STRATEGY STUDIO / PUBLIC DATA EXPLORER

HERITAGE CASTLE MUSEUM: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HERITAGE CASTLE MUSEUM (EIN 46-5737489)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201901359349312895
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-15T18:37:27-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP908010087ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465737489EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HERITAGE CASTLE MUSEUMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHERIBusinessNameControlTxt
Phone3108354972PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11710 N AVALON BLVDAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90744ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLOTTE GINSBURGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3108354972PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONITA M JOSEPHPreparerPersonNm
PTINP00286656PTIN
Phone5624351191PhoneNum
Preparation2019-05-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.215.11.242IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm10:42:59IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5D04C9354A80B93E424F24406112F0168D52D17DAtSubmissionCreationDeviceId
At Submission Filing Device IdFAA4A87504889BA9051C5890A3D1561A7470D032AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHARLOTTE GINSBURGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11710 N AVALON BLVDAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90744ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,168,187GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2014FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION IS FORMED TO BE AN EDUCATIONAL ACTIVITY. ITS PRIMARY FOCUS WILL BE TO TELL THE HISTORY OF THE PALOS VERDES PENINSULA IN CALIFORNIA. IT PLANS TO CARRY OUT THIS FUNCTION IN THE SETTING OF A MUSEUM.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,001,300PYContributionsGrantsAmt
CY Contributions Grants$200CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$11,487PYInvestmentIncomeAmt
CY Investment Income$9,313CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,012,787PYTotalRevenueAmt
CY Total Revenue$9,513CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,229PYOtherExpensesAmt
CY Other Expenses$20,674CYOtherExpensesAmt
PY Total Expenses$1,229PYTotalExpensesAmt
CY Total Expenses$20,674CYTotalExpensesAmt
PY Revenues Less Expenses$1,011,558PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$11,161CYRevenuesLessExpensesAmt
Total Assets BOY$2,015,132TotalAssetsBOYAmt
Total Assets EOY$1,904,426TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,015,132NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,904,426NetAssetsOrFundBalancesEOYAmt
MissionTHE ORGANIZATION WILL TELL THE HISTORY OF THE PALOS VERDES PENINSULA IN CALIFORNIA. IT PLANS TO CARRY OUT THIS FUNCTION IN THE SETTING OF A MUSEUM.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE ORGANIZATION WILL TELL THE HISTORY OF THE PALOS VERDES PENINSULA IN CALIFORNIA. IT PLANS TO CARRY OUT THIS FUNCTION IN THE SETTING OF A MUSEUM.Desc
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLEN GINSBURGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3108354972PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11710 N AVALON BLVDAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90744ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CHARLOTTE GINSBURG
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ALLEN GINSBURG
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
ANDREA VONA
DIRECTOR0.50Yes (X)$0$0$0
THERESA DUNCAN
DIRECTOR0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$200AllOtherContributionsAmt
Total Contributions$200TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,790TotalRevenueColumnAmt
Exclusion$63,790ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,104,197SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,158,674SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$54,477SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$54,477TotalRevenueColumnAmt
Exclusion-$54,477ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,513TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,313ExclusionAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$19,988TotalAmt
Management And General$19,988ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFOREIGN TAX PAIDDesc
Total$686TotalAmt
Management And General$686ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$20,674TotalAmt
Program Services$0ProgramServicesAmt
Management And General$20,674ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,797BOYAmt
EOY$4,396EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,049,372BOYAmt
EOY$53,555EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$962,963BOYAmt
EOY$1,846,475EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,015,132BOYAmt
EOY$1,904,426EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,015,132BOYAmt
EOY$1,904,426EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,015,132BOYAmt
EOY$1,904,426EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,015,132BOYAmt
EOY$1,904,426EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$11,161ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$96,944NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,601OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,315CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,001,300CurrentTaxYearMinus1YearAmt
Current Tax Year$200CurrentTaxYearAmt
Total$2,008,384TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,315CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,001,300CurrentTaxYearMinus1YearAmt
Current Tax Year$200CurrentTaxYearAmt
Total$2,008,384TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,315CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,001,300CurrentTaxYearMinus1YearAmt
Current Tax Year$200CurrentTaxYearAmt
Total$2,008,384TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,315CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,001,300CurrentTaxYearMinus1YearAmt
Current Tax Year$200CurrentTaxYearAmt
Total$2,008,384TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$0PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$11,487CurrentTaxYearMinus1YearAmt
Current Tax Year$63,790CurrentTaxYearAmt
Total$75,277TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$11,487CurrentTaxYearMinus1YearAmt
Current Tax Year$63,790CurrentTaxYearAmt
Total$75,277TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,315CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,012,787CurrentTaxYearMinus1YearAmt
Current Tax Year$63,990CurrentTaxYearAmt
Total$2,083,661TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2CHARLOTTE GINSBURG (PRESIDENT) AND ALLEN GINSBURG (SECRETARY/TREASURER) ARE MARRIED.
FORM 990, PART VI, SECTION B, LINE 11BALL OFFICERS AND DIRECTORS REVIEW THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:BOOK TO TAX DIFFERENCE -2,601.