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FRIENDS OF HEARTHSTONE INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FRIENDS OF HEARTHSTONE INC (EIN 39-1579731)
Tax period
2023-01-01 to 2023-12-31
Filed
2025-04-12
IRS object ID
202521029349300517
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-12T12:39:26-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 EAST WASHINGTON STREETAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP549115481ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391579731EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRIENDS OF HEARTHSTONE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRIEBusinessNameControlTxt
Phone9207308204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1777AddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP549121777ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTOINETTE POWELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9207308204PhoneNum
Signature2025-04-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL VANDENHOGENPreparerPersonNm
PTINP00499282PTIN
Phone9207318111PhoneNum
Preparation2025-04-08PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1HEARTHSTONE HISTORIC HOUSE MUSEUMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerANTOINETTE POWELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1777AddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP549121777ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$219,165GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HEARTHSTONEMUSEUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionRESTORATION AND PRESERVATION OF HISTORIC VICTORIAN LANDMARK FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT THE LOCAL HISTORY OF HEARTHSTONE.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$135,863PYContributionsGrantsAmt
CY Contributions Grants$123,446CYContributionsGrantsAmt
PY Program Service Revenue$75,308PYProgramServiceRevenueAmt
CY Program Service Revenue$88,934CYProgramServiceRevenueAmt
PY Investment Income$942PYInvestmentIncomeAmt
CY Investment Income$1,910CYInvestmentIncomeAmt
PY Other Revenue-$1,374PYOtherRevenueAmt
CY Other Revenue$3,201CYOtherRevenueAmt
PY Total Revenue$210,739PYTotalRevenueAmt
CY Total Revenue$217,491CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$102,931PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$190,533CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$61,747CYTotalFundraisingExpenseAmt
PY Other Expenses$122,219PYOtherExpensesAmt
CY Other Expenses$129,821CYOtherExpensesAmt
PY Total Expenses$225,150PYTotalExpensesAmt
CY Total Expenses$320,354CYTotalExpensesAmt
PY Revenues Less Expenses-$14,411PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$102,863CYRevenuesLessExpensesAmt
Total Assets BOY$1,005,521TotalAssetsBOYAmt
Total Assets EOY$920,092TotalAssetsEOYAmt
Total Liabilities BOY$6,559TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$998,962NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$920,092NetAssetsOrFundBalancesEOYAmt
MissionHEARTHSTONE HISTORIC HOUSE MUSEUM'S MISSION IS TO PRESERVE AND INTERPRET ITS UNIQUE INTERSECTION OF TECHNOLOGY, HISTORY, AND ART REPRESENTED BY THE 1882 RESIDENCE MAKING IT TANGIBLE, RELEVANT, AND MEANINGFUL TO THOSE AROUND IT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$179,747ExpenseAmt
Revenue$88,934RevenueAmt
DescIN 2023, THE MUSEUM PROVIDED INNOVATIVE, EDUCATIONAL PROGRAMMING FOR CHILDREN AND ADULTS INCLUDING TOURS FOCUSING ON ITS TECHNOLOGICAL HISTORY, IMMIGRATION IN AMERICA, VICTORIAN MOURNING TRADITIONS, VICTORIAN CHRISTMAS TRADITIONS AND OTHER TOPICS. THE MUSEUM FEATURED PERMANENT EXHIBITS ON LEWIS LATIMER, EARLY LIGHTING AND ELECTRICAL SYSTEMS, AND THE FOUNDING OF THE PAPER INDUSTRY. IN ADDITION, THE MUSEUM PROVIDED WIDE-RANGING EDUCATION PROGRAMMING INCLUDING ON-SITE AND VIRTUAL TOURS FOR GRADE SCHOOL STUDENTS BY GRADE BAND AND THROUGH ITS INVENTION CONVENTION PROGRAMMING.Desc
Total Program Service Expenses$179,747TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVE JAHNKEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9207308204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 W PROSPECT AVENUEAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54911ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEVE JAHNKE
CO-PRESIDENT & TREASURER1.00Yes (X)Yes (X)$0$0$0
FRED HOIDA
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ANTOINETTE POWELL
CO-PRESIDENT & SECRETARY1.00Yes (X)Yes (X)$0$0$0
MARIA COSTELLO
DIRECTOR1.00Yes (X)$0$0$0
LISA BENNETT
DIRECTOR1.00Yes (X)$0$0$0
JESSE LOCKSTEIN
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$7,597MembershipDuesAmt
All Other Contributions$115,849AllOtherContributionsAmt
Total Contributions$123,446TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS713990$88,332$88,332
TOURS713990$602$602
FieldValueIRS element (for citing)
Total Program Service Revenue$88,934TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,910TotalRevenueColumnAmt
Exclusion$1,910ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$4,875GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,674CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,201TotalRevenueColumnAmt
Exclusion$3,201ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$217,491TotalRevenueColumnAmt
Related Or Exempt Func Income$88,934RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,111ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$164,598TotalAmt
Program Services$92,175ProgramServicesAmt
Management And General$28,969ManagementAndGeneralAmt
Fundraising$43,454FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,935TotalAmt
Program Services$14,525ProgramServicesAmt
Management And General$4,564ManagementAndGeneralAmt
Fundraising$6,846FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,073TotalAmt
Management And General$14,073ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,041TotalAmt
