2024-10-28T15:06:52-05:00 2023-12-31 141555429 UHY ADVISORS NORTHEAST INC 4 TOWER PLACE EXECUTIVE PARK 7TH FLOOR ALBANY NY 12203 990 2023-01-01 141776369 THE BROADVIEW CARES FOUNDATION INC FORMERLY THE SEFCU FOUNDATION BROA 5184528234 4 WINNERS CIR ALBANY NY 12205 KATHERINE LANNI CHAIR 5184528234 2024-10-28 1 1 JAMES DANIELS P00603621 5184493166 2024-10-28 2023 2024-10-15 13:58:12Z X X KATHERINE LANNI 4 WINNERS CIR ALBANY NY 12205 748265 0 X N/A X 1995 NY TO ENRICH COMMUNITY LIFE IN THE REGION BY PROVIDING OPPORTUNITIES TO HELP THE PUBLIC REACH THEIR FULLEST POTENTIAL. THIS IS ACCOMPLISTED BY SUPPORTING LOCAL NONPROFIT ORGANIZATIONS FOR PROJECTS AND SPECIAL EVENTS THAT DIRECTLY BENEFIT THOSE WITH PHYSICAL, EMOTIONAL AND FINANCIAL NEEDS. 3 0 0 421 0 0 552861 646821 0 0 367 9336 -389 16845 552839 673002 740834 902032 0 0 0 0 0 0 0 1600 26812 742434 928844 -189595 -255842 544442 432135 65762 21118 478680 411017 X TO ENRICH COMMUNITY LIFE IN THE REGION BY PROVIDING OPPORTUNITIES TO HELP THE PUBLIC REACH THEIR FULLEST POTENTIAL, ACCOMPLISTED BY SUPPORTING LOCAL NONPROFITS' PROJECTS AND SPECIAL EVENTS THAT DIRECTLY BENEFIT THOSE WITH PHYSICAL, EMOTIONAL AND FINANCIAL NEEDS. 1 0 14770 ROOM RENOVATIONS - THE FOUNDATION RENOVATES ROOMS IN THE FACILITIES OF NONPROFIT ORGANIZATIONS THAT BENEFIT CHILDREN IN NEED. 631269 631269 GRANTS GIVEN TO CHARITABLE ORGANIZATIONS - THE FOUNDATION GIVES GRANTS TO LOCAL AREA 501(C)(3) CHARITABLE ORGANIZATIONS TO BENEFIT LOCAL AREA ADULTS AND CHILDREN WITH PHYSICAL, EMOTIONAL AND FINANCIAL NEEDS. 270763 270763 HOLIDAY SHARE - DURING THE HOLIDAYS, THE FOUNDATION RECEIVES WISH LISTS FOR FAMILIES IN NEED FROM LOCAL 501(C)(3) CHARITABLE ORGANIZATIONS AND SOCIAL SERVICE OFFICES. FOUNDATION VOLUNTEERS SHOP (WITHIN AN APPROVED BUDGET) FOR THESE FAMILIES AND PROVIDE THEM WITH THE ITEMS ON THEIR WISH LISTS. THE FOUNDATION ALSO PROVIDES WINTER COATS, HATS, GLOVES AND SCARVES TO LOCAL 501(C)(3) CHARITABLE ORGANIZATIONS TO DISTRIBUTE TO FAMILIES IN NEED. IN 2022 NINETY-FIVE ORGANIZATIONS WERE PROVIDED ITEMS, WHICH BENEFITED 5,000 INDIVIDUALS IN THE CAPITAL REGION. 8992 RAFFLES AND CHARITY DINNERS. 8992 925794 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NY X KATHY SANSONE 5184528234 4 WINNERS CIR ALBANY NY 12205 X MARK DUFFY BOARD MEMBER (TO MAY) 4.00 36.00 X 0 0 0 HEATHER HANS BOARD MEMBER (TO MAY) 4.00 36.00 X 0 0 0 DAVID JURCZYNSKI BOARD MEMBER (FROM MAY) 4.00 0.00 X 0 0 0 MICHELLE KOVELMAN BOARD MEMBER (TO MAY) 4.00 36.00 X 0 0 0 LEAH LAMOUREUX BOARD MEMBER (TO MAY) 4.00 36.00 X 0 0 0 RAMON MORALES BOARD MEMBER (TO MAY) 4.00 36.00 X 0 0 0 ROXANNE SMALL BOARD MEMBER (TO MAY) 4.00 36.00 X 0 0 0 SAMORIA ZURLO BOARD MEMBER (TO MAY) 4.00 36.00 X 0 0 0 KATHERINE LANNI CHAIR 12.00 28.00 X X 0 0 0 JILL SCOTT VICE CHAIR (TO MAY) 12.00 28.00 X X 0 0 0 RICHARD WARREN SECRETARY (TO MAY) 12.00 28.00 X X 0 0 0 GAETANO SPATAFORA TREASURER (FROM MAY) 12.00 28.00 X X 0 0 0 KATHY SANSONE TREASURER (TO MAY) 12.00 28.00 X X 0 0 0 0 0 0 0 0 1 0 0 105000 153680 388141 646821 9336 9336 92108 105000 75263 16845 16845 673002 0 0 26181 902032 902032 56 56 ROOM RENOVATIONS 14770 14770 RAFFLES 7700 7700 CREDIT CARD AND BANK FE 2869 2869 CHARITY DINNERS 1292 1292 125 125 928844 925794 3050 0 39640 49077 504802 383058 544442 432135 65762 21118 65762 21118 X 433964 381990 44716 29027 478680 411017 544442 432135 X -255842 188179 X 0 1 X 1 0 X 527807 883382 628617 552861 646821 3239488 527807 883382 628617 552861 646821 3239488 772094 2467394 1444 694 368 367 9336 12209 16845 16845 3268542 0.75490 0.75450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1096902 160458 263442 423900 673002 0 673002 1164565 160458 75263 235721 928844 0 928844 PART X, LINE 2: FASB ASC 740 TEXT OF FINANCIAL STATEMENTS FOOTNOTE RELATED TO UNCERTAIN TAX POSITIONS: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THAT UNCERTAIN TAX POSITIONS BE RECOGNIZED, MEASURED, PRESENTED AND DISCLOSED IN THE FINANCIAL STATEMENTS. MANAGEMENT EVALUATES ITS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER A TAX POSITION IS "MORE-LIKELY-THAN NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE "MORE LIKELY-THAN-NOT" THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE IN THE CURRENT YEAR. BASED UPON THIS EVALUATION, MANAGEMENT HAS DETERMINED THAT NO LIABILITY FOR UNRECOGNIZED TAX EXPENSE IS REQUIRED. TAX YEARS 2020 THROUGH THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. NO EXAMINATION OF THE FOUNDATION'S TAX FILINGS IS PRESENTLY IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES 75,263. CASH TRANSFERRED FROM CAP COM CARES FOUNDATION 188,179. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES 75,263. GOLF TOURNAMENT 197108 105000 92108 936 202 29901 22686 21538 197108 105000 92108 936 202 29901 22686 21538 75263 16845 1 ALBANY HOUSING COALITION INC 278 CLINTON AVENUE ALBANY NY 12210 141633606 501(C)(3) 0 11871 FMV HOLIDAY SHARING COMMUNITY SUPPORT ALBANY MEDICAL CENTER FOUNDATION 43 NEW SCOTLAND AVE ALBANY NY 12208 146023119 501(C)(3) 30000 6230 FMV CARE KITS COMMUNITY SUPPORT AMERICAN CANCER SOCIETY 1 PENNY LANE LATHAM NY 12110 131788491 501(C)(3) 23720 8078 FMV HOLIDAY SHARING COMMUNITY SUPPORT AMERICAN HEART ASSOCIATION 4 ATRIUM DRIVE 100 ALBANY NY 12205 138613797 501(C)(3) 10088 23025 FMV HEART WALK COMMUNITY SUPPORT BASSETT MEDICAL CENTER 1 ATWELL ROAD COOPERSTOWN NY 13326 135613797 501(C)(3) 10000 0 COMMUNITY SUPPORT BIG BROTHERS BIG SISTERS OF THE CAPITAL REGION NY PO BOX 8468 ALBANY NY 12208 146035512 501(C)(3) 50000 3371 FMV HOLIDAY SHARING COMMUNITY SUPPORT BLACK NURSES COALITION INC 266 LIVINGSTON AVENUE ALBANY NY 12210 471821106 501(C)(3) 0 10466 FMV GARDEN FENCE COMMUNITY SUPPORT BOYS AND GIRLS CLUB OF THE CAPITAL AREA 1700 7TH AVE TROY NY 12180 141338574 501(C)(3) 30000 4615 FMV HOLIDAY SHARING COMMUNITY SUPPORT CATHOLIC CHARITIES CARE COORDINATION SERVICES 31 WALTER STREET ALBANY NY 12204 530196524 501(C)(3) 0 8746 FMV HOLIDAY SHARING COMMUNITY SUPPORT CEO (COMMISSION ON ECONOMIC OPPORTUNITY) 2328 5TH AVENUE TROY NY 12180 141490509 501(C)(3) 0 8228 FMV HOLIDAY SHARING COMMUNITY SUPPORT CIRCLES OF MERCY INC 11 WASHINGTON STREET RENSSELAER NY 12144 010589987 501(C)(3) 0 7554 FMV HOLIDAY SHARING COMMUNITY SUPPORT CITY MISSION OF SCHENECTADY 425 HAMILTON STREET SCHENECTADY NY 12305 141403652 501(C)(3) 0 22689 FMV HOLIDAY SHARING COMMUNITY SUPPORT EAST SIDE NEIGHBORHOOD RECREATION CENTER INC 596 PAWLING AVENUE TROY NY 12180 141503403 501(C)(3) 0 13352 FMV HOLIDAY SHARING COMMUNITY SUPPORT GIFFEN MEMORIAL ELEMENTARY SCHOOL 274 SOUTH PEARL STREET ALBANY NY 12202 141537912 501(C)(3) 0 5956 FMV HOLIDAY SHARING COMMUNITY SUPPORT HICKSSTRONG INC 1764 ROUTE 9 770 HALFMOON NY 12065 842612081 501(C)(3) 13000 0 COMMUNITY SUPPORT INTERFAITH PARTNERSHIP FOR THE HOMELESS 176 SHERIDAN AVENUE ALBANY NY 12210 141666321 501(C)(3) 0 29142 FMV HOLIDAY SHARING COMMUNITY SUPPORT JUNIOR ACHIEVEMENT OF NORTHEASTERN NEW YORK 8 STANLEY CIRCLE LATHAM NY 12110 141429763 501(C)(3) 0 5738 FMV HOLIDAY SHARING COMMUNITY SUPPORT MOM STARTS HERE 270 RIVER ST TROY NY 12180 811682516 501(C)(3) 20000 13423 FMV DIAPER BENEFIT CARD/HOLIDAY SHARING COMMUNITY SUPPORT MOTHERS & BABIES PERINATAL NETWORK 346 GRAND AVENUE JOHNSON CITY NY 13790 161478905 501(C)(3) 0 7040 FMV HOLIDAY SHARING COMMUNITY SUPPORT NORTHERN RIVERS FAMILY OF SERVICES 60 ACADEMY ROAD ALBANY NY 12208 460759782 501(C)(3) 0 5516 FMV HOLIDAY SHARING COMMUNITY SUPPORT RESCUE MISSION ALLIANCE OF SYRACUSE NY 155 GIFFORD STREET SYRACUSE NY 13202 150532146 501(C)(3) 0 14503 FMV HOLIDAY SHARING COMMUNITY SUPPORT RESOURCE COUNCIL OF WNY 347 EAST FERRY STREET BUFFALO NY 14208 474267047 501(C)(3) 0 17332 FMV HOLIDAY SHARING COMMUNITY SUPPORT RESPONSE TO LOVE CENTER 130 KOSCIUSZKO STREET BUFFALO NY 14212 770395654 501(C)(3) 0 12010 FMV HOLIDAY SHARING COMMUNITY SUPPORT SAMARITAN CENTER 215 NORTH STATE STREET SYRACUSE NY 13203 161328786 501(C)(3) 0 13914 FMV HOLIDAY SHARING COMMUNITY SUPPORT SHELTERS OF SARATOGA (SOS) 14 WALWORTH STREET SARATOGA SPRINGS NY 12866 141758441 501(C)(3) 0 5225 FMV HOLIDAY SHARING COMMUNITY SUPPORT SHERIFFS HOMELESS IMPROVEMENT PROGRAM (SHIP) 800 OLD ALBANY SHAKER ROAD LATHAM NY 12110 812929271 501(C)(3) 0 9659 FMV HOLIDAY SHARING COMMUNITY SUPPORT SLEEP IN HEAVENLY PEACE INC 18 SOUTH MAIN STREET MECHANICVILLE NY 12118 464346568 501(C)(3) 12500 1076 FMV BUNK BEDS COMMUNITY SUPPORT SOUTH END CHILDREN'S CAFE 25 WARREN STREET ALBANY NY 12202 823434643 501(C)(3) 0 25186 FMV HOLIDAY SHARING COMMUNITY SUPPORT SPECIAL OLYMPICS NEW YORK 94 NEW KARNER RD ALBANY NY 12203 237061382 501(C)(3) 25000 0 COMMUNITY SUPPORT ST CATHERINE'S CENTER FOR CHILDREN 40 NORTH MAIN AVENUE ALBANY NY 12203 141338455 501(C)(3) 0 15856 FMV HOLIDAY SHARING COMMUNITY SUPPORT ST PAUL'S CENTER 947 3RD STREET RENSSELAER NY 12144 562499960 501(C)(3) 0 8400 FMV HOLIDAY SHARING COMMUNITY SUPPORT FOOD PANTRIES FOR THE CAPITAL DISTRICT 32 ESSEX ST ALBANY NY 12206 141752164 501(C)(3) 50000 5330 FMV HOLIDAY SHARING COMMUNITY SUPPORT UPSTATE FOUNDATION INC 5784 WIDEWATERS PARKWAY SYRACUSE NY 13214 161068101 501(C)(3) 50000 0 COMMUNITY SUPPORT TOYS FOR TOTS ERIE BLVD SCHENECTADY NY 12305 510188494 