2024-11-14T20:21:33-06:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-01-01 137003745 ST BARTHOLOMEW'S CONSERVANCY INC STBA 2127109694 667 MADISON AVENUE 5TH FLOOR NEW YORK NY 10065 CONSTANCE V EVANS EXECUTIVE DIRECTOR 2127109694 2024-11-14 1 1 EVA MRUK P00543254 2122862600 2024-11-14 2023 2024-10-15 13:58:12Z X CONSTANCE V EVANS 667 MADISON AVENUE 5TH FLOOR NEW YORK NY 10065 454826 0 X STBCONSERVANCY.ORG X 1992 DE THE CONSERVANCY RAISES FUNDS FOR EXTERIOR RESTORATION AND PRESERVATION OF THE ST. BARTHOLOMEW'S CHURCH SITE. 16 16 1 16 0 0 1103096 278028 0 0 28782 176798 -441585 0 690293 454826 119241 241868 0 0 153846 137001 30000 0 23007 129193 134904 432280 513773 258013 -58947 5151932 5207020 17185 55135 5134747 5151885 X TO RESTORE AND PRESERVE THE HISTORIC CHARACTER AND ARCHITECTURAL SIGNIFICANCE OF THE LANDMARK ST. BARTHOLOMEW'S SITE (CHURCH, COMMUNITY HOUSE AND GARDENS) IN THE CITY OF NEW YORK. ITS MISSION IS TO RAISE FUNDS NECESSARY TO HELP RESTORE, PRESERVE AND MAINTAIN THE BUILDING EXTERIORS AND GARDENS OF THE ST. BARTHOLOMEW'S SITE AS A GIFT TO THE CITY AND TO THE NATION, AND IN SO DOING, TO BROADEN PUBLIC AWARENESS OF THE IMPORTANCE OF HISTORIC PRESERVATION IN THE URBAN ENVIRONMENT. 0 0 378356 241868 0 DEDICATED TO HELPING RESTORE AND PRESERVE THE EXTERIOR AND GARDENS OF THE ST. BARTHOLOMEW'S SITE, A NEW YORK CITY LANDMARK SINCE 1967 AND A NATIONAL HISTORIC LANDMARK SINCE 2016, THE CONSERVANCY HAS HELPED MAKE IT POSSIBLE TO ACCELERATE THE SITE'S RESTORATION BY HELPING TO DEFRAY SOME OF THE EXPENSE OF REPAIRING ROOFS AND ROOF DRAINS, TERRACES, THE CHURCH BUILDING'S NORTH FACADE, AND THE GREAT DOME TO WHICH THE CONSERVANCY CONTRIBUTED $1.8 MILLION TO ITS RESTORATION. THE CONSERVANCY ALSO FUNDED ILLUMINATION OF THE GREAT DOME. THE FOCUS IS NOW ON THE PARK AVENUE WEST FACADE WITH THE REMARKABLE TRIPLE PORTAL DESIGNED IN 1903 BY STANFORD WHITE OF MCKIM, MEAD, AND WHITE AS A MEMORIAL TO CORNELIUS VANDERBILT II. THE BRONZE DOORS AND FRIEZES ARE EXTRAORDINARY WORKS OF ART DESIGNED AND EXECUTED BY LEADING SCULPTORS OF THEIR DAY: PHILIP MARTINY, HERBERT ADAMS, AND ANDREW O'CONNOR, WITH ADVICE AND SUPERVISION BY DANIEL CHESTER FRENCH. IN 1918 THE PORTAL WAS MOVED SECTION BY SECTION FROM THE CONGREGATION'S PREVIOUS MADISON AVENUE LOCATION AND PROVIDED THE DEFINING CONDITION FOR BERTRAM GOODHUE'S OVERALL ROMANESQUE DESIGN OF THE CHURCH BUILDING.IN 2023 THE CONSERVANCY CONTINUED THE WORK WITH CONSULTANT MATTHEW REILEY OF EXCELSIOR ART SERVICES TO COMPLETE A FULL CONSERVATION EVALUATION OF THE TRIPLE PORTAL AND RELATED ENTRYWAY OF ST. BARTHOLOMEW'S CHURCH. INVESTIGATIONS RANGE WIDELY FROM SCIENTIFIC ANALYSIS OF