AVALON NATURE PRESERVE INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AVALON NATURE PRESERVE INC (EIN 75-3165488)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-09
- IRS object ID
- 202340689349100004
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-09T07:25:55-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753165488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVALON NATURE PRESERVE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVAL | BusinessNameControlTxt |
| Phone | 6316890619 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HARBOR ROAD | AddressLine1Txt |
| City | STONY BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11790 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH WILLIAMSON | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6316890619 | PhoneNum |
| Signature | 2023-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | WILLIAMSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,010,885 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,550,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,035 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,035 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,035 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $413 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $272 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $141 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $141 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $8,460 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $8,460 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,560,636 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,035 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,636 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $461,163 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $461,163 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,552,767 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,553,006 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $978,174 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $966,213 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,848 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,848 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,570 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,762 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,532 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,342 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,803 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,056,207 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $65,670 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $66,246 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,244 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,244 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,687 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,845 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,046,886 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $10,636 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $915,655 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,254,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,636 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,065,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $316,015 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $334,217 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,570,765 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,636 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,399,342 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,989,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,021 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $153,709 | CashBOYAmt |
| Cash EOY | $331,306 | CashEOYAmt |
| Cash EOYFMV | $331,306 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,785,776 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,345,461 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,345,461 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $37,680 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $45,632 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $45,632 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,663,823 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,375,337 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $37,998,507 | LandBOYAmt |
| Land EOY | $39,288,486 | LandEOYAmt |
| Land EOYFMV | $39,288,486 | LandEOYFMVAmt |
| Total Assets BOY | $39,975,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,010,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,010,885 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $114,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $159,842 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $114,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $159,842 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,861,172 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $42,851,043 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,861,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,851,043 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,975,672 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,010,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,861,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,989,871 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,851,043 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,851,043 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,732 | OverpaymentAmt |
| Applied To ES Tax | $1,732 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.AVALONNATUREPRESERVE.ORG | WebsiteAddressTxt |
| Individual With Books | ELIZABETH WILLIAMSON | IndividualWithBooksNm |
| Phone | 6316890619 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HARBOR ROAD | AddressLine1Txt |
| City | STONY BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT GAFFNEY | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | DIRECTOR | 0.05 | $0 | $0 | $0 |
| VICTORIA GERARD | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | DIRECTOR | 0.05 | $0 | $0 | $0 |
| GREGG EISENSTEIN | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | DIRECTOR | 0.05 | $0 | $0 | $0 |
| JOHN CASEY | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | DIRECTOR | 0.05 | $0 | $0 | $0 |
| PAUL RANDALL | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | DIRECTOR | 0.05 | $0 | $0 | $0 |
| CHARLES MUNCH | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | DIRECTOR | 0.05 | $0 | $0 | $0 |
| MICHAEL STROZIER | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | DIRECTOR | 0.05 | $0 | $0 | $0 |
| KATHARINE GRIFFITHS | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | PRESIDENT | 40.00 | $302,367 | $46,112 | $0 |
| ELIZABETH WILLIAMSON | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | SECRETARY/TREASURER | 30.00 | $158,796 | $64,329 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARK BRUNN | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | HEAD OF MAINTENANCE | 40.00 | $174,396 | $65,870 | $0 |
| TOM CAROLAN | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | MAINTENANCE | 40.00 | $140,767 | $62,668 | $0 |
| DOUGLAS BLAKE | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | MAINTENANCE | 40.00 | $121,603 | $60,752 | $0 |
| SARAH HADDOCK | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | ADMINISTRATIVE | 35.00 | $108,142 | $39,772 | $0 |
| BENJAMIN KALINSKY | ||||||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | HEAD OF SECURITY | 40.00 | $124,602 | $15,492 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MSA SECURITY | |||||
| 9 MURRAY STREET | NEW YORK | NY | 10007 | SECURITY SERVICES | $310,475 |
| MICHAEL WEBER | |||||
