2024-11-13T19:38:20-06:00 2023-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2023-01-01 136141870 AMERICAN FRIENDS OF ATTINGHAM INC AMER 2126826840 205 LEXINGTON AVENUE 901 NEW YORK NY 10016 MICHELLE HARGRAVE PRESIDENT 2126826840 2024-11-08 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2023 2024-10-15 13:58:12Z BETH CARVER WEES 205 LEXINGTON AVENUE 901 NEW YORK NY 10016 678744 0 X WWW.AMERICANFRIENDSOFATTINGHAM.ORG X 1962 NY ORGANIZES SPECIALIZED RESIDENTIAL COURSES TO STUDY EUROPEAN COUNTRY HOUSES, (CONTINUED) THEIR COLLECTIONS AND SETTINGS, AND THE HISTORY AND CONTENTS OF BRITISH ROYAL PALACES. 17 17 1 20 0 0 217304 255588 223809 224840 81910 135195 40493 -8929 563516 606694 240494 78535 0 0 84008 81814 0 0 0 158149 306979 482651 467328 80865 139366 4895468 5699217 20110 19780 4875358 5679437 X SEE SCHEDULE O. 0 0 232000 78535 153465 SCHOLARSHIP AND RECRUITING FOR THE ATTINGHAM TRUST PROGRAMS. THE AMERICAN FRIENDS OF ATTINGHAM SELECTS APPROXIMATELY 20 QUALIFIED DECORATIVE ARTS PROFESSIONALS AND STUDENTS FOR THE THREE-WEEK SUMMER SCHOOL AS WELL AS A VARIABLE NUMBERS OF INDIVIDUALS FOR THE ONE-WEEK STUDY TRIP ORGANIZED BY THE ATTINGHAM TRUST IN ENGLAND. THE AMERICAN FRIENDS OF ATTINGHAM RECEIVES SCHOLARSHIP GRANTS FROM SEVERAL INDIVIDUALS; A PERPETUAL TRUST; AND EXTERNAL AFFINITY ORGANIZATIONS -- ALL BASED IN THE UNITED STATES. IT HAS BEEN THE PRACTICE OF AWARDING PARTIAL SUPPORT PRIMARILY TO THE SUMMER SCHOOL PARTICIPANTS. ALL SUCCESSFUL CANDIDATES MUST PAY FOR TRANSPORTATION AND INCIDENTAL COSTS. 124732 71415 EDUCATIONAL PROGRAMS - LECTURES AND TOURS - UNITED STATES. THE AMERICAN FRIENDS OF ATTINGHAM ARRANGES EDUCATIONAL TOURS AND LECTURES THROUGHOUT THE YEAR FOR THE PURPOSES OF RE-CONNECTING WITH ALUMNI AS WELL AS TO INTRODUCE THE ORGANIZATION TO PROSPECTIVE INDIVIDUALS CONSIDERING SUMMER SCHOOL OR STUDY WEEK (STUDY PROGRAMME) PARTICIPATION, OR OTHER ATTINGHAM TRUST COURSES (SEE NOTE BELOW). THE EDUCATIONAL PROGRAMS ARE SUPPORTED BY FEES, WHICH COVER BASIC COSTS, AND ALSO RAISE NOMINAL FUNDS FOR THE ORGANIZATION. THE NET RESULT DOES NOT INCLUDE ANY OVERHEAD CHARGES OR VOLUNTEER CONTRIBUTIONS OF TIME AND TO SOME EXTENT PERSONAL EXPENSE. MOST EDUCATIONAL PROGRAMS ARE HELD IN THE NEW YORK METROPOLITAN REGION. THE FUNDS RAISED BY THESE PROGRAMS ARE HELD IN THE NEW YORK METROPOLITAN REGION. THE FUNDS RAISED BY THESE PROGRAMS ESSENTIALLY SUPPORT THE ORGANIZATION'S ADMINISTRATIVE COSTS. IN 2023, THE ATTINGHAM TRUST RAN NO ADDITIONAL, ONE-TIME, SHORT COURSES. 356732 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X ERIN KUYKENDALL THOMAS 2126826840 205 LEXINGTON AVENUE SUITE 901 NEW YORK NY 10016 X BETH CARVER WEES PRESIDENT 15.00 X X 0 0 0 KATHY C GALITZ VICE PRESIDENT 1.00 X X 0 0 0 LAURA KEIM VICE PRESIDENT, SELECTION 2.00 X X 0 0 0 JESSA KRICK SECRETARY 2.00 X X 0 0 0 E RANDOLPH HOOKS TREASURER/VP OF FINANCE 3.00 X X 0 0 0 ADAM ERBY DIRECTOR 1.00 X 0 0 0 ANNE KENNY-URBAN DIRECTOR 1.00 X 0 0 0 GENEVIEV CORTINOVIS DIRECTOR 1.00 X 0 0 0 