WALTON HISTORICAL SOCIETY: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WALTON HISTORICAL SOCIETY (EIN 22-3301369)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-09
IRS object ID
202022839349200632
Schema version
2019v5.1
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)
Return2020-10-09T18:44:00ZReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861150876PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1H AND R BLOCKBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1142 DELAWARE STAddressLine1Txt
CityWALTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13856ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223301369EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WALTON HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALTBusinessNameControlTxt
Phone6078655895PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 TOWNSEND STREETAddressLine1Txt
CityWALTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13856ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE E DOLPHPersonNm
Person TitleTREASURYPersonTitleTxt
Phone6078655895PhoneNum
Signature2020-10-09SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE DOLPHPreparerPersonNm
PTINP00619282PTIN
Phone6078657429PhoneNum
Preparation2020-10-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.67.86.182IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-09IPDt
IP Tm13:45:05IPTm
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id89502B50849DBBBDED6E71E412373001E5083A0EAtSubmissionCreationDeviceId
At Submission Filing Device Id89502B50849DBBBDED6E71E412373001E5083A0EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$16,539GrossReceiptsAmt
Contributions Gifts Grants Etc$9,033ContributionsGiftsGrantsEtcAmt
Membership Dues$2,667MembershipDuesAmt
Investment Income$12InvestmentIncomeAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Gross Sales Of Inventory$3,436GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,129CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$1,307GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$1,391OtherRevenueTotalAmt
Total Revenue$14,410TotalRevenueAmt
Grants And Similar Amounts Paid$100GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$2,365FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$5,687OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$165PrintingPublicationsPostageAmt
Other Expenses Total$4,056OtherExpensesTotalAmt
Total Expenses$12,373TotalExpensesAmt
Excess Or Deficit For Year$2,037ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$122,319NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$124,356NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$22,319BOYAmt
EOY$20,755EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$100,000BOYAmt
EOY$100,000EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$122,319BOYAmt
EOY$120,755EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$122,319BOYAmt
EOY$120,755EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposePRESERVE THE HISTORY OF WALTON THROUGH PRESERVATION OF DOCUMENTS PHOTOS GENEALOGY ARTIFACTS. THE SOCIETY PUBLISHES OF LOCAL HISTORY INTERETS RELATED TO THE HISTORY OF WALTON NYPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTO BENEFIT AND PERSERVE THE HISTORY OF WALTONDescriptionProgramSrvcAccomTxt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (2 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JASON SCHWARTZ
PRESIDENT2.00$0
BRUCE E DOLPH
TREASURY1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRUCE E DOLPHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1142 NORTH STREETAddressLine1Txt
CityWaltonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13856ZIPCd
FieldValueIRS element (for citing)
Phone6077656864PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,000CurrentTaxYearMinus1YearAmt
Current Tax Year$9,350CurrentTaxYearAmt
Total$41,350TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,000CurrentTaxYearMinus1YearAmt
Current Tax Year$9,350CurrentTaxYearAmt
Total$41,350TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$41,350PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10CurrentTaxYearMinus1YearAmt
Current Tax Year$12CurrentTaxYearAmt
Total$52TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10CurrentTaxYearMinus1YearAmt
Current Tax Year$12CurrentTaxYearAmt
Total$52TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,012CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,010CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,008CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,010CurrentTaxYearMinus1YearAmt
Current Tax Year$9,362CurrentTaxYearAmt
Total$41,402TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99870PublicSupportCY509Pct
Investment Income CY0.00130InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceTO HELP THE HISTORY OF THE WALTON COMMUNITYFormAndLineReferenceDesc
ExplanationHISTORYExplanationTxt

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