Jay Heritage Center: FY2020 Nonprofit Profile & Form 990 (EIN 13-3585332)

The Jay Heritage Center has completed the first phase of a major restoration project to stabilize its 1916 Palmer Indoor Tennis House. The project, which included structural repairs to shore up the building's trusses and sills, was funded by the Hurricane Sandy Disaster Relief Assistance Grant Program from the National Parks Service.

$395Kprogram expense

02

Preservation/restoration, not including capitalized restoration and rehabilitation costs. The restoration is a significant program activity, however by capitalizing the costs of this program activity those costs are not reflected in the center's program expenses.

$384Kprogram expense

03

Public Programs

Guided tours of Jay House restoration-in-progress, tours of Boston Post Road historical district, publication of district guide, slide presentations, lectures and exhibits on history, architecture, and landscape: museum theater program for schools and public (Striving for Freedom) school programs on history and architecture in classrooms…

$121Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

Fidelity Investments Charitable Gift FundFY2024$104K

Parks & Trails New York INCFY2024$75K

Chess FoundationFY2024$36K

The Bessemer Giving FundFY2024$20K

Vanguard Charitable Endowment ProgramFY2024$10K

Nolan Fam FoundationFY2024$10K

Barbara Dorsch Foundation INCFY2024$10K

Peter and Rosanne Aresty FoundationFY2024$2K

Total grants receivedfrom 9 funders$268K

See all 9 funders →

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1.1M

Ln 12

Gifts and grantsLn 1h$1.1M

Fees for servicesLn 2g$56K

Other incomeLn 4–11$11K

Money outPt IX

$1.0M

Ln 25

Programscol B$900K

Managementcol C$60K

Fundraisingcol D$76K

Owns and owesPt X

$7.8M

net assets · Ln 32

Cash and savingsLn 1–2$504K

Total assetsLn 16$8.0M

LiabilitiesLn 26$164K

PeoplePt VI, VII

26

listed · VII A

PaidVII A0

Voting boardVI 1a16

IndependentVI 1b16

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1.1M

Government grantsLn 1e$516K

Fundraising eventsLn 1c$35K

Fees for servicesLn 2g$56K

Investment incomeLn 3$812

Other incomeLn 4–11$11K

Gains on assetsLn 7−$2K

Total revenueLn 12$1.1M

Assets in detailPt X, end of year

SavingsLn 2$504K

Cash and savings togetherLn 1–2$504K

Prepaid expenses and deferred chargesLn 9$895

Land, buildings, equipmentLn 10c$13K

InvestmentsLn 11–13$65K

Other assetsLn 15$7.4M

Total assetsLn 16$8.0M

LiabilitiesLn 26$164K

Net assetsLn 32$7.8M

OperationsPt I, VI

EmployeesI 52

VolunteersI 615

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$456K	$504K
InvestmentsLn 11–13	$161K	$65K
Land, buildings, equipmentLn 10c	$17K	$13K
Total assetsLn 16	$8.5M	$8.0M
LiabilitiesLn 26	$7K	$164K
Net assetsLn 32	$8.4M	$7.8M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$115K	$46K	$23K	$46K
Other salaries and wagesLn 7	$43K	$30K	$9K	$4K
Payroll taxesLn 10	$5K	$3K	$976	$488
Accounting feesLn 11c	$31K	$13K	$16K	$1K
Office expensesLn 13	$8K	$2K	$4K	$2K
Information technologyLn 14	$20K			$20K
OccupancyLn 16	$23K	$20K	$2K
Depreciation, depletion and amortizationLn 22	$4K	$4K
InsuranceLn 23	$24K	$21K	$2K	$1K
Other expenses (24a–d)Ln 24	$764K	$761K	$2K	$686
Total functional expensesLn 25	$1.0M	$900K	$60K	$76K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 LatestFiled with the IRS Nov 17, 2025	$875K	$807K	$68K	$11.3M	990 PDF
FY2023Filed with the IRS Nov 15, 2024	$2.0M	$571K	$1.5M	$11.4M	990 PDF
FY2022Filed with the IRS Nov 15, 2023	$2.4M	$584K	$1.9M	$10.0M	990 PDF
FY2021Filed with the IRS Nov 14, 2022	$811K	$508K	$303K	$8.1M	990 PDF
FY2020 ViewingFiled with the IRS Nov 15, 2021	$1.1M	$1.0M	$106K	$7.8M	990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2020 990 (6 parts)

Part I · Summary $1,143,065 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $481,202$1,076,002

I-9 Program service revenuePrior year $55,591$55,738

I-10 Investment incomePrior year $5,860$812

I-11 Other revenuePrior year $13,114$10,513

I-12 Total revenuePrior year $555,767$1,143,065

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $107,513$162,907

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $315,962$873,696

I-18 Total expensesPrior year $423,475$1,036,603

I-19 Revenue less expensesPrior year $132,292$106,462

Part VI · Governance 16 of 16 board members independent, 2 to look at

VI-1a Voting members of the governing body16

VI-1b Independent voting members16

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $1,143,065 across 10 lines filed

VIII-1b Membership dues$1,165

VIII-1c Fundraising events$35,000

VIII-1e Government grants$515,851

VIII-1f All other contributions, gifts and grants$523,986

VIII-1h Total contributions, gifts and grants$1,076,002

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $55,738$55,738

VIII-3 Investment incomeRelated to mission $2,764$2,764

VIII-7 Net gain or loss on sales of assetsRelated to mission −$1,952−$1,952

VIII-8 Net income from fundraising eventsExcluded from tax $10,513$10,513

VIII-12 Total revenueRelated to mission $56,550 · Unrelated business $0 · Excluded from tax $10,513$1,143,065

Part IX · Statement of functional expenses $1,036,603 across 10 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $46,003 · Management $23,002 · Fundraising $46,003$115,008

IX-7 Other salaries and wagesPrograms $30,115 · Management $8,604 · Fundraising $4,302$43,021

IX-10 Payroll taxesPrograms $3,414 · Management $976 · Fundraising $488$4,878

IX-11c Accounting feesPrograms $13,376 · Management $16,144 · Fundraising $1,230$30,750

IX-13 Office expensesPrograms $1,863 · Management $3,993 · Fundraising $2,414$8,270

IX-14 Information technologyFundraising $20,095$20,095

IX-16 OccupancyPrograms $20,375 · Management $2,264$22,639

IX-22 Depreciation, depletion and amortizationPrograms $3,600$3,600

IX-23 InsurancePrograms $20,696 · Management $2,435 · Fundraising $1,217$24,348

IX-24 Other expenses (24a–d)Programs $760,924 · Management $2,384 · Fundraising $686$763,994

IX-25 Total functional expensesPrograms $900,366 · Management $59,802 · Fundraising $76,435$1,036,603

Part X · Balance sheet $7,997,524 assets, 12 lines filed

X-2 Savings and temporary cash investmentsStart of year $456,091$504,070

X-9 Prepaid expenses and deferred chargesStart of year $895$895

X-10c Land, buildings and equipment, netStart of year $17,073$13,473

X-11 Publicly traded securitiesStart of year $161,153$65,036

X-15 Other assetsStart of year $7,815,882$7,414,050

X-16 Total assetsStart of year $8,451,094$7,997,524

X-17 Accounts payable and accrued expensesStart of year $7,150$163,680

X-26 Total liabilitiesStart of year $7,150$163,680

X-27 Net assets without donor restrictionsStart of year $7,786,447$7,550,303

X-28 Net assets with donor restrictionsStart of year $657,497$283,541

X-32 Total net assets or fund balancesStart of year $8,443,944$7,833,844

X-33 Total liabilities and net assetsStart of year $8,451,094$7,997,524

Part XI · Reconciliation of net assets $7,833,844 net assets at year end

XI-1 Total revenue$1,143,065

XI-2 Total expenses$1,036,603

XI-3 Revenue less expenses$106,462

XI-4 Net assets at start of year$8,443,944

XI-5 Net unrealized gains (losses) on investments$1,561

XI-9 Other changes in net assets−$718,123

XI-10 Net assets at end of year$7,833,844

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Jay Heritage Center FY2020 filing

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Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Jay Heritage Center