BARNSTABLE HISTORICAL SOCIETY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: BARNSTABLE HISTORICAL SOCIETY (EIN 04-2600860)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-15
IRS object ID: 201203209349302655
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
Form 990
Schedule A
Schedule D
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-15T09:15:24-06:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JAMES F BOGLE CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	244 WILLOW ST	AddressLine1
City	YARMOUTHPORT	City
State	MA	State
ZIP Code	026751757	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	042600860	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BARNSTABLE HISTORICAL SOCIETY	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BARN	NameControl
Phone	5083622982	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3074 MAIN ST P O BOX 829	AddressLine1
City	BARNSTABLE	City
State	MA	State
ZIP Code	02630	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	THOMAS G SHANAHAN	Name
Title	PRESIDENT	Title
Phone	5083622982	Phone
Date Signed	2012-09-25	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JAMES F BOGLE	Name
Phone	5083628123	Phone
Date Prepared	2012-11-14	DatePrepared

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)
Gross Receipts	264996	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Activity Or Mission Description	TO FOSTER INTEREST IN THE HISTORY OF BARNSTABLE, MASSACHUSETTS	ActivityOrMissionDescription
Nbr Voting Members Governing Body	12	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	12	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	13616	ContributionsGrantsPriorYear
Contributions Grants Current Year	229144	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	535	InvestmentIncomePriorYear
Investment Income Current Year	62	InvestmentIncomeCurrentYear
Other Revenue Prior Year	31750	OtherRevenuePriorYear
Other Revenue Current Year	35790	OtherRevenueCurrentYear
Total Revenue Prior Year	45901	TotalRevenuePriorYear
Total Revenue Current Year	264996	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	4160	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	21538	TotalFundrsngExpCurrentYear
Other Expense Prior Year	60508	OtherExpensePriorYear
Other Expenses Current Year	71179	OtherExpensesCurrentYear
Total Expenses Prior Year	64668	TotalExpensesPriorYear
Total Expenses Current Year	71179	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-18767	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	193817	RevenuesLessExpensesCY
Total Assets BOY	57645	TotalAssetsBOY
Total Assets EOY	251462	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	57645	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	251462	NetAssetsOrFundBalancesEOY
Mission Description	TO FOSTER INTEREST IN THE HISTORY OF BARNSTABLE, MASSACHUSETTS	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	49641	Expense
Description	TO FOSTER INTEREST IN THE HISTORY OF BARNSTABLE, MASSACHUSETTS	Description
Total Program Service Expense	49641	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	false	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	false	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	12	NbrVotingGoverningBodyMembers
Number Independent Voting Members	12	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	THOMAS SHANAHAN	NamePerson
Telephone Number	2053622982	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	P O BOX 8029	AddressLine1
City	BARNSTABLE	City
State	MA	State
ZIP Code	02630	ZIPCode

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

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitle	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
THOMAS SHANAHAN
PRESIDENT	X	X	0	0	0
PETER HUTTON
VICE PRES	X	X	0	0	0
KEITH MACKENSIE-BETTY
SECRETARY	X	X	0	0	0
MARILYN FULLER
DIRECTOR	X		0	0	0
RICHARD FRENCH
DIRECTOR	X		0	0	0
MAX KUMIN
DIRECTOR	X		0	0	0
TARA SCHIFFMANN BROWN
DIRECTOR	X		0	0	0
ANDREW POWERS
DIRECTOR	X		0	0	0
NANCY V SHOEMAKER
DIRECTOR	X		0	0	0
ROBERTA Q COX
DIRECTOR	X		0	0	0
TRACEY T EASTMAN
DIRECTOR	X		0	0	0
PATRICK R RAMAGE
DIRECTOR	X		0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Membership Dues	11224	MembershipDues
Government Grants	217920	GovernmentGrants
Total Contributions	229144	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	62	TotalRevenueColumn
Exclusion	$62	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	35790	GrossIncomeFundraisingEvents

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	35790	TotalRevenueColumn
Exclusion	$35,790	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	264996	TotalRevenueColumn
Exclusion	$35,852	ExclusionAmount

Advertising Advertising

Field	Value	IRS element (for citing)
Total	141	Total
Program Services	141	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	2075	Total
Program Services	2075	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	21391	Total
Program Services	21391	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	450	Total
Program Services	450	ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	FundraisingFundraising	Program ServicesProgramServices
BOUTIGUE EXPENSES	15913	15913
PROFESSIONAL FEES	9074		9074
PROFESSIONAL FEES-FUND	7500		7500
AUTUMNFEST EXPENSES	5371	5371

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	9264	Total
Program Services	9010	ProgramServices
Fundraising	254	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	71179	Total
Program Services	49641	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	21538	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	17413	BOY
EOY	89965	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	40232	BOY
EOY	113997	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	47500	LandBuildingsEquipmentBasis

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
EOY	47500	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	57645	BOY
EOY	251462	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	57645	BOY
EOY	251462	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	57645	BOY
EOY	251462	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	57645	BOY
EOY	251462	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	193817	ReconcilationRevenueExpenses
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited

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	229144	CurrentTaxYear
Total	229144	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	44709	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	45366	CurrentTaxYearMinus1Year
Current Tax Year	35790	CurrentTaxYear
Total	125865	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	44709	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	45366	CurrentTaxYearMinus1Year
Current Tax Year	264934	CurrentTaxYear
Total	355009	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	27778	CurrentTaxYearMinus3Years
Total	27778	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	27778	CurrentTaxYearMinus3Years
Total	27778	Total

Field	Value	IRS element (for citing)
Public Support Total509	327231	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2543	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	996	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	62	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	535	CurrentTaxYearMinus1Year
Current Tax Year	62	CurrentTaxYear
Total	4198	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2543	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	996	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	62	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	535	CurrentTaxYearMinus1Year
Current Tax Year	62	CurrentTaxYear
Total	4198	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2543	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	996	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	44771	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	45901	CurrentTaxYearMinus1Year
Current Tax Year	264996	CurrentTaxYear
Total	359207	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.91100	PublicSupportPercentage509
Prior Year Support Percentage	0.84420	PriorYearSupportPercentage
Investment Income Percentage	0.01000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.03000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	47500	OtherCostOrOtherBasis
Book Value	47500	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	47500	TotalOfBookValueLandBuildings

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	HOLIDAY BOUTIQU	NameOfEvent1
Gross Receipts Event1	23362	GrossReceiptsEvent1
Gross Revenue Event1	23362	GrossRevenueEvent1
Name Of Event2	AUTUMNFEST	NameOfEvent2
Gross Receipts Event2	11448	GrossReceiptsEvent2
Gross Revenue Event2	11448	GrossRevenueEvent2
Gross Receipts Total	34810	GrossReceiptsTotal
Gross Revenue Total Events	34810	GrossRevenueTotalEvents
Net Income Summary	34810	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	NO REVIEW WAS OR WILL BE CONDUCTED.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	NO DOCUMENTS AVAILABLE TO THE PUBLIC
OTHER EXPENSES	FORM 990, PART IX, LINE 24E	MAINTENANCE - YARD 3,095 STORAGE 2,085 PRINTING 1,745 MAINTENANCE 1,640 ALARM 385 DECOY EXPENSES 254 STATE FILING FEES 35 MISCELLANEOUS 25