Management And General$8,041ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,584TotalAmt
Program Services$3,292ProgramServicesAmt
Fundraising$3,292FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,583TotalAmt
Program Services$881ProgramServicesAmt
Management And General$1,547ManagementAndGeneralAmt
Fundraising$8,155FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,894TotalAmt
Program Services$11,180ProgramServicesAmt
Management And General$714ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$39,315TotalAmt
Program Services$38,529ProgramServicesAmt
Management And General$786ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,723TotalAmt
Management And General$5,723ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EXHIBITS, CURATION, COL$9,623$9,623
MAINTENANCE, GROUNDS, S$8,006$5,284$2,722
LICENSES AND DUES$1,957$1,957

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$14,022TotalAmt
Program Services$4,258ProgramServicesAmt
Management And General$9,764ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$320,354TotalAmt
Program Services$179,747ProgramServicesAmt
Management And General$78,860ManagementAndGeneralAmt
Fundraising$61,747FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$37,679BOYAmt
EOY$20,548EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$185,671BOYAmt
EOY$77,444EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$2,600BOYAmt
EOY$3,405EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,113,189LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$554,988LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$543,070BOYAmt
EOY$558,201EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$236,501BOYAmt
EOY$260,494EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,005,521BOYAmt
EOY$920,092EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,559BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,559BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$998,962BOYAmt
EOY$920,092EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$998,962BOYAmt
EOY$920,092EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,005,521BOYAmt
EOY$920,092EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$102,863ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$23,993OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$261,162CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$116,357CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$149,331CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$135,863CurrentTaxYearMinus1YearAmt
Current Tax Year$123,446CurrentTaxYearAmt
Total$786,159TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$261,162CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$116,357CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$149,331CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$135,863CurrentTaxYearMinus1YearAmt
Current Tax Year$123,446CurrentTaxYearAmt
Total$786,159TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$154,759SubstantialContributorsTotAmt
Public Support Total170$631,400PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,878CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,799CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$942CurrentTaxYearMinus1YearAmt
Current Tax Year$1,910CurrentTaxYearAmt
Total$10,932TotalAmt
FieldValueIRS element (for citing)
Total Support$797,091TotalSupportAmt
Gross Receipts Rltd Activities$282,327GrossReceiptsRltdActivitiesAmt
Public Support CY1700.79210PublicSupportCY170Pct
Public Support PY1700.78260PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$236,501BeginningYearBalanceAmt
Investment Earnings Or Losses$23,993InvestmentEarningsOrLossesAmt
End Year Balance$260,494EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$279,587BeginningYearBalanceAmt
Investment Earnings Or Losses-$43,086InvestmentEarningsOrLossesAmt
End Year Balance$236,501EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$251,739BeginningYearBalanceAmt
Investment Earnings Or Losses$27,848InvestmentEarningsOrLossesAmt
End Year Balance$279,587EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$233,452BeginningYearBalanceAmt
Investment Earnings Or Losses$20,400InvestmentEarningsOrLossesAmt
Administrative Expenses$2,113AdministrativeExpensesAmt
End Year Balance$251,739EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$200,375BeginningYearBalanceAmt
Investment Earnings Or Losses$35,321InvestmentEarningsOrLossesAmt
Administrative Expenses$2,244AdministrativeExpensesAmt
End Year Balance$233,452EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$70,953OtherCostOrOtherBasisAmt
Book Value$70,953BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,038,821OtherCostOrOtherBasisAmt
Depreciation$551,573DepreciationAmt
Book Value$487,248BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,415OtherCostOrOtherBasisAmt
Depreciation$3,415DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$558,201TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATIONDesc
Book Value$260,494BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$260,494TotalBookValueOtherAssetsAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE ORGANIZATION HAS A COLLECTION OF PAINTINGS, FURNISHINGS, AND SIMILAR ITEMS FROM THE 19TH CENTURY THAT ARE ON DISPLAY IN THE HEARTHSTONE. IT IS THE POLICY OF THE ORGANIZATION THAT PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS ARE TO BE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS. THE ORGANIZATION DOES NOT CAPITALIZE ITS COLLECTION ITEMS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT RESTRICTIONS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN NET ASSETS WITH RESTRICTIONS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF REVENUES, EXPENSES, AND OTHER CHANGES IN NET ASSETS-CASH BASIS. PROCEEDS FROM SALES OR INSURANCE RECOVERIES ARE REFLECTED ON THE STATEMENT OF REVENUES, EXPENSES, AND OTHER CHANGES IN NET ASSETS-CASH BASIS BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS.
