Form990-PF
Click to see attachment
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
AVALON NATURE PRESERVE INC
 
Number and street (or P.O. box number if mail is not delivered to street address)200 HARBOR ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STONY BROOK, NY11790
A Employer identification number

75-3165488
B Telephone number (see instructions)

(631) 689-0619
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$43,010,885J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 9,550,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,035 2,035 2,035
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances 413
b Less: Cost of goods sold.... 272
c Gross profit or (loss) (attach schedule)..... 141 141
11 Other income (attach schedule)....... Click to see attachment 8,460 0 8,460
12 Total. Add lines 1 through 11........ 9,560,636 2,035 10,636
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 461,163 0 0 461,163
14 Other employee salaries and wages...... 1,552,767 0 0 1,553,006
15 Pension plans, employee benefits....... 978,174 0 0 966,213
16a Legal fees (attach schedule)......... Click to see attachment 8,848 0 0 8,848
b Accounting fees (attach schedule)....... Click to see attachment 28,000 0 0 24,570
c Other professional fees (attach schedule).... Click to see attachment 36,762 0 0 51,532
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,342 0 0 2,803
19 Depreciation (attach schedule) and depletion... 2,056,207 0 0
20 Occupancy.............. 65,670 0 0 66,246
21 Travel, conferences, and meetings....... 12,244 0 0 12,244
22 Printing and publications.......... 4,687 0 0 2,845
23 Other expenses (attach schedule)....... Click to see attachment 1,046,886 14 10,636 915,655
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,254,750 14 10,636 4,065,125
25 Contributions, gifts, grants paid....... 316,015 334,217
26 Total expenses and disbursements. Add lines 24 and 25 6,570,765 14 10,636 4,399,342
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,989,871
b Net investment income (if negative, enter -0-) 2,021
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 153,709 331,306 331,306
2 Savings and temporary cash investments......... 1,785,776 3,345,461 3,345,461
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 37,680 45,632 45,632
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet44,663,823
Less: accumulated depreciation (attach schedule) bullet5,375,337 37,998,507 Click to see attachment39,288,486 39,288,486
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 39,975,672 43,010,885 43,010,885
Liabilities 17 Accounts payable and accrued expenses.......... 114,500 159,842
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 114,500 159,842
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 39,861,172 42,851,043
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 39,861,172 42,851,043
30 Total liabilities and net assets/fund balances (see instructions). 39,975,672 43,010,885
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
39,861,172
2
Enter amount from Part I, line 27a .....................
2
2,989,871
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
42,851,043
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
42,851,043
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 28
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 28
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,760
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,760
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,732
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,732 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.AVALONNATUREPRESERVE.ORG
    14
    The books are in care ofbulletELIZABETH WILLIAMSON Telephone no.bullet (631) 689-0619

    Located atbullet200 HARBOR ROADSTONY BROOKNY ZIP+4bullet11790
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROBERT GAFFNEY DIRECTOR
    0.05     		0 0 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    VICTORIA GERARD DIRECTOR
    0.05     		0 0 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    GREGG EISENSTEIN DIRECTOR
    0.05     		0 0 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    JOHN CASEY DIRECTOR
    0.05     		0 0 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    PAUL RANDALL DIRECTOR
    0.05     		0 0 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    CHARLES MUNCH DIRECTOR
    0.05     		0 0 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    MICHAEL STROZIER DIRECTOR
    0.05     		0 0 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    KATHARINE GRIFFITHS PRESIDENT
    40.00     		302,367 46,112 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    ELIZABETH WILLIAMSON SECRETARY/TREASURER
    30.00     		158,796 64,329 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    MARK BRUNN HEAD OF MAINTENANCE
    40.00     		174,396 65,870 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    TOM CAROLAN MAINTENANCE
    40.00     		140,767 62,668 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    DOUGLAS BLAKE MAINTENANCE
    40.00     		121,603 60,752 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    SARAH HADDOCK ADMINISTRATIVE
    35.00     		108,142 39,772 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    BENJAMIN KALINSKY HEAD OF SECURITY
    40.00     		124,602 15,492 0
    200 HARBOR ROAD
    STONY BROOK,NY11790
    Total number of other employees paid over $50,000...................bullet 10
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MSA SECURITY SECURITY SERVICES 310,475
    9 MURRAY STREET
    NEW YORK,NY10007
    MICHAEL WEBER ACCOUNTING SERVICES 50,841
    200 HARBOR ROAD
    STONY BROOK,NY11790
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PRESERVATION & MAINTENANCE OF NATURE PRESERVEAVALON NATURE PRESERVE WAS ESTABLISHED TO CELEBRATE THE LIFE OF PAUL SIMONS AND HIS LOVE FOR NATURE AND THE OUTDOORS. AVALON OWNS, OPERATES, AND MAINTAINS A 216 ACRE PRESERVE CONSISTING OF FIELDS, FOREST, WETLANDS AND AGRICULTURAL LAND. THE FOUNDATION SEEKS TO PROTECT AND RESTORE THE ECOLOGICAL AND HISTORICAL HERITAGE OF THE PRESERVE. IT IS THE DESIRE OF THE FOUNDATION TO INSPIRE PRESENT AND FUTURE GENERATIONS TO CULTIVATE THEIR OWN CONNECTIONS TO THE NATURAL WORLD. AVALON IS OPEN YEAR-ROUND FOR PUBLIC ENJOYMENT. 4,004,939
    2 OUTDOOR EDUCATION, NATURE PROGRAMS AND LECTURE SERIES AVALON OFFERS VARIOUS PROGRAMS INCLUDING, BUT NOT LIMITED TO, YOUTH BASED PROGRAMS WHICH ATTEMPT TO GET THE YOUNGER GENERATIONS INTO THE OUTDOORS AND CONNECTED TO THE ENVIRONMENT. MORE INFORMATION CAN BE FOUND ON AVALON'S WEBSITE, HTTPS//AVALONNATUREPRESERVE.ORG. 153,603
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    3,266,241
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,266,241
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,266,241
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    48,994
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,217,247
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    160,862
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
     
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7  
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$  
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
    2005-04-13
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
    0 0 0 0 0
    b 85% (0.85) of line 2a ......... 0 0 0 0 0
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		50,000 1,064,311 3,105,805 620,050 4,840,166
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		50,000 1,064,311 3,105,805 620,050 4,840,166
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 43,010,885 39,975,672 36,116,095 35,199,492 154,302,144
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 39,288,486 37,998,507 33,118,278 28,968,870 139,374,141
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		        0
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AFRICAN WILDLIFE FOUNDATION
    1100 NEW JERSEY AVE SE SUITE 900
    WASHINGTON,DC20003     		N/A PC GENERAL SUPPORT 500
    ALZHEIMER'S ASSOCIATION LONG ISLAND CHAPTER
    300 BROADHOLLOW ROAD
    MELVILLE,NY11747     		N/A PC GENERAL SUPPORT 50
    AMERICAN HIMALAYAN FOUNDATION
    909 MONTGOMERY STREET SUITE 400
    SAN FRANCISCO,CA94133     		N/A PC GENERAL SUPPORT 500
    ANIMAL RESCUE FOUNDATION
    2890 MITCHELL DRIVE
    WALNUT CREEK,CA94598     		N/A PC GENERAL SUPPORT 100
    ASPCA
    424 EAST 92ND STREET
    NEW YORK,NY10128     		N/A PC GENERAL SUPPORT 200
    BORDERLANDS RESTORATION NETWORK
    PO BOX 121
    PATAGONIA,AZ85624     		N/A PC GENERAL SUPPORT 206
    BRIGHTFOCUS FOUNDATION
    22512 GATEWAY CENTER DR
    CLARKSBURG,MD20871     		N/A PC GENERAL SUPPORT 100
    CONNECTICUT FUND FOR THE ENVIRONMENT
    900 CHAPEL STREET UPPER MEZZANINE
    NEW HAVEN,CT06510     		N/A PC GENERAL SUPPORT 35,000
    DANNY AND RON'S RESCUE
    PO BOX 604
    CAMDEN,SC29021     		N/A PC GENERAL SUPPORT 1,500
    DOCTORS WITHOUT BORDERS
    PO BOX 5023
    HAGERSTOWN,MD217415023     		N/A PC GENERAL SUPPORT 500
    ENVIRONMENTAL DEFENSE FUND
    1875 CONNECTICUT AVE NW
    WASHINGTON,DC20009     		N/A PC GENERAL SUPPORT 70
    FEEDING AMERICA
    35 E WACKER DR SUITE 2000
    CHICAGO,IL60601     		N/A PC GENERAL SUPPORT 100
    FOUR HARBORS AUDUBON SOCIETY
    PO BOX 101
    ST JAMES,NY11780     		N/A PC GENERAL SUPPORT 500
    FRANK MELVILLE MEMORIAL PARK
    PO BOX 2967
    SETAUKET,NY117330876     		N/A POF MAINTAINING THE PRESERVE FOR VISITORS TO ENJOY THROUGHOUT ALL SEASONS. 2,500
    HALLOCKVILLE MUSEUM FARM
    6038 SOUND AVENUE
    RIVERHEAD,NY11901     		N/A PC GENERAL SUPPORT 1,000
    HUMANE SOCIETY OF NEW YORK
    306 EAST 59TH ST
    NEW YORK,NY10022     		N/A PC GENERAL SUPPORT 200
    HUMANE SOCIETY OF THE UNITED STATES
    1255 23RD ST NW SUITE 450
    WASHINGTON,DC20037     		N/A PC GENERAL SUPPORT 150
    INTERNATIONAL RESCUE COMMITTEE
    PO BOX 6068
    ALBERT LEA,MN560079847     		N/A PC GENERAL SUPPORT 200
    LAND TRUST ALLIANCE
    1250 H STREET NW SUITE 600
    WASHINGTON,DC20005     		N/A PC GENERAL SUPPORT 1,000
    LONGHOUSE RESERVE
    133 HANDS CREEK ROAD
    EAST HAMPTON,NY11937     		N/A PC GENERAL SUPPORT 1,000
    MARCH OF DIMES
    PO BOX 8972
    TOPEKA,KS666088972     		N/A PC GENERAL SUPPORT 50
    NATIONAL WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DRIVE
    RESTON,VA20190     		N/A PC GENERAL SUPPORT 100
    PECONIC LAND TRUST
    296 HAMPTON ROAD PO BOX 1776
    SOUTHAMPTON,NY11969     		N/A PC GENERAL SUPPORT 10,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    PO BOX 97166