JENNIFER CARLQUIST DIRECTOR 1.00 X 0 0 0 KARINA CORRIGAN DIRECTOR 1.00 X 0 0 0 KRISTIN KLIGERMAN DIRECTOR 1.00 X 0 0 0 MICHAEL KERRIGAN DIRECTOR 1.00 X 0 0 0 GEORGE MCNEELY DIRECTOR 1.00 X 0 0 0 SUSAN J RAWLES DIRECTOR 1.00 X 0 0 0 REBECCA TILLES DIRECTOR 1.00 X 0 0 0 JENNIFER TROTOUX DIRECTOR 1.00 X 0 0 0 MARGARET CIVETTA LEGAL COUNSEL 1.00 X 0 0 0 0 0 0 0 0 0 0 0 50455 205133 2743 255588 STUDENT FEES 900099 153465 153465 PROGRAM EVENTS 900099 67428 67428 APPLICATION FEES 900099 3947 3947 224840 133237 133237 49600 47642 1958 1958 1958 15439 50455 24408 -8969 -8969 MISC REVENUE 900099 40 40 40 606694 224880 0 126226 78535 78535 73744 36872 36872 2170 1085 1085 5900 2950 2950 16976 8488 8488 30000 30000 14588 7294 7294 22580 13352 9228 17490 8745 8745 5532 2766 2766 1645 1645 TUITION PAYMENTS 153465 153465 PROGRAM EVENTS 41657 41657 WEBSITE 1806 903 903 BOARD 1240 620 620 467328 356732 110596 0 332776 325209 9990 18254 10473 10473 0 0 4551362 5354414 1340 1340 4895468 5699217 20110 19780 20110 19780 X 2249684 2699351 2625674 2980086 4875358 5679437 4895468 5699217 139366 664713 0 X 0 1 X 1 0 X 478092 186907 184066 217304 255588 1321957 478092 186907 184066 217304 255588 1321957 213045 1108912 96965 95878 120373 101569 133237 548022 1255 4093 5 32140 40 37533 1907512 633675 0.58130 0.58230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3529331 641923 124044 4047210 4250949 50100 -660259 111459 3529331 3802089 21150 462196 34486 4250949 3275878 24020 529568 27377 3802089 2532905 459991 548565 265583 3275878 0.26369 0.25874 0.47759 0 0 10473 10473 0 0 1265815 664713 24408 689121 576694 30000 30000 606694 461736 24408 24408 437328 30000 30000 467328 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF VARIOUS INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS (TEMPORARILY RESTRICTED AND PERMANENTLY RESTRICTED) AND FUNDS DESIGNATED BY THE ORGANIZATION. AS REQUIRED BY GAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE ORGANIZATION TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. THE BOARD DESIGNATED, TEMPORARY AND PERMANENTLY RESTRICTED FUNDS OF THE ORGANIZATION ARE EITHER USED FOR GENERAL PURPOSES TO SUPPORT THE MISSION OF THE ORGANIZATION, OR TO PROVIDE SCHOLARSHIP SUPPORT. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 24,408. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 24,408. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING SCHOLARSHIP SUPPORT 78535 0 0 0 0 0 0 78535 0 78535 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SCHOLARSHIPS 78535 0 FMV 1 1 0 0 0 0 0 0 PART I, LINE 2: THE AMERICAN FRIENDS OF ATTINGHAM MONITERS THE USE OF DONATED FUNDS PROVIDED TO THE ATTINGHAM TRUST IN TWO WAYS: 1) A STAFF MEMBER OF AFA AND/OR A MEMBER OF THE AMERICAN FRIENDS OF ATTINGHAM BOARD MEMBER ATTENDS PART OF THE SUMMER SCHOOL PROGRAM EACH YEAR, MEETS ALL THE STUDENTS AND DISCUSSES THE PROGRESS OF THE PROGRAM WITH THE STAFF OF THE ATTINGHAM TRUST. 