WALTON HISTORICAL SOCIETY: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WALTON HISTORICAL SOCIETY (EIN 22-3301369)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-04
- IRS object ID
- 202100639349200540
- Schema version
- 2020v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-04T22:54:48Z | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861150876 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H AND R BLOCK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 DELAWARE ST | AddressLine1Txt |
| City | WALTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13856 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223301369 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 6078655895 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 TOWNSEND STREET | AddressLine1Txt |
| City | WALTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13856 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE E DOLPH | PersonNm |
| Person Title | TREASURY | PersonTitleTxt |
| Phone | 6078655895 | PhoneNum |
| Signature | 2021-01-23 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | DOLPH | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE DOLPH | PreparerPersonNm |
| PTIN | P00619282 | PTIN |
| Phone | 6078657429 | PhoneNum |
| Preparation | 2021-03-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $11,481 | GrossReceiptsAmt |
| Contributions Gifts Grants Etc | $9,697 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $1,772 | MembershipDuesAmt |
| Investment Income | $12 | InvestmentIncomeAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Total Revenue | $11,481 | TotalRevenueAmt |
| Occupancy Rent Utlts And Maint | $7,101 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $977 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $2,251 | OtherExpensesTotalAmt |
| Total Expenses | $10,329 | TotalExpensesAmt |
| Excess Or Deficit For Year | $1,152 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $120,755 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $121,907 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,755 | BOYAmt |
| EOY | $21,668 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,755 | BOYAmt |
| EOY | $121,668 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,755 | BOYAmt |
| EOY | $121,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PRESERVE THE HISTORY OF WALTON THROUGH PRESERVATION OF DOCUMENTS PHOTOS GENEALOGY ARTIFACTS. THE SOCIETY PUBLISHES OF LOCAL HISTORY INTERETS RELATED TO THE HISTORY OF WALTON NY | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO BENEFIT AND PERSERVE THE HISTORY OF WALTON | DescriptionProgramSrvcAccomTxt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (2 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JASON SCHWARTZ | ||
| PRESIDENT | 4.00 | $0 |
| BRUCE E DOLPH | ||
| TREASURY | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE E DOLPH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 NORTH STREET | AddressLine1Txt |
| City | Walton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13856 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6077656864 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,469 | CurrentTaxYearAmt |
| Total | $34,819 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,469 | CurrentTaxYearAmt |
| Total | $34,819 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $34,819 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12 | CurrentTaxYearMinus1YearAmt |
| Total | $40 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12 | CurrentTaxYearMinus1YearAmt |
| Total | $40 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,008 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,469 | CurrentTaxYearAmt |
| Total | $34,859 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99890 | PublicSupportCY509Pct |
| Investment Income CY | 0.00110 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | NO ADDITIONAL INFORMATION IS NEEDED | FormAndLineReferenceDesc |
| Explanation | NO LINES | ExplanationTxt |
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