2025-03-13T10:02:01-04:00 2024-04-30 112917672 CONNOR & D'ACONTI CPAS PC 5036 JERICHO TURNPIKE COMMACK NY 11725 990 2023-05-01 111667763 SOCIETY FOR THE PRESERVATION OF LONG ISLAND ANTIQUITIES SOCI 6316924664 161 MAIN ST COLD SPRING HARBOR NY 11724 MICHELLE ELLIOTT GOKEY PRESIDENT 6316924664 2025-03-06 true false ANDREW F CONNOR CPA P00184318 6314622500 2025-03-06 2023 2025-03-06 01:10:19Z PRESERVATION LONG ISLAND MICHELLE ELLIOTT GOKEY 161 MAIN STREET COLD SPRING HARBOR NY 11724 860481 false X WWW.PRESERVATIONLONGISLAND.ORG X 1948 NY PRESERVATION LONG ISLAND'S MISSION IS TO CELEBRATE AND PRESERVE LONG ISLAND'S DIVERSE CULTURAL AND ARCHITECTURAL HERITAGE THROUGH ADVOCACY, EDUCATION AND STEWARDSHIP OF HISTORIC SITES AND COLLECTIONS. 23 23 13 45 0 240551 266035 118341 132184 453541 377071 84235 85191 896668 860481 0 0 650682 672576 0 147761 552691 555255 1203373 1227831 -306705 -367350 16919156 17561932 107205 80460 16811951 17481472 X SEE SCHEDULE O. false false 443457 SPLIA MAINTAINS AND INTERPRETS THREE HISTORIC SITES: JOSEPH LLOYD MANOR, AN 18TH CENTURY NORTHERN PLANTATION HOUSE WITH ASSOCIATED 19TH CENTURY STRUCTURES; THE SHERWOOD JAYNE FARM, AN 18TH CENTURY FARM WITH AN EARLY 20TH CENTURY COLONIAL REVIVAL ADDITION; AND THE CUSTOM HOUSE, THE 18TH CENTURY HOME AND LIKELY OFFICE OF HENRY PACKER DERING, ONE OF THE FIRST US CUSTOMS OFFICERS. IN ADDITION,SPLIA'S HEADQUARTERS, OCCUPYING A FORMER 1842 METHODIST EPISCOPAL CHURCH, LOCATED IN COLD SPRING HARBOR, NY, SERVES AS FLEXIBLE PROGRAMMATIC SPACE FOR EXHIBITIONS, PUBLIC PROGRAMS AND MEETINGS IN ITS FORMER SANCTUARY WHILE PROVIDING ADMINISTRATIVE OFFICE SPACE AT ITS LOWER LEVEL. DURING THE FISCAL YEAR, SPLIA SIGNIFICANTLY INCREASED ITS SCHOOL TOUR CAPACITY AT THE JOSEPH LLOYD MANOR HOUSE. THE NUMBER OF TOURS GIVEN AND PUBLIC GUESTS SERVED ALSO INCREASED ACROSS ALL PROPERTIES. 72725 SPLIA PROVIDES EDUCATIONAL AND ADVISORY SERVICES TO HELP LOCAL GROUPS ADVANCE PRESERVATION ADVOCACY INITIATIVES IN THEIR OWN COMMUNITIES. THE SOCIETY CONTINUED TO WORK WITH VARIOUS PRESERVATION PARTNERS THROUGH ITS ENDANGERED HISTORIC PLACES AND AWARDS PROGRAMS, AND CONTINUED TO OFFER VIRTUAL EDUCATIONAL PROGRAMS IN RELATED SUBJECT AREAS. SPLIA PROVIDED ONGOING ADVISORY, SUPPORT, AND EDUCATIONAL SERVICES THROUGHOUT THE YEAR VIA ONE-ON-ONE CONSULTATIONS, LETTERS TO GOVERNMENT OFFICIALS, ATTENDANCE AT MUNICIPAL PUBLIC MEETINGS, AND PRESENTATIONS TO LOCAL CIVIC AND PRESERVATION ORGANIZATIONS AS WELL AS PUBLIC LIBRARIES. ADDITIONALLY, THE ORGANIZATION CREATED SEVERAL ONLINE LECTURE PROGRAMS AND DISCUSSIONS. ITS PROFESSIONAL STAFF ALSO MADE SEVERAL PRESENTATIONS FOR PROGRAMS AT OTHER CULTURAL INSTITUTIONS. 