LEGACY THEATRE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: LEGACY THEATRE (EIN 45-2855557)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-14
IRS object ID: 202203189349301820
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
Schedule A
Schedule B
Schedule D
Schedule G
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T07:34:18-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	061386456	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	T M BYXBEE COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 187169	AddressLine1Txt
City	HAMDEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06518	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	452855557	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE LEGACY THEATRE INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LEGA	BusinessNameControlTxt
Phone	2032085504	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	128 THIMBLE ISLANDS RD	AddressLine1Txt
City	BRANFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06405	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN L WILLIAMS	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	2032085504	PhoneNum
Signature	2022-10-27	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOHN	PersonFirstNm
Person Last	WILLIAMS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRITTANY O'MARA	PreparerPersonNm
PTIN	P01575340	PTIN
Phone	2032814933	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	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JOHN L WILLIAMS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	128 THIMBLE ISLANDS RD	AddressLine1Txt
City	BRANFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06405	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,502,199	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.LEGACYTHEATRECT.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2011	FormationYr
Legal Domicile State	CT	LegalDomicileStateCd
Activity Or Mission	THE LEGACY THEATRE IS A PROFESSIONAL THEATER COMPANY THAT ENHANCES THE CONNECTICUT SHORELINE'S ECONOMY, EDUCATIONAL OPPORTUNITIES AND QUALITY OF LIFE THROUGH LIVE THEATER AND RELATED PROGRAMS.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	11	TotalEmployeeCnt
Total Volunteers	4	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$202,654	PYContributionsGrantsAmt
CY Contributions Grants	$999,577	CYContributionsGrantsAmt
PY Program Service Revenue	$2,149	PYProgramServiceRevenueAmt
CY Program Service Revenue	$299,665	CYProgramServiceRevenueAmt
PY Investment Income	$0	PYInvestmentIncomeAmt
CY Investment Income	-$2,280	CYInvestmentIncomeAmt
PY Other Revenue	$6,623	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$211,426	PYTotalRevenueAmt
CY Total Revenue	$1,296,962	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$87,543	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$182,485	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$14,000	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$15,088	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$103,251	CYTotalFundraisingExpenseAmt
PY Other Expenses	$84,275	PYOtherExpensesAmt
CY Other Expenses	$823,102	CYOtherExpensesAmt
PY Total Expenses	$185,818	PYTotalExpensesAmt
CY Total Expenses	$1,020,675	CYTotalExpensesAmt
PY Revenues Less Expenses	$25,608	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$276,287	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,637,379	TotalAssetsBOYAmt
Total Assets EOY	$5,919,572	TotalAssetsEOYAmt
Total Liabilities BOY	$3,400,615	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$4,406,521	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,236,764	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,513,051	NetAssetsOrFundBalancesEOYAmt
Mission	THE LEGACY THEATRE IS A PROFESSIONAL THEATER COMPANY THAT ENHANCES THE CONNECTICUT SHORELINE'S ECONOMY, EDUCATIONAL OPPORTUNITIES AND QUALITY OF LIFE THROUGH LIVE THEATER AND RELATED PROGRAMS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$510,675	ExpenseAmt
Revenue	$299,665	RevenueAmt
Desc	2021 SEASON OF PERFORMANCES, EVENTS, CLASSES AND WORKSHOPS.	Desc
Total Program Service Expenses	$510,675	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	503973	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	11	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE LEGACY THEATRE INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2032085504	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	128 THIMBLE ISLAND RD	AddressLine1Txt
City	BRANFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06405	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
STEPHANIE WILLIAMS
PRESIDENT	40.00	Yes (X)	Yes (X)	$1,800	$0	$0
JANA SHEA
VICE PRESIDENT	3.00	Yes (X)	Yes (X)	$0	$0	$0
KATHLEEN MURPHY
SECRETARY	5.00	Yes (X)	Yes (X)	$0	$0	$0
JOHN WILLIAMS
TREASURER	10.00	Yes (X)	Yes (X)	$0	$0	$0
EARL TUCKER
TRUSTEE	3.00	Yes (X)		$0	$0	$0
ALETA STATON
TRUSTEE	3.00	Yes (X)		$0	$0	$0
TOM SHEA
TRUSTEE	3.00	Yes (X)		$0	$0	$0
KATINA GIONTERIS
TRUSTEE	3.00	Yes (X)		$0	$0	$0
DAMIAN DORIA
TRUSTEE	10.00	Yes (X)		$0	$0	$0
BRIAN KNUDSEN
TRUSTEE	10.00	Yes (X)		$0	$0	$0
KEELY BAISDEN KNUDSEN
ARTISTIC DIRECTOR	40.00	Yes (X)	Yes (X)	$63,852	$0	$0
CHARLES GRADY
TRUSTEE	3.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$65,652	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OR&L CONSTRUCTION CORP	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2 SUMMIT PL	AddressLine1Txt
City	BRANFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06405	ZIPCd

