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Nonprofiteer
← HVA FOUNDATION INC

Form 990 for tax year 2023

Filed by HVA FOUNDATION INC.

Totals

Total revenue
$35,065
Total expenses
$52,832
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$35,065
Other revenue
$0
Total assets, end of year
$1,597,250
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,597,250
Program services expenses (Part IX)
$48,552
Management and general expenses
$4,280
Fundraising expenses
$0
Program service expenses (Part III)
$48,552

Program services were 91.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $35,065 · related or exempt $35,065

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $4,280 · management and general $4,280

  • 21 · Payments to affiliates

    total $48,552 · program services $48,552

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $90,698 · end of year $124,868

  • 11 · Investments: publicly traded securities

    beginning of year $1,345,151 · end of year $1,472,382

  • 27 · Net assets without donor restrictions

    end of year $1,597,250

  • 28 · Net assets with donor restrictions

    beginning of year $1,435,849

Mission and programs · 2023

Mission

TO RAISE FUNDS FOR AND SUPPORT ENVIRONMENTAL EDUCATION AND PRESERVATION

  • THE FOUNDATION RECEIVES DONATIONS, GRANTS AND OTHER FUNDS FOR INVESTMENT TO SUPPORT HOUSATONIC VALLEY ASSOCIATION, INC., A NON-PROFIT ENVIRONMENTAL PRESERVATION AND EDUCATIONAL ORGANIZATION.

    Expenses $48,552

As filed on the 2023 return.

Listed in Part VII

  • Lynn Werner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Marguerite Purnell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Anthony Zunino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Michael Nesbitt

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • James Maloney

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Diane Johnstone

    SECRETARYTREASURER DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
19 June 2025
IRS schema version
2023v6.0
Source object
202521779349301362

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