125915 SPLIA MAINTAINS AND INTERPRETS REPRESENTATIVE COLLECTIONS OF FURNITURE AND DECORATIVE ARTS, PERIOD PHOTOGRAPHS AND PAINTINGS, EVERY-DAY HOUSEHOLD OBJECTS AND VARIOUS ARCHIVAL MATERIALS FOR RESEARCH, EDUCATIONAL, AND EXHIBITION PURPOSES. TO SHOWCASE THESE COLLECTIONS WHILE ADVANCING THE VALUE OF PRESERVING MATERIAL CULTURE, SPLIA CREATES EXHIBITIONS AND PUBLICATIONS THAT RELATE TO LONG ISLAND HISTORY. DURING THE FISCAL YEAR, SPLIA CONTINUED ITS INVENTORY WORK BY COMPLETING A FULL INVENTORY RECONCILIATION ACROSS ALL PROPERTIES AND COLLECTIONS STORAGE FACILITIES. REGARDING EXHIBITIONS, SPLIA WAS CHOSEN AS THE INAUGURAL SITE FOR A SMITHSONIAN TRAVELING EXHIBITION IN NEW YORK. ITEMS FROM SPLIA'S COLLECTION WERE SHOWCASED ALONGSIDE THIS EXHIBITION, ELEVATING LOCAL HISTORY TO NATIONAL SIGNIFICANCE. SPLIA ALSO COMPLETED THE FINAL PHASE OF ITS ART OF EDWARD LANGE BOOK PROJECT, SEEING THROUGH FINAL STAGES OF EDITING AND DESIGN FOR PUBLICATION. 130292 VARIOUS PROGRAM SERVICE GRANTS: EXPENDITURES: CURATORIAL AQUISITION GRANTS 26,444 GENERAL GRANTS 58,593 PUBLICATION GRANTS 13,905 EXHIBITS/EVENTS GRANTS 9,256 HISTORIC HOUSE GRANTS 22,094 TOTAL 130,292 130292 772389 true true false false false false true true false true true false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 23 0 13 true false false false false false true true false false false false false false false false X 23 23 false false false false false false false true true false false true true true true true true true true false NY X MICHELLE ELLIOTT GOKEY 6316924664 161 MAIN STREET COLD SPRING HARBOR NY 11724 MR HENRY C CLARK SECRETARY 3.00 X X 0 0 0 MS MARY ANN SPENCER VICE PRESIDE 3.00 X X 0 0 0 MICHELLE ELLIOTT GOKEY PRESIDENT 3.00 X X 0 0 0 MR ROBERT KISSAM TRUSTEE 1.00 X 0 0 0 MS ALEXIS BARR 2ND VICE PRE 3.00 X X 0 0 0 MR WILLIS DELACOUR TRUSTEE 1.00 X 0 0 0 MS MELISSA PEARSALL HIRSH TRUSTEE 1.00 X 0 0 0 MR EDWARD DUGGER TRUSTEE 1.00 X 0 0 0 MS LISA EASTMAN TRUSTEE 1.00 X 0 0 0 MR RICHARD MAC DOUGALL TRUSTEE 1.00 X 0 0 0 MS JOANNA BADAMI TRUSTEE 1.00 X 0 0 0 MR TOWNSEND U WEEKES TRUSTEE 1.00 X 0 0 0 MR DANIEL WARD WHITE TRUSTEE 1.00 X 0 0 0 MS ALEXANDRA WOLFE EXECUTIVE DI 40.00 X X 113246 0 0 MR PAUL BENTEL TRUSTEE 1.00 X 0 0 0 MS ALICE CONCAGH TRUSTEE 1.00 X 