| 200 HARBOR ROAD | STONY BROOK | NY | 11790 | ACCOUNTING SERVICES | $50,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PRESERVATION & MAINTENANCE OF NATURE PRESERVEAVALON NATURE PRESERVE WAS ESTABLISHED TO CELEBRATE THE LIFE OF PAUL SIMONS AND HIS LOVE FOR NATURE AND THE OUTDOORS. AVALON OWNS, OPERATES, AND MAINTAINS A 216 ACRE PRESERVE CONSISTING OF FIELDS, FOREST, WETLANDS AND AGRICULTURAL LAND. THE FOUNDATION SEEKS TO PROTECT AND RESTORE THE ECOLOGICAL AND HISTORICAL HERITAGE OF THE PRESERVE. IT IS THE DESIRE OF THE FOUNDATION TO INSPIRE PRESENT AND FUTURE GENERATIONS TO CULTIVATE THEIR OWN CONNECTIONS TO THE NATURAL WORLD. AVALON IS OPEN YEAR-ROUND FOR PUBLIC ENJOYMENT. | Description1Txt |
| Expenses1 | $4,004,939 | Expenses1Amt |
| Description2 | OUTDOOR EDUCATION, NATURE PROGRAMS AND LECTURE SERIES AVALON OFFERS VARIOUS PROGRAMS INCLUDING, BUT NOT LIMITED TO, YOUTH BASED PROGRAMS WHICH ATTEMPT TO GET THE YOUNGER GENERATIONS INTO THE OUTDOORS AND CONNECTED TO THE ENVIRONMENT. MORE INFORMATION CAN BE FOUND ON AVALON'S WEBSITE, HTTPS//AVALONNATUREPRESERVE.ORG. | Description2Txt |
| Expenses2 | $153,603 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,266,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,266,241 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,266,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,217,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,399,342 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,346,186 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,745,528 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2005-04-13 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $50,000 | CurrentYearAmt |
| Year1 | $1,064,311 | Year1Amt |
| Year2 | $3,105,805 | Year2Amt |
| Year3 | $620,050 | Year3Amt |
| Total | $4,840,166 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $50,000 | CurrentYearAmt |
| Year1 | $1,064,311 | Year1Amt |
| Year2 | $3,105,805 | Year2Amt |
| Year3 | $620,050 | Year3Amt |
| Total | $4,840,166 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $43,010,885 | CurrentYearAmt |
| Year1 | $39,975,672 | Year1Amt |
| Year2 | $36,116,095 | Year2Amt |
| Year3 | $35,199,492 | Year3Amt |
| Total | $154,302,144 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $39,288,486 | CurrentYearAmt |
| Year1 | $37,998,507 | Year1Amt |
| Year2 | $33,118,278 | Year2Amt |
| Year3 | $28,968,870 | Year3Amt |
| Total | $139,374,141 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE FOUNDATION | ||||||||
| 1100 NEW JERSEY AVE SE SUITE 900 | WASHINGTON | DC | 20003 | N/A | PC | GENERAL SUPPORT | $500 | |
| ALZHEIMER'S ASSOCIATION LONG ISLAND CHAPTER | ||||||||
| 300 BROADHOLLOW ROAD | MELVILLE | NY | 11747 | N/A | PC | GENERAL SUPPORT | $50 | |
| AMERICAN HIMALAYAN FOUNDATION | ||||||||
| 909 MONTGOMERY STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | N/A | PC | GENERAL SUPPORT | $500 | |
| ANIMAL RESCUE FOUNDATION | ||||||||
| 2890 MITCHELL DRIVE | WALNUT CREEK | CA | 94598 | N/A | PC | GENERAL SUPPORT | $100 | |
| ASPCA | ||||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL SUPPORT | $200 | |
| BORDERLANDS RESTORATION NETWORK | ||||||||
| PO BOX 121 | PATAGONIA | AZ | 85624 | N/A | PC | GENERAL SUPPORT | $206 | |
| BRIGHTFOCUS FOUNDATION | ||||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | N/A | PC | GENERAL SUPPORT | $100 | |
| CONNECTICUT FUND FOR THE ENVIRONMENT | ||||||||
| 900 CHAPEL STREET UPPER MEZZANINE | NEW HAVEN | CT | 06510 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| DANNY AND RON'S RESCUE | ||||||||
| PO BOX 604 | CAMDEN | SC | 29021 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5023 | HAGERSTOWN | MD | 217415023 | N/A | PC | GENERAL SUPPORT | $500 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $70 | |
| FEEDING AMERICA | ||||||||
| 35 E WACKER DR SUITE 2000 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $100 | |
| FOUR HARBORS AUDUBON SOCIETY | ||||||||
| PO BOX 101 | ST JAMES | NY | 11780 | N/A | PC | GENERAL SUPPORT | $500 | |
| FRANK MELVILLE MEMORIAL PARK | ||||||||
| PO BOX 2967 | SETAUKET | NY | 117330876 | N/A | POF | MAINTAINING THE PRESERVE FOR VISITORS TO ENJOY THROUGHOUT ALL SEASONS. | $2,500 | |
| HALLOCKVILLE MUSEUM FARM | ||||||||
| 6038 SOUND AVENUE | RIVERHEAD | NY | 11901 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| HUMANE SOCIETY OF NEW YORK | ||||||||
| 306 EAST 59TH ST | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $200 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $150 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | N/A | PC | GENERAL SUPPORT | $200 | |
| LAND TRUST ALLIANCE | ||||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| LONGHOUSE RESERVE | ||||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MARCH OF DIMES | ||||||||
| PO BOX 8972 | TOPEKA | KS | 666088972 | N/A | PC | GENERAL SUPPORT | $50 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | PC | GENERAL SUPPORT | $100 | |
| PECONIC LAND TRUST | ||||||||
| 296 HAMPTON ROAD PO BOX 1776 | SOUTHAMPTON | NY | 11969 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | N/A | PC | GENERAL SUPPORT | $200 | |
| QUOGUE WILDLIFE REFUGE | ||||||||
| PO BOX 492 | QUOGUE | NY | 11959 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HWY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PC | GENERAL SUPPORT | $204 | |
| SAVE-A-PET | ||||||||
| 608 ROUTE 112 | PORT JEFFERSON STATION | NY | 11776 | N/A | PC | GENERAL SUPPORT | $258 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER ST | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $70 | |
| ST JAMES HOH PRESERVATION COALITION | ||||||||
| PO BOX 83 | ST JAMES | NY | 11780 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL SUPPORT | $600 | |
| STONY BROOK FOUNDATION | ||||||||
| 488 ADMINISTRATION BUILDING STONY | STONY BROOK | NY | 11794 | N/A | PC | GENERAL SUPPORT | $700 | BROOK UNIVERSITY |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||||
| PO BOX 801889 | DALLAS | TX | 75380 | N/A | PC | GENERAL SUPPORT | $40 | |
| THE HEADSTRONG PROJECT | ||||||||
| PO BOX 412572 | BOSTON | MA | 02241 | N/A | PC | GENERAL SUPPORT | $200 | |
| THE NATURE CONSERVANCY | ||||||||
| PO BOX 5125 | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL SUPPORT | $25,206 | |
| THE SAFINA CENTER | ||||||||
| 80 NORTH COUNTRY RD | SETAUKET | NY | 11733 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE SAINT JAMES FIRE DEPARTMENT INCORPORATED | ||||||||
| 221 JEFFERSON AVE | ST JAMES | NY | 11780 | N/A | PC | GENERAL SUPPORT | $125,000 | |
| THE SATO PROJECT | ||||||||
| 130 WATER ST | BROOKLYN | NY | 11201 | N/A | PC | GENERAL SUPPORT | $206 | |
| THE TREVOR PROJECT DEVELOPMENT | ||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | GENERAL SUPPORT | $200 | |
| THREE VILLAGE COMMUNITY TRUST | ||||||||
| PO BOX 2596 | SETAUKET | NY | 11733 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THREE VILLAGE GARDEN CLUB | ||||||||
| PO BOX 2083 | SETAUKET | NY | 11733 | N/A | PC | GENERAL SUPPORT | $500 | |
| VILLAGE OF HEAD OF THE HARBOR | ||||||||
| 500 ROUTE 25A | ST JAMES | NY | 11780 | N/A | GOV | GENERAL SUPPORT | $10,621 | |
| WARD MELVILLE HERITAGE ORGANIZATION | ||||||||
| PO BOX 572 | STONY BROOK | NY | 11790 | N/A | PC | GENERAL SUPPORT | $65,000 | |
| WESTERN SUFFOLK BOCES | ||||||||
| 507 DEER PARK ROAD PO BOX 8007 | HUNTINGTON STATION | NY | 11746 | N/A | GOV | GENERAL SUPPORT | $34,836 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH ST NW PO BOX 96555 | WASHINGTON | DC | 200777789 | N/A | PC | GENERAL SUPPORT | $150 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | GENERAL SUPPORT | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $334,217 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEEDLINGS PROGRAM REVENUES | Desc |
| Related Or Exempt Function Incm | $8,460 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,035 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $141 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,176 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,460 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,636 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | THE FOUNDATION'S PRIMARY EXEMPT PURPOSE AS A PRIVATE OPERATING FOUNDATION IS TO MAINTAIN AND RESTORE THE NATURAL ELEMENTS OF THE PRESERVE. IT IS HOPED THAT PRESENT AND FUTURE GENERATIONS OF VISITORS WILL FIND PLEASURE IN THESE GARDENS, WALKS AND WOODS. IN ADDITION, THE PRESERVE OFFERS VARIOUS PROGRAMS IN AN ATTEMPT TO GET CHILDREN INTO THE OUTDOORS AND CONNECTED TO THEIR NATURAL ENVIRONMENT. THE MEANS BY WHICH THE FOUNDATION FULFILLS THIS GOAL IS THROUGH THE "AVALON SEEDLINGS AND THE "NATURAL CONNECTIONS" PROGRAMS. THROUGH THESE PROGRAMS, CHILDREN HAVE THE OPPORTUNITY TO LEARN ABOUT WHAT THE NATURAL WORLD HAS TO OFFER AND PARTICIPATE IN A VARIETY OF HANDS ON ACTIVITIES. THE PROGRAMS ARE OFFERED YEAR ROUND AND MEET ON THE GROUNDS OF THE AVALON PRESERVE. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PAUL SIMONS FOUNDATION INC | ||||||
| 1 | 200 HARBOR ROAD | STONY BROOK | NY | 11790 | $9,500,000 | Yes (X) |
| EDUCATIONAL PROJECTS FOUNDATION INC | ||||||
| 2 | 2 JOHNS ROAD | SETAUKET | NY | 11733 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NEWTON SANKEY & CO CPAS LLC | $22,750 | $0 | $0 | $19,770 |
| GRANT THORNTON LLP | $5,250 | $0 | $0 | $4,800 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK MELVILLE MEMORIAL FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2967 | AddressLine1Txt |
| City | SETAUKET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117330876 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-02-01 | GrantDt |
| Grant | $2,500 | GrantAmt |
| Purpose Of Grant | MAINTAINING THE PRESERVE FOR VISITORS TO ENJOY THROUGHOUT ALL SEASONS. | PurposeOfGrantTxt |
| Expended By Grantee | $2,500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | JUNE 2022 | DatesOfReportsByGranteeTxt |
| Verification | 2022-06-30 | VerificationDt |
| Results Of Verification | THE FUNDS WILL BE EXPENDED FOR THE OPERATION OF THE PRESERVE-MAINTAINING THE PRESERVE FOR VISITORS TO ENJOY THROUGHOUT ALL SEASONS WHICH INCLUDES EXPENSES FOR REGULAR MAINTENANCE, LANDSCAPE IMPROVEMENTS AND SECURITY SAFEGUARDS (I.E. FOR THE "CHARITABLE" PURPOSE OF PRESERVING LANDS FOR PUBLIC USE OR SCIENTIFIC ENJOYMENT) WITHIN THE MEANING OF SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE. THE AMOUNT EXPENDED BY THE GRANTEE TOWARDS ACCOMPLISHMENT OF THOSE PURPOSES IS $2,500 (BASED ON MOST RECENT REPORT RECEIVED FROM THE GRANTEE). TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS (OR ANY INCOME THEREFROM) FROM THE PURPOSE OF THE GRANT. THE GRANTEE HAS CERTIFIED TO THAT IT EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAX YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SEC. 4942(G)(3). | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| DEPRECIATION | FORM 990-PF, PART I, LINE 19 | LAND IMPROVEMENTS - $1,707,194BUILDING - $24,985BUILDING IMPROVEMENTS - $110,669 FURNITURE & FIXTURES - $50,354EQUIPMENT - $98,058VEHICLES - $45,433 ARTWORK - $19,514 TOTAL DEPRECIATION: $2,056,207 |
| QUALIFYING DISTRIBUTIONS | FORM 990-PF, PART XI | PURSUANT TO IRS TREASURY REGULATION SECTION 53.4942(A)(3)(C)(I), THE AVALON NATURE PRESERVE, INC.("AVALON") IS PROVIDING THE FOLLOWING DISCLOSURE WITH RESPECT TO THE QUALIFYING DISTRIBUTIONS REPORTED ON PART XI LINE 4, $7,745,528 OF THE FORM 990-PF.AVALON'S EXEMPT PURPOSE IS TO MAINTAIN AND, WHERE APPROPRIATE, RESTORE THE NATURAL ELEMENTS OF THE PRESERVE. THE 216 ACRES THAT COMPRISE AVALON WERE ONCE A RESIDENTIAL SITE, LIKELY ABANDONED IN THE EARLY 1900S. BY 1997, WHEN THE PAUL SIMONS FOUNDATION, INC. ("PSF") PURCHASED THE LAND, YEARS OF NEGLECT HAD ALLOWED MANY NON-NATIVE SPECIES OF VINES AND SHRUBS TO INVADE AND DOMINATE, SMOTHERING PLANTS, DESTROYING LARGE TREES AND MAKING THE AREA VIRTUALLY IMPENETRABLE. THE FOUNDATION SEEKS NOT ONLY TO PROTECT THIS UNIQUE AND NATURAL HABITAT BUT ALSO TO RESTORE AND MAINTAIN ITS ECOLOGICAL HERITAGE. IT IS HOPED THAT PRESENT AND FUTURE GENERATIONS OF VISITORS WILL FIND PLEASURE IN THESE GARDENS, WALKS AND WOODS.PAUL SIMONS GREW UP ON LONG ISLAND AND SPENT MUCH OF HIS TIME IN THE THREE VILLAGE AREA. HE WAS AN AVID HIKER, SKIER AND BICYCLIST WHO ENJOYED ALL TYPES OF OUTDOOR ACTIVITIES. AVALON WAS ESTABLISHED TO CELEBRATE THE LIFE OF PAUL SIMONS, WHOSE YEARS AMONG FRIENDS AND FAMILY WERE PREMATURELY INTERRUPTED, YET WHOSE SPIRIT