2025-10-28T19:25:10-05:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2024-01-01 137003745 ST BARTHOLOMEW'S CONSERVANCY INC STBA 2127109694 667 MADISON AVENUE 5TH FLOOR NEW YORK NY 10065 CONSTANCE V EVANS EXECUTIVE DIRECTOR 2127109694 2025-10-28 1 1 EVA MRUK P00543254 2122862600 2025-10-23 2024 2025-03-06 01:10:19Z CONSTANCE V EVANS 667 MADISON AVENUE 5TH FLOOR NEW YORK NY 10065 611328 0 X STBCONSERVANCY.ORG X 1992 DE THE CONSERVANCY RAISES FUNDS FOR EXTERIOR RESTORATION AND PRESERVATION OF THE ST. BARTHOLOMEW'S CHURCH SITE. 15 15 1 16 0 0 278028 382750 0 0 176798 228578 0 0 454826 611328 241868 23037 0 0 137001 136989 0 0 22937 134904 116785 513773 276811 -58947 334517 5207020 5535297 55135 17750 5151885 5517547 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 182481 23037 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 CONTINUES ON THE PARK AVENUE WEST FACADE WITH THE REMARKABLE TRIPLE PORTAL DESIGNED IN 1901 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 NEW CHURCH BUILDING.IN 2024 THE CONSERVANCY CONTINUED THE WORK ON THE CONSERVATION EVALUATION OF THE TRIPLE PORTAL AND RELATED ENTRYWAY OF ST. BARTHOLOMEW'S CHURCH. INVESTIGATIONS RANGED FROM SCIENTIFIC ANALYSIS OF MATERIALS THE ORGANIZATION OF THE TRIPLE PORTAL'S ARCHITECTURAL FEATURES, NEGATIVE EFFECTS OF POLLUTION ON THE PORTAL OVER THE YEARS, THE CASTING OF THE BRONZE DOORS, AND THE EARLY (UNSUCCESSFUL) REPAIRS MADE ON THE CIPOLLINO MARBLE COLUMNS. THIS WORK CULMINATED IN A COMPREHENSIVE CONSERVATION EVALUATION SUMMARY REPORT SUBMITTED BY EXCELSIOR ART SERVICES WITH RECOMMENDED TREATMENTS FOR CONSERVATION AND PRESERVATION. THESE TREATMENTS WILL BE TESTED BY THE PROJECT'S LEAD CONSERVATOR TO DETERMINE THE BEST APPROACHES.A NATIONAL SEARCH FOR THE LEAD CONSERVATOR FOR TRIPLE PORTAL CONSERVATION WAS SUCCESSFULLY UNDERTAKEN IN 2024. FOLLOWING A NATIONAL REQUEST FOR QUALIFICATIONS, ST. BARTHOLOMEW'S CONSERVANCY AND ST. BARTHOLOMEW'S CHURCH JOINTLY SELECTED AMANDA TRIENENS AS THE TRIPLE PORTAL CONSERVATION PROJECT'S LEAD CONSERVATOR. MS. TRIENENS, FOUNDING PRINCIPAL OF CULTURAL HERITAGE CONSERVATION LLC (CHC), HAS MORE THAN 20 YEARS OF FIELD EXPERIENCE WORKING ON HISTORIC STRUCTURES, MONUMENTS, AND SCULPTURES. THE FIRM'S OVERARCHING GOAL IS TO ENSURE THE LONGEVITY OF OUR SHARED CULTURAL HERITAGE WHILE ATTENDING TO THE NEEDS OF EXPECTATIONS OF A SPECTRUM OF CLIENTS. PHILOSOPHICALLY, CHC PROJECTS ARE KNOWN FOR EMBRACING (I) MAXIMUM RETENTION OF ORIGINAL MATERIALS, (II) (RECOMMENDING REPAIRS WHOSE DURABILITY DERIVES FROM BEING MECHANICALLY COMPATIBLE WITH THOSE MATERIALS; (III) SPECIFYING CONSERVATION TREATMENTS THAT ARE BOTH EFFECTIVE AND MINIMALLY INVASIVE, AND (IV) DRAWING ATTENTION TO THE PUBLIC SIGNIFICANCE OF HERITAGE CONSERVATION PROJECTS. WHILE OFFERING A FULL ARRAY OF DESIGN DEVELOPMENT AND TESTING SERVICES, THE FIRM IS ALSO UNIQUELY EQUIPPED TO MANAGE CONSERVATION IMPLEMENTATION.THE CONSERVANCY ALSO PROVIDED FUNDING IN 2024 TOTALING $23,037 FOR OUTSIDE SERVICES FOR THE CAPITAL PROJECT TO PRESERVE / CONSERVE THE TRIPLE PORTAL OF ST. BARTHOLOMEW'S CHURCH. THIS INCLUDED TRIPLE PORTAL SAMPLE ANALYSIS, GRAPHIC DESIGN SERVICES, LEGAL ADVICE FOR TRIPLE PORTAL AGREEMENT, 3D IMAGING RENDERS OF BRONZE DOORS, PHOTO USAGE FEES, TRIPLE PORTAL CONSERVATOR'S REPORT PRINTING AND MAILING, AND CONTINUED PRODUCTION ON THE TRIPLE PORTAL FILM - A MASTERPIECE HIDING IN PLAIN SIGHT: THE STANFORD WHITE TRIPLE PORTAL OF ST. BARTHOLOMEW'S CHURCH. 182481 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 8 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 WALTER SEDOVIC PRESIDENT 1.00 X X 0 0 0 CAROLE BAILEY FRENCH CHAIR 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 THRU 062024 DIRECTOR 1.00 X 0 0 0 JAMES W MONTANARI DIRECTOR 1.00 X 0 0 0 SUSAN A POWELL DIRECTOR 1.00 X 0 0 0 PERCY PRESTON JR 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 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 382750 382750 228578 228578 611328 0 0 228578 X 23037 23037 127870 89509 25574 12787 9119 6383 1824 912 19565 19565 9342 9342 46296 40156 1740 4400 540 540 8743 2218 6208 317 3183 3183 24840 17388 4968 2484 128 128 259 9 250 897 897 SUBSCRIPTION & ORG. 2992 598 897 1497 276811 182481 71393 22937 53060 48850 4645832 5468375 18000 14192 458 480 9543 9543 0 0 486270 0 3400 3400 5207020 5535297 55135 17750 55135 17750 X 4677331 4917993 474554 599554 5151885 5517547 5207020 5535297 334517 31145 0 X X 0 1 X 1 0 X 4109930 483481 1103096 278028 382750 6357285 4109930 483481 1103096 278028 382750 6357285 4371384 1985901 23033 19690 28782 176798 228578 476881 6834166 0.29060 0.28950 X DURING THE FIVE-YEAR COMPUTATION PERIOD (2020 THROUGH 2024), THE CONSERVANCY DERIVED 29.06 PERCENT OF ITS TOTAL SUPPORT FROM THE GENERAL PUBLIC, PRIVATE FOUNDATIONS, CORPORATIONS, AND OTHER CHARITABLE SOURCES. THIS PERCENTAGE DEMONSTRATES A SUBSTANTIAL AND STEADILY INCREASING LEVEL OF PUBLIC PARTICIPATION AND CLEARLY ESTABLISHES THE ORGANIZATION'S RESPONSIVENESS TO A BROAD PUBLIC CONSTITUENCY. SINCE 2020, ITS PUBLIC SUPPORT PERCENTAGE HAS RISEN FROM 21.82 PERCENT TO 29.06 PERCENT WHICH REFLECTS THE SUCCESS OF ITS LONG-TERM STRATEGY TO DIVERSIFY AND EXPAND ITS BASE OF SUPPORT.THE CONSERVANCY IS ORGANIZED AND OPERATED TO ATTRACT PUBLIC SUPPORT ON A CONTINUOUS AND SUSTAINED BASIS. IT FOLLOWS A STRATEGIC FUNDRAISING PLAN DESIGNED TO ENGAGE NEW DONORS EACH YEAR WHILE MAINTAINING