LOMAS & SAUM FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LOMAS & SAUM FOUNDATION (EIN 85-3879534)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202413179349203636
- 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 | 2024-11-12T16:33:21-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453819215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFENSPERGER MARTIN & FINKENBINER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 W MIDDLE ST STE 1 | AddressLine1Txt |
| City | GETTYSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17325 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853879534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOMAS & SAUM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOMA | BusinessNameControlTxt |
| Phone | 7173608805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 STEINWEHR AVE - SECOND FLOOR | AddressLine1Txt |
| City | GETTYSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17325 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SAUM WICKLEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7173609406 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A FINKENBINER JR CPA | PreparerPersonNm |
| PTIN | P01310915 | PTIN |
| Phone | 7173371414 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.LOMASCENTER.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $122,937 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $99,865 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $23,072 | ProgramServiceRevenueAmt |
| Total Revenue | $122,937 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $3,120 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $6,997 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $124,579 | OtherExpensesTotalAmt |
| Total Expenses | $134,696 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$11,759 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $257,691 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $245,932 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $832 | BOYAmt |
| EOY | $90 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,500 | BOYAmt |
| EOY | $46,500 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,314 | BOYAmt |
| EOY | $413,762 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,646 | BOYAmt |
| EOY | $460,352 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,955 | BOYAmt |
| EOY | $214,420 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,691 | BOYAmt |
| EOY | $245,932 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE LOMAS & SAUM FOUNDATION IS A NON-PROFIT FOUNDATION THAT PRESERVES, CONSERVES, AND PROVIDES THE PUBLIC ACCESS TO SEE HISTORICAL ANTIQUE MUSKET & ARTILLERY SHELL COLLECTIONS. IT PROVIDES A SPACE THAT ENCOURAGES LEARNING AND EXPLORATION OF UNITED STATES HISTORY FOR VISITORS OF ALL AGES THROUGH INTERACTIVE AND HANDS ON SMALL GROUP LEARNING EXPERIENCES THROUGH THE SCOPE OF THE BATTLE OF GETTYSBURG, THE AMERICAN CIVIL WAR, AND THE ROLE OF GETTYSBURG IN OTHER MOMENTS IN HISTORY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | OPERATES THE LOMAS LOMAS CENTER, WHICH PROVIDES LEARNING OPPORTUNITIES TO STUDENTS AND LIFELONG LEARNERS IN THE COMMUNITY TO EXPLORE AND DEVELOP PERSONAL MEANING FROM HISTORY. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $94,342 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $94,342 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SUSAN SAUM WICKLEIN | ||
| PRESIDENT | 10.00 | $0 |
| GEORGE MARGUGLIO | ||
| TREASURER | 2.00 | $0 |
| PATRICK FALCI | ||
| BOARD MEMBER | 1.00 | $0 |
| ROBERDEAU WHEAT | ||
| BOARD MEMBER | 1.00 | $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 |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SAUM WICKLEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 248 SOUTH HOWARD AVE | AddressLine1Txt |
| City | GETTYSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17325 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7173608805 | 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 |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $24,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $290,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,865 | CurrentTaxYearAmt |
| Total | $500,403 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $65,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,072 | CurrentTaxYearAmt |
| Total | $101,602 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $24,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $356,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,937 | CurrentTaxYearAmt |
| Total | $602,005 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $602,005 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $24,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $356,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,937 | CurrentTaxYearAmt |
| Total | $602,005 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING & PROMOTION 9,121 TRAVEL 1,790 INTEREST 14,107 INSURANCE 1,538 CONTRACT LABOR 48,950 MUSEUM SUPPLIES 1,396 SECURITY EXPENSE 4,385 BANK FEES 400 DUES & SUBSCRIPTIONS 195 MAILING SERVICE 87 TELEPHONE 3,007 WAGES 20,016 OFFICE 212 PAYROLL TAXES 2,118 INSURANCE 3,484 EQUIPMENT RENTAL 1,075 NON-INVESTMENT DEPRECIATION 12,698 TOTAL 124,579 |
| FORM 990-EZ, PART II, LINE 24 | 438,314 439,460 LESS ACCUMULATED DEPRECIATION 13,000 25,698 TOTAL 425,314 413,762 |
| FORM 990-EZ, PART II, LINE 26 | MORTGAGE PAYABLE 214,955 214,420 |
| FORM 990-EZ, PART III | THE LOMAS & SAUM FOUNDATION IS A NON-PROFIT FOUNDATION THAT PRESERVES, CONSERVES, AND PROVIDES THE PUBLIC ACCESS TO SEE HISTORICAL ANTIQUE MUSKET & ARTILLERY SHELL COLLECTIONS. IT PROVIDES A SPACE THAT ENCOURAGES LEARNING AND EXPLORATION OF UNITED STATES HISTORY FOR VISITORS OF ALL AGES THROUGH INTERACTIVE AND HANDS ON SMALL GROUP LEARNING EXPERIENCES THROUGH THE SCOPE OF THE BATTLE OF GETTYSBURG, THE AMERICAN CIVIL WAR, AND THE ROLE OF GETTYSBURG IN OTHER MOMENTS IN HISTORY. |
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