2021-01-14T15:25:10-06:00 2020-08-31 205815581 KEVIN L DUMAS CPA LLC 28 OLD PARK LANE ROAD NEW MILFORD CT 067762508 990 2019-09-01 510176086 THE SHERMAN HISTORICAL SOCIETY INC SHER 8603543083 10 ROUTE 37 CENTER SHERMAN CT 06784 SUSAN MOGA PRESIDENT 8607995058 2021-01-14 1 KEVIN L DUMAS CPA P00118290 8603552223 2021-01-14 X 2019 2022-09-23 18:48:47Z SUSAN MOGA 10 SAWMILL RD SHERMAN CT 06784 444243 0 X WWW.SHERMANHISTORICALSOCIETY.ORG X 1981 CT TO BRING TOGETHER PEOPLE INTERESTED IN THE TOWN'S HISTORY, TO COLLECT AND PRESERVE OBJECTS WHICH HELP TO ESTABLISH OR ILLUSTRATE ITS HISTORY, TO ACQUIRE AND MANAGE ANY PROPERTY AVAILABLE TO THE SOCIETY, TO INTEREST YOUNG PEOPLE IN THEIR TOWN'S HERITAGE, TO PUBLISH HISTORICAL INFORMATION , AND TO MAINTAIN A LIBRARY OF HISTORICAL MATERIALS. 8 8 0 100 0 0 173680 46309 4274 1254 36064 34613 50221 27283 264239 109459 0 0 0 0 0 0 0 0 12650 98686 84206 98686 84206 165553 25253 1006202 1100169 0 0 1006202 1100169 X TO BRING TOGETHER PEOPLE INTERESTED IN THE TOWN'S HISTORY, TO COLLECT AND PRESERVE OBJECTS WHICHHELP TO ESTABLISH OR ILLUSTRATE ITS HISTORY, TO ACQUIRE AND MANAGE ANY PROPERTY AVAILABLE TO THESOCIETY, TO INTEREST YOUNG PEOPLE IN THEIR TOWN'S HERITAGE, TO PUBLISH HISTORICAL INFORMATION,AND TO MAINTAIN A LIBRARY OF HISTORICAL MATERIALS. 0 0 6087 1254 TO BRING TOGETHER PEOPLE INTERESTED IN THE TOWNS HISTORY AND TO INTEREST YOUNG PEOPLE IN THEIR TOWN'S HISTORY 43282 TO ACQUIRE AND MANAGE ANY PROPERTY AVAILABLE TO THE SOCIETY. 3445 TO PUBLISH HISTORICAL INFORMATION AND TO MAINTAIN A LIBRARY OF HISTORICAL MATERIALS. 52814 1 1 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 0 0 0 0 CT X THE SHERMAN HISTORICAL SOCIETY INC 8603543083 10 ROUTE 37 CENTER SHERMAN CT 06784 GLORIA THORNE HONORARY DIRECTOR 2.00 X 0 0 0 ELIZABETH MARD VICE PRESIDENT 1.00 X X 0 0 0 BETTY BEATTY HONORARY DIRECTOR 0.00 X 0 0 0 GINNY ZELLNER DIRECTOR 4.00 X 0 0 0 SUE MOGA PRESIDENT 6.00 X X 0 0 0 JOHN JENNER HONORARY DIRECTOR 1.00 X 0 0 0 JAN DESIATO DIRECTOR 10.00 X 10684 0 0 JONI TAYLOR DIRECTOR 1.00 X 0 0 0 SUSAN LANG TREASURER 4.00 X X 6092 0 0 LORI FINCK SECRETARY 1.00 X X 0 0 0 PHYLLIS MCGOLDRICK HONORARY DIRECTOR 1.00 X 0 0 0 LISA CILIO DIRECTOR 19.00 X 0 0 0 16776 0 0 0 0 0 0 0 12891 33418 46309 CHILDREN'S PROGRAMS 611710 1254 1254 1254 13829 13829 284279 263495 20784 20784 20784 210 0 210 210 98362 71289 27073 27073 109459 1254 0 61896 6880 6880 8526 8526 7533 7533 1325 1325 3721 2988 400 333 11414 9773 1141 500 2171 2171 338 338 8379 8379 11016 9914 1102 FUNDRAISING EXPENSES 10492 10492 BUILDING REPAIRS & MAIN 8336 8336 SCHOLARSHIP 