0 0 0 MR HOWARD E GRACE TRUSTEE 1.00 X 0 0 0 MR BABCOCK MACLEAN TRUSTEE 1.00 X 0 0 0 MR TIMOTHY WARD TRUSTEE 1.00 X 0 0 0 MS VICTORIA GREENLEAF KEMPNER TRUSTEE 1.00 X 0 0 0 MS DIAHN MC GRATH TRUSTEE 1.00 X 0 0 0 MR BRIAN PINNOLA TRUSTEE 1.00 X 0 0 0 MS MELISA ROUSSEAU TRUSTEE 1.00 X 0 0 0 MS CAROLINE ZALESKI TRUSTEE 1.00 X 0 0 0 113246 1 false false false 15925 73704 176406 266035 JUNE BENEFIT 119294 119294 HOUSE ADMISSIONS 9684 9684 PUBLICATION SALES 3206 3206 132184 377071 377071 MISCELLANEOUS 85191 85191 85191 860481 132184 462262 113245 35105 54358 23782 441933 265802 109617 66514 17728 9824 5097 2807 49108 27214 14119 7775 50562 28020 14537 8005 1980 1980 39180 39180 44999 6121 38878 83528 49669 33859 3090 3090 1219 1219 716 716 60195 53119 7076 REPAIRS & MAINTENANCE 147340 147340 UTILITIES 58435 58435 CURATORIAL ACQUISITIONS 26444 26444 REPAIR & MAINT. - GRANT 22094 22094 66035 48607 17428 1227831 772389 307681 147761 414591 290548 7000 10476 8116 3276276 25203 3251789 3251073 13235300 14012195 16919156 17561932 71749 74373 35456 1407 4680 107205 80460 X 11975484 12277834 4836467 5203638 16811951 17481472 16919156 17561932 -367350 1036871 X false true X true false X 265096 367182 308131 344737 385329 1670475 265096 367182 308131 344737 385329 1670475 421110 1249365 394710 340378 352007 453541 377071 1917707 68391 79560 80700 80850 83840 393341 299 1062 945 3385 1351 7042 3988565 70813 0.31320 0.18560 X THE SOCIETY MAINTAINS A CONTINUOUS PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, THE COMMUNITY, AND GOVERNMENTAL UNITS AS WELL AS OTHER PUBLIC CHARITIES. THE SOCIETY IS DEDICATED TO CELEBRATING AND PRESERVING LONG ISLAND'S DIVERSE CULTURAL AND ARCHITECTUAL HERITAGE THROUGH ADVOCACY, EDUCATION AND STEWARDSHIP OF HISTORIC SITES AND COLLECTIONS. THE SOCIETY APPROACHES ITS MISSION BY INTERPRETING HISTORIC SITES, COLLECTING AND INTERPRETING OBJECTS AND IMAGES THAT PERTAIN TO LONG ISLAND HISTORY AND CULTURAL HERITAGE, PUBLISHING BOOKS, CREATING EXHIBITIONS, AND DEVELOPING INNOVATIVE EDUCATIONAL PROGRAMS AND EVENTS, SUCH AS FESTIVALS, LECTURES AND WORKSHOPS, TO EDUCATE THE PUBLIC ABOUT LONG ISLAND HISTORY. THE SOCIETY ALSO PROVIDES EDUCATIONAL EXPERIENCES TARGETED TO THE NEXT GENERATION OF FIELD-RELATED PROFESSIONALS AS WELL AS ADVISORY AND SUPPORT SERVICES TO ALL THOSE ENGAGED IN HISTORIC PRESERVATION ACTIVITIES IN THEIR OWN COMMUNITIES. PART II, LINE 10 OTHER INCOME-MISCELLANEOUS 7,042 PART II, LINE 17A THE SOCIETY MAINTAINS A CONTINUOUS PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, THE COMMUNITY, AND GOVERNMENTAL UNITS AS WELL AS OTHER PUBLIC CHARITIES. THE SOCIETY IS DEDICATED TO CELEBRATING AND PRESERVING LONG ISLAND'S DIVERSE CULTURAL AND ARCHITECTUAL HERITAGE THROUGH ADVOCACY, EDUCATION AND STEWARDSHIP OF HISTORIC SITES AND COLLECTIONS. THE SOCIETY APPROACHES ITS MISSION BY INTERPRETING HISTORIC SITES, COLLECTING AND INTERPRETING OBJECTS AND IMAGES THAT PERTAIN TO LONG ISLAND HISTORY AND CULTURAL HERITAGE, PUBLISHING BOOKS, CREATING EXHIBITIONS, AND DEVELOPING INNOVATIVE EDUCATIONAL PROGRAMS AND EVENTS, SUCH AS FESTIVALS, LECTURES AND WORKSHOPS, TO EDUCATE THE PUBLIC ABOUT LONG ISLAND HISTORY. THE SOCIETY ALSO PROVIDES EDUCATIONAL EXPERIENCES TARGETED TO THE NEXT GENERATION OF FIELD-RELATED PROFESSIONALS AS WELL AS ADVISORY AND SUPPORT SERVICES TO ALL THOSE ENGAGED IN HISTORIC PRESERVATION ACTIVITIES IN THEIR OWN COMMUNITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 9 35.60 9 1 1 true 40.00 1280 false 3250000 X X X false 7443415 179204 809650 619634 7812635 7824787 109183 201514 692069 7443415 8544350 157488 -276326 600725 7824787 6930351 198750 1928791 513542 8544350 7615680 104540 -128893 660976 6930351 0.33400 0.63800 0.02800 false false 3250000 3250000 26276 25203 1073 3251073 SECURITY DEPOSIT 4680 4680 860481 860481 860481 1227831 1227831 1227831 SCHEDULE D, PAGE 1, PART II, LINE 5 EASEMENTS ARE MONITORED BY THE SOCIETY'S PRESERVATION DIRECTOR, STAFF AND VOLUNTEERS. SITE VISITS ARE CONDUCTED ON A BI-YEARLY BASIS. SCHEDULE D, PAGE 1, PART II, LINE 9 1. THE SOCIETY HOLDS NINE (9) SETS OF EASEMENTS ON LANDMARK BUILDINGS AND THEIR PROPERTIES IN NASSAU AND SUFFOLK COUNTIES OF NEW YORK STATE. THE COMBINED ACREAGE OF THESE PROPERTIES AT THE CLOSE OF THE TAX YEAR WAS 35.6 ACRES. 2. NONE OF THESE EASEMENTS WERE RECEIVED OR ACQUIRED DURING THE CURRENT TAX YEAR. 3. NONE OF THESE EASEMENTS WERE MODIFIED, TRANSFERRED OR TERMINATED DURING THE CURRENT TAX YEAR. 4. EASEMENTS WERE HELD ON NINE(9) LANDMARK HOUSES AND THEIR PROPERTIES: (A) EASEMENTS ON BUILDINGS AND STRUCTURES - 9 (B) EASEMENTS THAT ENCUMBER A GOLF COURSE OR PORTIONS OF A GOLF COURSE - NONE. (C) EASEMENTS WITHIN OR ADJACENT TO RESIDENTIAL DEVELOPMENTS AND HOUSING DEVELOPMENTS, INCLUDING EASEMENTS RELATED TO THE DEVELOPMENT OF PROPERTY - ONE (1) - THE ADAM DERBY HOUSE IN OYSTER BAY, NY. 5. ALL NINE (9) PROPERTIES ARE SUBJECT TO MONITORING PERIODICALLY. FOUR PROPERTIES WERE SUBJECT TO PHYSICAL INSPECTION DURING THE CURRENT YEAR. 6. MONITORING EXPENSES - 40 STAFF HOURS , TOTAL COST 1,280. 