HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC (EIN 22-2484912)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-13
- IRS object ID
- 201722569349100122
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-13T13:45:38-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | GEORGE SISCO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8453390007 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIANNE E WOOD-JENSEN | PreparerPersonNm |
| Phone | 8458020371 | PhoneNum |
| Preparation | 2017-09-13 | 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 | 2017-09-13 | IPDt |
| IP Tm | 13:45:23 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C2E50F81021B20D478B34C54C75F8EEA55A3B566 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92D406590CD3F40BCBADED27CF7A68FEF250DFF1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,914,544 | 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 | $4,967 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $317 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $317 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,433 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,917 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $28,525 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,904 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $28,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,667 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $28,525 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,420 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,065 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,032 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,032 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,033 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,422 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,172 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,172 | TaxesAdjNetIncmAmt |
| 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 | $1,620 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,620 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $46 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $46 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,951 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,951 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,253 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,027 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,155 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,452 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,494 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,494 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,521 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,155 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,946 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,983 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,512 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,370 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,396 | CashBOYAmt |
| Cash EOY | $28,085 | CashEOYAmt |
| Cash EOYFMV | $28,085 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $349,752 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $370,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $370,692 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,161 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,161 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $258,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $189,318 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $229,880 | CorporateStockEOYFMVAmt |
| 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 | $1,077,188 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,077,192 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,284,726 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,752,427 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,666,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,914,544 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,752,427 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,666,448 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,752,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,666,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,752,427 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,666,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,752,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,983 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $1,666,448 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,666,448 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 Sarepta Thearpeutics | P | 2016-05-02 | 2016-09-19 | $45,076 | $0 | $16,551 | $28,525 | $0 | $0 | $0 | $28,525 |
| 1000 shrs Apple Stock | P | 2015-02-18 | 2016-04-26 | $104,345 | $0 | $126,813 | -$22,468 | $0 | $0 | $0 | -$22,468 |
| 1000 shrs Ford Motor Corp | P | 2012-01-01 | 2016-04-19 | $13,386 | $0 | $14,816 | -$1,430 | $0 | $0 | $0 | -$1,430 |
