MARENGO COUNTY HISTORICAL SOCIETY INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: MARENGO COUNTY HISTORICAL SOCIETY INC (EIN 63-0516397)
Tax period: 2020-12-01 to 2021-11-30
Filed: 2022-04-18
IRS object ID: 202231089349301968
Schema version: 2020v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-04-18T12:11:10-05:00	ReturnTs
Tax Period End	2021-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	202093618	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MASON AND GARDNER CPAS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 836	AddressLine1Txt
City	DEMOPOLIS	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	36732	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	630516397	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARENGO COUNTY HISTORICAL SOCIETY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MARE	BusinessNameControlTxt
Phone	3342890282	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 159	AddressLine1Txt
City	DEMOPOLIS	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	36732	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JONATHAN EDELSON	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	3342890282	PhoneNum
Signature	2022-04-18	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JONATHAN	PersonFirstNm
Person Last	EDELSON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMES D GARDNER JR	PreparerPersonNm
PTIN	P01336275	PTIN
Phone	3342890620	PhoneNum
Preparation	2022-04-18	PreparationDt

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JONATHAN EDELSON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	401 S MAIN AVE	AddressLine1Txt
City	DEMOPOLIS	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	36732	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$150,286	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Activity Or Mission	HISTORIC PRESERVATION	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	4	TotalEmployeeCnt
Total Gross UBI	$3,401	TotalGrossUBIAmt
PY Contributions Grants	$59,719	PYContributionsGrantsAmt
CY Contributions Grants	$110,002	CYContributionsGrantsAmt
PY Program Service Revenue	$6,772	PYProgramServiceRevenueAmt
CY Program Service Revenue	$27,231	CYProgramServiceRevenueAmt
PY Investment Income	$7,482	PYInvestmentIncomeAmt
CY Investment Income	$7,169	CYInvestmentIncomeAmt
PY Other Revenue	$10,213	PYOtherRevenueAmt
CY Other Revenue	$5,884	CYOtherRevenueAmt
PY Total Revenue	$84,186	PYTotalRevenueAmt
CY Total Revenue	$150,286	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$48,549	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$47,243	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$5,623	CYTotalFundraisingExpenseAmt
PY Other Expenses	$59,129	PYOtherExpensesAmt
CY Other Expenses	$69,475	CYOtherExpensesAmt
PY Total Expenses	$107,678	PYTotalExpensesAmt
CY Total Expenses	$116,718	CYTotalExpensesAmt
PY Revenues Less Expenses	-$23,492	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$33,568	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,161,396	TotalAssetsBOYAmt
Total Assets EOY	$1,153,847	TotalAssetsEOYAmt
Total Liabilities BOY	$52,614	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$11,497	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,108,782	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,142,350	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	HISTORIC PRESERVATION	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$111,095	ExpenseAmt
Desc	1. MAINTENANCE AND PRESERVATION OF VARIOUS HISTORIC PROPERTIES IN DEMOPOLIS, AL. 2. MAINTAINING HISTORIC HOUSE MUSEUM AND OPENING IT TO THE PUBLIC. 3. ASSISTING VARIOUS INDIVIDUALS WITH OBTAINING GRANTS FOR HISTORIC PROPERTIES. 4. SPONSER ANNUAL CHILDREN'S DAY AT THE HOUSE MUSEUM. 5. HOST ANNUAL "CHRISTMAS IN THE CANEBRAKE" EVENT THAT IS HELD IN CONJUNCTION WITH "CHRISTMAS ON THE RIVER" IN DEMOPOLIS. 6. SPONSER ANNUAL PILGRIMAGE TOURS OF HISTORIC PROPERTIES IN AND AROUND MARENGO COUNTY, AL. 7. SPONSER A HERITAGE EDUCATION PROGRAM AT THE LOCAL ELEMENTARY SCHOOL.	Desc
Total Program Service Expenses	$111,095	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	4	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	4	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MASON AND GARDNER CPAS LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3342890620	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 836	AddressLine1Txt
City	DEMOPOLIS	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	36732	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
ASHLEY COPLIN
DIRECTOR	Yes (X)	$0	$0	$0
STEWART CRAWFORD
DIRECTOR	Yes (X)	$0	$0	$0
JONATHAN EDELSON
TREASURER	Yes (X)	$0	$0	$0	Yes (X)
KATHERINE GLASS
PRESIDENT	Yes (X)	$0	$0	$0	Yes (X)
AMANDA HALL
DIRECTOR	Yes (X)	$0	$0	$0
SAM HICKS
DIRECTOR	Yes (X)	$0	$0	$0
EVELYN JAMES
DIRECTOR	Yes (X)	$0	$0	$0
TAMMY KNOTT
DIRECTOR	Yes (X)	$0	$0	$0
GABBY LEWIS
DIRECTOR	Yes (X)	$0	$0	$0
KATHY OWINGS
SECRETARY	Yes (X)	$0	$0	$0	Yes (X)
MARTHA TURNER
DIRECTOR	Yes (X)	$0	$0	$0
SUZANNE YOUNG
VICE PRESIDE	Yes (X)	$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Fundraising	$4,567	FundraisingAmt
Government Grants	$42,500	GovernmentGrantsAmt
All Other Contributions	$62,935	AllOtherContributionsAmt
Total Contributions	$110,002	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	BusinessBusinessCd	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP DUES	$23,830	$23,830
CRAFT CORNER	$3,401		453220	$3,401

Field	Value	IRS element (for citing)
Total Program Service Revenue	$27,231	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,169	TotalRevenueColumnAmt
Exclusion	$7,169	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$5,134	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$4,567	ContriRptFundraisingEventAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,134	TotalRevenueColumnAmt
Exclusion	$5,134	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
OTHER	$500	$500
FEES	$250	$250

Field	Value	IRS element (for citing)
Other Revenue Total	$750	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$150,286	TotalRevenueColumnAmt
Related Or Exempt Func Income	$23,830	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$3,401	UnrelatedBusinessRevenueAmt
Exclusion	$13,053	ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$43,867	TotalAmt
Program Services	$43,867	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,376	TotalAmt
Program Services	$3,376	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$5,040	TotalAmt
Program Services	$5,040	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$25	TotalAmt
Program Services	$25	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$209	TotalAmt
Program Services	$209	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$15,886	TotalAmt
Program Services	$15,886	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$627	TotalAmt
Program Services	$627	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
REPAIRS BLUFF HALL	$20,025	$20,025
BUILDING MAINTENANCE	$6,013	$6,013
INSURANCE	$5,657	$5,657
RESTORATION EXPENSES	$5,023	$5,023

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,970	TotalAmt
Program Services	$5,347	ProgramServicesAmt
Fundraising	$5,623	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$116,718	TotalAmt
Program Services	$111,095	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$5,623	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$204,533	BOYAmt
EOY	$114,123	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$48,514	BOYAmt
EOY	$61,652	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$63	BOYAmt
EOY	$3,503	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$132,582	BOYAmt
EOY	$198,865	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$775,704	BOYAmt
EOY	$775,704	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,161,396	BOYAmt
EOY	$1,153,847	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$83	BOYAmt
EOY	-$6	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
EOY	$9,800	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$52,531	BOYAmt
EOY	$1,703	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$52,614	BOYAmt
EOY	$11,497	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$1,108,782	BOYAmt
EOY	$1,142,350	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,108,782	BOYAmt
EOY	$1,142,350	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,161,396	BOYAmt
EOY	$1,153,847	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$33,568	ReconcilationRevenueExpnssAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$128,177	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$79,304	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$89,281	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$59,719	CurrentTaxYearMinus1YearAmt
Current Tax Year	$110,002	CurrentTaxYearAmt
Total	$466,483	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$17,228	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,003	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$36,992	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,952	CurrentTaxYearMinus1YearAmt
Current Tax Year	$23,830	CurrentTaxYearAmt
Total	$106,005	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Current Tax Year	$5,134	CurrentTaxYearAmt
Total	$5,134	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$145,405	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$94,307	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$126,273	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$72,671	CurrentTaxYearMinus1YearAmt
Current Tax Year	$138,966	CurrentTaxYearAmt
Total	$577,622	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$577,622	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,051	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$13,226	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,893	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,482	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,169	CurrentTaxYearAmt
Total	$41,821	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,051	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$13,226	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,893	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,482	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,169	CurrentTaxYearAmt
Total	$41,821	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$151,456	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$107,533	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$134,166	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$80,153	CurrentTaxYearMinus1YearAmt
Current Tax Year	$146,135	CurrentTaxYearAmt
Total	$619,443	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.93250	PublicSupportCY509Pct
Public Support PY509	0.95560	PublicSupportPY509Pct
Investment Income CY	0.07000	InvestmentIncomeCYPct
Investment Income PY	0.04000	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDesc	Book ValueBookValueAmt
HOUSE, LOT AND CONTENTS - LYON HALL	$464,718
HOUSE & LOT - BLUFF HALL	$151,000
FURNISHINGS - BLUFF HALL	$93,260
HOUSE & LOT - LAIRD COTTAGE	$37,500
FEAZELL LOT	$26,500
EQUIPMENT	$1,726
.66 ACRE LOT	$1,000

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$775,704	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	PAYROLL TAXES PAYABLE	Desc
Amt	$1,703	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,703	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PAGE 2, PART III, LINE 4	FormAndLineReferenceDesc
Explanation	HISTORICAL DWELLINGS AND CONTENTS MAINTAINED FOR PUBLIC DISPLAY AND PRESERVATION FOR FUTURE GENERATIONS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4A	1. MAINTENANCE AND PRESERVATION OF VARIOUS HISTORIC PROPERTIES IN DEMOPOLIS, AL. 2. MAINTAINING HISTORIC HOUSE MUSEUM AND OPENING IT TO THE PUBLIC. 3. ASSISTING VARIOUS INDIVIDUALS WITH OBTAINING GRANTS FOR HISTORIC PROPERTIES. 4. SPONSER ANNUAL CHILDREN'S DAY AT THE HOUSE MUSEUM. 5. HOST ANNUAL "CHRISTMAS IN THE CANEBRAKE" EVENT THAT IS HELD IN CONJUNCTION WITH "CHRISTMAS ON THE RIVER" IN DEMOPOLIS. 6. SPONSER ANNUAL PILGRIMAGE TOURS OF HISTORIC PROPERTIES IN AND AROUND MARENGO COUNTY, AL. 7. SPONSER A HERITAGE EDUCATION PROGRAM AT THE LOCAL ELEMENTARY SCHOOL.
FORM 990, PAGE 6, PART VI, LINE 11B	SIGNATURE OFFICER REVIEWS RETURN PRIOR TO FILING. RETURN IS MADE AVALIABLE TO THE ENTIRE BOARD AT REGULAR MEETINGS.
FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS ARE AVALIABLE UPON REQUEST DURING REGULAR BUSINESS HOURS.