HISTORICAL SOCIETY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HISTORICAL SOCIETY INC (EIN 13-1790735)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201203199349303415
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-14T12:17:32-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133566215 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER J ZAMBELLETTI & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 MAIN STREET | AddressLine1 |
| City | TARRYTOWN | City |
| State | NY | State |
| ZIP Code | 10591 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131790735 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORICAL SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIST | NameControl |
| Phone | 9146318374 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GROVE STREET | AddressLine1 |
| City | TARRYTOWN | City |
| State | NY | State |
| ZIP Code | 10591 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALICE DROOGAN | Name |
| Title | TREASURER | Title |
| Phone | 9146318374 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER J ZAMBELLETTI | Name |
| PTIN | P00151873 | PTIN |
| Phone | 9146311359 | Phone |
| Date Prepared | 2012-11-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TARA VAN TASSELL | NameOfPrincipalOfficerPerson |
| Gross Receipts | 48733 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THEHISTORICALSOCIETY.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | MAINTAIN AND HOUSE ARTIFACTS, LITERATURE AND OTHER VARIOUS ITEMS PERTAINING TO THE HISTORIES OF THE VILLAGES OF TARRYTOWN AND SLEEPY HOLLOW. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 30602 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 39431 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 493 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1017 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2485 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2366 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1128 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3507 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 34708 | TotalRevenuePriorYear |
| Total Revenue Current Year | 46321 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 670 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18270 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18348 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22863 | OtherExpensePriorYear |
| Other Expenses Current Year | 28136 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 41803 | TotalExpensesPriorYear |
| Total Expenses Current Year | 46484 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -7095 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -163 | RevenuesLessExpensesCY |
| Total Assets BOY | 340917 | TotalAssetsBOY |
| Total Assets EOY | 340754 | TotalAssetsEOY |
| Total Liabilities BOY | 1221 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1221 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 339696 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 339533 | NetAssetsOrFundBalancesEOY |
| Mission Description | MAINTAIN AND HOUSE ARTIFACTS, LITERATURE AND OTHER VARIOUS ITEMS PERTAINING TO THE HISTORIES OF THE VILLAGES OF TARRYTOWN AND SLEEPY HOLLOW. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 46324 | Expense |
| Description | PROVIDE RESIDENTS & VISITORS WITH INFORMATION TO THE HISTORIES OF THE VILLAGES OF TARRYTOWN, NY AND SLEEPY HOLLOW, NY AND THEIR SIGNIFICANCE IN THE DEVELOPMENT OF THIS COUNTRY. | Description |
| Total Program Service Expense | 46324 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9146318374 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GROVE STREET | AddressLine1 |
| City | TARRYTOWN | City |
| State | NY | State |
| ZIP Code | 10591 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| RICHARD ROSE | |||||
| PRES | 1.00 | X | 0 | 0 | 0 |
| AUBREY HAWES | |||||
| VICE PRES | 1.00 | X | 0 | 0 | 0 |
| TOM HINDS | |||||
| VICE PRES | 1.00 | X | 0 | 0 | 0 |
| MARY ANN MARSHALL | |||||
| SECY | 1.00 | X | 0 | 0 | 0 |
| TARA VAN TASSELL | |||||
| TREAS | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 13604 | MembershipDues |
| Fundraising Events | 10772 | FundraisingEvents |
| All Other Contributions | 15055 | AllOtherContributions |
| Total Contributions | 39431 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| ROYALTIES | 657 | 657 |
| RESEARCH | 210 | 210 |
| PHOTOS | 150 | 150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1017 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2366 | TotalRevenueColumn |
| Exclusion | $2,366 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2412 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 10772 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 2412 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 3507 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3507 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3507 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46321 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4524 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,366 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16800 | Total |
| Program Services | 16800 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1548 | Total |
| Program Services | 1548 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1600 | Total |
| Program Services | 1600 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2324 | Total |
| Program Services | 2208 | ProgramServices |
| Management And General | 116 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11717 | Total |
| Program Services | 11717 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11173 | Total |
| Program Services | 11173 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DUES | 475 | 475 | |
| TELEPHONE | 439 | 395 | 44 |
| BANK CHARGES | 298 | 298 | |
| FILING FEES | 110 | 110 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46484 | Total |
| Program Services | 46324 | ProgramServices |
| Management And General | 160 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3330 | BOY |
| EOY | 2713 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6691 | BOY |
| EOY | 7145 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 271950 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271950 | BOY |
| EOY | 271950 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58946 | BOY |
| EOY | 58946 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340917 | BOY |
| EOY | 340754 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1221 | BOY |
| EOY | 1221 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1221 | BOY |
| EOY | 1221 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -52360 | BOY |
| EOY | -52523 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 392056 | BOY |
| EOY | 392056 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 339696 | BOY |
| EOY | 339533 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340917 | BOY |
| EOY | 340754 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -163 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31030 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27624 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36210 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30602 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39431 | CurrentTaxYear |
| Total | 164897 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 391 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 292 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1128 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3507 | CurrentTaxYear |
| Total | 5368 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31421 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27674 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36502 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31730 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42938 | CurrentTaxYear |
| Total | 170265 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 170265 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3386 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3421 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2455 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2485 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2366 | CurrentTaxYear |
| Total | 14113 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3386 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3421 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2455 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2485 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2366 | CurrentTaxYear |
| Total | 14113 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31095 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38957 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34215 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45304 | CurrentTaxYear |
| Total | 184378 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.92350 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.90290 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07650 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.09710 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 271950 | OtherCostOrOtherBasis |
| Book Value | 271950 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 271950 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| 4525.068 SHS T ROWE PRICE - NEW INCOME FUND | 41644 | C |
| 206.150 SHS VANGUARD - 500 INDEX FUND | 12906 | C |
| 226.624 SHS VANGUARD - SMALL CAP INDEX FUND | 4396 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 58946 | TotalOfBookValueSecurities |
| Total Revenue | 46321 | TotalRevenue |
| Total Expenses | 46484 | TotalExpenses |
| Excess Or Deficit For Year | -163 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -163 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART III, LINE 1A: | ReturnReference |
| Explanation | HISTORICAL TREASURES AND WORKS OF ART HELD FOR PUBLIC EXHIBITION,EDUCATION OR RESEARCH ARE NOT REFLECTED ON THE BALANCE SHEET. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE TREASURER WHO THEN FILES IT WITH THE IRS. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. |