TALBOT HISTORICAL SOCIETY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TALBOT HISTORICAL SOCIETY INC (EIN 52-6044645)
Tax period
2024-05-01 to 2024-06-30
Filed
2024-11-14
IRS object ID
202413199349307351
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)
Return2024-11-14T09:50:02-08:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200539266PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Weaver Mavity Short Associates LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1117 Bay StreetAddressLine1Txt
CityEastonCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526044645EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TALBOT HISTORICAL SOCIETY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTALBBusinessNameControlTxt
Phone4108220773PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 S WASHINGTON STAddressLine1Txt
CityEASTONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPEGGY MOREYPersonNm
Person TitleGENERAL MANAGERPersonTitleTxt
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid L ShortPreparerPersonNm
PTINP01227509PTIN
Phone4108208400PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 S WASHINGTON STAddressLine1Txt
CityEASTONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$72,094GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.talbothistory.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionOUR MISSION IS TO PROVIDE EDUCATIONAL OPPORTUNITIES TO THE CITIZENS OF OUR COUNTY SO THEY MAY LEARN FROM THE PAST AND USE THAT KNOWLEDGE TO BUILD A FUTURE WHICH PRESERVES TALBOT COUNTY AS ONE OF THE BEST PLACES TO LIVE.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers72TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$233,049PYContributionsGrantsAmt
CY Contributions Grants$37,791CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$65,448PYInvestmentIncomeAmt
CY Investment Income$18,225CYInvestmentIncomeAmt
PY Other Revenue$42,561PYOtherRevenueAmt
CY Other Revenue$1,245CYOtherRevenueAmt
PY Total Revenue$341,058PYTotalRevenueAmt
CY Total Revenue$57,261CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$83,064PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$16,954CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,029CYTotalFundraisingExpenseAmt
PY Other Expenses$136,705PYOtherExpensesAmt
CY Other Expenses$41,825CYOtherExpensesAmt
PY Total Expenses$219,769PYTotalExpensesAmt
CY Total Expenses$58,779CYTotalExpensesAmt
PY Revenues Less Expenses$121,289PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,518CYRevenuesLessExpensesAmt
Total Assets BOY$3,117,806TotalAssetsBOYAmt
Total Assets EOY$3,153,657TotalAssetsEOYAmt
Total Liabilities BOY$62,326TotalLiabilitiesBOYAmt
Total Liabilities EOY$31,873TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,055,480NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,121,784NetAssetsOrFundBalancesEOYAmt
MissionOUR MISSION IS TO PROVIDE EDUCATIONAL OPPORTUNITIES TO THE CITIZENS OF OUR COUNTY SO THEY MAY LEARN FROM THE PAST AND USE THAT KNOWLEDGE TO BUILD A FUTURE WHICH PRESERVES TALBOT COUNTY AS ONE OF THE BEST PLACES TO LIVE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$50,754ExpenseAmt
DescTO PRESERVE, COMMUNICATE AND CELEBRATE THE RICH HERITAGE OF TALBOT COUNTY, MARYLAND BY EDUCATION OF RESIDENTS AND VISITORS.Desc
Total Program Service Expenses$50,754TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPEGGY MOREYPersonNm
Phone4108220773PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 S WASHINGTON STREETAddressLine1Txt
CityEASTONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21601ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
HUGHLETT KIRBY
Treasurer4.000.00Yes (X)Yes (X)$0$0$0
MARTY BOLLINGER
Director2.000.00Yes (X)$0$0$0
PAUL CALLAHAN
Director5.000.00Yes (X)$0$0$0
DON CASSON
Director2.000.00Yes (X)$0$0$0
GEORGE MEYER
Vice President4.000.00Yes (X)Yes (X)$0$0$0
MIKE MIELKE
Director1.000.00Yes (X)$0$0$0
LINDA EARLS
Director1.000.00Yes (X)$0$0$0
CATHERINE HILL
Director11.000.00Yes (X)$0$0$0
JEANNIE HADDAWAY-RICCIO
Director1.000.00Yes (X)$0$0$0
ROBERT SHANNAHAN
Director1.000.00Yes (X)$0$0$0
ALISON IRVIN
Secretary2.000.00Yes (X)Yes (X)$0$0$0
PATRICK ROGAN
Director2.000.00Yes (X)$0$0$0
BILL LANE
Director2.000.00Yes (X)$0$0$0
PAUL THUT
Director1.000.00Yes (X)$0$0$0
ALAN SILVERSTEIN
President3.000.00Yes (X)Yes (X)$0$0$0
PEGGY MOREY
GENERAL MANAGER20.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$3,775MembershipDuesAmt
All Other Contributions$34,016AllOtherContributionsAmt
Total Contributions$37,791TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,826TotalRevenueColumnAmt