2000 2000 PROGRAMS & EDUCATION 1578 1578 497 457 40 84206 52814 18742 12650 84038 54144 65985 58918 25000 25000 308152 157760 158771 150392 598116 699847 74292 111868 1006202 1100169 0 0 X 0 0 554631 554631 451571 545538 1006202 1100169 1006202 1100169 X 25253 68714 X 1 X 0 0 0 X 47782 46599 35153 174620 47773 351927 86494 87751 229266 131988 98362 633861 134276 134350 264419 306608 146135 985788 0 0 0 985788 9571 8536 9823 13251 13829 55010 9571 8536 9823 13251 13829 55010 143847 142886 274242 319859 159964 1040798 0.94710 0.94300 0.05290 0.05260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 214226 94195 120031 93926 63565 30361 150392 CONSUMER DISCRETIONARY SELECT 35121 F SECTOR CONSUMER STAPLES 32790 F SECTOR HEALTHCARE 56512 F SECTOR TECHNOLOGY 72647 F VANGUARD FTSE ALL WORLD 79711 F VANGUARD FTSE PACIFIC 22152 F ISHARES IBOXX 32815 F ISHARES 0-5 YR TIPS BOND ETF 32630 F SPDR PORTFOLIO ST CORP BOND 64432 F VANGUARD INTERMEDIATE TERM 65642 F ISHARES MSCI ALL COUNTRY 11897 F SELECT SECTOR COMMUNICATIONS 51304 F ISHARES RUSSELL 2000 23625 F SECTOR ENERGY SELECT 6595 F SECTOR FINANCIAL SELECT 46687 F SECTOR INDUSTRIAL SELECT 33225 F 3-7 YEAR TREASURY BOND 32062 F 699847 BARN RESTORATION 111868 111868 PART III, LINE 4: SHOE MAKERS TOOLS-EXHIBITED IN THE COBBLER SHOP OLD MERCANTILE ITEMS FROM THE ORIGINAL STORE-EXHIBITED IN THE OLD STORE FURNISHINGS OF A PERIOD HOME-EXHIBITED IN THE NORTHROP HOUSE. FORM 990, PART VI, SECTION A, LINE 2 TREASURER, SUSAN LANG, AND SECRETARY, LORI FINCK, ARE SISTERS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE SHERMAN HISTORICAL SOCIETY ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 TAX RETURN IS REVIEWED BY THE GOVERNING BODY AT A MEETING PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE SOCIETY SHALL CONDUCT A FULL AND OPEN PROCESS FOR BIDDING WORK TO BE DONE ON ITS BEHALF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC GLORIA THORNE - 10 ROUTE 37 CTR, SHERMAN, CT 06784. ELIZABETH MARD - 10 ROUTE 37 CTR, SHERMAN, CT 06784. BETTY BEATTY - 10 ROUTE 37 CTR, SHERMAN, CT 06784. GINNY ZELLNER - 10 ROUTE 37 CTR, SHERMAN, CT 06784. SUE MOGA - 10 ROUTE 37 CTR, SHERMAN, CT 06784. JOHN JENNER - 10 ROUTE 37 CTR, SHERMAN, CT 06784. JAN DESIATO - 10 ROUTE 37 CTR, SHERMAN, CT 06784. JONI TAYLOR - 10 ROUTE 37 CTR, SHERMAN, CT 06784. SUSAN LANG - 10 ROUTE 37 CTR, SHERMAN, CT 06784. LORI FINCK - 10 ROUTE 37 CTR, SHERMAN, CT 06784. PHYLLIS MCGOLDRICK - 10 ROUTE 37 CTR, SHERMAN, CT 06784. LISA CILIO - 10 ROUTE 37 CTR, SHERMAN, CT 06784. FORM 990, PART XI, LINE 9: UNREALIZED GAIN/LOSSES ON ASSETS 68,714.