LEBANON HISTORICAL SOCIETY INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEBANON HISTORICAL SOCIETY INC (EIN 06-0942503)
- Tax period
- 2018-05-01 to 2019-04-30
- Filed
- 2019-08-28
- IRS object ID
- 201902409349100010
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-28T13:38:16-05:00 | ReturnTs |
| Tax Period End | 2019-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060916777 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANE NAVRATIL & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WALNUT ST | AddressLine1Txt |
| City | WILLIMANTIC | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060942503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEBANON HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEBA | BusinessNameControlTxt |
| Phone | 8606427756 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06249 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SLATE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8606427756 | PhoneNum |
| Signature | 2019-08-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL RUBIN | PreparerPersonNm |
| PTIN | P01037664 | PTIN |
| Phone | 8604562297 | PhoneNum |
| Preparation | 2019-08-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.88.60.213 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-28 | IPDt |
| IP Tm | 13:38:16 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6EEAE867F5E36EA384D90A2D46E5B997B9314FC8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B321C4CE2767DF4825E623BA64FCABE8C35EEACB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,283,439 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $102,015 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $66,812 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,812 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $66,812 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,343,492 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $145 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,475 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $38,475 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $207,447 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,957 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $105,287 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $117,450 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $117,450 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,985 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,985 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,546 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,740 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $16,740 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,806 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,106 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $3,106 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $55,031 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $32,254 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $32,254 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,026 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $7,079 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,947 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $297,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $26,925 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $216,042 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $297,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $26,925 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,042 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,217 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $78,362 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,006 | CashBOYAmt |
| Cash EOY | $7,767 | CashEOYAmt |
| Cash EOYFMV | $7,767 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $217,032 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,748 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,696,844 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,590,436 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,590,436 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $109,499 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $402,982 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $402,982 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $69,744 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,225 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,225 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,987,481 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $791,118 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,178,507 | LandBOYAmt |
| Land EOY | $1,196,363 | LandEOYAmt |
| Land EOYFMV | $1,196,363 | LandEOYFMVAmt |
| Other Assets BOY | $41,654 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,918 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,918 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,334,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,283,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,283,439 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,269 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,157 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $38,914 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,447 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $40,183 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,604 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,228,490 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,213,022 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $65,613 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $66,813 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,294,103 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,279,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,334,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,283,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,294,103 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,551 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76,283 | OtherIncreasesAmt |
| Subtotal | $3,279,835 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,279,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 849-02604 | P | 2015-01-01 | 2019-04-30 | $90,057 | $92,861 | -$2,804 | -$2,804 |
| MERRILL LYNCH 849-02605 | P | 2015-01-01 | 2019-04-30 | $499,267 | $499,235 | $32 | $32 |
| EDWARD JONES | P | 2015-01-01 | 2019-04-30 | $750,819 | $751,251 | -$432 | -$432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $145 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $222,882 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,117,955 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.105235 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $251,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,081,683 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.120936 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $432,318 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,113,039 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.204595 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $328,270 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,285,861 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099904 | DistributionYr4Rt |
| Total Distribution | 0.530670 | TotalDistributionRt |
| Average Distribution | 0.132668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,102,854 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $278,981 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $502 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $279,483 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $216,042 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,004 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,004 | SubtotalAmt |
| Tax Based On Investment Income | $1,004 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $1,387 | OverpaymentAmt |
| Applied To ES Tax | $1,387 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HISTORYOFLEBANON.ORG | WebsiteAddressTxt |
| Individual With Books | ROBERT SLATE | IndividualWithBooksNm |
| Phone | 8606427756 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SANDIE CHALIFOUX | ||||||||
