HERITAGE LIBRARY FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE LIBRARY FOUNDATION INC (EIN 58-2332014)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201831349349306953
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T19:15:16Z | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571010355 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H AND R BLOCK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 843 WILLIAM HILTON PKWY | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582332014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERITAGE LIBRARY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
| Phone | 8436866560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5950 | AddressLine1Txt |
| City | Hilton Head Island | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 299385950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER COOPER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8436866560 | PhoneNum |
| Signature | 2018-05-05 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNARD GRANT | PreparerPersonNm |
| PTIN | P00010598 | PTIN |
| Phone | 8438423838 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | LINDA PIEKUT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5950 | AddressLine1Txt |
| City | Hilton Head Island | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $212,298 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | FOUNDATION | OtherOrganizationDsc |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | OPERATE A HISTORY & GENEALOGY RESEARCH LIBRARY | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $174,655 | PYContributionsGrantsAmt |
| CY Contributions Grants | $184,258 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,650 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,544 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,066 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,401 | CYInvestmentIncomeAmt |
| CY Other Revenue | $3,377 | CYOtherRevenueAmt |
| PY Total Revenue | $203,371 | PYTotalRevenueAmt |
| CY Total Revenue | $211,580 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,894 | CYTotalFundraisingExpenseAmt |
| CY Other Expenses | $194,848 | CYOtherExpensesAmt |
| CY Total Expenses | $194,848 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $203,371 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,732 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $294,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $344,636 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $423 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,857 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $293,920 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $309,779 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OPERATE A HISTORY AND GENEALOGY RESEARCH LIBRARY | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | 4A. -MAINTAIN BOOKS, DOCUMENTS AND DIGITAL COLLECTIONS AND PROVIDE ONLINE ACCESS TO DATABASES FOR PUBLIC RESEARCH. SERVED 5700 RESEARCH PATRONS, PUBLISHED QUARTERLY NEWSLETTERS, PRODUCED HISTORICAL PAPERS FOR MEMBERS AND THE PUBLIC. VOLUNTEERS PROVIDED 8300 HOURS OF SERVICE. 4B. - MAINTAIN TWO HISTORICAL SITES: FT. MITCHEL, A CIVIL WAR COASTAL DEFENSE BATTERY, AND ZION CHAPEL OF EASE CEMETERY MAUSOLEUM. OVER 5000 PEOPLE VISITED THE SITES, BOTH OF WHICH WERE PLASED ON THE NATIONAL REGISTER OF HISTORICAL PLACES IN 2017. 4C. - EDUCATIONAL PROGRAM EXPENSE: CONDUCTED TOURS OF FT MITCHEL AND ZION CEMETERY, AS WELL AS CONDUCTED VARIOUS CLASSES ON GENEALOGY AND LOCAL HISTORY. CREATED A SPEAKERS BUREAU, SPONSORED A ONE DAY HISTORY FORUM AND HOSTED A HALLOWEEN PROGRAM CALLED GHOSTS AND MYTHS'. | Desc |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | 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 | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | 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 | false | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (true) | 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 | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| 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 |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER COOPER | PersonNm |
| Phone | 8436866560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5950 | AddressLine1Txt |
| City | Hilton Head Island | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| LINDA PIEKUT | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| LOU BENEFANTE | |||||||
| PRESIDENT | 30.00 | $0 | $0 | $0 | Yes (X) | ||
| EZRA CALLAHAN | |||||||
| VICE PRESIDENT | 10.00 | $0 | $0 | $0 | Yes (X) | ||
| PETER COOPER | |||||||
| TREASURER | 15.00 | $0 | $0 | $0 | Yes (X) | ||
| ALLISON DIERCKS | |||||||
| SECRETARY | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| NANCY BURKE | |||||||
| HEAD LIBRARIAN | 20.00 | $0 | $0 | $0 | Yes (X) | ||
| HARRY ESCHENBACH | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LUANA SELLARS | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD THOMAS | |||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES ROBINSON | |||||||
| BOARD MEMBER | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| SARAH TAKACS | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| IVAN WELTON | |||||||
| BOARD MEMBER | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| ALEX BROWN | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BARRETT RIORDAN | |||||||
| BOARD MEMBER | 3.00 | $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 |
| Membership Dues | $20,625 | MembershipDuesAmt |
| Fundraising | $79,439 | FundraisingAmt |
| Government Grants | $71,303 | GovernmentGrantsAmt |
| All Other Contributions | $12,891 | AllOtherContributionsAmt |
| Noncash Contributions | $1,891 | NoncashContributionsAmt |
| Total Contributions | $184,258 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| PUBLISHING REVENUE | $765 | $765 |
| LIBRARY SERVICES | $1,271 | $1,271 |
| EDUCATIONAL PROGRAMS | $20,508 | $20,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,544 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,401 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,401 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $916 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $916 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,930 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $718 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,212 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,212 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC REVENUE | Desc |
| Total Revenue Column | $2,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,165 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,165 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,580 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,322 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400 | TotalAmt |
| Management And General | $400 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733 | TotalAmt |
| Program Services | $733 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,037 | TotalAmt |
