2025-10-02T15:11:38-05:00 2024-12-31 141555429 UHY ADVISORS NORTHEAST INC 4 TOWER PLACE EXECUTIVE PARK 7TH FLOOR ALBANY NY 12203 990 2024-01-01 141776369 THE BROADVIEW CARES FOUNDATION INC BROA 5184528234 4 WINNERS CIR ALBANY NY 12205 KATHERINE LANNI CHAIR 5184528234 2025-10-01 1 1 JAMES DANIELS P00603621 5184493166 2025-10-01 2024 2025-03-06 01:10:19Z KATHERINE LANNI 4 WINNERS CIR ALBANY NY 12205 749517 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 1 0 491 0 0 646821 652584 0 0 9336 9623 16845 16702 673002 678909 902032 557208 0 0 0 0 0 0 0 26812 32098 928844 589306 -255842 89603 432135 517686 21118 17066 411017 500620 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. 0 0 20051 ROOM RENOVATIONS - THE FOUNDATION RENOVATES ROOMS IN THE FACILITIES OF NONPROFIT ORGANIZATIONS THAT BENEFIT CHILDREN IN NEED. 257245 257245 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. 309661 299963 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 2024 NINETY-FIVE ORGANIZATIONS WERE PROVIDED ITEMS, WHICH BENEFITED 5,000 INDIVIDUALS IN THE CAPITAL REGION. THE FOUNDATION ALSO PROVIDED WINTER COATS, HATS, GLOVES, AND BLANKETS TO LOCAL IRC SEC. 501(C)(3) ORGANIZATIONS. 586957 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 1 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 DAVID JURCZYNSKI BOARD MEMBER 4.00 0.00 X 0 0 0 KATHERINE LANNI CHAIR 12.00 28.00 X X 0 0 0 GAETANO SPATAFORA TREASURER 12.00 28.00 X X 0 0 0 0 0 0 0 0 1 0 0 100000 552584 21666 652584 9623 9623 87310 100000 70608 16702 16702 678909 0 0 26325 557208 557208 125 125 ROOM RENOVATIONS 20051 20051 RAFFLES 9037 9037 CREDIT CARD AND BANK FE 2224 2224 CHARITY DINNERS 661 661 589306 586957 2349 0 49077 4657 383058 513029 432135 517686 21118 17066 21118 17066 X 381990 261983 29027 238637 411017 500620 432135 517686 89603 0 X 0 1 X 1 0 X 883382 628617 552861 646821 652584 3364265 883382 628617 552861 646821 652584 3364265 825891 2538374 694 368 367 9336 9623 20388 16845 16702 33547 3418200 0.74260 0.75490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 912867 163350 70608 233958 678909 0 678909 823264 163350 70608 233958 589306 0 589306 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 2021 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 70,608. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES 70,608. GOLF TOURNAMENT 187310 100000 87310 862 51952 11903 5891 187310 100000 87310 862 51952 11903 5891 70608 16702 1 ALBANY HOUSING COALITION INC 278 CLINTON AVE ALBANY NY 12210 141633606 (501)(C)(3) 0 10107 FMV CODE BLUE, SUMMER ESSENTIALS, HOLIDAY COMMUNITY SUPPORT AMERICAN CANCER SOCIETY 1 PENNY LA LATHAM NY 12110 131788491 (501)(C)(3) 49296 0 FUNDRAISING COMMUNITY SUPPORT AMERICAN HEART ASSOCIATION 4 ATRIUM DRIVE 100 ALBANY NY 12205 138613797 (501)(C)(3) 36352 0 FUNDRAISING COMMUNITY SUPPORT BIG BROTHERS BIG SISTERS 1 STEUBEN PLACE ALBANY NY 12207 ALBANY NY 12207 146035512 (501)(C)(3) 0 5192 FMV HOLIDAY COMMUNITY SUPPORT BLACK NURSES COALITION 266 LIVINGSTON AVE ALBANY NY 12210 471821106 (501)(C)(3) 0 7954 FMV RENOVATION PROJECT COMMUNITY SUPPORT BOYS AND GIRLS CLUBS CAPITAL AREA 21 DELAWARE AVENUE ALBANY NY 12210 ALBANY NY 12210 141338574 (501)(C)(3) 0 7923 FMV HOLIDAY COMMUNITY SUPPORT CATHOLIC CHARITIES OF ALBANY DIOCESE 40 N MAIN AVENUE ALBANY NY 12203 ALBANY NY 12203 270398298 (501)(C)(3) 0 7495 FMV HOLIDAY COMMUNITY SUPPORT CENTER FOR DISABILITY CENTER 314 S MANNING BLVD ALBANY NY 12208 141425851 (501)(C)(3) 15000 3621 FMV FINANCIAL GRANT, HOLIDAY COMMUNITY SUPPORT CEO FOUNDATION 2328 FIFTH AVENUE TROY NY 12180 TROY NY 12180 273919826 (501)(C)(3) 0 12364 FMV SUMMER ESSENTIALS, HOLIDAY COMMUNITY SUPPORT CITY MISSION OF SCHENECTADY 425 HAMILTON ST SCHENECTADY NY 12305 141403652 (501)(C)(3) 20000 27836 FMV FINANCIAL GRANT, CODE BLUE, SUMMER ESSENTIALS, HOLIDAY COMMUNITY SUPPORT EQUINOX INC 500 CENTRAL AVENUE ALBANY NY 12206 ALBANY NY 12206 141437421 (501)(C)(3) 1500 5026 FMV FINANCIAL DONATION, SUMMER ESSENTIALS, HOLIDAY COMMUNITY SUPPORT HOPE 7 596 PAWLING AVENUE TROY NY 12180 TROY NY 12180 141503403 (501)(C)(3) 2500 11475 FMV FINANCIAL DONATION, HOLIDAY COMMUNITY SUPPORT INTERFAITH PARTNERSHIP FOR THE HOMELESS 176 SHERIDAN AVE ALBANY NY 12210 141666321 (501)(C)(3) 0 22204 FMV CODE BLUE, SUMMER ESSENTIALS, HOLIDAY COMMUNITY SUPPORT MLK ELEMENTARY 918 STANLEY STREET SCHENECTADY NY 12307 SCHENECTADY NY 12307 146004188 (501)(C)(3) 0 7430 FMV HOLIDAY COMMUNITY SUPPORT RESCUE MISSION ALLIANCE 155 GIFFORD ST SYRACUSE NY 13202 150532146 (501)(C)(3) 0 8334 FMV CODE BLUE COMMUNITY SUPPORT RESOURCE COUNCIL OF WNY 347 EAST FERRY ST BUFFALO NY 14208 474267047 (501)(C)(3) 0 7666 FMV CODE BLUE, SUMMER ESSENTIALS, HOLIDAY COMMUNITY SUPPORT RESPONSE TO LOVE CENTER 130 KOSCIUSZKO ST BUFFALO NY 14212 770395654 (501)(C)(3) 1100 17714 FMV FINANCIAL DONATION, SUMMER ESSENTIALS COMMUNITY SUPPORT SAMARTIAN CENTER 215 N STATE ST SYRACUSE NY 13203 161328786 (501)(C)(3) 1550 6055 FMV FINANCIAL GRANT, CODE BLUE, SUMMER ESSENTIALS, HOLIDAY COMMUNITY SUPPORT SHELTERS OF SARATOGA 14 WALWORTH ST SARATOGA SPRINGS NY 12866 141758441 (501)(C)(3) 0 7685 FMV CODE BLUE COMMUNITY SUPPORT SLEEP IN HEAVENLY PEACE 18 S MAIN ST MECHANICVILLE NY 12118 464346568 (501)(C)(3) 10000 0 RENOVATION PROJECT COMMUNITY SUPPORT SOUTH END CHILDREN'S CAF 25 WARREN ST ALBANY NY 12202 823434643 (501)(C)(3) 1084 15894 FMV FINANCIAL DONATION, SCHOOL SUPPLIES, HOLIDAY COMMUNITY SUPPORT ST CATHERINES 401 NEW SCOTLAND AVENUE ALBANY NY 12208 ALBANY NY 12208 022039148 (501)(C)(3) 0 11822 FMV HOLIDAY COMMUNITY SUPPORT ST PAUL'S CENTER 947 3RD STREET RENSSELAER NY 12144 RENSSELAER NY 12144 562499960 (501)(C)(3) 0 5140 FMV HOLIDAY COMMUNITY SUPPORT UNITY HOUSE OF TROY INC 2431 6TH AVE TROY NY 12180 232378930 (501)(C)(3) 2850 19419 FMV FINANCIAL DONATION, CODE BLUE, RENOVATION PROJECT, SUMMER ESSENTIALS, HOLIDA COMMUNITY SUPPORT VERA HOUSE 723 JAMES ST SYRACUSE NY 13203 510201530 (501)(C)(3) 17566 2465 FMV FINANCIAL DONATION, SUMMER ESSENTIALS COMMUNITY SUPPORT YWCA OF THE GREATER CAPITAL REGION INC 21 FIRST STREET TROY NY 12180 TROY NY 12180 141338577 (501)(C)(3) 0 14656 FMV CODE BLUE, SUMMER ESSENTIALS, HOLIDAY COMMUNITY SUPPORT 26 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 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. BROADVIEW FCU 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 166203 CASH RECEIVED BROADVIEW FCU FORMERLY SEFCU O 146650 COST ALLOCATION