WATERBURY HISTORICAL SOCIETY: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WATERBURY HISTORICAL SOCIETY (EIN 03-0289348)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201601379349203535
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T13:42:22-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030349737 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALL & HOLDEN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1427 | AddressLine1Txt |
| City | WAITSFIELD | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05673 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030289348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Waterbury Historical Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WATE | BusinessNameControlTxt |
| Phone | 8022446330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 708 | AddressLine1Txt |
| City | Waterbury | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05676 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL WILLARD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8022446330 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert J Holden | PreparerPersonNm |
| PTIN | P01238704 | PTIN |
| Phone | 8024963140 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WATERBURYHISTORICALSOCOETY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $65,988 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $59,013 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $2,244 | ProgramServiceRevenueAmt |
| Membership Dues | $1,185 | MembershipDuesAmt |
| Investment Income | $3,546 | InvestmentIncomeAmt |
| Total Revenue | $65,988 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $100,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $899 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $804 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,059 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $2,092 | OtherExpensesTotalAmt |
| Total Expenses | $104,854 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$38,866 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $146,826 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$1,964 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $105,996 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,826 | BOYAmt |
| EOY | $90,360 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $15,636 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,826 | BOYAmt |
| EOY | $105,996 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,826 | BOYAmt |
| EOY | $105,996 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PRESERVATION OF THE HISTORY OF WATERBURY VERMONT. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PRESERVING ARTIFACTS AND PUBLISHING A HISTORY BOOK | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $100,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $104,854 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $104,854 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JANE WILLARD | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID LUCE | ||||
| DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRIAN HARWOOD | ||||
| CO-PRESIDENT | 0.00 | $0 | $0 | $0 |
| THERESA WOOD | ||||
| CO-PRESIDENT | 0.00 | $0 | $0 | $0 |
| JAN GENDREAU | ||||
| SECRETARY | 0.00 | $0 | $0 | $0 |
| PAUL WILLARD | ||||
| TREASURER | 0.00 | $0 | $0 | $0 |
| CHRIS PALERMO | ||||
| ASST TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL WILLARD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 73 | AddressLine1Txt |
| City | WATERBURY | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05676 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8022446330 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
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 Minus1 Year | $82,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,442 | CurrentTaxYearAmt |
| Total | $144,878 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $82,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,442 | CurrentTaxYearAmt |
| Total | $144,878 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $144,878 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,546 | CurrentTaxYearAmt |
| Total | $5,472 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,546 | CurrentTaxYearAmt |
| Total | $5,472 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $84,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,988 | CurrentTaxYearAmt |
| Total | $150,350 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96360 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97720 | PublicSupportPY509Pct |
| Investment Income CY | 0.03640 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02280 | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 4 - Other Investment Income | Description: INTEREST INCOME. Amount: 142. Description: DIVIDEND INCOME. Amount: 3,404. Total Included on Form 990-EZ, line 4: 3,546. Total to Form 990-EZ, line 14: 804. |
| Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid | Activity Classification: BUILDING CONSTRUCTION. Grantee Name: TOWN OF WATERBURY. Grantee Address: 51 SOUTH MAIN STREET WATERBURY, VT 05676. Property Description: cash. Book Value of Property: 100,000. Date of Gift: 06/01/15. Amount Given: 100,000. |
| Form 990-EZ, Part I, Line 14 | Description: Depreciation. Amount: 654. Description: Other Expenses. Amount: 150. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: DUES/FEES. Amount: 100. Description: INSURANCE. Amount: 483. Description: SUPPLIES. Amount: 1,362. Description: WEBSITE. Amount: 147. Total to Form 990-EZ, line 16: 2,092. |
| Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets | Description: UNREALIZED GAIN ON INVESTMENTS. Amount: -1,964. |
| Form 990-EZ, Part II, Line 24 - Other Assets | Description: Other Depreciable Assets. Beg. of Year Amount: 0. End of Year Amount: 15,636. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |