BRINTON ASSOCIATION OF AMERICA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRINTON ASSOCIATION OF AMERICA INC (EIN 23-7189714)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-26
- IRS object ID
- 202411789349301531
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-26T15:08:45-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823840465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMBREIT WILECZEK & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 E BALTIMORE PIKE | AddressLine1Txt |
| City | KENNETT SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237189714 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINTON ASSOCIATION OF AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIN | BusinessNameControlTxt |
| Phone | 6103990913 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 OAKLAND RD | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19382 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCIS BRINTON JACOBS II | PersonNm |
| Person Title | PRESIDENT/SECRETARY | PersonTitleTxt |
| Phone | 6103990913 | PhoneNum |
| Signature | 2024-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANCIS | PersonFirstNm |
| Person Last | JACOBS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN A WILECZEK CPA | PreparerPersonNm |
| PTIN | P01410073 | PTIN |
| Phone | 6104443222 | PhoneNum |
| Preparation | 2024-06-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FRANCIS BRINTON JACOBS II | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 OAKLAND RD | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19382 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $104,729 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BRINTONFAMILY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE STEWARDSHIP OF THE WILLIAM BRINTON 1704 HOUSE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $36,275 | PYContributionsGrantsAmt |
| CY Contributions Grants | $72,910 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,037 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,211 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,532 | PYInvestmentIncomeAmt |
| CY Investment Income | $312 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,897 | PYOtherRevenueAmt |
| CY Other Revenue | $17,606 | CYOtherRevenueAmt |
| PY Total Revenue | $56,741 | PYTotalRevenueAmt |
| CY Total Revenue | $92,039 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,806 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,646 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,282 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $59,655 | PYOtherExpensesAmt |
| CY Other Expenses | $66,444 | CYOtherExpensesAmt |
| PY Total Expenses | $82,461 | PYTotalExpensesAmt |
| CY Total Expenses | $88,090 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$25,720 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,949 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,753,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,775,520 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,431 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,429 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,750,581 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,773,091 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PRESERVATION AND STEWARDSHIP OF THE WILLIAM BRINTON 1704 HOUSE AND HISTORIC SITE AND TO EDUCATE THE PUBLIC AND STUDENTS OF EARLY 18TH CENTURY CULTURE THROUGH INTERPRETING THIS HISTORIC SITE AND THE ACCUMULATION OF GENEALOGICAL INFORMATION PERTAINING TO THE ANCESTRY, DESCENDANTS AND PROGENY OF WILLIAM BRINTON, BORN IN 1635 AND DIED IN 1700. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $41,115 | ExpenseAmt |
| Revenue | $1,211 | RevenueAmt |
| Desc | THE PURPOSE OF THE WILLIAM BRINTON 1704 HOUSE AND HISTORIC SITE IS TO PROVIDE A MUSEUM TO EDUCATE THE PUBLIC AND STUDENTS IN EARLY 18TH CENTURY CULTURE BY SHOWING THE HOUSE AND PERIOD FURNISHINGS. | Desc |
| Total Program Service Expenses | $41,115 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCIS BRINTON JACOBS II | PersonNm |
| Phone | 6103990913 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 OAKLAND RD | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19382 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| FRANCIS BRINTON JACOBS II | ||||||
| PRESIDENT/SE | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANTHONY T VINCENT | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK A BRINTON | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERESA A COUSINS | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRADLEY B PETERSON | ||||||
| VP/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| E GARRETT BRINTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGO A BRINTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBIE GAYLE CLOUGH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD C B BRYAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA BRINTON HARRA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J CHRISTOPHER LANG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| C DAVID MURTAGH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRADLEY L ROEDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID E EACHUS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY B HENNESSEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAMON SINCLAIR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM F FORBES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT VA HARRA III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $4,990 | MembershipDuesAmt |
| All Other Contributions | $67,920 | AllOtherContributionsAmt |
| Total Contributions | $72,910 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMISSIONS | Desc |
| Total Revenue Column | $1,211 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,211 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,211 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,354 | TotalRevenueColumnAmt |
| Exclusion | $2,354 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,800 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,800 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,800 | TotalRevenueColumnAmt |
| Exclusion | $17,800 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,000 | SecuritiesAmt |
| Other | $311 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,353 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,353 | SecuritiesAmt |
| Other | $311 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,042 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,042 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $143 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $337 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$194 | TotalRevenueColumnAmt |
| Exclusion | -$194 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,039 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$831 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $19,960 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,981 | TotalAmt |
| Program Services | $4,792 | ProgramServicesAmt |
| Management And General | $7,189 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,200 | TotalAmt |