Exclusion$8,826ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$800RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$800RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$800TotalRevenueColumnAmt
Related Or Exempt Func Income$800RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$24,232SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,833SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,399SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,399TotalRevenueColumnAmt
Exclusion$9,399ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
LECTURES$10$10
SALES OF PRINTS & ALBUMS$435$435
FieldValueIRS element (for citing)
Other Revenue Total$445OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,261TotalRevenueColumnAmt
Related Or Exempt Func Income$1,245RelatedOrExemptFuncIncomeAmt
Exclusion$18,225ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,736TotalAmt
Program Services$12,687ProgramServicesAmt
Management And General$1,665ManagementAndGeneralAmt
Fundraising$1,384FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,218TotalAmt
Program Services$982ProgramServicesAmt
Management And General$129ManagementAndGeneralAmt
Fundraising$107FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$750TotalAmt
Program Services$750ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$875TotalAmt
Management And General$875ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,725TotalAmt
Program Services$4,568ProgramServicesAmt
Management And General$157ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,052TotalAmt
Program Services$2,442ProgramServicesAmt
Management And General$610ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MAINTENANCE OF HISTORICAL PROP$10,891$10,891
EXHIBITIONS$6,976$6,976
REPAIRS AND MAINTENANCE$5,720$5,720
UTILITIES$3,761$3,009$752

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,075TotalAmt
Program Services$2,729ProgramServicesAmt
Management And General$808ManagementAndGeneralAmt
Fundraising$1,538FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$58,779TotalAmt
Program Services$50,754ProgramServicesAmt
Management And General$4,996ManagementAndGeneralAmt
Fundraising$3,029FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$120,955BOYAmt
EOY$154,964EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$299,024BOYAmt
EOY$220,467EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,944BOYAmt
EOY$2,412EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,191,662LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,377,964LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$812,124BOYAmt
EOY$813,698EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,611,774BOYAmt
EOY$1,692,054EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$270,985BOYAmt
EOY$270,062EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,117,806BOYAmt
EOY$3,153,657EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$53,267BOYAmt
EOY$17,199EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$6,500EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,059BOYAmt
EOY$8,174EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$62,326BOYAmt
EOY$31,873EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,332,334BOYAmt
EOY$2,397,385EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$723,146BOYAmt
EOY$724,399EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,055,480BOYAmt
EOY$3,121,784EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,117,806BOYAmt
EOY$3,153,657EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,518ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$70,331NetUnrlzdGainsLossesInvstAmt
Investment Expense-$2,509InvestmentExpenseAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$189,786CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,965CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$385,003CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,049CurrentTaxYearMinus1YearAmt
Current Tax Year$37,791CurrentTaxYearAmt
Total$1,019,594TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,869CurrentTaxYearMinus4YearsAmt
Total$6,869TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year$445CurrentTaxYearAmt
Total$445TotalAmt

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$196,655CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,965CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$385,003CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,049CurrentTaxYearMinus1YearAmt
Current Tax Year$38,236CurrentTaxYearAmt
Total$1,026,908TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,178CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$149,063CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,766CurrentTaxYearMinus1YearAmt
Current Tax Year$11,225CurrentTaxYearAmt
Total$268,214TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,178CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$149,063CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,766CurrentTaxYearMinus1YearAmt
Current Tax Year$11,225CurrentTaxYearAmt
Total$268,214TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$758,694PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,643CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,277CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,412CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,242CurrentTaxYearMinus1YearAmt
Current Tax Year$8,826CurrentTaxYearAmt
Total$187,400TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,643CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,277CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,412CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,242CurrentTaxYearMinus1YearAmt
Current Tax Year$8,826CurrentTaxYearAmt
Total$187,400TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$7,404CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,357CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,180CurrentTaxYearMinus1YearAmt
Current Tax Year$800CurrentTaxYearAmt
Total$32,741TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$241,298CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$223,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$438,772CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$295,471CurrentTaxYearMinus1YearAmt
Current Tax Year$47,862CurrentTaxYearAmt
Total$1,247,049TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.60840PublicSupportCY509Pct
Public Support PY5090.65440PublicSupportPY509Pct
Investment Income CY0.15030InvestmentIncomeCYPct
Investment Income PY0.11950InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSupport Schedule: Additional Supplemental InformationFormAndLineReferenceDesc
ExplanationAMOUNTS REPORTED FOR 2023 ARE FOR THE SHORT YEAR 5/1/24 - 6/30/24, DUE TO A CHANGE IN ACCOUNTING PERIOD.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$263,141AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$96,150OtherCostOrOtherBasisAmt
Book Value$96,150BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$76,850OtherCostOrOtherBasisAmt
Depreciation$77,231DepreciationAmt
Book Value-$381BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,851,644OtherCostOrOtherBasisAmt
Depreciation$1,151,804DepreciationAmt
Book Value$699,840BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$42,458OtherCostOrOtherBasisAmt
Depreciation$39,087DepreciationAmt
Book Value$3,371BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$124,560OtherCostOrOtherBasisAmt
Depreciation$109,842DepreciationAmt
Book Value$14,718BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$813,698TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
HISTORICAL TREASURES$263,141
RIGHT-OF-USE ASSET$6,921
FieldValueIRS element (for citing)
Total Book Value Other Assets$270,062TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
OPERATING LEASE LIABILITY$7,080
PAYROLL TAXES PAYABLE$744
SECURITY DEPOSIT$350
FieldValueIRS element (for citing)
Total Liability$8,174TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 4: Description of organization's collections and how it furthers its purpose.THE SOCIETY'S COLLECTIONS CONSIST OF ITEMS OF HISTORICAL SIGNIFICANCE, PHOTOS, ARCHIVAL MATERIALS AND BUILDINGS. EACH OF THE ITEMS IS CATALOGED FOR EDUCATIONAL, RESEARCH AND CURATORIAL PURPOSES.
Part V, Line 4: Intended uses of the endowment fund.EARNINGS ARE TO BE USED FOR THE OPERATIONS OF THE ORGANIZATION
Part X : FIN48 FootnoteTHE SOCIETY HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT THE SOCIETY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 8bMINUTES ARE RECORDED AT EACH BOARD MEETING AND DISTRIBUTED TO ALL MEMBERS.
Form 990, Part VI, Section B, Line 11bCOPY OF TAX RETURN PROVIDED TO TREASURER AND EXECUTIVE DIRECTOR PRIOR TO FILING.
Form 990, Part VI, Section B, Line 12cBOARD MEMBERS ARE ASKED TO REVIEW CONFLICT OF INTEREST POLICY ANNUALLY AND WHEN NEW MEMBERS ARE ADDED.
Form 990, Part VI, Section C, Line 19No documents available to the public.
Statement Note 1BY FILING THIS SHORT YEAR RETURN, TAXPAYER IS ELECTING TO CHANGE THEIR FISCAL YEAR END FROM 4/30 TO 6/30, AS PERMITTED BY REV PROC 85-58.

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