Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
BOSCOBEL RESTORATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1601 ROUTE 9D
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GARRISON, NY105244406
A Employer identification number

14-1458845
B Telephone number (see instructions)

(845) 265-3638
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$34,498,086J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 426,056
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 492,467 675,658 675,658
5a Gross rents............ 254,932 254,932 254,932
b Net rental income or (loss) 195,300
6a Net gain or (loss) from sale of assets not on line 10 712,119
b Gross sales price for all assets on line 6a 4,165,055
7 Capital gain net income (from Part IV, line 2)... 890,063
8 Net short-term capital gain......... 105,312
9 Income modifications...........  
10a Gross sales less returns and allowances 20,017
b Less: Cost of goods sold.... 11,229
c Gross profit or (loss) (attach schedule)..... 8,788 8,788
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
391,507 0 391,507
12 Total. Add lines 1 through 11........ 2,285,869 1,820,653 1,436,197
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 354,113 0 62,628 291,485
14 Other employee salaries and wages...... 751,291 0 250,660 502,556
15 Pension plans, employee benefits....... 303,504 0 84,379 223,405
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
27,308 0 0 17,746
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
38,175 0 0 32,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
497,925 181,586 184,214 306,771
17 Interest............... 14,448 0 0 14,448
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
40,452 40,452 40,452 0
19 Depreciation (attach schedule) and depletion... 176,853 176,853 176,853
20 Occupancy.............. 65,177 65,177 65,177 0
21 Travel, conferences, and meetings....... 17,125 0 0 17,125
22 Printing and publications.......... 10,249 0 0 9,694
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
821,006 1,356,585 72,933 818,116
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,117,626 1,820,653 937,296 2,233,596
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 3,117,626 1,820,653 937,296 2,233,596
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -831,757
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 498,901
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 245,365 442,174 442,174
2 Savings and temporary cash investments......... 190,397 127,633 127,633
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable................. 20,000    
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use.............. 9,567 12,345 12,345
9 Prepaid expenses and deferred charges.......... 156,472 10,000 10,000
10a Investments—U.S. and state government obligations (attach schedule) 1,415,361 Click to see attachment
List of Attached Documents:
// Content
1,479,737 		1,479,737
b Investments—corporate stock (attach schedule)....... 14,187,785 Click to see attachment
List of Attached Documents:
// Content
12,827,025 		12,827,025
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,047,784 Click to see attachment
List of Attached Documents:
// Content
13,550,797 		13,550,797
14 Land, buildings, and equipment: basis right arrow8,969,846
Less: accumulated depreciation (attach schedule) right arrow2,974,012 6,002,380 Click to see attachment
List of Attached Documents:
// Content
5,995,834 		5,995,834
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
52,541 		Click to see attachment
List of Attached Documents:
// Content
52,541
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,275,111 34,498,086 34,498,086
Liabilities 17 Accounts payable and accrued expenses.......... 65,317 125,086
18 Grants payable.................    
19 Deferred revenue................. 49,751 50,737
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
508,455 		Click to see attachment
List of Attached Documents:
// Content
496,557
23 Total liabilities (add lines 17 through 22)......... 623,523 672,380
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 15,796,802 15,850,912
25 Net assets with donor restrictions............ 16,854,786 17,974,794
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 32,651,588 33,825,706
30 Total liabilities and net assets/fund balances (see instructions). 33,275,111 34,498,086
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
32,651,588
2
Enter amount from Part I, line 27a .....................
2
-831,757
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,132,399
4
Add lines 1, 2, and 3 ..........................
4
33,952,230
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
126,524
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
33,825,706
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - S/T      
b PUBLICLY TRADED SECURITIES - L/T      
c CAPITAL GAINS THRU K-1'S - S/T P    
d CAPITAL GAINS THRU K-1'S - L/T P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,163,595   1,108,916 54,679
b 3,001,460   2,344,020 657,440
c       50,633
d       127,311
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       54,679
b       657,440
c       50,633
d       127,311
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 890,063
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 105,312
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 0
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJENNIFER CARLQUIST Telephone no.right arrow (845) 265-3638