| Program Services | $2,880 | ProgramServicesAmt |
| Management And General | $4,320 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,465 | TotalAmt |
| Program Services | $986 | ProgramServicesAmt |
| Management And General | $1,479 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,450 | TotalAmt |
| Management And General | $3,450 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,523 | TotalAmt |
| Management And General | $1,523 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,894 | TotalAmt |
| Program Services | $5,558 | ProgramServicesAmt |
| Management And General | $2,336 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,412 | TotalAmt |
| Program Services | $1,924 | ProgramServicesAmt |
| Management And General | $3,206 | ManagementAndGeneralAmt |
| Fundraising | $1,282 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,705 | TotalAmt |
| Program Services | $10,282 | ProgramServicesAmt |
| Management And General | $15,423 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,683 | TotalAmt |
| Program Services | $10,683 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,025 | TotalAmt |
| Program Services | $4,010 | ProgramServicesAmt |
| Management And General | $6,015 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| DUES AND SUBSCRIPTIONS | $652 | $652 |
| TAXES AND LICENSE | $100 | $100 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,090 | TotalAmt |
| Program Services | $41,115 | ProgramServicesAmt |
| Management And General | $45,693 | ManagementAndGeneralAmt |
| Fundraising | $1,282 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,354 | BOYAmt |
| EOY | $25,812 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,038 | BOYAmt |
| EOY | $35,938 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,622,766 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $64,630 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,568,821 | BOYAmt |
| EOY | $1,558,136 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,799 | BOYAmt |
| EOY | $155,634 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,753,012 | BOYAmt |
| EOY | $1,775,520 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981 | BOYAmt |
| EOY | $979 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,450 | BOYAmt |
| EOY | $1,450 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,431 | BOYAmt |
| EOY | $2,429 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,750,581 | BOYAmt |
| EOY | $1,772,091 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,750,581 | BOYAmt |
| EOY | $1,773,091 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,753,012 | BOYAmt |
| EOY | $1,775,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,949 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,561 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,910 | CurrentTaxYearAmt |
| Total | $197,505 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,910 | CurrentTaxYearAmt |
| Total | $197,505 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,270 | SubstantialContributorsTotAmt |
| Public Support Total170 | $174,235 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,790 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,442 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,154 | CurrentTaxYearAmt |
| Total | $94,463 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $143 | CurrentTaxYearAmt |
| Total | $1,280 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $293,248 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,059 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MERCHANDISE SALES 1,137 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,622,766 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,278 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,520 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,092 | OtherExpendituresAmt |
| Administrative Expenses | $1,523 | AdministrativeExpensesAmt |
| End Year Balance | $117,183 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,363 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$12,793 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,629 | OtherExpendituresAmt |
| Administrative Expenses | $1,663 | AdministrativeExpensesAmt |
| End Year Balance | $113,278 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $169,466 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $20,172 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $53,546 | OtherExpendituresAmt |
| Administrative Expenses | $1,729 | AdministrativeExpensesAmt |
| End Year Balance | $134,363 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,332 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,262 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,302 | OtherExpendituresAmt |
| Administrative Expenses | $1,826 | AdministrativeExpensesAmt |
| End Year Balance | $169,466 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $150,740 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,196 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,683 | OtherExpendituresAmt |
| Administrative Expenses | $1,921 | AdministrativeExpensesAmt |
| End Year Balance | $164,332 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,113,532 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,657 | DepreciationAmt |
| Book Value | $1,105,875 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $509,234 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,973 | DepreciationAmt |
| Book Value | $452,261 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,558,136 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| Amt | $1,450 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,450 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART III, LINE 4 | COLLECTIONS AND RELATION TO EXEMPT PURPOSE THE ASSOCIATION HAS ANTIQUE PERIOD FURNITURE TO ENHANCE THE INTERPRETATION OF THE EARLY 18TH CENTURY. THE WILLIAM BRINTON 1704 HOUSE IS A RESTORED HISTORIC QUAKER HOME WHICH IS MAINTAINED AND OPERATED AS A MUSEUM BY THE ASSOCIATION. MANY OF THE ITEMS IN THE HOUSE ARE ORIGINAL FROM THE COLONIAL PERIOD. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ASSOCIATION USES INVESTMENT ASSETS TO PROVIDE A DEPENDABLE STREAM OF FUNDING TO SUPPORT ITS MISSION TO MAINTAIN AND INTERPRET THE HISTORIC SITES UNDER ITS CARE. THE INVESTMENT POLICY DIRECTS THE INVESTMENTS FOR MAXIMUM INCOME WHILE ASSUMING A MODERATE LEVEL OF RISK. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | PRESERVATION AND STEWARDSHIP OF THE WILLIAM BRINTON 1704 HOUSE AND HISTORIC SITE AND TO EDUCATE THE PUBLIC AND STUDENTS OF EARLY 18TH CENTURY CULTURE THROUGH INTERPRETING THIS HISTORIC SITE AND THE ACCUMULATION OF GENEALOGICAL INFORMATION PERTAINING TO THE ANCESTRY, DESCENDANTS AND PROGENY OF WILLIAM BRINTON, BORN IN 1635 AND DIED IN 1700. |
| FORM 990, PAGE 6, PART VI, LINE 2 | LINDA B. HARRA ROBERT V.A. HARRA III DIRECTOR DIRECTOR MOTHER AND SON |
| FORM 990, PAGE 6, PART VI, LINE 11B | 990 REVIEWED BY FINANCE COMMITTEE PRIOR TO FILING |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST ANNUALLY |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE COMMITTEE DETERMINES COMPENSATION BASED ON AREA STANDARDS |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |