2025-11-13T12:24:22-06:00 2024-12-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990 2024-01-01 135602329 ST ANDREWS SOCIETY OF THE STATE OF NEW YORK STAN 2122234248 150 EAST 55TH STREET 3RD FLOOR NEW YORK NY 10022 MICHAEL D WITTER TREASURER 2122234248 2025-11-13 1 0 MIKE SCHALL P02024184 2126618640 2025-11-12 2024 2025-03-06 01:10:19Z JOHN BLANKLEY 150 EAST 55TH STREET 3RD FLOOR NEW YORK NY 10022 19634576 0 X WWW.STANDREWSNY.ORG X 1826 NY TO PROVIDE A VARIETY OF RELIEF SERVICES TO SCOTTISH NATIVES AND DESCENDANTS. 16 16 2 18 0 0 246179 276955 43257 41655 741917 6103186 41534 45465 1072887 6467261 567988 580339 0 0 296887 310546 0 0 89201 386067 398784 1250942 1289669 -178055 5177592 19462269 21379753 102794 81213 19359475 21298540 X THE PURPOSES OF THE SOCIETY ARE: (I) TO PROVIDE RELIEF OF NATIVES OF SCOTLAND AND THEIR DESCENDANTS WHO MAY BE IN WANT OR DISTRESS, (II) TO PROVIDE EDUCATIONAL ASSISTANCE TO NATIVES OF SCOTLAND AND THEIR DESCENDANTS, (III) TO CONDUCT AND SPONSOR SUCH OTHER AND FURTHER ACTIVITIES, AS MAY BE DEEMED APPROPRIATE OR DESIRABLE BY THE SOCIETY AND AS FROM TIME TO TIME PERMITTED BY FEDERAL AND STATE LAW FOR A NOT- FOR- PROFIT CORPORATION, TO FOSTER OR ENCOURAGE GOOD WILL, UNDERSTANDING AND COMMUNICATION BETWEEN THE PEOPLE OF THE UNITED STATES AND THE PEOPLE OF SCOTLAND AND (IV) TO PROMOTE SUCH SOCIAL INTERCOURSE AMONG THE MEMBERS OF THE SOCIETY AS MAY BE NECESSARY AND APPROPRIATE TO, AND CONSISTENT WITH , SUCH PURPOSES, INCLUDING FUND RAISING TO SUSTAIN THEM. 0 0 263564 263564 ALMONER PROGRAM:-FINANCIAL AND SOCIAL WORK ASSISTANCE IS PROVIDED TO THE ELDERLY, THE TERMINALLY ILL, DISABLED AND FAMILIES IN CRISIS. 222705 222705 SCHOLARSHIP PROGRAM:-THE SOCIETY AWARDS 5 SCHOLARSHIPS ANNUALLY TO SUPPORT GRADUATE STUDY IN THE US AND IN THE UK. 94070 94070 HOSPITAL PHILANTHROPY PROGRAM:-THE SOCIETY PROVIDES SUPPORT FOR TWO CHILDREN'S HOSPITALS NEW YORK PRESBYTERIAN KOMANSKY CHLDREN'S HOSPITAL AND THE ROYAL HOSPITAL FOR CHILDREN IN GLASGOW, SCOTLAND. 284321 41655 THE SOCIETY PROMOTES SCOTTISH HERITAGE BY CONTRIBUTING TO THE PEOPLE AND PLACES WHO BUILD THE FABRIC OF OUR COMMUNITY IN NEW YORK, THE NATION AND IN SCOTLAND. 284321 41655 864660 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X RYAN EDMISTON SECRETARY 2122234248 150 EAST 55TH STREET 3RD FLOOR NEW YORK NY 10022 RICHARD PORTER PRESIDENT (JAN-MAY 2024) 1.00 X X 0 0 0 JOHN BLANKLEY 1ST VP (JAN-MAY 24), PRES. (MAY-DEC 24) 1.00 X X 0 0 0 DR DOREEN WRAY ROTHMD 2ND VP (JAN-MAY 24), 1ST VP (MAY-DEC 24) 1.00 X X 0 0 0 ADAM GIMBEL MGR (JAN-MAY 24), 2ND VP (MAY-DEC 24) 1.00 X X 0 0 0 THOMAS BURT SECRETARY 1.00 X X 0 0 0 MICHAEL WITTER TREASURER (MAY-DEC 2024) 1.00 X X 0 0 0 JOHN AD NEEDHAM TREASURER (JAN-MAY 2024) 1.00 X X 0 0 0 KATHERINE JOHNSON MANAGER 1.00 X 0 0 0 PAUL STUART RANKIN MANAGER 1.00 X 0 0 0 DEBORAH WEBSTER MGR./ CHAIR (MAY-DEC 2024) 1.00 X 0 0 0 ROBERT MUNRO MANAGER 1.00 X 0 0 0 LOLITA JACKSON MANAGER 1.00 X 0 0 0 DEACON JAMES D NOBLE MANAGER 1.00 X 0 0 0 LORRAINE BELL MANAGER, BEGAN 6/24 1.00 X 0 0 0 JOHN KIRKWOOD