2024-11-15T14:44:43-06:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 136124311 BOY SCOUTS OF AMERICA 388 WESTCHESTER PUTNAM COUNCIL TR FUND BOYS 9147731135 18 WESTAGE DRIVE SPACE 19 FISHKILL NY 12524 RICHARD STOCKTON SCOUT EXECUTIVE/CEO 9147731135 2024-11-15 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-11-13 2023 2024-10-15 13:58:12Z RICHARD STOCKTON 18 WESTAGE DRIVE SPACE 19 FISHKILL NY 12524 247210 0 1761 X N/A X 1974 NY TO PROVIDE SUPPORT FOR THE GREATER HUDSON VALLEY COUNCIL BSA. 5 5 0 6 -25989 96 2997 41277 0 0 155248 205933 0 0 158245 247210 152862 585696 0 0 0 0 0 0 0 22146 20873 175008 606569 -16763 -359359 3576318 2473208 0 0 3576318 2473208 X THE FUND WAS FORMED BY THE EXECUTIVE BOARD OF THE GREATER HUDSON VALLEY COUNCIL, BSA FOR THE PURPOSE OF INCREASING ITS ENDOWMENT FUNDS AND THEREBY PROVIDING A STABLE SOURCE OF FUNDING FOR THE OPERATIONS OF THE COUNCIL. THE BOARD HAS DIRECTED THAT THE INCOME EARNED BY THE INVESTMENT OF THE ASSETS IN THE FUND BE REINVESTED IN THE FUND TO INCREASE THE VALUE OF THE FUND. TRANSFERS ARE MADE TO THE GREATER HUDSON VALLEY COUNCIL, INC. BOY SCOUTS OF AMERICA ("THE COUNCIL") IN AN AMOUNT ESTABLISHED BY THE COUNCIL'S EXECUTIVE BOARD FOR THE PURPOSE OF PAYING THE COUNCIL'S ADMINISTRATIVE AND OPERATING EXPENSES. 0 0 585696 585696 0 THE TRUST INVESTS ITS ENDOWED ASSETS PRUDENTLY TO MAXIMIZE INVESTMENT RETURN WHILE PRESERVING CAPITAL, THUS ALLOWING IT TO MAKE A SIGNIFICANT GRANT IN 2023 TO ITS SUPPORTED ORGANIZATION, GREATER HUDSON VALLEY COUNCIL BOY SCOUTS OF AMERICA, TO ASSIST THE ORGANIZATION IN COVERING ITS OPERATING EXPENSES. 585696 1 1 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X RICHARD STOCKTON 9147731135 18 WESTAGE DRIVE SPACE 19 FISHKILL NY 12524 JOSHUA DAVIES CHAIRMAN 1.00 10.00 X X 0 0 0 DINA BOCHNIK TRUSTEE 1.00 10.00 X 0 0 0 JESSICA BRIGHTON TRUSTEE 1.00 10.00 X 0 0 0 TOM CAMPANILE TRUSTEE 1.00 3.00 X 0 0 0 PAXTON LOUIS TRUSTEE 1.00 3.00 X 0 0 0 JANN MIRCHANDANI TRUSTEE (TERMED 04/2023) 1.00 10.00 X 0 0 0 RICHARD STOCKTON SCOUT EXECUTIVE/CEO 2.00 42.00 X 0 214514 34101 0 214514 34101 0 0 1 0 0 41277 41277 59550 -27131 86681 146383 0 146383 146383 1142 145241 247210 0 -25989 231922 585696 585696 20873 20873 606569 585696 20873 0 7850 6398 3384812 2285399 183656 181411 3576318 2473208 0 0 X 2333288 1230178 1243030 1243030 3576318 2473208 3576318 2473208 -359359 18928 -762679 0 X 0 0 0 X X 1 GREATER HUDSON VALLEY COUNCIL INC 132750608 7 1 585696 0 1 585696 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART IV, SECTION C, LINE 1: AS A SUPPORTING ORGANIZATION, THE TRUST IS SUPERVISED AND CONTROLLED IN CONNECTION WITH GREATER HUDSON VALLEY COUNCIL, INC. BOY SCOUTS OF AMERICA ("THE COUNCIL"), AND THEREFORE IS DESIGNATED AS A TYPE II SUPPORTING ORGANIZATION OF THE COUNCIL. THE TRUST MEETS THIS CLASSIFICATION AS THE TRUSTEES WHICH SERVE AS THE TRUSTS GOVERNING BODY ARE APPOINTED BY THE COUNCIL, AND ALL TRUSTEES ARE MEMBERS OF THE EXECUTIVE BOARD OF THE COUNCIL. ADDITIONALLY, THE CEO AND SCOUT EXECUTIVE OF THE COUNCIL OVERSEES THE ACTIVITIES OF THE TRUST. THE CEO AND SCOUT EXECUTIVE, ALONG WITH THE INVOLVEMENT OF THE TRUSTEES, WHO ARE ALSO MEMBERS OF THE EXECUTIVE BOARD OF THE COUNCIL, ASSURES THAT THE TRUST WILL BE RESPONSIVE TO THE NEEDS AND REQUIREMENTS OF THE COUNCIL. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3576318 41277 -537818 585696 20873 2473208 4352852 2997 -604523 152862 22146 3576318 3887665 34715 825845 361085 34288 4352852 4336072 14929 609900 1047584 25652 3887665 4486099 93716 652688 850809 45622 4336072 0.49740 0.50260 0.00000 0 0 0 LIMITED PARTNERSHIP INTEREST 2274616 F BENEFICIAL INTEREST IN GIFT ANNUITY 10783 F 2285399 INTERFUND ASSETS 181411 181411 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PRODUCE INCOME TO SUPPORT THE COUNCIL'S OPERATIONS AND OTHER PROJECTS AS APPROVED BY THE EXECUTIVE BOARD. 1 GREATER HUDSON VALLEY COUNCIL INC - BOY SCOUTS OF AMERICA PO BOX 974 MOHEGAN LAKE NY 10547 132750608 501(C)(3) 585696 0 GENERAL SUPPORT 1 0 PART I, LINE 2: THE TRUST CONTRIBUTES FUNDS TO ITS RELATED SUPPORT ORGANIZATION AS PART OF ITS SPENDING POLICY ON THE ENDOWMENT. THE TRANSACTIONS ARE REVIEWED AS PART OF THE FINANCIAL STATEMENT PREPARATION. 0 0 0 0 0 0 0 0 0 RICHARD STOCKTON SCOUT EXECUTIVE/CEO 0 212786 0 0 0 1728 0 19618 0 14483 0 248615 0 0 PART I, LINE 3: THE GREATER HUDSON VALLEY COUNCIL, BSA EXECUTIVE BOARD ASSIGNS AN "EMPLOYEE COMPENSATION AND BENEFITS COMMITTEE" TO REVIEW THE PERFORMANCE OF THE SCOUT EXECUTIVE/SECRETARY TO DETERMINE COMPENSATION ON AN ANNUAL BASIS IN FULL COMPLIANCE WITH GUIDELINES SET FORTH BY THE BOY SCOUTS OF AMERICA NATIONAL POLICY. THE EMPLOYEE COMPENSATION AND BENEFITS COMMITTEE, IN CONSULTATION WITH THE BOY SCOUTS OF AMERICA, DETERMINES THE SCOUT EXECUTIVE'S SALARY INCREASE BASED ON THEIR EMPLOYEE PERFORMANCE RATING. SUCH COMPENSATION MUST BE WITHIN THE SALARY RANGES ESTABLISHED BY THE NATIONAL ORGANIZATION. THE SALARY RANGES ARE ADJUSTED FOR COST-OF-LABOR DIFFERENCES BASED ON THE GEOGRAPHIC LOCATION AND THE COUNCIL CLASSIFICATION. THE APPROVAL OF THE SCOUT EXECUTIVE'S COMPENSATION IS DOCUMENTED BY THE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 8B THE TRUST FUND HAS NO COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS REVIEWED BY THE LEADERSHIP OF GREATER HUDSON VALLEY COUNCIL, INC, BOYS SCOUTS OF AMERICA PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION C, LINE 18 THE TRUST FUND'S FORM 990 IS AVAILABLE UPON REQUEST AT THE COUNCIL'S HEADQUARTERS. IT IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR WEBSITES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. GREATER HUDSON VALLEY COUNCIL INC BOY SCOUTS OF AMERICA 18 WESTAGE DRIVE SPACE 19 FISHKILL NY 12524 132750608 PROVIDES HIGHEST QUALITY VALUES BASED YOUTH PROGRAMS NY 501(C)(3) LINE 7 N/A 0 EMILIE M BULLOWA MEMORIAL ENDOWMENT OF CAMP BULLOWA TRUST 18 WESTAGE DRIVE SPACE 19 FISHKILL NY 12524 237216274 PROVIDES SUPPORT FOR GREATER HUDSON VALLEY COUNCIL, INC. BSA NY 501(C)(3) LINE 12B, II GREATER HUDSON VALLEY COUNCIL INC BOY SCOUTS OF AMERICA 1 BOY SCOUTS OF AMERICA DURLAND SCOUT CENTER TRUST 18 WESTAGE DRIVE SPACE 19 FISHKILL NY 12524 136843964 PROVIDES SUPPORT FOR GREATER HUDSON VALLEY COUNCIL, INC. BSA NY 501(C)(3) LINE 12B, II GREATER HUDSON VALLEY COUNCIL INC BOY SCOUTS OF AMERICA 1 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0