2023-11-14T14:36:24-06:00 2022-12-31 200066099 FULLER LOWENBERG & CO CPAS PC 200 MOTOR PKWY D-24 HAUPPAUGE NY 11788 990 2022-01-01 111770097 PLANTING FIELDS FOUNDATION PLAN 5169229210 PO BOX 660 OYSTER BAY NY 11771 GINA WOUTERS PRESIDENT 5169229210 2023-04-24 1 GINA WOUTERS XXX-XX-XXXX 0 LYNN GIUGLIANO CPA P00955404 6314997900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GINA WOUTERS PO BOX 660 OYSTER BAY NY 11771 1408869 0 X WWW.PLANTINGFIELDS.ORG X 1952 NY PLANTING FIELDS FOUNDATION STRIVES TO PRESERVE AND MAKE RELEVANT TO ALL AUDIENCES THE HERITAGE OF PLANTING FIELDS, AN EARLY 20TH CENTURY 409-ACRE ESTATE, DESIGNED AS AN INTEGRATED COMPOSITION OF THE BUILT AND NATURAL WORLD. 21 21 30 100 46100 3412 1367732 893724 130620 263763 240136 386159 3830966 -285565 5569454 1258081 0 0 0 0 1096171 1254609 0 0 213027 1076199 1673570 2172370 2928179 3397084 -1670098 32216909 27258179 176411 145960 32040498 27112219 X PLANTING FIELDS FOUNDATION WAS FOUNDED IN 1952 AND IS LOCATED IN OYSTER BAY, NEW YORK. THE FOUNDATION'S STATED MISSION IS TO PRESERVE AND MAKE RELEVANT TO ALL AUDIENCES THE HERITAGE OF PLANTING FIELDS, AN EARLY 20TH CENTURY 409-ACRE ESTATE, DESIGNED AS AN INTEGRATED COMPOSITION OF THE BUILT AND NATURAL WORLD. THE FOUNDATION OPERATES IN A FORMER GOLD COAST ESTATE AND IS SURROUNDED BY GREENHOUSES, ROLLING LAWNS, FORMAL GARDENS, WOODLAND PATHS AND PLANT COLLECTIONS. SINCE 1979, THE FOUNDATION HAS WORKED UNDER AN OPERATING AGREEMENT WITH THE NEW YORK STATE OFFICE OF PARKS, RECREATION, AND HISTORIC PRESERVATION FOR THE OPERATION, MAINTENANCE, AND IMPROVEMENT OF PLANTING FIELDS SOLELY FOR THE ENJOYMENT AND BENFIT OF THE PUBLIC. 0 0 1090411 OPERATION, MAINTENANCE AND IMPROVEMENT OF PLANTING FIELDS SOLELY FOR THE BENEFIT OF THE PUBLIC. 1081740 272691 EDUCATION AND OTHER PROGRAMS SUPPORTING PLANTING FIELDS AND TO PROMOTE THE ADVANCEMENT AND DIFFUSION OF KNOWLEDGE ABOUT PLANTING FIELDS AS A PREMIER LONG ISLAND ESTATE. 2172151 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 43 0 30 1 1 1 0 0 0 0 1 1 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X THE ORGANIZATION 5169229210 PO BOX 660 OYSTER BAY NY 11771 HAL DAVIDSON CHAIRMAN/PRESIDENT 10.00 X 0 0 0 STEPHEN H WATTERS TRUSTEE 10.00 X 0 0 0 TIM DOOLEY TRUSTEE 2.00 X 0 0 0 BERNADETTE CASTRO TRUSTEE 2.00 X 0 0 0 MARGARET FRERE TRUSTEE 1.00 X 0 0 0 AMY XU TREASURER 1.00 X X 0 0 0 THOMAS GOLON TRUSTEE 1.00 X 0 0 0 STEPHANIE CLARK TRUSTEE 1.00 X 0 0 0 SARAH COE TRUSTEE 1.00 X 0 0 0 ROBERT MACKAY TRUSTEE 1.00 X 0 0 0 ROBERT FOSCHI TRUSTEE 1.00 X 0 0 0 MICHAEL KEMPNER TRUSTEE 1.00 X 0 0 0 MARY MACDONALD TRUSTEE 1.00 X 0 0 0 JEFFREY LEE MOORE TRUSTEE 1.00 X 0 0 0 JENNY SMITH TRUSTEE 1.00 X 0 0 0 HANNAH BURNS TRUSTEE 1.00 X 0 0 0 DUNCAN SAHNER SECRETARY 1.00 X X 0 0 0 DEBRA DEL VECCHIO TRUSTEE 1.00 X 0 0 0 DAVID R HOLMES TRUSTEE 1.00 X 0 0 0 CONSTANCE HAYDOCK VICE CHAIR 1.00 X X 0 0 0 BRUCE ADDISON TRUSTEE 1.00 X 0 0 0 ANDREW F NEVIN TRUSTEE 1.00 X 0 0 0 TOM MCPARTLAND TRUSTEE 1.00 X 0 0 0 ANNE COE HAYES TRUSTEE EMERITUS 0.50 X 0 0 0 GINA WOUTERS EXECUTIVE DIRECTOR 40.00 X 252731 0 12025 252731 0 12025 1 0 1 0 GEM ENDOWMENT FUND LP 224 W TREMONT AVE CHARLOTTE NC 28203 INVESTMENT MANAGEMENT 195622 THE LAUREL GROUP 31 PROSPECT STREET HUNTINGTON NY 11743 LANDSCAPING 185320 2 65490 175129 49500 603605 893724 EDUCATION COURSES 611600 171951 171951 TOUR INCOME 561520 91532 91532 MISCELLANOUS 459900 280 280 263763 386159 386159 8567 8567 260250 0 260250 260250 260250 68365 175129 144258 -75893 -75893 15458 6530 8928 8928 UBIT REFUND 900099 2126 2126 PASSTHROUGH INCOME 900099 -489543 43974 -533517 -487417 1258081 272691 46100 45566 X 1060753 817450 105666 137637 117862 90828 11741 15293 75994 58563 7570 9861 195622 195622 356484 221301 123940 11243 44337 12277 30882 1178 105680 84380 9218 12082 13341 13341 52071 46749 2771 2551 16707 12874 1664 2169 30067 23171 2995 3901 ARBORETUM MAINTENANCE 581770 