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ROSELLE HISTORICAL FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROSELLE HISTORICAL FOUNDATION (EIN 36-3545680)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202441369349202359
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)
Return2024-05-15T05:38:57-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352481567PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Oak Financial IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 North Martingale Suite 400AddressLine1Txt
CitySchaumburgCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363545680EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSELLE HISTORICAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROSEBusinessNameControlTxt
Phone6303515300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 E ELM STREETAddressLine1Txt
CityROSELLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60172ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFF ENGELPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFPersonFirstNm
Person LastENGELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRonald M EckertPreparerPersonNm
PTINP00036317PTIN
Phone6307807930PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Group Exemption0000GroupExemptionNum
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresswww.roselle.il.us/historical_Foundation.htmlWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$135,145GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$385ContributionsGiftsGrantsEtcAmt
Membership Dues$10,155MembershipDuesAmt
Investment Income$6,511InvestmentIncomeAmt
Sale Of Assets Gross$110,966SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$119,065CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$8,099GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$7,128FundraisingGrossIncomeAmt
Special Events Direct Expenses$1,171SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$5,957SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$14,909TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$34,838FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$1,125PrintingPublicationsPostageAmt
Other Expenses Total$11,421OtherExpensesTotalAmt
Total Expenses$47,384TotalExpensesAmt
Excess Or Deficit For Year-$32,475ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$205,370NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$27,444OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$200,339NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$205,370BOYAmt
EOY$200,339EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$205,370BOYAmt
EOY$200,339EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$205,370BOYAmt
EOY$200,339EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeOUR MISSION IS TO MAINTAIN AND ENHANCE A HISTORICALLY ACCURATE MUSEUM WITH PRIMARY FOCUS ON ROSELLE AND SURROUNDING AREAS. TO COLLECT LOCAL ARTIFACTS OF YESTERDAY AND TODAY THAT WILL BE OUR VILLAGE HISTORY AND PRIDE TOMORROW. TO PROVIDE A DYNAMIC HISTORICAL AND EDUCATIONAL RESOURCE FOR OUR RESIDENTS AND VISITORS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTO MAINTAIN AND ENHANCE HISTORICALLY ACCRUATE MUSEUM WITH PRIMARY FOCUS ON ROSELLE AND SURROUNDINGS AREAS. TO COLLECT LOCAL ARTIFACTS OF YESTERDAY AND TODAY THAT WILL BE OUR VILLAGE HISTORY AND PRIDE TOMORROW. TO PROVIDE A HISTORICAL AND EDUCATIONAL RESOURCE FOR RESIDENTS AND VISITORS.DescriptionProgramSrvcAccomTxt
Program Service Expenses$30,852ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$30,852TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JEFF ENGEL
Treasurer10.00$0
RAY HITZEMAN
President10.00$0
JOHN BINNEBOESE
Director5.00$0
JOAN BEAUPREZ
Director5.00$0
LEE BEAUPREZ
Director5.00$0
WALTER LOTZ
Director5.00$0
TIM GRASSO
Director5.00$0
GLENN SPACHMAN
Vice President10.00$0
WALTER BRIENAS
Secretary5.00$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
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJEFF ENGELPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 E ELM STREETAddressLine1Txt
CityROSELLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60172ZIPCd
FieldValueIRS element (for citing)
Phone6302351289PhoneNum
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$26,727CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,270CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$278,041CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,370CurrentTaxYearMinus1YearAmt
Current Tax Year$10,540CurrentTaxYearAmt
Total$355,948TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,426CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,294CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,838CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,134CurrentTaxYearMinus1YearAmt
Current Tax Year$7,128CurrentTaxYearAmt
Total$25,820TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,153CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$281,879CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,504CurrentTaxYearMinus1YearAmt
Current Tax Year$17,668CurrentTaxYearAmt
Total$381,768TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$381,768PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$461CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$192CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$1,552CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$28,489CurrentTaxYearMinus1YearAmt
Current Tax Year$25,856CurrentTaxYearAmt
Total-$3,532TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$461CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$192CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$1,552CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$28,489CurrentTaxYearMinus1YearAmt
Current Tax Year$25,856CurrentTaxYearAmt
Total-$3,532TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,614CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,756CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$280,327CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$14,985CurrentTaxYearMinus1YearAmt
Current Tax Year$43,524CurrentTaxYearAmt
Total$378,236TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1002Office Expenses $1456
Other Expenses.1IRS Penalty $3451
Other Expenses.2INVESTMENT FEES $1746
Other Expenses.3repairs & maintenance $1467
Other Expenses.4telephone $1337
Other Expenses.5computer & internet $935
Other Expenses.7insurance $578
Other Expenses.9special events $214
Other Expenses.10bank fees $145
Other Expenses.11subscriptions $92

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