SHELBURNE HISTORICAL SOCIETY INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SHELBURNE HISTORICAL SOCIETY INC (EIN 04-6087178)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202143169349302624
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

FieldValueIRS element (for citing)
Return2021-11-12T09:02:33-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043526236PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JONATHAN F GEORGE SR CPA CFPBusinessNameLine1Txt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-03SignatureDt
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 PersonJONATHAN F GEORGE SR CPA CFPPreparerPersonNm
PTINP00189409PTIN
Phone4136259593PhoneNum
Preparation2021-11-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2020TaxYr
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$79,368GrossReceiptsAmt
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$1,485PYContributionsGrantsAmt
CY Contributions Grants$110CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$62,331PYInvestmentIncomeAmt
CY Investment Income$79,231CYInvestmentIncomeAmt
PY Other Revenue$67PYOtherRevenueAmt
CY Other Revenue$27CYOtherRevenueAmt
PY Total Revenue$63,883PYTotalRevenueAmt
CY Total Revenue$79,368CYTotalRevenueAmt
PY Grants And Similar Paid$100PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$100CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,033PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,644CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$54,010PYOtherExpensesAmt
CY Other Expenses$50,107CYOtherExpensesAmt
PY Total Expenses$66,143PYTotalExpensesAmt
CY Total Expenses$58,851CYTotalExpensesAmt
PY Revenues Less Expenses-$2,260PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$20,517CYRevenuesLessExpensesAmt
Total Assets BOY$1,208,583TotalAssetsBOYAmt
Total Assets EOY$1,229,100TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,208,583NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,229,100NetAssetsOrFundBalancesEOYAmt
MissionHISTORICAL SOCIETY. MAINTAINS MUSEUM AND LIBRARY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$58,851ExpenseAmt
Grant$100GrantAmt
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$58,851TotalProgramServiceExpensesAmt
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 Document2IRPDocumentCnt
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

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)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
BARBARA GIGUERE
TRUSTEEYes (X)$0$0$0
JERRY HOYT
PRESIDENTYes (X)$0$0$0Yes (X)
PAM KELLEHER
TRUSTEEYes (X)$0$0$0Yes (X)
MARCIA TETREAULT
TREASURERYes (X)$0$0$0Yes (X)
GRAHAM WARDER
TRUSTEEYes (X)$0$0$0
JAMES WHOLEY
TRUSTEEYes (X)$0$0$0
PRUDENCE WHOLEY
SECRETARYYes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Federated Campaigns$5FederatedCampaignsAmt
Membership Dues$105MembershipDuesAmt
Total Contributions$110TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,063TotalRevenueColumnAmt
Exclusion$34,063ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$45,168OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$45,168OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,168TotalRevenueColumnAmt
Exclusion$45,168ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
Total Revenue Column$27TotalRevenueColumnAmt
Related Or Exempt Func Income$27RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$27OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,368TotalRevenueColumnAmt
Related Or Exempt Func Income$27RelatedOrExemptFuncIncomeAmt
Exclusion$79,231ExclusionAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$100TotalAmt
Program Services$100ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,830TotalAmt
Program Services$7,830ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$814TotalAmt
Program Services$814ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$980TotalAmt
Program Services$980ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,033TotalAmt
Program Services$3,033ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,055TotalAmt
Program Services$1,055ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$714TotalAmt
Program Services$714ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$34,779TotalAmt
Program Services$34,779ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,581TotalAmt
Program Services$5,581ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,965TotalAmt
Program Services$3,965ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$58,851TotalAmt
Program Services$58,851ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$272,931BOYAmt
EOY$275,106EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$286,680LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$119,441LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$172,820BOYAmt
EOY$167,239EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$762,832BOYAmt
EOY$786,755EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,208,583BOYAmt
EOY$1,229,100EOYAmt

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$1,208,583BOYAmt
EOY$1,229,100EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,208,583BOYAmt
EOY$1,229,100EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,208,583BOYAmt
EOY$1,229,100EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$20,517ReconcilationRevenueExpnssAmt
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$106,856DepreciationAmt
Book Value$75,192BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,861OtherCostOrOtherBasisAmt
Depreciation$11,948DepreciationAmt
Book Value$913BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,771OtherCostOrOtherBasisAmt
Depreciation$637DepreciationAmt
Book Value$11,134BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$167,239TotalBookValueLandBuildingsAmt

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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