HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC (EIN 22-2484912)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-01
IRS object ID
201621539349100867
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-06-01T13:26:35-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Marianne Wood-Jensen Tax & Accounting IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1703A Ulster AveAddressLine1Txt
CityKingstonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222484912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hudson Valley Foundation For Youth Health IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHUDSBusinessNameControlTxt
Phone8453390007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 3148AddressLine1Txt
CityKingstonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE SISCOPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8453390007PhoneNum
Signature2015-05-16SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIANNE E WOOD-JENSENPreparerPersonNm
Phone8458020371PhoneNum
Preparation2016-06-01PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,952,059FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,459ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6,128InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,128InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,134DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,134DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$98,069NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$626,715GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$98,069CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,890OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$117,680TotalRevAndExpnssAmt
Total Net Invst Incm$107,331TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$24,350CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,065AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,032AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,032AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,033AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$250OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$250OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,405TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,405TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$92PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$92PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,875OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,638OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1,638OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$7,227OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,287TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,670TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,670TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,257TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$102,937TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,670TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,670TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$75,907TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,743ExcessRevenueOverExpensesAmt
Net Investment Income$104,661NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,071CashBOYAmt
Cash EOY$66,396CashEOYAmt
Cash EOYFMV$66,396CashEOYFMVAmt
Sav And Temp Cash Invst BOY$49,466SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$349,752SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$349,752SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$500PrepaidExpensesBOYAmt
Prepaid Expenses EOY$500PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$500PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$107,459CorporateStockBOYAmt
Corporate Stock EOY$258,591CorporateStockEOYAmt
Corporate Stock EOYFMV$282,739CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$15,894LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$15,894LandBldgEquipAccumDeprecAmt
Land EOY$0LandEOYAmt
Other Assets BOY$1,577,188OtherAssetsBOYAmt
Other Assets EOY$1,077,188OtherAssetsEOYAmt
Other Assets EOYFMV$1,252,672OtherAssetsEOYFMVAmt
Total Assets BOY$1,737,684TotalAssetsBOYAmt
Total Assets EOY$1,752,427TotalAssetsEOYAmt
Total Assets EOYFMV$1,952,059TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,737,684UnrestrictedBOYAmt
Unrestricted EOY$1,752,427UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,737,684TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,752,427TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,737,684TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,752,427TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,737,684TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,743ExcessRevenueOverExpensesAmt
Subtotal$1,752,427SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,752,427TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
290 shrs Micron Technology IncP2014-01-082015-06-26$5,794$0$6,899-$1,105$0$0$0-$1,105
1000 shrs Manitowoc Co IncP2011-03-312015-10-19$15,008$0$21,747-$6,739$0$0$0-$6,739
Annuity US LifeP2009-08-272015-01-13$605,913$0$500,000$105,913$0$0$0$105,913
FieldValueIRS element (for citing)
Capital Gain Net Income$98,069CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$73,615AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,150,802NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.034227DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,986AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,065,500NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.014033DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,040AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,028,915NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.012342DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,923AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,015,745NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.007899DistributionYr4Rt
Adjusted Qlfy Distri Yr5$63,909AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,990,830NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.032102DistributionYr5Rt
Total Distribution0.100603TotalDistributionRt
Average Distribution0.020121AverageDistributionRt
Net Vl Noncharitable Assets$2,225,066NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$44,771AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,047NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$45,818AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$75,907QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,047InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,047SubtotalAmt
Tax Based On Investment Income$1,047TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$1,063AppliedToEsTaxAmt
Total Payments And Credits$1,063TotalPaymentsAndCreditsAmt
Original Return Overpayment-$1,063OriginalReturnOverpaymentAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$16OverpaymentAmt
Applied To ES Tax$16AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresshttp://www.hvfyh.orgWebsiteAddressTxt
Individual With BooksHV FOUNDATION FOR YOUTHIndividualWithBooksNm
Phone8453390007PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1355 Van Wagenen LaneAddressLine1Txt
CityKingstonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP124010903ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GEORGE A SISCO
355 Van Wagenen LaneKingstonNY12401Treasurer35.00$15,600$0$0
DEBORAH TOBIASSEN
40 Red Maple RoadSaugertiesNY12447Secretary5.00$1,300$0$0
ALICE LIVELY
10 Mountain View RoadRhinebeckNY12572Director3.00$3,100$0$0
BRIGITTE DUPRE
PO Box 1163SaugertiesNY12477Vice Chairperson5.00$1,900$0$0
KAITLYN SCHAFFER
69 Melissa RdKingstonNY12401STUDENT BOARD MEMEBE3.00$1,050$0$0
LISA MURRAY
PO Box 3148KingstonNY12401Board Member3.00$900$0$0
RAEGAN LOHEIDE
15 Red Maple RdShokanNY12481Student Board Mem3.00$500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Awareness 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 14-24Description1Txt
Expenses1$2,500Expenses1Amt
Description2Catskill Animal SanctuaryFoster Compassin towards all living beings, with a focus on faarmed animals and theearth we share.Description2Txt
Expenses2$2,500Expenses2Amt
Description3Catskill Recreation CenterFund of children Activity programDescription3Txt
Expenses3$2,500Expenses3Amt
Description4Family Services-Intensive home-based child abuse and neglect prevention program.Aim is to strengthen and preserve families and children at risk.Description4Txt
Expenses4$2,500Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,553,919AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$705,031AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,258,950TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,258,950AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,884CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,225,066NetVlNoncharitableAssetsAmt
Minimum Investment Return$111,253MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$111,253MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,047TaxBasedOnInvestmentIncomeAmt
Total Tax$1,047TotalTaxAmt
Distributable Before Adj$110,206DistributableBeforeAdjAmt
Distributable Before Ded$110,206DistributableBeforeDedAmt
Distributable As Adjusted$110,206DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,907ExpensesAndContributionsAmt
Qualifying Distributions$75,907QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,047PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$74,860AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,206DistributableAsAdjustedAmt
Undistributed Income PY$107,527UndistributedIncomePYAmt
Excess Distribution Cyov Yr1$73,628ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$73,628TotalExcessDistributionCyovAmt
Qualifying Distributions$75,907QualifyingDistributionsAmt
Remaining Distri From Corpus$75,907RemainingDistriFromCorpusAmt
Total Corpus$149,535TotalCorpusAmt
Taxable2$107,527Taxable2Amt
Undistributed Income CY$110,206UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$149,535ExcessDistriCyovToNextYrAmt
Excess From Year1$73,628ExcessFromYear1Amt
Excess From Current Year$75,907ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
GEORGE SISCO
C/O Hudson Valley Fdn for Youth HeaKingstonNY1240109038453390007N/AN/AN/A
GEORGE SISCO
C/O Hudson Valley FDN for Youth HeaKingstonNY124018453390007N/AN/AN/A
GEORGE SISCO
C/O Hudson Valley FDN for Youth HeaKingstonNY124018453390007N/AN/AN/A

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Awareness Inc
PO Box 363West HurleyNY12491PCAwareness Substance Education Progran$2,500
North Chatham Free Library
PO Box 907North ChathamNY12132PCprogram for KidsExpand Summer$2,000
The Crelllin Park Foundation
488 Rt 295ChathamNY12037PCChildren's Garden Program$2,500
Foundation for the Open Eye Inc
PO Box 959 960 Main StMargaretvilleNY12455PCTheater Workshop,To Support Yourthprograms, and other opportunities$2,500
Olive Free Library Assoc
4033 Route 28AWest ShokanNY12494PCOffer healthy afterschool programs to children$2,500
Young Rhinebeck Inc
PO Box 590RhinebeckNY12572PClife , Learning and Languagefund a portion Young Rhinebeck's sumerprogram$2,500
The Southlands Foundation
5771 Route 9RhinebeckNY12572PCto pony CampScholarship for 2 student$1,200
Mac Fit Kids
743 East Chester StreetKingstonNY12401PCof all childrenImprove Daily Activities$2,300
Catskill Animal Sanctuary
316 Old Stage RdSaugertiesNY12477PCCamp Kindness and upgrade toScholarships forCamp Classroom$2,500
Cornell Cooperative Ext Dutchess Co
5805 Route 9RhinebeckNY12572PCSponsor educational demo's for club and othe 4-HGently Giants 4-Hclubs$2,500
Pregnancy Support Center of Ulster
246 Main St Suite 9New PaltzNY12561PCclientspurchase Supplies need for$1,000
YMCA of Kingston
507 BroadwayKingstonNY12401PCprovide fun educational experiencesCamp Starfish Supportswimming lessons, physical fitness activities and healthy food$2,500
Family Services Inc
29 North Hamilton StPoughkeepsieNY12601PCEducation Program inin support the FamilyHudson Valley$2,500
Phoenicia Library
PO Box 555PhoeniciaNY12464PCsummer program forCreation of Creative writingteenagers$2,350
Rhinebeck Reformed Church Youth Group
6386 Mill STRhinebeckNY12572PCChildrens Home In POKPurchase of supplies for$2,500
Kingston Outreach Service Inc
PO Box 2348KingstonNY12402PCto distribute toCoat and Hat Diveneedy children in the community$2,500
Old Rhinebeck Aerodrome Museum
PO Box 229RhinebeckNY12572PCEducation Room$750
Praise Dominion Family Worship Center
21 Canal StreetEllenvilleNY12428PCto child of the Church andTo Provide Coats and Scarfsin the community$2,500
Horses for a Change
PO Box 54EsopusNY12429PC2 students with disabilities.provide 6 therapeutic riding sesionf forrecruit and train 16 teenages to particiapte in the process$1,000
Sawyer Automotive Foundation
166 Ulster AveSaugertiesNY12477PCto children at Saugerties holiday inhelp provide toys, electronics, and etcthe village$2,500
Peoples Place
17 ST James STKingstonNY12401PCfor needy childFunding of Birthday Booth$2,000
Starr Library
63 W Market StRhinebeckNY12572pcon US StatesReplace outdated refernce collection$1,550
Starling Production Inc
5 Sterling Street Suite 205KingstonNY12401PCof This is Yourto produce a renditionSong for teens$2,500
Hudson Mohawk Resource Conservation and Developement council
479 RT66HudsonNY12534PCHudson Mohawk Region & Dutches, Ulster, DelawareSeeding to Increae Pollination in theCounties work with Youth Organizations$2,500
Ferncliff Forest Inc
PO Box 1RhinebeckNY12572PCso that children can fishComplet Pond Restorationand enjoy nature$2,500
Taconic Retreat and Conference Center
64 White DrRed HookNY12571pcfor tuition for retreatSupplies and financial assistance$1,500
Catskill Recreation Center
651 CTY HWY 38ArkvilleNY12406PCFundingKid Activity Program$2,500
YWCA of Ulster County
209 Clinton AveKingstonNY12401PCGirls Inc. Summer Video Progr$2,500
Raiders Sports Club
PO Box 469Red HookNY12571PCparty to save livesAfter prom non alchol$2,500
Junior League of Kingston
PO BoxKingstonNY12401PCScholarships$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,650TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,128ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,134ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Related Or Exempt Function Incm$98,069RelatedOrExemptFunctionIncmAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$5,890ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,152ExclusionAmt
Related Or Exempt Function Incm$98,069RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$113,221TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMarianne E Wood-Jensen Tax & Accounting Tax PreparationCategoryTxt
Amt$2,065Amt
Net Investment Income$1,032NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,033DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRt
TV Monitor1997-02-28$329$329200DB5.00
Copier1998-02-19$9,705$9,705200DB5.00
Desk1999-07-13$323$323200DB7.00
Computer1996-08-24$3,437$3,437200DB5.00
Computer2008-10-28$2,100$2,100200DB5.00

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
290 shrs Micron Technology Inc2014-01Purchased2015-06$5,794$6,899-$1,105
1000 shrs Manitowoc CO Inc2011-03Purchased2015-10$15,008$21,747-$6,739
US Life Annuity2009-08Purchased2015-01$605,913$500,000$105,913

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1000 shrs Altria Group$26,035$58,210
1000 shrs Bank Amer Corp$6,386$16,830
1000 shrs Ford Mtr Co$14,816$14,090
1000 shrs General Electric Co$20,025$31,150
500 shrs Intel Corproation$11,551$17,225
237 shrs Alibaba Grp$21,774$19,261
1000 shrs Apple Inc$126,813$105,260
1000 shrs Sirius XM Holdings$3,864$4,070
300 shrs Fitbit$11,446$6,877
380 shrs Williams Cos$15,881$9,766

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemLand Buildings & EquipCategoryOrItemTxt
Cost Or Other Basis$15,894CostOrOtherBasisAmt
Accumulated Depreciation$15,894AccumulatedDepreciationAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (6 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Annuity Sun Life$254,140$254,140$323,908
Annuity American General Life$500,000$500,000$605,453
Annuity American General Life$500,000
Annuity Nationwide$123,048$123,048$128,681
HSBC Bank Index CD$100,000$100,000$97,590
HSBC Bank Index CD$100,000$100,000$97,040

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (6 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Annuity Sun Life$254,140$254,140$323,908
Annuity American General Life$500,000$500,000$605,453
Annuity American General Life$500,000
Annuity Nationwide$123,048$123,048$128,681
HSBC Bank Index CD$100,000$100,000$97,590
HSBC Bank Index CD$100,000$100,000$97,040

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (6 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Annuity Sun Life$254,140$254,140$323,908
Annuity American General Life$500,000$500,000$605,453
Annuity American General Life$500,000
Annuity Nationwide$123,048$123,048$128,681
HSBC Bank Index CD$100,000$100,000$97,590
HSBC Bank Index CD$100,000$100,000$97,040

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Insurance$450$325$325$125
Postage & Shipping$334$100$100$224
Supplies$3,461$3,461
Telephone$1,819$1,213$1,213$606
Bank Service Charge
Membership$825$825
Advertising$1,986$1,986

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFundraisingDesc
Revenue And Expenses Per Books$5,890RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNYS Filing FeeCategoryTxt
Amt$250Amt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.