OMOHUNDRO INSTITUTE OF EARLY AMERICAN HISTORY AND CULTURE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- OMOHUNDRO INSTITUTE OF EARLY AMERICAN HISTORY AND CULTURE (EIN 54-1045628)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201901349349303020
- Schema version
- 2017v2.3
- 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 | 2019-05-14T10:10:25-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261864497 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS & RIGGS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 275 | AddressLine1Txt |
| City | LOCUST HILL | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 230920275 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541045628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OMOHUNDRO INSTITUTE OF EARLY | BusinessNameLine1Txt |
| Business Name Line2 | AMERICAN HISTORY & CULTURE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OMOH | BusinessNameControlTxt |
| Phone | 7572211114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8781 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 231878781 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARIN WULF | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7572211114 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RODNEY W BOLYARD CPA | PreparerPersonNm |
| PTIN | P01371891 | PTIN |
| Phone | 8047580526 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 10:10:25 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2E30C34C23FC928CE6527A5FD889EDB09BC60595 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D14515F2C9131908D69BFB4EADC9AFB1FF5F8D0E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KARIN WULF | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8781 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,412,236 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OIEAHC.WM.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1943 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | FURTHER THE STUDY, RESEARCH, AND PUBLICATION BEARING UPON AMERICAN HISTORY APPROXIMATELY TO THE YEAR 1815. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $7,262 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,551,014 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,402,826 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $146,579 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $163,279 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,749,831 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,766,028 | CYInvestmentIncomeAmt |
| PY Other Revenue | $73,975 | PYOtherRevenueAmt |
| CY Other Revenue | $80,103 | CYOtherRevenueAmt |
| PY Total Revenue | $3,521,399 | PYTotalRevenueAmt |
| CY Total Revenue | $3,412,236 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $160,934 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $167,672 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $216,264 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,946,594 | PYOtherExpensesAmt |
| CY Other Expenses | $2,239,129 | CYOtherExpensesAmt |
| PY Total Expenses | $2,107,528 | PYTotalExpensesAmt |
| CY Total Expenses | $2,406,801 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,413,871 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,005,435 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,124,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,181,574 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,190 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77,985 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,098,154 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,103,589 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FURTHER THE STUDY, RESEARCH, AND PUBLICATION BEARING UPON AMERICAN HISTORY APPROXIMATELY TO THE YEAR 1815. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,298,424 | ExpenseAmt |
| Grant | $167,672 | GrantAmt |
| Desc | RESEARCH RELATED TO THE EARLY AMERICAN PAST SINCE 1943, THE INSTITUTE HAS BEEN ACTIVE IN DOCUMENTARY RESEARCH AND EDITING, PUBLISHING COLLECTIONS OF MANUSCRIPTS DESERVING CIRCULATION IN PRINT AND NEW EDITIONS OF CLASSIC WORKS NO LONGER AVAILABLE, AS WELL AS ANNOTATED EDITIONS OF THE PAPERS OF A NUMBER OF PROMINENT EARLY AMERICANS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $446,755 | ExpenseAmt |
| Revenue | $136,530 | RevenueAmt |
| Desc | WILLIAM AND MARY QUARTERLY QUARTERLY PRINT AND DIGITAL EDITIONS OF THE WILLIAM AND MARY QUARTERLY, A JOURNAL OF EARLY AMERICAN HISTORY AND CULTURE. THE WILLIAM AND MARY QUARTERLY NURTURES, PUBLISHES, AND REVIEWS IMPORTANT NEW WORK REPRESENTING THE BROADEST CHRONOLOGIES, GEOGRAPHIES, AND THEMES CURRENTLY EXPLORED BY SCHOLARS OF EARLY NORTH AMERICA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $100,405 | ExpenseAmt |
| Revenue | $26,749 | RevenueAmt |
| Desc | CONFERENCES, COLLOQUIA, AND OTHER EVENTS THROUGH CONFERENCES, COLLOQUIA, AND OTHER EVENTS THE INSTITUTE HAS PLAYED A MAJOR ROLE SINCE 1952 IN SETTING NEW DIRECTIONS IN EARLY AMERICAN SCHOLARSHIP. CONFERENCES, COLLOQUIA, AND OTHER EVENTS STIMULATE RESEARCH ON SUBJECTS IN NEED OF RENEWED STUDY AND FRESH APPROACHES AND BRING TOGETHER LEADING SCHOLARS TO COMMENT CRITICALLY ON COMMISSIONED HISTORIOGRAPHICAL ESSAYS AND BIBLIOGRAPHIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,845,584 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEVERLY SMITH | PersonNm |
| Phone | 7572211114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8781 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 231878781 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MICHAEL R HALLERAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SIDNEY LAPIDUS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER C MANCALL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL S SPERRY | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA OBERG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARIN WULF | ||||||
| DIRECTOR | 40.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLLEGE OF WILLIAM AND MARY | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8795 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | RESEARCH, ADMIN | ServicesDesc |
| Compensation | $725,172 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $178,402 | MembershipDuesAmt |
| Government Grants | $98,433 | GovernmentGrantsAmt |
| All Other Contributions | $1,125,991 | AllOtherContributionsAmt |
| Total Contributions | $1,402,826 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PUBLICATIONS | 511120 | $136,530 | $136,530 |
| CONFERENCES | 519100 | $26,749 | $26,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $163,279 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,766,028 | TotalRevenueColumnAmt |
| Exclusion | $1,766,028 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,983 | TotalRevenueColumnAmt |
| Exclusion | $69,983 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| WILLIAM AND MARY QUARTERLY | 541800 | $7,262 | $7,262 | |
| OTHER, REPRODUCTION FEES | $2,858 | $2,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,120 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,412,236 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $163,279 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,262 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,838,869 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,063 | TotalAmt |
