SOUTH HADLEY HISTORICAL INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SOUTH HADLEY HISTORICAL INC (EIN 52-2084289)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-23
IRS object ID: 202401439349201045
Schema version: 2023v5.0
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-EZ
Schedule A
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-23T00:30:03Z	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt
Return Type	990EZ	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	522084289	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTH HADLEY HISTORICAL INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	4134788526	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	25 BRAINERD ST	AddressLine1Txt
City	SOUTH HADLEY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Thomas Terry	PersonNm
Person Title	0	PersonTitleTxt
Phone	4134788526	PhoneNum
Signature	2024-05-23	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Thomas	PersonFirstNm
Person Last	Terry	PersonLastNm

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$101,831	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$91,031	ContributionsGiftsGrantsEtcAmt
Program Service Revenue	$0	ProgramServiceRevenueAmt
Membership Dues	$0	MembershipDuesAmt
Investment Income	$0	InvestmentIncomeAmt
Sale Of Assets Gross	$0	SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale	$0	CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets	$0	GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income	$0	GamingGrossIncomeAmt
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Special Events Direct Expenses	$0	SpecialEventsDirectExpensesAmt
Special Events Net Income Loss	$0	SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry	$0	GrossProfitLossSlsOfInvntryAmt
Other Revenue Total	$10,800	OtherRevenueTotalAmt
Total Revenue	$101,831	TotalRevenueAmt
Grants And Similar Amounts Paid	$0	GrantsAndSimilarAmountsPaidAmt
Benefits Paid To Or For Members	$0	BenefitsPaidToOrForMembersAmt
Salaries Other Comp Empl Bnft	$14,413	SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct	$0	FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint	$38,359	OccupancyRentUtltsAndMaintAmt
Printing Publications Postage	$2,197	PrintingPublicationsPostageAmt
Other Expenses Total	$1,583	OtherExpensesTotalAmt
Total Expenses	$56,552	TotalExpensesAmt
Excess Or Deficit For Year	$45,279	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$489,657	NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets	-$50,000	OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY	$484,936	NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$289,657	BOYAmt
EOY	$334,936	EOYAmt

Land And Buildings LandAndBuildingsGrp

Field	Value	IRS element (for citing)
BOY	$200,000	BOYAmt
EOY	$150,000	EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

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

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$489,657	BOYAmt
EOY	$484,936	EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$489,657	BOYAmt
EOY	$484,936	EOYAmt

Field	Value	IRS element (for citing)
Primary Exempt Purpose	PRESERVE THE HISTORY OF SOUTH HADLEY	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt	Program Service ExpensesProgramServiceExpensesAmt
HISTORICAL PRESERVATION AND PROMOTION OF THE TOWN OF SOUTH HADLEY MA THROUGH EDUCATIONAL LECTURES ARCHIVING AND OPERATION OF A TOWN HISTORY MUSEUM	$1,460
RECONSTRUCTION HISTORICAL REHABILITATION AND OPERATION OF 230 YEAR OLD HISTORICAL HOUSE	$54,592
PROVIDE COLLEGE SCHOLARSHIP TO A HISTORY MAJOR	$500

Field	Value	IRS element (for citing)
Total Program Service Expenses	$56,552	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Mark Larrow
President Treasurer Director	5.00	$0	$0	$0
Diane LaRoche
VICE PRESIDENT AND DIRECTOR	2.00	$0	$0	$0
ANN ROOT
CLERK AND DIRECTOR	2.00	$0	$0	$0
Philip Laroche
Director	1.00	$0	$0	$0
Pauline Casey
DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt	false	ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI	false	OrganizationHadUBIInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Form1120 Pol Filed	false	Form1120PolFiledInd
Made Loans To From Officers	false	MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911	$0	TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912	$0	TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955	$0	TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr	$0	TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization	$0	TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	MARK LARROW	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	52 NORTH MAIN STREET	AddressLine1Txt
City	South Hadley	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

