BRONX COUNTY HISTORICAL SOCIETY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BRONX COUNTY HISTORICAL SOCIETY (EIN 13-6153378)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-11
IRS object ID
202241319349303804
Schema version
2020v4.2
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)
Return2022-05-11T12:08:57-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222140519PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VAN DUYNE BRUNO & CO PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118 HOOK MOUNTAIN ROAD PO BOX 896AddressLine1Txt
CityPINE BROOKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07058ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136153378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BRONX COUNTY HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRONBusinessNameControlTxt
Phone7188818900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13309 BAINBRIDGE AVENUEAddressLine1Txt
CityBRONXCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10467ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICK LOGANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7188818900PhoneNum
Signature2022-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPATRICKPersonFirstNm
Person LastLOGANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACK GUTIERREZPreparerPersonNm
PTINP00735464PTIN
Phone9738081445PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPATRICK LOGANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13309 BAINBRIDGE AVENUEAddressLine1Txt
CityBRONXCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10467ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$942,777GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BRONXHISTORICALSOCIETY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1955FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO OPERATE HISTORIC FACILITIES, RESEARCH LIBRARIES AND ARCHIVES; EDUCATIONAL PROGRAMS; PUBLISHINGActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$533,922PYContributionsGrantsAmt
CY Contributions Grants$417,125CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$19,847PYInvestmentIncomeAmt
CY Investment Income$177,540CYInvestmentIncomeAmt
PY Other Revenue$87,800PYOtherRevenueAmt
CY Other Revenue$154,574CYOtherRevenueAmt
PY Total Revenue$641,569PYTotalRevenueAmt
CY Total Revenue$749,239CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$239,433PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$244,788CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$399,503PYOtherExpensesAmt
CY Other Expenses$298,332CYOtherExpensesAmt
PY Total Expenses$638,936PYTotalExpensesAmt
CY Total Expenses$543,120CYTotalExpensesAmt
PY Revenues Less Expenses$2,633PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$206,119CYRevenuesLessExpensesAmt
Total Assets BOY$1,268,998TotalAssetsBOYAmt
Total Assets EOY$1,423,428TotalAssetsEOYAmt
Total Liabilities BOY$445,180TotalLiabilitiesBOYAmt
Total Liabilities EOY$396,880TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$823,818NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,026,548NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE BRONX IS A MICROCOSM OF THE STORY OF AMERICA. THE BRONX IS HOME TO 1.4 MILLION PEOPLE WITH A RICH DIVERSITY OF ETHNIC AND CULTURAL BACKGROUNDS. SINCE COLONIAL DAYS, THE BRONX HAS STOOD AT THE CROSSROADS OF AMERICAN HISTORY. THE BRONX COUNTY HISTORICAL SOCIETY WASMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$367,283ExpenseAmt
Revenue$47,519RevenueAmt
DescOPERATION OF LOCAL HISTORIC FACILITIES - POE COTTAGE, VALENTINE-VARIAN HOUSE 3309 AND 3313 BAINBRIDGE AVENUE, INCLUDING THE BRONX COUNTY MUSUEM, ARCHIVES, MAINTAINING AND OPERATING HISTORICAL SITES FOR THE PUBLIC AND VISITORS AND THE BRONX RESEARCH LIBRARY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Revenue$488RevenueAmt
DescEDUCATIONAL PROGRAMS AND RESEARCH ON ITEMS OF LOCAL HISTORIC IMPORTANCE INCLUDING MAINTENANCE OF MUSEUM COLLECTIONS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$367,283TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TAXPAYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7188818900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13309 BAINBRIDGE AVENUEAddressLine1Txt
CityBRONXCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10467ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JACQUELINE KUTNER
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
JOEL PODGOR
TRUSTEE5.00Yes (X)Yes (X)$0$0$0
PROF LLOYD ULTAN
TRUSTEE2.00Yes (X)$0$0$0
ROBERT ESNARD
TRUSTEE1.00Yes (X)$0$0$0
PAT LOGAN
TREASURER3.00Yes (X)Yes (X)$0$0$0
TONY MORANTE
VICE PRESIDENT3.00Yes (X)Yes (X)$0$0$0
MEI SEI FONG
TRUSTEE1.00Yes (X)$0$0$0
LARRY BARRAZOTTO
SECRETARY1.00Yes (X)$0$0$0
JAC ZDREAMER
TRUSTEE1.00Yes (X)$0$0$0
STEVE BAKTIDY
TRUSTEE1.00Yes (X)$0$0$0
GIL WALTON
TRUSTEE1.00Yes (X)$0$0$0
DR GARY D HERMALYN
EXECUTIVE DIRECTOR32.00Yes (X)$0$43,610$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$43,610TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$9,760MembershipDuesAmt
Government Grants$385,602GovernmentGrantsAmt
All Other Contributions$21,763AllOtherContributionsAmt
Total Contributions$417,125TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,429TotalRevenueColumnAmt
Related Or Exempt Func Income$7,429RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$360,630SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$190,519SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$170,111SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$170,111TotalRevenueColumnAmt
Related Or Exempt Func Income$170,111RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$47,519FundraisingGrossIncomeAmt
Fundraising Direct Expenses$3,019FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,500TotalRevenueColumnAmt
Exclusion$44,500ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PPP LOAN FORGIVENESS I900099$99,280$99,280
GIFT SHOPS453220$10,306$10,306
ADMISSIONS900099$488$488
FieldValueIRS element (for citing)
Other Revenue Total$110,074OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$749,239TotalRevenueColumnAmt
Related Or Exempt Func Income$287,614RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$44,500ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$228,121TotalAmt
Program Services$146,610ProgramServicesAmt
Management And General$81,511ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$16,667TotalAmt
Program Services$14,519ProgramServicesAmt
Management And General$2,148ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,000TotalAmt
Management And General$11,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,103TotalAmt
Program Services$1,832ProgramServicesAmt
Management And General$271ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$35,000TotalAmt
Program Services$35,000ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,213TotalAmt
Program Services$4,643ProgramServicesAmt
Management And General$18,570ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$348TotalAmt
Program Services$348ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,895TotalAmt
Management And General$9,895ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,084TotalAmt
Management And General$1,084ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$47,639TotalAmt
Program Services$26,431ProgramServicesAmt
Management And General$21,208ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
REPAIRS$61,864$56,621$5,243
CONTRIBUTED RENT$46,000$46,000
PROGRAM EXPENSES$21,079$21,079
PRINTING AND PUBLICATIO$18,919$3,784$15,135

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$20,188TotalAmt
Program Services$10,416ProgramServicesAmt
Management And General$9,772ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$543,120TotalAmt
Program Services$367,283ProgramServicesAmt
Management And General$175,837ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$78,681BOYAmt
EOY$103,222EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,174BOYAmt
EOY$7,200EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,869BOYAmt
EOY$7,846EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$27,882BOYAmt
EOY$27,882EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$29,697BOYAmt
EOY$36,182EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$306,591LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$284,805LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$22,871BOYAmt