    WASHINGTON,DC200907166     		N/A PC GENERAL SUPPORT 200
    QUOGUE WILDLIFE REFUGE
    PO BOX 492
    QUOGUE,NY11959     		N/A PC GENERAL SUPPORT 2,500
    SAVE THE CHILDREN
    501 KINGS HWY EAST SUITE 400
    FAIRFIELD,CT06825     		N/A PC GENERAL SUPPORT 204
    SAVE-A-PET
    608 ROUTE 112
    PORT JEFFERSON STATION,NY11776     		N/A PC GENERAL SUPPORT 258
    SIERRA CLUB FOUNDATION
    2101 WEBSTER ST
    OAKLAND,CA94612     		N/A PC GENERAL SUPPORT 70
    ST JAMES HOH PRESERVATION COALITION
    PO BOX 83
    ST JAMES,NY11780     		N/A PC GENERAL SUPPORT 6,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		N/A PC GENERAL SUPPORT 600
    STONY BROOK FOUNDATION
    488 ADMINISTRATION BUILDING STONY
    BROOK UNIVERSITY
    STONY BROOK,NY11794     		N/A PC GENERAL SUPPORT 700
    SUSAN G KOMEN BREAST CANCER FOUNDATION
    PO BOX 801889
    DALLAS,TX75380     		N/A PC GENERAL SUPPORT 40
    THE HEADSTRONG PROJECT
    PO BOX 412572
    BOSTON,MA02241     		N/A PC GENERAL SUPPORT 200
    THE NATURE CONSERVANCY
    PO BOX 5125
    EAST HAMPTON,NY11937     		N/A PC GENERAL SUPPORT 25,206
    THE SAFINA CENTER
    80 NORTH COUNTRY RD
    SETAUKET,NY11733     		N/A PC GENERAL SUPPORT 5,000
    THE SAINT JAMES FIRE DEPARTMENT INCORPORATED
    221 JEFFERSON AVE
    ST JAMES,NY11780     		N/A PC GENERAL SUPPORT 125,000
    THE SATO PROJECT
    130 WATER ST
    BROOKLYN,NY11201     		N/A PC GENERAL SUPPORT 206
    THE TREVOR PROJECT DEVELOPMENT
    PO BOX 69232
    WEST HOLLYWOOD,CA90069     		N/A PC GENERAL SUPPORT 200
    THREE VILLAGE COMMUNITY TRUST
    PO BOX 2596
    SETAUKET,NY11733     		N/A PC GENERAL SUPPORT 1,000
    THREE VILLAGE GARDEN CLUB
    PO BOX 2083
    SETAUKET,NY11733     		N/A PC GENERAL SUPPORT 500
    VILLAGE OF HEAD OF THE HARBOR
    500 ROUTE 25A
    ST JAMES,NY11780     		N/A GOV GENERAL SUPPORT 10,621
    WARD MELVILLE HERITAGE ORGANIZATION
    PO BOX 572
    STONY BROOK,NY11790     		N/A PC GENERAL SUPPORT 65,000
    WESTERN SUFFOLK BOCES
    507 DEER PARK ROAD PO BOX 8007
    HUNTINGTON STATION,NY11746     		N/A GOV GENERAL SUPPORT 34,836
    WORLD WILDLIFE FUND
    1250 24TH ST NW PO BOX 96555
    WASHINGTON,DC200777789     		N/A PC GENERAL SUPPORT 150
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256     		N/A PC GENERAL SUPPORT 200
    Total .................................bullet 3a 334,217
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 2,035  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory     01 141  
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 2,176 8,460
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,636
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A THE FOUNDATION'S PRIMARY EXEMPT PURPOSE AS A PRIVATE OPERATING FOUNDATION IS TO MAINTAIN AND RESTORE THE NATURAL ELEMENTS OF THE PRESERVE. IT IS HOPED THAT PRESENT AND FUTURE GENERATIONS OF VISITORS WILL FIND PLEASURE IN THESE GARDENS, WALKS AND WOODS. IN ADDITION, THE PRESERVE OFFERS VARIOUS PROGRAMS IN AN ATTEMPT TO GET CHILDREN INTO THE OUTDOORS AND CONNECTED TO THEIR NATURAL ENVIRONMENT. THE MEANS BY WHICH THE FOUNDATION FULFILLS THIS GOAL IS THROUGH THE "AVALON SEEDLINGS AND THE "NATURAL CONNECTIONS" PROGRAMS. THROUGH THESE PROGRAMS, CHILDREN HAVE THE OPPORTUNITY TO LEARN ABOUT WHAT THE NATURAL WORLD HAS TO OFFER AND PARTICIPATE IN A VARIETY OF HANDS ON ACTIVITIES. THE PROGRAMS ARE OFFERED YEAR ROUND AND MEET ON THE GROUNDS OF THE AVALON PRESERVE.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    AVALON NATURE PRESERVE INC
     
    Employer identification number

    75-3165488
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    AVALON NATURE PRESERVE INC
          		Employer identification number
    75-3165488
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    PAUL SIMONS FOUNDATION INC
     
    200 HARBOR ROAD
     
    STONY BROOK, NY11790

    		$ 9,500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    EDUCATIONAL PROJECTS FOUNDATION INC
     
    2 JOHNS ROAD
     
    SETAUKET, NY11733

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    AVALON NATURE PRESERVE INC
          		Employer identification number

    75-3165488
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    AVALON NATURE PRESERVE INC
          		Employer identification number

    75-3165488
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    AVALON NATURE PRESERVE INC
    EIN:
    75-3165488
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NEWTON SANKEY & CO CPAS LLC 22,750 0 0 19,770
    GRANT THORNTON LLP 5,250 0 0 4,800

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    TY 2021 ExpenditureResponsibilityStmt
    Name:
    AVALON NATURE PRESERVE INC
    EIN:
    75-3165488
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    FRANK MELVILLE MEMORIAL FOUNDATION
          		PO BOX 2967
    SETAUKET,NY117330876     		2022-02-01 2,500 MAINTAINING THE PRESERVE FOR VISITORS TO ENJOY THROUGHOUT ALL SEASONS. 2,500 NO JUNE 2022 2022-06-30 THE FUNDS WILL BE EXPENDED FOR THE OPERATION OF THE PRESERVE-MAINTAINING THE PRESERVE FOR VISITORS TO ENJOY THROUGHOUT ALL SEASONS WHICH INCLUDES EXPENSES FOR REGULAR MAINTENANCE, LANDSCAPE IMPROVEMENTS AND SECURITY SAFEGUARDS (I.E. FOR THE "CHARITABLE" PURPOSE OF PRESERVING LANDS FOR PUBLIC USE OR SCIENTIFIC ENJOYMENT) WITHIN THE MEANING OF SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE. THE AMOUNT EXPENDED BY THE GRANTEE TOWARDS ACCOMPLISHMENT OF THOSE PURPOSES IS $2,500 (BASED ON MOST RECENT REPORT RECEIVED FROM THE GRANTEE). TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS (OR ANY INCOME THEREFROM) FROM THE PURPOSE OF THE GRANT. THE GRANTEE HAS CERTIFIED TO THAT IT EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAX YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SEC. 4942(G)(3).