Field	Value	IRS element (for citing)
Phone	4134788526	PhoneNum

Field	Value	IRS element (for citing)
Foreign Financial Account	false	ForeignFinancialAccountInd
Foreign Office	false	ForeignOfficeInd
Donor Advised Fnds	false	DonorAdvisedFndsInd
Operate Hospital	false	OperateHospitalInd
Tanning Services Provided	false	TanningServicesProvidedInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
School Operating	false	SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd Empl	NONE	PartVIOfCompOfHghstPdEmplTxt
Other Employee Paid Over100k	0	OtherEmployeePaidOver100kCnt
Part VI Hghst Pd Cntrct Prof Srvc	NONE	PartVIHghstPdCntrctProfSrvcTxt
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Filed Schedule A	Yes (true)	FiledScheduleAInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind
Supported Organizations	0	SupportedOrganizationsCnt
Gifts Grants Contri Rcvd170		GiftsGrantsContriRcvd170Grp
Tax Rev Levied Orgnztnl Bnft170		TaxRevLeviedOrgnztnlBnft170Grp
Govt Furn Srvc Fclts Vl170		GovtFurnSrvcFcltsVl170Grp
Total Calendar Year170		TotalCalendarYear170Grp
Gross Investment Income170		GrossInvestmentIncome170Grp
Unrelated Business Net Incm170		UnrelatedBusinessNetIncm170Grp
Other Income170		OtherIncome170Grp
Public Support CY170	0	PublicSupportCY170Pct
Public Support PY170	0	PublicSupportPY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,415	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$48,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$119,133	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$110,614	CurrentTaxYearMinus1YearAmt
Current Tax Year	$91,031	CurrentTaxYearAmt
Total	$406,193	TotalAmt

Field	Value	IRS element (for citing)
Gross Receipts Admissions		GrossReceiptsAdmissionsGrp
Gross Receipts Non Unrlt Bus		GrossReceiptsNonUnrltBusGrp
Tax Rev Levied Orgnztnl Bnft509		TaxRevLeviedOrgnztnlBnft509Grp
Govt Furn Srvc Fclts Vl509		GovtFurnSrvcFcltsVl509Grp

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,415	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$48,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$119,133	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$110,614	CurrentTaxYearMinus1YearAmt
Current Tax Year	$91,031	CurrentTaxYearAmt
Total	$406,193	TotalAmt

Field	Value	IRS element (for citing)
Amounts Rcvd Dsqlfy Person		AmountsRcvdDsqlfyPersonGrp
Substantial Contributors Amt		SubstantialContributorsAmtGrp
Subst And Dsqlfy Prsns Tot		SubstAndDsqlfyPrsnsTotGrp
Public Support Total509	$406,193	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$172	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$90	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$235	CurrentTaxYearMinus1YearAmt
Total	$497	TotalAmt

Field	Value	IRS element (for citing)
Post1975 UBTI		Post1975UBTIGrp

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$172	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$90	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$235	CurrentTaxYearMinus1YearAmt
Total	$497	TotalAmt

Field	Value	IRS element (for citing)
Net Income From Other UBI		NetIncomeFromOtherUBIGrp

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$10,800	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,800	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,800	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,800	CurrentTaxYearAmt
Total	$43,200	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,587	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$58,890	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$129,933	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$121,649	CurrentTaxYearMinus1YearAmt
Current Tax Year	$101,831	CurrentTaxYearAmt
Total	$449,890	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.9	PublicSupportCY509Pct
Public Support PY509	0.91	PublicSupportPY509Pct
Investment Income CY	0.001	InvestmentIncomeCYPct
Investment Income PY	0.002	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind
Form990 Sch A Type3 Func Int		Form990SchAType3FuncIntGrp

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Part III-B, line 12	FormAndLineReferenceDesc
Explanation	RENTAL INCOME	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule O:	FormAndLineReferenceDesc
Explanation	PART 1, LINE 8 RENTAL INCOME 10800 PART 1, LINE 16 OTHER EXPENSES : PROGRAM COSTS $1,083 SCHOLARSHIP $500 PART 1, LINE 20 MARKET VALUE ADJUSTMENT	ExplanationTxt

SOUTH HADLEY HISTORICAL INC: Form 990EZ, tax year 2023

Return header ReturnHeader

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Form 990-EZ IRS990EZ

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Land And Buildings LandAndBuildingsGrp

Other Assets Total Detail OtherAssetsTotalDetail

Form990 Total Assets Form990TotalAssetsGrp

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

Books In Care Of Detail BooksInCareOfDetail

US Address USAddress

Schedule A IRS990ScheduleA

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Total509 Total509Grp

Gross Investment Income509 GrossInvestmentIncome509Grp

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Other Income509 OtherIncome509Grp

Total Support Calendar Year TotalSupportCalendarYearGrp

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

Comments