2024-11-13T10:03:57-06:00 2023-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2023-01-01 131692606 HISTORIC HUDSON VALLEY HIST 9146318200 639 BEDFORD ROAD POCANTICO HILLS NY 10591 WADDELL W STILLMAN PRESIDENT 9146318200 2024-11-15 1 0 FREDERICK MARTENS P00298107 2126972299 2023 2024-10-15 13:58:12Z WADDELL W STILLMAN 639 BEDFORD ROAD POCANTICO HILLS NY 10591 39167743 0 X WWW.HUDSONVALLEY.ORG X 1951 NY HHV CELEBRATES THE HISTORY AND CULTURE OF THE HUDSON VALLEY. 19 19 237 50 183446 0 3306164 2320034 9428691 9545461 -363213 -800391 881547 955988 13253189 12021092 0 0 0 0 5954714 7213905 0 0 675000 10103109 10298181 16057823 17512086 -2804634 -5490994 77268582 77675977 6972403 6587047 70296179 71088930 X THE ORGANIZATION'S MISSION IS TO CELEBRATE THE HISTORY, ARCHITECTURE, LANDSCAPE AND MATERIAL CULTURE OF THE HUDSON VALLEY, ADVANCING ITS IMPORTANCE AND THEREBY ASSURING ITS PRESERVATION. 0 0 8359899 9545461 INTERPRETATION, EDUCATION AND CULTURAL EVENTS:EDUCATION AND PUBLIC PROGRAMMING TO ADVANCE AND DISSEMINATE KNOWLEDGE AND UNDERSTANDING OF THE HISTORY AND CULTURE OF THE HUDSON VALLEY. DURING 2023, 240,616 VISITORS CAME TO THE HISTORIC SITES FOR TOURS, SCHOOL EDUCATION PROGRAMS AND SEASONAL FESTIVALS. 2682509 BUILDINGS, GROUNDS AND SECURITY:RESTORATION AND PRESERVATION OF NATIONALLY SIGNIFICANT BUILDINGS AND LANDSCAPES, AS WELL AS MAINTAINING VISITOR CENTERS AND PUBLIC EDUCATION AND RESEARCH FACILITIES. 1158087 DIGITAL PROGRAMS, CURATORIAL AND LIBRARY:CARE AND CONSERVATION OF ARTIFACT COLLECTIONS AND LIBRARY AND RESEARCH MATERIALS FOR PUBLICATION AND USE BY SCHOLARS AND IN VARIOUS ON-SITE AND WEB-BASED PROGRAMS. 2408301 800960 MARKETING, PUBLIC RELATIONS AND NEW MEDIA, AND MUSEUM SHOPS. 2408301 800960 14608796 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 130 0 1 237 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JENNIFER KOVALSKAYA 9143666941 639 BEDFORD ROAD POCANTICO HILLS NY 10591 WILSON S NEELY TRUSTEE AND CHAIR 1.00 X X 0 0 0 KIMBERLY J HUCHRO TRUSTEE AND VICE CHAIRMAN 1.00 X X 0 0 0 MARK F ROCKEFELLER TRUSTEE AND CHAIR OF THE EXEC COMM. 1.00 X X 0 0 0 WILLIAM H WRIGHT II TRUSTEE AND TREASURER 1.00 X X 0 0 0 KATHARINE CHAPMAN TRUSTEE AND SECRETARY 1.00 X X 0 0 0 KENT L BARWICK TRUSTEE 1.00 X 0 0 0 ERIC BLAIR-JOANNOU TRUSTEE 1.00 X 0 0 0 JOSEPH P COTTER TRUSTEE 1.00 X 0 0 0 MELANIE DODSON TRUSTEE 1.00 X 0 0 0 STEVEN ELKES TRUSTEE 1.00 X 0 0 0 HAROLD C EYLWARD TRUSTEE 1.00 X 0 0 0 JAMES E FITZGERALD JR TRUSTEE 1.00 X 0 0 0 LAURICE HAYNES TRUSTEE 1.00 X 0 0 0 LINDA HOLDEN-BRYANT TRUSTEE 1.00 X 0 0 0 JOEL W MOTLEY TRUSTEE 1.00 X 0 0 0 ELIZABETH O'CONNELL TRUSTEE 1.00 X 0 0 0 WILLIAM F PLUNKETT JR TRUSTEE 1.00 X 0 0 0 GREGORY J RESSA TRUSTEE 1.00 X 0 0 0 CHARLES P ROCKEFELLER TRUSTEE 1.00 X 0 0 0 STUART WOODY TRUSTEE 1.00 X 0 0 0 WADDELL W STILLMAN PRESIDENT 35.00 X 587139 0 43141 PETER POCKRISS CHIEF OPERATING OFFICER 35.00 X 236506 0 52546 ROB SCHWEITZER VP COMMUNICATIONS & COMMERCE 35.00 X 186475 0 25443 ELIZABETH BRADLEY VP PROGRAMS AND ENGAGEMENT 35.00 X 174718 0 14654 JENNIFER KOVALSKAYA CONTROLLER 35.00 X 163225 0 14516 JONATHAN ARBITMAN DIRECTOR OF INFORMATION TECHNOLOGY 35.00 X 127968 0 19622 MARGARET PHELAN DIRECTOR OF DEVELOPMENT 35.00 X 115249 0 30743 NARAN JALLIM DIRECTOR OF HUMAN RESOURCES 35.00 X 120825 0 8503 RICHARD TORRES DIR.OF BUILDINGS & GROUNDS 35.00 X 118735 0 8215 1830840 0 217383 13 0 1 0 TECHNICAL DIRECTIONS LLC 50 SODOM ROAD BREWSTER NY 10509 EVENT PRODUCTION 686480 508 OPERATIONS LLC 117 GRATTAN ST STE 201 BROOKLYN NY 11237 EVENT PRODUCTION 424822 MANPOWER INC 21271 NETWORK PLACE CHICAGO IL 60673 STAFFING SERVICES 332961 OVIATT MEDIA 3206 LAKEHURST XING WAKE FOREST NC 28104 DIGITAL DESIGN 253316 LEROS POINT TO POINT 400 COLUMBUS AVE -SUITE 160E VALHALLA NY 10595 SHUTTLE BUS SERVICES 237450 22 140440 1248659 930935 60524 2320034 ADMISSION FEES 713990 9545461 9545461 9545461 1196978 1196978 109105 0 109105 109105 109105 24410170 26407539 -1997369 -1997369 -1997369 1540072 739112 800960 617514 183446 OTHER REVENUE 900099 45923 45923 45923 12021092 10162975 183446 -645363 1420571 672084 670677 77810 4697019 3828949 559771 308299 231405 195329 20742 15334 322644 245167 59363 18114 542266 401644 106521 34101 10239 710 9529 89760 89760 60000 60000 180591 180591 1664571 1428098 201253 35220 432468 431290 55 1123 428649 338320 75552 14777 240686 214082 26604 468802 459902 8900 133374 113003 16605 3766 223879 182420 24875 16584 1129594 1060744 41310 27540 318172 300551 17621 PROGRAMS AND EVENTS 3189198 3123174 7256 58768 EQUIPMENT 744449 738331 6118 REPAIRS AND MAINTENANCE 499407 498660 747 BANK AND CC FEES 313562 303155 8645 1762 170780 73183 95795 1802 17512086 14608796 2228290 675000 767538 740804 758835 795434 336544 680688 865544 820165 347592 262681 382872 71219 41170155 15581840 25402703 25588315 24201115 27466595 22292492 19076415 1913347 2173661 77268582 77675977 948937 1228047 168800 246534 5318568 5112466 536098 0 6972403 6587047 X 39457611 38171197 30838568 32917733 70296179 71088930 77268582 77675977 -5490994 6283745 0 X 0 1 X 1 1 1 X 2508762 4081288 3946745 3306164 2320034 16162993 2508762 4081288 3946745 3306164 2320034 16162993 16162993 1833274 1294264 1141355 1198835 1306083 6773811 25026 25026 338380 133270 53897 35146 45923 606616 23568446 44291230 0.68580 0.65110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 60000 0 0 60000 0 PART II-B, LINE 1: WORKED TO SECURE FUNDING FROM NEW YORK STATE AS WELL AS FEDERAL SOURCES FOR HISTORIC HUDSON VALLEY'S HISTORIC SITES AND EDUCATIONAL PROGRAMS. X X X X 0 29059606 3314352 1532362 30841596 35836560 -5439659 1337298 29059606 33258083 3802320 1223843 35836560 31777273 3034533 1553723 33258083 28850354 4458082 1531163 31777273 0.00000 0.77504 0.22496 0 0 2237000 2237000 23704589 9798944 13905645 2993423 1114837 1878586 4447664 3617202 830462 7787479 1050857 6736622 25588315 ABDIEL QUALIFIED OFFSHORE PARTNERS 206755 F AP X PRIVATE INVESTORS OFFSHORE 1092122 F APOLLO VII PRIVATE INVESTORS 12222 F BLACKSTONE PRIVATE CREDIT FUND 1519864 F BLUESPRUCE FUND 1180778 F BREVAN HOWARD FUND LIMITED 976405 F BRIDGEWATER DIVERSIFIED MACRO 974491 F BROOKFIELD 1113619 F C0ATUE OFFSHORE FUND, LTD. 874242 F CERBERUS VI PRIVATE INVESTORS 505873 F COATUE GROWTH FUND IV 589275 F DOMAIN ENTERTAINMENT FEEDER FUND UP 276689 F GOLDMAN SACHS 28522 F HPS CORE SENIOR LENDING OFFSHORE 648384 F HPS MEZZ PRIVATE INVESTORS III 351615 F HPS MEZZ PRIVATE INVESTORS OFFSHORE 2019 919616 F ICAPITAL SL PARTNERS 200000 F JC FLOWERS III PRIVATE INVESTORS 55514 F MILLENIUM 558805 F NCD PARTNERS 206105 F PEG SECONDARY PRIVATE EQUITY 110010 F PORT CAPITAL SMALL CAP FUND II, LP 2080712 F SLA PRIVATE INVESTORS 1251311 F STARWOODS OF XI PRIVATE INVESTORS OFFSHORE 2 423175 F THIRD POINT OFFSHORE FUND, LTD. 785043 F VANTAGE ROCK CAPITAL OFFSHORE 1717134 F WARBURG PINCUS XII PRIVATE INVESTORS 418134 F 19076415 18863358 6283745 739112 7022857 11840501 180591 180591 12021092 18070607 739112 739112 17331495 180591 180591 17512086 PART III, LINE 4: AMONG HISTORIC HUDSON VALLEY'S ARTIFACTS ARE SOME 14,000 BOOKS AND 4,500 MANUSCRIPT FOLDERS, AS WELL AS MORE THAN 7,500 OBJECTS INCLUDING PAINTINGS, FURNITURE, CERAMICS, TEXTILES, AND HISTORIC STRUCTURES COMPRISING THE REGION'S MOST COMPREHENSIVE AND BEST DOCUMENTED COLLECTION OF DECORATIVE ARTS FROM THE 17TH THROUGH THE 20TH CENTURY. BECAUSE 70% OF HISTORIC HUDSON VALLEY'S COLLECTIONS ARE EXHIBITED ON SITE, THEY ARE ESSENTIAL TO THE PRESERVATION OF THE SITES AS THEY EXISTED DURING THEIR PERIODS OF GREATEST HISTORICAL INTEREST AND ARE CRUCIAL TO THE INTERPRETATION OF EACH PROPERTY FOR THE GENERAL PUBLIC. THE UNIQUE QUALITIES OF THE COLLECTIONS PROMOTE PUBLIC VISITATION AND SERVE AS AN INVALUABLE RESOURCE FOR STUDY, THEREBY DIRECTLY SUPPORTING THE ORGANIZATION'S MISSION. PART V, LINE 4: TO SUPPORT THE ORGANIZATION'S OPERATIONS AND MISSION. SCHEDULE D, PART XI, LINE 4B THIS AMOUNT IS THE COST OF GOODS THAT WERE SOLD, SHOWN AS AN EXPENSE ON THE ORGANIZATION'S FINANCIAL STATEMENTS RATHER THAN A REDUCTION OF THE SALES REVENUE. SCHEDULE D, PART XII, LINE 2D THIS AMOUNT IS THE COST OF GOODS THAT WERE SOLD, SHOWN AS AN EXPENSE ON THE ORGANIZATION'S FINANCIAL STATEMENTS RATHER THAN A REDUCTION OF THE SALES REVENUE. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 WADDELL W STILLMAN PRESIDENT 445989 0 120000 0 21150 0 39975 0 3166 0 630280 0 0 0 PETER POCKRISS CHIEF OPERATING OFFICER 230736 0 0 0 5770 0 24273 0 28273 0 289052 0 0 0 ROB SCHWEITZER VP COMMUNICATIONS & COMMERCE 182908 0 0 0 3567 0 13142 0 12301 0 211918 0 0 0 ELIZABETH BRADLEY VP PROGRAMS AND ENGAGEMENT 172401 0 0 0 2317 0 12230 0 2424 0 189372 0 0 0 JENNIFER KOVALSKAYA CONTROLLER 159084 0 0 0 4141 0 11349 0 3167 0 177741 0 0 0 PART I, LINE 1A BY APPROVAL OF THE BOARD OF TRUSTEES, HISTORIC HUDSON VALLEY UNDERWRITES THE MEMBERSHIP DUES AT A SOCIAL CLUB FOR THE PRESIDENT FOR USE IN CONNECTION WITH DONOR CULTIVATION AND BOARD DEVELOPMENT. X 5 60524 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 MARK ROCKEFELLER AND CHARLES P. ROCKEFELLER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C MATERIAL CONFLICTS ARE REVIEWED ANNUALLY BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 HISTORIC HUDSON VALLEY'S BY-LAWS GIVE THE EXECUTIVE COMMITTEE AUTHORITY TO SET COMPENSATION FOR THE PRESIDENT AND CEO. THE COMMITTEE MEETS ANNUALLY TO REVIEW THE PRESIDENT'S PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 BOARD OF TRUSTEES RECEIVES COPY OF BY-LAWS AND OTHER GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY STATEMENT, AND AUDITED FINANCIAL STATEMENTS. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO OTHERS UPON REQUEST.