill Community Center | ||||||
| 344 Main St | Catskill | NY | 12412 | pc | emergency medical trainingfor youth program staff | $300 |
| Chatham Children's Garden | ||||||
| 488 Rt 295 | Chatham | NY | 12037 | pc | garden program | $2,250 |
| Family of Woodstock | ||||||
| 16 Rock City Rd | Woodstock | NY | 12498 | pc | emergency housingfor children | $2,500 |
| Germantown PTSA | ||||||
| 123 Main St | Germantown | NY | 12526 | pc | robotics equipmentfor student education | $2,500 |
| Hudson Valley Seed | ||||||
| PO Box 223 | Beacon | NY | 12508 | pc | growing healthy kids in Kingston | $2,500 |
| Imagine Onteora | ||||||
| PO Box 204 | Shokan | NY | 12481 | pc | post prom activities | $1,500 |
| Maya Gold Foundation | ||||||
| 5 Wawarsing Rd | New Paltz | NY | 12561 | pc | fall community series"honest talk abouttough issues" | $2,500 |
| Maya Gold Foundation | ||||||
| 5 Wawarsing Rd | New Paltz | NY | 12561 | pc | Fall community series"Hope for the future" | $1,500 |
| Open Eye Theatre | ||||||
| 960 Main St | Margaretville | NY | 12455 | pc | summer youth theatre program | $2,000 |
| Planned Parenthood Mid-Hudson Valley | ||||||
| 190 Fairview Ave | Hudson | NY | 12534 | pc | Youth health promoterin Kingston | $2,500 |
| Team Nora | ||||||
| PO Box 667 | Red Hook | NY | 12571 | pc | Suuport childrenof families witha cancer diagnisis | $1,000 |
| TMI Project | ||||||
| 721 Broadway | Kingston | NY | 12401 | pc | making a documentary filmw/ Kingston HSFootball team | $2,500 |
| Voice Theatre | ||||||
| 380 Upper Byrdcliffe Rd | Woodstock | NY | 12498 | pc | Theater program atChildren's Homeof Kingston | $2,000 |
| Ulster County Boces | ||||||
| 175 RT 32N | New Platz | NY | 12561 | PC | Bus TripHealth Alliance | $490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,245 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,311 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,529 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,314 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,529 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,843 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | n/a | LineNumberTxt |
| Relationship Statement | n/a | RelationshipStatementTxt |
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 | Marianne E Wood-Jensen Tax & Accounting Tax Preparation | CategoryTxt |
| Amt | $2,415 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| TV Monitor | 1997-02-28 | $329 | $329 | 200DB | 5.000000000000 | $0 |
| Copier | 1998-02-19 | $9,705 | $9,705 | 200DB | 5.000000000000 | $0 |
| Desk | 1999-07-13 | $323 | $323 | 200DB | 7.000000000000 | $0 |
| Computer | 1996-08-24 | $3,437 | $3,437 | 200DB | 5.000000000000 | $0 |
| Computer | 2008-10-28 | $2,100 | $2,100 | 200DB | 5.000000000000 | $0 |
| Mac Book Computer | 2018-11-05 | $1,819 | 200DB | 5.000000000000 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 45 shares Vanguard FTSE developed MKTS ETF - VEA | 2017-12 | Purchased | 2018-01 | $2,083 | $1,998 | $85 |
| 23 shares Vanguard Index FDS Growth ETF - VUG | 2017-12 | Purchased | 2018-01 | $3,366 | $3,195 | $171 |
| 16 shares Vanguard Itnl Equity Index FDS Emerging Mkts - VWO | 2017-12 | Purchased | 2018-01 | $764 | $704 | $60 |
| American General Annuity | 2009-08 | Purchased | $60,000 | $57,787 | $2,213 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 428 shrs Vanguard Intermed. BD | $36,023 | $34,792 |
| 322 shrs Vanguard Long Term BD | $30,494 | $28,178 |
| 1337 shrs Vanguad Total Intl Bd | $73,628 | $72,532 |
| 859 shrs Vanguard Short term BD | $68,116 | $67,492 |
| 133 shrs Vanguard Smal Cap | $19,503 | $17,555 |
| 1702 shrs Vanguard Developed MKTS | $75,551 | $63,144 |
| 641 shrs Vanguard Vanguard Value | $67,102 | $62,786 |
| 413 shrs Vanguard Vanguard Growth | $57,379 | $55,478 |
| 449 shrs Vanguard Emerging Mkts | $19,768 | $17,107 |
| 14 shrs Vanguard BD Index intermed BD FTF | $1,167 | $1,138 |
| 16 shrs Vanguard BD Index long term BD ETF | $1,504 | $1,400 |
| 49 shrs Vanguard Charlotte FDS Total Intl BD ETF | $2,658 | $2,658 |
| 14 shrs Vanguard BD Index short term BD ETF | $1,106 | $1,100 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 shrs Advanced Micro Devices | $11,957 | $18,460 |
| 1000 shrs Altria Group | $26,035 | $49,390 |
| 800 shrs Apple Inc | $129,092 | $126,192 |
| 1000 shrs Bank America | $6,386 | $24,640 |
| 174 shrs Canopy Growth Corp | $4,980 | $4,675 |
| 2000 shrs Chesapeake Energy | $15,103 | $4,200 |
| 100 shrs Cronos | $1,296 | $1,039 |
| 300 shrs Fitbit in CIA | $11,446 | $1,491 |
| 2000 shrs Freeport Mc Moran | $25,155 | $20,620 |
| 1000 shrs General Electric Co | $20,025 | $7,570 |
| 1000 shrs Insmed Inc Com Par | $26,057 | $13,120 |
| 500 shrs JD Com Inc | $20,850 | $10,465 |
| 1000 shrs Micron | $29,183 | $31,730 |
| 1000 shrs Oracle | $46,482 | $45,150 |
| 1000 shrs Sirius XM Holdings | $3,864 | $5,710 |
| 1000 shrs TWilio Inc | $43,649 | $89,300 |
| 1000 shrs US Steel Group | $35,047 | $18,240 |
| 380 shrs Williams Cos | $15,881 | $8,379 |
| 2897.458 shrs Parnassus Endeavor | $116,961 | $93,199 |
| 1137.039 shrs T. Rowe Price Blue Chip | $105,786 | $111,706 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Land Buildings & Equip | $15,894 | $15,894 | $0 |
| Computer | $1,819 | $1,819 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Annuity Sun Life | $254,140 | $254,140 | $356,839 |
| Annuity American General Life | $172,345 | $114,558 | $223,518 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Insurance | $515 | $515 | |
| Postage & Shipping | $346 | $346 | |
| Supplies | $3,433 | $1,636 | $1,636 |
| Telephone | $364 | $184 | $184 |
| Bank Service Charge | $515 | $155 | |
| Membership | $610 | $610 | |
| Advertising | $990 | $990 | |
| Web Services | $935 | $935 | |
| Books, Subscriptions, References | $8 | ||
| Scholarship | $1,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rnding | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| NYS Filing Fee | $250 | $250 |
| Taxes | $56 | $56 |
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