2026-03-07T11:30:35-06:00 2025-10-31 814236823 THE INNOVATIVE CPA GROUP LLC 1 ENTERPRISE DRIVE SUITE 210 SHELTON CT 06484 990 2024-11-01 112500469 SHELTER ISLAND FRIENDS OF MUSIC INC SHEL 9178345236 PO BOX 193 SHELTER ISLAND NY 11964 GEORGE HUHN PRESIDENT 9178345236 2026-03-05 1 1 LAUREN SHUGRUE CPA P01867069 2034890612 2026-03-05 2024 2025-03-06 01:10:19Z GEORGE HUHN PO BOX 193 SHELTER ISLAND NY 11964 678518 0 X WWW.SHELTERISLANDFRIENDSOFMUSIC.ORG X 1962 NY OFFER WORLD CLASS MUSICAL CONCERTS FOR FREE TO EAST END OF LONG ISLAND RESIDENTS 12 12 0 0 0 0 29745 65744 0 0 82985 81118 0 100 112730 146962 11054 3394 0 0 0 0 0 0 3942 85913 168710 96967 172104 15763 -25142 2365858 2557508 7082 4244 2358776 2553264 OFFER WORLD CLASS MUSICAL CONCERTS FOR FREE TO EAST END OF LONG ISLAND RESIDENTS 0 0 147516 NINE TIMES EACH YEAR THE SHELTER ISLAND FRIENDS OF MUSIC CONTRACTS WITH AND PAYS FOR CLASSICAL CONCERTS AT A SHELTER ISLAND CHURCH AND ONE CONCERT AT A PUBLIC SCHOOL. NINE OTHER COMMUNITY OUTREACH EVENTS ARE ALSO PROVIDED THOUGHOUT THE YEAR. 147516 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X GEORGE HUHN 6317492251 PO BOX 193 SHELTER ISLAND NY 11964 X LOIS MORRIS PRESIDENT 15.00 X X 0 0 0 RICHARD WIENERT TREASURER 5.00 X X 0 0 0 KEN PHYSHER DIRECTOR 2.00 X 0 0 0 GEORGE HUHN VICE PRESIDENT 5.00 X X 0 0 0 SARA GORDON DIRECTOR 2.00 X 0 0 0 BRENDA BERGMAN DIRECTOR 2.00 X 0 0 0 LISA DALLOS DIRECTOR 2.00 X 0 0 0 INGRID FAGEN DIRECTOR 2.00 X 0 0 0 SUE GRONEWOLD DIRECTOR 2.00 X 0 0 0 GARY KAGAWA DIRECTOR 2.00 X 0 0 0 JAMES MARSHALL DIRECTOR 2.00 X 0 0 0 JOANN KIRKLAND BOARD ASSISTANT 2.00 X 0 0 0 0 0 0 0 0 0 0 0 65744 65744 67768 67768 544906 531556 13350 13350 13350 100 0 100 100 146962 100 0 81118 X 3394 3394 8735 3931 4804 4800 4800 18820 15056 3764 3687 3687 4439 1110 2219 1110 5000 5000 9397 7048 2349 1893 1893 ARTIST FEES 73450 73450 CONCERT EXPENSES 30380 30380 PRINTING 5665 2833 2832 POSTAGE 1385 1108 277 1059 519 540 172104 147516 20646 3942 39546 46249 2318439 2505952 7873 5307 2365858 2557508 7082 4244 7082 4244 X 2358776 2553264 2358776 2553264 2365858 2557508 -25142 213630 6000 0 X X 1 X 0 1 0 X 11325 14928 105850 29745 65744 227592 11325 14928 105850 29745 65744 227592 227592 47405 66049 67768 181222 100 100 408914 0.55660 0.10120 X 1.00000 SCH A, PART II, LINE 1 - 2022 CONTRIBUTIONS 2022 CONTRIBUTIONS EXCLUDES AN UNUSUAL GRANT OF $1,974,514. EXCLUSION IS ACCEPTABLE UNDER TREASURY REGULATIONS SECTION 1.170A-9(F)(6)(II) SINCE IT WAS HIGHLY UNUSUAL AND GIVEN BY A DISINTERESTED PARTY TO FURTHER THE ORGANIZATION'S MISSION OF SUPPORTING CLASSICAL MUSICIANS AND PROVIDING FREE CLASSICAL MUSIC CONCERTS TO THE PUBLIC. THE FUNDS WERE UNEXPECTED AND RECEIVED AS A BEQUEST WITH NO MATERIAL RESTRICTIONS ON ITS USE BY THE DECEDENT. PRIOR TO RECEIPT OF THE UNUSUAL GRANT, THE ORGANIZATION HAD MET THE 1/3 SUPPORT TEST AND IS REASONABLY EXPECTED TO CONTINUE TO ATTACT QUALIFYING PUBLIC SUPPORT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 366592 213630 6000 219630 146962 0 146962 172104 0 172104 0 172104 1 SHELTER ISLAND LIONS CLUB PO BOX 760 SHELTER ISLAND NY 11964 1893 0 GENERAL PURPOSE SHELTER ISLAND HISTORY MUSEUM 16 S FERRY RD SHELTER ISLAND NY 11964 500 0 GENERAL PURPOSE SHELTER ISLAND UNION FREE SCHOOL DISTRICT 33 NORTH FERRY RD SHELTER ISLAND NY 11964 1000 0 REPAIR MUSIC INSTRUMENTS 3 3 INGRID FAGEN BOARD MEMBER 6000 USE OF SPACE - RESIDENTIAL RENTAL 0 FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER AND PRESIDENT REVIEW FORM 990 AND IT IS THEN MADE AVAILABLE TO THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE ORGANIZATION'S BOARD RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY UPON JOINING THE BOARD. AT THE TIME OF APPOINTMENT AND ANNUALLY THEREAFTER, EACH BOARD MEMBER IS REQUIRED TO ACKNOWLEDGE RECEIPT OF THE POLICY AND CERTIFY THAT THEY HAVE NO CONFLICTS OF INTEREST, OR DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G BOOKKEEPING AND OFFICE ADMIN: PROGRAM SERVICE EXPENSES 15,056. MANAGEMENT AND GENERAL EXPENSES 3,764. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,820. FORM 990, PART XII, LINE 2C: THE BOARD COLLECTIVELY MAKES A DECISION ON WHAT ACCOUNTANT TO USE TO PREPARE THEIR FINANCIAL STATEMENTS. THEY ARE PRESENTED WTIH A DRAFT OF THOSE FINANCIAL STATEMENTS WHICH ARE REVIEWED AND APPROVED BY THE BOARD.