| 89 LAKE ROAD | OAKDALE | CT | 06370 | PUBLICATIONS | 5.00 | $0 | $0 | $0 |
| ROBERT SLATE | ||||||||
| 607 TRUMBULL HIGHWAY | LEBANON | CT | 06249 | TREASURER | 5.00 | $0 | $0 | $0 |
| BRIAN BARTIZEK | ||||||||
| 87 BUSH HILL ROAD | WILLIMANTIC | CT | 06226 | HISTORIC STR | 5.00 | $0 | $0 | $0 |
| ARTHUR WALLACE | ||||||||
| 29 RESERVOIR ROAD | LEBANON | CT | 06249 | BUILDINGS & | 5.00 | $0 | $0 | $0 |
| MARIANNE FRESCHLIN | ||||||||
| 687 BEAUMONT HIGHWAY | LEBANON | CT | 06249 | EXHIBITS | 5.00 | $0 | $0 | $0 |
| MELISSA HAYES | ||||||||
| 856 TRUMBULL HIGHWAY | LEBANON | CT | 06249 | MEMBERSHIP & | 5.00 | $0 | $0 | $0 |
| BETSY PETRIE MCCOMBER | ||||||||
| 856 TRUMBULL HWY | LEBANON | CT | 06249 | PERSONNEL&NO | 5.00 | $0 | $0 | $0 |
| GENEVIEVE NOWOSAD | ||||||||
| 856 TRUMBULL HWY | LEBANON | CT | 06249 | PROGRAMS | 5.00 | $0 | $0 | $0 |
| RICK KANE | ||||||||
| 58 GOSHEN HILL ROAD | LEBANON | CT | 06249 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| TOM MEYER | ||||||||
| 856 TRUMBULL HWY | LEBANON | CT | 06249 | COLLECTIONS | 5.00 | $0 | $0 | $0 |
| AL VERTEFEUILLE | ||||||||
| 172 BOGG LANE | LEBANON | CT | 06249 | FINANCE | 5.00 | $0 | $0 | $0 |
| JACY WORTH | ||||||||
| 671 EXETER ROAD | LEBANON | CT | 06249 | COMMUNITY EV | 5.00 | $0 | $0 | $0 |
| MARGARET MCCAW | ||||||||
| PO BOX 151 | LEBANON | CT | 06249 | MEMBER AT LA | 5.00 | $0 | $0 | $0 |
| KEITH LAPORTE | ||||||||
| PO BOX 151 | LEBANON | CT | 06249 | VICE PRESIDE | 5.00 | $0 | $0 | $0 |
| MATT FLEGERT | ||||||||
| 856 TRUMBULL HWY | LEBANON | CT | 06249 | SECRETARY | 5.00 | $0 | $0 | $0 |
| ED TOLLMANN | ||||||||
| 856 TRUMBULL HWY | LEBANON | CT | 06249 | MEMBER AT-LA | 5.00 | $0 | $0 | $0 |
| SUZANNE YEO | ||||||||
| 856 TRUMBULL HWY | LEBANON | CT | 06249 | MEMBER AT-LA | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA K BARON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 CONE ROAD | AddressLine1Txt |
| City | HEBRON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MUSEUM DIREC | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $51,530 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO DEVELOP AN INCREASED INTEREST IN LOCAL HISTORY AND PROVIDE EDUCATIONAL EXPERIENCES FOR THE COMMUNITY TO ACHIEVE THIS PURPOSE. | Description1Txt |
| Expenses1 | $216,042 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,942,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $155,776 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,736 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,134,877 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,134,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,023 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,102,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,004 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,004 | TotalTaxAmt |
| Distributable Before Adj | $104,139 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $104,139 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $104,139 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,042 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $216,042 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $216,042 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,139 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $165,402 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $327,634 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $149,060 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $119,259 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $761,355 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,042 | QualifyingDistributionsAmt |
| Applied To Current Year | $104,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,903 | RemainingDistriFromCorpusAmt |
| Total Corpus | $873,258 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $873,258 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $165,402 | ExcessFromYear4Amt |
| Excess From Year3 | $327,634 | ExcessFromYear3Amt |
| Excess From Year2 | $149,060 | ExcessFromYear2Amt |
| Excess From Year1 | $119,259 | ExcessFromYear1Amt |
| Excess From Current Year | $111,903 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PROGRAM INCOME | $2,193 |
| EVENING AT THE MUSEUM | $13,746 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,514 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,812 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $145 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,508 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 25 | ExclusionCd |
| Exclusion | $1,435 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,247 | ExclusionAmt |
| Related Or Exempt Function Incm | $30,106 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,353 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,600 | Amt |
| Disbursements Charitable Prps | $2,600 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (69 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| MUSEUM BUILDING | 1998-12-31 | $951,857 | $460,064 | S/L | 40.0000 | $23,797 |
| BUILDING IMPROVEMENTS | 2000-02-10 | $17,586 | $11,671 | S/L | 27.5000 | $639 |
| MUSEUM & VISITOR CTR CONSTRUCTIONS | 1999-06-24 | $120,482 | $56,727 | S/L | 40.0000 | $3,012 |
| OFFICE EQUIPMENTS | 1999-06-24 | $68,237 | $68,237 | S/L | 10.0000 | |
| BUILDING IMPROVEMENTS | 1999-12-31 | $23,856 | $15,904 | S/L | 27.5000 | $868 |
| LAND | 1994-04-19 | $54,700 | ||||
| LIGHTING | 2000-09-07 | $14,304 | $6,464 | S/L | 39.0000 | $367 |
| EXTERIOR SIGN | 2000-09-19 | $2,967 | $2,967 | 200DB | 7.0000 | |
| STORAGE BUILDING/PAVING | 2000-09-09 | $4,332 | $1,958 | S/L | 39.0000 | $111 |
| TRUMBULL STONE | 2000-09-18 | $910 | ||||
| HUNTINGTON EXHIBIT | 2000-10-17 | $9,519 | ||||
| COMPRESSOR & CONDENSER FAN | 2000-11-15 | $1,261 | $1,261 | 200DB | 7.0000 | |
| MUSEUM CASES | 2002-01-30 | $15,482 | $15,482 | S/L | 7.0000 | |
| NETWORK UPGRADE | 2003-08-23 | $2,732 | $2,732 | S/L | 5.0000 | |
| NEW GARAGE DOOR | 2003-11-22 | $1,506 | $1,506 | S/L | 10.0000 | |
| PAINTING OF MUSEUM BUILDING | 2003-08-27 | $6,200 | $3,307 | S/L | 27.5000 | $225 |
| LAPTOP COMPUTER & ACCESSORIES | 2005-02-24 | $1,800 | $1,800 | S/L | 5.0000 | |
| SOPHIA LATHROP SAMPLER | 2005-08-20 | $11,940 | ||||
| PAIR BERIAH GREEN WINDSOR CHARIS | 2007-02-17 | $2,875 | ||||
| QB SOFTWARE | 2007-04-28 | $1,362 | $1,362 | S/L | 3.0000 | |
| LOFT CONSTRUCTION IN CARRIAGE SHED | 2007-03-02 | $3,000 | $859 | S/L | 39.0000 | $77 |
| BUILDING IMPROVEMENTS-BEAUMONT | 1999-04-30 | $6,603 | ||||
| NEWCOMB CHEST | 2008-04-12 | $15,000 | ||||
| 4-COMPUTERS | 2009-07-09 | $6,935 | $6,935 | S/L | 5.0000 | |
| NEW COMPUTER INSTALLATIONS | 2009-10-23 | $1,410 | $1,410 | S/L | 5.0000 | |
| BUCKINGHAM LIBRARY MOVE | 2011-10-07 | $24,683 | $5,909 | S/L | 27.5000 | $898 |
| PASTOR'S LIBRARY INTERIOR WORK | 2012-04-25 | $2,629 | $574 | S/L | 27.5000 | $95 |
| BEAUMONT NORTH WALL REPAIR | 2011-09-30 | $15,735 | $3,767 | S/L | 27.5000 | $572 |
| 3 PARKING LIGHTS | 2011-12-02 | $14,530 | $3,390 | S/L | 27.5000 | $529 |
| CARPET REPLACEMENT | 2012-03-08 | $10,372 | $6,396 | S/L | 10.0000 | $1,037 |
| MPR CHAIRS | 2012-02-07 | $15,618 | $13,945 | S/L | 7.0000 | $1,673 |
| PAINTING BUCKINGHAM LIBRARY | 2012-09-21 | $3,200 | $650 | S/L | 27.5000 | $116 |
| UTILITY SHED | 2012-09-04 | $33,135 | $6,828 | S/L | 27.5000 | $1,205 |
| WORK LIGHTS IN GALLERY | 2013-01-11 | $3,516 | $682 | S/L | 27.5000 | $128 |
| ELECTRICITY INSTALLATION IN PASTORS LIB | 2012-10-12 | $7,723 | $1,568 | S/L | 27.5000 | $281 |
| 16 WHITE TRACK LIGHTS | 2013-01-11 | $7,833 | $1,519 | S/L | 27.5000 | $285 |
| LAND - 844 TRUMBULL HIGHWAY | 2013-04-25 | $172,500 | ||||
| BEAUMONT HOUSE MOVE | 2014-01-31 | $39,299 | $6,073 | S/L | 27.5000 | $1,430 |
| WIRELESS PROJECTOR | 2014-03-31 | $2,402 | $1,401 | S/L | 7.0000 | $343 |
| CLASS OF 1937 SIGN | 2013-12-20 | $7,105 | $4,399 | S/L | 7.0000 | $1,015 |
| FOUNDATION & MASONRY WORK - BEAUMONT | 2014-08-25 | $19,185 | $2,558 | S/L | 27.5000 | $698 |
| RETAINING WALL - BEAUMONT | 2014-12-17 | $5,250 | $636 | S/L | 27.5000 | $191 |
| MICRO FILM READER - POWER SCAN 2000 | 2014-12-05 | $10,250 | $3,502 | S/L | 10.0000 | $1,025 |
| STONE WALKWAY- BEAUMONT | 2015-09-08 | $14,250 | $1,382 | S/L | 27.5000 | $518 |
