ROYAL OAK FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROYAL OAK FOUNDATION INC (EIN 23-7349380)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201442259349301824
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-13T15:42:55-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST 42ND STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 | 237349380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROYAL OAK FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROYA | BusinessNameControlTxt |
| Phone | 2124802889 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST 35TH STREET SUITE 1200 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BOYD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2124802889 | PhoneNum |
| Signature | 2014-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN BERKOWITZ | PreparerPersonNm |
| PTIN | P00154047 | PTIN |
| Phone | 2126972299 | PhoneNum |
| 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) |
|---|---|---|
| Principal Officer | SEAN E SAWYER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST 35TH STREET SUITE 1200 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,232,957 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROYAL-OAK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | RAISING FUNDS FOR CONSERVATION OF HISTORIC PROPERTIES INCLUDING HOUSES AND GARDENS IN BRITAIN AND ELSEWHERE, AND SPONSORING EDUCATIONAL PROGRAMS WHICH ADDRESS ISSUES IN CONSERVATION AND PRESERVATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,732,194 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,240,752 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $309,217 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $377,046 | CYProgramServiceRevenueAmt |
| PY Investment Income | $114,971 | PYInvestmentIncomeAmt |
| CY Investment Income | $209,087 | CYInvestmentIncomeAmt |
| PY Other Revenue | $50,794 | PYOtherRevenueAmt |
| CY Other Revenue | $51,795 | CYOtherRevenueAmt |
| PY Total Revenue | $2,207,176 | PYTotalRevenueAmt |
| CY Total Revenue | $2,878,680 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $238,403 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $310,552 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $700,223 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $744,229 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $274,787 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $812,538 | PYOtherExpensesAmt |
| CY Other Expenses | $942,938 | CYOtherExpensesAmt |
| PY Total Expenses | $1,751,164 | PYTotalExpensesAmt |
| CY Total Expenses | $1,997,719 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $456,012 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $880,961 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,005,507 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,303,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $151,137 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,861 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,854,370 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,264,139 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ROYAL OAK FOUNDATION INSPIRES AMERICANS TO LEARN ABOUT, EXPERIENCE AND SUPPORT PLACES OF GREAT HISTORIC AND NATURAL SIGNIFICANCE IN THE UNITED KINGDOM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $681,420 | ExpenseAmt |
| Revenue | $377,046 | RevenueAmt |
| Desc | EDUCATION:SEMINARS, TOURS, LECTURES, AND EDUCATIONAL SOURCES ON PRESERVATION AND HISTORY OF ARCHITECTURE AND DECORATIVE INTERIORS, HOUSES, AND GARDENS. 101 LECTURES AND TOURS WERE HELD IN 2013. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $359,944 | ExpenseAmt |
| Grant | $310,552 | GrantAmt |
| Desc | PRESERVATION OF HISTORIC SITES:GRANTS TO SUPPORT PRIORITIES OF THE NATIONAL TRUST AND OTHER PRESERVATION SOCIETIES TO PRESERVE IMPORTANT AND HISTORIC SITES, AND GRANTS TO PRESERVE THE ENVIRONMENT. ALSO INCLUDES FULL AND PARTIAL SCHOLARSHIPS TO THE ATTINGHAM SUMMER SCHOOL PROGRAM WHICH DETERMINES ELIGIBILITY AND SELECTION OF RECIPIENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $439,149 | ExpenseAmt |
| Desc | MEMBERSHIP - PUBLIC RELATIONS PROGRAM TO MAKE THE GENERAL PUBLIC AWARE OF AND EXPERIENCE THE HISTORIC AND NATURAL SPACES IN ENGLAND, WALES AND NORTHERN IRELAND.FREE ENTRY TO OVER 350 PROPERTIES OF THE NATIONAL TRUST OF ENGLAND, WALES AND NORTHERN IRELAND AND OVER 100 PROPERTIES BELONGING TO THE NATIONAL TRUST FOR SCOTLAND, AND REDUCED ADMISSION PRICE FOR U.S. LECTURES AND TOURS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,480,513 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | 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 | MARILYN FOGARTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124802889 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST 35TH STREET SUITE 1200 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MRS HENRY J HEINZ II | ||||||
| HONORARY CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRUCE COLEMAN PERKINS | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LYNNE L RICKABAUGH | ||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL A BOYD | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| IAN DG HOOPER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETSY S BARBANELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID C BEAL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEIN BERRE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN BUOYMASTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PROF SIR DAVID N CANNADINE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN SOUTHERTON CLARK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY WILLIAMSON DART | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT C DAUM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA EBERLEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE BLACKWELL ERVIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE FAIRFAX | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD LEE FLEMING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAME HELEN GHOSH DCB | ||||||
| NATIONAL TRUST DIRECTOR-GENERAL | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN A HERDEG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN WHITNEY HUBBARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VALERIE M HUMPHREY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SIR SIMON JENKINS | ||||||
| NATIONAL TRUST CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE C KANAGA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS M KELLY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARILYN ROSS MILES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD A MONTGOMERY JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J RODNEY PLEASANTS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PROF SUSAN S SAMUELSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH DUGGAL TAGHIPOUR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| P COLEMAN TOWNSEND JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RENEE NICHOLS TUCEI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN L WARDEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN D WHITE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SEAN E SAWYER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $140,000 | $0 | $14,528 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $140,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $14,528 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $674,061 | MembershipDuesAmt |
| Fundraising | $186,237 | FundraisingAmt |
| All Other Contributions | $1,380,454 | AllOtherContributionsAmt |
| Noncash Contributions | $175,132 | NoncashContributionsAmt |
| Total Contributions | $2,240,752 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL PROGRAMS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $377,046 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $377,046 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $377,046 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,799 | TotalRevenueColumnAmt |
| Exclusion | $185,799 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,064 | TotalRevenueColumnAmt |
| Exclusion | $39,064 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $289,640 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $266,352 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,288 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,288 | TotalRevenueColumnAmt |
| Exclusion | $23,288 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $87,925 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $186,237 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $87,925 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,731 | TotalRevenueColumnAmt |
| Exclusion | $12,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,731 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,878,680 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $377,046 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $260,882 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,852 | TotalAmt |
| Program Services | $165,852 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,700 | TotalAmt |
| Program Services | $144,700 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,451 | TotalAmt |
| Program Services | $60,980 | ProgramServicesAmt |
| Management And General | $30,560 | ManagementAndGeneralAmt |
| Fundraising | $60,911 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,803 | TotalAmt |
| Program Services | $352,269 | ProgramServicesAmt |
| Management And General | $62,536 | ManagementAndGeneralAmt |
| Fundraising | $53,998 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,168 | TotalAmt |
| Program Services | $5,598 | ProgramServicesAmt |
| Management And General | $570 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,903 | TotalAmt |
| Program Services | $50,127 | ProgramServicesAmt |
| Management And General | $10,331 | ManagementAndGeneralAmt |
| Fundraising | $11,445 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,904 | TotalAmt |
| Program Services | $30,113 | ProgramServicesAmt |
| Management And General | $6,678 | ManagementAndGeneralAmt |
| Fundraising | $8,113 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,982 | TotalAmt |
| Management And General | $24,982 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,664 | TotalAmt |
| Management And General | $21,664 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,367 | TotalAmt |
| Program Services | $2,900 | ProgramServicesAmt |
| Management And General | $3,467 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,589 | TotalAmt |
| Program Services | $14,733 | ProgramServicesAmt |
| Management And General | $26,414 | ManagementAndGeneralAmt |
| Fundraising | $3,442 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,188 | TotalAmt |
| Program Services | $93,340 | ProgramServicesAmt |
| Management And General | $25,151 | ManagementAndGeneralAmt |
| Fundraising | $20,697 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,347 | TotalAmt |
| Program Services | $1,219 | ProgramServicesAmt |
| Management And General | $16,279 | ManagementAndGeneralAmt |
| Fundraising | $6,849 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,705 | TotalAmt |
| Program Services | $6,508 | ProgramServicesAmt |
| Management And General | $1,754 | ManagementAndGeneralAmt |
| Fundraising | $1,443 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,692 | TotalAmt |
| Management And General | $6,692 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| LECTURES AND TOURS | $376,994 | $376,994 | |
| MISSION RELATED MKTG | $119,429 | $51,026 | $68,403 |
| MEMBER SERVICES | $104,333 | $104,333 | |
| INDIRECT GALA EXPENSES | $32,091 | $32,091 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,557 | TotalAmt |
| Program Services | $19,821 | ProgramServicesAmt |
| Management And General | $5,341 | ManagementAndGeneralAmt |
| Fundraising | $7,395 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,997,719 | TotalAmt |
| Program Services | $1,480,513 | ProgramServicesAmt |
| Management And General | $242,419 | ManagementAndGeneralAmt |
| Fundraising | $274,787 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,643 | BOYAmt |
| EOY | $305,327 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $701,665 | BOYAmt |
| EOY | $1,379,085 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,331 | BOYAmt |
| EOY | $202,991 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,826 | BOYAmt |
| EOY | $20,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,491 | BOYAmt |
| EOY | $27,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $279,878 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $125,737 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,820 | BOYAmt |
| EOY | $154,141 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,979,186 | BOYAmt |
| EOY | $4,559,541 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,545 | BOYAmt |
| EOY | $653,436 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,005,507 | BOYAmt |
| EOY | $7,303,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,787 | BOYAmt |
| EOY | $29,310 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,350 | BOYAmt |
| EOY | $5,200 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,351 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,137 | BOYAmt |
| EOY | $38,861 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,986,002 | BOYAmt |
| EOY | $6,313,021 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $868,368 | BOYAmt |
| EOY | $951,118 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,854,370 | BOYAmt |
| EOY | $7,264,139 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,005,507 | BOYAmt |
| EOY | $7,303,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $880,961 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $528,808 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,831,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,777,426 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,881,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,732,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,240,752 | CurrentTaxYearAmt |
| Total | $9,463,392 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,831,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,777,426 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,881,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,732,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,240,752 | CurrentTaxYearAmt |
| Total | $9,463,392 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,127,603 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,335,789 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $224,863 | CurrentTaxYearAmt |
| Total | $672,897 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $4,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,731 | CurrentTaxYearAmt |
| Total | $34,263 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,170,552 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,762,415 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $10 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $10 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LETTERS WERE WRITTEN BY THE EXECUTIVE DIRECTOR IN JULY 2013 RELATING TO VISAS AVAILABLE TO AMERICANS TRAVELLING TO CUBA FOR EDUCATIONAL TRIPS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,552 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,023 | DepreciationAmt |
| Book Value | $11,529 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $226,326 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,714 | DepreciationAmt |
| Book Value | $142,612 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $154,141 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CHARITABLE REMAINDER TRUSTS RECEIVABLE | $591,257 |
| SECURITY DEPOSIT | $29,108 |
| CASH SURRENDER VALUE | $33,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $653,436 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,385,824 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $528,808 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $528,808 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,857,016 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,664 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $21,664 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,878,680 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,976,055 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,976,055 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $21,664 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $21,664 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,997,719 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED ALL INCOME TAX POSITIONS AND CONCLUDED THAT NO DISCLOSURES RELATING TO UNCERTAIN TAX POSITIONS ARE REQUIRED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | UK EDUCATION AND STUDY TOUR | $65,804 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | $275,552 | |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $351,356 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $351,356 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (13 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | REWARD TRUST PROPERTY | $11,652 | CASH |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | DRY STONE WALL REPAIR | $11,000 | CASH |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | ACQUISITION OF CHATTELS | $96,500 | CASH |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PRESERVATION | $2,100 | CASH |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | CONSERVATION OF LAND | $4,600 | CASH |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | GARDEN RESTORATION | $30,000 | CASH |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESTORATION & APPRENTICESHIPS | $79,800 | CASH |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESTORATION | $1,500 | CASH |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | $2,700 | CASH | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | $4,500 | CASH | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESTORATION | $1,500 | CASH |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH & PUBLICATION | $29,700 | CASH |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | BLICKING HALL LIBRARY | $10,000 | CASH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IT IS THE POLICY OF THE ROYAL OAK FOUNDATION BOARD OF DIRECTORS TO REQUIRE ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION TO DO SO IN WRITING, IDENTIFYING NEED FOR SUCH GRANTS, AND SPECIFYING THE USE TO WHICH THE GRANT WILL BE PUT. A THOROUGH EXAMINATION OF THE PROJECT FOR WHICH THE GRANT IS SOUGHT IS THEN UNDERTAKEN BY THE BOARD'S GRANTS COMMITTEE, AND ANY FURTHER INFORMATION WHICH THE BOARD DEEMS RELEVANT IS OBTAINED FROM THE APPLICANT BEFORE A DECISION IS MADE. IF THE BOARD ULTIMATELY DECIDES TO SUPPORT A PROJECT, A GRANT WILL BE MADE ON CONDITION THAT THE RECIPIENT AGREES TO USE THE GRANT SOLELY FOR THE PURPOSES SET FORTH IN THE TERMS OF THE GRANT AND ON THE FURTHER CONDITION THAT IT AGREES TO RENDER AN ACCOUNTING TO THE FOUNDATION WITHIN A REASONABLE TIME DETAILING HOW THE FUNDS WERE ACTUALLY SPENT. THE RECIPIENT WILL ALSO BE REQUIRED TO AGREE TO RETURN THE GRANT TO THE FOUNDATION IF IT IS UNABLE TO COMPLY WITH THE CONDITIONS SET FORTH THEREIN. THE LAWS OF THE UNITED STATES OF AMERICA GOVERN THE GRANT. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $274,162 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $186,237 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $87,925 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $24,812 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $46,628 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $16,485 | EntertainmentEvent1Amt |
| Gross Receipts Total | $274,162 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $186,237 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $87,925 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $24,812 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $46,628 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $16,485 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $87,925 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE ATTINGHAM SUMMER SCHOOL | |||||||
| 307 SEVENTH AVENUE SUITE 1201 | NEW YORK | NY | 10001 | 136141870 | 501(C)(3) | $22,500 | TO PROVIDE SCHOLARSHIPS FOR SUCCESSFUL APPLICANTS TO STUDY IN THE UK. |
| THE VICTORIAN SOCIETY | |||||||
| 1636 SANSOM STREET | PHILADELPHIA | PA | 19103 | 231710978 | 501(C)(3) | $2,500 | TO PROVIDE A SCHOLARSHIP FOR A NATIONAL TRUST (UK) STAFF MEMBER TO COME TO THE US TO STUDY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IT IS THE POLICY OF THE ROYAL OAK FOUNDATION BOARD OF DIRECTORS TO REQUIRE ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION TO DO SO IN WRITING, IDENTIFYING NEED FOR SUCH GRANTS, AND SPECIFYING THE USE TO WHICH THE GRANT WILL BE PUT. A THOROUGH EXAMINATION OF THE PROJECT FOR WHICH THE GRANT IS SOUGHT IS THEN UNDERTAKEN BY THE BOARD'S GRANTS COMMITTEE, AND ANY FURTHER INFORMATION WHICH THE BOARD DEEMS RELEVANT IS OBTAINED FROM THE APPLICANT BEFORE A DECISION IS MADE. IF THE BOARD ULTIMATELY DECIDES TO SUPPORT A PROJECT, A GRANT WILL BE MADE ON CONDITION THAT THE RECIPIENT AGREES TO USE THE GRANT SOLELY FOR THE PURPOSES SET FORTH IN THE TERMS OF THE GRANT AND ON THE FURTHER CONDITION THAT IT AGREES TO RENDER AN ACCOUNTING TO THE FOUNDATION WITHIN A REASONABLE TIME DETAILING HOW THE FUNDS WERE ACTUALLY SPENT. THE RECIPIENT WILL ALSO BE REQUIRED TO AGREE TO RETURN THE GRANT TO THE FOUNDATION IF IT IS UNABLE TO COMPLY WITH THE CONDITIONS SET FORTH THEREIN. THE LAWS OF THE UNITED STATES OF AMERICA GOVERN THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN E SAWYER | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $135,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $5,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,400 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,128 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $154,528 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $19,034 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL PRICE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $150,320 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GALA GIFT-BAG | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,778 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | EXECUTIVE COMMITTEE COMPOSED OF OFFICERS AND CHAIRMEN OF BOARD COMMITTEES, AND HAS AUTHORITY OF THE BOARD EXCEPT FILLING DIRECTOR VACANCIES, FIXING OF COMPENSATION OF DIRECTORS, AND AMENDING BY-LAWS OR BOARD RESOLUTIONS. NEW BY-LAWS WERE ADOPTED IN DECEMBER 2013. |
| FORM 990, PART VI, SECTION A, LINE 4 | NEW BY-LAWS WERE ADOPTED BY THE ORGANIZATION IN DECEMBER 2013 |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 WAS DISTRIBUTED TO THE FULL BOARD FOR REVIEW AND COMMENT BEFORE IT WAS SIGNED AND FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS ARE REQUIRED TO SIGN A POLICY STATEMENT ANNUALLY TO DISAVOW ANY CONFLICT OF INTEREST. OTHERWISE, IF THE DIRECTOR HAS AN EXISTING, PERCEIVED OR POTENTIAL CONFLICT OF INTEREST, HE OR SHE MUST PROMPTLY DISCLOSE IT TO THE CHAIRMAN. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIRMAN OF THE BOARD DETERMINES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IN CONSULTATION WITH THE OFFICERS. THE EXECUTIVE DIRECTOR DETERMINES THE COMPENSATION FOR ALL EMPLOYEES. THE ORGANIZATION'S STAFF HAVE ANNUAL PERFORMANCE REVIEWS WITH THEIR SUPERVISORS. SALARY SURVEYS OF OTHER COMPARABLE NY AREA NOT-FOR-PROFIT ORGANIZATIONS ARE REVIEWED AND CONSIDERED WHEN SETTING NEW SALARIES OR CONSIDERING INCREASES FOR ALL STAFF, INCLUDING THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
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