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SAG HARBOR HISTORICAL SOCIETY: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SAG HARBOR HISTORICAL SOCIETY (EIN 11-2781291)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202421359349203952
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T12:35:34-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113461756PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GNFERRARIS CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1168 - 108 MAIN STREETAddressLine1Txt
CitySAG HARBORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11963ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN112781291EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SAG HARBOR HISTORICAL MUSEUMBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSAGHBusinessNameControlTxt
Phone6317255092PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 784AddressLine1Txt
CitySAG HARBORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11963ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY FRENCH ACHENBACHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6317255092PhoneNum
Signature2024-05-13SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNANCYPersonFirstNm
Person LastACHENBACHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY FERRARISPreparerPersonNm
PTINP00064646PTIN
Phone6317250145PhoneNum
Preparation2024-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$126,618GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$60,261ContributionsGiftsGrantsEtcAmt
Investment Income$6,020InvestmentIncomeAmt
Fundraising Gross Income$59,708FundraisingGrossIncomeAmt
Special Events Net Income Loss$59,708SpecialEventsNetIncomeLossAmt
Other Revenue Total$629OtherRevenueTotalAmt
Total Revenue$126,618TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$24,701FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$21,991OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$807PrintingPublicationsPostageAmt
Other Expenses Total$76,284OtherExpensesTotalAmt
Total Expenses$123,783TotalExpensesAmt
Excess Or Deficit For Year$2,835ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$155,331NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$6,000OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$164,166NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$79,970BOYAmt
EOY$88,754EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$75,361BOYAmt
EOY$75,426EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$155,331BOYAmt
EOY$164,180EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$14EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$155,331BOYAmt
EOY$164,166EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTHE PROMOTION OF LOCAL HISTORY FOR THE VILLAGE OF SAG HARBOR, NEW YORK.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE PROMOTION OF LOCAL HISTORY FOR THE VILLAGE OF SAG HARBOR, NEW YORK.DescriptionProgramSrvcAccomTxt
Program Service Expenses$96,007ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$96,007TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DEANNA LATTANZIO
SECRETARY5.00$0
NANCY FRENCH ACHENBACH
PRESIDENT5.00$0
CHRIS COBB
TREASURER5.00$0
JACKIE PEU-DUVALLON
TRUSTEE2.00$0
CRAIG RHODES
TRUSTEE2.00$0
CHRISTINE ROTH
TRUSTEE2.00$0
RENEE V H SIMONS
TRUSTEE2.00$0
ZACHARY STUDENROTH
VICE PRESIDE5.00$0
SCOTT TUCKER
TRUSTEE2.00$0
BRYAN BOYHAN
TRUSTEE2.00$0
CATHLEEN CIVALE
TRUSTEE2.00$0
ANGELA INZERILLO
TRUSTEE2.00$0
SILAS MARDER
TRUSTEE000.00$0
DONNAMARIE BARNES
TRUSTEE000.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAG HARBOR HISTORICAL SOCIETYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1709AddressLine1Txt
CitySAG HARBORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11963ZIPCd
FieldValueIRS element (for citing)
Phone6317254496PhoneNum
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
Filed Schedule AYes (true)FiledScheduleAInd

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$6,792CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,413CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,638CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,551CurrentTaxYearMinus1YearAmt
Current Tax Year$60,261CurrentTaxYearAmt
Total$273,655TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59,856CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,551CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,549CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,119CurrentTaxYearMinus1YearAmt
Current Tax Year$66,357CurrentTaxYearAmt
Total$137,432TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,648CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,964CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,187CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,670CurrentTaxYearMinus1YearAmt
Current Tax Year$126,618CurrentTaxYearAmt
Total$411,087TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$411,087PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$193CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$315CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27CurrentTaxYearMinus1YearAmt
Total$549TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$193CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$315CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27CurrentTaxYearMinus1YearAmt
Total$549TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72,279CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,201CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,697CurrentTaxYearMinus1YearAmt
Current Tax Year$126,618CurrentTaxYearAmt
Total$411,636TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99870PublicSupportCY509Pct
Public Support PY5090.99780PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL GALAEvent1Nm
Gross Receipts Event1$59,708GrossReceiptsEvent1Amt
Gross Revenue Event1$59,708GrossRevenueEvent1Amt
Gross Receipts Total$59,708GrossReceiptsTotalAmt
Gross Revenue Total Events$59,708GrossRevenueTotalEventsAmt
Net Income Summary$59,708NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8RESEARCH FEES 400 OTHER 229 TOTAL 629
FORM 990-EZ, PART I, LINE 16BOOK SALES COST OF GOODS SOLD 9,201 ANNUAL GALA GALA EXPENSES 23,243 EXPENSES OFFICE EXPENSE 1,379 INSURANCE 8,154 PROGRAM EXPENSES 17,640 DUES 3,867 TELEPHONE 2,503 CLEANING 2,010 PAYPAL & SQUARE FEES 1,223 WEBSITE MAINTENANCE 1,000 MISCELLANEOUS 720 SCHOLARSHIP 500 BANK CHARGES 274 FEE 141 NON-INVESTMENT DEPRECIATION 4,429 TOTAL 76,284
FORM 990-EZ, PART I, LINE 20INVENTORY VALUATION ADJUST 6,000
FORM 990-EZ, PART II, LINE 24INVENTORIES FOR SALE OR USE 6,080 12,079 96,692 96,692 LESS ACCUMULATED DEPRECIATION 28,916 33,345 WEBSITE 12,900 12,900 LESS ACCUMULATED AMORTIZATION 11,395 12,900 LAWN AND DRAINAGE PROJECT 0 0 BUILDING IMPROVEMENTS 0 0 TOTAL 75,361 75,426
FORM 990-EZ, PART II, LINE 26OTHER 0 14

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationINFORMATION REGARDING PERSONAL BENEFIT CONTRACTS : THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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