    TY 2021 GeneralExplanationAttachment
    Name:
    AVALON NATURE PRESERVE INC
    EIN:
    75-3165488
    Identifier Return Reference Explanation
    DEPRECIATION FORM 990-PF, PART I, LINE 19 LAND IMPROVEMENTS - $1,707,194BUILDING - $24,985BUILDING IMPROVEMENTS - $110,669 FURNITURE & FIXTURES - $50,354EQUIPMENT - $98,058VEHICLES - $45,433 ARTWORK - $19,514 TOTAL DEPRECIATION: $2,056,207
    QUALIFYING DISTRIBUTIONS FORM 990-PF, PART XI PURSUANT TO IRS TREASURY REGULATION SECTION 53.4942(A)(3)(C)(I), THE AVALON NATURE PRESERVE, INC.("AVALON") IS PROVIDING THE FOLLOWING DISCLOSURE WITH RESPECT TO THE QUALIFYING DISTRIBUTIONS REPORTED ON PART XI LINE 4, $7,745,528 OF THE FORM 990-PF.AVALON'S EXEMPT PURPOSE IS TO MAINTAIN AND, WHERE APPROPRIATE, RESTORE THE NATURAL ELEMENTS OF THE PRESERVE. THE 216 ACRES THAT COMPRISE AVALON WERE ONCE A RESIDENTIAL SITE, LIKELY ABANDONED IN THE EARLY 1900S. BY 1997, WHEN THE PAUL SIMONS FOUNDATION, INC. ("PSF") PURCHASED THE LAND, YEARS OF NEGLECT HAD ALLOWED MANY NON-NATIVE SPECIES OF VINES AND SHRUBS TO INVADE AND DOMINATE, SMOTHERING PLANTS, DESTROYING LARGE TREES AND MAKING THE AREA VIRTUALLY IMPENETRABLE. THE FOUNDATION SEEKS NOT ONLY TO PROTECT THIS UNIQUE AND NATURAL HABITAT BUT ALSO TO RESTORE AND MAINTAIN ITS ECOLOGICAL HERITAGE. IT IS HOPED THAT PRESENT AND FUTURE GENERATIONS OF VISITORS WILL FIND PLEASURE IN THESE GARDENS, WALKS AND WOODS.PAUL SIMONS GREW UP ON LONG ISLAND AND SPENT MUCH OF HIS TIME IN THE THREE VILLAGE AREA. HE WAS AN AVID HIKER, SKIER AND BICYCLIST WHO ENJOYED ALL TYPES OF OUTDOOR ACTIVITIES. AVALON WAS ESTABLISHED TO CELEBRATE THE LIFE OF PAUL SIMONS, WHOSE YEARS AMONG FRIENDS AND FAMILY WERE PREMATURELY INTERRUPTED, YET WHOSE SPIRIT AND CREATIVE ENERGY REMAIN VIBRANTLY ALIVE IN THE NATURAL WORLD HE CHERISHED.AVALON OFFERS YOUTH BASED PROGRAMS SUCH AS THE "OUTDOOR LEADERSHIP AND ENVIRONMENTAL STEWARDSHIP PROGRAM," IN AN ATTEMPT TO GET YOUNG PEOPLE INTO THE OUTDOORS AND CONNECTED TO THE ENVIRONMENT. MORE INFORMATION CAN BE FOUND ON AVALON'S WEBSITE, HTTPS://AVALONNATUREPRESERVE.ORG. IN ADDITION, AVALON HOSTS ADDITIONAL PROGRAMS SUCH AS "AVALON SKYLAB," "MINDFULNESS-BASED STRESS REDUCTION (MBSR) COURSE," YOGA AND REGULAR BIRD WALKS.IN FISCAL 2022, PAUL SIMONS FOUNDATION ("PSF") MADE A CASH GRANT OF $9,500,000 TO AVALON; EXPENDITURES INCURRED BY AVALON WITH THESE FUNDS HAVE BEEN EXCLUDED FROM AVALON'S CALCULATION OF QUALIFYING DISTRIBUTIONS AND SHALL BE TREATED AS QUALIFYING DISTRIBUTIONS ON THE TAX RETURN OF PSF. THIS IS PERMITTED UNDER 53.4942(A)(3)(C)(1) BECAUSE: 1. NOT LATER THAN ONE YEAR AFTER THE END OF THE TAX YEAR IN WHICH AVALON RECEIVED FUNDING FROM PSF, IT MADE A DISTRIBUTION EQUAL TO THE FULL AMOUNT OF THE CONTRIBUTION; THE DISTRIBUTION CONSTITUTES A QUALIFYING DISTRIBUTION THAT IS TREATED AS BEING MADE OUT OF CORPUS (OR WOULD BE TREATED AS SUCH IF AVALON WERE A PRIVATE NON-OPERATING FOUNDATION), AND 2. AVALON HAS PROVIDED ADEQUATE RECORDS TO PSF THAT IT HAS ACTUALLY PAID OUT THE GRANTED FUNDS TO QUALIFYING SECTION 501(C)(3) GRANTEES.AVALON'S TOTAL QUALIFYING DISTRIBUTIONS IN FISCAL 2022 IS CALCULATED AS FOLLOWS: *TOTAL ADJUSTED QUALIFYING DISTRIBUTIONS PER PART XI, LINE 4: $7,745,528 *EXCLUDED PSF CONDUIT GIFT - $7,695,528 *TOTAL QUALIFYING DISTRIBUTIONS REPORTABLE ON PART XIII, LINES 2(C) AND (E): $50,000IN FISCAL 2022, AVALON PURCHASED ADDITIONAL FIXED ASSETS TO BE INCORPORATED INTO THE PRESERVE. THE FIXED ASSETS WERE VALUED AT $3,346,186 AND ARE INCLUDED IN PART XI, LINE 2 AS ASSETS THAT WILL BE USED DIRECTLY TO FULFILL AVALON'S CHARITABLE MISSION.