Located atright arrow1601 ROUTE 9DGARRISONNY ZIP+4right arrow10524
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JENNIFER CARLQUIST EXECUTIVE DIRECTOR & CURATOR
40.00 		204,857 18,994 0
1601 ROUTE 9D
GARRISON,NY10524
LEA EMERY DIRECTOR OF FINANCE & OPERATIONS THRU SEPT 2024
40.00 		121,132 5,320 0
1601 ROUTE 9D
GARRISON,NY10524
DIANE GOCHA INTERIM DIRECTOR OF FINANCE
40.00 		28,124 0 0
1601 ROUTE 9D
GARRISON,NY10524
ARNOLD S MOSS CO-CHAIR
5.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
ALEXANDER REESE CO-CHAIR
5.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
SUSAN DAVIDSON TREASURER
4.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
HENRY N CHRISTENSEN JR SECRETARY
2.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
GILMAN S BURKE ESQ DIRECTOR, THRU DEC 2024
2.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
WILLIAM J BURBACK DIRECTOR
4.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
ALLEGRA DRISCOLL DIRECTOR
2.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
AARON MAIR DIRECTOR
2.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
FREDERICK H OSBORN III DIRECTOR
4.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
GOV GEORGE PATAKI DIRECTOR
2.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
JOHN SADLON DIRECTOR
2.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
MARIA STEIN-MARRISON DIRECTOR
2.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
MARGARET TOBIN DIRECTOR
2.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
SEAMUS CARROLL DIRECTOR
2.00 		0 0 0
1601 ROUTE 9D
GARRISON,NY10524
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
AMBER STICKLE DEPUTY DIRECTOR OF O
40.00 		116,390 22,936 0
1601 ROUTE 9D
GARRISON,NY10529
MARTHA PEARSON DEVELOPMENT DIRECTOR
40.00 		88,229 26,837 0
1601 ROUTE 9D
GARRISON,NY10529
ANGELA TOCCI PRIVATE RENTALS MANA
40.00 		70,966 8,470 0
1601 ROUTE 9D
GARRISON,NY10529
KEVIN CANCEL FACILITIES MANAGER
40.00 		65,461 7,729 0
1601 ROUTE 9D
GARRISON,NY10529
CLIFF BOWEN FACILITIES TECH
40.00 		53,188 9,661 0
1601 ROUTE 9D
GARRISON,NY10529
Total number of other employees paid over $50,000...................right arrow 2
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
CHAMBER MUSIC SOCIETY OF PALM BEACH INC ENTERTAINMENT SERVICES 113,758
340 ROYAL POINCIANA WAY
PALM BEACH,FL33480
PAGONES-O'NEILL SECURITY SERVICES 102,760
355 MAIN STREET
BEACON,NY12508
NURZIA CONSTRUCTION CONSTRUCTION SERVICES 92,335
1348 ROUTE 52
FISHKILL,NY12524
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 BOSCOBEL - WHICH ENGAGES DIVERSE AUDIENCES IN THE HUDSON VALLEY'S ONGOING, DYNAMIC EXCHANGE BETWEEN DESIGN, HISTORY, AND NATURE - IS KNOWN FOR PRESERVING AND SHARING THE MATCHLESS BEAUTY OF ITS HISTORIC HOUSE, MUSEUM COLLECTION, AND ICONIC SITE ALONG THE HUDSON RIVER.MORE THAN 65,000 PEOPLE PARTICIPATE IN MUSEUM PROGRAMS AT BOSCOBEL EACH SEASON TO STROLL OUR GROUNDS, TAKE A GUIDED TOUR OF THE HISTORIC HOUSE AND COLLECTION, ENJOY A COMMUNITY EVENT, VIEW AN EXHIBITION, OR PARTICIPATE IN ONE OF OUR FUN AND EDUCATIONAL PROGRAMS FOR FAMILIES AND SCHOOLS. 2,918,393
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
27,776,788
b
Average of monthly cash balances.......................
1b
330,613
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
28,107,401
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
28,107,401
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
421,611
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
27,685,790
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,384,290
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,233,596
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,233,596
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
2004-01-01
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
498,901 92,013 0 5,632 596,546
b 85% (0.85) of line 2a ......... 424,066 78,211 0 4,787 507,064
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		2,233,596 2,646,642 2,866,649 1,527,801 9,274,688
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		2,233,596 2,646,642 2,866,649 1,527,801 9,274,688
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		922,860 863,857 950,309 1,092,151 3,829,177
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Total .................................right arrow 3a 0
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
aEDUCATIONAL EVENTS         131,567
bADMISSIONS         90,314
cEDUCATIONAL PROGRAM         203
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 492,467  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 195,300  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 712,119  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         8,788
11 Other revenue:
aPARKING INCOME 		    01   86
bINSURANCE PROCEEDS     01   169,337
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,399,886 400,295
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,800,181
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1A REPRESENTS ACTIVITIES SUCH AS WORKSHOPS, LECTURES, AND OTHER EVENTS; PROCEEDS FROM WHICH ARE USED FOR THE RESTORATION PROJECT AND TO ENHANCE THE COMMUNITY.
1B ADMISSIONS ARE USED FOR THE CULTURAL EDUCATION AND RECREATION OF THE COMMUNITY; AS WELL AS FOR FUNDING OF THE THE RESTORATION PROJECT.
1C REPRESENTS ACTIVITIES SUCH AS WORKSHOPS, LECTURES, AND OTHER EVENTS; PROCEEDS FROM WHICH ARE USED FOR THE RESTORATION PROJECT AND TO ENHANCE THE COMMUNITY.
10 THE ORGANIZATION OPERATES A MUSEUM SHOP THAT SELLS MERCHANDISE RELATED TO THE MUSEUM'S MISSION, COLLECTION, AND PROGRAMMATIC THEMES TO ENGAGE AND INFORM VISITORS.
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
BOSCOBEL RESTORATION INC
 