MATERIALS TO THE ORGANIZATION OF THE TRIPLE PORTAL'S ARCHITECTURAL FEATURES, THE PORTAL'S DISPOSITION OVER THE YEARS,THE CASTING OF THE BRONZE DOORS, AND THE ORIGINS OF THE CIPOLLINO MARBLE COLUMNS. THIS WORK CULMINATED IN A COMPREHENSIVE REPORT WITH RECOMMENDED TREATMENTS FOR CONSERVATION AND PRESERVATION.THE CONSERVANCY PROVIDED FUNDING IN 2023 TOTALING $241,868 FOR OUTSIDE SERVICES FOR THE CAPITAL PROJECT TO PRESERVE / CONSERVE THE TRIPLE PORTAL OF ST. BARTHOLOMEW'S CHURCH. THIS INCLUDED EXCELSIOR ART SERVICES TRIPLE PORTAL INVESTIGATION $157,690; ALPHA PLATFORMS $11,750; SOCOTEC ENGINEERING/BRONZE DOORS $9,250; DIRECT DIMENSIONS $42,500 CONSERVATION LEVEL 3D SCANNING SERVICES TO DOCUMENT TRIPLE PORTAL, EXTERIOR FACADE, RELIEFS, FRIEZE, AND SCULPTURAL ELEMENTS; INTERNATIONAL BIRD CONTROL SYSTEMS (BIRDMASTER) $16,443; AND ADDITIONAL EXPENSES INCLUDING GIL GILBERT VIDEO PRODUCTION FOR TRIPLE PORTAL FILM $4,235. 378356 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X CONSTANCE V EVANS 2127109694 667 MADISON AVENUE 5TH FLOOR NEW YORK NY 10065 CAROLE BAILEY FRENCH PRESIDENT 10.00 X X 0 0 0 ROBERT P WESSELY SECRETARY 3.00 X X 0 0 0 CHARLES B HOLMES TREASURER 2.00 X X 0 0 0 BYRON BELL DIRECTOR 1.00 X 0 0 0 ALEXANDER BRODSKY DIRECTOR 1.00 X 0 0 0 KIRK HENCKELS DIRECTOR 1.00 X 0 0 0 BRUCE C HORTEN DIRECTOR 1.00 X 0 0 0 ELBRUN KIMMELMAN DIRECTOR 1.00 X 0 0 0 ANDREW MILLER DIRECTOR 1.00 X 0 0 0 JAMES W MONTANARI DIRECTOR 1.00 X 0 0 0 PERCY PRESTON JR DIRECTOR 1.00 X 0 0 0 SUSAN A POWELL DIRECTOR 1.00 X 0 0 0 WILLIAM ROSE DIRECTOR 1.00 X 0 0 0 BRETT ROWLAND DIRECTOR 1.00 X 0 0 0 WALTER SEDOVIC DIRECTOR 1.00 X 0 0 0 ROBERT B TIERNEY DIRECTOR 1.00 X 0 0 0 CONSTANCE V EVANS EXECUTIVE DIRECTOR 60.00 X 110000 0 17870 110000 0 17870 1 0 0 0 0 278028 278028 176798 176798 454826 0 0 176798 X 241868 241868 127870 89509 25574 12787 9131 6392 1826 913 30135 30135 6567 6567 57522 13830 38292 5400 6076 2382 3375 319 4353 4353 23765 16635 4753 2377 368 221 147 1015 1015 SUBSCRIPTION & ORG. 4117 2180 726 1211 MISC. OPERATING EXPENSE 986 986 513773 378356 112410 23007 53060 4608824 4645832 108500 18000 524 458 9543 9543 0 0 430052 486270 4032 3400 5151932 5207020 17185 55135 17185 55135 X 4418325 4677331 716422 474554 5134747 5151885 5151932 5207020 -58947 76085 0 X X 0 1 X 1 0 X 334359 4109930 483481 1103096 278028 6308894 334359 4109930 483481 1103096 278028 6308894 4397709 1911185 43536 23033 19690 28782 176798 291839 6600733 0.28950 0.31350 X ST. BARTHOLOMEW'S CONSERVANCY, INC, ("CONSERVANCY") SATISFIED THE 10% FACTS AND CIRCUMSTANCES TEST SET FORTH IN TREASURY REGULATIONS SECTION 1.170A 9(F)(3).THE CONSERVANCY RECEIVED 31.35% IN PUBLIC