Field	Value	IRS element (for citing)
Services	THEATER CONSTRUCTION	ServicesDesc
Compensation	$1,116,995	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$999,577	AllOtherContributionsAmt
Total Contributions	$999,577	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	PERFORMANCE, CLASS & E	Desc
Business	711110	BusinessCd
Total Revenue Column	$299,665	TotalRevenueColumnAmt
Related Or Exempt Func Income	$299,665	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$299,665	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$369	TotalRevenueColumnAmt
Exclusion	$369	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$202,588	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$205,237	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$2,649	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$2,649	TotalRevenueColumnAmt
Exclusion	-$2,649	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,296,962	TotalRevenueColumnAmt
Related Or Exempt Func Income	$299,665	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$2,280	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$63,852	TotalAmt
Program Services	$40,172	ProgramServicesAmt
Management And General	$11,840	ManagementAndGeneralAmt
Fundraising	$11,840	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$95,385	TotalAmt
Program Services	$38,598	ProgramServicesAmt
Management And General	$47,773	ManagementAndGeneralAmt
Fundraising	$9,014	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$10,733	TotalAmt
Program Services	$10,733	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$12,515	TotalAmt
Program Services	$5,982	ProgramServicesAmt
Management And General	$5,166	ManagementAndGeneralAmt
Fundraising	$1,367	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$6,328	TotalAmt
Management And General	$6,328	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$5,150	TotalAmt
Management And General	$5,150	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$15,088	TotalAmt
Fundraising	$15,088	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$86,643	TotalAmt
Program Services	$16,100	ProgramServicesAmt
Management And General	$60,807	ManagementAndGeneralAmt
Fundraising	$9,736	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$22,239	TotalAmt
Program Services	$8,516	ProgramServicesAmt
Management And General	$10,943	ManagementAndGeneralAmt
Fundraising	$2,780	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$30,451	TotalAmt
Program Services	$11,661	ProgramServicesAmt
Management And General	$14,984	ManagementAndGeneralAmt
Fundraising	$3,806	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$63,984	TotalAmt
Program Services	$24,501	ProgramServicesAmt
Management And General	$31,485	ManagementAndGeneralAmt
Fundraising	$7,998	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$52,799	TotalAmt
Management And General	$52,799	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$228,611	TotalAmt
Program Services	$80,014	ProgramServicesAmt
Management And General	$112,019	ManagementAndGeneralAmt
Fundraising	$36,578	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$19,819	TotalAmt
Program Services	$7,589	ProgramServicesAmt
Management And General	$9,753	ManagementAndGeneralAmt
Fundraising	$2,477	FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DIRECT EVENT COSTS	$258,946	$258,946
OTHER EXPENSES	$48,132	$7,863	$37,702	$2,567

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,020,675	TotalAmt
Program Services	$510,675	ProgramServicesAmt
Management And General	$406,749	ManagementAndGeneralAmt
Fundraising	$103,251	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$482,411	BOYAmt
EOY	$231,266	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$500	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,916,417	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$228,611	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,154,968	BOYAmt
EOY	$5,687,806	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,637,379	BOYAmt
EOY	$5,919,572	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$1,400,000	BOYAmt
EOY	$2,400,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,000,615	BOYAmt
EOY	$2,006,521	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,400,615	BOYAmt
EOY	$4,406,521	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,236,764	BOYAmt
EOY	$1,513,051	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,236,764	BOYAmt
EOY	$1,513,051	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,637,379	BOYAmt
EOY	$5,919,572	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$276,287	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	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	$496,692	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,159,507	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$127,019	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$202,654	CurrentTaxYearMinus1YearAmt
Current Tax Year	$999,577	CurrentTaxYearAmt
Total	$2,985,449	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$26,050	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$68,019	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$27,265	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,771	CurrentTaxYearMinus1YearAmt
Current Tax Year	$299,665	CurrentTaxYearAmt
Total	$433,770	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$522,742	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,227,526	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$154,284	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$215,425	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,299,242	CurrentTaxYearAmt
Total	$3,419,219	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$421,762	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,117,794	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$74,915	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$93,164	CurrentTaxYearMinus1YearAmt
Current Tax Year	$466,756	CurrentTaxYearAmt
Total	$2,174,391	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$421,762	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,117,794	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$74,915	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$93,164	CurrentTaxYearMinus1YearAmt
Current Tax Year	$466,756	CurrentTaxYearAmt
Total	$2,174,391	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$1,244,828	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$591	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,209	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$369	CurrentTaxYearAmt
Total	$2,169	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$591	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,209	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$369	CurrentTaxYearAmt
Total	$2,169	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$522,742	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,228,117	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$155,493	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$215,425	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,299,611	CurrentTaxYearAmt
Total	$3,421,388	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.36380	PublicSupportCY509Pct
Investment Income CY	0.00060	InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART III, SHORT YEAR EXPLANATION:	FormAndLineReferenceDesc
Explanation	2020 FORM 990 IS SHORT YEAR FOR 7/1/2020 - 12/31/2020	ExplanationTxt

