Nonprofit · EIN 11-3053108
HAMLET FUND INC
Tax-exempt · STONY BROOK, NY 11790
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,670,373 | $395,267 | $5,275,106 | $59,903,438 | $59,122 | $59,844,316 |
| June 30, 2024 | 990 | $2,886,981 | $355,151 | $2,531,830 | $54,776,048 | $46,740 | $54,729,308 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $5,659,047
- Net gain from sales of assets
- $4,600,576
- Other revenue
- $11,326
Expenses
- Grants and similar amounts paid
- $382,886
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,678
- Program services (functional)
- $382,886
- Management and general (functional)
- $12,381
Balance sheet and other
- Total assets, start of year
- $54,776,048
- Total assets, end of year
- $59,903,438
- Total liabilities, end of year
- $59,122
- Net assets, end of year
- $59,844,316
- Land, buildings and equipment
- $18,000
- Publicly traded securities
- $57,812,690
- Net assets without donor restrictions
- $48,612,574
- Net assets with donor restrictions
- $11,231,742
- Gross receipts
- $13,524,091
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1939
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD J GUTLEBER ESQ | Vice Chairman Trustee or director, Officer | 1 | $0 |
| LAURA HUANG-ERNST | Trustee Trustee or director | 1 | $0 |
| KATHLEEN MICH | Treasurer Trustee or director, Officer | 1 | $0 |
| JAMES MURDOCCO | Trustee Trustee or director | 1 | $0 |
| CHARLES NAPOLI | Trustee Trustee or director | 1 | $0 |
| DR RICHARD RUGEN | Chairman Trustee or director, Officer | 1 | $0 |
| MARY VAN TUYL | Trustee Trustee or director | 1 | $0 |
| GRAHAM SCAIFE | Trustee Trustee or director | 1 | $0 |
| ANDY SKITMORE | Trustee Trustee or director | 1 | $0 |
| GLORIA ROCCHIO | President Officer | 5 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD J GUTLEBER ESQ | Vice Chairman Trustee or director, Officer | 1 | $0 |
| LAURA HUANG-ERNST | Trustee Trustee or director | 1 | $0 |
| KATHLEEN MICH | Treasurer Trustee or director, Officer | 1 | $0 |
| JAMES MURDOCCO | Trustee Trustee or director | 1 | $0 |
| CHARLES NAPOLI | Trustee Trustee or director | 1 | $0 |
| DANIEL ROWE | Secretary Trustee or director, Officer | 1 | $0 |
| DR RICHARD RUGEN | Chairman Trustee or director, Officer | 1 | $0 |
| MARY VAN TUYL | Trustee Trustee or director | 1 | $0 |
| GRAHAM SCAIFE | Trustee Trustee or director | 1 | $0 |
| CHRIS RICHEY | Trustee Trustee or director | 1 | $0 |
| ANDY SKITMORE | Trustee Trustee or director | 1 | $0 |
| CHARLES LOHMANN | Trustee Trustee or director | 1 | $0 |
| GLORIA ROCCHIO | President Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 572, STONY BROOK, NY 11790-0572
- Principal officer (990 for 2024)
- gloria D rocchio
- Signed the 990
- Gloria D Rocchio, President
- Phone
- (631) 751-2244
- Return prepared by
- Nawrocki Smith LLP
Mission
THE ORGANIZATION HOLDS CERTAIN RESTRICTED AND UNRESTRICTED FUNDS USED TO PROVIDE OPERATING SUPPORT TO WARD MELVILLE HERITAGE ORGANIZATION, LTD. AND THE L.I. MUSEUMS OF AMERICAN ART, HISTORY AND CARRIAGES AND THE PROPERTIES OF EAGLE REALTY HOLDINGS, INC.
Program accomplishments
- THE ORGANIZATION HOLDS CERTAIN RESTRICTED AND UNRESTRICTED FUNDS USED TO PROVIDE OPERATING SUPPORT TO WARD MELVILLE HERITAGE ORGANIZATION, LTD. AND THE L.I. MUSEUMS OF AMERICAN ART, HISTORY AND CARRIAGES AND THE PROPERTIES OF EAGLE REALTY HOLDINGS, INC.Expenses $382,886
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 11-3053108
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $59,903,438
- Income (IRS master file)
- $13,524,091
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $2,262,792 | $364,141 | $47,601,277 | IRS |
| 990 | June 2022 | $4,402,706 | $366,466 | $43,288,603 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about HAMLET FUND INC
- What is the EIN of HAMLET FUND INC?
- The employer identification number (EIN) of HAMLET FUND INC is 11-3053108.
- Is HAMLET FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to HAMLET FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HAMLET FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HAMLET FUND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAMLET FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HAMLET FUND INC?
- The 990 for the year ended June 30, 2025 names gloria D rocchio.
- Who are the officers and directors of HAMLET FUND INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does HAMLET FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,670,373, expenses of $395,267 and total assets of $59,903,438 at year end.
Other nonprofits in STONY BROOK
- SB CLINICAL PRACTICE MANAGEMENT PLAN INC EIN 46-1787308 · last filed 990 for 2025
- STONY BROOK INTERNISTS P C EIN 11-2558775 · last filed 990 for 2025
- STONY BROOK FOUNDATION INC EIN 11-6077945 · last filed 990 for 2025
- UNIVERSITY ASSOCIATES IN OBSTETRICS & GYNECOLOGY P C EIN 11-2569522 · last filed 990 for 2025
- FACULTY-STUDENT ASSOC OF STATE UNIVERSITY OF NY AT STONY BROOK EIN 11-1986378 · last filed 990 for 2025
- STONY BROOK CHILDRENS SERVICE UNIVERSITY FACULTY PRACTICE CORP EIN 11-2571524 · last filed 990 for 2025
- STONY BROOK SURGICAL ASSOCIATES UNIVERSITY FACULTY PRACTICE CORP EIN 11-2552333 · last filed 990 for 2025
- STONY BROOK ANESTHESIOLOGY UNIVERSITY FACULTY PRACTICE CORP EIN 11-2553515 · last filed 990 for 2025