WALTON HISTORICAL SOCIETY: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WALTON HISTORICAL SOCIETY (EIN 22-3301369)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-27
IRS object ID
202241189349201014
Schema version
2021v4.2
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)
Return2022-04-27T12:47:12ZReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-04-28SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRUCEPersonFirstNm
Person LastDOLPHPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE DOLPHPreparerPersonNm
PTINP00619282PTIN
Phone6078657429PhoneNum
Preparation2022-04-27PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$10,917GrossReceiptsAmt
Contributions Gifts Grants Etc$6,368ContributionsGiftsGrantsEtcAmt
Membership Dues$1,410MembershipDuesAmt
Investment Income$12InvestmentIncomeAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Other Revenue Total$3,127OtherRevenueTotalAmt
Total Revenue$10,917TotalRevenueAmt
Occupancy Rent Utlts And Maint$7,813OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$4,257PrintingPublicationsPostageAmt
Other Expenses Total$2,829OtherExpensesTotalAmt
Total Expenses$14,899TotalExpensesAmt
Excess Or Deficit For Year-$3,982ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$121,668NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$117,686NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$21,668BOYAmt
EOY$18,612EOYAmt

Land And Buildings LandAndBuildingsGrp

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

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$121,668BOYAmt
EOY$118,612EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$121,668BOYAmt
EOY$118,612EOYAmt
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$8,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,469CurrentTaxYearMinus1YearAmt
Current Tax Year$6,368CurrentTaxYearAmt
Total$33,187TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,469CurrentTaxYearMinus1YearAmt
Current Tax Year$6,368CurrentTaxYearAmt
Total$33,187TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$33,187PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12CurrentTaxYearMinus2YearsAmt
Total$30TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12CurrentTaxYearMinus2YearsAmt
Total$30TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,008CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,010CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,362CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,469CurrentTaxYearMinus1YearAmt
Current Tax Year$6,368CurrentTaxYearAmt
Total$33,217TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99910PublicSupportCY509Pct
Investment Income CY0.00090InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceNO ADDITIONAL INFORMATION NEEDED NO LINESFormAndLineReferenceDesc
ExplanationNONEExplanationTxt

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