2023-01-26T14:12:18-06:00 2022-04-30 221478099 COHNREZNICK LLP 10 FORBES ROAD SUITE 200 BRAINTREE MA 02184 990 2021-05-01 042125012 FALL RIVER HISTORICAL SOCIETY FALL 5086791071 451 ROCK STREET FALL RIVER MA 02720 BETTY WELCH TREASURER 5086791071 2023-01-25 1 BETTY WELCH 999009999 JOLANTA TUCK CPA P01340068 7813803520 2023-01-17 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z JAY LAMBERT 451 ROCK STREET FALL RIVER MA 02720 2588163 0 X WWW.LIZZIEBORDEN.ORG X 1921 MA THE PURPOSE OF THE SOCIETY IS TO PROCURE, EXHIBIT, PRESERVE AND PERPETUATE DOCUMENTS, RECORDS, DATA AND OTHER EVIDENCES RELATING TO THE HISTORY OF FALL RIVER AND ITS VICINITY AND THE MULTICULTURAL PEOPLE THEREOF, AND TO PROMOTE PUBLIC UNDERSTANDING THROUGH EDUCATION. 15 15 5 42 0 0 475379 1734137 12234 5605 84665 62953 2094 15404 574372 1818099 0 0 0 0 197109 207516 0 0 104200 219600 327374 416709 534890 157663 1283209 2259992 3386735 325186 295505 1934806 3091230 THE PURPOSE OF THE SOCIETY IS TO PROCURE, EXHIBIT, PRESERVE AND PERPETUATE DOCUMENTS, RECORDS, DATA AND OTHER EVIDENCES RELATING TO THE HISTORY OF FALL RIVER AND ITS VICINITY AND THE MULTICULTURAL PEOPLE THEREOF, AND TO PROMOTE PUBLIC UNDERSTANDING THROUGH EDUCATION. 0 0 319907 22176 EXPENSES RELATE TO OPERATIONS AND MAINTENANCE OF THE FALLRIVER HISTORICAL SOCIETY BUILDINGS AND MUSEUM ARTIFACTS AT451 ROCK STREET AND 458 HIGH STREET IN FALL RIVER, MA. THESOCIETY PROCURES, EXHIBITS, PRESERVES AND PERPETUATESDOCUMENTS, RECORDS, DATA AND OTHER EVIDENCES RELATING TO THEHISTORY OF FALL RIVER AND ITS VICINITY AND THE MULTICULTURALPEOPLE THEREOF, AND PROMOTES PUBLIC UNDERSTANDING THROUGHEDUCATION. 319907 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 MA X BETTY M WELCH TREASURER 5086791071 451 ROCK STREET FALL RIVER MA 02720 JAY LAMBERT PRESIDENT 2.50 X X 0 0 0 MARK GENDREAU VICE PRESIDENT 2.50 X X 0 0 0 KATHLEEN ROCKETT SECRETARY 15.00 X X 0 0 0 BETTY M WELCH TREASURER 5.00 X X 0 0 0 JOSEPH BORGES ASST. TREASURER 2.50 X X 0 0 0 DONNA DUNN DIRECTOR 1.00 X 0 0 0 MARILYN FARIAS DIRECTOR 10.00 X 0 0 0 ANGELINA GASTALL DIRECTOR 2.50 X 0 0 0 ROBERT KITCHEN DIRECTOR 2.50 X 0 0 0 SUSAN LAVOIE DIRECTOR 5.00 X 0 0 0 WILLIAM A MONIZ DIRECTOR 20.00 X 0 0 0 BETTY PRESCOTT DIRECTOR 15.00 X 0 0 0 SUZIE MILLS SHAW DIRECTOR 15.00 X 0 0 0 DENISE SHERMAN DIRECTOR 1.00 X 0 0 0 JAMES SMITH DIRECTOR 1.00 X 0 0 0 MICHAEL MARTINS CURATOR 60.00 X 96295 0 12879 96295 0 12879 0 0 0 0 0 33922 31250 1668965 48334 1734137 PROGRAM REVENUE 900099 5605 5605 5605 38268 38268 9600 10767 -1167 -1167 -1167 762232 737547 24685 24685 24685 38321 21750 16571 16571 1818099 22176 0 61786 X 111637 22328 33491 55818 81924 65380 15312 1232 13955 6575 3471 3909 12300 6150 6150 13319 13319 62007 41850 2536 17621 42648 25318 8345 8985 81632 57709 23923 19075 16691 2384 14814 12962 1852 COLLECTION ITEMS PURCHA 71094 71094 CAMPAIGN EXPENSES 10485 10485 534890 319907 110783 104200 196767 153627 219416 201091 618750 94357 84080 10466 860474 424984 336184 435490 1147439 1659481 265829 223750 2259992 3386735 2108 14902 750 750 291078 279853 31250 0 325186 295505 X 673736 1658806 1261070 1432424 1934806 3091230 2259992 3386735 X 1283209 -84706 -42079 X 0 1 X 1 0 X 232843 253477 1017924 475379 1734137 3713760 133719 134912 121329 37985 43926 471871 47691 36937 37850 0 0 122478 414253 425326 1177103 513364 1778063 4308109 145850 69425 803116 129460 956464 2104315 0 145850 69425 803116 129460 956464 2104315 2203794 26104 28559 38511 68351 47868 209393 26104 28559 38511 68351 47868 209393 440357 453885 1215614 581715 1825931 4517502 0.48780 0.52470 0.04640 0.05990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 1 0 1441172 686084 -90490 100871 1935895 1199140 4174 258258 20400 1441172 585705 683741 -67440 2866 1199140 575607 44467 -3769 -30600 585705 566817 39864 -474 -30600 575607 0.39220 0.60780 1 0 136239 136239 0 618471 288531 329940 105764 214 105550 435490 BENEFICIAL INTEREST IN TRUST 223750 223750 X 1688762 -84706 -31312 -116018 1804780 13319 13319 1818099 532338 10767 10767 521571 13319 13319 534890 PART III, LINE 4: SINCE 1921, THE SOCIETY HAS BEEN ACTIVELY ACQUIRING MATERIAL PERTAINING TO THE HISTORY OF THE CITY AND HAS AMASSED A VAST COLLECTION. THE DIVERSE COLLECTIONS CONTINUE TO GROW AND INCLUDE AMERICANA, COSTUMES, DECORATIVE ARTS, TEXTILES, FURNITURE, LOCAL HISTORY, PHOTOGRAPHS, MANUSCRIPTS AND PAINTINGS, DRAWINGS AND SCULPTURE. PART IV, LINE 1B: THE ORGANIZATION REPORTS TENANT SECURITY DEPOSIT OF $750. PART X, LINE 2: GENERALLY, THE ORGANIZATION'S INFORMATION RETURNS REMAIN OPEN FOR POSSIBLE EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2019 REMAIN OPEN. AS OF APRIL 30, 2022, THE ORGANIZATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS WITH ANY OF ITS OPEN TAX YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF PERPETUAL TRUST -42,079. RENTAL EXPENSES 10,767. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 10,767. X 3 48334 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT REPORTED ON PART I COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 41,850. MANAGEMENT AND GENERAL EXPENSES 2,536. FUNDRAISING EXPENSES 17,621. TOTAL EXPENSES 62,007. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE, PERPETUAL TRUST -42,079.