WARD MELVILLE HERITAGE ORGANIZATION LTD: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WARD MELVILLE HERITAGE ORGANIZATION LTD (EIN 11-2440592)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-09
- IRS object ID
- 202010699349301106
- Schema version
- 2018v3.1
- 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 | 2020-03-09T14:05:44-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743216978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAWROCKI SMITH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 290 BROADHOLLOW RD STE 115E | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117474822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112440592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WARD MELVILLE HERITAGE ORGANIZATION | BusinessNameLine1Txt |
| Business Name Line2 | LTD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARD | BusinessNameControlTxt |
| Phone | 6317512244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 572 | AddressLine1Txt |
| City | STONY BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11790 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gloria D Rocchio | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael E Nawrocki | PreparerPersonNm |
| PTIN | P00165703 | PTIN |
| Phone | 6317569500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GLORIA D ROCCHIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 572 | AddressLine1Txt |
| City | STONY BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $626,731 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.WMHO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION DEVELOPS AND FOSTERS COMMUNITY ENRICHMENT THROUGH EDUCATIONAL AND CULTURAL PROGRAMS AT ITS HISTORIC PROPERTIES, NATURAL RESOURCE PROPERTIES AND ITS EDUCATIONAL AND CULTURAL CENTER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 138 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $126,039 | PYContributionsGrantsAmt |
| CY Contributions Grants | $211,635 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $169,156 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $138,976 | CYProgramServiceRevenueAmt |
| PY Investment Income | $148,050 | PYInvestmentIncomeAmt |
| CY Investment Income | $89,554 | CYInvestmentIncomeAmt |
| PY Other Revenue | $259,458 | PYOtherRevenueAmt |
| CY Other Revenue | $140,535 | CYOtherRevenueAmt |
| PY Total Revenue | $702,703 | PYTotalRevenueAmt |
| CY Total Revenue | $580,700 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $53,300 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $154,421 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,233,326 | PYOtherExpensesAmt |
| CY Other Expenses | $1,421,744 | CYOtherExpensesAmt |
| PY Total Expenses | $1,283,326 | PYTotalExpensesAmt |
| CY Total Expenses | $1,475,044 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$580,623 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$894,344 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,003,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,437,530 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,159,188 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,109,289 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,844,130 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,328,241 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FOSTER COMMUNITY ENRICHMENT THROUGH EDUCATIONAL AND CULTURAL EXPERIENCES. THIS IS ACCOMPLISHED BY ENHANCING AND INTERPRETING ITS HISTORIC AND ENVIRONMENTALLY SENSITIVE PROPERTIES AND BY UTILIZING STATE-OF-THE-ART TECHNOLOGY FOR EDUCATIONAL PROGRAMS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $962,066 | ExpenseAmt |
| Desc | By enhancing and interpreting its properties, the ward melville heritage organization (WMHO) creates educational and cultural experiences that integrate ecology, history, art, theater, music, dance and technology. the WMHO presents over 70 multidisciplinary performances and programs year-round at its historic and environmental properties as well as the educational & cultural center (ECC), A two-story colonial style 8,800 sq. ft. center with state-of-the-art technology. in addition to the ecc, the wmho maintains revolutionary war structures that were pivotal to george washington's culper spy ring. these properties were listed on the national & state registry of historic places and include the following three (3) revolutionary war historic structures: the brewster house (c.1665), the thompson house (C.1709), and the grist mill (c.1751). many of the educational programs the wmho offers to public and private schools are through distance-learning, a type of educational process that allows for online video network technology connectivity between the wmho and schools who otherwise could not travel to visit the wmho's properties in person. distance learning technology is installed at all of the wmho's properties and it is an asset that allows the wmho to reach audiences and students around the globe. another fascinating way to discover the wonders of the wmho's environmental treasures is the discovery wetlands cruise. the wmho's 27-passenger pontoon boat takes people on a journey through the organization's 88 acre wetlands preserve. while on board the cruise, visitors see some of the unique species exclusive to the wetlands such as egrets and horseshoe crabs, as well as the wmho's ernst marine conservation center (MCC). the mcc houses two classrooms, touch tanks, and scientific equipment pivotal to the marine species inventory program (MSIP) currently being conducted by the ward melville heritage organizations's volunteer youth corps members. the msip educates the general public on the importance of conserving this as a marine habitat for threatened and endangered species including sea turtles, horseshoe crabs and more. in total, more that 18,000 people attend the wmho's educational programs and performances, as well as many exhibitions, lectures and children's programs throughout the year. these include both free and paid admissions. | Desc |
| Total Program Service Expenses | $962,066 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLORIA D ROCCHIO | PersonNm |
| Phone | 6317512244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 572 | AddressLine1Txt |
| City | STONY BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Laura Huang-Ernst | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANNA M KEREKES | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES MURDOCCO | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES NAPOLI | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY VAN TUYL | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR RICHARD RUGEN | |||||||
| Chairman | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| EDWARD J GUTLEBER ESQ | |||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DANIEL ROWE | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHLEEN MICH | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GLORIA D ROCCHIO | |||||||
| President | 17.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $70,000 | FundraisingAmt |
| Government Grants | $25,000 | GovernmentGrantsAmt |
| All Other Contributions | $116,635 | AllOtherContributionsAmt |
| Total Contributions | $211,635 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL PROGRAMS | Desc |
| Total Revenue Column | $138,976 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $138,976 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $138,976 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,554 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $89,554 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,950 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,950 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,950 | TotalRevenueColumnAmt |
| Exclusion | $11,950 | ExclusionAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $131,498 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $70,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $46,031 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,467 | TotalRevenueColumnAmt |
| Exclusion | $85,467 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $9,091 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,091 | TotalRevenueColumnAmt |
| Exclusion | $9,091 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| GRIST MILL ADMISSIONS | $891 | $891 |
| MISCELLANEOUS INCOME | $33,136 | $33,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,027 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $580,700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $262,557 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $106,508 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,300 | TotalAmt |
| Program Services | $53,300 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,812 | TotalAmt |
| Program Services | $436,456 | ProgramServicesAmt |
| Management And General | $262,162 | ManagementAndGeneralAmt |
| Fundraising | $151,194 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,425 | TotalAmt |
| Program Services | $3,425 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,100 | TotalAmt |
| Management And General | $8,100 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,233 | TotalAmt |
| Program Services | $52,233 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,646 | TotalAmt |
| Program Services | $6,867 | ProgramServicesAmt |
| Management And General | $6,779 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,336 | TotalAmt |
| Program Services | $45,336 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236 | TotalAmt |
| Program Services | $79 | ProgramServicesAmt |
| Fundraising | $157 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,561 | TotalAmt |
| Management And General | $33,561 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,298 | TotalAmt |
| Program Services | $102,298 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,737 | TotalAmt |
| Program Services | $37,737 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REPAIRS AND MAINTENANCE | $115,210 | $84,104 | $31,106 |
| COMMUNITY RELATIONS | $60,218 | $60,218 | |
| CONTRACTUAL SERVICES | $41,062 | $24,637 | $16,425 |
| EDUCATIONAL | $35,412 | $35,412 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,458 | TotalAmt |
| Program Services | $19,964 | ProgramServicesAmt |
| Management And General | $424 | ManagementAndGeneralAmt |
| Fundraising | $3,070 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,475,044 | TotalAmt |
| Program Services | $962,066 | ProgramServicesAmt |
| Management And General | $358,557 | ManagementAndGeneralAmt |
| Fundraising | $154,421 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,259 | BOYAmt |
| EOY | $222,067 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,012 | BOYAmt |
| EOY | $182,791 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,626 | BOYAmt |
| EOY | $9,022 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,000 | BOYAmt |
| EOY | $72,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,805 | BOYAmt |
| EOY | $4,938 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,652 | BOYAmt |
| EOY | $17,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,832,332 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,462,689 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,447,535 | BOYAmt |
| EOY | $2,369,643 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,641,171 | BOYAmt |
| EOY | $2,778,450 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,465,258 | BOYAmt |
| EOY | $1,780,926 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,003,318 | BOYAmt |
| EOY | $7,437,530 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,015 | BOYAmt |
| EOY | $19,932 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,118,266 | BOYAmt |
| EOY | $1,085,472 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,907 | BOYAmt |
| EOY | $3,885 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,159,188 | BOYAmt |
| EOY | $1,109,289 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,831,937 | BOYAmt |
| EOY | $6,310,753 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,193 | BOYAmt |
| EOY | $17,488 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,844,130 | BOYAmt |
| EOY | $6,328,241 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,003,318 | BOYAmt |
| EOY | $7,437,530 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$894,344 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $139,099 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,239,356 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $271,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $370,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $147,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $211,635 | CurrentTaxYearAmt |
| Total | $1,127,448 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $191,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,583 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $169,156 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,976 | CurrentTaxYearAmt |
