SEWARD HOUSE MUSEUM: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SEWARD HOUSE MUSEUM (EIN 26-2321872)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201831349349101903
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

FieldValueIRS element (for citing)
Return2018-05-14T10:48:38-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141809700PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CUDDY & WARD LLP CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1110 GENESEE ST STE 230AddressLine1Txt
CityAUBURNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13021ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262321872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEWARD HOUSE MUSEUMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEWABusinessNameControlTxt
Phone3152521283PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 SOUTH STREETAddressLine1Txt
CityAUBURNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBILLYE J CHABOTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3152521283PhoneNum
Signature2018-04-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY BETH LEESON CPAPreparerPersonNm
PTINP00297315PTIN
Phone3152538424PhoneNum
Preparation2018-04-25PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$102,814FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$399,991ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$101,474DividendsRevAndExpnssAmt
Dividends Net Invst Incm$101,474DividendsNetInvstIncmAmt
Dividends Adj Net Incm$101,474DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$124,076NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,367,693GrossSalesPriceAmt
Gross Sales Less Ret And Allwnc$24,244GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$15,568CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$8,676GrossProfitRevAndExpnssAmt
Gross Profit Adj Net Incm$8,676GrossProfitAdjNetIncmAmt
Other Income Rev And Expnss$142,507OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$142,507OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$776,724TotalRevAndExpnssAmt
Total Net Invst Incm$101,474TotalNetInvstIncmAmt
Total Adj Net Incm$252,657TotalAdjNetIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$295,902OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Adj Net Incm$59,180OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$236,722OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$69,543PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Adj Net Incm$13,909PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$55,634PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,400AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$31,564OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,619OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$14,945OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,360TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$1,360TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$5,915DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$9,298OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$9,298OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,031TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$4,031TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$8,725PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$1,745PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$6,980PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$149,648OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$24,892OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$124,756OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$583,986TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,964TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$97,981TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$460,126TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$583,986TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,964TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$97,981TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$460,126TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$192,738ExcessRevenueOverExpensesAmt
Net Investment Income$81,510NetInvestmentIncomeAmt
Adjusted Net Income$154,676AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,983CashBOYAmt
Cash EOY$50,136CashEOYAmt
Cash EOYFMV$50,136CashEOYFMVAmt
Other Nts And Loans Rcvbl$3,480OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$748OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$3,480OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$6,540OtherNtsAndLoansRcvblEOYFMVAmt
Inventories BOY$11,274InventoriesBOYAmt
Inventories EOY$11,467InventoriesEOYAmt
Inventories EOYFMV$11,467InventoriesEOYFMVAmt
Prepaid Expenses BOY$17,904PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,983PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,983PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$15,172USGovernmentObligationsBOYAmt
US Government Obligations EOY$11,570USGovernmentObligationsEOYAmt
Corporate Stock BOY$2,210,624CorporateStockBOYAmt
Corporate Stock EOY$2,359,038CorporateStockEOYAmt
Corporate Bonds BOY$1,284,956CorporateBondsBOYAmt
Corporate Bonds EOY$487,433CorporateBondsEOYAmt
Other Investments BOY$490,349OtherInvestmentsBOYAmt
Other Investments EOY$1,615,145OtherInvestmentsEOYAmt
Land Bldg Equip Cost Or Other Bss$61,472LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$29,784LandBldgEquipAccumDeprecAmt
Land BOY$33,809LandBOYAmt
Land EOY$31,688LandEOYAmt
Land EOYFMV$31,688LandEOYFMVAmt
Total Assets BOY$4,088,819TotalAssetsBOYAmt
Total Assets EOY$4,572,940TotalAssetsEOYAmt
Total Assets EOYFMV$102,814TotalAssetsEOYFMVAmt
Accounts Payable BOY$28,482AccountsPayableBOYAmt
Accounts Payable EOY$27,286AccountsPayableEOYAmt
Total Liabilities BOY$28,482TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,286TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$545,753UnrestrictedBOYAmt
Unrestricted EOY$705,883UnrestrictedEOYAmt
Temporarily Restricted BOY$1,189,949TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$1,515,136TemporarilyRestrictedEOYAmt