    TY 2021 LandEtcSchedule2
    Name:
    AVALON NATURE PRESERVE INC
    EIN:
    75-3165488
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 16,085,322 0 16,085,322 16,085,322
    LAND IMPROVEMENTS 20,337,387 2,090,485 18,246,902 18,246,902
    BUILDING 2,510,929 888,662 1,622,267 1,622,267
    BUILDING IMPROVEMENTS 3,406,813 1,038,785 2,368,028 2,368,028
    FURNITURE & FIXTURES 872,002 655,024 216,978 216,978
    EQUIPMENT 900,408 411,490 488,918 488,918
    VEHICLES 236,687 171,043 65,644 65,644
    ARTWORK 314,275 119,848 194,427 194,427


    TY 2021 LegalFeesSchedule
    Name:
    AVALON NATURE PRESERVE INC
    EIN:
    75-3165488
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LOEB, BLOCK & PARTNERS LLP 8,848 0 0 8,848


    TY 2021 OtherExpensesSchedule
    Name:
    AVALON NATURE PRESERVE INC
    EIN:
    75-3165488
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SECURITY (RANGER PATROL) 375,413 0 0 366,634
    PRESERVE EVENTS & PROGRAMS 194,894 0 10,636 145,600
    PLANT CARE COSTS 111,155 0 0 51,215
    REPAIRS & MAINTENANCE 89,778 0 0 93,633
    INSURANCE 86,509 0 0 83,150
    EQUIPMENT RENTAL & OTHER EXPENSES 43,532 0 0 43,592
    PAYROLL/401(K) SERVICE FEES 40,657 0 0 40,505
    OFFICE EXPENSES 40,570 0 0 40,745
    AUTOMOBILE & TRUCK EXPENSES 33,875 0 0 35,092
    MISCELLANEOUS EXPENSE 15,000 0 0 0
    TECHNOLOGY EXPENSES 7,528 0 0 7,528
    EMPLOYEE DEVELOPMENT & TRAINING 6,286 0 0 6,286
    STORAGE FEES 900 0 0 900
    STATE FILING FEES 775 0 0 775
    BANK FEES 14 14 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    AVALON NATURE PRESERVE INC
    EIN:
    75-3165488
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SEEDLINGS PROGRAM REVENUES 8,460   8,460


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    AVALON NATURE PRESERVE INC
    EIN:
    75-3165488
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INFO TECHNOLOGY CONSULTING 21,674 0 0 36,009
    HAZARD PREVENTION CONSULTING 12,450 0 0 12,450
    ARCHITECTURAL DESIGN & OTHER CONSULTING 2,638 0 0 3,073


    TY 2021 TaxesSchedule
    Name:
    AVALON NATURE PRESERVE INC
    EIN:
    75-3165488
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 2,803 0 0 2,803
    CORPORATE TAXES 539 0 0 0