| Management And General | $3,037 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,110 | TotalAmt |
| Program Services | $49,216 | ProgramServicesAmt |
| Fundraising | $11,894 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,856 | TotalAmt |
| Management And General | $10,856 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,222 | TotalAmt |
| Management And General | $4,222 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,007 | TotalAmt |
| Program Services | $27,491 | ProgramServicesAmt |
| Management And General | $53,516 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592 | TotalAmt |
| Management And General | $592 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475 | TotalAmt |
| Management And General | $475 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,183 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,046 | TotalAmt |
| Management And General | $3,046 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EDUCATION PROGRAM EXPENSES | $7,594 | $7,594 |
| HISTORIC PRESERVATION | $15,962 | $15,962 |
| LIBRARY EXPENSE | $168 | $168 |
| ONLINE RESEARCH SUBSCRIPTIONS | $3,463 | $3,463 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,848 | TotalAmt |
| Program Services | $104,627 | ProgramServicesAmt |
| Management And General | $76,144 | ManagementAndGeneralAmt |
| Fundraising | $11,894 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,571 | BOYAmt |
| EOY | $48,903 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,408 | BOYAmt |
| EOY | $3,637 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $23,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $115,428 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $103,606 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,752 | BOYAmt |
| EOY | $11,822 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,402 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,114 | BOYAmt |
| EOY | $48,407 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $17,703 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,096 | BOYAmt |
| EOY | $191,048 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,343 | BOYAmt |
| EOY | $344,636 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $24,857 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423 | BOYAmt |
| EOY | $34,857 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,206 | BOYAmt |
| EOY | $291,227 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,714 | BOYAmt |
| EOY | $3,552 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,920 | BOYAmt |
| EOY | $311,385 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,920 | BOYAmt |
| EOY | $309,779 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,343 | BOYAmt |
| EOY | $344,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $16,732 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,606 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $733 | InvestmentExpenseAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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 | $71,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,262 | CurrentTaxYearAmt |
| Total | $664,494 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,396 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,072 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,474 | CurrentTaxYearAmt |
| Total | $107,038 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $665 | CurrentTaxYearMinus1YearAmt |
| Total | $33,778 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $163,229 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $202,970 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $208,736 | CurrentTaxYearAmt |
| Total | $805,310 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $64,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,625 | CurrentTaxYearAmt |
| Total | $190,863 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $10,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,862 | CurrentTaxYearMinus1YearAmt |
| Total | $59,782 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $74,729 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,625 | CurrentTaxYearAmt |
| Total | $250,645 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $554,665 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,401 | CurrentTaxYearAmt |
| Total | $4,974 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,401 | CurrentTaxYearAmt |
| Total | $4,974 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $163,944 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $204,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $210,137 | CurrentTaxYearAmt |
| Total | $810,284 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.68450 | PublicSupportCY509Pct |
| Investment Income CY | 0.00610 | InvestmentIncomeCYPct |
| 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) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $52,836 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $13,719 | DonorAdvisedFundsGrantsAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $187,548 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,401 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $16,401 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,000 | BeginningYearBalanceAmt |
| End Year Balance | $15,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| End Year Balance | $15,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,050 | InvestmentCostOrOtherBasisAmt |
| Book Value | $10,050 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,606 | DepreciationAmt |
| Book Value | $1,772 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,822 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CFL AGENCY ACCOUNT | Desc |
| Book Value | $48,407 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $48,407 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMENT FUND SECURITIES | Desc |
| Book Value | $17,703 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $17,703 | TotalBookValueProgramRltdAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III LINE 4 B | FormAndLineReferenceDesc |
| Explanation | PART III LINE 4 B: MAINTAIN HISTORICAL BOOKS AND DOCUMENTS, DIGITAL COLLECTIONS, AND PROVIDE ONLINE ACCESS TO OUR DATABASES FOR PUBLIC AND PRIVATE HISTORICAL RESEARCH. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER COOPER | PersonNm |
| Relationship With Org | TREASURER | RelationshipWithOrgTxt |
| Loan Purpose | CASH FLOW | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $10,000 | OriginalPrincipalAmt |
| Balance Due | $10,000 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $10,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER COOPER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TREASURER | RelationshipDescriptionTxt |
| Transaction | $10,000 | TransactionAmt |
| Transaction | N/P DISCLOSED IN SCH L PART II | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990 EO PG 10 LINE 16B | FormAndLineReferenceDesc |
| Explanation | FT MITCHEL & ZION REPAIRS & MAINTENANCE 7 HURRICANE CLEANUP. | ExplanationTxt |