| SEPTIC WORK- BEAUMONT | 2015-10-30 | $22,160 | $2,015 | S/L | 27.5000 | $805 |
| ALARM SECURITY- BEAUMONT | 2015-09-14 | $2,895 | $772 | S/L | 10.0000 | $290 |
| CHIMNEY RECONSTRUCTION- BEAUMONT | 2015-09-07 | $3,500 | $339 | S/L | 27.5000 | $128 |
| STONE WALL- BEAUMONT | 2015-05-12 | $12,500 | $1,364 | S/L | 27.5000 | $454 |
| RAMP- BACK OF MUSEUM | 2016-11-10 | $6,741 | $368 | S/L | 27.5000 | $245 |
| PARKING LOT- PAVING | 2016-11-07 | $4,400 | $169 | S/L | 39.0000 | $113 |
| CREDENZA & SIDE CABINET W/ SHELVES | 2017-10-13 | $6,400 | $1,280 | 200DB | 5.0000 | $2,048 |
| KITCHEN/OFFICE RENOVATION WILLI | 2017-07-14 | $8,100 | $245 | S/L | 27.5000 | $295 |
| KITCHEN CABINETS & TOPS DCE | 2017-05-19 | $14,771 | $492 | S/L | 27.5000 | $538 |
| MITSUBISHI KITCHENETTE ADDITION IMMAC | 2017-07-14 | $42,475 | $1,287 | S/L | 27.5000 | $1,545 |
| FRONT DESK RED T | 2017-05-05 | $1,752 | $250 | 200DB | 7.0000 | $429 |
| KITCHEN APPLIANCES WEBST | 2017-05-15 | $1,028 | $206 | 200DB | 5.0000 | $329 |
| CAYENNE CONVECTION OVEN RESTA | 2017-06-06 | $2,029 | $406 | 200DB | 5.0000 | $649 |
| MITSUBISHI DUCTLESS HEAT SYSTEM ED'S | 2017-07-15 | $16,450 | $498 | S/L | 27.5000 | $599 |
| FRIDGE, FAUCET & DISHWASHER HOME | 2017-06-07 | $2,324 | $465 | 200DB | 5.0000 | $743 |
| REMOVE/ REBUILD SIDEWALK AHM, | 2017-10-26 | $6,000 | $109 | S/L | 27.5000 | $218 |
| MAINTENANCE IN PROGRESS | 2017-10-04 | $5,000 | ||||
| COLLECTION STORAGE EXP.- CEMENT PAD/ PLANNING | 2018-05-04 | $10,279 | S/L | 10.0000 | $1,028 | |
| RAIN GARDEN | 2018-05-30 | $4,300 | S/L | 5.0000 | $788 | |
| DRIVEWAY PAVING | 2018-11-05 | $39,200 | S/L | 15.0000 | $1,307 | |
| LANDSCAPING FOR DRIVEWAY | 2018-11-12 | $11,136 | S/L | 5.0000 | $1,114 | |
| DUTCH DOOR- FRONT OFFICE | 2018-11-30 | $2,017 | S/L | 5.0000 | $168 | |
| BATHROOM CABINETS | 2019-02-15 | $1,262 | S/L | 5.0000 | $63 | |
| CONSTRUCTION IN PROGRESS- MUSEUM ARCHIVE ADD | 2019-02-25 | $1,190 | ||||
| CONSTRUCTION IN PROGRESS- CENTER ISLAND PROJ | 2019-04-23 | $3,500 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | EDWARD JONES | BondNm |
| EOY Book Value | $402,982 | EOYBookValueAmt |
| EOYFMV | $402,982 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDWARD JONES | ||
| ML- 02605 | $1,062,076 | $1,062,076 |
| ML- 02604 | $528,360 | $528,360 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET- 02605 | FMV | $7,317 | $7,317 |
| MONEY MARKET | FMV | $7,908 | $7,908 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDINGS & EQUIPMENT | $1,760,281 | $791,118 | $969,163 | $969,163 |
| LAND | $227,200 | $227,200 | $227,200 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | $2,740 | $2,471 | $2,471 |
| RESTRICTED CASH | $38,914 | $2,447 | $2,447 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANTIQUE SHOW | |||
| SUPPLIES | $7,079 | $7,079 | |
| EXPENSES | |||
| OFFICE/ ADMIN EXPENSES | $6,948 | $6,948 | |
| PUBLICITY & COMMUNICATIONS | $4,800 | $4,800 | |
| INSURANCE EXPENSE | $13,569 | $13,569 | |
| PROGRAM EXPENSES | $1,859 | $1,859 | |
| COLLECTIONS | $636 | $636 | |
| LIBRARY SUPPLIES | $165 | $165 | |
| EXHIBIT EXPENSES | $2,192 | $2,192 | |
| MUSEUM SHOP | $474 | $474 | |
| STAFF APPRECIATION | $520 | $520 | |
| MISCELLANEOUS EXPENSES | $180 | $180 | |
| EVENT EXPENSES | $10,035 | $10,035 | |
| HISTORIC BUILDING EXPENSES | $8,510 | $8,510 | |
| SECURITY | $2,059 | $2,059 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PROGRAM INCOME | $2,193 | $2,193 |
| EVENING AT THE MUSEUM | $13,746 | $13,746 |
| DUES | $6,514 | $6,514 |
| ANTIQUE SHOW | $14,587 | $14,587 |
| MISCELLANEOUS INCOME | $1,435 | $1,435 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $71,561 |
| BOOK CAPITAL GAIN | $4,720 |
| OTHER | $2 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUMBULL HOUSE | Desc |
| BOY Book Value | $38,914 | BOYBookValueAmt |
| EOY Book Value | $2,447 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $16,740 | $16,740 | $16,740 | |
| PAYROLL SERVICE | $2,806 | $2,806 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | ||
| FEDERAL EXCISE TAX | $3,106 | $3,106 |
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