PART III, LINE 4:THE MUSEUM HOUSES HISTORICAL FURNITURE, BOOKS, AND ARTIFACTS PERTAINING TO THE LATE 19TH CENTURY. IT ALSO HOUSES A COLLECTION OF ELECTRICAL ARTIFACTS THAT HELP TELL THE STORY OF EARLY ELECTRICITY IN AMERICA.
PART V, LINE 4:THE ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE A PERMANENT SOURCE OF SUPPORT FOR THE MUSEUM.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS BEFORE THE FORM 990 WAS FILED. THE BOARD PRESIDENT REVIEWED THE FORM 990, BEFORE SIGNING AND FILING THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS AND OFFICERS ANNUALLY SIGN AN AGREEMENT TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST AND MUST DISCLOSE THE EXISTENCE OF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST. THE EXECUTIVE DIRECTOR REVIEWS AND EVALUATES ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE. ANY BOARD MEMBER OR OFFICER WITH A CONFLICT OF INTEREST MAY NOT VOTE ON MATTERS CONCERNING THAT INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE MUSEUM MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:RETURN ON BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 23,993.

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationTHIS TAX RETURN WAS NOT FILED IN A TIMELY MANNER FOR THE FOLLOWING REASON: INCAPACITY OF THE TREASURER - THE TREASURER, WHO WAS THE CUSTODIAN OF ALL FILES AND WHO ORGANIZED THE MUSEUM'S BOOKS ON ACCOUNTING SOFTWARE LOCATED ON AN EXTERNAL HARD DRIVE IN HIS HOME, BECAME INCREASINGLY ILL OVER THE COURSE OF 2024. IT IS THIS WRITER'S UNDERSTANDING THAT, IN MANY WAYS, THE TREASURER WAS NOT HONEST WITH HIMSELF NOR WITH THE BOARD REGARDING HOW ILL HE WAS. HE DID NOT SEEK TREATMENT. HIS CONDITION BECAME INCREASINGLY WORSE. HE APPARENTLY HAD ALL THE BEST INTENTIONS THAT HE WOULD FULFILL HIS DUTIES AS TREASURER JUST LIKE HE HAD DONE FOR THE PAST FIFTEEN YEARS. HOWEVER, IN THE FALL OF LAST YEAR HIS HEALTH BEGAN TO FAIL FAST. HE TRIED TO GET SOME NEEDED REPORTS OUT TO GRANTORS REQUESTING INFORMATION. HE THEN LAPSED INTO INCAPACITY, BECAME UNRESPONSIVE, AND WAS HOSPITALIZED. HE MISSED THE DEADLINE FOR THE FILING. UNAWARE OF THE TREASURER'S FAILING HEALTH, THE ACCOUNTANTS REPEATEDLY ASKED HIM, BY EMAIL, FOR INFORMATION REQUIRED FOR THE FILING. THESE WENT, OF COURSE, UNANSWERED. IT WAS ONLY WHEN THE ACCOUNTANTS REACHED OUT TO OTHERS ON THE BOARD AND TO THE EXECUTIVE DIRECTOR IN THE MIDDLE OF MARCH OF THIS YEAR THAT THE FULL EXTENT OF THE PROBLEM WAS REALIZED. AFTER REPEATED EFFORTS, THE TREASURER'S SON DID AN ADMIRABLE JOB FINDING THE EXTERNAL HARD DRIVE IN THE TREASURER'S HOME. THIS WAS THEN ANALYZED BY THE MUSEUM'S IT PERSON AND, AFTER CONSIDERABLE EFFORT, THE ACCOUNTING WAS FINALLY ACCESSED. THIS FORM 990 AND RELATED SCHEDULES WERE THEN PREPARED IN 96 HOURS TO MEET STATE DEADLINES. WITH THE ABOVE IN MIND, THE BOARD AND STAFF OF FRIENDS OF HEARTHSTONE, INC. ASKS THAT THE LATE FILING PENALTIES BE WAIVED. THIS IS THE FIRST TIME, AT LEAST IN THE WRITER'S KNOWLEDGE, THAT IN THE INSTITUTION'S 39 YEAR HISTORY THAT THE 990 FILING WAS NOT DONE IN A TIMELY MANNER. ANY CONSIDERATION WOULD BE DEEPLY APPRECIATED. THE MUSEUM NOW HAS SAFEGUARDS IN PLACE (CLOUD-BASED ACCOUNTING, MULTIPLE STAFF AND BOARD MEMBERS WITH ACCESS TO ALL RECORDS, ETC.) TO ENSURE THAT THE PROBLEMS EXPERIENCED WITH THIS FILING WILL NEVER BE REPEATED.ExplanationTxt

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