HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC (EIN 22-2484912)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201803169349101375
- Schema version
- 2017v2.2
- 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 Assets Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T11:07:14-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIANNE E WOOD-JENSEN | PreparerPersonNm |
| PTIN | P00009084 | PTIN |
| Phone | 8458020371 | PhoneNum |
| Preparation | 2018-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.161.49.103 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 11:07:04 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9ABB03CFCF405FF8812735727C53CEA0398FB662 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9ABB03CFCF405FF8812735727C53CEA0398FB662 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,937,456 | 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 | $12,492 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,661 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,661 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,722 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $652,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,975 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $939 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $680 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $88,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,358 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $939 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,840 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,250 | 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 | $422 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $422 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $250 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $250 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $94 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $94 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $269 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $269 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,402 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,008 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,783 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,125 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,727 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,727 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,510 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,125 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,723 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,020 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,409 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,085 | CashBOYAmt |
| Cash EOY | $36,103 | CashEOYAmt |
| Cash EOYFMV | $36,103 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $370,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,885 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,161 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $661 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $189,318 | CorporateStockBOYAmt |
| Corporate Stock EOY | $675,834 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $744,859 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $453,460 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $455,985 | CorporateBondsEOYFMVAmt |
| Mortgage Loans EOY | $37,036 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $36,970 | MortgageLoansEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,894 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,894 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $1,077,192 | OtherAssetsBOYAmt |
| Other Assets EOY | $426,485 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $624,654 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,666,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,668,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,937,456 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,666,448 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,668,464 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,666,448 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,668,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,666,448 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,668,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,666,448 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,020 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,668,468 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,668,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1000 shrs Snap Inc | P | 2017-03-09 | 2017-03-21 | $25,926 | $0 | $24,987 | $939 | $0 | $0 | $0 | $939 |
| 237 Shrs Alibaba | P | 2015-01-05 | 2017-03-29 | $25,742 | $0 | $21,774 | $3,968 | $0 | $0 | $0 | $3,968 |
| Annuity Nat'l Life | P | 2013-02-27 | 2017-11-30 | $137,776 | $0 | $123,049 | $14,727 | $0 | $0 | $0 | $14,727 |
| American General Annuity | P | 2009-08-27 | 2017-11-30 | $363,000 | $0 | $327,655 | $35,345 | $0 | $0 | $0 | $35,345 |