EOY$21,786EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$402,506BOYAmt
EOY$543,992EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$675,318BOYAmt
EOY$675,318EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,268,998BOYAmt
EOY$1,423,428EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,266BOYAmt
EOY$12,713EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$233,103BOYAmt
EOY$233,103EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$200,811BOYAmt
EOY$151,064EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$445,180BOYAmt
EOY$396,880EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$823,818BOYAmt
EOY$1,026,548EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$823,818BOYAmt
EOY$1,026,548EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,268,998BOYAmt
EOY$1,423,428EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$206,119ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,389NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$336,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$572,884CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$569,870CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$575,877CurrentTaxYearMinus1YearAmt
Current Tax Year$417,125CurrentTaxYearAmt
Total$2,472,125TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$336,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$572,884CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$569,870CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$575,877CurrentTaxYearMinus1YearAmt
Current Tax Year$417,125CurrentTaxYearAmt
Total$2,472,125TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,472,125PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,756CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,638CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,401CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,629CurrentTaxYearMinus1YearAmt
Current Tax Year$7,429CurrentTaxYearAmt
Total$51,853TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,400CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,108CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$52,158TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,018CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$127CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,133CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87,800CurrentTaxYearMinus1YearAmt
Current Tax Year$170,111CurrentTaxYearAmt
Total$271,189TotalAmt
FieldValueIRS element (for citing)
Total Support$2,847,325TotalSupportAmt
Public Support CY1700.86820PublicSupportCY170Pct
Public Support PY1700.94620PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$402,506BeginningYearBalanceAmt
Investment Earnings Or Losses$174,151InvestmentEarningsOrLossesAmt
Other Expenditures$32,665OtherExpendituresAmt
End Year Balance$543,992EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$356,632BeginningYearBalanceAmt
Investment Earnings Or Losses$49,874InvestmentEarningsOrLossesAmt
Other Expenditures$4,000OtherExpendituresAmt
End Year Balance$402,506EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$360,860BeginningYearBalanceAmt
Investment Earnings Or Losses$4,172InvestmentEarningsOrLossesAmt
Other Expenditures$8,400OtherExpendituresAmt
End Year Balance$356,632EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$347,860BeginningYearBalanceAmt
Investment Earnings Or Losses$23,980InvestmentEarningsOrLossesAmt
Other Expenditures$10,980OtherExpendituresAmt
End Year Balance$360,860EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$285,646BeginningYearBalanceAmt
Investment Earnings Or Losses$57,399InvestmentEarningsOrLossesAmt
Other Expenditures-$4,815OtherExpendituresAmt
End Year Balance$347,860EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$197,314OtherCostOrOtherBasisAmt
Depreciation$175,528DepreciationAmt
Book Value$21,786BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$109,277OtherCostOrOtherBasisAmt
Depreciation$109,277DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$21,786TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BROKER MONEY MARKET FUNDS$11,613F
EQUITY MUTUAL FUNDS$362,508F
CORPORATE EQUITY SECURITIES$169,871F
FieldValueIRS element (for citing)
