HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC (EIN 22-2484912)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201521359349100917
- Schema version
- 2014v5.0
- 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
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T08:15:17-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIANNE E WOOD-JENSEN | PreparerPersonNm |
| Phone | 8458020371 | PhoneNum |
| Preparation | 2015-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,059,990 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,964 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,396 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,396 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,990 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,990 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$422 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,396 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,386 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,386 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,850 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,125 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $375 | AccountingFeesChrtblPrpsAmt |
| 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 |
| Trav Conf Meeting Rev And Expnss | $2,297 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,996 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,966 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,966 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,030 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,091 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,655 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,973 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,973 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,116 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,091 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,295 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,295 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,203 | CashBOYAmt |
| Cash EOY | $3,071 | CashEOYAmt |
| Cash EOYFMV | $3,071 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $134,604 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,466 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,466 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $500 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $106,378 | CorporateStockBOYAmt |
| Corporate Stock EOY | $107,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $158,328 | 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 | $1,577,188 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,577,188 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,848,625 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,835,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,737,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,059,990 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,835,873 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,737,684 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,835,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,737,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,835,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,737,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,835,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,189 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,737,684 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,737,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 200 shrs Vance Hldgs Corp | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2013-11-15 | AcquiredDt |
| Sold | 2014-01-13 | SoldDt |
| Gross Sales Price | $5,396 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $5,818 | CostOrOtherBasisAmt |
| Gain Or Loss | -$422 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$422 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$422 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$422 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,986 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,065,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.014033 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,040 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,028,915 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.012342 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,923 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,015,745 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.007899 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,909 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,990,830 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032102 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $77,682 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,983,664 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039161 | DistributionYr5Rt |
| Total Distribution | 0.105537 | TotalDistributionRt |
| Average Distribution | 0.021107 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,150,802 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,397 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,410 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,628 | 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 | $13 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13 | SubtotalAmt |
| Tax Based On Investment Income | $13 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $112 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $112 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$112 | OriginalReturnOverpaymentAmt |
| Overpayment | $99 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $99 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://www.hvfyh.org | WebsiteAddressTxt |
| Individual With Books | HV FOUNDATION FOR YOUTH | IndividualWithBooksNm |
| Phone | 8453390007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 Van Wagenen Lane | AddressLine1Txt |
| City | Kingston | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 124010903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | $1,350 | $0 | $0 |
| ALICE LIVELY | ||||||||
| 10 Mountain View Road | Rhinebeck | NY | 12572 | Director | 3.00 | $5,000 | $0 | $0 |
| PETER KAUFMAN | ||||||||
| 86 Schildknecht Road | Hurley | NY | 12443 | Chairperspm | 2.00 | $700 | $0 | $0 |
| WENDY BRISLEY | ||||||||
| 214 Whalesback Road | Red Hook | NY | 12571 | Director | 5.00 | $800 | $0 | $0 |
| PETER RYAN | ||||||||
| 12 Lynette Blvd | Kingston | NY | 12401 | Director | 2.00 | $550 | $0 | $0 |
| BRIGITTE DUPRE | ||||||||
| PO Box 1163 | Saugerties | NY | 12477 | Vice Chairperson | 5.00 | $3,100 | $0 | $0 |
| SARAH MELVIN | ||||||||
| PO Box 63 | West Shokan | NY | 12491 | Director | 2.00 | $750 | $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 | Rhinebeck Performing Arts- Productions of child and family appropriate productions.serving approx 1500 youths | Description1Txt |
| Expenses1 | $2,500 | Expenses1Amt |
| Description2 | North Chatham Free LibraryAugment summer program with the addition of a redubg/tutoringprogram under guidance of a reading specialtist. Serve 30-50 children | Description2Txt |
| Expenses2 | $2,500 | Expenses2Amt |
| Description3 | The Crellin Park Foundation, Inc.Childrens garden program. 20 children directly and all youth enrolled inSummer program | Description3Txt |
| Expenses3 | $2,500 | Expenses3Amt |
| Description4 | Foundation for the Open Eye, IncA 2 week theater workshop/camp 7/14-7/25 classes and rehearsals with 2 performances7/26 & 7/27, more performances in Nov. and Dec. | Description4Txt |
| Expenses4 | $2,500 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,019,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,183,555 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,183,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,150,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,540 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,540 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13 | TotalTaxAmt |
| Distributable Before Adj | $107,527 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $107,527 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $107,527 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,628 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $73,628 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,615 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $74,289 | UndistributedIncomePYAmt |
| Qualifying Distributions | $73,628 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $73,628 | RemainingDistriFromCorpusAmt |
| Total Corpus | $73,628 | TotalCorpusAmt |
| Taxable2 | $74,289 | Taxable2Amt |
| Undistributed Income CY | $107,527 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $73,628 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $73,628 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Rhinebeck Performing Arts | ||||||
| 661 Route 308 | Rhinebeck | NY | 12572 | PC | support for Sat. Children' shows | $2,500 |
| North Chatham Free Library | ||||||
| PO Box 907 | North Chatham | NY | 12132 | PC | expand summer story hour and programs for Kids. | $2,500 |
| Mental Health Axxociation | ||||||
| 300 Aaron CT | Kingston | NY | 12401 | PC | Funds for social group Activities | $1,500 |
| Columbia Memorial Hospital | ||||||
| 7 Prospect Ave | Hudson | NY | 12534 | PC | Implement a Scrub Club in a School in Greene County | $1,000 |
| The Crelllin Park Foundation | ||||||
| 488 Rt 295 | Chatham | NY | 12037 | PC | Children's Garden Program | $2,500 |
| Foundation for the Open Eye Inc | ||||||
| PO Box 959 960 Main St | Nargaretville | NY | 12455 | PC | Theater Workshop,To Support Yourthprograms, and other opportunities | $2,500 |
| Olive Free Library Assoc | ||||||
| 4033 Route 28A | West Shokan | NY | 12494 | PC | with Olive Rec. CampSummer Reading Program | $2,500 |
| Shandaken Theatrical Society Inc | ||||||
| PO Box 473 | Phoenicia | NY | 12464 | pc | Writing ProgramTeen Theater & | $2,300 |
| Lederman Childrens Center DBA Child Light Inc | ||||||
| 3007 RT 213E | Stone Ridge | NY | 12484 | PC | direct space onto benefit children'splaygroung | $1,500 |
| Young Rhinebeck Inc | ||||||
| PO Box 590 | Rhinebeck | NY | 12572 | PC | 3 teachers and suppliesto help with costs forin Life, Learning and Language program | $2,500 |
| Legal Services of the Hudson Valley | ||||||
| 147 Union Street Suite 101 | Poughkeepsie | NY | 12601 | Pc | Children's AdvocaySupport work ofUnit. | $1,500 |
| New Genesis Production | ||||||
| 23 Vision Path | West Shokan | NY | 12494 | PC | production supportPromotion/Scholarships/ | $2,500 |
| Bard College | ||||||
| PO Box 5000 | Annandale on Hudson | NY | 12504 | PC | and BasketballDream to Achieve TutoringProgram in Kgn, NY | $2,500 |
| Breast Cancer Option Inc | ||||||
| 101 Hurley Ave Suite 10 | Kingston | NY | 12401 | PC | StaffCamp Lightheart | $1,500 |
| The Southlands Foundation | ||||||
| 5771 Route 9 | Rhinebeck | NY | 12572 | PC | to attend camp andScholarship for 1 studentrepair of tent used to protect campers | $1,000 |
| Mac Fit Kids | ||||||
| 743 East Chester Street | Kingston | NY | 12401 | PC | and stay healthyHelp Kids get | $2,500 |
| Catskill Animal Sanctuary | ||||||
| 316 Old Stage Rd | Saugerties | NY | 12477 | PC | Camp KindnessScholarships for | $2,500 |
| Red Hook Education Foundation Inc | ||||||
| PO Box 2 | Red Hook | NY | 12571 | PC | alternative environment forSupport a safe &funstudents after prom | $2,500 |
| Chatham Kids club | ||||||
| PO Box 221 | Chatham | NY | 12037 | PC | farm to tableFunding forprogram | $500 |
| AYSO-Saugerties | ||||||
| PO Box 800 | Saugerties | NY | 12477 | PC | Trainers for PlayersProvide for professional& Coaches | $2,500 |
| Family of Woodstock Inc | ||||||
| PO Box 3516 | Kingston | NY | 12401 | PC | Hodge CenterSumer program at Evette | $1,200 |
| Cornell Cooperative Ext Dutchess Co | ||||||
| 5805 Route 9 | Rhinebeck | NY | 12572 | PC | other clubs on horsemanshipHelp Educate Club andand leadership | $2,260 |
| The Children's Home of Kingston | ||||||
| 26 Grove Street | Kingston | NY | 12401 | PC | in silscreening, custodial, recyclingyouth stipends for workingservices and gardening | $1,400 |
| Pregnancy Support Center of Ulster | ||||||
| 246 Main St Suite 9 | New Paltz | NY | 12561 | PC | mialingsBrochuresto reach clients | $2,500 |
| Boys & Girls Club of Kingston Inc | ||||||
| 139 Greenkill Ave | Kingston | NY | 12401 | PC | low income youth to participateScholarship funding forin team and individual sports programs | $2,500 |
| YMCA of Kingston | ||||||
| 507 Broadway | Kingston | NY | 12401 | PC | healthy activities at the Yscholarships for youth to participate inwho would not otherwise afford it | $2,500 |
| Greene Co Federation of Sportsmen | ||||||
| 185 Agnes Drive | Cairo | NY | 12413 | PC | hunter safety classesLapto computer for use in | $2,400 |
| Family Services Inc | ||||||
| 29 North Hamilton St | Poughkeepsie | NY | 12601 | PC | Education Program inin support the FamilyUlster County | $2,500 |
| Phoenicia Library | ||||||
| PO Box 555 | Phoenicia | NY | 12464 | PC | Community servicemusic,program | $2,113 |
| Family of Woodstock-Child Care Council | ||||||
| PO Box 3516 | Kingston | NY | 12402 | PC | for Best PracticePrinting costsBooklets | $1,300 |
| Benedictine health Foundation Inc | ||||||
| 105 Marys Avee | Kingston | NY | 12401 | PC | Partial Hospitaizationto give the Adolescentprogram | $2,500 |
| Astor Services for Children & Families | ||||||
| 6339 Mill Street | Rhinebeck | NY | 12572 | PC | a Family ProgramHoliday Adop | $1,500 |
| Rhinebeck Reformed Church | ||||||
| 6386 Mill ST | Rhinebeck | NY | 12572 | PC | for new Youth GroupPurchase of equipment | $2,000 |
| Kingston Outreach Service Inc | ||||||
| PO Box 1214 | Kingston | NY | 12402 | PC | Kingston Kinderland II | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,973 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,279 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | -$422 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,963 | 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 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 200 shrs Vince Hldgs Corp | AssetDesc |
| Acquired | 2013-11 | AcquiredDt |
| Sold | 2014-01 | SoldDt |
| Gross Sales Price | $5,396 | GrossSalesPriceAmt |
| Basis | $5,818 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | -$422 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 shrs Altria Group | $26,035 | $49,270 |
| 1000 shrs Bank Amer Corp | $6,386 | $17,890 |
| 1000 shrs Ford Mtr Co | $14,816 | $15,500 |
| 1000 shrs General Electric Co | $20,025 | $25,270 |
| 500 shrs Intel Corproation | $11,551 | $18,145 |
| 1000 shrs Manitowoc Co Inc | $21,747 | $22,100 |
| 290 shrs Micron Technology, Inc | $6,899 | $10,153 |
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 (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Annuity Sun Life | $254,140 | $254,140 | $314,538 |
| Annuity American General Life | $500,000 | $500,000 | $605,453 |
| Annuity American General Life | $500,000 | $500,000 | $605,453 |
| Annuity Nationwide | $123,048 | $123,048 | $124,051 |
| HSBC Bank Index CD | $100,000 | $100,000 | $102,940 |
| HSBC Bank Index CD | $100,000 | $100,000 | $96,190 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Annuity Sun Life | $254,140 | $254,140 | $314,538 |
| Annuity American General Life | $500,000 | $500,000 | $605,453 |
| Annuity American General Life | $500,000 | $500,000 | $605,453 |
| Annuity Nationwide | $123,048 | $123,048 | $124,051 |
| HSBC Bank Index CD | $100,000 | $100,000 | $102,940 |
| HSBC Bank Index CD | $100,000 | $100,000 | $96,190 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Annuity Sun Life | $254,140 | $254,140 | $314,538 |
| Annuity American General Life | $500,000 | $500,000 | $605,453 |
| Annuity American General Life | $500,000 | $500,000 | $605,453 |
| Annuity Nationwide | $123,048 | $123,048 | $124,051 |
| HSBC Bank Index CD | $100,000 | $100,000 | $102,940 |
| HSBC Bank Index CD | $100,000 | $100,000 | $96,190 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Advertising | $20 | $20 | ||
| Insurance | $450 | $111 | $339 | $339 |
| Postage & Shipping | $128 | $96 | $32 | $32 |
| Supplies | $4,837 | $2,418 | $2,419 | $2,419 |
| Telephone | $1,541 | $385 | $1,156 | $1,156 |
| Bank Service Charge | $20 | $20 | $20 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS Filing Fee | CategoryTxt |
| Amt | $250 | Amt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Comments