ONGOING RELATIONSHIPS WITH ESTABLISHED CONTRIBUTORS WHICH MAY INCLUDE, BUT NOT LIMITED TO, DIRECT MAIL, FOUNDATION AND CORPORATE OUTREACH, TARGETED PERSONAL SOLICITATIONS, ETC. THAT HIGHLIGHT SPECIFIC PRESERVATION PROJECTS. FUNDRAISING EFFORTS ARE CONTINUOUS THROUGHOUT THE YEAR AND ARE INTENTIONALLY DIVERSIFIED ACROSS INDIVIDUALS, FOUNDATIONS, AND THE BUSINESS COMMUNITY TO AVOID RELIANCE ON ANY SINGLE SOURCE OF FUNDING.THE CONSERVANCY'S BOARD OF DIRECTORS IS BROADLY REPRESENTATIVE OF THE PUBLIC. THIS DIVERSITY ENSURES THAT THE CONSERVANCY'S DECISIONS REFLECT THE COMMUNITY'S INTEREST IN SAFEGUARDING ONE OF NEW YORK CITY'S MOST IMPORTANT HISTORIC LANDMARKS. THE ORGANIZATION'S WORK PROVIDES A DIRECT AND SIGNIFICANT PUBLIC BENEFIT BY RESTORING AND PRESERVING THE HISTORIC ST. BARTHOLOMEW'S CHURCH SITE, A NEW YORK CITY LANDMARK AND NATIONAL HISTORIC LANDMARK, FOR THE CULTURAL AND EDUCATIONAL ENJOYMENT OF THE PUBLIC.THROUGHOUT THE 2024 TAX YEAR, THE CONSERVANCY MAINTAINED AN ACTIVE SOLICITATION PROGRAM. THESE EFFORTS SUCCESSFULLY GENERATED FINANCIAL SUPPORT FROM NUMEROUS FOUNDATIONS, CORPORATIONS, AND INDIVIDUAL DONORS. AS A RESULT, THE CONSERVANCY WAS ABLE TO FUND CRITICAL RESTORATION WORK FOR ST. BARTHOLOMEW'S CHURCH, INCLUDING CAPITAL PROGRAM SERVICES TOTALING $23,037 FOR THE TRIPLE PORTAL CONSERVATION AND RELATED PRESERVATION PROJECTS, FURTHER ADVANCING ITS CHARITABLE MISSION. BY VIRTUE OF ITS GROWING PUBLIC SUPPORT, DIVERSE GOVERNANCE, CONTINUOUS FUNDRAISING ACTIVITY, AND DEMONSTRATED SERVICE TO THE COMMUNITY, THE CONSERVANCY MEETS THE INTENT AND SPIRIT OF THE 10 PERCENT FACTS-AND-CIRCUMSTANCES TEST AND CONTINUES TO OPERATE AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9543 9543 0 0 X 642473 31145 31145 611328 0 611328 276811 0 276811 0 276811 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 2021. 1 ST BARTHOLOMEW'S CHURCH 325 PARK AVENUE NEW YORK NY 10022 135651315 501(C)(3) 23037 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 2024, PAYMENTS WERE MADE DIRECTLY TO THE VARIOUS VENDORS WHO WORKED ON THE CAPITAL PROJECTS FOR THE CONSERVANCY AS PART OF THE SPECIAL PROJECTS THE CONSERVANCY UNDERTAKES FOR THE CHURCH. 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. THERE WAS NO CHANGE IN THE 2024 COMPENSATION. 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 39,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,400. TOTAL EXPENSES 44,000. GRAPHIC DESIGN CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,740. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,740. PAYROLL SERVICE FEE: PROGRAM SERVICE EXPENSES 556. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 556. 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.