Civic Intelligence

Eagle Realty Holdings Inc

990 • Fiscal year 2019 • EIN 11-3053106

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 09, 2020

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

48th percentile

0.42x

Higher debt load relative to assets than 48% of similar nonprofits.

2019 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

36th percentile

1.30x

Higher debt load relative to revenue than 36% of similar nonprofits.

2019 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2019

Net Margin

59th percentile

22%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2019

Asset Growth

78th percentile

3.8%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

3.4%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$8,195,826

Up $297,477 (+3.8%) from 2018

Net Assets

Flat

$4,770,369

Flat from 2018

Liabilities

Up

$3,425,457

Up $297,477 (+9.5%) from 2018

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin59th percentile

Revenue

Up

$2,633,155

Up $86,377 (+3.4%) from 2018

Expenses

Down

$2,050,898

Down $88,043 (-4.1%) from 2018

Net Income

Up

$582,257

Up $174,420 (+43%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2019

Assets$8,195,826
Liabilities$3,425,457
Net Assets$4,770,369
Open 2019 Filing

Operations Trend

Revenue Growth69th 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

2019

Revenue$2,633,155
Expenses$2,050,898
Net Income$582,257
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 9, 2020
Return Version
2018v3.1
Gross Receipts
$2,633,155
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
Investments in Publicly Traded Securities$3,484,390$3,648,387▲ $163,997
Land, Buildings, and Equipment, Net$2,987,688$2,985,188▼ $2,500
Savings and Temporary Cash Investments$1,197,709$1,351,594▲ $153,885
Other Notes and Loans Receivable, Net$196,971$162,665▼ $34,306
Prepaid Expenses and Deferred Charges$2,210$26,160▲ $23,950
Accounts Receivable$29,381$21,832▼ $7,549
Cash and Non-Interest-Bearing Accounts-$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$7,898,349$8,195,826▲ $297,477
Other Assets Total-$0-
Liabilities
Other Liabilities$1,877,923$2,231,659▲ $353,736
Mortgage Notes Payable Secured by Investment Property$1,044,496$1,013,866▼ $30,630
Accounts Payable and Accrued Expenses$205,561$178,126▼ $27,435
Deferred Revenue-$1,806-
Total Liabilities$3,127,980$3,425,457▲ $297,477
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$7,898,349$8,195,826▲ $297,477

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,331,736$6,071,543$7,403,279
Leasehold Improvements$439,952$1,055,198$1,495,150
Land$1,482,136-$1,482,136
Other Land Buildings$-268,636$1,417,888$1,149,252
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Richard RugenChairman
Gloria D RocchioPresident
Edward J Gutleber EsqVice Chairman
Anna M KerekesTrustee
Charles NapoliTrustee
James MurdoccoTrustee
Laura Huang-ErnstTrustee
Mary Van TuylTrustee
Daniel RoweSecretary
Kathleen MichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,421
Program Service Revenue
$0
Investment Income
$164,086
Other Revenue
$2,461,648
All Other Contributions
$7,421
Change in Net Assets
$582,257

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,633,155
Revenue Not Reported on Form 990
$135,099
Total Revenue per Audited Statements
$2,768,254
Total Revenue per Form 990
$2,633,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,050,898
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$693,369--$693,369
Fees for Services Management$268,069$186,286-$454,355
Depreciation Depletion$213,145--$213,145
Advertising$211,891--$211,891
Insurance$115,786--$115,786
Interest-$31,347-$31,347
Office Expenses-$7,089-$7,089
Fees for Services Accounting-$6,550-$6,550
All Other Expenses$1,600$4,381-$5,981
Other Expenses$5,429$8,640-$5,429
Fees for Services Legal-$4,354-$4,354
Travel$791--$791
Fees for Services Other$554--$554
Total Functional Expenses$1,802,251$248,647$0$2,050,898

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,050,898
Total Expenses per Audited Statements$2,050,898
Total Expenses per Form 990$2,050,898
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
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$2,005,075
Rent Security Deposits$226,584
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
2020-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gloria D Rocchio
Formed
1939
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0

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 = -$717356”

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, 2016 and subsequent remain subject to examination by the applicable taxing authorities.”

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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0164086
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0164086
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03484390
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03648387
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08544629
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02987688
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02985188
IRS990/LandBldgEquipCostOrOtherBssAmt011529817
IRS990/LegalDomicileStateCd0NY
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01044496
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01013866
IRS990/NetAssetsOrFundBalancesBOYAmt04770369
IRS990/NetAssetsOrFundBalancesEOYAmt04770369
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02461648
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02461648
IRS990/NetUnrlzdGainsLossesInvstAmt0135099
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0693369
IRS990/OccupancyGrp/TotalAmt0693369
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07089
IRS990/OfficeExpensesGrp/TotalAmt07089
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-717356
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2CONTRACTUAL SERVICES
IRS990/OtherExpensesGrp/Desc3COMMUNITY RELATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08640
IRS990/OtherExpensesGrp/ProgramServicesAmt0283229
IRS990/OtherExpensesGrp/ProgramServicesAmt18388
IRS990/OtherExpensesGrp/ProgramServicesAmt25429
IRS990/OtherExpensesGrp/TotalAmt0283229
IRS990/OtherExpensesGrp/TotalAmt18640
IRS990/OtherExpensesGrp/TotalAmt28388
IRS990/OtherExpensesGrp/TotalAmt35429
IRS990/OtherLiabilitiesGrp/BOYAmt01877923
IRS990/OtherLiabilitiesGrp/EOYAmt02231659
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0196971
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0162665
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02210
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026160
IRS990/PrincipalOfficerNm0Gloria D Rocchio
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt091802
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02138941
IRS990/PYOtherRevenueAmt02454976
IRS990/PYRevenuesLessExpensesAmt0407837
IRS990/PYTotalExpensesAmt02138941
IRS990/PYTotalRevenueAmt02546778
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0582257
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt02461648
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01197709
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01351594
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01331736
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06071543
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07403279
IRS990ScheduleD/ExpensesSubtotalAmt02050898
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01482136
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01482136
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0439952
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01055198
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01495150
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0135099
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-268636
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01417888
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01149252
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02005075
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1226584
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTER-AFFILIATE PAYABLES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RENT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt0135099
IRS990ScheduleD/RevenueSubtotalAmt02633155
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, 2016 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02985188
IRS990ScheduleD/TotalExpensesPerForm990Amt02050898
IRS990ScheduleD/TotalLiabilityAmt02231659
IRS990ScheduleD/TotalRevenuePerForm990Amt02633155
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02768254
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02050898
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 = -$717356
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0113053111
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HAMLET FUND INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE WARD MELVILLE HERITAGE ORG LTD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0113053108
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1112440592
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOLDS INVESTMENTS TO PROVIDE SUPPORT.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FUNDRAISING AND EDUCATION.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Type III
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1509(a)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0P O BOX 572
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1P O BOX 572
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0STONY BROOK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1STONY BROOK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd011790
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd111790
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,195,826
Liabilities
$3,425,457
Net assets
$4,770,369
Revenue
$2,633,155
Expenses
$2,050,898
Net income
$582,257
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