Employer identification number

14-1458845
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
BOSCOBEL RESTORATION INC
  		Employer identification number
14-1458845
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ALEXANDER REESE
PO BOX 230
 
HUGHSONVILLE, NY12537

$ 34,804


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
NEW YORK STATE COUNCIL ON THE ARTS
 
411 FIFTH AVENUE ROOM 700
 
NEW YORK, NY10016

$ 30,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ABRAHAM FOUNDATION
 
232 EAST 72ND STREET
 
NEW YORK, NY10021

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
FJC- A FOUNDATION OF PHILANTHROPIC FUNDS
 
225 WEST 39TH ST
 
NEW YORK, NY10018

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
ARNOLD MOSS
232 EAST 72ND STREET
 
NEW YORK, NY10021

$ 12,832


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
LUCY WALETZKY
1301 BEDFORD ROAD
 
PLEASANTVILLE, NY10570

$ 12,500


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
BOSCOBEL RESTORATION INC
  		Employer identification number
14-1458845
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
WILLIAN J BURBACK
PO BOX 450 5 DOCK ST
 
GARRISON, NY10524

$ 11,560


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
SUSAN MACKENZIE
845 WEST END AVENUE
 
NEW YORK, NY10025

$ 11,182


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
PEGGY BRIM
940 PARK AVENUE
 
NEW YORK, NY10028

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
GARDEN CONSERVANCY
 
PO BOX 608
 
GARRISON, NY10524

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
MORRISON HECKSCHER
463 RIVER ROAD
 
NEWBURGH, NY12550

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
NEW YORK COMMUNITY TRUST
 
909 THIRD AVENUE 22ND FLOOR
 
NEW YORK, NY10022

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
BOSCOBEL RESTORATION INC
  		Employer identification number
14-1458845
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
MARIA STEIN-MARRISON
7 OLD MANITOU ROAD
 
GARRISON, NY10524

$ 8,627


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
HENRY N CHRISTENSEN
PO BOX 5
 
HIGHLAND MILLS, NY10930

$ 6,704


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
PETER DAVOREN
120 SOUTH MOUNTAIN PASS
 
GARRISON, NY10524

$ 6,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
ALLEGRA DRISCOLL
110 3RD AVENUE 1A
 
NEW YORK, NY10003

$ 6,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
SUSAN DAVIDSON
PO BOX 334
 
HUGHSONVILLE, NY12537

$ 5,840


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
JACK BANKOWSKY
200 OSBORN DRIVE
 
GARRISON, NY10524

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
BOSCOBEL RESTORATION INC
  		Employer identification number
14-1458845
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
CHRISTOPHER BUCK
321 OLD ALBANY POST ROAD
 
GARRISON, NY10524

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
 
25 VAN WAGNER ROAD SUITE 2
 
POUGHKEEPSIE, NY12603

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
ELIZABETH FLINN
1170 5TH AVENUE APT 10A
 
NEW YORK, NY10029

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
PETER M GOTTSEGEN
312 CHERRY LANE
 
PALM BEACH, FL33480

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
VICKI KELLOGG
475 NORTH COUNTRY ROAD
 
PALM BEACH, FL33480

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
MARSHA LAUFER
1750 SOTH OCEAN BLVD
 
LANTANA, FL33462

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
BOSCOBEL RESTORATION INC
  		Employer identification number
14-1458845
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
25
WARRIE PRICE
1172 PARK AVENUE
 
NEW YORK, NY10128

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
MARTHA SCOTT
1 PHILIPSE LANDING
 
GARRISON, NY10524

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
BOSCOBEL RESTORATION INC
  		Employer identification number

14-1458845
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
BOSCOBEL RESTORATION INC
  		Employer identification number

14-1458845
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 38,175 0 0 32,250

TY 2024 InvestmentsCorpStockSchedule
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
Name of Stock End of Year Book Value End of Year Fair Market Value
AKO EUROPEAN LONG ONLY 523,870 523,870
ALPHAGEN EUROPEAN BEST IDEAS FUND 287,125 287,125
AKRE FOCUS FUND (AKRIX) 749,853 749,853
ARIEL INTERNATIONAL FUND (AINIX) 286,617 286,617
CLARKSTON SMALL-MID CAP EQUITY 765,943 765,943
CLIFFORD CAPITAL PARTNERS FUND (CLIFX) 483,385 483,385
EDGEWOOD GROWTH FUND (EGFIX) 724,216 724,216
ISHARES MSCI JAPAN EFT )EWJ) 303,963 303,963
OCA FSSA ASIAN EQUITY LEADERS FUND LLC 435,662 435,662
OCA ICF SEGREGATED PORTFOLIO 596,623 596,623
SPYGLASS FUNDAMENTAL US GROWTH 874,824 874,824
VANGUARD S&P 500 INDEX FUND (VFIAX) 5,355,608 5,355,608
WCM FOCUSED INTERNATIONAL GROWTH FUND (WCMIX) 606,913 606,913
WILKINSON GLOBAL FRANCHISE STRATEGY 832,423 832,423

TY 2024 InvestmentsGovtObligationsSch
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
US Government Securities - End of Year Book Value:

1,479,737
US Government Securities - End of Year Fair Market Value:

1,479,737
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VANGUARD TOTAL BOND MARKET INDEX FUND (VBTLX) FMV 1,354,078 1,354,078
LORD ABBETT SHORT DURATION INCOME FUND (LLDYX) FMV 328,472 328,472
OCA PREFERRED INCOME LLC FMV 619,781 619,781
GOLUB CAPITAL PARTNERS INTERNATIONAL 12 FMV 675,000 675,000
HOUND PARTNERS VARIABLE BETA FUND LP (SERIES B) FMV 579,904 579,904
OCA BCP IV SEGREGATED PORTFOLIO FMV 100,297 100,297
OCA BRAIDWELL TE LLC FMV 519,389 519,389
OCA BREDS III TE LLC FMV 94,375 94,375
OCA BREDS IV TE LLC FMV 365,573 365,573
OCA BREP X LLC SEGREGATED PORTFOLIO FMV 68,659 68,659
OCA CHP OFFSHORE FMV 812,108 812,108
OCA CMTG LLC FMV 125,405 125,405
OCA CROSS HARBOR 2021 TE LLC FMV 236,388 236,388
OCA DHIF III SEGREGATED PORTFOLIO (DEERFIELD HIF III) FMV 187,627 187,627
OCA FCC III LLC FMV 304,090 304,090
OCA FCC IV FMV 87,263 87,263
OCA JPAF SEGREGTED PORTFOLIO FMV 642,116 642,116
OCA OHA CREDIT FUND SEGREGATED PORTFOLIO (CLASS B) FMV 42,196 42,196
OCA PENNYBACKER VI TE LLC FMV 43,456 43,456
OCA PENOPPS PV I SEGREGATED PORTFOLIO FMV 311,757 311,757
OCA NUT TREE DRAWDOWN II LLC FMV 48,281 48,281
OCA SILVER LAKE VI TE LLC FMV 564,761 564,761
OCA SILVER LAKE VII TE LLC FMV 71,879 71,879
OCA SSA SEGREGATED PORTFOLIO FMV 1,142,871 1,142,871
OCA TA XIV LLC FMV 445,872 445,872
OCA TF SEGREGATED PORTFOLIO FMV 428,006 428,006
OCA VDT TE LLC FMV 321,904 321,904
OCA VHF SEGREGATED PORTFOLIO FMV 941,478 941,478
OCA VENBIO III SEGREGATED PORTFOLIO FMV 215,210 215,210
OCA VENBIO IV SEGREGATED PORTFOLIO FMV 133,407 133,407
OCA VOF LLC FMV 178,784 178,784
RA CAPITAL HEALTHCARE FMV 833,146 833,146
SEQUOIA GLOBAL EQUITIES OFFSHORE FUND FMV 727,264 727,264

TY 2024 LandEtcSchedule2
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 2,301,067 0 2,301,067 2,301,067
LAND IMPROVEMENTS 1,933,275 1,320,549 612,726 612,726
BUILDING - NONDEPRECIABLE 1,468,911 0 1,468,911 1,468,911
BUILDING IMPROVEMENTS 1,936,982 997,248 939,734 939,734
EQUIPMENT 1,042,886 656,215 386,671 386,671
CONSTRUCTION IN PROGRESS 286,725 0 286,725 286,725


TY 2024 LegalFeesSchedule
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 27,308 0 0 17,746


TY 2024 OtherAssetsSchedule
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER RECEIVABLE 0 50,041 50,041
ACCRUED INCOME 0 2,500 2,500


TY 2024 OtherDecreasesSchedule
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
Description Amount
PENSION COST ADJUSTMENT 126,524


TY 2024 OtherExpensesSchedule
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PARTNERSHIP EXPENSES THROUGH K-1S 0 1,340,470 56,818 0
OFFICE EXPENSES 78,819 0 0 83,717
MAINTENANCE AND REPAIRS 89,528 16,115 16,115 74,824
INSURANCE 79,225 0 0 79,225
INFORMATION TECHNOLOGY 43,898 0 0 41,913
FILING FEE 50 0 0 50
EXHIBITION EXPENSES 2,433 0 0 2,433
EQUIPMENT RENTAL 339,612 0 0 339,612
EDUCATION AND TRAINING 8,560 0 0 8,560
ADVERTISING 23,983 0 0 26,008
ADMINISTRATIVE EXPENSES 87,693 0 0 94,569
COLLECTION CARE COSTS 67,205 0 0 67,205


TY 2024 OtherIncomeSchedule2
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EDUCATIONAL EVENTS 131,567   131,567
ADMISSIONS 90,314   90,314
EDUCATIONAL PROGRAM 203   203
PARKING INCOME 86   86
INSURANCE PROCEEDS 169,337   169,337


TY 2024 OtherIncreasesSchedule
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
Description Amount
UNREALIZED GAIN ON INVESTMENTS 2,132,399


TY 2024 OtherLiabilitiesSchedule
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
Description Beginning of Year - Book Value End of Year - Book Value
ECONOMIC DISASTER LOAN 500,000 487,973
SECURITY DEPOSIT LIABILITY 6,400 7,150
SALES TAX LIABILITY 2,055 1,434


TY 2024 OtherProfessionalFeesSchedule
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 181,586 181,586 181,586 0
PROGRAM ARTISTS 137,648 0 0 137,648
SECURITY SERVICES 98,840 0 0 98,840
CONTRACTED STAFF SERVICES/OTHER 40,304 0 0 38,784
SOUND ENGINEER 10,390 0 0 10,390
GRANT WRITER 7,720 0 0 7,300
SANITATION 7,301 0 2,628 4,673
SITE PLAN SERVICES 5,878 0 0 878
GRAPHIC DESIGN / PHOTOGRAPHERS 4,918 0 0 4,918
PENSION ADMINISTRATION 3,340 0 0 3,340


TY 2024 TaxesSchedule
Name:
BOSCOBEL RESTORATION INC
EIN:
14-1458845
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REAL ESTATE TAXES 40,452 40,452 40,452 0