Civic Intelligence

Eagle Realty Holdings Inc

990 • Fiscal year 2017 • EIN 11-3053106

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 18, 2018

Organization ProfileWWW.WMHO.ORG
PO Box 572Stony Brook, NY 11790

(631) 751-2244

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.35x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

1.04x

Higher debt load relative to revenue than 40% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2017

Net Margin

47th percentile

11%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2017

Asset Growth

53rd percentile

0.2%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.1%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$7,304,286

Up $17,256 (+0.2%) from 2016

Net Assets

Flat

$4,770,369

Flat from 2016

Liabilities

Up

$2,533,917

Up $17,256 (+0.7%) from 2016

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin47th percentile

Revenue

Up

$2,426,065

Up $25,280 (+1.1%) from 2016

Expenses

Down

$2,163,726

Down $69,319 (-3.1%) from 2016

Net Income

Up

$262,339

Up $94,599 (+56%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $7,522,913Liabilities 2011: $2,752,544Net Assets 2011: $4,770,3692011Assets 2012: $7,451,508Liabilities 2012: $2,681,139Net Assets 2012: $4,770,3692012Assets 2013: $7,304,451Liabilities 2013: $2,534,082Net Assets 2013: $4,770,3692013Assets 2014: $7,796,460Liabilities 2014: $3,026,091Net Assets 2014: $4,770,3692014Assets 2015: $7,875,006Liabilities 2015: $3,104,637Net Assets 2015: $4,770,3692015Assets 2016: $7,287,030Liabilities 2016: $2,516,661Net Assets 2016: $4,770,3692016Assets 2017: $7,304,286Liabilities 2017: $2,533,917Net Assets 2017: $4,770,3692017Assets 2018: $7,898,349Liabilities 2018: $3,127,980Net Assets 2018: $4,770,3692018Assets 2019: $8,195,826Liabilities 2019: $3,425,457Net Assets 2019: $4,770,3692019Assets 2020: $9,044,446Liabilities 2020: $4,274,077Net Assets 2020: $4,770,3692020Assets 2021: $10,477,968Liabilities 2021: $5,707,599Net Assets 2021: $4,770,3692021Assets 2022: $5,362,438Liabilities 2022: $592,069Net Assets 2022: $4,770,3692022Assets 2023: $5,557,524Liabilities 2023: $787,155Net Assets 2023: $4,770,3692023Assets 2024: $5,757,733Liabilities 2024: $987,364Net Assets 2024: $4,770,3692024

Highlighted filing

2017

Assets$7,304,286
Liabilities$2,533,917
Net Assets$4,770,369
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2011: $2,496,114Expenses 2011: $1,885,254Net Income 2011: $610,8602011Revenue 2012: $2,437,367Expenses 2012: $1,949,719Net Income 2012: $487,6482012Revenue 2013: $2,484,265Expenses 2013: $2,227,928Net Income 2013: $256,3372013Revenue 2014: $2,390,181Expenses 2014: $2,166,574Net Income 2014: $223,6072014Revenue 2015: $2,478,613Expenses 2015: $2,209,133Net Income 2015: $269,4802015Revenue 2016: $2,400,785Expenses 2016: $2,233,045Net Income 2016: $167,7402016Revenue 2017: $2,426,065Expenses 2017: $2,163,726Net Income 2017: $262,3392017Revenue 2018: $2,546,778Expenses 2018: $2,138,941Net Income 2018: $407,8372018Revenue 2019: $2,633,155Expenses 2019: $2,050,898Net Income 2019: $582,2572019Revenue 2020: $2,635,582Expenses 2020: $1,774,627Net Income 2020: $860,9552020Revenue 2021: $2,704,128Expenses 2021: $1,978,696Net Income 2021: $725,4322021Revenue 2022: $3,638,770Expenses 2022: $2,353,822Net Income 2022: $1,284,9482022Revenue 2023: $2,952,320Expenses 2023: $2,306,076Net Income 2023: $646,2442023Revenue 2024: $2,788,098Expenses 2024: $2,588,246Net Income 2024: $199,8522024

Highlighted filing

2017

Revenue$2,426,065
Expenses$2,163,726
Net Income$262,339
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 18, 2018
Return Version
2016v3.0
Gross Receipts
$2,426,065
Mission and Program Overview

Mission

The organization holds commercial and residential properties which are rented at fair market rates. The organization is responsible for collecting rents and maintaining its properties. Net proceeds are distributed to the ward melville heritage organization, ltd. For its charitable activities.

The purpose of eagle realty holdings, inc. Is to hold title to commercial and residential properties and distribute the net proceeds to the ward melville heritage organization, ltd. To continue its charitable mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,280,484$3,059,525▼ $220,959
Investments in Publicly Traded Securities$3,376,935$3,052,557▼ $324,378
Savings and Temporary Cash Investments$557,290$1,181,253▲ $623,963
Accounts Receivable$57,627$8,849▼ $48,778
Prepaid Expenses and Deferred Charges$14,694$2,102▼ $12,592
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$7,287,030$7,304,286▲ $17,256
Other Assets Total-$0-
Liabilities
Other Liabilities$1,201,001$1,231,247▲ $30,246
Mortgage Notes Payable Secured by Investment Property$1,103,035$1,074,210▼ $28,825
Accounts Payable and Accrued Expenses$212,625$228,460▲ $15,835
Total Liabilities$2,516,661$2,533,917▲ $17,256
Net Assets / Fund Balance
Unrestricted Net Assets$4,770,369$4,770,369→ $0
Total Net Assets Fund Balance$4,770,369$4,770,369→ $0
Total Liabilities and Net Assets / Fund Balance$7,287,030$7,304,286▲ $17,256

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,113,772$5,960,277$7,074,049
Land$1,482,136-$1,482,136
Leasehold Improvements$463,318$991,774$1,455,092
Other Land Buildings$299$1,148,953$1,149,252
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Dr Richard RugenChairman
Gloria D RocchioPresident
Charles PierothVice Chairman
Anna M KerekesTrustee
Charles NapoliTrustee
James MurdoccoTrustee
Kathleen MichTrustee
Laura Huang-ErnstTrustee
Mary Van YuylTrustee
Daniel RoweSecretary
Edward J Gutleber ESQTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
EW Howell Construction GroupConstruction245 Newtown Road, Plainview, NY 11803-
Landscapes by Sean M FleckLandscapingPO Box 1363, Stony Brook, NY 11790-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$80,006
Other Revenue
$2,346,059
Change in Net Assets
$262,339

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,426,065
Revenue Not Reported on Form 990
$201,215
Total Revenue per Audited Statements
$2,627,280
Total Revenue per Form 990
$2,426,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,163,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$669,190--$669,190
Fees for Services Management$368,910$129,974-$498,884
Depreciation Depletion$274,464--$274,464
Insurance$154,262--$154,262
Advertising$145,352--$145,352
Interest$33,152--$33,152
Fees for Services Legal-$13,526-$13,526
Fees for Services Accounting-$6,525-$6,525
Office Expenses$216$6,131-$6,347
All Other Expenses$1,734$2,505-$4,239
Other Expenses$82,370$2,453-$2,453
Fees for Services Other$2,375--$2,375
Travel$644--$644
Total Functional Expenses$1,981,039$182,687$0$2,163,726

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,163,726
Total Expenses per Audited Statements$2,163,726
Total Expenses per Form 990$2,163,726
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
inter-affiliate payableS$1,017,439
Rent Security Deposits$213,808
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Eagle realty holdings, inc. Along with its affiliates hamlet fund, inc. And the ward melville heritage organization, ltd. Share a common board of trustees and are both managed by another affiliate, stony brook hamlet management, inc., which assesses a management fee to all organizations for their services.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“After the board has approved the financial statements, the form 990 is completed by the preparer and submitted to management. The document is reviewed by management and is then distributed to the board for review. The board has five days and any comments or questions are presented to management which communicates them directly to the preparer.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“When a member is elected to the board of trustees, conflict of interest forms are completed. When possible conflicts arise, management will investigate them.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents, financial statements and 990's are maintained at the organization's administrative offices located in stony brook, new york. The public may request to see documents at the offices at any time.”

Filing and Contact Details

Filer

Filer Name
Eagle Realty Holdings Inc
EIN
11-3053106
Phone
6317512244
Address
PO BOX 572, STONY BROOK, NY 11790

Signing Officer

Name
Gloria D Rocchio
Title
President
Signed
2018-01-18
Discuss with paid preparer
Yes

Organization Details

Formed
1939
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
5

Preparer

Firm
Nawrocki Smith Llp
Address
290 BROADHOLLOW RD STE 115E, MELVILLE, NY 11747-4822
Preparer
Michael E Nawrocki
Phone
6317569500
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Distribution to Affiliate = -$463554”

Financial Statement Notes

Part X : FIN48 Footnote

“The organization has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending june 30, 2014 and subsequent remain subject to examination by the applicable taxing authorities.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt10President
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IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InsuranceGrp/ProgramServicesAmt0154262
IRS990/InsuranceGrp/TotalAmt0154262
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt033152
IRS990/InterestGrp/TotalAmt033152
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt080006
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080006
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt03059525
IRS990/LandBldgEquipCostOrOtherBssAmt011160529
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IRS990/MissionDesc0THE ORGANIZATION HOLDS COMMERCIAL AND RESIDENTIAL PROPERTIES WHICH ARE RENTED AT FAIR MARKET RATES. THE ORGANIZATION IS RESPONSIBLE FOR COLLECTING RENTS AND MAINTAINING ITS PROPERTIES. NET PROCEEDS ARE DISTRIBUTED TO THE WARD MELVILLE HERITAGE ORGANIZATION, LTD. FOR ITS CHARITABLE ACTIVITIES.
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01074210
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IRS990/NetAssetsOrFundBalancesEOYAmt04770369
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02346059
IRS990/NetUnrlzdGainsLossesInvstAmt0201215
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IRS990/OccupancyGrp/ProgramServicesAmt0669190
IRS990/OccupancyGrp/TotalAmt0669190
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06131
IRS990/OfficeExpensesGrp/ProgramServicesAmt0216
IRS990/OfficeExpensesGrp/TotalAmt06347
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-463554
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1CONTRACTUAL SERVICES
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021573
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12453
IRS990/OtherExpensesGrp/ProgramServicesAmt0248370
IRS990/OtherExpensesGrp/ProgramServicesAmt182370
IRS990/OtherExpensesGrp/TotalAmt0248370
IRS990/OtherExpensesGrp/TotalAmt182370
IRS990/OtherExpensesGrp/TotalAmt221573
IRS990/OtherExpensesGrp/TotalAmt32453
IRS990/OtherLiabilitiesGrp/BOYAmt01201001
IRS990/OtherLiabilitiesGrp/EOYAmt01231247
IRS990/OtherRevenueTotalAmt00
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02102
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt067149
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02233044
IRS990/PYOtherRevenueAmt02326073
IRS990/PYRevenuesLessExpensesAmt0160178
IRS990/PYTotalExpensesAmt02233044
IRS990/PYTotalRevenueAmt02393222
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0262339
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IRS990/RelatedEntityInd0true
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IRS990/RentalIncomeOrLossGrp/RealAmt02346059
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0557290
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01181253
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IRS990ScheduleD/BuildingsGrp/BookValueAmt01113772
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05960277
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07074049
IRS990ScheduleD/ExpensesSubtotalAmt02163726
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01482136
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01482136
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0463318
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0991774
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01455092
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0201215