Permanently Restricted BOY$2,324,635PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$2,324,635PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,060,337TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,545,654TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,088,819TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,572,940TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,060,337TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$192,738ExcessRevenueOverExpensesAmt
Other Increases$292,579OtherIncreasesAmt
Subtotal$4,545,654SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,545,654TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$405,357AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,800,341NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.106663DistributionYr1Rt
Adjusted Qlfy Distri Yr2$446,338AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,078,061NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.109449DistributionYr2Rt
Adjusted Qlfy Distri Yr3$341,360AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,606,878NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.094641DistributionYr3Rt
Adjusted Qlfy Distri Yr4$524,652AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,755,984NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.139684DistributionYr4Rt
Adjusted Qlfy Distri Yr5$414,364AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,576,217NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.115867DistributionYr5Rt
Total Distribution0.566304TotalDistributionRt
Average Distribution0.113261AverageDistributionRt
Net Vl Noncharitable Assets$4,062,393NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$460,111AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$815NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$460,926AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$460,126QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,630InvestmentIncomeExciseTaxAmt
Subtotal$1,630SubtotalAmt
Tax Based On Investment Income$1,630TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,360EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,360TotalPaymentsAndCreditsAmt
Tax Due$270TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.SEWARDHOUSE.ORGWebsiteAddressTxt
Individual With BooksRICHARD NEWMAN TREASURERIndividualWithBooksNm
Phone3152521283PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line133 SOUTH STREETAddressLine1Txt
CityAUBURNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13021ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL FISHER
33 SOUTH STREETAUBURNNY13021TRUSTEE2.00$0$0$0
JACK HARDY
33 SOUTH STREETAUBURNNY13021TRUSTEE2.00$0$0$0
GAIL HOMICK HERRLING
33 SOUTH STREETAUBURNNY13021TRUSTEE2.00$0$0$0
RICHARD HOLE
33 SOUTH STREETSKANEATELESNY13152PRESIDENT2.00$0$0$0
MOLLY MAHONEY
33 SOUTH STREETAUBURNNY13021TRUSTEE2.00$0$0$0
NANCY MURINKA
33 SOUTH STREETAUBURNNY13021TRUSTEE2.00$0$0$0
BILLYE J CHABOT
33 SOUTH STREETAUBURNNY13021EXECUTIVE DI40.00$0$0$0
EDWARD KOCHIAN
33 SOUTH STREETAUBURNNY13021VICE PRESIDE2.00$0$0$0
RICHARD NEWMAN
33 SOUTH STREETAUBURNNY13021TREASURER2.00$0$0$0
RACHEL STOWELL
33 SOUTH STREETAUBURNNY13021TRUSTEE2.00$0$0$0
DOUGLAS EGERTON
139 BURTIS POINT ROADAUBURNNY13021TRUSTEE2.00$0$0$0
PAUL LEVESQUE
154 NORTH MAIN STREETMORAVIANY13118SECRETARY2.00$0$0$0
DR MICHAEL MCGANDY
209 BRYANT AVEITHACANY14850TRUSTEE2.00$0$0$0
LISA MOORE
607 HAMILTON PARKWAYDEWITTNY14214TRUSTEE2.00$0$0$0
ALEX SCHLOOP
7046 NORTH STREET ROADAUBURNNY13021TRUSTEE2.00$0$0$0
ANDREW SALUTI
33 SOUTH STREETAUBURNNY13021TRUSTEE2.00$0$0$0
ROBERT SMITH
33 SOUTH STREETAUBURNNY13021TRUSTEE2.00$0$0$0
KENNETH WILLIAMS
33 SOUTH STREETAUBURNNY13021TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PRESERVING AND MEMORIALIZING THE HISTORIC SEWARD HOUSE MUSEUM, THE FORMER HOME OF WILLIAM SEWARD. THE ORGANIZAITON IS CHARGED WITH PRESERVING AND MEMORIALIZING THE MATERIAL AND INTELLECTUAL LEGACY OF WILLIAM H. SEWARD, AND WILLIAM H. SEWARD JR. THE MUSEUM IS DEDICATED TO INTERPRETING, PERPETUATING, PROMULGATING,ENHANCING AND SERVING AS A STUDY CENTER FOR THE SUBSTANTIAL CONTRIBUTIONS WHICH WILLIAM H. SEWARD MADE TO THE STATE OF NEW YORK AND THE NATION.Description1Txt
Expenses1$220,073Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,003,076AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,416AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$50,765FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,124,257TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,124,257AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,864CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,062,393NetVlNoncharitableAssetsAmt
Minimum Investment Return$203,120MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$460,126ExpensesAndContributionsAmt
Qualifying Distributions$460,126QualifyingDistributionsAmt
Adjusted Qualifying Distri$460,126AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$460,126QualifyingDistributionsAmt
Remaining Distri From Corpus$460,126RemainingDistriFromCorpusAmt
Total Corpus$460,126TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2008-09-18PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$154,676CurrentYearAmt
Year1$105,263Year1Amt
Year2$121,758Year2Amt
Year3$160,961Year3Amt
Total$542,658TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$131,475CurrentYearAmt
Year1$89,474Year1Amt
Year2$103,494Year2Amt
Year3$136,817Year3Amt
Total$461,260TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$460,126CurrentYearAmt
Year1$405,357Year1Amt
Year2$446,338Year2Amt
Year3$341,360Year3Amt
Total$1,653,181TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$460,126CurrentYearAmt
Year1$405,357Year1Amt
Year2$446,338Year2Amt
Year3$341,360Year3Amt
Total$1,653,181TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$135,413CurrentYearAmt
Year1$126,678Year1Amt
Year2$135,935Year2Amt
Year3$120,229Year3Amt
Total$518,255TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ADMISSIONS$80,699
SPECIAL EVENTS$59,976