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	$130,000	OtherCostOrOtherBasisAmt
Book Value	$130,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,797,279	OtherCostOrOtherBasisAmt
Depreciation	$87,130	DepreciationAmt
Book Value	$4,710,149	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$908,815	OtherCostOrOtherBasisAmt
Depreciation	$129,863	DepreciationAmt
Book Value	$778,952	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$80,323	OtherCostOrOtherBasisAmt
Depreciation	$11,618	DepreciationAmt
Book Value	$68,705	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$5,687,806	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
LINE OF CREDIT	$2,000,000
GIFT CERTIFICATES	$6,487
SALES TAX PAYABLE	$34

Field	Value	IRS element (for citing)
Total Liability	$2,006,521	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$1,296,962	TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$1,296,962	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,296,962	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,020,675	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$1,020,675	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,020,675	TotalExpensesPerForm990Amt

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Field	Value	IRS element (for citing)
Person	MARY LEE WEBER	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3 LONG POINT RD	AddressLine1Txt
City	BRANFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06405	ZIPCd

Field	Value	IRS element (for citing)
Activity	FUNDRAISING	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$0	GrossReceiptsAmt
Retained By Contractor	$15,080	RetainedByContractorAmt
Net To Organization	-$15,080	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Retained By Contractors	$15,080	TotalRetainedByContractorsAmt
Total Net To Organization	-$15,080	TotalNetToOrganizationAmt
Licensed States	CT	LicensedStatesCd

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan To OrganizationLoanToOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
JOHN AND STEPHANIE WILLIAMS (OAK TREE MANAGEMENT)
TRUSTEES	PROPERTY	Yes (X)	$400,000	$400,000	0	Yes (1)	Yes (1)
JOHN AND STEPHANIE WILLIAMS
TRUSTEES	THEATER RENOVATION LINE OF CREDIT	Yes (X)	$2,000,000	$2,000,000	0	Yes (1)	Yes (1)

Field	Value	IRS element (for citing)
Total Balance Due	$2,400,000	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	JOHN AND STEPHANIE WILLIAMS	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	TRUSTEES	RelationshipDescriptionTxt
Transaction	$1,000,000	TransactionAmt
Transaction	INCREASED LINE OF CREDIT BORROWINGS	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	STEPHANIE AND JOHN WILLIAMS ARE MARRIED. TOM AND JANA SHEA ARE MARRIED. BRIAN AND KEELY KNUDSEN ARE MARRIED.
FORM 990, PART VI, SECTION B, LINE 11B	THE COMPLETED 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR REVIEW AFTER COMPLETE OVERVIEW HAS BEEN MADE BY THE FINANCE COMMITTEE FOR COMMENT BEFORE SUBMITTING THE DOCUMENT TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY ADOPTED BY THE ORGANIZATION AT ITS ONSET IS REVIEWED AT THE ANNUAL BOARD MEETING BY ALL DIRECTORS AND EACH PERSON MUST FILL OUT A FORM THAT DISCLOSES ANY CONFLICT TO BE MADE KNOWN AND DISCUSSED AMONG THE BOARD. THESE FORMS ARE KEPT ON FILE WITH THE ORGANIZATION'S RECORDS.
FORM 990, PART VI, SECTION B, LINE 15A	COMPENSATIONS ARE DETERMINED BY COMPARABLE COMPENSATIONS MADE WITHIN THE FIELD AS DETERMINED BY THE THEATRE GROUP COMMUNICATIONS, INC. WHICH PUBLISHES AN ANNUAL ACCOUNT OF RANGES OF PROFESSIONAL THEATER COMPANIES THROUGHOUT THE NATION AND THEIR COMPENSATION RANGES, BASED ON SIZE, OUTREACH, AND SCOPE.
FORM 990, PART VI, SECTION C, LINE 19	THE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AS STATED ON THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE THROUGH PUBLIC INSPECTION THROUGH SITES SUCH AS GUIDESTAR.
FORM 990 PART XII LINE 2C	BOARD OF TRUSTEES VOTES ON AUDITOR AND TO REVIEW AND ACCEPT AUDITOR REPORT