2023-11-13T12:35:18-06:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2022-01-01 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 2023-11-15 1 RICHARD STOCKTON XXX-XX-XXXX 1 EVA MRUK P00543254 2033232400 2023-11-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X RICHARD STOCKTON 18 WESTAGE DRIVE SPACE 19 FISHKILL NY 12524 158245 0 1761 X N/A X 1974 NY TO PROVIDE SUPPORT FOR THE GREATER HUDSON VALLEY INC BOY SCOUTS OF AMERICA. 5 5 0 6 137 0 34715 2997 0 0 882613 155248 0 0 917328 158245 361085 152862 0 0 0 0 0 0 0 34288 22146 395373 175008 521955 -16763 4352852 3576318 0 0 4352852 3576318 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 THE WESTCHESTER-PUTNAM 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 152862 152862 0 THE TRUST INVESTS ITS ENDOWMENT ASSETS PRUDENTLY TO MAXIMIZE INVESTMENT RETURN WHILE PRESERVING CAPITAL, THUS ALLOWING IT TO MAKE A SIGNIFICANT GRANT IN 2022 TO ITS SUPPORTED ORGANIZATION, THE GREATER HUDSON COUNCIL BOY SCOUTS OF AMERICA, TO ASSIST THE ORGANIZATION IN COVERING ITS OPERATING EXPENSES. 152862 1 0 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 1 0 0 0 0 0 0 X RICHARD STOCKTON 9147731135 18 WESTAGE DRIVE SPACE 19 FISHKILL NY 12524 JOSHUA DAVIES CHAIRMAN 2.00 12.00 X X 0 0 0 DINA BOCHNIK TRUSTEE 2.00 5.00 X 0 0 0 TOM CAMPANILE TRUSTEE 2.00 5.00 X 0 0 0 JANN MIRCHANDANI TRUSTEE 2.00 12.00 X 0 0 0 DAVID TALBOT TRUSTEE, THRU APRIL 2022 2.00 5.00 X 0 0 0 JOHN TRIPODI TRUSTEE 2.00 12.00 X 0 0 0 RICHARD STOCKTON SCOUT EXECUTIVE/CEO 2.00 46.00 X 0 202672 22878 0 202672 22878 0 0 1 0 0 2997 2997 26285 -4847 31132 128963 0 128963 128963 4984 123979 158245 0 137 155111 152862 152862 22146 22146 175008 152862 22146 0 25173 7850 30000 0 4114023 3384812 183656 183656 4352852 3576318 0 0 X 3109822 2333288 1243030 1243030 4352852 3576318 4352852 3576318 -16763 -759771 0 X X 0 0 0 X X 1 GREATER HUDSON VALLEY COUNCIL INC BOY SCOUTS OF AMERICA 132750608 7 1 152862 0 1 152862 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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. 4352852 2997 -604523 152862 22146 3576318 3887665 34715 825845 361085 34288 4352852 4336072 14929 609900 1047584 25652 3887665 4486099 93716 652688 850809 45622 4336072 4910187 140782 -109847 436578 18445 4486099 0.65240 0.34760 0.00000 0 0 0 LIMITED PARTNERSHIP INTEREST 3372559 F BENEFICIAL INTEREST IN GIFT ANNUITY 12253 F 3384812 INTERFUND ASSETS 183656 183656 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) 152862 0 GENERAL SUPPORT 1 0 PART I, LINE 2: THE TRUST CONTRIBUTES FUNDS TO ITS RELATED SUPPORTED 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 199529 0 0 0 3143 0 6146 0 16732 0 225550 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 COMPENSATION & 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 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 DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED THROUGH A COLLABORATIVE EFFORT OF THE TAX PROFESSIONALS AND MANAGEMENT. THE TAX RETURN IS REVIEWED WITH THE PARENT ORGANIZATION'S AUDIT COMMITTEE AND QUESTIONS OR CHANGES ARE DISCUSSED. UPON COMPLETION, THE AUDIT COMMITTEE REPORTS ITS RESULTS TO THE EXECUTIVE COMMITTEE AND A COPY OF THE TAX RETURN IS MADE AVAILABLE ELECTRONICALLY TO THE BOARD 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 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE TRUST FUND SHARES THE AUDIT COMMITTEE OF ITS PARENT ORGANIZATION, WHICH IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GREATER HUDSON VALLEY COUNCIL INC BOY SCOUTS OF AMERCIA PO BOX 974 MOHEGAN LAKE NY 10547 132750608 PROVIDES HIGHEST QUALITY VALUES BASED YOUTH PROGRAMS NY 501(C)(3) LINE 7 N/A 0 BOY SCOUTS OF AMERICA DURLAND SCOUT CENTER TRUST PO BOX 974 MOHEGAN LAKE NY 10547 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 AMERCIA 0 EMILIE M BULLOWA MEMORIAL ENDOWMENT OF CAMP BULLOWA TRUST PO BOX 974 MOHEGAN LAKE NY 10547 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 AMERCIA 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0