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$101,474ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$124,076RelatedOrExemptFunctionIncmAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Exclusion12ExclusionCd
Exclusion$8,676ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Related Or Exempt Function Incm$1,832RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$110,150ExclusionAmt
Related Or Exempt Function Incm$266,583RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$376,733TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1AREVENUES FROM ADMISSION FEES AND SALES OF MERCHANDISE
1BMERCHANDISE ASSISTS THE ORGANIZATION IN UNDERWRITING THE
1BCOSTS OF OPERATING THE SEWARD HOUSE MUSEUM.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
PRESERVATION LEAGUE OF NYS
144 CENTRAL AVEALBANYNY12206$10,000Yes (X)
THE ALLYN FOUNDATION
2PO BOX 22SKANEATELESNY13152$12,500Yes (X)
JOHN BEN SNOW MEMORIAL TRUST
350 PRESIDENTIAL PLAZASYRACUSENY13202$7,500Yes (X)
NYS COUNCIL ON THE ARTS
4300 PARK AVE S 10TH FLOORNEW YORKNY10010$8,000Yes (X)
ESTATE OF CAROL A COOPER
5119 STONERIDGE DRIVEDEWITTNY13214$304,097Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDITCategoryTxt
Amt$8,000Amt
Net Investment Income$1,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,400DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyDEPRECIATIONPropertyDesc
Current Year Expense$5,915CurrentYearExpenseAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
CHARLES SCHWAB - RESTRICTEDPURCHASE$703,978$621,238$82,740
CHARLES SCHWAB - UNRESTRICTEDPURCHASE$663,715$622,379$41,336

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$487,433EOYBookValueAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITYStockNm
EOY Book Value$2,359,038EOYBookValueAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$11,570USGovtObligationsBookVlEOYAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmt
CASH & CASH EQUIVALENTSAT COST$391,505
REAL RETURN ON ASSETSFMV$1,223,640

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$61,472CostOrOtherBasisAmt
Accumulated Depreciation$29,784AccumulatedDepreciationAmt
Book Value$31,688BookValueAmt
EOYFMV$31,688EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
LANSCAPING SUPPLIES$1,762$352$1,410
COLLECTION ITEMS$1,270$254$1,016
TELEPHONE$4,020$804$3,216
EXHIBITIONS$3,833$767$3,066
CAPITAL/PRESERVATION EXPENSE$25,187$25,187
MISCELLANEOUS$30,752$6,150$24,602
SUPPLIES$7,641$1,528$6,113
PUBLICITY & ADVERTISING$8,044$1,609$6,435
REPAIRS & MAINTENANCE$12,155$2,431$9,724
BUSINESS INSURANCE$20,251$4,050$16,201
FUNDRAISING DIRECT EXPENSES$34,733$6,947$27,786

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ADMISSIONS$80,699$80,699
SPECIAL EVENTS$59,976$59,976
MISCELLANEOUS INCOME$1,832$1,832

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
DONATIONS IN KIND$4,564
UNREALIZED GAIN$288,015

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1ACCRUED INTEREST RECEIVABLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$3,480BalanceDueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
CONTRACTED SERVICES$14,945$14,945
INVESTMENT MANAGEMENT FEES$16,619$16,619

Sales Of Inventory List SalesOfInventoryList

Inventory Sale InventorySaleGrp

FieldValueIRS element (for citing)
CategoryGIFT SHOPCategoryTxt
Gross Sales$24,244GrossSalesAmt
Cost Of Goods Sold$15,568CostOfGoodsSoldAmt
Net$8,676NetAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$1,360Amt
Disbursements Charitable Prps$1,360DisbursementsCharitablePrpsAmt

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