AND CREATIVE ENERGY REMAIN VIBRANTLY ALIVE IN THE NATURAL WORLD HE CHERISHED.AVALON OFFERS YOUTH BASED PROGRAMS SUCH AS THE "OUTDOOR LEADERSHIP AND ENVIRONMENTAL STEWARDSHIP PROGRAM," IN AN ATTEMPT TO GET YOUNG PEOPLE INTO THE OUTDOORS AND CONNECTED TO THE ENVIRONMENT. MORE INFORMATION CAN BE FOUND ON AVALON'S WEBSITE, HTTPS://AVALONNATUREPRESERVE.ORG. IN ADDITION, AVALON HOSTS ADDITIONAL PROGRAMS SUCH AS "AVALON SKYLAB," "MINDFULNESS-BASED STRESS REDUCTION (MBSR) COURSE," YOGA AND REGULAR BIRD WALKS.IN FISCAL 2022, PAUL SIMONS FOUNDATION ("PSF") MADE A CASH GRANT OF $9,500,000 TO AVALON; EXPENDITURES INCURRED BY AVALON WITH THESE FUNDS HAVE BEEN EXCLUDED FROM AVALON'S CALCULATION OF QUALIFYING DISTRIBUTIONS AND SHALL BE TREATED AS QUALIFYING DISTRIBUTIONS ON THE TAX RETURN OF PSF. THIS IS PERMITTED UNDER 53.4942(A)(3)(C)(1) BECAUSE: 1. NOT LATER THAN ONE YEAR AFTER THE END OF THE TAX YEAR IN WHICH AVALON RECEIVED FUNDING FROM PSF, IT MADE A DISTRIBUTION EQUAL TO THE FULL AMOUNT OF THE CONTRIBUTION; THE DISTRIBUTION CONSTITUTES A QUALIFYING DISTRIBUTION THAT IS TREATED AS BEING MADE OUT OF CORPUS (OR WOULD BE TREATED AS SUCH IF AVALON WERE A PRIVATE NON-OPERATING FOUNDATION), AND 2. AVALON HAS PROVIDED ADEQUATE RECORDS TO PSF THAT IT HAS ACTUALLY PAID OUT THE GRANTED FUNDS TO QUALIFYING SECTION 501(C)(3) GRANTEES.AVALON'S TOTAL QUALIFYING DISTRIBUTIONS IN FISCAL 2022 IS CALCULATED AS FOLLOWS: *TOTAL ADJUSTED QUALIFYING DISTRIBUTIONS PER PART XI, LINE 4: $7,745,528 *EXCLUDED PSF CONDUIT GIFT - $7,695,528 *TOTAL QUALIFYING DISTRIBUTIONS REPORTABLE ON PART XIII, LINES 2(C) AND (E): $50,000IN FISCAL 2022, AVALON PURCHASED ADDITIONAL FIXED ASSETS TO BE INCORPORATED INTO THE PRESERVE. THE FIXED ASSETS WERE VALUED AT $3,346,186 AND ARE INCLUDED IN PART XI, LINE 2 AS ASSETS THAT WILL BE USED DIRECTLY TO FULFILL AVALON'S CHARITABLE MISSION. |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $16,085,322 | $0 | $16,085,322 | $16,085,322 |
| LAND IMPROVEMENTS | $20,337,387 | $2,090,485 | $18,246,902 | $18,246,902 |
| BUILDING | $2,510,929 | $888,662 | $1,622,267 | $1,622,267 |
| BUILDING IMPROVEMENTS | $3,406,813 | $1,038,785 | $2,368,028 | $2,368,028 |
| FURNITURE & FIXTURES | $872,002 | $655,024 | $216,978 | $216,978 |
| EQUIPMENT | $900,408 | $411,490 | $488,918 | $488,918 |
| VEHICLES | $236,687 | $171,043 | $65,644 | $65,644 |
| ARTWORK | $314,275 | $119,848 | $194,427 | $194,427 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB, BLOCK & PARTNERS LLP | CategoryTxt |
| Legal Fees | $8,848 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,848 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SECURITY (RANGER PATROL) | $375,413 | $0 | $0 | $366,634 |
| PRESERVE EVENTS & PROGRAMS | $194,894 | $0 | $10,636 | $145,600 |
| PLANT CARE COSTS | $111,155 | $0 | $0 | $51,215 |
| REPAIRS & MAINTENANCE | $89,778 | $0 | $0 | $93,633 |
| INSURANCE | $86,509 | $0 | $0 | $83,150 |
| EQUIPMENT RENTAL & OTHER EXPENSES | $43,532 | $0 | $0 | $43,592 |
| PAYROLL/401(K) SERVICE FEES | $40,657 | $0 | $0 | $40,505 |
| OFFICE EXPENSES | $40,570 | $0 | $0 | $40,745 |
| AUTOMOBILE & TRUCK EXPENSES | $33,875 | $0 | $0 | $35,092 |
| MISCELLANEOUS EXPENSE | $15,000 | $0 | $0 | $0 |
| TECHNOLOGY EXPENSES | $7,528 | $0 | $0 | $7,528 |
| EMPLOYEE DEVELOPMENT & TRAINING | $6,286 | $0 | $0 | $6,286 |
| STORAGE FEES | $900 | $0 | $0 | $900 |
| STATE FILING FEES | $775 | $0 | $0 | $775 |
| BANK FEES | $14 | $14 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEEDLINGS PROGRAM REVENUES | Desc |
| Revenue And Expenses Per Books | $8,460 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $8,460 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INFO TECHNOLOGY CONSULTING | $21,674 | $0 | $0 | $36,009 |
| HAZARD PREVENTION CONSULTING | $12,450 | $0 | $0 | $12,450 |
| ARCHITECTURAL DESIGN & OTHER CONSULTING | $2,638 | $0 | $0 | $3,073 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $2,803 | $0 | $0 | $2,803 |
| CORPORATE TAXES | $539 | $0 | $0 | $0 |
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