THE HAMMOND MUSEUM INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE HAMMOND MUSEUM INC (EIN 04-2104270)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443199349103549
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T12:59:39-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832002817 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harvey & Martin PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 High St Suite 210 | AddressLine1Txt |
| City | North Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104270 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAMMOND MUSEUM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAMM | BusinessNameControlTxt |
| Phone | 9782832080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 HESPERUS AVENUE | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A HARVEY JR | PersonNm |
| Person Title | TREASURER/ DIR | PersonTitleTxt |
| Signature | 2024-11-14 | 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 | JODI ANN ANSELMO | PreparerPersonNm |
| PTIN | P01206110 | PTIN |
| Phone | 9786887701 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,886,503 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $232,999 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $741 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $741 | InterestOnSavNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $164,086 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $69,536 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $94,550 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $94,550 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,878,469 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $639,140 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,067,731 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,206,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $639,881 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,162,281 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $194,502 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $41,623 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $49,015 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $103,864 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $694,738 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $148,674 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $175,074 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $370,990 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $63,590 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,394 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $15,071 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $40,125 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,615 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,615 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $35,280 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $350 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $350 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $10,293 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $721 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $8,749 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $823 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $84,609 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,941 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $19,950 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $42,274 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $36,470 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $36,470 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $82,699 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,451 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $69,219 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,029 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $524,452 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,403 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $360,812 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $138,237 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,731,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $248,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $734,360 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $743,587 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,731,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $248,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $734,360 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $743,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $475,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $391,674 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $427,921 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $328,990 | CashBOYAmt |
| Cash EOY | $393,030 | CashEOYAmt |
| Cash EOYFMV | $393,030 | CashEOYFMVAmt |
| Acct Rcvbl | $8,593 | AcctRcvblAmt |
| Acct Rcvbl BOY | $13,154 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,593 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,593 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $16,218 | InventoriesBOYAmt |
| Inventories EOY | $27,690 | InventoriesEOYAmt |
| Inventories EOYFMV | $27,690 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $41,897 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,400 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,400 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,663,074 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $231,284 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,956,549 | LandBOYAmt |
| Land EOY | $2,431,790 | LandEOYAmt |
| Land EOYFMV | $2,431,790 | LandEOYFMVAmt |