SUPPORT BASED ON SUPPORT RECEIVED DURING THE 2019 - 2023 TAX YEARS AND IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL SUPPORT ON A CONTINUOUS BASIS, AND HAS A STRATEGIC FUNDRAISING PLAN THAT IS INTENDED TO ATTRACT SUPPORT FROM THE DONORS THAT IT TARGETS. THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE HAS STEADILY INCREASED SINCE 2020, FROM 21.82% TO 28.95%.THROUGHOUT THIS TAX YEAR THE CONSERVANCY MAINTAINED A CONTINUOUS AND ON-GOING BONA FIDE PROGRAM TO SOLICIT CONTRIBUTIONS FROM A DIVERSE GROUP OF PRIVATE FOUNDATIONS, FOR-PROFIT CORPORATIONS, AND INDIVIDUALS, INCLUDING ORAL AND WRITTEN SOLICITATION, DIRECT SOLICITATION EFFORTS TO ENCOURAGE CONTRIBUTIONS, AND EMAILS PERIODICALLY ENCOURAGING CONTRIBUTIONS GENERALLY OR IN SUPPORT OF SPECIFIC CONSERVANCY CHARITABLE INITIATIVES. IN ADDITION, THE CONSERVANCY CONTINUED ITS SOLICITATION EFFORTS TO NEW PROSPECTIVE DONORS AND CONTINUED TO SOLICIT THAT POPULATION THROUGH ORAL AND WRITTEN SOLICITATIONS AND INVITING PROSPECTIVE DONORS TO SMALLER GATHERINGS IN WHICH PROJECTS CAN BE DISCUSSED IN DETAIL.THE CONSERVANCY HAS A DIVERSE BOARD OF DIRECTORS THAT REPRESENTS BROAD INTERESTS OF THE PUBLIC AND THAT INTEREST IS MATCHED BY THE BENEFIT THAT THE CONSERVANCY PROVIDES TO THE PUBLIC BY RESTORING AND PRESERVING ST. BARTHOLOMEW'S CITY IN NEW YORK CITY.THE CONSERVANCY HAS BEEN SUCCESSFUL IN RAISING FUNDS TO HELP RESTORE, PRESERVE, AND MAINTAIN THE BUILDING EXTERIORS AND GARDENS OF THE ST. BARTHOLOMEW'S SITE. IN TAX YEAR 2023, THE CONSERVANCY PROVIDED GRANTS TO ST. BARTHOLOMEW'S CHURCH TOTALING $241,868. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9543 9543 0 0 X 530911 76085 76085 454826 0 454826 513773 0 513773 0 513773 PART X, LINE 2: THE CONSERVANCY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE CONSERVANCY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE CONSERVANCY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2020. 1 ST BARTHOLOMEW'S CHURCH 325 PARK AVENUE NEW YORK NY 10022 135651315 501(C)(3) 241868 0 MULTIPLE VENDORS / CAPITAL PROJECT TRIPLE PORTAL RESTORATION 1 0 PART I, LINE 2: GRANTS ARE GIVEN TO ST. BARTHOLOMEW'S CHURCH FOR SPECIFIC PROJECTS AND FOR WHICH THE CONSERVANCY HAS AGREED TO PROVIDE FUNDING. FUNDS ARE RELEASED AS REIMBURSEMENTS FOR EXPENDITURES THAT ARE SUBMITTED TO THE CONSERVANCY BY INVOICE WITH ALL VENDOR BACKUP INFORMATION INCLUDED. THE INVOICES ARE SUBMITTED BY THE CHURCH'S FINANCIAL MANAGER WITH CONFIRMATION BY THE CHIEF OPERATING OFFICER. THE CONSERVANCY'S EXECUTIVE DIRECTOR REVIEWS ALL OF THE DOCUMENTATION SUBMITTED AND CONFIRMS ITS ACCURACY PRIOR TO PAYMENT. IN 2023, PAYMENTS WERE MADE DIRECTLY TO THE VARIOUS