BRONX COUNTY HISTORICAL SOCIETY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: BRONX COUNTY HISTORICAL SOCIETY (EIN 13-6153378)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-02-15
IRS object ID: 202400469349300835
Schema version: 2022v5.0
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 B
Schedule D
Schedule J
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-02-15T08:33:50-06:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	222140519	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	VAN DUYNE BRUNO & CO PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	18 HOOK MOUNTAIN ROAD PO BOX 896	AddressLine1Txt
City	PINE BROOK	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07058	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	136153378	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BRONX COUNTY HISTORICAL SOCIETY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BRON	BusinessNameControlTxt
Phone	7188818900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3309 BAINBRIDGE AVENUE	AddressLine1Txt
City	BRONX	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10467	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DR GARY D HERMALYN	PersonNm
Person Title	CHEIF EXECUTIVE OFFICER	PersonTitleTxt
Phone	7188818900	PhoneNum
Signature	2024-02-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DR	PersonFirstNm
Person Last	GARY D HERMALYN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JACK GUTIERREZ	PreparerPersonNm
PTIN	P00735464	PTIN
Phone	9738081445	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DR GARY D HERMALYN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3309 BAINBRIDGE AVENUE	AddressLine1Txt
City	BRONX	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10467	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,059,680	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BRONXHISTORICALSOCIETY.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1955	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	TO OPERATE HISTORIC FACILITIES, RESEARCH LIBRARIES AND ARCHIVES; EDUCATIONAL PROGRAMS; PUBLISHING	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	10	TotalEmployeeCnt
Total Volunteers	6	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$749,444	PYContributionsGrantsAmt
CY Contributions Grants	$807,495	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$34,276	PYInvestmentIncomeAmt
CY Investment Income	$17,952	CYInvestmentIncomeAmt
PY Other Revenue	$72,903	PYOtherRevenueAmt
CY Other Revenue	$99,130	CYOtherRevenueAmt
PY Total Revenue	$856,623	PYTotalRevenueAmt
CY Total Revenue	$924,577	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$275,223	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$388,989	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$403,821	PYOtherExpensesAmt
CY Other Expenses	$484,356	CYOtherExpensesAmt
PY Total Expenses	$679,044	PYTotalExpensesAmt
CY Total Expenses	$873,345	CYTotalExpensesAmt
PY Revenues Less Expenses	$177,579	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$51,232	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,491,629	TotalAssetsBOYAmt
Total Assets EOY	$1,709,984	TotalAssetsEOYAmt
Total Liabilities BOY	$418,214	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$518,723	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,073,415	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,191,261	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE BRONX IS A MICROCOSM OF THE STORY OF AMERICA. THE BRONX IS HOME TO 1.4 MILLION PEOPLE WITH A RICH DIVERSITY OF ETHNIC AND CULTURAL BACKGROUNDS. SINCE COLONIAL DAYS, THE BRONX HAS STOOD AT THE CROSSROADS OF AMERICAN HISTORY. THE BRONX COUNTY HISTORICAL SOCIETY WAS	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$593,527	ExpenseAmt
Revenue	$89,256	RevenueAmt
Desc	OPERATION OF LOCAL HISTORIC FACILITIES - POE COTTAGE, VALENTINE-VARIAN HOUSE 3309 AND 3313 BAINBRIDGE AVENUE, INCLUDING THE BRONX COUNTY MUSUEM, ARCHIVES, MAINTAINING AND OPERATING HISTORICAL SITES FOR THE PUBLIC AND VISITORS AND THE BRONX RESEARCH LIBRARY.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	EDUCATIONAL PROGRAMS AND RESEARCH ON ITEMS OF LOCAL HISTORIC IMPORTANCE INCLUDING MAINTENANCE OF MUSEUM COLLECTIONS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$593,527	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	10	EmployeeCnt
Employment Tax Returns Filed	0	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TAXPAYER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7188818900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3309 BAINBRIDGE AVENUE	AddressLine1Txt
City	BRONX	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10467	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
JACQUELINE KUTNER
PRESIDENT	5.00	Yes (X)	Yes (X)	$0	$0	$0
JOEL PODGOR
TRUSTEE	5.00	Yes (X)	Yes (X)	$0	$0	$0
PROF LLOYD ULTAN
TRUSTEE	2.00	Yes (X)		$0	$0	$0
ROBERT ESNARD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
PAT LOGAN
TREASURER	3.00	Yes (X)	Yes (X)	$0	$0	$0
TONY MORANTE
VICE PRESIDENT	3.00	Yes (X)	Yes (X)	$0	$0	$0
MEI SEI FONG
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LARRY BARRAZOTTO
SECRETARY	1.00	Yes (X)		$0	$0	$0
JAC ZDREAMER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
STEVE BAKTIDY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
GIL WALTON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DR GARY D HERMALYN
EXECUTIVE DIRECTOR	32.00		Yes (X)	$43,610	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$43,610	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Membership Dues	$11,565	MembershipDuesAmt
Government Grants	$786,324	GovernmentGrantsAmt
All Other Contributions	$9,606	AllOtherContributionsAmt
Total Contributions	$807,495	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,103	TotalRevenueColumnAmt
Related Or Exempt Func Income	$23,103	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$94,849	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$100,000	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$5,151	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$5,151	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$5,151	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$114,609	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$35,103	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$79,506	TotalRevenueColumnAmt
Exclusion	$79,506	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GIFT SHOPS	455000	$9,874	$9,874
JOURNAL ADVERTISING	900099	$9,750	$9,750

Field	Value	IRS element (for citing)
Other Revenue Total	$19,624	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$924,577	TotalRevenueColumnAmt
Related Or Exempt Func Income	$37,576	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$79,506	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$43,610	TotalAmt
Management And General	$43,610	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$266,155	TotalAmt
Program Services	$205,417	ProgramServicesAmt
Management And General	$60,738	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$17,510	TotalAmt
Program Services	$17,510	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$23,098	TotalAmt
Program Services	$15,245	ProgramServicesAmt
Management And General	$7,853	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$38,616	TotalAmt
Program Services	$25,608	ProgramServicesAmt
Management And General	$13,008	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$31,369	TotalAmt
Management And General	$31,369	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$32,500	TotalAmt
Management And General	$32,500	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,419	TotalAmt
Management And General	$2,419	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$100,715	TotalAmt
Program Services	$92,900	ProgramServicesAmt
Management And General	$7,815	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,628	TotalAmt
Program Services	$2,525	ProgramServicesAmt
Management And General	$10,103	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,072	TotalAmt
Program Services	$1,072	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,084	TotalAmt
Management And General	$1,084	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$41,340	TotalAmt
Program Services	$14,367	ProgramServicesAmt
Management And General	$26,973	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
CONTRIBUTED RENT	$96,000	$96,000
PROGRAM EXPENSES	$85,227	$85,227
PRINTING AND PUBLICATIO	$26,680	$5,336	$21,344
UTILITIES	$18,995	$18,995

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$34,327	TotalAmt
Program Services	$13,325	ProgramServicesAmt
Management And General	$21,002	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$873,345	TotalAmt
Program Services	$593,527	ProgramServicesAmt
Management And General	$279,818	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$281,284	BOYAmt
EOY	$225,121	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$15,200	BOYAmt
EOY	$90,742	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$20,910	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$37,882	BOYAmt
EOY	$37,882	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$27,779	BOYAmt
EOY	$20,916	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$405,084	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$286,973	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$20,702	BOYAmt
EOY	$118,111	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$433,464	BOYAmt
EOY	$520,984	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$675,318	BOYAmt
EOY	$675,318	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,491,629	BOYAmt
EOY	$1,709,984	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$13,302	BOYAmt
EOY	$113,811	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$233,103	BOYAmt
EOY	$233,103	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$171,809	BOYAmt
EOY	$171,809	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$418,214	BOYAmt
EOY	$518,723	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,073,415	BOYAmt
EOY	$1,191,261	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,073,415	BOYAmt
EOY	$1,191,261	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,491,629	BOYAmt
EOY	$1,709,984	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$51,232	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$66,614	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$569,870	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$575,877	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$417,125	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$732,155	CurrentTaxYearMinus1YearAmt
Current Tax Year	$807,495	CurrentTaxYearAmt
Total	$3,102,522	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$569,870	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$575,877	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$417,125	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$732,155	CurrentTaxYearMinus1YearAmt
Current Tax Year	$807,495	CurrentTaxYearAmt
Total	$3,102,522	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$3,102,522	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,401	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,629	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,429	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$20,026	CurrentTaxYearMinus1YearAmt
Current Tax Year	$17,952	CurrentTaxYearAmt
Total	$57,437	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,400	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$22,108	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$16,232	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$46,740	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$10,133	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years	$170,111	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,250	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,624	CurrentTaxYearAmt
Total	$214,118	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$3,420,817	TotalSupportAmt
Public Support CY170	0.90700	PublicSupportCY170Pct
Public Support PY170	0.90350	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

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)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$433,464	BeginningYearBalanceAmt
Investment Earnings Or Losses	$84,566	InvestmentEarningsOrLossesAmt
Other Expenditures	$29,124	OtherExpendituresAmt
End Year Balance	$547,154	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$543,992	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$96,436	InvestmentEarningsOrLossesAmt
Other Expenditures	$14,092	OtherExpendituresAmt
End Year Balance	$433,464	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$402,506	BeginningYearBalanceAmt
Investment Earnings Or Losses	$174,151	InvestmentEarningsOrLossesAmt
Other Expenditures	$32,665	OtherExpendituresAmt
End Year Balance	$543,992	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$356,632	BeginningYearBalanceAmt
Investment Earnings Or Losses	$49,874	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,000	OtherExpendituresAmt
End Year Balance	$402,506	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$360,860	BeginningYearBalanceAmt
Investment Earnings Or Losses	$4,172	InvestmentEarningsOrLossesAmt
Other Expenditures	$8,400	OtherExpendituresAmt
End Year Balance	$356,632	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$295,806	OtherCostOrOtherBasisAmt
Depreciation	$177,695	DepreciationAmt
Book Value	$118,111	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$109,278	OtherCostOrOtherBasisAmt
Depreciation	$109,278	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$118,111	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
BROKER MONEY MARKET FUNDS	$50,000	F
EQUITY MUTUAL FUNDS	$206,072	F
CORPORATE EQUITY SECURITIES	$264,912	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$520,984	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
LIBRARY	$325,762
MUSEUM	$278,270
POE COTTAGE	$4,486
3	$66,800

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$675,318	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
COMPENSATED ABSENCES AND OTHER POST RETIREMENT OBLIGATIONS	$50,723
ACCRUED INTEREST	$100,511
COMPENSATED ABSENCES, CURRENT PORTION	$20,575

Field	Value	IRS element (for citing)
Total Liability	$171,809	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PART III, LINE 4	FormAndLineReferenceDesc
Explanation	PART III, LINE 4: SOCIETY'S RESEARCH LIBRARY IS UNIQUE IN NEW YORK CITY. IT HOUSES AN EXTENSIVE COLLECTION OF HISTORICAL INFORMATION ON THE BRONX, INCLUDING BOOKS, REPORTS, PAMPHLETS, MICROFILMS, ETC. IT IS A MAJOR RESOURCE CENTER FOR HIGH SCHOOL AND COLLEGE STUDENTS, JOURNALISTS, BUSINESS AND GOVERNMENT RESEARCHERS AND SCHOLARS WHO HAVE A PROFESSIONAL NEED, OR CURIOSITY, TO LEARN MORE ABOUT THE BRONX. IN 1974, THE SOCIETY'S COLLECTION OF HISTORICAL MATERIAL GREW CONSIDERABLY WHEN THE SOCIETY ASSUMED RESPONSIBILITY FOR NEARLY A MILLION ITEMS WHICH WERE THEN ESTABLISHED AS THE BRONX COUNTY ARCHIVES. THE ARCHIVES CONTAIN ORIGINAL DOCUMENTS, MANUSCRIPTS, BOOKS, MAPS AND CITY DIRECTORIES GOING BACK TO PRE-CIVIL WAR DAYS, COVERING NOT ONLY BRONX HISTORY BUT ALSO THE HISTORY OF NEW YORK CITY AND WESTCHESTER COUNTY. THE RESEARCH LIBRARY AND ARCHIVES ALSO BOAST AN ENORMOUS COLLECTION OF 19TH AND EARLY 20TH CENTURY PHOTOGRAPHS, PRINTS AND POSTCARDS OF THE BRONX. THERE IS ALSO AN IMPORTANT COLLECTION OF PERIODICAL LITERATURE AND PUBLICATIONS, BEGINNING WITH THE FIRST ISSUE OF THE BRONX HOME NEWS FROM 1907. FINALLY, THERE IS A SPECIAL COLLECTION OF MATERIAL ON THE LIFE AND WORKS OF EDGAR ALLAN POE. ONE ADVANTAGE THE SOCIETY'S LIBRARY OFFERS RESEARCHERS IS DIRECT ACCESS TO THE COLLECTION. THEY CAN LOOK THROUGH HISTORIC PERSONAL PAPERS, LISTEN TO TAPES IN THE ORAL HISTORY ARCHIVES, VIEW VIDEOS OR STUDY THE OLD PHOTOGRAPHS. THE LIBRARY HAS AN EASY TO USE CROSS INDEXED CARD FILE, FULL-TIME LIBRARIANS AND A QUIET, PERSONAL ATMOSPHERE. PART V, LINE 4: THE ENDOWMENT FUNDS ARE PLANNED TO BE A SOURCE OF CONTINUING SUPPORT FOR THE OPERATIONS OF THE SOCIETY. THE BOARD IS ENDEAVORING TO CREATE A SOURCE OF PERMANENT FINANCING TO EASE THE FINANCIAL PRESSURES ON THE CONTINUANCE OF THE SOCIETY. PART X, LINE 2: THE SOCIETY EVALUATES THE EFFECT OF UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP). MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX IN EXCESS OF AMOUNTS REPORTED ON THE ANNUAL TAX RETURNS. THE SOCIETY DISCLOSES MATERIAL ADJUSTMENTS RESULTING FROM TAX EXAMINATIONS, IF ANY, AND REPORTS INTEREST AND PENALTIES RESULTING FROM SUCH ADJUSTMENTS, AS INTEREST EXPENSE OR OTHER EXPENSE. THERE WERE NO TAX EXAMINATIONS OR ADJUSTMENTS RELATING THEREFROM.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	LLOYD ULTAN	PersonNm
Relationship With Org	BOARD MEMBER	RelationshipWithOrgTxt
Loan Purpose	FINANCING OF ARCHIVES BUILDING RENOVATIONS	LoanPurposeTxt
Loan To Organization	Yes (X)	LoanToOrganizationInd
Original Principal	$195,103	OriginalPrincipalAmt
Balance Due	$233,103	BalanceDueAmt
Default	0	DefaultInd
Board Or Committee Approval	Yes (1)	BoardOrCommitteeApprovalInd
Written Agreement	Yes (1)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$233,103	TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	COPIES ARE PROVIDED AS REQUESTED.
FORM 990, PART VI, SECTION B, LINE 12C	THE SOCIETY REQUIRES ALL BOARD MEMBER AND SIGNIFICANT MEMBERS OF MANAGEMENT TO DISCLOSE ALL RELATIONSHIPS THAT COULD BE CONSIDERED A CONFLICT OF INTEREST AND INCLUDES INFORMATION IN BOARD MINUTES AS APPLICABLE.
FORM 990, PART VI, SECTION B, LINE 15	SALARIES ARE DETERMINED BY THE BOARD OF DIRECTORS AFTER A REVIEW OF LOCAL SALARIES OF SIMILAR ORGANIZATIONS AND A REVIEW OF THE SOCIETY'S FINANCES
FORM 990, PART VI, SECTION C, LINE 18	THEY ARE AVAILABLE UPON REQUEST. CONTACT INFO IS AVAILABLE ON THE WEBSITE.
FORM 990, PART VI, SECTION C, LINE 19	THEY ARE AVAILABLE UPON REQUEST. CONTACT INFO IS AVAILABLE ON THE WEBSITE.
FORM 990, PART IX, LINE 11G	CONTRIBUTED AND VOLUNTEER SERVICES: PROGRAM SERVICE EXPENSES 92,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,900. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,815. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,815.