HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HUDSON VALLEY FOUNDATION FOR YOUTH HEALTH INC (EIN 22-2484912)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202601349349104105
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T15:22:59-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141604297PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RBT CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 757 2215 ROUTE 9WAddressLine1Txt
CityLAKE KATRINECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12449ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222484912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HUDSON VALLEY FOUNDATION FOR YOUTHBusinessNameLine1Txt
Business Name Line2HEALTHBusinessNameLine2Txt
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)
PersonBRIGITTE DUPREPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG R SICKLER CPAPreparerPersonNm
PTINP00237241PTIN
Phone8453367183PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,154,740FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,459ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10,522InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,522InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$51,769DividendsRevAndExpnssAmt
Dividends Net Invst Incm$51,769DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$122,981NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$254,462GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$122,981CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$197,731TotalRevAndExpnssAmt
Total Net Invst Incm$185,272TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,835AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$986AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,849AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$21,533OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$21,533OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,460TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,460TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$3,850OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$3,850OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,332OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10,332OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,010TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,979TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,031TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$110,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$110,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$152,360TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,979TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$127,381TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,371ExcessRevenueOverExpensesAmt
Net Investment Income$160,293NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,969CashBOYAmt
Cash EOY$142,624CashEOYAmt
Cash EOYFMV$142,628CashEOYFMVAmt
Sav And Temp Cash Invst BOY$41,084SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$39,281SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$39,281SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$39PrepaidExpensesBOYAmt
Corporate Stock BOY$852,115CorporateStockBOYAmt
Corporate Stock EOY$1,533,601CorporateStockEOYAmt
Corporate Stock EOYFMV$1,533,601CorporateStockEOYFMVAmt
Corporate Bonds BOY$762,054CorporateBondsBOYAmt
Corporate Bonds EOY$1,175,767CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,175,767CorporateBondsEOYFMVAmt
Mortgage Loans BOY$69,689MortgageLoansBOYAmt
Mortgage Loans EOY$87,945MortgageLoansEOYAmt
Mortgage Loans EOYFMV$87,945MortgageLoansEOYFMVAmt
Other Investments BOY$447,533OtherInvestmentsBOYAmt
Other Investments EOY$175,518OtherInvestmentsEOYAmt
Other Investments EOYFMV$175,518OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$17,713LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,713LandBldgEquipAccumDeprecAmt
Total Assets BOY$2,193,483TotalAssetsBOYAmt
Total Assets EOY$3,154,736TotalAssetsEOYAmt
Total Assets EOYFMV$3,154,740TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,168,016NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,119,331NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$25,467DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$35,405DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,193,483TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,154,736TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,193,483TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,154,736TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,193,483TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,371ExcessRevenueOverExpensesAmt
Other Increases$915,882OtherIncreasesAmt
Subtotal$3,154,736SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,154,736TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD INTL FD FTS D MKTSP2017-12-012025-12-30$25,791$18,200$7,591$7,591
VANGUARD INTL EQUITY FTSE EMERGINGP2017-12-012025-12-30$9,211$7,529$1,682$1,682
VANGUARD INDEX FDS VP2017-12-012025-01-14$21,754$7,502$14,252$14,252
VANGUARD INDEX FDS VP2017-12-012025-12-30$31,030$8,753$22,277$22,277
VANGUARD INDEX FDS VALUE ETFP2017-12-012025-12-30$45,285$25,543$19,742$19,742
VANGUARD INDEX FDS V ALL CAP ETFP2017-12-012025-12-30$10,333$6,012$4,321$4,321
WELLS FARGO SIOUX FALLSP2024-01-012025-03-18$58,000$57,942$58$58
FieldValueIRS element (for citing)
Capital Gain Net Income$122,981CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,228InvestmentIncomeExciseTaxAmt
Subtotal$2,228SubtotalAmt
Tax Based On Investment Income$2,228TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$68EsPenaltyAmt
Tax Due$2,296TaxDueAmt

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 BooksBRIGITTE DUPREIndividualWithBooksNm
Phone8453390007PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1163AddressLine1Txt
CitySAUGERTIESCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12477ZIPCd
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
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARBARA MANSFIELD
PO BOX 325PHOENICIANY12464BOARD MEMBER2.00$0$0$0
BRIGITTE DUPRE
PO BOX 1163SAUGERTIESNY12477TREASURER5.00$0$0$0
LISA MURRAY
PO BOX 3148KINGSTONNY12401VICE CHAIR3.00$0$0$0
JACKY LIESKE
PO BOX 3148KINGSTONNY12402CHAIR10.00$0$0$0
ALEX JULSON
PO BOX 3148KINGSTONNY12402BOARD MEMBER5.00$0$0$0
ALEX RODRIQUEZ
PO BOX 3148KINGSTONNY12402BOARD MEMBER2.00$0$0$0
MELISSA CHAHANOVICH
PO BOX 3148KINGSTONNY12402BOARD MEMBER2.00$0$0$0
GWEN MCCANN
PO BOX 3148KINGSTONNY12402BOARD MEMBER2.00$0$0$0
ADRIANA ARQUETA
PO BOX 3148KINGSTONNY12402STUDENT BOAR2.00$0$0$0
KAYLYN DOYLE
PO BOX 3148KINGSTONNY12402STUDENT BOAR2.00$0$0$0
JOSH VIZQUEZ
PO BOX 51HURLEYNY12443SECRETARY5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,909,534AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$100,197AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,009,731TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,009,731AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,146CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,964,585NetVlNoncharitableAssetsAmt
Minimum Investment Return$148,229MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$148,229MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,228TaxBasedOnInvestmentIncomeAmt
Total Tax$2,228TotalTaxAmt
Distributable Before Adj$146,001DistributableBeforeAdjAmt
Distributable Before Ded$146,001DistributableBeforeDedAmt
Distributable As Adjusted$146,001DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$127,381ExpensesAndContributionsAmt
Qualifying Distributions$127,381QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$146,001DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$16,758ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$16,758TotalExcessDistributionCyovAmt
Qualifying Distributions$127,381QualifyingDistributionsAmt
Applied To Current Year$127,381AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$16,758ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$16,758ExcessDistributionCyovAppCYAmt
Undistributed Income CY$1,862UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN LEGION
1045 VETERANS WAYPHOENICIANY12464PCVETERANS SUPPORT$2,000
ANGELS OF LIGHT
28 FRONT STREETMILLBROOKNY12545PCCOMMUNITY SUPPORT$1,500
ARM OF THE SEA PRODUCTIONS
57 E BRIDGE STREETSAUGERTIESNY12477PCTHEATER WORKSHOP$1,000
ASCIENZO FAMILY FOUNDATION
60 PENSTOCK LANELAKE KATRINENY12449PCPROGRAM SUPPORT$2,800
BOUNDLESS ARTS
7772 MAIN STREETHUNTERNY12442PCART PROGRAM$3,000
BOYS & GIRLS CLUB OF ULSTER COUNTY
PO BOX 2271KINGSTONNY12402PCNUTRITION PROGRAM$1,000
CANCER ASSISTANCE PARENTS CAPS
30 GRAND STREETKINGSTONNY12401PCPROGRAM SUPPORT$1,500
CATSKILL ANIMAL SANCTURARY
316 OLD STAGE ROADSAUGERTIESNY12477PCPROGRAM SUPPORT$1,000
CATSKILL MTN SHAKESPEARE
1870 SPRUCETON ROADWEST KILLNY12492PCPERFORMANCE PROGRAM & WORKSHOP$1,500
CATSKILL RECREATION CENTER
651 CO ROADARKVILLENY12406PCSUPPORT PROGRAM$12,000
CATSKILL WHEELHOUSE
5599 ROUTE 23ACRANY12405PCEDUCATION PROGRAM$2,000
CENTER FOR THE PREVENTION OF CHILD
35 VAN WAGNER ROADARLINGTONNY12603PCPROGRAM SUPPORT$10,000
CHATHAM KIDS CLUB
PO BOX 221CHATHAMNY12401PCCHILD-CARE PROGRAM$2,250
CHILDREN'S HOME OF KINGSTON
26 GROVE STREETKINGSTONNY12401PCBICYCLE PROGRAM$4,825
CPW
25 DEDRICK STREETKINGSTONNY12401PCSUPPORT$2,500
FAMILY HOUSE
31 ALBANY AVEKINGSTONNY12401PCSUPPORT PROGRAM$1,000
FRIENDS OF HUDSON YOUTH
PO BOX 285HUDSONNY12534PCSUPPORT PROGRAM$2,000
GREATER HUDSON PROMISE NEIGHBORHOOD
364 WARREN STREETHUDSONNY12534PCSUPPORT PROGRAM$4,000
HORSES FOR CHANGE
PO BOX 54ESOPUSNY12429PCPROGRAM SUPPORT$1,000
HUDSON RIVER MARITIME MUSEUM
50 RONDOUT LANDINGKINGSTONNY12401PCPROGRAM SUPPORT$1,250
KITES NEST
58 N FRONT STREETHUDSONNY12534PCPROGRAM SUPPORT$2,500
LAND-TO-LEARN
5109 US-9WNEWBURGHNY12550PCSUPPORT PROGRAM$2,500
MAYA GOLD FOUNDATION
5 WARWARSING ROADNEW PALTZNY12561PCPROGRAM SUPPORT$500
MENTOR ME
PO BOX 199PORT EWENNY12466PCMENTORING PROGRAM$1,000
MOUNTAIN VALLEY LITTLE LEAGUE
PO BOX 1341WOODSTOCKNY12498PCSUPPORT$2,500
MUSIC ON THE DELAWARE
PO BOX 408WALTONNY13856PCPERFORMING ARTS PROGRAM$2,250
NYS CHARITIES
THE CAPITALALBANYNY12224PCSUPPORT$1,025
PHOENICIA PLAYHOUSE
10 CHURCH STREETPHOENICIANY12464PCWORKSHOP$2,500
PLACE CORP
16 LUCAS AVEKINGSTONNY12401PCEDUCATION PROGRAM$3,000
PLATTEKILL PUBLIC LIABRARY
2047 NY-32MODENANY12548PCSUPPORT$2,000
R H COMMUNITY CENTER
59 FISK STREETRED HOOKNY12571PCPROGRAM SUPPORT$500
RED HOOK LIBRARY
7444 S BROADWAYRED HOOKNY12571PCPROGRAM SUPPORT$1,950
RED HOOK PTSA
65 LINDEN AVERED HOOKNY12571PCPROGRAM SUPPORT$2,500
RED HOOK RESPONDS
PO BOX 624RED HOOKNY12571PCYOUTH PROGRAM$1,500
REGIONAL FOOD BANK
580 NY-416MONTGOMERYNY12549PCPROGRAM SUPPORT$500
RESILENT CHILD FUND
14 DEWITT MILLS ROADHURLEYNY12443PCSUPPORT PROGRAM$2,500
RHINEBECK REFORMED CHURCH
6368 MILL STREETRHINEBECKNY12572PCPROGRAM SUPPORT$2,500
SEED SONG FARM
64 GILL STREETKINGSTONNY12401PCFARM$1,500
STOCKADE WORKS
PO BOX 3999KINGSTONNY12402PCPROGRAM SUPPORT$8,000
STONY BROOK UNIVERSITY
100 NICOLLS ROADSTONY BROOKNY11794PCPROGRAM SUPPORT$1,000
TEAM NORA
PO BOX 667RED HOOKNY12571PCFAMILY SUPPORT$1,500
TMI PERIOD POWER CLUB
65 ST JAMES STKINGSTONNY12401PCSUPPORT PROGRAM$1,000
UNITED WAY OF ULSTER COUNTY
450 ALBANY AVEKINGSTONNY12401PCSUPPORT PROGRAM$1,000
VOICE THEATRE
PO BOX 353BEARSVILLENY12409PCTHEATER WORKSHOP$5,000
WILD EARTH
2307 LUCAS TPKHIGH FALLSNY12440PCPROGRAM SUPPORT$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$110,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,522ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,769ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$122,981ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$185,272ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$185,272TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$3,835Amt
Net Investment Income$986NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,849DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD LONG TERM BD$87,595$87,595
VANGUARD INDEX FDS BD$87,849$87,849
VANGUARD SHORT TERM BD$180,002$180,002
VANGUARD INTL DEVELOPED$182,725$182,725
VANGUARD CHARLOTTE TOTAL INTL BD$190,188$190,188
VANGUARD INTL EMERGING$69,834$69,834
VANGUARD GROWTH$199,047$199,047
VANGUARD VALUE$137,513$137,513
VANGUARD SMALL CAP$41,014$41,014

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$46,155$46,155
ADVANCED MICRO DEVICES INC$107,080$107,080
ALTRIA GROUP INC$57,660$57,660
APPLE INC$135,930$135,930
BANK OF AMERICA CORP$55,000$55,000
CITIGROUP INC NEW$68,264$68,264
EXXON MOBIL CORP$28,761$28,761
FREEPORT MCMORAN INC CLASS B$63,234$63,234
ISHARES ETF PFD$11,796$11,796
ISHARES CORE US$12,285$12,285
ISHARES IBOXX$12,659$12,659
GOLDMAN SACHS TR$145,713$145,713
MERCK & CO INC NEW$7,579$7,579
ORACLE CORPORATION$139,945$139,945
PARNASSUS ENDEAVOR$253,570$253,570
T ROWE PRICE BLUE CHIP GROWTH$340,147$340,147
T ROWE PRICE GROUP INC$24,981$24,981
WILLIAMS COMPANIES INC$22,842$22,842

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CAPITAL ONE NA CDFMV
PORTAGE BANK CDFMV
WELLS FARGO BANK NA CDFMV$150,729$150,729
KEY CD - 7 MO.FMV
KEY CD - 13 MO.FMV
KEY CD - XXFMV$24,789$24,789

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$17,713CostOrOtherBasisAmt
Accumulated Depreciation$17,713AccumulatedDepreciationAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
CONTRACT SERVICES$5,951$5,951
DUES & MEMBERSHIP$475$475
INSURANCE$500$500
MARKETING$629$629
OFFICE SUPPLIES$287$287
POSTAGE & SHIPPING$307$307
TELEPHONE$398$398
TRAVEL, CONFERENCES & MEETING$1,195$1,195
WEB SERVICES$590$590

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
PRIOR PERIOD ADJUSTMENT$650,517
UNREALIZED GAIN$265,365

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$21,533Amt
Net Investment Income$21,533NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$2,460Amt
Net Investment Income$2,460NetInvestmentIncomeAmt

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