| HSBC cd | P | 2011-03-31 | 2017-03-31 | $100,000 | $0 | $100,004 | -$4 | $0 | $0 | $0 | -$4 |
| HSBC Bank CD | P | 2011-03-31 | 2017-03-31 | $100,000 | $0 | $100,000 | $0 | $0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,975 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $939 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $85,821 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,859,520 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046152 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,860 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,225,066 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033644 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,615 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,150,802 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034227 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,986 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,065,500 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.014033 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,040 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,028,915 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.012342 | DistributionYr5Rt |
| Total Distribution | 0.140398 | TotalDistributionRt |
| Average Distribution | 0.028080 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,987,413 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,807 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $714 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,521 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,723 | 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 | $714 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $714 | SubtotalAmt |
| Tax Based On Investment Income | $714 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $714 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE A SISCO | ||||||||
| 355 Van Wagenen Lane | Kingston | NY | 12401 | Treasurer | 35.00 | $15,600 | $0 | $0 |
| BARBARA MANSFIELD | ||||||||
| PO Box 325 | Phoenicia | NY | 12464 | Secretary | 5.00 | $1,840 | $0 | $0 |
| ALICE LIVELY | ||||||||
| 10 Mountain View Road | Rhinebeck | NY | 12572 | Board Member | 3.00 | $2,800 | $0 | $0 |
| BRIGITTE DUPRE | ||||||||
| PO Box 1163 | Saugerties | NY | 12477 | Chair | 5.00 | $1,500 | $0 | $0 |
| LISA MURRAY | ||||||||
| PO Box 3148 | Kingston | NY | 12401 | Vice chairperson | 3.00 | $1,100 | $0 | $0 |
| ELLERY LOHEIDE | ||||||||
| 15 Red Maple Rd | Shokan | NY | 12481 | Student Board Mem | 3.00 | $0 | $0 | $0 |
| DEBORAH TOBIASSEN | ||||||||
| 40 Red Maple Rd | Saugerties | NY | 12477 | Board Member | 3.00 | $0 | $0 | $0 |
| KATE WRIGHTINGTON | ||||||||
| 44 Linwood Court | Kingston | NY | 12401 | Board Member | 3.00 | $1,200 | $0 | $0 |
| MALCOLM GROVER | ||||||||
| 112 West Chestnut Street | Kingston | NY | 12401 | Board Member | 3.00 | $0 | $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 aneed for behavior modification. Peer to Peer education program addressingsubstance use, anger, coping skills, etc. for your ages 14-24 | Description1Txt |
| Expenses1 | $2,500 | Expenses1Amt |
| Description2 | YWCAGirls Inc. girls develope enthusiasm for skills in secience | Description2Txt |
| Expenses2 | $2,500 | Expenses2Amt |
| Description3 | Catskill Recreation Centerto offer youth opportunity to participate in swim lessons | Description3Txt |
| Expenses3 | $2,500 | Expenses3Amt |
| Description4 | Raiders Sports Clubafter prom non Alchol party to save lives | Description4Txt |
| Expenses4 | $2,500 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,862,472 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $155,206 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,017,678 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,017,678 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,987,413 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,371 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $714 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $714 | TotalTaxAmt |
| Distributable Before Adj | $98,657 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $98,657 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $98,657 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,723 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,723 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $714 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,009 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,657 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $73,628 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $75,907 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $85,946 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $235,481 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,723 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $57,723 | RemainingDistriFromCorpusAmt |
| Total Corpus | $293,204 | TotalCorpusAmt |
| Undistributed Income CY | $98,657 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $293,204 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $73,628 | ExcessFromYear3Amt |
| Excess From Year2 | $75,907 | ExcessFromYear2Amt |
| Excess From Year1 | $85,946 | ExcessFromYear1Amt |
| Excess From Current Year | $57,723 | 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 (28 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 | for behavior modificationto help high school students identify if there is needAwareness Substance Education Progran | $2,500 |
| The Crelllin Park Foundation | ||||||
| 488 Rt 295 | Chatham | NY | 12037 | PC | recreation programChatham children's garden six week morning | $2,000 |
| Foundation for the Open Eye Inc | ||||||
| PO Box 959 960 Main St | Margaretville | NY | 12455 | PC | for children and teensTo provide quality theater arts education and experience | $2,000 |
| The Southlands Foundation | ||||||
| 5771 Route 9 | Rhinebeck | NY | 12572 | PC | campers attending wither our Nature'sCamp scholarships for threeclassroom or Summer Riding Camp | $600 |
| Mac Fit Kids | ||||||
| 743 East Chester Street | Kingston | NY | 12401 | PC | literacy, Math, art, science, sensory and dramatic playDevelope learning centersfor Reading | $2,500 |
| YMCA of Kingston | ||||||
| 507 Broadway | Kingston | NY | 12401 | PC | Expose yourth from variety of backgrounds to rowing/crew. A crewi teamRowing program for Yourth in Communitymust learn to trust and be entirely in sync and work as a team | $2,500 |
| Phoenicia Library | ||||||
| PO Box 555 | Phoenicia | NY | 12464 | PC | low-literacy/low-income studentsfor reading outreach and support ofages K-3 | $2,500 |
| Horses for a Change | ||||||
| PO Box 54 | Esopus | NY | 12429 | PC | which will allow pupils with mobility issues to more safelyFund purchase & Shipping of portable mounting rampmount and participate in Equine Assisted Therapy program | $1,000 |
| Peoples Place | ||||||
| 17 ST James ST | Kingston | NY | 12401 | PC | for needy childBicycles to assist with Project Santa | $1,500 |
| Catskill Recreation Center | ||||||
| 651 CTY HWY 38 | Arkville | NY | 12406 | PC | participate in swim lessonsTo offer youth opportunity to | $2,500 |
| YWCA of Ulster County | ||||||
| 209 Clinton Ave | Kingston | NY | 12401 | PC | Girls develop enthusiasm for skills in scienceGirls Inc. Fall semester of Girls Inc.ath, through social change, community action projects, and Entrepreneurship programs | $2,500 |
| Raiders Sports Club | ||||||
| PO Box 469 | Red Hook | NY | 12571 | PC | party to save livesAfter prom non alchol | $2,500 |
| Gallary at Rhinebeck Inc | ||||||
| 19 Fifth Ave | Rhinebeck | NY | 12572 | pc | and others to share their art while they Lecturebring artists, photographers, writersopen to public | $1,600 |
| Rondout Valley Growers Association | ||||||
| PO Box 867 | Stone Ridge | NY | 12484 | pc | building a foundation of foodsupport and internship forSecurity across the Generations | $2,500 |
| Environmental Education Foundation of Soil and Water Conservation Districts | ||||||
| PO Box 407 | Kingston | NY | 12401 | pc | provide quality aquatic based education curriculum to yourth of Columbia County | $227 |
| Green County Council on the Arts | ||||||
| 398 Main St | Catskill | NY | 12414 | pc | free 6 wk program for agesSprouts program3-7 in art,music, theater, and dance | $1,500 |
| Harmony project Hudson-Bard College | ||||||
| Campus Road | AnnandaleonHudson | NY | 12504 | pc | choral and instrumental music inst., learning tostudents in Hudson City Schools receivework and play together | $2,000 |
| PS 21 | ||||||
| Box 364 | Chatham | NY | 12037 | pc | workshopsyouth education programs in theater and dancee | $500 |
| Culture Connect Inc | ||||||
| PO Box 590 | Rhinebeck | NY | 12572 | pc | to fund portion of life, learnign and language program | $1,500 |
| Red Hook Community Center | ||||||
| 59 Fisk Street | Red Hook | NY | 12571 | pc | and eveningsTo provide a safe and murturing environment for teens after-school | $1,500 |
| Gentle Giants | ||||||
| 5805 Route 9 | Rhinebeck | NY | 12572 | pc | of the club and pre-school kids that visit.Offset cost of educatin the kidslike to get out with animals and teach importance of having groups like 4-H | $1,500 |
| New Gensis Production | ||||||
| 23 Vision Path | West Shokan | NY | 12494 | pc | youths ages 7-17 to train in acting, voice movement and stage combatShakespeare intensive day camps open todevelop a deep knowletge of and emotional connection to Skakespear's work. | $2,500 |
| Susie Reizod Foundation | ||||||
| PO Box 816 | New Paltz | NY | 12561 | pc | backpacks for school-agedpurchase of shoes andchildren in need. | $1,000 |
| Community Foundatins of the Hudson Valley | ||||||
| 80 Washington Street | Poughkeepsie | NY | 12601 | pc | in Kingston, Town of Ulster & vicinityMusic Program for children and teens | $2,500 |
| Woodstock Day School | ||||||
| PO Box 1 | Woodstock | NY | 12494 | pc | a supportive community of peersto provide one student with diversity training within | $2,500 |
| Friends of Forsythe Nature Center | ||||||
| 467 Broadway | Kingston | NY | 12401 | pc | which will be used as a teaching toolInstallation of a ground mount solar arrayfor youth visiting FNC | $2,500 |