| Total | $781,995 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $462,964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $515,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $285,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $295,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $350,611 | CurrentTaxYearAmt |
| Total | $1,909,443 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,909,443 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,072 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,554 | CurrentTaxYearAmt |
| Total | $494,804 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,072 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,554 | CurrentTaxYearAmt |
| Total | $494,804 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,118 | CurrentTaxYearAmt |
| Total | $197,064 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $527,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $612,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $471,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $506,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $483,283 | CurrentTaxYearAmt |
| Total | $2,601,311 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.73400 | PublicSupportCY509Pct |
| Public Support PY509 | 0.75450 | PublicSupportPY509Pct |
| Investment Income CY | 0.19020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.18010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $711,309 | OtherCostOrOtherBasisAmt |
| Book Value | $711,309 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,576,564 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,012,711 | DepreciationAmt |
| Book Value | $1,563,853 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $238,095 | OtherCostOrOtherBasisAmt |
| Depreciation | $176,028 | DepreciationAmt |
| Book Value | $62,067 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $306,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $273,950 | DepreciationAmt |
| Book Value | $32,414 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,369,643 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | inter-affiliate receivable | Desc |
| Book Value | $1,780,926 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,780,926 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| deferred revenue | $1,685 |
| rent SECURITY DEPOSIT | $2,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,885 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $719,799 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $139,099 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $139,099 | RevenueNotReportedAmt |
| Revenue Subtotal | $580,700 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $580,700 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,475,044 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,475,044 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,475,044 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2016 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | J & J DINNER | Event1Nm |
| Gross Receipts Event1 | $128,650 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $50,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $78,650 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $26,293 | OtherDirectExpensesEvent1Amt |
| Event2 | WALK FOR BEAUTY | Event2Nm |
| Gross Receipts Event2 | $72,848 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $20,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $52,848 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $19,738 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $201,498 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $70,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $131,498 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,031 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $46,031 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $85,467 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stony Brook Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 488 Administration Building | AddressLine1Txt |
| City | Stony Brook | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11794 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 116077945 | RecipientEIN |
| Cash Grant | $50,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | Breast Cancer Research | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company | THE WARD MELVILLE HERTIAGE ORGANIZATION, LTD. ALONG WITH ITS AFFILIATES HAMLET FUND, INC. AND EAGLE REALTY HOLDINGS, INC. SHARE A COMMON BOARD OF TRUSTEES AND ARE BOTH MANAGED BY ANOTHER AFFILIATE, STONY BROOK HAMLET MANAGEMENT, INC., WHICH ASSESSES A MANAGEMENT FEE TO ALL ORGANIZATIONS FOR THEIR SERVICES. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | AFTER THE BOARD HAS APPROVED THE FINANCIAL STATEMENTS, THE FORM 990 IS COMPLETED BY THE PREPARER AND SUBMITTED TO MANAGEMENT. THE DOCUMENT IS REVIEWED BY MANAGEMENT AND IS THEN DISTRIBUTED TO THE BOARD FOR REVIEW. THE BOARD HAS FIVE DAYS TO REVIEW AND ANY COMMENTS OR QUESTIONS ARE PRESENTED TO MANAGEMENT WHICH COMMUNICATES THEM DIRECTLY TO THE PREPARER. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | WHEN A MEMBER IS ELECTED TO THE BOARD OF TRUSTEES, CONFLICT OF INTEREST FORMS ARE COMPLETED. WHEN POSSIBLE CONCERNS ARISE, MANAGEMENT WILL INVESTIGATE THEM. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND 990'S ARE MAINTAINED AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES LOCATED IN STONY BROOK, NEW YORK. THE PUBLIC MAY REQUEST TO SEE DOCUMENTS AT THE OFFICES AT ANY TIME. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | DISTRIBUTION FROM EAGLE REALTY HOLDINGS, INC. = $717356 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | DISTRIBUTION FROM HAMLET FUND, INC. = $522000 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EAGLE REALTY HOLDINGS INC | ||||||||||
| P O BOX 572 | STONY BROOK | NY | 11790 | 113053106 | HOLDS COMMERCIAL AND RESIDENTIAL PROPERTIES. | NY | (2) | N/A | N/A | false |
| HAMLET FUND INC | ||||||||||
| P O BOX 572 | STONY BROOK | NY | 11790 | 113053108 | HOLDS INVESTMENTS TO PROVIDE SUPPORT. | NY | (3) | TYPE III | N/A | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONY BROOK HAMLET MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MAIN STREET FLOOR 2 | AddressLine1Txt |
| City | STONY BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113053111 | EIN |
| Primary Activities | MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| EAGLE REALTY HOLDINGS INC | ||
| c | $717,356 | FMV |
| HAMLET FUND INC | ||
| c | $522,000 | FMV |
| STONY BROOK HAMLET MANAGEMENT INC | ||
| m | $849,812 | FMV |