| 500 shrs Intel Corp | P | 2012-01-01 | 2016-10-24 | $17,841 | $0 | $11,551 | $6,290 | $0 | $0 | $0 | $6,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,917 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $28,525 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $74,860 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,225,066 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033644 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,615 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,150,802 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034227 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,986 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,065,500 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.014033 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,040 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,028,915 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.012342 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,923 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,015,745 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.007899 | DistributionYr5Rt |
| Total Distribution | 0.102145 | TotalDistributionRt |
| Average Distribution | 0.020429 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,859,520 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,988 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $125 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,113 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,946 | 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 | $125 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $125 | SubtotalAmt |
| Tax Based On Investment Income | $125 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $786 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $786 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$786 | OriginalReturnOverpaymentAmt |
| Overpayment | $661 | OverpaymentAmt |
| Applied To ES Tax | $661 | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GEORGE A SISCO | ||||||||
| 355 Van Wagenen Lane | Kingston | NY | 12401 | Treasurer | 35.00 | $15,600 | $0 | $0 |
| DEBORAH TOBIASSEN | ||||||||
| 40 Red Maple Road | Saugerties | NY | 12447 | Secretary | 5.00 | $1,220 | $0 | $0 |
| ALICE LIVELY | ||||||||
| 10 Mountain View Road | Rhinebeck | NY | 12572 | Director | 3.00 | $2,700 | $0 | $0 |
| BRIGITTE DUPRE | ||||||||
| PO Box 1163 | Saugerties | NY | 12477 | Vice Chairperson | 5.00 | $1,800 | $0 | $0 |
| KAITLYN SCHAFFER | ||||||||
| 69 Melissa Rd | Kingston | NY | 12401 | STUDENT BOARD MEMEBE | 3.00 | $200 | $0 | $0 |
| LISA MURRAY | ||||||||
| PO Box 3148 | Kingston | NY | 12401 | Board Member | 3.00 | $1,100 | $0 | $0 |
| RAEGAN LOHEIDE | ||||||||
| 15 Red Maple Rd | Shokan | NY | 12481 | Student Board Mem | 3.00 | $500 | $0 | $0 |
| MALCOM GROVER | ||||||||
| PO Box 3148 | Kingston | NY | 12402 | Student Board Mem | 3.00 | $200 | $0 | $0 |
| KATE WRIGHTINGTON | ||||||||
| PO Box 3148 | Kingston | NY | 12402 | student Board Member | 3.00 | $400 | $0 | $0 |
| BARBARA MANSFIELD | ||||||||
| PO Box 3148 | Kingston | NY | 12402 | Board Member | 3.00 | $700 | $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 | Benedictine Foundation- Fund programing of the Adolescent Parial HospitalizationProgram- provides mental health services to youth 13-18 yrsold | Description2Txt |
| Expenses2 | $2,500 | Expenses2Amt |
| Description3 | Environmental Education Foundation of SWC Columbia CountyPurchase of new waders and fishing poles to be used to teach programattendees the unique biological and ecological processes of the Hudson rive | Description3Txt |
| Expenses3 | $2,500 | Expenses3Amt |
| Description4 | Kingston Area Soccer LeageuKASL is developing 13 plus acres fo soccer fields. Currently almost750 families play soccer in our club. | Description4Txt |
| Expenses4 | $2,500 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,473,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $414,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,887,838 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,887,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,859,520 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,976 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,976 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125 | TotalTaxAmt |
| Distributable Before Adj | $92,851 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $92,851 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,851 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,946 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $85,946 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $125 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,821 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,851 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $110,206 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr2 | $73,628 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $75,907 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $149,535 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,946 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $85,946 | RemainingDistriFromCorpusAmt |
| Total Corpus | $235,481 | TotalCorpusAmt |
| Taxable2 | $110,206 | Taxable2Amt |
| Undistributed Income CY | $92,851 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $235,481 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $73,628 | ExcessFromYear2Amt |
| Excess From Year1 | $75,907 | ExcessFromYear1Amt |
| Excess From Current Year | $85,946 | 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 (36 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 | if there is need for behavior modificationto help high school students identifyAwareness Substance Education Progran | $2,500 |
| The Crellin Park Foundation | ||||||
| 488 Rt 295 | Chatham | NY | 12037 | PC | Community GardenChatham Children'sSummer Program | $2,500 |
| Foundation for the Open Eye Inc | ||||||
| PO Box 959 960 Main St | Margaretville | NY | 12455 | PC | Theater Workshop,To Support Yourthprograms, and other opportunities | $2,500 |
| Mac Fit Kids | ||||||
| 743 East Chester Street | Kingston | NY | 12401 | PC | for youth programClimbing wall | $2,500 |
| Pregnancy Support Center of Ulster | ||||||
| 246 Main St Suite 9 | New Paltz | NY | 12561 | PC | clientspurchase Supplies needed for | $1,500 |
| Kingston Outreach Service Inc | ||||||
| PO Box 2348 | Kingston | NY | 12402 | PC | backpacks, notebooks, pens, pencils, crayons,Drive to provideerasers, glue to children going back to school | $2,500 |
| Old Rhinebeck Aerodrome Museum | ||||||
| PO Box 229 | Rhinebeck | NY | 12572 | PC | reading programEducation through | $1,003 |
| Horses for a Change | ||||||
| 570 Old Post Rd | Esopus | NY | 12429 | PC | recreation and therapeuticProvide at-risk youthriding opportunity | $2,000 |
| Sawyer Automotive Foundation | ||||||
| 166 Ulster Ave | Saugerties | NY | 12477 | PC | to children at Saugerties holiday inhelp provide toys, electronics, and etcthe village | $1,000 |
| Starling Production Inc | ||||||
| 5 Sterling Street Suite 205 | Kingston | NY | 12401 | PC | Storytelling Workshop to End Violence Against WomnProduction of "A Call to Men"Song for teens | $1,000 |
| Hudson Mohawk Resource Conservation and Developement council | ||||||
| 479 RT66 | Hudson | NY | 12534 | PC | Hudson Mohawk Region & Dutches, Ulster, DelawareSeeding to Increae Pollination in theCounties work with Youth Organizations | $2,500 |
| Raiders Sports Club | ||||||
| PO Box 469 | Red Hook | NY | 12571 | PC | Drug fee party for HighProvide and Alchol andSchool Kids | $2,500 |
| Benedictine Foundation | ||||||
| 105 Marys Ave | Kingston | NY | 12401 | PC | services for 13-18 yr oldsProvides mental health | $2,500 |
| Astor Services for Children & Families | ||||||
| 6339 Mill Street | Rhinebeck | NY | 12572 | PC | Adopt A-FamilySupport HolidayProgram | $1,500 |
| American Youth Soccer Organization | ||||||
| 1970 S Vermont Ave 200 | Torrana | CA | 90520 | PC | which provides professional trainers to help theTo help fund the Prof. Developement Progrmyouth teams | $1,500 |
| Family Survival of Columbia County | ||||||
| PO Box 319 | Chatham | NY | 12037 | PC | snack supplies forPurchase of art andplaygroup sites | $2,000 |
| Greene County Council on the Arts | ||||||
| 398 Main St PO Box 463 | Catskill | NY | 12414 | PC | Sprouts ProgramSupplies for the councils | $1,500 |
| New Gensis Production | ||||||
| 23 Vision Path | West Shokan | NY | 12494 | PC | day camps open toSummer Shakespeare Intensiveyouth 7-17 | $2,500 |
| Belleayre Conservatory Inc | ||||||
| 181 Galli Curci Rd | Highmount | NY | 12441 | PC | in Delaware/Ulster CountiesTo expand teen programming | $2,500 |
| The Center for Photography at Woodstock | ||||||
| 59 Tinker Street | Woodstock | NY | 12498 | PC | programAfter School Phoography | $2,500 |
| PS 21 Inc | ||||||
| Box 364 | Chatham | NY | 12037 | PC | two summer youth workshopsProvide food component for | $2,000 |
| Saugerties Booster Club | ||||||
| 310 Washington Avenue Ext | Saugerties | NY | 12477 | PC | volleyball teamTo Purchase new uniforms & warm ups for the | $2,494 |
| Woodstock Guild of Craftsman | ||||||
| 34 Tinker St | Woodstock | NY | 12498 | PC | to discuss thier memoirs, whichGive youth access to apanel of winning writersspecifically offer hope after addiction | $2,500 |
| Environmental Education Foundation SWC | ||||||
| PO Box 407 Sisco ST | Westport | NY | 12993 | PC | waders abd fishing poles forPurchase of newyouth participants | $2,500 |
| Rondout Food Pantry Inc | ||||||
| 3021 RT 213 East | Stone Ridge | NY | 12484 | PC | student weekend backpackPurchase of Food and Backpacks forprogram | $2,500 |
| Environmental Education Foundation SWC- Dutchess County | ||||||
| 7413 County House RD | Auburn | NY | 13021 | PC | via funding the awardsSupport the HV Regional Environthont-shirts and other supplies | $2,000 |
| Dutchess County Agriculture Society | ||||||
| PO Box 389 6550 Springbrook AVE | Rhinebeck | NY | 12572 | PC | Dutchess County FairVenture Tent at | $2,500 |
| Imagine OnteoraLTD | ||||||
| PO Box 204 | Shokan | NY | 12481 | PC | Enable student to attend a non-alcoholic/drug free eveningTo help support Belleayre Bashto celebrate their HS graduation | $2,500 |
| Ramapo for Children | ||||||
| 101 Anchorage Trail PO Box 266 | Rhinebeck | NY | 12572 | PC | for Camp Ramapoo'sFunding for gardening Suppliesagricultural education space | $1,497 |
| Gentle Giants | ||||||
| 5805 Route 5 | Rhinebeck | NY | 12572 | PC | clubEnhance and grow 4-H | $2,500 |
| Morton Memorial Library | ||||||
| 45 Lorraine DR | Rhinebeck | NY | 12572 | PC | educational and creative endeavorsCreate spaces and means forby youth | $1,500 |
| Kingston Area Soccer League | ||||||
| PO Box 6384 | Kingston | NY | 12402 | PC | to soccer fieldsDevelope and addfor youth | $2,500 |
| Childrens Home of Kingston | ||||||
| 26 Grove Street | Kingston | NY | 12401 | PC | workshops for Voice TheatreGrant to complete funding for youth | $1,500 |
| Culture Connect Inc | ||||||
| PO Box 590 | Rhinebeck | NY | 12572 | PC | of the Life, Learning and Language program for elementary schoolFunding for a portionstudents in Red Hook | $2,500 |
| Woodstock Day School | ||||||
| PO Box 1 | Woodstock | NY | 12498 | PC | LearningTechnology enhancements for service | $2,500 |
| The Mark Project | ||||||
| PO Box 793 | Arkville | NY | 12406 | PC | with 4 in school performancesfor artists fees associated | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,494 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $317 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,433 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Related Or Exempt Function Incm | -$10,916 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $6,904 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,654 | ExclusionAmt |
| Related Or Exempt Function Incm | -$10,916 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,738 | 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 | $2,065 | Amt |
| Net Investment Income | $1,032 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,032 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,033 | 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 (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 1000 shrs Srepta Therapeutics | 2016-05 | Purchased | 2016-09 | $45,076 | $16,551 | $28,525 |
| 1000 shrs Apple stock | 2015-02 | Purchased | 2016-04 | $104,345 | $126,813 | -$22,468 |
| 1000 shrs Ford Motor Corp | 2011-03 | Purchased | 2016-04 | $13,386 | $14,816 | -$1,430 |
| 500 shrs Intel Corp | 2011-05 | Purchased | 2016-10 | $17,841 | $11,551 | $6,290 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 shrs Altria Group | $26,035 | $67,620 |
| 1000 shrs Bank Amer Corp | $6,386 | $22,100 |
| 1000 shrs General Electric Co | $20,025 | $31,600 |
| 237 shrs Alibaba Grp | $21,774 | $20,811 |
| 1000 shrs Sirius XM Holdings | $3,864 | $4,450 |
| 300 shrs Fitbit | $11,446 | $2,196 |
| 380 shrs Williams Cos | $15,881 | $11,833 |
| 2000 shrs Freeport McMoran | $25,156 | $26,380 |
| 1000 shrs Tuilio Inc | $43,648 | $28,850 |
| 1000 shrs Chesapeake Energy | $15,103 | $14,040 |
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 | $324,297 |
| Annuity American General Life | $500,000 | $500,000 | $629,947 |
| Annuity Nationwide | $123,048 | $123,048 | $133,352 |
| HSBC Bank Index CD | $100,000 | $100,002 | $98,720 |
| HSBC Bank Index CD | $100,000 | $100,002 | $98,410 |
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 | $324,297 |
| Annuity American General Life | $500,000 | $500,000 | $629,947 |
| Annuity Nationwide | $123,048 | $123,048 | $133,352 |
| HSBC Bank Index CD | $100,000 | $100,002 | $98,720 |
| HSBC Bank Index CD | $100,000 | $100,002 | $98,410 |
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 | $324,297 |
| Annuity American General Life | $500,000 | $500,000 | $629,947 |
| Annuity Nationwide | $123,048 | $123,048 | $133,352 |
| HSBC Bank Index CD | $100,000 | $100,002 | $98,720 |
| HSBC Bank Index CD | $100,000 | $100,002 | $98,410 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Insurance | $450 | $325 | $325 | $125 |
| Postage & Shipping | $534 | $160 | $160 | $374 |
| Supplies | $4,526 | $4,526 | ||
| Telephone | $2,199 | $1,466 | $1,466 | $733 |
| Bank Service Charge | ||||
| Membership | $475 | $475 | ||
| Advertising | $20 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fundraising | Desc |
| Revenue And Expenses Per Books | $6,904 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | adj cost of cd's | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| NYS Filing Fee | $250 | $250 | ||
| Taxes | $1,047 | $1,047 | $1,047 | |
| Taxes 2016 | $125 | $125 | $125 |
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