| Program Services | $6,063 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,609 | TotalAmt |
| Program Services | $156,609 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,608,190 | TotalAmt |
| Program Services | $1,121,230 | ProgramServicesAmt |
| Management And General | $320,995 | ManagementAndGeneralAmt |
| Fundraising | $165,965 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,181 | TotalAmt |
| Program Services | $4,181 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,953 | TotalAmt |
| Program Services | $156,943 | ProgramServicesAmt |
| Management And General | $798 | ManagementAndGeneralAmt |
| Fundraising | $15,212 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,176 | TotalAmt |
| Program Services | $11,176 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,436 | TotalAmt |
| Program Services | $161,786 | ProgramServicesAmt |
| Management And General | $16,471 | ManagementAndGeneralAmt |
| Fundraising | $6,179 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,329 | TotalAmt |
| Program Services | $31,251 | ProgramServicesAmt |
| Fundraising | $25,078 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,498 | TotalAmt |
| Program Services | $4,292 | ProgramServicesAmt |
| Management And General | $1,103 | ManagementAndGeneralAmt |
| Fundraising | $1,103 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,987 | TotalAmt |
| Program Services | $499 | ProgramServicesAmt |
| Management And General | $4,488 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPEAKERS & PERFORMANCES | $179,052 | $179,052 | ||
| COGS | $6,182 | $6,182 | ||
| DUES & SUBSCRIPTIONS | $5,145 | $1,320 | $1,098 | $2,727 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,406,801 | TotalAmt |
| Program Services | $1,845,584 | ProgramServicesAmt |
| Management And General | $344,953 | ManagementAndGeneralAmt |
| Fundraising | $216,264 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,819 | BOYAmt |
| EOY | $114,047 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,662,057 | BOYAmt |
| EOY | $1,724,408 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $61,773 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,571 | BOYAmt |
| EOY | $454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,658 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,506 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $22,152 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,097,897 | BOYAmt |
| EOY | $17,258,740 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,124,344 | BOYAmt |
| EOY | $19,181,574 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,190 | BOYAmt |
| EOY | $77,985 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,190 | BOYAmt |
| EOY | $77,985 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,139,373 | BOYAmt |
| EOY | $1,107,943 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,882 | BOYAmt |
| EOY | $736,906 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,097,899 | BOYAmt |
| EOY | $17,258,740 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,098,154 | BOYAmt |
| EOY | $19,103,589 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,124,344 | BOYAmt |
| EOY | $19,181,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,005,435 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,337,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,616,408 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,903,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,551,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,402,826 | CurrentTaxYearAmt |
| Total | $7,811,195 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,337,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,616,408 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,903,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,551,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,402,826 | CurrentTaxYearAmt |
| Total | $7,811,195 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $7,811,195 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,084,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $819,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$343,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,820,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,836,011 | CurrentTaxYearAmt |
| Total | $6,215,984 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $355 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80 | CurrentTaxYearAmt |
| Total | $1,909 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,858 | CurrentTaxYearAmt |
| Total | $59,462 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,088,550 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $163,279 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER, REPRODUCTION FEES 56,604 | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,097,897 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,763,239 | InvestmentEarningsOrLossesAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,935,684 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,745,996 | InvestmentEarningsOrLossesAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,923,370 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$404,917 | InvestmentEarningsOrLossesAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,661,013 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $770,965 | InvestmentEarningsOrLossesAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,446,071 | BeginningYearBalanceAmt |
| Contributions | $710 | ContributionsAmt |
| Investment Earnings Or Losses | $1,214,232 | InvestmentEarningsOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00280 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99720 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,147 | DepreciationAmt |
| Book Value | $16,589 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,922 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,359 | DepreciationAmt |
| Book Value | $5,563 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,152 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $17,258,740 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,258,740 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $3,412,236 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $3,412,236 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,412,236 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,406,801 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,406,801 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,406,801 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESEARCH SUPPORT | GrantTypeTxt |
| Recipient | 36 | RecipientCnt |
| Cash Grant | $156,609 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM WITH ASSISTANCE FROM MEMBERS OF MANAGEMENT AS NEEDED TO ENSURE COMPLETENESS AND ACCURACY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | IN COMPLIANCE WITH FEDERAL AND STATE REQUIREMENTS |
| FORM 990, PART IX, LINE 11G | COLONIAL PERIOD RESEARCH 746,323 320,995 165,965 WILLIAM AND MARY QUARTERLY 374,907 0 0 TOTAL 1,121,230 320,995 165,965 |