2) EACH PARTICIPANT IN THE PROGRAM IS REQUIRED TO SUBMIT A WRITTEN ACCOUNT OF HIS OR HER EXPERIENCE OF THE ATTINGHAM SUMMER SCHOOL. THE REPORTS ARE SENT BY THE INDIVIDUAL STUDENTS TO THE ATTINGHAM TRUST AND TO THE AMERICAN FRIENDS OF ATTINGHAM EACH YEAR IN SEPTEMBER. FALL BENEFIT LECTURE 59779 50455 9324 12151 1575 10682 MID-WINTER REUNION 6115 6115 65894 50455 15439 12151 1575 10682 24408 -8969 PART III - LINE 1 THE AMERICAN FRIENDS OF ATTINGHAM (AFA) SUPPORTS THE WORK OF THE ATTINGHAM TRUST, A BRITISH EDUCATIONAL CHARITABLE TRUST, THAT ORGANIZES AND OPERATES SPECIALIZED COURSES TO STUDY EUROPEAN COUNTRY HOUSES, LONDON HOUSES, THEIR RESPECTIVE COLLECTIONS AND SETTINGS, AND THE HISTORY AND CONTENTS OF BRITISH ROYAL PALACES. THE AMERICAN FRIENDS OF ATTINGHAM IS A 501 (C)(3) EDUCATIONAL ORGANIZATION THAT ASSISTS THE TRUST BY RECRUITING AND PROCESSING APPLICATIONS FROM CANDIDATES LIVING IN THE UNITED STATES, AND RAISING SCHOLARSHIP FUNDS FOR THOSE IN NEED. IN 2013, THE ORGANIZATION FILED AND RECEIVED A RESTATED CERTIFICATE OF INCORPORATION WITH NEW YORK STATE, WHICH PROVIDED FOR A CHANGE IN THE NAME OF THE ORGANIZATION TO THE AMERICAN FRIENDS OF ATTINGHAM (THE ORGANIZATION HAD PREVIOUSLY BEEN KNOWN AS THE AMERICAN FRIENDS OF THE ATTINGHAM SUMMER SCHOOL, INC.) AND FOR A REVISED PURPOSE CLAUSE WHICH PROVIDES IN PART AS FOLLOWS: THE PURPOSE FOR WHICH THE ORGANIZATION IS TO BE FORMED SHALL BE TO RECEIVE DONATIONS OF MONEY OR PROPERTY AND TO USE SUCH DONATIONS FOR INCREASING THE OPPORTUNITIES FOR UNITED STATES RESIDENTS TO ABSORB CULTURAL BENEFITS FROM CONTACTS WITH EDUCATIONAL INSTITUTIONS IN THE UNITED STATES, THE UNITED KINGDON AND ELSEWHERE, STRESSING THE ARTISTIC HERITAGE OF THE ENGLISH SPEAKING PEOPLE AND WITH SPECIAL REFERENCE TO PROGRAMS CONDUCTED BY THE ATTINGHAM TRUST, ENGLAND, INCLUDING THE ATTINGHAM SUMMER SCHOOL, THE ATTINGHAM STUDY PROGRAMME, THE ROYAL COLLECTION STUDIES PROGRAM, THE FRENCH EIGHTEENTH-CENTURY STUDIES COURSE AND THE LONDON HOUSE COURSE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ALUMNI (MEMBERS). FORM 990, PART VI, SECTION A, LINE 7A BOARD OF DIRECTORS -- AT THE ANNUAL MEETING, A QUORUM OF 100 MEMBERS PRESENT OR BY PROXY MAY ELECT THE BOARD OF DIRECTORS FOR A TERM OF THREE YEARS. THE TERM IS LIMITED TO TWO, THREE-YEAR TERMS IN SUCCESSION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE SENT TO ALL BOARD MEMBERS VIA ELECTRONICALLY FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEW- BOARD MEMBERS WILL QUESTION, WHEN APPLICABLE, ANY ACTION TAKEN THAT MAY HAVE DIRECT OR INDIRECT CONFLICT OF INTEREST POSSIBILITY. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY WAS DETERMINED USING PREVIOUS INCUMBANT'S COMPENSATION PACKAGE, AS WELL AS COMPARABLE COMPENSATION PACKAGES FOR INDIVIDUALS HOLDING SIMILAR POSITIONS WITH SIMILAR RESPONSIBILITIES. THE TOP MANAGEMENT OFFICIAL RECEIVED A SLIGHT INCREASE IN SALARY, BASED ON PERFORMANCE FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS AVAILABLE UPON REQUEST. THE AUDIT IS ON FILE WITH THE NEW YORK STATE ATTORNEY GENERAL'S CHARITIES BUREAU OFFICE.