581770 RESTORATION AND ENHANCE 85336 85336 PUBLICATION DESIGN AND 44685 32828 11857 EVENTS 42035 42035 105435 49248 39075 17112 2928179 2172151 543001 213027 792679 526849 89145 91320 436714 161910 3150 14425 12005 17828 131265 25100 32855 106165 30834986 26273353 15375 10025 0 56304 32216909 27258179 130628 140536 4176 3503 41607 1921 176411 145960 X 23600922 20235380 8439576 6876839 32040498 27112219 32216909 27258179 -1670098 -3258181 0 X 0 1 X 1 0 X X 1 NYS PARKS 146013200 6 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X SCHEDULE A, PAGE 8 PART VI THE FOUNDATION AND THE NYS PARKS DEPARTMENT WORK TOGETHER TO ACCOMPLISH THE MISSION SET FORTH BY THE FOUNDATION FOUNDER. THE NYS PARKS PROVIDES A FULL TIME ON PREMISE GROUNDS KEEPER THAT ATTENDS ALL MEETINGS AND IS IN DAILY CONTACT WITH THE FOUNDATION'S EXECUTIVE DIRECTOR AND STAFF. SECTION E, LINE 1 C SINCE 1979, THE FOUNDATION HAS WORKED UNDER AN OPERATING AGREEMENT WITH THE NEW YORK STATE OFFICE OF PARKS, RECREATION, AND HISTORIC PRESERVATION ("NYS PARKS OFFICE") FOR THE OPERATION, MAINTENANCE, AND IMPROVEMENT OF PLANTING FIELDS, SOLELY FOR THE ENJOYMENT AND BENEFIT OF THE PUBLIC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 28190325 -205014 293495 27691816 25921663 3688720 1420058 28190325 24684705 3073086 1836128 25921663 23362686 10 2693552 1371543 24684705 24777917 113 -324418 1090926 23362686 0 0 131265 25100 106165 106165 GEM ENDOWMENT FUND, LP 24856958 F CERTIFICATES OF DEPOSIT 50002 C GEF-STL FUND 1366393 F 26273353 STATE TAXES PAYABLE 1921 1921 -2126758 -3258179 7200 75893 -3175086 1048328 195622 14131 209753 1258081 2801519 7200 75893 83093 2718426 195622 14131 209753 2928179 PART III, LINE 1A: THE FOUNDATION HAS A COLLECTION OF FURNISHINGS, DECORATIVE ARTS AND ARCHIVAL MATERIAL THAT WERE ACQUIRED THROUGH PURCHASE OR DONATION. IT IS THE POLICY OF THE FOUNDATION THAT PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS ARE TO BE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. PART III, LINE 4: THE FOUNDATION HAS A COLLECTION OF FURNISHINGS, DECORATIVE ARTS AND ARCHIVAL MATERIAL THAT WERE AQUIRED THROUGH PURCHSE OR DONATION. THE COLLECTION IS ON DISPLAY AT COE HALL. THE FOUNDATION EMPLOYS A CURATOR TO ENSURE THAT THE COLLECTION IS PROTECTED AND PRESERVED AND THAT THE GUIDELINES OF THEIR COLLECTIONS POLICY ARE ADHERED TO. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED AGAINST REVENUES PART XI, LINE 4B - OTHER ADJUSTMENTS: FOREIGN TAX PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED AGAINST REVENUES PART XII, LINE 4B - OTHER ADJUSTMENTS: FOREIGN TAX WINTER FUNDRAISER 133085 102835 30250 51284 33720 SPRING FUNDRAISER 44662 19147 25515 42725 176 1 65747 53147 12600 16353 243494 175129 68365 94009 50249 144258 -75893 X 0 1 X X X 0 0 0 0 0 0 0 0 0 GINA WOUTERS EXECUTIVE DIRECTOR 160331 0 30000 0 62400 0 12025 0 0 0 264756 0 0 0 X 1 28758 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 RELATED BOARD MEMBERS: PLEASE NOTE THAT THE FOLLOWING BOARD MEMBERS ARE RELATED AS FAMILY: SARAH COE, TRUSTEE ANN COE HAYES, TRUSTEE EMERITUS MARGARET HAYES FRERE, TRUSTEE FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE AND THEN GIVEN TO THE ENTIRE BOARD TO READ. THE COMPLETED 990 IS APPROVED BY THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY AFFIRM COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'S SALARY INCLUDES OBTAINING COMPARABILITY DATA, APPROVAL BY ALL INDEPENDENT BOARD MEMBERS AND DOCUMENTATION IN THE BOARD MINUTES. THERE ARE NO OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANICAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G INSTRUCTORS AND HONORARIA: PROGRAM SERVICE EXPENSES 112,473. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,370. TOTAL EXPENSES 119,843. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 108,828. MANAGEMENT AND GENERAL EXPENSES 123,940. FUNDRAISING EXPENSES 3,873. TOTAL EXPENSES 236,641.