WALTON HISTORICAL SOCIETY: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WALTON HISTORICAL SOCIETY (EIN 22-3301369)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-29
IRS object ID
202402119349200615
Schema version
2023v5.1
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)
Return2024-07-29T14:37:12ZReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861150876PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1H AND R BLOCKBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1142 DELAWARE STAddressLine1Txt
CityWALTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13856ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223301369EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WALTON HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALTBusinessNameControlTxt
Phone6078655895PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 TOWNSEND STREETAddressLine1Txt
CityWALTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13856ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE E DOLPHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6078655895PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBruce DolphPreparerPersonNm
PTINP00619282PTIN
Phone8004725625PhoneNum
Preparation2024-07-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

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$26,307GrossReceiptsAmt
Contributions Gifts Grants Etc$14,247ContributionsGiftsGrantsEtcAmt
Membership Dues$2,680MembershipDuesAmt
Investment Income$3InvestmentIncomeAmt
Fundraising Gross Income$5,125FundraisingGrossIncomeAmt
Special Events Net Income Loss$5,125SpecialEventsNetIncomeLossAmt
Other Revenue Total$4,252OtherRevenueTotalAmt
Total Revenue$26,307TotalRevenueAmt
Occupancy Rent Utlts And Maint$11,879OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$3,542PrintingPublicationsPostageAmt
Total Expenses$15,421TotalExpensesAmt
Excess Or Deficit For Year$10,886ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$113,856NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$124,742NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$13,856BOYAmt
EOY$9,985EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$100,000BOYAmt
EOY$100,000EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$113,856BOYAmt
EOY$109,985EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$113,856BOYAmt
EOY$109,985EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposePRESERVE THE HISTORY OF WALTON THROUGH PRESERVATION OF DOCUMENTS PHOTOS GENEALOGY ARTIFACTS. THE SOCIETY PUBLISHES OF LOCAL HISTORY INTERETS RELATED TO THE HISTORY OF WALTON NYPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTO BENEFIT AND PERSERVE THE HISTORY OF WALTONDescriptionProgramSrvcAccomTxt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (2 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JASON SCHWARTZ
PRESIDENT0.00$0
BRUCE E DOLPH
TREASURY0.00$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
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRUCE E DOLPHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1142 NORTH STREETAddressLine1Txt
CityWaltonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13856ZIPCd
FieldValueIRS element (for citing)
Phone6077656864PhoneNum
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

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$9,350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,469CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,368CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,063CurrentTaxYearMinus1YearAmt
Current Tax Year$16,927CurrentTaxYearAmt
Total$45,177TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,469CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,368CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,063CurrentTaxYearMinus1YearAmt
Current Tax Year$16,927CurrentTaxYearAmt
Total$45,177TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$45,177PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8CurrentTaxYearMinus1YearAmt
Current Tax Year$3CurrentTaxYearAmt
Total$44TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8CurrentTaxYearMinus1YearAmt
Current Tax Year$3CurrentTaxYearAmt
Total$44TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,362CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,479CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,379CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,071CurrentTaxYearMinus1YearAmt
Current Tax Year$16,930CurrentTaxYearAmt
Total$45,221TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99900PublicSupportCY509Pct
Investment Income CY0.00100InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceINFORMATION ENCLOSEDFormAndLineReferenceDesc
ExplanationBALANCE SHEETExplanationTxt

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