HALCYON FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HALCYON FOUNDATION (EIN 13-6059784)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-01
- IRS object ID
- 201412749349300141
- Schema version
- 2013v3.1
- 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 | 2014-10-01T15:46:54-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203704273 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GR REID ASSOCIATES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TURNPIKE STE 400 | AddressLine1 |
| City | WOODBURY | City |
| State | NY | State |
| ZIP Code | 117971705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136059784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALCYON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALC | BusinessNameControlTxt |
| Phone | 2123700198 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 FIFTH AVENUE | AddressLine1 |
| Address Line2 | ROOM/SUITE 17 FL | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA HACKETT MUNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123700198 | PhoneNum |
| Signature | 2014-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN COHEN | PreparerPersonNm |
| PTIN | P00021402 | PTIN |
| Phone | 5168020100 | PhoneNum |
| Preparation | 2014-10-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | LINDA HACKETT MUNSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,700,898 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE AMERICAN MUSEUEM IN BRITAIN THROUGH ITS FUNDRAISING ACTIVITIES IN THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $287,388 | PYContributionsGrantsAmt |
| CY Contributions Grants | $345,999 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,850 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,600 | CYProgramServiceRevenueAmt |
| PY Investment Income | $144,666 | PYInvestmentIncomeAmt |
| CY Investment Income | $162,518 | CYInvestmentIncomeAmt |
| PY Other Revenue | $37,134 | PYOtherRevenueAmt |
| CY Other Revenue | $29,685 | CYOtherRevenueAmt |
| PY Total Revenue | $473,038 | PYTotalRevenueAmt |
| CY Total Revenue | $539,802 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $339,071 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $135,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $51,337 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $54,806 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $93,919 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $204,609 | PYOtherExpensesAmt |
| CY Other Expenses | $251,049 | CYOtherExpensesAmt |
| PY Total Expenses | $595,017 | PYTotalExpensesAmt |
| CY Total Expenses | $440,855 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$121,979 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $98,947 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,757,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,997,949 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $68,739 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,916 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,688,616 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,982,033 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT THE AMERICAN MUSEUEM IN BRITAIN THROUGH ITS FUNDRAISING ACTIVITIES IN THE UNITED STATES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $135,000 | ExpenseAmt |
| Grant | $135,000 | GrantAmt |
| Desc | SUPPORT OF AMERICAN MUSEUM IN BRITAIN | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $93,919 | ExpenseAmt |
| Desc | SUPPORT OF AMERICAN MUSEUM IN BRITAIN | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $93,919 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $228,919 | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | 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 | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | 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 | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALCYON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123700198 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 FIFTH AVENUE | AddressLine1 |
| Address Line2 | 17TH FLOOR | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| KATHERINE BURSACK | |||||
| ASSISTANT SE | 20.00 | Yes (X) | $47,969 | $0 | $0 |
| LINDA HACKETT MUNSON | |||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | |
| RICHARD W WALKER | |||||
| FIRST VICE P | Yes (X) | $0 | $0 | $0 | |
| MARY B CONRAD | |||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | |
| SUSAN GULLIA | |||||
| VICE PRESIDE | 5.00 | Yes (X) | $0 | $0 | $0 |
| CAROLYN MCDONALD | |||||
| VICE PRESIDE | 5.00 | Yes (X) | $0 | $0 | $0 |
| MARK E HARANZO | |||||
| SECRETARY& T | 5.00 | Yes (X) | $0 | $0 | $0 |
| BARBARA SLIFKA | |||||
| Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $47,969 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $23,400 | MembershipDuesAmt |
| All Other Contributions | $322,599 | AllOtherContributionsAmt |
| Noncash Contributions | $21,119 | NoncashContributionsAmt |
| Total Contributions | $345,999 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LECTURE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,600 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,600 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,600 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,112 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,112 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,600 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,600 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,600 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,600 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,159,019 | SecuritiesAmt |