MANAGER, BEGAN 6/24 1.00 X 0 0 0 HAROLD CRAWFORD MANAGER, BEGAN 6/24 1.00 X 0 0 0 GRAEME HAWKINS CHAIR ( JAN-MAY 2024) 1.00 X X 0 0 0 FIONA HIGGINS ALMONER TO THE SOCIETY 1.00 X 0 0 0 BRIGID C TUCKER EXECUTIVE DIRECTOR 40.00 X 156000 0 31895 156000 0 31895 1 0 1 0 0 24640 173540 78775 25000 276955 PROGRAM EVENTS 900099 41655 41655 41655 440563 440563 43050 0 43050 43050 43050 18752973 13090350 5662623 5662623 5662623 76965 173540 76965 0 OTHER INCOME 900099 2415 2415 2415 6467261 41655 0 6148651 39000 39000 486269 486269 55070 55070 187895 93948 75158 18789 95735 48985 37400 9350 7304 3652 2921 731 19612 9806 7845 1961 84138 84138 40840 40840 1400 1400 27473 13739 10987 2747 39105 19554 15642 3909 20495 10248 8197 2050 64061 55665 8396 25506 12753 10203 2550 8785 8785 MEMBER EVENT EXPENSES 43921 43921 REPAIRS & MAINTENANCE 31939 15971 12775 3193 BANK CHARGES & OTHER FE 9577 9577 DUES AND SUBSCRIPTIONS 1544 1544 1289669 864660 335808 89201 195593 59970 13724 12255 8961 0 1042097 603450 463254 438647 18778537 20849031 2200 19850 19462269 21379753 101324 76598 1470 4615 102794 81213 X 19282200 21225397 77275 73143 19359475 21298540 19462269 21379753 5177592 -3238527 0 X 0 1 X 1 0 X 67984 391341 379990 246179 276955 1362449 67984 391341 379990 246179 276955 1362449 217456 1144993 204212 280608 362508 487891 483613 1818832 9579 1131 885 2184 2415 16194 3197475 264993 0.35810 0.33260 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - ENTRANCE FEES - 2020 AMOUNT: $ 570. 2021 AMOUNT: $ 720. 2022 AMOUNT: $ 840. 2023 AMOUNT: $ 1,650. 2024 AMOUNT: $ 1,240. PRODUCT SALES - 2020 AMOUNT: $ 9,009. 2021 AMOUNT: $ 411. 2022 AMOUNT: $ 45. 2023 AMOUNT: $ 534. 2024 AMOUNT: $ 1,175. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6222479 519739 931817 621000 7053035 5660310 907076 320000 24907 6222479 6569141 -759872 125000 23959 5660310 5813371 720 990725 210000 25675 6569141 5320940 570 674948 160000 23087 5813371 1.00000 0 0 145000 145000 724406 477557 246849 47213 46492 721 125478 79401 46077 438647 X 3144596 -3238527 -3238527 6383123 84138 84138 6467261 1205531 0 1205531 84138 84138 1289669 PART X, LINE 2: THE SOCIETY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING DECEMBER 31, 2021 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING GRANTS 55070 0 0 0 0 0 0 55070 0 55070 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM HONORARIUM 25000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM HONORARIUM 3000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM HONORARIUM 1000 WIRE TRANSFER 0 GRANT EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 26070 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: FUNDS ARE PAID DIRECTLY TO THE UNIVERSITIES, HOWEVER, WHEN SCHOOL RELATED EXPENSES ARE REQUESTED, THE INVOICES ARE REVIEWED PRIOR TO PAYMENT. ANNUAL DINNER 250505 173540 76965 76965 250505 173540 76965 76965 76965 0 1 SEARCH AND CARE 1844 SECOND AVENUE NEW YORK NY 10128 237444790 501(C)(3) 14000 0 DONATION HONORARIUM NEW YORK PRESBYTERIAN FUND 850 THIRD AVENUE NEW YORK NY 10022 133160356 501(C)(3) 25000 0 DONATION HONORARIUM 2 SCHOLARSHIPS 5 222705 ALMONERS 40 263564 PART I, LINE 2: THE SCHOLARSHIP FUND IS USED TO DEFRAY TUITION AND OTHER EDUCATIONAL EXPENSES FOR SCOTTISH STUDENTS SELECTED TO ATTEND SCHOOLS IN THE UNITED STATES AND FOR AMERICAN STUDENTS SELECTED TO ATTEND UNIVERSITIES IN SCOTLAND. INVESTMENT GAINS ON UNSPENT SCHOLARSHIPS (INCLUDING INTEREST AND DIVIDENDS) HAVE ALSO BEEN DESIGNATED BY THE BOARD OF DIRECTORS TO BE SPENT ON ADDITIONAL SCHOLARSHIPS. SPENDING IS PERMITTED ON SCHOLARSHIPS, WHICH ARE APPROVED BY THE SCHOLARSHIP COMMITTEE OF THE BOARD OF DIRECTORS. PART IV- ADDITIONAL SUPPLEMENTAL INFORMATION THE SOCIETY HAS THE FOLLOWING PROCESS FOR GRANTING ALMONER'S STIPENDS: 1. AN APPLICATION IS SENT TO POTENTIAL STIPEND RECIPIENTS. 2. THE COMPLETED APPLICATION IS RETURNED AND REVIEWED BY MEMBERS OF THE ALMONER'S COMMITTEE. 3. A COMMITTEE MEMBER IS ASSIGNED TO EACH POTENTIAL RECIPIENT TO MAKE A PERSONAL VISIT TO VERIFY THE APPLICATION AND OFFER ASSISTANCE AND ADVICE TO THE INDIVIDUAL. 4. A STIPEND AMOUNT IS RECOMMENDED AND VOTED ON BY THE ENTIRE COMMITTEE. X 0 0 0 0 0 0 0 0 0 BRIGID C TUCKER EXECUTIVE DIRECTOR 129000 0 27000 0 0 0 14943 0 16952 0 187895 0 0 0 X AUCTION/ SPECIAL EVENT FUNDRAISER ITEMS 1 25000 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS ARE DIVIDED INTO CLASSES WHICH INCLUDE REGULAR MEMBERS, LIFE MEMBERS, AND HONORARY MEMBERS. THE BOARD OF MANAGERS MAY DECIDE TO ADD ADDITIONAL CLASSES IF DEEMED NECESSARY. ANY MEMBER OF THE SOCIETY IS ELIGIBLE GOT ANY OTHER CLASS OF MEMBERSHIP (EXCEPT HONORARY MEMBERSHIP) BY QUALIFICATION FOR SUCH CLASS AND ELECTION TO THE BOARD OF MANAGERS.HONORARY MEMBERS DO NOT HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A REGULAR AND LIFE MEMBERS HAVE THE POWER TO ELECT THE DIRECTORS AND OFFICERS OF THE SOCIETY. FORM 990, PART VI, SECTION B, LINE 11B THE SOCIETY HAS A FORMAL AUDIT COMMITTEE WHICH REVIEWS THE AUDIT AND FORM 990 AND PRESENTS A REPORT TO THE MEMBERSHIP AT THE SEMI ANNUAL MEETING BEFORE THE FORM 990 IS MAILED. THE AUDIT AND FORM 990 ARE ALSO REVIEWED AND ACCEPTED BY THE BOARD OF MANAGERS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A BOARD APPROVED CONFLICTS OF INTEREST POLICY. EACH BOARD MEMBER MUST FILL OUT AN ANNUAL DECLARATION STATING THEY HAD NO CONFLICTS OR IDENTIFYING THE NATURE OF THEIR INTERESTED PARTY TRANSACTIONS. A COPY OF THE POLICY IS INDVIDUALLY SIGNED BY EVERY MEMBER OF THE BOARD OF MANAGERS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR, THE EXECUTIVE COMMITTEE REVIEWS COMPARABLE SALARIES BASED ON A RECOGNIZED STUDY AND REVIEWS THE PERFORMANCE OF MANAGEMENT TO DETERMINE IF THE EXISTING SALARY FALLS WITHIN THESE RANGES. AFTER A DELIBERATION OF THIS MATTER, A NEW PROPOSED SALARY AND BENEFIT PACKAGE IS VOTED ON. THE MINUTES OF THE BOARD OF DIRECTORS REFLECT THE NATURE OF THIS PROCESS. COMPENSATION IS DETERMINED AFTER A REVIEW BY THE EXECUTIVE COMMITTEE AND FINAL APPROVAL IS GRANTED BY THE BOARD OF MANAGERS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST.