AMERICAN FUND FOR WESTMINSTER ABBEY: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
AMERICAN FUND FOR WESTMINSTER ABBEY (EIN 45-4735976)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-03-14
IRS object ID
202540739349201114
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-03-14T10:22:10-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN992277914PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EAG NEW ENGLAND LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 9TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454735976EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE AMERICAN FUND FOR WESTMINSTER ABBEYBusinessNameLine1Txt
Business Name Line2C/O MARY METZGER HARVEYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone2128320515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 E 56TH STREET 211AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY METZGER HARVEYPersonNm
Person TitleINTERIM CHAIRMANPersonTitleTxt
Phone2128320515PhoneNum
Signature2025-03-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEUGENE BORGONZIPreparerPersonNm
PTINP01269879PTIN
Phone6172276161PhoneNum
Preparation2025-03-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.WESTMINSTER-ABBEY.ORG/SUPPORT-USWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$130,747GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$80,340ContributionsGiftsGrantsEtcAmt
Investment Income$615InvestmentIncomeAmt
Sale Of Assets Gross$49,792SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$50,070CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$278GainOrLossFromSaleOfAssetsAmt
Total Revenue$80,677TotalRevenueAmt
Grants And Similar Amounts Paid$640,000GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$13,950FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$3,196OtherExpensesTotalAmt
Total Expenses$657,146TotalExpensesAmt
Excess Or Deficit For Year-$576,469ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$603,763NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$27,294NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$257,363BOYAmt
EOY$30,894EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$350,000BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$607,363BOYAmt
EOY$30,894EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,600BOYAmt
EOY$3,600EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$603,763BOYAmt
EOY$27,294EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeINCLUDING, BUT NOT LIMITED TO, SUPPORTING AND ADVANCING THE EDUCATIONAL, RELIGIOUS AND HISTORIC PRESERVATION PROGRAMS IN THE UNITED KINGDOM, THE UNITED STATES, AND ELSEWHERE, OF THE COLLEGIATE CHURCH OF ST. PETER (KNOWN AS WESTMINSTER ABBEY), THE WESTMINSTER ABBEY CHOIR SCHOOL, ST. MARGARET'S CHURCH, AND THEIR AFFILIATED INSTITUTIONS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomDURING FISCAL YEAR 2024, THE ORGANIZATION PROVIDED THREE GRANTS FOR SUPPORT OF WESTMINSTER ABBEY'S MUSIC PROGRAM, ORGAN SCHOLAR ENDOWMENT FUND AND SACRISTY PROJECT.DescriptionProgramSrvcAccomTxt
Grants And Allocations$640,000GrantsAndAllocationsAmt
Foreign GrantsYes (X)ForeignGrantsInd
Program Service Expenses$640,000ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$640,000TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY KAZIE METZGER HARVEY
TREASURER/INTERM CHAIRMAN3.00$0$0$0
VALERIE HUMPHREY
SECRETARY/DIRECTOR6.00$0$0$0
KENNETH KOEN
ASST. TREASURER/DIRECTOR3.00$0$0$0
DAVID CANNADINE
DIRECTOR3.00$0$0$0
B WARING PARTRIDGE IV
DIRECTOR3.00$0$0$0
JACK BOVENDER
DIRECTOR3.00$0$0$0
NATALIE PRAY
DIRECTOR3.00$0$0$0
VICTOR STEWART DECEASED 61724
DIRECTOR3.00$0$0$0
NATHAN HAYWARD III
DIRECTOR3.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARY KAZIE METZGER HARVEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 E 56TH STREET SUITE 211AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Phone2128320515PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,444CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$162,655CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$255,375CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$614,518CurrentTaxYearMinus1YearAmt
Current Tax Year$80,340CurrentTaxYearAmt
Total$1,127,332TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,444CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$162,655CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$255,375CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$614,518CurrentTaxYearMinus1YearAmt
Current Tax Year$80,340CurrentTaxYearAmt
Total$1,127,332TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$732,633SubstantialContributorsTotAmt
Public Support Total170$394,699PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$615CurrentTaxYearAmt
Total$615TotalAmt
FieldValueIRS element (for citing)
Total Support$1,127,947TotalSupportAmt
Public Support CY1700.34990PublicSupportCY170Pct
Public Support PY1700.34920PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:FormAndLineReferenceDesc
ExplanationDESCRIPTION: GENERAL OPERATING SUPPORT DATE: 09/17/21 AMOUNT: 750000.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: DIVIDEND INCOME. AMOUNT: 615.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM SUPPORT. GRANTEE NAME: WESTMINSTER ABBEY FOUNDATION. GRANTEE ADDRESS: 20 DEAN'S YARD LONDON, UNITED KINGDOM SW1P 3PA. AMOUNT GIVEN: 640,000.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK CHARGES. AMOUNT: 211. DESCRIPTION: INSURANCE. AMOUNT: 1,700. DESCRIPTION: FILING FEES. AMOUNT: 250. DESCRIPTION: MEETING EXPENSES. AMOUNT: 1,035. TOTAL TO FORM 990-EZ, LINE 16: 3,196.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: PLEDGES & GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 350,000. END OF YEAR AMOUNT: 0.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE & ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 3,600. END OF YEAR AMOUNT: 3,600.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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

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