7. ONE OF THE NINE (9)EASEMENTS WAS ACQUIRED AFTER AUGUST 17, 2006. SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWNMENT FUNDS - BOARD DESIGNATED: THE BOARD OF TRUSTEES HAS DESIGNATED, FROM NET ASSETS WITHOUT DONOR RESTRICTIONS, NET ASSETS FOR ENDOWNMENT TO SUPPORT AND PRESERVE CERTAIN HISTORIC SITES, FUNDS TO MONITOR AND ENFORCE RESTRICTIVE CONVENANTS, AND FUNDS TO SUPPORT THE OPERATIONS OF THE SOCIETY. ENDOWNMENT FUNDS - DONOR RESTRICTED: THE SOCIETY MAINTAINS ENDOWNMENT FUNDS THAT ARE RESTRICTED BY DONOR-IMPOSED RESTRICTIONS THAT ARE PERPETUAL IN NATURE AND ARE RESTRICTED FOR FUNDING VARIOUS COMMUNITY EDUCATIONAL AND HISTORICAL PRESERVATION PROGRAMS SPECIFIED BY DONORS. DONOR RESTRICTED - FOR SPECIAL PURPOSE: THE SOCIETY CLASSIFIES UNSPENT GRANT FUNDS AS FUNDS RESTRICTED FOR SPECIAL PURPOSE. THESE FUNDS CONTAIN DONOR-IMPOSED RESTRICTIONS THAT ARE TEMPORARY IN NATURE AND REPRESENT EXPENDABLE RESOURCES, WHICH HAVE BEEN TIME OR PURPOSE RESTRICTED BY THAT DONOR. FORM 990, PAGE 1, ITEM C PRESERVATION LONG ISLAND FORM 990, PAGE 1, PART I, LINE 6 THE SOCIETY UTILIZES VOLUNTEERS THROUGHOUT THE YEAR IN CONNECTION WITH ITS PROGRAMS AND FUNDRAISING EVENTS. FORM 990, PAGE 2, PART III, LINE 4A SPLIA MAINTAINS AND INTERPRETS THREE HISTORIC SITES: JOSEPH LLOYD MANOR, AN 18TH CENTURY NORTHERN PLANTATION HOUSE WITH ASSOCIATED 19TH CENTURY STRUCTURES; THE SHERWOOD JAYNE FARM, AN 18TH CENTURY FARM WITH AN EARLY 20TH CENTURY COLONIAL REVIVAL ADDITION; AND THE CUSTOM HOUSE, THE 18TH CENTURY HOME AND LIKELY OFFICE OF HENRY PACKER DERING, ONE OF THE FIRST US CUSTOMS OFFICERS. IN ADDITION,SPLIA'S HEADQUARTERS, OCCUPYING A FORMER 1842 METHODIST EPISCOPAL CHURCH, LOCATED IN COLD SPRING HARBOR, NY, SERVES AS FLEXIBLE PROGRAMMATIC SPACE FOR EXHIBITIONS, PUBLIC PROGRAMS AND MEETINGS IN ITS FORMER SANCTUARY WHILE PROVIDING ADMINISTRATIVE OFFICE SPACE AT ITS LOWER LEVEL. DURING THE FISCAL YEAR, SPLIA SIGNIFICANTLY INCREASED ITS SCHOOL TOUR CAPACITY AT THE JOSEPH LLOYD MANOR HOUSE. THE NUMBER OF TOURS GIVEN AND PUBLIC GUESTS SERVED ALSO INCREASED ACROSS ALL PROPERTIES. FORM 990, PAGE 2, PART III, LINE 4B SPLIA PROVIDES EDUCATIONAL AND ADVISORY SERVICES TO HELP LOCAL GROUPS ADVANCE PRESERVATION ADVOCACY INITIATIVES IN THEIR OWN COMMUNITIES. THE SOCIETY CONTINUED TO WORK WITH VARIOUS PRESERVATION PARTNERS THROUGH ITS ENDANGERED HISTORIC PLACES AND AWARDS PROGRAMS, AND CONTINUED TO OFFER VIRTUAL EDUCATIONAL PROGRAMS IN RELATED SUBJECT AREAS. SPLIA PROVIDED ONGOING ADVISORY, SUPPORT, AND EDUCATIONAL SERVICES THROUGHOUT THE YEAR VIA ONE-ON-ONE CONSULTATIONS, LETTERS TO GOVERNMENT OFFICIALS, ATTENDANCE AT MUNICIPAL PUBLIC MEETINGS, AND PRESENTATIONS TO LOCAL CIVIC AND PRESERVATION ORGANIZATIONS AS WELL AS PUBLIC LIBRARIES. ADDITIONALLY, THE ORGANIZATION CREATED SEVERAL ONLINE LECTURE PROGRAMS AND DISCUSSIONS. ITS PROFESSIONAL STAFF ALSO MADE SEVERAL PRESENTATIONS FOR PROGRAMS AT OTHER CULTURAL INSTITUTIONS. FORM 990, PAGE 2, PART III, LINE 4C SPLIA MAINTAINS AND INTERPRETS REPRESENTATIVE COLLECTIONS OF FURNITURE AND DECORATIVE ARTS, PERIOD PHOTOGRAPHS AND PAINTINGS, EVERY-DAY HOUSEHOLD OBJECTS AND VARIOUS ARCHIVAL MATERIALS FOR RESEARCH, EDUCATIONAL, AND EXHIBITION PURPOSES. TO SHOWCASE THESE COLLECTIONS WHILE ADVANCING THE VALUE OF PRESERVING MATERIAL CULTURE, SPLIA CREATES EXHIBITIONS AND PUBLICATIONS THAT RELATE TO LONG ISLAND HISTORY. DURING THE FISCAL YEAR, SPLIA CONTINUED ITS INVENTORY WORK BY COMPLETING A FULL INVENTORY RECONCILIATION ACROSS ALL PROPERTIES AND COLLECTIONS STORAGE FACILITIES. REGARDING EXHIBITIONS, SPLIA WAS CHOSEN AS THE INAUGURAL SITE FOR A SMITHSONIAN TRAVELING EXHIBITION IN NEW YORK. ITEMS FROM SPLIA'S COLLECTION WERE SHOWCASED ALONGSIDE THIS EXHIBITION, ELEVATING LOCAL HISTORY TO NATIONAL SIGNIFICANCE. SPLIA ALSO COMPLETED THE FINAL PHASE OF ITS ART OF EDWARD LANGE BOOK PROJECT, SEEING THROUGH FINAL STAGES OF EDITING AND DESIGN FOR PUBLICATION. FORM 990, PAGE 2, PART III, LINE 4D VARIOUS PROGRAM SERVICE GRANTS: EXPENDITURES: CURATORIAL AQUISITION GRANTS 26,444 GENERAL GRANTS 58,593 PUBLICATION GRANTS 13,905 EXHIBITS/EVENTS GRANTS 9,256 HISTORIC HOUSE GRANTS 22,094 TOTAL 130,292 FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF FORM 990 WAS PRESENTED TO THE GOVERNING BODY BEFORE IT WAS FILED. FORM 990, PAGE 6, PART VI, LINE 12C TRUSTEES, DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS THAT MAY GIVE RISE TO CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF TRUSTEES MEETS TO DISCUSS DIRECTOR COMPENSATION. MANY FACTORS ARE TAKEN INTO CONSIDERATION TO DETERMINE THE APPROPRIATE COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B THE BOARD OF TRUSTEES MEETS TO DISCUSS STAFF COMPENSATION, WHERE MANY FACTORS ARE TAKEN INTO ACCOUNT TO DETERMINE AN APPROPRIATE COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.