MERLINS MAGIC WAND FOUNDATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MERLINS MAGIC WAND FOUNDATION (EIN 46-0809190)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349204845
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:35:47-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204193611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Batts Morrison Wales & Lee PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 North Orange Avenue Suite 800 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460809190 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merlin's Magic Wand Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERL | BusinessNameControlTxt |
| Phone | 7607860059 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Legoland Dr | AddressLine1Txt |
| City | Carlsbad | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kurt Stocks | PersonNm |
| Person Title | Divisional Director | PersonTitleTxt |
| Phone | 7607860059 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kurt | PersonFirstNm |
| Person Last | Stocks | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele M Wales | PreparerPersonNm |
| PTIN | P00428093 | PTIN |
| Phone | 4077706000 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | www.merlinsmagicwand.org/usa | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $169,637 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $169,637 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $169,637 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $98,927 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $14,521 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $3,709 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $115,566 | OtherExpensesTotalAmt |
| Total Expenses | $232,723 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$63,086 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $227,659 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $164,573 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,056 | BOYAmt |
| EOY | $315,679 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,919 | BOYAmt |
| EOY | $55,445 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,975 | BOYAmt |
| EOY | $371,124 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,316 | BOYAmt |
| EOY | $206,551 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,659 | BOYAmt |
| EOY | $164,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | The Organization's purpose is to support children facing challenges of serious illness, disability, or adversity. The Organization believes that every child deserves to laugh, enjoy, and cherish memorable experiences and the Organization's mission is to enable them to access the magic of Merlin Entertainments. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Magical Days Out provided 4,379 tickets valued at $96,342 to children facing the challenges of serious illness, disability or adversity, their families, and caretakers. Families have a chance to create long-lasting memories and take valuable time out from their stressful daily routine by enjoying a day out at a Merlin Entertainments attraction. | $0 | $25,030 |
| By designing and creating amazing projects in hospitals, orphanages, learning centers, and more, Merlin's Magic Spaces ensures that local children who are prevented from visiting the attractions due to severe illness, physical disability, or other exceptional circumstances still have the opportunity to experience the unique magic of Merlin. | $0 | $135,676 |
| Working with the Organization's local communities at hospitals and hospices, Merlin's Magic on Tour enables the attractions to bring some of the Merlin magic to children wherever they are. | $0 | $4,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $164,844 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Scott Maupin | ||||
| Board Chair (Began - 07/20) | 0.25 | $0 | $0 | $0 |
| Susan Eisma | ||||
| Board Member (Began - 04/20) | 0.25 | $0 | $0 | $0 |
| Kurt Stocks | ||||
| Divisional Director (Began - 07/20) | 0.25 | $0 | $0 | $0 |
| Kevin Carr | ||||
| Hotel Director (Began - 07/20) | 0.25 | $0 | $0 | $0 |
| Tracie Hogencamp | ||||
| Charity Manager (Ended - 08/20) | 40.00 | $28,017 | $0 | $0 |
| Brian Shaw | ||||
| Charity CFO/Treasurer | 0.25 | $0 | $0 | $0 |
| Adrian Jones | ||||
| Charity Secretary (Ended - 07/20) | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian Shaw | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Legoland Dr | AddressLine1Txt |
| City | Carlsbad | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7607860059 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $324,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $335,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,637 | CurrentTaxYearAmt |
| Total | $1,260,866 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $324,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $335,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,637 | CurrentTaxYearAmt |
| Total | $1,260,866 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $702,091 | SubstantialContributorsTotAmt |
| Public Support Total170 | $558,775 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,691 | CurrentTaxYearMinus1YearAmt |
| Total | $115,003 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,375,869 | TotalSupportAmt |
| Public Support CY170 | 0.40610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 10: | Other income includes income from fundraising events and gaming activities. |
| Schedule A, Part II, Line 14: | Merlin Entertainments Group US Holdings, a related party of the Organization, supports the Organization by donating tickets to the attractions, sending tickets to successful applicants, conducting fundraising activities and events within the attractions, providing employees that conduct fundraising activities, and providing a designated charity champion to assist in delivering this support. The value of the donated tickets and services is excluded from the calculation and is not reported elsewhere on the Organization's Form 990. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: Merlin's Magic Spaces. Amount: 104,208. Description: Advertising and promotion. Amount: 5,803. Description: Information technology. Amount: 400. Description: Travel. Amount: 2,237. Description: Miscellaneous. Amount: 2,918. Total to Form 990-EZ, line 16: 115,566. |
| Form 990-EZ, Part I, Line 16, Other expenses: | The amount reported as "Merlin's Magic Spaces" represents the value of donated construction materials used to build spaces in hospitals, orphanages, and learning centers for local children who are prevented from visiting Merlin Entertainments attractions due to severe illness, physical disability, or other exceptional circumstances, so that they have the opportunity to experience the unique magic of Merlin. |
| Form 990-EZ, Part II, Line 24 - Other Assets | Description: Pledges and grants receivable, net. Beg. of Year Amount: 33,674. End of Year Amount: 18,201. Description: Prepaid expenses and deferred charges. Beg. of Year Amount: 35,245. End of Year Amount: 37,244. |
| Form 990-EZ, Part II, Line 26 - Other Liabilities | Description: Accounts payable and accrued expenses. Beg. of Year Amount: 76,361. End of Year Amount: 200,491. Description: Related Party Payable. Beg. of Year Amount: 154,955. End of Year Amount: 6,060. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |