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  5. The Shelter Harbor Golf Club

The Shelter Harbor Golf Club

Company Details

Name: The Shelter Harbor Golf Club
Jurisdiction: Rhode Island
Entity type: Domestic Non-Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 08 Aug 2001 (24 years ago)
Identification Number: 000119806
ZIP code: 02813
County: Washington County
Principal Address: ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813, USA
Purpose: TO OWN, DEVELOP AND OPERATE A PRIVATE GOLF AND SOCIAL CLUB EXCLUSIVELY FOR THE SOCIAL ACTIVITY AND RECREATION OF ITS MEMBERS.

Industry & Business Activity

NAICS

713910 Golf Courses and Country Clubs

This industry comprises (1) establishments primarily engaged in operating golf courses (except miniature) and (2) establishments primarily engaged in operating golf courses, along with dining facilities and other recreational facilities that are known as country clubs. These establishments often provide food and beverage services, equipment rental services, and golf instruction services. Learn more at the U.S. Census Bureau

Companies doing Golf courses and country clubs

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHGC 401(K) RETIREMENT PLAN 2023 050519138 2024-04-24 THE SHELTER HARBOR GOLF CLUB 72
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
SHGC 401(K) RETIREMENT PLAN 2022 050519138 2023-05-16 THE SHELTER HARBOR GOLF CLUB 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
SHGC 401(K) RETIREMENT PLAN 2021 050519138 2022-04-06 THE SHELTER HARBOR GOLF CLUB 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
SHGC 401(K) RETIREMENT PLAN 2020 050519138 2021-03-19 THE SHELTER HARBOR GOLF CLUB 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
SHGC 401(K) RETIREMENT PLAN 2019 050519138 2020-03-12 SHELTER HARBOR GOLF CLUB 66
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
SHGC 401(K) RETIREMENT PLAN 2018 050519138 2019-03-26 SHELTER HARBOR GOLF CLUB 62
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
SHGC 401(K) RETIREMENT PLAN 2017 050519138 2018-03-01 SHELTER HARBOR GOLF CLUB 61
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
SHGC 401(K) RETIREMENT PLAN 2016 050519138 2017-04-24 SHELTER HARBOR GOLF CLUB 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
SHGC 401(K) RETIREMENT PLAN 2015 050519138 2016-03-31 SHELTER HARBOR GOLF CLUB 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
SHGC 401(K) RETIREMENT PLAN 2014 050519138 2015-06-09 SHELTER HARBOR GOLF CLUB 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813

Plan administrator’s name and address
Administrator’s EIN 050519138
Plan administrator’s name SHELTER HARBOR GOLF CLUB
Plan administrator’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
Administrator’s telephone number 4013320600

Signature of
Role Plan administrator
Date 2015-06-09
Name of individual signing PATTY SHIPPEE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/06/18/20140618070446P040399857299001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813

Plan administrator’s name and address
Administrator’s EIN 050519138
Plan administrator’s name SHELTER HARBOR GOLF CLUB
Plan administrator’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
Administrator’s telephone number 4013320600

Signature of
Role Plan administrator
Date 2014-06-18
Name of individual signing PATTY SHIPPEE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/05/17/20130517073746P040221392899001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813

Plan administrator’s name and address
Administrator’s EIN 050519138
Plan administrator’s name SHELTER HARBOR GOLF CLUB
Plan administrator’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
Administrator’s telephone number 4013320600

Signature of
Role Plan administrator
Date 2013-05-17
Name of individual signing PATTY SHIPPEE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/06/06/20120606121227P040030347346001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813

Plan administrator’s name and address
Administrator’s EIN 050519138
Plan administrator’s name SHELTER HARBOR GOLF CLUB
Plan administrator’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
Administrator’s telephone number 4013320600

Signature of
Role Plan administrator
Date 2012-06-06
Name of individual signing PATTY SHIPPEE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/08/17/20110817104736P040116906769001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013320600
Plan sponsor’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813

Plan administrator’s name and address
Administrator’s EIN 050519138
Plan administrator’s name SHELTER HARBOR GOLF CLUB
Plan administrator’s address ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813
Administrator’s telephone number 4013320600

Signature of
Role Plan administrator
Date 2011-08-17
Name of individual signing PATTY SHIPPEE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/06/24/20100624083804P030332648689001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 713900
Sponsor’s telephone number 4013220600
Plan sponsor’s address 1 GOLF CLUB DRIVE, CHARLESTOWN, RI, 028131713

Plan administrator’s name and address
Administrator’s EIN 050519138
Plan administrator’s name THE SHELTER HARBOR GOLF CLUB
Plan administrator’s address 1 GOLF CLUB DRIVE, CHARLESTOWN, RI, 028131713
Administrator’s telephone number 4013220600

Signature of
Role Plan administrator
Date 2010-06-23
Name of individual signing PATTY SHIPPEE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JOSEPH V CAVANAGH JR ESQ Agent 30 EXCHANGE TERRACE, PROVIDENCE, RI, 02903, USA

TREASURER

Name Role Address
PETER A BOURDON TREASURER 848 GREEN HILL BEACH ROAD SOUTH KINGSTOWN, RI 02879 USA

DIRECTOR

Name Role Address
SCOTT GRINNELL DIRECTOR 8 MARSH DRIVE CHARLESTOWN, RI 02813 USA
FRED MAYNARD DIRECTOR 5 WINONA AVENUE WESTERLY, RI 02891 USA
H. JAMES ATWOOD DIRECTOR 20 DOWD DRIVE CHARLESTOWN, RI 02813 USA
LAURA MORE DIRECTOR 17 WYCKHAM HILL LANE GREENWICH, CT 06831 USA
GEORGE ROSE DIRECTOR 12 SUNSET AVENUE WESTERLY, RI 02891 USA
BARRY OKUN DIRECTOR 91 OCEANVIEW AVE CHARLESTOWN, RI 02813 USA

PRESIDENT

Name Role Address
DOREEN CONLEY PRESIDENT 167 REGATTA DRIVE JUPITER, FL 33477 USA

VICE PRESIDENT

Name Role Address
JAMES WEHR VICE PRESIDENT 11 NATURES WAY SOUTH WINDSOR, CT 06074 USA

Filings

Number Name File Date
202451416890 Annual Report 2024-04-18
202327138020 Annual Report 2023-02-01
202213880800 Annual Report 2022-04-04
202198180290 Annual Report 2021-06-11
202041546620 Annual Report 2020-06-05
201994123430 Annual Report 2019-05-23
201868690820 Annual Report 2018-06-04
201746970570 Annual Report 2017-07-03
201600007400 Annual Report 2016-06-06
201561791040 Annual Report 2015-05-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7395217004 2020-04-07 0165 PPP 1 GOLF CLUB DR, CHARLESTOWN, RI, 02813-1752
Loan Status Date 2020-12-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 544680
Loan Approval Amount (current) 544680
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65777
Servicing Lender Name The Washington Trust Company of Westerly
Servicing Lender Address 23 Broad St, WESTERLY, RI, 02891-1879
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CHARLESTOWN, WASHINGTON, RI, 02813-1752
Project Congressional District RI-02
Number of Employees 60
NAICS code 713910
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 65777
Originating Lender Name The Washington Trust Company of Westerly
Originating Lender Address WESTERLY, RI
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 547600.09
Forgiveness Paid Date 2020-11-03

Related by officers

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BARRY OKUN

Barry R. Okun LLC

Related by address

ONE GOLF CLUB DRIVE, CHARLESTOWN, RI, 02813, USA

CRANDALL REALTY, LLC ENTRANCE REALTY, LLC

Date of last update: 10 Apr 2025

Sources: Rhode Island Department of State

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