2025-11-14T14:46:42-06:00 2024-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2024-01-01 131692606 HISTORIC HUDSON VALLEY HIST 9146318200 639 BEDFORD ROAD POCANTICO HILLS NY 10591 WADDELL W STILLMAN PRESIDENT 9146318200 2025-11-15 1 1 FREDERICK MARTENS P00298107 2126972299 2024 2025-03-06 01:10:19Z WADDELL W STILLMAN 639 BEDFORD ROAD POCANTICO HILLS NY 10591 43496185 0 X WWW.HUDSONVALLEY.ORG X 1951 NY HHV CELEBRATES THE HISTORY AND CULTURE OF THE HUDSON VALLEY. 18 18 252 50 91486 1997 2320034 2034920 9545461 9901359 -800391 1593417 955988 1144827 12021092 14674523 0 0 0 0 7213905 7247525 0 0 649170 10298181 9191523 17512086 16439048 -5490994 -1764525 77675977 79130673 6587047 6138112 71088930 72992561 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 7946920 9901359 INTERPRETATION, EDUCATION AND CULTURAL EVENTS:EDUCATION AND PUBLIC PROGRAMMING TO ADVANCE AND DISSEMINATE KNOWLEDGE AND UNDERSTANDING OF THE HISTORY AND CHARACTER OF THE HUDSON VALLEY. DURING 2024, 261,305 VISITORS CAME TO THE HISTORIC SITES FOR TOURS, SCHOOL EDUCATION PROGRAMS AND SEASONAL FESTIVALS. 2441800 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. 1204041 DIGITAL PROGRAMS, CURATORIAL AND LIBRARY:CARE AND CONSERVATION OF ARTIFACT COLLECTIONS AND LIBRARY AND RESEARCH FOR PUBLICATION AND USE BY SCHOLARS AND IN VARIOUS ON-SITE AND WEB-BASED PROGRAMS. 2191413 1019819 MARKETING, PUBLIC RELATIONS AND NEW MEDIA, AND MUSEUM SHOPS. 2191413 1019819 13784174 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 55 0 1 252 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X MATT SVIGALS 9143666908 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 CHAIR 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 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 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 535754 0 48916 PETER POCKRISS CHIEF OPERATING OFFICER 35.00 X 239929 0 53474 ROB SCHWEITZER VP COMMUNICATIONS & COMMER 35.00 X 193243 0 24674 ELIZABETH BRADLEY VP PROGRAMS AND ENGAGEMENT 35.00 X 183598 0 11127 JENNIFER KOVALSKAYA CONTROLLER 35.00 X 151474 0 12779 JONATHAN ARBITMAN DIRECTOR OF INFORMATION TECHNOLOGY 35.00 X 131711 0 19798 NARAN JALLIM DIRECTOR OF HUMAN RESOURCES 35.00 X 118578 0 35352 MARGARET PHELAN DIRECTOR OF DEVELOPMENT 35.00 X 126623 0 32625 RICHARD TORRES DIR.OF BUILDINGS & GROUNDS 35.00 X 122863 0 7311 1803773 0 246056 13 0 1 0 PROPARK AMERICA NEW YORK C/O PROPARK ONE UNION PLACE HARTFORD CT 06103 PARKING SERVICES 733092 TECHNICAL DIRECTIONS LLC 50 SODOM ROAD BREWSTER NY 10509 EVENT PRODUCTION 649050 508 OPERATIONS LLC 117 GRATTAN ST STE 201 BROOKLYN NY 11237 EVENT PRODUCTION 335519 OVIATT MEDIA 3206 LAKEHURST XING WAKE FOREST NC 28104 DIGITAL DESIGN 262271 MANPOWER 21271 NETWORK PLACE CHICAGO IL 60673 STAFFING SERVICES 244404 23 168835 347357 1518728 112804 2034920 ADMISSION FEES 713990 9901359 9901359 9901359 1309622 1309622 118343 0 118343 118343 118343 28308165 28024370 283795 283795 283795 1817111 797292 1019819 928333 91486 OTHER REVENUE 900099 6665 6665 6665 14674523 10829692 91486 1718425 1290715 464628 767406 58681 4802692 4023125 437924 341643 234446 213641 3904 16901 362223 277205 63558 21460 557449 414841 106055 36553 21928 3419 18509 101280 101280 5000 5000 158927 158927 1055127 956097 79621 19409 606100 603369 1455 1276 216921 169289 37993 9639 264721 238095 25940 686 409661 400511 9150 135151 109646 23498 2007 216512 176417 24057 16038 1116352 1049760 39955 26637 355682 316912 38770 PROGRAMS AND EVENTS 3001363 2911531 21017 68815 EQUIPMENT 564692 556762 5529 2401 REPAIRS AND MAINTENANCE 448991 448982 9 BANK AND CC FEES 267209 257924 7652 1633 245906 192020 33495 20391 16439048 13784174 2005704 649170 740804 841294 795434 840294 680688 276177 820165 849588 262681 374426 71219 84078 41078315 15932714 25588315 25145601 27466595 32852754 19076415 15872058 2173661 1994403 77675977 79130673 1228047 822431 246534 391658 5112466 4924023 6587047 6138112 X 38171197 38027349 32917733 34965212 71088930 72992561 77675977 79130673 -1764525 3668156 0 X 0 1 X 1 0 X 4081288 3946745 3306164 2320034 2034920 15689151 4081288 3946745 3306164 2320034 2034920 15689151 15689151 1294264 1141355 1198835 1306083 1427965 6368502 14987 14987 133270 53897 35146 45923 6665 274901 22347541 47901124 0.70210 0.68580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 5000 0 0 5000 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 30841596 3381254 1679804 32543046 29059606 3314352 1532362 30841596 35836560 -5439659 1337298 29059606 33258083 3802320 1223843 35836560 31777273 3034533 1553723 33258083 0.00000 0.73452 0.26548 0 0 2237000 2237000 23618609 10290455 13328154 3035723 1249668 1786055 4002621 3121406 881215 8184362 1271185 6913177 25145601 PRIVATE EQUITY / VENTURE CAPITAL 4060184 F PRIVATE EQUITY 3853884 F PRIVATE REAL ESTATE 1612573 F HEDGE FUND / ABSOLUTE RETURN 2928809 F HEDGE FUND / LONG SHORT 2041059 F US LONG ONLY EQUITY 1199935 F OTHER ILLIQUID 175614 F 15872058 18981044 3668156 797292 4465448 14515596 158927 158927 14674523 17077413 797292 797292 16280121 158927 158927 16439048 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 446800 0 67500 0 21454 0 45600 0 3316 0 584670 0 0 0 PETER POCKRISS CHIEF OPERATING OFFICER 234377 0 0 0 5552 0 21912 0 31562 0 293403 0 0 0 ROB SCHWEITZER VP COMMUNICATIONS & COMMER 188408 0 0 0 4835 0 11612 0 13062 0 217917 0 0 0 ELIZABETH BRADLEY VP PROGRAMS AND ENGAGEMENT 180149 0 0 0 3449 0 11011 0 116 0 194725 0 0 0 JENNIFER KOVALSKAYA CONTROLLER 145732 0 0 0 5742 0 9463 0 3316 0 164253 0 0 0 JONATHAN ARBITMAN DIRECTOR OF INFORMATION TECHNOLOGY 130431 0 0 0 1280 0 8036 0 11762 0 151509 0 0 0 NARAN JALLIM DIRECTOR OF HUMAN RESOURCES 117506 0 0 0 1072 0 5238 0 30114 0 153930 0 0 0 MARGARET PHELAN DIRECTOR OF DEVELOPMENT 123723 0 0 0 2900 0 8091 0 24534 0 159248 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 112804 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 MARK F. 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 A 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.