WALTON HISTORICAL SOCIETY: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WALTON HISTORICAL SOCIETY (EIN 22-3301369)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-13
IRS object ID
202501049349201110
Schema version
2024v5.1
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

FieldValueIRS element (for citing)
Return2025-04-13T13:26:32ZReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861150876PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1H AND R BLOCKBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1142 DELAWARE STAddressLine1Txt
CityWALTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13856ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223301369EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WALTON HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALTBusinessNameControlTxt
Phone6078655895PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 TOWNSEND STREETAddressLine1Txt
CityWALTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13856ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE E DOLPHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6078655895PhoneNum
Signature2025-04-12SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBruce DolphPreparerPersonNm
PTINP00619282PTIN
Phone8004725625PhoneNum
Preparation2025-04-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$38,526GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$13,031ContributionsGiftsGrantsEtcAmt
Membership Dues$2,260MembershipDuesAmt
Fundraising Gross Income$6,687FundraisingGrossIncomeAmt
Special Events Net Income Loss$6,687SpecialEventsNetIncomeLossAmt
Other Revenue Total$16,548OtherRevenueTotalAmt
Total Revenue$38,526TotalRevenueAmt
Occupancy Rent Utlts And Maint$10,853OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,354PrintingPublicationsPostageAmt
Other Expenses Total$10,028OtherExpensesTotalAmt
Total Expenses$23,235TotalExpensesAmt
Excess Or Deficit For Year$15,291ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$109,985NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$125,276NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$9,985BOYAmt
EOY$22,732EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$100,000BOYAmt
EOY$100,000EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$109,985BOYAmt
EOY$122,732EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$109,985BOYAmt
EOY$122,732EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposePRESERVE THE HISTORY OF WALTON THROUGH PRESERVATION OF DOCUMENTS PHOTOS GENEALOGY ARTIFACTS. THE SOCIETY PUBLISHES OF LOCAL HISTORY INTERETS RELATED TO THE HISTORY OF WALTON NYPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTO BENEFIT AND PERSERVE THE HISTORY OF WALTONDescriptionProgramSrvcAccomTxt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (2 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JASON SCHWARTZ
PRESIDENT0.00$0
BRUCE E DOLPH
TREASURY0.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRUCE E DOLPHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1142 NORTH STREETAddressLine1Txt
CityWaltonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13856ZIPCd
FieldValueIRS element (for citing)
Phone6077656864PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,469CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,368CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,063CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,927CurrentTaxYearMinus1YearAmt
Current Tax Year$15,291CurrentTaxYearAmt
Total$51,118TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,469CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,368CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,063CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,927CurrentTaxYearMinus1YearAmt
Current Tax Year$15,291CurrentTaxYearAmt
Total$51,118TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$51,118PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3CurrentTaxYearMinus1YearAmt
Current Tax Year$5CurrentTaxYearAmt
Total$37TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3CurrentTaxYearMinus1YearAmt
Current Tax Year$5CurrentTaxYearAmt
Total$37TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,479CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,379CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,071CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,930CurrentTaxYearMinus1YearAmt
Current Tax Year$15,296CurrentTaxYearAmt
Total$51,155TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99930PublicSupportCY509Pct
Investment Income CY0.00070InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceNO LINESFormAndLineReferenceDesc
ExplanationNO INFORMATIONExplanationTxt

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