HALCYON FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HALCYON FOUNDATION (EIN 13-6059784)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201303189349304325
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-14T13:23:18-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANTON AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST 57TH STREET 5TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100193411 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136059784 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALCYON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % HALCYON FOUNDATION | InCareOfName |
| Name Control | HALC | NameControl |
| Phone | 2123700198 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1 |
| Address Line2 | Suite 20TH FL | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK HARANZO | Name |
| Title | TREASURER | Title |
| Phone | 2123700198 | Phone |
| Date Signed | 2013-10-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY SHLEFSTEIN CPA | Name |
| Phone | 2125831100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LINDA HACKET MUNSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 923301 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT THE AMERICAN MUSEUM IN BRITAIN THROUGH ITS FUNDRAISING ACTIVITIES IN THE UNITED STATES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 260652 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 287387 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9500 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3850 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 116549 | InvestmentIncomePriorYear |
| Investment Income Current Year | 166887 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 25074 | OtherRevenuePriorYear |
| Other Revenue Current Year | 34905 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 411775 | TotalRevenuePriorYear |
| Total Revenue Current Year | 493029 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 376686 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 339071 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 69868 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 51337 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 88870 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 164336 | OtherExpensePriorYear |
| Other Expenses Current Year | 224600 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 610890 | TotalExpensesPriorYear |
| Total Expenses Current Year | 615008 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -199115 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -121979 | RevenuesLessExpensesCY |
| Total Assets BOY | 3694527 | TotalAssetsBOY |
| Total Assets EOY | 3757355 | TotalAssetsEOY |
| Total Liabilities BOY | 19309 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 68739 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3675218 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3688616 | NetAssetsOrFundBalancesEOY |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 429294 | Expense |
| Grants | 339071 | Grants |
| Revenue | 3850 | Revenue |
| Description | SUPPORT OF AMERICAN MUSEUM IN BRITAIN | Description |
| Total Program Service Expense | 429294 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | HALCYON FOUNDATION | NamePerson |
| Telephone Number | 2123700198 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| LINDA HACKETT MUNSON | ||||||
| PRESIDENT | 0.0 | 0.0 | X | 0 | 0 | 0 |
| RICHARD W WALKER | ||||||
| FIRST VICE PRESIDENT | 0.0 | 0.0 | X | 0 | ||
| MARY B CONRAD | ||||||
| VICE PRESIDENT | 0.0 | 0.0 | X | 0 | ||
| SUSAN GULLIA | ||||||
| VICE PRESIDENT | 0.0 | 5.0 | X | 0 | ||
| CAROLYN MCDONALD | ||||||
| VICE PRESIDENT | 0.0 | 5.0 | X | 0 | ||
| MARK E HARANZO | ||||||
| SECRETARY & TREASURER | 0.0 | 5.0 | X | 0 | ||
| KATHERINE BURSACK | ||||||
| ASSISTANT SECRETARY | 0.0 | 20.0 | X | 46869 | 0 | 0 |
| BARBARA SLIFKA | ||||||
| VICE PRESIDENT | 0.0 | 0.0 | X | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 46869 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 22485 | MembershipDues |
| Fundraising Events | 11620 | FundraisingEvents |
| All Other Contributions | 253282 | AllOtherContributions |
| Noncash Contributions | 7277 | NoncashContributions |
| Total Contributions | 287387 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LECTURE INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3850 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3850 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3850 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 129453 | TotalRevenueColumn |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6900 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6900 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6900 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 385637 | Securities |
| Other | 24024 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 372227 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13410 | Securities |
| Other | 24024 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37434 | TotalRevenueColumn |
| Exclusion | $37,434 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 86050 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 11620 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 58045 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28005 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 493029 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3850 | RelatedOrExemptFunctionIncome |
| Exclusion | $37,434 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339071 | Total |
| Program Services | 339071 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46869 | Total |
| Program Services | 15623 | ProgramServices |
| Management And General | 15623 | ManagementAndGeneral |
| Fundraising | 15623 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4468 | Total |
| Program Services | 1490 | ProgramServices |
| Management And General | 1489 | ManagementAndGeneral |
| Fundraising | 1489 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50527 | Total |
| Program Services | 16843 | ProgramServices |
| Management And General | 16842 | ManagementAndGeneral |
| Fundraising | 16842 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14730 | Total |
| Program Services | 4910 | ProgramServices |
| Management And General | 4910 | ManagementAndGeneral |
| Fundraising | 4910 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19991 | Total |
| Program Services | 6663 | ProgramServices |
| Management And General | 6664 | ManagementAndGeneral |
| Fundraising | 6664 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13051 | Total |
| Program Services | 4351 | ProgramServices |
| Management And General | 4351 | ManagementAndGeneral |
| Fundraising | 4349 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2614 | Total |
| Program Services | 871 | ProgramServices |
| Management And General | 871 | ManagementAndGeneral |
| Fundraising | 872 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36426 | Total |
| Program Services | 12142 | ProgramServices |
| Management And General | 12142 | ManagementAndGeneral |
| Fundraising | 12142 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2325 | Total |
| Program Services | 775 | ProgramServices |
| Management And General | 775 | ManagementAndGeneral |
| Fundraising | 775 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LECTURE EXPENSES | 1348 | 1348 | ||
| TOUR EXPENSES | 7970 | 7970 | ||
| TELEPHONE EXPENSE | 1716 | 572 | 572 | 572 |
| PRINTING | 3674 | 1225 | 1225 | 1224 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70228 | Total |
| Program Services | 23410 | ProgramServices |
| Management And General | 23410 | ManagementAndGeneral |
| Fundraising | 23408 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 615008 | Total |
| Program Services | 429294 | ProgramServices |
| Management And General | 96844 | ManagementAndGeneral |
| Fundraising | 88870 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95243 | BOY |
| EOY | 64771 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365742 | BOY |
| EOY | 111321 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67948 | BOY |
| EOY | 43948 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7889 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7174 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7174 | LandBldgEquipmentAccumDeprec |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3155505 | BOY |
| EOY | 3510668 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2200 | BOY |
| EOY | 26647 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3694527 | BOY |
| EOY | 3757355 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12390 | BOY |
| EOY | 20350 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6919 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 48389 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19309 | BOY |
| EOY | 68739 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3520528 | BOY |
| EOY | 3544027 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154690 | BOY |
| EOY | 144589 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3675218 | BOY |
| EOY | 3688616 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3694527 | BOY |
| EOY | 3757355 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -121979 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 135377 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 499078 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 863361 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 90109 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 260652 | CurrentTaxYearMinus1Year |
| Current Tax Year | 287388 | CurrentTaxYear |
| Total | 2000588 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 499078 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 863361 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 90109 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 260652 | CurrentTaxYearMinus1Year |
| Current Tax Year | 287388 | CurrentTaxYear |
| Total | 2000588 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2000588 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 81987 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75322 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 70661 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 93454 | CurrentTaxYearMinus1Year |
| Current Tax Year | 107232 | CurrentTaxYear |
| Total | 428656 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 64 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2229 | CurrentTaxYear |
| Total | 2293 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2431537 | TotalSupport |
| Public Support Pertcentage170 | 0.82277 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.52550 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AMERICAN MUSEUM IN BRITAIN | Description |
| Amount | $48,389 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 48389 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 686450 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 135376 | NetUnrealizedGainsInvestments |
| Other Revenues | 58045 | OtherRevenues |
| Revenue Not Rptd F990 | 193421 | RevenueNotRptdF990 |
| Revenue Subtotal | 493029 | RevenueSubtotal |
| Total Revenue Per Form990 | 493029 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 673053 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 58045 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 58045 | ExpensesNotRptdF990 |
| Expenses Subtotal | 615008 | ExpensesSubtotal |
| Total Expenses Per Form990 | 615008 | TotalExpensesPerForm990 |
| Form990 Schedule D Part XIII | Form990ScheduleDPartXIII | |
| Form990 Schedule D Part XIII | Form990ScheduleDPartXIII | |
| Form990 Schedule D Part XIII | Form990ScheduleDPartXIII | |
| Form990 Schedule D Part XIII | Form990ScheduleDPartXIII | |
| Form990 Schedule D Part XIII | Form990ScheduleDPartXIII | |
| Form990 Schedule D Part XIII | Form990ScheduleDPartXIII |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | Region |
| Type Of Activities Conducted | Grantmaking | TypeOfActivitiesConducted |
| Specific Services Provided | MUSEUM | SpecificServicesProvided |
| Total Expenditures | 339071 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 339071 | SubtotalAmountSpent |
| Total Amount Spent | 339071 | TotalAmountSpent |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NICE WORK | NameOfEvent1 |
| Gross Receipts Event1 | 36700 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2500 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 34200 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 16670 | OtherDirectExpensesEvent1 |
| Name Of Event2 | STEVE ROSS | NameOfEvent2 |
| Gross Receipts Event2 | 23070 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 2670 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 20400 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 21817 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 41750 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 6450 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 35300 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 19558 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 101520 | GrossReceiptsTotal |
| Charitable Contributions Total | 11620 | CharitableContributionsTotal |
| Gross Revenue Total Events | 89900 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 58045 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 58045 | DirectExpenseSummaryEvents |
| Net Income Summary | 31855 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LINE 11A AND 11B | PART VI | The Form 990 is reviewed by the President, 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. |
| LINE 15 | PART VI | None of the organization's officers receive compensation. The Treasurer is a Partner of the Law Firm who represents the organiztion. His firm charges fees based upon time spent and 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 | PART VI | The Organization's governing documents, Conflicts of Interest Policy and financial statements are available to the public upon request. All marketing or fundraising materials produced by the organization detail this fact. |
| LINE 5 | PART XI | Balance of $135,377 is the net Unrealized gain in investments |
| LINE 12C | PART VI | Conflict of interest policy reviewed at annual meeting |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:POSTAGE AND SHIPPING TOTAL EXPENSES:37043 PROGRAM SERVICES:12348 MANAGEMENT AND GENERAL:12348 FUNDRAISING:12347 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:MUSEUM EXPENSE TOTAL EXPENSES:10839 PROGRAM SERVICES:3613 MANAGEMENT AND GENERAL:3613 FUNDRAISING:3613 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:BANK AND CREDIT CARD FEES TOTAL EXPENSES:4286 PROGRAM SERVICES:1429 MANAGEMENT AND GENERAL:1429 FUNDRAISING:1428 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:MISCELLANEOUS EXPENSE TOTAL EXPENSES:18060 PROGRAM SERVICES:6020 MANAGEMENT AND GENERAL:6020 FUNDRAISING:6020 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN MUSEUM IN BRITAIN | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CLAVERTON MANOR | AddressLine1 |
| City | BATH | City |
| Country | UK | Country |
| Postal Code | BA2 7BD | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270214011 | EIN |
| Primary Activities | MUSEUM | PrimaryActivities |
| Legal Domicile Foreign Country | UK | LegalDomicileForeignCountry |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(2) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALCYON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN MUSEUM IN BRITAIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionType |
| Amount Involved | 339071 | AmountInvolved |
| Method Of Amt Determination | ACTUAL | MethodOfAmtDetermination |
Comments