| Total Assets BOY | $2,356,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,886,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,886,503 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $41,785 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $29,771 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $52,085 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $135,066 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $242 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $538 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $94,112 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $165,375 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,323,288 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,781,720 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $939,408 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $939,408 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,262,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,721,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,356,808 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,886,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,262,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $475,161 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,737,857 | SubtotalAmt |
| Other Decreases | $16,729 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,721,128 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,444 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,444 | SubtotalAmt |
| Tax Based On Investment Income | $5,444 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $317 | EsPenaltyAmt |
| Tax Due | $5,761 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HAMMONDCASTLE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD HARVEY JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9782832080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 HESPERUS AVENUE | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| CRAIG LENTZ | |||||||
| 511 BOXWOOD LANE | NEW SMYRNA BEACH | FL | 23168 | PRESIDENT/ DIR | 5.00 | $0 | |
| RICHARD A HARVEY JR | |||||||
| 22 JUNCTION LANE | SOUTH HAMILTON | MA | 01982 | TREASURER/ DIR | 5.00 | $0 | |
| PETER B KENNETT | |||||||
| 78 FOREST ST | SOUTH HAMITLON | MA | 01982 | VP/DIRECTOR | 5.00 | $0 | |
| JOHN PETTIBONE | |||||||
| 509 WASHINGTON ST | GLOUCESTER | MA | 01930 | CLERK | 1.00 | $4,059 | $1,587 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| LINDA HARVEY | |||||||
| 22 JUNCTION LANE | SOUTH HAMILTON | MA | 01982 | EXECUTIVE DIRECTOR | 40.00 | $194,502 | $1,587 |
| DEBORAH L NYPAVER | |||||||
| 11 OVERLOOK AVENUE | GLOUCESTER | MA | 01930 | MANAGING DIRECTOR | 40.00 | $65,223 | |
| ALAN R WATSON | |||||||
| 20 MOODY STREET | BYFIELD | MA | 01922 | FACILITES MGR | 40.00 | $75,063 | $26,226 |
| JAMES CRAIG | |||||||
| 75 EASTERN POINT BLVD | GLOUCESTER | MA | 01930 | SPECIAL EVENTS MGR | 40.00 | $59,982 | |
| MARY GOLDBERG | |||||||
| 618 SOUTH LAKESHORE DRIVE | CARMEL | NY | 10512 | MARKETING DIRECTOR | 40.00 | $65,354 | |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| A&R CONSTRUCTION INC | |||||
| 50 GROVE STREET UNIT 225 | SALEM | MA | 01970 | IMPROVEMENTS | $324,570 |
| JC CANNISTRARO LLC | |||||
| 1043 TURNPIKE STREET | STOUGHTON | MA | 02072 | FIRE & SPRINKLER SYSTEM | $116,612 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TOURS OF THE MUSEUM AND PROMOTION OF INTEREST IN MEDIEVAL CASTLES AND HISTORY INCLUDING ART AND ARTCHITECTURE. | Description1Txt |
| Expenses1 | $1,441,477 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BELL TOWER ARCH, CHIMNEY & RETAINING WALL IMPROVEMENTS | Description1Txt |
| Expenses1 | $330,963 | Expenses1Amt |
| Description2 | FIRE ALARM & SPRINKLER UPGRADES | Description2Txt |
| Expenses2 | $119,056 | Expenses2Amt |
| Total | $450,019 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $360,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $360,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $360,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $355,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,771 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,771 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,444 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,444 | TotalTaxAmt |
| Distributable Before Adj | $12,327 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,327 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,327 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $743,587 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $450,019 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,193,606 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,327 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $181,824 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $316,545 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $327,904 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $830,802 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $814,028 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,471,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,193,606 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,327 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,181,279 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,652,382 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $181,824 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,470,558 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $316,545 | ExcessFromYear4Amt |
| Excess From Year3 | $327,904 | ExcessFromYear3Amt |
| Excess From Year2 | $830,802 | ExcessFromYear2Amt |
| Excess From Year1 | $814,028 | ExcessFromYear1Amt |
| Excess From Current Year | $1,181,279 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMISSIONS & TOURS | Desc |
| Related Or Exempt Function Incm | $939,666 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $741 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $17,495 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $94,550 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| ERTC | $171,598 | ||
| RENTAL-CHARITABLE ACTIVITY PROPERTY | 16 | $621,645 | |
| SPECIAL EVENTS | $128,065 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $639,881 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,333,879 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,973,760 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A&11B | TOURS & EVENTS AT THE MUSEUM CARRY OUT THE MISSION OF PUBLIC EXHIBITION OF WORKS OF ART, ARCHITECTURE AND SPECIMANS OF ANTIQUARIAN VALUE TO ENCOURAGE AND PROMOTE BETTER EDUCATION IN FINE ARTS |
| 10 | GIFT SHOP SALES PROMOTE INTERST AND EDUCATION IN THE FINE ARTS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CITY OF GLOUCESTER- CPA | ||||||
| 1 | 9 DALE AVENUE | GLOUCESTER | MA | 01930 | $104,542 | Yes (X) |
| MA CULTURAL COUNCIL | ||||||
| 2 | 10 ST JAMES AVE302 | BOSTON | MA | 02116 | $50,000 | Yes (X) |
| CITY OF GLOUCESTER -CULTURAL GRANT | ||||||
| 3 | 9 DALE AVENUE | GLOUCESTER | MA | 01930 | $5,457 | Yes (X) |
| LINZEE COOLIDGE | ||||||
| 4 | 10 MILES RIVER DRIVE | S HAMILTON | MA | 01982 | $5,000 | Yes (X) |
| CREATIVE CATERING NOTH SHORE LLC | ||||||
| 5 | 58 PARK STREET | BEVERLY | MA | 01915 | $13,413 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $35,280 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35,280 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (37 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| SEPTIC - COOPER TRUCKING | 2009-07-31 | $4,000 | $1,346 | SL | 40.0000 | $100 |
| SEPTIC - COOPER TRUCKING | 2010-12-31 | $75,800 | $22,819 | SL | 40.0000 | $1,895 |
| SNOW BLOWER | 2013-12-31 | $1,149 | $1,049 | SL | 10.0000 | $100 |
| SECURITY SYSTEM | 2014-04-01 | $4,047 | $3,441 | SL | 10.0000 | $405 |
| COMPUTERS | 2018-11-07 | $2,297 | $957 | SL | 10.0000 | $230 |
| ROOF IMPROVEMENT | 2010-12-31 | $35,185 | $10,596 | SL | 40.0000 | $880 |
| ELECTRICAL IMPROVEMENT | 2011-08-31 | $19,168 | $5,450 | SL | 40.0000 | $479 |
| NEW HEATING SYSTEM | 2011-08-31 | $92,698 | $25,585 | SL | 40.0000 | $2,317 |
| CHIMNEY SURVEYING | 2014-12-31 | $3,129 | $628 | SL | 40.0000 | $78 |
| REPLACE SECTION ROOF | 2015-12-31 | $17,900 | $3,154 | SL | 40.0000 | $448 |
| ADDTL SURVEYING | 2016-03-31 | $6,015 | $1,057 | SL | 40.0000 | $150 |
| REPLACE SECTION ROOF | 2016-05-30 | $17,900 | $2,966 | SL | 40.0000 | $448 |
| ADDTL SURVEYING | 2016-03-31 | $2,820 | $480 | SL | 40.0000 | $71 |
| WORK ON CHIMNEY | 2017-07-31 | $88,303 | $12,051 | SL | 40.0000 | $2,208 |
| ROOF IMPROVEMENTS | 2018-12-20 | $15,017 | $1,516 | SL | 40.0000 | $375 |
| LUCIA LIGHTING | 2019-04-26 | $4,970 | $455 | SL | 40.0000 | $124 |
| LIGHT POSITIVE WAR ROOM | 2019-05-20 | $3,059 | $273 | SL | 40.0000 | $76 |
| RFP WOODWORKING | 2019-05-21 | $4,000 | $358 | SL | 40.0000 | $100 |
| LIGHT POSITIVE | 2019-07-30 | $621 | $54 | SL | 40.0000 | $16 |
| RPF WOODWORKING | 2019-10-10 | $5,373 | $436 | SL | 40.0000 | $134 |
| GOODICK - WAR ROOM | 2019-10-18 | $7,839 | $621 | SL | 40.0000 | $196 |
| WINDOWS | 2020-01-15 | $8,143 | $611 | SL | 40.0000 | $204 |
| ASBESTOS ABATEMENT | 2020-10-19 | $24,420 | $1,324 | SL | 40.0000 | $611 |
| ENIGINEERING | 2020-10-29 | $11,184 | $607 | SL | 40.0000 | $280 |
| LIGHTING | 2020-08-24 | $2,104 | $123 | SL | 40.0000 | $53 |
| MURAL RESTORATION | 2020-11-13 | $12,400 | $672 | SL | 40.0000 | $310 |
| 2 TELEPHONES | 2021-02-24 | $1,801 | $330 | SL | 10.0000 | $180 |
| WIRELESS ROUTERS | 2021-11-23 | $11,280 | $1,222 | SL | 10.0000 | $1,128 |
| 5 VEEVART LICENSES | 2021-12-01 | $13,700 | $1,484 | SL | 10.0000 | $1,370 |
| CLERESTORY PROJECT | 2021-12-31 | $329,091 | $8,227 | SL | 40.0000 | $8,227 |
| ARCHITECTURAL SERVICES | 2021-12-31 | $22,173 | $554 | SL | 40.0000 | $554 |
| ASBESTOS REMOVAL | 2021-12-31 | $10,095 | $252 | SL | 40.0000 | $252 |
| POOL LIGHTING | 2021-12-31 | $15,298 | $382 | SL | 40.0000 | $382 |
| MATERIALS | 2021-12-31 | $3,730 | $93 | SL | 40.0000 | $93 |
| BUILDING IMPROVEMENTS | 2021-12-31 | $3,600 | $90 | SL | 40.0000 | $90 |
| 2022 BUILDING IMPROVEMENTS | 2022-06-30 | $251,235 | $3,140 | SL | 40.0000 | $6,281 |
| 2023 BUILDING IMPROVEMENTS | 2023-06-30 | $450,019 | SL | 40.0000 | $5,625 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $2,431,790 | |||
| Furniture and Fixtures | $400 | $400 | ||
| Machinery and Equipment | $340,835 | $91,907 | $248,928 | |
| Buildings | $365,409 | $365,409 | ||
| Improvements | $1,922,062 | $138,977 | $1,783,085 | |
| Land | $34,368 | $34,368 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,615 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,615 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $135,066 | MortgageAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| BANK AND PAYROLL SERVICE CHARGES | $83,414 | $83,414 | ||
| BANK FEES-FOR CLIMATE FUND | $9,015 | $9,015 | ||
| BUILDING REPAIRS AND MAINTENANCE | $67,117 | $5,369 | $4,698 | $57,049 |
| COMPUTER & IT | $30,769 | $6,154 | $24,615 | |
| FUNDRAISING EXPENSES | $7,593 | $7,593 | ||
| INSURANCE | $81,811 | $9,245 | $6,054 | $66,512 |
| MARKETING AND ADVERTISING | $44,380 | $4,438 | $39,942 | |
| MISCELLANEOUS | $13,122 | $1,312 | $11,810 | |
| OFFICE SUPPLIES | $52,591 | $10,520 | $42,072 | |
| PROGRAM COSTS | $114,102 | $114,102 | ||
| Rental Expenses | $14,651 | $14,651 | ||
| TELEPHONE & INTERNET EXPENSES | $5,887 | $1,177 | $4,710 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADMISSIONS & TOURS | $939,666 | $939,666 | |
| ERTC | $171,598 | ||
| Other Investment Income | $17,495 | $17,495 | |
| RENTAL-CHARITABLE ACTIVITY PROPERTY | $621,645 | $621,645 | |
| SPECIAL EVENTS | $128,065 | $128,065 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SALES TAX PAYABLE | $241 | $538 |
| Rounding | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER FEES | CategoryTxt |
| Amt | $350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GIFT SHOP SALES | CategoryTxt |
| Gross Sales | $164,086 | GrossSalesAmt |
| Cost Of Goods Sold | $69,536 | CostOfGoodsSoldAmt |
| Net | $94,550 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX ON INVESTMENT FORM 990PF | $5,444 | |||
| PAYROLL | $79,165 | $16,941 | $19,950 | $42,274 |
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