Total Book Value Securities$543,992TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
LIBRARY$325,762
MUSEUM$278,270
POE COTTAGE$4,486
ARCHIVES$66,800
FieldValueIRS element (for citing)
Total Book Value Other Assets$675,318TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
COMPENSATED ABSENCES AND OTHER POST RETIREMENT OBLIGATIONS$50,723
ACCRUED INTEREST$90,636
COMPENSATED ABSENCES, CURRENT PORTION$9,705
FieldValueIRS element (for citing)
Total Liability$151,064TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART III, LINE 4FormAndLineReferenceDesc
ExplanationPART III, LINE 4: SOCIETY'S RESEARCH LIBRARY IS UNIQUE IN NEW YORK CITY. IT HOUSES AN EXTENSIVE COLLECTION OF HISTORICAL INFORMATION ON THE BRONX, INCLUDING BOOKS, REPORTS, PAMPHLETS, MICROFILMS, ETC. IT IS A MAJOR RESOURCE CENTER FOR HIGH SCHOOL AND COLLEGE STUDENTS, JOURNALISTS, BUSINESS AND GOVERNMENT RESEARCHERS AND SCHOLARS WHO HAVE A PROFESSIONAL NEED, OR CURIOSITY, TO LEARN MORE ABOUT THE BRONX. IN 1974, THE SOCIETY'S COLLECTION OF HISTORICAL MATERIAL GREW CONSIDERABLY WHEN THE SOCIETY ASSUMED RESPONSIBILITY FOR NEARLY A MILLION ITEMS WHICH WERE THEN ESTABLISHED AS THE BRONX COUNTY ARCHIVES. THE ARCHIVES CONTAIN ORIGINAL DOCUMENTS, MANUSCRIPTS, BOOKS, MAPS AND CITY DIRECTORIES GOING BACK TO PRE-CIVIL WAR DAYS, COVERING NOT ONLY BRONX HISTORY BUT ALSO THE HISTORY OF NEW YORK CITY AND WESTCHESTER COUNTY. THE RESEARCH LIBRARY AND ARCHIVES ALSO BOAST AN ENORMOUS COLLECTION OF 19TH AND EARLY 20TH CENTURY PHOTOGRAPHS, PRINTS AND POSTCARDS OF THE BRONX. THERE IS ALSO AN IMPORTANT COLLECTION OF PERIODICAL LITERATURE AND PUBLICATIONS, BEGINNING WITH THE FIRST ISSUE OF THE BRONX HOME NEWS FROM 1907. FINALLY, THERE IS A SPECIAL COLLECTION OF MATERIAL ON THE LIFE AND WORKS OF EDGAR ALLAN POE. ONE ADVANTAGE THE SOCIETY'S LIBRARY OFFERS RESEARCHERS IS DIRECT ACCESS TO THE COLLECTION. THEY CAN LOOK THROUGH HISTORIC PERSONAL PAPERS, LISTEN TO TAPES IN THE ORAL HISTORY ARCHIVES, VIEW VIDEOS OR STUDY THE OLD PHOTOGRAPHS. THE LIBRARY HAS AN EASY TO USE CROSS INDEXED CARD FILE, FULL-TIME LIBRARIANS AND A QUIET, PERSONAL ATMOSPHERE. PART V, LINE 4: THE ENDOWMENT FUNDS ARE PLANNED TO BE A SOURCE OF CONTINUING SUPPORT FOR THE OPERATIONS OF THE SOCIETY. THE BOARD IS ENDEAVORING TO CREATE A SOURCE OF PERMANENT FINANCING TO EASE THE FINANCIAL PRESSURES ON THE CONTINUANCE OF THE SOCIETY. PART X, LINE 2: THE SOCIETY EVALUATES THE EFFECT OF UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP). MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX IN EXCESS OF AMOUNTS REPORTED ON THE ANNUAL TAX RETURNS. THE SOCIETY DISCLOSES MATERIAL ADJUSTMENTS RESULTING FROM TAX EXAMINATIONS, IF ANY, AND REPORTS INTEREST AND PENALTIES RESULTING FROM SUCH ADJUSTMENTS, AS INTEREST EXPENSE OR OTHER EXPENSE. THERE WERE NO TAX EXAMINATIONS OR ADJUSTMENTS RELATING THEREFROM.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonLLOYD ULTANPersonNm
Relationship With OrgBOARD MEMBERRelationshipWithOrgTxt
Loan PurposeFINANCING OF ARCHIVES BUILDING RENOVATIONSLoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$195,103OriginalPrincipalAmt
Balance Due$233,103BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$233,103TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonLLOYD ULTANPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionTRUSTEERelationshipDescriptionTxt
Transaction$16,400TransactionAmt
TransactionCONTRIBUTION TO THE SOCIETYTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BCOPIES ARE PROVIDED AS REQUESTED.
FORM 990, PART VI, SECTION B, LINE 12CTHE SOCIETY REQUIRES ALL BOARD MEMBER AND SIGNIFICANT MEMBERS OF MANAGEMENT TO DISCLOSE ALL RELATIONSHIPS THAT COULD BE CONSIDERED A CONFLICT OF INTEREST AND INCLUDES INFORMATION IN BOARD MINUTES AS APPLICABLE.
FORM 990, PART VI, SECTION B, LINE 15SALARIES ARE DETERMINED BY THE BOARD OF DIRECTORS AFTER A REVIEW OF LOCAL SALARIES OF SIMILAR ORGANIZATIONS AND A REVIEW OF THE SOCIETY'S FINANCES
FORM 990, PART VI, SECTION C, LINE 18THEY ARE AVAILABLE UPON REQUEST. CONTACT INFO IS AVAILABLE ON THE WEBSITE.
FORM 990, PART VI, SECTION C, LINE 19THEY ARE AVAILABLE UPON REQUEST. CONTACT INFO IS AVAILABLE ON THE WEBSITE.

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