VENDORS WHO WORKED ON THE CAPITAL PROJECTS FOR THE CONSERVANCY. FORM 990, PART VI, SECTION B, LINE 11B ST. BARTHOLOMEW'S CONSERVANCY HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY THE AUDIT COMMITTEE AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD MEMBERS OF THE ORGANIZATION FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY OF ST. BARTHOLOMEW'S CONSERVANCY, INC. (THE "CORPORATION") IS APPLICABLE TO ALL DIRECTORS, OFFICERS, EMPLOYEES, AND OTHERS WHO HAVE THE ABILITY TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE CORPORATION. THE DESIGNATED AUDIT COMMITTEE OF THE BOARD OVERSEES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT WERE TO ARISE, THE INTERESTED PERSON MUST DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS OF THE AUDIT COMMITTEE, IN A WRITTEN STATEMENT OR ORALLY AT A MEETING OF THE BOARD, AND SUCH ORAL DISCLOSURE IS DOCUMENTED IN THE MINUTES OF THE MEETING. THE INTERESTED PERSON IS PRECLUDED FROM BEING PRESENT AT OR PARTICIPATING IN ANY BOARD OR COMMITTEE DELIBERATION OR VOTE RELATED TO THE TRANSACTION OR ARRANGEMENT, GIVING RISE TO A CONFLICT OF INTEREST. AFTER THE INTERESTED PERSONS DISCLOSURE OF THE EXISTENCE OF AND ALL MATERIAL FACTS, THE AUDIT COMMITTEE SHALL DISCUSS AND MAKE A RECOMMENDATION TO THE BOARD AS TO EACH OF THE DETERMINATIONS REQUIRED. IF THE TRANSACTION OR ARRANGEMENT IS ONE IN WHICH THE INTERESTED PERSON HAS A SUBSTANTIAL FINANCIAL INTEREST, THE BOARD OF DIRECTORS CONSIDERS ALTERNATIVES AND SUBSEQUENTLY MAKES A DECISION ON THE TRANSACTION OR ARRANGEMENT BY A MAJORITY VOTE. ALL ACTUAL OR POSSIBLE CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING AT WHICH SUCH DETERMINATIONS ARE MADE. EACH MEMBER OF THE BOARD, OFFICER, MEMBER OF A COMMITTEE WITH POWERS DELEGATED BY THE BOARD OF DIRECTORS AND KEY EMPLOYEE SHALL ANNUALLY SUBMIT TO THE CHAIR OF THE AUDIT COMMITTEE THE WRITTEN STATEMENT DISCLOSING THE EXISTENCE OF ANY POTENTIAL OR ACTUAL CONFLICT OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED USING COMPARABLE DATA, BOARD APPROVAL, AND DOCUMENTATION IN THE MINUTES. THIS PROCESS WAS LAST CONDUCTED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE CONSERVANCY MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G COMMUNICATIONS CONSULTANT: PROGRAM SERVICE EXPENSES 10,308. MANAGEMENT AND GENERAL EXPENSES 38,292. FUNDRAISING EXPENSES 5,400. TOTAL EXPENSES 54,000. GRAPHIC DESIGN CONSULTANT: PROGRAM SERVICE EXPENSES 3,030. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,030. PAYROLL SERVICE FEE: PROGRAM SERVICE EXPENSES 492. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 492. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.