501(C)(3) 0 10122 FMV HOLIDAY SHARING COMMUNITY SUPPORT UNITY HOUSE 2431 6TH AVENUE TROY NY 12180 232378930 501(C)(3) 0 25612 FMV HOLIDAY SHARING COMMUNITY SUPPORT VETERANS & COMMUNITY HOUSING COALITION 20 PROSPECT STREET 313 BALLSTON SPA NY 12020 112646839 501(C)(3) 0 6400 FMV HOLIDAY SHARING COMMUNITY SUPPORT YWCA OF BINGHAMTON AND BROOME COUNTY 1445 FRONT STREET BINGHAMTON NY 13901 150532275 501(C)(3) 0 7911 FMV HOLIDAY SHARING COMMUNITY SUPPORT YWCA OF THE GREATER CAPITAL REGION INC 21 FIRST STREET TROY NY 12180 141338577 501(C)(3) 0 20735 FMV HOLIDAY SHARING COMMUNITY SUPPORT PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE FOUNDATION ONLY GIVES GRANT ASSISTANCE TO 501(C)(3) NON-PROFIT ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 PART II THE FOUNDATION DOES NOT DIRECTLY COMPENSATE ANY OFFICER, DIRECTOR, OR TRUSTEE. HOWEVER, OFFICERS ARE COMPENSATED BY A RELATED ORGANIZATION. REPORTABLE AND OTHER COMPENSATION FROM THE RELATED ORGANIZATION IS AVAILABLE UPON REQUEST. FORM 990, PART III, LINE 2 SIGNIFICANT NEW PROGRAM ACTIVITIES: IN JANUARY 2023 CAPITAL COMMUNICATIONS FEDERAL CREDIT UNION MERGED INTO THE SPONSORING ENTITY OF THE FOUNDATION, THE STATE EMPLOYEES FEDERAL CREDIT UNION, WHICH CONTINUES TO OPERATE AS BROADVIEW FEDERAL CREDIT UNION AFTER THE MERGER. THE SEFCU FOUNDATION CHANGED ITS NAME TO THE BROADVIEW CARES FOUNDATION. THE CHARITABLE FOUNDATION OF CAPITAL COMMUNICATIONS FEDERAL CREDIT UNION, KNOWN AS THE CAP COM CARES FOUNDATION, CEASED OPERATIONS IN EARLY 2023 AND WAS DISSOLVED BY THE MIDDLE OF THE YEAR. THE RESIDUAL CASH IN CAP COM CARES FOUNDATION, UPON CESSATION OF OPERATIONS, WAS TRANSFERRED TO BROADVIEW CARES FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCEDURE: THE 990 IS REVIEWED BY THE FOUNDATION'S CHAIR AND TREASURER PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY PROCEDURES: THE FOUNDATION HAS WRITTEN CONFLICT OF INTEREST POLICIES COVERING ALL DIRECTORS, PRINCIPAL OFFICERS AND MEMBERS OF ANY COMMITTEE WITH GOVERING BOARD DELEGATED POWERS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERING BOARD DELEGATED POWERS IS REQUIRED TO ANNUALLY SIGN AND SUBMIT AN AFFIRMATION STATEMENT. CONFLICT OF INTEREST POLICIES ARE MONITORED QUARTERLY BY THE BOARD SECRETARY. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY TO PUBLIC OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS: THE FOUNDATION PROVIDES INFORMATION UPON REQUEST TO ANY INTERESTED PARTY. FORM 990, PART VII, SECTION A THE FOUNDATION DOES NOT DIRECTLY COMPENSATE ANY OFFICER, DIRECTOR, OR TRUSTEE. HOWEVER, OFFICERS ARE COMPENSATED BY A RELATED ORGANIZATION. REPORTABLE AND OTHER COMPENSATION FROM THE RELATED ORGANIZATION IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CASH BALANCE TRANSFERRED FROM CAP COM CARES FOUNDATION 188,179. BROADVIEW FCU FORMERLY SEFCU 700 PATROON CREEK BLVD ALBANY NY 12206 141338566 CREDIT UNION NY 501(C)(1) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 BROADVIEW FCU FORMERLY SEFCU C 153680 CASH RECEIVED BROADVIEW FCU FORMERLY SEFCU O 144758 COST ALLOCATION