| Other | $31,518 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,124,131 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,888 | SecuritiesAmt |
| Other | $31,518 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,406 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,406 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $60,050 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $36,965 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,085 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $539,802 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $170,718 | RelatedOrExemptFuncIncomeAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,000 | TotalAmt |
| Program Services | $135,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,969 | TotalAmt |
| Program Services | $15,990 | ProgramServicesAmt |
| Management And General | $15,990 | ManagementAndGeneralAmt |
| Fundraising | $15,989 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $833 | ProgramServicesAmt |
| Management And General | $833 | ManagementAndGeneralAmt |
| Fundraising | $834 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,337 | TotalAmt |
| Program Services | $1,446 | ProgramServicesAmt |
| Management And General | $1,446 | ManagementAndGeneralAmt |
| Fundraising | $1,445 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,348 | TotalAmt |
| Program Services | $22,116 | ProgramServicesAmt |
| Management And General | $22,116 | ManagementAndGeneralAmt |
| Fundraising | $22,116 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,805 | TotalAmt |
| Program Services | $11,268 | ProgramServicesAmt |
| Management And General | $11,268 | ManagementAndGeneralAmt |
| Fundraising | $11,269 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,770 | TotalAmt |
| Management And General | $16,770 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,815 | TotalAmt |
| Program Services | $3,605 | ProgramServicesAmt |
| Management And General | $3,605 | ManagementAndGeneralAmt |
| Fundraising | $3,605 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,366 | TotalAmt |
| Program Services | $788 | ProgramServicesAmt |
| Management And General | $789 | ManagementAndGeneralAmt |
| Fundraising | $789 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,432 | TotalAmt |
| Program Services | $12,477 | ProgramServicesAmt |
| Management And General | $12,477 | ManagementAndGeneralAmt |
| Fundraising | $12,478 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,305 | TotalAmt |
| Program Services | $1,102 | ProgramServicesAmt |
| Management And General | $1,102 | ManagementAndGeneralAmt |
| Fundraising | $1,101 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,696 | TotalAmt |
| Program Services | $899 | ProgramServicesAmt |
| Management And General | $899 | ManagementAndGeneralAmt |
| Fundraising | $898 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MUSEUM EXPENSE | $51,876 | $17,292 | $17,292 | $17,292 |
| TOUR EXPENSES | $7,328 | $7,328 | ||
| PRINTING | $6,108 | $2,036 | $2,036 | $2,036 |
| MISCELLANEOUS EXPENSES | $4,108 | $1,369 | $1,369 | $1,370 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,092 | TotalAmt |
| Program Services | $2,698 | ProgramServicesAmt |
| Management And General | $2,697 | ManagementAndGeneralAmt |
| Fundraising | $2,697 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,855 | TotalAmt |
| Program Services | $228,919 | ProgramServicesAmt |
| Management And General | $118,017 | ManagementAndGeneralAmt |
| Fundraising | $93,919 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,771 | BOYAmt |
| EOY | $115,048 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,321 | BOYAmt |
| EOY | $124,168 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,948 | BOYAmt |
| EOY | $22,548 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,510,668 | BOYAmt |
| EOY | $3,720,051 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,647 | BOYAmt |
| EOY | $16,134 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,757,355 | BOYAmt |
| EOY | $3,997,949 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,350 | BOYAmt |
| EOY | $15,826 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,389 | BOYAmt |
| EOY | $90 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,739 | BOYAmt |
| EOY | $15,916 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,544,027 | BOYAmt |
| EOY | $3,982,033 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,589 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,688,616 | BOYAmt |
| EOY | $3,982,033 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,757,355 | BOYAmt |
| EOY | $3,997,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $98,947 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $194,470 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $863,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $260,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $287,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $345,999 | CurrentTaxYearAmt |
| Total | $1,847,509 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $863,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $260,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $287,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $345,999 | CurrentTaxYearAmt |
| Total | $1,847,509 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,847,509 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,232 | CurrentTaxYearMinus1YearAmt |
| Total | $346,669 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $64 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,229 | CurrentTaxYearMinus1YearAmt |
| Total | $2,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,196,471 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $164,362 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84110 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 2,293 | 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
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL TAXES PAYABLE | $90 |
| DUE TO AMERICAN MUSEUM IN BRITAIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $90 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $734,272 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $194,470 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $194,470 | RevenueNotReportedAmt |
| Revenue Subtotal | $539,802 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $539,802 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $440,855 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $440,855 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $440,855 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Purpose Of Grant | SUPPORT OPS OF MUS | PurposeOfGrantTxt |
| Cash Grant | $135,000 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TWELFTH NIGHT | NameOfEvent1Amt |
| Gross Receipts Event1 | $22,300 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $22,300 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,188 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $5,408 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $500 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | J.THOMAS SAVAGE | NameOfEvent2Amt |
| Gross Receipts Event2 | $18,900 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $18,900 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $10,804 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $8,347 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $18,850 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $18,850 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,000 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $2,945 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $773 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $60,050 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $60,050 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,992 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,945 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,408 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,620 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,965 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $23,085 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | SUPPORT OF AMERICAN MUSEUM IN BRITAIN |
| FORM 990, PART VI | THE FORM 990 IS REVIEWED BY THE PRESIDENT,SENIOR VICE PRESIDENT & TREASURER ALL THREE ARE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990 IS PRESENTED TO THE ENTIRE BOARD AT ITS ANNUAL MEETING. LINE 15 NONE OF THE ORGANIZATION'S OFFICERS RECEIVE COMPENSATION. THE TREASURER IS A PARTNER OF THE LAW FIRM WHICH REPRESENTS THE ORGANIZATION. HIS FIRM CHARGES FEES BASED UPON TIME SPENT ON HOURLY RATES. THE FEES ARE REVIEWED BY THE PRESIDENT THROUGHOUT THE YEAR AND APPROVED BY THE ENTIRE BOARD AT THE ORGANIZATION'S ANNUAL MEETING, WITH THE TREASURER ABSTAINING FROM ANY VOTE. LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ALL MARKETING OR FUNDRAISING MATERIALS ARE PRODUCED BY THE ORGANIZATION DETAIL THIS FACT. LINE 12 C CONFLICT OF INTEREST POLICY REVIEWED AT ANNUAL MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE PESIDENT, SENIOR VICE PRESIDENT AND TREASURER, ALL THREE OF WHOM ARE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990 IS PRESENTED TO THE ENTIRE BOARD AT ITS ANNUAL MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CONFLICT OF INTEREST POLICY REVIEWED AT ANNUAL MEETING |
| FORM 990, PAGE 6, PART VI, LINE 15A | NONE OF THE ORGANIZATION'S OFFICERS RECEIVE COMPENSATION. THE TREASURER IS A PARTNER OF THE LAW FIRM THAT REPRESENTS THE ORGANIZATION. HIS FIRM CHARGES FEES BASED UPON THE TIME SPENT AND HOURLY RATE. THE FEES ARE REVIEWED BY THE PRESIDENT THROUGHOUT THE YEAR AND APPROVED BY THE ENTIRE BOARD AT THE ORGANIZATION'S ANNUAL MEETING WITH THE TREASURER ABSTAINING FROM ANY VOTE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ALL MARKETING & FUNDRAISING MATERIALS PRODUCED BY THE ORGANIZATION DETAIL THIS FACT. |
| FORM 990, PART XI | LINE 5 BALANCE OF 194,470 IS THE NET UNREALIZED GAIN ON INVESTMENTS . |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Address Line2ForeignAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN MUSEUM IN BRITAIN | ||||||||
| CLAVERTON MANOR | BATH | UK | UK | 501C3 | 9 | HALCYON | Yes (true) | |
| AMERICAN MUSEUM IN BRITAIN | ||||||||
| CLAVERTON MANOR | BATH | UK | UK | 501C3 | 9 | HALCYON | Yes (true) | BA2 7BD |
| 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 | false | 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 | false | 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 | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN MUSEUM IN BRITAIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $135,000 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL | MethodOfAmountDeterminationTxt |
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