| Court Appointed Special Advocates | ||||||
| 209 Clinton Avenue | Kingston | NY | 12401 | pc | train 20 new, additional volunteers which in turnTo fund 2 CASA 101 Training Couses allowing Casa towill allo to serve and additional 60 children | $2,500 |
| Ramapo For Children | ||||||
| 49 W 38th ST Fl 5 | New York | NY | 10018 | pc | to work with a variety of art mediato provide campers with an opportunityand share their discoveries and creations | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,727 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,661 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,722 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Related Or Exempt Function Incm | $54,975 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,063 | ExclusionAmt |
| Related Or Exempt Function Incm | $54,975 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,038 | 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) |
|---|---|---|
| Category | Marianne E Wood-Jensen Tax & Accounting Tax Preparation | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,125 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| TV Monitor | 1997-02-28 | $329 | $329 | 200DB | 5.00 |
| Copier | 1998-02-19 | $9,705 | $9,705 | 200DB | 5.00 |
| Desk | 1999-07-13 | $323 | $323 | 200DB | 7.00 |
| Computer | 1996-08-24 | $3,437 | $3,437 | 200DB | 5.00 |
| Computer | 2008-10-28 | $2,100 | $2,100 | 200DB | 5.00 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 1000 shrs Snap Inc | 2017-03 | Purchased | 2017-03 | $25,926 | $24,987 | $939 |
| 237 shrs Alibaba | Purchased | 2017-03 | $25,742 | $21,774 | $3,968 | |
| Annuity Nat'l life | 2013-02 | Purchased | 2017-11 | $137,776 | $123,049 | $14,727 |
| American General Annuity | 2009-08 | Purchased | 2017-11 | $363,000 | $327,655 | $35,345 |
| Bank of America cd | 2011-03 | Purchased | 2017-03 | $100,000 | $100,004 | -$4 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 428 shrs Vanguard Intermed. BD | $36,022 | $35,879 |
| 322 shrs Vanguard Long Term BD | $30,494 | $30,616 |
| 1337 shrs Vanguad Total Intl Bd | $73,628 | $72,693 |
| 859 shrs Vanguard Short term BD | $68,116 | $67,947 |
| 133 shrs Vanguard Smal Cap | $19,502 | $19,658 |
| 1747 shrs Vanguard Developed MKTS | $77,549 | $78,370 |
| 641 shrs Vanguard Vanguard Value | $67,102 | $68,151 |
| 436 shrs Vanguard Vanguard Growth | $60,574 | $61,323 |
| 465 shrs Vanguard Emerging Mkts | $20,473 | $21,348 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 shrs Altria Group | $26,035 | $71,410 |
| 1000 shrs Bank America | $6,386 | $29,520 |
| 1000 shrs General Electric Co | $20,025 | $17,450 |
| 1000 shrs Sirius XM Holdings | $3,864 | $5,360 |
| 300 shrs Fitbit | $11,446 | $1,713 |
| 380 shrs Williams Cos | $15,881 | $11,586 |
| 2000 shrs Freeport Mc Moran | $25,155 | $37,920 |
| 1000 shrs Tuilio Inc | $43,649 | $23,600 |
| 2000 shrs Chesapeake Energy | $15,103 | $7,920 |
| 1000 shrs US Steel Group | $35,047 | $35,190 |
| 1000 shrs Oracle | $46,482 | $47,280 |
| 1000 shrs Micron | $29,182 | $41,120 |
| 2897.458 shrs Parnassus Endeavor | $106,497 | $107,727 |
| 1137.039 shrs T. Rowe Price Blue Chip | $103,126 | $109,509 |
| 1000 shrs Insmed | $26,057 | $31,180 |
| 800 shrs Apple Inc | $129,092 | $135,384 |
| 1000 shrs Advanc3e Micro Devise | $11,957 | $10,280 |
| 500 shrs JD Com Inc | $20,850 | $20,710 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land Buildings & Equip | CategoryOrItemTxt |
| Cost Or Other Basis | $15,894 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $15,894 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Annuity Sun Life | $254,140 | $254,140 | $345,883 |
| Annuity American General Life | $500,000 | $172,345 | $278,771 |
| Annuity Nationwide | $123,048 | ||
| HSBC Bank Index CD | $100,004 | ||
| HSBC Bank Index CD | $100,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Annuity Sun Life | $254,140 | $254,140 | $345,883 |
| Annuity American General Life | $500,000 | $172,345 | $278,771 |
| Annuity Nationwide | $123,048 | ||
| HSBC Bank Index CD | $100,004 | ||
| HSBC Bank Index CD | $100,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Annuity Sun Life | $254,140 | $254,140 | $345,883 |
| Annuity American General Life | $500,000 | $172,345 | $278,771 |
| Annuity Nationwide | $123,048 | ||
| HSBC Bank Index CD | $100,004 | ||
| HSBC Bank Index CD | $100,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | adjustment for cd | Desc |
| Amt | $4 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Insurance | $450 | $450 | |
| Postage & Shipping | $485 | $485 | |
| Supplies | $2,615 | $1,308 | $1,308 |
| Telephone | $2,187 | $1,094 | $1,094 |
| Bank Service Charge | $172 | $172 | |
| Membership | $220 | $220 | |
| Advertising | $20 | $20 | |
| Web Services | $259 | $259 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fundraising | Desc |
| Revenue And Expenses Per Books | $680 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| NYS Filing Fee | $250 | $250 |
| Taxes | ||
| Taxes Estimate2016 |
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