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0299
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01148953
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01149252
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01017439
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1213808
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0inter-affiliate payableS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RENT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt0201215
IRS990ScheduleD/RevenueSubtotalAmt02426065
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2014 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalExpensesPerForm990Amt02163726
IRS990ScheduleD/TotalLiabilityAmt01231247
IRS990ScheduleD/TotalRevenuePerForm990Amt02426065
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02627280
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02163726
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EAGLE REALTY HOLDINGS, INC. ALONG WITH ITS AFFILIATES HAMLET FUND, INC. AND THE WARD MELVILLE HERITAGE ORGANIZATION, LTD. SHARE A COMMON BOARD OF TRUSTEES AND ARE BOTH MANAGED BY ANOTHER AFFILIATE, STONY BROOK HAMLET MANAGEMENT, INC., WHICH ASSESSES A MANAGEMENT FEE TO ALL ORGANIZATIONS FOR THEIR SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFTER THE BOARD HAS APPROVED THE FINANCIAL STATEMENTS, THE FORM 990 IS COMPLETED BY THE PREPARER AND SUBMITTED TO MANAGEMENT. THE DOCUMENT IS REVIEWED BY MANAGEMENT AND IS THEN DISTRIBUTED TO THE BOARD FOR REVIEW. THE BOARD HAS FIVE DAYS AND ANY COMMENTS OR QUESTIONS ARE PRESENTED TO MANAGEMENT WHICH COMMUNICATES THEM DIRECTLY TO THE PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WHEN A MEMBER IS ELECTED TO THE BOARD OF TRUSTEES, CONFLICT OF INTEREST FORMS ARE COMPLETED. WHEN POSSIBLE CONFLICTS ARISE, MANAGEMENT WILL INVESTIGATE THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND 990'S ARE MAINTAINED AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES LOCATED IN STONY BROOK, NEW YORK. THE PUBLIC MAY REQUEST TO SEE DOCUMENTS AT THE OFFICES AT ANY TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Distribution to Affiliate = -$463554
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0management
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0STONY BROOK HAMLET MANAGEMENT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 572
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0STONY BROOK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd011790
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HAMLET FUND INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE WARD MELVILLE HERITAGE ORG LTD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0113053108
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,304,286
Liabilities
$2,533,917
Net assets
$4,770,369
Revenue
$2,426,065
Expenses
$2,163,726
Net income
$262,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.76$0.99$4.77$2.79$2.59$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.56$0.79$4.77$2.95$2.31$0.65
2022Detailed filing. Detailed filing data is available for this year.$5.36$0.59$4.77$3.64$2.35$1.28
2021Detailed filing. Detailed filing data is available for this year.$10.5$5.71$4.77$2.70$1.98$0.73
2020Detailed filing. Detailed filing data is available for this year.$9.04$4.27$4.77$2.64$1.77$0.86
2019Detailed filing. Detailed filing data is available for this year.$8.20$3.43$4.77$2.63$2.05$0.58
2018Detailed filing. Detailed filing data is available for this year.$7.90$3.13$4.77$2.55$2.14$0.41
2017Detailed filing. Detailed filing data is available for this year.$7.30$2.53$4.77$2.43$2.16$0.26
2016Detailed filing. Detailed filing data is available for this year.$7.29$2.52$4.77$2.40$2.23$0.17
2015Summary only. Only limited summary data is available for this year.$7.88$3.10$4.77$2.48$2.21$0.27
2014Summary only. Only limited summary data is available for this year.$7.80$3.03$4.77$2.39$2.17$0.22
2013Summary only. Only limited summary data is available for this year.$7.30$2.53$4.77$2.48$2.23$0.26
2012Summary only. Only limited summary data is available for this year.$7.45$2.68$4.77$2.44$1.95$0.49
2011Summary only. Only limited summary data is available for this year.$7.52$2.75$4.77$2.50$1.89$0.61