SHELBURNE HISTORICAL SOCIETY INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SHELBURNE HISTORICAL SOCIETY INC (EIN 04-6087178)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202203189349316660
Schema version
2021v4.0
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)
Return2022-11-14T17:17:38-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN874013446PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GEORGE & GOODNOW LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line189 MAIN STAddressLine1Txt
CitySHELBURNE FALLSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01370ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046087178EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHELBURNE HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHELBusinessNameControlTxt
Phone4136256150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 86 33 SEVERANCE STAddressLine1Txt
CitySHELBURNE FALLSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP013700086ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARCIA TETREAULTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4136252879PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARCIAPersonFirstNm
Person LastTETREAULTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEWIS R GOODNOWPreparerPersonNm
PTINP00200701PTIN
Phone4136259593PhoneNum
Preparation2022-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARCIA TETREAULTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11891 ROUTE 2AddressLine1Txt
CitySHELBURNE FALLSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01370ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$127,198GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionHISTORICAL SOCIETY. MAINTAINS MUSEUM AND LIBRARY.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$110PYContributionsGrantsAmt
CY Contributions Grants$1,315CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$79,231PYInvestmentIncomeAmt
CY Investment Income$125,869CYInvestmentIncomeAmt
PY Other Revenue$27PYOtherRevenueAmt
CY Other Revenue$14CYOtherRevenueAmt
PY Total Revenue$79,368PYTotalRevenueAmt
CY Total Revenue$127,198CYTotalRevenueAmt
PY Grants And Similar Paid$100PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$250CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,644PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,134CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$50,107PYOtherExpensesAmt
CY Other Expenses$87,168CYOtherExpensesAmt
PY Total Expenses$58,851PYTotalExpensesAmt
CY Total Expenses$101,552CYTotalExpensesAmt
PY Revenues Less Expenses$20,517PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$25,646CYRevenuesLessExpensesAmt
Total Assets BOY$1,229,100TotalAssetsBOYAmt
Total Assets EOY$1,254,746TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,229,100NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,254,746NetAssetsOrFundBalancesEOYAmt
MissionHISTORICAL SOCIETY. MAINTAINS MUSEUM AND LIBRARY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$101,552ExpenseAmt
Grant$250GrantAmt
DescTHIS ORGANIZATION IS A HISTORICAL SOCIETY WHICH MAINTAINS, PRESERVES, SECURES AND ACQUIRES HISTORICALLY SIGNIFICANT ITEMS FOR THE EDUCATION AND HERITAGE OF THE GENERAL PUBLIC.Desc
Total Program Service Expenses$101,552TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
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 AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
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
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
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 Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARCIA TETREAULTPersonNm
Phone4136252879PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MOHAWK TRAILAddressLine1Txt
CityCHARLEMONTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01339ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
BARBARA GIGUERE
TRUSTEE1.00Yes (X)$0$0$0
JERRY HOYT
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
PAM KELLEHER
TRUSTEE1.00Yes (X)$0$0$0
MARCIA TETREAULT
TREASURER2.00Yes (X)$0$0$0Yes (X)
GRAHAM WARDER
TRUSTEE1.00Yes (X)$0$0$0
JAMES WHOLEY
TRUSTEE1.00Yes (X)$0$0$0
PRUDENCE WHOLEY
SECRETARY1.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Federated Campaigns$995FederatedCampaignsAmt
Membership Dues$320MembershipDuesAmt
Total Contributions$1,315TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,235TotalRevenueColumnAmt
Exclusion$33,235ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$92,634OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$92,634OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$92,634TotalRevenueColumnAmt
Exclusion$92,634ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total Revenue Column$14TotalRevenueColumnAmt
Exclusion$14ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$14OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$127,198TotalRevenueColumnAmt
Exclusion$125,883ExclusionAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$250TotalAmt
Program Services$250ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,700TotalAmt
Program Services$12,700ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,434TotalAmt
Program Services$1,434ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$395TotalAmt
Program Services$395ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,681TotalAmt
Program Services$3,681ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$450TotalAmt
Program Services$450ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,456TotalAmt
Program Services$2,456ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$70,303TotalAmt
Program Services$70,303ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,576TotalAmt
Program Services$5,576ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,307TotalAmt
Program Services$4,307ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$101,552TotalAmt
Program Services$101,552ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$275,106BOYAmt
EOY$226,241EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$286,680LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$125,017LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$167,239BOYAmt
EOY$161,663EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$786,755BOYAmt
EOY$866,842EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,229,100BOYAmt
EOY$1,254,746EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,229,100BOYAmt
EOY$1,254,746EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,229,100BOYAmt
EOY$1,254,746EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,229,100BOYAmt
EOY$1,254,746EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$25,646ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Governmental UnitYes (X)GovernmentalUnitInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$80,000OtherCostOrOtherBasisAmt
Book Value$80,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$182,048OtherCostOrOtherBasisAmt
Depreciation$111,523DepreciationAmt
Book Value$70,525BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,861OtherCostOrOtherBasisAmt
Depreciation$12,556DepreciationAmt
Book Value$305BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,771OtherCostOrOtherBasisAmt
Depreciation$938DepreciationAmt
Book Value$10,833BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$161,663TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 6THE ORGANIZATION HAS MEMBERS WHO MAY BECOME VOTING MEMBERS.
FORM 990, PAGE 6, PART VI, LINE 7ATHE MEMBERS OF THE ORGANIZATION VOTE ON THE BOARD MEMBERS WHICH MAKE UP THE GOVERNING BODY.
FORM 990, PAGE 6, PART VI, LINE 11BTHE DOCUMENTS ARE AVAILABLE DURING REGULAR BUSINESS HOURS FOR ANYONE WHO WOULD LIKE TO REVEIW THEM.
FORM 990, PAGE 6, PART VI, LINE 19THE DOCUMENTS ARE AVAILABLE DURING REGULAR HOURS AT THE REQUEST OF ANYONE WHO WOULD LIKE TO SEE THEM.

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